BapoRothstein

Physics anyone? The gap between the "weird" quantum world and our everyday reality just got a lot smaller. Researchers at @MIT have built a mathematical bridge showing that quantum behavior—like particles being in two places at once—can be calculated using the classical "principle of least action." By applying the same math we use to predict a falling ball to the double-slit experiment and quantum tunneling, they’ve found a common language for physics at all scales. news.mit.edu/2026/new-study… #Physics #QuantumMechanics #ScienceNews #MIT #Feynman #QuantumPhysics #Innovation #STEM #ScienceTwitter

@CaudilloXIV Girl boss torta. That what that is.

Total war with Iran is still preferable than 4 years of whatever this is

@MartinShkreli @PhotonCap Word.

@BapoRothstein @PhotonCap would love to

@PhotonCap Martin, think it might be productive to check-in and/or vibe with PhotonCap, at your convenience and discretion, of course. Ants are real and powerful in these here parts. Peace and love. @MartinShkreli $QLCS

The day before the Stock Market crashed in 1929, starting the Great Depression - the temperate was 56 degrees in NYC The temperature today in NYC? Yep, 56 degrees. There are no coincidences Buckle up

@Brian_Stoffel_ @ng_TO1 @Filipeeee10 @buccocapital Good discussion. Appreciate the feedback.

@ng_TO1 @Filipeeee10 @BapoRothstein @buccocapital I don't disagree with that thinking

Why is $NOW down so much? Organic cRPO is de-celerating to 18% in Q2. As @buccocapital has said: accelerate or die

Full piece on the $1.8 billion rebuild of US transformer capacity, what these investments tell you about the cycle, and why it takes five years to build a factory that makes machines like these. x.com/ChurchillWw/st…

Half of America's AI data centers planned for 2026 are delayed or cancelled. They're waiting on transformers. I build chemical plants. Transformer prices have tripled in the last four years. Lead times are 2 to 4 years. Each new plant we build competes with AI data centers for the same grid equipment. Every large power transformer in America runs on grain-oriented electrical steel. It's made by rolling iron and silicon together until their crystals align in one direction. No other alloy works at utility scale and only one US company makes it: Cleveland-Cliffs. The average large power transformer on the grid is 38 years old. Service life is 40. Amazon, Google, Meta, and Microsoft committed $650 billion to AI infrastructure this year. Nvidia's most expensive GPU is useless without a transformer.

@Osint613 They are doing a great job of ensuring that very few people will feel sorry for them if the response to their continued belligerence results in Iran getting glassed worse than Gaza.

The IRGC displayed a Khorramshahr ballistic missile during a nighttime military parade in Tehran. Printed on it was an image labeling Qatar's RasGas facility as a target.

@omgsidewalks Yes.

SERIOUS QUESTION: If your sibling called you at 2am and said “don’t ask questions, just come” Are you really showing up??

@PubWanghaf “Boss torta.” Ok, you win.

You do have to admit that some random girl boss torta walking to the podium for five seconds to look important while ultimately doing and saying nothing is pretty representative of the Kamala Harris campaign

@omgsidewalks Tired.

WHAT IS IT CALLED WHEN YOU DON’T FEEL DEPRESSED BUT ALL YOU WANNA DO IS BE IN YOUR BED ??

@oldstocky I agree

I am once again calling for the complete and total shutdown of big light

Paschen’s law: V_b = (B p d) / [ln(A p d) - ln(ln(1 + 1/γ))] Pull the plunger on a syringe next to a live Tesla coil and watch physics lose its mind. The instant pressure drops, that p d term collapses; breakdown voltage craters, the field ionizes the rarefied air, and violet plasma arcs flood inside the barrel like lightning bottled in glass. No more jumping to the needle. Just pure glowing discharge channels forming in vacuum. This is the exact reason vacuum tubes, neon signs, and Crookes tubes exist.

I don't post much here but I spent years keeping a trading journal, not the kind with entry prices and stop losses, but the kind where you write things down at 2am after a bad week. Now I put it together for boom and bust traders. Maybe it helps someone. docs.google.com/document/d/1-1…

@robin_j_brooks Yes, however, Russia has a formidable Navy and nuclear arsenal. Sadly, I think the majority of the world would prefer the continue bombardment of Ukraine over an armed naval standoff between NATO and Russia. Don’t have to like that in order for it to be true.

The blockade is a success. It's crimping Iran's oil revenues materially while barely pushing up oil prices. There's an big lesson here. Had we done this to Russia, it wouldn't still be causing mayhem in Ukraine. Lots of lessons to learn for the future... robinjbrooks.substack.com/p/pros-and-con…

@dampedspring Winning.

Kevin Warsh promising to sell his assets is funny. I'm not aware of the specific agreement but in many similar cases the selling allows the seller to defer or avoid capital gains tax. He is probably licking his lips to sell.

@gotrice2024 500 isn’t enough of a discount for that degree of damage. Sorry, bro. Not the biz.

This ma ordered a new fridge for $1000 from Lowe’s. When it was delivered, the delivery men accidentally dented the right stainless steel panel on the door. The fridge still works great, but there are three unsightly dents. He reached out to Lowe’s and they took $500 off of the total price, so he ended up getting it for only $500. Would you have taken that deal and saved $500 or would you have taken the fridge back and had the give you a new one that was not damaged?

The conversation pit needs to make a big return.