Mikha'el

🤯 Opt + click to place your cursor wherever in Terminal 🤯 And to think that for YEARS I've been holding down the arrow keys like a caveman... 🤪

@oliverburdick What about Romans 9-11?

“Jesus wasn’t antisemitic!” He literally ended your whole religion.

brrr has just crossed 50,000 notifications sent 🚀 brrr doesn’t store anything about your notifications. No history in the cloud. No metadata. No analytics events. It only stores a single counter. One integer. It increments every time a notification is sent. That’s it.

@Mr_Derivatives WITH WHAT?

Anyone buying this big dip today?

My claudebot is going to absolutely love this.

I’ve been working on something… and it’s now on the App Store! 👀 Introducing brrr 🚀 Push notifications to your own devices. Instantly. No signup. No dashboard. No nonsense. Link in 🧵

The Jewish sense of humour in hard times is legendary. This message to the Iranian Regime is hilarious. Please don't bomb this specific place.

ok just went through some breadth data - lots of signs of a near term bottom next week. I will talk to you all tomorrow but better have your shopping lists ready. we are close.

holy shit yes that's incredible

• be Arkady Volozh • born in 1964 in Soviet Kazakhstan. trained mathematician. son of a petroleum geologist and a music teacher • graduate with a degree in applied mathematics from Moscow. get assigned to a dead-end state pipeline research institute • the Soviet Union collapses. you start importing personal computers from Austria and trading them for agricultural products • 1990: start building search algorithms with your high school friend Ilya Segalovich. two Soviet mathematicians writing search software under MS-DOS • 1997: launch Yandex, a full year before Larry Page and Sergey Brin launch Google • 2003: Brin and Page fly to Moscow to meet you. all four of you are math-obsessed sons of scientists. three of the four are Soviet-born Jews • they offer $100 million to buy Yandex. you realize the company would vanish into Google. you walk away • most companies that try to fight Google on its own turf collapse. Yandex instead becomes an octopus • search. ride-hailing. e-commerce. maps. food delivery. cloud. music streaming. the most dominant internet company in the largest country on earth • your engineers internally build ClickHouse, a database that processes hundreds of millions of rows per second. now a $6.35B independent company. $NBIS still owns a stake • launch an autonomous vehicle program before most Western AV startups finish fundraising. robotaxis and delivery robots in Moscow, Tel Aviv, and the US. it becomes Avride • 2011: IPO on Nasdaq. Yandex peaks at $30 billion. you are the most important technologist in Russia • 2017: Putin visits Yandex HQ for the 20th anniversary. you show him a self-driving car. reportedly the only time you ever meet the man face-to-face • then Russia invades Ukraine • the EU sanctions you overnight. Nasdaq shares crash 80%. net worth collapses from $2.6 billion to $580 million. forced to resign from everything you built • you go silent for 18 months, not because you support the war, but because you're quietly relocating 1,000 engineers out of Russia first • August 2023: "I am categorically against Russia's barbaric invasion of Ukraine." you renounce your Russian citizenship. move to Israel permanently • sell Yandex's Russian assets for $5.2 billion, the largest corporate exit from Russia in history • keep a data center in Finland, a small team, and four spinoffs: Nebius, Avride, Toloka, TripleTen. rename. relist on Nasdaq. $NBIS • then Microsoft calls. $20 billion deal. Meta follows with $3 billion. Nvidia buys in as a shareholder and names you a Blackwell launch partner • 547% revenue growth. $7-9B ARR guided for 2026. 16+ data center sites globally. the company you rebuilt from rubble is now worth more than the one Putin took from you • 61 years old. built two generational companies on two continents in two different technological eras $NBIS

Google Maps 🤝 Gemini 3 Now that you can ask Maps complex questions, let’s dig into some prompts that showcase the true power of this update. 🧵

@michaelsikand Exactly. When I first listened to Arkady I knew he's the real deal and invested. About one year ago.

The Neocloud winner was already obvious based on their CEOs. $IREN Aussie banker bro backtracking from BTC. $CRWV Gas trader turned ETH miner who got wiped + then had spare GPUs $NBIS Russian jew mathematician who built two $30B tech co's while telling Putin to fuck himself

@DonnieDarkened Hope all is well for you brother!

Hey guys, just wanted to give a quick update. Sorry I haven’t been posting as much lately, especially with everything going on. Life has gotten pretty busy and I don’t have as much time as I used to for the Donnie stuff. Honestly, I feel like I’ve already said most of what I had to say. And with each passing day and week, it seems like the conclusion is getting clearer and clearer. I’ll still chime in here and there when I can. I appreciate everyone who’s stuck around. Looking forward to watching these times unfold together. God bless you all!

@KoguanLeo I also bought 2 more shares.

As promised, I bought additional 1 million shares of NVDA today. Hence, my total position of NVDA is 2 million shares. Hopefully, I can contribute a little to calm the nervous market. Good luck all.

@jomickane @samuel_leeds I'm not even British and I would donate for this cause. Let's do it

@samuel_leeds We should start a fundraiser so that whenever a church comes up for sale or is at risk of being demolished or converted into a mosque we can restore it and keep it as a church 🙏

I'm buying a church. I’ve made a cash offer of £225,000 to purchase this church, which was about to close and be sold off to developers. I'm fed up with driving past all these churches in the UK that used to thrive, support the community, and feed the homeless. Now, just look at these beautiful church buildings. So many are boarded up, closed down, with developers queueing up to profit from converting them into flats. I simply can't accept that a building built to glorify Jesus for generations can be turned into something solely for profit. So I've placed an offer on a church in my hometown. My plan is to buy it and offer it completely free of charge, with zero rent, to a church willing to worship Jesus here and serve others. What do you think of this idea?

Long Term Investing over last year: April ‘25 - Tariffs- “who cares I have a long term horizon. 3 years we will be fine. Just a gully.” July ‘25 - Chip wars - “easy. Long term winners. Buy em’ down win over 5 years. Dec ‘25 - SaaS-pocolypse - “long term they’ll be fine. They’ll build on AI. 6 to a soft 9 years we will be good. Feb ‘26 - On Fire - “I’m telling you in 26 years. Won’t even remember this down turn.”

@DrSuneelDhand If AI has infinite productivity it means infinite deflationary pressure. So the Fed can print infinite amounts of dollars. UBI.

Nobody has yet been able to answer the question: If AI is going to cause mass unemployment and lack of income, then who is going to buy all of the stuff that is produced in the consumer economy? If nobody is there to buy anything, how will any corporations make money?

@TheRealDanSaedi -5%

NVDA basically confirmed they’re doing $400B in revenue for the next 4 quarters and $500B in 2027 and the stock is flat

@trashh_dev Why not hedge your bet by investing in AI companies. I started after I saw ChatGPT.

realizing my software engineering is cooked in about 3 years and i need to figure out what to do next

@amitisinvesting Yeah and the market is like... nah I'm buying Walmart.

$NVDA NVIDIA PRICE TARGETS AFTER EARNINGS: Melius: $350 → $380 Baird: $275 → $300 Bernstein: $275 → $300 Citi: $270 → $300 Wedbush: $230 → $300 Raymond James: $272 → $291 Truist: $275 → $283 President Capital: $245 → $280 JPMorgan: $250 → $265

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