ppdd

@SingularityRes x.com/Byron_Wan/stat…

@usppdd Highly unlikely he doesn’t know what is happening

They waited for $NVDA GTC to be over before prosecution $SMCI

We'd be doomed if Jenson is prosecuted lol $NVDA

@kakashiii111 $NVDA Singapore sales are very sketchy.

Today, my work over the years received another validation. The DoJ, together with the FBI, announced charges against three executives of SuperMicro (SMCI) for Conspiracy to Violate the Export Control Reform Act. Since at least early 2024, SMCI's executives built a sophisticated, systematic scheme to illegally divert billions of dollars worth of high-performance AI servers containing restricted Nvidia GPUs to China, using a pass-through company in Southeast Asia to evade U.S. export controls. I was the first to call out this smuggling phenomenon in late 2023, when it was just beginning to pick up volume. I tracked the flow of chips across Southeast Asia, including their final destinations in China, and identified the key participants, SMCI among them, documenting how the sophisticated, systemic scheme operated. What the DoJ described in its charging documents is precisely what I wrote about numerous times: the mechanics of how it works, the routes the GPUs travel from origin to their final destination in China, and the volume of the smuggling, which I estimated at tens of billions of dollars worth of GPUs. SMCI is a significant catch, but it is far from the only player in this smuggling ecosystem. Others remain uncharged. What has been equally troubling is that many companies, including public companies and their executives, have had knowing or willful blindness to this phenomenon, looking the other way in order to hit sales targets and meet Wall Street estimates. Meanwhile, the smuggling network has evolved in parallel with one of the fastest datacenter buildouts in Southeast Asia, involving numerous subsidiaries, local companies, and datacenter operators who have absorbed every lesson from the smuggling playbook and are now working around the clock to build a datacenter empire across the SEA region.

@BoDiplo 焉知他不是故意的？

法国🇫🇷人又在搞笑。法国海军某军官在健身App里公开分享自己跑步锻炼的轨迹，结果暴露了“戴高乐”号航母打击群的实时位置。😹

Holy moly 12% down was generous

@Beijilmoo 这种抄袭别人段子的号可以直接拉黑。中文推真的是太多垃圾内容了。

我爹不是个靠谱的人，很多时候枉为人父。 但是在反霸凌方面我感激他一辈子，初中我被欺负的时候，他直接到学校门口去堵那个孩子王，用烟头在孩子王校服上烫了几个洞，告诉孩子王明天找你爹来学校单挑，要不然我还找你茬，孩子王问我爸是谁，我爸说你猜...... 第二天孩子王换了衣服，我爸又给烫坏了。 第三天孩子王换了一件看上去巨贵的坎肩，我爸把他书包带用刀挑断了。 第四天孩子王的爹来学校了，应该是个干部，与校长认识，口口声声要学校给个说法，然后我爸从后腰拿出两把斧子扔孩子王爹面前一把，要么你给我儿子道歉，要么开干。 校长还要伸手阻拦时我爸拿斧子指校长：不出头就闭嘴。对面怂了...... 我爹事后表示，这种一步步试探着施压的有一个算一个，都怕事态突然失控，只要不是没脑子直接莽的这么做都可以。 没有绝对优势一定不能单打独斗，只要开干就要把所有能拉下水的都拉进来。 我又问如果孩子王爹要是拿斧子跟你干呢?我爸说那我第一个先干校长，这种情况永远优先攻击拉偏架的。

@MoQiuyao201314 西藏当地官员是真不懂吗？我是不信的。

西藏政府本想借着春耕拍习近平马屁，把他的照片挂在拖拉机前面，又是白布，又是撒白粉，还开出来游街，像极了送葬仪式。西藏政府没有后知后觉，还把活动拍成视频放在网上，以为可以论功行赏了。结果发现自己捅了篓子。其实这种事在西方也没什么大不了的，但在中国就不一样，这些官员多少都会受到处罚。

@Dallasvlla9901 I agree the price has been suppressed for a long time and I tend to think that institutions have been accumulating.

@usppdd I’m a big Oust fan but I know the reason the price action is suppressed Do you?

Ouster CEO Angus reaffirmed last night at the NVIDIA GTC special edition ROS By-the-Bay event that the company has shipped over 150k sensors. He last mentioned this on February 9, which implies that Q4 ’25 plus the first ~40 days of Q1 ’26 account for roughly 13k units. Since we know they shipped 8,100 sensors in Q4, that suggests about 5,000 sensors were shipped in the first 40 days of Q1. At this pace, they could ship approximately 11,250 sensors in Q1. Assuming total shipments of 11k units at a $4.8k ASP, that implies about $52.8M in Q1 revenue—well above the company’s guidance of $45M–$48M. ASP has not fallen below $5k since Q1 2023, but I wouldn’t be surprised to see some discounts on high-volume orders, such as Amazon Proteus robots. As long as gross margins remain in the 35%–40% range as guided, some pricing pressure is acceptable, especially if it reflects cost reductions from scaling. Now consider @Stereolabs3D. They generated $16M in revenue last year, with over 60% coming from the second half, per the CFO. This implies roughly $5M from the first half. Assuming 40% growth, we could expect around $7M from Stereolabs in the first half of this year, with approximately $2M attributable to the final seven weeks of Q1 and therefore contributing to consolidated Q1 results. This would suggest total Q1 revenue of around $54.8M when @ousterlidar reports in early May. Conservatively, $50M should be the floor. $OUST

@SawyerMerritt @robotaxi is nowhere to be found lol

NEWS: Waymo has just announced that their autonomous fleet has now driven a combined 170 million rider-only miles without a human driver as of Dec 2025, up from 127 million in Sept 2025. That's 467,000 miles per day on average. Waymo also released updated safety stats. Locations: • LA: 37.8 million • SF: 53.5 million • PHX: 68.6 million • Austin: 10.7 million

$50~$80 this summer.

Last month I went to downtown Los Angeles and saw a huge number of Waymo vehicles—literally 2–3 cars on every street I drove. It’s hard to understand why $TSLA bulls still believe Waymo can’t scale. To me, it’s clear that a multimodal approach is the right way to solve autonomous driving, and Waymo is the leader without question. The only remaining question is when Waymo will switch to @ousterlidar. $OUST.

@KobeissiLetter Israel should pay the bills.

BREAKING: The US Pentagon has asked the White House to approve a more than $200 billion request to Congress to fund the war in Iran, per the Washington Post. Details include: 1. The proposal would seek to "urgently" increase production of critical weaponry expended 2. Current costs of the war are nearing $30 billion in 3 weeks 3. Some White House officials do not think the Pentagon’s request has a "realistic shot" of being approved in Congress 4. It remains unclear how much the White House will ultimately ask congressional lawmakers to approve The funding request is "likely to be a test of the war’s popularity."

@KobeissiLetter Yet those European losers didn't want to help @realDonaldTrump to clear the strait! Well deserved.

This is absolutely insane: The world is quite literally facing what appears to be the largest energy crisis in history. US crude oil futures are now trading at a $20+/barrel DISCOUNT to Brent, also one of the largest on record. As the US increases production and taps into reserves, the EU is facing a full out energy crisis. European natural gas prices are up another +30% today and physical crude oil prices in Oman and elsewhere are trading at $150+/barrel. In other words, the gap between Oman and US prices now stands at ~70%, or ~$70+ per barrel. It has become so bad for Europe that the market is now pricing-in 2 interest rate HIKES in 2026, even as the US removes sanctions on Russian oil. US rate cuts in 2026 are almost entirely priced-out as a result with Core PPI inflation on PRE-WAR data rising to its highest since February 2023. The entire global economy just took a complete 180 degree turn in 3 weeks. The next few months are going to be historic.

@WangNextDoor2 X上看到的视频和照片超过一半都是AI。

这是阿根廷某街角，乍一看全穿着球衣，还以为是陪踢球的。。。听说价格大约$30而已，青年失业率一高，就这样了。

@elonmusk I hope this will not be the core business of xAI.

Minute-long story made w Grok Imagine

@elonmusk Dude you need to do some pushups lol

I don’t even smoke lol 💨

@RJScaringe @Uber I feel bad for @elonmusk that no one wants FSD. $TSLA

I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.