X thread is series of posts by the same author connected with a line!
From any post in the thread, mention us with a keyword "unroll" @threadreaderapp unroll
Follow @ThreadReaderApp to mention us easily!
Practice here first or read more on our help page!

Recent

May 6
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.

This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
Effective today, we are:

1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;

2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and

3) Substantially raising our API rate limits for Opus models.
Our agreement with @SpaceX means we will use all the compute capacity at their Colossus 1 data center.

This will give us over 300 megawatts of additional capacity to deploy within the month.
Read 4 tweets
May 6
Let's help folks find jobs in #WordPress. Add positions below.

(I'm not a hiring manager. Do not contact me for jobs.)

Sponsored by @ws_form & @twpworld. Thanks to @JayOnTechPH for helping!

Together, we make our community stronger.
#WordPressJobs WordPress logo next to a view looking down on a table with laptops and notebooks. Text: Weekly WordPress Job Thread. See thread for postings.
.@insta_wp is seeking a Video Editor and Content Producer
instawp.com/careers/
.@asquaredagency is enlisting the following:
Shopify Developer
Senior Front-End Developer
asquared.agency/careers/
Read 7 tweets
May 6
Tomorrow, 6 in 10 Muslims in battleground areas would consider tactically voting for a pro-Gaza independent to stop Labour winning.

Almost half would consider voting Green to stop Labour.

Top findings from @Policy_Exchange's new programme: Understanding Islamopopulism.

🧵 Image
You're familiar with right-populism and left-populism.

But Britain also has a growing populist movement among its four million Muslims: Islamopopulism.

A movement finding expression in independent candidates - and increasingly in other parties such as the Greens and Your Party. Image
Policy Exchange polled over a thousand Muslims in areas of local electoral significance which contain
a high concentration of British Muslim residents.

We also polled a representative sample of the general population.

Polling conducted by @JLPartnersPolls. Image
Read 15 tweets
May 6
The five-second epistemology of Schrödinger’s Blockade — Above Top Secret Pharmaceuticals’ two-pharmacy supply chain — and the four-channel morning that delivered the dopamine squirt to the market and the congregation simultaneously.

Schrödinger’s Blockade.

The Blockade is in full force and effect. The Blockade will allow the Strait to be OPEN TO ALL, including Iran. Both at once. Closed and open. Both true. Schrödinger has the box. The empire is the cat.

Schrödinger’s Blockade is the empire calling Iran’s exclusion of the empire the empire’s own Blockade and announcing the empire is willing to relax the exclusion of the empire if Iran agrees to surrender. The empire takes credit for the Blockade. The empire takes credit for ending the Blockade. Iran has the Strait throughout.

The empire announced this on a Tuesday. Tuesday was a four-channel morning.

Above Top Secret Pharmaceuticals.

The empire’s information supply chain is a pharmaceutical supply chain. The manufacturer is Above Top Secret Pharmaceuticals, a wholly-owned subsidiary of the Holy Catholic and Apostolic Church of Above Top Secret. The active ingredient is the imprimatur. The drug class is certainty enhancer.

Above Top Secret Pharmaceuticals ships to two pharmacies. The brand-name pharmacy is FDA-approved. The brand-name pharmacy is Mount Bloomberg with @axios as the Tier 1 refiner and @KobeissiLetter and @zerohedge as the licensed dealers running last-mile UPS to retail. The brand-name pharmacy adds excipients — bullet points please packaging, ISO certification, the morning anchor’s homily — and charges premium for the trust tax.

The compound pharmacy is the alt-media. The compound pharmacy is Brother Medhurst. The compound pharmacy has no FDA stamp. The compound pharmacy adds no sweetener. The compound formulation is bitter. The compound formulation tastes like shit. The compound formulation is a fraction of the price. The compound formulation is the same active ingredient.

The customer who refuses the FDA brand walks across the street to the compound pharmacy. The customer thinks the customer has escaped Big Pharma. The customer is taking the same molecule. The dopamine is the dopamine. The certainty is the certainty. The pill works regardless of which pharmacy dispensed it.Image
05:10 AM EST. The brand-name Tier 1 refiner.

The byline went up at @axios. The Iran Template’s second print run. Same five years filed forty-six days ago as the empire’s demand. Now filed as Iran’s proposal. Same Word document. Same byline. Find-and-replace as the negotiation. The early-rising audience read it on their phones.

Day 22 reattributed. Five years palmed.

06:07 AM EST. The FDA-certified warehouse.

Mount Bloomberg picked up the byline. Bullet points please for the morning audience. The audience watched the bullets. The bullets were the news. The news was the position. The position was what the byline said Iran proposed.

Mount Bloomberg is the central warehouse. Mount Bloomberg has the ISO stamp. Mount Bloomberg ships to institutions.

06:30 AM – 09:30 AM EST. The licensed dealers.

The alt-finance carriers picked up the byline. @KobeissiLetter screenshotted the headline. @zerohedge ran the bullets. The macro X bro circuit reposted. The cascading reposts produced a sentiment payload. The sentiment payload fed the pre-market scrapers. The scrapers fed the algos. The algos positioned.

Mount Bloomberg ships to institutions. The licensed dealers ship the same package to retail. UPS does not write the package. UPS does not read the package. UPS delivers what was already in the box.

07:41 AM EST. The product.

President ALL CAPS posted on Truth Social.

The post said the highly effective Blockade will allow the Hormuz Strait to be OPEN TO ALL, including Iran.

Including Iran.

President ALL CAPS is allowing Iran to use the Strait Iran owns. President ALL CAPS is allowing the toll-collector to collect tolls. President ALL CAPS is allowing the architecture to operate. President ALL CAPS’ permission extends to Iran the way the homeowner’s permission extends to the burglar inside the home — the permission is the empire pretending the empire is the homeowner. Iran built the Strait. Iran operates the Strait. Iran sets the toll. President ALL CAPS is allowing Iran to do what Iran is already doing on a Strait Iran already controls.Image
The post said the highly effective Blockade is what makes this allowance possible.

This is Schrödinger’s Blockade. The Blockade is in full force and effect. The Blockade will allow the Strait to be OPEN TO ALL. Both at once. The Blockade is closed AND open. The Blockade is closed to the empire because that is the Blockade. The Blockade is open to all because the Blockade is what the empire calls Iran’s exclusion of the empire and Iran is willing to exclude the empire less in exchange for the empire’s funds being released. The Blockade allows what the Blockade is. The Blockade is what the Blockade allows. Schrödinger has the box. The empire is the cat.

The post said the already legendary Epic Fury will be at an end.

Epic Fury became legendary in the same paragraph that announced Epic Fury would end. Epic Fury was already legendary before the post made Epic Fury legendary. Epic Fury was already legendary the way the unwritten novel is already legendary in the unwritten novelist’s mind. The empire is mythologizing the operation in the same sentence the empire is announcing the operation’s termination. The myth is the obituary. The obituary is the press release.

The post said if Iran does not agree, the bombing starts, and it will be, sadly, at a much higher level and intensity than it was before.

The bombing started on Day 1. The bombing has been at the level and intensity of the bombing for sixty-eight days. The empire is threatening to bomb harder than the bombing the empire has already been doing for sixty-eight days. The threat is the bombing. The bombing is the threat. The threat is the receipt that the bombing has not been bombing the way the empire needed the bombing to bomb. The threat threatens the threat. The bombing bombs the bombing.

The post said “Thank you for your attention to this matter!”Image
Read 6 tweets
May 6
1) This is called "Discipline."

2) The DemoKKKrats have had it for years. The GOP just now found it under President Trump.

3) History lesson: anyone remember Obamacare? Do you recall what the DemoKKKrats did to their OWN members to get that passed?
4) To get it through the House, they had to promise numerous (back then) "pro-life" DemoKKKrats that there would be no abortion coverage. Thus they bought off Cong. Bart Stupak, who eventually found out he was lied to.
5) They got the NE senator's vote with a bribe, the "Cornhusker Kickback" and the same with Mary Landrieu in LA ("The Louisiana Purchase"). Could be wrong but I recall that neither of those bribes were paid once the votes were cast. Boo hoo.
Read 12 tweets
May 6
In May 2024, @IDF Sgt. Dolev Mor Yossef posted this photo on his Instagram - posing with two blindfolded Palestinian women.

The two women have not been seen since. Image
They are Aisha and Huda Al Aqqad, a mother and daughter from Khan Younis.

They disappeared from their home in December 2023, during the IDF's assault on Khan Younis. Image
Image
When we approached the IDF with our evidence, they said that the women were released.

They declined to say where, when, and what evidence they have to prove it.

The three soldiers - Dolev Mor Yossef, Ido Meir and Amit Elyakov - did not respond to our requests for comment. Image
Image
Image
Read 5 tweets
May 6
This thread contains major Andrew Tate updates from multiple accounts regarding his UK criminal and civil rape cases and investigation.

Police state are now reviewing over 1 MILLION messages, photos, and videos from the original investigation.

🧵👇🏼 Image
Matthew Jury represents four of the women accusing Andrew Tate of rape.

He has given an excellent breakdown of the key points.

🧵👇🏼
Read 5 tweets
May 6
We're diving into a fascinating business today, a truly unique steel converter in the country. This company boasts impressive and sustainable margins, currently near 19% and heading toward 20%, with an ROCE of 17-18%. It thrives on complex, customised work, securing customers globally and operating manufacturing facilities in six different locations, including Dubai, Bangkok, and the UK.Image
Think about your last elevator ride, perhaps up to the 10th or 30th floor. You pressed the button, glanced at your phone, and didn't give the mechanics a second thought. Yet, holding you and 15 others safely in the air is a steel wire rope, often thinner than your wrist. This critical component costs less than 2% of the elevator’s total value. If it fails, there is no second chance, no backup, and zero margin for error.

Now, for the interesting part.

The manufacturer of this essential, high-specification rope buys the exact same steel rod as a barbed wire company. Same raw material, same country, and the same stock exchange classification. The barbed wire manufacturer earns slim 4% EBITDA margins. This company? It reported a staggering 21.6% margin in its latest quarter. Same input, a five-fold difference in margin. The secret isn't just scale or a flash of genius. It is something profoundly structural and a competitive advantage that, once understood, changes your entire perspective.Image
Usha Martin - A company that the market classifies as a steel converter, but which structurally behaves like a safety-critical industrial consumable business with annuity-like replacement demand and multi-year customer lock-in. To understand why, you have to understand what a wire rope actually does.

They do everything in this value chain except making steel rods which they were doing in the past and bloated out the BS with that and exited and turned the business around.

This presence helped them build a resilient business model making such high margins and very good return ratios.Image
Read 23 tweets
May 6
About the Ned bank - NCBA deal, there's something that many people are getting wrong.

What's the maximum NCBA shares you need to own for you to qualify for the full cash payout of KES 105?

It's not 4500, 5000, 7400, 9400, etc

The correct figure is 7519 NCBA shares
The offer document says that shareholders who would receive fewer than 200 Nedbank shares upon tendering their 66% entitlement shall be paid entirely in cash at KES 10,500 per 100 NCBA shares (= KES 105 per share) instead of the standard 80% NED shares / 20% cash mix.

Working backwards from the exchange ratio of 4.02994 NED per 100 NCBA shares tendered:

To receive exactly 200 NED shares:

200 ÷ 0.0402994 = 4,963 NCBA shares tendered. Since you can tender a maximum of 66% of your holding:

4,963 ÷ 0.66 = 7,519 shares total holding.

The KES 105 all-cash alternative therefore applies ONLY to shareholders holding fewer than approximately 7,519 NCBA shares in total.

Holders of 7,520 or more shares receive the standard KES 98.72 equivalent (80% NED + 20% cash).

(See image below that confirms the same in the offer document)Image
Nedbank even has a calculator on the website to see what you get from the deal depending on the number of shares you have and how many you tender.

And Yes, my calculation of 7519 is correct even from their calculator!

So if you want to know what you stand to get from the offer use the calculator on the websiteImage
Read 4 tweets
May 6
5 Habits men love but are too shy to ask their wives for

//Thread 🧵// Image
Image
Image
Read 6 tweets
May 6
The real cause of addiction, muscle loss and Alzheimer's NAD+ collapse.

Big Pharma doesn't want you to know:

How to use NAD+ right (& avoid the toxic, buffer-loaded ones):🧵 Image
Save 55% on NAD+ and ALL longevity Compounds.

Exclusive discount.

Comment "AGING" below for your 55% code.
So what is NAD+?

Think of it as the spark plug your cells need to turn food into energy.

No NAD+, no fuel. No fuel, nothing works right - your brain gets foggy, your muscles get weak, your recovery falls apart.

And here's the bad news: as you get older, your body makes less of it. By the time most guys hit their 40s, their NAD+ is already running on fumes.

That's where supplementation comes in.Image
Read 13 tweets
May 6
There is no recipe for becoming a great leader.
But this checklist will get you close:
CLARITY

🔳Vision: everyone knows where we're going and why it matters

🔳Roles: crystal clear who does what, owns what, decides what

🔳Standards: non-negotiable behaviors and quality expectations
CAPABILITY

🔳Skills: right people with right abilities in right seats

🔳Development: continuous learning and growth opportunities

🔳Resources: tools, budget, and support needed to win
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!