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Feb 19
We are short $STRL, a poster child for the AI bubble. Data center exposure appears exaggerated. Backlog growth is not supported by contract win data. Margins look inflated. The stock is expensive even vs AI darlings like $NVDA. We see 60-80% downside.
Report at snowcapresearch.comImage
1/ Sterling Infrastructure is not a data center infrastructure company. It owns a collection of regional contractors that specialize in site preparation and excavation services – clearing and grading land before foundations are laid.
2/ In 2022, Sterling rebranded one of its segments as “E-Infrastructure” and began positioning itself to investors as a “picks-and-shovels” play on the AI boom. Since then, its stock has increased nearly twenty-fold, outperforming even marquee AI beneficiaries like $NVDA.
Read 17 tweets
Feb 19
Yesterday, we released Sarvam 30B and Sarvam 105B. Built from scratch, both models leverage a Mixture of Experts (MoE) architecture, delivering stronger performance at scale while using compute more efficiently.
Sarvam 30B activates just 1B non-embedded parameters per token, so it runs far more efficiently while maintaining strong capability.

The model was pretrained on 16 trillion tokens spanning code, web, multilingual, and mathematical data, and supports a 32K context window that enables long-running agentic interactions.

It is ideal for real-time applications like conversational AI and high-throughput workflows where latency matters.Image
Sarvam 105B model follows the same MoE design, activating 9B parameters per token to combine large-scale capability with efficient execution.

With a 128K context window, it is built for more demanding tasks including complex reasoning, agentic task completion, tool use, coding, mathematics, and science.

This makes it well suited for enterprise and population-scale deployments that require deeper reasoning and structured problem solving.Image
Read 4 tweets
Feb 19
The most dangerous place for fat to build up isn’t your belly.

It’s your arteries.

Here are 4 foods that can help keep them clean and protect your heart: 🧵
Plaque in arteries isn’t just cholesterol.

It’s a mix of:
• Calcium
• Protein
• Cholesterol

Inside plaque, researchers often find biofilms: colonies of harmful microbes protected by calcium.

So why does plaque form?
Plaque forms where arteries are damaged or inflamed.

This damage usually comes from:
• Sugar and refined carbs
• Seed oils (omega-6)
• Alcohol and junk food
• Diabetes and insulin resistance

That’s what allows calcium and LDL to harden inside arteries.
Read 14 tweets
Feb 19
In quoted thread inscriptions of Sindas claiming okkala origin was given.

One of the progenitors of Kunchitiga is called "Havina Kama raya", his descendants are called "Havinavaru" (Snake clan).

The last Sinda in Karnataka was called Sarpa Kamayya (Snake Kamayya)
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An older inscription in Dharwad ~1043 AD mentions a "Kunchavadiga" Dasayya of the Sinda kula.

"Sinda-davrau" is a Kula among Kunchitigas.

The Sindas claimed to be Bujagendravamsha (Naga).

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Read 5 tweets
Feb 19
The 10 Most Important Lessons 20 Years of Mathematics Taught Me

1. Breaking the rules is often the best course of action. Image
I can’t even count the number of math-breaking ideas that propelled science forward by light years.

We have set theory because Bertrand Russell broke the notion that “sets are just collections of things.”
We have complex numbers because Gerolamo Cardano kept the computations going when encountering √−1, refusing to acknowledge that it doesn’t exist.
Read 44 tweets
Feb 19
After reading 1000s of books...

I'm convinced everyone needs to read these 10 books before they turn 30:

10. The Alchemist by Paulo Coelho. Image
9. Sapiens: A Brief History of Humankind by Yuval Noah Harari. Image
8. The Catcher in the Rye by J.D. Salinger. Image
Read 12 tweets
Feb 19
NEW: Kathy Ruemmler shared nonpublic details with Jeffrey Epstein about the White House's probe into a 2012 prostitution scandal that engulfed the Secret Service during her tenure as White House counsel, emails show
bloomberg.com/news/articles/…
In a dozen or so exchanges that were sent months after Ruemmler left her White House position in 2014, she complained to Epstein about “this secret service crap” and forwarded to him a draft email that contained detailed, nonpublic information about the behind-the-scenes role the White House Counsel’s office played in investigating the 2012 prostitution scandal
Epstein offered advice, as well as what he described as “edits” to the email draft, which Ruemmler indicated she was planning to send to a journalist. “Breathe, smile. You’re free,” he wrote in one message.
Read 6 tweets
Feb 19
U.K. action helps expose DOJ coverup:

Feb 7: Bondi DOJ memo: "We did not uncover evidence that could predicate an investigation against uncharged third parties."

Sept 16: Kash Patel testimony: "There is no credible information, none" that Epstein trafficked girls to other men. Image
2/ Plus: Norway's former PM charged with gross corruption over Epstein links

bbc.com/news/articles/…
3/ Plus France

Paris Prosecutors Open 2 Epstein-Linked Probes and Call on Victims to Come Forward
washingtonpost.com/world/2026/02/…
Read 5 tweets
Feb 19
22 questions to ask yourself to become who you're meant to be 🧵 Image
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Read 14 tweets
Feb 19
@zerohedge on Brunel. @KimWexlerMAJD @DM_4USA @KathMLee1 @LizCrokin How did Jeffrey get his intel? Well, glad you ask! @misterchambo @DawnsMission @BGatesIsaPyscho @SomeBitchIIKnow @LoriMills4CA42 @JuliaLaRoche @MichelleMakori @GeorgeGammon @DiMartinoBooth involves UAE deal 1/ Image

Canaccord Genuity Ltd did business for Jeffrey's buddy, the Sultan. Michael Kodesch ran $ 4 Canaccord. @FringeViews @foundring1 @natalimorris @EmeraldRobinson @ClaytonMorris
Rothschild lawyer Ruemmler passed Epstein intel on a federal judge in 2015. 2/ justice.gov/epstein/files/…Image
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@FringeViews @foundring1 @natalimorris @EmeraldRobinson @ClaytonMorris rocketreach.co/michael-kodesc…
theorg.com/org/the-rmr-gr…
brokercheck.finra.org/individual/sum… Archived. Epstein $ network + lawyers ran cover/gathered intel. 3/ @HarrisonHSmith @Great_Upset @SenEricSchmitt @SaraGonzalesTX @julie_kelly2 @Nero @WeTheBrandon @ColonelTowner
zerohedge.com/political/epst… Image
Read 4 tweets
Feb 19
If it makes you feel any better, Jews also don't really understand who all the Jews are and which people are Jewish. The writer of Mad Men went to a prep school which was plurality Jewish, and the "WASPs" who bullied him for being Jewish were Jewish. This happens a lot with Jews. Image
The most numerous kinds of Jews are the semi-assimilated Ostjuden who maintain one foot in a Jewish diaspora and one foot in an American identity, and the Orthodox Jews, the only Jews who really practice "Judaism" as a religion in the rabbinic, rulesy sense.
Lately, a lot of people have been getting the intuition that there are a lot more Jews than 2%. This is directionally correct and driven by two factors. One is that there are simply more than 2% Jews.
Read 70 tweets
Feb 19
8 Tricky Questions to Reveal Her Past Relationships:

THREAD 🧵 Image
You want to know her past…

Without sounding insecure or needy.

Here’s how to get her talking naturally, playfully, and without pressure.

Ask these and watch her open up:
1. “Are you the jealous type, or are you chill in relationships?”

This reveals:
• How she acted in past dynamics
• If her ex made her insecure
• Her attachment style

Subtle. But super telling.
Read 13 tweets

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