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SitRep - 17/02/26 - Have talks in Geneva already stalled?
An overview of the daily events in Russia's invasion of Ukraine. According to Axios, talks in Geneva between Ukraine, Russia and US have stalled, caused by Russian chief negotiator Medinsky.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. According to Axios, talks in Geneva between Ukraine, Russia and US have stalled, caused by Russian chief negotiator Medinsky.
REPOST=appreciated
1/X
Missed the latest?
As usual we start with Russian losses
it should be remembered we can deport foreigners on a plane faster than they can have kids, and our long-term goal is to salami slice Democrat coalition by starting with Somalians and moving down the tribal list to reverse Hart-Celler Act (1965) with 150 million deportations.
we will start by targeting all foreigners on welfare, which is an easy rhetorical argument. It makes zero sense for America to bring in worthless foreign savages who can't speak English, then give them scarce resources of free housing, welfare, food stamps, and medicine.
at every stage of the process, our goal is to exhaust Democrats and force Leftists into publicly destroying their own credibility by taking ownership of indefensible positions, such as when Democrats protect Mexican pedophiles and cartel sicarios from deportations.
Did you know Indians born in Suriname were once considered Dutch citizens? And while that might sound strange, all of this connects back to Lord Ram and the settlements of Chinsurah and Baranagar on the banks of the Hooghly. Do read on. 1/24
Moving through the streets of Baranagar in North Kolkata can be challenging at times. Rickshaws, autos, trucks, and even the odd stray cattle all vie for a place. It does not just bustle with activity; it practically lives and breathes it. 2/24
But as you move through the intricate, narrow lanes, you will find old houses, broken and scarred, called Kuthis. Now these kuthis once housed Sahebs, mostly Britishers, but for a time they also housed people from the land of the Oranje, the Dutch. 3/24
Much of the discussion about the US Secretary of State's speech at the Munich Security Conference has reinforced its own Eurocentric logic by obscuring the context. But it can only be understood within *its own* context.🧵
The fall of US imperialism portends the end of "western civilization" as Rubio called it. It is a phase of human history that began with chattel slavery & the colonization of the Americas. 2/n
But that phase of human history is coming to an end. Rubio's speech is thus a clarion call, a plea for white unity against the Global Majority, the masses of the world that have had enough. It is a reflection of Western weakness, not strength. 3/n
THE REID HOFFMAN FILES, PART 1
"Note to self, Google before going."
-- Hoffman, Newcomer podcast, Dec 1, 2025
Hoffman said he visited Jeffrey Epstein's island without knowing about his criminal history. That he should have Googled him first.
This is a lie.
Buckle up.
"Note to self, Google before going."
-- Hoffman, Newcomer podcast, Dec 1, 2025
Hoffman said he visited Jeffrey Epstein's island without knowing about his criminal history. That he should have Googled him first.
This is a lie.
Buckle up.
The following comes from 1.4 million DOJ documents, mined using a custom implementation of the latest technology.
Every quote below is verbatim and comes with a link to the original document for immediate verification.
Every quote below is verbatim and comes with a link to the original document for immediate verification.
The purpose of this thread is to prove the depth of interactions between Epstein and Hoffman.
Confirmation of island visits, ranch visits, etc. will be proven in later threads, not this one.
The evidence is just too overwhelming, so we are staying focused.
Confirmation of island visits, ranch visits, etc. will be proven in later threads, not this one.
The evidence is just too overwhelming, so we are staying focused.
America’s Pivot to Asia has failed.
That’s the argument I make in an essay out today in Foreign Affairs.
I know this will be controversial, so let me explain why I think we need to take this seriously and reimagine what comes next. A thread… (1/10)
foreignaffairs.com/united-states/…
That’s the argument I make in an essay out today in Foreign Affairs.
I know this will be controversial, so let me explain why I think we need to take this seriously and reimagine what comes next. A thread… (1/10)
foreignaffairs.com/united-states/…
(2/10) After 15 years, the time has come to acknowledge the US hasn’t prioritized Asia, especially economically or diplomatically.
I’ve spent years suggesting ways to strengthen the Pivot. But the question is not whether the US will pivot to Asia, but how far it will pull back.
I’ve spent years suggesting ways to strengthen the Pivot. But the question is not whether the US will pivot to Asia, but how far it will pull back.
(3/10) US rhetoric and action on Asia are increasingly disconnected.
We have no coherent economic or diplomatic strategy. We are as distracted as ever and increasingly resource constrained.
Many of these limitations predated Trump 2.0, but they have worsened in the last year.
We have no coherent economic or diplomatic strategy. We are as distracted as ever and increasingly resource constrained.
Many of these limitations predated Trump 2.0, but they have worsened in the last year.
1/🚨On March 20, 2015, Jeffrey Epstein received a draft agenda for a meeting titled "Preparing for Pandemics."
The meeting would feature the Director General of the WHO and the President of the Red Cross.
Two weeks later, Bill Gates gave his famous TED talk: "The Next Outbreak? We're Not Ready."
The planning documents went through Epstein first. Thread 🧵👇
The meeting would feature the Director General of the WHO and the President of the Red Cross.
Two weeks later, Bill Gates gave his famous TED talk: "The Next Outbreak? We're Not Ready."
The planning documents went through Epstein first. Thread 🧵👇
2/15 The email came from IPI — the International Peace Institute, a UN-adjacent think tank run by Terje Rød-Larsen, Epstein's self-described "best friend."
IPI staffer Walter Kemp wrote to Rød-Larsen:
"Let's discuss next steps, for example how to officially involve the WHO and ICRC (i.e. co-branding)."
"I hope we can pull this off!"
📄 [EFTA00861674]: justice.gov/epstein/files/…
IPI staffer Walter Kemp wrote to Rød-Larsen:
"Let's discuss next steps, for example how to officially involve the WHO and ICRC (i.e. co-branding)."
"I hope we can pull this off!"
📄 [EFTA00861674]: justice.gov/epstein/files/…
3/15 Rød-Larsen forwarded it to Epstein at 2:33 AM.
Ten hours later, Epstein forwarded it to a REDACTED RECIPIENT.
He wasn't just receiving these documents. He was routing them onward — to someone we can't see.
The attached file: 📄"18032015_Geneva_meeting_on_pandemics_Agenda.docx"
Ten hours later, Epstein forwarded it to a REDACTED RECIPIENT.
He wasn't just receiving these documents. He was routing them onward — to someone we can't see.
The attached file: 📄"18032015_Geneva_meeting_on_pandemics_Agenda.docx"
1) Copper to optical. When copper interconnect guys like $ALAB $CRDO start saying they've always looked at optical because it's such a large opportunity?
ALAB. Optical including scale-up is "actually a very large opportunity."
Two main reasons shares were hit hard.
- Little earnings leverage due to high photonics R&D
- Uncertainty about future optics positioning & share
ALAB doesn't have the capability to design high margin, core photonics components. $LITE $COHR benefit despite the initial uncertainty.
ALAB is down 51% since September and -26% YTD.
ALAB. Optical including scale-up is "actually a very large opportunity."
Two main reasons shares were hit hard.
- Little earnings leverage due to high photonics R&D
- Uncertainty about future optics positioning & share
ALAB doesn't have the capability to design high margin, core photonics components. $LITE $COHR benefit despite the initial uncertainty.
ALAB is down 51% since September and -26% YTD.
2) $CRDO optical road map based on Dec earnings call and Jan conference comments. ZeroFlap Optics and Active (micro)LED Cables or ALCs.
CRDO thinks ALC TAM will "ultimately be more than double the size of the AEC TAM."
ZF Optics uses standard transceivers with CRDO optical DSPs and software/firmware to improve reliability, remotely manage, efficiently maintain etc. ZF is "multi-billion dollar" opportunity long term.
Both speak to transitions toward optical, from shorter reach AECs to longer distances.
CRDO thinks ALC TAM will "ultimately be more than double the size of the AEC TAM."
ZF Optics uses standard transceivers with CRDO optical DSPs and software/firmware to improve reliability, remotely manage, efficiently maintain etc. ZF is "multi-billion dollar" opportunity long term.
Both speak to transitions toward optical, from shorter reach AECs to longer distances.
3) ALCs use microLEDs and not lasers. So they're slow and aren't coherent sources. But likely much cheaper.
CRDO didn't discuss specs beyond TAM expansion due to 30 meter vs 5 meter reach. But slower microLEDs suggest parallel arrays & transmissions.
Like ALAB, transitions toward optical do create more uncertainty. CRDO is down 34% since Dec and down YTD despite preannouncing Jan Q sales of $406M (up 3x Y/Y) vs $340M cons.
CRDO didn't discuss specs beyond TAM expansion due to 30 meter vs 5 meter reach. But slower microLEDs suggest parallel arrays & transmissions.
Like ALAB, transitions toward optical do create more uncertainty. CRDO is down 34% since Dec and down YTD despite preannouncing Jan Q sales of $406M (up 3x Y/Y) vs $340M cons.
🔴 MUST WATCH
This an important compilation of some of the timeline from October 7th that was misappropriated, bent and propagandized to the world to manufacture consent for “war”.
Then a massive slaughter began against innocent Palestinians, which continues as of today.
Remember the Bibas family? They are visible in this clip and are taken care of, but are later killed under the heavy assault from Israel’s own execution of the Hannibal directive.
Will add some more info in the thread.
This an important compilation of some of the timeline from October 7th that was misappropriated, bent and propagandized to the world to manufacture consent for “war”.
Then a massive slaughter began against innocent Palestinians, which continues as of today.
Remember the Bibas family? They are visible in this clip and are taken care of, but are later killed under the heavy assault from Israel’s own execution of the Hannibal directive.
Will add some more info in the thread.
How I use delta for my options trades?
I make a variety of different trades
Different stocks and different scenarios
The delta I use is different for each of these trades
A thread 🧵 👇👇
You will definitely wanna BOOKMARK it
$NVDA $AMZN $TSLA $GOOGL $PLTR $SOFI $META
I make a variety of different trades
Different stocks and different scenarios
The delta I use is different for each of these trades
A thread 🧵 👇👇
You will definitely wanna BOOKMARK it
$NVDA $AMZN $TSLA $GOOGL $PLTR $SOFI $META
What is Delta in Options Trading?
Delta is a risk metric in options trading
It measures the sensitivity of an option's price to changes in the underlying stock
Example:
$NVDA put👇👇👇
Delta is a risk metric in options trading
It measures the sensitivity of an option's price to changes in the underlying stock
Example:
$NVDA put👇👇👇
It tells you how much an option’s price will move for each $1 move in the underlying stock
For example:
If an option has a Delta of 0.5...
The option’s price will move $0.50 for every $1 move in the stock
For example:
If an option has a Delta of 0.5...
The option’s price will move $0.50 for every $1 move in the stock
Justice Ruth Bader Ginsburg was a strong believer in Affirmative Action for thee but not for me when it came to hiring her law clerks. She needed the best to outsmart Scalia.
So, she hired one black clerk, Paul Watford, out of her 159 clerks.
1 out of 159.
So, she hired one black clerk, Paul Watford, out of her 159 clerks.
1 out of 159.
Should Supreme Court justices be as ruthlessly meritocratic and colorblind in hiring law clerks as Ruth Bader Ginsburg was, or should African-Americans be handed by quota, say, 5% representation in such an influential job?
This important question is seldom debated in the press because the thoroughly documented size of the racial gap at the far right edge of the intelligence bell curve is so so large, yet so unknown, that any expert who mentions the data sounds to normies like an insane racist.
The dumbest thing is that the data center companies are combining the need for training and inference and assuming that all it needs to be in 1,000MW increments. They don't. Here are some estimates...
For US frontier AI training specifically, demands could reach 20-25 GW total by 2028 across multiple companies, with single-model clusters needing 2-5 GW.
@AnthropicAI
anthropic.com/news/build-ai-…
@AnthropicAI
anthropic.com/news/build-ai-…
Largest individual frontier training run; driven by 2.2-2.9x annual growth from current ~0.1 GW levels. Assumes no major bottlenecks in power delivery but notes upper end may face grid constraints. Equivalent to powering 3-12 million US homes.
@EpochAIResearch @EPRINews
epoch.ai/blog/power-dem…
@EpochAIResearch @EPRINews
epoch.ai/blog/power-dem…
