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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
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.
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.
X is currently ablaze with a dog-ownership debate. It began with @NerdeenKiswani’s post calling dogs “unclean,” escalated when Rep. Randy Fine replied, “If they force us to choose, the choice between dogs and Muslims is not a difficult one,” and intensified after streamer @sneako added, “Dogs are gross and haram… F*** your dog.”
This prompted people to flood the site with dog photos, defending their pets as if defending family.
Why such intensity? Because for many of us, that’s exactly what dogs are.
The human–dog bond didn’t begin in suburbia, or within any one religious tradition. It began 50,000 years ago, in the Ice Age, when small bands of humans and wolves formed an alliance that reshaped both species.
We didn’t just domesticate dogs. We co-evolved with them. 🧵
This prompted people to flood the site with dog photos, defending their pets as if defending family.
Why such intensity? Because for many of us, that’s exactly what dogs are.
The human–dog bond didn’t begin in suburbia, or within any one religious tradition. It began 50,000 years ago, in the Ice Age, when small bands of humans and wolves formed an alliance that reshaped both species.
We didn’t just domesticate dogs. We co-evolved with them. 🧵
Geneticist @razibkhan wrote in Quillette:
"Dogs are the only domestic species who have been with us since the Pleistocene, which ended 11,500 years ago. Crops, cattle, and cats all came later, during the Holocene, after the Ice Age.
When Siberians crossed over to the New World 15,000 years ago, they also brought their dogs. These dogs served many roles. Friend, beast of burden, and yes, even food."
quillette.com/2020/10/29/the…
"Dogs are the only domestic species who have been with us since the Pleistocene, which ended 11,500 years ago. Crops, cattle, and cats all came later, during the Holocene, after the Ice Age.
When Siberians crossed over to the New World 15,000 years ago, they also brought their dogs. These dogs served many roles. Friend, beast of burden, and yes, even food."
quillette.com/2020/10/29/the…
The New World dogs, who were present when the Spaniards landed in 1492, are one of the five great Pleistocene lineages from which all modern dogs descend.
🧵 1/10 Thread 👇🏻
Congressman @Lancegooden is RIGHT: stealing from our veterans is a disgrace to humanity.
But this isn’t just “missing money.” It’s a calculated $270 MILLION heist from charities meant for Gold Star families, wounded warriors, and veteran mental health.
The full memorandum lays it out.
Congressman @Lancegooden is RIGHT: stealing from our veterans is a disgrace to humanity.
But this isn’t just “missing money.” It’s a calculated $270 MILLION heist from charities meant for Gold Star families, wounded warriors, and veteran mental health.
The full memorandum lays it out.
2/10
Mark Eric Patrick was the trusted tax counsel who BUILT the donor-advised fund structure for James Dondero’s charitable legacy.
In 2021 the charities handed him total control.
He repaid that trust by orchestrating a multi-step corporate burglary to steal everything.
This is straight-up fiduciary betrayal.
Mark Eric Patrick was the trusted tax counsel who BUILT the donor-advised fund structure for James Dondero’s charitable legacy.
In 2021 the charities handed him total control.
He repaid that trust by orchestrating a multi-step corporate burglary to steal everything.
This is straight-up fiduciary betrayal.
3/10
Step 1: Patrick secretly created a new Delaware LLC and a generic Cayman GP (“hard to find or track or trace” his own words).
He moved the entire $269+ million fund into entities he alone controlled WITHOUT telling the veteran-serving charities.
Step 1: Patrick secretly created a new Delaware LLC and a generic Cayman GP (“hard to find or track or trace” his own words).
He moved the entire $269+ million fund into entities he alone controlled WITHOUT telling the veteran-serving charities.
🧵 1/
Everyone’s heard whispers about Ivermectin & Fenbendazole as cancer adjuncts.
Let’s break down why independent doctors like Dr. William Makis, and survivor Joe Tippens, put these repurposed drugs under the microscope.
#CancerResearch #RepurposedDrugs
Everyone’s heard whispers about Ivermectin & Fenbendazole as cancer adjuncts.
Let’s break down why independent doctors like Dr. William Makis, and survivor Joe Tippens, put these repurposed drugs under the microscope.
#CancerResearch #RepurposedDrugs
2/
These compounds aren’t “miracle cures.” They’re metabolic disruptors: they interfere with how cancer cells make energy, replicate, and resist death.
#CancerMetabolism #SystemsBiology
These compounds aren’t “miracle cures.” They’re metabolic disruptors: they interfere with how cancer cells make energy, replicate, and resist death.
#CancerMetabolism #SystemsBiology
3/
📘 Ivermectin — discovered in the 1970s as an antiparasitic — does far more than kill worms.
It interferes with cancer’s survival software:
Blocks PI3K/AKT/mTOR
Inhibits WNT/β-catenin
Suppresses NF-κB
Reverses multidrug resistance
#Ivermectin #MetabolicTherapy
📘 Ivermectin — discovered in the 1970s as an antiparasitic — does far more than kill worms.
It interferes with cancer’s survival software:
Blocks PI3K/AKT/mTOR
Inhibits WNT/β-catenin
Suppresses NF-κB
Reverses multidrug resistance
#Ivermectin #MetabolicTherapy
Here's a fascinating video that a guy took from his rooftop north of the WTC on 9/11. It's several videos spliced together so the time clock is not real time.
He used a camera with a super zoom lens. He has started filming after the 1st plane hit the South Tower.
Interesting
He used a camera with a super zoom lens. He has started filming after the 1st plane hit the South Tower.
Interesting
(whoops! 1st plane hit the North Tower. He is filming from north of that.)
1. 5:08 2nd plane hits the South Tower
2. 15:40 molten steel is falling from the NE corner of the South Tower. This is evidence of a thermitic reaction that has started prematurely.
1. 5:08 2nd plane hits the South Tower
2. 15:40 molten steel is falling from the NE corner of the South Tower. This is evidence of a thermitic reaction that has started prematurely.
The reaction is Iron Oxide + Aluminum yields Iron + Aluminum Oxide + a lot of Energy (heat)
What you are seeing is molten iron falling from the corner of the tower as this incendiary device is burning a slot through the width of the steel column to weaken it.
3. 16:18 South
What you are seeing is molten iron falling from the corner of the tower as this incendiary device is burning a slot through the width of the steel column to weaken it.
3. 16:18 South
Microsoft Research and Salesforce analyzed 200,000+ AI conversations and found something the entire industry already suspected but nobody would say out loud.
every major model gets dramatically worse the longer you talk to it.
GPT-4, Claude, Gemini, Llama. all of them. no exceptions.
paper: arxiv.org/abs/2505.06120
every major model gets dramatically worse the longer you talk to it.
GPT-4, Claude, Gemini, Llama. all of them. no exceptions.
paper: arxiv.org/abs/2505.06120
the paper calls it "lost in conversation."
and the mechanism is more specific than you'd expect.
it's not that the model "forgets." it's that it guesses too early, then refuses to let go.
when an llm makes a wrong assumption in turn 2 or 3, it anchors to that mistake. treats its own earlier output as ground truth. new information from you gets filtered through the lens of an error it already committed to.
by the end of the chat, it's not answering your question. it's defending its first guess.
and the mechanism is more specific than you'd expect.
it's not that the model "forgets." it's that it guesses too early, then refuses to let go.
when an llm makes a wrong assumption in turn 2 or 3, it anchors to that mistake. treats its own earlier output as ground truth. new information from you gets filtered through the lens of an error it already committed to.
by the end of the chat, it's not answering your question. it's defending its first guess.
here's the part that should bother you:
the researchers decomposed the performance drop into two components.
aptitude (the model's raw ability to solve the task) only dropped 16%.
but unreliability (the gap between best-case and worst-case output) increased by 112%.
translation: your chatbot can still do the work. it just becomes a coin flip whether it actually will on any given conversation.
the researchers decomposed the performance drop into two components.
aptitude (the model's raw ability to solve the task) only dropped 16%.
but unreliability (the gap between best-case and worst-case output) increased by 112%.
translation: your chatbot can still do the work. it just becomes a coin flip whether it actually will on any given conversation.
this is a new family of protocols and research directions we intend to experiment with, research, study, deploy, partner with others on, and more
if it interests you, please reach out, these are early days collective.flashbots.net
if it interests you, please reach out, these are early days collective.flashbots.net
many of you know a lot of us at Flashbots have been obsessed with dc nets and their off-shots for many years now
well, we are making it real. hello, next generation of IP anonymity protocols. beyond Tor. beyond mixnets. beyond dark pools. integrated into every aspect of crypto
well, we are making it real. hello, next generation of IP anonymity protocols. beyond Tor. beyond mixnets. beyond dark pools. integrated into every aspect of crypto
🔥 Russia’s oil machine is breaking.
Ukraine is accelerating it.
🧵1/11
Ukraine is accelerating it.
🧵1/11
🔥Urals crashes: Russia’s oil empire is fracturing fast. Urals crude has plunged below $40/barrel amid brutal US sanctions—triggering bankruptcies in producing regions and suffocating export revenues. Ukraine’s deep strikes are accelerating the breakdown.
2/11
2/11
🔥The collapse began: Urals dipping under $40, sparked a wave of bankruptcies among smaller 🇷🇺 oil firms in core regions. Tightening sanctions (Rosneft/Lukoil) have widened discounts to record levels, slashing revenues/rendering half of fields unprofitable without tax relief
3/11
3/11
