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What is Tragic Optimism? A Thread
Last week, I wrote about toxic positivity. To summarize, toxic positivity is a forced denial of any tragic past. It’s often encouraged in the military to “embrace the suck.”
Last week, I wrote about toxic positivity. To summarize, toxic positivity is a forced denial of any tragic past. It’s often encouraged in the military to “embrace the suck.”
In combat, and in the events that follow, it makes sense to grin and bear difficult and tragic circumstances.
But when a soldier returns home, a continual display of happiness despite having grave undertones of seriously negative emotions can be counter intuitive to healing soul wounds, such as sadness, outrage, guilt, and other morally injurious responses.
🚨 I've spent weeks inside the Epstein files — not looking for names, but for infrastructure.
What I found: Jeffrey Epstein wasn't just a sex trafficker. He was a switchboard — routing government secrets, Wall Street intelligence, and political power through one network.
The same network that built the censorship machine that targeted your speech during COVID.
Five parts. All sourced to DOJ documents. Here's the whole investigation 🧵👇
What I found: Jeffrey Epstein wasn't just a sex trafficker. He was a switchboard — routing government secrets, Wall Street intelligence, and political power through one network.
The same network that built the censorship machine that targeted your speech during COVID.
Five parts. All sourced to DOJ documents. Here's the whole investigation 🧵👇
PART 1: The DOJ released thousands of pages of Epstein files. Buried inside them is a 20-year financial architecture designed to turn pandemics into a profit center.
Offshore vaccine funds. Donor-advised fund structures naming "pandemic" as a key area — three years before COVID.
JPMorgan treated a convicted sex offender as the operational architect of a Gates-linked charitable fund.
Every claim sourced. Every document numbered.
🔗 sayerji.substack.com/p/breaking-the…
Offshore vaccine funds. Donor-advised fund structures naming "pandemic" as a key area — three years before COVID.
JPMorgan treated a convicted sex offender as the operational architect of a Gates-linked charitable fund.
Every claim sourced. Every document numbered.
🔗 sayerji.substack.com/p/breaking-the…
PART 2: Inside Project Molecule — the 14-page JPMorgan proposal that turned biology into investable infrastructure.
$20M to "finance the surveillance network in Pakistan." Parametric triggers. Reinsurance markets. Vaccine capital positioned in structures designed for offshore flexibility and arm's-length profit.
This wasn't pandemic response. It was pandemic business planning — years before any pandemic.
🔗 sayerji.substack.com/p/inside-proje…
$20M to "finance the surveillance network in Pakistan." Parametric triggers. Reinsurance markets. Vaccine capital positioned in structures designed for offshore flexibility and arm's-length profit.
This wasn't pandemic response. It was pandemic business planning — years before any pandemic.
🔗 sayerji.substack.com/p/inside-proje…
1/5 For 2+yrs pro🇮🇱 lobbyists have orchestrated a defamation campaign against me including by chopping my statements/decontextualizing my words so as to project me as someone who: justifies Oct 7 atrocities, denies crimes such as sexual violence, downplays the hostages'plight.
🧵
🧵
2/5 I have been closely monitored across dozens of countries, hundreds of events, thousands of interviews. When my words were chopped & decontextualized, few fact-checked, fewer reported or corrected. The culprits never apologized: emboldened by impunity, they continued.
3/5 Example: at a book talk in Catania🇮🇹, I explained how Israel justifies the targeting and annihilation of doctors and civil servants, by labeling them "Hamas". My words were twisted to make it seem I said "Hamas are good, they run schools!"
🚨 The Photonics Landscape: An Investor's Guide
$POET $LITE $COHR $AXTI $AAOI
Photonics interest is exploding
This is a sector with massive tailwinds for 2026
Let's dig into what photonics is, what problems it solves, and why 2026 is a pivotal year.
We will also dig in to who the major players are.
You'll want to save this thread.
Please repost/quote if you found it valuable!
$POET $LITE $COHR $AXTI $AAOI
Photonics interest is exploding
This is a sector with massive tailwinds for 2026
Let's dig into what photonics is, what problems it solves, and why 2026 is a pivotal year.
We will also dig in to who the major players are.
You'll want to save this thread.
Please repost/quote if you found it valuable!
Photonics Overview
Think of Photonics applications in the data center as using pulses of light instead of electrical signals to move data between computers.
As AI systems grow, they generate more data than copper can move efficiently.
Electrical links hit limits tied to distance, stability, heat, and bandwidth.
These limits show up quickly inside modern clusters.
Copper works well across short distances and slower speeds, but beyond that, power budgets spike and network paths get congested.
Light handles these constraints better because photons travel farther with less loss and lower power use.
This is why photonics is moving deeper into AI racks each year.
(Yes I know this image is goofy)
Think of Photonics applications in the data center as using pulses of light instead of electrical signals to move data between computers.
As AI systems grow, they generate more data than copper can move efficiently.
Electrical links hit limits tied to distance, stability, heat, and bandwidth.
These limits show up quickly inside modern clusters.
Copper works well across short distances and slower speeds, but beyond that, power budgets spike and network paths get congested.
Light handles these constraints better because photons travel farther with less loss and lower power use.
This is why photonics is moving deeper into AI racks each year.
(Yes I know this image is goofy)
Why 2026 is Explosive
The demand for AI is exploding.
We need to send more data, faster than ever
Let's look at some of the major tailwinds for 2026:
- NVIDIA’s upcoming Rubin platform represents a massive leap forward by utilizing extreme co-design across GPUs, CPUs, and networking to drive down inference costs.
- The industry is currently transitioning from 800G to 1.6T to accommodate the massive data throughput required by trillion-parameter models. This jump is expected to trigger a massive increase in high-speed transceiver volumes, making 2026 the breakout year for volume shipments.
- CPO (Co-Packaged Optics) solve the efficiency crisis by bringing optical engines directly onto the processor substrate. This architecture delivers much better power efficiency than traditional pluggable modules, allowing for much denser AI fabrics. CPO adoption is coming sooner than anticipated.
- OCS (Optical Circuit Switching) use microscopic mirrors to physically redirect light beams, resulting in nearly zero latency and power consumption during the data path. Lumentum entered 2026 with a backlog exceeding $400 million.
- The silicon photonics market is entering a hyper-growth phase and is projected to scale from $1.8 billion in 2025 to over $10B by 2030.
Next, let's dig into the companies involved, grouped by mkt cap
(I know this image is also goofy)
The demand for AI is exploding.
We need to send more data, faster than ever
Let's look at some of the major tailwinds for 2026:
- NVIDIA’s upcoming Rubin platform represents a massive leap forward by utilizing extreme co-design across GPUs, CPUs, and networking to drive down inference costs.
- The industry is currently transitioning from 800G to 1.6T to accommodate the massive data throughput required by trillion-parameter models. This jump is expected to trigger a massive increase in high-speed transceiver volumes, making 2026 the breakout year for volume shipments.
- CPO (Co-Packaged Optics) solve the efficiency crisis by bringing optical engines directly onto the processor substrate. This architecture delivers much better power efficiency than traditional pluggable modules, allowing for much denser AI fabrics. CPO adoption is coming sooner than anticipated.
- OCS (Optical Circuit Switching) use microscopic mirrors to physically redirect light beams, resulting in nearly zero latency and power consumption during the data path. Lumentum entered 2026 with a backlog exceeding $400 million.
- The silicon photonics market is entering a hyper-growth phase and is projected to scale from $1.8 billion in 2025 to over $10B by 2030.
Next, let's dig into the companies involved, grouped by mkt cap
(I know this image is also goofy)
This Epstein email shows that Epstein knew the Ambassador to France Jane D. Hartley; he also was aware that Ariane de Rothschild was just around the corner from the embassy:
Soon-Yi Previn (Woody Allen's weird situation wife) knew that Jane Hartley would become the French Ambassador:
justice.gov/epstein/files/…
justice.gov/epstein/files/…
Glad to see this panel @The_ACNA
Cancel-culture efforts & demands for apologies leave me wondering: is the goal to get any initiative that tackles sexism/misogyny cancelled?
B/c if ppl can't even hear those words w/out melting down, it only shows how much we need this panel🧵
Cancel-culture efforts & demands for apologies leave me wondering: is the goal to get any initiative that tackles sexism/misogyny cancelled?
B/c if ppl can't even hear those words w/out melting down, it only shows how much we need this panel🧵
Over the yrs, countless people have contacted Bp Dobbs about the online behavior of Fr. Matt Kennedy.
I myself have done it publicly in the past. ⬇️
And I'm doing it again today, b/c I hope the province won't bend to cancel culture. 2/
I myself have done it publicly in the past. ⬇️
And I'm doing it again today, b/c I hope the province won't bend to cancel culture. 2/
Fr. Matt & Rev. Anne have again taken on the role of self-appointed ideological judge & jury, demanding a public apology & calling for the entire discussion to be shut down.
This is the opposite of cultivating healthy communities, let alone allowing for critical thinking. 3/
This is the opposite of cultivating healthy communities, let alone allowing for critical thinking. 3/
My proposal for pardon reform:
1-Pardons must be affirmatively approved by a vote of 2/3 of either the House or the Senate
2-If a president issues a pardon, the House is constitutionally obligated to hold a vote on it no later than 30 days after the pardon
(1/4)
1-Pardons must be affirmatively approved by a vote of 2/3 of either the House or the Senate
2-If a president issues a pardon, the House is constitutionally obligated to hold a vote on it no later than 30 days after the pardon
(1/4)
3-If the House votes down a pardon, the Senate is constitutionally required to hold a vote no later than 30 days after rejection
4-If a pardon is rejected by the Senate, the president is barred from issuing pardons for the same offense to the same individuals
(2/4)
4-If a pardon is rejected by the Senate, the president is barred from issuing pardons for the same offense to the same individuals
(2/4)
5-The congressional approval requirement will not apply to pardons issued to comply with international agreements with other countries, but in these cases the senate must vote on the pardon by the initiative of any senator and may, by a 2/3 vote, reject the pardon
(3/4)
(3/4)
My name is Sameerah Munshi. I am an American citizen and an advisor to the White House Religious Liberty Commission, appointed by the President of the United States.
Below is my statement on recent events surrounding the Commission and Carrie Prejean Boller @CarriePrejean1 @DanPatrick @POTUS
Full statement also here: open.substack.com/pub/sameerahmu…
Below is my statement on recent events surrounding the Commission and Carrie Prejean Boller @CarriePrejean1 @DanPatrick @POTUS
Full statement also here: open.substack.com/pub/sameerahmu…
In recent weeks, I have become deeply concerned about efforts to expand the definition of antisemitism in a manner that will, wittingly or unwittingly, restrict constitutionally protected speech and religious expression. That concern was brought into sharp relief at the latest hearing on antisemitism where Christian views and beliefs were targeted as “antisemitic” for merely expressing concerns about the ongoing conflation between criticism of the state of Israel and anti-Jewish animus.
During the hearing, an attempt was made by a collection of “Israel First” actors to redefine antisemitism to include all criticism of Israel, smear many concerned citizens as bigots, and even gatekeep what counts as “real” Judaism by confining it to Israel-first Jews. In preparation for the hearing, Commissioners and Advisors were asked to submit suggested witnesses who could provide scholarly, legal, and experiential insight into the matter. Several of us, most notably Carrie Prejean Boller and myself, proposed distinguished academics and experts in Jewish history, theology, and civil liberties. However, none of the witnesses we recommended were approved. Consequently, the final witness list reflected an uncritical “Israel-First” Zionist perspective on the issue to the exclusion of any countervailing perspective or alternative Jewish experience.
⭕️🧵In a few hours, the second round of negotiations between the US and Iran will begin. Here is a guide explaining how a “Turkish Bazaar”—or, more accurately, a Middle Eastern bazaar—works and how to avoid its pitfalls. By the way, 'bāzār' is a Persian word, meaning "place of prices."
📌 The item you are selling: Most of the time, the item you want to sell is not even worth a fraction of the price you’re asking for, but you make it seem like it’s the best thing since sliced bread. You also play the game of claiming “these items are not for sale” to increase their perceived value.
📌 Now comes the pre-negotiations: First, you play hard to get, forcing the other side to make compromises before talks even begin.
The relationship triangle nobody was expecting
Elon should make Nick Land (OLD) the default voice and face of Grok
True
If true, the implications of DHS seeking identifying data behind social media accounts that track or criticize ICE go far beyond “speech” and “privacy.”
We’re talking about core constitutional structure — how far the government can go to monitor dissent. Thread:
We’re talking about core constitutional structure — how far the government can go to monitor dissent. Thread:
Start with the obvious: the First Amendment.
Criticizing a federal agency is not a fringe activity. It is protected political speech at the very heart of the Constitution.
Targeting critics is not neutral enforcement. It’s viewpoint-based scrutiny.
Criticizing a federal agency is not a fringe activity. It is protected political speech at the very heart of the Constitution.
Targeting critics is not neutral enforcement. It’s viewpoint-based scrutiny.
But this is also a Fourth Amendment issue.
Bulk requests for names, emails, phone numbers, identifying data tied to online accounts begin to look less like targeted investigation and more like digital fishing expeditions.
That raises serious questions about unreasonable search.
Bulk requests for names, emails, phone numbers, identifying data tied to online accounts begin to look less like targeted investigation and more like digital fishing expeditions.
That raises serious questions about unreasonable search.
Isn't it interesting that Chrystals partner in crime, Jeremy Cryberry, has been allegedly named as a
Pedophile, these are the animals being sent to attack woman and children to have their identity's
questioned ... Real piece of work, I find it quite interesting the number
Pedophile, these are the animals being sent to attack woman and children to have their identity's
questioned ... Real piece of work, I find it quite interesting the number
of people who tie into Leroux with this self appointed work against self identity laws, who have been named as sexually perverted assholes in one way or another ... Is it only me, noticing this? The number of Indigenous people who support this creep is disgusting !!
But hey,
But hey,
keep him up on your pedostal oops I meant pedestal, lol .. Hold him high, he seems such a genuinely, good person of character... 😳🤔🫣🤣
