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Dec 14
$TSMC $AMKR $NVDA $AMD Advanced Packaging: AI Accelerator Bottlenecks and TSMC CoWoS Evolution Image
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Read 6 tweets
Dec 14
1) $STX at 53rd Nasdaq Investor Conference: "I think when we have the Investor Day in May, we discussed about a certain revenue growth, especially in terms of exabyte revenue growth of about 25% in the nearline space.

I would say from that point to today, we have seen demand even to be stronger."Image
2) On capacity expansion, $STX does not see any reasons to do it, citing "the industry will generate enough exabyte capacity without increasing the unit to serve the short-term need of the data center."

"So we will not be the bottleneck for data center. But at the same time, we will not oversupply, and we will not generate that level of inventory that we had in the past."Image
3) On its HAMR roadmap. Company is shifting to HAM Gen 2, which is a total of 40TB per drive and 4TB in each disk vs. Gen1 of 30 TB per drive and 3 TB per disk.

Qualification going on for Gen 2 HAMR. 2 customers. Image
Read 9 tweets
Dec 14
$MU $000660 $005930 The HBM Ecosystem and Generative AI Memory Market DynamicsImage
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Read 6 tweets
Dec 13
Tired of losing money in real estate?!

Today, we’re going to look at a pitch deck from Nitya Capital. I’ll teach you a few things that you can hopefully use to separate good deals from bad ones.

Buckle up. Image
First, let’s get some hand-waving CYA bullshit out of the way. I am not an LP in any Nitya deals, and I have nothing to gain if their company is successful or a failure.

Second, these slides were mass-emailed by one of their presumably disgruntled LPs, and a friend of a friend passed them along to me. Neither I nor anyone I know has signed any kind of NDA.

Third, I’m going to steer clear of saying, “this is wrong” and instead suggest a bunch of questions I might ask if they approached me for money.

With that crap out of the way, let’s chop it up.
- The third bullet point should immediately set off a bunch of alarms in your head. Tripling your money in three years obviously sounds compelling, but those returns are atypical for multifamily. So, I would hope this presentation covers the significant risks associated.

- Depreciation is nice, but it's not free money. Ask your CPA about depreciation recapture.

- When someone blames the last owner and says the deals are in good shape, that's potentially true, but not always true. Hop on Google Earth, look at street view, and see how the properties look to you.

Multifamily investing isn't that complicated. If the building looks like shit on the outside, it's gonna look like shit on the inside. GPs fix curb appeal before air handlers and roofs.Image
Read 19 tweets
Dec 13
I've got these two cute little Compaq LTE Elite 4/75 systems. I'm just about done setting up one of them.. how about we set up the other one here, in real time! Time for a 🧵 Image
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So, first off, we are going to have a minor complication. These laptops have a near 100% failure of their floppy drives, the dreaded Citizen W1D drive. Fortunately, I've installed an OpenFlops W1D to replace it.. basically a Gotek replacement for the Citizen W1D! Image
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The very first thing we need install is the diagnostics partition. We will also need other software for Windows for Workgroups 3.11. So I went online and grabbed the needed Compaq SoftPaqs for diagnostic setup, as well as video, PCMCIA drivers, and a few other odds and ends! Image
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Read 19 tweets
Dec 13
4 EJERCICIOS para AUMENTAR el tamaño y la FUERZA del antebrazo:

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Read 6 tweets
Dec 13
Millions of people are popping PPIs for acid reflux without realizing the damage they're causing.

These things were designed for short-term use. We're talking 4-8 weeks max.

Yet people stay on them for years.

Here's what they're actually doing to your body: Image
This post will cover:

- How PPIs actually work in your body
- The nutrient deficiencies they cause (and why)
- The gut issues that follow
- Effects on your bones and kidneys
- What's actually contributing to reflux in the first place

Let's get into it.

(NOT MEDICAL ADVICE)
How PPIs Actually Work

PPIs are prodrugs. This means they're inactive when you swallow them.

They travel to your stomach lining and accumulate in the parietal cells. Once they hit the acidic environment inside these cells, they activate and get to work.

The activated PPI forms a covalent bond with your proton pumps. This is an irreversible bond. Those specific pumps are now out of commission.

Your stomach can only make acid again once it synthesizes brand new pumps. This takes roughly 36-72 hours.Image
Read 18 tweets
Dec 13
Raw honey improves semen volume & quality, while lowering inflammation, a stunning clinical trial has shown.

(🧵1/7)Image
This study was published in 2012 in the Journal of Andrology.

Previous studies had shown that markers of inflammation (TNFα, IL-6, etc.) were higher in men who were infertile.

The goal was to see if raw honey, with its antioxidant and anti-inflammatory properties, could help. Image
They enrolled cyclists.

The reason for this is that prolonged exercise (especially cycling) can induce chronic inflammation when adequate nutrition is not supplied.

It can also worsen sperm production.

These were the characteristics of the men assigned to either exercise or exercise + a supplement of honey.Image
Read 8 tweets
Dec 13
When forces aren’t equal, the fight doesn’t have to be either.

The ambush is how smaller units tilt the balance. 🧵 Image
Squad Tactics – The Ambush

The ambush has been a tool utilized in combat since the dawn of time. It is particularly useful for irregular and guerrilla forces due to its ability to leverage the element of surprise against a foe with greater weapons, gear, and numbers. The ambush can be conducted with a force of any size, but for the purpose of this article, and the series it is a part of, it will be focused on a force of about 10 men, a full squad of two 5 man teams. Each team is composed of a command element, an automatic rifleman or machine gunner, and 3 riflemen (for a greater understanding of the composition of a squad, see my article outlining the basics of squads).

As usual, little disclaimer right here.

THIS IS NOT ADVICE TO GO DO ANYTHING ILLEGAL. DO NOT BREAK THE LAW. DO NOT CONSIDER BREAKING THE LAW. I DO NOT SUPPORT ANY EXTREMIST ORGANIZATIONS OR MOVEMENTS. I DO NOT SUPPORT ANY INSURRECTIONIST MOVEMENTS. I DO NOT ADVOCATE FOR ANY EXTREMIST ORGANIZATIONS, MOVEMENTS, OR IDEAOLOGIES. PLEASE DON’T DRONE STRIKE ME.Image
When is an ambush used?

There are a number of variables that can influence when it is ideal to utilize an ambush when in the battlespace. Beginning with what was referenced earlier, an ambush is a great attack strategy when a squad is outnumbered or outgunned and needs to maximize enemy casualties and damage without engaging in a prolonged fight. A prime example of this would be the Warrenpoint Ambush during the Troubles of Ireland wherein an unknown number of IRA fighters engaged 50 British soldiers as their convoy was traveling near Narrow Water Castle. An IED was detonated and IRA soldiers opened up on the unit. Overall, 18 British soldiers were eliminated, 20 were seriously wounded, and the IRA took no casualties. While not every ambush guarantees that every attacker is able to escape, the relatively smaller force was able to successfully engage the enemy and egress from the area.

The ambush can also be utilized to delay or harass an enemy advance without needing to commit to a full engagement. If an enemy force is known to be moving in a certain direction, such as towards a defended area, a series of ambushes can be laid and sprung to weaken the force before they arrive at their designated attack point while also buying the defenders time to prepare. During the Battles of Lexington and Concord, as the British troops were marching towards Concord, Patriot hit and run attacks were common, harassing the force, inducing casualties, and weakening morale.

When a squad has superior positioning, either from terrain or dense cover allowing effective concealment or an advantageous firing position, particularly in a well traveled area, the squad can plan an ambush around the area. Whether it be an on-the-fly plan while being pursued by enemy forces, or a calculated attack on a supply run, when strategic cover or concealment is located, it can be leveraged for an attack. In the mountains of Afghanistan, the Taliban would often do this, utilizing the tall hills to rain down RPGs or machine gun fire on coalition troops on the roads.

Finally is the surprise advantage. With any ambush, there must be the element of surprise. Without it, it is not an ambush. With the previously mentioned factors, one or two may be missing for an effective ambush plan, but without surprise, the ambush is not an ambush. An ambush relies on surprise, taking the enemy off guard and catching them flat footed so that they cannot effectively rally against the squad in time. By the time the enemy can mount a response, the ambush is usually over or the enemy has been eliminated from the battlespace. The surprise advantage can come in the form of concealment and cover from terrain, the cover of night (if the enemy does not utilize NVGs or thermal observation devices), or well hidden units.Image
Read 8 tweets
Dec 13
🇬🇪Peaceful protesters beaten, journalists assaulted, political prisoners jailed, opposition crushed, and WW1-era chemical agents used against civilians in the streets. This is not Europe🇪🇺. Georgia is not a democracy.
This is authoritarian rule in real time.
📷 Irakli Gedenidze Image
Georgia is witnessing a full-scale power consolidation: repression normalized, courts captured, media weaponized, and violence used as a policy.
Georgian Dream is no longer drifting. It is deliberately choosing the Putin model.
And the West is merely watching. Image
Like Putin’s system, this extreme Georgian Dream regime does not survive on popular support. It survives through elite dependency, business capture, and a loyal propaganda infrastructure. Image
Read 12 tweets
Dec 13
امشب قراره چند توییت از زوزه های چپ ها #رشتو بزنم! تا آخر این رشتو همراه باشید😂🔥
شماره یک: مهرنوش Image
شماره دو: امیر خان Image
شماره سه: کمد ساز Image
Read 19 tweets
Dec 13
@DrShayPhD +Amen

🙏🏽LORD God, cause us to open our hearts to children who need love, family & Your unlimited redeeming Love & Grace in all facets of their lives+b’Shem Yeshua Meshikaynoo+Amen🙏🏼 Image
@DrShayPhD Isaiah 34.11

But the pelican [j]and the hedgehog shall possess it, and the great owl, and the raven shall dwell in it, and he shall stretch out upon it the line of [k]vanity, and the stones of emptiness

biblegateway.com/passage/?searc…Image
@DrShayPhD Isaiah 45.18
For this saith the Lord (that created heaven, God himself that formed the earth, and made it: he that prepared it, he created it not in vain: he formed it to be [t]inhabited) I am the Lord, and there is none other

biblegateway.com/passage/?searc…Image
Read 8 tweets
Dec 13
On December 13, we honor Mykola Leontovych, the Ukrainian composer who gave the world “Carol of the Bells.”

🧵 1/8 ⬇️ Image
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Read 8 tweets
Dec 13
There are a lot of misconceptions about feudalism.

Rather than a contrived political system, feudalism was really just a series of loyalties.

For near a millennia, civilization was held together by the oaths of honorable men...🧵 Image
After the breakdown of the Western Roman Empire in the 5th and 6th centuries, society went through a restructuring. The political and social infrastructure provided by Rome ceased to function, creating a power vacuum that needed to be filled.

Enter Feudalism. Image
Rather than a planned political system, feudalism can best be understood as an emergent phenomenon that occurred where there was no overarching political entity running the show.

When institutions fail, oaths between men are all that’s left. Image
Read 25 tweets
Dec 13
Sugar is linked to 340,000 deaths/year.

It drives diabetes, heart disease, cancer & 10+ other deadly diseases.

In this thread, we explain why sugar is so addictive & how to eliminate cravings (with insights from a $1,000+/hour functional medicine expert):
1. Sugar cravings explained

When you eat sugar, your blood glucose spikes fast.

Your pancreas releases insulin to handle it, which crashes your blood sugar below where you started.

Now your brain screams for more sugar because you've got low blood glucose and it thinks you're starving:
2. Sugar = Class A drugs?

Sugar hits the same brain receptors as Class A drugs.

Your brain gets a massive dopamine reward, creating an immediate association: sugar equals pleasure.

Manufacturers know the exact combination of taste, texture, and mouth feel that makes you crave more:Image
Read 16 tweets
Dec 13
Chris Hohn is one of the best investors of the 21st century

He's earned ~18% a year for 2 decades by owning the world's most durable businesses.

Here are the 3 qualities he looks for in a company: Image
Competition Risk /1

Competition kills profits.

"The one important thing that I've learned in my time in investing is that investors underestimate the forces of competition and disruption."
Competition Risk /2

Hohn actively looks for companies with minimal competition.

Hohn says he has naturally drifted towards companies with irreplaceable physical assets. Image
Read 12 tweets
Dec 13
The man who defines human biology at 40:

Cristiano Ronaldo

He spends $1,000,000 a year to stay in peak condition while most footballers retire at 35.

Here are his top 6 bio-hacks for longevity (copy them for free): 🧵 Image
1. Morning routine

Ronaldo starts his day with:

- Cold plunge
- A lot of water
- Sunlight exposure
- Family time

His routine is very similar 90% of the time:
2. Hydrate properly

Cristiano is the master of proper hydration.

Do you really think he removed Coca-Cola's bottles from his interview for fun?

He swears by water and electrolytes.
Read 12 tweets
Dec 13
Anthropic literally dropped the Prompt Guide to 10x your Claude Opus/Sonnet 4.5

10 best practices you should know. Bookmark this. 👇
1. Be Painfully Specific

Say exactly what you want (format, tone, length, audience). Claude 4 follows instructions literally. Image
2. Tell It Why You Want It

A one-line reason ("this is for execs / this must be legally safe / this goes into a deck") improves results fast. Image
Read 12 tweets
Dec 13
Pensábamos que los modelos autoregresivos habían llegado a su límite.
Hasta que un equipo intentó lo impensable:

➡️ Convertir un modelo AR gigante en un modelo de difusión… sin romper nada.
Este proyecto se llama LLaDA 2.0, y podría cambiar la IA a gran escala. Image
2. Imagina tomar un modelo de 100B parámetros…
Y enseñarle a generar tokens en paralelo, no uno por uno.

Resultado:
💥 más velocidad
💥 mejor razonamiento
💥 arquitectura más flexible

Parecía imposible. Hasta ahora.

Accede al modelo aquí: github.com/inclusionAI/LL…
3. Para lograrlo, diseñaron un plan en tres fases.
Una especie de “ritual de transformación” para modelos AR:

Warmup → Stable → Decay
Cada etapa lo acerca a convertirse en un verdadero modelo de difusión. Image
Read 11 tweets
Dec 13
For context: Epstein’s Zorro Ranch had just three bedrooms. Image
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The blueprints tell a different story. I will break it down in Part 2 of my Zorro ranch series on substack (link in bio) it’s free
3/
From this angle you can see the walking path/maze is an engineered flat surface and is almost roof level with the main compound. Image
Read 11 tweets
Dec 13
My BIBLE says it’s the jews EVERY TIME. 🎯

No hyperbole intended.

Watch as Jesus accuses the creators of the BABYLONIAN TALMUD (The Pharisees) of having the BLOOD OF THE PROPHETS on them.

Then, check the thread. 🧵 👇
In the book of Revelation it states that those who have the blood of the prophets, also have the blood of “ALL” who have been slaughtered on earth.

This is MYSTERY BABYLON - THE GREAT WHORE. 👇👇👇 Image
Except, it’s not a mystery who mystery Babylon is.

Who did Jesus point to and accuse of having the blood of the prophets on them again? 🙋‍♂️

Who has been steeped in the teachings of the BABYLONIAN Talmud for circa 2,000 years? 🙋‍♂️

It’s the central text of rabbinical judaism. 👇 Image
Read 6 tweets
Dec 13
1 de Agosto de 1936

El ABC republicano publicaba una foto que daría la vuelta al mundo.
Unos milicianos socialcomunistas profanaban la Iglesia del Carmen de Madrid.

Entre ellos figuraba una mujer, La Chula, quien mantenía relaciones sexuales en la Iglesia ante los presentes..▶️ Image
Entre momias de monjas, huesos de niños y otros cuerpos profanados por los salvajes milicianos, la Chula y el socialista Ramón Caballero mantenían relaciones sexuales sin ningún tipo de rubor.

Pero no quedaría ahí la cosa..▶️ Image
El jefe de los milicianos, José Olmeda (sentado con una calavera entre sus piernas), mantenía también igual tipo de relaciones con una prostituta, la Patro.

El salvajismo (la Iglesia se convertiría en una terrible Cheka) y la obscenidad convivirían esos meses en la Iglesia..▶️ Image
Read 6 tweets
Dec 13
16 Outdated Home Designs You MUST Avoid in 2026

What to do instead straight from modern design principles.

Thread 👇Image
Design trends change fast. What looked premium 10 years ago now makes homes feel dated, cluttered, and expensive to maintain.
Here’s what to avoid 👇

EXTERIOR & STRUCTURE

1. Too Many Colors on the Front Elevation.

Using 4–5 colors instantly dates a house.

✔️ Use the 60–30–10 rule: Base, Secondary, Accent cleaner and easier to repaint.Image
2. Stainless Steel (SS) Railings Everywhere
SS railings now look commercial and dated.

✔️ Choose MS railings (ducco finish), aluminum + glass, or terracotta jali. Image
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Read 19 tweets
Dec 13
Mega Kerala Local Elections Salt Mining: Thiruvananthapuram Edition

A Thread~

1. Game-Changing Meltdown Image
2. Abusive Meltdown Image
3. Loverboy Meltdown Image
Read 12 tweets