Recent well liked threads

Mar 30
Most people look at $QS and see: no revenue, big losses, spec stock.
They’re missing one chart.
The forward EPS curve has been climbing without interruption since 2022.
Losses per share: -$1.02 → -$0.76 → -$0.67E → -$0.57E
The stock is at $6. The consensus sees $50 by 2029.

Thread on the actual fundamentalsImage
$QS ended 2025 with $970.8M in total liquidity.
Breakdown: $230.5M in cash + $740.2M in marketable securities.
Obligations? Almost none. Debt/Equity is an invisible 0.02x. Current ratio is ~15.9x. 
Let's talk dilution: Weighted average shares grew from 525.8M in Q4 2024 to 604.6M in Q4 2025.
Yes, they diluted. But they raised $264M via equity in 2025 to secure this 3-4 year runway. The infrastructure is funded.Image
Bears scream: "$QS lost $435M in 2025!"
True. But the GAAP net loss is an accounting illusion. 
Strip the non-cash items from the P&L:
• $127.4M in Stock-Based Compensation (which actually fell from $144.6M in 2024).
• $65.5M in regular Depreciation. 
Real operating cash burn? -$242.4M.
Down from -$274.5M in 2024. The bleed is slowing down structurally.Image
Read 8 tweets
Apr 11
Tomorrow, Ukrainians will celebrate Easter, enjoying Paska, a signature Easter bread with roots tracing back to pre-Christian times. It is baked in most households as a national tradition.

If you want to join, here's a recipe for you🧵🧁 Image
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Read 5 tweets
Apr 12
1/10 The U.S. naval blockade of the Strait of Hormuz would cost Iran approximately $276M/day in lost exports and disrupt $159M/day in imports, a combined economic damage of ~$435M/day, or $13B/month.

Over 90% of Iran's $109.7B in annual trade transits the Persian Gulf. Oil/gas accounts for 80% of government export earnings and 23.7% of GDP. Kharg Island alone generates ~$53B/year, or as I noted to @TIME, "$78 billion a year in energy revenue.
2/10 CRUDE OIL: Iran was exporting ~1.5M barrels/day, earning $139M/day at wartime pricing (~$87/barrel), though with minimal proceed repatriation due to banking sanctions. A blockade zeroes this out overnight. Kharg Island, which handles 92% of crude exports, sits deep inside the Gulf with no viable alternative. That's $139M/day, gone.
3/10 PETROCHEMICALS: Iran exported $19.7B in petrochemicals in 9 months of 2024/25, ~$54M/day. Virtually all of it ships through Assaluyeh, Imam Khomeini, and Shahid Rajaee, all inside the blockade zone. No overland route can move these volumes. Another $54M/day, gone.
Read 10 tweets
Apr 15
1/14. 14 PUNTOS BÁSICOS SOBRE JUICIO POLÍTICO Y DERECHO CONSTITUCIONAL QUE UN CONSTITUCIONALISTA DEBERÍA SABER. 1/14. En la Constitución existe un “bloque de constitucionalidad”: conjunto de normas superiores que rigen e irradian todas las demás normas constitucionales y legales.
2/14. Dentro de ese bloque están los derechos y garantías consagrados por la propia Constitución, los tratados internacionales de derechos humanos como la Convención Americana y las sentencias internacionales vinculantes para Honduras.
3/14. El derecho al debido proceso y el acceso a la justicia forman parte del bloque de constitucionalidad, pues son derechos fundamentales de rango superior. No son simples artículos entre muchos, sino principios que orientan toda la interpretación del sistema jurídico.
Read 14 tweets
Apr 15
Stop saying "Just following up" when someone ignores your email.

Here are 15 professional alternatives you can steal:
1. The Assumed Approval

Situation: You sent a final mock-up to a manager who insists on reviewing everything but never actually reviews anything. The project is stalled, and you will inevitably be blamed for missing the Friday deadline.

Response: "I have attached the final assets. If I do not hear otherwise by EOD tomorrow, I will assume we are good to go and proceed with the launch."

Why it works: You completely shift the burden of action. Right now, their silence blocks you. By setting a default action, their silence becomes an automatic yes. You protect your deadline and force them to act only if they actually have a problem.
2. The Permission to Close

Situation: You had a great discovery call with a prospect or external partner. They asked for a proposal. You sent it. Now it has been 14 days of absolute silence. Every time you follow up, you feel like a nuisance.

Response: "Since I have not heard back on the proposal, I will assume this is no longer a priority for your team and close the file. Let me know if things change next quarter."

Why it works: This triggers massive loss aversion. People hate having options taken away from them. If they are actually interested, they will panic and reply immediately. If they aren't, you finally get to stop wasting your mental energy.
Read 21 tweets
Apr 16
🖥️🔥 Two inmates at an Ohio prison built a secret hacking operation from behind bars, using computers they were supposed to be recycling, they downloaded and sold porn in return for snacks, built a hacker toolkit with Kali Linux and password crackers, and created fake passes to move freely around the facility.

All from two secret computers they built from recycling scraps and hid in a ceiling...

Marion Correctional Institution in Ohio housed 2,500 inmates.. In 2014, the prison signed a deal with a recycling nonprofit called RET3 to have inmates disassemble old computers for parts.

Inmates Adam Johnston and Scott Spriggs had other plans. Instead of breaking the machines down, they rebuilt two fully functioning computers from the scraps.

Johnston hid the two PCs on plywood boards in the ceiling above a closet in a third-floor training room. He ran cables from the hidden machines directly into the prison's network switch.

To get the computers there, he loaded them onto a hygiene cart alongside soap and shampoo. He wheeled the cart 1,100 feet across the prison, past a corrections officer, through a metal detector, into an elevator, and up three floors.

Once connected, Johnston had full internet access and could remote into the hidden computers from any inmate terminal in the facility. He obtained a staff member's login credentials by shoulder surfing, watching him type his password.

That password hadn't been changed in years. The prison's systems didn't enforce password rotations, in violation of their own policy.

Using the stolen credentials, Johnston accessed DOTS, the state's offender tracking database. He browsed inmate records, searching for a young prisoner serving a long sentence whose identity he could steal.

He found Kyle Patrick. Johnston pulled Patrick's Social Security number and date of birth from the system, bypassing a security filter that was supposed to hide SSNs by simply adjusting the browser's view settings.

Johnston then applied for five credit and debit cards in Patrick's name. He texted his mother from prison using a free online messaging service and had her provide a neighbor's address across the street as the mailing address.

One card, a Visa debit from MetaBank, was approved. His mother received it in the mail, called him at the prison, and read him the card number, expiration date, and activation code over the phone.

Johnston activated the card from inside the prison using the hidden computers. Both the application and the activation were traced back to an Ohio state government IP address.

He wasn't done. Johnston had also pulled up a Bloomberg article detailing how to file fraudulent tax returns and have refunds wired to prepaid debit cards. That was his next move.

The computers were loaded with a full hacker's toolkit: Kali Linux, Wireshark, Nmap, password crackers like Cain and THC Hydra, VPN software, the Tor browser, proxy tools, and encryption software. Investigators also found articles on making homemade drugs, explosives, and fake credit cards.

Johnston used DOTS to create fake passes, giving inmates unauthorized access to restricted areas of the prison. He also downloaded pornography onto thumb drives that another inmate sold to other prisoners for commissary items.

The scheme only unraveled because the prison upgraded its web filtering software. In early July 2015, the new Websense system flagged Canterbury's credentials being used for three straight hours on a Friday, a day Canterbury didn't work.

More alerts followed on Saturday and the following Monday. IT flagged the activity to the warden. Everyone suspected an inmate was involved. Nobody called law enforcement.

The prison's IT specialist, Gene Brady, was told exactly which network port the rogue computer was plugged into. He misread the email and checked port 10 instead of port 16. It took him three days to realize his mistake.

When Brady finally traced the cable into the ceiling and found the two hidden computers on July 27, he brought two inmates along to help and had them pull the computers down, contaminating the crime scene.

He then emailed the warden: "What do you want me to do with the PCs?" The warden admitted he knew illegal activity was occurring but had no answer for why he never reported it to law enforcement.

The state highway patrol trooper assigned to investigate crimes at the prison literally shared an office with the prison's own investigator. Neither one was informed.

It wasn't until August 7, over a month after the first alert, that anyone reported the incident to the Inspector General or law enforcement. And only because an outside IT security officer told them they were required to.

After the discovery, inmates immediately began wiping other prison computers with CCleaner to destroy evidence. Investigators later found the cleaning software had been run at least 10 times in two days, while inmates still had unsupervised access.

Four inmates were transferred to separate prisons and placed in segregation with their phone access blocked. Johnston simply used another inmate's PIN to call his mother five more times anyway.

When investigators finally seized computers across the prison, they pulled 308 machines. Of those, 291 had no inventory tags. Brady had been swapping recycling-bound computers into the prison network for years without documenting any of it.

The investigation uncovered a cascade of failures: no password enforcement, no IT inventory, no crime scene protection, no reporting of illegal activity, and years of unsupervised inmate access to computers, parts, cables, and network infrastructure.

The warden resigned.Image
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Here is a list of the 'malicious' tools they used, note VLC: the most dangerous hacker tool of them all. 😂 Image
Read 3 tweets
Apr 16
97% of iPhone users never touch Camera settings.

Which means 97% are shooting with settings that make photos look worse than they should.

I changed 5 of them last week.

My photos instantly looked more professional.

Here is what I changed:
1/ Turn Off Auto HDR (Makes Photos Look Fake)

Settings → Camera → Turn OFF "Auto HDR"

Why: Auto HDR overprocesses photos, creates weird halos around objects, makes skin look plastic

Turn ON Smart HDR instead: Better processing, more natural look

Photos look way more natural immediately.
2/ Enable ProRAW or ProRes (If You Have Pro Model)

Settings → Camera → Formats → Turn ON "Apple ProRAW"

Why: Captures way more detail, gives you editing flexibility later, professional quality

Warning: Files are huge (25MB per photo), only use for important shots
Makes iPhone photos actually match DSLR quality
Read 7 tweets
Apr 16
🔸 Garde à vue de Rima Hassan @RimaHas : comment des policiers 👮 ont pisté l’eurodéputée.

Visée par une enquête ouverte pour « apologie de terrorisme » ouverte le 27 mars 2026, la députée européenne LFI a fait face à une débauche de moyens policiers.
1/
Sa ligne téléphonique a été tracée pour consigner tous ses déplacements depuis le 1er janvier 2026.
« Il n’existe aucune justification à ces mesures », s’indigne son avocat Maître @v_brengarth.

🔸 Après les fuites policières et le fiasco médiatique, le traitement judiciaire.
2/
Selon nos informations (de @Mediapart), l’eurodéputée La France insoumise (LFI) a fait l’objet d’une surveillance extrêmement poussée dans le cadre de l’enquête la visant pour « apologie de terrorisme ».
🔹Son téléphone a été géolocalisé
🔹Ses déplacements effectués bien avant
3/
Read 22 tweets
Apr 16
Hilo sobre Kylian Mbappé: Image
Kylian Mbappé tiene todo para ser el mejor. La naturaleza le dio unas condiciones para convertirse en un jugador histórico. Un fuera de serie que aparece en Francia una vez cada 30 años. Pero el fútbol actual exige una serie de requisitos que no se solventan con el talento.

Ganar una Ligue 1 con el Monaco y llevarlo a semifinales no fue casualidad. Pero ese Monaco era un engranaje perfecto a nivel colectivo. En este caso, todas las piezas funcionaban y Mbappé, siendo buenísimo, se benefició de un colectivo brillante, uno de los mejores equipos del siglo en Francia.

Aquí era un chaval. Era un Mbappé que estaba por descubrir. Pero la Champions 2016/2017 es una irrupción sobrenatural. Su temporada presagiaba que estábamos ante un jugador que lo tenía todo para ser el mejor durante muchos años.
Kylian Mbappé ficha por el PSG en 2017.

En 2018 es campeón del mundo siendo importante (aunque para mí en esa Francia, Griezmann y Pogba son más determinantes). Y este Mbappé era un extremo derecho puro, un futbolista que con la arrancada + velocidad era letal, en una zona en la que no le exigía tanto la técnica y la inteligencia de juego.

Llega como escudero de Neymar, el fichaje estrella de Qatar.

Sus primeras temporadas son muy buenas. Pero poco a poco se va dando cuenta de lo bueno que es y el ego empieza a transformarle. Comienza a pedir públicamente más responsabilidad (2019 en los Trofeos UNFP), y en 2021, con el interés del Real Madrid, cambia todo.
Read 12 tweets
Apr 16
1/ The distinguished Russian scientist Robert Nigmatulin says that Russia is "heading for disaster—a double-digit economic decline". In a speech at the International Economic Forum in Moscow, he has highlighted Russia's economic failings and called for urgent changes. ⬇️ Image
2/ Nigmatulin is an academician of 35 years' standing at the Russian Academy of Sciences, and a prominent Russian scientist, academician, and public figure who specialises in mechanics, physics, and mathematics.
3/ His speech is summarised by blogger Alexey Zhivov:

"He stated that per capita income in Russia is the lowest in Europe. Not just low, but lower than in the poorest regions of China.
Read 16 tweets
Apr 16
🚨BREAKING: A peer reviewed study just confirmed your smart TV is taking screenshots of your screen every 15 seconds and sending them to company servers.

Samsung every minute. LG every 15 seconds. Running even when you are using it as a monitor.

Here is how to stop it:
The name of the feature is ACR, Automatic Content Recognition. It works by grabbing a tiny image of whatever is on your display and matching it against a database on company servers.

The result is a second by second record of everything you have ever watched. The researchers who exposed this found it running even when a laptop was plugged in through HDMI with nothing from the TV's own apps playing.
It was switched on before you got to the home screen. Somewhere inside the setup agreement you tapped through on day one was permission for all of it.

Turning it on required one tap. Finding where to turn it off requires six steps that most menus do not make obvious.
Read 14 tweets
Apr 16
Tuo nonno a 30 anni aveva casa, moglie, due figli e la macchina nuova. Tu a 30 anni hai?
🧵1/12
Non è una battuta. Fai i conti.
1975: un operaio comprava casa con 4 anni di stipendio.
2026: un laureato non la compra con 20.

Stessa città. Stesso paese.
Cos'è cambiato?

2/12
È cambiato che ti hanno convinto che non avere niente è libertà.
Niente casa? Sei flessibile.
Niente figli? Sei consapevole.
Niente futuro? Sei realista.

3/12
Read 12 tweets
Apr 16
1/ The Hamilton-Wentworth District School Board @HWDSB refused to release a $70k taxpayer funded anti-Palestinian racism training session, claiming disclosure would pose a “danger to safety or health.”

Juno News obtained the full transcript. A thread. Image
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2/ Continued Image
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3/ Continued Image
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Read 14 tweets
Apr 16
2022 into 2026🫡

War changes people both physically and emotionally.
Especially those who fight it.

Ukrainian defenders show their before/after photos🧵 Image
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Read 5 tweets
Apr 16
Winbox MY Guide: Simple Access and Safe Winbox apk Download
Mobile access has become a normal part of online use, and many users now prefer apps over desktop sites. In this space, Winbox MY is often searched by users who want a simple way to access online services from their phones @threadreaderapp unroll
@threadreaderapp Most users also look for a safe Winbox apk file so they can install the app directly on Android devices. @threadreaderapp unrollwinbox88my6.com/download
Read 9 tweets
Apr 16
Dogfooding Opus 4.7 the last few weeks, I've been feeling incredibly productive. Sharing a few tips to get more out of 4.7 🧵
1/ Auto mode = no more permission prompts

Opus 4.7 loves doing complex, long-running tasks like deep research, refactoring code, building complex features, iterating until it hits a performance benchmark.

In the past, you either had to babysit the model while it did these sorts of long tasks, our use --dangerously-skip-permissions.

We recently rolled out auto mode as a safer alternative. In this mode, permission prompts are routed to a model-based classifier to decide whether the command is safe to run. If it's safe, it's auto-approved.

This means no more babysitting while the model runs. More than that, it means you can run more Claudes in parallel. Once a Claude is cooking, you can switch focus to the next Claude.

Auto mode is now available for Opus 4.7 for Max, Teams, and Enterprise users. Shift-tab to enter auto mode in the CLI, or choose it in the dropdown in Desktop or VSCode.Image
2/ The new /fewer-permission-prompts skill

We've also released a new /fewer-permission-prompts skill. It scans through your session history to find common bash and MCP commands that are safe but caused repeated permission prompts.

It then recommends a list of commands to add to your permissions allowlist.

Use this to tune up your permissions and avoid unnecessary permission prompts, especially if you don't use auto mode.

code.claude.com/docs/en/permis…
Read 8 tweets
Apr 16
The U.S. Senate voted on April 15, 2026, to reject two resolutions that would have blocked arms sales to Israel, with 36–63 and 40–59 votes against blocking a $151.8 million sale of 1,000-pound bombs and a $295 million sale of military bulldozers, respectively. 
1)
The votes, led by Senator Bernie Sanders, marked the fourth such attempt since October 2023 and showed increased Democratic support compared to previous efforts. 
2)
Sanders Efforts to block arms sales to Israel falls short in Senate
Measures would block sale of $446.8 million in weapons, equipment
3)
Read 14 tweets