Recent well liked threads
15 lessons i learned from William O'Neil.
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Like&retweet please so that others can learn.
---Thread---!
Like&retweet please so that others can learn.
1.The most important rule is to play great defense not great offense
2.Don't average loss
When someone closes a chapter in your book of life, you are free to just turn the page to begin a new one. The "Just" might be small Like a stone or huge like a mountain, but it remains a "Just".
This Fella reports back for service.
We have a war to win.
#nafoexpansionisnonnegotiable
#ukrainewillwin
This Fella reports back for service.
We have a war to win.
#nafoexpansionisnonnegotiable
#ukrainewillwin
#LaurusLabs is widely tracked… yet poorly understood.
A love it or hate it stock you simply can’t ignore.
My take on FY26 results and Outlook.
A Thread...🧵
A love it or hate it stock you simply can’t ignore.
My take on FY26 results and Outlook.
A Thread...🧵
CDMO🔥 +36% growth Y0Y
→ Not just a vendor, a strategic partner to Big Pharma
→ Focus: APIs & advanced intermediates (not low-value KSMs)
→ Not just a vendor, a strategic partner to Big Pharma
→ Focus: APIs & advanced intermediates (not low-value KSMs)
OPM jump from 19% to 26% ≠ full operating leverage
It is Driven by gross margin expansion (55% → 60%)
💡 Real operating leverage story = NEXT 8 quarters
→ Bottom line can scale faster than topline
Thanks to their huge last 4 year's capex, which is ahead of the curve
It is Driven by gross margin expansion (55% → 60%)
💡 Real operating leverage story = NEXT 8 quarters
→ Bottom line can scale faster than topline
Thanks to their huge last 4 year's capex, which is ahead of the curve
The global monetary reset explained in 60 seconds:🧵
Firstly, this thread is a condensed version of the full breakdown of my youtube video.
You can watch it here:
It covers how stable coins are funding US debt, where we are now in this crisis and which 3 assets protect your portfolio.
Let's continue.
You can watch it here:
It covers how stable coins are funding US debt, where we are now in this crisis and which 3 assets protect your portfolio.
Let's continue.
The US has $40T in debt.
There are 3 ways it ends for them:
1) Default and crash the economy
2 Cut spending in half and risk a civil war
3) Print money and let inflation shrink it
They chose number 3 because the damage happens slowly enough that regular people don't notice.
There are 3 ways it ends for them:
1) Default and crash the economy
2 Cut spending in half and risk a civil war
3) Print money and let inflation shrink it
They chose number 3 because the damage happens slowly enough that regular people don't notice.
Skip the Netflix Tonight, Instead Read these Articles To Get Into 1% In Life:
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🚨 THREAD: For many Hindus today, the workplace is no longer just a place of employment.
It is increasingly becoming a space where Hindu identity itself can invite discrimination, coercion, humiliation, or organised targeting.
Hinduphobia Tracker documented 37 such workplace-related incidents so far.
And the findings are shocking. 🧵
It is increasingly becoming a space where Hindu identity itself can invite discrimination, coercion, humiliation, or organised targeting.
Hinduphobia Tracker documented 37 such workplace-related incidents so far.
And the findings are shocking. 🧵
Out of 37 documented incidents, 21 cases revealed organised targeting ecosystems involving multiple Hindu victims.
Major institutions appearing across documented cases include:
• TCS
• Tech Mahindra
• Lenskart
• Pantaloons
• Air India
• IndiGo
• Croma
Major institutions appearing across documented cases include:
• TCS
• Tech Mahindra
• Lenskart
• Pantaloons
• Air India
• IndiGo
• Croma
At least 5 separate incidents were linked to different Lenskart stores and policies involving restrictions on:
• tilak
• kalava
• bindi
• shikha
• sindoor
Several Hindu employees said visible Hindu identity itself became a workplace problem.
• tilak
• kalava
• bindi
• shikha
• sindoor
Several Hindu employees said visible Hindu identity itself became a workplace problem.
On Hantavirus: a (non-technical) thread.
Disclaimer: I am a biology PhD, but not virology/epidemiology. Husbandman is a virology PhD. But I’m told I’m good at communicating science, so here’s my take.
#Hantavirus
Disclaimer: I am a biology PhD, but not virology/epidemiology. Husbandman is a virology PhD. But I’m told I’m good at communicating science, so here’s my take.
#Hantavirus
Humans get hantavirus from rodents who carry it.
Some people went to Argentina birdwatching in a landfill, and were exposed to hantavirus because rodents like landfills.
Looks like one - if not two - people brought the virus onto their cruise boat.
Some people went to Argentina birdwatching in a landfill, and were exposed to hantavirus because rodents like landfills.
Looks like one - if not two - people brought the virus onto their cruise boat.
So now we have an isolated boat with an index case: someone who is infected.
That’s not good for the index case. Hantavirus has a high fatality rate, and that’s scary.
That’s not good for the index case. Hantavirus has a high fatality rate, and that’s scary.
Neural networks might speak English, but they think in shapes.
Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision.
Starting today, we’re releasing a series of posts on this research agenda. 🧵
Understanding their rich *neural geometry* is key to understanding how they work – and to debugging and controlling them with precision.
Starting today, we’re releasing a series of posts on this research agenda. 🧵
Just as the real world is highly structured, neural networks are full of rich geometric structure: time, space, numbers, color, the tree of life, new biomarkers, and more are represented along curved paths and surfaces.
This is true across models, modalities, and domains! (2/8)
This is true across models, modalities, and domains! (2/8)
New methods to understand this “neural geometry” are a crucial frontier in understanding, improving, and controlling models. (3/8)
A defesa do Palmeiras em 2026 está te enganando.
Os números mostram o que o olho já desconfia.
Segue o 🧶
Os números mostram o que o olho já desconfia.
Segue o 🧶
Finalizações sofridas por jogo nos primeiros 30 jogos:
2026: 10.8
Média dos últimos 5 anos: 10.5
Ou seja: o Palmeiras cede praticamente o mesmo número de chutes dos últimos anos.
Parece normal, mas o problema está em OUTRO lugar.
2026: 10.8
Média dos últimos 5 anos: 10.5
Ou seja: o Palmeiras cede praticamente o mesmo número de chutes dos últimos anos.
Parece normal, mas o problema está em OUTRO lugar.
O problema não é quantas finalizações o Palmeiras cede.
E de onde elas vêm. Chutes do funil, jogadas no pivô.
E de onde elas vêm. Chutes do funil, jogadas no pivô.
El Hipódromo de Palermo cumple 150 años. Es el recinto deportivo en actividad más antiguo de Buenos Aires. Las carreras de caballos son antiquísimas en el país. Desde las “cuadreras” en la época de la Colonia hasta las “carreras a la inglesa” en los albores de la Independencia.
El primer Hipódromo fue contemporáneo de la primera etapa del Parque de Palermo abierto en 1875. Estaba en el “Potrero de la Policía” situado al norte el Arroyo Maldonado en Belgrano. Era una pista ovalada de arena de 2.000 metros con una tribuna de madera para 1.600 aficionados.
El Hipódromo de Palermo se inauguró el 7 de mayo de 1876, en una reunión compuesta por seis carreras de trote y una “a la inglesa”, a las que se estima concurrieron 10.000 personas.
Forgotten evils awaken in Path of Exile 2: Return of the Ancients!
Our biggest update ever launches on May 29 PDT
pathofexile2.com/ancients
Our biggest update ever launches on May 29 PDT
pathofexile2.com/ancients
Learn the secrets of Kalguuran Runecrafting in the Runes of Aldur league! Together with Farrow, a seeker of runes, and the Kingsmarch crew, delve into relics long entombed that hold ancient treasures, buried truths, and some things best left undisturbed.
Find mysterious Remnants across Wraeclast and inscribe runic symbols upon them. Depending on which symbols are already present, you’ll have different options for the items you can create using this magic.
BREAKING:
Trump is dropping bombs on Iran — striking Bandar Abbas and Qeshm Island.
These are two of the most strategic sites in the heart of the Strait of Hormuz.
This is now the THIRD time the US has attacked Iran in the middle of negotiations.
Trump is dropping bombs on Iran — striking Bandar Abbas and Qeshm Island.
These are two of the most strategic sites in the heart of the Strait of Hormuz.
This is now the THIRD time the US has attacked Iran in the middle of negotiations.
Video of air defense activity in western Tehran, Iran.
Iran confirms: “America launched aerial assaults on civilian areas in cooperation with some regional countries on the coasts of Bandar Khamir, Sirik, and Qeshm Island.”
Tom Driberg was a British politician & MI5 informant, associate of Aleister Crowley (whom he claimed as his heir), taught hypnosis by L. Ron Hubbard to seduce young boys, and partied with the Kray twins, where "rough but compliant East End lads were served like so many canapés."
Driberg and Boothby attended parties at the Krays' flat where "rough but compliant East End lads were served like so many canapés."
Author Robin Bryans noted that "Many of Driberg's Oxford friends enjoyed the black mass."
Author Robin Bryans noted that "Many of Driberg's Oxford friends enjoyed the black mass."
L. Ron Hubbard taught hypnosis to MP Tom Driberg specifically so that Driberg could more easily seduce young boys.
We finally know why LLMs hallucinate. It's not the model. It's the geometry.
@OpenAI text-embedding-3-large: 91/3072 dimensions do real work.
@GeminiApp gemini-embedding-001: 80/3072 dimensions do real work.
~97% of your vector database is mathematically empty. Your RAG system is retrieving from noise.
@ashwingop and I present "The Geometry of Consolidation" - a proof that RAG compression has a hard floor no algorithm can beat, set by a single spectral number your embedding model cannot escape.
Every hallucination your RAG pipeline produces? This is why.
Paper + results: github.com/niashwin/geome…
@OpenAI text-embedding-3-large: 91/3072 dimensions do real work.
@GeminiApp gemini-embedding-001: 80/3072 dimensions do real work.
~97% of your vector database is mathematically empty. Your RAG system is retrieving from noise.
@ashwingop and I present "The Geometry of Consolidation" - a proof that RAG compression has a hard floor no algorithm can beat, set by a single spectral number your embedding model cannot escape.
Every hallucination your RAG pipeline produces? This is why.
Paper + results: github.com/niashwin/geome…
Here's the intuition behind that chart.
Your embedding model promises 3072 dimensions of storage.
All the real semantic signal? Crammed into 91 of them. The other 2,981 are noise your retrieval system searches through anyway.
This isn't a training failure. It's not fixable with a bigger model. It's what the geometry of these spaces actually looks like under the hood.
We call it "effective dimensionality".
Your embedding model promises 3072 dimensions of storage.
All the real semantic signal? Crammed into 91 of them. The other 2,981 are noise your retrieval system searches through anyway.
This isn't a training failure. It's not fixable with a bigger model. It's what the geometry of these spaces actually looks like under the hood.
We call it "effective dimensionality".
We present "The Geometry of Consolidation."
We prove that for any RAG compression algorithm:
- centroid
- product quantization
- learned routing
anything... there is a hard lower bound on retrieval error:
εid ≥ 1 − c · m · (θ′/d̄)^(d_eff/2)
One number sets the floor: d_eff, the effective dimension of your cluster. You cannot engineer around it.
We prove that for any RAG compression algorithm:
- centroid
- product quantization
- learned routing
anything... there is a hard lower bound on retrieval error:
εid ≥ 1 − c · m · (θ′/d̄)^(d_eff/2)
One number sets the floor: d_eff, the effective dimension of your cluster. You cannot engineer around it.
Hauge to me and Pettis: "Don't hide behind the language of "imbalances." If you think China is a competitive threat and that wealthy nations should actively use industrial policy to keep it at bay, say so"
I object to the idea that arguing about imbalances is hiding ...
I object to the idea that arguing about imbalances is hiding ...
China's imports have grown in volume terms at an annual rate of ~ 1% over the last 5 years. China's exports have grown at a faster rare that world trade. that is a real imbalance, not a fake one ...
China's savings rate is exceptionally high (comparable to Norway which saves its oil and gas proceeds as a matter of policy and Singapore which hides its investment returns from its citizens and the budget) and China's consumption to GDP ratio is incredibly low
One of the worst modern concepts in film is that everything has to be personal. I am sick of heroes who are reluctant to save the world because "I promised my wife I wouldn't leave her alone again." Where the hell will she be if the world is destroyed?
In my favorite film, Casablanca, Bogart tells Ingrid Bergman that their romance doesn't amount to a hill of beans in this crazy world (it's world war 2). He is perfectly right. He gives up the great love of his life to go fight the Axis. Imagine a modern film with a hero willing to make that kind of sacrifice.
Yes I'm fine with a hero who wants to save his family, as in Commando, but I do NOT want a "hero" who would let thousands die because if he saves them his dog will be sad.
The "reluctant hero" is so far overdone. It needs to die. In Green Lantern, Hal Jordan didn't want to wear the magic ring because of his "self-doubt". Yeah, self-doubt is so common among frigging EXPERIMENTAL JET TEST PILOTS. By the time Jordan finally decided to pretend to be a hero, I was firmly on the side of Hector Hammond. In World War Z Brad Pitt wants to stay on the boat with his kids because he'll "let them down" if he leaves. Whereas I guess a world full of zombies won't let them down? Ugh.
What say you?
In my favorite film, Casablanca, Bogart tells Ingrid Bergman that their romance doesn't amount to a hill of beans in this crazy world (it's world war 2). He is perfectly right. He gives up the great love of his life to go fight the Axis. Imagine a modern film with a hero willing to make that kind of sacrifice.
Yes I'm fine with a hero who wants to save his family, as in Commando, but I do NOT want a "hero" who would let thousands die because if he saves them his dog will be sad.
The "reluctant hero" is so far overdone. It needs to die. In Green Lantern, Hal Jordan didn't want to wear the magic ring because of his "self-doubt". Yeah, self-doubt is so common among frigging EXPERIMENTAL JET TEST PILOTS. By the time Jordan finally decided to pretend to be a hero, I was firmly on the side of Hector Hammond. In World War Z Brad Pitt wants to stay on the boat with his kids because he'll "let them down" if he leaves. Whereas I guess a world full of zombies won't let them down? Ugh.
What say you?
It's one thing for John McClane in Die Hard to be a reluctant hero, because he immediately stepped up to the plate, rather than try to run away. But Rey wastaing time with her repeated "I don't want this" and hesitations - she's imitating Luke without Luke's charm. For that matter, Luke is awesome in the old shows, but Last Jedi he sucks so much it retroactively hurts my love for the original films. What a loser, hiding out and doing nothing while wasting his life as a hermit.
