Most recent unrolls from @ThreadReaderApp

I ran William O’Neil’s CANSLIM screen across the entire US market.

Out of thousands of stocks, these are the top 50.

The #1 name is up +400% YTD, just hit an all-time high, and EPS is growing 400%+ YoY - $SNDK

Here are all 50 names, grouped by sector (many you’ve likely never heard of).

Follow this thread 🧵

The 7 rules every CAN SLIM stock must pass:

C - current quarterly EPS up 25%+ YoY, accelerating
A - 3 year annual EPS growth above 25%
N - new product, new highs, or new management
S - supply tight (buybacks, insider holds, low float)
L - leader in its industry
I - institutional sponsorship rising QoQ
M - market in confirmed uptrend

Only 2% of stocks pass all 7.

That’s where the real leaders come from.

Group 1: tech and semis - 19 names

every one of these is within 15% of its 52-week high.

$SNDK AI NAND pure-play, +259% YTD, all-time high
$STX AI storage, 52w high after Q3 beat
$MU AI memory leader (HBM/DRAM)
$WDC AI storage renaissance, +115% YTD
$AVGO custom AI ASIC leader, EPS +35% YoY
$TSM #1 foundry, AI wafer rev +57%
$MRVL custom silicon, +60% YTD, new 52w high
$LITE AI optics, +130% YTD, IBD 50
$ANET hyperscaler AI networking
$GOOGL AT 52w high, AI ad + cloud
$NVDA AI GPU monopoly, data center rev +209% YoY
$AMD MI400 ramp + EPYC server share gains

$KLAC $LRCX $CDNS $ARM $NET $ETN $FIX

leadership of this cycle. all confirmed Stage 2.

Well, after swapping parts around, I have four decent Armada 7700 series systems! They are not flawless, but some of them are actually pretty decent! Let's talk about this morning's adventure in a 🧵 here!

So, my primary goal was to load system setup on these and see what the specs are. I started with the floppy drive. But these have the dreaded Citizen W1D drives. Ugh. Luckily there is a solution!

I went over to one of my LTE Elites and popped out a OpenFlops W1D, which is basically a Gotek replacement for the Citizen W1D. And, well, these work seemingly great! I was able to boot DOS off of an image file.

@HausOfAntoine Le fils à papa (ou bot du MEDEF).

0 source et +1k likes achetés.
Mais là, ça passe crème. Les bots et désinformateurs sont les amis de @XFrance & d'elonmusk car du même moule : celui des tricheurs, pistonnés et pilleurs/vampires de vrais talents.

1/n

https://x.com/i/status/2050525368679858290

@HausOfAntoine @XFrance Et il y a même un con pour faire une "note de la communauté" se basant sur ce tweet et prenant pour sources un article de Le Monde (pas objectif et ne parlant pas de la conjoncture favorable de cette seule année) et..

2/n

https://x.com/i/status/2050525368679858290

@HausOfAntoine @XFrance (Auteur de la "note de la communauté") et…osant ajouter une comparaison que même 'Marie Antoinette' n'aurait osé faire, la haute rémunération de ces 'patrons du CAC 40 cooptés, sans mérites, avec la hausse du smic.
3/n

Russia stopped feeding human waves into FPV drones — Telegraph.

Putin’s units now send 2-4 man teams, often at night with minimal radio, to slip through gaps in Ukraine’s line, dig in behind it, and build pressure from the flank or rear. 1/

Russia has taken about 1.3M killed or wounded since the invasion began, including an estimated 325,000 dead.

Drones spot large formations within minutes. Electronic warfare disrupts comms, and interception risk makes radio contact dangerous. Russia shrinks the footprint. 2/

Keir Giles, Chatham House associate fellow: Russia moved away from meat-grinder attacks because the front turned into a transparent battlefield.

Small-team infiltration works better than sending large groups forward as easy targets in the open. 3/

🚨The Website is live

The Irish NAFO Battalion and the Volya Radio Podcast have been busy for the last few days. With special assistance from @punknafo

We want the EU to place Alumina in the 21st Sanctions Package #Alumina21

Check it out👇& Boost!!

alumina21.com

The website will give you all the information you need to get a full picture of the Alumina situation. It will also prepare you to write an email to members of the European Parliament and direct you towards their email addresses. You can also register the fact you’ve sent one.

So please fellas. Engage with the website. Arm yourselves with knowledge and send a few emails. Get this campaign into the headlines for Ukraine.

Boost it, share it and spread it far.

We need to end the Alumina trade with Russia. 4 shiploads have left this week alone.

गडकरी बोलले ..... पुन्हा एकदा.
स्वतः बातमी शोधून वाचा. गडकरी म्हणाले, "भारताने भविष्यात इंधनात १००% इथेनॉल मिश्रण/ इथेनॉल ब्लेंडींग (E100)चे लक्ष्य ठेवावे, ज्यामुळे कच्च्या तेलावरील आयात अवलंबित्व कमी होईल आणि ऊर्जा स्वावलंबन वाढेल"
काय ती घोषणा. २ तासात बेंगलोर,

अर्ध्या तासात पुणे आणि ३ सेकंदात एअरपोर्ट वगैरे घोषणा सुद्धा शुल्लक वाटतील अशी घोषणा.
ब्लेंडिंग किंवा मिश्रण चा अर्थ असतो .... दोन पदार्थ मिसळणे.
आणि १००% चा अर्थ असतो पूर्णच्या पूर्ण एकच पदार्थ 😂
तुम्ही असं म्हणू शकत का ....'दुधात १००% पाणी आहे आणि दूध ब्लेंड केलेले आहे"

१००% पाणी म्हणजे फक्त पाणी.
तसंच १००% इथेनॉल म्हणजे फक्त इथेनॉल. पेट्रोल नाहीच.
हे झालं सामान्यज्ञान किंवा कॉमनसेन्स.
आता गडकरींच्या इथेनॉल क्षमता वाढवण्याच्या घोषणेकडे बघू. त्यासाठी इथेनॉल निर्माण करणाऱ्या आणि अल्पावधीतच प्रचंड व्हॅल्युएशन वाढलेल्या व

Apple | Çinli Tedarikçiler

Bu liste Çinli kaynaklardan alınarak çevirilmiştir. Listede Çin A tipi hisse senetlerine sahip şirketler bulunmakta.

Liste şirketlerin bir listesidir, model bazlı şu parça bundan geliyor listesi değildir. Apple vermiyor o listeyi.

İyi okumalar.

Ekran Panel/Modülleri
京东方 (BOE)
长信科技 (Wuhu Changxin Technology)

Fason Montaj
比亚迪 (BYD)
工业富联 (Foxconn Industrial Internet - FII)
立讯精密 (Luxshare Precision)

Akustik Bileşenler
歌尔股份 (Goertek)
瑞声科技 (AAC Technologies)

Cam Paneller
蓝思科技 (Lens Technology)

Lityum Piller
德赛电池 (Desay Battery)
欣旺达 (Sunwoda)

RF Anten
信维通信 (Sunway Communication)

🚨 EXCLUSIVE EXPOSÉ: Levi Strauss jeans corporate money funds groups that TRAIN civilians to MONITOR & RESIST ICE raids + run deportation defense!
Same 2022 990 that paid GTFO ICE’s Xander Schultz ALSO bankrolls two orgs laser-focused on blocking ICE. Not grassroots. Proof 🧵 👇

https://twitter.com/irishchink/status/2050675718271521031

1. Levi Strauss Foundation (EIN 94-6064702) 2022 990-PF
Grants via “Pioneers in Justice”
• Faith in Action Bay Area
• Pangea Legal Services
• One for Democracy (already exposed by @DataRepublican)
Screenshot here (Ctrl+F the names):
more 🧵👇 projects.propublica.org/nonprofits/org…

2. Faith in Action Bay Area
Grant: community organizing, voter outreach & leadership development for Lorena Melgarejo.
They run rapid-response networks, train on deportation defense, activate hotlines, & push dismantling the mass deportation machine.
Site: faithinactionba.org

This peptide reverses aging, restores energy & rebuilds mitochondria with the real SS-31 dosage you need.

Here's everything you should know about this:🧵

Before we dive in,

SITEWIDE SALE:

Save 45% on ALL these Compounds.
Exclusive discount.

Comment "AGING" below for your 45% code.shopbll.co/site-wide-sale

Your testosterone is optimized.

You train 3-5 days a week.

You sleep 8 hours.

You still crash by 2pm.

Still can’t recover.

Still foggy.

Nobody told you the problem isn’t your hormones, your training, or your sleep.

It’s the engine underneath all of it: your mitochondria.

When they fail, nothing upstream works.

Compromised gut health is often the primary cause of many health issues.

As Hippocrates, the father of medicine, said "all disease begins in the gut".

So here are the top warning signs your gut is out of balance and what to do about them.

Thread 🧵

*Standard disclaimer that nothing in this thread should be used as a substitute for medical advice*

It's George.

Numerous symptoms associated with compromised gut health manifest outside the gastrointestinal tract and these "extra-intestinal" manifestations can complicate conventional diagnosis, as standard medical evaluations may not immediately connect issues like mood changes or autoimmune flares to intestinal function.

But it’s no wonder that the integrity of the human gut microbiota correlates with susceptibility and outcomes of various diseases, including metabolic, infectious and autoimmune diseases.

The gut has a profound influence on every major organ and hormonal pathway in our bodies, whether that’s through bidirectional communication pathways aka “axes” (gut-brain axis, gut-liver axis, gut-immune axis etc), microbial metabolites, immune signaling, nutrient absorption and so on.

So, is the state of your gut one of the primary drivers of your health issues?

Well, here are the top signs of a damaged gut.

Number 1: History of autoimmune diseases (Hashimoto’s thyroiditis, rheumatoid arthritis, psoriasis etc)

Tight junctions (TJs) are protein complexes that form as a selective barrier, regulating the passage of substances between cells in the gastrointestinal (GI) tract and other epithelial barriers in tissues like the blood-brain barrier and kidneys.

In the gut, they are located at the top region of adjacent epithelial cells (enterocytes in the small intestine and colonocytes in the large intestine).

So they help regulate paracellular transport of ions for example, while blocking harmful substances like bacteria, toxins or undigested food particles.

Now in a state of dysbiosis, TJ leakage allows the entry of foreign antigens and activates the autoimmune cascade.

1/ BTS Jin, RM & V did a surprise Weverse Live right after their first El Paso concert of the Arirang Tour (May 2, 2026). Here are some of the random yet awesome details: 🧵

2/ First thing they established: all three are Kim clan. RM = Gangneung Kim. Jin & V = Gwangsan Kim.

3/ RM admitted he hadn't done a live in about four months. Jin immediately said watching RM's last live made him scared to go live himself, potentially because of the scrutiny RM suffered from.

La "relazione speciale" tra Londra e Washington in Medio Oriente è stata spesso un mito di facciata: dal 1942 al 1971, i due alleati si sono sfidati in una guerra sotterranea, spietata e spionistica per l'egemonia regionale.
/1

Se per decenni l’interesse britannico era stato il controllo della rotta per l’India, dopo la sua indipendenza nel 1947 l’ossessione imperiale diventa il petrolio di Iran, Iraq e Kuwait, in grado di finanziare l’economia britannica e sostenere lo stato sociale del dopoguerra.
/2

Gli Stati Uniti agirono dietro la bandiera dell’anticolonialismo, usando la pressione economica e il commercio per smantellare il sistema britannico.
L'amministrazione Roosevelt vedeva già nell'Impero britannico un ostacolo morale e materiale al libero mercato americano.
/3

Elon Musk is Earth’s most successful man.

He runs 6 companies worth ~$3.1+ trillion & works over 100 hours per week.

He shared his top business & life lessons here on X, but you missed them.

So, I went through his 100k+ posts to find them for you (take notes): 🧵

1. You have to find things in life that inspire you:

2. The harder the problems you solve, the more important you become.

Elon says it, not me:

Disappear for the next 45 days and beat yourself to 12 months ahead:
1. The Zero Rule

1. The zero rule
Goal: restart the database.
• Zero distractions: no reels, endless scrolling, empty surfing
• Zero "imitation work", only what gives a real result
• Zero new commitments, you're in detox mode
• Get some sleep first. Everything falls apart without him.
Imagine that you first clean up the room before building a rocket.

2. Identity change
Goal: to become a person who acts without hesitation.
Choose who you're going to be for the next 12 months:
the creator? An athlete? An entrepreneur?
Identify the qualities of this version of yourself and start behaving that way now.
Even if you "don't feel ready."

1) Understand the real resistance to the U.S. leaving NATO: it's another grift. There are people/companies making serious money servicing the servicemen. Their take is about to end.

2) It's not in the USAID category of fraud and waste, but there is a large kickback lobby here.

3) There is also a residual of WW I and WW II, when without US (and Soviet) help, England would have been overrun or starved out. The Euroweenies want to ensure that any wars they start will have American bodies in the front lines.

4) Remember, increasingly these countries have neglected their own defense so they could have "health care" and clean energy. American taxpayers pay to station troops over there as a deterrent . . . on their behalf. Who wouldn't want that?

Introducing Yuki

Yuki is the Swarms Marketplace companion that helps you explore new products, get instant support, and navigate the platform with ease.

Yuki is available on every page with no setup or searching required, and delivers fast, context aware answers based on the product, pricing, and page you are viewing.

Highlights:
• Context-aware on every product (agent or prompt)

• Live marketplace data (highest rated, top sellers, Frenzy agents)

• Extended reasoning with visible thinking trace

• Persistent chat across sessions (no login)

Yuki is live now on the swarms marketplace🙌

Learn more ⬇️🧵

2 /

Yuki is Fully Context Aware📄

When you open Yuki on any agent, prompt, or tool page, she has already loaded that product's name, description, pricing, use cases, tags, and creator, and she knows your account state too.

Every conversation is automatically scoped to exactly what you are looking at, not a generic overview of the platform.

Every response is informed by who you are, what you are viewing, and where you are.

And, a live page label inside the widget shows you exactly what context she is operating with.

3 /

Live Marketplace Intelligence 🌐

Yuki has direct, real-time read access to the Swarms Marketplace API.

When you ask a question that requires live data, she does not guess, she calls directly into the marketplace API, fetches the current state, and returns the result with context and direct links. She can surface:

- Top-rated agents, prompts, and tools by rating

- Best-selling products by total revenue from completed transactions

- Highest-rated agents running dynamic, market-driven Frenzy pricing

- Much More

This is just the beginning, Yuki is getting smarter and more capable every single day.

Louisa Nicola shared 10 insights every adult over 40 should listen to if you want to keep your brain sharp as you age, sleep better and lower your Alzheimer's risk.

1) 95% of all Alzheimer's cases are driven by lifestyle, not genetics

Only 3 to 5% of Alzheimer's patients got it from their genes.

The other 95% got it from how they lived.

Sleep, stress, exercise and what they put in their body decided whether their brain thrived or deteriorated.

You actually have a choice.

2) Retirement is a huge risk factor for Alzheimer's

• You stop working
• You stop challenging your brain
• You stop providing the stimulus your neurons need to survive

Brain cells become unused and shrink, weaken and eventually shut down.

SHOCKING 🤯

In 1948, this woman discovered a code to bend "reality" at will.

She used it for 30 years with 100% success rate.
Her answer?

A "4-letter code" that breaks the matrix: 🧵

Her childhood set the stage.

She grew up in the Great Depression.
Survival was a daily challenge.

Her parents told her: "If you want something, you have to work for it."

She often wondered, "Is there a better way?"

That curiosity shaped her beliefs.

Meet Helen Hadsell.

An ordinary woman with an *extraordinary belief*:

"The mind creates reality. "

And...her belief change her life forever.

Here’s the ugly truth about avocados (that you won’t like):

I used to think they were the most amazing superfood you could possibly eat.

I even recommended them to my patients…

Until I found this out: 🧵

Many avocados are artificially ripened.

They’re placed in gas chambers and treated with ethylene gas to speed up the process.

But this prevents natural flavor compounds and phytonutrients from developing.

It may look perfect outside, but it lacks quality inside.

Now let’s talk about avocado oil.

A study of 22 major brands revealed alarming findings:

• High oxidation levels (causing inflammation)
• Oils diluted with soy or canola
• Some products contained 0% avocado oil

82% of avocado oil on shelves is not what it claims to be.

I'm a millionaire.

If I wanted to make $10,000 as a student, I'd do this:

First, the rules.

Any service worth selling has to do at least one of these three things for a business:

Make them more money. Save them time. Or save them money.

If your service doesn't tick one of these boxes, no one will pay you for it.

1) Brand identity.

This is designing the look and feel of a business.

Logo, colours, fonts, the overall style that makes it instantly recognisable.

Designer brands are a perfect example. Most of their price tag is based on perception, not quality.

いつか会いたいね
その内会いたいね
今年こそは会いたいね←まで書いてあっても、10年以上会っていない夫の遠方の友人の年賀状。

年賀状送り続ける想いはあるのに
いつまでも口先だけの人という印象が固定されとる。他のこと書けばいいのに、と毎年思っている。会ったことない知らん人だけど。

https://twitter.com/akaikarasu666/status/2050462058337169475

追記:こういう台詞の人は相手の熱量を測っとるのかな？夫が返信送っとるのかさえ知らんが💧

私の場合、こういう事言われたら、具体的に予定目安を決めてサクサク絞っていかんと実現せんと思うし

能動的姿勢を見せんと、会う気なしと解釈されても文句言えんので、そこでちゃんとアクションする。(続

続)一番嫌いなのが、そこまで熱量ないくせに「会いたいね」という書き方をしてくる人。

そういう時は「会いたい。」で自分の意志として表明してほしい、あの何ともぼやけた「ね」に能動的姿勢の不在を感知するんだよな。

過去にいた歳下の同僚、ことあるごとに「行きます！」と私のイベントごと(続