Most recent unrolls from @ThreadReaderApp

Mar 30
BYDの2025年度決算と一連の財務戦略からの考察

帳簿上の現金準備高:1,678億元だがBYDの実質的な流動性は、すでに完全にマイナス領域に転落しているのでは?

※長文になります Image
まとめ

BYDの2025年度決算と一連の財務戦略に基づくシビアな実態を短くまとめると、高成長の裏に隠された、実質的な資金ショートが見えてくる
本業の利益喪失と補助金依存
熾烈な値引き合戦で純利益は前年比約19%減。利益の約35%が政府補助金による下支えであり、そこに巨額のR&D費(約634億元)が重くのしかかっており、本業で稼ぐ力は限界に達しています
Read 70 tweets
Mar 30
UN ANÁLISIS DE LA GUERRA DE UCRANIA DESDE UNA PERSPECTIVA PERONISTA - ACTUALIZACIÓN SEMANAL: 22 - 29/03/2026 - “OFENSIVA RUSA DE PRIMAVERA”

Rusia busca derrotar a la OTAN en ucrania

Resúmenes anteriores:
Situación Operativa:

El Objetivo Operacional ruso es el aniquilamiento de las fuerzas ucranianas en Kramatorsk - Sloviansk concretando de esta manera la liberación de Donbas y cumpliendo una parte importante de la Directiva Estratégica de Putin del 24/02/22. Image
El Esfuerzo Operacional Principal es el Comando Operacional Sur que tendrá la tarea de aniquilar a las fuerzas ucranianas en Slaviansk - Kramatorsk, apoyado con dos Esfuerzos Operacionales Secundarios materializados por el Comando Operacional Oeste y el comando Operacional Centro
Read 36 tweets
Mar 30
Entergy should release detailed accounting records -- which are standard in utility rate cases -- if it wants to claim $2B in ratepayer savings.

Entergy stock is up 7% since it announced the deal.
The White House's Ratepayer Protection Pledge is an empty promise unless there is transparency and accountability. If the Pledge is backed only by company press releases, then it's just "PR help" for the hyperscalers, as the President let slip.
But it's not too late for the Pledge to be meaningful.

The previous Meta-Entergy deal is not public. From what we know, ratepayers are paying fo $500M in transmission upgrades. Key benefit is that ratepayers might get a good deal on a used natural gas plant in 2042.
Read 5 tweets
Mar 29
🔥 Russia should be cashing in on Trump’s war against Iran. Ukraine is stopping it, — Bloomberg

🧵 1/17
🔥 Landmark moment: Ukraine has surpassed Russia in the use of long-range drones for the first time.

In March 2026, Ukraine overtook Russia in the number and effectiveness of long-range UAV strikes. Ukrainian deep strikes on strategic targets have increased significantly.

2/17
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🔥🛢 Madyar puts Ukraine’s oil campaign in perspective.

Yaroslavl alone: 2.5M bpd — ~100 full tank trains. Add Ust-Luga, Primorsk & Kirishi — losses are massive. Even Druzhba (300k bpd) now looks minor.

Ukraine is hitting the arteries of Russia’s war economy.

3/17
Read 18 tweets
Mar 29
FBI agents used a chainsaw to open Jeffrey Epstein's metal safe in his Manhattan mansion.

They found hard drives, diamonds, and files inside. But they left them behind. Didn't seize them for another 5 days.

What happened in that 5-day period? Now we know.

🔗 in next tweet Image
Diamonds and hard drives from Jeffrey Epstein's safe went missing for 5 days. Now we know where they went.

businessinsider.com/jeffrey-epstei…
The Justice Department said they found 48 diamonds inside Jeffrey Epstein's safe.

That's the same number Epstein bequeathed to his fiancée, Karyna Shuliak.

businessinsider.com/jeffrey-epstei…
Read 4 tweets
Mar 29
BREAKING: If you're not using Claude at your job, you're already behind.

Copy these 07 prompts: 👇 Image
1. Parallel Work Manager

Stop doing one task at a time.

Use Claude like a team lead that splits work, runs streams in parallel, and combines the output.

Paste this:

“I need to complete these tasks in parallel: [task 1], [task 2], [task 3].

For each task:

· create a separate workstream
· define the goal, inputs, and output format
· identify dependencies between workstreams
· work on all independent tasks in parallel
· give me progress updates for each stream
· flag blockers early
· merge the final outputs into one clean result

Return:

1. active workstreams
2. progress by stream
3. blockers or dependencies
4. merged final output
5. recommended next steps.”

Best for:

· research + writing
· product planning
· code + docs
· launch preparation
2. Multi-File Project Auditor

This is one of the highest-value use cases.

Instead of asking “review my code,” make Claude audit the full project like a senior engineer.

Paste this:

“I’m uploading a project/codebase. Review it as a technical auditor.

Analyze:

· architecture decisions that should change
· technical debt causing the most drag
· security risks and vulnerable patterns
· performance bottlenecks
· outdated or risky dependencies
· weak testing areas
· maintainability issues

Then give me:

1. top critical issues
2. why each issue matters
3. priority level: critical / high / medium / low
4. exact fixes to tackle first
5. a 7-day action plan
6. a longer-term cleanup roadmap

Be concrete. Quote files, modules, or patterns when possible. Optimize for practical action, not theory.”

Best for:

· inherited codebases
· messy side projects
· pre-launch reviews
· tech debt cleanup
Read 10 tweets
Mar 29
1- Dysautonomia Trifecta

Dysautonomia Trifecta— an informal, colloquial term sometimes used in patient communities and among certain clinicians to describe the cluster of overlapping dysautonomic syndromes that tend to co-occur in certain individuals. Image
2- What “Dysautonomia” Means

Dysautonomia refers to dysfunction of the autonomic nervous system (ANS) — the system controlling involuntary body functions like heart rate, blood pressure, digestion, temperature regulation, and pupil
3- The “Trifecta” – The Common Three

When people say “the dysautonomia trifecta,” they usually mean three interrelated conditions that co-exist or overlap significantly. The exact combination can vary, but the most commonly accepted “trifecta” is:

POTS (Postural Orthostatic Tachycardia Syndrome)

Abnormal heart rate increase upon standing.

Common symptoms: lightheadedness, palpitations, fatigue, dizziness, temperature intolerance, brain fog.

Ehlers–Danlos Syndrome (EDS) – Hypermobile Type (hEDS)

Connective tissue disorder causing joint hypermobility, fragile skin, and chronic pain.

Leads to unstable vasculature and mechanical strain on the autonomic system.

Mast Cell Activation Syndrome (MCAS)

Abnormal mast cell degranulation causing histamine and cytokine surges.

Triggers include stress, foods, temperature, fragrances, infection.

Symptoms: flushing, tachycardia, GI distress, hives, brain fog, and sometimes anaphylactoid reactions.

Together, these can create a vicious feedback cycle of ANS instability, immune dysregulation, and connective tissue fragility.
Read 7 tweets
Mar 29
Cada día que pasa toma más cuerpo la hipótesis que fue un error de inteligencia o de la interpretación de dicha inteligencia lo que llevó a EEUU a atacar Irán.
#1 - 1 El error de inteligencia es atribuido al inefable Mossad (cuya mayor capacidad es hacernos creer que es Image
imbatible) cuando sostuvo que la eliminación de los líderes iraníes más el bombardeo de instalaciones críticas y de la Guardia Revolucionaria llevaría al colapso del gobierno de Irán. Cuestión que, hasta ahora, nos se produjo
timesofisrael.com/netanyahu-said…
#2 - 2 lo segundo y, más grave es, el mal uso que se hizo de la inteligencia disponible. Y acá intervienen los llamados Sesgos Cognitivos.
Los sesgos cognitivos son un efecto psicológico que distorsiona nuestra percepción de la realidad; se producen cuando nuestro cerebro
Read 21 tweets
Mar 29
Thread on the A24325G mutation.

Yet another obscure reason why we can tell that Covid started at Huanan market.
The market origin theory says that Covid spilled over from wildlife at Huanan market and then spread out into Wuhan.

The lab leak theory says Covid was circulating around Wuhan first, but it just happened to be noticed at the market.
There are lots of ways to distinguish between these two.

I've written before about looking at where people got sick. They were all clustered around the market:
Read 39 tweets
Mar 29
Okay, you all voted, and for NOW, we're going to put this NEC MultiSpin 6X SCSI CD-ROM into my Pentium 233 system. This drive is REALLY cool! Let's talk about it briefly in a 🧵 here! Image
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First of all, if this ends up being permanent, I won't be too sad. The Philips drive that was in the system is starting to look a little ratty 😅. Granted, for form over function, it is an 8X drive, so TECHNICALLY this is a downgrade! Image
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Also, before I get too far into this, in case you missed it, I picked up this drive earlier today at a vintage computer sale that was happening a town or two over! I did grab all of the caddies you see here that go with the drive as well!
Read 9 tweets
Mar 29
1).
„AI warfare speaks to the biggest moral and practical question there is: Who—or what—gets to decide to take a human life?
2).
And who bears that cost? In 2018, more than 3,000 Google workers protested the company’s involvement in »the business of war« after finding out the company was part of Project Maven,
3).
then a nascent Pentagon effort to use computer vision to rifle through copious video footage taken in America’s overseas drone wars. They feared Project Maven’s AI could one day be used for lethal targeting.”

March 23, 2026

@WIRED archive.is/20260323123727…
Read 4 tweets
Mar 29
The following thread is really important to understand the field situation in Southern Lebanon and avoid falling for the enemy's propaganda:
According to @beirutreview25:

The enemy has relied, since the very first day in the Southern Lebanese battlefield, on a tactic of encirclement and isolation rather than invading villages and taking control of them directly, in order to avoid attrition and heavy losses, and to accelerate reaching points that would give the appearance of a quick achievement. The enemy is seeking to implement a geographic separation operation extending across the width of the Southern Litani, dividing Resistance lines into isolated cells. It has been observed that the enemy deliberately began the invasion through crossing points within non-Shiite villages, where Resistance elements are absent.
So, what is the reality of the current field map? And what is the method used by the “israeli” enemy on the ground, and what are its limits?
First: The Field Situation in the Western Sector:

Enemy forces carried out an encirclement maneuver around the villages of Shaama, Tayr Harfa, al-Jibbayn, and Shihine without entering any of them, reaching al-Bayyada via the Iskandarouna route.

The objectives of this encirclement are:
• Depicting an achievement or for propaganda effect.
• Isolating all villages located behind al-Bayyada and cutting off their [Resistance] supply lines.
• Overlooking Tyre and the plains surrounding it from the elevated position of al-Bayyada.
Read 17 tweets
Mar 29
🧵Palm Beach County elections volunteer John Panicci, who was arrested for stealing an encrypted access key during training for the Mar 24 special election, says he's a "huge tech nerd" who's a self-employed "computer consultant." His Facebook is also full of anti-Trump content, with a marked increase in the days leading up to the March 19 training session/theft.Image
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More from his FB and X Image
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On March 21, 2 days after the theft, Panicci was donating plasma when the machine severely malfunctioned. Shortly afterward he felt dizzy, had blurred vision and slurred speech, and passed out.

"At the very end of the cycle they realized the machine was not working properly when blood starting coming out of the front of the machine. They determined the reservoir inside had 330 ml of my blood that had not been returned plus whatever leaked into the machine. Three separate people that said they had worked there for over 10 years, had never seen anything like this happen with one of the machines before.

"When I got to the emergency room, they drew blood and determined my sugar count was 458, which is extremely high from what they tell me. I've never been diagnosed as diabetic so this is all news to me."

He was admitted to the hospital, but it's unclear how long he was there.Image
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Read 4 tweets
Mar 29
El 29 de marzo de 1962 se llevó a cabo el golpe de Estado perpetuado por los comandantes en jefe de las Fuerzas Armadas, el general Raúl Poggi, el almirante Agustín Penas y el brigadier Cayo Alsina, que derrocó al gobierno constitucional de Arturo Frondizi. Pero, ¿Por qué ocurrió? ¿Cuáles fueron los factores que desencadenaron el hecho?Image
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A principios de 1961, el Ejército, al igual que las otras dos Armas, estaba profundamente dividido entre legalistas y golpistas, aunque había una leve mayoría del lado de los legalistas. Aún así, existía una unidad en las Fuerzas Armadas con respecto a tres cuestiones: no debía permitirse una vuelta de Perón y su sistema de poder, un rechazo absoluto al comunismo y la preocupación con los hechos que estaban sucediendo en Cuba con la asunción de Fidel Castro al poder.Image
Las relaciones entre Frondizi y las Fuerzas Armadas fueron tensas a lo largo de todo el periodo 1958-1961 con distintos intentos de golpe de Estado y planteamientos de las tres fuerzas al presidente pero se complicaron aún más durante las crisis de agosto de 1961 y febrero de 1962 debido a la visita del Che Guvera y su renunión con el presidente y la posición que tomaba la Argentina respecto a la situación en la Cuba comunista de Fidel Castro. Aunque estas se resolvieron luego de unos días, las chances de un golpe de Estado habían estado altas en ambas crisis.Image
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Read 43 tweets
Mar 29
Seeing as airbases under attack are now in the news, here’s a thread about how we used to defend them in the Cold War, when an attack was just 15 minutes away and we expected the Warsaw Pact to throw everything they had at us. 🧵1/12 Image
2/ RAF Bruggen was completed in 1953, and as the Cold War heated up it was designed and run as a fortress. One Station Commander added the infamous sign at the gate: “THE TASK OF THIS STATION IN TIME OF PEACE IS TO PREPARE FOR WAR. DON'T YOU FORGET IT.” Image
3/ The base was one of 4 in RAF Germany (Bruggen, Laarbruch, Wildenrath & Gutersloh). Each were heavily protected with plenty of barbed wire and concrete. Bruggen & Laarbruch also held a nuclear role, so had extra security. They held upto 4 air squadrons each. Image
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Read 12 tweets
Mar 29
(1/14) 🧵 HOW TO TELL IF YOU ARE TALKING TO A BOT ONLINE: A PRACTICAL GUIDE

Bots are getting harder to detect. But researchers, journalists and cybersecurity experts have identified reliable patterns. This thread covers general detection methods, then builds to the specific tactics used by far-right, MAGA and ultra-nationalist bot networks. 👇
(2/14) THE LANDSCAPE HAS CHANGED

The old “bot vs. human” binary no longer applies. The landscape now includes humans, good bots, bad bots, declared AI agents, undeclared AI agents, and hybrid operations blending automation with human interaction. AI-driven traffic quadrupled in the first eight months of 2025 alone. No single test is definitive. Use several together.
(3/14) CHECK THE PROFILE FIRST

The most basic bots lack a photo, a bio or any links. More sophisticated ones use stolen photos or auto-generated usernames. In far-right networks specifically, the Centre for Information Resilience documented accounts where real people’s clothing had been digitally edited to display MAGA slogans, manufacturing fake authenticity.

🔗 info-res.org
Read 15 tweets
Mar 29
Actualización de hoy: tercera Guerra del Golfo.

Intento ser breve. Preguntad más abajo lo que queráis.

A) La guerra continúa. Ahora mismo están sonando las sirenas en Bahrein y Beersheba (por tercera vez) y hay fuertes bombardeos sobre Teherán (hay grandes zonas sin luz).

1/
B) Durante el día han sido atacados en Teherán los barrios del norte y el oeste. También se ha atacado una planta en Bandar Khamir y un depósito de agua en Haftkel, Juzestán. También hay daños en la red eléctrica en la provincia de Alborz.

2/
C) El ataque a la planta eléctrica de Parchin ha provocado hace una hora cortes de electricidad en partes de Teherán y Karaj.

D) Por su parte Irán ha lanzado 9 salvas de misiles contra Beersheba y un misil ha impactado con gran riesgo en una planta química en Ne'ot Hovav.

3/
Read 10 tweets
Mar 29
War is a question of interests, not legality. Iran with, it's support of the October 7th attack, kicked off an existential war with Israel for the latter to prevent Iran from getting the A-bomb.

Israel won't survive as a nation after three Hiroshima class nukes...

Iran War🧵
1/
- riding ballistic warheads in a saturation missile attack - slam into its major cities.

The Trump Administration agreed with Israel on Iranian nukes both in the 12-day war and with the current war.

2/
The Iranian use of a space launcher as an ICBM against Diego Garcia made the current Iran war an existential one for the USA, given the EMP threat Iran represents to the unhardened American power grid.

Imagine the population of the American west - especially Las Vegas! -
3/
Read 9 tweets
Mar 29
En agosto de 1848, unos obreros que tendían una vía férrea junto al Rin desenterraron del barro una espada romana con la vaina más bella jamás hallada.

El anticuario Josef Gold la compró y mintió sobre dónde la encontraron. Era la primera mentira de muchas en torno a esta pieza. Image
La espada apareció en Maguncia —Mogontiacum—, la mayor base militar del limes renano. Cuartel general de dos legiones, nudo logístico, centro de mando de toda la frontera germana. Un lugar donde las armas eran tan frecuentes como las órdenes.

Pero esta no era un arma cualquiera.
La hoja mide 53 cm de largo y 7 cm en su punto más ancho. Sección en diamante. Un gladius de tipo Mainz con la variante Fulham: hombros casi horizontales, filos que convergen levemente hacia una punta larga y agresiva, diseñada para penetrar. Image
Read 21 tweets
Mar 29
I'm seeing this chemical plant that was hit in Beer Sheva listed under two different names: Neot Hovav and Adama Makhteshim. Image
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Adama Makhteshim used to go by "Makhteshim Chemical Works Ltd.":
prnewswire.com/news-releases/…Image
I believe Makhteshim-Agan is also another subsidiary; I think the name change came with the China connection mentioned at the end of the thread in the QT.

That means there are at least two branches in the US:
ncbi.nlm.nih.gov/books/NBK59199…Image
Read 9 tweets
Mar 29
An Illustrated Guide to Iranian Missile Strikes on Israel

Given the scale of censorship and information warfare, it is hard to discern how much punishment Iran is meting out to Israel.

|I scraped the daily reports from Alma Research and Education Center to compile a dataset. You can download the dataset from here: dropbox.com/scl/fo/rqifmf1….

We skip the first two days for better presentation. You can easily recreate it from the csv if you like.

1/ Attack tempo. Since 3/3, there have been between 7 and 19 missiles fired at Israel per day, for an average of 10.7 per day. Note that recent salvos have been with heavier missiles.Image
2/ Regional concentration. Iranian strikes have been concentrated in the central and south regions. Image
3/ Since 3/3, there have been bw 1 and 6 impacts per day, for an average of 3 per day. The 3-day average is pretty stable. Image
Read 7 tweets