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So we moved from the phase of “We won the war” to “They gave us 10 big boats of oil for free” in less than 24 hours. Got it
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Taiwan’s chip empire just got a brutal wake up call
TSMC the company that makes 90% of the world’s most advanced chips is 100% hooked on helium + LNG that sail straight through the Strait of Hormuz.
Helium (critical for cooling wafers & lithography).
About 60% to 70% comes from Qatar now offline.
LNG (powers about 40% of Taiwan’s electricity).
About 33% to 35% from Qatar same chokepoint.
Taiwan has only 11 days of storage.
Why this is a critical issue?
One prolonged Hormuz mess = immediate price spikes, fab slowdowns, and global chip shortages.
No quick alternatives.
Taiwan just became the biggest collateral damage in the Gulf chaos.
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TSMC the company that makes 90% of the world’s most advanced chips is 100% hooked on helium + LNG that sail straight through the Strait of Hormuz.
Helium (critical for cooling wafers & lithography).
About 60% to 70% comes from Qatar now offline.
LNG (powers about 40% of Taiwan’s electricity).
About 33% to 35% from Qatar same chokepoint.
Taiwan has only 11 days of storage.
Why this is a critical issue?
One prolonged Hormuz mess = immediate price spikes, fab slowdowns, and global chip shortages.
No quick alternatives.
Taiwan just became the biggest collateral damage in the Gulf chaos.
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Iranian lawmakers voted to continue the war until the enemy is deterred.
Trump today: we beat them to sh&t, taking the oil is an option, and joked that, "we're going in for the uranium tomorrow at 3."
Iran's parliament: not deterred.
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Trump today: we beat them to sh&t, taking the oil is an option, and joked that, "we're going in for the uranium tomorrow at 3."
Iran's parliament: not deterred.
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Trump:
"This was a test for NATO. You can help us. You don't have to, but if you don't do that, we're gonna remember. Remember this in a number of months from now."
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"This was a test for NATO. You can help us. You don't have to, but if you don't do that, we're gonna remember. Remember this in a number of months from now."
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The X-Files by Ryan Coogler replaced Mulder and Scully with an Indian man and a black woman
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Trump:
“I heard the head of Germany say, “This is not our war” for Iran.
I said, well, Ukraine is not our war—we helped.
I thought it was a very inappropriate statement to make, but he made it, and he can’t erase it”
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“I heard the head of Germany say, “This is not our war” for Iran.
I said, well, Ukraine is not our war—we helped.
I thought it was a very inappropriate statement to make, but he made it, and he can’t erase it”
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NEW: Ancient Egyptians may have left behind a cryptic clue to a hidden second Sphinx, carved directly into stone more than 3,000 years ago — Daily Mail
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BREAKING: Meta stock, $META, falls over -7% after a “landmark” court case ruled that the company failed to adequately warn or protect young users.
The stock has erased -$100 billion in market cap today.
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The stock has erased -$100 billion in market cap today.
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Both the rise and fall of the Flynn effect are driven by the same thing: measurement non-invariance.
Test score become incomparable over time for whatever reason; population ability has not risen or fallen.
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Test score become incomparable over time for whatever reason; population ability has not risen or fallen.
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Iran hardliners are now openly calling for a nuclear bomb
In the middle of an active war, right as negotiations are barely hanging on...
Not exactly calming signals.
DeItaone, RTRS
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In the middle of an active war, right as negotiations are barely hanging on...
Not exactly calming signals.
DeItaone, RTRS
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Ivy League professors are overwhelmingly Democrats.
During the 2022 midterm elections:
- 96% of political donations went to Democrats
- 4% went to Republicans
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During the 2022 midterm elections:
- 96% of political donations went to Democrats
- 4% went to Republicans
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