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Degens Deteriorating
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Capacitive touchscreens scan sequentially. Your finger touching the screen affects the local impedance and modulates the emissions.

Able to extract keystrokes and pin inputs from 15cm away with ~90% accuracy.

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πŸ‘€1
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Okay I like friend-slop games now.

You and your friends run an airline…poorly.

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Average Codex users:
> keeps getting rate-limit resets
> gets 10% more usage
> 5-hour cap temporarily disappears
> codex keeps working until the task is finished
> Sleeps peacefully

Average Claude Code users:
> Watches the weekly limit disappear in real time
> Hits the cap halfway through the task
> Claude stops immediately
> Begs Anthropic for another rate-limit reset
> Anthropic announces another β€œfinal” extension
> Starts panic-coding before access disappears again > Ends up in the hospital

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The tech sector is experiencing its wildest swings in years:

The semiconductor ETF, $SMH, and the software ETF, $IGV, have experienced 34 daily moves of at least 4% year-to-date.

This is now +278% above the previous full-year record of 9 such moves, set in 2024.

This also exceeds the combined total from the previous 7 full years.

In July alone, $SMH has posted 3 trading days with at least a -4% decline.

Meanwhile, the 3x leveraged semiconductor ETF, $SOXL, has recorded 18 trading days with moves of at least 10% in either direction since the start of June.

Software and semiconductor stocks are seeing unprecedented volatility.

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Boomers watching home prices hit all time highs after buying them in 1969 for 7 raspberries

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😁5πŸ’―1
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β€œOh come on Rando, Brosnan is clearly not the best Bond”

Oh yeah? Watch my man blast an absolutely pristine piece of exotic, super-rich tail point blank because she wouldn’t obey, and then immediately establish dominance with body posture.

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HAMMER of JUSTICE: Jack Smith testified under oath that he didn’t intercept the text messages of members of Congress. There is now incontrovertible proof that he did allowing him to spy on dozens of Biden’s political enemies

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CPI dropped to a 3-month low.

Rate hike odds crashed from 43% to 6%.

Bullish for markets

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US retail sales are set accelerate:

The Chicago Fed projects retail and food services sales, excluding autos, rose +0.7% MoM in June.

This would mark the 5th consecutive monthly increase of at least +0.7%.

After adjusting for inflation, sales are estimated to have surged +1.4% in June, the largest monthly increase in at least two years.

That would mark a sharp acceleration from a +0.1% MoM increase in May.

This comes as the US inflation rate posted its biggest monthly decline in June since April 2020.

US consumer spending is gaining momentum.

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πŸ™2
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An artist is set to unveil a new Charlie Kirk monument in New York City’s Times Square on September 10, marking one year since his death

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