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Chips & SaaS
RT @balajis: When Xi visited San Francisco, they knew what to do.
Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away.
So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. https://t.co/73wN6kzQhY
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RT @balajis: When Xi visited San Francisco, they knew what to do.
Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away.
So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. https://t.co/73wN6kzQhY
My latest column: For years, a man w/ a machete has wreaked havoc in Jefferson Sq Park. 50 interactions w/ police since 2014, 2 restraining orders, many cycles of jail, treatment, diversion. Neighbors worry things will escalate. SF doesn’t know what to do. https://t.co/qmsVsmgaSz tweet
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Michael Fritzell (Asian Century Stocks)
Nintendo and Sony both down due to high DRAM prices. There will be a trade here, only question is when https://t.co/CXAgBiNjAr
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Nintendo and Sony both down due to high DRAM prices. There will be a trade here, only question is when https://t.co/CXAgBiNjAr
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Chips & SaaS
RT @mrbcyber: China may have 10 million bots operating on X. These bots regularly harass critics of the CCP, even using death threats
The sheer number of these bots means they can seriously disrupt activity critical of the party. X is working on the problem, per article👇 https://t.co/0v9xJvlI8e
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RT @mrbcyber: China may have 10 million bots operating on X. These bots regularly harass critics of the CCP, even using death threats
The sheer number of these bots means they can seriously disrupt activity critical of the party. X is working on the problem, per article👇 https://t.co/0v9xJvlI8e
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Michael Fritzell (Asian Century Stocks)
The biggest takeaway from the book is how competitive chip design is. Just incredibly competitive. Nvidia managed to break out of it through CUDA, but still.
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The biggest takeaway from the book is how competitive chip design is. Just incredibly competitive. Nvidia managed to break out of it through CUDA, but still.
Fantastic book on Nvidia. Very well written. tweet
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Michael Fritzell (Asian Century Stocks) (@MikeFritzell) on X
Fantastic book on Nvidia. Very well written.
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Chips & SaaS
RT @jenniferzeng97: 🚨Guess where all the discounted oil from Venezuela and Iran went? To Xi's family—or specifically, to his sister Qi Qiaoqiao!
😿The original whistleblower, Canadian writer @ShengXue_ca, had to urgently delete her post. She didn't say why, but I believe she was threatened.
👇As a matter of fact, I deleted it too after posting. After careful consideration, I decided to re-post it. See my article below for more details.
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RT @jenniferzeng97: 🚨Guess where all the discounted oil from Venezuela and Iran went? To Xi's family—or specifically, to his sister Qi Qiaoqiao!
😿The original whistleblower, Canadian writer @ShengXue_ca, had to urgently delete her post. She didn't say why, but I believe she was threatened.
👇As a matter of fact, I deleted it too after posting. After careful consideration, I decided to re-post it. See my article below for more details.
https://t.co/Wn2UhiBu8b tweet
Michael Fritzell (Asian Century Stocks)
RT @TiehackCapital: @MikeFritzell Completion of upgrades and re-occupation of marquee asset in Tokyo, and family-led MBO/takeout. Properties may be worth 2-3x current equity value + half mc in cash + securities. Family may facing big inheritance tax since passing of Kazuhiko.
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RT @TiehackCapital: @MikeFritzell Completion of upgrades and re-occupation of marquee asset in Tokyo, and family-led MBO/takeout. Properties may be worth 2-3x current equity value + half mc in cash + securities. Family may facing big inheritance tax since passing of Kazuhiko.
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Chips & SaaS
RT @MichaelKovrig: CCP slavery: UN experts warn that forced labour involving Uyghurs, Tibetans, and other minorities in China may amount to enslavement. Under state labour transfer schemes sold as poverty relief and training, people are subjected to surveillance, threats, and punishment with no real ability to refuse, quit, or go home. What’s more, goods produced under this coercion continue to enter global supply chains via third countries.
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RT @MichaelKovrig: CCP slavery: UN experts warn that forced labour involving Uyghurs, Tibetans, and other minorities in China may amount to enslavement. Under state labour transfer schemes sold as poverty relief and training, people are subjected to surveillance, threats, and punishment with no real ability to refuse, quit, or go home. What’s more, goods produced under this coercion continue to enter global supply chains via third countries.
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Jukan
Nvidia’s exports of the H200 to China have received approval from the U.S. Department of Commerce, but they’re still being delayed as they undergo review by the U.S. State Department. https://t.co/bm9kdzPdgV
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Nvidia’s exports of the H200 to China have received approval from the U.S. Department of Commerce, but they’re still being delayed as they undergo review by the U.S. State Department. https://t.co/bm9kdzPdgV
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God of Prompt
RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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God of Prompt
I added this to my custom instructions and I love Claude's improved reasoning
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I added this to my custom instructions and I love Claude's improved reasoning
Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY tweet