Javier Blas
In much of Canada, President Trump’s provocations like making the country a 51st state are deeply unpopular. In Alberta, a conservative, oil-rich province, Trump presents an opportunity.

https://t.co/879w0N3RaU
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Jukan
Samsung is building its hybrid bonding line early at NVIDIA’s request.

https://t.co/yOhX6p77nc
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Michael Fritzell (Asian Century Stocks)
RT @mp3461: @pitdesi Hello. Reminds me of this cnbc make it episode of a man who moved to India and created a Mexican food chain, because the restaurant name is another state: California Burrito. https://t.co/Ph1N2UhK6T
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God of Prompt
RT @godofprompt: Oppenheimer: "I feel I have blood on my hands." https://t.co/Z5paQUbQlv
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God of Prompt
After chatting with 8 engineers from OpenAI and Meta, I discovered they all swear by the same 7 "edge-case" prompts.

Not the viral ones from Reddit.

These are what power cutting-edge prototypes and debug complex models.

Steal them here ↓ https://t.co/lXlXQ1gkUv
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The Transcript
RT @TheTranscript_: Tuesday's earnings:

Before Open: $ET $MDT $KRYS $ETOR $LDOS $CNH $VMC $GPC $CRNT $DTE $NEO $BLDR $FLR

After Close: $HL $PANW $TOL $DVN $HALO $KVUE $EQT $CDNS $ACLS $MKSI $SSRM $HUN $CE https://t.co/gQ4QRLxv0c
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The Transcript
RT @TheTranscript_: $QCOM CEO: "As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand, the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset industry through the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory."
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Jukan
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises

▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇

∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.

∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”

∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.

∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.

∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.

∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509.
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The Transcript
RT @TheTranscript_: $LAZ Lazard CEO: "If you look at European companies… the 95th percentile European company ranked by ROIC… has a return on invested capital equivalent to the 92nd percentile U.S. company… it underscores there are a lot of fantastic European companies"
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Illiquid
This seemed to cause a lot of the AI trade in Japan to bounce this afternoon. No bounce needed for Mipox.

Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises

▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇

∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.

∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”

∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.

∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.

∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.

∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509. - Jukan
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NecoKronos
Don't want to miss out on this one gents 🤯

Tommorow i will be hosting a stream inside MMT discord with the master @joel_sabugal !

🎙 Inside the Liquidity – LIVE

This week we’re joined by @joel_sabugal - order flow specialist who actually trades what he sees.

Expect sharp discussions on:
• absorption
• reading liquidity
• spotting real delta
• how to think through live market conditions

If you want to understand how traders process information before they click buy or sell, this one’s for you.

Bring questions. Bring popcorn. Take notes.

Drop a comment if you’re tuning in 👇🔥 - MMT
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God of Prompt
RT @godofprompt: I built a “shadow advisory board” of AI personas to critique my business ideas.

Includes:

• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC

Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
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Moon Dev
scaling clawbot

i secured four more clawbots and possibly a fifth

today i am working on my scaling plan and applying it to algorithmic trading

the goal is to have eight 24/7 quants working for me

see the exact setup if there is still a ticket available

join here https://t.co/Aw7dcEw2RV

moondev
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Javier Blas
RT @citrinowicz: Geneva: The Assumptions Required to Avoid War

As a decisive round of talks approaches in Geneva, success will depend less on tactical maneuvering and more on whether both sides arrive with realistic assumptions.

First and foremost- This will not be a grand bargain. It will be a limited, stabilizing agreement designed to prevent war and block Iran’s path to a nuclear weapon — not to resolve all disputes between Washington and Tehran.

What Iran Must Understand?

1. There is no return to the JCPOA.
This will not be a restoration of the 2015 agreement. The political environment in Washington has changed. A new framework — narrower, more security-focused, and politically defensible in the U.S. — is the only viable path forward.

2. Optics matter as much as substance.
Any agreement must allow the U.S. President to demonstrate a clear win. A symbolic gesture — a high-level meeting, a joint statement, a visible concession — may be politically as important as the technical nuclear details. Without that, no agreement will be sustainable in Washington.

3. Sanctions relief will be limited and conditional.
Full normalization is not on the table. Relief will be phased, reversible, and directly tied to verifiable nuclear steps.

4. A symbolic missile gesture may be necessary.
Iran is unlikely to dismantle its missile program or abandon regional partners. But a declaratory commitment or confidence-building measure could help Washington demonstrate that broader security concerns were addressed.

5. Economic openings create stability.
Allowing structured Western or potentially even American — involvement in Iran’s energy sector would create shared economic stakes in de-escalation and provide Tehran with tangible incentives.

6. Serious nuclear concessions are unavoidable.
At minimum:
A. A long-term freeze on high-level enrichment
B. Maximum transparency and intrusive inspections
C. Removal or diluting of highly enriched uranium
Without these steps, no agreement will pass political scrutiny in the United States.
The bottom line,
Iran must recognize that this would be a limited deal: it could stabilize its economy and reduce war risk, but it will not bring full sanctions removal or strategic normalization.

What the United States Must Understand

1. Regime change is not a viable strategy.
Military escalation — including targeted strikes or leadership decapitation — is unlikely to produce a compliant or pro-Western Iran. It could just as easily produce fragmentation or a more radicalized leadership.

2. Iran is economically strained but not capitulating.
Tehran appears willing to make meaningful nuclear concessions — but only if the agreement addresses its core economic pressures. The U.S. should prioritize nuclear rollback over maximalist demands.

3. Missile and proxy issues cannot be solved in this round.
Insisting on comprehensive restrictions on Iran’s missile program or regional network risks collapsing the talks. At best, limited or declaratory commitments are achievable now.

4. Non-attack assurances alone will not suffice.
Iran will not trade significant nuclear limits solely for security guarantees. Economic relief must be part of the package.

5. War with Iran is unpredictable.
The United States knows how a conflict with Iran might begin. It does not know how it would end. Escalation could draw in regional actors, disrupt global energy markets, and harden Iranian strategic doctrine for a generation.

The Strategic Bottom Line for the US is that In the current environment, diplomacy can likely secure meaningful nuclear constraints that block Iran’s path to a bomb for years.
Attempting to solve every outstanding dispute — missiles, regional proxies, ideological hostility — will likely collapse negotiations and increase the probability of a broader regional war. Such a war would not guarantee regime change, surrender, or strategic transformation in Tehran.

Finally, breakthrough in Geneva is pos[...]