Ahmad
RT @TheAhmadOsman: @0xIlyy at this point if you're still in CS you're doing it for the love of the game
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RT @F_Compounders: Understanding ROE

Picking stocks The Buffett Way https://t.co/DviW4MJy4a
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RT @KobeissiLetter: This is wild:

ALL net wealth in the US stock market since 1926 has been generated by just 3.44% of companies.

To put this differently, ~97% of all stocks have barely contributed to long-term shareholder wealth creation.

The top 1.88% of companies reflect 90% of total gains.

Interestingly, just 0.26% of firms have created HALF of all wealth.

This highlights the extreme concentration of stock market returns in top-performing companies.

Market wealth is heavily skewed toward a very small minority of companies.
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RT @DonMiami3: Ask yourself why China isn’t in a hurry to join a *data center* arms race…

Because they’d rather watch us blowup doing it.

OPENAI URGES U.S. TO BOOST ENERGY FOR AI

OpenAI has asked the U.S. government to massively expand its energy capacity to stay ahead in artificial intelligence. In a filing to the White House, it called for 100 gigawatts of new power each year to close the “electron gap” with China.

The company warned that limited electricity could slow AI progress and economic growth, calling energy “a strategic asset vital to America’s AI, economy, and security.”
- *Walter Bloomberg
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RT @emollick: Interesting implication is that I keep running into companies heavily invested in large-scale AI training for a class of AIs that no longer exist (but did exist 6 months ago).
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RT @cdixon: We’re excited to share our 2025 State of Crypto report.

This year’s story: the maturation of the crypto industry — with growing institutional adoption, the rise of stablecoins, better infrastructure, new consumer experiences, and long-awaited regulatory clarity.

Read the full report → https://t.co/P3gzQphOEx

Here are the biggest trends of 2025…
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Clark Square Capital
RT @TheAppInvestor: Ragnarok Online 3 license confirmed for China $GRVY. For reference, Ragnarok Online was the global success in 2002 that started it all. RO2 in 2012 did not live to its expectations. RO3 is planned for 2026. Recent game preview got 1.5M views in 6 days!

https://t.co/RdDI5v8sDD https://t.co/aRTKll8IP3
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Ahmad
RT @308Greenfield: Post add on FB marketplace for free electronics = free VCR’s

Repair the VCR

Sell the VCR

SECURE THE GPU https://t.co/esDisgLITm

29 GPUs.

My house now has 29 GPUs.

Before AGI arrives:

Acquire GPUs.

Go into debt if you must.

But whatever you do, secure the GPUs. https://t.co/2e7oYkWKcV
- Ahmad
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RT @InvestiAnalyst: Still debating agent vs. agentless? You’re asking the wrong question.

One of the most consistent debates in cloud security over the past five years has been around deployment models: agent vs agentless. It’s easy to treat this as a binary discussion, but the reality is far more nuanced and shaped heavily by evolving infrastructure and market dynamics.

The pivotal shift came when companies like Orca and Wiz introduced agentless scanning. By leveraging cloud APIs to snapshot disk volumes and extract workload data without installation, these solutions offered a dramatically simplified deployment path. It enabled faster time to value and minimized disruption to developer workflows, two major pain points for security teams.

The market responded. Agentless scanning gained traction not because it was inherently superior, but because it addressed real operational constraints. Visibility without friction.

However, this came with tradeoffs.
Agentless tools often struggle with ephemeral workloads like containers, which may only exist for seconds. They rely on static data and lack access to runtime behavior, things like process execution, file access, and in memory activity. As cloud environments grow more dynamic and containerized, this limitation becomes more apparent.

By contrast, agent based solutions offer deeper visibility. They allow real time detection and response, more precise telemetry, and granular insight into application layer behavior. While historically harder to deploy, recent improvements, like helm charts and ArgoCD-based automation, have lowered the operational burden significantly.

In short:
Agentless = low effort, faster deployment, broader initial visibility.
Agents = higher fidelity data, runtime insights, better suited to containers.

This isn’t about which is better universally, it’s about what fits your organization’s maturity, architecture, and goals. Many security teams begin with agentless tools to quickly gain context, then incorporate agents as they move toward runtime protection and deeper incident response capabilities.

Framing the right deployment model isn’t just a technical decision, it’s a strategic one.
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