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Alabama Offense (Lane Kiffin OC) - RPO Tags - Smoke - Bubble (2 Man) - Stack Smoke - Stack Bubble - Panther - Sluggo - Crash - Gum - Omaha - DBL Stick - Now - Later - Slick - Force - Bash Force - Bubble (3 Man) -...

53,331 Aufrufe • vor 6 Monaten •via X (Twitter)

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So Runway Gen 4.5 finally adds image-to-video, the workflow most pros rely on for consistency. We put it head to head with Kling AI and Google Flow VEO using the same reference images and prompts (below) to evaluate motion quality, stability, and cinematic realism. 1. Action/WaterPhysics Test Prompt: Cinematic, wide-shot of a man running in a shallow river. The camera is tracking the man from behind as he runs up the river. Handheld camera shake as the camera follows the man. 2. Fire Physics Test Prompt: Cinematic, wide-shot of terrified woman running towards her burning barn. She abruptly stops, and puts in hands on her head as she watches her barn burn down. 3. VFX test prompt: Cinematic, wide-shot of a hooded figure. Flashes of purple magic and smoke whirl around the figure. The figure lifts its arms as the purple magic and smoke intensifies. 4. 2D Animation Test Prompt: 2D animated shot of a waiting at a bus stop in a thunderstorm. The man turns, walks to the bench, and sits down. 5. 3D Animation Test Prompt: 3D animated shot of an octopus. The octopus reaches into a coral and picks up a glowing white gem. 6. Conversation Test Prompt: slow camera push-in as two friends are having a conversation at a coffee shop Overall verdict: Despite the “world’s best” claim, Runway Gen 4.5 is not there yet. Prompt adherence is solid, but motion, physics, and cinematic realism still lag behind tools like Kling and VEO. Great platform, mid-tier model for now.

Curious Refuge

25,712 Aufrufe • vor 8 Monaten

🚨THREE days before executing Alex Pretti, the SAME agents almost killed another U.S. citizen…🚨 While illegally detaining unaccompanied minors, using excessive force, causing multiple car accidents, and assaulting multiple U.S. citizens… all in one video. The video starts with agents checking the ID of a 16-year-old girl they had just hit with their car. She has a U.S. passport. They don’t care. They had already taken her 15-year-old brother after scanning his face. They seize her passport, and then handcuff her. At the front of the car, you can see a U.S. citizen legally observing. Not interfering, or moving. Just filming. Suddenly, agents swarm them and tackle them to the ground. Multiple men put their full body weight on the person’s back. One agent hits them in the face, and then pushes his knee into their face, while another pulls the person’s hair… All while the person lays motionless. Their nose starts bleeding into the snow. They’re struggling to talk, let alone breathe. All while they are not resisting. When the agents finally lift them up, blood is running down their face. And the agent’s rampage continues. Agents are then seen smashing a car window and try to grab the driver while the car is not in park, nearly running over another agent in the process. Multiple people are now on the ground. One man has been pepper sprayed, his glasses knocked off. A woman walks up. Without warning, an agent pepper sprays her directly in the eyes, blinding her, while they yell at her to move. She can’t see where she’s going, so the person filming has to lead her to the sidewalk. The camera turns back. The man who was pepper sprayed earlier is now standing, lethargic, disoriented, and unable to see without his glasses, and with pepper spray in his eyes. They slam him back to the ground. An agent walks over, pepper sprays him again, inches from his eyes, and casually walks away. This is believed to be the same agent who later shot Alex Pretti in the back. As three agents put their full weight on this man, other agents begin throwing tear gas, including a canister thrown right next to his head. The entire area fills with thick smoke. You can hear agents accidentally hitting a car because they can’t see. After multiple pepper sprayings, physical assault, and tear gas deployment right next to his face, the agents simply stand up and walk away. They leave him lying in the middle of the street, surrounded by smoke, without glasses, effectively blinded, after already causing crashes due to lack of visibility. Eventually, he manages to get up and run for help, begging bystanders to assist him. And these are the same agents who later illegally assaulted women for filming, then assaulted Alex Pretti for helping them, using excessive force, pepper spray, and bear spray… Before tackling Alex Pretti, beating him, removing his legal firearm… and executing him. This is what happens when agents are trained to ignore the Constitution, are protected from consequences, and told that violence is policy. If this blatant abuse is allowed to continue, it’s no longer a question of if another U.S. citizen will die… It’s only a question of when, and how many more they think they can get away with before anyone stops them.

Jesus Freakin Congress

619,474 Aufrufe • vor 8 Monaten

Ray Dalio just exposed the AI companies for manufacturing their own crash. This is the guy who built the world's largest hedge fund and made money in 2008 while the S&P 500 dropped 40%. And he just went on Diary of a CEO and confirmed we are showing "the classic signs" of a bubble: When Jeremy Grantham's warning that this is the biggest investment bubble in American history came up, Dalio's entire answer was "He's right." Two of the most famous investors alive calling the top within a month of each other. But Dalio also explained the machine that does the popping. Everybody thinks bubbles pop when the technology disappoints. Dalio says they pop when the supply of stock outruns the money available to buy it. "There's almost nothing that's easier to produce than stock." A founder raises $50 million, gets valued at a billion, and becomes a billionaire on paper. But nobody actually paid a billion, nobody can spend the paper, and when everyone tries to turn paper into cash at the same time, the price collapses to whatever real money is left in the room. Now look at what the AI companies have been doing while telling you demand is infinite: Alphabet sold $84.75 billion of new stock in June. That is the largest equity raise by any listed company in HISTORY, and $40 billion of it is a program that drips shares into the open market whenever Alphabet chooses, starting this quarter. OpenAI and Anthropic both confidentially filed for IPOs last quarter. Total US equity issuance hit $251 billion in the first half of 2026. That is a record, beating the 2021 mania. Every one of those sales is the smartest money on Earth converting paper into your cash. And they know exactly what they are doing... An AI founder admitted on this same episode, through a story Bartlett told, that he believes we are in a bubble, so he raised hundreds of millions NOW to buy his competitors cheap after the crash. Dalio's response was that the raise itself increases the flood of stock. The man is producing the crash he plans to go shopping in, and so is every founder running the same play. Then Dalio named the pin: Bubbles get pricked when interest rates rise, because people with debt suddenly have to sell assets to raise cash. And he said that BEFORE Wednesday... On Wednesday the Fed held rates and three Fed presidents dissented, demanding an immediate HIKE. Beth Hammack, Neel Kashkari and Lorie Logan all broke the same direction, the first time that has happened since September 2016. Inflation has been above target for five straight years and oil is up more than 20% this month. So who is on the other side of the trade? Dalio said the classic bubble signal is unsophisticated money piling in with leverage, and his word for it was "crapshooting." Leveraged ETF assets just passed $192 billion. Korean single stock leveraged products on Samsung and SK Hynix went from around $3 billion to nearly $50 billion in one month. Those funds are forced to buy as prices rise and forced to dump as prices fall. This week SK Hynix grew profit six fold, missed estimates anyway, and dropped 19% in a single day. Chip stocks worldwide lost over $1 trillion. Put the pieces together: A record wave of new stock from the companies at the center of the boom. A Fed drifting toward the exact trigger Dalio named. And leveraged retail money as the last buyer standing under all of it. The companies printing the shares can see every piece of it. The only open question is whether the people buying them can.

Ricardo

16,228 Aufrufe • vor 2 Monaten

THE MAN WHO CALLED 1987, 1990, AND 2000: MARC FABER'S UNFILTERED WARNING ON RATES, BRICS, AND CASH Marc Faber stands as one of the most respected and feared voices in global finance. With more than fifty years of experience that includes calling the 1987 crash, the Japanese asset bubble, and the dotcom mania, his words carry weight that mainstream analysts simply cannot match. When he speaks about the true state of inflation, the safety of American gold, and the future of money itself, smart money listens closely. THE LEGENDARY TRACK RECORD ➡️ Marc Faber has more than five decades of stock market experience under his belt. ➡️ He not only witnessed but also predicted the October 1987 crash, the Japan bubble collapse in 1990, and the dotcom bubble burst in 2000. ➡️ As editor of the legendary Gloom Boom Doom Report, he continues to deliver unvarnished analysis to subscribers around the world. THE INFLATION REALITY CHECK ➡️ Official statistics claim inflation runs at just 2 to 3 percent in the United States and Europe. ➡️ Faber cites rigorous calculations from Shadowstats showing actual consumer cost increases closer to 10.5 percent per year. ➡️ These hidden costs include insurance, housing, education, and automobiles that far outpace the manipulated official numbers. THE FORT KNOX GOLD DOUBT ➡️ Faber harbors serious doubts that America's gold reserves remain safely stored in Fort Knox. ➡️ He wonders aloud whether past officials or presidents may have removed the gold without anyone noticing. ➡️ "Tell me, what is the word of an American worth?" he asks pointedly, referencing broken promises from Vietnam to questionable election results involving mail-in ballots. THE RISING YIELDS AND LONG-TERM CYCLE ➡️ After four decades of falling interest rates from 1981 to 2020, a new rising trend has begun. ➡️ Faber expects this upcycle to last until around 2040 or 2045 and possibly exceed the 15 percent peaks seen in 1981. ➡️ Higher borrowing costs will feed directly into business expenses and ultimately higher prices for consumers. THE BRICS AND THE UNIT ➡️ BRICS nations have launched a pilot gold-backed trading currency called The Unit to reduce reliance on the dollar. ➡️ This move follows repeated US seizures of foreign currency reserves held in America. ➡️ Faber advises central banks to pull their physical gold out of US custody because its very existence there remains unverified. THE AI WINNERS AND LOSERS ➡️ Massive technological shifts driven by artificial intelligence will cause most companies to go bankrupt. ➡️ A select few survivors will make enormous amounts of money in the process. ➡️ Asia enjoys a structural advantage because it lacks the green activists and heavy socialist interventions that stifle growth in Europe. THE CASH RECOMMENDATION ➡️ Faber strongly advises to diversify and avoid taking huge risks in the current climate. ➡️ Almost everyone is rushing into stocks, real estate, and collectibles, leaving cash with low returns and unloved by the crowd. ➡️ This very fact makes cash potentially interesting right now, precisely because nobody wants it. ➡️ When the risk-off moment arrives, cash becomes king, exactly as Warren Buffett has long described. THE BOTTOM LINE Marc Faber entered this interview with the same directness that has defined his five-decade career. He sees a world of eroding trust, hidden inflation, and dangerous policy interventions, yet he offers a clear path forward through diversification and a fresh look at cash that nobody else seems to want right now. Cash is king when everyone else is chasing the next bubble. HT: YouTube Kettner-Edelmetalle (Gold & Silber) #MarcFaber #GloomBoomDoom #RealInflation #FortKnoxGold #BRICS #InterestRateCycle #CashIsKing

Mark

28,372 Aufrufe • vor 4 Monaten

BREAKING: Michael Burry just compared Nvidia to the company that lost 90% of its value in the dot-com crash and took 25 years to recover. "I stand by my analysis. I am not claiming Nvidia is Enron. It is clearly Cisco." Here's the most recent warning from the investor who called the 2008 crash: Michael Burry built his reputation on one trade. He saw the housing market collapse before anyone else and bet against it. "The Big Short" made him famous. Now he's looking at Nvidia. And he says it looks like Cisco in March 2000. That comparison is not a casual insult. Cisco was the most valuable company in the world at the peak of the dot-com bubble. Its valuation crossed $500 billion. Then the bubble burst. The stock fell roughly 90% from its 2000 peak. Its market cap collapsed to about $60 billion by 2002. And it took roughly 25 years for the stock to climb back to where it started. An entire generation of investors waited a quarter century just to break even. That is the company Burry is comparing Nvidia to. Now here is the number that triggered the warning. In Nvidia's fiscal 2026 results, the company disclosed its purchase obligations. These are the commitments Nvidia makes to its suppliers to lock in future manufacturing capacity. A year ago, that figure sat at $16.1 billion. This year it jumped to $95.2 billion. Total supply obligations now sit at roughly $117 billion. Nvidia is committing $117 billion to build capacity for demand that has not arrived yet. Burry's argument is simple. A company does not lock in $117 billion in supplier commitments unless it is betting the demand keeps climbing. If that demand slows even slightly, Nvidia is holding billions in obligations it cannot unwind. And that is exactly what happened to Cisco. Cisco overcommitted to supplier capacity expecting roughly 50% annual growth. Then tech spending slowed. The inventory piled up. The stock cratered. Burry is not calling Nvidia a fraud. He is not saying it is the next Enron. He is saying it could be the market's Cisco. The single stock that becomes the symbol of an AI spending unwind that drags everything down with it. And the dot-com comparison carries weight because of what happened to the broader market. When that bubble burst, the Nasdaq 100 fell 77%. The S&P 500 dropped 49%. It was not just one stock. It was the whole market. Now here is the other side of the argument. Nvidia's supporters say the Cisco comparison is too simple. Because Cisco was riding hype. Nvidia is riding actual revenue. Nvidia reported fiscal 2026 revenue of $215.9 billion, up 65% year over year. Data center revenue alone hit roughly $193.7 billion, up 68%. Record quarterly data center revenue of $62.3 billion in the fourth quarter, up 75%. These are not promises. These are realized sales, booked and collected. The bulls argue that pricing power and margins this strong do not exist inside a pure bubble. In their view, Burry is warning about a future slowdown that has not shown up in a single quarterly report. So the debate splits into two clean halves. The bears say the $117 billion in commitments makes Nvidia dangerously sensitive to any demand slowdown. The bulls say the revenue is real, the growth is accelerating, and the buildout is justified by the orders already on the books. Both sides are looking at the same company. Both sides are looking at the same numbers. They just disagree on what those numbers mean. And there is a second force pulling at this market that has nothing to do with Nvidia's earnings. A wave of mega-IPOs is reportedly coming. SpaceX. OpenAI. Anthropic. Some estimates suggest the market may need to absorb close to $200 billion in fresh equity supply. That creates a quieter question underneath the Burry debate. Even if AI demand stays strong, capital is finite. When the next wave of private giants goes public, money has to come from somewhere. And the easiest place to pull it from is the stock that already tripled. The real test is not whether Burry is right or wrong today. It is whether demand growth, margins, and contract utilization keep matching the $117 billion that Nvidia and its entire ecosystem are committing right now. If the demand keeps climbing, the commitments look like foresight. If it stalls, they look like Cisco. The man who saw the last crash before anyone else just put a name on the risk. A company that was once worth over $500 billion, then lost 90%, then made its investors wait 25 years to get back to even. The numbers say Nvidia is booking record revenue. The same numbers say Nvidia is committing $117 billion to a future nobody can see. One of those facts ages well. The other one is the entire question.

Insider Trackers

285,477 Aufrufe • vor 4 Monaten

WyT PiPo DoN SeAsON DeY YoUtH SpOrTs. Lovely song option, by the way. Song: ‘Who Want Smoke?’ Artist: Nardo Wick (Feat Lil Durk and 21 savage) A song that glorifies how they kill each other, ‘blow niggas,’ and ‘fuck each other’s bitch.’ Lyrics: Who want smoke with me? I'm tryna fuck a nigga lungs up They be like, "Nardo, put them damn guns up" Fuck that, say, "Big brother, bring them guns out" When it's smoke, we get to spinnin' while the sun out I ain't never lackin', I pump gas with my gun out Scream out, "What's happenin'?" Then get to bussin' 'til it run out All these niggas hidin', I'm likе where they at? It ain't no fun now 7.62s big as hеll'll knock a nigga lungs out One, two, three, four (Kick your door, get on the floor) Five, six, seven, eight (Don't make no noise, I'll eat your face) Nine, ten, eleven, we ain't gon' say that number, we don't fuck with jakes I'ma kill fourteen niggas if thirteen bitch niggas play I think my Draco might be gay (Why?), 'cause he blow niggas I just got a brand new Lolli, that's a four-nickel Call me Nardo yes-man, I don't know niggas You can send your best man, you gon' lose your best hitter [Refrain: Nardo Wick & Lil Durk] What the fuck is that? What the fuck is that? That's how I step on niggas (How I step on these bitch-ass niggas, yeah, man, what?) [Verse 2: Lil Durk] They be on my page like, "Slide for Von," I know they trollin' me (Cap) Outside with y'all big homie, be on, I keep them folks with me (Bop) Got it back in blood, y'all just don't know, that's how it 'posed to be (Shh) Called him for a feature just to kill him 'cause we know he sweet (Grrah, grrah) Uh, uh-uh-uh-uh-uh, who the fuck is that? Bro, go check the door, look out the window, don't forget the strap (Let's get it) I be on they ass when I see opps, I do forget I rap (I do) I be on this shit wherever I'm at, I learned that from the 'Raq He gon' drink whatever a nigga sell him just to say he high They be like, "He wasn't even with that shit," whenever a nigga die (He gone) Emergency room gon' always lie to y'all whenever a nigga die (True) Sayin' a nigga stable as they check, just to keep y'all quiet (Let's get it) Bronem stomp his ass Better do what Nardo said, 'cause niggas die for pumpin' gas (Boom) Why you act like that shit so exclusive? Bitch, that's public ass (Public ass) Can't no nigga we don't fuck with come around, we stomp his ass Nardo voice, creep up out that cut, we like shh, shh Nardo voice, catch him before he run, that gun go shh, shh (Grrah) Ayy, who you killed? Steady talkin' like you did a drill (Gang) We gon' kill you sober, who done told you that I need a pill? Gang [Verse 3: 21 Savage] Real-deal stepper, put my toe on that boy You Mickey Mouse, bitch, you went and told on that boy All my guns come with a switch 'cause I'm fuckin' rich I don't type no tweets or throw no fists, get shot in your shit Old niggas steady tryna diss, fuck up off my dick Caught him leaving bingo with his bitch and we sent a blitz Nardo tryna fight me 'bout the stick, it's his turn to blick I can't even roll my opps in shit, pussies don't exist One, two, three, four niggas mad I fucked they ho Five, six, seven, eight pussies that got hit with this K Nine, ten, eleven, twelve, don't got L's, they gotta chase Thirteen, fourteen, fifteen, sixteen hollow tips, they hit his face THIS CULTURE IS BEYOND REPAIR. 🍌
1:30

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WyT PiPo DoN SeAsON DeY YoUtH SpOrTs. Lovely song option, by the way. Song: ‘Who Want Smoke?’ Artist: Nardo Wick (Feat Lil Durk and 21 savage) A song that glorifies how they kill each other, ‘blow niggas,’ and ‘fuck each other’s bitch.’ Lyrics: Who want smoke with me? I'm tryna fuck a nigga lungs up They be like, "Nardo, put them damn guns up" Fuck that, say, "Big brother, bring them guns out" When it's smoke, we get to spinnin' while the sun out I ain't never lackin', I pump gas with my gun out Scream out, "What's happenin'?" Then get to bussin' 'til it run out All these niggas hidin', I'm likе where they at? It ain't no fun now 7.62s big as hеll'll knock a nigga lungs out One, two, three, four (Kick your door, get on the floor) Five, six, seven, eight (Don't make no noise, I'll eat your face) Nine, ten, eleven, we ain't gon' say that number, we don't fuck with jakes I'ma kill fourteen niggas if thirteen bitch niggas play I think my Draco might be gay (Why?), 'cause he blow niggas I just got a brand new Lolli, that's a four-nickel Call me Nardo yes-man, I don't know niggas You can send your best man, you gon' lose your best hitter [Refrain: Nardo Wick & Lil Durk] What the fuck is that? What the fuck is that? That's how I step on niggas (How I step on these bitch-ass niggas, yeah, man, what?) [Verse 2: Lil Durk] They be on my page like, "Slide for Von," I know they trollin' me (Cap) Outside with y'all big homie, be on, I keep them folks with me (Bop) Got it back in blood, y'all just don't know, that's how it 'posed to be (Shh) Called him for a feature just to kill him 'cause we know he sweet (Grrah, grrah) Uh, uh-uh-uh-uh-uh, who the fuck is that? Bro, go check the door, look out the window, don't forget the strap (Let's get it) I be on they ass when I see opps, I do forget I rap (I do) I be on this shit wherever I'm at, I learned that from the 'Raq He gon' drink whatever a nigga sell him just to say he high They be like, "He wasn't even with that shit," whenever a nigga die (He gone) Emergency room gon' always lie to y'all whenever a nigga die (True) Sayin' a nigga stable as they check, just to keep y'all quiet (Let's get it) Bronem stomp his ass Better do what Nardo said, 'cause niggas die for pumpin' gas (Boom) Why you act like that shit so exclusive? Bitch, that's public ass (Public ass) Can't no nigga we don't fuck with come around, we stomp his ass Nardo voice, creep up out that cut, we like shh, shh Nardo voice, catch him before he run, that gun go shh, shh (Grrah) Ayy, who you killed? Steady talkin' like you did a drill (Gang) We gon' kill you sober, who done told you that I need a pill? Gang [Verse 3: 21 Savage] Real-deal stepper, put my toe on that boy You Mickey Mouse, bitch, you went and told on that boy All my guns come with a switch 'cause I'm fuckin' rich I don't type no tweets or throw no fists, get shot in your shit Old niggas steady tryna diss, fuck up off my dick Caught him leaving bingo with his bitch and we sent a blitz Nardo tryna fight me 'bout the stick, it's his turn to blick I can't even roll my opps in shit, pussies don't exist One, two, three, four niggas mad I fucked they ho Five, six, seven, eight pussies that got hit with this K Nine, ten, eleven, twelve, don't got L's, they gotta chase Thirteen, fourteen, fifteen, sixteen hollow tips, they hit his face THIS CULTURE IS BEYOND REPAIR. 🍌

Amiri King

86,645 Aufrufe • vor 11 Tagen

**Breaking** 1952 UFO Footage Release By The Pentagon 🇺🇸🛸👽 DOW-UAP-PR159, Historical Film of Reported UFOs, Utah, 1952 Delbert C. Newhouse, U.S. Navy photographer: “There was a group of about ten or twelve objects that bore no relation to anything I had seen before.” On 2 July 1952, Newhouse and his wife stopped seven miles north of Tremonton, Utah. He filmed the objects with a 16mm Bell & Howell camera and a 3-inch telephoto lens. Up close they looked “shaped like two saucers, one inverted on the other” and gunmetal colored, milling in a rough formation heading west. One object broke away and reversed course. The Navy Photo Interpretation Laboratory spent about 1,000 man-hours on the film. Analysts said the objects were not aircraft, birds, or balloons and appeared self-luminous rather than reflecting sunlight. The Air Force studied it for months. The 1953 Robertson Panel reviewed it and did not close the case. This is the official historical film of that sighting, now released as unresolved government footage. Watch the objects move and decide what the record actually shows. This archival footage is a digitization of a 16mm print of Kodachrome color motion-picture film shot on a handheld Bell & Howell Auto Master camera near Tremonton, Utah, on July 2, 1952. U.S. Navy Chief Warrant Officer Delbert C. Newhouse reported observing and filming a group of bright airborne objects and shortly thereafter submitted the footage to the U.S. Air Force. The film later became one of the visual cases reviewed by Project Blue Book, the 1952–1969 U.S. Air Force program that investigated the nature and origin of unidentified flying objects (UFOs). The film’s limited detail and lack of fixed reference points prevented a conclusive resolution. From the 55-second mark onward, the film transitions to unrelated footage appearing to show a demonstration of sewing equipment. The presence of unrelated sewing-equipment footage suggests that the surviving footage may be a composite or reused print, though the available record does not establish how or when the materials came to be combined. As documented in records submitted with the film, contained in this collection under the title DOW-UAP-D102, the footage originally was paired with mountain scenery from Idaho, which is not preserved in this digitization.

Interstellar

48,000 Aufrufe • vor 21 Tagen

I read a lot of Peter Lynch. Met him once. The one rule I carry into tech investing is the most boring one he ever wrote, know what you own, down to the physics if the position demands it. For me that has meant living inside NVIDIA's stack for years, and pulling apart the alternatives next to it, Trainium, the TPU, every serious accelerator someone is willing to tape out against Jensen. I was also an early investor in Mellanox, the networking company NVIDIA bought to own the switched fabric the entire scale up era now runs on. So when the conversation turns to networking as the real moat, this is not theory to me. It is a position I watched become the thesis. You do not understand what you own until you understand what could take it. Gavin Baker at The Sohn Idea Contest just gave the most physically grounded read on AI infrastructure I have heard this cycle, and it is a Lynch lesson in disguise. The reframe that matters: The last terrestrial mega data center may already be on someone's drawing board. Everything else follows from two constraints, watts and wafers, and Gavin walks both down to first principles. That is the work. Most people are pricing the narrative. Lynch would have asked what the thing actually is. 1. TSMC is the global rate limiter Jensen reportedly visits every quarter asking to double or triple leading edge capacity. TSMC expands at roughly 5 percent. A handful of disciplined operators in Taiwan are the physical governor on the entire AI buildout. This is the part the bubble crowd misses. The constraint is not demand and it is not capital. It is one fab's deliberate refusal to overbuild. That stretches the cycle longer and smoother instead of bubble and bust. It reads like the mid 1990s capacity cycle, not a standard 25 year memory peak where a 60 to 70 percent price spike would be your signal to cut the weed and walk. I have held NVIDIA since 2016 for exactly this reason. Owning it meant understanding it. The thesis was never the chip. It was the chokepoint. 2. The most underestimated silicon is Trainium Consensus is still pricing a one horse race. Gavin's sharpest non NVIDIA call is AWS Trainium, specifically Trainium 3 ramping in the back half of 2026. Here is the part that took me a while to internalize from studying these architectures side by side. As frontier models go fully Mixture of Experts, inference stops being a matmul problem and becomes a networking problem. You need a switched scale up fabric, not just fast chips. Today two organizations on earth have a working one. NVIDIA and Amazon. NVIDIA's came from Mellanox, which is the whole reason I sized that position the way I did years ago, the bet was always that networking would decide this, not raw flops. The TPU is formidable in its own lane, but the scale up fabric is the moat people are not modeling, and it is why I track every accelerator, not just the one I own. 3. The neocloud moat is operational, not arbitrage The lazy take is that CoreWeave and Crusoe are just renting hyperscaler slack. Gavin's counter is that running dense GPU clusters is like driving an F1 car. Looks easy until you try it. Top tier neoclouds run 2 to 3x the hardware utilization per hour of lower tier providers. That is an execution and inventory moat, and it compounds. 4. The structural short nobody is pricing Watts and wafers eventually force the buildout off the planet. Gavin expects orbital data infrastructure to prove technical and economic viability within roughly two years and take meaningful share by the end of the decade. Space solves power with unattenuated solar and solves cooling with massive radiators in the satellite's own shadow. Dense single rack nodes stitched together with lasers into a virtual hyperscale cluster in orbit. The unpriced risk is everything that over expanded to serve a terrestrial buildout. Cooling, power, industrial equipment names sized for a curve that may bend down within seven years. The whole interview is a lesson in pattern recognition over narrative. Lynch built a career on retail investors knowing their companies better than Wall Street did. The same edge exists in AI infrastructure right now, it just requires you to understand watts and wafers instead of same store sales. If you are not modeling the physical boundaries of the stack through the lens of history, you are not underwriting the position. You are following it.

Ben Pouladian

93,581 Aufrufe • vor 4 Monaten

🎙️ The Sujal Show Ep. 7: Davinci Jeremie - The Man Who Told You to Buy Bitcoin at $1 Davinci, the legend behind the 2013 “buy $1 of Bitcoin” video, warned the dollar collapse has 1–5 years left, said Trump is manipulating crypto, called $XRP a scam and revealed who is behind the Oct 10 crash. We Discussed on The Sujal Show: - Why he tried to prove Bitcoin was a scam & what he found instead - How banks make you a slave - How whales manipulate dips to grab your crypto - What bankers told him off-camera about XRP - Why gold became part of Indian🇮🇳 religion - Is Comex manipulating Silver prices? - How the "4-year cycle" is used against retail - 2030 price predictions for $BTC & $ETH - Timeline for the dollar collapse - How Trump crashed Bitcoin by $10K - 2011 YT message that changed his life - Altcoins that might pump (Sol, Sui & ..) & why he’s cautious - Dirty secret of how governments manipulate crypto prices - Altcoin that could destroy lives - The 5-year rule that made him successful Timestamps: 00:00 Intro 01:31 Who were you before Bitcoin? The untold story 04:52 The turning point 06:46 Explaining Bitcoin to a 10-year-old 14:29 How market manipulation actually works 16:20 What happens behind closed doors in crypto 17:43 How governments manipulate without touching price 20:00 Hidden powerful players in crypto 21:02 Biggest liquidation event: What really happened? 29:57 Can the dollar go to zero? 31:16 Why Bitcoin could replace global currencies 34:50 Recession fears, AI bubble & global uncertainty 43:45 Is it still early to buy Bitcoin? 45:08 Surviving bear markets (real advice) 48:23 3 crypto opportunities 50:05 $XRP: Good investment or not? 51:48 Price predictions (BTC, ETH & more) 54:48 Final message He was right about Bitcoin at $1. See what he's right about now. Full episode 👇

Sujal Jethwani ✈️ Token2049🇸🇬

18,735 Aufrufe • vor 6 Monaten

Paranoid man mocked for hunting a spy device in his home. No one believed the government could plant bugs in people’s apartments. A month later, his device found a bug in every mocker’s house. He started selling it and made $255k as everyone rushed to check their own homes. Here's how he made this technology using only Claude: The device is called an RF bug detector. Hidden cameras, microphones, and GPS trackers all leak radio signals when they transmit. This scanner picks up those signals and shows you exactly where they are coming from. The whole build costs around $25 in parts and runs on a small rechargeable battery. You need 4 things. - ESP32 development board - AD8317 RF detector module (the part that senses the signal) - A small OLED screen - A LiPo battery and charging board 1. Wire the AD8317 module to the ESP32 analog input, then connect the OLED screen to the I2C pins, which takes about ten minutes on a breadboard. 2. Plug the ESP32 into your computer with a USB cable. 3. Open Claude Code and paste this prompt: { Write me ESP32 firmware for an RF bug detector. Hardware: - AD8317 logarithmic RF detector on analog pin 34 - SSD1306 OLED screen on I2C pins 21 and 22 - LiPo battery powered Requirements: 1. Read the AD8317 voltage 20 times per second. 2. Convert the voltage into a signal strength value in dBm. 3. Show a live bar graph on the OLED that rises as signal gets stronger. 4. Play a beep through a buzzer on pin 25 that speeds up as the signal increases, so I can sweep a room and home in on the source. 5. Add a calibration button on pin 4 that sets the current room level as the baseline, so only stronger signals trigger alerts. Output one complete Arduino sketch with comments so I can tune the sensitivity. } 4. Flash the firmware to the ESP32 straight from the Arduino IDE. 5. Walk slowly around any room holding the device, and watch the bar graph climb as you get closer to a hidden transmitter. 6. Once it works, drop the whole thing into a 3D-printed handheld case so it looks like a finished product. The man in the hook sweeps a room in under two minutes. The beep speeds up as he gets closer, so he can pinpoint a bug hidden inside a smoke detector, a plug, or a lamp. His parts cost around $25 per unit. He sells the finished detector for $129 to renters, travelers, and Airbnb guests who want to check their space. The market is everyone who ever walked into a hotel room and wondered if someone was watching.

Coin Shot ☁️

67,031 Aufrufe • vor 4 Monaten

In the legendary excerpt "I Coulda Been a Contender" from the film On the Waterfront (1954), the best, most meaningful detail and the one that reaches the highest peak is: The action of Terry Malloy (Marlon Brando) gently pushing aside the barrel of the gun of his older brother Charley (Rod Steiger) with his hand, accompanied by a disappointed but compassionate look. 1. The victory of Heavenly Nature (Divinity) over worldly violence In this scene, the older brother Charley, under pressure from the mafia boss, had to draw his gun to threaten and force Terry to continue betraying his conscience. The usual reaction in a modern action movie would be a violent struggle or fear. Terry’s action of gently and slowly pushing aside the gun barrel expresses a spiritual strength that is completely superior to hot weapons. Viewers see this hand movement as the moment when Heavenly Nature (the original goodness of man bestowed by God) subdues Demonic Nature (violence, ambition, and cruelty). Terry does not look at the gun barrel; he looks straight into his brother’s eyes. That gaze is like a revelation, awakening the morality and deep brotherly love that had been obscured by fame and profit in Charley. It was this calm hand movement that made the hardened gangster Charley lower his gun and later accept sacrificing his own life to protect his younger brother. 2. The repentant cry of a soul realizing “The collapse of morality” Right after the hand movement, Terry utters the classic line explaining that he could have had a great future (a contender), instead of being a nobody (a bum) as he is now because of his brother’s arrangement. The ancients did not understand this saying in the narrow sense of regretting a worldly boxing title. They hear in that dialogue the repentant cry of a soul that suddenly realizes it has let itself go, compromised with evil, and lost the dignity of life. In God-transmitted culture, God created man with a noble destiny and integrity; Terry’s act of looking straight at the reality that he is living as a “nobody” in terms of morality is the first step of self-awareness and repentance. 3. Handcrafted cinematic style — Respect for natural order This detail takes place in the narrow, dark space of a taxi, with strong contrasting chiaroscuro lighting on black-and-white film, without any special effects or stimulating music intruding. The stillness and absolute focus on the inner life of the characters in this scene reflect classical thinking: true art does not need artificial external elements to create emotion. Everything happens in accordance with the natural order of psychology and morality. The artists (Marlon Brando and Rod Steiger) perform with selflessness, complete transformation to convey an eternal message about human affection. This “pushing aside the gun barrel” detail is a powerful testament showing that: The conscience and love of man — the illuminating light from Heaven — always has a much greater power to transform than any tyrannical force on earth. 🎞️On The Waterfront | "I Coulda Been A Contender" | CineStream

🎼🌺Music Love♥️

14,581 Aufrufe • vor 3 Monaten

Israeli Art: The 9/11 World Ending Ritual /🧵 The 9/11 event that struck the amazing city of Manhattan, NYC, changed the world in a very negative way, and is such a deep rooted inception that it has affected your life more than even the COVID-19 event. Yet, so many people are not familiar with the architecture of this terroristic art piece. You see, 9/11 was part terror, part specials and part intrigue, but all these parts came together to form one piece of art for those privy to what was really going on. In the memories of the majority of people witnessing the horror of 9/11, besides the alleged hijackings and crashes, were two distinct moments: (A) The people jumping out of the two towers, ending up splattered on the floor. (B) The moment the two tower inexplicably collapsed and disappeared into dust. Back in 2001, These moments were surreal. Like a magic trick where someone is sawed in half but gut wrenchingly horrifying because people died in the process. Much has been argued about these events' physics, such as the real temperature on the floors (and people peering out of the tower seemingly unharmed), or the mechanism of the collapse of the towers. Yet no one considered that these moments, intended to be planted in your mind, were chosen with great artistic deliberation which reveals the true ritualistic intent behind the entire event. Every single detail was taken into account, even the date of the terrorist attack. Israel Art Students By now the Israeli involvement in 9/11 is largely accepted by the world. Yet what isn't appreciated by most is the true depth of that involvement. Between 2000 and 2002, according to Fox News reporter Carl Cameron, the US was inundated with "Israeli art students", often posing as other nationalities*. Most famously, they were given residency in both of the world trade centre towers. One group called E-Team, the other Gelatin, both of which allude to explosives of some sort. One famous group was attached to a company called Urban Moving Systems, who had a mural of the 9/11 event on their van while it was taking place. After their arrest one of the employees involved in this cut out told the FBI that the Israelis were extremely anti-American and bragged: "Give us twenty (20) years and we’ll take over your media and destroy your country" Indeed, in ~20 years time the COVID-19 PSYOP began. Yet, the Urban Moving Systems group are a distraction compared to the other two, lesser known groups. E-Team was largely secretive but we will see very shortly that their involvement in orchestration of the event was undeniable. Gelatin, however, were so proud of their involvement that they even published a book about it. We will study this book in this thread as it revealed the methods, the intent and even the artistic techniques used to bring a ritual to change the world for the worse. It came in the form of two Tarot cards revealed on 9/11: The Tower and The Hanging Man These cards were not random choices. In demonic divination, the tower tarot card represents a sudden unexpected and dramatic change that destroys shaky foundations. The hanging man usually represents surrendering to the flow of the world, and gaining a new perspective in it -- an allusion to Odin. Yet when combined with the tower, the individual card represents something else: sacrificing yourself entirely to make a larger later. The combination of the two cards is the most dramatic and power "one-way" combination in Tarot divination, representing a profound, sudden shattering of old structures followed by an essential period of surrender, and a complete shift in perspective. Which is precisely what happened on and after 9/11. But there is also a hint, in the meaning of the hanging man -- the hanging man is never truly in danger. Odin allowed himself to be hung upside down in order to gain a new perspective (literally, upside down), only up to the point where he was about to die, but no more. He came out of it unharmed, much as Jesus came out of his crucifixion resurrected from death. Let's make four important observations, before moving on to the book by Gelatin. 1. The rapidly falling man on 9/11, somehow caught with perfect focus (😂) without his clothes flying everywhere, for some reason, decided to fold his leg in precisely the manner of the Hanging Man Tarot card. Pause for a minute to appreciate how difficult it would be to capture this short with smoke everywhere. 2. The South Tower collapsed just like the Tower Tarot card, which even depicted people falling out, the smoke and so on. It even tilted at the top, like the crown, before disappearing. 3. The two world trade centres were not identical. The north tower had a very large antenna. The south tower did not. After both were brought down, a blue light fixture and a pool replaced them, and then instead of building both back, a single tower which combined the two was constructed. Eventually the two are intertwined by the "One World Trade Centre". Why? 4. The day 9/11 has a special meaning, linked to the construction of the towers themselves. The number 9-1-1 was chosen as the police emergency number on January 1968. And on August 6th the same year, the construction of the WTC1 tower began. Why 9/11? There are two reasons, one historical, another artistic. We'll get into them at the end of the thread. We will start by deconstructing the first two with the help of Gelatin's book celebrating the "art pieces". The next two observations, will bring it and everything that happened after 9/11, all together. /1 * In the case of "Gelatin", Austrian.

Korobochka (コロボ) 🇦🇺✝️🇷🇺

331,027 Aufrufe • vor 28 Tagen

POWER GHOST SEASON 4 EPISODE 7 🍿 - Diana & Tariq piss me OFF so bad because why are we having family therapy sessions and debriefing in a police officer house yall just killed . Yall touching stuff with no gloves & tucking in kids . F THEM KIDS LMFAOOO . - they was in Felicia house like it was a “bye Felicia” kickback 😭 for at least 2 hours before Dru & Carter came - Carter really wants sympathy for Felicia dying but has little to no sympathy about Diana baby dying like huh??? - I hope Dru has a plan and he not just being stupid , you just never know with him . - I felt so bad for Keyon in jail. He already in there being touched and Dru kept talking to him, like stop talking to me 😭 - Tariq gave Carter the “Ghost look. It’s over for him. Everybody else might be scared of Smokie Robinson, but Tariq gonna SMOKE that man - Tate came back on bunk for his brother Tater Tot , but Carter is a liar and I’m so tired of him talking about his irrelevant and unknown wife . We don’t care about that lady . - Tate & Nico both know Carter lying lmao - That whole house scene with Brayden Effie & Cane had me in tears . I don’t care if my husband was Jesus Christ and he was healing the sick , yall are NOT coming in my house 😭 - Cane love to play dress up for Effie 😂 Officer Ramirez being the name is crazy . - Brayden’s storyline sucks this season . We thought you was giving Tommy Egan & it’s giving Tommy Pickles from Rugrats - An Effie “mom” storyline w/ 3 episodes left is BOO 🍅🍅 we don’t even have time . - Cane marrying Noma is crazy 😭 he hated that “employee” word & knowing Davis hit . - Noma been getting MEAT 🍆 this season . Old and young . We are Farmers DUN DUNDUNDUN 😭 - Tasha telling Tariq the new baby was “hope” for a new life when Ghost was trying to give them that and she wouldn’t let him is CRAZY & Tariq need to put some respect on Ghost name . - Yaz big as.f now . She need to play volleyball lmao - Diana tryna blame Tariq like he sent Felicia to kick her like a Super Bowl football is INSANE - it’s way too many storylines for 3 episodes left . I’m confused fr #powerghost #PowerBook2

3/12 🎈

316,014 Aufrufe • vor 2 Jahren

🚨 SHOCKING: A Serving Indian Army Colonel Brutally Beaten by Punjab Police Inspectors in Patiala🚨 Colonel Pushpinder Batth & his son Angad were allegedly brutally assaulted by 3 Punjab Police SHOs-Harjinder Dhillon, Harry Boparai, & Rauni Singh in Patiala over a parking dispute near Rajindra Hospital, Patiala. The Inspectors, allegedly returning from a police encounter, abused & attacked the Colonel & his son with rods & sharp weapons as per his wife. 🔴 Colonel Batth’s arm was broken. 🔴 His son suffered deep head wounds requiring stitches. 🔴 Both were hospitalized at 2:00 AM on March 14. Despite the severity of the attack, the Bhagwant Mann govt has taken no real action! Instead of arresting the accused, an FIR was registered against unknown persons, shielding the guilty. Wife Jaswinder Batth reveals: ⚠️ The accused boasted about killing someone in an encounter & claimed they could do anything. ⚠️ The police delayed recording statements & later pressured her to forgive the accused...they even recorded a forced apology video! ⚠️ The family now fears for their lives as the same officers remain posted in Patiala, protected by senior police officials. 📢 WHERE IS JUSTICE? If a serving Army Colonel is not safe, what about ordinary citizens? Is this the Punjab that claims to be safe & secure? CM Bhagwant Mann must order an independent inquiry & take strict action against the accused officers! Punjab Police cannot become a lawless force. Statement, Complaint , videos , Photos released by of wife colonel are attached. 🔄 RT to demand justice! (1/n) #JusticeForColonelBatth #Punjab Brigadier Hardeep Singh Sohi,Shaurya Chakra (R) Man Aman Singh Chhina KJS DHILLON🇮🇳 Amarinder Singh Raja Warring Brig MPS Bajwa (R) Partap Singh Bajwa Mandeep Singh Bajwa Sanket Upadhyay NORTHERN COMMAND - INDIAN ARMY Chinar Corps🍁 - Indian Army Army Training Command, Indian Army Indian Armed Forces Chitra Tripathi Western Command - Indian Army Major Pawan Kumar, Shaurya Chakra (Retd) 🇮🇳 Major Gaurav Arya (Retd)

Manik Goyal

173,199 Aufrufe • vor 1 Jahr