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Fat Pikachu with football jersey

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2,109,182 次观看 • 10 个月前 •via X (Twitter)

旅游艺术教育

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Multiple Russian FVP drones have targeted a Ukrainian administration building in Zaporozhye. The damage is minimal and it’s not clear what the objective of the strikes are.

Multiple Russian FVP drones have targeted a Ukrainian administration building in Zaporozhye. The damage is minimal and it’s not clear what the objective of the strikes are.

ayden

14,807 次观看 • 3 个月前

Every curve a signature, every detail a deliberate act of elegance. The new Mercedes-Maybach GLS has been refined with one clear objective: to convey even greater status and presence through precision and design quality.

Every curve a signature, every detail a deliberate act of elegance. The new Mercedes-Maybach GLS has been refined with one clear objective: to convey even greater status and presence through precision and design quality.

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Servicemembers are dying in Trump’s failed Iran war with no clear objective, no strategy, and no endgame—while he spends the weekend unveiling a gold bust of himself at Mar-a-Lago. That’s not leadership. It’s obscene.

Servicemembers are dying in Trump’s failed Iran war with no clear objective, no strategy, and no endgame—while he spends the weekend unveiling a gold bust of himself at Mar-a-Lago. That’s not leadership. It’s obscene.

P a u l ◉

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Saam, ex Russian soldier now fighting for Ukraine: In most cases, the task in the Russian army is to die. There is often no concrete objective — take a height, clear an area, or hold a position. Just go forward. 1/

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Tymofiy Mylovanov

158,098 次观看 • 2 个月前

Turkish Foreign Minister Hakan Fidan: At this stage, it is clear that Syria must be kept away from the negative repercussions of the crisis in our region. The intensive diplomatic engagement we have recently carried out with Syria is fundamentally aimed at this objective.

Turkish Foreign Minister Hakan Fidan: At this stage, it is clear that Syria must be kept away from the negative repercussions of the crisis in our region. The intensive diplomatic engagement we have recently carried out with Syria is fundamentally aimed at this objective.

Clash Report

31,373 次观看 • 6 个月前

Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather. A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won't be possible with today's weather conditions. Visibility is forecast to be ideal for a Friday attempt.

Now targeting Friday, July 24 for Starship’s thirteenth flight test, due to weather. A key objective for the flight test is to get clear imagery from the ground of Starship’s heatshield as it flies at a higher dynamic pressure during ascent, which won't be possible with today's weather conditions. Visibility is forecast to be ideal for a Friday attempt.

SpaceX

1,766,323 次观看 • 2 个月前

‼️ Israel released footage of its invading forces demolishing villages in southern Lebanon, as part of it objective, to expand the 8 km “buffer zone.” Netanyahu already admitted the plan: clear out & destroy Lebanese civilian towns. This isn’t security. Watch this evil invasion, occupation, & ethnic cleansing in real time. Pure, arrogant terrorism in broad daylight. The IDF films its own war crimes & posts them proudly like victory reels. CIJ_ICJ United Nations

‼️ Israel released footage of its invading forces demolishing villages in southern Lebanon, as part of it objective, to expand the 8 km “buffer zone.” Netanyahu already admitted the plan: clear out & destroy Lebanese civilian towns. This isn’t security. Watch this evil invasion, occupation, & ethnic cleansing in real time. Pure, arrogant terrorism in broad daylight. The IDF films its own war crimes & posts them proudly like victory reels. CIJ_ICJ United Nations

Hala Jaber

370,820 次观看 • 6 个月前

Israel is striking multiple towns in Lebanon, just hours after the Mechanism meeting, the first to include civilian representatives. The timing is not incidental. It reflects a clear Israeli message: no matter what concessions Beirut makes, the strikes will continue. Each time Lebanon accommodates an Israeli or American demand, the bar is raised further. Israel is not looking for de-escalation; it is pursuing a broader objective, one that extends deep into Lebanon’s political and strategic landscape. With each passing day, the reality becomes harder to ignore. Only the Resistance has the capacity to confront Israel, despite the heavy sacrifices that path demands. In contrast, a strategy based on concessions and gradual retreat is proving far more costly for Lebanon, politically, militarily, and in terms of deterrence.

Israel is striking multiple towns in Lebanon, just hours after the Mechanism meeting, the first to include civilian representatives. The timing is not incidental. It reflects a clear Israeli message: no matter what concessions Beirut makes, the strikes will continue. Each time Lebanon accommodates an Israeli or American demand, the bar is raised further. Israel is not looking for de-escalation; it is pursuing a broader objective, one that extends deep into Lebanon’s political and strategic landscape. With each passing day, the reality becomes harder to ignore. Only the Resistance has the capacity to confront Israel, despite the heavy sacrifices that path demands. In contrast, a strategy based on concessions and gradual retreat is proving far more costly for Lebanon, politically, militarily, and in terms of deterrence.

Ibrahim Majed

51,688 次观看 • 10 个月前

I have been reporting that local cadres are systematically filling voter registration cards using the names of individuals who never appeared to register, and, in some cases, people who do not even exist. According to multiple reports, officials have been instructed to register 1,500 voters per polling station regardless of whether eligible voters actually show up. The plan is then to cast ballots in those names on the eve of the election or on election day itself. The objective is clear: to manufacture the appearance of a massive voter turnout and counter opposition claims that large numbers of citizens have been unable to register because of the ongoing conflicts in Amhara and Oromia. Over the past weeks, I have posted evidence showing cadres filling out registration cards inside their offices. Here is further evidence: stacks of completed registration cards prepared in advance.

I have been reporting that local cadres are systematically filling voter registration cards using the names of individuals who never appeared to register, and, in some cases, people who do not even exist. According to multiple reports, officials have been instructed to register 1,500 voters per polling station regardless of whether eligible voters actually show up. The plan is then to cast ballots in those names on the eve of the election or on election day itself. The objective is clear: to manufacture the appearance of a massive voter turnout and counter opposition claims that large numbers of citizens have been unable to register because of the ongoing conflicts in Amhara and Oromia. Over the past weeks, I have posted evidence showing cadres filling out registration cards inside their offices. Here is further evidence: stacks of completed registration cards prepared in advance.

Jawar Mohammed

42,634 次观看 • 4 个月前

BREAKING:⚠️ MAJOR U.S. SPECIAL FORCES OPERATION NOW UNDERWAY IN SOMALIA Confirmed reports indicate that American special forces have launched a major ground assault against Islamic State – Somalia Province (ISSP) in the Baalade Valley of Puntland. What we know so far: • Intense fighting across the Cal Miskaad mountain range • Approx. 100 U.S. special operators deployed deep into Puntland • Direct strikes on ISSP mountain strongholds • Heavy engagement reported between U.S. forces and ISIS-Somalia fighters This is not a drone strike or advisory role. This is direct U.S. ground combat deep inside one of ISIS’s most entrenched African hideouts. The operational objective appears clear: Break ISSP’s foothold in Puntland and dismantle their mountain sanctuaries. A development to watch closely — because if the U.S. is committing this level of force, something significant is unfolding in the Horn of Africa. Defense Intelligence

BREAKING:⚠️ MAJOR U.S. SPECIAL FORCES OPERATION NOW UNDERWAY IN SOMALIA Confirmed reports indicate that American special forces have launched a major ground assault against Islamic State – Somalia Province (ISSP) in the Baalade Valley of Puntland. What we know so far: • Intense fighting across the Cal Miskaad mountain range • Approx. 100 U.S. special operators deployed deep into Puntland • Direct strikes on ISSP mountain strongholds • Heavy engagement reported between U.S. forces and ISIS-Somalia fighters This is not a drone strike or advisory role. This is direct U.S. ground combat deep inside one of ISIS’s most entrenched African hideouts. The operational objective appears clear: Break ISSP’s foothold in Puntland and dismantle their mountain sanctuaries. A development to watch closely — because if the U.S. is committing this level of force, something significant is unfolding in the Horn of Africa. Defense Intelligence

Jim Ferguson

394,694 次观看 • 10 个月前

Enemies in Keralam. Best friends in all other states. The BJP/NDA has always said Congress and CPM are not two, but one. Randalla Onnanu. In the Keralam Assembly, they accuse each other of having a "secret deal" with the BJP. Yet in rest of the country, they sit comfortably together in the same INDI Alliance. How long do the Congress and CPI (M) think they can insult the intelligence of Malayalees with their fake rivalry? Their objective is not delivering development and welfare for all, but preserving the political status quo that has benefited them for decades in Keralam. Malayalees can now see through this hypocrisy. The historic performance of the BJP/NDA in the Assembly elections marked the beginning of a new political chapter. As I have said before, the next elections in Keralam will be a clear fight between two alliances: the BJP/NDA vs Congress/CPM’s INDI Alliance. #VikasitaKeralam #IthanuMattam #PoliticsOfPerformance

Enemies in Keralam. Best friends in all other states. The BJP/NDA has always said Congress and CPM are not two, but one. Randalla Onnanu. In the Keralam Assembly, they accuse each other of having a "secret deal" with the BJP. Yet in rest of the country, they sit comfortably together in the same INDI Alliance. How long do the Congress and CPI (M) think they can insult the intelligence of Malayalees with their fake rivalry? Their objective is not delivering development and welfare for all, but preserving the political status quo that has benefited them for decades in Keralam. Malayalees can now see through this hypocrisy. The historic performance of the BJP/NDA in the Assembly elections marked the beginning of a new political chapter. As I have said before, the next elections in Keralam will be a clear fight between two alliances: the BJP/NDA vs Congress/CPM’s INDI Alliance. #VikasitaKeralam #IthanuMattam #PoliticsOfPerformance

Rajeev Chandrasekhar 🇮🇳

28,810 次观看 • 4 个月前

🚨 Omar Berrada responds to Michael Carrick’s call for more Manchester United signings. 🎙️ Interviewer: “Omar, Michael Carrick has made it clear that he still wants to strengthen one or two areas before the window closes. Should supporters expect Manchester United to make more moves?” 🗣️ Omar Berrada: “Yes, we understand exactly where Michael is coming from. We know the squad has to keep improving. We don't want to stand still simply because we've already made some good additions. But our approach has to remain disciplined. We're assessing the options available to us and looking for players who genuinely improve the team, not players we bring in just to increase the numbers. Manchester United is a club that has to compete for trophies, so the standard has to be very high. If we find the right player, in the right position, who fits the football we're building, we'll make the move. The objective isn't to make more signings. It's to make the right signings.”

🚨 Omar Berrada responds to Michael Carrick’s call for more Manchester United signings. 🎙️ Interviewer: “Omar, Michael Carrick has made it clear that he still wants to strengthen one or two areas before the window closes. Should supporters expect Manchester United to make more moves?” 🗣️ Omar Berrada: “Yes, we understand exactly where Michael is coming from. We know the squad has to keep improving. We don't want to stand still simply because we've already made some good additions. But our approach has to remain disciplined. We're assessing the options available to us and looking for players who genuinely improve the team, not players we bring in just to increase the numbers. Manchester United is a club that has to compete for trophies, so the standard has to be very high. If we find the right player, in the right position, who fits the football we're building, we'll make the move. The objective isn't to make more signings. It's to make the right signings.”

Ⓜ️🔟

153,953 次观看 • 1 个月前

❗️❗️🇺🇦 #BREAKING Volodymyr Zelenskyy: 📌 “Ukraine has clear ‘red lines’ — first and foremost, these concern its territories and the Zaporizhzhia Nuclear Power Plant. Under no circumstances will Ukraine legally recognize the occupation of its lands.” ➡️ “Any potential decisions on sensitive issues will be made only after consultations with society — through public discussion, a referendum, or legislative changes.” ➡️ “Security guarantees remain the key issue — without them, any compromise is impossible.” ➡️ “Under the current conditions of ongoing attacks and war, it is impossible to hold elections or referendums. Moscow will raise the issue of voting by Ukrainians currently in Russia in order to cast doubt on the legitimacy of elections in Ukraine.” 📌 “Russia has already set itself the task of doing everything possible to ensure that Ukrainians located on Russian territory, as well as in temporarily occupied territories, are able to vote. Why are they doing this? The objective is to ensure that the argument is raised that a large number of people live there and have voting rights, so that Russia can later claim it does not recognize these elections or any referendum.” See the latest updates with us: NSTRIKE

❗️❗️🇺🇦 #BREAKING Volodymyr Zelenskyy: 📌 “Ukraine has clear ‘red lines’ — first and foremost, these concern its territories and the Zaporizhzhia Nuclear Power Plant. Under no circumstances will Ukraine legally recognize the occupation of its lands.” ➡️ “Any potential decisions on sensitive issues will be made only after consultations with society — through public discussion, a referendum, or legislative changes.” ➡️ “Security guarantees remain the key issue — without them, any compromise is impossible.” ➡️ “Under the current conditions of ongoing attacks and war, it is impossible to hold elections or referendums. Moscow will raise the issue of voting by Ukrainians currently in Russia in order to cast doubt on the legitimacy of elections in Ukraine.” 📌 “Russia has already set itself the task of doing everything possible to ensure that Ukrainians located on Russian territory, as well as in temporarily occupied territories, are able to vote. Why are they doing this? The objective is to ensure that the argument is raised that a large number of people live there and have voting rights, so that Russia can later claim it does not recognize these elections or any referendum.” See the latest updates with us: NSTRIKE

NSTRIKE

76,074 次观看 • 9 个月前

This issue transcends politics. Imran Khan’s health cannot be reduced to a single medical report, an isolated reading, or competing claims from different sides. A credible assessment requires his complete medical history, established baseline, medications, ongoing readings, and independent specialist evaluation. It is time to move beyond speculation, secrecy, excuses, and internal disagreements. Denying him immediate, unrestricted, and independent access to his personal physicians and family while serious concerns persist is indefensible. He must be examined thoroughly by doctors he knows and trusts. If those doctors determine that further investigation or treatment is necessary, he should be transferred without delay to a fully equipped, internationally accredited hospital for comprehensive multidisciplinary care. His health must neither be politicized nor turned into a battleground among his own supporters. The objective should remain absolutely clear: unrestricted access, independent medical assessment, transparency, and proper medical care. Nothing should distract from these priorities. The international community cannot continue to look away as Pakistan’s political and institutional crisis deepens. When fundamental rights, human dignity, and potentially a human life are at stake, silence is not neutrality, it is a failure to act. #EnoughIsEnoughFreeKhan #قوم_کا_خیرخواہ_قید_میں_ہے

This issue transcends politics. Imran Khan’s health cannot be reduced to a single medical report, an isolated reading, or competing claims from different sides. A credible assessment requires his complete medical history, established baseline, medications, ongoing readings, and independent specialist evaluation. It is time to move beyond speculation, secrecy, excuses, and internal disagreements. Denying him immediate, unrestricted, and independent access to his personal physicians and family while serious concerns persist is indefensible. He must be examined thoroughly by doctors he knows and trusts. If those doctors determine that further investigation or treatment is necessary, he should be transferred without delay to a fully equipped, internationally accredited hospital for comprehensive multidisciplinary care. His health must neither be politicized nor turned into a battleground among his own supporters. The objective should remain absolutely clear: unrestricted access, independent medical assessment, transparency, and proper medical care. Nothing should distract from these priorities. The international community cannot continue to look away as Pakistan’s political and institutional crisis deepens. When fundamental rights, human dignity, and potentially a human life are at stake, silence is not neutrality, it is a failure to act. #EnoughIsEnoughFreeKhan #قوم_کا_خیرخواہ_قید_میں_ہے

NaziaImtiazHussain

97,097 次观看 • 1 个月前

Militant Scientologist Grant Cardone has jumped on a story spread by a couple of conservative influencers claiming that James Talarico was institutionalized for two weeks in Ohio. Cardone thanks one of the influencers for breaking the story, then adds, “whether it’s true or not.” Whether It’s True or Not! This is Scientology 101, straight out of L. Ron Hubbard’s playbook. Hubbard instructed Scientologists to attack perceived enemies and use what he called “black PR” to destroy their reputations. Whether the information is true is beside the point. The objective is to damage the target’s reputation, and Cardone’s own words make clear that he doesn’t care whether the story is true. From the perspective of Scientology and Scientologists, there is nothing worse than conventional mental health care, especially psychiatry and psychiatrists. And they don’t want psychiatry to be replaced by God or support from one’s community. They want it replaced by expensive and psychologically devastating Scientology courses, training, and auditing. (Talarico and the institution in Ohio strongly deny that he was ever a patient there, and part of the story spread by influencers isn’t even logistically possible.)

Militant Scientologist Grant Cardone has jumped on a story spread by a couple of conservative influencers claiming that James Talarico was institutionalized for two weeks in Ohio. Cardone thanks one of the influencers for breaking the story, then adds, “whether it’s true or not.” Whether It’s True or Not! This is Scientology 101, straight out of L. Ron Hubbard’s playbook. Hubbard instructed Scientologists to attack perceived enemies and use what he called “black PR” to destroy their reputations. Whether the information is true is beside the point. The objective is to damage the target’s reputation, and Cardone’s own words make clear that he doesn’t care whether the story is true. From the perspective of Scientology and Scientologists, there is nothing worse than conventional mental health care, especially psychiatry and psychiatrists. And they don’t want psychiatry to be replaced by God or support from one’s community. They want it replaced by expensive and psychologically devastating Scientology courses, training, and auditing. (Talarico and the institution in Ohio strongly deny that he was ever a patient there, and part of the story spread by influencers isn’t even logistically possible.)

Yashar Ali 🐘

22,379 次观看 • 3 小时前

Kimi K3 + GPT-6 Astra can become something bigger than two agents: a Two-Brain AI Operating System the formula: Two-Brain OS = Research Brain + Execution Brain + Shared State + Router + Tools + Verification not two models doing the same job. two specialized brains connected through one persistent system step 1 -> Kimi K3 becomes the research brain. complex research, source comparison, long-context synthesis and strategic planning happen here. its job is to explore the problem and compress the findings into a clear plan. step 2 -> GPT-6 Astra becomes the execution brain. it receives the plan, writes code, operates tools, creates artifacts and turns decisions into finished work. step 3 -> build a shared state layer. store the objective, evidence, decisions, constraints, failed attempts and next action outside the chat. both brains always know what happened and where the system should continue. step 4 -> add the router. uncertainty and open-ended questions move to Kimi K3. execution, tool use and deterministic tasks move to GPT-6 Astra. every job reaches the brain designed to handle it. step 5 -> create the handoff loop: research -> plan -> execute -> inspect -> update state -> continue. if execution reveals missing information, the task returns to Kimi. if the plan is ready, Astra takes control again. step 6 -> verify before completion. tests, source checks, constraints and explicit success criteria decide whether the result ships or returns to the correct brain with a clear failure signal. that is the difference between using two AI models and building a Two-Brain AI Operating System. Kimi K3 expands the search space. GPT-6 Astra converts it into action. shared state preserves progress, the router controls every handoff, tools execute the work and verification decides when the system is actually finished. one model can generate an answer. two specialized brains connected through memory, routing and verification can run an entire workflow. the full Kimi K3 + GPT-6 Astra Two-Brain OS breakdown is below ↓

Kimi K3 + GPT-6 Astra can become something bigger than two agents: a Two-Brain AI Operating System the formula: Two-Brain OS = Research Brain + Execution Brain + Shared State + Router + Tools + Verification not two models doing the same job. two specialized brains connected through one persistent system step 1 -> Kimi K3 becomes the research brain. complex research, source comparison, long-context synthesis and strategic planning happen here. its job is to explore the problem and compress the findings into a clear plan. step 2 -> GPT-6 Astra becomes the execution brain. it receives the plan, writes code, operates tools, creates artifacts and turns decisions into finished work. step 3 -> build a shared state layer. store the objective, evidence, decisions, constraints, failed attempts and next action outside the chat. both brains always know what happened and where the system should continue. step 4 -> add the router. uncertainty and open-ended questions move to Kimi K3. execution, tool use and deterministic tasks move to GPT-6 Astra. every job reaches the brain designed to handle it. step 5 -> create the handoff loop: research -> plan -> execute -> inspect -> update state -> continue. if execution reveals missing information, the task returns to Kimi. if the plan is ready, Astra takes control again. step 6 -> verify before completion. tests, source checks, constraints and explicit success criteria decide whether the result ships or returns to the correct brain with a clear failure signal. that is the difference between using two AI models and building a Two-Brain AI Operating System. Kimi K3 expands the search space. GPT-6 Astra converts it into action. shared state preserves progress, the router controls every handoff, tools execute the work and verification decides when the system is actually finished. one model can generate an answer. two specialized brains connected through memory, routing and verification can run an entire workflow. the full Kimi K3 + GPT-6 Astra Two-Brain OS breakdown is below ↓

Alex

23,962 次观看 • 29 天前

Alinejad speaks about Ali Zarei, but leaves out a crucial part of his story: his political views and his support for Crown Prince Reza Pahlavi even as he faces a death sentence. Why is this part left out? Because it does not fit her narrative. That is what an “incomplete narrative” looks like. “Woman, Life, Freedom” matters, but the Iranian people did not stop there. Their political demands continued to evolve and expand, moving beyond the narratives that had been presented to the outside world for years. For years, Alinejad told the world that compulsory hijab was the “Berlin Wall” of the Islamic Republic, and that if this wall fell, the Islamic Republic itself would fall with it. Yet we have repeatedly seen the Islamic Republic itself use unveiled women in its programmes and staged propaganda events. The impression still being conveyed to the world is that hijab is the defining issue in Iran, while the Islamic Republic itself, at least for the time being, appears unwilling to enforce it in the way it once did. Dear Mark R. Levin, I know how difficult it can be for those outside Iran to understand Iranian politics and the various currents within the opposition. Over the decades, the Islamic Republic has developed numerous visible and hidden networks of influence, making it extremely difficult to navigate the competing narratives. So my suggestion is simple: listen carefully to what people inside Iran were shouting on 8 and 9 January. Within the opposition, listen to those who call out the name of Crown Prince Reza Pahlavi and support his leadership, because they believe this reflects the voices heard from people inside Iran. His position towards the Islamic Republic has been clear: there should be no distinction between reformists, hardliners or other factions of the same system. The Islamic Republic must go in its entirety. If you want to understand the criticism that some Iranians have levelled at Masih Alinejad, and examine for yourself the claims and documents circulated by her critics, search the hashtag #AlinejadBloodDealear and judge the evidence for yourself. But there is also a simpler criterion: pay attention to those who clearly support Crown Prince Reza Pahlavi’s leadership and the demand for a complete end to the Islamic Republic, rather than allowing other issues to obscure that central objective. It is much like an issue on which you yourself have consistently taken an unequivocal position, without “ifs”, “buts” or qualifications: ARM THE IRANIAN PEOPLE! #AliZarei

Alinejad speaks about Ali Zarei, but leaves out a crucial part of his story: his political views and his support for Crown Prince Reza Pahlavi even as he faces a death sentence. Why is this part left out? Because it does not fit her narrative. That is what an “incomplete narrative” looks like. “Woman, Life, Freedom” matters, but the Iranian people did not stop there. Their political demands continued to evolve and expand, moving beyond the narratives that had been presented to the outside world for years. For years, Alinejad told the world that compulsory hijab was the “Berlin Wall” of the Islamic Republic, and that if this wall fell, the Islamic Republic itself would fall with it. Yet we have repeatedly seen the Islamic Republic itself use unveiled women in its programmes and staged propaganda events. The impression still being conveyed to the world is that hijab is the defining issue in Iran, while the Islamic Republic itself, at least for the time being, appears unwilling to enforce it in the way it once did. Dear Mark R. Levin, I know how difficult it can be for those outside Iran to understand Iranian politics and the various currents within the opposition. Over the decades, the Islamic Republic has developed numerous visible and hidden networks of influence, making it extremely difficult to navigate the competing narratives. So my suggestion is simple: listen carefully to what people inside Iran were shouting on 8 and 9 January. Within the opposition, listen to those who call out the name of Crown Prince Reza Pahlavi and support his leadership, because they believe this reflects the voices heard from people inside Iran. His position towards the Islamic Republic has been clear: there should be no distinction between reformists, hardliners or other factions of the same system. The Islamic Republic must go in its entirety. If you want to understand the criticism that some Iranians have levelled at Masih Alinejad, and examine for yourself the claims and documents circulated by her critics, search the hashtag #AlinejadBloodDealear and judge the evidence for yourself. But there is also a simpler criterion: pay attention to those who clearly support Crown Prince Reza Pahlavi’s leadership and the demand for a complete end to the Islamic Republic, rather than allowing other issues to obscure that central objective. It is much like an issue on which you yourself have consistently taken an unequivocal position, without “ifs”, “buts” or qualifications: ARM THE IRANIAN PEOPLE! #AliZarei

Niyak Ghorbani (نیاک)

37,086 次观看 • 17 天前

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.

🚨PREPARE FOR A -20% MARKET DROP: Everyone thinks the Iran conflict is an oil story. It’s not. Let me explain what this is really about. The Strait of Hormuz has been closed for 8 days. Markets are focused on crude prices. That’s the wrong variable. The real cascade nobody’s mapping: 92% of the world’s sulfur comes from refining oil and gas. Close Hormuz, you don’t just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical. One feedstock. One 21-nautical-mile chokepoint. It gets worse. Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves. $TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid. No gas → no power → no chips. Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen. Sulfur. Semiconductors. Food. Three supply chains. One chokepoint. Zero domestic alternatives at scale. The economic math from here: Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real. S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%. Market is currently pricing a 4-week conflict duration. If this extends? 15-20% drawdown. What I’m watching: The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion. The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently. China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone. Now Beijing is forced into costlier alternatives while already under U.S. economic pressure. This isn’t about oil. Oil is just the vector. The real targets are the supply chains that run through it. How I’m positioning into this: If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks: > $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom) > $IREN, -20 to -30% (rising energy costs crushing margins) > $CIFR, 15-20% (rising energy costs crushing margins) > $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard) > $RKLB, -10% to 25% (higher yields compressing aerospace valuations) > $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit) > $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside) > $KRKNF, -5% to 15% (low beta, robotics holds relatively well) > $OSS, -5% to 15% (hardware stability, limited tech sector contagion) I still hold cash. That cash exists for exactly this scenario. My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work. If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov. That’s 7-8 months of accumulation before the market re-rates. The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear. By the time the all-clear comes, the move is already over. Note: This is not financial advice.

Black Panther Capital

1,747,733 次观看 • 7 个月前

With regard to the alleged drunken brawl and uncouth behaviour of an Army Officer and his fiancée in Bhubaneswar, Gen (Retd) V K Singh, former COAS and ex-Union Minister, in his post used highly inappropriate language castigating Police in general and Odisha Police in particular. When I called him out, several retired Army Officers responded with uncivilized and irrelevant comments. Later, I wrote to Defence Minister suggesting to court-martial and punish the Army Officer involved and Lt. Gen. PS Shekhawat for conduct unbecoming of soldiers and committing grave offences under sections 21(c), 45, 48 and other relevant provisions of the Army Act, 1950. It is eliciting a lot uncouth and loutish online behaviour which only the scum of the society, not the “disciplined” Army Officers indulge in. They are calling the Indian Police all sorts of names. They are also personally attacking me by sharing ad nauseum some trash of old pieces of yellow journalism with false and motivated allegations against me which I had countered by issuing a signed rejoinder way back in 2018, that is two years before I retired on superannuation in 2020. As my conscience is crystal clear, I care a foot for all that yellow journalism trash. The old adage, “when the debate is lost, slander becomes the tool of the loser” is so apt for the conduct of these philistines. Even in my first post I had made it amply clear that my response is not to make it Army vs Police but to put facts of the case which none was discussing. It was about seeking truth as there are innocent lives at stake. Everyone including the 5 police officers suspended even before conducting enquiry, deserves justice in a nation whose motto is "satyamev jayate". I respect our Army not necessarily because it is the best, but because it is the last line of defence against our external enemies. While the Army Officers are generally disciplined and well-behaved when they are in their units, a few of them become unruly when freed on leave or otherwise and sometimes they even try to overawe and boss over the local police officials. Police officers generally ignore it by being indulgent to them. But things get stormy when their behaviour become outrightly criminal. But why do they behave like that? Pakistan Army has been ruling Pakistan for much of its existence. Therefore, our Army Officers seem to suffer from a syndrome that is best captured by the Onida TV tagline, “neighbour's envy, owner's pride”, leading to a combination of false sense of entitlement, deprivation and victimhood. As a result, they nurture utter contempt for civil authority, and a few of them indulge in boorishness. While propagandizing themselves as holier-than-thou, they invent all sorts of false victimhood stories to rally against the civil authority. Their false propaganda feeds to👇this kind of caricaturing of all except Army. Since they have been calling the Indian Police all sorts of names, I too can retort back with facts about Army and loss of Indian territory to China, Kargil, etc. But once again, my objective is not to show our Army in poor light or to make it Army Vs Police. Therefore, in spite of extreme provocation I won't venture into those thorny trails. I also, exhort all Army Officers, both serving and retired, to reflect on their performance rather than indulging in bashing of civil authority especially the Police, and work to protect every inch of our territory, and save Hindus who have been facing genocidal attacks in Jammu & Kashmir, in Manipur and elsewhere. Finally, I also appeal to them that we must have mutual respect individually and for our organisations as we are all one with different functions and our work should always complement and promote our national interest. If there are any aberrations let us resolve them amicably by avoiding public spats, acrimony and rancour.

With regard to the alleged drunken brawl and uncouth behaviour of an Army Officer and his fiancée in Bhubaneswar, Gen (Retd) V K Singh, former COAS and ex-Union Minister, in his post used highly inappropriate language castigating Police in general and Odisha Police in particular. When I called him out, several retired Army Officers responded with uncivilized and irrelevant comments. Later, I wrote to Defence Minister suggesting to court-martial and punish the Army Officer involved and Lt. Gen. PS Shekhawat for conduct unbecoming of soldiers and committing grave offences under sections 21(c), 45, 48 and other relevant provisions of the Army Act, 1950. It is eliciting a lot uncouth and loutish online behaviour which only the scum of the society, not the “disciplined” Army Officers indulge in. They are calling the Indian Police all sorts of names. They are also personally attacking me by sharing ad nauseum some trash of old pieces of yellow journalism with false and motivated allegations against me which I had countered by issuing a signed rejoinder way back in 2018, that is two years before I retired on superannuation in 2020. As my conscience is crystal clear, I care a foot for all that yellow journalism trash. The old adage, “when the debate is lost, slander becomes the tool of the loser” is so apt for the conduct of these philistines. Even in my first post I had made it amply clear that my response is not to make it Army vs Police but to put facts of the case which none was discussing. It was about seeking truth as there are innocent lives at stake. Everyone including the 5 police officers suspended even before conducting enquiry, deserves justice in a nation whose motto is "satyamev jayate". I respect our Army not necessarily because it is the best, but because it is the last line of defence against our external enemies. While the Army Officers are generally disciplined and well-behaved when they are in their units, a few of them become unruly when freed on leave or otherwise and sometimes they even try to overawe and boss over the local police officials. Police officers generally ignore it by being indulgent to them. But things get stormy when their behaviour become outrightly criminal. But why do they behave like that? Pakistan Army has been ruling Pakistan for much of its existence. Therefore, our Army Officers seem to suffer from a syndrome that is best captured by the Onida TV tagline, “neighbour's envy, owner's pride”, leading to a combination of false sense of entitlement, deprivation and victimhood. As a result, they nurture utter contempt for civil authority, and a few of them indulge in boorishness. While propagandizing themselves as holier-than-thou, they invent all sorts of false victimhood stories to rally against the civil authority. Their false propaganda feeds to👇this kind of caricaturing of all except Army. Since they have been calling the Indian Police all sorts of names, I too can retort back with facts about Army and loss of Indian territory to China, Kargil, etc. But once again, my objective is not to show our Army in poor light or to make it Army Vs Police. Therefore, in spite of extreme provocation I won't venture into those thorny trails. I also, exhort all Army Officers, both serving and retired, to reflect on their performance rather than indulging in bashing of civil authority especially the Police, and work to protect every inch of our territory, and save Hindus who have been facing genocidal attacks in Jammu & Kashmir, in Manipur and elsewhere. Finally, I also appeal to them that we must have mutual respect individually and for our organisations as we are all one with different functions and our work should always complement and promote our national interest. If there are any aberrations let us resolve them amicably by avoiding public spats, acrimony and rancour.

M. Nageswara Rao IPS (Retired)

21,499 次观看 • 2 年前

$Hold up, here is the prompt: works with almost any model. enjoy :) Role & Objective: Act as an Elite UI/UX Front-End Engineer specializing in Apple-tier micro-interactions and advanced CSS. Your task is to program a perfectly centered navigation bar in a strictly SINGLE HTML file containing all HTML, vanilla CSS, and vanilla JavaScript. No external libraries or frameworks (No Tailwind, React, etc.). Design Concept - "True Liquid Glass": CRITICAL INSTRUCTION: Do NOT generate standard, flat "glassmorphism" or basic frosted glass. I require a physically accurate "Liquid Glass" aesthetic. It must look like wet, poured clear resin, combining the high-gloss specular highlights of classic macOS Aqua with the volumetric spatial depth of modern Apple VisionOS. 1. The Liquid Glass Material & Lighting (CSS): - Deep Refraction: Use `backdrop-filter` with extreme blur (e.g., 50px) and over-saturation (200%). - Specular Highlight: Create a curved, semi-transparent white gradient on the top half using a pseudo-element (`::before`) to simulate a hard light reflection on a wet, rounded 3D surface. - Caustics & Volume: Use multi-layered inner and outer `box-shadow` properties to simulate light refracting at the bottom edge and casting a realistic ambient drop shadow. - Interactive Glare: Implement a soft radial-gradient spotlight inside the glass that dynamically tracks the user's mouse cursor (X/Y coordinates) using JavaScript and CSS variables (`mix-blend-mode: overlay`). 2. Navigation Layout & Elements: - Center the pill-shaped navigation bar perfectly in the middle of the viewport. - Include 3 main navigation items with minimalist, inline SVG stroke icons and text labels: "Home", "Call", and "List". - Add a subtle vertical divider line after the main buttons. - Next to the divider, add a Dark/Light Mode toggle button containing inline SVG Sun and Moon icons. 3. Animations & "Apple Magic": - Sliding Active Pill: Create a solid background "pill" that sits *behind* the active navigation item's text/icon. When a different item is clicked, this pill must dynamically recalculate its width and slide to the new position. - Spring Physics: The sliding transition MUST use an exact Apple-style bouncy spring easing curve (e.g., `transition: all 0.5s cubic-bezier(0.34, 1.2, 0.64, 1)`). - Tactile Feedback: Buttons and icons must physically press down slightly (`transform: scale(0.92)`) when clicked (`:active`). - Theme Switch: The Sun and Moon icons must smoothly rotate, scale, and cross-fade during the transition. 4. Background Environment (Crucial): - Glass needs light and color to refract! Create a full-viewport, smoothly animated mesh gradient background using 3 large, heavily blurred, floating color blobs. - Implement full Dark/Light mode logic using CSS variables (`:root` and `[data-theme="dark"]`). Toggling the theme must seamlessly transition the background blob colors, glass opacity, shadow intensity, and text colors. Output ONLY the pristine, production-ready code. Prioritize maximum visual fidelity and silky-smooth 60fps animations.$

Hold up, here is the prompt: works with almost any model. enjoy :) Role & Objective: Act as an Elite UI/UX Front-End Engineer specializing in Apple-tier micro-interactions and advanced CSS. Your task is to program a perfectly centered navigation bar in a strictly SINGLE HTML file containing all HTML, vanilla CSS, and vanilla JavaScript. No external libraries or frameworks (No Tailwind, React, etc.). Design Concept - "True Liquid Glass": CRITICAL INSTRUCTION: Do NOT generate standard, flat "glassmorphism" or basic frosted glass. I require a physically accurate "Liquid Glass" aesthetic. It must look like wet, poured clear resin, combining the high-gloss specular highlights of classic macOS Aqua with the volumetric spatial depth of modern Apple VisionOS. 1. The Liquid Glass Material & Lighting (CSS): - Deep Refraction: Use `backdrop-filter` with extreme blur (e.g., 50px) and over-saturation (200%). - Specular Highlight: Create a curved, semi-transparent white gradient on the top half using a pseudo-element (`::before`) to simulate a hard light reflection on a wet, rounded 3D surface. - Caustics & Volume: Use multi-layered inner and outer `box-shadow` properties to simulate light refracting at the bottom edge and casting a realistic ambient drop shadow. - Interactive Glare: Implement a soft radial-gradient spotlight inside the glass that dynamically tracks the user's mouse cursor (X/Y coordinates) using JavaScript and CSS variables (`mix-blend-mode: overlay`). 2. Navigation Layout & Elements: - Center the pill-shaped navigation bar perfectly in the middle of the viewport. - Include 3 main navigation items with minimalist, inline SVG stroke icons and text labels: "Home", "Call", and "List". - Add a subtle vertical divider line after the main buttons. - Next to the divider, add a Dark/Light Mode toggle button containing inline SVG Sun and Moon icons. 3. Animations & "Apple Magic": - Sliding Active Pill: Create a solid background "pill" that sits behind the active navigation item's text/icon. When a different item is clicked, this pill must dynamically recalculate its width and slide to the new position. - Spring Physics: The sliding transition MUST use an exact Apple-style bouncy spring easing curve (e.g., `transition: all 0.5s cubic-bezier(0.34, 1.2, 0.64, 1)`). - Tactile Feedback: Buttons and icons must physically press down slightly (`transform: scale(0.92)`) when clicked (`:active`). - Theme Switch: The Sun and Moon icons must smoothly rotate, scale, and cross-fade during the transition. 4. Background Environment (Crucial): - Glass needs light and color to refract! Create a full-viewport, smoothly animated mesh gradient background using 3 large, heavily blurred, floating color blobs. - Implement full Dark/Light mode logic using CSS variables (`:root` and `[data-theme="dark"]`). Toggling the theme must seamlessly transition the background blob colors, glass opacity, shadow intensity, and text colors. Output ONLY the pristine, production-ready code. Prioritize maximum visual fidelity and silky-smooth 60fps animations.

Leon Lin

128,501 次观看 • 7 个月前