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This Video Just For 18+ 🐶S: "Master Training Hamba Scat 🙏" 👮‍♂️M:"Buka Mulut Lebar-lebar" **Slave From Tanggerang #BDSM #BDSMbdg #Master #Slave #MasterBandung #GayBandung #GayBDG

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master be

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70,074 просмотров • 8 месяцев назад •via X (Twitter)

NSFW#BDSM#BDSMbdg#Master#Slave#MasterBandung#GayBandung#GayBDG
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The subject of 'owning a slave' is dense. It is something we hear a lot when we are in the FemDom Realm. Is it just fantasy? Can it actually be a lifestyle? How do we navigate this type of dynamic? How do we even get to that level of D/s? In this short clip [Exerpt from SLAVE TRAINING Part 2] I want to already bring to your attention one thing that will define if your desire for a slave (or desire as a slave) is touching more on a fantasy or... how can you actually navigate this in a realistic way. No one person 'can do it all' or should be expected to. If you want your slave to be 'the best' , assign them a specific role in which they can excel... and then build upon that. Once they 'master' your housekeeping (which takes quite a bit of real training), they can move to other levels. And an important note I want to leave here... make them EARN access to certain things in your life that sometimes you just want to delegate because you don't want to manage or don't know how to manage. Entrusting them with serious tasks that can affect your life, your business, your reputation, are on top of the ladder. Are they even qualified for the thing you want them to take off your shoulders? Start small and allow them to grow in their submission, to develop their skills and to learn how to best satisfy you without setting them up for failure by expecting too much, too quick. In the end, if you want this to truly work, you have to approach it from a place that transcends the roles. As this is consensual power exchange. And you both want to be fulfilled in that relationship.
1:16

The subject of 'owning a slave' is dense. It is something we hear a lot when we are in the FemDom Realm. Is it just fantasy? Can it actually be a lifestyle? How do we navigate this type of dynamic? How do we even get to that level of D/s? In this short clip [Exerpt from SLAVE TRAINING Part 2] I want to already bring to your attention one thing that will define if your desire for a slave (or desire as a slave) is touching more on a fantasy or... how can you actually navigate this in a realistic way. No one person 'can do it all' or should be expected to. If you want your slave to be 'the best' , assign them a specific role in which they can excel... and then build upon that. Once they 'master' your housekeeping (which takes quite a bit of real training), they can move to other levels. And an important note I want to leave here... make them EARN access to certain things in your life that sometimes you just want to delegate because you don't want to manage or don't know how to manage. Entrusting them with serious tasks that can affect your life, your business, your reputation, are on top of the ladder. Are they even qualified for the thing you want them to take off your shoulders? Start small and allow them to grow in their submission, to develop their skills and to learn how to best satisfy you without setting them up for failure by expecting too much, too quick. In the end, if you want this to truly work, you have to approach it from a place that transcends the roles. As this is consensual power exchange. And you both want to be fulfilled in that relationship.

Ms. Malissia

12,836 просмотров • 5 месяцев назад

DON’T THINK ABOUT IT JUST DO IT SUB 🙇🏽‍♂️🦶🏽 HIT THE DM (💰✉️) WHOS SERVING NOW!! (TODAY) 🥷🏾🧦x 🙇🏽‍♂️💰 ————> LONDON <———— REALTIME CASH MEETS & VIDEO CALLS HOSTING ALL DAY 🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰 GOON‼️ SEND ‼️ GOON & SEND EVEN MORE ‼️ GET IN MY DM FOR FULL PAYMENT LINKS ‼️ #findom #cashmaster #atm #dom #alpha #slave #master #paypig #sub #wallet #dirty #pig #scat #whitesocks #nsfw #kink #bnwo #scally #smellysocks #REALTIME #meets #gymsocks #malefeet #sweatyfeet #dirtysocks #malefootfetishnation #scatbook #footfetish #sweatysocks #jockfeet #bigfeet #bbc 🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰 FEET PROMO Account 💯K (ROAD TO 200K!) Lets do this RT Promo (13.1k) daddy’s promo 5k foot sub Toey tread cleaner zak The Findom Influencer Weakercc That Sub findom rt The Findom Goat Promo&RT🐷 @RTBoy_ doormat and rt slave RT 4 FOOTMASTERS - THE 1st RT for Kings AlphaAmplifier @AlphaMaleRTs The Best Sock Masters 50k RT4Masters 🔄 🌎 PromoJack (PJ) Addict Sockster House of MO @PROMOTIONMASTER
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DON’T THINK ABOUT IT JUST DO IT SUB 🙇🏽‍♂️🦶🏽 HIT THE DM (💰✉️) WHOS SERVING NOW!! (TODAY) 🥷🏾🧦x 🙇🏽‍♂️💰 ————> LONDON <———— REALTIME CASH MEETS & VIDEO CALLS HOSTING ALL DAY 🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰 GOON‼️ SEND ‼️ GOON & SEND EVEN MORE ‼️ GET IN MY DM FOR FULL PAYMENT LINKS ‼️ #findom #cashmaster #atm #dom #alpha #slave #master #paypig #sub #wallet #dirty #pig #scat #whitesocks #nsfw #kink #bnwo #scally #smellysocks #REALTIME #meets #gymsocks #malefeet #sweatyfeet #dirtysocks #malefootfetishnation #scatbook #footfetish #sweatysocks #jockfeet #bigfeet #bbc 🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰🦶🏾🙇🏽‍♂️ 🧦🥷🏾💰 FEET PROMO Account 💯K (ROAD TO 200K!) Lets do this RT Promo (13.1k) daddy’s promo 5k foot sub Toey tread cleaner zak The Findom Influencer Weakercc That Sub findom rt The Findom Goat Promo&RT🐷 @RTBoy_ doormat and rt slave RT 4 FOOTMASTERS - THE 1st RT for Kings AlphaAmplifier @AlphaMaleRTs The Best Sock Masters 50k RT4Masters 🔄 🌎 PromoJack (PJ) Addict Sockster House of MO @PROMOTIONMASTER

Master Bally 🥷🏾

22,585 просмотров • 5 месяцев назад

TALES FROM THE SLAVE MASTER In this clip from the BBC's Empire series, we are read excerpts from British slave owner Thomas Thistlewood's (1721-1786) diary, in which he recounts with pride the obscene and degrading tortures he inflicted on enslaved Africans. Thistlewood, the second son of a tenant farmer from Tupholme, Lincolnshire, had "failed to establish himself as a farmer in his home district” and “had resolved to seek his fortune in the wider world." In February, 1750, he set out for Jamaica. He kept a very detailed diary of his life as a plantation owner and the cruelty he meted out. Trevor Burnard’s book 'Mastery, Tyranny, and Desire: Thomas Thistlewood and His Slaves in the Anglo-Jamaican World' extensively examines Thistlewood's diary. He writes: "Thistlewood’s slaves were trapped in a dehumanising life of exhausting labour, debilitating disease, and demeaning social relationships; they were constantly tired, frequently frightened and subject to continual flux in their living and work arrangements." In Britain today, Jamaicans, just like all Africans, are still looked down upon by some. Those known as the 'Windrush Generation,' who came to Britain as labourers to help rebuild the nation post-WW2, are still denied equal citizenship and have been wrongfully jailed or deported. Many Brits seem to be miseducated or uneducated about the savagery and brutality of slavery and why Africans, regardless of where they come from - on the continent or elsewhere - are owed restitution by Britain. The irony is that slave owners were compensated for the abolition of slavery, while those who were enslaved were not. Thistlewood was just one among tens of thousand of British slave owners. Grim accounts such as his put so much in context. Video credit: BBC
1:09

TALES FROM THE SLAVE MASTER In this clip from the BBC's Empire series, we are read excerpts from British slave owner Thomas Thistlewood's (1721-1786) diary, in which he recounts with pride the obscene and degrading tortures he inflicted on enslaved Africans. Thistlewood, the second son of a tenant farmer from Tupholme, Lincolnshire, had "failed to establish himself as a farmer in his home district” and “had resolved to seek his fortune in the wider world." In February, 1750, he set out for Jamaica. He kept a very detailed diary of his life as a plantation owner and the cruelty he meted out. Trevor Burnard’s book 'Mastery, Tyranny, and Desire: Thomas Thistlewood and His Slaves in the Anglo-Jamaican World' extensively examines Thistlewood's diary. He writes: "Thistlewood’s slaves were trapped in a dehumanising life of exhausting labour, debilitating disease, and demeaning social relationships; they were constantly tired, frequently frightened and subject to continual flux in their living and work arrangements." In Britain today, Jamaicans, just like all Africans, are still looked down upon by some. Those known as the 'Windrush Generation,' who came to Britain as labourers to help rebuild the nation post-WW2, are still denied equal citizenship and have been wrongfully jailed or deported. Many Brits seem to be miseducated or uneducated about the savagery and brutality of slavery and why Africans, regardless of where they come from - on the continent or elsewhere - are owed restitution by Britain. The irony is that slave owners were compensated for the abolition of slavery, while those who were enslaved were not. Thistlewood was just one among tens of thousand of British slave owners. Grim accounts such as his put so much in context. Video credit: BBC

African Stream

50,555 просмотров • 1 год назад

Since I joined Cognition I've been obsessed with learning how our eng team uses Devin themselves If we are building the best coding agent + we have the most cracked engineers + we've been fully AI-pilled from day one... it stands to reason that there is a lot to learn by just watching our technical staff work And yes there are a lot of tips & tricks. I recorded a video talking about my favorite... Agent Fan Out - asking your agent to break down the problem, spin up 10 more agents in parallel, and combine their results This is something I've seen everyone do - from our model research team spinning up 100 Devins to examine eval logs - or our product team using 5 child Devins to try out 5 different alternative implementations of the same thing If engineering is cheap and easy, why not build the product 10 times and choose the best one? Think of it in a master/slave context: Master Devin -> 10 Slave Devins -> Master Devin pulls their results There are two reasons this is useful 1. Agents are smartest when their context is small and their task is small & precise. Context windows are finite and too much becomes distracting 2. Agents are good at helping you break a large problem into independent & parallelizable chunks of work Every Devin is its own VM/computer so this also is just a great way to move faster. I've done a migration from React Native to Swift by having Devin break it up into 6 pieces then spin up new Devins to work in parallel In the video I build a greenfield project and try my best to show off this agent fan out concept. I also threw in a few other tricks that I've seen my coworkers do: - Let Devin write its own prompts (especially for creating child Devins). It's way better than us humans - Do tons of things at once. You should be absolutely frying your attention span. Your job should just be babysitting 38 different Devins - Don't be a blocker. Before letting the agent work I make sure to tell it to ask me any questions that would fill in ambiguities. Give your agent all the information it needs (and then some more) so that it can just cook without stopping to ask you questions every few minutes - Let Devin test itself. Integration sanity tests are pretty much solved Hope this is useful!!
6:10

Since I joined Cognition I've been obsessed with learning how our eng team uses Devin themselves If we are building the best coding agent + we have the most cracked engineers + we've been fully AI-pilled from day one... it stands to reason that there is a lot to learn by just watching our technical staff work And yes there are a lot of tips & tricks. I recorded a video talking about my favorite... Agent Fan Out - asking your agent to break down the problem, spin up 10 more agents in parallel, and combine their results This is something I've seen everyone do - from our model research team spinning up 100 Devins to examine eval logs - or our product team using 5 child Devins to try out 5 different alternative implementations of the same thing If engineering is cheap and easy, why not build the product 10 times and choose the best one? Think of it in a master/slave context: Master Devin -> 10 Slave Devins -> Master Devin pulls their results There are two reasons this is useful 1. Agents are smartest when their context is small and their task is small & precise. Context windows are finite and too much becomes distracting 2. Agents are good at helping you break a large problem into independent & parallelizable chunks of work Every Devin is its own VM/computer so this also is just a great way to move faster. I've done a migration from React Native to Swift by having Devin break it up into 6 pieces then spin up new Devins to work in parallel In the video I build a greenfield project and try my best to show off this agent fan out concept. I also threw in a few other tricks that I've seen my coworkers do: - Let Devin write its own prompts (especially for creating child Devins). It's way better than us humans - Do tons of things at once. You should be absolutely frying your attention span. Your job should just be babysitting 38 different Devins - Don't be a blocker. Before letting the agent work I make sure to tell it to ask me any questions that would fill in ambiguities. Give your agent all the information it needs (and then some more) so that it can just cook without stopping to ask you questions every few minutes - Let Devin test itself. Integration sanity tests are pretty much solved Hope this is useful!!

Jared Zoneraich

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LOLA STERLING "HYPNOASIS" FULL ALBUM 2025 🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀 All songs in this album have timestamps if you'd like to come back and listen to a favorite tune of yours. Please enjoy! 🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀 1.They Call Me Lola Sterling 0:00 2. Mistress of the DM's 3:47 3. The Hypno Club (Redux) 6:40 4. Bambi Sleep for Coke 12:07 5. Mistress of the World 15:04 6. Good Girl 18:36 7. Keeper of Drones 21:51 8. Assassin From W.U.A.H.S 25:17 9. The Hypno Club Inn. 29:00 10. Colors in his Eye's 32:40 11. Face Down, Ass Up (Redux) 36:41 12. Red Spiral Eye's 40:19 13. Return of a King 44:19 14. I'm Real 48:18 15. Slave Without a Master 52:19 16. Goodbye? WTF Do You Mean? 55:54 #hypnosis #hypnotized #trancemusic #hypnofetish #hypnokink #nightclub #thehypnoclub #trance #dance #mezmerize #mindcontrol #spiraleyes #hypnogoggles #80smusic #80sstyle #fetish #club
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LOLA STERLING "HYPNOASIS" FULL ALBUM 2025 🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀 All songs in this album have timestamps if you'd like to come back and listen to a favorite tune of yours. Please enjoy! 🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀🌀 1.They Call Me Lola Sterling 0:00 2. Mistress of the DM's 3:47 3. The Hypno Club (Redux) 6:40 4. Bambi Sleep for Coke 12:07 5. Mistress of the World 15:04 6. Good Girl 18:36 7. Keeper of Drones 21:51 8. Assassin From W.U.A.H.S 25:17 9. The Hypno Club Inn. 29:00 10. Colors in his Eye's 32:40 11. Face Down, Ass Up (Redux) 36:41 12. Red Spiral Eye's 40:19 13. Return of a King 44:19 14. I'm Real 48:18 15. Slave Without a Master 52:19 16. Goodbye? WTF Do You Mean? 55:54 #hypnosis #hypnotized #trancemusic #hypnofetish #hypnokink #nightclub #thehypnoclub #trance #dance #mezmerize #mindcontrol #spiraleyes #hypnogoggles #80smusic #80sstyle #fetish #club

The Hypno Club

17,655 просмотров • 1 год назад

The #PowerRangersPreservationProject Presents: The Lost Wild Force Morphs 🦅 Soaring Eagle! Alyson Kiperman [Sullivan] in raw footage from the Original Wild Force Yellow Morph Sequence — captured on the very first day of production on the series. Look closely and you’ll spot Cinematographer Sean McLin and Director Makoto Yokoyama working with Alyson to get the shot just right! Taylor Earhardt is the longest tenured Wild Force Ranger and the first to join the team. She was the leader before Cole joined the team, leveraging her tactical air force training to fight the Orgs for over a year before the series took place. The original morph sequences were still carbon copies of the Gaoranger Henshin, but would go un-used in the series in favor of footage that pasted US actor heads on the Gaoranger bodies. Some of this footage did find its way into the series however, appearing in the opening theme’s logo animation — the silhouette posing beneath the ‘Power Rangers’ logo before giving way to ‘WILD FORCE’. Digitization & Archival by Power Rangers Media Info. Sponsored by M⚡️M Patreon Supporters like Morphin Master MintBari. Support our preservation efforts: #MorphinMuseum Exhibit 0878 ⚡️ Series: #PowerRangersWildForce Year: 2002
2:02

The #PowerRangersPreservationProject Presents: The Lost Wild Force Morphs 🦅 Soaring Eagle! Alyson Kiperman [Sullivan] in raw footage from the Original Wild Force Yellow Morph Sequence — captured on the very first day of production on the series. Look closely and you’ll spot Cinematographer Sean McLin and Director Makoto Yokoyama working with Alyson to get the shot just right! Taylor Earhardt is the longest tenured Wild Force Ranger and the first to join the team. She was the leader before Cole joined the team, leveraging her tactical air force training to fight the Orgs for over a year before the series took place. The original morph sequences were still carbon copies of the Gaoranger Henshin, but would go un-used in the series in favor of footage that pasted US actor heads on the Gaoranger bodies. Some of this footage did find its way into the series however, appearing in the opening theme’s logo animation — the silhouette posing beneath the ‘Power Rangers’ logo before giving way to ‘WILD FORCE’. Digitization & Archival by Power Rangers Media Info. Sponsored by M⚡️M Patreon Supporters like Morphin Master MintBari. Support our preservation efforts: #MorphinMuseum Exhibit 0878 ⚡️ Series: #PowerRangersWildForce Year: 2002

The Morphin ⚡️ Museum

16,196 просмотров • 1 год назад

Detailed Full video- Kanchana 4 is rolling and halfway through — I’m Happy to Announce That I’m Transforming My First Home into a Free School for Children with my Kanchana 4 Advance - with the First Teacher Being a Child Who Grew Up in my home 🙏 I’m so delighted to share some exciting news with you all. My movie Kanchana 4 has officially begun rolling and it’s been coming out really well. As many of you know, every time I receive an advance for my films, I begin a new social initiative close to my heart. This time, I’m truly happy to announce that I’ll be transforming my very first home into a free education school for children. This home is extremely special to me, it was the first house I bought with the savings from my work as a dance master. Later, I transformed it into an orphanage kids home, and my family and I moved into a rented place. Today, my kids have grown up and are working, and I feel proud to dedicate this home once again to a cause. What makes me even happier and prouder is that the very first teacher I’ll be appointing is one of the children who grew up in my home and has now grown, educated, and is ready to give back. I seek all your blessings for this new initiative, and I hope you will continue supporting me, just as you always have. 🙏🏼🙏🏼 #Serviceisgod#Maatram
2:58

Detailed Full video- Kanchana 4 is rolling and halfway through — I’m Happy to Announce That I’m Transforming My First Home into a Free School for Children with my Kanchana 4 Advance - with the First Teacher Being a Child Who Grew Up in my home 🙏 I’m so delighted to share some exciting news with you all. My movie Kanchana 4 has officially begun rolling and it’s been coming out really well. As many of you know, every time I receive an advance for my films, I begin a new social initiative close to my heart. This time, I’m truly happy to announce that I’ll be transforming my very first home into a free education school for children. This home is extremely special to me, it was the first house I bought with the savings from my work as a dance master. Later, I transformed it into an orphanage kids home, and my family and I moved into a rented place. Today, my kids have grown up and are working, and I feel proud to dedicate this home once again to a cause. What makes me even happier and prouder is that the very first teacher I’ll be appointing is one of the children who grew up in my home and has now grown, educated, and is ready to give back. I seek all your blessings for this new initiative, and I hope you will continue supporting me, just as you always have. 🙏🏼🙏🏼 #Serviceisgod#Maatram

Raghava Lawrence

87,264 просмотров • 11 месяцев назад

This is undoubtedly one of the most extraordinary interviews of a former senior US government official on Gaza. This is Chas Freeman, former Assistant Secretary of Defense and former US Ambassador to Saudi Arabia. Key points in the video: - He agrees that many of the victims of Oct 7th were killed by the Israeli army in the form of "undisciplined fire by helicopters with hellfire missiles or by tanks with incendiary rounds directed at buildings". In the case of the victims of the music festival he even says they "were largely killed, it appears, by hellfire missiles and by other undisciplined fire by Israeli forces". To him this "disgrace in military terms" stems from a "lack of discipline and training necessary to respond" but also from the IDF's "Hannibal directive", which "says that rather than get into bargaining over hostage exchange you should just kill the Israeli hostages along with their captors." - He says that with Oct 7th "Hamas had 2 objectives": 1) "Put the Palestinian self-determination issue back on the global agenda", something he says they've "succeeded" in doing since they're is "widespread recognition outside Israel that only self-determination for Palestine in the form of a 2-state solution can provide security to Israel". He says that even in "the US, which has a larger Jewish population than Israel, many Jews have come to realize that this is the case. Younger Jews in particular in the U.S. are very disillusioned with Zionism and don't want to suffer contagion from it in the form of antisemitism, which is actually growing now as a result of Israeli actions". 2) "Give Hamas enormous popularity among Palestinians because they are seen as having stood up, as having been willing to accept death rather than captivity". He refers to Norman Finkelstein's "analogy of slave revolts in the U.S." and particularly the "1831 revolt by Nat Turner, a well-educated very intelligent enslaved African who led a slave revolt in Southern Virginia which had as its objective the murder of every white person they encountered." He says it "raises a moral question: 'Is the violence of the slave-owner morally the same as the violence of the slave trying to end that violence?'. The same moral question arises with Israeli oppression of Palestinians versus Palestinian resistance to oppression." - All in all he concludes that much like the violence against African-Americans that followed slave revolts in the 19th century, the Israeli vengeance against Palestinians "won't be remembered fondly by anyone in the future". In fact he goes as far as saying that "when people think of Israel in the past they thought of it as a refuge for the victims of the Holocaust... now they will think of it as the home of perpetrators of genocide. When they think of Israel, they will think of burned buildings and dead babies. This is an image problem of a fundamental nature and from the point of view of Israel it strips Israel of its protection by charges of antisemitism against anyone who is critical of Israel because to be critical of people who are carrying out genocide cannot be antisemitism, it cannot be considered immoral. Antisemitism is a despicable attitude but to oppose genocide by Israel is not."
7:55

This is undoubtedly one of the most extraordinary interviews of a former senior US government official on Gaza. This is Chas Freeman, former Assistant Secretary of Defense and former US Ambassador to Saudi Arabia. Key points in the video: - He agrees that many of the victims of Oct 7th were killed by the Israeli army in the form of "undisciplined fire by helicopters with hellfire missiles or by tanks with incendiary rounds directed at buildings". In the case of the victims of the music festival he even says they "were largely killed, it appears, by hellfire missiles and by other undisciplined fire by Israeli forces". To him this "disgrace in military terms" stems from a "lack of discipline and training necessary to respond" but also from the IDF's "Hannibal directive", which "says that rather than get into bargaining over hostage exchange you should just kill the Israeli hostages along with their captors." - He says that with Oct 7th "Hamas had 2 objectives": 1) "Put the Palestinian self-determination issue back on the global agenda", something he says they've "succeeded" in doing since they're is "widespread recognition outside Israel that only self-determination for Palestine in the form of a 2-state solution can provide security to Israel". He says that even in "the US, which has a larger Jewish population than Israel, many Jews have come to realize that this is the case. Younger Jews in particular in the U.S. are very disillusioned with Zionism and don't want to suffer contagion from it in the form of antisemitism, which is actually growing now as a result of Israeli actions". 2) "Give Hamas enormous popularity among Palestinians because they are seen as having stood up, as having been willing to accept death rather than captivity". He refers to Norman Finkelstein's "analogy of slave revolts in the U.S." and particularly the "1831 revolt by Nat Turner, a well-educated very intelligent enslaved African who led a slave revolt in Southern Virginia which had as its objective the murder of every white person they encountered." He says it "raises a moral question: 'Is the violence of the slave-owner morally the same as the violence of the slave trying to end that violence?'. The same moral question arises with Israeli oppression of Palestinians versus Palestinian resistance to oppression." - All in all he concludes that much like the violence against African-Americans that followed slave revolts in the 19th century, the Israeli vengeance against Palestinians "won't be remembered fondly by anyone in the future". In fact he goes as far as saying that "when people think of Israel in the past they thought of it as a refuge for the victims of the Holocaust... now they will think of it as the home of perpetrators of genocide. When they think of Israel, they will think of burned buildings and dead babies. This is an image problem of a fundamental nature and from the point of view of Israel it strips Israel of its protection by charges of antisemitism against anyone who is critical of Israel because to be critical of people who are carrying out genocide cannot be antisemitism, it cannot be considered immoral. Antisemitism is a despicable attitude but to oppose genocide by Israel is not."

Arnaud Bertrand

2,185,193 просмотров • 2 лет назад

MALAYSIA rightly prides itself as an open, trading nation Ever wonder though what are some fun, quirky, unusual items entering 🇲🇾's borders? With a h/t to my sporting Ambassador friends, Comtrade & Fionne Lim, here goes: __________ Argentina Malaysia’s polo fields? Not just for show! 🇦🇷 sends M’sia their prized polo ponies to keep the game strong in Selangor, Johor & beyond __________ Australia Next time you’re munching into some roti canai at ur local mamak, u’re likely munching on a slice of 🇦🇺 Over a million tonnes of Aussie wheat roll into Malaysia each year, making up about 2/3rd of this flaky goodness😋 __________ Austria See an airport fire truck? Likely it’s rolling out from 🇦🇹’s Rosenbauer! __________ Belgium Wonder how Msian chocolates are so smooth? Thank 🇧🇪 for that! Their highly refined rice starch is the secret to the glow up __________ Brazil Brazil’s not just about football—it exports halal beef & chicken to M'sia! Who knew 🇧🇷 would develop such a niche market even from the far side of the globe? __________ China 🇨🇳’s unexpected export to Malaysia? Wigs! Mine just got snatched PS: Gen X/Y … if u don’t get this reference, pls ask your closest Gen Z-er friend 😉 __________ Czech Republic Malaysia’s cats are feasting on “Brit” brand cat food, courtesy of 🇨🇿 __________ Egypt Fresh strawberries in Malaysia? Many come from 🇪🇬...berry surprising! __________ Indonesia Msia’s big in natural gas, but guess what? M’sia also imports LNG from 🇮🇩...keeping it in the nbhd! __________ Italy [warning...another Gen Z ref coming up] 🇮🇹's not just sending over pasta & fashion. Think boujee, like helicopters, supercars, superbikes, super-yachts. Super! __________ India Sarees, spices, B'wood songs sure. But 🇮🇳’s also moving games like chess & carrom into M’sia. PS: talking of B'wood songs, check out this memorable performance by PMX showing his B'wood singing chops (from his recent India trip)! __________ Japan M’sians❤️Japan, we all know. But did you know Msia’s the only country where 🇯🇵 exports its dangerously delicious puffer fish for actual consumption? __________ Philippines Jamming to a Siti Nurhaliza tune? You may be strumming on a🎸handcrafted in Cebu, 🇵🇭 __________ Russia Art lovers, you’ve probably used “Master-class” oil paints. You may have brushed your teeth with Splat toothpaste — both from 🇷🇺! __________ Spain 🇪🇸’s quirkiest export to M’sia? One-day-old chicks ready to be raised within M’sian borders! And special spanish charcoal gives M’sian roast beef that yummy extra flavor! __________ Singapore Surprise, surprise—the little red dot’s sharpest export? Contact lenses! Gotta keep a sharp watch across that Causeway 🇸🇬 __________ South Africa CNY isn’t complete without braised abalone, and guess where it’s coming from -- 🇿🇦 has a role! __________ South Korea Kimchi & K-dramas are life (🙋‍♂️if you’ve binged *Crash Landing on You*). But did you know M’sia is one of the top importers of 🇰🇷kimchi, globally? That’s a whole lotta spicy cabbage! __________ Switzerland Got a knee or dental implant? Chances are you got some Swiss precision engineering inside you, courtesy🇨🇭 __________ Sweden Those sleek prefab houses in Kulim? Flat-packed all the way from 🇸🇪! __________ Thailand No fish tale here—the Siamese fighting fish & fancy guppies in M’sia are imports from 🇹🇭! __________ Turkey Craving hazelnuts? While Nutella might be Italian, 🇹🇷’s where the hazelnuts come from, and Msia’s getting its fair share! __________ USA Besides exporting higher interest rates (!), 🇺🇸’ also M’sia’s main soybean supplier, mostly for animal feed. Who knew soybeans had so much range? __________ That's a wrap. Some thoughts... 1. Malaysians sure have some fun & eclectic tastes😊 2. Trading is hardwired into us humans 3. And we ought to keep it that way – encouraging – not discouraging – it 🙏 PS: This list is clearly not exhaustive. So if you know any other quirky or unusual imports, um, spill the tea! END/
0:45

MALAYSIA rightly prides itself as an open, trading nation Ever wonder though what are some fun, quirky, unusual items entering 🇲🇾's borders? With a h/t to my sporting Ambassador friends, Comtrade & Fionne Lim, here goes: __________ Argentina Malaysia’s polo fields? Not just for show! 🇦🇷 sends M’sia their prized polo ponies to keep the game strong in Selangor, Johor & beyond __________ Australia Next time you’re munching into some roti canai at ur local mamak, u’re likely munching on a slice of 🇦🇺 Over a million tonnes of Aussie wheat roll into Malaysia each year, making up about 2/3rd of this flaky goodness😋 __________ Austria See an airport fire truck? Likely it’s rolling out from 🇦🇹’s Rosenbauer! __________ Belgium Wonder how Msian chocolates are so smooth? Thank 🇧🇪 for that! Their highly refined rice starch is the secret to the glow up __________ Brazil Brazil’s not just about football—it exports halal beef & chicken to M'sia! Who knew 🇧🇷 would develop such a niche market even from the far side of the globe? __________ China 🇨🇳’s unexpected export to Malaysia? Wigs! Mine just got snatched PS: Gen X/Y … if u don’t get this reference, pls ask your closest Gen Z-er friend 😉 __________ Czech Republic Malaysia’s cats are feasting on “Brit” brand cat food, courtesy of 🇨🇿 __________ Egypt Fresh strawberries in Malaysia? Many come from 🇪🇬...berry surprising! __________ Indonesia Msia’s big in natural gas, but guess what? M’sia also imports LNG from 🇮🇩...keeping it in the nbhd! __________ Italy [warning...another Gen Z ref coming up] 🇮🇹's not just sending over pasta & fashion. Think boujee, like helicopters, supercars, superbikes, super-yachts. Super! __________ India Sarees, spices, B'wood songs sure. But 🇮🇳’s also moving games like chess & carrom into M’sia. PS: talking of B'wood songs, check out this memorable performance by PMX showing his B'wood singing chops (from his recent India trip)! __________ Japan M’sians❤️Japan, we all know. But did you know Msia’s the only country where 🇯🇵 exports its dangerously delicious puffer fish for actual consumption? __________ Philippines Jamming to a Siti Nurhaliza tune? You may be strumming on a🎸handcrafted in Cebu, 🇵🇭 __________ Russia Art lovers, you’ve probably used “Master-class” oil paints. You may have brushed your teeth with Splat toothpaste — both from 🇷🇺! __________ Spain 🇪🇸’s quirkiest export to M’sia? One-day-old chicks ready to be raised within M’sian borders! And special spanish charcoal gives M’sian roast beef that yummy extra flavor! __________ Singapore Surprise, surprise—the little red dot’s sharpest export? Contact lenses! Gotta keep a sharp watch across that Causeway 🇸🇬 __________ South Africa CNY isn’t complete without braised abalone, and guess where it’s coming from -- 🇿🇦 has a role! __________ South Korea Kimchi & K-dramas are life (🙋‍♂️if you’ve binged *Crash Landing on You*). But did you know M’sia is one of the top importers of 🇰🇷kimchi, globally? That’s a whole lotta spicy cabbage! __________ Switzerland Got a knee or dental implant? Chances are you got some Swiss precision engineering inside you, courtesy🇨🇭 __________ Sweden Those sleek prefab houses in Kulim? Flat-packed all the way from 🇸🇪! __________ Thailand No fish tale here—the Siamese fighting fish & fancy guppies in M’sia are imports from 🇹🇭! __________ Turkey Craving hazelnuts? While Nutella might be Italian, 🇹🇷’s where the hazelnuts come from, and Msia’s getting its fair share! __________ USA Besides exporting higher interest rates (!), 🇺🇸’ also M’sia’s main soybean supplier, mostly for animal feed. Who knew soybeans had so much range? __________ That's a wrap. Some thoughts... 1. Malaysians sure have some fun & eclectic tastes😊 2. Trading is hardwired into us humans 3. And we ought to keep it that way – encouraging – not discouraging – it 🙏 PS: This list is clearly not exhaustive. So if you know any other quirky or unusual imports, um, spill the tea! END/

Apurva Sanghi

21,039 просмотров • 2 лет назад

Our BIGGEST Collaboration yet: Franz von Holzhausen Armored Cyber Glass Colion Noir Taran Tactical Tetiana Gaidar We test 9mm to .50 cal on Cybertruck Armored Glass. See the results and Franz' reaction. We hit up Taran Tactical 's legendary private shooting range in Simi Valley – the epic 20-acre facility where Hollywood stars like Keanu Reeves & Halle Berry train for blockbuster action scenes (think John Wick prep) and Taran Butler himself has hosted movie firearm training for decades. Tesla Chief Designer Franz von Holzhausen rolled up with the entire Cybertruck design team, joined by the king of 3-gun Taran Butler, badass competitive shooter and action star Tetiana Gaidar, and gun expert @ColionNoir we put the upgraded @ArmoredCyberGlass windows to the ultimate test: blasting them from 9mm handguns all the way up to .50 cal rifles. Does Armored CyberGlass hold up against 9mm up to .50 cal? Watch the insanity unfold – you won't believe the results! Big thanks to @ArmoredCyberGlass Mirrored Cyber for making this possible along with Taran Tactical letting us use you range! Get your Cybertruck bulletproof windows here: TIMESTAMPS 07:01 Pit Viper X 11:00 TTI Custom Glock 34 11:43 TTI Combat Master JW3 12:40 TTI Pit Viper 13:53 TTI Ballerina Viper 15:59 TTI Ballerina Edition 18:12 Driveby 18:27 Return fire 21:23 SIG MCX - Spear 23:16 TTI Harbinger AR-10 Rifle 24:39 TTI Taran TR-1 Ultralight AR-15 Rifle 5.56 NATO (John Wick 2) 25:42 Barrett M82 Long Range Sniper Rifle .50 BMG 31:28 Windshield handgun test
33:59

Our BIGGEST Collaboration yet: Franz von Holzhausen Armored Cyber Glass Colion Noir Taran Tactical Tetiana Gaidar We test 9mm to .50 cal on Cybertruck Armored Glass. See the results and Franz' reaction. We hit up Taran Tactical 's legendary private shooting range in Simi Valley – the epic 20-acre facility where Hollywood stars like Keanu Reeves & Halle Berry train for blockbuster action scenes (think John Wick prep) and Taran Butler himself has hosted movie firearm training for decades. Tesla Chief Designer Franz von Holzhausen rolled up with the entire Cybertruck design team, joined by the king of 3-gun Taran Butler, badass competitive shooter and action star Tetiana Gaidar, and gun expert @ColionNoir we put the upgraded @ArmoredCyberGlass windows to the ultimate test: blasting them from 9mm handguns all the way up to .50 cal rifles. Does Armored CyberGlass hold up against 9mm up to .50 cal? Watch the insanity unfold – you won't believe the results! Big thanks to @ArmoredCyberGlass Mirrored Cyber for making this possible along with Taran Tactical letting us use you range! Get your Cybertruck bulletproof windows here: TIMESTAMPS 07:01 Pit Viper X 11:00 TTI Custom Glock 34 11:43 TTI Combat Master JW3 12:40 TTI Pit Viper 13:53 TTI Ballerina Viper 15:59 TTI Ballerina Edition 18:12 Driveby 18:27 Return fire 21:23 SIG MCX - Spear 23:16 TTI Harbinger AR-10 Rifle 24:39 TTI Taran TR-1 Ultralight AR-15 Rifle 5.56 NATO (John Wick 2) 25:42 Barrett M82 Long Range Sniper Rifle .50 BMG 31:28 Windshield handgun test

Tesla Owners Silicon Valley

1,848,936 просмотров • 7 месяцев назад

Hi all, Jason here with a BIG announcement. Over the past 18 months, my team and I have been working tirelessly on something we feel is pretty special, and I am excited to finally bring you the JUICE MASTER ONE app. I have literally taken 25 years’ worth of juice cleanses and my juicing knowledge and packed it all into one beautiful app, and I can’t wait for you to download it and look around. ➡️ WATCH THE VIDEO ➡️ DOWNLOAD THE APP FOR FREE The JUICE MASTER ONE app is available on APPLE and GOOGLE PLAY stores, and it’s FREE to download. To whet your juicy appetite, I have also included a NEW ’10-Day Breakfast Challenge’, which is FREE for ALL USERS, regardless of whether you choose to subscribe. The ‘Juicy Community’ page is also FREE to access, which means you can watch all the exclusive video content I’ll film and upload to the app during ‘Jason’s Guided Juice Cleanse’ campaigns! Speaking of which, the next one starts on January 2nd all details on the website. I know many of you already have some of my cleanses as individual apps, which you can still use. However, I still recommend you download the NEW app (for FREE) to use during these global guided juice cleanses, as this will be the main ‘social space’ for interacting with the juicy community and the ONLY WAY to watch the exclusive videos. You genuinely won’t believe just HOW MUCH content there is on there. To give you an idea, it includes EVERY juice, blend, food, smoothie, and soup cleanse I have EVER DONE + brand new videos, beautiful images, and instant access to my two documentaries. You can even design your own cleanse from over 250 recipes! There’s also coaching from me to guide you through each cleanse, how-to-make videos, shopping lists, and SO much more. If you wish to unlock ALL content, simply click on any cleanse in the app (excluding the free 10-Day Breakfast Challenge) and select the subscription that works for you. Access to ALL CONTENT for an entire year costs LESS than £1 a week.I’ll also be adding a lot of additional content throughout the year, and maybe even an e-book or two! Download now by clicking the links on my website
2:56

Hi all, Jason here with a BIG announcement. Over the past 18 months, my team and I have been working tirelessly on something we feel is pretty special, and I am excited to finally bring you the JUICE MASTER ONE app. I have literally taken 25 years’ worth of juice cleanses and my juicing knowledge and packed it all into one beautiful app, and I can’t wait for you to download it and look around. ➡️ WATCH THE VIDEO ➡️ DOWNLOAD THE APP FOR FREE The JUICE MASTER ONE app is available on APPLE and GOOGLE PLAY stores, and it’s FREE to download. To whet your juicy appetite, I have also included a NEW ’10-Day Breakfast Challenge’, which is FREE for ALL USERS, regardless of whether you choose to subscribe. The ‘Juicy Community’ page is also FREE to access, which means you can watch all the exclusive video content I’ll film and upload to the app during ‘Jason’s Guided Juice Cleanse’ campaigns! Speaking of which, the next one starts on January 2nd all details on the website. I know many of you already have some of my cleanses as individual apps, which you can still use. However, I still recommend you download the NEW app (for FREE) to use during these global guided juice cleanses, as this will be the main ‘social space’ for interacting with the juicy community and the ONLY WAY to watch the exclusive videos. You genuinely won’t believe just HOW MUCH content there is on there. To give you an idea, it includes EVERY juice, blend, food, smoothie, and soup cleanse I have EVER DONE + brand new videos, beautiful images, and instant access to my two documentaries. You can even design your own cleanse from over 250 recipes! There’s also coaching from me to guide you through each cleanse, how-to-make videos, shopping lists, and SO much more. If you wish to unlock ALL content, simply click on any cleanse in the app (excluding the free 10-Day Breakfast Challenge) and select the subscription that works for you. Access to ALL CONTENT for an entire year costs LESS than £1 a week.I’ll also be adding a lot of additional content throughout the year, and maybe even an e-book or two! Download now by clicking the links on my website

Jason Vale

16,369 просмотров • 2 лет назад

OUR HEROES ARE HERE In a stunning display of skill, discipline, and unwavering spirit, a team of eight young Zimbabwean martial artists, guided by their dedicated master, Shihan Wilfred Mashaya, has stormed the International Combat Organisation (ICO) World Championships in Swansea, Wales, and returned home as heroes. Facing fierce competition from powerhouse nations like the United States, this small but mighty team did not just participate—they dominated. Their collective effort resulted in a historic and breathtaking haul of 43 medals for Zimbabwe, a testament to their hard work and world-class talent. The Medal Tally Speaks Volumes: 🏅 14 Gold Medals 🥈 18 Silver Medals 🥉 11 Bronze Medals “This is a proud moment for Zimbabwe,” said an elated Shihan Mashaya. “The kids worked hard, showed great discipline, and gave their best. I’m so proud of what they achieved.” This journey was about more than just winning. For many of these children, it was their first time traveling outside Zimbabwe, representing the Zimbabwe Martial Arts Kobudo/Weapon Team under the Zimbabwe Karate Union (ZKU) with pride. They competed in intense Traditional, Creative, and Freestyle Weapons events, showcasing a level of expertise that captivated the international stage. The Power of Purpose: Building Strong Children Behind the glittering medals lies a story of profound purpose. For Shihan Mashaya, martial arts is a powerful tool for social change. The months of rigorous training at the Mkushi Training Academy and Aquaview Resort at Lake Chivero were about more than preparation for a tournament; they were a sanctuary. This initiative is a direct and positive response to the scourge of drug and substance abuse plaguing the nation's youth. By instilling discipline, focus, and self-respect, Shihan Mashaya is actively building a generation of strong, resilient leaders. As the saying goes, “It is easier to build strong children than to repair broken men.” These 43 medals are 43 powerful statements against vice and apathy. Celebrating Our Champions: A Breakdown of Excellence Girls' Division Brilliance: · Dean Gwatah: 1 Silver, 3 Bronze · Anenyasha Hove: 4 Bronze · Anotida Hove: 3 Gold, 1 Silver · Thandeka Moyo: 3 Gold, 3 Silver Boys' Division Dominance: · Takudzwa Chizema: 3 Gold, 3 Silver · Wilfred Mashaya Jnr: 1 Gold, 3 Silver · Arnold Mudzengerere: 1 Gold, 2 Silver, 2 Bronze · Brian Mupindu Jnr: 1 Gold, 3 Silver, 2 Bronze Leadership by Example: Leading from the front, Shidoshi Wilfred Mashaya was also crowned Kobudo World Champion, securing 2 Gold and 2 Silver medals in the black belt categories, proving that the master’s skill matches his inspirational leadership.
0:50

OUR HEROES ARE HERE In a stunning display of skill, discipline, and unwavering spirit, a team of eight young Zimbabwean martial artists, guided by their dedicated master, Shihan Wilfred Mashaya, has stormed the International Combat Organisation (ICO) World Championships in Swansea, Wales, and returned home as heroes. Facing fierce competition from powerhouse nations like the United States, this small but mighty team did not just participate—they dominated. Their collective effort resulted in a historic and breathtaking haul of 43 medals for Zimbabwe, a testament to their hard work and world-class talent. The Medal Tally Speaks Volumes: 🏅 14 Gold Medals 🥈 18 Silver Medals 🥉 11 Bronze Medals “This is a proud moment for Zimbabwe,” said an elated Shihan Mashaya. “The kids worked hard, showed great discipline, and gave their best. I’m so proud of what they achieved.” This journey was about more than just winning. For many of these children, it was their first time traveling outside Zimbabwe, representing the Zimbabwe Martial Arts Kobudo/Weapon Team under the Zimbabwe Karate Union (ZKU) with pride. They competed in intense Traditional, Creative, and Freestyle Weapons events, showcasing a level of expertise that captivated the international stage. The Power of Purpose: Building Strong Children Behind the glittering medals lies a story of profound purpose. For Shihan Mashaya, martial arts is a powerful tool for social change. The months of rigorous training at the Mkushi Training Academy and Aquaview Resort at Lake Chivero were about more than preparation for a tournament; they were a sanctuary. This initiative is a direct and positive response to the scourge of drug and substance abuse plaguing the nation's youth. By instilling discipline, focus, and self-respect, Shihan Mashaya is actively building a generation of strong, resilient leaders. As the saying goes, “It is easier to build strong children than to repair broken men.” These 43 medals are 43 powerful statements against vice and apathy. Celebrating Our Champions: A Breakdown of Excellence Girls' Division Brilliance: · Dean Gwatah: 1 Silver, 3 Bronze · Anenyasha Hove: 4 Bronze · Anotida Hove: 3 Gold, 1 Silver · Thandeka Moyo: 3 Gold, 3 Silver Boys' Division Dominance: · Takudzwa Chizema: 3 Gold, 3 Silver · Wilfred Mashaya Jnr: 1 Gold, 3 Silver · Arnold Mudzengerere: 1 Gold, 2 Silver, 2 Bronze · Brian Mupindu Jnr: 1 Gold, 3 Silver, 2 Bronze Leadership by Example: Leading from the front, Shidoshi Wilfred Mashaya was also crowned Kobudo World Champion, securing 2 Gold and 2 Silver medals in the black belt categories, proving that the master’s skill matches his inspirational leadership.

Nick Mangwana

16,580 просмотров • 9 месяцев назад

David Oyelowo for some reason felt the need to do another interview about his 'Lawman:Bass Reeves', I know he's been upset with my tweets about - everything about the show. One thing I criticized him and other foreign black actors who have done this is- when they make or star in projects about Black Americans, they always say "I don't know WHY this story wasn't told before". Steve McQueen said it about 12 yrs/Slave, Cynthia Erivo said it about 'Harriet' and David said it about his Bass Reeves show. So I "kindly" informed him that the reason why stories about Black Americans are rarely if ever told is due to R-A-C-I-S-M against Black Americans. That "thing" your movie or TV show is probably ABOUT. The fact that they either DON'T know that or are insinuating that Black Americans are just TOO LAZY and INCOMPETENT to MAKE MOVIES ABOUT THEIR OWN HISTORY - SO WE AFRICANS HAVE TO DO IT FOR THEM, is OFFENSIVE and PROOF that they have NO BUSINESS TOUCHING OUR STORIES and therefore PREVENTING US from doing so by their actions. Anyway, after I tweeted that, he changed his answers to that question in subsequent interviews. He's doing it again HERE, trying to reinforce that he KNOWS the reason why it took for example The Disruptor💥 to get his Bass Reeves movie made and shown while being blackballed by Hollywood is because of RACISM. One reason WHY black immigrant actors don't want to blame RACISM is because that would invite people to ask WHY THEY didn't seem to have a problem getting movies made about Black Americans when Black Americans so clearly DO. mm
1:55

David Oyelowo for some reason felt the need to do another interview about his 'Lawman:Bass Reeves', I know he's been upset with my tweets about - everything about the show. One thing I criticized him and other foreign black actors who have done this is- when they make or star in projects about Black Americans, they always say "I don't know WHY this story wasn't told before". Steve McQueen said it about 12 yrs/Slave, Cynthia Erivo said it about 'Harriet' and David said it about his Bass Reeves show. So I "kindly" informed him that the reason why stories about Black Americans are rarely if ever told is due to R-A-C-I-S-M against Black Americans. That "thing" your movie or TV show is probably ABOUT. The fact that they either DON'T know that or are insinuating that Black Americans are just TOO LAZY and INCOMPETENT to MAKE MOVIES ABOUT THEIR OWN HISTORY - SO WE AFRICANS HAVE TO DO IT FOR THEM, is OFFENSIVE and PROOF that they have NO BUSINESS TOUCHING OUR STORIES and therefore PREVENTING US from doing so by their actions. Anyway, after I tweeted that, he changed his answers to that question in subsequent interviews. He's doing it again HERE, trying to reinforce that he KNOWS the reason why it took for example The Disruptor💥 to get his Bass Reeves movie made and shown while being blackballed by Hollywood is because of RACISM. One reason WHY black immigrant actors don't want to blame RACISM is because that would invite people to ask WHY THEY didn't seem to have a problem getting movies made about Black Americans when Black Americans so clearly DO. mm

The Movie Monster

16,301 просмотров • 2 лет назад

🚨Dr. Jack Kruse on Sunlight, Spike Protein & The War On Your Frontal Lobes ‘I do want you to get into the COVID issue because we are seeing a lot of people with neurological issues, such as myself. But I’m seeing a lot of people that I am friendly with that are, you know, either my immediate family that are so lost, they’re still getting the jab. It’s, it’s horrendous and it’s really sad. Uh, they have serious like mental health issues. It’s almost like another person. Is this due to like the SV40 or what is going on with what’s the difference?’ Kruse: It’s a different mechanism. The SV40 link, the promoter link, we now know that it changes your DNA. So that’s the link to oncogenesis. That’s the cancer link. But this is what you have to understand about the jab. The jab was engineered to destroy the leptin-melanocortin pathway. Why? You know about spike protein. The spike protein has had the charge changed on it so that it immediately goes to the inner mitochondrial membrane. When it goes to the inner mitochondrial membrane, what does it effectively do for the non-scientists? It’s a short circuit. So if you understand what I just told you before about melanin, the engine, and the exhaust, imagine putting spike protein like in between the outside and the engine, in the engine, and then distally. They can knock it out anywhere because the goal is to stop the flow of electrons through this system. Well, the way it starts on the top, it starts with sunlight. Sunlight powers the electrons that go into your mitochondria. So, in the brain, you need to know about how the leptin-melanocortin pathway works. So, you know that I’m a brain surgeon, so I know a lot about this. In the brain, you have a master clock in your eye a master clock called the SCN. It is connected to the retina. So, where does the leptin-melanocortin pathway begin? It begins in the eye, okay? So, the retina sends this pathway directly to two places. One is the SCN, which is the master clock that controls all circadian biology. If that clock runs slower than all the other clocks distal, you get diseases in the distal organs. That’s really what the disease is. Here’s the key. There’s no synapses in that pathway from the retina to the SCN. There’s another pathway that also has no synapses that very few people talk about. That one goes to the habenular nucleus from the retina. What is the habenular nucleus in the hypothalamus, which is very close to where your pituitary is? It is the relay center to the frontal lobes. The frontal lobes are what make you different than primates. And that’s the reason why they were a target of COVID. That is the reason why behavioral changes have showed up. Remember what I told you about the original story about chromosome 2 folding in on itself. The people that were behind designing all this, they know all this architectural work that was done in the human genome project. They know why these people were interested in. You guys are just finding this out now. But people like me have been warning you about this before it even happened. But you know what the problem is? Just as you said, people thought I was crazy when I was saying all this stuff. Then now, when it comes out, you know, everybody wants to talk to me on their podcast and I’m like, well, look, I’ve already done my job as a doctor. I warned you. I told you exactly what the mechanisms were and why it would happen. And these things are all coordinated to take a human apart from what makes them human. And what makes us human, what’s the ultimate output of chromosome 2? These two frontal lobes. That is the reason why you’re seeing so many behavioral changes and you also need to understand that this is also the target of everything else. Why? Because they know that if they can control the circuits in these frontal lobes, you become a slave. And that’s what they want. Credit to Radiosynthesis ☣️ Pleb Kruse = BTC foundationalist in exile 🟩🔆 and firebreathingrob
4:01

🚨Dr. Jack Kruse on Sunlight, Spike Protein & The War On Your Frontal Lobes ‘I do want you to get into the COVID issue because we are seeing a lot of people with neurological issues, such as myself. But I’m seeing a lot of people that I am friendly with that are, you know, either my immediate family that are so lost, they’re still getting the jab. It’s, it’s horrendous and it’s really sad. Uh, they have serious like mental health issues. It’s almost like another person. Is this due to like the SV40 or what is going on with what’s the difference?’ Kruse: It’s a different mechanism. The SV40 link, the promoter link, we now know that it changes your DNA. So that’s the link to oncogenesis. That’s the cancer link. But this is what you have to understand about the jab. The jab was engineered to destroy the leptin-melanocortin pathway. Why? You know about spike protein. The spike protein has had the charge changed on it so that it immediately goes to the inner mitochondrial membrane. When it goes to the inner mitochondrial membrane, what does it effectively do for the non-scientists? It’s a short circuit. So if you understand what I just told you before about melanin, the engine, and the exhaust, imagine putting spike protein like in between the outside and the engine, in the engine, and then distally. They can knock it out anywhere because the goal is to stop the flow of electrons through this system. Well, the way it starts on the top, it starts with sunlight. Sunlight powers the electrons that go into your mitochondria. So, in the brain, you need to know about how the leptin-melanocortin pathway works. So, you know that I’m a brain surgeon, so I know a lot about this. In the brain, you have a master clock in your eye a master clock called the SCN. It is connected to the retina. So, where does the leptin-melanocortin pathway begin? It begins in the eye, okay? So, the retina sends this pathway directly to two places. One is the SCN, which is the master clock that controls all circadian biology. If that clock runs slower than all the other clocks distal, you get diseases in the distal organs. That’s really what the disease is. Here’s the key. There’s no synapses in that pathway from the retina to the SCN. There’s another pathway that also has no synapses that very few people talk about. That one goes to the habenular nucleus from the retina. What is the habenular nucleus in the hypothalamus, which is very close to where your pituitary is? It is the relay center to the frontal lobes. The frontal lobes are what make you different than primates. And that’s the reason why they were a target of COVID. That is the reason why behavioral changes have showed up. Remember what I told you about the original story about chromosome 2 folding in on itself. The people that were behind designing all this, they know all this architectural work that was done in the human genome project. They know why these people were interested in. You guys are just finding this out now. But people like me have been warning you about this before it even happened. But you know what the problem is? Just as you said, people thought I was crazy when I was saying all this stuff. Then now, when it comes out, you know, everybody wants to talk to me on their podcast and I’m like, well, look, I’ve already done my job as a doctor. I warned you. I told you exactly what the mechanisms were and why it would happen. And these things are all coordinated to take a human apart from what makes them human. And what makes us human, what’s the ultimate output of chromosome 2? These two frontal lobes. That is the reason why you’re seeing so many behavioral changes and you also need to understand that this is also the target of everything else. Why? Because they know that if they can control the circuits in these frontal lobes, you become a slave. And that’s what they want. Credit to Radiosynthesis ☣️ Pleb Kruse = BTC foundationalist in exile 🟩🔆 and firebreathingrob

Kenny Carmody

11,656 просмотров • 3 месяцев назад

🇮🇹 The Venetian Takeover of England: A 200-Year Project 🧵 Gerald Rose delivered this presentation at a Schiller Institute conference in 1994. It is the origin story they never taught you. Before the “British” Empire, there was an older, subtler cancer: the Venetian Republic. After nearly being destroyed in 1509, it spent 200 years executing a silent coup of the English mind. It weaponized philosophy, corrupted religion, and recruited elites to create its greatest geopolitical shell. PART 1: VENICE’S NEAR-DEATH & ARISTOTLE’S WEAPON The year is 1509. The League of Cambrai, representing the total combined power of Western Europe, is called upon by the papacy to crush Venice. At the Battle of Agnadello, the Venetian forces are completely destroyed. France is poised to invade the very islands that comprise Venice to deliver the coup de grâce. The papacy relents. They fear a war that will be fought on Italian soils by foreign troops. Several times before, such troops had seized part of Italy. In a series of diplomatic maneuvers, the alliance falls apart, and miraculously Venice is saved. Venice—which worked with the Turks to create a republic of usury and slavery. Venice—whose banking houses of Bardi and Peruzzi brought the Black Death, which depopulated two-thirds of Europe. Venice—the slave traders of Europe—so close to being destroyed, survived. Its survival would now wreak havoc on Western civilization. Modern history commences with Nicholas of Cusa and the Italian Renaissance that Cusa and his collaborators inspired. It was Cusa, with the help of Pius II, that created the basis for war on the pagan idea of man as a beast and to defend the concept of man as Imago Dei and Capax Dei. It was the power of these ideas which caused the greatest increase in human population in the history of man. This idea of the power of hypothesis and its relationship to transforming nature proved conclusively that man was fundamentally different from the beast and, as such, could not be used as a slave. Venice reacted wildly against the ascendancy of this idea. With the papacy under the firm grip of Pius II and Cusa, Venice launched a war to destroy Christianity. The figure of Gasparo Contarini is the key one for Venice in their war. Contarini was trained at Padua University. He was the son of one of the oldest families in Venice. It was said of him that he was so versed in Aristotle that if all of Aristotle were lost, he could reproduce it in its entirety. He learned his Aristotle in Padua under the direction of Pietro Pomponazzi. Every Venetian oligarchical family sent their children to Padua University to become trained as Aristotelians. To understand Venice, you must understand Aristotle. He is pure evil and has been so since the time he wrote his diatribe against the method of Plato approximately 2,300 years ago. Since Aristotle is almost unreadable, you must ask the question: what is it about Aristotle that has made his writing so influential in Western civilization? Aristotle is a thoroughgoing defense of oligarchical society. In his Politics, Aristotle is most explicit. His theory of the purpose of politics is to maintain inequality. The state must carry on this “natural” idea and maintain it. The very basis for Aristotle’s politics is the maintenance of the master–slave relationship, because it is, as he asserts, most natural: “That one should command and another obey is both necessary and expedient. Indeed, some things are so divided right from birth, some to rule, some to be ruled. It is clear then that by nature some are free and others are slaves, and that for these it is both just and expedient that they should serve as slaves.”
23:02

🇮🇹 The Venetian Takeover of England: A 200-Year Project 🧵 Gerald Rose delivered this presentation at a Schiller Institute conference in 1994. It is the origin story they never taught you. Before the “British” Empire, there was an older, subtler cancer: the Venetian Republic. After nearly being destroyed in 1509, it spent 200 years executing a silent coup of the English mind. It weaponized philosophy, corrupted religion, and recruited elites to create its greatest geopolitical shell. PART 1: VENICE’S NEAR-DEATH & ARISTOTLE’S WEAPON The year is 1509. The League of Cambrai, representing the total combined power of Western Europe, is called upon by the papacy to crush Venice. At the Battle of Agnadello, the Venetian forces are completely destroyed. France is poised to invade the very islands that comprise Venice to deliver the coup de grâce. The papacy relents. They fear a war that will be fought on Italian soils by foreign troops. Several times before, such troops had seized part of Italy. In a series of diplomatic maneuvers, the alliance falls apart, and miraculously Venice is saved. Venice—which worked with the Turks to create a republic of usury and slavery. Venice—whose banking houses of Bardi and Peruzzi brought the Black Death, which depopulated two-thirds of Europe. Venice—the slave traders of Europe—so close to being destroyed, survived. Its survival would now wreak havoc on Western civilization. Modern history commences with Nicholas of Cusa and the Italian Renaissance that Cusa and his collaborators inspired. It was Cusa, with the help of Pius II, that created the basis for war on the pagan idea of man as a beast and to defend the concept of man as Imago Dei and Capax Dei. It was the power of these ideas which caused the greatest increase in human population in the history of man. This idea of the power of hypothesis and its relationship to transforming nature proved conclusively that man was fundamentally different from the beast and, as such, could not be used as a slave. Venice reacted wildly against the ascendancy of this idea. With the papacy under the firm grip of Pius II and Cusa, Venice launched a war to destroy Christianity. The figure of Gasparo Contarini is the key one for Venice in their war. Contarini was trained at Padua University. He was the son of one of the oldest families in Venice. It was said of him that he was so versed in Aristotle that if all of Aristotle were lost, he could reproduce it in its entirety. He learned his Aristotle in Padua under the direction of Pietro Pomponazzi. Every Venetian oligarchical family sent their children to Padua University to become trained as Aristotelians. To understand Venice, you must understand Aristotle. He is pure evil and has been so since the time he wrote his diatribe against the method of Plato approximately 2,300 years ago. Since Aristotle is almost unreadable, you must ask the question: what is it about Aristotle that has made his writing so influential in Western civilization? Aristotle is a thoroughgoing defense of oligarchical society. In his Politics, Aristotle is most explicit. His theory of the purpose of politics is to maintain inequality. The state must carry on this “natural” idea and maintain it. The very basis for Aristotle’s politics is the maintenance of the master–slave relationship, because it is, as he asserts, most natural: “That one should command and another obey is both necessary and expedient. Indeed, some things are so divided right from birth, some to rule, some to be ruled. It is clear then that by nature some are free and others are slaves, and that for these it is both just and expedient that they should serve as slaves.”

🅰pocalypsis 🅰pocalypseos 🇷🇺 🇨🇳 🅉

31,181 просмотров • 7 месяцев назад

Surprising progress from ~3 months of teaching the 8yo to do "keepy uppy" with a soccer ball. Some lessons learned... First, this skill is embedded in a larger goal that he cares about. He wants to be a better footballer (I hate calling it "soccer", which comes from a contraction of "association" 🤮). This means there is some baseline motivation. This helps you get through the times it sucks to practice. And by the way... It's ok if it sucks (just not too much). What you don't see here is him failing 1,000 times and rage quitting. Probably 1/3 of the sessions involve tears. But you get the biggest gains when you're in your "zone of proximal development" -- the place where it's not too hard, not too easy. It took a lot of cajoling to get him through the early sessions when there wasn't much progress yet. It has to be his choice. When he gets upset, I don't force him. I just ask him if he wants to quit. He never does. I think if I forced him to stick with it, he would be less motivated. By asking him to step outside his momentary frustration and make the decision to quit or not, I think I'm helping him have the space to think about how this connects to his larger goal. But I don't really know. Human motivation is mysterious. Long consistency + intensity, short duration. We do 15 minutes a day, every day. First thing in the morning. I believe duration of training is overrated. In school for example, I think we could get more learning in 30 intense minutes per day than we get in 6 hours a day plus homework now. It takes more effort to do 15 minutes of keepy uppy than it takes to do 2 hours of team practice. And I bet the payoff is higher. Same applies to learning anything. Encouragement is underrated. I watch him while I exercise and drink my coffee. I say "beautiful" even when he messes it up (I got that from Richard Williams, Venus and Serena's dad). I celebrate his PRs. I take videos and I chart his daily progress so he can see the wins. Three months ago he could get 3 at his max, now his average is over 30. Seeing this progress over time has made it easier for him to show up and do the work every day. One focus at a time. We interleave other soccer skills (like shooting and dribbling), but tend to hyper focus on one area at a time so that we see fast progress. We use the same principle in our homeschooling. We are always working on a few things at once, but there is only one priority at a time. Start easy to build momentum. When you start your kids on a skill, you just want to be able to get *any* success at all. Don't be afraid to make it so easy it almost doesn't seem like the same skill. When we started I had him let the ball bounce between each kick. If I didn't do that it would have been so much harder for him to do keep uppy that he might have just quit. You want kids to get momentum in any skill, and you shouldn't be afraid to make the first steps so easy it almost doesn't seem like even the same skill. Focus on fundamentals. You might ask if keepy uppy is even important, since the real game is played mostly on the ground. The reason is found in the slight shuffling of his feet between each hit. In the real game, the quality of your control touch, shooting, and dribbling primarily comes down to these micro foot movements and how they position your body for balance. Keepy uppy trains the nervous system to a level of precision that is otherwise hard to attain. For education, the analogy is probably to something like reading. Reading is fundamental and makes you better at learning everything else, even if what you're reading about is unrelated to what you'll learn later. Students today would probably be better off just reading more vs. doing most of what passes today for "education." Beware of thresholds. The best people at keep uppy are not pro footballers. Every skill has a threshold where getting better at it confers little extra benefit. In education, I think the most obvious example is math. Everyone needs to master some fundmentals, but beyond it's rare to become more successful by getting better at math. Your effort is better spent on some complementary skill where you are weaker. Dress for success. Just kidding. I don't know why he's dressed like a ninja. That's all for now. Would love to hear how you guys think about building skills in the comments. 🙏
0:27

Surprising progress from ~3 months of teaching the 8yo to do "keepy uppy" with a soccer ball. Some lessons learned... First, this skill is embedded in a larger goal that he cares about. He wants to be a better footballer (I hate calling it "soccer", which comes from a contraction of "association" 🤮). This means there is some baseline motivation. This helps you get through the times it sucks to practice. And by the way... It's ok if it sucks (just not too much). What you don't see here is him failing 1,000 times and rage quitting. Probably 1/3 of the sessions involve tears. But you get the biggest gains when you're in your "zone of proximal development" -- the place where it's not too hard, not too easy. It took a lot of cajoling to get him through the early sessions when there wasn't much progress yet. It has to be his choice. When he gets upset, I don't force him. I just ask him if he wants to quit. He never does. I think if I forced him to stick with it, he would be less motivated. By asking him to step outside his momentary frustration and make the decision to quit or not, I think I'm helping him have the space to think about how this connects to his larger goal. But I don't really know. Human motivation is mysterious. Long consistency + intensity, short duration. We do 15 minutes a day, every day. First thing in the morning. I believe duration of training is overrated. In school for example, I think we could get more learning in 30 intense minutes per day than we get in 6 hours a day plus homework now. It takes more effort to do 15 minutes of keepy uppy than it takes to do 2 hours of team practice. And I bet the payoff is higher. Same applies to learning anything. Encouragement is underrated. I watch him while I exercise and drink my coffee. I say "beautiful" even when he messes it up (I got that from Richard Williams, Venus and Serena's dad). I celebrate his PRs. I take videos and I chart his daily progress so he can see the wins. Three months ago he could get 3 at his max, now his average is over 30. Seeing this progress over time has made it easier for him to show up and do the work every day. One focus at a time. We interleave other soccer skills (like shooting and dribbling), but tend to hyper focus on one area at a time so that we see fast progress. We use the same principle in our homeschooling. We are always working on a few things at once, but there is only one priority at a time. Start easy to build momentum. When you start your kids on a skill, you just want to be able to get *any* success at all. Don't be afraid to make it so easy it almost doesn't seem like the same skill. When we started I had him let the ball bounce between each kick. If I didn't do that it would have been so much harder for him to do keep uppy that he might have just quit. You want kids to get momentum in any skill, and you shouldn't be afraid to make the first steps so easy it almost doesn't seem like even the same skill. Focus on fundamentals. You might ask if keepy uppy is even important, since the real game is played mostly on the ground. The reason is found in the slight shuffling of his feet between each hit. In the real game, the quality of your control touch, shooting, and dribbling primarily comes down to these micro foot movements and how they position your body for balance. Keepy uppy trains the nervous system to a level of precision that is otherwise hard to attain. For education, the analogy is probably to something like reading. Reading is fundamental and makes you better at learning everything else, even if what you're reading about is unrelated to what you'll learn later. Students today would probably be better off just reading more vs. doing most of what passes today for "education." Beware of thresholds. The best people at keep uppy are not pro footballers. Every skill has a threshold where getting better at it confers little extra benefit. In education, I think the most obvious example is math. Everyone needs to master some fundmentals, but beyond it's rare to become more successful by getting better at math. Your effort is better spent on some complementary skill where you are weaker. Dress for success. Just kidding. I don't know why he's dressed like a ninja. That's all for now. Would love to hear how you guys think about building skills in the comments. 🙏

Chrisman

80,718 просмотров • 2 лет назад

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!
13:03

$AMD is easily a $1,200 stock IMO| CPUs TAM 🧵 Not Financial Advice! DYOR! In this thread, I want to discuss the actual TAM for CPUs data center for just 2026, where many are giving different ranges, where I don't agree with. I will explain in detail why I disagree with these research firms and financial analysts using Math. And this thread should not be treated as Financial Advice. I'm just explaining my research and thought process so we can have a discussion. In 2024/2025, I gave out $620 PT for FY2026 was too conservative for AMD potential. At the time, It was early and many were just laughing, that PT was unrealistic and the AI world is run on GPUs only. Today, most of these folks are laughing with me. That is ok, I dont offer financial advice, and I do not need everyone to agree with me. I respect other opinions. If you enjoy this kind of thread, slap the like/repost/bookmark. If you want to support my work further and gain more in-depth analysis, consider subscribe! In early 2026, hyperscalers, enterprises, and OEMs are scrambling as Intel and AMD server CPUs are largely sold out for the year, with prices jumping 10–20% and lead times stretching from weeks to months (or longer for certain SKUs). What was once a GPU dominated story has flipped: the shift to explosive Agentic AI with its multi-step reasoning loops, tool calling, multi-agent orchestration, real-time data movement, and reinforcement learning, is dramatically tightening CPU:GPU ratios from the old training-era 1:4–8 all the way to 1:1 to 5:1 or even CPU-heavy configurations. CEOs across NVIDIA, AMD, Intel, Google, Meta, Microsoft, and public companies have been sounding the alarm on CNBC, Bloomberg, and earnings calls. CPUs are “cool again,” and in many agentic deployments they are becoming the new bottleneck alongside (or even ahead of) GPUs and custom ASICs. In 2025, roughly 12-15m AI GPUs + AI ASICs GPUs shipped, and is expect to be 15-20m units by 2026, where it suggesting Training demand is not going away. The actual TAM is structural, multiplicative demand that has already forced AMD to double its long-term server CPU TAM forecast to >$120 billion by 2030 (>35% CAGR), with Dr. Lisa Su noting Q2 2026 server CPU sales expected to surge 70%+ year-over-year and demand “far exceeding expectations.” At the same time, AMD’s secured 30–40% share of TSMC’s initial 2nm capacity (behind only Apple’s >50%) positions it to ramp Zen 6-based EPYC Venice exactly when this agentic wave hits hardest but even that aggressive five-fab 2nm expansion (with plans scaling toward 11 total advanced facilities) cannot instantly close the gap in the near-term. Supply constraints on wafers, advanced packaging, and power are compounding the squeeze, just as hyperscalers forward-buy and lock in long-term deals. 1. The actual potential TAM Various sources and institutions are giving $50-$160-$200B CPUs TAM toward 2030, and i disagree, where supply is severely behind vs Demand by at least 2-3 years or even longer by some estimates. The actual TAM will probably be 15-20m for FY2026. The typical average selling price from low to high end is $5,000 to $15,000, but due to rising memory, and different inflationary pressures on Semi, it would be more logical to think between $7,000-17,000. A. CPU:GPU Ratio at 1:1 A basic calucation at mid range =12,000 x 15-20m CPUs= $180-$240B TAM B. CPU:GPU Ratio at 5:1 = $12,000 x 75m-100m CPUs= $900B-$1.2T TAM Of course TSMC cannot even supply 20% of this massive inflection TAM in 2026. But do we think of Demand for TAM or Supply for TAM? Hence we are seeing massive 2nm Ramp from TSMC for $AMD. IMO, conservatively, I would take down 15-20% on 1:1 or $135-$192B TAM for just 2026. Im not even talking about 2030. We are just months into this, it is impossible to estimate Cagr atm, but this is 1-5 agents running tasks, I wrote a thread on 24/7 autonomous agents thread, where companies could use 50-250 agents to run tasks for them 24/7. It would require a different structural CPU:GPU to bring down the cost of token as well as handling the Orchestration bottleneck. GPUs would be useless and sit idle waiting for CPU due to highly CPU-intensive nature. The cost per Million tokens must come down more rapidly for this 50-250 autonomous agents to work, otherwise the token cost would be too enormous. Helios Rack is estimated to bring inference cost down to $0.0003-$0.0005/M tokens with 18 EPYC Venices along with 72 MI455x and other chips+ Components. A heavier or CPUs dense rack would bring down inference cost further. EPYC Verano(2027 gen 7 AI-optimized) is expected to drive inference costs meaningfully lower than the Venice baseline likely to the $0.00002–$0.00025 per million tokens range (or even sub-$0.00015 in highly optimized agentic/batch workloads). Verano have higher core counts than Venice, LPDDR5X SOCAMM2 memory support, more AI optimized and Next-Gen rack density & efficiency. 2. $AMD secured at least 30-40% of TSMC 2nm capacity and Memory from Samsung through 2028-2030. 2 2nm fabs are entering ramping phase toward 60-65k wafers per months and 5 dedicated 2nm fabs entering mass production/ramp in 2026. Will link sub threads below if you are interest for full detail. Apple is reported to secure 50%+ 2nm capacity for Iphone 18 and Mac chips and AMD secured at least 30-40% capacity while $NVDA $AVGO $ARM $AMZN $GOOGL and others are on 3nm. This broader aggressive ramp from TSMC to target up to 11 fabs is to address $AMD massive growth ahead. Where $ARM is facing massive CPUs supply constraints as they have to compete with other Mega Cap players on 3nm allocation. And $INTC is also facing supply constraints for data center CPUs and PC per management with lead times extrended to longer than 12 weeks. Dr. Su is aiming for higher than 50%+ Market share, and I believe it is achievable in 2026 or 2027 as AMD has the strongest CPUs offerings. Dr. Su did not want to take advantage of the shortage and she said during the Q1 earning call, AMD is prioritizing Units shipped while guiding margin to be inching 60%. If Jensen were in charge, I'm sure margin would be 70-75% in this kind of severe CPUs shortage condition. But that is not how Dr. Su operates for more than a decade. She wants most market share. So we will see it in revenue growth, but as TSMC ramps faster and faster, AMD Operating and FCF margin will massively improve vs prior decade. A significantly higher margin profile than before. 3. How I came up with $1,200 withint 12-18 months? At $1,200/ share, that would be around $2 Trillion MC. I expect FY2027 revenue to be $124-$144B where data center revenue dominates overall revenue. AI GPUs: I will stick to the lowest end so show u that I'm conservative at $18B for each GW vs $NVDA Rubin is $30B+ (most likely Helios Rack in the $20B+ due to memory price rising). We know deals with OpenAI and Meta are around 12GW and additional multi-customers at multi-GW scale were hinted and will be revealed as we get to July 22-23 2026 Advancing AI event. For now I will conservatively add a bit more to this model. (3-6GW Helios Rack Range) EPYC Venice is reported to be in $15,000-$20,000. However large customers will likely to enjoy $10-$12k discount. I expect AMD to be able to ramp 7m EPYC Venice for entire 2026 and 3-4m of EPYC Verano(higher price than Venice). If we take an average selling price of $10,000 to be on the conservative side. Take down another 30% to be even more conservative on projection. I like to be conservative. That would be ~ 7m EPYC CPUs(Venice + Verano) for FY2027 or 583,000 units per month or 15,000 additional 2nm wafers per month which is completely reasonable for current TSMC Ramp, and I may be too conservative here. EPYC Verano and MI500 series will also be on 2nm. AI GPUs: 3GW x $18B= $54B EPYC CPUs: $10k x 7m CPUs= $70B = Data center revenue alone is $124B Other segments= probably in the $20-$25B FY 2027. FY2027 revenue = $124-$149B At 7m EPYC CPUs for entire 2027, that would be more than 50% market share when we comp it to availability from supply side, not from total Demand. It is possible that TSMC could significantly ramp even more capacity in 2027, so we will see. Metric Q1 2026 FY2027 Gross Margin 55-56% 60-62% Operating Margin 25-26% 32-35% Net Income Margin ~22% 26-30% FCF Margin 25% 28-30% At $124-$149B Revenue FY 2027 Net Income would be $32-$44B EPS would be $20-$27 (GAAP) Non-GAAP would be $25-$31 At $1,200 a share or $2T valuation that would be: 13.4-16x Price to Sales (P/S) 38-48 P/E At this kind of growth of AI SuperCycle, I think it is very reasonable valuation. If we use today at $406/share or $661B MC: 2027 P/S = 4.4x-5.3x 2027 P/E = 13x-16x Is AMD today expensive or cheap to you? Above is already a very conservative where I trimmed 20-30% of doable units. Meaning, there could be upside if TSMC is able to ramp meaningfully like they are planning. Conclusion: A $1,200 per share valuation IMO for AMD in FY2027 is not expensive at all; it is, in fact, conservative when viewed against the structural explosion in agentic AI demand we have mapped out. With server CPU TAM potentially scaling into the $100–$200B+ range in just CPU:GPU 1:1 Ratio for just 2026. AMD positioned to capture 50%+ share thanks to its 2nm TSMC allocation advantage and full-stack leadership, the company could realistically deliver $124–149B in total revenue and $25–$31+ non-GAAP EPS. At those levels, $1,200 implies a 2027 P/E = 13x-16x. Entirely reasonable for a company that will have become the clear Inference Queen (and in many workloads the preferred) AI infrastructure provider, with operating margins expanding above 30% and tens of billions in high-margin rack-scale AI revenue. Dr. Lisa Su was right presciently so about the Agentic AI inflection all the way back to her early 2022–2023 commentary on the coming shift from pure training to inference and orchestration-heavy workloads. While the broader market only fully woke up to this in 2026 when she doubled AMD’s long-term server CPU TAM forecast to >$120B by 2030 (with >35% CAGR), Dr. Su and her team have consistently positioned the company at the center of the CPU renaissance. The explosive demand we are seeing today, sold-out lines, rising ASPs, and hyperscalers forward-buying entire gigawatts of Helios-class systems is exactly the outcome she forecasted years ago. Not Financial Advice! DYOR!

Mike

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