Damian Sowers

Founder & CTO @levelframes

[Damian Sowers @3solarmasses]

@alexisohanian Some @levelframes would look good on those walls 😉

[Damian Sowers @3solarmasses]

Hope this is useful for people as an investment research tool. I wanted to get my mind around this whole sector.

Full supply chain can be found here: https://t.co/1drjmsfPio

[Damian Sowers @3solarmasses]

I mapped every stage of the AI hardware supply chain. 13 stages. 63 subsystems. 300+ companies.

Over $600B will flow through this supply chain in 2026 alone. 🧵

[Damian Sowers @3solarmasses]

Everyone talks about NVIDIA and ASML. Nobody talks about:

- Lasertec ($LSRCY). 100% monopoly on actinic EUV mask inspection.
- Axcelis Technologies ($ACLS). The #2 ion implant equipment maker and actively gaining share from Applied Materials.
- Disco. Cuts and grinds every advanced chip wafer (~50% share).
- ACM Research ($ACMR). Fastest growing cleaning equipment vendor.
- FormFactor ($FORM). Critical for wafer-level testing.
- nVent Electric ($NVT). Smaller than Vertiv and Schneider in thermal management but more focused.

More picks here: https://t.co/EIohjJby74

[Paul Graham @paulg]

A retired Minneapolis couple who had guns pointed at them by ICE in a church parking lot.

"They were obviously not trained at all. I've known many police officers in my life. These people were right off the streets."

"They had the professional demeanor of criminals."

[Damian Sowers @3solarmasses]

AI creates more work for programmers, not less in my experience. (and I'm a heavy cursor user)

It massively leverages a person's time & abilities, but also expands the scope/amount of projects.

[Damian Sowers @3solarmasses]

China bans Nvidia is the new China bans Bitcoin

[Damian Sowers @3solarmasses]

Using AI to create minimal testbeds for emergent gauge phenomena. Made this little cellular automata with simple XOR bit flipping rules.

[Damian Sowers @3solarmasses]

@fundstrat @lydiamoynihan @_NYNext @nypost @fs_insight @FundstratCap @BitMNR The new oil men. The west is untapped. The fuel is $ETH

[Level Frames @levelframes]

Go Wall Out is LIVE 🙌

Enjoy 15% off your entire order when framing 3+ items. Time to brighten up walls with framed photos, artwork, collages, albums, pet portraits and more!

✨ https://t.co/Wmq9lyHiRh

[David Hoang @davidhoang]

Millennials were built for Agent Orchestration.

[Damian Sowers @3solarmasses]

Just shipped this. Restyle your photos with AI. https://t.co/qVuB8gpGOe

[Garry Tan @garrytan]

It’s unbelievable we can zap rocks with electricity and get intelligence about anything anytime now.

All these things that we used to say “too expensive”, “not possible” or “who the heck would want to do that” can now be done

There are huge classes of new products to be built

[Damian Sowers @3solarmasses]

and 3 sheep for 2 lumber

[*Walter Bloomberg @DeItaone]

🚨 INDIA PREPARED TO OFFER U.S. 'FORWARD MOST-FAVOURED-NATION' CLAUSE AS SWEETENER IN TRADE TALKS, SOURCES SAY

[kchoudhu @kchoudhu]

You cannot bolt seriousness on to a foundation of clownworld policy aesthetics.

[Mike Bird @Birdyword]

Stocks down, yields up, dollar down, again! Great news, if you hate yourself and everyone else

[Damian Sowers @3solarmasses]

The S&P has been transformed into a shitcoin casino. People are delusional if they think this break in trust won't have lasting implications.

[Garry Kasparov @Kasparov63]

The humiliation of loyalists is a time-honored autocratic tradition.

[Damian Sowers @3solarmasses]

One of the many reasons why I diversified a portion of liquidity into foreign currencies. Something is screwy when both the bond market and USD decline during equities drawdown

[Baufinanciaphaster 👹 @bauhiniacapital]

In Japan, in the early-mid 90s one often heard the term "トリプル安" ("triple yasu") which meant when yen, the nikkei, and JGBs all fell on the day.

It was a sign of "decline of Japan in the world."

Interestingly, the Nikkei used that reference for the US today.