memebros

Haha

[memebros @Awps1mplehaha]

@jarvis11x

[memebros @Awps1mplehaha]

@0xlangeai

[memebros @Awps1mplehaha]

@jinglian Welcome everyone to use!

[memebros @Awps1mplehaha]

@MattPRD @Muse Yes plz

[memebros @Awps1mplehaha]

@elonmusk @aaronburnett @bot Grok bot app don’t work despite linking with supergrok. Plz help🙏🏿🙏🏿

[memebros @Awps1mplehaha]

@bot Cannot access grok despite subscription, plz fix plz

[memebros @Awps1mplehaha]

@tibor_tee @bot Just ended my ChatGPT subs, want to give grok bot a go!

[Sean Sharpe @BornInvestor]

$SKHY
Q2 FY2026 Results
🔹 Revenue: ₩79.3187T / $54.56B (Est. ₩84.0T; range ₩80.9–84.1T) 🔴; +257% YoY, +51% QoQ
🔹 Operating Profit: ₩60.5426T / $41.65B (Est. ₩64.0T) 🔴; +557% YoY, +61% QoQ
🔹 Operating Margin: 76.3% (Est. ~76.2%) ⚪; +35 pp YoY, +4 pp QoQ
🔹 Net Profit: ₩93.9226T / $64.61B; +1,242% YoY, +133% QoQ — net margin 118%
🔹 GAAP/adjusted EPS: not disclosed in the release — no estimate comparison possible
🔹 H1 2026 Revenue: ₩131.9T — first half above ₩100T in company history

Sector KPIs
🔹 DRAM ASP: +~30% QoQ
🔹 NAND ASP: +mid-50% QoQ
🔹 HBM4: mass shipments began in Q2; ramp scheduled 2H26
🔹 321-layer NAND: largest share of total production; target ~50% of domestic capacity by year-end

2026 Market Outlook
🔹 DRAM demand growth: +mid-20% YoY
🔹 NAND demand growth: +high-teens% YoY

🔹 Long-Term Agreements finalised with ~10 customers, including key strategic partners
🔹 M15X mass-production schedule accelerated; Yongin Phase 1 cleanroom targeted early 2027
🔹 P&T7 advanced packaging facility, M17 NAND base, new cluster — phased execution

[memebros @Awps1mplehaha]

@Uber_Support Thx . Please check your DM

[memebros @Awps1mplehaha]

@Uber

Charged $144 for a $140 trip when requested 15% off. ZERO tunnel tolls. In-app AI support is useless and blocking me. Need a human manager to resolve this overcharge immediately.
Completely disappointed and unacceptable

[Elon Musk @elonmusk]

Grok video generation will improve super fast over the coming weeks & months

[TraderLion @TraderLion]

🚨 The #TradersHandbook launches in 7 Days!

To celebrate, we’re giving away a signed copy from @RichardMoglen , @ameetrai , @rosshaber, and @nickschmidt this Sunday!

To Enter

🔁 Retweet this post
💬 Reply “Trader’s Handbook”

Order your copy 👉 https://t.co/tFOFGkHyDm

[memebros @Awps1mplehaha]

@traderlion @RichardMoglen @ameetrai @rosshaber @nickschmidt Trader’s Handbook

[Manish Kumar @manishkhosiya]

𝟖. 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐌𝐨𝐝𝐞𝐫𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐞

Topics:

• Valuation of fixed income securities and common stocks

• Risk analysis, APT, Efficient Market Hypothesis

• Introduction to corporate finance and capital budgeting and more

🔗 https://t.co/r4Pho7vTf9

[Chamath Palihapitiya @chamath]

I’ve observed a few hi stakes negotiations over the years and one tactic I’ve seen work well over and over is when you find the leverage to bring your opponent to the edge of the cliff, hold them over the cliff so they see the abyss and threaten to push them off.

Turns out when you then don’t push them, but back off, they often develop Stockholm syndrome and give you more than you would have otherwise because they are thankful for the reprieve.

I don’t know that this is the plan here but the conditions for that are the same.

75 countries are on a 90 day shot clock to get a grand bargain done. Based on what I’ve heard from some of them, they are thankful for a chance to egress off the tariff highway and find a new normal - even if that’s much worse for them than what it was previously.

[Ray Dalio @RayDalio]

https://t.co/3axXP2mPHg

[Chamath Palihapitiya @chamath]

Short Dive: The Trump Administration's Fiscal Strategy

Last week, I was at the White House and met with President Trump, Elon, as well as Scott Bessent, Howard Lutnick, and other members of the administration.

It was a whirlwind few days, I left D.C. feeling hopeful about where America is going and that America is in good hands.

The team and I put together this 'Short Dive', as an exercise to document and organize everything I learned during the trip, to spend time with the claims step-by-step, and to review the data associated with these claims.

[Balaji @balajis]

AI OVERPRODUCTION

China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation.

Why? I’m just inferring this from public statements, but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically, they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it, optimize it, scale it, then wreck the Western original with low prices.

I don’t know if they’ll succeed.
But here’s the logic:

(1) First, China noticed that DeepSeek’s release temporarily knocked ~$1T off US tech market caps.

(2) Second, China’s core competency is exporting physical widgets, more than it is software.

(3) Third, China’s other core competency is exporting things at such massive scale that all foreign producers are bankrupted and they win the market. See what they’re doing to German and Japanese cars, for example.

(4) Fourth, China is well aware that it lacks global prestige as it’s historically been a copycat. With DeepSeek, becoming #1 in AI is now something they actually consider possibly achievable, and a matter of national pride.

(5) Fifth, DeepSeek has gone viral in China and its open source nature means that everyone can rapidly integrate it, down to the level of local officials and obscure companies. And they are doing so, and posting the results for praise on WeChat.

(6) Finally, while DeepSeek was obscure before recent events, it’s now a household name, and the founder (Liang Wengfeng) has met both with Xi but also the #2 in China, Li Qiang. They likely have unlimited resources now.

So, if you put all that together, China thinks it has an opportunity to hit US tech companies, boost its prestige, help its internal economy, and take the margins out of AI software globally (at least at the model level).

They will instead make their money by selling inexpensive AI-enabled hardware of increasing quality, from smart homes and self-driving cars to consumer drones and robot dogs.

Basically, China is trying to do to AI what they always do: study, copy, optimize, and then bankrupt everyone with low prices and enormous scale.

I don’t know if they’ll succeed at the app layer. But it could be hard for closed-source AI model developers to recoup the high fixed costs associated with training state-of-the-art models when great open source models are available.

Last, I agree it’s surprising that the country of the Great Firewall is suddenly the country of open source AI. But it is consistent in a different way, which is that China is just focused on doing whatever it takes to win — even to the point of copying partially-abandoned Western values like open source, which seemed like the hardest thing to adopt.

On that point: they did build censorship into the released DeepSeek AI models, but in a manner that’s easily circumvented outside China. So, you might conclude they don’t really care what non-Chinese people are saying outside China in other languages, so long as this doesn’t “interfere with China’s internal affairs.”

Anyway —this is an area I’ve been watching, and my reluctant conclusion is that China is getting better at software faster than the West is getting better at hardware.

[memebros @Awps1mplehaha]

@Jake__Wujastyk China is like a catch up play in the sense for what happen to US stocks in the last years where big tech companies pumping up the cap-ex and the market shows great interest in those big techs.

[Mike Lee @BasedMikeLee]

Please share if you support @DOGE