Bamenda💹🧲

MEME is the way RUNES is the future and AI Agent will control the world

[駿HaYaO @QQ_Timmy]

NVIDIA（ $NVDA）Rubin 高速基板分配的產業現況檢視

外界傳出樹脂配方微調和配方修正的傳言，但這些說法忽略了硬體的大方向：

1、台光電（Elite Material, https://t.co/BbvqWDNZFH）擴大市占已是必然：
台光電每批產品之間的一致性更好，產線良率也穩定，這在業界是公開的秘密。Rubin 把訊號裕度推到理論極限，這種旗艦平台自然會選擇風險最低的基板，所以初期的出貨高峰會由台光電拿下。

2、生益科技（Shengyi Technology, https://t.co/ir7Lj7RIne）會回來：
在最先進的世代，配方出狀況本來就很常見。等配方調整通過產線調校，生益靠著規模和成本優勢，會重新回到供應名單。

3、上游瓶頸法則：
從特殊玻纖布到超低輪廓銅箔，上游的瓶頸都比下游加工緊得多。在材料結構性短缺的時代，雲端大廠承擔不起把一家既有的量產主力供應商晾在一邊。

分配比例的變動是週期性的，但產業鏈採用雙重供應來源會是長期常態。

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

投资大师斯坦利·德鲁肯米勒：买股票，我只看三个条件。

这位传奇投资人分享了自己年轻时学到的投资原则：

1. 基本面和技术面必须同时优秀。 无论公司多好，只要基本面或走势图有一项不过关，就坚决不买。

2. 永远不要只盯着当下。 “这是亏钱的好办法。”真正重要的是预测未来 12～18 个月的世界会发生什么变化。

3. 警惕当下最热门的资产。 当所有人都看好、都已经买入时，未来的变化可能让你付出惨痛代价。

[Fernando Cao @thefernandocz]

Andrew Huberman has followed the same workout plan for 35 years. He says the reason he has never had a major injury is what he didn't do.

On @a16z's podcast, @daisydwolf got the whole plan out of @hubermanlab:

"Three days a week lifting weights, two to three days a week doing some sort of quote-unquote cardio."

The cardio takes minutes. Pick a rower, an Airdyne bike or running, anything you can push close to max effort without hurting yourself, then:

"Warm up for a minute, pedal easy in my case, then go 20 seconds, all out effort, 10 seconds rest. Repeat that eight times. You're done."

The injury rule: "I never hopped on someone else's workout just because I was challenged. That's how you hurt yourself."

He also drops what doesn't suit him: "Cycling doesn't feel good to me. Running and the Airdyne bike do."

Later in the episode he walks through the rest of his week:
→ Day one is legs, about an hour, the hardest session of the week
→ If he could only train once a week for the rest of his life, he says, it would be that one
→ Then a day or two off, with sauna and cold for recovery
→ Then a push-pull day for the torso: chest presses, shoulder presses, pull-ups or pull-downs, rows

Eight rounds of 20 seconds on and 10 off is four minutes, warm-up not included.

Four minutes, a few times a week, for 35 years.

From @a16z's podcast.

[Fernando Cao @thefernandocz]

David Senra says he spent the first five and a half years of Founders wondering why nobody was listening.

"No one's listening to it."

He was convinced the show was good. Conviction didn't make waking up to another small audience much easier.

In this conversation with @rfvivas, @davidsenra describes the routine that helped him keep making it: start the morning with something that put him back in the right frame of mind.

Rafael says he used motivational videos while he worked. Senra recognises the habit immediately.

The useful part is how long he says that phase lasted. Five and a half years. Plenty of time to talk yourself into a new idea, a new format or a different business.

He kept returning to the same one.

It's his account of the gap between believing in the work and getting much evidence that anyone else does.

The clips people find now don't show all those mornings.

From @davidsenra with @rfvivas.

[Luke Gromen @LukeGromen]

@GavinSBaker This may be why China restricts access to NVDA GPU's.

This story is from Chinese Defense Ministry website:

[Herman Jin @ShanghaoJin]

最近上海一直有各种传言供应链砍单、ODM堆积存货。而事实上，如鸿海可能经常都有几次

猛涨背后需要连续业绩证明，同样

现是ARR停滞、算力token需求瓶颈、neocloud债务暴雷、接着semi存货、政治阻力，全都正price in

下跌同样需要持续加深的叙事、真实事件和财务数据不断证明。真觉得可能吗？

一个好朋友跟我说：万圣节进鬼屋，前几个真被吓死，到后面光剩下笑了

[Jeff Stein @jstein_sun]

NEWS: Ds review 181-page dossier from ex-Warren/Sanders staffers ID’ing hundreds of executives & corporations to target

Envisions “resignations of major CEOs, hauling people in, material restitution”

Tech giants, crypto, sports gambling, gas & more

https://t.co/bHBzo3wlo8

[Herman Jin @ShanghaoJin]

For me, the most terrifying thing is not softbank, nor Texas restricting AIDC, or rumors that Democrats want to restrict superintelligence

But moral blackmailer Elizabeth Warren taking over the senator banking committee 😭

[Lex Fridman @lexfridman]

@elonmusk Invest in what you love is great advice to live by.

[alexei @alexeixbt]

severe depression reversed in under 7 days when patients took 125-300 mg of magnesium glycinate with meals and at bedtime.

[税后中国(变化已经发生，风暴只是结果) @ChinaTaxTruth]

比“地心引力”更可怕的，是“红果引力”。

它用AI与短剧的密集快感，编织出一张多巴胺巨网，把人的注意力死死钉在人生的地板上。

当耐心被摧毁、身心被掏空，这种极致的短期沉沦，就是普通人向上生长的最大绝境。

[kaivectorf @kaivectorf]

This is f*cking insane. SpaceXAI Senior Engineer, Lauren Tan:

“GrokBot is the most powerful agentic tool we’ve ever shipped, but 99% of users use it wrong.

At SpaceXAI I’m running a team of 100+ GrokBot agents — Chief of Staff, 10 managers, and 90+ workers.

That’s the new engineering setup in 2026.”

In 40 minutes, she shows exactly how to get 100% out of every agentic tool you’re using.

GrokBot → Chief of Staff → Managers → 90+ Workers → Full Team

Worth more than any $5000 agentic course on the internet.

Skip Netflix and watch it today — it will change the way you use GrokBot forever.

Then read the GrokBot engineering guide below to build your own GrokBot team ↓

[Ian Cassel @iancassel]

When you are live on an earnings call and the CEO or CFO pauses for five seconds before answering a question about accounts receivables, you feel something. You cannot explain it cleanly. You just know that pause meant something. Read the transcript two hours later and that pause is gone entirely. The transcript says he answered the question. It does not say he needed five seconds to decide how.

When you visit management in person and the receptionist has been there for twenty-two years, that tells you something. When the parking lot is full at 4pm on a Friday, that tells you something. When the CEO walks you through the factory floor and he has unscripted personal dialogue with the line workers with what looks like genuine respect rather than performed deference, that tells you something significant about how this place operates.

None of that is in the 10-K.

https://t.co/ugZohKNVcD

[Le Shrub🌳 @agnostoxxx]

After reading the takes around the Anthropic S-1 doc, I’m pleased to report that financially literate analysts won’t be replaced by AI just yet 🥹👏👍

[Le Shrub🌳 @agnostoxxx]

The $GOOG trade by Greg Abel-Son should a reminder that the New Berkshire isn't like the Old Berkshire 🥹🤭🌳

[Herman Jin @ShanghaoJin]

@SwiftCat2012 @humphilomath @RYANHINGSHING 不～～这是有计划的用国家力量卷死韩国

CPU GPU光刻机被封了

存储可以随意买设备

[Herman Jin @ShanghaoJin]

我早就说他们会举国体制保Dram供应安全，被骂成过街老鼠；现在Elon为了压价，吹嘘中国产能大家一窝蜂全信了

长鑫确实拿了政治任务要扩产保供应，量大到我都不敢说

扩产设备缺口确实也很大，我也不知道他们哪里变得出了

[Bamenda💹🧲 @BAOMEI]

不執著是自愛的最高形式！

[Every 📧 @every]

Mike as a service. Coming soon.

[Stan Druckenmiller @standuquesne]

I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.