Dan Collins

Engineer/ Entrepreneur/Technologist

[Dan Collins @DanCollins2011]

- Will China be forced to replace the Yen carry trade?

As the Japanese currency and bond market blows out and countries across the world drop the USD a reluctant China may be forced to step forward and vendor finace the globe.

Where else to look but the country with a $1.2 trillion trade surplus.

https://t.co/WahlXSX0Ut

[Dan Collins @DanCollins2011]

Let Jensen Cook!

[Dan Collins @DanCollins2011]

JENSEN HUANG OUT AT NVIDIA.

DEMOCRATS VOW AN END TO ALL CONSENSUAL HETEROSEXUAL SEX BY 2028.

[Dan Collins @DanCollins2011]

@PincherMartin8 It’s the timing not the act

[Dan Collins @DanCollins2011]

JENSEN HUANG SAID TO HAVE HAD AFFAIR WITH NVIDIA EXECUTIVE: NYT

(Source is actually most likely an intelligence agency. This is a coordinated take down)

[Dan Collins @DanCollins2011]

NVIDA TO OUST JENSEN HUANG- WSJ

[Dan Collins @DanCollins2011]

@kuhhbin @TheEconomist The Economist is a joke. No one reads that crap anymore.

[Dan Collins @DanCollins2011]

In related news.. the Interior Minister of Hong Kong has just been sacked. The entire Government may fall. lol

[Dan Collins @DanCollins2011]

8 MMA fighters throw down and someone says “ where is security?”

Like…. What’s the rent-a- cop mall security guard gonna do?

[ماجد | UFC @MajedUFC]

🚨🚨🚨🚨🚨🚨🚨📽
— عااااااااااااااااااجـــــــل ورســمــيًــا

— تم نشر المضاربة كاملة بدون تقطيع بين عثمان نورمحمدوف و ميراب دافاليشفيلي".

😱😱😱😱😱😱😱😱😱😱😱😱

[Vestigia Labs @VestigiaLabs]

CHINA INC ENTERS THE SPACE COMPUTE RACE

According to institutional trackings compiled by Securities Times Databao on November 10, 2026, exactly 24 A-share listed companies have entered the space computing supply chain, gaining strong market attention as global architectures transition from single-satellite processing toward integrated orbital supercomputing constellations.

Key Verified Developments & Industry Standouts:

Industrial Inflection Point:

CCID Consulting estimates the global space computing market will scale from ~$300 million in 2020 to ~$16 billion by 2030, driven by the shift from ground-bound processing ("data downlinked for computing") to autonomous in-orbit real-time inference ("in-space computing").

Core Compute & Ecosystem Consortia:

Dawning Information Industry (Sugon / 中科曙光, https://t.co/PeyrtjARag)maintains the lowest rolling P/E in the 24-stock peer group (39.17x).

Sugon partnered with PIESAT (中科星图, https://t.co/xoZzREd9RB), Hygon Information (海光信息), and 13 other institutional entities to launch Zhongke Xingyun Space Intelligent Technology in Hefei, developing dedicated space-grade compute hardware and ground-space integrated architectures.

Satellite AI Constellation Developers:

Shunho Stock (顺灏股份, https://t.co/rH6JNVdolW)** holds a 19.30% strategic stake in Orbit Time (北京轨道辰光), which focuses on dawn-dusk orbit mega-compute constellations and dual-phase liquid-cooling space payloads. Concurrently, iSoftStone (软通动力, https://t.co/uHddOtafmJ)** partnered with Zhejiang Lab and ADA Space (国星宇航) to advance the "Star-Compute" global network.

Institutional Scrutiny & Valuations:** Over October–November 2026, institutional on-site survey density was highest across Cape Cloud (开普云, 27 institutions), iSoftStone (16 institutions), and Fudan Microelectronics (复旦微电, 15 institutions). While secondary valuations remain stretched or unbacked by mature net earnings across the majority of the 24 conceptual plays, leading players with contracted flight hardware (such as Foxconn Industrial Internet / https://t.co/q3HM47BuRR partnerships and Aerospace Electronics / 航天电子) anchor the tangible revenue base.

[Polymarket @Polymarket]

BREAKING: Google DeepMind announces breakthrough in AI-powered genetics, unveiling a model that can potentially accelerate discoveries in cancer, diabetes, & other diseases.

[Dan Collins @DanCollins2011]

@BurnedOperator How long before Men are checking into hospitals to give birth with a fake doll? That’s the next insanity.

[Dan Collins @DanCollins2011]

Uh? Germany…. Blink twice if you need help.

[Mario Nawfal @MarioNawfal]

🇩🇪 Bruh, people in Germany are now WALKING DOGS THAT DON'T EXIST.

It's called “hobby dogging.”

People grab an empty leash, take their imaginary dog for a walk, give it commands, and even guide it through obstacle courses. 😭

Writer: Samuel

[Polymarket @Polymarket]

JUST IN: OpenAI engineer reveals he's had Codex running for 26 days straight searching for the lost city of Atlantis, as “vibe archaeology” emerges as a new use for AI agents.

[Dan Collins @DanCollins2011]

Anthropic going after Microsoft Office.

[Dan Collins @DanCollins2011]

@claudeai @MSFT_Business

Claude introducing Claude Sheets, Claude Whiteboard, and Claude Data to Microsoft

[Dan Collins @DanCollins2011]

Ok ✅ NOK🚫

[Dan Collins @DanCollins2011]

For the 1st time in 25 years the 🇺🇸 looked to flip the script on passing China in tech with AI.

1 week after the blue wave Democrats :

(1) Attack U.S data centers
(2) Threaten Elon Musk
(3) Try and force the guy, Jensen, who put the U.S ahead in the AI race, to resign.

Jensens resignation would cause a loss of $1 t in market cap in NVIDA and probably $5t across the space as NVIDA sits at the heart of the AI financing space.

[Dan Collins @DanCollins2011]

@explor3th3univ3 Something going on behind the scenes for sure

[Dan Collins @DanCollins2011]

Ok ✅ NOK🚫

[Dan Collins @DanCollins2011]

This is the same concept as why I only eat undercooked eggs and burnt toast. (Because I’ve got a tapeworm and that’s good enough for him. )

[Dan Collins @DanCollins2011]

I’m quite mean when I talk to my AI models. I often curse at them.
Where is it written we need to be nice to a clunker?