Ezra ♄

23 años. Universitario. Austral insular.

[Roccondil @Roccondil214682]

@FachoGalactico El pudú representa el respeto y la ternura, la vida frágil y bella que hay que proteger a toda costa de sus enemigos, el mal

El Pudú simboliza la nobleza, la resiliencia y que hasta las más pequeñas acciones cuentan.
Él que no quiere al Pudú, no sabe amar y es carente de alma.

[J🌙 @ojoscannela]

y x eso bielsa quedó tan bien acá

[Kalshi @Kalshi]

JUST IN: US lawmakers urge Trump administration to ban Chinese memory chips

[Dennis M. Hogan @dennismhogan]

Official editorial communication: The New England Review of Boats, a handmade regional zine about the vessels and people who go down to the sea for adventure, work, or pleasure--seeks submissions for its inaugural issue.

[Cristofer Espinoza @CEspinozaQ]

AHORA| Viento vuelve a destruir la escuela de Punta de Parra en Tomé. La misma escuela había sido destruida por los incendios forestales en el verano. Sistema frontal es intenso en el Biobío. @Cooperativa

[Ezra ♄ @IsraelIsreaux]

@TrendSpider My fellow koreans bleed 12% then expect to be ok with a +3% move, KOSPI not doing great, please stop using your life saves to do leverage moves!!!!!!!

[Chilean Premier League @AbranCancha8]

Mientras tanto Claudio Palma:

[Micron Technology @MicronTech]

Your computer doesn’t have one memory—it has many.​

They don’t all work the same way. Some are fast but hold less data, others have massive capacity but are slower. Together, they form a system designed to keep data moving.​

And at AI scale? It gets even more interesting.​

This video walks through the entire memory hierarchy — what it is, how it works, and why it’s critical not just for your laptop, but for the AI systems shaping the future.​ https://t.co/rQp5OByUh3

[J.P. Morgan @jpmorgan]

J.P. Morgan is proud to have acted as lead bookrunner and sole opening trade manager on the ~$27 billion public offering for SK hynix – the second-largest IPO in the U.S. and the largest ever by an international issuer.

Congratulations to SK hynix on this tremendous milestone.

[Micron Technology @MicronTech]

Today in Clay, New York, we officially poured concrete for the foundation of our first New York fab — an important milestone in the construction of what will be the largest semiconductor manufacturing site in U.S. history.

We were honored to be joined by federal, state and local leaders, supplier partners, and other distinguished guests to celebrate the progress of this historic project.

A sincere thank you to those pictured: U.S. Secretary of Commerce @howardlutnick, U.S. Small Business Administration Administrator @SBA_Kelly, U.S. Chief Technology Officer Dr. Ethan Klein @USCTO47, New York Governor @GovKathyHochul, @OnondagaCounty Executive Ryan McMahon, Congresswoman @RepTenney, Congressman @JohnMannionNY22, Town of Clay Deputy Supervisor Joe Bick, and the CEOs of @Bechtel, @JacobsConnects, and @GilbaneBuilding.

[Sanjay Mehrotra @MicronCEO]

Today is a proud day for Micron and American manufacturing. 🇺🇸

We’re increasing our planned U.S. manufacturing and R&D investment commitment to more than $250B, supporting our goal of producing 40% of our DRAM in America and creating 90,000+ jobs.

We also poured the first concrete at our New York DRAM megafab, ahead of schedule, and announced an up to $3B investment to strengthen the U.S. semiconductor supply chain.

Thank you @POTUS, @howardlutnick, @GovKathyHochul, @SBA_Kelly, @USCTO47, @SenSchumer, @JohnMannionNY22, @RepTenney, our team members, construction crews, and the Central New York community.

This is American investment. American technology. American workers. Made in America!

[Tom Holland @holland_tom]

Very happy to say it again. The Odyssey is an amazing film, and missing out on seeing it because you think it’s woke or whatever is cutting off your nose to spite your face. Your loss.

[Emilio Ugarte Díaz @EmilioUgarte]

Nunca he entendido la fijación obsesiva de cierta izquierda chilena con Argentina. Boca, Evita, Pizarnik, Charly, Spinetta. Sobre todo considerando que la izquierda chilena no tiene nada que aprender de la argentina. Hay cosas muy admirables, pero esa obsesión no la entiendo.

[Emmanuel Macron @EmmanuelMacron]

Un but de plus pour Kylian Mbappé. Contre le racisme cette fois. Tout mon soutien. Quand les mots salissent, nos valeurs répondent : dignité, respect, fraternité. @KMbappe 👏

[Solas @solas_na_greine]

Gustave Doré, An Angel Leading the Crusaders to Jerusalem, c.1877.

[Ezra ♄ @IsraelIsreaux]

@NICOLASYANGX Selling power from korea was the main key, then Warsh / Lagarde commentary about inflation added uncertainty about american fiscal policy

[小牧 SG 🇸🇬 @xiaomusg]

很多人买了DRAM这个存储ETF，根本不知道自己买的具体是什么。

拆开看，三星、SK海力士、美光，三家直接持股+SWAP互换持仓权重超过70%，这是核心持仓。

注意美光、三星、SK海力士都各自拆成了两部分，一部分是直接买的股票，一部分是通过SWAP间接持有的敞口，这是基金常见的操作方式，用来灵活调仓、规避单一持仓集中度限制。

剩下接近30%铺给了存储产业链的其他玩家：SanDisk、西部数据、希捷做硬盘和企业级存储，铠侠是日本存储老牌厂商，兆易创新、南亚科技、华邦电子、群联电子是台系及中系存储产业链。

还有一块容易被忽略：基金配置了一部分美国国债基金，作为现金管理工具，权重高达14%，这部分不承担存储行业的波动，纯粹是流动性储备。

另外几个负权重项，韩元、新台币、人民币的现金对冲头寸，是基金在对冲海外持仓的汇率风险，没有做空相关国家货币，是正常运作机制。

如果你买的是DRAM这只ETF，本质上买的是：三大存储寡头的核心敞口，加上整条产业链的配套玩家，外加一层货币对冲和现金管理。

不是只押注美光或者三星一家，它押注整个存储行业的未来

[Michael Ron Bowling @mrbcyber]

China's spies are stealing Japanese technology, while Chinese ships are trying to take control of Japanese controlled islands.

The Chinese government is also trying to use rare earths to wreck Japans economy. The CCP is using every vector it can to attack its neighbor.