Maxim Jacobs 🇮🇱🇺🇸

Experienced Buyside/Sellside/Biotech IR. Personal account. Nothing I post is meant to be investment or medical advice. From Shazaam/Berenstein Bear universe.

[Yehuda Teitelbaum @chalavyishmael]

Zohran Mamdani just endorsed Darializa Avila Chevalier for Congress.

On October 8th, 2023, while Jews were still being slaughtered, raped, kidnapped, and hunted across southern Israel, she attended the "All Out For Palestine" rally in NYC.

Some clips:

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

Such a great movie.

[Hidden History @HiddenHistoryYT]

Midway (2019) - Destroying the Akagi Scene

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

What a nice car!

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

@Nerlynx1 @MikeKBerg Going to have a nice laugh about this at the steak and scotch night tonight at the Chabad

[Mike Berg @MikeKBerg]

Platner campaign admitting he said he would rape men, but “not in a gay way.”

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

@AmitSegal That Lapid merger was a disaster.

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

@TonerousHyus Schumer recruited Mills and then abandoned her for a Nazi serial rapist

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

How can a class have an open AI rule for exams?

[Hedgie @HedgieMarkets]

🦔UC Berkeley's computer science department just posted its worst failure rates in years. 35.3% of CS 10 students got F's in spring 2026, up from under 10% in prior semesters. Professor Dan Garcia says the primary driver is a "vast increase in academic dishonesty" through LLMs. Students use AI to complete assignments, never learn the material, then fail exams. His office hours, once full, are now empty.

My Take
Companies are firing experienced engineers while the pipeline that produces new ones is being gutted by the same technology. Students use AI to bypass the hard part of learning, show up to exams without the understanding, and fail. One professor discovered a student's linear algebra class had an "open AI" policy for homework and exams. That student then couldn't do basic linear algebra in the next course.

Both ends of the workforce are eroding at the same time. Senior engineers are getting cut to fund AI spending. Junior engineers are graduating without the skills because AI did their coursework. And the companies spending trillions on these tools haven't connected those two facts yet.

Hedgie🤗

[Hedgie @HedgieMarkets]

🦔UC Berkeley's computer science department just posted its worst failure rates in years. 35.3% of CS 10 students got F's in spring 2026, up from under 10% in prior semesters. Professor Dan Garcia says the primary driver is a "vast increase in academic dishonesty" through LLMs. Students use AI to complete assignments, never learn the material, then fail exams. His office hours, once full, are now empty.

My Take
Companies are firing experienced engineers while the pipeline that produces new ones is being gutted by the same technology. Students use AI to bypass the hard part of learning, show up to exams without the understanding, and fail. One professor discovered a student's linear algebra class had an "open AI" policy for homework and exams. That student then couldn't do basic linear algebra in the next course.

Both ends of the workforce are eroding at the same time. Senior engineers are getting cut to fund AI spending. Junior engineers are graduating without the skills because AI did their coursework. And the companies spending trillions on these tools haven't connected those two facts yet.

Hedgie🤗

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

dude

[MERICA MEMED @Mericamemed]

I think I just found a new hobby

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

@TonerousHyus Besides being a naziphile and a probably a pedophile?

[Chanah Angelica Kamen @AngelicaKamen]

Maybe listening to Trump on not finishing Hezbollah is a BAD thing.

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

Even the most MAGA folks are getting disappointed with him in my shul. Never vote for Dems but might stay home in November

[Peter Suzman @Biomaven]

Wow

[Anish Moonka @anishmoonka]

The island in this video was erased from every Japanese map for seven years. The rabbits came later.

It is called Okunoshima, a small island about 4 km around in the Seto Inland Sea near Hiroshima. In 1929 the Imperial Japanese Army built a secret factory there to make poison gas. The spot was perfect: close enough to ship the weapons out, far enough from cities that no one would notice. To hide it, the army deleted the island from its official maps in 1938. Workers were not allowed to tell anyone what they made, not even their own parents.

By the end of the war, the plant had made more than 6,000 tons of chemical weapons, mostly mustard gas, which burns and blisters skin, plus a sneezing agent. Most of it was shipped out to be used against people in China, where it hurt tens of thousands. More than 6,000 people worked there over the years. When the men were sent off to fight in 1944, the most dangerous jobs went to more than a thousand local schoolchildren, some only 14. They stored the gas shells and scrubbed the factory floors. Many breathed in the fumes, got sick, and stayed sick for the rest of their lives.

When Japan surrendered, workers burned the records and smashed the machines. Allied troops dumped or buried the leftover gas. No one who ran the program was ever charged with a crime.

The rabbits you see mobbing tourists are not the descendants of the gas-test rabbits. Those animals were almost certainly put down when the factory was torn apart. Today's rabbits come from eight pet rabbits that a group of kids set free on a school trip in 1971. With no predators and a steady stream of visitors handing out cabbage, eight became hundreds.

A museum opened on the island in 1988 so the gas story would not be forgotten. So when that man steps off the boat and a crowd of bunnies runs over to sniff him, he is standing on ground where teenagers once stored shells full of poison.

[Maxim Jacobs 🇮🇱🇺🇸 @MaxJacobsCFA]

My theory about what happened re: Iran was that Trump was ready to sign and was doing some pre-marketing of the deal on TS, including the statement that no direct payments will be made to Iran. Then the Iran social media team didn't go along and said "we expect $12b" almost immediately. So he knew his spin wouldn't work and now he wants to continue negotiating.

[Jerry Dunleavy IV 🇺🇸 @JerryDunleavy]

this scrambling by the Platner doesn’t make any sense! basically, Platner did what he is accused of, admitted it, then randomly called it all lies, and now his campaign is saying actually he didn’t deny it. um well okay then.

[Richard Hanania @RichardHanania]

Pretty bad news cycle when you're accused of messaging up to twelve women and your campaign responds that it was six at most.

[Michael A. Arouet @MichaelAArouet]

Europe offers much lower salaries, but it taxes your income more. Then you also pay 20%+ VAT when you buy anything.

Come on, why don’t you move to Europe?

[JustDario @DarioCpx]

Not surprisingly, Japan has been drawing down crude oil SPRs at a faster pace than the US is and than its own economy needs, why? To suppress oil prices.

All these governments are choosing the stocks bubble over economic safety and resilience