Muzaffer Kal @🏡 🦆⏩

Chips: ASIC, FPGA. CV/ML. Duck pictures by the lake. Some bread making.

[Dan Nystedt @dnystedt]

Note: TSMC’s 2030 timeline is huge. Foundry visibility, which comes from orders and customer projections, normally extends a few quarters out – perhaps a year during an uptrend. For the chairman of the world’s biggest foundry to say they have visibility to 2030 signals its clients, like AI giants Nvidia, Google, etc., have already booked capacity and/or shown product roadmaps for future TSMC nodes, 1.4nm, etc.. $NVDA $GOOGL $AMZN $AMD $MSFT $META $AAPL $QCOM #Mediatek

[Muzaffer Kal @🏡 🦆⏩ @MuzafferKal_]

So, it’s a bubble?

[Dan Nystedt @dnystedt]

TSMC’s visibility extends to 2030, the reason for its optimism over the AI trend and confidence in its goal of mid-30% year-on-year revenue growth this year, media report, adding TSMC’s chairman said the explosion of AI-related demand caught industry by surprise, and shortages remain “everywhere across the supply chain.” $TSM $NVDA $GOOGL $AMZN $AMD #semiconductors #semiconductor https://t.co/S96IFrVKsG

[Drop Site @DropSiteNews]

The House voted today on a new measure to fuse elements of the Israeli and US militaries, particularly on the cyberweapons front. Section 224, as its known, is included in the National Defense Authorization Act. Rep. Ro Khanna, D-Calif., introduced an amendment to strip it from the bill. Watch as a stream of Republicans and Democrats stand up in support of the enhanced cooperation. Only Rep. Sarah Jacobs (D-Calif.) joined Khanna, and the measure failed in a voice vote. Watch:

[Muzaffer Kal @🏡 🦆⏩ @MuzafferKal_]

Screwworm came back to US. I wonder if it’s a coincidence.

[Muzaffer Kal @🏡 🦆⏩ @MuzafferKal_]

Don’t worry it’s a bubble.

[Dan Nystedt @dnystedt]

Nine US trade associations sent a memory chip supply warning letter to the US Treasury and Commerce Secretaries, warning that AI data center demand is disrupting the memory chip supply for everyday consumer goods, resulting in higher prices and reduced memory capacity in consumer products, in addition to widespread supply chain disruption. They urged the administration to do everything possible to boost the memory chip supply in the US and allied nations. $MU $HXSCL $SSNLF #Samsung #SKhynix #semiconductors #semiconductor https://t.co/i8T60zEwUb

[Meriwether Farms @MeriwetherFarms]

BREAKING: Three counties in Texas have declared local state of disaster declarations on the New World Screwworm: Kinney, Jim Webb and Uvalde

Three others are pending: Webb, La Salle and Val Verde

The reasoning behind these declarations is because they feel they are not getting the federal nor state support needed to combat this crisis

Its long past due for the President to declare a National Emergency Declaration so local officials on the front lines are getting the support they need

[Muzaffer Kal @🏡 🦆⏩ @MuzafferKal_]

🤯😱😂🤡

[Cluseau Investments @blondesnmoney]

* IRANIAN SOVERIGN WEALTH FUND INTERESTED IN TAKING 1-2% OF SPACEX IPO - TASNIM

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: NVIDIA HAS JUST OPEN SOURCED THEIR RUBIN NVSWITCH TRAY BoM & DIAGRAM & IT INCLUDES AMD EYPC 3151 EMBEDDED CPU. Since there is 9 NVSwitch Trays Per VR200 Rack, that is 9 small AMD embedded CPUs per NVIDIA rack.

NVIDIA has open sourced this in their "NVIDIA/nvbmc-docs" public github repo which has an CC 4.0 open source license!

[Ellis Brown @_ellisbrown]

introducing PaintBench 🎨

a deterministic eval protocol + benchmark for precise visual editing

unlike most generative model evals, no judge model in the loop

see @itskaixu's 🧵⬇️ for technical details. I'll provide more context / commentary about why it's exciting here

[James Seyffart @JSeyff]

*S&P DJI PLANS NO CHANGES TO MEGACAPS INDEX ELIGIBILITY PERIOD

[elie @eliebakouch]

with claude code and codex shipping similar features, i was curious which one is actually leading so i made a timeline of features they both have like /goal, side conversations, subagents and the new "dreaming" feature

[Sawyer Merritt @SawyerMerritt]

Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500.

Their reasoning:
"S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market.

No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family."

This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027.

The requirements that will now remain in place are:
• No changes to S&P 500 eligibility rules for mega-cap companies.
• Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion.
• S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters.
• S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float").

The S&P rejected proposals that would have:
• Reduced the IPO seasoning period from 12 months to 6 months
• Waived profitability requirements
• Waived minimum public float requirements

[Aaron Rupar @atrupar]

Trump is now sitting back in his chair and dozing off

[Reuters @Reuters]

CORRECTION: Israel plans major settlement push across occupied West Bank https://t.co/1MGC3gNXdo

We will delete a post that referenced Israel’s latest settlement push as being seen by many as illegal; Israel’s settlements in the occupied West Bank are deemed illegal under international law

[Wazz @WazzCrypto]

POV: You're about to rob retail in broad daylight

[Muzaffer Kal @🏡 🦆⏩ @MuzafferKal_]

@derekm00r3 @TrisH0x2A Line endings, be it \n or \n,\r are part of the string. The null character at the end of the string is not. A common mistake is to malloc(len(s)) and forgetting to add one.

[Muzaffer Kal @🏡 🦆⏩ @MuzafferKal_]

This is the most incompetent administration ever.

[Aaron Rupar @atrupar]

Energy Secretary Chris Wright: "Solar is irrelevant in the winter"

(this, dear reader, is false)