Ray Lim

[Ray Lim @RayLim25808353]

@Thepsalm_gb @Wizzy_porche009 @iMurewaa @KalshiFC yes but at least he still has UCL, Messi has nothing besides this WC

[Ray Lim @RayLim25808353]

@MessiDatNig @RMFC_team @JohnHonesty__ The point is why bother to play for clubs as an individual if WC is everything that determines the Ballon D Or

[Ray Lim @RayLim25808353]

@JaulaDePerreo @OkonkwoPascha11 @PolymarketSport Modric literally won the CL in 2018?

All these players compete like crazy in clubs and Messi who is well rested in MLS comes and wins it with WC just makes no sense

[Ray Lim @RayLim25808353]

@MessiDatNig @RMFC_team @JohnHonesty__ If that is the case a player may as well do nothing for club games and just focus on a 8-game competition? Why wear yourself out for club games

[P Equity Research 📰 @pequityresearch]

Morgan Stanley: Bearings

The Big Picture: Bearings as a Core Robotics Play

> Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor.

> Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050.

> Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them.

> OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category.

Content Scales with Robot Complexity

> Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts.

> Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies.

Small quadcopter drone: Requires 8–12 bearings.

Humanoid robot: Requires 70 or more bearings.

> Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100

Global Bearings Market Dynamics

> Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%.

> Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels

[Citrini @citrini]

Still not really that interesting. Maybe at 80.

[SamTheCarpetMan® @SamTheCarpetMan]

@C0mp0siteMan @AshCrypto You are right! To crack SHA-256 is unlikely since the odds are 4 billion to the 8th power!

Best explanation:
How secure is 256 bit security:
https://t.co/66yChBpuE9

[Andrew Curran @AndrewCurran_]

I'm posting this prediction now so I can quote it later. There has been a significant breakthrough in architecture - specifically around memory efficiency - not by one of the big labs, but by a team that was spun out of OpenAI (not SSI). They will probably announce it soon.

[Wayne Liang @wliang]

When most humanoid makers are private, you know we're early to robotics/physical AI.

(Figure AI, Apptronik, 1X, Sanctuary, Unitree, etc.)

Also helps when...

> Software bottleneck broke (Nvidia GR00T, RT-2, OpenVLA gave robots general-purpose intelligence)

> Economic crossover just started (humanoid lease costs are below human labor costs)

Our public exposure barely exists...

$VPG - Sensors, like precision strain gauges and foil resistors.

$CCXI / $AGLT - Agility Robotics going public at $2.5B valuation.

$OUST - LiDAR sensors for autonomous systems.

$AMBA - Vision/AI chips for edge devices.

Certainly biased because I have a position, but IMO $VPG is more asymmetric than other U.S-listed tickers.

They're already profitable, already supplying humanoid makers, positioned to scale on multiple fronts, and it's still under ~$2B MC.

Good hedge against getting replaced by AI/robots is to invest in them?

[Kris Patel 🇺🇸 @KrisPatel99]

$MRVL

Highly recommend everyone read up on this... AKA tell your favorite LLM explain it to you in plain english.

If $MU SK Hynix and Samsung wants to keep playing this extortion price game...

Marvell has what all the hyperscalers are looking for to address costs.

https://t.co/vKBOGlBZkt

[Gregory Blotnick @gregoryblotnick]

"Portfolio Construction and Risk Management: Long–Short Portfolios" by Lee Ainslie (Maverick), 2002

[NVIDIA @nvidia]

Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.

According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.

By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.

Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.

Learn more below ⬇️

https://t.co/7WanoPNKTR

[Anuj @anujcodes_21]

Claude FULL COURSE 4 HOURS (Build & Automate Anything)

[Movez @0xMovez]

Andrew Ng:

"100% of my tasks are now done by AI agents - hype has exceeded my expectations. Loops is next step.

in 3-6 months, everyone will be using self-improving loops. No more prompting."

In a 30-minute talk, Andrew Ng explains how to build self-improving agentic systems from scratch.

Worth more than a $500 agentic course.

[Rohit @ai_rohitt]

INSTEAD OF WATCHING AN HOUR OF NETFLIX TONIGHT.

This 1 hour Stanford lecture by Joel Peterson will teach you more about negotiation and getting what you want than most people learn in years.

Bookmark it and give it an hour, no matter what.

[Bober_smart @Bober_smart]

https://t.co/p4teS18nnJ

[me @twetsfyp]

Two Anthropic engineers have just revealed in 24 minutes all the hidden Claude features that almost nobody knows about.

This video is going to completely change the way you use AI.

Watch it and save it.

[Hamza Khalid @humzaakhalid]

An asian guy has discovered a method to learn anything ten times faster using AI!

It just involves the Claude + Obsidian.

Most people learn the slow way: read, forget, re-read, forget again.

His flip: use Claude to turn anything you're learning into small, connected notes. Use Obsidian to link them so nothing you learn ever sits alone.

The slow way: highlight a book, move on, forget it in a week.
The fast way: Claude breaks it into atomic notes, and Obsidian links them into a growing web of knowledge.

Six months in, one new idea instantly connects to twenty things you already know.

I broke down every Claude resource you should try to master claude in 7 days with practical guide that most people have never found.

Article below ↓

[Ray Lim @RayLim25808353]

@roversbrfc @MCIKevn True, corruption or lucky in 2022? doesn’t always happen mate big IF indeed 😉 somebody gonna feed the FIFA baby

[Ray Lim @RayLim25808353]

@roversbrfc @MCIKevn Are you actually shameless or thick? Barca struggled financially BECAUSE of Messi, and you act like they didn’t have the 3rd best player itw Neymar and PL top striker Suarez. 2019 was phenomenal for Messi, others were largely inflated