Halal Trader

Speculator in U.S. Stocks; Focused on medium-term trades.

[Dr. Rhonda Patrick @foundmyfitness]

Want to improve your mood? Change your physiology.

I think the science is strongest for these strategies:

- Move your body (even briefly) and get outside.

- Make your days bright and your nights dark.

- Cover your nutritional bases, and consider omega-3s, magnesium, and creatine. They support pathways involved in inflammation, the stress response, and brain energy metabolism.

- Use sauna and other forms of deliberate heat exposure strategically.

[Halal Trader @Rehla0701]

@tphuang 10m context gotta be at least 2 to 3 years away, at least.

[Halal Trader @Rehla0701]

@BOXINGnBBQ Definition of Fighting Machine

[Halal Trader @Rehla0701]

@haugejostein Patent quality matters, too, not just quantity.

[Halal Trader @Rehla0701]

@BOXINGnBBQ I can't believe his Dennis Rodman/Blade haircut didn't save him.

[Tanner Holman @almostheir]

One of my hot takes is that mainstream fitness seriously underestimates the impact of frequent movement snacks

glad to see this take becoming less hot

[Halal Trader @Rehla0701]

@FusionptCapital Ayyyy! Lmao!

[Halal Trader @Rehla0701]

@OutwestLock When did Thurman retire??

[Halal Trader @Rehla0701]

@BOXINGnBBQ The first time i ever saw him was a boring ass fight, against Joseph Parker.

[Halal Trader @Rehla0701]

@ATokkers5 If Khan had more discipline in the ring, he wouldve been unstoppable.

[Hamidreza Azizi @HamidRezaAz]

Signs of a Major Escalation in the U.S.-#Iran War

🔹Multiple developments over the past several hours suggest that the U.S. war on #Iran may be approaching a significant escalation.

🔹Last night’s U.S. strike on the Shalamcheh border crossing between Iran and Iraq has been interpreted as a possible preparatory move for the deployment of special operations or ground forces. Alternatively, the strike may have been intended to facilitate the advance of armed insurgent groups.

🔹In the same context, the drone strike on the Al-Abdali border crossing between Iraq and Kuwait was likely carried out by Iran or its Iraqi allies in an effort to disrupt the U.S. logistical corridor linking the two countries.

🔹Meanwhile, reports indicate that shelters have been opened at multiple locations across Israel. Similar measures preceded earlier escalations, including the 12-Day War and the 40-Day War, suggesting that Israeli authorities are preparing for possible Iranian missile attacks.

🔹France and the United Kingdom have also reportedly evacuated their embassies in Iran as of today.

🔹Trump, for his part, has declared that he holds Iran responsible for Houthi attacks on shipping in the Red Sea and the Bab al-Mandab Strait. This statement could provide a pretext for intensifying U.S. strikes against Iran in response to future Houthi operations.

🔹The warning should be viewed alongside Trump’s earlier statement on Wednesday that any future Iranian attack on shipping in the Strait of Hormuz would be met with a U.S. strike on an Iranian bridge or power plant. He has also indicated that a U.S. attack on Iran’s underground nuclear facilities at “Pickaxe Mountain” is inevitable.

🔹At the same time, the United States appears to be reducing its military presence at bases closer to Iran, including in Qatar. Open-source reporting also points to a large-scale transfer of military equipment from the United States and Europe to Israel, along with increased activity by reconnaissance, command-and-control, and electronic warfare aircraft across the region. The United States has also deployed B-1 strategic bombers to the theater.

🔹Iran has warned that any attack on its infrastructure or nuclear facilities will be met with comparable strikes against regional targets. Several Iranian analysts also argue that, should the United States substantially intensify its campaign, Iran would likely strike strategic targets inside Israel regardless of whether Israel is directly involved in the operation.

🔹Overall, these developments suggest that the conflict may be entering a more dangerous phase, potentially comparable to the peak of the 40-Day War.

[Halal Trader @Rehla0701]

@JhusLeftarm @DAZNBoxing Im glad he's getting that money, but damn....i wasnt expecting anything more than $25 or $30 mil.

[Halal Trader @Rehla0701]

@Econ_4_Everyone @UChicago I'd respond with the Denzel Washington meme.

[Composio @composio]

We watched Kimi K3 and Claude Fable 5 work through the same tasks, and they showed completely different personalities.

Fable plans everything upfront, then fires one giant batched call. It cleaned up an entire CRM (searching Salesforce, HubSpot, and Gmail in parallel) in just 2 tool calls.

Kimi works step by step. It searches for tools mid-task as it needs them and makes more, smaller calls. The same CRM job took 7 tool calls.

When something broke, both models improvised. A tool search returned a result too large to read. Fable dropped into the shell and grepped the raw file. Kimi did the same, but inside Composio’s remote sandbox instead of locally.

The tradeoff: Fable’s batching finished ~2.5× faster. Kimi’s step-by-step style kept its context smaller, using 40% fewer tokens for the same work.

Both are incredibly competent models. They just approach work differently.

[Halal Trader @Rehla0701]

@JuddLegum Toyota, noooo!!

[Halal Trader @Rehla0701]

@thebuggeddev @Kimi_Moonshot Kimi quality id give 7.5 outta 10. Fable quality id give 8.1 outta 10.

[Halal Trader @Rehla0701]

@PhilosophyOfPhy Very inspirational for a underachiever such as myself.

[Halal Trader @Rehla0701]

@BOXINGnBBQ AI mistaken Mayweather for Marvin Hagler.

[Hamidreza Azizi @HamidRezaAz]

The #Iran-U.S. conflict enters a new phase of escalation

🔹Developments on July 17 suggest that both Iran and the United States are broadening the scope of the conflict. While it remains too early to draw firm conclusions, the pattern of reported military activity points toward preparations for a potentially more dangerous phase.

🔹On the U.S. side, reports indicate that several aerial refueling aircraft have been redeployed from Europe to the CENTCOM area of operations. Many of these assets had left the region following the ceasefire, making their return noteworthy amid renewed tensions.

🔹At the same time, the geographical scope of U.S. strikes appears to be further expanding. In addition to previous areas in the south, reported attacks have reached Lar in Fars Province and Yazd in central Iran – areas hosting some of Iran’s missile bases.

🔹Iran, meanwhile, appears to be widening its own target set. The IRGC claimed to have struck American UAV facilities and an AI center in Bahrain allegedly used to support U.S. targeting operations, while warning that it would increasingly target economic, technological, and industrial assets linked to American interests across the region.

🔹This marks a potentially important shift. Rather than focusing primarily on military targets, Tehran is signaling that infrastructure associated with U.S. economic and technological interests may now be considered legitimate targets if attacks on Iran continue.

🔹Maritime developments are also becoming more concerning. Iranian sources reported that a Thailand-flagged vessel was targeted after attempting to transit the Strait of Hormuz without coordinating with Iran, while later claiming that two oil tankers struck mines in the Strait and caught fire.

🔹Whether or not all of these claims can be independently verified, they underscore the growing risks to commercial shipping. Even previously deployed mines could have a significant impact on maritime traffic.

🔹Perhaps the most significant reported development is the Iranian strike on Prince Sultan Air Base in Saudi Arabia after U.S. refueling aircraft allegedly operated from the base. It represents the first reported Iranian attack on a U.S. facility in Saudi Arabia since the April ceasefire.

🔹It is also noteworthy that, the previous day, Iran announced an attack on the al-Tanf base in Syria. Some Iranian analysts interpreted the strike as a warning to the Syrian government not to intervene in Lebanon against Hezbollah.

🔹This suggests that Tehran may be setting aside some of the restraint that shaped its earlier responses. Over the past several weeks, Iran’s attacks have focused primarily on Bahrain, Kuwait, and Jordan, with far more limited strikes against the UAE, Qatar, and Oman. That calculation may now be changing, as Tehran appears to believe that these attacks have neither altered U.S. calculations nor changed the military balance on the ground.

🔹Reports that further bridges and transportation infrastructure in southern Iran continue to be targeted have also attracted attention. As mentioned yesterday, many Iranian analysts interpret these strikes as part of a gradual effort to degrade mobility and logistics in southern Iran, potentially laying the groundwork for future military options involving ground troops.

🔹From the Iranian perspective, this does not necessarily mean that a U.S. ground operation is imminent. However, repeated attacks on transportation infrastructure fit a broader pattern of battlefield preparation that cannot be ignored. As such, the question may increasingly be one of "when" rather than "if."

🔹Meanwhile, Iran continues operations on other fronts. The Iranian Army announced additional operations against Kurdish insurgent groups in Iraqi Kurdistan, claiming multiple commanders were killed and several facilities destroyed.

🔹There are also unverified reports that the Houthis are preparing measures that could affect shipping through the Bab el-Mandeb Strait. While these claims remain uncertain, they contribute to perceptions inside Iran that the conflict may increasingly extend beyond the immediate Persian Gulf region.

🔹Overall, Tehran appears to be concluding that its previous level of “restrained engagement” has not generated sufficient deterrence. As a result, it is increasingly willing to expand both the geographical scope of its operations and the categories of targets it is prepared to strike.

🔹Whether this reflects the collapse of expectations surrounding a negotiated framework or simply an effort to restore deterrence remains unclear. What is becoming increasingly evident, however, is that both sides are incrementally raising the stakes, increasing the risk that the conflict could enter a broader and significantly more dangerous phase.

P.S.: I cannot believe I’m doing this again…

[Halal Trader @Rehla0701]

@ossoff As far as " the answer will be overwhelming", im sure we already heard versions of this during the Obama presidency. Your fundamental problem is that the very institutions and way of life you cherish is what gives rise to the Trumps and millions of mini-Trumps.

[Halal Trader @Rehla0701]

@ossoff Half the country, or close to half, elected this guy twice in less than 10 years. Even after the shitshow that was his first presidency, he still lost by narrow margins.

Your country has passed the point of no return about 40 years; Theres no coming back from this.