SecretMe

[SecretMe @SecretMeUK]

Wanted: Arguments for and against making corporate tax more progressive based on profit margin. Low margin companies (big employers) pay a low corp tax while those running 20, 40, 70% margins progressively pay a higher rate od tax like individuals.@RachelReevesMP @MelJStride

[SecretMe @SecretMeUK]

@RaminNasibov @elonmusk Flood on Atari

[SecretMe @SecretMeUK]

@paulg Stopped reading halfway through. Can you summarise?

[HFI Research @HFI_Research]

Holy fuck, put this in the Louvre.

And this is vastly worse than 1973. There were no supplies lost back then. They were just redirected.

[SecretMe @SecretMeUK]

@buccocapital Snipd does this. It’s pretty good.

[SecretMe @SecretMeUK]

@dampedspring @DannyDayan5 They are generally about -0.5 short (+\~1 scale). They were still selling to get short until yesterday and are now stable at that level.

[SecretMe @SecretMeUK]

@timothysolomon @grok
Summarise the linked report

[ian bremmer @ianbremmer]

new trump deadline just dropped.

strait still near completely closed for next two weeks? yes.

[SecretMe @SecretMeUK]

@citrinowicz Hi. Loving your commentary for the last month. Out of interest, do you have direct contacts in Iran to draw conclusions on their position? And don’t you think the US via Défense Intelligence or CIA have similar information so should know? Is it then just that this isn’t believed?

[SecretMe @SecretMeUK]

@JavierBlas @opinion @grok is water infrastructure vulnerable in Iran?

[SecretMe @SecretMeUK]

@LahaShawn @Rainmaker1973 Star-pickets in particular! Now show us the barbed wire tightener!

[SecretMe @SecretMeUK]

750000 federal workers furloughed. How many are going to start punting stocks like it’s lockdown all over again? #Shutdown2025

[SecretMe @SecretMeUK]

Scott Bessent this morning….

[SecretMe @SecretMeUK]

@pineconemacro @Kalshi He’s expecting a lot of inflation!

[Jared Friedman @snowmaker]

Lots of hot takes on whether it's possible that DeepSeek made training 45x more efficient, but @doodlestein wrote a very clear explanation of how they did it. Once someone breaks it down, it's not hard to understand. Rough summary:

* Use 8 bit instead of 32 bit floating point numbers, which gives massive memory savings
* Compress the key-value indices which eat up much of the VRAM; they get 93% compression ratios
* Do multi-token prediction instead of single-token prediction which effectively doubles inference speed
* Mixture of Experts model decomposes a big model into small models that can run on consumer-grade GPUs

[Timothy Liu @timothyhliu5]

This is by far the best article I've read on Deepseek, written by a value investor @doodlestein, who walks through Deepseek's main technical innovations and their implications for training and inference usage.

Also walks through HW/SW threats for $NVDA

https://t.co/WvWF4PmVjV

[SecretMe @SecretMeUK]

@StefJamieSan @Fxhedgers You can’t do maths.

[SecretMe @SecretMeUK]

@FrankLuntz Ridiculous post… the VAST majority lost money with a negative skew to how much they made. The ones who made money and especially those ‘60’ with massive profits? Very likely the insiders tipped off early or involved in this fraud.

[SecretMe @SecretMeUK]

How many in LA will need to sell bitcoin to fund their new house given the lack of insurance cover? 🤔

[SecretMe @SecretMeUK]

@schneiderhome You’re an idiot. They leave and take their tax payments away from UK. They don’t sell their assets…. And if they do, they don’t get taxed on them.