ggbrah

ki hoi

[ggbrah @abzybrah]

barbell strat = 50% quiet gigabrain founders and 50% alpha gigabrain founders. @VitalikButerin @stablekwon

[ggbrah @abzybrah]

@YourOldDroog @mhrz_m @ayonanwar

[Your Old Droog @YourOldDroog]

My daughter gonn be mad as hell when I name her Anna Nobey

[ggbrah @abzybrah]

@ayonanwar @PardonMyMeme @mhrz_m @PeterEmmm Gandhi could never

[ggbrah @abzybrah]

@oldmedia @mhrz_m

[Mo Khan @mokhanhim]

Jews have the weirdest rules

Can’t use your phone on Saturdays but it’s okay to be a pedophile 🤣

[ggbrah @abzybrah]

@ayonanwar @crazyclips_ You apparently

[CP3REGION @CP3REGION]

CHRIS PAUL LMAO

[ggbrah @abzybrah]

@kylekuzma @mhrz_m ah fek

[Ren @ren_stocks]

If Jensen, Nvidia’s CEO, the closest thing we have to a president of AI, is telling you that AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030, maybe follow his lead. It might be scary because we are living in unprecedented times, but build your own conviction.

This is highly bullish for absolutely everything AI related. Here is the supply chain, layer by layer.

CPU
x86: $AMD $INTC
Arm IP: $ARM
Arm silicon: $NVDA $QCOM (re-entering), Fujitsu (6702.T)

Memory
HBM: $MU, SK Hynix (000660.KS), Samsung (005930.KS)
NAND: $SNDK, Kioxia (285A.T)
Bonding / Packaging: Hanmi Semi (042700.KS), $BESI, ASMPT (https://t.co/ImU5ZUVzBr), Disco (6146.T)
Test / Metrology: Advantest (6857.T), $TER, $FORM, $TPRO, $CAMT, $ONTO, $KLAC

Photonics
Transceiver modules: $AAOI, $FN, Zhongji Innolight (https://t.co/fJfUyEPKLM), Eoptolink (https://t.co/u0qPsFRsgi), Accelink (https://t.co/Ff41xZNYWR), Shunsin (https://t.co/YrGDyMo3qE)
EML / CW lasers / ELS: $LITE (200G/lane leader), $COHR, $SIVE, Mitsubishi (6503.T), Sumitomo (6720.T)
Optical connectivity DSP/silicon: $MRVL, $MTSI, $MXL, $CRDO
SiPh foundry: $TSEM, TSMC (COUPE), GlobalFoundries
SiPh substrate / materials: $SOI (Soitec, Photonics-SOI wafers)
InP substrates: $AXTI, Sumitomo (6720.T)
InP epi: $IQE
InP MOCVD tools: AIXTRON (https://t.co/xQbGE51jpE)
Metrology: $M7U
FAU / fiber attach: $FOCI, $TTMI
Burn-in / test: $AEHR, $TRT

Power Semis
SiC / GaN pure-plays: $NVTS, $AOSL, EPC, Innoscience (https://t.co/0d56klPbHo)
Broadline (NVIDIA 800VDC ecosystem): $IFX, $ON, $STM, $TXN, $ADI, $MPWR, $POWI, Renesas (6723.T), ROHM (6963.T), Richtek (https://t.co/93aUqhh5fi)

NeoClouds
Pure-plays: $NBIS, $CRWV
Crypto-miner pivots: $DGXX, $IREN, $APLD, $CORZ, $WULF, $CIFR

Find the theme you believe in and build your own conviction.

Bullish AF ⚡️

[Emelia🌙 @Em21brave]

This is called a stress position. This is not yoga. Try it on a cold floor, with your hands zip-tied, and see if you can hold it even for 5 minutes. Now imagine being held that way for hours, and even days. Stress positions are used in torture to cut off circulation and create extreme pain in the joints. Postures of humiliation are chosen where you cannot see what is happening, and have no chance to remain calm, clear, and alert. . Having your kidneys exposed to cold air creates vasoconstriction, high blood pressure, strains the renal system, lowers immunity and causes acute physiological stress.

I think of how many people in the world are being tortured right now as I write. I don't have to say this but I will. There are very few people who will put themselves aside to help others. There are only a few who would try (and even try again) to deliver food and medical supplies to Gaza. Both Canada and the US are ratified in the Geneva conventions against torture. In war time or in peace time, torture is not legal.

Stop supplying Israel. Stop supporting Israel. Apply sanctions. If we do not stop Israel's use of torture, one thing is clear. We are complicit. We know this. Write your elected officials, and for God's sake, speak up already.

[ggbrah @abzybrah]

@Criminalsimpson @DragonflyJonez @ayonanwar @PeterEmmm

[ggbrah @abzybrah]

@sciamchy @NBABabySecret Booker

[sciamchy @sciamchy]

your future husband is on twitter ranking NBA players by meat size

[ggbrah @abzybrah]

@Ness1488uno @tztokchad @mhrz_m

[ggbrah @abzybrah]

@BrendanFalk We also treated gyg as a tech ipo

[ggbrah @abzybrah]

@based16z @AltcoinSherpa Dude will see 500b stocks 4x and think sizeable money will move into an alt coin

[Tom Chivers @TomChivers]

missing an important one here imo

[rewind @rewind02]

Andrej Karpathy spent 4 minutes in an interview explaining a single idea

about how most people haven’t even started learning how to use AI

and everyone paying $20/month for a subscription.. that's not really using Claude at all

his point is that the real skill gap is the ability to build with AI

he identified 4 behaviors that break Claude Code and put them all into one file

a developer expanded it into 21 rules and published it - 82,000 stars and #1 on GitHub Trending

coding accuracy jumped from 65% to 94%

here's what these 21 rules actually are and why most developers using Claude every day have never configured them

the full breakdown is covered in the article below 👇

[ggbrah @abzybrah]

@DrewVento @BowTiedPassport More like 7 6 ha ha

[Ali Abunimah @AliAbunimah]

I know you’re going to think this sounds fake but the mascot of Oorah, the Jewish group whose “Israel” junkets are funded by @Kars4kids, is an anthropomorphic stack of money named Fiveish