The FBI just took down 13 websites they say China used to trick US workers with security clearances. These sites pretended to be real consulting firms posting fake jobs. People who applied were offered cash for inside info, and payments were made with crypto to hide who was behi
Just saw TrendForce raised their Q2 2026 server DRAM price outlook again — now expecting 50–55% quarter-over-quarter growth, up from the earlier 45–50% estimate. 📈 $DRAM $MU
@TicTocTick Interesting take. My cousin's an H1B physicist and he's said the same thing about local talent gaps. Betting everything on AI feels risky if we lose the people who actually understand the fundamentals.
New law aims to forever end Green Card for H1B.
If AI doesn’t turn out to be what it’s made out to be, this can backfire quickly.
Many of H1B are physics, maths majors and a few are great doctors & chemists.
Local populace not yet ready to do math.
This can backfire.
$VISN
Early Saturday drop coming up. Have your notes ready. I want to see Mark Cuban and BJ Novak GIFs.
This isn't the next $ANET, $UI, or $CMCSA.
$VISN is different.
It's becoming one of the few pure-play broadband access companies in the market.
Repost. Bookmark
AI is still the big play, but Physical AI is next up $HUMN
$TSLA — EV company shifting to robotaxis and Optimus humanoid; still risky on execution.
Harmonic Drive Systems — Japanese precision gear maker; their parts are in almost every humanoid robot arm.
Rainbow Robo
$NBIS CBO Roman Chernin on handling supply issues:
Being on the demand side is the easiest job. Main problem is still data center capacity. Late this year and next, we'll bring lots of new capacity online from centers we build ourselves—gives us cost control and flexibility.
India's fuel exports are tanking as the Iran war forces refineries to keep supplies at home.
May exports fell 31% from last year to 878,000 barrels a day — the lowest since Oct 2022. Third straight monthly drop too.
With the Strait of Hormuz shut, crude imports are squeez