69420 🌝

[The Fault Line @faultlineworld]

Government cyber agencies across Malaysia and Singapore are issuing emergency alerts right now.

Hackers have turned WhatsApp into an automated malware delivery network.

They are no longer attacking you from random foreign numbers.

They are seizing the accounts of your actual co-workers, friends, and family.

A trusted contact sends you an urgent text with an invoice or bank statement attached.

They tell you to open it on your PC.

The second you click that archive, you hand total remote control of your computer to an attacker.

Victims have already been hit across Brazil, Taiwan, and Southeast Asia.
The malware steals your banking passwords.

It logs every keystroke you type.

Then it hijacks your active WhatsApp session to fire the exact same virus to everyone in your contact book.

Your trust in your own contacts is the backdoor.

If you get an unverified file on WhatsApp, do not click it.

Your friend did not send it.

A hacker operating behind their identity did.

[Mr. Whale @MrWhale]

🚨 BREAKING:

HACKERS ARE TURNING WHATSAPP INTO A MALWARE DISTRIBUTION NETWORK ACROSS MULTIPLE COUNTRIES.

A dangerous cyberattack campaign is targeting WhatsApp users, disguising malware as legitimate financial documents, invoices, bank statements, and business files.

And there’s a disturbing twist: the messages can come from people you already know.

Here’s what we know:

🇲🇾 MALAYSIA
• October 29: MyCERT confirmed an active malware campaign distributing malicious ZIP attachments through WhatsApp.
• Files impersonate invoices, account statements, e-statements, and payment documents.
• Messages come from potentially compromised contacts or fake business identities.
• The malware can install remote-access backdoors on Windows computers.

🇸🇬 SINGAPORE
• October 28: SingCERT issued an official advisory after receiving multiple reports of malware campaigns spreading through compromised WhatsApp accounts.
• November 2: Singapore Police issued another warning about malicious attachments disguised as business documents.
• Hackers can steal credentials, record keystrokes, capture screenshots, and compromise WhatsApp accounts.

🌍 OTHER COUNTRIES IDENTIFIED

Kaspersky’s June 22 research identified victims across multiple countries and territories, including:

🇲🇾 Malaysia
🇧🇷 Brazil
🇸🇬 Singapore
🇹🇼 Taiwan
🇻🇳 Vietnam

Malaysia had the highest number of observed victims in that particular campaign.

HOW THE ATTACK WORKS:

Hackers compromise a WhatsApp account.
They send malicious ZIP, ISO, or disguised document files to existing contacts.
Victims are instructed to open or extract the files on a Windows computer.
Running the malicious program installs malware or a remote-access backdoor.
Hackers can steal sensitive information and use compromised accounts to spread the malware further.

⚠️ PROTECT YOURSELF:

• Never open unexpected ZIP, RAR, ISO, or EXE attachments.
• Verify suspicious files directly with the sender through a phone call.
• Enable WhatsApp Two-Step Verification.
• Check your Linked Devices regularly.
• Never share your WhatsApp verification code or PIN.

IMPORTANT: These are documented campaigns from different reporting periods, not proof that all five countries are experiencing the exact same attack simultaneously.

Your WhatsApp contact list could become the next distribution channel.

DON’T TRUST AN ATTACHMENT JUST BECAUSE IT COMES FROM SOMEONE YOU KNOW.

Stay alert. Stay protected.

[Max Anderson @MaxAnderson]

As someone who has personally spent $500k / mo+ on Google Ads for years, I can tell you with certainty:

This revenue growth in Search is artificial & extremely unhealthy for Google’s business long term

Search volumes are declining as legacy search is being increasingly cannibalized by non-monetized LLM queries

Google’s response?

Manufacture revenue growth via short-sighted, highly extractive, customer-hostile tactics. I.e. charge advertisers more for lower quality clicks, including clicks they do not want and explicitly did not approve Google to charge them for

A few examples to illustrate:

For all of its history until recently, Google operated on a 2nd price auction model

I.e. if you bid $5 CPC and the next highest bidder bids $1 CPC, Google charged you $1.01 for the click (one penny more than the 2nd highest bidder) rather than the $5 you bid

This was a genius move by Google early on as it incentivizes advertisers to input their true maximum willingness to pay rather than trying to play the game of bidding low and constantly adjusting to try to stay just ahead of the next highest bidder while still not paying too much

However recently, Google silently deprecated the 2nd price auction and began charging advertisers as much as their bid and budget caps allow, regardless of what anyone else is bidding

It’s a short-sighted cash grab at the expense of the long term health of the advertiser ecosystem

Making thing worse, Google also recently nerfed keyword targeting precision

Google previously had precise keyword targeting settings that allowed advertisers pick individual search phrases to bid on, defined down to the character w/ exact match or phrase match targeting

This was one of the core features that made search advertising magic, enabling advertisers to run extremely precise campaigns based on exactly what their target customer typed

But now, even if you bid on a specific term or phrase using the strictest exact
-match targeting settings, Google will show your ad across 1000’s of unrelated keywords, labeling them as as “exact match (close variant)”

The definition of “close variant” means whatever they want it to and changes constantly. The result is advertisers get billed for clicks that are totally irrelevant to their business and that their targeting settings explicitly forbid Google from targeting. Google does it anyway and there’s no ability to turn this off

So now exact match is broad match, and broad match is just meaningless spam

This is all very bad for advertisers, but for Google, it allows them to show your ad and bill you for clicks across 1000x more searches that were previously going unmonetized (mainly because they’re garbage queries no one wants)

This is how you grow revenue atop declining search volumes

Lastly, and perhaps most egregiously, Google quietly stopped respecting budget caps by a factor of 2x. For example campaigns we’ve been running for years with $1000 daily budget caps suddenly began spending $2000+ per day

And the extra spend is entirely on the garbage keywords Google arbitrarily throws in as “exact match (close variants)” which have no value to our business, but can’t be turned off

Google offers no refunds nor any recourse for overspend or spend on keywords you explicitly did not target

These are not the actions of a healthy business. These are the actions of company whose core business is in decline but desperately needs to pump quarterly earnings so Wall Street will continue to fund insane capex while hopefully looking through their rapidly deteriorating negative free cash flow

Google operated a benevolent monopoly for the better part of 25 yrs

Meaning the value Google captured from Search was but a small fraction of the value it created, and that spread produced a potential energy that justified expectations of high earnings growth far, far into the future

This is now no longer the case

At the alter of AI capex, Google is sacrificing the golden goose

[P Equity Research 📰 @pequityresearch]

https://t.co/KVrDWNcNxL

[华尔街观察 Xtrader @cnfinancewatch]

世界杯揭幕式

[The Kobeissi Letter @KobeissiLetter]

BREAKING: May CPI inflation rises to 4.2%, the highest level since April 2023.

Core CPI inflation also rises to 2.9%, the highest since September 2025.

Inflation in the US is officially back above 4% and more than double the Fed's target.

Odds of Fed rate hikes are rising.

[孙云冉.eth @sunyunran]

黄仁勋被问到你很有钱了还有什么梦想吗？

[Leshka.eth ⛩ @leshka_eth]

TOMORROW: MOST IMPORTANT DAY FOR MARKETS IN A DECADE

Every fund over $100M files their 13F with the SEC on May 15 - mandatory disclosure of every long position held in Q1

One day per quarter when you see what smart money was doing while retail watched the news

Watch these five:

• Leopold Aschenbrenner - beat S&P by 47% in his first 6 months
• Warren Buffett - 60 years in markets, never had a down decade
• Stanley Druckenmiller - 30 years without a losing year
• Bill Ackman - the most vocal macro trader alive
• Ray Dalio - largest hedge fund in the world

New Fed Chair, Iran deal talks, Trump-Xi summit, and markets at critical levels - all in the same week

This is the most significant 13F filing day in a decade

Watch closely

[Price Action Lab @priceactionlab]

$QQQ vs. $IGV: The Big Divergence. New free article. Link in reply below. 👇

[Ross Hendricks @Ross__Hendricks]

Lot o’ $mu maxis are about to learn two very expensive lessons…

1) memory is the most cyclical, commoditized part of the semi complex, and

2) the absolute worst time to buy cyclical, commodity businesses is when they look “cheap”

[Heisenberg @Mr_Derivatives]

$MU What the….?!

[Gordon 🐂 @GordonGekko]

Someone has just opened a $17,300,000 Oil short position.

Do they know something? 👀

[Dustin @r0ck3t23]

Jensen Huang just told every college student on Earth the one thing that determines whether they get hired.

It is not their GPA.

It is not their degree.

It is not their internship.

Huang: “If I have a choice between two, I would hire the one who’s expert in using AI.”

He did not say prefer. He said hire.

One gets the job. One does not. The only variable is whether you learned to use the machine.

Then he went down the list.

Accountant. Hire the one who uses AI.

Lawyer. Hire the one who uses AI.

Marketing. Supply chain. Sales. Customer service.

Every function. Same answer.

The person who can command the model does not have an edge. They are the only candidate in the room.

Everyone else is applying for a job that no longer exists.

Huang: “If you’re a carpenter, if you’re an electrician, go use AI. If I were a farmer, I would absolutely use AI.”

That line should demolish every assumption about who this technology is for.

This is not a Silicon Valley tool for software engineers.

This is infrastructure for anyone who builds anything with their hands or their head.

A farmer who uses AI to optimize soil, predict weather, and manage yields is not competing with other farmers.

They are operating at a level that used to take an entire department.

An electrician who uses AI to model loads, simulate wiring, and quote jobs in seconds does not compete with other electricians.

They compete with firms.

One person with the model replaces the output of a team without it.

That is not a prediction. That is Tuesday.

Huang: “Every college student should graduate and be an expert in AI.”

Not familiar with it. Not aware of it. Expert.

The university system is still training students to execute the work.

The market already moved. It wants the person who directs the machine that executes it.

Four years of tuition. Thousands of hours of lectures.

And if you walk out the door without mastering the one tool that redefines every industry you could enter, you burned all of it.

Huang: “I want to see what it could do to elevate my job, so that I could be the innovator to revolutionize this industry myself.”

That is the part most people miss.

AI does not replace ambition. It multiplies it.

The carpenter who learns the model does not lose their craft. They scale it.

The pharmacist who learns the model does not become redundant. They become dangerous.

One person. Deep skill. Full command of the machine. That used to be called a company.

The question is no longer what do you know.

It is what can you build with the machine that knows everything.

And the people who cannot answer that are not falling behind.

They already fell.

[Sameer @samtwtss]

bro, it's so over for designers

google stitch is insane. 🤯

[亚洲金融 Asia Finance @AsiaFinance]

两年前，车库咖啡创始人苏菂，公开炫耀如何逃避美国的AI技术制裁，走私了200片英伟达的H200显卡；两年后，苏菂的供应商被抓了，美国司法部今天公布案情：联邦调查局(FBI)调查显示，廖、张、孙三人利用东南亚公司，合谋向中国买家出售数十亿美元英伟达GPU，最长面临20年刑期。

[Z @ZeeContrarian1]

$XLE just printed the biggest volume of the entire move right at the highs.

That usually means smart money selling into strength while late buyers chase the headlines.

Oil can still spike if something gets bombed, but energy stocks might already be telling you the war trade is getting closer to the end.

Iran is being defanged day by day. Ignore the headlines — stick to the facts.

Missiles fired:
Day 1 ~300+
Day 2 ~200
Day 3 ~100+
Day 4 ~50

Meanwhile, the Israeli stock market is up ~5% since the start of the operation. That’s the smart money, not the dumb money trading headlines.

All the major powers have an incentive to keep the Strait of Hormuz open. A solution will come. Oil markets will likely be flooded again.

Be smart. Look at the future, not the headlines.

Iran lost its navy, air defense and ~70% of its rocket launchers. Soon they’ll be more harmless than a Disney bunny.

[Geiger Capital @Geiger_Capital]

Stan Druckenmiller’s current positions:

- LONG Korea + Japan (+ Brazil)
- LONG Copper (AI + tight supply)
- LONG Gold (geopolitics)
- SHORT Bonds

Portfolio is no longer "AI-driven". He’s bearish on the Dollar but bullish on the US economy with disinflationary growth.

[Miles Deutscher @milesdeutscher]

Perplexity just took its shot at killing OpenClaw, and I'm completely blown away.

Their new Computer tool is the most powerful agentic system on the market right now.

Think OpenClaw, but on steroids (easier setup, better security + more)

My top 10 mega prompts (copy/paste):

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack