AMOGH

Shein Socrates

[AMOGH @definitelyAmogh]

Sufficiently advanced technology is indistinguishable from magic 🤯

[SpaceX @SpaceX]

Starship's first orbital flight delivered 26 Starlink V3 satellites to space

[AMOGH @definitelyAmogh]

@damnang2 The rot runs so deep you have no idea 😵‍💫

[AMOGH @definitelyAmogh]

@theojaffee Cost I guess. Insane LARP/$ economics on these

[AMOGH @definitelyAmogh]

Increasingly feel like using TLDRDL instead of TLDR:

Too Long Did Read Didn’t Like

[AMOGH @definitelyAmogh]

T minus 365 days till they’re the thumbnail for a banger YT documentary on SPCX

[SpaceX @SpaceX]

Liftoff of Starship's first orbital flight

[AMOGH @definitelyAmogh]

@IterIntellectus Istg this is wallpaper grade! I downloaded all of them in 4K 😍😍

[bone @boneGPT]

"People aren't ready, this is gonna change everything"

You know what people weren't ready for? Fucking mammoths. Tigers eating them. Monkeys ripping their arms off. The black plague. The ice age. Smallpox. Vikings pulling up on the beach. Drinking water that gives you diarrhea until you die. Getting a scratch and losing your whole leg. The Mongols. The Spanish Inquisition.

One volcano can send us back to the dark ages and these safety guys are gonna be shocked. Oh the robots didn't kill us? It was a volcano? Imagine their disappointment as the hot ash rains down on them.

A solar flare is gonna explode your phone in your pocket your legs are gonna be covered in battery acid and your bank account will stop working. You're afraid of a computer program doing math?

"Things are moving too fast" homie you live on a rock that periodically deletes everything. You are one the most luckiest entities in a 100 light year radius living during a golden era. Cheer up.

My ancestors crossed an ocean in a wooden box because they ran out of fucking potatoes.

"The social disruption will be enormous!"

Nigga World War 2? World War 2? Hop in the people carrier we're landing on the beach.

Are these people out of their fucking minds? Do they not know what we've survived already?

A couple decades of air conditioning and people suddenly think oh this is the natural condition of mankind. No. We used to have eight kids because seven didn't make it. You're gonna be fine. Man the fuck up.

Accelerate.

[Riley Walz @rtwlz]

It's a little hard to internalize that the list of things one person can achieve is rapidly growing. You must think big to match what you're truly capable of now

[AMOGH @definitelyAmogh]

@damnang2 Doing absolute god’s work making these free for all readers ! 🙌🏼🙌🏼🙌🏼

[AMOGH @definitelyAmogh]

@ZONEofTECH I went back to the iPhone 4/Gen 1 iPad ads right after I saw this. Feels so good ! 😌

[Theo_쎄오 @THE0129]

삼성전자 다닐 때 제일 듣기 싫었던 단어가 바로 "감성"이다.

애플 쓰는 사람들이 흔히 애플은 "감성"이 다르다고 하는데
하.. 뭔가 자꾸 겉멋 든 단어 같았거든

기능이면 기능, 디자인이면 디자인이 좋다 이런건 이해가 갔는데
뭔 전자기기에서 감성 타령이냐, 그거 다 겉멋 들어서
뭔가 애플이 괜히 좋다고 포장하려다가 막히니 감성 드립인 줄 알았는데

내가 삼성을 퇴사하고 나와서 맥북과 아이폰을 처음 쓰면서
이 감성이라는게 뭔지 느껴버렸고,
그동안 삼성다니면서 경쟁사 제품 제대로 써보지도 않았었던게
부끄러웠었음

애플의 우월함과 상품성이 자꾸 감성으로 퉁쳐지는게 생각보다 간단한게

삼성은 어떤 기능을 만들 때 숫자를 기준으로 삼으려고 함
화소수가 어떻고, 배터리 용량이 어떻고
그게 기술적인 단어고 계량하기 좋으니까 오해살 일도 없고

그런데 애플의 기기들을 써보다보니 계량화되기 어려운
사소한 요소들의 완성도를 극한까지 올리기 위한 노력들을 해놨더라

예를들면 잠금화면이 풀릴 때 자물쇠가 열리는 표현을
굳이 자물쇠 고리가 몸통에서 위로 올라갔다가 돌아간다거나
타이핑 때 나는 소리의 완성도가 높아서
가끔은 소리 켜고 타자 치고 싶은 모먼트가 생긴다거나?

맥북만 하더라도 TouchPad의 제스쳐 이런게 너무 편해서
따로 마우스를 두는게 되려 불편할 정도인 걸 생각해보면

진짜 이걸 여기까지 신경썼다고? 의 영역들이 많음
그러다보니 이게 기능적인 부분이라거나
스펙적인 부분이 아닌데, 뭔가 사소하지만 큰 차이를 주고
그게 만족으로 이어지다보니 '감성'으로 퉁쳐지게 되는거였음

그래서 애플이 성공할 수밖에 없는 것 같다는 생각이 듦
오히려 인문학적인, 사람에 대한 이해가 높아야한다는 생각도
그런데서 오는거기도 하고

이번 아이폰 폴더블을 보면서도
원조는 삼성이었고 디자인이나 폼팩터는 유사한데
과연 애플은 이 카테고리의 제품을 또 어떻게
인체공학적으로 해석했을지가 궁금해지긴 함

[AMOGH @definitelyAmogh]

@damnang2 @joule14 Congratulations on this ! Incredibly excited to see the work Joule comes up with

[AMOGH @definitelyAmogh]

They let him cook and COOK he did ! 🚀

[AMOGH @definitelyAmogh]

Any sufficiently advanced technology is indistinguishable from magic.

[Saint Nomad @Saint_n0mad]

engineers are the magicians of highest order

[AMOGH @definitelyAmogh]

@psswordprotectd And all of this is either NOT BIFL or can’t really be BIFL honestly (like how tf is/isn’t a Lego set BIFL) .

[AMOGH @definitelyAmogh]

@beffjezos Excited for Apple run by an engineer !

[AMOGH @definitelyAmogh]

Ooooooff !! What a read !

[Krzysztof Szczawinski 🇵🇱 @Kristof_Poland]

It is no accident that athletes and singers are being idolized. It is a tool of social control.

Let’s be fair first. Celebrity culture does something real and not entirely negative: it gives young people a path that has the appearance of being accessible. The boy from the poor neighborhood who watches the footballer and thinks – I could do that. The aspiration is genuine, the effort it produces is real, and the meritocracy of the playing field is one of the last functioning meritocracies we have. This is worth acknowledging.

But…

But the real hero of our world is the entrepreneur. The person who sees a problem, builds a solution, risks everything, fails, rebuilds, and produces something that didn’t exist before – something that employs people, solves problems, improves lives. This is the most consequential human activity available in peacetime. It is also the least celebrated. No stadium. No album. No algorithm promoting it to your feed.

Kids today should have posters of Elon Musk in their rooms. Not because he is perfect — he is not — but because he represents something the footballer and the pop star cannot: the proof that building something extraordinary is no longer the privilege of the connected, the credentialed, or the well-born. A South African immigrant with a physics degree and a maniacal work ethic built the most important rocket company in history, the most consequential social media platform in the world, and the electric vehicle that forced every car manufacturer on earth to change direction. The path is real. The path is open. The path requires everything you have. That is a better poster than any footballer.

The Roman citizen who once governed the republic received, in compensation, bread and circuses. The crowd’s attention was managed toward the arena and away from what actually mattered. The gladiator was famous, desired, and owned. He had no power. The crowd worshipped him and went home. The emperor decided everything.

The algorithm is the modern arena management system. It selects for what produces engagement – the immediate, the visceral, the emotionally legible. The footballer’s goal is instantaneous and universally understood. The entrepreneur’s breakthrough is slow, complex, and requires context to appreciate. The algorithm is indifferent to the builder – and indifference, at scale, produces invisibility.

The Frankfurt School completed the mechanism. By attacking the concept of what is worth admiring — declaring that excellence is a power construct, that the hierarchy between the important and the entertaining is itself oppression — it removed the cultural framework that would otherwise orient attention toward what matters. If nothing is genuinely more admirable than anything else, the footballer and the person curing disease are equivalent. And the footballer has better marketing.

Meanwhile, in the shadows, entrepreneurs and researchers backed by AI are building the actual future. Defeating diseases. Building rockets. Rewriting energy. Quietly. Without a stadium.

The civilization that built the Parthenon, the Sistine Chapel, and the moon landing understood that some things are more important than others – and organized its attention accordingly. The civilization that has forgotten this distinction fills the arena, watches the gladiator, goes home, and calls it culture.

Put the entrepreneur on the wall. Pay attention to the shadows. That is where the light is coming from.

[AMOGH @definitelyAmogh]

Sometimes I just wanna look at a YouTube thumbnail without it playing the preview ! How do I do that ?

[P Equity Research 📰 @pequityresearch]

Nomura Securities: Global optical laser chip eco-system and competitive landscape

InP Wafer

AXT $AXTI
Sumitomo Electric $5802.T
JX Advanced Metals $5016.T
Coherent $COHR
Lumentum $LITE

Epi Wafer

IQE $IQE.L
Landmark Optoelectronics $3081.TW
VPEC $2455.TW
Coherent $COHR
Lumentum $LITE
Sumitomo Electric $5802.T

Wafer Equipment

Aixtron $AIXA.DE
Veeco $VECO
Taiyo Nippon Sanso $4091.T

CW/EML Laser

Lumentum $LITE
Coherent $COHR
Sumitomo Electric $5802.T
Mitsubishi Electric $6503.T

SiPho Foundry

Tower Semiconductor $TSEM
GlobalFoundries $GFS
TSMC $TSM

Chip Equipment

FormFactor $FORM
Keysight Technologies $KEYS
Anritsu $6754.T

[Serenity @aleabitoreddit]

Now that markets are hosting a laser party again from $SIVE, OE Solutions, $LITE, Coherent, to $AAOI.

There’s a pretty interesting study:

Both from Fidelity and a UC Berkeley research paper, that the best investors are the ones who either…

- Anecdotally forgot about their account (Fidelity)
- Didn’t actively trade/overtrade (18.5% return from infrequent traders vs. 11.4%).

Not any advice, but some of these anecdotes might be helpful to retail to read in general…

Since I witnessed a lot capitulation off memory, photonics, or thematic volatility, just for retail not have positions on a sharp recovery.

Having conviction also usually people in that “not overtrading” camp, since it helps to not overtrade in drops or see opportunities to cost average.