Simone Dosi

Software Engineer at Scuderia Ferrari 🏁 🏎️ 💨💨💨 Ex Engine Programmer at Ubisoft Milan 🎮🕹️ (my own thoughts)

[Simone Dosi @dousi96]

@RhoRider This doesn’t take into account the math of others strategic reserves in places like jap/s.korea that are much more affected by the soh

[Simone Dosi @dousi96]

@DonMiami3 @MacroEdgeRes algos should be fixed after 1m of fake news

[Simone Dosi @dousi96]

@GavMcCracken fake

[Simone Dosi @dousi96]

@emmevilla Matteo possibile che il Pakistan abbia messo in mano alle 2 delegazioni accordi "leggermente" diversi con lo scopo di riportarli al tavolo delle trattative?
In ogni caso vedo critico anche questo MoU per quanto riguarda i flussi petroliferi

[Simone Dosi @dousi96]

@DarioCpx still waiting to hear the timeline of the MoU.
Who will remove his blockade first? when the frozen funds will be unlocked? What about Lebanon?

[Ali Hashem علي هاشم @Alihashem]

According to my sources, the draft proposal that’s supposed to be finalised include:

-End of war on all fronts including Lebanon

-Freeing several billion dollars of Iran's blocked funds

-Lifting the U.S. naval blockade and opening the strait of Hormuz

-Withdrawal of American forces from the immediate vicinity of Iran

After this, the parties will have 30 days to agree on the nuclear issue.
These 30 days can be extended by mutual agreement.
During these thirty days, passage will be facilitated through the strait.
According to Iran, management of the Strait of Hormuz will be an Iranian-Omani issue, and is being negotiated with Muscat.

[Simone Dosi @dousi96]

@KersevanRoberto il 2026 è l'anno del lago del Brasimone:
- prototipo di SMR
- serie TV Rai "Lo sbirro in appennino"
è siamo solo a metà

[The Great Martis @great_martis]

The art of the deal. 😅

[JH @CRUDEOIL231]

Shoutout to our Pakistani bros for bringing world peace for the 69th time. Not that it’s ever lasted once, but hey much appreciated boys.

But seriously, dropping the final deal tomorrow and then saying, 'See ya after Hajj' for the next meeting is a total joke.

What a clown world we live in.

#oott #iran

[Baudrillard Forever @GroovySciFi]

Median Italian worker contributes €300/mo to the national pension plan, which pays the median retiree €1500/mo. The difference is paid using deficit spending. How this ends is anyone's guess.

[Uncle Milty’s Ghost @his_eminence_j]

Remember this for the future, guys: the bond market rules the world.

And when the Fed won’t stop a drunken orgy in equities, bond buyers will.

[Sebastian Schöner @s4schoener]

First rule of software optimization: Before trying to do the same thing faster, first ask yourself what steps you can skip altogether.

Temporarily boosting the CPU frequency is a fix for a symptom, not the cure for the root cause.

[Majid Hosseini @m4h007]

Is Iran making a mistake in allowing Trump and Barak Ravid manipulate the paper markets? In my view, yes.

Notice that Iran’s strategy is to use the pressure in the consumer markets to force Trump’s hand to abandon the battlefield and coercion.

This means that the sooner the consumer prices rise, the faster Iran can achieve its goals, and the fewer opportunities for Trump to turn the conflict to his advantage.

So far, Iran’s focus has been on the physical markets, and molecule scarcity.

Trump and Ravid’s focus has been the virtual markets and narrative control.

But the two are connected: the physical price today is determined by availability today and the expectation of scarcity tomorrow: you’d pay more and buy more molecules today, if you expect fewer molecules to be available tomorrow.

Trump and Ravid, by manipulating expectations, are bringing the physical prices down (see tweet 1 below for evidence). This is effective as long as there are no actual shortages, but there is expectation of future shortages.

When there are actual shortages, the market will find the clearing price that will depend much less on the expectations of availability tomorrow, because people have to meet their consumption needs today. But there can be a long way until that point. Right now, there’s no shortage in the US, just a mismatch between production and consumption, which is driving down the inventories.

Therefore, Trump and Ravid’s manipulation of expectations is effective in driving down the physical prices. As such, it’s to Iran’s advantage to deny them this move.

How can Iran counter Trump and Ravid’s moves? See tweets 2 and 3 for possible moves.

[Simone Dosi @dousi96]

@_HalalTrader_ @ecommerceshares ASML, ARM… just starting from letter A

[Gary Marcus @GaryMarcus]

Hot take on Elon’s surprise decision to rent 30 megawatts of compute to Anthropic:

1. It’s a tacit concession that xAI is not all that close to AGI (despite what he suggested last year).

2. It’s more evidence that pure scaling doesn’t get you to AGI.

3. If xAI turns out to be just another cloud company, in an increasingly crowded market, SpaceX investors very likely overpaid.

4. The very fact that xAI *has* an enough of oversupply to sell some to a big competitors doesn’t bode well for hyperscalers. We may very quickly find ourselves in a world where supply outstrips demands and prices drop precipitously.

5. Customers win but …

6. Companies like Amazon, Google, Meta, Microsoft and Oracle could all take a hit, especially given what they have done to their cash flows to build up their cloud compute resources.

[Simone Dosi @dousi96]

the fastest exit from a trap that is slowly bleeding it dry. (5/5)

[Simone Dosi @dousi96]

I don’t believe Iran will ever seriously respond to the latest US proposal (assuming it even exists). Tehran is playing a masterful war of attrition. Every day that passes strengthens its position, while its adversaries are cornered, increasingly desperate, and visibly (1/5)

[Simone Dosi @dousi96]

so-called allies pursue increasingly divergent agendas.Israel openly sees these conflicts as an opportunity to redraw the Middle East map. The UAE has fully aligned with Washington, while Saudi Arabia is quietly exploring other paths. The US, for its part, is looking for (4/5)