egg zentric

ions ⇘ atoms ⇗ compounds

[egg zentric @eggventions]

@kopin @FabricAIFABC “Kopin’s proprietary MicroLED and patented bi-directional NeuralDisplay™ architecture”

Regarding the latter, is Kopin still with Hamilton, Brook for patent work and related legal actions (appeals, enforcement, etc.)?

[egg zentric @eggventions]

Think: Harmony with Horses

“Mentally, your horse should not weigh anything. When you ask your horse to do something it should be his idea. This is the goal.”

— Ray Hunt

The horse does not execute your idea.
https://t.co/D39e4cG1uv

[Bitcoin Teddy @Bitcoin_Teddy]

Elon Musk thinks coding dies this year.

Not evolves. Dies.

By December, AI won’t need programming languages. It generates machine code directly. Binary optimized beyond anything human logic could produce. No translation. No compilation. Just pure execution.

Musk: “You don’t even bother doing coding.”

Code was never the point. It was friction. A tax we paid because machines didn’t speak human. AI just learned fluent human. The tax is gone.

Now plug that into Neuralink. No syntax. No keyboard. No screen.

Musk: “Imagination-to-software.”

Thought becomes executable. You imagine an outcome, the system architects and compiles it into reality instantly.

We’re not automating programming. We’re erasing it from existence.

The entire profession collapses into a thought. Decades of training reduced to irrelevance. The gap between idea and instantiation hits zero.

You don’t build anymore. You imagine, and it materializes.

Not incremental progress. Total phase shift. The way humans have created things for ten thousand years just became obsolete.

Welcome to a world where the limiting factor isn’t skill, resources, or time. It’s whether you can picture what you want clearly enough for a machine to birth it into existence.

[egg zentric @eggventions]

NEDAP: Live Livestock Monitoring

This startup isn’t doing anything significantly different than what NEDAP has been doing for years, except tacking on “Peter Thiel”.

$NEDAP | Euronext Amsterdam
https://t.co/DMJCzKH7rY
https://t.co/ooyihpqoA7

[Ole Lehmann @itsolelehmann]

this is just the most ridiculous AI application i've ever seen lol

a Peter Thiel-backed startup that makes AI collars for cows is now worth $2 billion

and the more I read about it the cooler it gets. here's how it works:

every cow wears a solar-powered collar that talks to a network of radio towers and an app on the farmer's phone

instead of building physical fences, the farmer draws the fence on a map in the app, and the collar keeps each cow inside that invisible line using GPS

when a cow drifts toward the edge, the collar plays a sound to steer her, and a gentle vibration tells her which way to go.

it's like how a car beeps as you back up toward a wall

the cows learn the cues in a few days

so now a rancher can move an entire herd to fresh grass by sliding the fence on a map, without driving out to open a single gate

and that same collar is reading each cow's body the whole time.

it takes five readings per second on every animal, so the AI can catch a cow that's sick, injured, ready to breed, or about to give birth before a person would ever notice walking the field

so it's basically like WHOOP for cows too lol

and they gave the AI behind it the perfect name: the Cowgorithm

it's been trained on more than 7 billion hours of real cow behavior, which is why Halter calls the data its real asset and moat.

they know what a normal cow looks like better than anyone, so they can flag the odd one out instantly

it's already on more than 1M cattle across New Zealand, Australia, and a bunch of US states.

California even used it on public land to graze cattle in patterns that clear dry brush and slow down wildfires

costs about $5 to $8 per cow per month

a job that used to mean barbed wire, gates, and driving the fields all day is now mostly 1 person on their phone

[egg zentric @eggventions]

One of the authors of this tripe was an economic advisor to Joe Biden, eh.

[egg zentric @eggventions]

Congress hasn’t protected us from inflation, they’ve aggravated it (e.g., excessive stimulus post-Covid), and the federal income tax is a case study in price gouging.

The LAST thing we need is more “federal policy tools to adequately address such crises.”
https://t.co/IbAvOLkxXW

[egg zentric @eggventions]

@AndDegen Bethlehem Steel: Interesting example of an enabling technology—Henry Grey’s rolling mill process for steel.

A classic “high tight flag” in the spring of 1915. Rare pattern.

$BS

[Article from IBD, Jan. 2013]
https://t.co/CECpsDys1B

[egg zentric @eggventions]

“Assume the position.”

— SpaceX, to retail investors

[Polymarket @Polymarket]

86% chance SpaceX is the largest IPO of the year. https://t.co/lBh35zmrZh

[egg zentric @eggventions]

@AndDegen I see the sector as rhyming with the “Go-Go” market of the 1960s. Space stocks with far out names were big then, too, and so was speculative retail trading. The book about it by John Brooks is a good read.

The new moonshots are the old skyscrapers.

Agree—it’s at least starting.

[egg zentric @eggventions]

Textbook Crap & Trap.

[egg zentric @eggventions]

Evogene (Biomica) should target “stuck poop” with their live bacterial therapeutics.

$EVGN

[egg zentric @eggventions]

A big price excursion on minor news and crazy volume [3𝜎; 2.4x float] usually marks a speculative extreme, up or down.

[egg zentric @eggventions]

@bball___llabb Silicon-based. The primary mode of operation is by controlling the movement of electrons and holes (electric current)—as opposed to controlling photons.

[egg zentric @eggventions]

Network Topology: Flat and Flatter

Marvell Teralynx T100 electronic switch: radix of 512.

Kopin/Fabric·AI microLED optical interconnect: radix on the order of microdisplay pixel counts.

[egg zentric @eggventions]

After last month’s momentum thrust to BB% > 130, it held at ~50.

[egg zentric @eggventions]

$PXLW: “Pixelworks, Inc., a leading provider of innovative video and display processing solutions, …”

With a market cap ex-cash of a mere $10 million, it’s a stretch to call them a leading provider of anything.

[egg zentric @eggventions]

Nevertheless, it appears that “something’s up”.

A close at or above ~7.25 is needed for a Darvas Box breakout.

[egg zentric @eggventions]

Ten weeks early.

[egg zentric @eggventions]

SK Hynix Pulls Forward M15X Fab Ramp to Win the HBM Race

• $15B expansion of existing fab in Cheongju
• Designed primarily for DRAM used in HBM stacks

rotation:

$MU, $SNDK → $CAMT, $NVMI
HBM scarcity trade → capacity expansion trade
https://t.co/6F2BGsaa9H

[egg zentric @eggventions]

IQE’s FY25 Results: Business update: Connect

“Secured multiple development orders with leading global technology customers developing ultra-fast GaN-on-Si microLED solutions to address critical data centre network bottlenecks.”

We recall that $IQE acquired $KOPN’s HBT division.
https://t.co/VdLe2s4rOH

[egg zentric @eggventions]

@converse_tech_ “Critical” minerals and data center “bottlenecks” have much in common as investment themes, but what they have most in common is disregard of The Unknowable And Unforeseeable.

Well-managed companies take advantage of TUAU when it arises; poorly-managed companies become roadkill.

[egg zentric @eggventions]

Classic Simon vs. Ehrlich situation.

human ingenuity vs. extractive commodity

Make your wager.

[converse ✧ @converse_tech_]

I see this chart circulating around. You know what theme is going to win?

OPTICS - $LITE $COHR $FN $MTSI $TSEM my picks.

[egg zentric @eggventions]

@converse_tech_ Same here, in the form of a silver target (six 9s) and several copper ones.