New filing for a 2x DRAM.. I called this yesterday (altho wasn't that hard of a call). We about to see the Memory trade get the full ETF treatment. Next up: Memory Buffers
@bennpeifert if you combine the sentiment of "fuck it, we ball" with its older sibling, "ball is life," you end up with the beautiful and courageous "fuck it, we live"
The global economy is held up by SF lying to NYC about how fast AI is growing and NYC lying to Abu Dhabi about how safe private credit is and Abu Dhabi lying about how safe their oil is
@spicydragon23 Maybe alternatively GOOG long, but yeah, very disruptive if the department has to implement a narrow interpretation of this plus the secretary's follow up
President Donald Trump says he is directing every federal agency to cease all use of Anthropic’s technology.
Anthropic is the artificial intelligence company that created Claude.
@TheIntelFrog Other thoughts:
- the actual c-uas system is probably observable
- a c-uas system with ew or kinetic defeat should have a 130i waiver and paper trail
- a c-uas engagement should trigger a ccir to norad/northcom