Holding Your Beer

Izinkan ku mencuri bayangan Wajahmu

[LIWEI_TW Capital @LIWEI_TWCapital]

For Liwei followers investing in both U.S. and Taiwan stocks, here are the tickers behind the supply-constrained components:

1. CPU
🇺🇸 $INTC $AMD $ARM
🇹🇼 —

2. DRAM
🇺🇸 $MU
🇹🇼 https://t.co/6NvrO8gAnc https://t.co/HXaN6H6K0g

3. NAND / eSSD
🇺🇸 $MU $SNDK
🇹🇼 https://t.co/0EpCeEdr25

4. HDD
🇺🇸 $STX $WDC
🇹🇼 —

5. ABF Substrate
🇺🇸 —
🇹🇼 https://t.co/ynX1R16c0U https://t.co/YUDKnKZPR1 https://t.co/tOXhu8RNGD

6. MLCC
🇺🇸 $VSH
🇹🇼 https://t.co/82ykJ3kVNK https://t.co/emsII4qkA3 https://t.co/zKkeYHKNgY

[Sidhant Sibal @sidhant]

Reason why we in Asia are generally speaking English is because Asia missed the last industrial revolution, Singapore FM Dr. Vivian Balakrishnan

Details China, US competition, pointing, China will not make "strategic mistake made a century, & half ago"

Vdo source: Asia Society

[Jan Nieuwenhuijs @JanGold_]

Today I advise everyone to buy at least 1 $QNT. Risk: loose $120, potential: earn $10,000.

[Kova @kovainvest]

现在all in AI
就像当年抓住房地产 比特币 互联网的机会

你怪父母没有抓住他们那个时代的机会
你可以抓住这个时代的机会吗？

[Tironianae 🍊🍊 Z. - Ultra Verbum Vincet @Tironianae]

For those that still don’t understand what Benghazi was all about:

🚨So here's the REAL story:

Ambassador Stevens was sent to Benghazi to secretly retrieve US made Stinger Missiles that the State Dept had supplied to Ansar al Sharia in Libya WITHOUT Congressional oversight or permission.

Sec State Hillary Clinton had brokered the Libya deal through Ambassador Stevens and a Private Arms Dealer named Marc Turi, but some of the shoulder fired Stinger Missiles ended up in Afghanistan where they were used against our own military. On July 25th, 2012, a US Chinook helicopter was downed by one of them. Not destroyed only because the idiot Taliban didn't arm the missile. The helicopter didn't explode, but it had to land and an ordnance team recovered the missile’s serial number which led back to a cache of Stinger Missiles kept in
Qatar by the CIA.

Obama and Hillary were in full panic mode, so Ambassador Stevens was sent to Benghazi to retrieve the rest of the Stinger Missiles. This was a "do-or-die" mission, which explains the Stand Down Orders given to multiple rescue teams during the siege of the US Embassy.

It was the State Dept, NOT the CIA, that supplied the Stinger Missiles to our sworn enemies because Gen. Petraeus at CIA would not approve supplying the deadly missiles due to their potential use against commercial aircraft. So then, Obama threw Gen. Petraeus under the bus when he refused to testify in support of Obama’s phony claim of a “spontaneous uprising caused by a YouTube video that insulted Muslims.”
Obama and Hillary committed TREASON!

THIS is what the investigation is all about, WHY she had a Private Server, (in order to delete the digital evidence), and WHY Obama, two weeks after the attack, told the UN that the attack was the result of the YouTube video, even though everyone KNEW it was not.

Furthermore, the Taliban knew that the administration had aided and abetted the enemy WITHOUT Congressional oversight or permission, so they began pressuring (blackmailing) the Obama Administration to release five Taliban generals being held at Guantanamo.

Bowe Bergdahl was just a useful pawn used to cover the release of the Taliban generals. Everyone knew Bergdahl was a traitor but Obama used Bergdahl’s exchange for the five Taliban generals to cover that Obama was being coerced by the Taliban about the unauthorized Stinger Missile deal.

So we have a traitor as POTUS that is not only corrupt, but compromised, as well and a Sec of State that is a serial liar, who perjured herself multiple times at the Congressional Hearings on Benghazi. Perhaps this is why no military aircraft were called upon for help in Benghazi: because the administration knew that our enemies had Stinger Missiles that, if used to down those planes, would likely be traced back to the CIA cache in Qatar and then to the State Dept’s illegitimate arms deal in Libya.

Forward this again and again and again until everyone reads the true story of Benghazi.

[Defiant Ghost @TheDefiantGhost]

Siddharth Kara just said it on Rogan: Britain paid the slave owners a fortune. Taxpayers finished the Bill in 2015.

£20 million.
Forty percent of the entire national budget.
Then they borrowed the money.
British taxpayers were still paying that loan in 2015.
Not 1850.
2015.

People who never owned a slave, never saw a plantation, were still on the hook for compensating men who treated human beings as property.

The Gladstones cashed one of the biggest checks.
Tens of millions in today’s money.
On top of the fortune they already extracted.

The enslaved got five more years of unpaid “apprenticeship.”

Then Britain just replaced them with Indian indentured labor and kept the machine running.
That’s the part that doesn’t make the museum plaque.

[Jimmy Corsetti @BrightInsight6]

Genesis 8:4: “…the Ark came to rest on the mountains of Ararat…”

I think now is a good time to revisit the 439 YEAR OLD MAP which shows NOAH’s ARK on the mountains of Ararat, located in modern day Turkey

Urbano Monte, circa 1587 🗺️👇🏻

[Adam | Faithful Messenger @Adam_FaithfulM]

The Bible told us where Noah's Ark landed. 4,000 years later, they're drilling right there.

Genesis 8:4: "The ark came to rest on the mountains of Ararat."

This week, scientists started drilling into a 515-foot, boat-shaped formation in the mountains of Ararat in eastern Turkey. Radar scans show angular walls, a central corridor, and three levels underground. Genesis 6:16 says the ark had three decks.

The right place. The right shape. The right size. The right number of decks.

Skeptics said the Hittites never existed, until their capital was dug up. They said Pontius Pilate was a legend, until his name turned up carved in stone. They said King David was a myth, until an ancient inscription named "the house of David."

Every time, the ground ends up agreeing with the Bible.

The Ark was real. The Flood was real. God's Word was always true.

[Pol Atreides @Aliathewhite]

Franck Zanu: Blacks Never Founded a Nation and Have Never Developed Anything on Their Own

[Technology & Machines 👩‍💻⚙️ @logiclpd]

Extreme Heights: Installing Giant Wind Turbine Blades

[Douglas MechArthur ☭⃠ @Kicksbuttson]

FUCK FUCK FUCK FUCK FUCK FUCK😵‍💫

[Mor Edge Insight @MorEdge_Insight]

Brooke Goldstein sat on a CNN panel and did the one thing that table almost never allows. She spoke as someone who actually went.

Two years in and out of Jenin, Ramallah, Tulkarem, and Nablus. Interviews with Hamas, Islamic Jihad, and the Al-Aqsa Martyrs Brigades, not through a press release and not through a translator who works for the story. They told her to her face that they want war. That is not a talking point she invented in a green room. That is what they said.

The rest of the table looked the way people look when the script gets interrupted. They have never been in Samaria or Judea. They have never watched the propaganda machine operate on the ground and then come home to hear it repeated as news. They sit on a sofa in a studio and decide what Israel is allowed to do, while the people who have been there keep getting treated as the problem for noticing that this is an ideology that teaches children to love death and then parks those children in front of the launcher.

She said the quiet part without raising her voice. It is not only Hamas. It is what the schools print. It is what the commanders admit. It is why there can be food in the Strip and still be starvation, because Hamas treats the warehouse the same way it treats the tent.

CNN will air the clip, then go back to calling itself journalism, and still act wounded the next time someone says the network is selling a product instead of a report.

@GoldsteinBrooke already did the work they refuse to do. They just did not like hearing it at their own table.

[Rita Panahi @RitaPanahi]

Of course the queen of performative caring is also a giant hypocrite

[mark @cherryPayment]

目前 $COHR 是唯一一家能从材料层的SiC衬底、III-V外延、金刚石散热，再到器件层的EML、VCSEL、PD、硅光PIC，再到模块层的收发器、光引擎，最后到子系统层POLS全部自产的公司。

[Jukan @jukan05]

I’m not sure Intel has secured enough substrate capacity to support all these customers.

And… Qualcomm’s CPU is codenamed Rolex? That’s pretty cool.

$INTC

[LIWEI_TW Capital @LIWEI_TWCapital]

With CPU discussions taking over my X timeline, I put together a map of Taiwanese companies tied to the Big Three CPU ecosystems—and where each one sits in the supply chain.

The focus here is server CPUs: the companies making the silicon, packaging it, mounting it onto motherboards, and building the systems around it.

The CPU trade doesn’t stop at $ARM, $AMD and $INTC

[Q The Storm Rider @Q_TheStormRider]

Declassified CIA MKULTRA document openly discusses drugging entire populations.

Substances placed in food, water, Coca-Cola, alcohol, cigarettes — even vaccinations to slowly induce anxiety, hopelessness, tension, and depression over time.

This isn’t theory.
This isn’t fiction.
This is real government paperwork.
This is only page one.

Read it again.

[RamenPanda @IamRamenPanda]

国会山女股神佩洛西在110美金买入英特尔

陈立武96美金买入1200万美金的英特尔

一切都是明牌的，明面上的

[Nature 🦜and Music 🎶 @GuGi263]

Back in 2003, a German film crew filming in the Gobi Desert captured an incredibly moving moment: after a tough two-day birth, a mother camel rejected her newborn. A nomadic family then performed the ancient Hoos singing ritual passed down for generations. Once the song ended, the camel shed tears and finally accepted her baby. This powerful scene became one of the most memorable parts of the Oscar-nominated documentary The Story of the Weeping Camel.

[DD Geopolitics @DD_Geopolitics]

🇾🇪🇸🇦🚨 Ansarallah strikes RIYADH! Fire erupts at King Khalid International Airport

A major escalation as Yemeni attacks reached the Saudi capital Riyadh, triggering air-raid warnings and multiple explosions across the city.

Imagerynow shows a fuel storage depot at King Khalid International Airport burning in the aftermath of the strikes.

Saudi authorities issued two separate emergency warnings for Riyadh before eventually announcing the all-clear.

Ansarallah’s campaign has now reached one of Saudi Arabia’s most important international aviation hubs.