Jon Elliott

☁️ Shepr - Cloud Detection & Response (CDR) ╏ ⌦ Cybersecurity Startup Founder ╏ 💻 Technologist ╏ 📈 Markets ╏ 📉 Economics ╏ 📊 Entrepreneur

[Hugging Models @HuggingModels]

Gemma 4 12B Coder is here and it's a game changer for local code generation. This GGUF model packs Google's latest gemma-4 architecture into a compact 12B size, perfect for running on consumer hardware. It's optimized for reasoning and thinking, making it ideal for developers who want fast, private coding assistance without the cloud.

[Smukx.E @5mukx]

The Art of Self-Mutating Malware

TL;DR: This blog covers building self mutating (polymorphic & metamorphic) malware that evolves its code each time it runs to evade detection.

Blog:- https://t.co/3shGbGAmXT

#polymorphic #malware

[Variant Perception @VrntPerception]

Back in September 2025, we turned more constructive on US small caps due to improving macro tailwinds from improving growth and anticipation of lower interest rates.

Today, those same macro tailwinds are peaking and starting to reverse, while the small-cap equity rally is already stretched. We are shifting to underweight US small caps again.

[Sergey @SergeyCYW]

AI memory is becoming the real bottleneck behind the data center buildout.

Morgan Stanley calls memory “THE bottleneck” in AI, while Goldman Sachs flags memory, power, and labor as key physical constraints. Agentic AI, larger KV caches, multimodal workloads, and longer context windows are pushing demand beyond GPUs into HBM, DRAM, NAND, HDDs, SRAM, controllers, storage systems, and packaging tools.

Layer 1: DRAM & NAND

Core memory suppliers sit closest to the AI capacity shortage. HBM feeds accelerators. DRAM supports servers. NAND supports fast retrieval, inference storage, and active AI data pipelines.

$MU Micron: Micron is the U.S. pure-play memory supplier across HBM, DRAM, NAND, and SSDs. Its 12-high 36GB HBM4 moved into high-volume production ahead of schedule, while customer agreements cover HBM capacity through 2026. HBM4E base dies also shift to TSMC, strengthening advanced foundry integration.

$000660(.KS) SK Hynix: SK Hynix remains the key HBM supplier for Nvidia platforms. The company started full-scale 1b DRAM production for HBM4 and added 40,000 wafer starts per month at M15x. Its base-die transition to advanced logic nodes supports the 2048-bit interface needed for larger AI models.

[Ivan Velichko @iximiuz]

SSH Tunnels Cheat Sheet 🔽

Fun fact: the rise of agents and sandboxes has only increased my SSH usage - the truly foundational tech.

[Cosmos Archive @cosmosarcive]

"Every mind contains a cosmos where dreams become galaxies and thoughts bend spacetime."

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Deutsche Bank's Market Views June 2026

[Variant Perception @VrntPerception]

Invest in cycles that endure. The rhythm of markets is shaped by the Business Cycle and Industry Capital Cycles.

We analyze the capital cycle seeking to identify where earnings attract competition (reducing profits) or where competition exits (increasing profits). We combine this with Leading Data on the economy to manage business cycle risk.

$VPX is a cycle-aware core equity allocation, built to last.

[Otavio (Tavi) Costa @TaviCosta]

This is a storm, not the end of a cycle.

I’m staying firm.

The hard asset cycle likely has much further to run.

For perspective:

Previous commodity supercycles unfolded during periods when the dollar was tied to gold, debt burdens were far lower, and globalization was accelerating.

Those were fundamentally different environments.

This cycle is being driven by monetary debasement, record leverage, fiscal excess, and the most significant wave of geopolitical fragmentation since the WWII.

Not the time to be shaken out of one of the most important macro theses of this decade.

https://t.co/yCHXf9QiO3

[Menthor Q @MenthorQpro]

1/ Forex trading has changed.

A decade ago, many traders relied almost entirely on charts and indicators.

Today, the best traders are combining technical analysis, macro data, and options positioning to understand what's really driving price.

A thread:

[TreasuryBonds.com @TreasuryBonds1]

How Changing Interest Rates Affect Bond Prices:

[spencer @techspence]

If you're an IT Admin and you follow this list, and you put in the work to fix the findings, your environment will be more secure.

[John - The Grey Wolf @JohnWolf1239]

"The wisest and noblest teacher is nature itself." ~ Leonardo da Vinci

Golden ratio

[Rogue Fashion @rogue]

The 2000s cyber-goggle aesthetics in Spy kids were so good 🕶️

[Ruuj @RuujSs]

The Bank for International Settlements publishes research on how institutional risk managers actually think about systemic risk, tail risk, and financial stability.

Written by the economists who advise the world's central banks.
Bookmark it!

[All day Astronomy @forallcurious]

BREAKING NEWS🚨: 'Negative time' confirmed: Mind-bending experiment shows light can exit a cloud of atoms before it enters, thanks to quantum physics quirk

[Vlad Bastion @VladBastion]

US software stocks by Forward P/E vs expected earnings growth mismatch.

I mapped Forward P/E against EPS CAGR (FY1→FY3) across software and ranked names that trade furthest below the regression line.

Largest discount to the P/E vs growth trend:

🎮 Unity Software $U
🧲 HubSpot $HUBS
📱 AppLovin $APP
☁️ ServiceNow $NOW
📊 Dynatrace $DT

[𝐇𝐚𝐦𝐳𝐚 | Network Engineer (Aspiring) @Hamzaonchain]

ENTERPRISE NETWORK TOPOLOGY

[Lyn Alden @LynAldenContact]

Even as I agree or disagree around the margins at times, more-so in terms of magnitude or timing than overall direction, I continue to view @LukeGromen as one of the absolute best references out there.
https://t.co/VAChoVxQ82

[Cosmos Archive @cosmosarcive]

“If you want to find the secrets of the universe, think in terms of energy, frequency and vibration.”

— Nikola Tesla