Mike Ho

Stocks - $TSLA, $SNDK, $LITE, $MU, $SKHY, Samsung, $DRAM, $TSM, $ARM, $AMD, $GLW, $MTPLF, $SPCX
Cryptos - $LINK, $TAO, $HYPE, $SOL, $TIG

[Alex Boge @alexboge]

I find these World Trade Center simulations by Kostack Studio fascinating because they remove the smoke and let you see the collapse much more clearly.

In the real footage, so much is hidden by fire, dust, debris, distance, and chaos that many people come away with the impression that the towers simply dropped straight down into their own footprints.

But that is not really what happened.

These simulations make it much easier to see that the collapse begins in the heavily damaged and fire-weakened region, the upper section starts moving and tilting, and the destruction then propagates downward through the structure.

The towers do not simply disappear vertically into their own footprints. Large portions of the upper structure and exterior are moving outward and to the side as the collapse develops. Much of that motion is simply obscured in the real videos once the enormous debris cloud forms.

And this is also why I find these simulations useful when people describe the collapses as looking like “controlled demolition.”

Strip away the smoke and dust and the resemblance becomes much less convincing.

What you see is a highly asymmetric structural failure beginning around the aircraft-damaged and fire-affected floors, followed by an enormous moving mass progressively overwhelming the structure beneath it. There is tilting, rotation, exterior columns peeling away, debris being thrown far outside the building footprint, and structural failure occurring chaotically as the collapse moves downward.

That is very different from the neat mental image usually implied by “controlled demolition,” where structural supports are deliberately severed in a carefully timed sequence to produce a predetermined collapse.

And importantly, we already know what preceded these collapses.

Both towers suffered massive aircraft-impact damage. Fireproofing was stripped from portions of the structure. Large, uncontrolled fires then burned across multiple floors - for about 56 minutes in the South Tower and about 102 minutes in the North Tower - heating and weakening structural components until collapse initiated.

Once that upper mass began moving, the loads imposed on the floors and structure beneath became vastly greater than anything they had been designed to carry.

The result was progressive collapse.

No, an animation is not proof simply because it looks convincing, and these are not official NIST simulations. They are visualizations built under particular assumptions.

But as visualizations, I think they are extremely useful.

They let you see something the original footage often cannot show clearly: beneath that enormous cloud of smoke and debris was a complicated, violent, asymmetric structural failure - not two buildings neatly dropping straight down into their own footprints.

A note on the simulation: this is not intended to reproduce the collapse down to the exact motion of every beam, floor panel, and fragment of debris. No practical simulation could do that. Its value is in modeling the large-scale structural behavior - how the major sections deform, move, tilt, separate, and progressively fail. Think of it as a visualization of the mechanics and overall collapse behavior, not a frame-by-frame reconstruction of where every piece of steel ultimately landed.

[镜月指针 @JZhen72937]

真有女生会这么苛刻吗，这个视频太极端了吧？

[Tomthunkit™ @TomthunkitsMind]

So in 24 hours, Ansar Allah aka The Houthis have seized 2 cities, an Island, killed or captured thousands of soldiers, taken possession of 1000’s of US tanks and weapons, freed all former Houthis prisoners, and were greeted as liberators.

THANK YOU, MR TRUMP FOR YOUR ATTENTION TO THIS MATTER. WITHOUT YOU STARTING THE IRAN WAR THIS WOULD NOT HAVE HAPPENED.

Now, Iran and Yemeni Ansar Allah are the two most powerful countries in the region. Furthermore, Iran has become a global Superpower. Together they control the shipping lanes of 30% of Global Energy Supply, forever. Saudi can no longer export any oil unless they get permission from The Houthis.

And if they don’t make a deal soon they won’t have the ability to produce any oil because the Houthis can destroy their pipelines, ports, tanker ships, oil wells, refineries, and oil stabilization facilities in only a couple of days. And nobody can stop them.

Then we are talking about a global catastrophe with widespread famine, civil wars, and a global depression.

This footage from Al Jazeera shows some of the equipment that was left behind for the Yemeni to capture in Mokha. If they wanted, they can use all this new equipment to invade Saudi Arabia. 🤯

[IntelSphere | Geopolitical Intelligence @intelphere]

🚨 HOUTHIS HIT ARAMCO FACILITY AT PORT OF JIZAN — ENTIRE SITE BURNING

Right before the US elections. Right after the East-West Pipeline strike. Right after Saudi admitted production is at 1990 lows.

The world is on fire. Fertilizer, petrochemicals, transport costs — all spiking. Food prices will follow. In a few months, people will starve.

Are the Saudi kings and Arab oligarchs making the right decisions? The fires say otherwise. 🔥💀

[Jukan @jukan05]

China's CXMT Prepares Equipment Investment for New Shanghai Fab… Closing In Fast on Korea

ChangXin Memory Technologies (CXMT), China's largest DRAM maker, has begun preparing for aggressive capital investment. The company recently started equipment bidding with suppliers for a new fab, while also firming up plans for additional fab expansions. If the investment proceeds without disruption, CXMT is expected to rapidly narrow the production capacity gap with major Korean players such as Samsung Electronics and SK hynix.

According to industry sources on the 11th, CXMT recently launched the equipment bidding process with suppliers for the construction of its new fab in Shanghai.

CXMT currently mass produces DRAM at two fabs in Hefei and one fab in Beijing. Its production capacity is estimated to be in the mid 200,000 wafers per month range at present, and is projected to exceed 300,000 wafers per month by the end of the year.

Plans for additional fab expansions are also taking shape. According to discussions with suppliers and others, CXMT plans to open a new fab in Shanghai in the fourth quarter of this year.

Equipment bidding for that fab has also recently begun. One semiconductor equipment industry source said, "CXMT plans to expand the new Shanghai fab in two phases. Considering the scale of the recent equipment bidding, this fab alone is expected to secure production capacity well above 100,000 wafers per month."

CXMT will then open a new Hefei fab in the first half of next year, followed by a new Beijing fab as early as the second half of next year. It is also targeting the opening of another fab in the Hefei area in the first half of the year after next.

Another equipment industry source explained, "CXMT has recently set the timelines for building multiple fabs in China and is sharing the details. With massive subsidies from the local government and surging memory demand, its determination to expand is strong."

If all of the investment plans are executed, CXMT could steadily add at least 70,000 to 80,000 wafers per month of new production capacity every year from this year through 2028. Some observers project that its production capacity will expand to more than 600,000 wafers per month over the long term.

This is on par with the current production capacity of the leading DRAM makers. Total DRAM production capacity at Korea's Samsung Electronics and SK hynix is estimated at about 700,000 and 600,000 wafers per month, respectively.

However, Samsung Electronics and SK hynix have also been accelerating the expansion of their memory chip plants recently. Samsung Electronics has been building a DRAM production line within its Pyeongtaek Campus 4 (P4), and began cleanroom construction for its next generation production base, P5, in the second half of this year.

SK hynix began early operation of M15X in the first quarter of this year and continues to invest to expand its production capacity. It also started placing equipment orders in the third quarter of this year for Y1, its large scale semiconductor cluster in Yongin.

[Jason Smith - 上官杰文 @ShangguanJiewen]

No country in the world comes remotely close to China's nation infrastructure.

Some national leaders think investing in their people is the definition of good governance.

[ClairHawk_Capital @ClairHawk_Cap]

$LINK HERE IT IS. THIS IS HOW IT STARTS.

Many still have no clue how important and huge this will become. As an AI Consultant in Fortune 100-500 environments, I explain this more in detail below:

I’ve been posting about this exact convergence for a while now. AI agents + cryptographic ground truth.

Here's what this means:

-AI agents can now interact directly with Aave through MCP
-Claude, ChatGPT, Cursor and others can read live positions and prepare transactions
-Chainlink provides the high integrity market data those agents rely on to understand onchain state
-We are now watching AI agents begin interacting directly with real financial infrastructure

Now extrapolate this:

• DeFi
• Tokenized assets
• Stablecoins
• Payments
• Banks
• Capital markets
• Cross chain financial systems

This is where it gets much bigger.

One of the hardest problems with agentic AI inside large enterprises is not getting an agent to reason. ITS GETTING that agent TRUSTED enough to act.

Things like:

-What data can it trust?
-What systems can it access
-What actions can it take
-What permissions does it have
-What happens when something goes wrong
-What requires human approval
-What gets logged and audited
-What satisfies security and compliance

MCP makes connecting agents to systems dramatically easier. But connectivity does not equal trust.

The more agents interact with multiple systems, other agents and real world assets, the more important verified data, identity, permissions, policy enforcement and provable source of truth become.

That is where Chainlink becomes incredibly interesting. The AI can reason. MCP can connect it.
Chainlink provides the cryptographic ground truth it acts on.

Right now its just the beginning.

In the future it could be an entire machine economy of autonomous agents interacting with financial infrastructure. Most people still have no clue how deep this goes.

Biggest asymmetric opportunity in the history of capital markets.

[Fitness & Self Defence Club @Selfdefencess]

How to make Six pack ?

[Fanyi🦋🌸 @HYF98334204]

太神奇了，你闭上一只眼，然后用手圈个筒放在眼睛上看看吧。

[Blippi @Rhayuumi]

양의 몸에 기생충을 없애고 전염병을 예방하기 위한 목적으로 양 침지 라는 과정을 거친다고 하는데
내 생각은 약을 살포하는 수준인 줄 알았는데 아얘 소독물에 양들을 15초동안 담가버리는구나..
이거 이대로 괜찮은걸까? 너무 끔찍한데 ㅜㅜ

[TheArtOfMan @TheArt0fMan]

Best 6 exercises for burning fat

[0xSammy @0xSammy]

Holy sh*t… this could get insanely wild

Robinhood’s Stock Tokens (+ other legitimate issuers) are not shares; they’re debt securities issued by Robinhood Assets (Jersey) Limited. Holders get the economic exposure, but no direct shareholder vote… this is a well known fact

BUT, the public tokens are backed by real shares held through the US custody stack… those shares still carry voting power

There is no mechanism for tokenholders to direct those votes (yet). But Robinhood could theoretically build one:

Onchain vote → Jersey issuer aggregates the result → custodian casts the underlying proxy votes

If that share block became large enough, the community could support a director nominee and attempt to win a board seat… @vladtenev (or a nominated committee/ directr) could ACTUALLY enact “Board Sit”

The tokens would never vote directly. They would coordinate the entity controlling the “real” votes

This is going to cause all kinds of chaos as you could theoretically have outside interests directing the strategy of US corporations…

Supposedly this is the case entities with heavy sovereign interest could become prime targets; a potential financial opportunity emerges to get a list of these national Crown Jewels that are low(ish) caps and bid early

We are so early to where this is heading… Board Sit(s) gonna be a movie

[The Kobeissi Letter @KobeissiLetter]

We now have:

1. President Trump offering $5,000 “dividend” checks to all American adults

2. Oil prices officially back above $100 per barrel

3. Total US debt above a record $40 trillion

4. Inflation above 2% for 60 consecutive months

5. One of the biggest technological revolutions in modern history

6. The Fed facing pressure to cut rates while inflation remains above target

This is your advance notice to position yourself accordingly.

[The Hormuz Report @HormuzReport]

BREAKING: IRAN HAS DIRECTLY HIT U.S. WARPLANES ON THE GROUND IN JORDAN — roughly 8 F-15s were damaged and an A-10 WARTHOG reportedly LOST A WING in the Iranian strikes on Muwaffaq Salti Air Base, according to CBS News sources.

The F-15s reportedly suffered LIGHT TO MEDIUM DAMAGE, while the A-10 took a MUCH MORE SERIOUS HIT.

U.S. forces fired MORE THAN 30 PATRIOT INTERCEPTORS trying to stop the Iranian attack — with each interceptor costing roughly $4 MILLION, putting the defensive salvo alone at around $120 MILLION.

Iran forced the U.S. to BURN THROUGH MORE THAN $120 MILLION IN AIR DEFENSE — while still getting through to American aircraft on the ground.

[Ming @tslaming]

If you don’t have time for the full deep dive, here’s the 60-second version of how Tesla’s pulsed laser cleaner could keep road grime from blinding an autonomous car 🔥

The threat is brutally ordinary: a single bug splat can erase the exact slice of road a vehicle needs to understand next. Wipers cannot reach every pillar, fender, mirror or lens, so Tesla changes the response. Instead of dragging a blade across the glass, the vehicle identifies the obstruction and attacks only that patch with calibrated bursts of light.

The counterstrike begins the moment grime enters the frame:

👁️ The glass exposes the blind spot.

Cameras can compare successive images to locate anything blocking the view. Transparent touch-sensitive coatings offer another route: when mud, water or debris contacts the surface, the electrical pattern changes, revealing exactly where the obstruction landed.

🧠 The system decides what deserves fire.

The cleaner studies the deposit’s shape, color, texture and whether it is solid or liquid. That lets it separate disposable grime—bug splats, mud, sap or bird droppings—from stickers, logos, clothes or resting wiper blades that must remain untouched.

🎛️ The dirt writes its own firing recipe.

Once the contaminant is identified, the controller tunes the laser’s wavelength, peak power, pulse duration and number of pulses. A thin water droplet, a dried insect and a crust of road grime do not receive the same optical strike.

🧵 Light races through the vehicle.

A central laser can feed multiple cleaning points through hair-thin optical fibers. Instead of installing a complete laser beside every camera, the vehicle can route energy toward compact beam heads guarding its windshield, mirrors, lights and exposed lenses.

🎯 The beam locks onto the stain.

Lenses and tiny steering mirrors tighten the laser into a controlled spot, adjust its focus and angle, then sweep it across the contaminated coordinates. The rest of the glass stays outside the firing pattern.

⚡ The pulse strips the surface.

Rapid bursts concentrate energy on the debris until it breaks away from the glass. Because the attack is localized, the system does not need to scrub an entire window just to eliminate one strategically placed blot of mud.

🛡️ The glass holds the line.

The controller limits exposure so the beam’s penetration remains shallower than the glass itself. An optional indium-tin-oxide barrier adds another defensive layer, absorbing or reflecting residual energy before it can reach the cabin or the image sensor behind the lens.

🌬️ The old hardware becomes backup.

The laser can work alongside wipers, washer fluid or air jets when the mess demands a combined attack. That gives conventional hardware help on large wet surfaces while directed light reaches the small camera windows no blade can ever touch.

Once the beam completes its sweep, the camera is no longer waiting for a human hand or a wiper that cannot reach it. Extend that choreography across a vehicle and every exposed lens gains a way to defend its line of sight before a tiny smear becomes a machine-scale blind spot.

A future robotaxi could meet road grime with a flash measured in pulses, not a retreat to the depot.

The bug hits. The glass answers with light. The machine keeps its eyes open.

[Shay Boloor @StockSavvyShay]

$SPCX just unveiled Starlink Router 4 with its first Wi Fi 7 router with faster speeds that support for up to 510 devices and coverage of up to 3,500 square feet.

This is how Starlink starts owning full connection from space all the way into the home.

[Joaquin Lozada Prieto @SoyMenteFirme]

La fuerza de todo el cuerpo no se crea entrenando un músculo solo.

Este tipo de entrenamiento hace que tus piernas, espalda y parte superior del cuerpo trabajen juntos, que es como se crea la fuerza de verdad.

Movimientos fáciles, muchos músculos activados a la vez y sin perder el tiempo.

Para que las personas no te reconozcan.

sígueme: @SoyMenteFirme

únete a mi canal de Telegram si quieres mas tips diarios de ayuda y superación personal. https://t.co/2Xd1TdZxhn

[肉断夫婦｜作業療法士のゆるやせラボ @nikudan_diet]

腹筋を毎日100回やっても、お腹がへこまない人へ。お腹の筋肉は1つじゃなく3層あって、1種目だけだと届かない層が残ります。夫婦で19キロやせた私たちがやってるのは『立ったまま1分の腹筋3種』。①スタンディングクランチ＝縦(腹直筋)、②ウッドチョッパー＝横(腹斜筋)、③サイドクランチ＝一番奥(腹横筋)。3層を1分で全部🔥ただ、効かせるポイントがあって…

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.