Cayman S

[Cayman S @qud101]

@EricBalchunas Jersey and kit

[Cayman S @qud101]

@phongle @Excellion So were you checking out the International Finance Center in DaNang/HCMC or for family or both?

[Cayman S @qud101]

@JoeyOnMarkets @aleabitoreddit It was interesting to see how Jensen handled Dylan on the q&a at the analyst q&a event after earnings.

[Cayman S @qud101]

@TheBlockCo I remember when they planned a credit card with abra...then FTX and Luna happened

[Cayman S @qud101]

@aelluswamy @elonmusk @kylaschwaberow https://t.co/lfgOi7SG2j

I'm thinking she is lying...

[Cayman S @qud101]

@aleabitoreddit Advanced Energy also one to keep track of...backlog heavily tied to AMAT, Teradyne and Advantest

[Cayman S @qud101]

@subnetmask @elonmusk Think they are doing Thailand and Singapore beforehand. I'll be curious to see how far the nvidia/vinfast relationship goes if anywhere.

https://t.co/2a7bVzusca

[Cayman S @qud101]

@phascogaly @LimitingThe If we go by a launch an hour...helium could be ~5% of global production today if Tesla makes its own lng needs

[Cayman S @qud101]

@phascogaly @LimitingThe Yeah, we see the ng pipeline permitted and follow on LNG production would allow for helium extraction

[Cayman S @qud101]

@phascogaly @LimitingThe Items like krypton and xenon will likely be processed by SpaceX vs relying on Ukraine. Argon market will be hugely impacted as well. Linde is awake to the threat to their business, but Air Liquide and Air Products still asleep.

[Cayman S @qud101]

@damnang2 https://t.co/2AFN0yNsPF

He talks up optics for space at the end

[Cayman S @qud101]

@michaeljmcnair @TeslaBoomerMama similar thoughts

[Cayman S @qud101]

@JDVance @WhiteHouse School districts don't even want to bring it up...it's a sad state.

[Cayman S @qud101]

@LimitingThe XP Power and Advanced Energy would be tells on their backlog...

[Cayman S @qud101]

@LimitingThe https://t.co/1SRlIDaHxt

[🌿 lithos @lithos_graphein]

Infineon/Nvidia racks: 800 VDC power with Si, GaN & SiC.
--All of it, everything.

[Cayman S @qud101]

@XFreeze This game is in Teslas

[Cayman S @qud101]

@phamduydong179 https://t.co/pVQh9VDt1A

[Izabella Kaminska @izakaminska]

7/ Of course, if this is really a capitulation, this means the losses incurred will begin to materially hurt the CCP's economic "model" and need plugging. Historically, the easiest way for the CCP to recapitalise after a major failure, has always been to raid the savings of Chinese citizens. Often, this takes the shape of state-guided intervention by the country's "national team" in the stock market. The effect is a controlled demolition of the country's equity wealth, in a way that transfers wealth from citizens directly to the government.

This is exactly what's started to take place now 👇

https://t.co/8b2qcd0SHG

[Cayman S @qud101]

@elonmusk @JoeTegtmeyer @aaronburnett That would require at least 1 GW to power the ASU/liquefier

[Cayman S @qud101]

@TMTLongShort Affirm