@ori34777@TheLongInvest I agree - not discounting $NKE brand recognition. I just feel its on the decline in comparison to $LULU. To be fair, I like both down here but just prefer Lululemon better, mainly due to a better balance sheet. I think Nike can fall a bit more before it looks more attractive.
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@herrrzlu@CryptoMikli Definitely not for the average person, he’s in a different tax bracket so his use for the money far exceeds the single family home mindset.
I tried Google’s new NotebookLM video explainer generator on my academic research paper and the result actually blew me away. @googledevs
Overview:
AI systems hallucinate because they operate in unconstrained state spaces where invalid outputs are always reachable, no matter how well you train them. My paper argues the solution is not better training. It is changing the geometry of the system so that invalid outputs become physically unreachable by construction, the same way a train cannot leave its tracks.
We do this by applying Hamiltonian mechanics from classical physics to the architecture of reasoning systems, constraining every state transition to stay within a bounded region of valid outputs. If no valid output exists, the system returns a certified failure rather than fabricating an answer.
Abstract:
Hallucination in artificial intelligence systems is commonly treated as a statistical artifact addressable through training methodology. We argue this framing is structurally incorrect. We present a formal framework in which reasoning is modeled as a dynamical system operating on a state space endowed with symplectic structure, and demonstrate that when Hamiltonian mechanics governs state evolution at the architectural level, invalid outputs become unreachable under the constrained transition rule by construction. We define hallucination operationally as constraint violation relative to a stated specification. Our framework introduces a composite verifier V := Vᶜ ∧ Vᴴ and a Hamiltonian scalar H whose bounded-energy transition rule transforms the divergent cone trajectory of unconstrained autoregressive systems into a bounded cylinder for any finite reasoning depth N.
Full paper: https://t.co/RvFQpKo7EL
An Iranian man left this comment on my YouTube channel. This is without a doubt the single best explanation of the reality facing Iranian people today👇
"As an Iranian, I can tell you the situation is no longer just political—it's existential. We are trapped between two collapsing structures: one internal, one external. On one hand, we face a deeply dysfunctional government, led by the Supreme Leader and the Islamic Republic’s unelected institutions.
Decades of economic mismanagement, suppression of dissent, and brutal ideological control have alienated multiple generations. No one believes in reform anymore—because every attempt has either been co-opted or crushed. But here's the paradox: We are also terrified of regime collapse—because we've watched the aftermath of Western intervention in countries like Iraq, Libya, Syria, and Afghanistan. Each was promised freedom; each descended into chaos, civil war, or foreign occupation.
So no, we don't trust the U.S. or Israel. Not because we support our regime—but because we know how imperial powers treat ‘liberated’ nations in the Middle East.
Freedom, in their language, often means vacuum, fire, and permanent instability. Right now, many Iranians live with three truths at once: The Islamic Republic is morally and politically bankrupt. The alternatives offered by foreign actors are not liberation—they’re collapse.
A bad government is survivable. No government is not. We are not silent because we agree. We are cautious because we’ve learned—too well—what happens when superpowers decide to "help." In a sentence: Iran is a nation held hostage by its own regime, but haunted by the fate of its neighbors. We are stuck in a house we hate, surrounded by fires we fear more."
JANE STREET IS THE MOST PROTECTED FIRM IN CRYPTO AND NOBODY HAS THE GUTS TO SAY IT
Everyone keeps treating Jane Street like some mystery to uncover. It’s not a mystery. It’s right there in front of you.
A firm with no CEO making $6.9 billion in profit per quarter.
More than most banks pull in a year. And somehow their fingerprints are on every single major crypto disaster and they keep walking away clean.
Let’s talk about it.
SBF. Caroline Ellison. Brett Harrison. All Jane Street alumni.
One built FTX. One ran Alameda. One ran FTX US.
The biggest fraud in crypto history. $8 billion stolen. 25 years in prison.
Three people from the same firm built the whole thing from scratch.
But sure, Jane Street had nothing to do with the culture that produced them.
Total coincidence that three people from one trading floor all ended up running the same fraud operation.
Right.
Now Terra is suing them claiming they front-ran the LUNA collapse.
Alleging Jane Street understood exactly how the UST depeg would play out and positioned themselves to profit while $60 billion got wiped in 72 hours.
Alleged? Yes. But explain this.
Bitcoin was getting dumped at 10AM EST every single day for 6 months. Every day.
Good news bad news didn’t matter. Same time same pattern.
Two days after the Jane Street lawsuit gets filed that pattern just vanishes. BTC rips from $62.5K to $69K.
You can say correlation isn’t causation. Sure. But you can’t say that with a straight face and not at least ask the question.
India didn’t just ask questions. India acted.
SEBI accused Jane Street of using multiple entities to manipulate the Bank Nifty index.
One entity pumps stocks at open. Another holds derivatives that profit from the dump. First one sells. Second one collects.
Jane Street said it was normal arbitrage. SEBI banned them anyway.
And Jane Street’s response? They put $560 million into escrow just to ask for permission to come back.
Half a billion dollars. To request the right to trade. That’s not what innocent firms do. That’s what firms do when a market is too profitable to lose access to.
They also pay Robinhood over $60 million a month for order flow. Which means they see your trades before they go through. Every single one. Across one of the biggest retail platforms in the world.
And everyone’s fine with this because it’s “legal.”
Legal doesn’t mean fair. Legal just means nobody with enough power has decided to stop it yet.
The wildest part?
Co-founder Robert Granieri got connected to allegations about funding a coup in South Sudan. No charges.
Obviously.
Because people at this level don’t get charges.
They get “matters resolved.”
Here’s what bothers me.
The crypto space will spend weeks dragging some influencer for a bad call but won’t say a word about a firm that trained the FTX team, is being sued for front-running the biggest collapse in crypto history, got banned from an entire country’s market, and literally pays to see your trades before you make them.
We pick the fights that are safe and ignore the ones that actually matter.
Some of this is proven. Some is alleged. Some is speculation.
But if even half of it holds up, the conversation we should be having isn’t about whether Jane Street broke any rules.
It’s about why the rules were written to let firms like this operate this way in the first place.
Crypto was supposed to be the exit. Instead we rebuilt the same casino and let the same house run it.
Stop pretending the game is fair. It never was.
For those that don't know, Citadel is Ken Griffin, the billionaire that was short $GME (through Melvin Capital.) While he was getting squeezed out of his position, Robinhood disabled their users from buying more $GME, until Ken Griffin could hedge his position. It was the most blatant and egregious breach of trust against retail investors I have ever witnessed. $HOOD
Today, I sold some covered calls (3/20 $22 strike - $319 per contract) on $BBWI as it reached my trendline. My position had finally turned green and I wanted to capitalize on this move up. With the cc, I also capitalize on the dividend dated 2/20 (win/win situation).