Patriot

Patriot. I read, I analyze and I think.

[Patriot @Silverstein57]

I saw a post forgot whom saying lrcx trading at peg 2 is expensive

That person has no idea what he is talking about

Klac lrcx highest quality companies and you will be surprised how fast they will growth in the next 5 years

[Patriot @Silverstein57]

@GaryMarcus No enterprises in their right mind will use chinese models
Anthropic is going to be profitable

[Patriot @Silverstein57]

@zerohedge Demand for compute is exploding and hyperscalers will show the monetization very soon. Credit analysts should do their work

[Aakash Gupta @aakashgupta]

Meta has lost $73 billion on Reality Labs since 2020. Wall Street calls it the most expensive money pit in tech history.

Then today, quietly, the FAIR team in Paris releases a model that predicts how your brain responds to anything you see, hear, or read. 70x higher resolution than v1. Zero-shot predictions for people it has never scanned.

The training data: 700+ volunteers watched movies and listened to podcasts inside fMRI machines for 1,115 total hours. The model learned how visual cortex, auditory cortex, and language centers fire simultaneously, then built a single architecture that maps all of it.

The competition results tell you how far ahead they are. TRIBE v1 already won first place in Algonauts 2025, beating 262 other teams. V2 is a 2-3x improvement on top of that, with 70x the spatial resolution.

Here's what nobody is connecting. Meta also builds Ray-Ban smart glasses with cameras and microphones. They're developing a neural interface wristband that reads EMG signals from your arm. They run the largest advertising platform on earth, one that generated $200 billion in revenue last year by predicting which content keeps you engaged.

TRIBE v2 tells them exactly which brain regions activate when you watch a 15-second Reel. Which neurons fire when an ad plays in your peripheral vision. How language processing changes when you're listening versus reading.

They open-sourced the model. That's the part that should make you pay closer attention. Meta open-sources things when the research advantage is already captured and the ecosystem benefit of external researchers improving the model exceeds the competitive risk. They did it with LLaMA. They're doing it again.

A company spending $135 billion in capex this year did not build a digital twin of the human brain for academic citations. They built the prediction layer for every piece of hardware and every ad impression they'll sell for the next decade.

The $73 billion was never about the metaverse. It was about understanding the 20-watt computer that decides what every human pays attention to.

[Patriot @Silverstein57]

@sahilypatel @zerohedge Don’t be dramatic
US has 3-4 years of strategic reserves for rare earth
And Jensen knows what he is doing

[Patriot @Silverstein57]

@NickTimiraos Powell has done an extraordinary job
He should run for president!

[Patriot @Silverstein57]

@elonmusk @SpaceX Yes Elon
We support impeachment!

[Patriot @Silverstein57]

@SpoxCHN_MaoNing Yes fuck off

[Patriot @Silverstein57]

@Jkylebass @BoeingAirplanes @GlobeEyeNews Make sure airbus won’t deliver to PRC

[Patriot @Silverstein57]

@realDonaldTrump Fuck u
U promised lower prices for ordinary ppl
Instead we got a stick shock and reciprocal has not kicked in yet
We miss Biden

[Patriot @Silverstein57]

@realDonaldTrump You shamelessly turn the world into a chaos while golfing in Florida
Fuck you - the worst president ever
you should be impeached !

[Patriot @Silverstein57]

@pratte3060 @EricTrump @realDonaldTrump U r delusional

[Patriot @Silverstein57]

@TitanIISurvivor @EricTrump @realDonaldTrump Fuck u

[Patriot @Silverstein57]

@endless_frank @EricTrump @realDonaldTrump and jackass Trump US doesn’t have the skills to ramp up the manufacturing sectors !

[Patriot @Silverstein57]

@Moore2295Emma @EricTrump @LauraLoomer @realDonaldTrump R u out of your fucking mind defending him

[Patriot @Silverstein57]

@AnnaOdesitka @EricTrump @realDonaldTrump Spot on!
Trump &Co is an embarrassment to the US. Calculating tariffs based on the discrepancies between our imports and exports.
No wonder you bankrupted a casino- did you ever graduate from elementary school?

[Patriot @Silverstein57]

@zerohedge Trump should go to hell - he is causing a worldwide chaos on flawed formula for tariff- he is an embarrassment to the US

[Patriot @Silverstein57]

@wholemars @zerohedge Nobody cares about X valuation okay
So far Trump made China great again - Xi is laughing at US while Trump is alienating our greatest European allies!!!!
Come on you don’t negotiate tariffs and bully your friends in front of public and destroy our stock mkt

[Patriot @Silverstein57]

@realDonaldTrump You are surrounded by a bunch of Yes men who wanna the worst for our country
Shame on you !

[Patriot @Silverstein57]

@realDonaldTrump Stan famously said:” market always leads fundamentals”. You are creating a recession that will lead to massive layoffs and high unemployment. You will go down history as the worst President ever.
#RecallTrump