Generalist Lab @Generalist_Lab
Embodying Generalism. Geopolitics, Economy, Investing, Bitcoin, Human Rights, Arts, Personal Growth, Global Trends, Tech, Inner Harmony, Unexpected Ideas... generalistlab.com United States of Love Joined June 2017-
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Generalist Lab retweeted
*INTEL IN EARLY TALKS TO ADD AMD AS FOUNDRY CUSTOMER - SEMAFOR $INTC $AMD
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Generalist Lab retweeted
"The cities that are run by the radical-left Democrats, they're very unsafe places and we're gonna straighten them out one by one. This is going to be a major part for some of the people in this room. It's a war too, it's a war from within." -President Trump
Can't deny part of exponential rise in token generation is just people frustrated they are not getting working outcomes. Yelling on juniors for wasteful, stupid shit - to take human analogy. #ai #inference
Reminder from Stanley Druckenmiller.
Did a review of some of my follows. A LOT OF PEOPLE LEFT TWITTER IN 2022-2024, wow.
Generalist Lab retweeted
Apple has threatened to stop selling iPhones and other devices in the European Union (home to over 500,000,000 affluent consumers) if the bloc doesn't rescind the Digital Markets Act. 1/
Generalist Lab retweeted
U.S. Treasury Secretary Scott Bessent: “Taiwan is the world’s biggest single point of failure.” In an interview with Fox Business, Bessent highlighted that 99% of the world’s advanced semiconductor chips come from Taiwan—making it the ultimate single point of failure (SPOF) in…
Generalist Lab retweeted
Hard drive demand from China surveillance state🧵 There's been a lot of conversation about the supply side in hard disk drives, with only 2 players and both limiting capacity additions. It's why STX and WDC are on a tear - but few really appreciate the demand side. Did you know…
Semi divergence today. Down: $AMD, $NVDA, $TSM Up: $INTC, $GFS, $TXN Why? For once, a good idea from admin in light of eventual Taiwan occupation. Match 1:1 imported vs domestically produced semis, or face tariffs. $INTC story gets better by the day. reuters.com/world/us/us-pl…
From August Boston FED research on consumer strength. h/t: MBI Note the dates though. Trump squeezing middle class
Generalist Lab retweeted
*INTEL IS SAID TO ASK APPLE TO INVEST AS PART OF COMEBACK BID
Bought some lottos in SFG1T at 1.25 (new position). Based on latest blogpost. Main point - by end of Q3, they should have more cash on balance than their market cap. 2025 H1 TTM FCF yield is above 18%. Nemesis? Corporate governance, hence the lottos.
Generalist Lab retweeted
I'm sure there were CRISPR editing breakthroughs I'm not aware of, but diabetes its a disease for nearly 10M people. Using CRISPR, scientists modified diabetes I patients cells, to enable them to produce insulin without immune system response. livescience.com/health/diabete…
Old, but gold: web + $AAPL.. "It’s a shame Apple didn’t just implement the standard <link rel=icon> and chose to come up with a more verbose proprietary link relation instead" Instead of doing the standard way, apple users were wasting up to 4% bandwidth bugs.webkit.org/show_bug.cgi?i…
In LBT I trust. Three large capital infusions, one major partnership and a slow turnaround in progress. +35% since end of July. Had a limit sell a while back at ~$30 (gap fill scenario), but cancelled, good call. $INTC
In LBT I trust. Three large capital infusions, one major partnership and a slow turnaround in progress. +35% since end of July. Had a limit sell a while back at ~$30 (gap fill scenario), but cancelled, good call. $INTC
Generalist Lab retweeted
JUST IN - Saudi Arabia and Pakistan sign a mutual defense pact; any attack on either country will be viewed as an attack on both — Reuters
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