Sattar Stamkul @devishot_ams

Jensen traces Taiwan's chip dominance back to an unlikely source: Philips, the Dutch consumer electronics giant he calls "the GE of Europe." Philips, he says, is "the parent company that spun the fab that became TSMC, and spun off the semiconductor manufacturing equipment that became ASML." The seed was planted in the 1950s by K.T. Li, who set out to bring science and technology manufacturing to Taiwan and lured Philips over. Then came perfect timing with the PC revolution: IBM opened the specs for IBM compatible chipsets, and Taiwanese engineers took that open spec and designed the chipsets "manufactured at TSMC and UMC." That is what made the PC industry possible. A young Michael Dell just "bought motherboards from Taiwan, assembled them into a PC," and became a PC maker. Jensen Huang on Lex Fridman

Calls for a "Black Monday" are spreading rapidly across social media right now. If history is any guide, this means the S&P 500 should hit 8,000 soon. Ignore the noise. Read our analysis below.

The Kobeissi Letter @KobeissiLetter

a week ago

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AI adoption is booming, with 72% of workers now using it in their day-to-day work. The next opportunity? Building AI agents for automating repetitive tasks and speeding up tasks that require deep research. With only 13% of teams having integrated agents into their workflows so far, we've launched two new courses to help you take the next step: AI Agent Fundamentals and Get Started with AI Agents: databricks.com/blog/master-ai…

@UFCEurope @kyoji1012 @VisitQatar @QatarCalendar What’s wrong with UFC Fight Pass in Europe?! No main event from Qatar

@UFCEurope @VisitQatar @QatarCalendar Hey, main event not available in UFC Fight Pass, wtf?!

STANDING GUILLOTINE 🤯 👏 #UFCQatar What a submission from Asu Almabayev 🇰🇿 Watch our prelims LIVE NOW on @UFCFightPass 📺

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Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in 1 hour you win some pride.

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up. Here’s what they found. Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level. Here’s where it gets criminal. Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers. The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes. AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate. Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026. Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000. The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days. Fair value for Nvidia: $71 per share. Current price: $186. The math is simple. This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​ Read the full data driven deep dive article here - open.substack.com/pub/shanakaans…

Over 200k people were waiting in the queue for pre-sales tickets to The Weeknd's concert in France.

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Over 250k people were waiting in the queue for pre-sales tickets to The Weeknd's concert in Italy.

🇨🇿 ROSTER: @Czech_Tour Tomorrow we will start racing in Czech Republic. Here is our team roster. #XDSAstanaDev #CzechTour

#RespectTheRiders #SafetyFirst #TDFF2025 Do you want to win the helmet pinned in our account? Repost the video of Mike Teunissen by tagging 3 friends, listen to his words and pls cheer on the riders without compromising their safety. 🙏

On 1st stage of @LeTour Cheering loud for @XDSAstanaTeam and @AlexandrVinoku4

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@JustAilen Аман есен шығып кет енді

1st ever airplane hijacking supported by non-legitimate government in #Belarus ⚪️🔴⚪️

IATA @IATA

5 years ago

We strongly condemn any interference or requirement for landing of civil aviation operations that is inconsistent with the rules of international law. Details of the event with flight #FR4978 are not clear. A full investigation by competent international authorities is needed.

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“floating weeds”— his name for displaced people, a term that he adapted from an ancient Chinese phrase • MoMa’s course, about painting Three Gorges Dam Migration (2009) by Yun-Fei Ji.

My favorite quote is "Hard work beats talent when talent fails to work hard". Following that has helped me reach my goals #WinFromWithin

instagram.com/p/CKgSbvxAjJR/ • Это выглядит забавно, когда новые артисты копируют своих же • «Каждый казах - Скриптонит, каждая казашка Dequine» (C)

starting from college overtime he discovered a few repeating patterns of design everywhere. examples: (1) message passing, (2) primary/secondary; multi-master (3) request context (he now uses it everywhere he can and maybe sometimes where he shouldn't.) (5/...)