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@alwayslearni "Or maybe inflation and poor job market Gamblers often assume everyone spends like they do at the tables and machines but the numbers tell a different story. In 2024 the average gambler spent just XXX hours per day gambling. Their budget per trip was $XXXXXX which was up slightly from $787.54in 2023 and a big jump from $XXXXXX in 2019. According to the small sample of visitors surveyed for the annual profile the average nightly room rate in 2024 was $XXXXXX. Thats up from $XXXXXX in 2021 just a year after the peak of the COVID-19 pandemic"
X Link @alwayslearni 2025-10-20T01:03Z 2841 followers, XXX engagements

"1) Prefill/Decode are treated as separate phases and scheduled differently. NVIDIA documents chunked prefill / in-flight batching explicitly interleaving prefill with ongoing decodes to keep GPUs busythis is the exact phase-aware idea. Research tracking production systems states modern serving systems adopt stall-free scheduling such as chunked prefill (i.e. this is already the norm). DistServe (OSDI24) shows disaggregating prefill and decode across different GPUs for goodputwork widely picked up by U.S. stacks and frameworks. 2) KV-cache reuse/offloading is standardand clouds now route with"
X Link @alwayslearni 2025-10-20T12:33Z 2841 followers, XXX engagements

"@Kaizen_Investor @Cryptocockatooo Thoughts on $SATL"
X Link @alwayslearni 2025-10-20T13:22Z 2842 followers, XXX engagements

"Turkic countries are abandoning Cyrillic for Latin. Western Rome strengthening"
X Link @alwayslearni 2025-10-20T18:20Z 2842 followers, XXX engagements

"$TPL $VTS $LB Energy + Land"
X Link @alwayslearni 2025-07-01T18:32Z 2843 followers, XXX engagements

"Potential Buys: $EXC $ASTH $SR"
X Link @alwayslearni 2025-09-01T22:21Z 2844 followers, XXX engagements

"Founded by Henk Vitor and Jacques Detiger in Rotterdam both from shipping and oil brokerage backgrounds that worked with Royal Dutch Shell and BPs wartime networks. Rotterdam was a key center for Anglo-Dutch wartime petroleum logistics and many firms that later spawned Vitols founders worked in supplying Allied navies and later NATO. Through the Cold War Vitols specialization in moving gray-zone oil (e.g. Soviet Iranian Libyan) made it an essential middleman between Western defense industries and embargoed producers. U.S. and U.K. intelligence often used commodity traders like Vitol to map"
X Link @alwayslearni 2025-10-08T13:14Z 2844 followers, XX engagements

"Direct successor to Marc Rich & Cos trading desks formed after Richs indictment for Iran oil deals. Many of its founders like Claude Dauphin came from French industrial-defense supply chains that dated back to World War II collaboration networks (especially metals and fuel logistics). Trafiguras lineage thus traces back to postwar European industrial reconstruction and Cold War-era metal supply for NATO militaries"
X Link @alwayslearni 2025-10-08T13:14Z 2844 followers, XXX engagements

"@davidblake12345 Ooo $WHR Thank you"
X Link @alwayslearni 2025-10-16T00:54Z 2843 followers, XX engagements

"Heres the paradox: The more the blocs compete the more they begin to look alike. Both adopt: Programmable money (FedNow / e-CNY) AI-driven social scoring (ESG + credit ratings / social trust systems) Digital identity regimes (CBDCs + biometrics) Automated censorship & narrative shaping (disinfo regulation / Great Firewall) What emerges isnt freedom vs. control its two mirrored operating systems racing to normalize real-time governance"
X Link @alwayslearni 2025-10-16T11:43Z 2844 followers, XX engagements

"Urban traffic rules (Madrids Low-Emission Zone) Corporate ESG disclosures Blockchain carbon markets like $OXYs 1PointFive or voluntary credit systems Maritime or aviation levies All of them plug into the same data-registry layer: measurement verification tokenization settlement. Once built that layer can be repurposed for energy water or even behavioral credits. Governments gain predictable revenue and real-time enforcement tools. Corporations gain tradable assets and compliance-as-a-service markets. Investors gain a new asset class uncorrelated to GDP cycles"
X Link @alwayslearni 2025-10-17T13:14Z 2844 followers, XXX engagements

"It is written"
X Link @alwayslearni 2025-10-20T18:13Z 2844 followers, XXX engagements

"$FANUY GCG + Fanuc Data centers"
X Link @alwayslearni 2025-10-21T00:32Z 2843 followers, XXX engagements

"Additive manufacturing with 3D printing at a fraction of a cost of BAU. $VELO"
X Link @alwayslearni 2025-10-21T10:21Z 2843 followers, XXX engagements

"$SLB is my largest position outside of Bonds right now"
X Link @alwayslearni 2025-10-21T11:36Z 2843 followers, XXX engagements

"Time to buy $NVO"
X Link @alwayslearni 2025-10-22T01:44Z 2843 followers, XXX engagements

"Ben Black is son of Leon Black $APO"
X Link @alwayslearni 2025-10-21T17:11Z 2845 followers, XXX engagements

"@ektrit It can have you seen the development of LNG trains by $VG"
X Link @alwayslearni 2025-10-22T13:06Z 2845 followers, XXX engagements

"Hes a copy cat"
X Link @alwayslearni 2025-10-23T02:50Z 2845 followers, XXX engagements

"$SLB now has three income streams: Traditional oilfield services (cyclical) Digital software (recurring) Data center infrastructure (recurring fast growth) - Revenue growth XXX% YoY"
X Link @alwayslearni 2025-10-17T22:52Z 2845 followers, XXX engagements

"When do you guys start partnering with $UMH"
X Link @alwayslearni 2025-10-20T19:56Z 2845 followers, XXX engagements

"The only bearish scenario Im considering is the following: Imagine Satellogic as the geospatial equivalent of CoreWeave - a private intermediary that provides Earth-observation infrastructure for (not against) the big data or defense ecosystem"
X Link @alwayslearni 2025-10-22T12:44Z 2845 followers, XXX engagements

"But based on $PL performance I dont think thats the case"
X Link @alwayslearni 2025-10-22T12:47Z 2844 followers, XXX engagements

"Governments can over-build generation capacity under the pretext of serving AI or cloud demand. In reality this excess can be strategic reserve capacity and quickly rerouted to defense manufacturing or population centers if energy supplies are disrupted. LNG export terminals peaker plants and AI-powered microgrids can be re-tuned to sustain wartime production without politically declaring an energy mobilization"
X Link @alwayslearni 2025-10-23T02:52Z 2844 followers, XX engagements