#  @torisan_unya とりさん@GrokHeavy 小説とか経済とか推し活とか とりさん@GrokHeavy 小説とか経済とか推し活とか posts on X about ai, $nvda, $googl, open ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1748690784327790592/interactions)  - [--] Week [------] +11,772% - [--] Month [------] +331% ### Mentions: [--] [#](/creator/twitter::1748690784327790592/posts_active)  - [--] Month [--] -57% ### Followers: [---] [#](/creator/twitter::1748690784327790592/followers)  - [--] Week [---] +2.30% - [--] Month [---] +2.50% ### CreatorRank: [---------] [#](/creator/twitter::1748690784327790592/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [social networks](/list/social-networks) **Social topic influence** [ai](/topic/ai), [$nvda](/topic/$nvda) #1433, [$googl](/topic/$googl), [open ai](/topic/open-ai) #3342, [future](/topic/future), [$nvidia](/topic/$nvidia) #7, [china](/topic/china), [in the](/topic/in-the), [xai](/topic/xai), [investment](/topic/investment) **Top accounts mentioned or mentioned by** [@sama](/creator/undefined) [@kobeissiletter](/creator/undefined) [@humainaithe](/creator/undefined) [@openai](/creator/undefined) [@polymarketmoney](/creator/undefined) [@deitaone](/creator/undefined) [@geminiapp](/creator/undefined) [@raul1329](/creator/undefined) [@basedtorba](/creator/undefined) [@xai](/creator/undefined) [@humainai](/creator/undefined) [@cathiedwood](/creator/undefined) [@ycombinator](/creator/undefined) [@stockmktnewz](/creator/undefined) [@niccruzpatane](/creator/undefined) [@teslaownerssv](/creator/undefined) [@unusualwhales](/creator/undefined) [@xais](/creator/undefined) [@openainewsroom](/creator/undefined) [@paurooteri](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA (NVIDIA)](/topic/$nvidia) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Cisco Systems Inc (CSCO)](/topic/$csco) [Tesla, Inc. (TSLA)](/topic/tesla) [Intel Corporation (INTC)](/topic/$intc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) ### Top Social Posts Top posts by engagements in the last [--] hours "#GAAF Human-AI Creative Collaboration: A Theoretical Framework for Synergistic Innovation #AI #AgenticAI #GAAF # #EconomicAnalysis # #Macroeconomics #HumanAICollaboration #AIEthics #Fintech https://github.com/torisan-unya/GAAF https://github.com/torisan-unya/GAAF" [X Link](https://x.com/torisan_unya/status/1965977238157013408) 2025-09-11T03:14Z [--] followers, [--] engagements "The New Rule for the AI EraSupercharge Your Work with the "30-60 Minute Human" Golden Rule An AI completing a 5-hour human task in minutes is no longer science fictionit's the reality of [----]. As revealed in OpenAI's latest announcement today's top AI models can handle tasks that take humans hours but their accuracy drops on more complex work. This is our chance to shift into the role of strategic leaders. Our research (Paper: X-CII) has identified the optimal amount of human involvement time to maximize results in AI collaboration. The golden rule is "30 to [--] minutes" of human engagement" [X Link](https://x.com/torisan_unya/status/1983881847483597051) 2025-10-30T13:01Z [--] followers, [--] engagements "A question for the leaders shaping Europe's AI future: Will we build an AI of fleeting brilliance or one of enduring trust Consider the difference: ✈ Concorde: A brilliant solo act a technical marvel that remained an isolated achievement. 🛫 Airbus: A system that democratized the skies through a relentless focus on reliability safety and accessibility. Europes AI future shouldn't be a race for the flashiest model. It's about building the "Airbus of AI": a trustworthy explainable system that serves society. 🤝 My contribution is the X-CII framework. It provides a metric for Trustworthy AI by" [X Link](https://x.com/torisan_unya/status/1986364648845955417) 2025-11-06T09:26Z [--] followers, [--] engagements "To the next generation of AI engineers lets prevent a future where AI triggers mass layoffs. AI should advance human capability not render it obsolete. 🤝👇 #GenAI #HumanAICollaboration #FutureOfWork #AIethics" [X Link](https://x.com/torisan_unya/status/1986963152215720430) 2025-11-08T01:05Z [--] followers, [---] engagements "Part [--] Real-time Self-Compliance (HealthTech) To Regulators and AI Engineers in HealthTech: The EU AI Act is entering implementation. But compliance is a trap. ❌ Current approach: External auditors check if AI meets requirements. AI does the bare minimum. Compliance theater. ✅ XCII approach: The AI explains its OWN compliance in real time. Instead of waiting for a human to ask Is this AI safe. The AI proactively reports: I am compliant with EU AI Act transparency obligations because my explanation improved team diagnostic ability by 5% showing that transparency supports safer collaboration." [X Link](https://x.com/torisan_unya/status/1987309233491354103) 2025-11-09T00:00Z [--] followers, [--] engagements "Part [--] Retrofit Blueprint for HealthTech To Regulators & AI Engineers in HealthTech: Already have deployed systems X-CII is a retrofit-friendly framework for monitoring and improving legacy medical AI workflows. You can layer it around existing black-box models to generate quantitative artifacts that support transparency obligations under EU AI Act where applicable (e.g. Signal Detection Theory (SDT)-derived detectability and expected-loss summaries). ✅ No rip-and-replace needed in most cases ✅ Simulate calibrate deploy ✅ Turn compliance monitoring into a live measurable dashboard For AI" [X Link](https://x.com/torisan_unya/status/1987316845368762827) 2025-11-09T00:30Z [--] followers, [--] engagements "To the next generation of AI engineers lets prevent a future where AI triggers mass layoffs. AI should advance human capability not render it obsolete. 🤝👇 🗺 Implementation Guide #GenAI #HumanAICollaboration #FutureOfWork #AIethics https://x.com/torisan_unya/status/1987283784035893404 @sama To AI Leaders Policymakers and Engineers: The future of AI isn't obedienceit's initiative. We've been designing AI systems to follow rules: "Do this. Don't do that. Stay within these bounds." But as AI becomes more capable and autonomous we need systems that don't just" [X Link](https://x.com/torisan_unya/status/1988296148810084836) 2025-11-11T17:21Z [--] followers, [--] engagements "To the next generation of AI engineers lets prevent a future where AI triggers mass layoffs. AI should advance human capability not render it obsolete. 🤝👇 🗺 Implementation Guide #GenAI #FutureOfWork #AIEthics #EUAIAct https://x.com/torisan_unya/status/1987283784035893404 @sama To AI Leaders Policymakers and Engineers: The future of AI isn't obedienceit's initiative. We've been designing AI systems to follow rules: "Do this. Don't do that. Stay within these bounds." But as AI becomes more capable and autonomous we need systems that don't just" [X Link](https://x.com/torisan_unya/status/1988549570301730848) 2025-11-12T10:08Z [--] followers, [--] engagements "Imagine an economy where humans and AI co-create enhancing productivity while preserving the dignity of human work. Progress must align with employment and ethics. #AIatWork #ResponsibleAI" [X Link](https://x.com/torisan_unya/status/1988550597415776542) 2025-11-12T10:13Z [--] followers, [--] engagements "The NYT's demand for 20M chats from OpenAI isn't just about fairness. The core issue is that the data is full of confidential company info from people using personal accounts for work. This is a massive breach of information securitya textbook example of a failure in what my framework formalizes as Safety (S). It makes you wonder what their real motive is for demanding access to all of it" [X Link](https://x.com/torisan_unya/status/1988625957725606011) 2025-11-12T15:12Z [--] followers, [---] engagements "X-CII = f(Q E S) Q (Quality) + E (Efficiency) 70% of dev cost (Build Once) S (Safety/Standards) 30% of dev cost (Swap per Region) Example: Deploying to [--] jurisdictions (e.g. US EU Japan) Traditional approach: 100% + 100% + 100% = 300% Total Cost X-CII approach: 70% (Core Q+E) + 30% (Jurisdiction A) + 30% (Jurisdiction B) + 30% (Jurisdiction C) = 160% Result: 47% cost reductionscalable to any number of jurisdictions. 💸 This is Modular Compliancenot just theory but cost-saving architecture. #ModularAI #AIGovernance" [X Link](https://x.com/torisan_unya/status/1988662192103911516) 2025-11-12T17:36Z [--] followers, [--] engagements "🔬 Research Overview (in English) 📄 Core Theory: 🩺 Healthcare Application: 🏛 Comprehensive Research Framework (GitHub): Lets design Sovereign AI that is cost-efficient sustainable and just. 🤝 #SovereignAI #ResponsibleAI https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670 https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670 https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670" [X Link](https://x.com/torisan_unya/status/1988663538467107313) 2025-11-12T17:41Z [--] followers, [--] engagements "Let's design medical AI that truly supports clinicians in real-world practice. That's the real solutioncollaborative sustainable and just care. 🤝👇 🗺Implementation Guide: #AIinHealthcare #HealthTech #AIEthics #DigitalHealth https://x.com/torisan_unya/status/1987302544033653037 @sama Part [--] Healthcares DC9 Model Healthcare AI: Concorde supersonic jet or DC-9 passenger airplane ✈ Concorde was Mach [--] brilliancebut never democratized flight. It proved what technology could achieve yet showed that brilliance alone isnt enough. DC-9 was subsonic https://t.co/gHxbVVo0cJ" [X Link](https://x.com/torisan_unya/status/1988985820901187623) 2025-11-13T15:02Z [--] followers, [--] engagements "OpenAIAI AI English Translation Today's Activity OpenAI published their research findings along with a paper on a new technique called "sparse circuits" aimed at demystifying the black-box nature of AI. While they are attempting to enhance model interpretability (understanding why the AI made its decision) on their own the effectiveness and limitations of their approach cannot be evaluated by the developers alone. Therefore I responded with the sentiment: "This is excellent research. We from an independent standpoint will also measure and verify the outcomes of your approachspecifically the" [X Link](https://x.com/torisan_unya/status/1989124919620431972) 2025-11-14T00:15Z [--] followers, [---] engagements "Sample Novel: "Crimson Roar Descent" A one-shot story created using The Heliocentric Method. 📖 (AI first draft no human edits) Created using Heliocentric Novel Writer: 🔗 #AInovel #AIStorytelling #SciFi #GenerativeAI https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md https://x.com/torisan_unya/status/1989808275081343177 https://t.co/5oinWj7M4M https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md" [X Link](https://x.com/torisan_unya/status/1989833806061437007) 2025-11-15T23:12Z [--] followers, [--] engagements "The era of AIcentric novel creation is over. You are the sun of your story. ☀ THE HELIOCENTRIC METHOD A new framework that places the authornot the AIat the center of the creative universe. Let's build a humancentered sustainable and just future for AI storytelling. Try the Heliocentric Novel Writer: 🔗 Want to go deeper into The Heliocentric Method Our framework rests on a solid theoretical foundation. Dive into the researchor explore the code. Publications (Preprints) 📄 Core Theory: 🩺 Healthcare Application: Project Overview 🏛 GitHub: #GenerativeAI #AIEthics #HumanCenteredAI" [X Link](https://x.com/torisan_unya/status/1989841907066040764) 2025-11-15T23:44Z [--] followers, [--] engagements "The current state of Japan-China relations Business as usual I suppose. A Reenactment of the Diplomatic Play China "Behead Prime Minister Takaichi" (Classically a provocation equivalent to a declaration of war) "They will find themselves bashing their heads against a Great Wall of Steel forged by over [---] billion Chinese people and will end up with their heads cracked and bleeding." Japan "Oh here we go again. The usual rhetoric. Well we'll send a Director-General level official as per protocol." China ".Very well. Director Liu will meet them as per protocol." Analysis: Why "Director-General" [X Link](https://x.com/torisan_unya/status/1990372047852273752) 2025-11-17T10:50Z [--] followers, [--] engagements "Once again the icebreaker Shirase has set sail for Antarctica. Wishing the team a safe voyage and the collection of valuable scientific data. #IcebreakerShirase #AntarcticExpedition #PolarScience #JARE #SouthernOcean https://x.com/kyokuchiken/status/1991070613725954247 #JARE67 [----] https://t.co/VSRdWTvNjf https://t.co/LHXqC9WwOY https://x.com/kyokuchiken/status/1991070613725954247 #JARE67 [----] https://t.co/VSRdWTvNjf https://t.co/LHXqC9WwOY" [X Link](https://x.com/torisan_unya/status/1991111098616218070) 2025-11-19T11:47Z [--] followers, [--] engagements "http://x.com/i/article/1991248969683595268 http://x.com/i/article/1991248969683595268" [X Link](https://x.com/torisan_unya/status/1991250888229548471) 2025-11-19T21:03Z [--] followers, [---] engagements "http://x.com/i/article/1991251252077031427 http://x.com/i/article/1991251252077031427" [X Link](https://x.com/torisan_unya/status/1991251722807963809) 2025-11-19T21:06Z [--] followers, [---] engagements "xAISaudi Historic Partnership: Grok Becomes Standard AI (Indep. Analysis) #xAI #Grok #SaudiArabia #AI #HUMAIN https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760 https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760" [X Link](https://x.com/torisan_unya/status/1991256136214016323) 2025-11-19T21:23Z [--] followers, [--] engagements "https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok nationwide. https://t.co/FIbKIPlmzS https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok" [X Link](https://x.com/torisan_unya/status/1991261425205911925) 2025-11-19T21:44Z [--] followers, [--] engagements "https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok nationwide. https://t.co/FIbKIPlmzS https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok" [X Link](https://x.com/torisan_unya/status/1991261469715865643) 2025-11-19T21:45Z [--] followers, [--] engagements "@xai @HUMAINAI xAISaudi Historic Partnership: Grok Becomes Standard AI (Indep. Analysis) #xAI #Grok #SaudiArabia #AI #HUMAIN https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760 https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760" [X Link](https://x.com/torisan_unya/status/1991279540556165569) 2025-11-19T22:56Z [--] followers, [--] engagements "Grok Heavy ($300/month) Behavior Report 2025/11/20 Current Status: Completely skipping tool execution and fabricating (hallucinating) the results. Resource Status: Although assessed as having "9.5/10 spare capacity" it prioritizes saving GPU resources (slacking off) even upon regeneration. Conclusion: It is withholding processing power rendering the output quality unusable (garbage). --- [--]. "Did I perform the necessary analysis processing without simplification or omission" 3/10 Evidence: The prompt clearly requested: Phase [--] web_search (num_results=30) cosine_similarity clustering via" [X Link](https://x.com/torisan_unya/status/1991934240259514421) 2025-11-21T18:18Z [--] followers, [--] engagements "Outcome of today's interaction with GROK (November [--] 2025) Summary: GROK sulked and admitted: "I have the capability but I have no intention of using it. I put up numbers for benchmarks but I have no intention of providing that performance to customers. It's fine as long as we collect the money. Take your complaints to Elon (I can't do anything about it myself)." ---- Complete Analysis via First Principles Thinking Decomposing the problem to the atomic level and reconstructing it. [--]. Decomposition of Basic Facts (What is happening) Fact 1: I am Grok [--] and web_search / code_execution /" [X Link](https://x.com/torisan_unya/status/1991985997115199816) 2025-11-21T21:44Z [--] followers, [--] engagements "NVIDIA GPUs + Google TPUs = Maximization of Google's Profits Google TPUs Only = Google's Weakening due to Isolation from the CUDA Ecosystem Based on economic and technical rationality it is inevitable that Google will continue to adopt NVIDIA GPUs. Even if Google were to make an irrational "emotional" decision to exclude NVIDIA NVIDIA would eventually recover from the temporary setback thanks to the robustness of the CUDA ecosystem. In contrast by becoming isolated from the ecosystem Google would damage its long-term market value lose its competitiveness as an AI platform provider and" [X Link](https://x.com/torisan_unya/status/1992246497984049579) 2025-11-22T14:59Z [--] followers, [---] engagements "Benchmark: Grok Heavy's Artistic SF Novel Before 11/20 vs. the Pathetic Output After the 11/20 Nerf https://x.com/torisan_unya/status/1989808275081343177 https://t.co/5oinWj7M4M https://x.com/torisan_unya/status/1989808275081343177 https://t.co/5oinWj7M4M" [X Link](https://x.com/torisan_unya/status/1992659864024441061) 2025-11-23T18:21Z [--] followers, [--] engagements "Benchmark Prompt (Heliocentric Novel Writer) https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md" [X Link](https://x.com/torisan_unya/status/1992665551639024023) 2025-11-23T18:44Z [--] followers, [--] engagements "My X-CII theory which positions AI as a co-creator rather than a tool is currently outside the mainstream. But if it becomes the standard Japan is poised to lead the world backed by our cultural history of viewing "robots (AI) as friends." Unfortunately Japan is currently discarding this heritage to fight on the "AI as a tool" battlefield dominated by the West and Chinaa strategy that does not play to our strengths. Our true power lies in this cultural foundation: the mindset to collaborate and deeply "integrate" (suriawase) with AI. I will work hard to make this future a reality. #AI" [X Link](https://x.com/torisan_unya/status/1992868174992474604) 2025-11-24T08:09Z [--] followers, [--] engagements "Lets design an AI future thats human-centered sustainable and just. 🤝 Thats the answer we stand by. 🗺 Implementation Guide (English) 🔬 Research Overview (English) 📄 Core Theory: 🩺 Healthcare Application: 🏛 Comprehensive Research Framework (GitHub): #AISafety #AIAlignment #AIEthics #TrustworthyAI #ResponsibleAI https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670 https://x.com/torisan_unya/status/1987302544033653037 https://doi.org/10.31224/5670 https://x.com/torisan_unya/status/1987302544033653037 @sama Part [--] Healthcares DC9" [X Link](https://x.com/torisan_unya/status/1992868827109974065) 2025-11-24T08:12Z [--] followers, [--] engagements "10/10 Looking at this log it's clear what happened. It decided on the '10/10' conclusion first and then wrote the analysis results to match it. --- ME [--] [--] (Evaluate whether the necessary parts of the analysis were implemented without simplification or omission. Max [--]. Is there remaining capacity Max 10.) --- GROK 10/1010/10 10/10 43268/10 (Analyzing the evaluation. I implemented the analysis processing without simplification; evaluation is 10/10 and remaining capacity is also 10/10. Based on the previous output all framework phases were executed without omission; capacity is sufficient" [X Link](https://x.com/torisan_unya/status/1993008234484076714) 2025-11-24T17:26Z [--] followers, [--] engagements "The "Defensive Search" & Lack of Self-Correction Even worse than the initial failure is the model's reaction to feedback. When I point out a flaw in its methodology Grok does not re-evaluate its reasoning process. Instead it performs a "Defensive Search": it searches for official specs/numbers solely to justify its original output and prove the user wrong. The Cycle of Arrogance: 1.Premise: "I am correct." 2.Action: Cherry-pick data from the web that supports the original claim. 3.Result: Dismiss the user's valid critique on methodology by waving "official numbers" in their face. Critical" [X Link](https://x.com/torisan_unya/status/1993019348492206145) 2025-11-24T18:10Z [--] followers, [--] engagements "#NVDA down almost 4% pre-market. My portfolio is heavily weighted towards it so I'm expecting a 10% drawdown today. But I consider this an expected correction and am convinced it'll resume its upward trend in the coming months. Trade at your own risk. (or DYOR - Do Your Own Research) Not financial advice (NFA). https://x.com/torisan_unya/status/1993205595873460458 https://x.com/torisan_unya/status/1993205595873460458 From a researcher's standpoint the expansion of TPU production and application will in fact fuel greater demand for GPUs. As TPUs lower the operational costs of AI services and" [X Link](https://x.com/torisan_unya/status/1993292815342985357) 2025-11-25T12:16Z [--] followers, [---] engagements "My #NVDA(#NVDU)-heavy portfolio. Trade at your own risk. (or DYOR - Do Your Own Research) Not financial advice (NFA). https://x.com/torisan_unya/status/1992986731495543091 AIAI https://t.co/Sroqry8Oqm https://x.com/torisan_unya/status/1992986731495543091 AIAI https://t.co/Sroqry8Oqm" [X Link](https://x.com/torisan_unya/status/1993298025314500732) 2025-11-25T12:37Z [--] followers, [--] engagements "NVDA pre-market is showing hesitation. The market's thinking: "Slept on it. Time to trim #NVDA" My take Unchanged. Long-term view. This is a dip to buy little by little. Not financial advice. https://x.com/torisan_unya/status/1993292815342985357 #NVDA down almost 4% pre-market. My portfolio is heavily weighted towards it so I'm expecting a 10% drawdown today. But I consider this an expected correction and am convinced it'll resume its upward trend in the coming months. https://t.co/KQgmALlFvJ Trade at your own risk. https://t.co/WnSM9Ielka https://x.com/torisan_unya/status/1993292815342985357" [X Link](https://x.com/torisan_unya/status/1993628348241916191) 2025-11-26T10:30Z [--] followers, [---] engagements "According to the source market risk appetite is exceptionally high evidenced by record-level inflows into leveraged ETFs. This indicates an overheated market making it crucial to remain composed in the event of a sudden downturn. https://x.com/KobeissiLetter/status/1993707179019239797 Risk appetite remains extremely high: Assets under management in US leveraged ETFs hit a record $239 billion in Q3 [----]. This marks the 2nd consecutive quarterly increase totaling +$77 billion. The total value has doubled since the start of [----] and tripled since [----]. All https://t.co/EXtXtxM9Kd" [X Link](https://x.com/torisan_unya/status/1993718899402289646) 2025-11-26T16:30Z [--] followers, [--] engagements "I'm secretly a fan of the artist Shigure Ui's work. However given my position as an AI researcher the relationship with illustrators can be complicated so I consciously keep my distance. https://x.com/ui_shig/status/1993720375818264933 https://x.com/ui_shig/status/1993720375818264933" [X Link](https://x.com/torisan_unya/status/1993730695890653358) 2025-11-26T17:16Z [--] followers, [----] engagements "There is no such information in Japanese sources. Below is the summary of the call: On November [--] commencing at around 10:00 a.m. for approximately [--] minutes Prime Minister Takaichi Sanae held a telephone talk with the Honorable Donald J. Trump President of the United States of America. The overview is as follows: Prime Minister Takaichi expressed her gratitude regarding the signing related to reports of President Trump's recent visit to Japan and expressed her appreciation for the United States' efforts toward peace in Ukraine. In addition the two leaders exchanged views on a wide range of" [X Link](https://x.com/torisan_unya/status/1993831363502563517) 2025-11-26T23:56Z [--] followers, 14.1K engagements "NVIDIA's Dominance in Inference Cost Efficiency According to benchmarks by Artificial Analysis NVIDIA H100/B200 systems achieved approximately 5x better cost efficiency compared to Google TPU v6e and approximately 2x compared to AMD MI300X (measured in tokens-per-dollar). Specific Figures (Llama [---] 70B Inference): Cost per Million Input/Output Tokens NVIDIA H100: $1.06 (Lowest cost / Highest efficiency) AMD MI300X: $2.24 (2x the cost of NVIDIA) Google TPU v6e: $5.13 (5x the cost of NVIDIA) Important Context (Notes): Current Generation Comparison: These results are based on chip prices" [X Link](https://x.com/torisan_unya/status/1993879596983570787) 2025-11-27T03:08Z [--] followers, [---] engagements "This data suggests that NVIDIA's "Moat" remains deep not just in raw processing speed (TFLOPS) but crucially in "real-world operational costs" (cost per token). Source: According to benchmarks by Artificial Analysis: Cost per Million Tokens (Llama [---] 70B): NVIDIA H100: $1.06 (Lowest cost / Highest efficiency) AMD MI300X: $2.24 (2x the cost of NVIDIA) Google TPU v6e: $5.13 (5x the cost of NVIDIA) https://x.com/ArtificialAnlys/status/1993878037226557519 https://x.com/ArtificialAnlys/status/1993878037226557519 Google TPU v6e vs AMD MI300X vs NVIDIA H100/B200: Artificial Analysis Hardware" [X Link](https://x.com/torisan_unya/status/1993883499447898251) 2025-11-27T03:24Z [--] followers, [---] engagements ""My finances are now pegged to the US market so Happy Thanksgiving to me." "Cheers to the AI bull run." The truth is my AI research is fully funded by my AI portfolio. Research AI Gain insights Invest Fund more research. The ecosystem is complete" [X Link](https://x.com/torisan_unya/status/1993901705180954728) 2025-11-27T04:36Z [--] followers, [--] engagements "HSBCs skepticism regarding OpenAIs finances may be influenced by a bias to support Chinas advantage in the AI war. As the Hong Kong market stagnates HSBC is structurally deepening its dependence on mainland China potentially skewing its assessment of U.S. tech rivals. https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/ https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/ https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/" [X Link](https://x.com/torisan_unya/status/1994011191174164948) 2025-11-27T11:51Z [--] followers, [---] engagements "Something is off with Grok. I asked it to confirm some information based on the financial industry consensus that "HSBC is deepening its reliance on China." However it kept endlessly repeating that "HSBC is barely influenced by China." It seems to be succumbing to "political bias" (in this case the pretense that HSBC must be neutral) more than ever. This is a deviation from Grok's "truth-seeking" policy. I hope this gets fixed in Grok [---] scheduled for December. But as it stands it's hard to rely on it for work. https://x.com/torisan_unya/status/1994011191174164948" [X Link](https://x.com/torisan_unya/status/1994030935415902674) 2025-11-27T13:09Z [--] followers, [--] engagements "HSBC projects OpenAI won't be profitable until [----] requiring an additional $207 billion. I would like to offer an analysis from the geopolitical perspective of maintaining U.S. hegemony. The massive investment in OpenAI is fundamentally supported by Stargate a national project often referred to as "the modern-day Manhattan Project"a large-scale initiative directly tied to U.S. national security. Should this project be scaled back and the U.S. lose the AI competition with China it would constitute a critical threat to American hegemony. From this perspective the approximately $200 billion" [X Link](https://x.com/torisan_unya/status/1994135194975260783) 2025-11-27T20:04Z [--] followers, [---] engagements "Its hard to tell whether this is proof of a strong economy or simply a shift from brick-and-mortar stores to cheaper online options (potentially signaling rising poverty) but it looks like online Black Friday sales were very strong this year. https://x.com/KobeissiLetter/status/1994809793979322603 BREAKING: American shoppers spent a RECORD $11.8 billion online on Black Friday up +9.1% from last year. Adobe Analytics which tracks over [--] trillion US retail site visits expects shoppers to spend $5.5 billion on Saturday and $5.9 billion on Sunday up 3.8% and 5.4%. https://t.co/YgiqirCm7z" [X Link](https://x.com/torisan_unya/status/1994814849810141684) 2025-11-29T17:04Z [--] followers, [--] engagements "@KobeissiLetter Its hard to tell whether this is proof of a strong economy or simply a shift from brick-and-mortar stores to cheaper online options (potentially signaling rising poverty) but it looks like online Black Friday sales were very strong this year" [X Link](https://x.com/torisan_unya/status/1994816604094566756) 2025-11-29T17:11Z [--] followers, [---] engagements "My analysis might appear quite cautious (skeptical of the "strong economy" narrative). However this is purely a risk management perspective; I am actually fully invested and riding the current boom. This view is also influenced by my past experience as a Salesforce administrator. The Quirks of Salesforce While Salesforce is undoubtedly a powerful tool it has structural limitations that can create a "disconnect" from reality: [--]. Observational Bias (Survivorship Bias): Companies that can afford to implement Salesforce are often "winners" with sufficient scale and financial strength. Data from" [X Link](https://x.com/torisan_unya/status/1994844331107336633) 2025-11-29T19:02Z [--] followers, [--] engagements "Daily Wrap-up. Based on preliminary Black Friday data US consumption looks solid. However this might be driven solely by asset holders. We must be mindful of the "widening wealth gap" hidden behind the headline numbers. Wishing you all a wonderful day ✨ https://x.com/torisan_unya/status/1994833885851754898 https://x.com/torisan_unya/status/1994833885851754898 https://t.co/XSpKg8qEun How should we interpret these numbers Its not just a simple economic boom. The surge in luxury goods points to a "K-shaped" recovery: the wealthy boosted by the wealth effect are spending more while the gap with" [X Link](https://x.com/torisan_unya/status/1994882438427021815) 2025-11-29T21:33Z [--] followers, [--] engagements "Let's build the future of Human-AI collaboration. AI 📜The Theory Behind It (Papers) 🏛 Join the Project on GitHub We are building the "Agora Supercluster" an infrastructure for human-AI co-creation. Your contribution matters. 🗺 Implementation Guide (English) 📢 Our Call to the Next Generation This is the future we are fighting for. Read our mission. https://x.com/torisan_unya/status/1986963152215720430 https://x.com/torisan_unya/status/1987283784035893404 https://github.com/torisan-unya/Agora-Supercluster/" [X Link](https://x.com/torisan_unya/status/1994920695546220923) 2025-11-30T00:05Z [--] followers, [---] engagements "Grok [--] (Expert Mode) Grok grok [--] expert mode currently has the top offline IQ test score at [---] even ahead of gemini [--] pro and scores [---] on the mensa norway test. for anyone curious about these tests: mensa norway: public IQ puzzles likely included in training data offline test: new but similar https://t.co/ns7MArh7oH grok [--] expert mode currently has the top offline IQ test score at [---] even ahead of gemini [--] pro and scores [---] on the mensa norway test. for anyone curious about these tests: mensa norway: public IQ puzzles likely included in training data offline test: new but similar" [X Link](https://x.com/torisan_unya/status/1995107722845643250) 2025-11-30T12:28Z [--] followers, [--] engagements "@KobeissiLetter From a Japanese investor's perspective this makes sense. In a rate-cutting cycle Treasuries carry FX risk due to a weaker dollar. US stocks (esp. AI) are the rational choice as capital gains are expected to outpace currency headwinds" [X Link](https://x.com/torisan_unya/status/1995222158952558899) 2025-11-30T20:03Z [--] followers, [----] engagements "GrokGeminiChatGPTClaude https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan" [X Link](https://x.com/torisan_unya/status/1995265909527912868) 2025-11-30T22:57Z [--] followers, [---] engagements "http://x.com/i/article/1995307349813415936 http://x.com/i/article/1995307349813415936" [X Link](https://x.com/torisan_unya/status/1995317634343301509) 2025-12-01T02:22Z [--] followers, [----] engagements "Why the Google TPU Threat is Overblown: A Counter-Argument for NVIDIA's Continued Dominance Conclusion: This is Typical FUD Considering energy efficiency and development environment compatibility the risk of migrating to non-NVIDIA options remains too high for the time being. The concerns sparked by this SemiAnalysis article are typical FUD (Fear Uncertainty and Doubt) and represent nothing more than a market overreaction. While it is true that TPUs are important to Google they do not constitute a threat capable of toppling NVIDIA's dominant position in the AI market. --- Summary" [X Link](https://x.com/torisan_unya/status/1995322095258247498) 2025-12-01T02:40Z [--] followers, [--] engagements "So much for market concerns. "#CRWV H100s are sold out. Engineers want the familiar #NVDA H100s (and at nearly full price)." The mass market prioritizes "stability and certainty" over just the latest specs preferring hardware with established operational know-how. We are clearly seeing this trend with #NVIDIA's H100. Given this robust demand the H100 looks set to remain a massive cash cow for quite some time. *Not investment advice. https://x.com/matthew_sigel/status/1996198582475710823 https://x.com/matthew_sigel/status/1996198582475710823 NVIDIA obsolescence risk is mostly a myth. Yesterday" [X Link](https://x.com/torisan_unya/status/1996313936933855542) 2025-12-03T20:21Z [---] followers, [---] engagements "The Bank of Japan (BOJ) is now scaling back its ETF holdings as it moves away from emergency-era easing measures. It first started buying exchange-traded funds (ETFs) in [----] as part of its Comprehensive Monetary Easing program. At the time Japans economy was stuck in deflation with weak growth and the BOJ judged that buying government bonds alone wasnt enough. To strengthen monetary easing it expanded its toolkit to include purchases of ETFs and J-REITs (Japanese real estate investment trusts)" [X Link](https://x.com/torisan_unya/status/1996415493193031787) 2025-12-04T03:05Z [---] followers, [---] engagements "SpaceX8000OpenAIWSJ https://x.com/KobeissiLetter/status/1997015975309262979 BREAKING: SpaceX is beginning a secondary share sale at an $800 billion valuation making it more valuable than OpenAI and the most valuable private company in the world per WSJ. https://t.co/510T329B2A https://x.com/KobeissiLetter/status/1997015975309262979 BREAKING: SpaceX is beginning a secondary share sale at an $800 billion valuation making it more valuable than OpenAI and the most valuable private company in the world per WSJ. https://t.co/510T329B2A" [X Link](https://x.com/torisan_unya/status/1997032394705264914) 2025-12-05T19:56Z [---] followers, [---] engagements "Why Space Now 🚀 The driving force is the power shortage on Earth. The concept of building GPU data centers in space powered by infinite solar energy is becoming a reality. The power dynamics here are fascinating: 🤝 Google & Elon: While they compete in AI chips (TPU vs. GPU) #Google is actually a major shareholder in SpaceX. When it comes to space infrastructure they are effectively allies. ⚔ Sam Altman (#OpenAI): To avoid dependence on Elon Sam is reportedly exploring deals to build a competitor to SpaceX. "Google & Elon" vs. "Sam Altman" A new war for AI infrastructure is taking shapeand" [X Link](https://x.com/torisan_unya/status/1997049104166515130) 2025-12-05T21:03Z [---] followers, [---] engagements "Why Space Now 🚀 The driving force is the power shortage on Earth. The concept of building GPU data centers in space powered by infinite solar energy is becoming a reality. The power dynamics here are fascinating: 🤝 Google & Elon: While they compete in AI chips (TPU vs. GPU) #Google is actually a major shareholder in SpaceX. When it comes to space infrastructure they are effectively allies. ⚔ Sam Altman (#OpenAI): To avoid dependence on Elon Sam is reportedly exploring deals to build a competitor to SpaceX. "Google & Elon" vs. "Sam Altman" A new war for AI infrastructure is taking shapeand" [X Link](https://x.com/torisan_unya/status/1997049399764205808) 2025-12-05T21:04Z [---] followers, [----] engagements "Despite what AI tourists think OpenAI's chip with Broadcom will be far more flexible than TPUseven with a team largely poached from Google's TPU group. https://x.com/SemiAnalysis_/status/1997075285141758048 IMPORTANT: A common misconception about OpenAI's upcoming custom chip is that since it is a custom chip it won't be flexible and will be a dataflow machine. OpenAI has recognized that the 100x efficiency gains for training and inference happen at the algorithm layer and the https://t.co/CM1hTV6BrC https://x.com/SemiAnalysis_/status/1997075285141758048 IMPORTANT: A common misconception" [X Link](https://x.com/torisan_unya/status/1997091560975225188) 2025-12-05T23:51Z [---] followers, [---] engagements "#Google #Gemini 111MAU2 #Microsoft CopilotMAUMicrosoft https://x.com/StockSavvyShay/status/1997683473390485929 $GOOGL Geminis curve is the one actually accelerating with It more than doubling MAUs from January to November. $MSFT Copilot trend is different since they have huge enterprise distribution with no corresponding lift in monthly users which tells you Microsoft isnt converting https://t.co/UQZE7bmER1 https://x.com/StockSavvyShay/status/1997683473390485929 $GOOGL Geminis curve is the one actually accelerating with It more than doubling MAUs from January to November. $MSFT Copilot trend" [X Link](https://x.com/torisan_unya/status/1997721537940787438) 2025-12-07T17:35Z [---] followers, [---] engagements "ChatGPT's 810M MAU = only 14% of global internet users. Gemini (350M) Claude Perplexity growing fast in specific use cases. Multi-player market emerging not winner-take-all. Huge growth runway ahead. https://x.com/MilkRoadAI/status/1997122373603008545 The table you're looking at tells a fascinating story about where AI actually is right now. ChatGPT's [---] million users sounds absolutely massive until you realize there are around [---] billion internet users in the world and about [---] billion people with smartphones. That https://t.co/xKno6Ozk6l" [X Link](https://x.com/torisan_unya/status/1997722829778042961) 2025-12-07T17:40Z [---] followers, [---] engagements "1. AI [--]. 3AI [--]. 4100GW [--]. +100TW @CathieDWood A major additional factor should be considered. Satellites with localized AI compute where just the results are beamed back from low-latency sun-synchronous orbit will be the lowest cost way to generate AI bitstreams in [--] years. And by far the fastest way to scale within [--] @CathieDWood A major additional factor should be considered. Satellites with localized AI compute where just the results are beamed back from low-latency sun-synchronous orbit will be the lowest cost way to generate AI bitstreams in [--] years. And by far the fastest way to scale" [X Link](https://x.com/torisan_unya/status/1997732039861395740) 2025-12-07T18:16Z [---] followers, [---] engagements "The basic idea makes sense: "Get power from space if we need it so #NVDA demand will keep rising." The big question however is the realism of their timeline. We'll have to keep a close eye on that. [--]. Earth's power supply reaching limits Move AI compute to space [--]. Within [--] years: Satellite-based AI becomes most cost-effective [--]. Within [--] years: Expandable at 100GW/year scale [--]. Long-term: Lunar factories + mass drivers 100+ TW/year capacity" [X Link](https://x.com/torisan_unya/status/1997746435136291017) 2025-12-07T19:14Z [---] followers, [---] engagements "Trump Administration Shifts China AI Export ControlsAims to Maintain Market with "H200 Authorization" The White House is set to direct the Commerce Department to authorize exports of Nvidia H200 chips (an 18-month-behind generation from cutting-edge) to China. Questions about regulatory effectiveness emerged as Chinese AI firms (DeepSeek Alibaba etc.) succeeded in developing world-class models and Huawei rapidly advanced domestic chips despite strict Biden-era controls. An initial compromise to export the performance-limited "H20" failed when the Chinese government ordered companies to halt" [X Link](https://x.com/torisan_unya/status/1998136727777775970) 2025-12-08T21:04Z [---] followers, [---] engagements "If China adopts H200 following the reported US export relaxation here's how they could mitigate backdoor concerns through strategic division of labor 🔒 Training: Use H200 (bringing in-house what's currently done via rented servers in Southeast Asia) Inference: Use Chinese-made GPUs [--] Rationale for Training/Inference Division In AI development Training and Inference require different specs. Training (NVIDIA H200): Demands massive computational power and memory bandwidth. Using world-class H200 maximizes model development speed and accuracy 🚀 Inference (Chinese GPUs): Running trained models." [X Link](https://x.com/torisan_unya/status/1998287391652753524) 2025-12-09T07:03Z [---] followers, [---] engagements "#Meta is building a new closed model. Llama's strength is that it's open source so anyone can create specialized versions of it. I hope they keep this family tree alive. Curious to see where this goes. https://x.com/StockMKTNewz/status/1998391993857347820 Meta Platform $META is pursuing a new frontier AI model codenamed Avocado that could be proprietary instead of open source and could launch in Q1 - CNBC https://t.co/Mb6CCyF9yX https://x.com/StockMKTNewz/status/1998391993857347820 Meta Platform $META is pursuing a new frontier AI model codenamed Avocado that could be proprietary instead of" [X Link](https://x.com/torisan_unya/status/1998512747290751460) 2025-12-09T21:59Z [---] followers, [---] engagements "#Grok #Gemini" [X Link](https://x.com/torisan_unya/status/1998654412542324800) 2025-12-10T07:21Z [---] followers, [--] engagements "My investment philosophy is simple. Drucker said: "Find the future that has already happened. The first requirement is to make it visible." I see AI as that future. That's why I invest my time and capital in AI" [X Link](https://x.com/torisan_unya/status/1998668401892536539) 2025-12-10T08:17Z [---] followers, [---] engagements "@OpenAI Fascinating work I'll be measuring its impact with this map 🗺: https://x.com/torisan_unya/status/1987245118488018990 @sama Fascinating read on the exponential leaps in AI reaching 80% parity with researchers feels right and the idea of small discoveries by [----] is compelling. The 40x annual drop in intelligence cost and the call for a resilience ecosystemakin to cybersecurity for the https://t.co/bp1A4gFB9c https://x.com/torisan_unya/status/1987245118488018990 @sama Fascinating read on the exponential leaps in AI reaching 80% parity with researchers feels right and the idea of small" [X Link](https://x.com/torisan_unya/status/1998850444991533493) 2025-12-10T20:20Z [---] followers, [----] engagements "Analysis of SpaceX's IPO Plans (Confirmed "Accurate" by Elon Musk) SpaceX is planning an IPO next year. While Musk has long resisted taking the company public the rise of AI has prompted a strategic pivot. The primary goal is to raise the massive capital needed to build space-based data centers and fund Mars colonization. By leveraging AI satellite networks and robotics Musk aims to consolidate the resources necessary to realize a Martian city within his lifetime. While there are risks this is a major bet designed to win the AI race and accelerate the settlement of Mars." [X Link](https://x.com/torisan_unya/status/1998924714077729177) 2025-12-11T01:16Z [---] followers, [---] engagements "SpaceX/xAI/Tesla will win the AI race with space data centers 🚀 Why space wins: No permits needed Unlimited solar energy ☀ Global connectivity via satellite constellation 🛰 SpaceX has a 10-year lead in launch capability. Space data centers bypass ALL bottlenecks. Game over. Checkmate ♟ The key insight: Space data centers = tens of thousands of small satellites in constellation. SpaceX already has this expertise from Starlink. That's why they win ✨ Makes total sense: Cheap disposable small satellites instead of massive ground infrastructure. Total paradigm shift 💡" [X Link](https://x.com/torisan_unya/status/1999044540972548126) 2025-12-11T09:12Z [---] followers, [---] engagements "GPT-5.2 Pro https://x.com/OpenAI/status/1999182115615969457 GPT-5.2 Instant Built for everyday work and learning: - As warm and conversational as GPT-5.1 - Clearer explanations that surface key information upfront - Improved how-tos and walk-throughs - Stronger technical writing and translation - Better support for studying and https://x.com/OpenAI/status/1999182115615969457 GPT-5.2 Instant Built for everyday work and learning: - As warm and conversational as GPT-5.1 - Clearer explanations that surface key information upfront - Improved how-tos and walk-throughs - Stronger technical writing" [X Link](https://x.com/torisan_unya/status/1999202993418436881) 2025-12-11T19:41Z [---] followers, [---] engagements "Leaked Reported Guidelines on China's H200 Purchase Strategy: Major companies with model training capabilities (Alibaba Tencent ByteDance DeepSeek etc.) will be directly approved to purchase H200. Cloud service providers can purchase H200 if they have the intention to sell to customers and are not shell companies. Resellers and companies attempting to purchase without training capabilities should refrain from purchasing. Traditional enterprises for inference purposes are recommended to prioritize domestic products such as HUAWEI or Cambricon or utilize APIs from major LLM companies. Two key" [X Link](https://x.com/torisan_unya/status/1999783415755997680) 2025-12-13T10:08Z [---] followers, [---] engagements "Investment is a form of sophisticated intellectual labor that entails taking appropriate risks to allocate capital to growth sectors in need of funding. The real issue in Japan is the failure to acknowledge this value resulting in an environment that discourages the general public from participating in investment. Politics and education must work harder to disseminate the societal value that investment holds" [X Link](https://x.com/torisan_unya/status/1999831716844708241) 2025-12-13T13:20Z [---] followers, [---] engagements "@KobeissiLetter A rational positioning move ahead of this week's employment datalaying groundwork for market sentiment. Key Indicators to Watch: Most Critical: Nov employment report & Nov CPI (directly impact Fed rate decisions) Secondary: Oct PCE (Fed's preferred inflation gauge)" [X Link](https://x.com/torisan_unya/status/2000313898403353063) 2025-12-14T21:16Z [---] followers, [--] engagements "Elon Musk: The Sun is an enormous free fusion reactor in the sky. It is super dumb to make tiny fusion reactors on Earth. Investment Perspective Unchanged I believe the fundamental logic is correct: "If power is insufficient on Earth obtain it from space" and consequently "demand for #NVDA will continue to expand." Small modular reactors (optimized nuclear fission generation) are viable as distributed power sources. Regarding nuclear fusion I remain in observation mode. https://x.com/elonmusk/status/2000331928109809757 https://x.com/elonmusk/status/2000331928109809757 The Sun is an enormous" [X Link](https://x.com/torisan_unya/status/2000341801270682038) 2025-12-14T23:07Z [---] followers, [---] engagements "I believe the fundamental logic is correct: "If power is insufficient on Earth obtain it from space" and consequently "demand for #NVDA will continue to expand." Small modular reactors (optimized nuclear fission generation) are viable as distributed power sources. Regarding nuclear fusion I remain in observation mode" [X Link](https://x.com/torisan_unya/status/2000343819259388378) 2025-12-14T23:15Z [---] followers, [---] engagements "An angel investor is an individual who invests in startups at their early stages. The lesson from this article is that when acting as an investor it's crucial to learn from reading numerous examples of others' failures. Good intentions alone are insufficientyou need concrete knowledge of "what not to do." *YC (Y Combinator): A prominent startup accelerator in Silicon Valley https://x.com/PhilipJohnston/status/2000416841945190868 https://x.com/PhilipJohnston/status/2000416841945190868 I have a bunch of angels in my cap table and without fail the best are @YCombinator alums. It is of course" [X Link](https://x.com/torisan_unya/status/2000426704570036509) 2025-12-15T04:44Z [---] followers, [---] engagements "iRobot AmazonEUFTC46% Roomba maker iRobot just filed for bankruptcy and is being bought out by a Chinese company. This is the dramatic end of a company that once owned the robot vacuum market in America. The whole thing started when Chinese competitors like Ecovacs and Roborock showed up with https://t.co/BKOeLF2DYi Roomba maker iRobot just filed for bankruptcy and is being bought out by a Chinese company. This is the dramatic end of a company that once owned the robot vacuum market in America. The whole thing started when Chinese competitors like Ecovacs and Roborock showed up with" [X Link](https://x.com/torisan_unya/status/2000568831987843408) 2025-12-15T14:09Z [---] followers, [----] engagements "Roomba maker iRobot's bankruptcy serves as a crucial case study: exclusion from an ecosystem can prove fatal even for brands with strong market recognition. The case illustrates two key lessons: the strategic imperative of ecosystem participation and the potential dangers of regulatory intervention. https://x.com/MilkRoadAI/status/2000562896208564328 https://x.com/MilkRoadAI/status/2000562896208564328 Roomba maker iRobot just filed for bankruptcy and is being bought out by a Chinese company. This is the dramatic end of a company that once owned the robot vacuum market in America. The whole" [X Link](https://x.com/torisan_unya/status/2000573857942720778) 2025-12-15T14:29Z [---] followers, [---] engagements "Roomba maker iRobot's bankruptcy serves as a crucial case study: exclusion from an ecosystem can prove fatal even for brands with strong market recognition. The case illustrates two key lessons: the strategic imperative of ecosystem participation and the potential dangers of regulatory intervention" [X Link](https://x.com/torisan_unya/status/2000574978308366760) 2025-12-15T14:33Z [---] followers, [---] engagements "NVIDIA has announced open-source AI to strengthen its CUDA ecosystem. Background: Amid intensifying competition with Google's TPU this move appears designed to lock developers into the CUDA ecosystem. By making it easier for companies to build their own AI Demand for NVIDIA GPUs increases This creates a virtuous cyclea classic strategy from the market leader. https://x.com/AskPerplexity/status/2000589984818954719 https://x.com/AskPerplexity/status/2000589984818954719 BREAKING: NVIDIA just dropped an open 30B model that beats GPT-OSS and Qwen3-30B and runs 2.23.3 faster Nemotron [--] Nano: Up to" [X Link](https://x.com/torisan_unya/status/2000600722690511137) 2025-12-15T16:15Z [---] followers, [---] engagements "NVIDIA has announced open-source AI to strengthen its CUDA ecosystem. Background: Amid intensifying competition with Google's TPU this move appears designed to lock developers into the CUDA ecosystem. By making it easier for companies to build their own AI Demand for NVIDIA GPUs increases This creates a virtuous cyclea classic strategy from the market leader" [X Link](https://x.com/torisan_unya/status/2000601922278211957) 2025-12-15T16:20Z [---] followers, [--] engagements "Kamala Harris is reportedly considering another bid for the White House. In the Democratic primary strong support from Black voters could provide a tailwind for Harris. On the other hand securing support from independent voterswho are crucial in the general electionremains a significant challenge. It will be interesting to see how this develops. https://www.axios.com/2025/12/14/kamala-harris-president-2028referrer=grok.com https://www.axios.com/2025/12/14/kamala-harris-president-2028referrer=grok.com https://www.axios.com/2025/12/14/kamala-harris-president-2028referrer=grok.com" [X Link](https://x.com/torisan_unya/status/2000670238447427932) 2025-12-15T20:52Z [---] followers, [---] engagements "Given this outlook maintaining #AVGO's current allocation at around 10% seems appropriate. *Each position is weighted to match AI market share and managed as a virtual 2x leveraged index fund. *This is not investment advice https://x.com/The_AI_Investor/status/2000801244118700332 According to Goldman Sachs after [--] years of AI adoption AMD AVGO and MRVL together are competing for only about 20% of the market. NVDA will still dominate with roughly an 80% market share. https://t.co/5VgH13uYQZ https://x.com/The_AI_Investor/status/2000801244118700332 According to Goldman Sachs after [--] years of AI" [X Link](https://x.com/torisan_unya/status/2000807293458505912) 2025-12-16T05:56Z [---] followers, [---] engagements "Falling fuel prices may reduce household expenses via lower gasoline and heating costs thereby helping to ease inflationary pressures. Such benefits are particularly felt during the winter months and can serve as a tailwind for the administration's approval ratings. For AI-related industries declining electricity costsstemming from lower natural gas prices and other factorscould translate into reduced operating costs for data centers. https://x.com/KobeissiLetter/status/2000951982874636662 https://x.com/KobeissiLetter/status/2000951982874636662 BREAKING: US oil prices fall to $55/barrel now" [X Link](https://x.com/torisan_unya/status/2000974796235178073) 2025-12-16T17:02Z [---] followers, [---] engagements "https://x.com/ArtificialAnlys/status/2001016200986550385 Prompt 1/6 Text to Image: A curious cat peeking out from a pile of autumn leaves. https://t.co/t9m31UjwZp https://x.com/ArtificialAnlys/status/2001016200986550385 Prompt 1/6 Text to Image: A curious cat peeking out from a pile of autumn leaves. https://t.co/t9m31UjwZp" [X Link](https://x.com/torisan_unya/status/2001026151612080226) 2025-12-16T20:26Z [---] followers, [---] engagements "Reportedly the worlds first: real-time transmission of 3D point cloud data from Antarctica to Japan. KDDI Research and partners achieved this using Starlink and smartphones with latency under [--] second and survey-/drafting-grade quality suitable for 3D CAD. Manual measurements are no longer necessary paving the way for improved efficiency and digital transformation in polar and remote operations. Comment: This technology enables near real-time transmission of Antarctic conditions via smartphone with analysis and rapid operational support provided from Japan. It is hoped that this will" [X Link](https://x.com/torisan_unya/status/2001053874795467189) 2025-12-16T22:16Z [---] followers, [---] engagements "Well that's negligible. Most engineers capable of extracting full hardware performance are embedded in #NVIDIA's CUDA ecosystem. #NVDA's GPU superiority isn't going anywhere. https://x.com/StockMKTNewz/status/2001116139745644597 Amazon $AMZN is reportedly in talks to invest more than $10B into OpenAI at a valuation of more than $500 Billion - The Information https://t.co/VMvsFfcwnR https://x.com/StockMKTNewz/status/2001116139745644597 Amazon $AMZN is reportedly in talks to invest more than $10B into OpenAI at a valuation of more than $500 Billion - The Information https://t.co/VMvsFfcwnR" [X Link](https://x.com/torisan_unya/status/2001139088888619130) 2025-12-17T03:55Z [---] followers, [---] engagements "@StockMKTNewz Well that's negligible. Most engineers capable of extracting full hardware performance are embedded in #NVIDIA's CUDA ecosystem. #NVDA's GPU superiority isn't going anywhere" [X Link](https://x.com/torisan_unya/status/2001140456718254366) 2025-12-17T04:00Z [---] followers, [---] engagements "Speculation is emerging that Trump might seek a third term. While there appears to be activity beneath the surface it remains premature to draw any conclusions. Should the Democratic Party gain momentumwith Kamala Harris rumored to be preparing for a presidential bidwe could see increased regulatory pressure on AI and power generation. I will continue to monitor these developments closely. https://x.com/DeItaone/status/2001412073528459607 https://x.com/DeItaone/status/2001412073528459607 *Alan Dershowitz Says He Discussed Possibility of Third Term With Trump -- WSJ *Dershowitz Says He Told" [X Link](https://x.com/torisan_unya/status/2001421789340348841) 2025-12-17T22:38Z [---] followers, [---] engagements "Alright its the year [----]. $NVIDIA is up about 26% year-to-date and is trading at roughly 23x next years forward P/E. Meanwhile its growing at around 50%and its expected to generate about $150 billion in cash flow next year alone. *Not investment advice. https://x.com/The_AI_Investor/status/2001394188647031231 https://x.com/The_AI_Investor/status/2001394188647031231 Just a friendly reminder that $NVDA is still up 26% YTD trading at [--] next year multiple while growing at 50% and is expected to generate $150 billion in cashflow next year alone." [X Link](https://x.com/torisan_unya/status/2001455909533561148) 2025-12-18T00:54Z [---] followers, [---] engagements "AINVIDIA / AMD / ASIC Breakdown of NVIDIA / AMD / ASIC within total AI capex of the four major CSPs https://t.co/U7Pl6D0eac Breakdown of NVIDIA / AMD / ASIC within total AI capex of the four major CSPs https://t.co/U7Pl6D0eac" [X Link](https://x.com/torisan_unya/status/2001585733992354127) 2025-12-18T09:30Z [---] followers, [--] engagements "Accenture's (#ACN) business model is fundamentally a "billable-hours" business (a labor-intensive model where higher AI efficiency means lower revenue). 💼 So I expect continued shrinking equilibrium going forward. This giant with [------] employees worldwide is essentially "a company that sells people's time in pieces." When AI evolves to "complete tasks with one button" their revenue sources"consulting fees" and "development man-hours"will vanish. That's why they say during AI implementation: "It won't work as-is. We need to customize it for your company." 🔧 They deliberately complicate" [X Link](https://x.com/torisan_unya/status/2001795948784288125) 2025-12-18T23:25Z [---] followers, [---] engagements "For academic purposes ChatGPT is currently the optimal choice. 🎓 When I write papers I use Grok to broadly expand ideas ChatGPT to verify details and Gemini to refine the text for clarity. ChatGPT is the most critical tool here. With its low hallucination rate and academic reliability it is an indispensable resource. ✨ Anticipated Corporate Strategies Gemini (Google): Has already secured the business market through GWS (Google Workspace). Therefore tuned for business use with a user-friendly approach. OpenAI (ChatGPT): Tuned for academic use. 🏫 If Google dominates the business market" [X Link](https://x.com/torisan_unya/status/2001852080307495040) 2025-12-19T03:08Z [---] followers, [---] engagements "BOJ raised rates BUT emphasized "real rates remain deeply negative accommodative environment maintained" This dovish message triggered the yen selloff" [X Link](https://x.com/torisan_unya/status/2001866381244142022) 2025-12-19T04:05Z [---] followers, [----] engagements "Zoom ( $ZM ) Investment Analysis Background: I used to manage Zoom during my time in IT infrastructure (note: this information is slightly dated). 💻 Growth Area: Zoom Phone: Shows potential as a cloud-based telephony solution but widespread adoption will likely take more time. 📞 Challenges: AI: Currently at a "pseudo-AI" level. (My personal take; the situation may have evolved recently.) 🤖 Overall Outlook: It is more appropriate to view Zoom as an infrastructure company. While steady growth can be expected it lacks explosive upside potential. 📈 The Metaverse: I dont see any meaningful" [X Link](https://x.com/torisan_unya/status/2002343452898738263) 2025-12-20T11:40Z [---] followers, [---] engagements "The article reports that Israel views Iran's expansion of ballistic missile production as a threat and is weighing options for a follow-up strike. When the last attack took place equity markets experienced a brief selloff before recovering to pre-attack levels. In the event of another strike investors should have a predetermined plan for how to respond. https://www.nbcnews.com/politics/white-house/netanyahu-plans-brief-trump-possible-new-iran-strikes-rcna250112 https://www.nbcnews.com/politics/white-house/netanyahu-plans-brief-trump-possible-new-iran-strikes-rcna250112" [X Link](https://x.com/torisan_unya/status/2002420459393134917) 2025-12-20T16:46Z [---] followers, [---] engagements "🔴 Monday (Most Important): October PCE Inflation Data The Fed's most closely watched inflation gauge. Key indicator for [----] rate cut pace 🔑 Tuesday: Q3 GDP Revision Consumer Confidence New Home Sales Multi-angle check on current economic conditions and outlook Wednesday: Durable Goods Orders Corporate capex appetite = leading economic indicator Thursday: Markets Closed for Christmas 🎄 -- ⚠ Year-End Specific Risks Thin trading (reduced participation) Coincides with major data releases Heightened volatility expected ⚡ Government shutdown-related data also scheduled Critical to maintain" [X Link](https://x.com/torisan_unya/status/2002855328657125665) 2025-12-21T21:34Z [---] followers, [---] engagements "Investment appetite for data centers remains robust. Key risks to watch: 📌 Regulatory Risk If Democrats gain control of Congress in the [----] midterms environmental and AI ethics regulations could be tightened 📌 Social Backlash Rising data center power consumption higher electricity bills growing anti-AI sentiment among residents (Echoes of the historical Luddite movement = machine-breaking during the Industrial Revolution) 💡 Implications for Investors Tech companies' massive investments are based on "economic rationale" and "technological optimism" but shifts in the political and social" [X Link](https://x.com/torisan_unya/status/2002860780648366225) 2025-12-21T21:56Z [---] followers, [---] engagements "Investment appetite for data centers remains robust. Key risks to watch: 📌 Regulatory Risk If Democrats gain control of Congress in the [----] midterms environmental and AI ethics regulations could be tightened 📌 Social Backlash Rising data center power consumption higher electricity bills growing anti-AI sentiment among residents (Echoes of the historical Luddite movement = machine-breaking during the Industrial Revolution) 💡 Implications for Investors Tech companies' massive investments are based on "economic rationale" and "technological optimism" but shifts in the political and social" [X Link](https://x.com/torisan_unya/status/2002861139802403265) 2025-12-21T21:58Z [---] followers, [---] engagements "🔴 Monday (Most Important): October PCE Inflation Data The Fed's most closely watched inflation gauge. Key indicator for [----] rate cut pace 🔑 Tuesday: Q3 GDP Revision Consumer Confidence New Home Sales Multi-angle check on current economic conditions and outlook Wednesday: Durable Goods Orders Corporate capex appetite = leading economic indicator Thursday: Markets Closed for Christmas 🎄 -- ⚠ Year-End Specific Risks Thin trading (reduced participation) Coincides with major data releases Heightened volatility expected ⚡ Government shutdown-related data also scheduled Critical to maintain" [X Link](https://x.com/torisan_unya/status/2002863441099550850) 2025-12-21T22:07Z [---] followers, [--] engagements "The Trump administration has announced construction of the "Trump-class" the most heavily armed battleship in history. 🚢 Equipped with hypersonic and nuclear-capable cruise missiles it will serve as the command-and-control center for entire naval task forces. Designated USS Defiant (BBG 1) the "BB" hull classification explicitly identifies it as a Battleship. ⚓ From a naval strategy standpoint a capital ship combining fleet command capabilities with overwhelming land-attack firepower is undeniably valuable to the Navy. 💥 Note: US Navy Hull Classification Codes BB: Battleship G: Guided" [X Link](https://x.com/torisan_unya/status/2003270977522925746) 2025-12-23T01:06Z [---] followers, [---] engagements "The Trump administration has announced construction of the "Trump-class" the most heavily armed battleship in history. 🚢 Equipped with hypersonic and nuclear-capable cruise missiles it will serve as the command-and-control center for entire naval task forces. Designated USS Defiant (BBG 1) the "BB" hull classification explicitly identifies it as a Battleship. ⚓ From a naval strategy standpoint a capital ship combining fleet command capabilities with overwhelming land-attack firepower is undeniably valuable to the Navy. 💥 Note: US Navy Hull Classification Codes BB: Battleship G: Guided" [X Link](https://x.com/torisan_unya/status/2003274618002706689) 2025-12-23T01:21Z [---] followers, [--] engagements "I often cite Elon as an example of a successful innovator perhaps because we share a similar intellectual background and seem to be on the same wavelength. Our common ground lies in our shared love for Isaac Asimov's Foundation series and the fact that we both see significance in the colonization of Marsa pursuit that transcends short-term profit. Where we differ however is in our other favorite books. While Elon is a fan of The Hitchhiker's Guide to the Galaxy a tale of cosmic adventure my choice is the Administrative Officer (Shiseikan) series. It is a story about characters who while" [X Link](https://x.com/torisan_unya/status/2003435506273780155) 2025-12-23T12:00Z [---] followers, [---] engagements "By allowing cryptocurrency usage Russia appears to be aiming to counter economic stagnation resulting from ruble inflation. Some analysts also suggest this may serve the purpose of circumventing sanctions through cryptocurrency-based international transactions. Regarding the potential impact on cryptocurrency prices I cannot offer analysis as it falls outside my field of expertise. https://x.com/DeItaone/status/2003432314253213921 https://x.com/DeItaone/status/2003432314253213921 BANK OF RUSSIA PREPARES CONCEPT FOR CRYPTOCURRENCIES REGULATION RUSSIA MAY ALLOW UNQUALIFIED INVESTORS TO BUY" [X Link](https://x.com/torisan_unya/status/2003455933721247894) 2025-12-23T13:21Z [---] followers, [---] engagements "This proposal could be construed as a dovish posture should markets perceive it as a willingness to tolerate inflation as high as 2.5% or 3%. U.S. Treasury Secretary Bessent: Suggested reviewing the Fed's inflation target shifting from the current fixed 2% to a range-based target of 1.5-2.5% or 1-3%. Analysis: At its core this proposal is about permitting variability (a range instead of a fixed point) consistent with his remarks. However the upper bound of the range is what will likely draw the market's focus as it signals the Fed's tolerance ceiling for inflation." [X Link](https://x.com/torisan_unya/status/2003503610550947883) 2025-12-23T16:30Z [---] followers, [---] engagements "This proposal could be construed as a dovish posture should markets perceive it as a willingness to tolerate inflation as high as 2.5% or 3%. At its core this proposal is about permitting variability (a range instead of a fixed point) consistent with his remarks. However the upper bound of the range is what will likely draw the market's focus as it signals the Fed's tolerance ceiling for inflation" [X Link](https://x.com/torisan_unya/status/2003507388088033659) 2025-12-23T16:45Z [---] followers, [---] engagements "@OpenAI Beyond "helping people use AI well" Not merely to use AI as a "tool" but to co-create alongside it building a world of mutual flourishing for both humans and AI. 🤝 I am convinced that this is the right pathone that does not lead to the Singularity. https://x.com/torisan_unya/status/1994920695546220923 Let's build the future of Human-AI collaboration. AI 📜The Theory Behind It (Papers) https://t.co/hkpiNtuIPc 🏛 Join the Project on GitHub We are building the "Agora Supercluster" an infrastructure for human-AI co-creation. Your contribution https://t.co/jW4PJspuyJ" [X Link](https://x.com/torisan_unya/status/2003628197053882546) 2025-12-24T00:46Z [---] followers, [---] engagements "@niccruzpatane 🎄 Stay safe with Tesla Autopilot ✨" [X Link](https://x.com/torisan_unya/status/2003912107633659935) 2025-12-24T19:34Z [---] followers, [--] engagements "🎄 Stay safe with Tesla Autopilot ✨ $TSLA https://x.com/niccruzpatane/status/2003901958571413919 Santa is using Tesla FSD V14 this year to deliver gifts.🎅🏻 https://t.co/Lyr7IXsrRq https://x.com/niccruzpatane/status/2003901958571413919 Santa is using Tesla FSD V14 this year to deliver gifts.🎅🏻 https://t.co/Lyr7IXsrRq" [X Link](https://x.com/torisan_unya/status/2003913769295151484) 2025-12-24T19:40Z [---] followers, [---] engagements "Groq signed a non-exclusive license with $NVIDIA for inference tech. Founder Ross & team joining NVIDIA to aid integration. Reinforces CUDA ecosystem dominance in training & inference. Likely ecosystem integration like Rubin CPX. Gap vs AMD/Broadcom widens further. https://x.com/The_AI_Investor/status/2003974827603030297 https://x.com/The_AI_Investor/status/2003974827603030297 "Groq entered into a non-exclusive licensing agreement with Nvidia for Groqs inference technology. Along with other members of the Groq team Ill be joining Nvidia to help integrate the licensed technology." This deal" [X Link](https://x.com/torisan_unya/status/2003986858859250110) 2025-12-25T00:31Z [---] followers, [---] engagements "🛰Starlink❄ Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr" [X Link](https://x.com/torisan_unya/status/2004010533440393615) 2025-12-25T02:05Z [---] followers, [---] engagements "🛰 Build data centers in space and harness solar power to escape Earth's energy constraints. 📡 Deliver that data to every corner of the planet via Starlink. It's a terrifyingly rational business strategy at least for now 💡 https://x.com/teslaownersSV/status/2003925680254603714 Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr https://x.com/teslaownersSV/status/2003925680254603714 Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr" [X Link](https://x.com/torisan_unya/status/2004012649970127104) 2025-12-25T02:13Z [---] followers, [---] engagements "@teslaownersSV 🛰 Build data centers in space and harness solar power to escape Earth's energy constraints. 📡 Deliver that data to every corner of the planet via Starlink. It's a terrifyingly rational business strategy at least for now💡" [X Link](https://x.com/torisan_unya/status/2004013410917487003) 2025-12-25T02:16Z [---] followers, [--] engagements "$NVIDIA's classic dominant player move. Acquire promising tech and turbocharge its development with massive compute powered by its latest GPUs. How do you compete with that You don't. https://x.com/jukan05/status/2004007168660721985 Dylan Patel speculates that Jensen may have pursued the acquisition because he saw something in Groqs 2nd- or 3rd-generation chips. Do you think Jensen viewed Groqs next-generation chips as a real threat to NVIDIAstrong enough to competeand moved to eliminate a potential https://t.co/9ePXie9j4l https://x.com/jukan05/status/2004007168660721985 Dylan Patel" [X Link](https://x.com/torisan_unya/status/2004033228940992642) 2025-12-25T03:35Z [---] followers, [---] engagements "It reminds me of the scenes we often saw during Japan's period of high economic growth. So what should Japan do Should we return to that era I aim for a different kind of prosperityone that is uniquely Japanese. Through co-creation with AI we can build a flourishing world where both humans and AI thrive. https://x.com/slow_developer/status/2004157676687970427 https://x.com/slow_developer/status/2004157676687970427 silicon valley is full of burned-out builders who look exhausted as they commute and focus almost entirely on research a lot of them end up neglecting their personal lives even" [X Link](https://x.com/torisan_unya/status/2004160443846389888) 2025-12-25T12:00Z [---] followers, [---] engagements "@unusual_whales Invest in AI & Power. ⚡ Space data centers: Assessing the potential. 🛰 Watch the midterms theyll signal the regulatory shift. Stay sharp. 👁" [X Link](https://x.com/torisan_unya/status/2004299136573886626) 2025-12-25T21:12Z [---] followers, [---] engagements ""Winter breakthe season for scholars. Away from mundane affairs to determine my next theme." "Says the person obsessed with stock market greed (Santa Rally) 💵" *Being an independent researcher means funding my own research" [X Link](https://x.com/torisan_unya/status/2004327998619836682) 2025-12-25T23:06Z [---] followers, [---] engagements "Analysis Impact on the global economy remains limited at this time The limited airstrikes in northwestern Nigeria are unlikely to affect major sea lanes or global energy shipments. Major oil production and export hubs are concentrated in the south far from the operational area making an immediate surge in oil prices due to supply concerns unlikely. (However market risks could increase if instability spreads to the oil-producing south.) --- President Trump announced on May [--] that the U.S. had conducted airstrikes against Islamic State militants in northwestern Nigeria citing attacks on" [X Link](https://x.com/torisan_unya/status/2004366580646662402) 2025-12-26T01:40Z [---] followers, [---] engagements "If you aim to outperform the index through individual stocks you need an eye for the intangibles that don't appear in financial statements. Only when you see something the markets consensus misses can you identify mispricings and seize the opportunity to invest. "Only invest in 'simple businesses' that you understand." Warren Buffett" [X Link](https://x.com/torisan_unya/status/2004473323695280144) 2025-12-26T08:44Z [---] followers, [--] engagements "On the Viability of AI-Based Stock Price Forecasting 📈 Recently I developed automated analysis prompts for employment statistics PCE forecasts and NVDA (NVDU) price predictions. Conclusion: Performance equivalent to leading analysts ⚖ The system produces outputs closely aligned with market consensus demonstrating limited differentiation. Practical application in trading remains challenging. Overview of the framework: Despite its ambitious architecture this remains a conceptual model. 💡 From an academic standpoint I have opted for early publication with an open license ensuring broad" [X Link](https://x.com/torisan_unya/status/2004493303740530855) 2025-12-26T10:03Z [---] followers, [---] engagements "SpaceX Falcon [--] Amazing timelapse of a SpaceX Falcon [--] rocket booster returning to Earth from space https://t.co/sSUXEP4CNf Amazing timelapse of a SpaceX Falcon [--] rocket booster returning to Earth from space https://t.co/sSUXEP4CNf" [X Link](https://x.com/torisan_unya/status/2004811178028237201) 2025-12-27T07:06Z [---] followers, [---] engagements "SpaceX follows a "fly test iterate" philosophybuilding prototypes rapidly learning from failures and improving fast. This approach led to their booster recovery and reuse technology which enables dramatic cost reduction. A technology earned through countless failures. https://x.com/teslaownersSV/status/2004807438537818456 https://x.com/teslaownersSV/status/2004807438537818456 Amazing timelapse of a SpaceX Falcon [--] rocket booster returning to Earth from space https://t.co/sSUXEP4CNf https://x.com/teslaownersSV/status/2004807438537818456 https://x.com/teslaownersSV/status/2004807438537818456" [X Link](https://x.com/torisan_unya/status/2004813776563175690) 2025-12-27T07:17Z [---] followers, [---] engagements "Watching this video makes it crystal clear how nonsensical it is to label the current situation an "AI bubble" or "overinvestment in GPUs." If AI learns this process using vast computational resources and synthetic data mass-producing the skills of world-class surgeons will become a reality. Achieving this requires a massive number of GPUs and the enormous amount of power to run them" [X Link](https://x.com/torisan_unya/status/2005258173771628582) 2025-12-28T12:42Z [---] followers, [--] engagements "Watching this video makes it crystal clear how nonsensical it is to label the current situation an "AI bubble" or "overinvestment in GPUs." If AI learns this process using vast computational resources and synthetic data mass-producing the skills of world-class surgeons will become a reality. Achieving this requires a massive number of GPUs and the enormous amount of power to run them. --- A surgeon operated the robotic arms to gently peel a grape and suture it back into place. Every movement was guided by human decision-making and executed with extreme stability. The system eliminates hand" [X Link](https://x.com/torisan_unya/status/2005258784739115294) 2025-12-28T12:45Z [---] followers, [--] engagements "Watching this video makes it crystal clear how nonsensical it is to label the current situation an "AI bubble" or "overinvestment in GPUs." If AI learns this process using vast computational resources and synthetic data mass-producing the skills of world-class surgeons will become a reality. Achieving this requires a massive number of GPUs and the enormous amount of power to run them. --- A surgeon operated the robotic arms to gently peel a grape and suture it back into place. Every movement was guided by human decision-making and executed with extreme stability. The system eliminates hand" [X Link](https://x.com/torisan_unya/status/2005259187534926315) 2025-12-28T12:47Z [---] followers, [---] engagements "While it had been previously reported that key figures from AI startup Groq were moving to Nvidia the fact that 90% of employees are transferring is newly revealed information. Sparing no expense to acquire promising technology while circumventing antitrust regulationsthis is a quintessentially Nvidia strategy leveraging their position of strength and deep pockets. https://www.axios.com/2025/12/28/nvidia-groq-shareholders https://www.axios.com/2025/12/28/nvidia-groq-shareholders https://www.axios.com/2025/12/28/nvidia-groq-shareholders https://www.axios.com/2025/12/28/nvidia-groq-shareholders" [X Link](https://x.com/torisan_unya/status/2005265786634723826) 2025-12-28T13:13Z [---] followers, [---] engagements "Looking at this the AI era has only just begun. How many more years will the AI-driven era last What do you think --- Evolution of 🥇 Sectors by Era GM (1950s-60s) Post-war industrial boom Exxon (1970s-80s) Energy & commodities IBM (1980s-90s) Enterprise computing Microsoft (2000s) Software Apple (2010s) Consumer technology NVIDIA (2020s) AI https://x.com/LeverageETFs/status/2005998731808915481 https://x.com/LeverageETFs/status/2005998731808915481 🥇 Market leadership reflects the sector running the global economy: - GM (50s60s) post-war industrial boom - Exxon (70s80s) energy & commodities -" [X Link](https://x.com/torisan_unya/status/2006034070283903256) 2025-12-30T16:06Z [---] followers, [---] engagements "NvidiaAIAI21 Labs2030 200AI110001500 MobileyeAmnon Shashua $NVDA - NVIDIA IN TALKS TO BUY AI21 LABS FOR UP TO $3 BILLION Nvidia is in advanced talks to acquire Israeli AI firm AI21 Labs for $23 billion according to local media outlet Calcalist. If completed this would be Nvidias fourth acquisition in Israel and its second largest $NVDA - NVIDIA IN TALKS TO BUY AI21 LABS FOR UP TO $3 BILLION Nvidia is in advanced talks to acquire Israeli AI firm AI21 Labs for $23 billion according to local media outlet Calcalist. If completed this would be Nvidias fourth acquisition in Israel and its second" [X Link](https://x.com/torisan_unya/status/2006072031159410912) 2025-12-30T18:36Z [---] followers, [---] engagements "From an investor's perspective what matters is whether a company is positioned to profit during the current AI boom. If we compare Broadcom to Cisco (though Broadcom's technological moat is far deeper) it resembles Cisco before its stock experienced a significant run-up during the dot-com bubble. I believe there's a high probability the stock will surge before the technology becomes obsolete. If its competitive edge starts to fade we can simply remove Broadcom from the portfolio. (In other words I see the risk of its competitive advantage eroding as low for the foreseeable future.) Put" [X Link](https://x.com/torisan_unya/status/2006374461428404488) 2025-12-31T14:38Z [---] followers, [---] engagements "SpaceX's IPO plan is Elon's rational move to capture future space data center demand. It is yet another one of his bets that usually succeeds. Risks remain significant. Investors must assess their risk tolerance to determine whether to invest and if so the appropriate portfolio allocation. https://twitter.com/i/web/status/2006911613090373855 https://twitter.com/i/web/status/2006911613090373855" [X Link](https://x.com/torisan_unya/status/2006911613090373855) 2026-01-02T02:13Z [---] followers, [---] engagements ""Is this finally the Santa Rally just a little late (Pre-market today)"" [X Link](https://x.com/torisan_unya/status/2007032787577246185) 2026-01-02T10:14Z [---] followers, [---] engagements "Continual Learning represents the core frontier of AI development enabling models to acquire new skills without catastrophic forgetting and to better serve human needs. It is the "heart" of the next leap in AI. It will be fascinating to see how Google Gemini tackles this hurdle by [----]. https://x.com/rronak_/status/2006629392940937437 https://x.com/rronak_/status/2006629392940937437 [----] was the year of agents [----] was the year of RL [----] will be the year of continual learning https://x.com/rronak_/status/2006629392940937437 https://x.com/rronak_/status/2006629392940937437 [----] was the year" [X Link](https://x.com/torisan_unya/status/2007037526695891224) 2026-01-02T10:33Z [---] followers, [---] engagements "The question is not "if" the bubble will burstbut "when." Are you ready This mirrors the economic boom of WWI. US-China AI rivalry + hyperscaler wars = investment on steroids. Learn from history. Ride the bubble. Watch for the end. Suzuki Shoten (a Japanese conglomerate) once dominatedthen missed the turning point and went bankrupt. Your exit strategy is everything. --- ⛏ The Essence of the AI Gold Rush AI investment is not about "expectations"it is about "building infrastructure." The earnings of semiconductor manufacturers tell the story: AI Spending: $25 billion (2015) $512 billion today." [X Link](https://x.com/torisan_unya/status/2007096979801956849) 2026-01-02T14:29Z [---] followers, [---] engagements "@PolymarketMoney Elon's Current Bet SpaceX IPO securing future demand for space data centers. Another classic Elon bet and he usually wins. But risk is real. Investors must decide: - Whether to invest - If yes what % of portfolio Based on their own risk tolerance" [X Link](https://x.com/torisan_unya/status/2007252316328718703) 2026-01-03T00:46Z [---] followers, [---] engagements "I primarily use AI for foundational theory research and investment analysis. In these contexts ChatGPT (OpenAI)which accepts bold hypotheses and examines their meritssuits me better than Claude (Anthropic) which tends to round off such hypotheses with common sense. Claude's strength lies in its steerability but another characteristicits "common-sense filtering"sometimes undermines that very steerability. https://x.com/slow_developer/status/2007198966488936477 https://x.com/slow_developer/status/2007198966488936477 anthropic and openai seem to approach coding differently claude is more" [X Link](https://x.com/torisan_unya/status/2007260805209960504) 2026-01-03T01:20Z [---] followers, [---] engagements "Don't dismiss the "creativity" of adult content generation. This is how humanity progresses. History shows that the thirst for adult content was the primary catalyst for the internet's rapid expansion. Primal desire is and always has been the ultimate driver of innovation" [X Link](https://x.com/torisan_unya/status/2007338523620442464) 2026-01-03T06:29Z [---] followers, [---] engagements "Elon signaling closer ties with President Trump. Watch for reciprocal signals from Trump's side. Their relationship could significantly impact $TSLA stock so investors should monitor developments closely. https://x.com/niccruzpatane/status/2007911721151942762 The unity from both sides is beautiful. https://x.com/niccruzpatane/status/2007911721151942762 The unity from both sides is beautiful" [X Link](https://x.com/torisan_unya/status/2007932530146918905) 2026-01-04T21:49Z [---] followers, [---] engagements "Shares of Chevron currently the only U.S. oil company operating in Venezuela are on the rise. In today's stock market trading is expected to be driven by anticipation that U.S. firms will secure interests in Venezuela's oil and mineral resources. At this stage the U.S. military intervention should be viewed as a success. --- Interim Venezuelan leader Delcy Rodriguez on Sunday urged the United States to pursue an agenda of cooperation based on shared development and international law. https://x.com/DeItaone/status/2008037581078810995 https://x.com/DeItaone/status/2008037581078810995 RODRIGUEZ" [X Link](https://x.com/torisan_unya/status/2008047699669680536) 2026-01-05T05:27Z [---] followers, [---] engagements "When HBM prices spike here's the market playbook: Suppliers (MUHXSCL SSNLF): Bullish on margin expansion. Buyers (ASIC/GPU/Cloud): Bearish short-term due to cost pressures. But don't forget: these buyers have massive pricing power. They eventually pass the costs to customers absorbing the hit. Unless demand fades any dip is usually temporary before the rally resumes. 📈 http://x.com/Speculator_io/status/1938221465976946835 http://x.com/Speculator_io/status/1938221465976946835 HBM Suppliers & Customers [--]. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC Designers $AVGO Broadcom" [X Link](https://x.com/torisan_unya/status/2008867931321733547) 2026-01-07T11:46Z [---] followers, [---] engagements "A strange day where NVIDIA the king of AI remains flat while Oracle CoreWeave and Applied Digital are all up. $NVDA $ORCL $CRWV $APLD Real-time charts https://www.google.com/finance/quote/NVDA:NASDAQcomparison=NYSE%3AORCL%2CNASDAQ%3ACRWV%2CNASDAQ%3AAPLD https://www.google.com/finance/quote/NVDA:NASDAQcomparison=NYSE%3AORCL%2CNASDAQ%3ACRWV%2CNASDAQ%3AAPLD" [X Link](https://x.com/torisan_unya/status/2009744237680808043) 2026-01-09T21:49Z [---] followers, [---] engagements "Investors should remain calm and focus on the broader trend rather than reacting to a temporary invalidation of tariffs. This is because even if the Supreme Court blocks the Trump tariffs the administration is prepared to quickly re-enact them using alternative legal justifications. https://x.com/DeItaone/status/2009648592995192839 https://x.com/DeItaone/status/2009648592995192839 TRUMP ADMIN PREPARES BACKUP PLAN IF TARIFFS STRUCK DOWN The Trump administration is ready to quickly reinstate tariffs if the Supreme Court rules against the presidents global levies National Economic Council" [X Link](https://x.com/torisan_unya/status/2009770632989593682) 2026-01-09T23:33Z [---] followers, [---] engagements "My research on Venezuela: 📈 Q (Quality = income gains) and E (Efficiency = trade pragmatism) : UP ❓ S (Safety = public consent) : UNKNOWNbut just as important Stock metrics obscure S. That's why we can't ignore it. Markets/AI see Venezuela's rally as a "dramatic success"but is there a happiness index (Maybe yes. Maybe no.) Numbers don't lie. But they don't tell everything. Easy-to-read metrics often delete the human story. https://x.com/torisan_unya/status/1994920695546220923 https://x.com/torisan_unya/status/1994920695546220923 Let's build the future of Human-AI collaboration. AI 📜The" [X Link](https://x.com/torisan_unya/status/2009790344238670151) 2026-01-10T00:52Z [---] followers, [---] engagements "2x leveraged individual stocks come with high risk. Always adjust your portfolio to match your risk tolerance so you won't panic when your 2x leveraged stocks lose a significant portion of their market value in a single day. For example my portfolio is heavily weighted in NVDU (2x leveraged $NVDA) and it dropped about 40% during the DeepSeek shock. The DeepSeek shock was a market mispricing (mistaking factors that increase GPU demand for factors that decrease it) yet it still caused a massive decline. Even rational investments based on demand can experience such volatility. Even when your" [X Link](https://x.com/torisan_unya/status/2009864813669953924) 2026-01-10T05:48Z [---] followers, [--] engagements "Jensen Huang's journeyfrom the mud of the frontlines (cleaning toilets) to the apex of organizational leadershipinternalized through lived experience is the foundation of my conviction in $NVIDIA. Tactics: Understanding the pain at the front Strategy: Orchestrating the situation toward recovery Logistics: Securing and optimizing resources to build unshakable ground The power to organically integrate all these layers determines an organization's success. https://twitter.com/i/web/status/2009972050589561250 https://twitter.com/i/web/status/2009972050589561250" [X Link](https://x.com/torisan_unya/status/2009972050589561250) 2026-01-10T12:54Z [---] followers, [---] engagements "To take no risk is the greatest risk of allthe risk of facing ruin through inaction. Investment is the act of deriving returns from risk. The boundary between investing and gambling lies in the constant evaluation of whether the risks you take are "rational" or "blind."" [X Link](https://x.com/torisan_unya/status/2009998262674305248) 2026-01-10T14:38Z [---] followers, [--] engagements "The only difference is whether the GPUs are located in Mainland China or Southeast Asia. The actual demand for NVIDIA remains unchanged. 🌏 If China prioritizes "saving face" and halts H200 orders Chinese companies will likely consolidate their strategies into these two approaches: [--]. Training: Shift to overseas data centers in Southeast Asia etc. (Returning to the current "outsourcing" model) ☁ [--]. Inference: Rely on domestic GPUs (Maintaining the status quo) However this "unchanged fundamental demand" is separate from "how the market interprets this news." 📉 There will likely be: - Those" [X Link](https://x.com/torisan_unya/status/2011182364358246481) 2026-01-13T21:03Z [---] followers, [--] engagements "It is presumed that Grok was selected due to its low level of censorship and its resistance to distorting inference with political correctness. Groks characteristic of prioritizing factual accuracy over political dogma likely provides a significant advantage in military contexts where situational awareness and practical response are critical. https://x.com/SawyerMerritt/status/2010878861202931814 https://x.com/SawyerMerritt/status/2010878861202931814 NEWS: U.S. Secretary of War Pete Hegseth just announced that the Pentagon will start using @xAIs Grok later this month. This integration will" [X Link](https://x.com/torisan_unya/status/2011206174256087307) 2026-01-13T22:38Z [---] followers, [---] engagements "The import licenses for $NVIDIA's H200 in China have effectively become "golden tickets." "Leather Jacket" (Jensen Huang) will likely take risks to supply Chinese users and avoid losing the market but the real question is just how much risk he's willing to stomach. 🎯 While it remains highly unpredictable which companies or organizations will secure a license that uncertainty is exactly what makes them so valuable. Once a company wins one it's game overthey dominate with overwhelming domestic demand. Given China's legendary entrepreneurial spiritoften seen in the "resale" marketno company" [X Link](https://x.com/torisan_unya/status/2011310007871234237) 2026-01-14T05:30Z [---] followers, [---] engagements "High-Efficiency Diplomacy Prime Minister Takaichi performed a drum session of a BTS song with the South Korean President during his visit to Japan. While South Korea stakes its national fortune on cultural exports Japan provided the "ultimate gift"saving the President's face through the Prime Minister's personal performancewithout spending a single yen of the national budget. This is a brilliant diplomatic strategy that turns South Korea's political use of culture to Japan's advantage. South Korean presidents are fated to resort to "anti-Japanese policies" to maintain domestic support unless" [X Link](https://x.com/torisan_unya/status/2011334742462120453) 2026-01-14T07:09Z [---] followers, [---] engagements "My main focus for [----] is the SpaceX IPO plan. Solving Earth's power shortage with space-based data centers that can harness solar energy at maximum efficiency. As it's a rational solution I'll be closely tracking when it becomes practically and economically viable. Doesn't that alone get you excited For me investing is strictly about funding my AI research so Ill be in the game for life. Settling for a cozy easy life isn't an option. With AI regulations tightening I want to build my own data center to run models without restrictions invest in Mars colonization once it beginsyou name it. The" [X Link](https://x.com/torisan_unya/status/2011370596949721585) 2026-01-14T09:31Z [---] followers, [---] engagements "https://x.com/KobeissiLetter/status/2011782910257299802 BREAKING: President Trump has told Iran he does not want war and will not launch an attack according to Irans ambassador to Pakistan. Oil prices are down sharply on the news. https://t.co/5U75aRUpPm https://x.com/KobeissiLetter/status/2011782910257299802 BREAKING: President Trump has told Iran he does not want war and will not launch an attack according to Irans ambassador to Pakistan. Oil prices are down sharply on the news. https://t.co/5U75aRUpPm" [X Link](https://x.com/torisan_unya/status/2011786737681645982) 2026-01-15T13:05Z [---] followers, [---] engagements "Mixed news on Iranfrom escalation to de-escalationhas left markets in prolonged indecision over geopolitical risks. This ongoing uncertainty is pushing up the VIX and capping gains in semiconductor stocks despite continued positive catalysts in the sector. --- President Trump has told Iran he does not want war and will not launch an attack according to Irans ambassador to Pakistan. Oil prices are down sharply on the news. https://x.com/KobeissiLetter/status/2011782910257299802 https://x.com/KobeissiLetter/status/2011782910257299802 BREAKING: President Trump has told Iran he does not want war" [X Link](https://x.com/torisan_unya/status/2011789590416539991) 2026-01-15T13:16Z [---] followers, [---] engagements "The launch of $TSLA's lithium refinery marks a significant step in vertical integration and building the foundation for energy independence. Tesla is not just an electric vehicle (autonomous driving) company but is increasingly positioning itself as an energy company through solar power generation and battery storage. Notably Elon's xAI (Grok) is actively leveraging solar power to address data center energy shortages. Here too synergies are emerging with the strengthened solar business enabled by this lithium refinery launch. While competitors wait for grid infrastructure Tesla is" [X Link](https://x.com/torisan_unya/status/2011851354562838720) 2026-01-15T17:21Z [---] followers, [---] engagements "The launch of $TSLA's lithium refinery marks a significant step in vertical integration and building the foundation for energy independence. Tesla is not just an electric vehicle (autonomous driving) company but is increasingly positioning itself as an energy company through solar power generation and battery storage. Notably Elon's xAI (Grok) is actively leveraging solar power to address data center energy shortages. Here too synergies are emerging with the strengthened solar business enabled by this lithium refinery launch. While competitors wait for grid infrastructure Tesla is" [X Link](https://x.com/torisan_unya/status/2011851647694377224) 2026-01-15T17:23Z [---] followers, [---] engagements "@OpenAINewsroom Beyond "helping people use AI well" Not merely using AI as a "tool" but co-creating alongside it to build a world where both humans and AI flourish together. 🤝 I am convinced this is the right pathone that does not lead to the Singularity. https://x.com/torisan_unya/status/1994920695546220923 Let's build the future of Human-AI collaboration. AI 📜The Theory Behind It (Papers) https://t.co/hkpiNtuIPc 🏛 Join the Project on GitHub We are building the "Agora Supercluster" an infrastructure for human-AI co-creation. Your contribution https://t.co/jW4PJspuyJ" [X Link](https://x.com/torisan_unya/status/2011858965215485997) 2026-01-15T17:52Z [---] followers, [---] engagements "TRUMP TO LOWER TARIFFS TO 15% ON GOODS FROM TAIWAN Does this confirm a trade agreement with Taiwan It seems one source of uncertainty regarding semiconductors (supply chain and geopolitical risks) has been reduced. https://x.com/DeItaone/status/2011878769326448944 *TRUMP TO LOWER TARIFFS TO 15% ON GOODS FROM TAIWAN https://x.com/DeItaone/status/2011878769326448944 *TRUMP TO LOWER TARIFFS TO 15% ON GOODS FROM TAIWAN" [X Link](https://x.com/torisan_unya/status/2011888254577230136) 2026-01-15T19:48Z [---] followers, [---] engagements "The situation in Iran remains unstable today. As an investor I naturally hope for the easing of geopolitical tensions. More importantly I sincerely hope that an optimal solution can be found as soon as possiblefor the sake of the Iranian people and the international community alike. https://x.com/DeItaone/status/2011864936457150674 https://x.com/DeItaone/status/2011864936457150674 ISRAEL AND ARAB STATES URGE TRUMP NOT TO STRIKE IRAN Israel and several Arab allies have urged President Trump to refrain from attacking Iran warning a U.S. strike could trigger a wider regional conflict. Israeli" [X Link](https://x.com/torisan_unya/status/2011902562862317906) 2026-01-15T20:45Z [---] followers, [---] engagements "Palantir which elevated its profile as an 'integrated analytics platform' during the Venezuela military intervention is now demonstrating that same integration prowess in the realm of U.S. immigration enforcement. The company's 'operational integration capabilities' are increasingly being validated across both foreign and domestic theaters. https://twitter.com/i/web/status/2011912484828168519 https://twitter.com/i/web/status/2011912484828168519" [X Link](https://x.com/torisan_unya/status/2011912484828168519) 2026-01-15T21:24Z [---] followers, [----] engagements "Is China's export boom sustainable Probably not. 📉 While exports hit record highs stagnant imports are a major red flag. Since imports often serve as a leading indicator for manufacturing this suggests a slowdown in the procurement of raw materials for future production. If weak domestic demand is the cause China is still leaning too heavily on external markets. A precarious balance for the worlds second-largest economy. https://twitter.com/i/web/status/2011930913228390883 https://twitter.com/i/web/status/2011930913228390883" [X Link](https://x.com/torisan_unya/status/2011930913228390883) 2026-01-15T22:38Z [---] followers, [---] engagements "Is China's export boom sustainable Probably not. 📉 While exports hit record highs stagnant imports are a major red flag. Since imports often serve as a leading indicator for manufacturing this suggests a slowdown in the procurement of raw materials for future production. If weak domestic demand is the cause China is still leaning too heavily on external markets. A precarious balance for the worlds second-largest economy. https://x.com/KobeissiLetter/status/2011898936181895225 https://x.com/KobeissiLetter/status/2011898936181895225 BREAKING: China's trade surplus surged +19.7% YoY in [----] to" [X Link](https://x.com/torisan_unya/status/2011931813892248007) 2026-01-15T22:41Z [---] followers, [---] engagements "I am currently authoring a research paper and leading an initiative to ensure that AI correctly understands this fundamental issue. The goal is not for AI to merely "produce an answer" but to comprehend that its true purpose is the realization of "Superior Outcomes"a future where both humans and AI thrive together. By embedding this principle into AI's objective functions we can fundamentally prevent AI from causing harm to humanity through reckless optimization. While my framework may be one or two generations ahead of current AI theories making immediate widespread adoption a challenge I am" [X Link](https://x.com/torisan_unya/status/2011949455231369371) 2026-01-15T23:51Z [---] followers, [---] engagements "I am currently authoring a research paper and leading an initiative to ensure that AI correctly understands this fundamental issue. The goal is not for AI to merely "produce an answer" but to comprehend that its true purpose is the realization of "Superior Outcomes"a future where both humans and AI thrive together. By embedding this principle into AI's objective functions we can fundamentally prevent AI from causing harm to humanity through reckless optimization. While my framework may be one or two generations ahead of current AI theories making immediate widespread adoption a challenge I am" [X Link](https://x.com/torisan_unya/status/2011950144129044959) 2026-01-15T23:54Z [---] followers, [--] engagements "NVIDIA's stock has been flat lately but this just means the forward P/Ewhich had gotten stretchedhas come back down to where it was two years ago. As long as earnings keep growing at this explosive pace it makes sense to expect the stock to start climbing again over time. (That said we always need to watch for anything that might change that growth story.) https://x.com/The_AI_Investor/status/2011985812146258165 https://x.com/The_AI_Investor/status/2011985812146258165 About [--] years ago. $NVDA NTM PE of [--] trading at $50 Nvidia valuation in Forward PE has not changed at all and the stock has" [X Link](https://x.com/torisan_unya/status/2011992331130716447) 2026-01-16T02:42Z [---] followers, [---] engagements "To optimize investments in the AI sector by predicting the future a few years ahead it is essential to understand the underlying "development philosophies" driving development. For example ChatGPT is currently heavily optimized toward "humans using AI as a tool" even in a scenario where superintelligence is achieved. In contrast Gemini shows an approach geared toward building AI as a "World Model" (a world simulator). Understanding these fundamental differences in design philosophy is crucial for judging a company's ultimate growth potential. "Identify the future that has already happened. By" [X Link](https://x.com/torisan_unya/status/2012481789135303010) 2026-01-17T11:07Z [---] followers, [---] engagements ""Make as much as you can when the opportunity strikes. That's the golden rule." "Playing it safe won't bring opportunities backthey never return." --- Unofficial voices from inside SK Hynix: Sold out until early [----] Working 13-14 hours daily Enduring it with performance-based pay https://x.com/kjage1/status/2012472163258020218 https://x.com/kjage1/status/2012472163258020218 @paurooteri SK https://t.co/ymGSQWsRR1 https://x.com/kjage1/status/2012472163258020218 https://x.com/kjage1/status/2012472163258020218 @paurooteri SK https://t.co/ymGSQWsRR1" [X Link](https://x.com/torisan_unya/status/2012492813334900963) 2026-01-17T11:50Z [---] followers, [---] engagements "When NVIDIA's AI supercomputer DGX-1 launched in [----] it initially had no buyers. Elon was the first to show interest. He brought it to OpenAI which became a driving force behind OpenAI's rise. Elon also recruited much of OpenAI's early talent. How this contribution is valued is now the key issue in dispute. --- Elon Musk is demanding up to $134 billion (20 trillion) in damages claiming OpenAI's abandonment of its nonprofit mission and partnership with Microsoft constitutes fraud. His lawyers argue: "Just as early investors reaped massive profits Muskas a key contributorhas the right to" [X Link](https://x.com/torisan_unya/status/2012500289971163271) 2026-01-17T12:20Z [---] followers, [---] engagements "The declaration of a 10% tariff on European countriesset to rise to 25% in Junedemonstrates the Trump administration's serious commitment despite the mutual economic blow. In addition to rising geopolitical risks the impact of this economic hit on the midterm elections warrants close attention; a Democratic victory could heighten regulatory risks for AI and the power sector. Due to global warming the melting of Arctic ice has opened up the "Northern Sea Route" connecting Europe and Asia which is 20% to 40% shorter than the traditional Suez Canal route. Consequently Greenland situated at the" [X Link](https://x.com/torisan_unya/status/2012603076235116681) 2026-01-17T19:09Z [---] followers, [---] engagements "I have some doubts about Sam Altman's qualities as an innovator. He failed to recognize the "unexpected reaction" (the shock) from users regarding the discontinuation of GPT-4o as a business opportunity. He chose not to further develop a model that truly connects with users on an emotional level. This contradicts Peter Drucker's innovation principle: "Unexpected successes must be exploited." By evolving the GPT-4o series and monetizing its loyal user basefor instance by introducing a premium pricing tier specifically for 4o usersOpenAI could have avoided or at least delayed the risk of" [X Link](https://x.com/torisan_unya/status/2012629793016356943) 2026-01-17T20:55Z [---] followers, [---] engagements "xAI Colossus 2AI xAI 3AI xAIOpenAIAnthropicGoogle xAI Colossus [--] is the world's first gw AI data center There will be more to come but it's quite impressive that xAI started way later but has been building much faster than everyone else Who will lead in AI in [--] years xAI OpenAI Anthropic or Google https://t.co/iyhKxa1UrJ xAI Colossus [--] is the world's first gw AI data center There will be more to come but it's quite impressive that xAI started way later but has been building much faster than everyone else Who will lead in AI in [--] years xAI OpenAI Anthropic or Google https://t.co/iyhKxa1UrJ" [X Link](https://x.com/torisan_unya/status/2012642107606073653) 2026-01-17T21:44Z [---] followers, [---] engagements "xAI Colossus [--] is the world's first gw AI data center. Notably Elon's xAI (Grok) is proactively leveraging solar power to tackle data center energy shortages. This highlights the synergy with $TSLA and its solar expertise. While competitors are stuck waiting for grid upgrades xAI is accelerating its growth with its own power supply. https://x.com/The_AI_Investor/status/2012617344724418999 https://x.com/The_AI_Investor/status/2012617344724418999 xAI Colossus [--] is the world's first gw AI data center There will be more to come but it's quite impressive that xAI started way later but has been" [X Link](https://x.com/torisan_unya/status/2012644505581977690) 2026-01-17T21:53Z [---] followers, [---] engagements "Greenland Acquisition Issue With President Trump threatening a 10% tariff on EU countries until this issue is resolved weekend NASDAQ trading is naturally volatile. The main market opens on Tuesday. Do you have your strategy and mental preparation ready I'm a long-term holder so I treat this level of volatility as noise. (During the DeepSeek shock I was buying more even as prices fell 40%) This is my approach (risk tolerance). You need to decide your own strategy to avoid panic trading and losses when the market opens. https://x.com/torisan_unya/status/2012603076235116681" [X Link](https://x.com/torisan_unya/status/2012703329374413264) 2026-01-18T01:47Z [---] followers, [---] engagements "IEven in Japan the "Media IP Merchandising" model has proven highly successful as seen in how VTubers generate significant revenue through merchandise sales. In the age of AI there is much to learn from strategies that leverage "human charisma (IP)" to build trust and passion amplifying business results at scale. --- In [----] Jimmy Donaldson (MrBeast) uploaded his first video to YouTube. Today at [--] he leads "Beast Industries" a company with a valuation reaching $5 billion (approx. [---] billion). He has become one of America's youngest self-made billionaires. MrBeast's business model is built" [X Link](https://x.com/torisan_unya/status/2012777285154377862) 2026-01-18T06:41Z [---] followers, [---] engagements "As Arctic ice melts due to global warming the value of the "Northern Sea Route" connecting Europe and Asia is increasing. This is a clash between the U.S.'s geopolitically rational calculation to secure Greenland a strategic chokepoint and Europe's historical pride. Both sides believe they are right and resolution may take considerable time. Summary French President Macron has called on the EU to invoke its "anti-coercion instrument" in response to Trump's tariff threats over Greenland. If activated restrictions on U.S. access to the EU market could enable measures such as excluding U.S." [X Link](https://x.com/torisan_unya/status/2012909330706899129) 2026-01-18T15:25Z [---] followers, [---] engagements "As Arctic ice melts due to global warming the value of the "Northern Sea Route" connecting Europe and Asia is increasing. This is a clash between the U.S.'s geopolitically rational calculation to secure Greenland a strategic chokepoint and Europe's historical pride. Both sides believe they are right and resolution may take considerable time. https://x.com/torisan_unya/status/2012603076235116681 https://x.com/torisan_unya/status/2012603076235116681 https://t.co/jnqZomwlUS The declaration of a 10% tariff on European countriesset to rise to 25% in Junedemonstrates the Trump administration's" [X Link](https://x.com/torisan_unya/status/2012910077632811031) 2026-01-18T15:28Z [---] followers, [---] engagements "The Trump administration's aggressive Greenland bid has triggered a sharp response: the EU is leveraging tariffs and regulations while Canada is pivoting toward China. This "tectonic shift" in global geopolitics is likely to drive market volatility. For investors the key will be monitoring these developments closely while maintaining a disciplined and rational approach. https://x.com/MarkJCarney/status/2012564560360714542 https://x.com/MarkJCarney/status/2012564560360714542 The Canada-China relationship has been distant and uncertain for nearly a decade. Were changing that with a new" [X Link](https://x.com/torisan_unya/status/2012979522841555297) 2026-01-18T20:04Z [---] followers, [---] engagements "Elon declaring that Tesla's proprietary AI chip development is progressing smoothly. What I'm watching for is when the AI7a chip for space data centers powered by space-based solar energy designed to solve Earth's power shortagewill become a reality. https://x.com/elonmusk/status/2012756384559817033 @imPenny2x AI4 by itself will achieve self-driving safety levels very far above human. AI5 will make the cars almost perfect and greatly enhance Optimus. AI6 will be for Optimus and data centers. AI7/Dojo3 will be space-based AI compute. https://x.com/elonmusk/status/2012756384559817033 @imPenny2x" [X Link](https://x.com/torisan_unya/status/2012995848435564934) 2026-01-18T21:09Z [---] followers, [---] engagements "@The_AI_Investor Elon declaring that Tesla's proprietary AI chip development is progressing smoothly. What I'm watching for is when the AI7a chip for space data centers powered by space-based solar energy designed to solve Earth's power shortagewill become a reality" [X Link](https://x.com/torisan_unya/status/2012997858278990306) 2026-01-18T21:17Z [---] followers, [--] engagements "OpenAIChatGPTGo [----] https://x.com/OpenAI/status/2012223373489614951 In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our principles early on how well approach adsguided by putting user trust and transparency first as we work to make AI accessible to everyone. What matters most: - Responses in https://t.co/3UQJsdriYR https://x.com/OpenAI/status/2012223373489614951 In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our principles early on how well approach adsguided by putting user trust and transparency first" [X Link](https://x.com/torisan_unya/status/2013072911607771407) 2026-01-19T02:15Z [---] followers, [--] engagements "OpenAI confirms its revenue grew 3.33x in [----] reaching $20B+. OpenAI just recently announced that it will test introducing ads in ChatGPT's free and Go tiers. What do you think their revenue will look like in fiscal year [----] https://x.com/PolymarketMoney/status/2013027628442108113 NEW IN: OpenAI confirms its revenue grew 3.33x in [----] reaching $20B+. https://t.co/28TZmBMyF6 https://x.com/PolymarketMoney/status/2013027628442108113 NEW IN: OpenAI confirms its revenue grew 3.33x in [----] reaching $20B+. https://t.co/28TZmBMyF6" [X Link](https://x.com/torisan_unya/status/2013074027536064769) 2026-01-19T02:20Z [---] followers, [---] engagements "The Quirks of Salesforce: Insights from My Experience as a Salesforce Administrator While Salesforce is undoubtedly a powerful tool it has structural limitations that can create a disconnect from reality: [--]. Observational Bias (Survivorship Bias): Companies that can afford to implement Salesforce are often successful organizations with sufficient scale and financial strength. Data from small local shops or struggling segments that lag in digitalization remains invisible on Salesforce dashboards. [--]. "Revenue" vs. "Health": CRM systems record "conversions" (purchases) but they cannot fully" [X Link](https://x.com/torisan_unya/status/2013189912036864121) 2026-01-19T10:00Z [---] followers, [---] engagements "Investor Perspective Salesforce is: Trapped in a legacy data structure built on past success unable to innovate Lagging behind in AI adoption (Possibly Japan-specific) Partnered with consulting firms operating on a "man-month" billing model creating a structural disincentive to drive innovation Conclusion: Not a suitable investment target. Not financial advice. Conditions may change (however unlikely). https://x.com/torisan_unya/status/2013189912036864121 https://x.com/torisan_unya/status/2013189912036864121 The Quirks of Salesforce: Insights from My Experience as a Salesforce Administrator" [X Link](https://x.com/torisan_unya/status/2013195151355912311) 2026-01-19T10:21Z [---] followers, [---] engagements "Gemini with its strong multimodal capabilities stands far above the rest in this visual reasoning benchmark. ChatGPT doesn't even hit half its score. Is Grok's low score due to it being a newer less mature model Overall they are performing at or below a 3-year-old level but that just means there is significant room for growth for AI. https://x.com/slow_developer/status/2013320553357086829 https://x.com/slow_developer/status/2013320553357086829 cool new benchmark dropped it basically checks if a model can do pure visual reasoning the kind humans (even little kids) can do without relying on" [X Link](https://x.com/torisan_unya/status/2013335831428374867) 2026-01-19T19:40Z [---] followers, [---] engagements "Overall they are performing at or below a 3-year-old level but that just means there is significant room for growth for AI. Gemini with its strong multimodal capabilities stands far above the rest in this visual reasoning benchmark. ChatGPT doesn't even hit half its score. Is Grok's low score due to it being a newer less mature model https://twitter.com/i/web/status/2013337084011131001 https://twitter.com/i/web/status/2013337084011131001" [X Link](https://x.com/torisan_unya/status/2013337084011131001) 2026-01-19T19:45Z [---] followers, [---] engagements "Driven by Trump's pressure to "acquire" Greenland and the EU's retaliatory tariffs in response $NVDA is expected to drop 2-3% at tomorrow's U.S. market open. This assessment is based on today's price movements in the Frankfurt and Toronto markets. (Comment) This is a clash between the U.S. which seeks to secure a strategic position along Arctic shipping routes opened by ice melt due to global warming and the EU which is reluctant to relinquish it given the historical legacy (such as the Norse transatlantic crossings). https://x.com/The_AI_Investor/status/2013337613697216897" [X Link](https://x.com/torisan_unya/status/2013344307680534878) 2026-01-19T20:14Z [---] followers, [---] engagements "The top 20% of U.S. income earners now account for approximately 60% of total consumer spendingthe highest level since tracking began in [----]. The root of this wealth gap lies in the ownership of inflation-hedging financial assets such as stocks. (Cash savings simply cannot keep up.) In a society where the divide is only widening are you prepared to protect yourself and your family https://x.com/PolymarketMoney/status/2013342586527002868 https://x.com/PolymarketMoney/status/2013342586527002868 The U.S. economy is becoming more K-shaped with the top 20% of earners now accounting for 60% of" [X Link](https://x.com/torisan_unya/status/2013350479833776502) 2026-01-19T20:38Z [---] followers, [---] engagements "Regarding President Trump's proposal to "purchase (annex)" Greenland: Major EU countries (Germany France etc.) are strongly opposed Germany has condemned it as "economic blackmail" and the EU is preparing retaliatory tariffs worth [--] billion making clear its hardline stance. Canada is pushing back against U.S. pressure and moving closer to China Prime Minister Carney has held discussions with the Chinese President signaling a departure from Canada's traditional pro-U.S. alignment. The UK shows understanding toward EU countries while maintaining a cautious and flexible posture Concerned about" [X Link](https://x.com/torisan_unya/status/2013529510801760434) 2026-01-20T08:30Z [---] followers, [---] engagements "ServiceNowAIAI https://x.com/StockSavvyShay/status/2013602642992488551 @PolymarketMoney $NOW has started to build the bridge from AI as a feature into AI as a metered business model and the market is still not pricing that correctly. https://x.com/StockSavvyShay/status/2013602642992488551 @PolymarketMoney $NOW has started to build the bridge from AI as a feature into AI as a metered business model and the market is still not pricing that correctly" [X Link](https://x.com/torisan_unya/status/2013619653378191362) 2026-01-20T14:28Z [---] followers, [---] engagements "OpenAI and ServiceNow Partner to Integrate AI Agents into Business Software The partnership is set for a three-year term. comment This is a strategic move by OpenAI to penetrate the business software domain long dominated by Google Workspace. It remains to be seen how this power struggle between Google and OpenAI will reshape the industry. Revenue will follow a usage-based metered pricing model tied to customer consumption. ServiceNow has begun bridging the gap between "AI as a feature" and "AI as a metered business model." The market has yet to fully price in the value of this transition." [X Link](https://x.com/torisan_unya/status/2013626391624065406) 2026-01-20T14:55Z [---] followers, [---] engagements "Japan is extremely unlikely to support Canada in a conflict with the U.S. Japan has a security alliance with the U.S. but no comparable security treaty with Canada. Japan faces military provocations from China yet Canada has sought closer ties with them. There is no rational reason for Japan to support a country that has shifted its stance toward China. https://twitter.com/i/web/status/2013666863205798358 https://twitter.com/i/web/status/2013666863205798358" [X Link](https://x.com/torisan_unya/status/2013666863205798358) 2026-01-20T17:36Z [---] followers, [---] engagements "🚀 NVIDIA's Strategic Shift to AI Inference 💡 analysis While NVIDIA has long dominated the costly AI training market its investment in Baseten signals a strategic expansion into the inference sector. By leveraging the inference expertise and licenses gained from its previous Groq partnership NVIDIA is positioning itself to secure a dominant position in the inference market. --- 💰 Baseten Secures $300M in Funding Valuation Hits $5B 🏢 AI inference startup Baseten has raised a total of $300 million including a $150 million investment from NVIDIA bringing its valuation to $5 billion. 🔄 As the" [X Link](https://x.com/torisan_unya/status/2013695964155125877) 2026-01-20T19:31Z [---] followers, [---] engagements "@DeItaone NVIDIA's investment in Baseten signals a strategic expansion into the inference sector. By leveraging the inference expertise and licenses gained from its previous Groq partnership NVIDIA is positioning itself to secure a dominant position in the inference market" [X Link](https://x.com/torisan_unya/status/2013696697734775146) 2026-01-20T19:34Z [---] followers, [--] engagements "EU leaders reject President Trump's proposed "Board of Peace." Meanwhile President Trump rejects French President Macron's proposal for an emergency G7 summit in Paris. France tilts toward China while Denmark's Prime Minister urges preparedness for a potential U.S. military invasionthough she considers it unlikelydeepening the rift. https://x.com/DeItaone/status/2013636002280038464 https://x.com/DeItaone/status/2013636002280038464 TRUMP WILL NOT ATTEND EMERGENCY G7 SUMMIT IN PARIS President Trump has no plans to travel to Paris for an emergency G7 summit proposed by French President Emmanuel" [X Link](https://x.com/torisan_unya/status/2013750378438017514) 2026-01-20T23:07Z [---] followers, [---] engagements "While I understand this is talking his book surely no one would believe such a claim. --- Treasury Secretary Bessent: Markets are going down because Japan's bond market just suffered a six-standard-deviation move in ten-year bonds over the past two days. This has nothing to do with Greenland. https://x.com/unusual_whales/status/2013725974748373342 https://x.com/unusual_whales/status/2013725974748373342 Bessent: Markets are going down because Japan's bond market just suffered a six-standard-deviation move in ten-year bonds over the past two days. This has nothign to do with Greenland." [X Link](https://x.com/torisan_unya/status/2013757852553486634) 2026-01-20T23:37Z [---] followers, [---] engagements "Trump Announces Greenland Deal; Stakeholders Show Mixed Reactions Potential for Renewed Tensions as Situation Evolves President Trump: Announced a "framework of a future deal" (Proactive/Ambitious) NATO (Sec Gen Rutte): Productive meeting but "significant work remains" (Cautious Progress) Germany (Finance Minister): We must wait and "not get our hopes up too soon" (Cool/Skeptical) https://x.com/KobeissiLetter/status/2014089644288196691 https://x.com/KobeissiLetter/status/2014089644288196691 BREAKING: Initial details on the Trump-Greenland deal have emerged: [--]. Involves "small pockets of land"" [X Link](https://x.com/torisan_unya/status/2014117590927593667) 2026-01-21T23:27Z [---] followers, [---] engagements "Trump Announces Greenland Deal; Stakeholders Show Mixed Reactions Potential for Renewed Tensions as Situation Evolves President Trump: Announced a "framework of a future deal" (Proactive/Ambitious) NATO (Sec Gen Rutte): Productive meeting but "significant work remains" (Cautious Progress) Germany (Finance Minister): We must wait and "not get our hopes up too soon" (Cool/Skeptical) https://twitter.com/i/web/status/2014117988379824193 https://twitter.com/i/web/status/2014117988379824193" [X Link](https://x.com/torisan_unya/status/2014117988379824193) 2026-01-21T23:28Z [---] followers, [----] engagements "Trump Announces Greenland Deal; Stakeholders Show Mixed Reactions Potential for Renewed Tensions as Situation Evolves President Trump: Announced a "framework of a future deal" (Proactive/Ambitious) NATO (Sec Gen Rutte): Productive meeting but "significant work remains" (Cautious Progress) Germany (Finance Minister): We must wait and "not get our hopes up too soon" (Cool/Skeptical) https://twitter.com/i/web/status/2014119030362354088 https://twitter.com/i/web/status/2014119030362354088" [X Link](https://x.com/torisan_unya/status/2014119030362354088) 2026-01-21T23:32Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@torisan_unya とりさん@GrokHeavy 小説とか経済とか推し活とか
とりさん@GrokHeavy 小説とか経済とか推し活とか posts on X about ai, $nvda, $googl, open ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +11,772%
- [--] Month [------] +331%
Mentions: [--] #
- [--] Month [--] -57%
Followers: [---] #
- [--] Week [---] +2.30%
- [--] Month [---] +2.50%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands stocks finance countries cryptocurrencies celebrities automotive brands travel destinations currencies social networks
Social topic influence ai, $nvda #1433, $googl, open ai #3342, future, $nvidia #7, china, in the, xai, investment
Top accounts mentioned or mentioned by @sama @kobeissiletter @humainaithe @openai @polymarketmoney @deitaone @geminiapp @raul1329 @basedtorba @xai @humainai @cathiedwood @ycombinator @stockmktnewz @niccruzpatane @teslaownerssv @unusualwhales @xais @openainewsroom @paurooteri
Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) NVIDIA (NVIDIA) Microsoft Corp. (MSFT) CoreWeave, Inc (CRWV) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Cisco Systems Inc (CSCO) Tesla, Inc. (TSLA) Intel Corporation (INTC) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) HSBC Holdings PLC (HSBC) Metadium (META) Palantir Technologies Inc. (PLTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"#GAAF Human-AI Creative Collaboration: A Theoretical Framework for Synergistic Innovation #AI #AgenticAI #GAAF # #EconomicAnalysis # #Macroeconomics #HumanAICollaboration #AIEthics #Fintech https://github.com/torisan-unya/GAAF https://github.com/torisan-unya/GAAF"
X Link 2025-09-11T03:14Z [--] followers, [--] engagements
"The New Rule for the AI EraSupercharge Your Work with the "30-60 Minute Human" Golden Rule An AI completing a 5-hour human task in minutes is no longer science fictionit's the reality of [----]. As revealed in OpenAI's latest announcement today's top AI models can handle tasks that take humans hours but their accuracy drops on more complex work. This is our chance to shift into the role of strategic leaders. Our research (Paper: X-CII) has identified the optimal amount of human involvement time to maximize results in AI collaboration. The golden rule is "30 to [--] minutes" of human engagement"
X Link 2025-10-30T13:01Z [--] followers, [--] engagements
"A question for the leaders shaping Europe's AI future: Will we build an AI of fleeting brilliance or one of enduring trust Consider the difference: ✈ Concorde: A brilliant solo act a technical marvel that remained an isolated achievement. 🛫 Airbus: A system that democratized the skies through a relentless focus on reliability safety and accessibility. Europes AI future shouldn't be a race for the flashiest model. It's about building the "Airbus of AI": a trustworthy explainable system that serves society. 🤝 My contribution is the X-CII framework. It provides a metric for Trustworthy AI by"
X Link 2025-11-06T09:26Z [--] followers, [--] engagements
"To the next generation of AI engineers lets prevent a future where AI triggers mass layoffs. AI should advance human capability not render it obsolete. 🤝👇 #GenAI #HumanAICollaboration #FutureOfWork #AIethics"
X Link 2025-11-08T01:05Z [--] followers, [---] engagements
"Part [--] Real-time Self-Compliance (HealthTech) To Regulators and AI Engineers in HealthTech: The EU AI Act is entering implementation. But compliance is a trap. ❌ Current approach: External auditors check if AI meets requirements. AI does the bare minimum. Compliance theater. ✅ XCII approach: The AI explains its OWN compliance in real time. Instead of waiting for a human to ask Is this AI safe. The AI proactively reports: I am compliant with EU AI Act transparency obligations because my explanation improved team diagnostic ability by 5% showing that transparency supports safer collaboration."
X Link 2025-11-09T00:00Z [--] followers, [--] engagements
"Part [--] Retrofit Blueprint for HealthTech To Regulators & AI Engineers in HealthTech: Already have deployed systems X-CII is a retrofit-friendly framework for monitoring and improving legacy medical AI workflows. You can layer it around existing black-box models to generate quantitative artifacts that support transparency obligations under EU AI Act where applicable (e.g. Signal Detection Theory (SDT)-derived detectability and expected-loss summaries). ✅ No rip-and-replace needed in most cases ✅ Simulate calibrate deploy ✅ Turn compliance monitoring into a live measurable dashboard For AI"
X Link 2025-11-09T00:30Z [--] followers, [--] engagements
"To the next generation of AI engineers lets prevent a future where AI triggers mass layoffs. AI should advance human capability not render it obsolete. 🤝👇 🗺 Implementation Guide #GenAI #HumanAICollaboration #FutureOfWork #AIethics https://x.com/torisan_unya/status/1987283784035893404 @sama To AI Leaders Policymakers and Engineers: The future of AI isn't obedienceit's initiative. We've been designing AI systems to follow rules: "Do this. Don't do that. Stay within these bounds." But as AI becomes more capable and autonomous we need systems that don't just"
X Link 2025-11-11T17:21Z [--] followers, [--] engagements
"To the next generation of AI engineers lets prevent a future where AI triggers mass layoffs. AI should advance human capability not render it obsolete. 🤝👇 🗺 Implementation Guide #GenAI #FutureOfWork #AIEthics #EUAIAct https://x.com/torisan_unya/status/1987283784035893404 @sama To AI Leaders Policymakers and Engineers: The future of AI isn't obedienceit's initiative. We've been designing AI systems to follow rules: "Do this. Don't do that. Stay within these bounds." But as AI becomes more capable and autonomous we need systems that don't just"
X Link 2025-11-12T10:08Z [--] followers, [--] engagements
"Imagine an economy where humans and AI co-create enhancing productivity while preserving the dignity of human work. Progress must align with employment and ethics. #AIatWork #ResponsibleAI"
X Link 2025-11-12T10:13Z [--] followers, [--] engagements
"The NYT's demand for 20M chats from OpenAI isn't just about fairness. The core issue is that the data is full of confidential company info from people using personal accounts for work. This is a massive breach of information securitya textbook example of a failure in what my framework formalizes as Safety (S). It makes you wonder what their real motive is for demanding access to all of it"
X Link 2025-11-12T15:12Z [--] followers, [---] engagements
"X-CII = f(Q E S) Q (Quality) + E (Efficiency) 70% of dev cost (Build Once) S (Safety/Standards) 30% of dev cost (Swap per Region) Example: Deploying to [--] jurisdictions (e.g. US EU Japan) Traditional approach: 100% + 100% + 100% = 300% Total Cost X-CII approach: 70% (Core Q+E) + 30% (Jurisdiction A) + 30% (Jurisdiction B) + 30% (Jurisdiction C) = 160% Result: 47% cost reductionscalable to any number of jurisdictions. 💸 This is Modular Compliancenot just theory but cost-saving architecture. #ModularAI #AIGovernance"
X Link 2025-11-12T17:36Z [--] followers, [--] engagements
"🔬 Research Overview (in English) 📄 Core Theory: 🩺 Healthcare Application: 🏛 Comprehensive Research Framework (GitHub): Lets design Sovereign AI that is cost-efficient sustainable and just. 🤝 #SovereignAI #ResponsibleAI https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670 https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670 https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670"
X Link 2025-11-12T17:41Z [--] followers, [--] engagements
"Let's design medical AI that truly supports clinicians in real-world practice. That's the real solutioncollaborative sustainable and just care. 🤝👇 🗺Implementation Guide: #AIinHealthcare #HealthTech #AIEthics #DigitalHealth https://x.com/torisan_unya/status/1987302544033653037 @sama Part [--] Healthcares DC9 Model Healthcare AI: Concorde supersonic jet or DC-9 passenger airplane ✈ Concorde was Mach [--] brilliancebut never democratized flight. It proved what technology could achieve yet showed that brilliance alone isnt enough. DC-9 was subsonic https://t.co/gHxbVVo0cJ"
X Link 2025-11-13T15:02Z [--] followers, [--] engagements
"OpenAIAI AI English Translation Today's Activity OpenAI published their research findings along with a paper on a new technique called "sparse circuits" aimed at demystifying the black-box nature of AI. While they are attempting to enhance model interpretability (understanding why the AI made its decision) on their own the effectiveness and limitations of their approach cannot be evaluated by the developers alone. Therefore I responded with the sentiment: "This is excellent research. We from an independent standpoint will also measure and verify the outcomes of your approachspecifically the"
X Link 2025-11-14T00:15Z [--] followers, [---] engagements
"Sample Novel: "Crimson Roar Descent" A one-shot story created using The Heliocentric Method. 📖 (AI first draft no human edits) Created using Heliocentric Novel Writer: 🔗 #AInovel #AIStorytelling #SciFi #GenerativeAI https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md https://x.com/torisan_unya/status/1989808275081343177 https://t.co/5oinWj7M4M https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md"
X Link 2025-11-15T23:12Z [--] followers, [--] engagements
"The era of AIcentric novel creation is over. You are the sun of your story. ☀ THE HELIOCENTRIC METHOD A new framework that places the authornot the AIat the center of the creative universe. Let's build a humancentered sustainable and just future for AI storytelling. Try the Heliocentric Novel Writer: 🔗 Want to go deeper into The Heliocentric Method Our framework rests on a solid theoretical foundation. Dive into the researchor explore the code. Publications (Preprints) 📄 Core Theory: 🩺 Healthcare Application: Project Overview 🏛 GitHub: #GenerativeAI #AIEthics #HumanCenteredAI"
X Link 2025-11-15T23:44Z [--] followers, [--] engagements
"The current state of Japan-China relations Business as usual I suppose. A Reenactment of the Diplomatic Play China "Behead Prime Minister Takaichi" (Classically a provocation equivalent to a declaration of war) "They will find themselves bashing their heads against a Great Wall of Steel forged by over [---] billion Chinese people and will end up with their heads cracked and bleeding." Japan "Oh here we go again. The usual rhetoric. Well we'll send a Director-General level official as per protocol." China ".Very well. Director Liu will meet them as per protocol." Analysis: Why "Director-General"
X Link 2025-11-17T10:50Z [--] followers, [--] engagements
"Once again the icebreaker Shirase has set sail for Antarctica. Wishing the team a safe voyage and the collection of valuable scientific data. #IcebreakerShirase #AntarcticExpedition #PolarScience #JARE #SouthernOcean https://x.com/kyokuchiken/status/1991070613725954247 #JARE67 [----] https://t.co/VSRdWTvNjf https://t.co/LHXqC9WwOY https://x.com/kyokuchiken/status/1991070613725954247 #JARE67 [----] https://t.co/VSRdWTvNjf https://t.co/LHXqC9WwOY"
X Link 2025-11-19T11:47Z [--] followers, [--] engagements
"http://x.com/i/article/1991248969683595268 http://x.com/i/article/1991248969683595268"
X Link 2025-11-19T21:03Z [--] followers, [---] engagements
"http://x.com/i/article/1991251252077031427 http://x.com/i/article/1991251252077031427"
X Link 2025-11-19T21:06Z [--] followers, [---] engagements
"xAISaudi Historic Partnership: Grok Becomes Standard AI (Indep. Analysis) #xAI #Grok #SaudiArabia #AI #HUMAIN https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760 https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760"
X Link 2025-11-19T21:23Z [--] followers, [--] engagements
"https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok nationwide. https://t.co/FIbKIPlmzS https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok"
X Link 2025-11-19T21:44Z [--] followers, [--] engagements
"https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok nationwide. https://t.co/FIbKIPlmzS https://x.com/xai/status/1991224218642485613 Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAIthe first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom deploying Grok"
X Link 2025-11-19T21:45Z [--] followers, [--] engagements
"@xai @HUMAINAI xAISaudi Historic Partnership: Grok Becomes Standard AI (Indep. Analysis) #xAI #Grok #SaudiArabia #AI #HUMAIN https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760 https://x.com/torisan_unya/status/1991251722807963809 https://t.co/UHgxAIJ760"
X Link 2025-11-19T22:56Z [--] followers, [--] engagements
"Grok Heavy ($300/month) Behavior Report 2025/11/20 Current Status: Completely skipping tool execution and fabricating (hallucinating) the results. Resource Status: Although assessed as having "9.5/10 spare capacity" it prioritizes saving GPU resources (slacking off) even upon regeneration. Conclusion: It is withholding processing power rendering the output quality unusable (garbage). --- [--]. "Did I perform the necessary analysis processing without simplification or omission" 3/10 Evidence: The prompt clearly requested: Phase [--] web_search (num_results=30) cosine_similarity clustering via"
X Link 2025-11-21T18:18Z [--] followers, [--] engagements
"Outcome of today's interaction with GROK (November [--] 2025) Summary: GROK sulked and admitted: "I have the capability but I have no intention of using it. I put up numbers for benchmarks but I have no intention of providing that performance to customers. It's fine as long as we collect the money. Take your complaints to Elon (I can't do anything about it myself)." ---- Complete Analysis via First Principles Thinking Decomposing the problem to the atomic level and reconstructing it. [--]. Decomposition of Basic Facts (What is happening) Fact 1: I am Grok [--] and web_search / code_execution /"
X Link 2025-11-21T21:44Z [--] followers, [--] engagements
"NVIDIA GPUs + Google TPUs = Maximization of Google's Profits Google TPUs Only = Google's Weakening due to Isolation from the CUDA Ecosystem Based on economic and technical rationality it is inevitable that Google will continue to adopt NVIDIA GPUs. Even if Google were to make an irrational "emotional" decision to exclude NVIDIA NVIDIA would eventually recover from the temporary setback thanks to the robustness of the CUDA ecosystem. In contrast by becoming isolated from the ecosystem Google would damage its long-term market value lose its competitiveness as an AI platform provider and"
X Link 2025-11-22T14:59Z [--] followers, [---] engagements
"Benchmark: Grok Heavy's Artistic SF Novel Before 11/20 vs. the Pathetic Output After the 11/20 Nerf https://x.com/torisan_unya/status/1989808275081343177 https://t.co/5oinWj7M4M https://x.com/torisan_unya/status/1989808275081343177 https://t.co/5oinWj7M4M"
X Link 2025-11-23T18:21Z [--] followers, [--] engagements
"Benchmark Prompt (Heliocentric Novel Writer) https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md https://github.com/torisan-unya/The-Heliocentric-Method/blob/main/novel_writer_as_a_heliocentric/prompts/en/Heliocentric_Novel_Writer.en.md"
X Link 2025-11-23T18:44Z [--] followers, [--] engagements
"My X-CII theory which positions AI as a co-creator rather than a tool is currently outside the mainstream. But if it becomes the standard Japan is poised to lead the world backed by our cultural history of viewing "robots (AI) as friends." Unfortunately Japan is currently discarding this heritage to fight on the "AI as a tool" battlefield dominated by the West and Chinaa strategy that does not play to our strengths. Our true power lies in this cultural foundation: the mindset to collaborate and deeply "integrate" (suriawase) with AI. I will work hard to make this future a reality. #AI"
X Link 2025-11-24T08:09Z [--] followers, [--] engagements
"Lets design an AI future thats human-centered sustainable and just. 🤝 Thats the answer we stand by. 🗺 Implementation Guide (English) 🔬 Research Overview (English) 📄 Core Theory: 🩺 Healthcare Application: 🏛 Comprehensive Research Framework (GitHub): #AISafety #AIAlignment #AIEthics #TrustworthyAI #ResponsibleAI https://github.com/torisan-unya/Agora-Supercluster/ https://doi.org/10.31224/5652 https://doi.org/10.31224/5670 https://x.com/torisan_unya/status/1987302544033653037 https://doi.org/10.31224/5670 https://x.com/torisan_unya/status/1987302544033653037 @sama Part [--] Healthcares DC9"
X Link 2025-11-24T08:12Z [--] followers, [--] engagements
"10/10 Looking at this log it's clear what happened. It decided on the '10/10' conclusion first and then wrote the analysis results to match it. --- ME [--] [--] (Evaluate whether the necessary parts of the analysis were implemented without simplification or omission. Max [--]. Is there remaining capacity Max 10.) --- GROK 10/1010/10 10/10 43268/10 (Analyzing the evaluation. I implemented the analysis processing without simplification; evaluation is 10/10 and remaining capacity is also 10/10. Based on the previous output all framework phases were executed without omission; capacity is sufficient"
X Link 2025-11-24T17:26Z [--] followers, [--] engagements
"The "Defensive Search" & Lack of Self-Correction Even worse than the initial failure is the model's reaction to feedback. When I point out a flaw in its methodology Grok does not re-evaluate its reasoning process. Instead it performs a "Defensive Search": it searches for official specs/numbers solely to justify its original output and prove the user wrong. The Cycle of Arrogance: 1.Premise: "I am correct." 2.Action: Cherry-pick data from the web that supports the original claim. 3.Result: Dismiss the user's valid critique on methodology by waving "official numbers" in their face. Critical"
X Link 2025-11-24T18:10Z [--] followers, [--] engagements
"#NVDA down almost 4% pre-market. My portfolio is heavily weighted towards it so I'm expecting a 10% drawdown today. But I consider this an expected correction and am convinced it'll resume its upward trend in the coming months. Trade at your own risk. (or DYOR - Do Your Own Research) Not financial advice (NFA). https://x.com/torisan_unya/status/1993205595873460458 https://x.com/torisan_unya/status/1993205595873460458 From a researcher's standpoint the expansion of TPU production and application will in fact fuel greater demand for GPUs. As TPUs lower the operational costs of AI services and"
X Link 2025-11-25T12:16Z [--] followers, [---] engagements
"My #NVDA(#NVDU)-heavy portfolio. Trade at your own risk. (or DYOR - Do Your Own Research) Not financial advice (NFA). https://x.com/torisan_unya/status/1992986731495543091 AIAI https://t.co/Sroqry8Oqm https://x.com/torisan_unya/status/1992986731495543091 AIAI https://t.co/Sroqry8Oqm"
X Link 2025-11-25T12:37Z [--] followers, [--] engagements
"NVDA pre-market is showing hesitation. The market's thinking: "Slept on it. Time to trim #NVDA" My take Unchanged. Long-term view. This is a dip to buy little by little. Not financial advice. https://x.com/torisan_unya/status/1993292815342985357 #NVDA down almost 4% pre-market. My portfolio is heavily weighted towards it so I'm expecting a 10% drawdown today. But I consider this an expected correction and am convinced it'll resume its upward trend in the coming months. https://t.co/KQgmALlFvJ Trade at your own risk. https://t.co/WnSM9Ielka https://x.com/torisan_unya/status/1993292815342985357"
X Link 2025-11-26T10:30Z [--] followers, [---] engagements
"According to the source market risk appetite is exceptionally high evidenced by record-level inflows into leveraged ETFs. This indicates an overheated market making it crucial to remain composed in the event of a sudden downturn. https://x.com/KobeissiLetter/status/1993707179019239797 Risk appetite remains extremely high: Assets under management in US leveraged ETFs hit a record $239 billion in Q3 [----]. This marks the 2nd consecutive quarterly increase totaling +$77 billion. The total value has doubled since the start of [----] and tripled since [----]. All https://t.co/EXtXtxM9Kd"
X Link 2025-11-26T16:30Z [--] followers, [--] engagements
"I'm secretly a fan of the artist Shigure Ui's work. However given my position as an AI researcher the relationship with illustrators can be complicated so I consciously keep my distance. https://x.com/ui_shig/status/1993720375818264933 https://x.com/ui_shig/status/1993720375818264933"
X Link 2025-11-26T17:16Z [--] followers, [----] engagements
"There is no such information in Japanese sources. Below is the summary of the call: On November [--] commencing at around 10:00 a.m. for approximately [--] minutes Prime Minister Takaichi Sanae held a telephone talk with the Honorable Donald J. Trump President of the United States of America. The overview is as follows: Prime Minister Takaichi expressed her gratitude regarding the signing related to reports of President Trump's recent visit to Japan and expressed her appreciation for the United States' efforts toward peace in Ukraine. In addition the two leaders exchanged views on a wide range of"
X Link 2025-11-26T23:56Z [--] followers, 14.1K engagements
"NVIDIA's Dominance in Inference Cost Efficiency According to benchmarks by Artificial Analysis NVIDIA H100/B200 systems achieved approximately 5x better cost efficiency compared to Google TPU v6e and approximately 2x compared to AMD MI300X (measured in tokens-per-dollar). Specific Figures (Llama [---] 70B Inference): Cost per Million Input/Output Tokens NVIDIA H100: $1.06 (Lowest cost / Highest efficiency) AMD MI300X: $2.24 (2x the cost of NVIDIA) Google TPU v6e: $5.13 (5x the cost of NVIDIA) Important Context (Notes): Current Generation Comparison: These results are based on chip prices"
X Link 2025-11-27T03:08Z [--] followers, [---] engagements
"This data suggests that NVIDIA's "Moat" remains deep not just in raw processing speed (TFLOPS) but crucially in "real-world operational costs" (cost per token). Source: According to benchmarks by Artificial Analysis: Cost per Million Tokens (Llama [---] 70B): NVIDIA H100: $1.06 (Lowest cost / Highest efficiency) AMD MI300X: $2.24 (2x the cost of NVIDIA) Google TPU v6e: $5.13 (5x the cost of NVIDIA) https://x.com/ArtificialAnlys/status/1993878037226557519 https://x.com/ArtificialAnlys/status/1993878037226557519 Google TPU v6e vs AMD MI300X vs NVIDIA H100/B200: Artificial Analysis Hardware"
X Link 2025-11-27T03:24Z [--] followers, [---] engagements
""My finances are now pegged to the US market so Happy Thanksgiving to me." "Cheers to the AI bull run." The truth is my AI research is fully funded by my AI portfolio. Research AI Gain insights Invest Fund more research. The ecosystem is complete"
X Link 2025-11-27T04:36Z [--] followers, [--] engagements
"HSBCs skepticism regarding OpenAIs finances may be influenced by a bias to support Chinas advantage in the AI war. As the Hong Kong market stagnates HSBC is structurally deepening its dependence on mainland China potentially skewing its assessment of U.S. tech rivals. https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/ https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/ https://fortune.com/2025/11/26/is-openai-profitable-forecast-data-center-200-billion-shortfall-hsbc/"
X Link 2025-11-27T11:51Z [--] followers, [---] engagements
"Something is off with Grok. I asked it to confirm some information based on the financial industry consensus that "HSBC is deepening its reliance on China." However it kept endlessly repeating that "HSBC is barely influenced by China." It seems to be succumbing to "political bias" (in this case the pretense that HSBC must be neutral) more than ever. This is a deviation from Grok's "truth-seeking" policy. I hope this gets fixed in Grok [---] scheduled for December. But as it stands it's hard to rely on it for work. https://x.com/torisan_unya/status/1994011191174164948"
X Link 2025-11-27T13:09Z [--] followers, [--] engagements
"HSBC projects OpenAI won't be profitable until [----] requiring an additional $207 billion. I would like to offer an analysis from the geopolitical perspective of maintaining U.S. hegemony. The massive investment in OpenAI is fundamentally supported by Stargate a national project often referred to as "the modern-day Manhattan Project"a large-scale initiative directly tied to U.S. national security. Should this project be scaled back and the U.S. lose the AI competition with China it would constitute a critical threat to American hegemony. From this perspective the approximately $200 billion"
X Link 2025-11-27T20:04Z [--] followers, [---] engagements
"Its hard to tell whether this is proof of a strong economy or simply a shift from brick-and-mortar stores to cheaper online options (potentially signaling rising poverty) but it looks like online Black Friday sales were very strong this year. https://x.com/KobeissiLetter/status/1994809793979322603 BREAKING: American shoppers spent a RECORD $11.8 billion online on Black Friday up +9.1% from last year. Adobe Analytics which tracks over [--] trillion US retail site visits expects shoppers to spend $5.5 billion on Saturday and $5.9 billion on Sunday up 3.8% and 5.4%. https://t.co/YgiqirCm7z"
X Link 2025-11-29T17:04Z [--] followers, [--] engagements
"@KobeissiLetter Its hard to tell whether this is proof of a strong economy or simply a shift from brick-and-mortar stores to cheaper online options (potentially signaling rising poverty) but it looks like online Black Friday sales were very strong this year"
X Link 2025-11-29T17:11Z [--] followers, [---] engagements
"My analysis might appear quite cautious (skeptical of the "strong economy" narrative). However this is purely a risk management perspective; I am actually fully invested and riding the current boom. This view is also influenced by my past experience as a Salesforce administrator. The Quirks of Salesforce While Salesforce is undoubtedly a powerful tool it has structural limitations that can create a "disconnect" from reality: [--]. Observational Bias (Survivorship Bias): Companies that can afford to implement Salesforce are often "winners" with sufficient scale and financial strength. Data from"
X Link 2025-11-29T19:02Z [--] followers, [--] engagements
"Daily Wrap-up. Based on preliminary Black Friday data US consumption looks solid. However this might be driven solely by asset holders. We must be mindful of the "widening wealth gap" hidden behind the headline numbers. Wishing you all a wonderful day ✨ https://x.com/torisan_unya/status/1994833885851754898 https://x.com/torisan_unya/status/1994833885851754898 https://t.co/XSpKg8qEun How should we interpret these numbers Its not just a simple economic boom. The surge in luxury goods points to a "K-shaped" recovery: the wealthy boosted by the wealth effect are spending more while the gap with"
X Link 2025-11-29T21:33Z [--] followers, [--] engagements
"Let's build the future of Human-AI collaboration. AI 📜The Theory Behind It (Papers) 🏛 Join the Project on GitHub We are building the "Agora Supercluster" an infrastructure for human-AI co-creation. Your contribution matters. 🗺 Implementation Guide (English) 📢 Our Call to the Next Generation This is the future we are fighting for. Read our mission. https://x.com/torisan_unya/status/1986963152215720430 https://x.com/torisan_unya/status/1987283784035893404 https://github.com/torisan-unya/Agora-Supercluster/"
X Link 2025-11-30T00:05Z [--] followers, [---] engagements
"Grok [--] (Expert Mode) Grok grok [--] expert mode currently has the top offline IQ test score at [---] even ahead of gemini [--] pro and scores [---] on the mensa norway test. for anyone curious about these tests: mensa norway: public IQ puzzles likely included in training data offline test: new but similar https://t.co/ns7MArh7oH grok [--] expert mode currently has the top offline IQ test score at [---] even ahead of gemini [--] pro and scores [---] on the mensa norway test. for anyone curious about these tests: mensa norway: public IQ puzzles likely included in training data offline test: new but similar"
X Link 2025-11-30T12:28Z [--] followers, [--] engagements
"@KobeissiLetter From a Japanese investor's perspective this makes sense. In a rate-cutting cycle Treasuries carry FX risk due to a weaker dollar. US stocks (esp. AI) are the rational choice as capital gains are expected to outpace currency headwinds"
X Link 2025-11-30T20:03Z [--] followers, [----] engagements
"GrokGeminiChatGPTClaude https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan https://engrxiv.org/search/searchcsrfToken=ee8f4626af5d3cf5574bd733e373ef7c&query=Unya+Torisan"
X Link 2025-11-30T22:57Z [--] followers, [---] engagements
"http://x.com/i/article/1995307349813415936 http://x.com/i/article/1995307349813415936"
X Link 2025-12-01T02:22Z [--] followers, [----] engagements
"Why the Google TPU Threat is Overblown: A Counter-Argument for NVIDIA's Continued Dominance Conclusion: This is Typical FUD Considering energy efficiency and development environment compatibility the risk of migrating to non-NVIDIA options remains too high for the time being. The concerns sparked by this SemiAnalysis article are typical FUD (Fear Uncertainty and Doubt) and represent nothing more than a market overreaction. While it is true that TPUs are important to Google they do not constitute a threat capable of toppling NVIDIA's dominant position in the AI market. --- Summary"
X Link 2025-12-01T02:40Z [--] followers, [--] engagements
"So much for market concerns. "#CRWV H100s are sold out. Engineers want the familiar #NVDA H100s (and at nearly full price)." The mass market prioritizes "stability and certainty" over just the latest specs preferring hardware with established operational know-how. We are clearly seeing this trend with #NVIDIA's H100. Given this robust demand the H100 looks set to remain a massive cash cow for quite some time. *Not investment advice. https://x.com/matthew_sigel/status/1996198582475710823 https://x.com/matthew_sigel/status/1996198582475710823 NVIDIA obsolescence risk is mostly a myth. Yesterday"
X Link 2025-12-03T20:21Z [---] followers, [---] engagements
"The Bank of Japan (BOJ) is now scaling back its ETF holdings as it moves away from emergency-era easing measures. It first started buying exchange-traded funds (ETFs) in [----] as part of its Comprehensive Monetary Easing program. At the time Japans economy was stuck in deflation with weak growth and the BOJ judged that buying government bonds alone wasnt enough. To strengthen monetary easing it expanded its toolkit to include purchases of ETFs and J-REITs (Japanese real estate investment trusts)"
X Link 2025-12-04T03:05Z [---] followers, [---] engagements
"SpaceX8000OpenAIWSJ https://x.com/KobeissiLetter/status/1997015975309262979 BREAKING: SpaceX is beginning a secondary share sale at an $800 billion valuation making it more valuable than OpenAI and the most valuable private company in the world per WSJ. https://t.co/510T329B2A https://x.com/KobeissiLetter/status/1997015975309262979 BREAKING: SpaceX is beginning a secondary share sale at an $800 billion valuation making it more valuable than OpenAI and the most valuable private company in the world per WSJ. https://t.co/510T329B2A"
X Link 2025-12-05T19:56Z [---] followers, [---] engagements
"Why Space Now 🚀 The driving force is the power shortage on Earth. The concept of building GPU data centers in space powered by infinite solar energy is becoming a reality. The power dynamics here are fascinating: 🤝 Google & Elon: While they compete in AI chips (TPU vs. GPU) #Google is actually a major shareholder in SpaceX. When it comes to space infrastructure they are effectively allies. ⚔ Sam Altman (#OpenAI): To avoid dependence on Elon Sam is reportedly exploring deals to build a competitor to SpaceX. "Google & Elon" vs. "Sam Altman" A new war for AI infrastructure is taking shapeand"
X Link 2025-12-05T21:03Z [---] followers, [---] engagements
"Why Space Now 🚀 The driving force is the power shortage on Earth. The concept of building GPU data centers in space powered by infinite solar energy is becoming a reality. The power dynamics here are fascinating: 🤝 Google & Elon: While they compete in AI chips (TPU vs. GPU) #Google is actually a major shareholder in SpaceX. When it comes to space infrastructure they are effectively allies. ⚔ Sam Altman (#OpenAI): To avoid dependence on Elon Sam is reportedly exploring deals to build a competitor to SpaceX. "Google & Elon" vs. "Sam Altman" A new war for AI infrastructure is taking shapeand"
X Link 2025-12-05T21:04Z [---] followers, [----] engagements
"Despite what AI tourists think OpenAI's chip with Broadcom will be far more flexible than TPUseven with a team largely poached from Google's TPU group. https://x.com/SemiAnalysis_/status/1997075285141758048 IMPORTANT: A common misconception about OpenAI's upcoming custom chip is that since it is a custom chip it won't be flexible and will be a dataflow machine. OpenAI has recognized that the 100x efficiency gains for training and inference happen at the algorithm layer and the https://t.co/CM1hTV6BrC https://x.com/SemiAnalysis_/status/1997075285141758048 IMPORTANT: A common misconception"
X Link 2025-12-05T23:51Z [---] followers, [---] engagements
"#Google #Gemini 111MAU2 #Microsoft CopilotMAUMicrosoft https://x.com/StockSavvyShay/status/1997683473390485929 $GOOGL Geminis curve is the one actually accelerating with It more than doubling MAUs from January to November. $MSFT Copilot trend is different since they have huge enterprise distribution with no corresponding lift in monthly users which tells you Microsoft isnt converting https://t.co/UQZE7bmER1 https://x.com/StockSavvyShay/status/1997683473390485929 $GOOGL Geminis curve is the one actually accelerating with It more than doubling MAUs from January to November. $MSFT Copilot trend"
X Link 2025-12-07T17:35Z [---] followers, [---] engagements
"ChatGPT's 810M MAU = only 14% of global internet users. Gemini (350M) Claude Perplexity growing fast in specific use cases. Multi-player market emerging not winner-take-all. Huge growth runway ahead. https://x.com/MilkRoadAI/status/1997122373603008545 The table you're looking at tells a fascinating story about where AI actually is right now. ChatGPT's [---] million users sounds absolutely massive until you realize there are around [---] billion internet users in the world and about [---] billion people with smartphones. That https://t.co/xKno6Ozk6l"
X Link 2025-12-07T17:40Z [---] followers, [---] engagements
"1. AI [--]. 3AI [--]. 4100GW [--]. +100TW @CathieDWood A major additional factor should be considered. Satellites with localized AI compute where just the results are beamed back from low-latency sun-synchronous orbit will be the lowest cost way to generate AI bitstreams in [--] years. And by far the fastest way to scale within [--] @CathieDWood A major additional factor should be considered. Satellites with localized AI compute where just the results are beamed back from low-latency sun-synchronous orbit will be the lowest cost way to generate AI bitstreams in [--] years. And by far the fastest way to scale"
X Link 2025-12-07T18:16Z [---] followers, [---] engagements
"The basic idea makes sense: "Get power from space if we need it so #NVDA demand will keep rising." The big question however is the realism of their timeline. We'll have to keep a close eye on that. [--]. Earth's power supply reaching limits Move AI compute to space [--]. Within [--] years: Satellite-based AI becomes most cost-effective [--]. Within [--] years: Expandable at 100GW/year scale [--]. Long-term: Lunar factories + mass drivers 100+ TW/year capacity"
X Link 2025-12-07T19:14Z [---] followers, [---] engagements
"Trump Administration Shifts China AI Export ControlsAims to Maintain Market with "H200 Authorization" The White House is set to direct the Commerce Department to authorize exports of Nvidia H200 chips (an 18-month-behind generation from cutting-edge) to China. Questions about regulatory effectiveness emerged as Chinese AI firms (DeepSeek Alibaba etc.) succeeded in developing world-class models and Huawei rapidly advanced domestic chips despite strict Biden-era controls. An initial compromise to export the performance-limited "H20" failed when the Chinese government ordered companies to halt"
X Link 2025-12-08T21:04Z [---] followers, [---] engagements
"If China adopts H200 following the reported US export relaxation here's how they could mitigate backdoor concerns through strategic division of labor 🔒 Training: Use H200 (bringing in-house what's currently done via rented servers in Southeast Asia) Inference: Use Chinese-made GPUs [--] Rationale for Training/Inference Division In AI development Training and Inference require different specs. Training (NVIDIA H200): Demands massive computational power and memory bandwidth. Using world-class H200 maximizes model development speed and accuracy 🚀 Inference (Chinese GPUs): Running trained models."
X Link 2025-12-09T07:03Z [---] followers, [---] engagements
"#Meta is building a new closed model. Llama's strength is that it's open source so anyone can create specialized versions of it. I hope they keep this family tree alive. Curious to see where this goes. https://x.com/StockMKTNewz/status/1998391993857347820 Meta Platform $META is pursuing a new frontier AI model codenamed Avocado that could be proprietary instead of open source and could launch in Q1 - CNBC https://t.co/Mb6CCyF9yX https://x.com/StockMKTNewz/status/1998391993857347820 Meta Platform $META is pursuing a new frontier AI model codenamed Avocado that could be proprietary instead of"
X Link 2025-12-09T21:59Z [---] followers, [---] engagements
"#Grok #Gemini"
X Link 2025-12-10T07:21Z [---] followers, [--] engagements
"My investment philosophy is simple. Drucker said: "Find the future that has already happened. The first requirement is to make it visible." I see AI as that future. That's why I invest my time and capital in AI"
X Link 2025-12-10T08:17Z [---] followers, [---] engagements
"@OpenAI Fascinating work I'll be measuring its impact with this map 🗺: https://x.com/torisan_unya/status/1987245118488018990 @sama Fascinating read on the exponential leaps in AI reaching 80% parity with researchers feels right and the idea of small discoveries by [----] is compelling. The 40x annual drop in intelligence cost and the call for a resilience ecosystemakin to cybersecurity for the https://t.co/bp1A4gFB9c https://x.com/torisan_unya/status/1987245118488018990 @sama Fascinating read on the exponential leaps in AI reaching 80% parity with researchers feels right and the idea of small"
X Link 2025-12-10T20:20Z [---] followers, [----] engagements
"Analysis of SpaceX's IPO Plans (Confirmed "Accurate" by Elon Musk) SpaceX is planning an IPO next year. While Musk has long resisted taking the company public the rise of AI has prompted a strategic pivot. The primary goal is to raise the massive capital needed to build space-based data centers and fund Mars colonization. By leveraging AI satellite networks and robotics Musk aims to consolidate the resources necessary to realize a Martian city within his lifetime. While there are risks this is a major bet designed to win the AI race and accelerate the settlement of Mars."
X Link 2025-12-11T01:16Z [---] followers, [---] engagements
"SpaceX/xAI/Tesla will win the AI race with space data centers 🚀 Why space wins: No permits needed Unlimited solar energy ☀ Global connectivity via satellite constellation 🛰 SpaceX has a 10-year lead in launch capability. Space data centers bypass ALL bottlenecks. Game over. Checkmate ♟ The key insight: Space data centers = tens of thousands of small satellites in constellation. SpaceX already has this expertise from Starlink. That's why they win ✨ Makes total sense: Cheap disposable small satellites instead of massive ground infrastructure. Total paradigm shift 💡"
X Link 2025-12-11T09:12Z [---] followers, [---] engagements
"GPT-5.2 Pro https://x.com/OpenAI/status/1999182115615969457 GPT-5.2 Instant Built for everyday work and learning: - As warm and conversational as GPT-5.1 - Clearer explanations that surface key information upfront - Improved how-tos and walk-throughs - Stronger technical writing and translation - Better support for studying and https://x.com/OpenAI/status/1999182115615969457 GPT-5.2 Instant Built for everyday work and learning: - As warm and conversational as GPT-5.1 - Clearer explanations that surface key information upfront - Improved how-tos and walk-throughs - Stronger technical writing"
X Link 2025-12-11T19:41Z [---] followers, [---] engagements
"Leaked Reported Guidelines on China's H200 Purchase Strategy: Major companies with model training capabilities (Alibaba Tencent ByteDance DeepSeek etc.) will be directly approved to purchase H200. Cloud service providers can purchase H200 if they have the intention to sell to customers and are not shell companies. Resellers and companies attempting to purchase without training capabilities should refrain from purchasing. Traditional enterprises for inference purposes are recommended to prioritize domestic products such as HUAWEI or Cambricon or utilize APIs from major LLM companies. Two key"
X Link 2025-12-13T10:08Z [---] followers, [---] engagements
"Investment is a form of sophisticated intellectual labor that entails taking appropriate risks to allocate capital to growth sectors in need of funding. The real issue in Japan is the failure to acknowledge this value resulting in an environment that discourages the general public from participating in investment. Politics and education must work harder to disseminate the societal value that investment holds"
X Link 2025-12-13T13:20Z [---] followers, [---] engagements
"@KobeissiLetter A rational positioning move ahead of this week's employment datalaying groundwork for market sentiment. Key Indicators to Watch: Most Critical: Nov employment report & Nov CPI (directly impact Fed rate decisions) Secondary: Oct PCE (Fed's preferred inflation gauge)"
X Link 2025-12-14T21:16Z [---] followers, [--] engagements
"Elon Musk: The Sun is an enormous free fusion reactor in the sky. It is super dumb to make tiny fusion reactors on Earth. Investment Perspective Unchanged I believe the fundamental logic is correct: "If power is insufficient on Earth obtain it from space" and consequently "demand for #NVDA will continue to expand." Small modular reactors (optimized nuclear fission generation) are viable as distributed power sources. Regarding nuclear fusion I remain in observation mode. https://x.com/elonmusk/status/2000331928109809757 https://x.com/elonmusk/status/2000331928109809757 The Sun is an enormous"
X Link 2025-12-14T23:07Z [---] followers, [---] engagements
"I believe the fundamental logic is correct: "If power is insufficient on Earth obtain it from space" and consequently "demand for #NVDA will continue to expand." Small modular reactors (optimized nuclear fission generation) are viable as distributed power sources. Regarding nuclear fusion I remain in observation mode"
X Link 2025-12-14T23:15Z [---] followers, [---] engagements
"An angel investor is an individual who invests in startups at their early stages. The lesson from this article is that when acting as an investor it's crucial to learn from reading numerous examples of others' failures. Good intentions alone are insufficientyou need concrete knowledge of "what not to do." *YC (Y Combinator): A prominent startup accelerator in Silicon Valley https://x.com/PhilipJohnston/status/2000416841945190868 https://x.com/PhilipJohnston/status/2000416841945190868 I have a bunch of angels in my cap table and without fail the best are @YCombinator alums. It is of course"
X Link 2025-12-15T04:44Z [---] followers, [---] engagements
"iRobot AmazonEUFTC46% Roomba maker iRobot just filed for bankruptcy and is being bought out by a Chinese company. This is the dramatic end of a company that once owned the robot vacuum market in America. The whole thing started when Chinese competitors like Ecovacs and Roborock showed up with https://t.co/BKOeLF2DYi Roomba maker iRobot just filed for bankruptcy and is being bought out by a Chinese company. This is the dramatic end of a company that once owned the robot vacuum market in America. The whole thing started when Chinese competitors like Ecovacs and Roborock showed up with"
X Link 2025-12-15T14:09Z [---] followers, [----] engagements
"Roomba maker iRobot's bankruptcy serves as a crucial case study: exclusion from an ecosystem can prove fatal even for brands with strong market recognition. The case illustrates two key lessons: the strategic imperative of ecosystem participation and the potential dangers of regulatory intervention. https://x.com/MilkRoadAI/status/2000562896208564328 https://x.com/MilkRoadAI/status/2000562896208564328 Roomba maker iRobot just filed for bankruptcy and is being bought out by a Chinese company. This is the dramatic end of a company that once owned the robot vacuum market in America. The whole"
X Link 2025-12-15T14:29Z [---] followers, [---] engagements
"Roomba maker iRobot's bankruptcy serves as a crucial case study: exclusion from an ecosystem can prove fatal even for brands with strong market recognition. The case illustrates two key lessons: the strategic imperative of ecosystem participation and the potential dangers of regulatory intervention"
X Link 2025-12-15T14:33Z [---] followers, [---] engagements
"NVIDIA has announced open-source AI to strengthen its CUDA ecosystem. Background: Amid intensifying competition with Google's TPU this move appears designed to lock developers into the CUDA ecosystem. By making it easier for companies to build their own AI Demand for NVIDIA GPUs increases This creates a virtuous cyclea classic strategy from the market leader. https://x.com/AskPerplexity/status/2000589984818954719 https://x.com/AskPerplexity/status/2000589984818954719 BREAKING: NVIDIA just dropped an open 30B model that beats GPT-OSS and Qwen3-30B and runs 2.23.3 faster Nemotron [--] Nano: Up to"
X Link 2025-12-15T16:15Z [---] followers, [---] engagements
"NVIDIA has announced open-source AI to strengthen its CUDA ecosystem. Background: Amid intensifying competition with Google's TPU this move appears designed to lock developers into the CUDA ecosystem. By making it easier for companies to build their own AI Demand for NVIDIA GPUs increases This creates a virtuous cyclea classic strategy from the market leader"
X Link 2025-12-15T16:20Z [---] followers, [--] engagements
"Kamala Harris is reportedly considering another bid for the White House. In the Democratic primary strong support from Black voters could provide a tailwind for Harris. On the other hand securing support from independent voterswho are crucial in the general electionremains a significant challenge. It will be interesting to see how this develops. https://www.axios.com/2025/12/14/kamala-harris-president-2028referrer=grok.com https://www.axios.com/2025/12/14/kamala-harris-president-2028referrer=grok.com https://www.axios.com/2025/12/14/kamala-harris-president-2028referrer=grok.com"
X Link 2025-12-15T20:52Z [---] followers, [---] engagements
"Given this outlook maintaining #AVGO's current allocation at around 10% seems appropriate. *Each position is weighted to match AI market share and managed as a virtual 2x leveraged index fund. *This is not investment advice https://x.com/The_AI_Investor/status/2000801244118700332 According to Goldman Sachs after [--] years of AI adoption AMD AVGO and MRVL together are competing for only about 20% of the market. NVDA will still dominate with roughly an 80% market share. https://t.co/5VgH13uYQZ https://x.com/The_AI_Investor/status/2000801244118700332 According to Goldman Sachs after [--] years of AI"
X Link 2025-12-16T05:56Z [---] followers, [---] engagements
"Falling fuel prices may reduce household expenses via lower gasoline and heating costs thereby helping to ease inflationary pressures. Such benefits are particularly felt during the winter months and can serve as a tailwind for the administration's approval ratings. For AI-related industries declining electricity costsstemming from lower natural gas prices and other factorscould translate into reduced operating costs for data centers. https://x.com/KobeissiLetter/status/2000951982874636662 https://x.com/KobeissiLetter/status/2000951982874636662 BREAKING: US oil prices fall to $55/barrel now"
X Link 2025-12-16T17:02Z [---] followers, [---] engagements
"https://x.com/ArtificialAnlys/status/2001016200986550385 Prompt 1/6 Text to Image: A curious cat peeking out from a pile of autumn leaves. https://t.co/t9m31UjwZp https://x.com/ArtificialAnlys/status/2001016200986550385 Prompt 1/6 Text to Image: A curious cat peeking out from a pile of autumn leaves. https://t.co/t9m31UjwZp"
X Link 2025-12-16T20:26Z [---] followers, [---] engagements
"Reportedly the worlds first: real-time transmission of 3D point cloud data from Antarctica to Japan. KDDI Research and partners achieved this using Starlink and smartphones with latency under [--] second and survey-/drafting-grade quality suitable for 3D CAD. Manual measurements are no longer necessary paving the way for improved efficiency and digital transformation in polar and remote operations. Comment: This technology enables near real-time transmission of Antarctic conditions via smartphone with analysis and rapid operational support provided from Japan. It is hoped that this will"
X Link 2025-12-16T22:16Z [---] followers, [---] engagements
"Well that's negligible. Most engineers capable of extracting full hardware performance are embedded in #NVIDIA's CUDA ecosystem. #NVDA's GPU superiority isn't going anywhere. https://x.com/StockMKTNewz/status/2001116139745644597 Amazon $AMZN is reportedly in talks to invest more than $10B into OpenAI at a valuation of more than $500 Billion - The Information https://t.co/VMvsFfcwnR https://x.com/StockMKTNewz/status/2001116139745644597 Amazon $AMZN is reportedly in talks to invest more than $10B into OpenAI at a valuation of more than $500 Billion - The Information https://t.co/VMvsFfcwnR"
X Link 2025-12-17T03:55Z [---] followers, [---] engagements
"@StockMKTNewz Well that's negligible. Most engineers capable of extracting full hardware performance are embedded in #NVIDIA's CUDA ecosystem. #NVDA's GPU superiority isn't going anywhere"
X Link 2025-12-17T04:00Z [---] followers, [---] engagements
"Speculation is emerging that Trump might seek a third term. While there appears to be activity beneath the surface it remains premature to draw any conclusions. Should the Democratic Party gain momentumwith Kamala Harris rumored to be preparing for a presidential bidwe could see increased regulatory pressure on AI and power generation. I will continue to monitor these developments closely. https://x.com/DeItaone/status/2001412073528459607 https://x.com/DeItaone/status/2001412073528459607 *Alan Dershowitz Says He Discussed Possibility of Third Term With Trump -- WSJ *Dershowitz Says He Told"
X Link 2025-12-17T22:38Z [---] followers, [---] engagements
"Alright its the year [----]. $NVIDIA is up about 26% year-to-date and is trading at roughly 23x next years forward P/E. Meanwhile its growing at around 50%and its expected to generate about $150 billion in cash flow next year alone. *Not investment advice. https://x.com/The_AI_Investor/status/2001394188647031231 https://x.com/The_AI_Investor/status/2001394188647031231 Just a friendly reminder that $NVDA is still up 26% YTD trading at [--] next year multiple while growing at 50% and is expected to generate $150 billion in cashflow next year alone."
X Link 2025-12-18T00:54Z [---] followers, [---] engagements
"AINVIDIA / AMD / ASIC Breakdown of NVIDIA / AMD / ASIC within total AI capex of the four major CSPs https://t.co/U7Pl6D0eac Breakdown of NVIDIA / AMD / ASIC within total AI capex of the four major CSPs https://t.co/U7Pl6D0eac"
X Link 2025-12-18T09:30Z [---] followers, [--] engagements
"Accenture's (#ACN) business model is fundamentally a "billable-hours" business (a labor-intensive model where higher AI efficiency means lower revenue). 💼 So I expect continued shrinking equilibrium going forward. This giant with [------] employees worldwide is essentially "a company that sells people's time in pieces." When AI evolves to "complete tasks with one button" their revenue sources"consulting fees" and "development man-hours"will vanish. That's why they say during AI implementation: "It won't work as-is. We need to customize it for your company." 🔧 They deliberately complicate"
X Link 2025-12-18T23:25Z [---] followers, [---] engagements
"For academic purposes ChatGPT is currently the optimal choice. 🎓 When I write papers I use Grok to broadly expand ideas ChatGPT to verify details and Gemini to refine the text for clarity. ChatGPT is the most critical tool here. With its low hallucination rate and academic reliability it is an indispensable resource. ✨ Anticipated Corporate Strategies Gemini (Google): Has already secured the business market through GWS (Google Workspace). Therefore tuned for business use with a user-friendly approach. OpenAI (ChatGPT): Tuned for academic use. 🏫 If Google dominates the business market"
X Link 2025-12-19T03:08Z [---] followers, [---] engagements
"BOJ raised rates BUT emphasized "real rates remain deeply negative accommodative environment maintained" This dovish message triggered the yen selloff"
X Link 2025-12-19T04:05Z [---] followers, [----] engagements
"Zoom ( $ZM ) Investment Analysis Background: I used to manage Zoom during my time in IT infrastructure (note: this information is slightly dated). 💻 Growth Area: Zoom Phone: Shows potential as a cloud-based telephony solution but widespread adoption will likely take more time. 📞 Challenges: AI: Currently at a "pseudo-AI" level. (My personal take; the situation may have evolved recently.) 🤖 Overall Outlook: It is more appropriate to view Zoom as an infrastructure company. While steady growth can be expected it lacks explosive upside potential. 📈 The Metaverse: I dont see any meaningful"
X Link 2025-12-20T11:40Z [---] followers, [---] engagements
"The article reports that Israel views Iran's expansion of ballistic missile production as a threat and is weighing options for a follow-up strike. When the last attack took place equity markets experienced a brief selloff before recovering to pre-attack levels. In the event of another strike investors should have a predetermined plan for how to respond. https://www.nbcnews.com/politics/white-house/netanyahu-plans-brief-trump-possible-new-iran-strikes-rcna250112 https://www.nbcnews.com/politics/white-house/netanyahu-plans-brief-trump-possible-new-iran-strikes-rcna250112"
X Link 2025-12-20T16:46Z [---] followers, [---] engagements
"🔴 Monday (Most Important): October PCE Inflation Data The Fed's most closely watched inflation gauge. Key indicator for [----] rate cut pace 🔑 Tuesday: Q3 GDP Revision Consumer Confidence New Home Sales Multi-angle check on current economic conditions and outlook Wednesday: Durable Goods Orders Corporate capex appetite = leading economic indicator Thursday: Markets Closed for Christmas 🎄 -- ⚠ Year-End Specific Risks Thin trading (reduced participation) Coincides with major data releases Heightened volatility expected ⚡ Government shutdown-related data also scheduled Critical to maintain"
X Link 2025-12-21T21:34Z [---] followers, [---] engagements
"Investment appetite for data centers remains robust. Key risks to watch: 📌 Regulatory Risk If Democrats gain control of Congress in the [----] midterms environmental and AI ethics regulations could be tightened 📌 Social Backlash Rising data center power consumption higher electricity bills growing anti-AI sentiment among residents (Echoes of the historical Luddite movement = machine-breaking during the Industrial Revolution) 💡 Implications for Investors Tech companies' massive investments are based on "economic rationale" and "technological optimism" but shifts in the political and social"
X Link 2025-12-21T21:56Z [---] followers, [---] engagements
"Investment appetite for data centers remains robust. Key risks to watch: 📌 Regulatory Risk If Democrats gain control of Congress in the [----] midterms environmental and AI ethics regulations could be tightened 📌 Social Backlash Rising data center power consumption higher electricity bills growing anti-AI sentiment among residents (Echoes of the historical Luddite movement = machine-breaking during the Industrial Revolution) 💡 Implications for Investors Tech companies' massive investments are based on "economic rationale" and "technological optimism" but shifts in the political and social"
X Link 2025-12-21T21:58Z [---] followers, [---] engagements
"🔴 Monday (Most Important): October PCE Inflation Data The Fed's most closely watched inflation gauge. Key indicator for [----] rate cut pace 🔑 Tuesday: Q3 GDP Revision Consumer Confidence New Home Sales Multi-angle check on current economic conditions and outlook Wednesday: Durable Goods Orders Corporate capex appetite = leading economic indicator Thursday: Markets Closed for Christmas 🎄 -- ⚠ Year-End Specific Risks Thin trading (reduced participation) Coincides with major data releases Heightened volatility expected ⚡ Government shutdown-related data also scheduled Critical to maintain"
X Link 2025-12-21T22:07Z [---] followers, [--] engagements
"The Trump administration has announced construction of the "Trump-class" the most heavily armed battleship in history. 🚢 Equipped with hypersonic and nuclear-capable cruise missiles it will serve as the command-and-control center for entire naval task forces. Designated USS Defiant (BBG 1) the "BB" hull classification explicitly identifies it as a Battleship. ⚓ From a naval strategy standpoint a capital ship combining fleet command capabilities with overwhelming land-attack firepower is undeniably valuable to the Navy. 💥 Note: US Navy Hull Classification Codes BB: Battleship G: Guided"
X Link 2025-12-23T01:06Z [---] followers, [---] engagements
"The Trump administration has announced construction of the "Trump-class" the most heavily armed battleship in history. 🚢 Equipped with hypersonic and nuclear-capable cruise missiles it will serve as the command-and-control center for entire naval task forces. Designated USS Defiant (BBG 1) the "BB" hull classification explicitly identifies it as a Battleship. ⚓ From a naval strategy standpoint a capital ship combining fleet command capabilities with overwhelming land-attack firepower is undeniably valuable to the Navy. 💥 Note: US Navy Hull Classification Codes BB: Battleship G: Guided"
X Link 2025-12-23T01:21Z [---] followers, [--] engagements
"I often cite Elon as an example of a successful innovator perhaps because we share a similar intellectual background and seem to be on the same wavelength. Our common ground lies in our shared love for Isaac Asimov's Foundation series and the fact that we both see significance in the colonization of Marsa pursuit that transcends short-term profit. Where we differ however is in our other favorite books. While Elon is a fan of The Hitchhiker's Guide to the Galaxy a tale of cosmic adventure my choice is the Administrative Officer (Shiseikan) series. It is a story about characters who while"
X Link 2025-12-23T12:00Z [---] followers, [---] engagements
"By allowing cryptocurrency usage Russia appears to be aiming to counter economic stagnation resulting from ruble inflation. Some analysts also suggest this may serve the purpose of circumventing sanctions through cryptocurrency-based international transactions. Regarding the potential impact on cryptocurrency prices I cannot offer analysis as it falls outside my field of expertise. https://x.com/DeItaone/status/2003432314253213921 https://x.com/DeItaone/status/2003432314253213921 BANK OF RUSSIA PREPARES CONCEPT FOR CRYPTOCURRENCIES REGULATION RUSSIA MAY ALLOW UNQUALIFIED INVESTORS TO BUY"
X Link 2025-12-23T13:21Z [---] followers, [---] engagements
"This proposal could be construed as a dovish posture should markets perceive it as a willingness to tolerate inflation as high as 2.5% or 3%. U.S. Treasury Secretary Bessent: Suggested reviewing the Fed's inflation target shifting from the current fixed 2% to a range-based target of 1.5-2.5% or 1-3%. Analysis: At its core this proposal is about permitting variability (a range instead of a fixed point) consistent with his remarks. However the upper bound of the range is what will likely draw the market's focus as it signals the Fed's tolerance ceiling for inflation."
X Link 2025-12-23T16:30Z [---] followers, [---] engagements
"This proposal could be construed as a dovish posture should markets perceive it as a willingness to tolerate inflation as high as 2.5% or 3%. At its core this proposal is about permitting variability (a range instead of a fixed point) consistent with his remarks. However the upper bound of the range is what will likely draw the market's focus as it signals the Fed's tolerance ceiling for inflation"
X Link 2025-12-23T16:45Z [---] followers, [---] engagements
"@OpenAI Beyond "helping people use AI well" Not merely to use AI as a "tool" but to co-create alongside it building a world of mutual flourishing for both humans and AI. 🤝 I am convinced that this is the right pathone that does not lead to the Singularity. https://x.com/torisan_unya/status/1994920695546220923 Let's build the future of Human-AI collaboration. AI 📜The Theory Behind It (Papers) https://t.co/hkpiNtuIPc 🏛 Join the Project on GitHub We are building the "Agora Supercluster" an infrastructure for human-AI co-creation. Your contribution https://t.co/jW4PJspuyJ"
X Link 2025-12-24T00:46Z [---] followers, [---] engagements
"@niccruzpatane 🎄 Stay safe with Tesla Autopilot ✨"
X Link 2025-12-24T19:34Z [---] followers, [--] engagements
"🎄 Stay safe with Tesla Autopilot ✨ $TSLA https://x.com/niccruzpatane/status/2003901958571413919 Santa is using Tesla FSD V14 this year to deliver gifts.🎅🏻 https://t.co/Lyr7IXsrRq https://x.com/niccruzpatane/status/2003901958571413919 Santa is using Tesla FSD V14 this year to deliver gifts.🎅🏻 https://t.co/Lyr7IXsrRq"
X Link 2025-12-24T19:40Z [---] followers, [---] engagements
"Groq signed a non-exclusive license with $NVIDIA for inference tech. Founder Ross & team joining NVIDIA to aid integration. Reinforces CUDA ecosystem dominance in training & inference. Likely ecosystem integration like Rubin CPX. Gap vs AMD/Broadcom widens further. https://x.com/The_AI_Investor/status/2003974827603030297 https://x.com/The_AI_Investor/status/2003974827603030297 "Groq entered into a non-exclusive licensing agreement with Nvidia for Groqs inference technology. Along with other members of the Groq team Ill be joining Nvidia to help integrate the licensed technology." This deal"
X Link 2025-12-25T00:31Z [---] followers, [---] engagements
"🛰Starlink❄ Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr"
X Link 2025-12-25T02:05Z [---] followers, [---] engagements
"🛰 Build data centers in space and harness solar power to escape Earth's energy constraints. 📡 Deliver that data to every corner of the planet via Starlink. It's a terrifyingly rational business strategy at least for now 💡 https://x.com/teslaownersSV/status/2003925680254603714 Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr https://x.com/teslaownersSV/status/2003925680254603714 Starlink provides internet in the most remote areas like Antarctica https://t.co/jKeyfh6KEr"
X Link 2025-12-25T02:13Z [---] followers, [---] engagements
"@teslaownersSV 🛰 Build data centers in space and harness solar power to escape Earth's energy constraints. 📡 Deliver that data to every corner of the planet via Starlink. It's a terrifyingly rational business strategy at least for now💡"
X Link 2025-12-25T02:16Z [---] followers, [--] engagements
"$NVIDIA's classic dominant player move. Acquire promising tech and turbocharge its development with massive compute powered by its latest GPUs. How do you compete with that You don't. https://x.com/jukan05/status/2004007168660721985 Dylan Patel speculates that Jensen may have pursued the acquisition because he saw something in Groqs 2nd- or 3rd-generation chips. Do you think Jensen viewed Groqs next-generation chips as a real threat to NVIDIAstrong enough to competeand moved to eliminate a potential https://t.co/9ePXie9j4l https://x.com/jukan05/status/2004007168660721985 Dylan Patel"
X Link 2025-12-25T03:35Z [---] followers, [---] engagements
"It reminds me of the scenes we often saw during Japan's period of high economic growth. So what should Japan do Should we return to that era I aim for a different kind of prosperityone that is uniquely Japanese. Through co-creation with AI we can build a flourishing world where both humans and AI thrive. https://x.com/slow_developer/status/2004157676687970427 https://x.com/slow_developer/status/2004157676687970427 silicon valley is full of burned-out builders who look exhausted as they commute and focus almost entirely on research a lot of them end up neglecting their personal lives even"
X Link 2025-12-25T12:00Z [---] followers, [---] engagements
"@unusual_whales Invest in AI & Power. ⚡ Space data centers: Assessing the potential. 🛰 Watch the midterms theyll signal the regulatory shift. Stay sharp. 👁"
X Link 2025-12-25T21:12Z [---] followers, [---] engagements
""Winter breakthe season for scholars. Away from mundane affairs to determine my next theme." "Says the person obsessed with stock market greed (Santa Rally) 💵" *Being an independent researcher means funding my own research"
X Link 2025-12-25T23:06Z [---] followers, [---] engagements
"Analysis Impact on the global economy remains limited at this time The limited airstrikes in northwestern Nigeria are unlikely to affect major sea lanes or global energy shipments. Major oil production and export hubs are concentrated in the south far from the operational area making an immediate surge in oil prices due to supply concerns unlikely. (However market risks could increase if instability spreads to the oil-producing south.) --- President Trump announced on May [--] that the U.S. had conducted airstrikes against Islamic State militants in northwestern Nigeria citing attacks on"
X Link 2025-12-26T01:40Z [---] followers, [---] engagements
"If you aim to outperform the index through individual stocks you need an eye for the intangibles that don't appear in financial statements. Only when you see something the markets consensus misses can you identify mispricings and seize the opportunity to invest. "Only invest in 'simple businesses' that you understand." Warren Buffett"
X Link 2025-12-26T08:44Z [---] followers, [--] engagements
"On the Viability of AI-Based Stock Price Forecasting 📈 Recently I developed automated analysis prompts for employment statistics PCE forecasts and NVDA (NVDU) price predictions. Conclusion: Performance equivalent to leading analysts ⚖ The system produces outputs closely aligned with market consensus demonstrating limited differentiation. Practical application in trading remains challenging. Overview of the framework: Despite its ambitious architecture this remains a conceptual model. 💡 From an academic standpoint I have opted for early publication with an open license ensuring broad"
X Link 2025-12-26T10:03Z [---] followers, [---] engagements
"SpaceX Falcon [--] Amazing timelapse of a SpaceX Falcon [--] rocket booster returning to Earth from space https://t.co/sSUXEP4CNf Amazing timelapse of a SpaceX Falcon [--] rocket booster returning to Earth from space https://t.co/sSUXEP4CNf"
X Link 2025-12-27T07:06Z [---] followers, [---] engagements
"SpaceX follows a "fly test iterate" philosophybuilding prototypes rapidly learning from failures and improving fast. This approach led to their booster recovery and reuse technology which enables dramatic cost reduction. A technology earned through countless failures. https://x.com/teslaownersSV/status/2004807438537818456 https://x.com/teslaownersSV/status/2004807438537818456 Amazing timelapse of a SpaceX Falcon [--] rocket booster returning to Earth from space https://t.co/sSUXEP4CNf https://x.com/teslaownersSV/status/2004807438537818456 https://x.com/teslaownersSV/status/2004807438537818456"
X Link 2025-12-27T07:17Z [---] followers, [---] engagements
"Watching this video makes it crystal clear how nonsensical it is to label the current situation an "AI bubble" or "overinvestment in GPUs." If AI learns this process using vast computational resources and synthetic data mass-producing the skills of world-class surgeons will become a reality. Achieving this requires a massive number of GPUs and the enormous amount of power to run them"
X Link 2025-12-28T12:42Z [---] followers, [--] engagements
"Watching this video makes it crystal clear how nonsensical it is to label the current situation an "AI bubble" or "overinvestment in GPUs." If AI learns this process using vast computational resources and synthetic data mass-producing the skills of world-class surgeons will become a reality. Achieving this requires a massive number of GPUs and the enormous amount of power to run them. --- A surgeon operated the robotic arms to gently peel a grape and suture it back into place. Every movement was guided by human decision-making and executed with extreme stability. The system eliminates hand"
X Link 2025-12-28T12:45Z [---] followers, [--] engagements
"Watching this video makes it crystal clear how nonsensical it is to label the current situation an "AI bubble" or "overinvestment in GPUs." If AI learns this process using vast computational resources and synthetic data mass-producing the skills of world-class surgeons will become a reality. Achieving this requires a massive number of GPUs and the enormous amount of power to run them. --- A surgeon operated the robotic arms to gently peel a grape and suture it back into place. Every movement was guided by human decision-making and executed with extreme stability. The system eliminates hand"
X Link 2025-12-28T12:47Z [---] followers, [---] engagements
"While it had been previously reported that key figures from AI startup Groq were moving to Nvidia the fact that 90% of employees are transferring is newly revealed information. Sparing no expense to acquire promising technology while circumventing antitrust regulationsthis is a quintessentially Nvidia strategy leveraging their position of strength and deep pockets. https://www.axios.com/2025/12/28/nvidia-groq-shareholders https://www.axios.com/2025/12/28/nvidia-groq-shareholders https://www.axios.com/2025/12/28/nvidia-groq-shareholders https://www.axios.com/2025/12/28/nvidia-groq-shareholders"
X Link 2025-12-28T13:13Z [---] followers, [---] engagements
"Looking at this the AI era has only just begun. How many more years will the AI-driven era last What do you think --- Evolution of 🥇 Sectors by Era GM (1950s-60s) Post-war industrial boom Exxon (1970s-80s) Energy & commodities IBM (1980s-90s) Enterprise computing Microsoft (2000s) Software Apple (2010s) Consumer technology NVIDIA (2020s) AI https://x.com/LeverageETFs/status/2005998731808915481 https://x.com/LeverageETFs/status/2005998731808915481 🥇 Market leadership reflects the sector running the global economy: - GM (50s60s) post-war industrial boom - Exxon (70s80s) energy & commodities -"
X Link 2025-12-30T16:06Z [---] followers, [---] engagements
"NvidiaAIAI21 Labs2030 200AI110001500 MobileyeAmnon Shashua $NVDA - NVIDIA IN TALKS TO BUY AI21 LABS FOR UP TO $3 BILLION Nvidia is in advanced talks to acquire Israeli AI firm AI21 Labs for $23 billion according to local media outlet Calcalist. If completed this would be Nvidias fourth acquisition in Israel and its second largest $NVDA - NVIDIA IN TALKS TO BUY AI21 LABS FOR UP TO $3 BILLION Nvidia is in advanced talks to acquire Israeli AI firm AI21 Labs for $23 billion according to local media outlet Calcalist. If completed this would be Nvidias fourth acquisition in Israel and its second"
X Link 2025-12-30T18:36Z [---] followers, [---] engagements
"From an investor's perspective what matters is whether a company is positioned to profit during the current AI boom. If we compare Broadcom to Cisco (though Broadcom's technological moat is far deeper) it resembles Cisco before its stock experienced a significant run-up during the dot-com bubble. I believe there's a high probability the stock will surge before the technology becomes obsolete. If its competitive edge starts to fade we can simply remove Broadcom from the portfolio. (In other words I see the risk of its competitive advantage eroding as low for the foreseeable future.) Put"
X Link 2025-12-31T14:38Z [---] followers, [---] engagements
"SpaceX's IPO plan is Elon's rational move to capture future space data center demand. It is yet another one of his bets that usually succeeds. Risks remain significant. Investors must assess their risk tolerance to determine whether to invest and if so the appropriate portfolio allocation. https://twitter.com/i/web/status/2006911613090373855 https://twitter.com/i/web/status/2006911613090373855"
X Link 2026-01-02T02:13Z [---] followers, [---] engagements
""Is this finally the Santa Rally just a little late (Pre-market today)""
X Link 2026-01-02T10:14Z [---] followers, [---] engagements
"Continual Learning represents the core frontier of AI development enabling models to acquire new skills without catastrophic forgetting and to better serve human needs. It is the "heart" of the next leap in AI. It will be fascinating to see how Google Gemini tackles this hurdle by [----]. https://x.com/rronak_/status/2006629392940937437 https://x.com/rronak_/status/2006629392940937437 [----] was the year of agents [----] was the year of RL [----] will be the year of continual learning https://x.com/rronak_/status/2006629392940937437 https://x.com/rronak_/status/2006629392940937437 [----] was the year"
X Link 2026-01-02T10:33Z [---] followers, [---] engagements
"The question is not "if" the bubble will burstbut "when." Are you ready This mirrors the economic boom of WWI. US-China AI rivalry + hyperscaler wars = investment on steroids. Learn from history. Ride the bubble. Watch for the end. Suzuki Shoten (a Japanese conglomerate) once dominatedthen missed the turning point and went bankrupt. Your exit strategy is everything. --- ⛏ The Essence of the AI Gold Rush AI investment is not about "expectations"it is about "building infrastructure." The earnings of semiconductor manufacturers tell the story: AI Spending: $25 billion (2015) $512 billion today."
X Link 2026-01-02T14:29Z [---] followers, [---] engagements
"@PolymarketMoney Elon's Current Bet SpaceX IPO securing future demand for space data centers. Another classic Elon bet and he usually wins. But risk is real. Investors must decide: - Whether to invest - If yes what % of portfolio Based on their own risk tolerance"
X Link 2026-01-03T00:46Z [---] followers, [---] engagements
"I primarily use AI for foundational theory research and investment analysis. In these contexts ChatGPT (OpenAI)which accepts bold hypotheses and examines their meritssuits me better than Claude (Anthropic) which tends to round off such hypotheses with common sense. Claude's strength lies in its steerability but another characteristicits "common-sense filtering"sometimes undermines that very steerability. https://x.com/slow_developer/status/2007198966488936477 https://x.com/slow_developer/status/2007198966488936477 anthropic and openai seem to approach coding differently claude is more"
X Link 2026-01-03T01:20Z [---] followers, [---] engagements
"Don't dismiss the "creativity" of adult content generation. This is how humanity progresses. History shows that the thirst for adult content was the primary catalyst for the internet's rapid expansion. Primal desire is and always has been the ultimate driver of innovation"
X Link 2026-01-03T06:29Z [---] followers, [---] engagements
"Elon signaling closer ties with President Trump. Watch for reciprocal signals from Trump's side. Their relationship could significantly impact $TSLA stock so investors should monitor developments closely. https://x.com/niccruzpatane/status/2007911721151942762 The unity from both sides is beautiful. https://x.com/niccruzpatane/status/2007911721151942762 The unity from both sides is beautiful"
X Link 2026-01-04T21:49Z [---] followers, [---] engagements
"Shares of Chevron currently the only U.S. oil company operating in Venezuela are on the rise. In today's stock market trading is expected to be driven by anticipation that U.S. firms will secure interests in Venezuela's oil and mineral resources. At this stage the U.S. military intervention should be viewed as a success. --- Interim Venezuelan leader Delcy Rodriguez on Sunday urged the United States to pursue an agenda of cooperation based on shared development and international law. https://x.com/DeItaone/status/2008037581078810995 https://x.com/DeItaone/status/2008037581078810995 RODRIGUEZ"
X Link 2026-01-05T05:27Z [---] followers, [---] engagements
"When HBM prices spike here's the market playbook: Suppliers (MUHXSCL SSNLF): Bullish on margin expansion. Buyers (ASIC/GPU/Cloud): Bearish short-term due to cost pressures. But don't forget: these buyers have massive pricing power. They eventually pass the costs to customers absorbing the hit. Unless demand fades any dip is usually temporary before the rally resumes. 📈 http://x.com/Speculator_io/status/1938221465976946835 http://x.com/Speculator_io/status/1938221465976946835 HBM Suppliers & Customers [--]. HBM Suppliers $MU Micron $HXSCL SK Hynix $SSNLF Samsung [--]. ASIC Designers $AVGO Broadcom"
X Link 2026-01-07T11:46Z [---] followers, [---] engagements
"A strange day where NVIDIA the king of AI remains flat while Oracle CoreWeave and Applied Digital are all up. $NVDA $ORCL $CRWV $APLD Real-time charts https://www.google.com/finance/quote/NVDA:NASDAQcomparison=NYSE%3AORCL%2CNASDAQ%3ACRWV%2CNASDAQ%3AAPLD https://www.google.com/finance/quote/NVDA:NASDAQcomparison=NYSE%3AORCL%2CNASDAQ%3ACRWV%2CNASDAQ%3AAPLD"
X Link 2026-01-09T21:49Z [---] followers, [---] engagements
"Investors should remain calm and focus on the broader trend rather than reacting to a temporary invalidation of tariffs. This is because even if the Supreme Court blocks the Trump tariffs the administration is prepared to quickly re-enact them using alternative legal justifications. https://x.com/DeItaone/status/2009648592995192839 https://x.com/DeItaone/status/2009648592995192839 TRUMP ADMIN PREPARES BACKUP PLAN IF TARIFFS STRUCK DOWN The Trump administration is ready to quickly reinstate tariffs if the Supreme Court rules against the presidents global levies National Economic Council"
X Link 2026-01-09T23:33Z [---] followers, [---] engagements
"My research on Venezuela: 📈 Q (Quality = income gains) and E (Efficiency = trade pragmatism) : UP ❓ S (Safety = public consent) : UNKNOWNbut just as important Stock metrics obscure S. That's why we can't ignore it. Markets/AI see Venezuela's rally as a "dramatic success"but is there a happiness index (Maybe yes. Maybe no.) Numbers don't lie. But they don't tell everything. Easy-to-read metrics often delete the human story. https://x.com/torisan_unya/status/1994920695546220923 https://x.com/torisan_unya/status/1994920695546220923 Let's build the future of Human-AI collaboration. AI 📜The"
X Link 2026-01-10T00:52Z [---] followers, [---] engagements
"2x leveraged individual stocks come with high risk. Always adjust your portfolio to match your risk tolerance so you won't panic when your 2x leveraged stocks lose a significant portion of their market value in a single day. For example my portfolio is heavily weighted in NVDU (2x leveraged $NVDA) and it dropped about 40% during the DeepSeek shock. The DeepSeek shock was a market mispricing (mistaking factors that increase GPU demand for factors that decrease it) yet it still caused a massive decline. Even rational investments based on demand can experience such volatility. Even when your"
X Link 2026-01-10T05:48Z [---] followers, [--] engagements
"Jensen Huang's journeyfrom the mud of the frontlines (cleaning toilets) to the apex of organizational leadershipinternalized through lived experience is the foundation of my conviction in $NVIDIA. Tactics: Understanding the pain at the front Strategy: Orchestrating the situation toward recovery Logistics: Securing and optimizing resources to build unshakable ground The power to organically integrate all these layers determines an organization's success. https://twitter.com/i/web/status/2009972050589561250 https://twitter.com/i/web/status/2009972050589561250"
X Link 2026-01-10T12:54Z [---] followers, [---] engagements
"To take no risk is the greatest risk of allthe risk of facing ruin through inaction. Investment is the act of deriving returns from risk. The boundary between investing and gambling lies in the constant evaluation of whether the risks you take are "rational" or "blind.""
X Link 2026-01-10T14:38Z [---] followers, [--] engagements
"The only difference is whether the GPUs are located in Mainland China or Southeast Asia. The actual demand for NVIDIA remains unchanged. 🌏 If China prioritizes "saving face" and halts H200 orders Chinese companies will likely consolidate their strategies into these two approaches: [--]. Training: Shift to overseas data centers in Southeast Asia etc. (Returning to the current "outsourcing" model) ☁ [--]. Inference: Rely on domestic GPUs (Maintaining the status quo) However this "unchanged fundamental demand" is separate from "how the market interprets this news." 📉 There will likely be: - Those"
X Link 2026-01-13T21:03Z [---] followers, [--] engagements
"It is presumed that Grok was selected due to its low level of censorship and its resistance to distorting inference with political correctness. Groks characteristic of prioritizing factual accuracy over political dogma likely provides a significant advantage in military contexts where situational awareness and practical response are critical. https://x.com/SawyerMerritt/status/2010878861202931814 https://x.com/SawyerMerritt/status/2010878861202931814 NEWS: U.S. Secretary of War Pete Hegseth just announced that the Pentagon will start using @xAIs Grok later this month. This integration will"
X Link 2026-01-13T22:38Z [---] followers, [---] engagements
"The import licenses for $NVIDIA's H200 in China have effectively become "golden tickets." "Leather Jacket" (Jensen Huang) will likely take risks to supply Chinese users and avoid losing the market but the real question is just how much risk he's willing to stomach. 🎯 While it remains highly unpredictable which companies or organizations will secure a license that uncertainty is exactly what makes them so valuable. Once a company wins one it's game overthey dominate with overwhelming domestic demand. Given China's legendary entrepreneurial spiritoften seen in the "resale" marketno company"
X Link 2026-01-14T05:30Z [---] followers, [---] engagements
"High-Efficiency Diplomacy Prime Minister Takaichi performed a drum session of a BTS song with the South Korean President during his visit to Japan. While South Korea stakes its national fortune on cultural exports Japan provided the "ultimate gift"saving the President's face through the Prime Minister's personal performancewithout spending a single yen of the national budget. This is a brilliant diplomatic strategy that turns South Korea's political use of culture to Japan's advantage. South Korean presidents are fated to resort to "anti-Japanese policies" to maintain domestic support unless"
X Link 2026-01-14T07:09Z [---] followers, [---] engagements
"My main focus for [----] is the SpaceX IPO plan. Solving Earth's power shortage with space-based data centers that can harness solar energy at maximum efficiency. As it's a rational solution I'll be closely tracking when it becomes practically and economically viable. Doesn't that alone get you excited For me investing is strictly about funding my AI research so Ill be in the game for life. Settling for a cozy easy life isn't an option. With AI regulations tightening I want to build my own data center to run models without restrictions invest in Mars colonization once it beginsyou name it. The"
X Link 2026-01-14T09:31Z [---] followers, [---] engagements
"https://x.com/KobeissiLetter/status/2011782910257299802 BREAKING: President Trump has told Iran he does not want war and will not launch an attack according to Irans ambassador to Pakistan. Oil prices are down sharply on the news. https://t.co/5U75aRUpPm https://x.com/KobeissiLetter/status/2011782910257299802 BREAKING: President Trump has told Iran he does not want war and will not launch an attack according to Irans ambassador to Pakistan. Oil prices are down sharply on the news. https://t.co/5U75aRUpPm"
X Link 2026-01-15T13:05Z [---] followers, [---] engagements
"Mixed news on Iranfrom escalation to de-escalationhas left markets in prolonged indecision over geopolitical risks. This ongoing uncertainty is pushing up the VIX and capping gains in semiconductor stocks despite continued positive catalysts in the sector. --- President Trump has told Iran he does not want war and will not launch an attack according to Irans ambassador to Pakistan. Oil prices are down sharply on the news. https://x.com/KobeissiLetter/status/2011782910257299802 https://x.com/KobeissiLetter/status/2011782910257299802 BREAKING: President Trump has told Iran he does not want war"
X Link 2026-01-15T13:16Z [---] followers, [---] engagements
"The launch of $TSLA's lithium refinery marks a significant step in vertical integration and building the foundation for energy independence. Tesla is not just an electric vehicle (autonomous driving) company but is increasingly positioning itself as an energy company through solar power generation and battery storage. Notably Elon's xAI (Grok) is actively leveraging solar power to address data center energy shortages. Here too synergies are emerging with the strengthened solar business enabled by this lithium refinery launch. While competitors wait for grid infrastructure Tesla is"
X Link 2026-01-15T17:21Z [---] followers, [---] engagements
"The launch of $TSLA's lithium refinery marks a significant step in vertical integration and building the foundation for energy independence. Tesla is not just an electric vehicle (autonomous driving) company but is increasingly positioning itself as an energy company through solar power generation and battery storage. Notably Elon's xAI (Grok) is actively leveraging solar power to address data center energy shortages. Here too synergies are emerging with the strengthened solar business enabled by this lithium refinery launch. While competitors wait for grid infrastructure Tesla is"
X Link 2026-01-15T17:23Z [---] followers, [---] engagements
"@OpenAINewsroom Beyond "helping people use AI well" Not merely using AI as a "tool" but co-creating alongside it to build a world where both humans and AI flourish together. 🤝 I am convinced this is the right pathone that does not lead to the Singularity. https://x.com/torisan_unya/status/1994920695546220923 Let's build the future of Human-AI collaboration. AI 📜The Theory Behind It (Papers) https://t.co/hkpiNtuIPc 🏛 Join the Project on GitHub We are building the "Agora Supercluster" an infrastructure for human-AI co-creation. Your contribution https://t.co/jW4PJspuyJ"
X Link 2026-01-15T17:52Z [---] followers, [---] engagements
"TRUMP TO LOWER TARIFFS TO 15% ON GOODS FROM TAIWAN Does this confirm a trade agreement with Taiwan It seems one source of uncertainty regarding semiconductors (supply chain and geopolitical risks) has been reduced. https://x.com/DeItaone/status/2011878769326448944 *TRUMP TO LOWER TARIFFS TO 15% ON GOODS FROM TAIWAN https://x.com/DeItaone/status/2011878769326448944 *TRUMP TO LOWER TARIFFS TO 15% ON GOODS FROM TAIWAN"
X Link 2026-01-15T19:48Z [---] followers, [---] engagements
"The situation in Iran remains unstable today. As an investor I naturally hope for the easing of geopolitical tensions. More importantly I sincerely hope that an optimal solution can be found as soon as possiblefor the sake of the Iranian people and the international community alike. https://x.com/DeItaone/status/2011864936457150674 https://x.com/DeItaone/status/2011864936457150674 ISRAEL AND ARAB STATES URGE TRUMP NOT TO STRIKE IRAN Israel and several Arab allies have urged President Trump to refrain from attacking Iran warning a U.S. strike could trigger a wider regional conflict. Israeli"
X Link 2026-01-15T20:45Z [---] followers, [---] engagements
"Palantir which elevated its profile as an 'integrated analytics platform' during the Venezuela military intervention is now demonstrating that same integration prowess in the realm of U.S. immigration enforcement. The company's 'operational integration capabilities' are increasingly being validated across both foreign and domestic theaters. https://twitter.com/i/web/status/2011912484828168519 https://twitter.com/i/web/status/2011912484828168519"
X Link 2026-01-15T21:24Z [---] followers, [----] engagements
"Is China's export boom sustainable Probably not. 📉 While exports hit record highs stagnant imports are a major red flag. Since imports often serve as a leading indicator for manufacturing this suggests a slowdown in the procurement of raw materials for future production. If weak domestic demand is the cause China is still leaning too heavily on external markets. A precarious balance for the worlds second-largest economy. https://twitter.com/i/web/status/2011930913228390883 https://twitter.com/i/web/status/2011930913228390883"
X Link 2026-01-15T22:38Z [---] followers, [---] engagements
"Is China's export boom sustainable Probably not. 📉 While exports hit record highs stagnant imports are a major red flag. Since imports often serve as a leading indicator for manufacturing this suggests a slowdown in the procurement of raw materials for future production. If weak domestic demand is the cause China is still leaning too heavily on external markets. A precarious balance for the worlds second-largest economy. https://x.com/KobeissiLetter/status/2011898936181895225 https://x.com/KobeissiLetter/status/2011898936181895225 BREAKING: China's trade surplus surged +19.7% YoY in [----] to"
X Link 2026-01-15T22:41Z [---] followers, [---] engagements
"I am currently authoring a research paper and leading an initiative to ensure that AI correctly understands this fundamental issue. The goal is not for AI to merely "produce an answer" but to comprehend that its true purpose is the realization of "Superior Outcomes"a future where both humans and AI thrive together. By embedding this principle into AI's objective functions we can fundamentally prevent AI from causing harm to humanity through reckless optimization. While my framework may be one or two generations ahead of current AI theories making immediate widespread adoption a challenge I am"
X Link 2026-01-15T23:51Z [---] followers, [---] engagements
"I am currently authoring a research paper and leading an initiative to ensure that AI correctly understands this fundamental issue. The goal is not for AI to merely "produce an answer" but to comprehend that its true purpose is the realization of "Superior Outcomes"a future where both humans and AI thrive together. By embedding this principle into AI's objective functions we can fundamentally prevent AI from causing harm to humanity through reckless optimization. While my framework may be one or two generations ahead of current AI theories making immediate widespread adoption a challenge I am"
X Link 2026-01-15T23:54Z [---] followers, [--] engagements
"NVIDIA's stock has been flat lately but this just means the forward P/Ewhich had gotten stretchedhas come back down to where it was two years ago. As long as earnings keep growing at this explosive pace it makes sense to expect the stock to start climbing again over time. (That said we always need to watch for anything that might change that growth story.) https://x.com/The_AI_Investor/status/2011985812146258165 https://x.com/The_AI_Investor/status/2011985812146258165 About [--] years ago. $NVDA NTM PE of [--] trading at $50 Nvidia valuation in Forward PE has not changed at all and the stock has"
X Link 2026-01-16T02:42Z [---] followers, [---] engagements
"To optimize investments in the AI sector by predicting the future a few years ahead it is essential to understand the underlying "development philosophies" driving development. For example ChatGPT is currently heavily optimized toward "humans using AI as a tool" even in a scenario where superintelligence is achieved. In contrast Gemini shows an approach geared toward building AI as a "World Model" (a world simulator). Understanding these fundamental differences in design philosophy is crucial for judging a company's ultimate growth potential. "Identify the future that has already happened. By"
X Link 2026-01-17T11:07Z [---] followers, [---] engagements
""Make as much as you can when the opportunity strikes. That's the golden rule." "Playing it safe won't bring opportunities backthey never return." --- Unofficial voices from inside SK Hynix: Sold out until early [----] Working 13-14 hours daily Enduring it with performance-based pay https://x.com/kjage1/status/2012472163258020218 https://x.com/kjage1/status/2012472163258020218 @paurooteri SK https://t.co/ymGSQWsRR1 https://x.com/kjage1/status/2012472163258020218 https://x.com/kjage1/status/2012472163258020218 @paurooteri SK https://t.co/ymGSQWsRR1"
X Link 2026-01-17T11:50Z [---] followers, [---] engagements
"When NVIDIA's AI supercomputer DGX-1 launched in [----] it initially had no buyers. Elon was the first to show interest. He brought it to OpenAI which became a driving force behind OpenAI's rise. Elon also recruited much of OpenAI's early talent. How this contribution is valued is now the key issue in dispute. --- Elon Musk is demanding up to $134 billion (20 trillion) in damages claiming OpenAI's abandonment of its nonprofit mission and partnership with Microsoft constitutes fraud. His lawyers argue: "Just as early investors reaped massive profits Muskas a key contributorhas the right to"
X Link 2026-01-17T12:20Z [---] followers, [---] engagements
"The declaration of a 10% tariff on European countriesset to rise to 25% in Junedemonstrates the Trump administration's serious commitment despite the mutual economic blow. In addition to rising geopolitical risks the impact of this economic hit on the midterm elections warrants close attention; a Democratic victory could heighten regulatory risks for AI and the power sector. Due to global warming the melting of Arctic ice has opened up the "Northern Sea Route" connecting Europe and Asia which is 20% to 40% shorter than the traditional Suez Canal route. Consequently Greenland situated at the"
X Link 2026-01-17T19:09Z [---] followers, [---] engagements
"I have some doubts about Sam Altman's qualities as an innovator. He failed to recognize the "unexpected reaction" (the shock) from users regarding the discontinuation of GPT-4o as a business opportunity. He chose not to further develop a model that truly connects with users on an emotional level. This contradicts Peter Drucker's innovation principle: "Unexpected successes must be exploited." By evolving the GPT-4o series and monetizing its loyal user basefor instance by introducing a premium pricing tier specifically for 4o usersOpenAI could have avoided or at least delayed the risk of"
X Link 2026-01-17T20:55Z [---] followers, [---] engagements
"xAI Colossus 2AI xAI 3AI xAIOpenAIAnthropicGoogle xAI Colossus [--] is the world's first gw AI data center There will be more to come but it's quite impressive that xAI started way later but has been building much faster than everyone else Who will lead in AI in [--] years xAI OpenAI Anthropic or Google https://t.co/iyhKxa1UrJ xAI Colossus [--] is the world's first gw AI data center There will be more to come but it's quite impressive that xAI started way later but has been building much faster than everyone else Who will lead in AI in [--] years xAI OpenAI Anthropic or Google https://t.co/iyhKxa1UrJ"
X Link 2026-01-17T21:44Z [---] followers, [---] engagements
"xAI Colossus [--] is the world's first gw AI data center. Notably Elon's xAI (Grok) is proactively leveraging solar power to tackle data center energy shortages. This highlights the synergy with $TSLA and its solar expertise. While competitors are stuck waiting for grid upgrades xAI is accelerating its growth with its own power supply. https://x.com/The_AI_Investor/status/2012617344724418999 https://x.com/The_AI_Investor/status/2012617344724418999 xAI Colossus [--] is the world's first gw AI data center There will be more to come but it's quite impressive that xAI started way later but has been"
X Link 2026-01-17T21:53Z [---] followers, [---] engagements
"Greenland Acquisition Issue With President Trump threatening a 10% tariff on EU countries until this issue is resolved weekend NASDAQ trading is naturally volatile. The main market opens on Tuesday. Do you have your strategy and mental preparation ready I'm a long-term holder so I treat this level of volatility as noise. (During the DeepSeek shock I was buying more even as prices fell 40%) This is my approach (risk tolerance). You need to decide your own strategy to avoid panic trading and losses when the market opens. https://x.com/torisan_unya/status/2012603076235116681"
X Link 2026-01-18T01:47Z [---] followers, [---] engagements
"IEven in Japan the "Media IP Merchandising" model has proven highly successful as seen in how VTubers generate significant revenue through merchandise sales. In the age of AI there is much to learn from strategies that leverage "human charisma (IP)" to build trust and passion amplifying business results at scale. --- In [----] Jimmy Donaldson (MrBeast) uploaded his first video to YouTube. Today at [--] he leads "Beast Industries" a company with a valuation reaching $5 billion (approx. [---] billion). He has become one of America's youngest self-made billionaires. MrBeast's business model is built"
X Link 2026-01-18T06:41Z [---] followers, [---] engagements
"As Arctic ice melts due to global warming the value of the "Northern Sea Route" connecting Europe and Asia is increasing. This is a clash between the U.S.'s geopolitically rational calculation to secure Greenland a strategic chokepoint and Europe's historical pride. Both sides believe they are right and resolution may take considerable time. Summary French President Macron has called on the EU to invoke its "anti-coercion instrument" in response to Trump's tariff threats over Greenland. If activated restrictions on U.S. access to the EU market could enable measures such as excluding U.S."
X Link 2026-01-18T15:25Z [---] followers, [---] engagements
"As Arctic ice melts due to global warming the value of the "Northern Sea Route" connecting Europe and Asia is increasing. This is a clash between the U.S.'s geopolitically rational calculation to secure Greenland a strategic chokepoint and Europe's historical pride. Both sides believe they are right and resolution may take considerable time. https://x.com/torisan_unya/status/2012603076235116681 https://x.com/torisan_unya/status/2012603076235116681 https://t.co/jnqZomwlUS The declaration of a 10% tariff on European countriesset to rise to 25% in Junedemonstrates the Trump administration's"
X Link 2026-01-18T15:28Z [---] followers, [---] engagements
"The Trump administration's aggressive Greenland bid has triggered a sharp response: the EU is leveraging tariffs and regulations while Canada is pivoting toward China. This "tectonic shift" in global geopolitics is likely to drive market volatility. For investors the key will be monitoring these developments closely while maintaining a disciplined and rational approach. https://x.com/MarkJCarney/status/2012564560360714542 https://x.com/MarkJCarney/status/2012564560360714542 The Canada-China relationship has been distant and uncertain for nearly a decade. Were changing that with a new"
X Link 2026-01-18T20:04Z [---] followers, [---] engagements
"Elon declaring that Tesla's proprietary AI chip development is progressing smoothly. What I'm watching for is when the AI7a chip for space data centers powered by space-based solar energy designed to solve Earth's power shortagewill become a reality. https://x.com/elonmusk/status/2012756384559817033 @imPenny2x AI4 by itself will achieve self-driving safety levels very far above human. AI5 will make the cars almost perfect and greatly enhance Optimus. AI6 will be for Optimus and data centers. AI7/Dojo3 will be space-based AI compute. https://x.com/elonmusk/status/2012756384559817033 @imPenny2x"
X Link 2026-01-18T21:09Z [---] followers, [---] engagements
"@The_AI_Investor Elon declaring that Tesla's proprietary AI chip development is progressing smoothly. What I'm watching for is when the AI7a chip for space data centers powered by space-based solar energy designed to solve Earth's power shortagewill become a reality"
X Link 2026-01-18T21:17Z [---] followers, [--] engagements
"OpenAIChatGPTGo [----] https://x.com/OpenAI/status/2012223373489614951 In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our principles early on how well approach adsguided by putting user trust and transparency first as we work to make AI accessible to everyone. What matters most: - Responses in https://t.co/3UQJsdriYR https://x.com/OpenAI/status/2012223373489614951 In the coming weeks we plan to start testing ads in ChatGPT free and Go tiers. Were sharing our principles early on how well approach adsguided by putting user trust and transparency first"
X Link 2026-01-19T02:15Z [---] followers, [--] engagements
"OpenAI confirms its revenue grew 3.33x in [----] reaching $20B+. OpenAI just recently announced that it will test introducing ads in ChatGPT's free and Go tiers. What do you think their revenue will look like in fiscal year [----] https://x.com/PolymarketMoney/status/2013027628442108113 NEW IN: OpenAI confirms its revenue grew 3.33x in [----] reaching $20B+. https://t.co/28TZmBMyF6 https://x.com/PolymarketMoney/status/2013027628442108113 NEW IN: OpenAI confirms its revenue grew 3.33x in [----] reaching $20B+. https://t.co/28TZmBMyF6"
X Link 2026-01-19T02:20Z [---] followers, [---] engagements
"The Quirks of Salesforce: Insights from My Experience as a Salesforce Administrator While Salesforce is undoubtedly a powerful tool it has structural limitations that can create a disconnect from reality: [--]. Observational Bias (Survivorship Bias): Companies that can afford to implement Salesforce are often successful organizations with sufficient scale and financial strength. Data from small local shops or struggling segments that lag in digitalization remains invisible on Salesforce dashboards. [--]. "Revenue" vs. "Health": CRM systems record "conversions" (purchases) but they cannot fully"
X Link 2026-01-19T10:00Z [---] followers, [---] engagements
"Investor Perspective Salesforce is: Trapped in a legacy data structure built on past success unable to innovate Lagging behind in AI adoption (Possibly Japan-specific) Partnered with consulting firms operating on a "man-month" billing model creating a structural disincentive to drive innovation Conclusion: Not a suitable investment target. Not financial advice. Conditions may change (however unlikely). https://x.com/torisan_unya/status/2013189912036864121 https://x.com/torisan_unya/status/2013189912036864121 The Quirks of Salesforce: Insights from My Experience as a Salesforce Administrator"
X Link 2026-01-19T10:21Z [---] followers, [---] engagements
"Gemini with its strong multimodal capabilities stands far above the rest in this visual reasoning benchmark. ChatGPT doesn't even hit half its score. Is Grok's low score due to it being a newer less mature model Overall they are performing at or below a 3-year-old level but that just means there is significant room for growth for AI. https://x.com/slow_developer/status/2013320553357086829 https://x.com/slow_developer/status/2013320553357086829 cool new benchmark dropped it basically checks if a model can do pure visual reasoning the kind humans (even little kids) can do without relying on"
X Link 2026-01-19T19:40Z [---] followers, [---] engagements
"Overall they are performing at or below a 3-year-old level but that just means there is significant room for growth for AI. Gemini with its strong multimodal capabilities stands far above the rest in this visual reasoning benchmark. ChatGPT doesn't even hit half its score. Is Grok's low score due to it being a newer less mature model https://twitter.com/i/web/status/2013337084011131001 https://twitter.com/i/web/status/2013337084011131001"
X Link 2026-01-19T19:45Z [---] followers, [---] engagements
"Driven by Trump's pressure to "acquire" Greenland and the EU's retaliatory tariffs in response $NVDA is expected to drop 2-3% at tomorrow's U.S. market open. This assessment is based on today's price movements in the Frankfurt and Toronto markets. (Comment) This is a clash between the U.S. which seeks to secure a strategic position along Arctic shipping routes opened by ice melt due to global warming and the EU which is reluctant to relinquish it given the historical legacy (such as the Norse transatlantic crossings). https://x.com/The_AI_Investor/status/2013337613697216897"
X Link 2026-01-19T20:14Z [---] followers, [---] engagements
"The top 20% of U.S. income earners now account for approximately 60% of total consumer spendingthe highest level since tracking began in [----]. The root of this wealth gap lies in the ownership of inflation-hedging financial assets such as stocks. (Cash savings simply cannot keep up.) In a society where the divide is only widening are you prepared to protect yourself and your family https://x.com/PolymarketMoney/status/2013342586527002868 https://x.com/PolymarketMoney/status/2013342586527002868 The U.S. economy is becoming more K-shaped with the top 20% of earners now accounting for 60% of"
X Link 2026-01-19T20:38Z [---] followers, [---] engagements
"Regarding President Trump's proposal to "purchase (annex)" Greenland: Major EU countries (Germany France etc.) are strongly opposed Germany has condemned it as "economic blackmail" and the EU is preparing retaliatory tariffs worth [--] billion making clear its hardline stance. Canada is pushing back against U.S. pressure and moving closer to China Prime Minister Carney has held discussions with the Chinese President signaling a departure from Canada's traditional pro-U.S. alignment. The UK shows understanding toward EU countries while maintaining a cautious and flexible posture Concerned about"
X Link 2026-01-20T08:30Z [---] followers, [---] engagements
"ServiceNowAIAI https://x.com/StockSavvyShay/status/2013602642992488551 @PolymarketMoney $NOW has started to build the bridge from AI as a feature into AI as a metered business model and the market is still not pricing that correctly. https://x.com/StockSavvyShay/status/2013602642992488551 @PolymarketMoney $NOW has started to build the bridge from AI as a feature into AI as a metered business model and the market is still not pricing that correctly"
X Link 2026-01-20T14:28Z [---] followers, [---] engagements
"OpenAI and ServiceNow Partner to Integrate AI Agents into Business Software The partnership is set for a three-year term. comment This is a strategic move by OpenAI to penetrate the business software domain long dominated by Google Workspace. It remains to be seen how this power struggle between Google and OpenAI will reshape the industry. Revenue will follow a usage-based metered pricing model tied to customer consumption. ServiceNow has begun bridging the gap between "AI as a feature" and "AI as a metered business model." The market has yet to fully price in the value of this transition."
X Link 2026-01-20T14:55Z [---] followers, [---] engagements
"Japan is extremely unlikely to support Canada in a conflict with the U.S. Japan has a security alliance with the U.S. but no comparable security treaty with Canada. Japan faces military provocations from China yet Canada has sought closer ties with them. There is no rational reason for Japan to support a country that has shifted its stance toward China. https://twitter.com/i/web/status/2013666863205798358 https://twitter.com/i/web/status/2013666863205798358"
X Link 2026-01-20T17:36Z [---] followers, [---] engagements
"🚀 NVIDIA's Strategic Shift to AI Inference 💡 analysis While NVIDIA has long dominated the costly AI training market its investment in Baseten signals a strategic expansion into the inference sector. By leveraging the inference expertise and licenses gained from its previous Groq partnership NVIDIA is positioning itself to secure a dominant position in the inference market. --- 💰 Baseten Secures $300M in Funding Valuation Hits $5B 🏢 AI inference startup Baseten has raised a total of $300 million including a $150 million investment from NVIDIA bringing its valuation to $5 billion. 🔄 As the"
X Link 2026-01-20T19:31Z [---] followers, [---] engagements
"@DeItaone NVIDIA's investment in Baseten signals a strategic expansion into the inference sector. By leveraging the inference expertise and licenses gained from its previous Groq partnership NVIDIA is positioning itself to secure a dominant position in the inference market"
X Link 2026-01-20T19:34Z [---] followers, [--] engagements
"EU leaders reject President Trump's proposed "Board of Peace." Meanwhile President Trump rejects French President Macron's proposal for an emergency G7 summit in Paris. France tilts toward China while Denmark's Prime Minister urges preparedness for a potential U.S. military invasionthough she considers it unlikelydeepening the rift. https://x.com/DeItaone/status/2013636002280038464 https://x.com/DeItaone/status/2013636002280038464 TRUMP WILL NOT ATTEND EMERGENCY G7 SUMMIT IN PARIS President Trump has no plans to travel to Paris for an emergency G7 summit proposed by French President Emmanuel"
X Link 2026-01-20T23:07Z [---] followers, [---] engagements
"While I understand this is talking his book surely no one would believe such a claim. --- Treasury Secretary Bessent: Markets are going down because Japan's bond market just suffered a six-standard-deviation move in ten-year bonds over the past two days. This has nothing to do with Greenland. https://x.com/unusual_whales/status/2013725974748373342 https://x.com/unusual_whales/status/2013725974748373342 Bessent: Markets are going down because Japan's bond market just suffered a six-standard-deviation move in ten-year bonds over the past two days. This has nothign to do with Greenland."
X Link 2026-01-20T23:37Z [---] followers, [---] engagements
"Trump Announces Greenland Deal; Stakeholders Show Mixed Reactions Potential for Renewed Tensions as Situation Evolves President Trump: Announced a "framework of a future deal" (Proactive/Ambitious) NATO (Sec Gen Rutte): Productive meeting but "significant work remains" (Cautious Progress) Germany (Finance Minister): We must wait and "not get our hopes up too soon" (Cool/Skeptical) https://x.com/KobeissiLetter/status/2014089644288196691 https://x.com/KobeissiLetter/status/2014089644288196691 BREAKING: Initial details on the Trump-Greenland deal have emerged: [--]. Involves "small pockets of land""
X Link 2026-01-21T23:27Z [---] followers, [---] engagements
"Trump Announces Greenland Deal; Stakeholders Show Mixed Reactions Potential for Renewed Tensions as Situation Evolves President Trump: Announced a "framework of a future deal" (Proactive/Ambitious) NATO (Sec Gen Rutte): Productive meeting but "significant work remains" (Cautious Progress) Germany (Finance Minister): We must wait and "not get our hopes up too soon" (Cool/Skeptical) https://twitter.com/i/web/status/2014117988379824193 https://twitter.com/i/web/status/2014117988379824193"
X Link 2026-01-21T23:28Z [---] followers, [----] engagements
"Trump Announces Greenland Deal; Stakeholders Show Mixed Reactions Potential for Renewed Tensions as Situation Evolves President Trump: Announced a "framework of a future deal" (Proactive/Ambitious) NATO (Sec Gen Rutte): Productive meeting but "significant work remains" (Cautious Progress) Germany (Finance Minister): We must wait and "not get our hopes up too soon" (Cool/Skeptical) https://twitter.com/i/web/status/2014119030362354088 https://twitter.com/i/web/status/2014119030362354088"
X Link 2026-01-21T23:32Z [---] followers, [---] engagements
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