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McLean, VA
Joined March 2015
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South Korean Foreign Minister Cho Hyun will visit China on November 13-14 and meet Chinese Foreign Minister Wang Yi ahead of the APEC summit, a spokesperson at Seoul's foreign ministry said Thursday.
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Rule will be hard to”implement” Or it will be implemented but China will have no use for them
COMMERCE DEPARTMENT IS FINALIZING A RULE TO BLOCK CHINESE AI FIRMS FROM REMOTELY ACCESSING ADVANCED AI CHIPS THROUGH DATA CENTERS ABROAD: THE INFORMATION
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You could just take out Larry Ellison
COMMERCE DEPARTMENT IS FINALIZING A RULE TO BLOCK CHINESE AI FIRMS FROM REMOTELY ACCESSING ADVANCED AI CHIPS THROUGH DATA CENTERS ABROAD: THE INFORMATION
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Notice how all the model capabilities people are awing at are really just tool integrations?
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No real algorithmic innovations… Just more data, tool calls, and compute (brute force)
Notice how all the model capabilities people are awing at are really just tool integrations?
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BREAKING: 🇯🇵 Japan PPI came in at 7.1%. Expectations: 6.5%
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👀 interesting timing…
Wild rumor coming out of China this morning on DeepSeek V5: DeepSeek is reportedly already pretraining V5 as a ~2 Trillion parameter ultra-sparse MoE model. And instead of training on NVIDIA GPUs, they are reportedly running the V5 pretraining run on Huawei's new Ascend 950 / 950DT chips with a team of Huawei kernel engineers physically working inside DeepSeek's offices to keep the cluster humming. If DeepSeek pulls off a 2-trillion-parameter frontier run natively on Ascend 950 silicon, that changes the entire AI hardware story.
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Yep was known and okayed by DS
3 years ago. There were signs...
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Let’s get there.,. Hopefully then rally.. then I have no idea what happens
$145-150 then rally
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Maybe capital goes into $ANT first and then they rally $NVDA?
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after $CRWV CEO, $CAT CEO and larry's flip flop at $ORCL, $NVDA board is now accelerating selling too a three decade long standing board member cut their ownership stake by 20% since june things you see right on the verge of AGI
$CRWV, then $CAT and now $ORCL AI infra CEOs dumping discretionarily, heavily and quickly right on the verge of AGI, the era of abundance, in which money doesn't matter anymore
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Would be interesting … let’s see
Chance is 80% now $NVDA
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😊 retweeted
$META Meta’s Infrastructure Chief Is Leaving Amid Massive AI Buildout TI
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😊 retweeted
"AT&T has consumed all of the supply of U.S.-made cable in the U.S. alongside the data centers. ... So that's why we're not anticipating this huge increase because BEAD is finally available." $CLFD seekingalpha.com/article/496…
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$ASTS Vodacom, South Africa's largest mobile operator with ~46M subscribers in a ~117M-SIM market, is targeting a direct-to-cell launch by end-2027 with AST SpaceMobile as the "more than likely" partner, said Vodacom CEO techcentral.co.za/vodacom-sa…
🚨 South African specialty outlet confirms: Vodacom targeting 2027 satellite roll-out with $ASTS! 🛰️🇿🇦 South African business and telecom outlet Hakuna Matata Media highlights a major strategic move for the continent: 🎯 The prime partner: According to the South African news outlet, AST SpaceMobile is the most likely technology partner for this deployment, building on a partnership active since 2020. 📈 2027 timeline: Vodacom plans to introduce direct-to-cell service by the end of 2027 to extend coverage beyond terrestrial networks, bypassing infrastructure limits, fibre cuts, and high tower construction costs in South Africa. ⚙️ Technical scope: CEO Shameel Joosub confirms further testing is required before commercial deployment and that the service will not support legacy 2G/3G phones, targeting modern smartphones directly. #ASTS #Vodacom #SouthAfrica #D2D #Telecom
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People simply do not get that when CEOs make vastly more income on selling shares that IS the job - to dump onto investors. You make, say, $5M running the company vs $700M pressing “Sell” hire else would you describe the job? $CRWV longs can’t complain! They endorse it!
“I canceled my 10b5”
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Don't forget that around $70 billion will be needed to be freed up for the Anthropic IPO, over the next week or so
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