Would be nicer not to have to do that, but that probably won't change because profit is profit

Spending about 10 minutes each day filtering the "For You" page—using "hide post" and hiding/muting/blocking AI accounts—keeps the feed pretty good

Huge implications for global power dynamics if China can eventually go from silicon metal > EUV > fab > chip design

In the span of a week, China already took a big step toward solving the entire semiconductor supply chain Timelines for this were always seen as under 10 years, maybe even 5

It's a universal writing system, but not simply a spoken language written down. Strange stuff

One doesn't need to speak Han Chinese to understand the meaning — the characters convey the same ideas regardless of spoken language, with no dialectal variation

A key insight about Chinese character writing is that being non-phonetic is a deliberate feature and fundamentally inherent

It's recently become apparent that recognition of Chinese characters is much higher than the ability to read them aloud. Some of that recognition came from time spent reading chemistry papers and

This makes sense and feels so strange—they're just symbols, yet spoken Chinese is the most common way those symbols are vocalized?

"Buy now, pay later" is driving more purchases, and AI-driven traffic to retail sites is increasing through the season

2025 holiday spending expected to exceed $250 billion Spending in 2025 is projected at about $253.4 billion, with nearly $140 billion already spent in November

Shoppers are using iPhones to ask Google what to buy on Amazon $AMZN $GOOGL $AAPL

weird bashing from people online about that author like just don't buy the bio/pharma stocks lmamao they are so much more volatile and entirely different set of risk factors than everything else that author

If a trade is taken because of something read and it starts moving against the position, responsibility lies with the trader, not the writer

People need to know who or what they're reading Traders, investors, analysts, writers—some are short-term, some long-term, some degens, conservative, perma bull, etc

Uncertain timing has softened the push toward full immersion; AVP Air launching next year could be a useful signal of acceleration. When the shift finally accelerates, expect a period of fat beta and outsized

The pivot back to smart glasses reads like a small step backward: useful as a bridge to VR, but AAPL and META initially pushed full-immersion headsets (AVP, Quest, etc.) because those companies view full

On the inevitable metaverse trade—whether many years away or whenever a bit more real-world clarity arrives—there probably won't be those once-in-a-lifetime x100k wins on a disruptive newcomer; it will

Kioxia agreeing to an LTA with Apple right before spot prices shot up is a bit ironic Apple is extremely good at managing DRAM and NAND exposure

In short, certain chips are in a crisis-level shortage; almost every producer has gone parabolic from the price surge, except Kioxia