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Since most other spaces won’t have a clue of what’s going on. Come join us and hear about Netanyahu’s political demise.
Perspective
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.
Mr. Bean retweeted
🚨BREAKING: Pakistan Signs $2.25 Billion Deal to Establish Lithium-Ion Battery Manufacturing Plant in Rawalpindi With Chinese Partners.
Mr. Bean retweeted
According to the Iranian government spokesperson, the border between Pakistan and Iran is now open and traffic is flowing.
Mr. Bean retweeted
#SPOTLIGHT: Rights groups warn that expanding settler outposts, displacement and restrictions are placing increasing pressure on Palestinian communities. arab.news/4vqms
Mr. Bean retweeted
BTC bottom is in and the reversal will start in the next 7-10 days.
Anyone waiting for a crash after the midterm election will be sidelined.
Mr. Bean retweeted
Sky News special correspondent Alex Crawford reported from inside Taiz, Yemen's third-largest city, before her team got out as Houthi forces encircled and later fully sealed-off the city.
Her report shows how desperate conditions have become for the residents trapped inside. Incubators are full, vulnerable babies are being turned away, and “all the hospitals in Taiz lack basic medicines and supplies.”
I wonder how many world leaders will talk about this terrorist 👇
CCTV Footage: French man, Kevin T., opened fire, specifically targeting people of colour. At least one person was killed, four seriously injured — including a 12-year-old girl who was shot eight times — and about ten others were wounded.
He told police he wanted to attack 'Black people' and 'Arabs.'
A copy of 'Mein Kampf' was found at his home.
People are right to criticise past Saudi trade restrictions that hit Yemeni food and medicine supplies.
So why is the Axis of Resistance silent on the Houthis siege of Taiz, where ~1 million people face starvation and medical shortages?
Curious what I’m missing.
New @hrw #Yemen report: Amidst the Houthis' siege on #Taiz, the Houthis' demolition of a portion of Hayjat al-Abd further endangers civilians already struggling with severe shortages of food, water, medicine, and fuel, and may amount to a war crime.
hrw.org/news/2026/10/26/yeme…
Key findings from UN Commission of Inquiry:
UN Commission of Inquiry:
"Israel has committed war crimes & the crimes against humanity of extermination, persecution, torture, rape & other forms of sexual violence in the Occupied Palestinian Territory, intentionally targeting Palestinian civilians."
ohchr.org/sites/default/file…
So does that mean Twitter warriors are cool with Pakistan again ?
Just checking so I can prepare for the week.
It goes without saying that during this very high tension time, this is a really big deal.
These are very high level individuals. The Saudi defense minister is not going to casually show up to Tehran unless something is going on.
I'd guess they're gonna talk about:
- Some plan for mediations with the US
- Drawing red lines for if active conflict breaks out again
- The Saudi-Yemeni war
It also goes to show Asim Munir's earlier trip wasn't necessarily a failure as it was depicted in some media outlets last week


































