Wisdom and Intelligence.
My contentious thesis. The AI investment cycle last until 2031.
SK Hynix’s latest results reinforce that conviction.
The world’s second-largest memory chipmaker announced plans to return an additional $45 billion to shareholders after operating profit surged sevenfold, underscoring the strength of AI-driven chip demand.
SK Hynix expects shortages of memory critical to Nvidia’s accelerators to persist through at least 2030. With conventional and high-bandwidth AI memory sold out through 2029, executives plan substantial investment in new capacity.
September-quarter operating profit reached 83.3 trillion won ($62.5 billion), beating forecasts by more than 7%. Those earnings and the order book behind them point to a cycle with years left to run.
This is worth investigating.
@SecKennedy
Thank you @StateDept
texnbob retweeted
This is why we have the Second Amendment. Compare this to France.
“Don’t make me shoot you.”
Because I will.
"I will NOT abide a communist nor a moose limb United States of America, and I will take up arms and fight to the death to prevent both from ever happening here."
I'm a combat veteran who fought for this country for two decades.
Deployed seven times, five times to Iraq, once to Afghanistan, was awarded six combat awards, three for valor.
Have lost more friends downrange than I can count on both hands.
I will NOT abide a communist nor a moose limb United States of America, and I will take up arms and fight to the death to prevent both from ever happening here.
And there are many like me.
FAFO.
texnbob retweeted
I’m in line to early vote. Deep red state. The line is longer than it was for the last presidential election.
A good sign?
I hope.
This will speed up air travel.
Israel solved a big problem.
It's hard to beat Israeli technology!
TEL AVIV, Israel - The Israelis are developing an airport security device that eliminates the privacy concerns that come with full-body scanners.
It's an armoured booth you step into that will not X-ray you, but will detonate any explosive device you may have on your person.
Israel sees this as a win-win situation for everyone, with none of this crap about racial profiling.
It will also eliminate the costs of long and expensive trials.
You're in the airport terminal and you hear a muffled explosion. Shortly thereafter, an announcement:
"Attention to all standby passengers,
El Al is pleased to announce a seat available on flight 670 to London.
Shalom!
Fed Summary.
SUMMARY OF FED DECISION (10/28/2026):
1. Fed leaves interest rates unchanged after September hike
2. Rate pause was a 10-2 decision with Cook and Hammack dissenting in favor of a rate hike
3. Fed says economic activity is "expanding at a strong pace"
4. Fed says inflation "remains elevated" and seeks more information
5. Fed notes that "geopolitical developments" are contributing to uncertainty
6. The Fed reasserts that "The Committee will deliver price stability"
"Higher for longer" continues at the Fed.
It is a disease now.
An epidemic spreading like wildfire amongst the malcontents.
Going to have to eradicate it.
When you have the need for speed Model S Plaid.
