There's a bubble, there is a bubble ;)

Is the fiduciary responsibility of a company to its shareholders or to politicians?

BREAKING: China made 5nm chips without EUV. Let that sink in. No ASML. No Nikon. Just brute-force DUV, clever engineering, and sheer industrial will. Moore’s Law didn’t die. It moved to Shanghai.

This wasn’t supposed to happen. Washington said: “Cut off ASML, and China’s fabs will stagnate.” Instead, China pulled off the most complex DUV node ever fabricated. With no help. 3/12

At this point, every SMIC chip that ships is a middle finger to the embargo. They were supposed to collapse. Instead they leveled up. 6/12

If the tariffs on China continue at this level w will we see a $2T hit to economic activity in our country, the failure of tens of thousands of American businesses, and the laying off of millions of employees.

Just WOW!

South Sudan has a roller coaster 🎢 economy.

Our failure to keep up in energy is probably our greatest competitive and security risk.

Introducing Qwen3! We release and open-weight Qwen3, our latest large language models, including 2 MoE models and 6 dense models, ranging from 0.6B to 235B. Our flagship model, Qwen3-235B-A22B, achieves competitive results in benchmark evaluations of coding, math, general

THE 1,000,000X BOOST AI will become a million times more powerful during the Trump presidency. People find this hard to believe. Let’s break it down. AI models are improving at a rate of about 3-4x per year. One can see this in the performance evaluations, the capabilities,

Dangote projects $30bn revenue by 2026, up from $4bn, driven by refinery operations, fertiliser exports, and trade shifts. Refinery, fertiliser plants, and U.S. tariffs shape strategic outlook. birrmetrics.com/dangote-eyes-3…

At #GoogleIO, we shared how decades of AI research have now become reality.  From a total reimagining of Search to Agent Mode, Veo 3 and more, Gemini season will be the most exciting era of AI yet.  Some highlights 🧵

JUST IN: Michael Saylor's 'Strategy' currently has a $22.7 billion unrealized profit on its Bitcoin investment.

No one has ever lost money buying Bitcoin.

JUST IN: $111,000 Bitcoin

15 years ago today, Laszlo Hanyecz paid 10,000 Bitcoin for two Papa John's pizzas. Today, 10,000 $BTC is worth over $1,100,000,000.

BYD sold more electric vehicles in Europe than Tesla for the first time, overtaking the American brand that’s long led the continent’s EV segment bloomberg.com/news/articles/…

Anthropic researchers: “Even if AI progress completely stalls today and we don’t reach AGI… the current systems are already capable of automating ALL white-collar jobs within the next 5 five years” It’s over.

50% of S&P 500 companies now mention AI on earnings calls vs near-zero just a few years ago. 11/20