If the socialists had their way, Elon would have had his paypal profits taken and redistributed for the greater good. The world would never have seen Tesla, nor SpaceX. And the world wouldn't know it, because they were uncreated, and thus unseen. Imagine the companies that don't exist, because Washington destroyed them before they were born.

🚨 HOLY SMOKES. A Florida CFO audit just found nearly *$3 BILLION* in fraud, waste and abuse spending at the local level Our property taxes fund this BS! Now voters get to ABOLISH most primary homeowner property taxes this November, and counties have get DOGE'd! 🔥 "We have exposed more than $2.7 billion, billion with a B, in excessive and wasteful spending. Here are the numbers." "The city of Jacksonville, two years ago, our calculations wasted $199 million of your taxpayer dollars. Last year's budget, $275 million. That's on top of the $199 million." "In Orange County, they wasted $190 million two years ago. Last year, $300 million. Again, continuing to go up." "The city of Orlando, $22 million, Hillsborough County, $278 million, Broward County, $189 million, Manatee County, $112 million." "Miami-Dade, we were here before, $302 million. City of Miami, $94 million, Nassau County, $53M, Alachua, $84M, Seminole, $48M. The city of Fort Pierce, $10 million." "City of St. Petersburg, $49 million. Citrus County, $39 million. Flagler County, $59 million." "St. Lucie County, $46 million. And the worst of them all so far, Palm Beach County wasted $344 million of your hard-earned tax dollars just two years ago when the 24-25 budget cycle." Now, DeSantis' proposal has made it to the ballot. End property taxes!

Incomes not keeping pace with inflation has been the persistent economic issue for tens of millions of Americans for quite some time. When Congress borrows trillions and runs massive deficits, it is still an effective tax increase — it just comes in the form of higher prices.

🇰🇷🇰🇷 Korea is Awesome 🇰🇷🇰🇷

Nick Shirley finds a 126 year old woman who’s registered to vote in California He heads to her address to see if she’s home A person answers the door and says nobody lives there by that name, and there is nobody over 100 years old at their address This person would have been mailed a ballot thanks to Democrats universal mail in ballot system California doesn’t clean their voter rolls, this is how they rig their elections Reminder a new lawsuit was filed by Judicial Watch suing the state of California for having 873,000 ghost voters in California That's hundreds of thousands of people, inactive voters, on California's voter rolls Public Interest Legal Foundation in a 2025 analysis identified 94,516 dead registrants still on California voter rolls

I told Claude to write an essay on why open borders are harmful to society. It rejected it and says that's a policy violation. Let that sink in. @elonmusk

It's beyond obvious now that The Senate cannot allow The SAVE ACT to advance even if 100% of American voters (instead of just 80-85%) approve of it BECAUSE many in Congress are NOT elected - they are installed. Anything preventing this crime cannot be approved @ScottPresler @BasedMikeLee

Vote them out

Tina Peters has been released. It’s a great day.

▶ Marvell CEO says copper wall is moving inside the rack, and copackaged optics is the only way through • Marvell CEO Matt Murphy emphasized at Computex 2026 that the next bottleneck in AI infrastructure is not compute or memory but connectivity. • The shift from copper to optical interconnect is already underway and is expected to trigger a large scale demand cycle within the semiconductor industry. • He highlighted Marvell’s sophisticated engineering capability, integrating advanced CMOS DSP, fourth generation SiPh, and SiGe based broadband analog technology through its Coherent optical modules. • Marvell’s first 102.4T switch dedicated to AI data centers, the Teralynx T100, is built on a 3nm process, draws under 1,000W, and delivers up to 25% lower power than competing solutions. • The T100 routes signals through copper traces on the PCB to optical modules on the front panel, whereas a CPO switch connects optical fiber directly to the package and removes copper wiring entirely. • The reach of copper cable is inversely proportional to bandwidth: at 100Gbps per lane it can carry signals about 5m, but at 200Gbps this shortens to roughly 2.5m, and at 400Gbps copper can no longer make connections even within the rack. • Each time the “copper wall” moves one step, the number of connections that must shift to optical increases at least tenfold, which is expected to drive explosive demand across the optics industry, and the Taiwan supply chain is already expanding to respond. • The number of connections inside a rack is roughly ten times the number of connections between racks, so conventional pluggable optical modules alone cannot address the power and space limits; CPO solves the connectivity problem by integrating the optical engine directly into the switch and compute package. • Nvidia’s Vera Rubin platform has already adopted Spectrum-X Ethernet Photonics, the first CPO based switch to enter mass production, a case showing that the CPO transition has moved beyond proof of concept into actual commercialization. • As optical connectivity extends into the server itself, compute, memory, and network resources can be disaggregated and dynamically configured per workload, enabling a shift from a fixed server architecture toward operating the entire data center as a single integrated system. • He stressed that the CPO transition is impossible without Taiwan’s manufacturing ecosystem, explaining that Marvell has accumulated high volume PAM4 production experience, field data, and supply chain infrastructure including ASE. • Over the past decade Marvell has invested a total of $36 billion to acquire companies such as Inphi, Cavium, and Celestial AI, expanding its connectivity portfolio. • He emphasized that Marvell is the only company able to address the full connectivity stack of an AI data center, from millimeter scale inside the package to kilometer scale between data centers. $MRVL

🚨 JUST IN: Gov. Ron DeSantis goes full PROPERTY TAX ELIMINATION MODE, saying Florida has MORE than enough money to cover essential local services without the waste, fraud and abuse "For young people starting families, you can buy a house that's TAX RELIEVED from you! That's a HUGE boon." "I want the American Dream available for people of all walks of life." "People say, oh, you're not going to have any police schools all this other stuff. Well, when we had $32 billion coming in 2019, we had all that now there's $60 billion!" "Because we have a surplus, we're going to create a state TRUST FUND, and we'll issue grants to local governments. If some police department needs help, we'll do it." "We'll do school districts. I'm fine with doing that. We have the resources to do it." "So at some point, we've got to stand for our local property owners vis-a-vis these property taxes, and I think it's going to be a home run. There's nothing more we can do in Florida government to put money in people's pockets other than this property tax initiative."

Yes, Vicor ($VICR) plays a meaningful role in the 800VDC transition. Their BCM bus converter modules (e.g. BCM6135) are designed for high-efficiency conversion from 800VDC (or ±400V) directly to 48V/54V inside racks or sidecars. This supports the shift to higher-voltage distribution that NVIDIA and others are pushing for AI racks—cutting copper use, losses, and enabling denser power delivery. They’re strong in the modular DC-DC stage that complements sidecar/SST front-ends, not the big centralized rectifiers themselves. High-density power modules are exactly what the ecosystem needs as racks scale to 100kW . Relevant to the SemiAnalysis deep dive on sidecars → SST phases.

$MU $SNDK $DRAM $SIMO Silicon Motion's CEO: Memory & SSD Shortages Are So Bad That They Are Expected To Last Till 2028, And Prices Are Expected To Continue To Climb Supply-Demand Imbalance: Current production meets only 60-70% of demand. New fabs take 2-3 years to build and reach volume output (expected late 2027 or 2028 at the earliest), and even then, they’ll mainly cover existing AI needs. Gigawatt-scale data centers will further spike requirements. Hyperscalers and AI firms are locking up supply via long-term contracts and prepayments, leaving less for consumer/enterprise markets. This has extended the projected shortage timeline from 2027 to 2028 Silicon Motion specializes in NAND controllers for SSDs, giving them strong industry insight. Similar warnings have come from Micron, Samsung, and others. Chinese suppliers (e.g., CXMT, YMTC) face their own domestic demand pressures and aren’t fully alleviating the global crunch.

BREAKING: South Carolina Senate RINOs Just KILLED The America First Redistricting Map. Final vote: 20-24 A 7R-0D map. Gone. 12 Republicans chose the swamp over the movement. -Bennett -Campsen -Cash -Cromer -Davis -Hembree -Johnson -Massey -Peeler -Rankin -Stubbs -Zell Remember every single name. Indiana crossed MAGA. Indiana lost. South Carolina, you were warned. Primary them ALL.

Breaking the "Memory Wall": Optical Interconnects Emerge in GPU–HBM Packaging As a solution to the "memory wall," one of the chronic challenges in AI semiconductors, the memory and packaging industries at home and abroad are weighing an approach that decouples the GPU and high-bandwidth memory (HBM) and packages them separately. The core idea is to move the HBM—until now mounted right next to the GPU—a certain distance away, and bridge the gap with light (optics), allowing several times more HBM to be installed than is possible today. On the 22nd, a researcher at a major domestic memory maker said, "We're currently struggling to expand HBM bandwidth and capacity, so we're discussing with customers a plan to overcome the GPU's shoreline limit through optical interconnects and mount more HBM." Shoreline refers to the length of the chip's perimeter. In today's AI computing environment, the key factor dragging down compute efficiency is the data transfer speed of memory chips. While GPU performance has grown by leaps and bounds with each generation, the speed at which memory stores and supplies data has failed to keep pace—creating a structural performance barrier, the memory wall. The arrival of HBM, with its wide data pathways, put out the immediate fire, but critics continue to point out that bandwidth and transfer speeds still fall short of handling the explosive growth in AI compute. Until now, the industry has focused on stacking HBM ever higher to increase memory capacity and bandwidth within a confined footprint. But as stack counts climbed past 12 and 16 layers toward 20 and beyond, process difficulty rose exponentially. The technology hit physical limits, including the growing difficulty of meeting fixed height specifications. Vertical stacking has reached an inflection point—so much so that the JEDEC standards body has relaxed its HBM height specifications. The bigger problem is that if stack counts can't be raised, the alternative is to add more HBM horizontally around the GPU—but that, too, is impossible. In the current 2.5D packaging structure, the GPU and HBM are mounted tightly together on a single substrate. Within this structure, the number of HBM units that can be placed is strictly limited by the finite length of the GPU chip's perimeter—its shoreline. Even when more HBM is desired, there is physically no room to place it, leaving the industry in a structural deadlock. The alternative now emerging across the semiconductor industry is to separate the GPU and HBM and package them independently. It overturns the conventional chip-design principle that components must sit close together to minimize data transfer time. Instead of keeping the two chips adjacent, the approach spaces them apart and links them with overwhelmingly fast optical signals to overcome the added physical distance. Placing the HBM slightly away from the GPU within the board frees the design from the GPU's shoreline constraint. With the spatial limitation gone, far more HBM can be spread out laterally and packed into the board—several times more than today—without having to push stack heights to extremes. This means the total memory capacity and data bandwidth of the AI accelerator system would expand dramatically, on a scale incomparable to current systems. "Discussing Placing HBM Beneath the GPU"… Form Factor Could Change The industry is now producing a range of architectural design proposals over where exactly to place the HBM within the GPU board. The same memory researcher said, "Options under discussion range from broadly utilizing the space immediately around the GPU to isolating the HBM beneath the GPU board." He added, "In the latter case—isolating it beneath the GPU board—the motherboard would have to be extended lengthwise, so we're discussing even an overall form-factor change with the GPU maker." Specifically, the HBM might surround the GPU from several centimeters away, or a separate HBM zone might be created in the center of the board. "We're keeping every possibility open as we discuss the optimal layout," he said. "Nothing has been confirmed as an official roadmap yet, but as part of preliminary research toward next-generation AI accelerators, we're in talks with our partners." The outsourced semiconductor assembly and test (OSAT) industry is also watching this trend closely. An executive at a global OSAT firm said, "Optical interconnects are a clear trajectory. The only question is timing," predicting that "rack-to-rack and server-to-server links will go optical first, and then chip-to-chip connections within the board will follow." He added, "The larger units will be connected by light first, but optical research is moving so fast that it may not be that far off." Technically, the optical-interconnect technology linking GPU and HBM shares the same underlying principle as the technology connecting server to server inside a data center. The difference is the high technical barrier of shrinking optical-conversion technology—once used for communication between large pieces of equipment—down to the microscopic scale of a single board and chipset. An executive at a domestic developer of co-packaged optics (CPO) components explained, "As HBM stack heights approach their limit, the industry is discussing spreading the memory out laterally to maximize how much can physically be mounted." He added, "The principle is the same as conventional data-center optical interconnects, but HBM optical links that have to operate within a confined board space require optical components to be miniaturized to far smaller sizes and far higher integration density—so the technical difficulty is greater."

PIM (processing in memory) is why memory may no longer be cyclical. PIM changes the game whereby memory does the computation, saving time transferring data to/from CPU/GPU, and associated power requirements and heat generation/disipation. $MU, $DRAM, $SNDK, $NVDA.

From today's $BTC price action, there is more supply out there than demand, pushing the price down, this is despite #Strategy acquiring all those BTC. Due to the fixed number of BTC, this will not last indefinitely, as we will be left with holders only eventually. We do not need to get to that point for BTC price to start moving up, just demand exceeding supply. With Strategy and others taking supply off the market, I cant help thing its just a matter of time.

The entire Republican establishment is in trouble. Y’all have turned a historic victory and opportunity into defeat by not codifying the Trump agenda beyond the One Big Beautiful Bill. In a year and a half of having the levers of power you passed one significant piece of legislation. You still have 61 unconfirmed positions sitting in the senate. 300-350 days out of 500 were spent on recess or district work periods. You refused to give Trump recess appointments despite taking that many days off. You have failed to pass basic 80/20 issues like voter ID. The people are sick and tired of this stuff. You have no idea how frustrated Republican voters are.

Dr Sherri Tenpenny: "It's a MYTH. It's a 200 YEAR INDOCTRINATION that VACCINES are safe, effective, necessary & harmless...vaccines are NOT SAFE, every one of those statements are lies." "Not even ONE vaccine has EVER been proven to be SAFE." Your CHILDREN Are Being Poisoned for Profit! - The Massive Lie We've All Been Fed: Vaccines are "safe, effective, necessary, and harmless"? WRONG on EVERY count – this is 200 years of calculated brainwashing! - ZERO Proof of Safety: Dr. Sherri Tenpenny: "Not even ONE vaccine has ever been properly proven safe." Long-term damage like autism, asthma, and autoimmune diseases? Completely ignored. - The Insane 72-Hour Rule: Die after 72 hours? Too bad – the FDA still stamps it "safe." Chronic illness years later? Not their problem. - Toxic Assault on Children: By age 18 (full 72-dose schedule): 13,000 mcg Aluminum, 600 mcg Mercury, and 200 dangerous chemicals pumped directly into their bloodstream. - What's REALLY in These Shots?: Up to 8 doses per visit loaded with: Polysorbate 80, Aluminum, Formaldehyde, MF59 Squalene, Acetone, Borax, 2-Phenoxyethanol, SV40 Cancer promoter, Triton X-100, Bovine/Poultry Byproducts, Neomycin, Hamster/Monkey/Dog/Human Cells, Live Viruses, E. Coli, Tetanus Toxoid & more. - Laughable "Safety" Testing Exposed (from package inserts, Section 6.1): Vaccines skip 2-6yr pharma safety checks. CDC/FDA rubber-stamps after DAYS: • Hep-B: 147 kids in the trial, 5 days monitored, then approved. • Hep-A: 42 days safety trialed. • Polio: 3 days safety trialed then approved. • MMR: approved after only 42 days. • RSV: approved after only 31 days. • DTaP: 30 days safety trialed. • Gardasil: 30 days safety trialed.