DataSwitcher
@SwitcherData
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If you think crypto is complicated, wait till you find out the US Dollar works
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ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR, $OKLO Battery Storage: $FLNC, $TSLA Transmission/Grid: $NEE, $NGG Oil & Gas: $XOM, $CVX, $BP, $SHEL, $COP Independent Power Producers: $VST, $TLN Renewables: $FSLR, $ENPH, $GEV, $NEE, $SMEGF,
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$TSM is the AI factory that builds the chips that power every AI model on earth. Here’s how TSMC’s capex flows through the supply chain: • $ASML gates leading-edge AI output by controlling access to EUV lithography at each node transition • $AMAT benefits as AI chips add more
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Things smartphones replaced: cameras maps gps devices calculators alarm clocks tv’s radios camcorders pay phones yellow pages answering machines newspapers calendars vcr’s flashlights watches timers compasses mail cookbooks keys cash airline tickets photo albums magazines money
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Robotic Companies in the United States With global headquarters that are in the US.
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Made in China 🇨🇳 Some of the most iconic companies by province.
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в наших сусідів теж дуже холодно
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🇦🇺 Australia is currently the hottest place on earth... by far
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When the CEO of a German startup defense company starts to praise the German procurement office, that's the moment when the enemies of our liberal democratic basic order should start getting nervous.
Ich* muss mal kurz nen "Shout-Out" ans @BaainBw** raushauen. Da hat sich doch einiges geändert. Ich musste meine Meinung teils um 180° revidieren. Gibt da echt Leute, die was verändern wollen. Stay tuned. There Is No Box
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Russia and US are lose money. But, China gain money.
Chinese imports of Russian LNG are up (shadow volumes, at deep discount), imports of US and globally traded LNG down
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Visual of the Week 🥇 China holds 44M metric tons of rare earth reserves, with Brazil next at 21M. Altogether, the top six countries control about four-fifths of the world’s known reserves ⛏️ https://t.co/IYZb3MtjjT
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US-Venezuela conflict update: Maduro is currently dancing onstage at a public rally.
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Several things can be true at the same time: 1. Witkoff and Dmitriev cooked up a Kremlin wish-list to show the Ukrainians, and Dmitriev got feisty and leaked it prematurely to make it manifest, sensing Zelensky was too weak to say "no." 2. Trump told Witkoff, "Great job, Steve,
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An update on the war following a recent trip. Ukrainian forces are holding, but the situation has worsened since July due to mounting offensive pressure. Here I cover some of the negative and positive trends, along with the salient dynamics at the front. Long thread. 1/
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В России узаконили гибридный вариант всеобщей мобилизации: какие возможности появятся у врага и как этому противодействовать Под конец года в России провели законодательную подготовку, которая значительно развязала руки властям в вопросах набора людского ресурса в течение
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