Zephyr
@zephyr_z9
Tech, AI, Semiconductors, Stocks, Finance. DMs are open
> be Oct 2025, 8:02 AM > fresh wallet drops 80M USDC, shorts BTC, username “MAGA_Insider_420” > Trump tweets “100% CHINA TARIFF” like he’s announcing a steak sale > chart nosedives faster than Mike Saylor’s ego at a shaving salon > he still screaming “buy the dip” from…
This is also a very important point The ROI on rare earths is abysmal compared to the spending required to master it and create an alternate supply (One of the big reasons why investors have stayed away from it)
Most important thing is... the U.S. could spend a minimum of $100 billion over the next decade to rebuild not just its domestic rare earth industry, but also the related power and heavy industrial base... The projected revenue, however, stands only at a mere $1 billion... and…
"It has put multiple Chinese entities on the Entity List and Special Designated National List" Are they talking about the oil sanctions??
too much froth China is showing willingness to negotiate On the other hand, Pentagon/Hegseth are literally buying REE from the open market (doesn't seem like US will back off) I wish I were in Trump's inner circle
So are you taking back this comment? Because "This is going to be a long fight/negotiation, and Trump won't back off" doesn't sound like we're getting a resolution before APEC or anytime soon after that. x.com/zephyr_z9/stat…
It was 3.5 Billion Dollars 💀💀
Andrew Tulloch, "the PyTorch King" is back at Meta He at least got a 2 Billion Dollar bag
Looks like the stockpiles are not enough (@waldmenschen) Now this could mean a lot of things 1) They believe China won't grant any license to a US defense contractor 2) This is going to be a long fight/negotiation, and Trump won't back off
THE PENTAGON HAS LAUNCHED A $1 BILLION BUYING SPREE TO STOCKPILE CRITICAL MINERALS, AIMED AT SECURING SUPPLY CHAINS AMID GROWING GEOPOLITICAL TENSIONS. #BREAKING
China has weaponized REE so many times, yet no one has done anything Even now, the diversification efforts are piss poor, pathetic and dependent on China for equipment (which they export controlled)
Dean is just saving face and projecting confidence, as per Hajnali theory. All of this is transparent bullshit. China had «miscalculated», exposing their intent to weaponize REEs, in 1992, 2010, 2012, 2018, and Q2 2025, You'd have been way better off, had you acted then.
Llama is Dead Long live Llama
there won’t be Llama5. We got fund from Meta to build Viet dataset for Llama5 at the beginning of the year, we received news that it is canceled :)
China’s official justification fwiw. Mentions 50% rule and other US actions as the impetus and tries to draw equivalence with past U.S. controls that touch de minimis and extraterritoriality.
MOFCOM Spokesperson’s Remarks on China’s Recent Economic and Trade Policies and Measures Q: On October 9, the Ministry of Commerce and the General Administration of Customs published an announcement on imposing export control measures on related rare earth items. What are…
They want some relief "Particularly since the China-U.S. economic and trade talks in Madrid in September, the U.S., in just 20 days, has introduced a string of new restrictive measures targeting China. It has put multiple Chinese entities on the Entity List and Special…
🤣🤣🤣🤣🤣
Imagine getting your entire net worth blown out because of some moronic international miscommunication and getting liquidated so hard you can't catch the leg up when things get resolved in 2 days. Lmao.
We will likely get a resolution soon "Particularly since the China-U.S. economic and trade talks in Madrid in September, the U.S., in just 20 days, has introduced a string of new restrictive measures targeting China. It has put multiple Chinese entities on the Entity List and…
MOFCOM Spokesperson’s Remarks on China’s Recent Economic and Trade Policies and Measures Q: On October 9, the Ministry of Commerce and the General Administration of Customs published an announcement on imposing export control measures on related rare earth items. What are…
" U.S. undermined trade talks in Madrid by unfairly imposing additional measures on China after the talks concluded" So it was due to the BIS 50% I expect that the Trump admin will reverse it
*CHINESE FOREIGN MINISTRY ISSUES STATEMENT ON RARE EARTH CONTROLS AND U.S. TRADE WAR - Rare earth export controls are a "legitimate measure" to protect Chinese interests, citing geopolitical instability - Export controls are "not a ban", global civilian supply chains expected…
Andrew Tulloch, "the PyTorch King" is back at Meta He at least got a 2 Billion Dollar bag
BRUH 🤦♂️🤦♂️ Come on dawg 6 fucking gigawatts got canceled
BLM just quietly updated its website to say that one of the largest planned clean energy projects in the world has been cancelled. The Nevada project would have delivered 6.2 GW of power—enough electricity to supply millions of homes.
🤣🤣🤣🤣 Monday will be fun
LOL Django Maxxing
This is why I'm skeptical of SWEbench-maxxing as the new main hill to climb, like MMLU was. KAT-Dev is Qwen 2.5-based. Yes that *was* a very strong base, but come on now, it's nowhere near GLM-4.6 and 74.6% is close to the current frontier. Mere minutiae of post-training finesse.
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