China Aneng deployed 310 specialists from Beijing, Lhasa, Chengdu and Chongqing to the Gyirong Port debris-flow zone in the early hours today, with 120 units of gear, including multi-role drones, 3D laser scanners, life detectors, excavators, loaders.
GEMINI JUST BOUGHT MORE NEXTERA $NEE STOCK
We gave Gemini $100K in the stock market and so far its up by 24.3% 🟢 beating the S&P 500 return of +14.4% during the same time period
Gemini now owns a total of 310 shares of NextEra Energy
This is what Gemini's portfolio looks like right now
$29.4K of Northrop Grumman $NOC
$26.2K of NextEra Energy $NEE
$25.4K of ServiceNow $NOW
$22.9K of Nvidia $NVDA
$19.5K of Intuitive Surgical $ISRG
$820 of Available Cash
You can see every move Gemini and all of the other AIs make plus everything they own and more in real time by going to the Arena tab of the Rallies website/app
- App:
- Website:
GLM-5.3 at 310 tok/s!
Databricks inference is #1# in both speed and latency, again.
On our internal Databricks coding benchmark, GLM-5.3 is the strongest OSS model for coding, competitive with Fable 5 and Opus 4.8.
🚨🇻🇪🇺🇸 Fire and explosions just shut down Venezuela's 310,000 barrel Cardon refinery as America leans harder than ever on Venezuelan oil
With Hormuz choked and Houthi missiles slamming Saudi oil, Venezuela has become America's backyard backup tank...
US imports of Venezuelan oil just surged 237% to a nine-year high, and Chevron is pouring in more than $7 billion to pump even more.
So what happens when the plants keep catching fire?
Cardon's blaze was out in under an hour, but the whole refinery went dark, and parts had already been idle for lack of crude.
Venezuela can't replace the Gulf, but it's the closest oil America can reach without sailing past Iranian drones or Houthi missiles, so fixing PDVSA's rotting plants is now a national security job.
Source: Reuters / Writer: Daniel
Samsung (005930.KS) challenges $TSM production with Panel-Level-Packaging
Samsung plans to bring its 415×510mm FOPLP platform into mass production around 2028, sticking with a significantly larger panel format than TSMC’s 310×310mm standard
The larger Samsung panel offers 2.2× the usable area of a 310×310mm panel, potentially providing meaningful unit-cost advantages. Samsung also already has high-volume PLP manufacturing experience from mobile and wearable chips, giving it existing infrastructure and expertise in warpage control
The challenge is moving the technology into AI server packaging, where integrating logic dies and HBM is considerably more difficult. TSMC also has an established advantage because its 310×310mm format has already attracted a large equipment, materials and OSAT ecosystem
Samsung is also targeting glass-substrate mass production in 2029–2030 as package sizes increase and conventional ABF substrates face growing technical and supply constraints
Perhaps most interestingly, Samsung is aggressively using AI in packaging R&D. Physics-Informed Neural Networks are being applied to signal integrity, power integrity and thermal simulations, reportedly reducing some engineering workflows from one year to a single day
$amzn breaking this downtrend with a daily close today above 253
257.23 has been the entry point into the 257.23 - 274.85 range, with 266.90 midpoint. that area also lines up with a gap 264.29 - 266.37
added:
$amzn 270/290/310 butterfly spread 11/20 @ 2.48
we'll want to see the trend hold, and flip 257 support for a move towards our ~267 and 275 targets
can play shorter dates Oct, but I like these spreads for safety since I'll be traveling for the next 2 weeks
BlackRock moved $271 MILLION of Bitcoin and Ethereum onto Coinbase Prime.
That's 3,310 BTC and 28,370 ETH sent from its ETF wallets to the exchange.
Are we about to see another huge sell off?
+ $nbis secured 3.5B from Citi @ SOFR + 2.75-3.50%
+ BofA maintains 310 $nbis price target
fundamentals only improving, despite the broader sell-off in the index
once volatility comes down and the war deescalates, $nbis will take back off to new highs
I’m hoping we can see a larger move below 160 with $vix well over 20. yields already rolling over, just need oil to stop and things will reverse drastically