Buddhist Saint Nichiren is Saved From Execution By UFO...🧐🤔 According to Nichiren's own account, he was sentenced to exile but was brought to Tatsunukuchi beach in Shichirigahama for execution. According to some traditional accounts, the execution was stopped at the final moment as "a brilliant orb as bright as the moon" arced over the execution grounds, terrifying Nichiren's executioners. (For context, Nichiren was an extremely important figure in both the history of Japanese Buddhism and the Japanese nation as a whole) I was reading "Wonders in the Sky," Jacques Vallee's collection of historical accounts of anomalous/UFO-type phenomena and came across this event. I thought some people might find it interesting. Highly recommend the book btw! 500 different historical UFO events, complete with primary sources in many cases.

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ReStory: Chill Electronics Repairs sold 300,000 copies in its first week, but tinyBuild has now canceled 649 game keys. “just buy games on Steam. If a deal looks too good to be true, it’s probably not true.” According to tinyBuild CEO Alex Nichiporchik, most of the revoked keys were confirmed to have been sold through shady key-reseller websites. “If you bought the game off shady reseller websites and lost access, contact said shady reseller website,” He also said that tinyBuild has dealt with this problem before, in 2016, the publisher said key resellers had cost it around $450,000. tinyBuild has identified the source of the leak and will no longer work with that part of its distribution network.

Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030. - $CRWV signs contracts for 6Y old $NVDA A100 GPUs through 2029. For Neoclouds like Nebius/Iren, this is positive, since it's a counterargument for eg. Burry depreciation short thesis - conventional DRAM gross margins eg. Micron is estimated to reach an unprecedented 95% by 2027, surpassing HBM GMs per UBS read through for legacy/standard dram players like Nanya/Winbond should go brrrr if projections are correct. - Anthropic reportedly achieved 14x+ YoY growth and roughly 2.4x sequential revenue growth q2 to >$11.5B,. estimating growth to $190–200B in 2028r evenue numbers. Your frontier labs keep growing at stupidly fast paces, it would be worrisome if they didnt. - $NVDA reportedly in talks to invest $3B in SB Energy (Softbank subsidiary), creates a >$500B compute financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and others. $NVDA Feynman reportedly moves to TSMC A16 + SoIC + custom HBM + CPO in H2 2028 Just more nvidia news every day - $MSFT Maia 300 discussed $TSM capacity for >300k units in 2027, with expansion to 1m+. Unveils as soon as September. Likely $MRVL should be more happy from this news. For what's happening right now: - maybe GUC for Microsoft current ASIC ramp. - For the Amazon party, stuff like Alchip (I do own shares), likely is ramping now with $AMZN ASIC program H2 2026... So might be a good idea to look at hyperscaler ASIC ramp timelines + their beneficiaries. - $TSM VP of Advanced Packaging stated "the industry is likely to face not only memory shortages but also tight ABF substrate supply over the next few years"... Emphasis on few years for memory + ABF substrates for bottlenecks. Even upstream abf substrate equipment providers are happy, eg. Eternal Precision which uses vacuum lamination equipment stated orders surged, their plants have been running at full capacity, and 20%+ price hikes. - $AMAT expects advanced packaging revenue to grow >70% in 2026, versus prior >50%, and said customer discussions now extend all the way to 2030 (not too familiar with this company, but found their growth rate from 2025 Q4 $6.8B ->$7.01B -> 7.91B -> $9.12B -> $10.25B Q4 2026 projections pretty interesting) - Google said at OCP APAC said conventional 48V is running out of headroom. $NVDA detailed an 800VDC MGX-compatible rack H2 2026 (timeline, Delta / Lite-On beneficaries) - Aside from $SNDK, Nanya LTAs cover 50% of capacity. CXMT signed multi-year DRAM agreements last month, so entire memory industry seems to be following same playbook as ur big 3. - Probe cards remain a bottleneck, MPI(6223) said their probe card capacity remains fully utilized because demand exceeds supply. Already covered the CW laser bottleneck with $AAOI, $SIVE, and $LITE earlier this week, but that's another fun one. - some MLCC/component lead times have hit 36 weeks per Nichidenbo. Your Samsung Electro-Mechanics, Taiyo Yuden, Murata, players should be very happy to hear this. TLDR: AI supply chains go brrr.

Some updates on bottleneck timelines: - ABF substrates: 1 year / eg. Ajinomoto (2802) for ABF film, Ibiden, Unimicron, Nan Ya PCB, etc make the substrates - HDI Boards: Over 6 months / Victory Giant (300476), Zhen Ding (4958), Unimicron, Compeq (2313), Meiko (6787) - Multilayer boards: ~6 months / Victory Giant, WUS (002463), $TTMI, Gold Circuit Electronics (2368), - CCL: Over 6 months (severe shortages of materials) / Elite Material (2383), Shengyi (600183), TUC (6274), ITEQ (6213), Nan Ya Plastics (1303), Resonac (4004) Mitsui Kinzoku (5706) / HVLP copper foil. Nittobo / glass fiber/cloth - MLCCs, chip resistors, tantalum capacitors, aluminum electrolytic capacitors: 15-20 weeks to 1 year+ MLCC: Murata (6981), Samsung Electro-Mechanics, TDK (6762), Taiyo Yuden (6976), Yageo (2327), Walsin (2492) Chip Resistors: Yageo, Walsin, KOA (6999), Rohm (6963) and $VSH Tantalum capacitors: Kyocera/AVX, Yageo/KEMET, $VSH again Aluminum electrolytic capacitors: Nippon Chemi-Con (6997) Nichicon (6996) | Timelines sourced from Digitimes, did the honors of adding in related companies. But it's slightly more nuanced since MLCCs and others mix. in commodity types vs. AI DCs. Regardless, just some helpful mapping.

Nicki Minaj writes every bar herself, and on 10/10 she's live at the 𝕏 Takeover, Tesla Giga Texas 👑🖊️ "When you listen to Chun-Li, when you listen to Coco Chanel, when you listen to Good Form, these records are written entirely by me. These records are not even a chorus given to me." — @NICKIMINAJ 🎥 @HOT97 with Funk Flex

Nicki Minaj doesn't argue with the internet. She talks to you face to face, and on 10/10 she's doing it live at the 𝕏 Takeover, Tesla Giga Texas 👑 Ebro: "What's your response to the people who have that critique?" Nicki: "Where are they? Are they in here?" Ebro: "No, they're on the internet." Nicki: "Well then call them and let's talk. I'll talk to them personally. I don't talk to the internet." 🎥 @AppleMusic with Ebro Darden (2024)