DC POWER UPGRADE FUD: Market weakness begets fear and shortens investor duration, hence tendency to question pie in the sky technology stories. Power transition to 800V seeing some negative press and power names e.g., DELTA $2308; ROHM $6963; $485A; passives in general -- impacted

TESLA FAIL I have been trying to get my recalled @teslaenergy Powerwalls replaced since June (short version of the story). My replacement appointment has finally been set for…wait for it… October 14, 2026 👎 I still have to pay Tesla every month for a product I can’t use and now I have to pay PG&E because my Powerwalls are deactivated. This is costing me thousands of dollars. I love Tesla and Tesla products but this is a major fail and should be addressed.

Meet Amazon's e-cargo bike in D.C.: a four-wheeled, battery-powered delivery solution complete with rear cameras, regenerative braking, and automatic parking brakes. 🚲⚡ The e-cargo bikes can fit in bike lanes and carry a secure rear cargo hold full of packages. They also have covered seating and windshield wipers for the delivery associates riding them. You may have already seen our e-cargo bikes in New York City. They can navigate streets and make stops where full-size vans aren't always practical thanks to tight streets, heavy traffic, and limited parking. Washington, D.C. is now the latest U.S. city to put them to the test.

$XFAB (photonics + power semis) is an interesting long idea at $1.28B MC, that I took positions in. Given EU CHIPS act 2 is today as the catalyst for European photonics players. > 800 VDC power semi exposure to $NVDA push through $NVTS + $POWI > Silicon Photonics / CPO exposure with $NVDA as evaluation stage for high volume manufacturing (optical transceivers/switches) > The only high-volume SiC foundry in the US. > One of the critical MEMS foundries > ~1.29 P/B, which was around what $SOI was sitting at when I went long. Depressed valuations due to legacy drag > ~6.5-8.5 fwd p/e 2028 personal est. > backstopped by Government: - EU CHIPS act, $128M Euros - US CHIPS act $50M PMT (department of commerce). With likely more coming (just signals critical importance to Western supply chains). So at a certain point with all the grants, they’re just getting the capex funded by the Governments. EU CHIPS act 2 is coming out this week, and I’m gonna go ahead and guess $XFAB might get included given they were before, and this package is specifically targeting photonics. ~$1.3B MC seems compelling to me if it can pull a Soitec reversal (low p/b, very high growth segments, auto legacy drag). As for the $NVDA silicon photonics relationships it’s under “photonixFAB”. Markets probably missed this silicon photonics relationship (like $TSEM when I went long) with Nvidia since XFab leads this… Just under a different name. For power semis, XFAB is named for SiC + $NVTS. In PCN-22181, $POWI explicitly names XFAB as its foundry.  Given its exposure to power semis and photonics as growth, low P/B, gov backstop (of course dyor, just sharing my personal thoughts) Thought it personally seemed compelling.

If you serve as an EMNLP (i.e., ARR May) Area Chair, you may receive results from an automatic check for AI-generated fake citations, powered by GPTZero. It seems that automatically checking for fake citations is becoming standard practice at AI conferences. I am not sure whether this trend will have a positive or negative impact. For example, if a paper was only recently accepted to a conference and someone cites the conference name in the reference, could it be mistakenly flagged as AI-generated? I am somewhat worried about false positives like this.

.@Cybertruck, Tesla Powershare Gateway & Tesla Universal Wall Connector can now participate in PG&E's residential Vehicle‑to‑Everything (V2X) program Powershare Grid Support lets you power your home in an outage & earn money by selling power back to the electric grid during grid events

⛓That's an O҉R҉D҉E҉R҉. Show me your power.⛓ So Makima is first to go 👀❤ How you like it? It was a surprise that she suits me, I wasn't expecting that! I love Chaisaw Man manga and wait for an anime as well. And you, guys? #マキマ# #chainsawman# #makimacosplay#