The good news for the country is that Democrats can stop pretending to care about the Epstein case and his victims now. That charade can finally end. Congratulations to Democrats. Many people thought that you couldn't top the Russia hoax, but you proved them wrong. There was a lot of great acting over the past 18 months. Shout out to CNN too. After spending the Biden years ridiculing anyone who even mentioned the name Epstein, you guys jumped in and fully committed. Over a year of not missing an hour of insinuating that Trump is a pedophile. Very impressive. It's not easy to ignore real news every single day to instead push a DNC hoax, but you pulled it off. Hats off to Thomas Massie and Ro Khanna too. With your dozens of joint TV appearances you both surely convinced some people that you cared about "justice for the survivors." Well done. Mission accomplished.

I hooked Jev up to fly's brain and forced her to doomscroll the news. Every bad headline makes her worse. Good news gives her a little relief, but once her stress hits 100, she falls onto her back and starts convulsing faster and faster. The news keeps coming.

My old high school English teacher walked across America this year. He wanted to find out if the news was telling the truth. Mr. Hashimoto is 71. He taught English in Tokyo for 38 years. Every spring, some kid in the back row asked him the same question. "Sensei, what are Americans really like?" Every spring, he gave the same answer. "I don't know. I've never met one." For 38 years, he taught a country he had never seen. When he retired, he started watching American news every night. Shouting. Anger. A country that looked like it hated itself. One night, he turned off the TV and told his wife, "I don't believe it. I'm going to go see." She packed him three months of pickled plums and one sentence: "If the news is right, come home. If it's wrong, come home anyway." In March, he started walking from Los Angeles. A backpack. A small cart. A notebook. In October, he reached the Atlantic. 214 days. 2,814 miles. 13 states. He counted everything. People who stopped to offer him a ride: 1,206. People who asked if he was lost: "All of them." Families who gave him a bed: 37. Pastors who prayed for him: 22. He didn't understand the words. He understood. Dogs that followed him for more than a mile: 4. One of them, for forty. People who were rude to him: 3. One came back an hour later with a sandwich. In the Arizona desert, gallon jugs of water started appearing by the road. On every one, in marker: "HASHIMOTO :)" He never found out who left them. Truckers put him on the CB radio. "Little Japanese fella, westbound shoulder. Give him a honk." For three weeks, America honked at him. He crossed Texas in nine days. Every Texan he met told him that didn't count. In Kansas, the dog that followed him for forty miles belonged to a farmer. The farmer drove up the highway to get it back. Then he put Mr. Hashimoto in his truck and drove him forty miles back to where the dog had found him. "You walk every mile," he said. "Otherwise it don't count." In Missouri, he almost quit. Rain for six days. His feet were bleeding. That night, in a cheap motel, the TV was shouting again. He looked up flights home. At 7 a.m., somebody knocked. It was a woman he had passed on the road the day before. She was holding a paper bag. Inside were six pairs of wool socks and a note: "Saw your feet. Don't you dare quit. — A Missouri mom" He wore those socks all the way to the ocean. In Ohio, a high school football team was in the middle of August practice. The coach saw him on the road and blew the whistle. Fifty boys in full pads walked one mile down the highway with a 71-year-old stranger. In 90 degrees. When they turned back, the coach told them, "Boys, that's what tough looks like." And in Indiana, at a gas station, at night, a girl named Kaylee asked him a question. She was thirteen. She was buying milk for her little brother. "Mister," she said. "My dad says the country's falling apart. Do you think we're still good people?" He didn't have the English to answer her. So he said, "I will tell you at the ocean." She wrote her address in his notebook. In October, at sunrise, on a beach in New York, he sat in the sand and wrote her a postcard. "Dear Kaylee, You asked me if Americans are still good. I am at the ocean now. Here is my answer. In Arizona, strangers left water for a man they would never meet. In Missouri, a mother I did not know would not let me quit. In Kansas, a man drove eighty miles so I would not skip forty. In Ohio, fifty boys walked through the heat with an old man for no reason at all. And in your town, a thirteen-year-old girl was worried about whether her country was still good. That is how I know it is. Bad people do not worry about that. Yes, Kaylee. Yes. Hashimoto" Two weeks ago, a letter came back from Indiana. "My dad read your postcard. He didn't say anything. He just put it on the fridge. He's been nicer to everybody. — Kaylee P.S. You walked all of Texas. Don't let them tell you different." Last week, his old school invited him to speak to the students. A boy in the back row raised his hand. "Sensei, what are Americans really like?" For the first time in 38 years, he knew. "They are people who worry about whether they are still good," he said. "And then they go bring a stranger socks." So, America. The news shows you from the sky. He saw you from the shoulder of the road. If you've been asking yourself Kaylee's question lately, late at night, when the news is loud — The fact that you're asking is the answer.

Just a random thought, maybe someone can do a startup to solve this: Interesting trend I’m seeing is human-recognized content farm spam sites like “Ad Hoc News”. Flooding tens of old/repeated misleading AI news every day on specific companies for views. But it’s treated highly + fresh to AI retrieval. So LLMs like Gemini get polluted citing that data. Then you have people without technical backgrounds like college students making writeups on things they don’t understand, using AI. Then LLMs get polluted in training/retrieval with that too, so you see people conflating the wrong technical nuance like comparing single channels of a cw dfb laser array vs. single high power lasers outputs. So you have a feedback loop of low tier AI feeding into frontier AI. With model retrieval getting contaminated.

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.