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Joined February 2019
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EarthProtective retweeted
I’m blown away by what Jensen of Nvidia just said $NVDA
EarthProtective retweeted
Hyperscalers confirming capex and beating earnings ✅
Neoclouds are still necessary and able to get financing ✅
Anthropic S-1 turns out to be in pretty good shape i.e. fastest growing company ever ✅
SK Hynix absolutely crushes earnings and confirms memory shortage beyond 2030 ✅
The AI collapse of October was pure market fuckery. Tomorrow we will get more confirmation. 👀🚀
EarthProtective retweeted
So what you are also saying is that 75 civilian men and boys were killed every day in conflict zones in 2025.
25 women and girls.
That’s how many were killed 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮 in conflict zones in 2025.
#Peace must mean safety for women and girls.
🔗 More on the @UN Secretary-General's report on #WomenPeaceSecurity: unwomen.org/en/news-stories/…
#ForAllWomenAndGirls
Readers added context they thought people might want to know
According to the same UN report, women and girls accounted for one in four of over 37,000 civilian deaths in 2025. Men and boys were the remaining three-quarters. The report notes men are still likelier to be killed.
unwomen.org/en/articles/fa…
EarthProtective retweeted
A weird way of saying men make up 75% of civilians killed in conflict.
25 women and girls.
That’s how many were killed 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮 in conflict zones in 2025.
#Peace must mean safety for women and girls.
🔗 More on the @UN Secretary-General's report on #WomenPeaceSecurity: unwomen.org/en/news-stories/…
#ForAllWomenAndGirls
Readers added context they thought people might want to know
According to the same UN report, women and girls accounted for one in four of over 37,000 civilian deaths in 2025. Men and boys were the remaining three-quarters. The report notes men are still likelier to be killed.
unwomen.org/en/articles/fa…
EarthProtective retweeted
$NVDA
A higher low is being formed
This pullback makes me more confident that NVDA sees 🎯 250 to 🎯 265 before the end of the year
I know what you’re thinking, your eyes see down and tells your brain bad bad bad
How it actually works is you need a higher low to get higher highs 😘
EarthProtective retweeted
$NVDA
YOU’RE NOT BULLISH ENOUGH 😘
up 6 points since this post
The road to 🎯$256 has begun!!! 👀👀👀
Not financial advice!
$NVDA
A higher low is being formed
This pullback makes me more confident that NVDA sees 🎯 250 to 🎯 265 before the end of the year
I know what you’re thinking, your eyes see down and tells your brain bad bad bad
How it actually works is you need a higher low to get higher highs 😘
EarthProtective retweeted
Revenue per GPU can increase as token prices decline if per GPU token throughput increases enough.
So both Anthropic revenue *and* margins can go up as token prices go down *if* GPU prices go up less than the product of (token price decline * per GPU throughput increase).
But I have super enjoyed all the commentary to the contrary!
EarthProtective retweeted
Brains were indeed broken.
Gavin Baker says the Anthropic S-1 will break a lot of investors' brains
"The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized."
"Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing."
"These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire."
"They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone."
"It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
EarthProtective retweeted
Most surprising line in the S-1:
“Anthropic's revenue from Fortune 500 customers paying $100K+ a year averaged under 0.1% of those customers' total expenses in the September 2026 quarter. Over half the Fortune 500 is in that group.”
Absolutely wild given ~$75b in revenue.
EarthProtective retweeted
In simple terms: Anthropic is already generating significant revenue even though its biggest corporate customers are still spending only a tiny fraction of their budgets on Claude — suggesting lots of room to grow within existing customers.
EarthProtective retweeted
You know what's really insulting about this? It's the standard across the board for victim stats.
Women, the minority.
Men and boys the overwhelming majority.
And on any channel of the UN does it mention men and boys being the majority?
NO
Does it mention them at all?
NO
25 women and girls.
That’s how many were killed 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮 in conflict zones in 2025.
#Peace must mean safety for women and girls.
🔗 More on the @UN Secretary-General's report on #WomenPeaceSecurity: unwomen.org/en/news-stories/…
#ForAllWomenAndGirls
Readers added context they thought people might want to know
According to the same UN report, women and girls accounted for one in four of over 37,000 civilian deaths in 2025. Men and boys were the remaining three-quarters. The report notes men are still likelier to be killed.
unwomen.org/en/articles/fa…
EarthProtective retweeted
Young men are more likely to say having a family is a top priority, and more and more high school girls are saying they don’t want to have children in the future. On a different note, young men are automatically signed up now for selective service (the draft). I believe all of the young women who say they never want to have children should be automatically signed up for the draft, too. That’s at least a little step towards fairness, no?
EarthProtective retweeted
RELATIONSHIP EXPERTS on internet :
When rashmika When deepika was
loves Vijay more seeing other men,
& defends him while dating ranveer
EarthProtective retweeted
$NVDA will invest $3 billion in $META's equity offering.
Meta plans to increase deployments of NVIDIA Vera Rubin systems and Vera CPUs, along with Spectrum-X networking and BlueField-4, to support its next-generation AI agents.
The companies are also exploring collaboration on AI agent security and monitoring.
Meanwhile, Meta has increased its common stock offering to $25 billion from $22.5 billion, bringing its current offerings to $37.5 billion, with another potential $60 billion share sale program planned for 2027.
EarthProtective retweeted
NVIDIA and @Meta will expand our partnership on @Muse models to improve inference and training performance.
Together, we’re exploring NVIDIA OpenShell for safe AI agent deployment and NVIDIA Sentry for monitoring agent behavior.
Meta plans broader deployments of NVIDIA Vera Rubin and Vera CPUs.
Read the press release: nvda.ws/4zVYmDY
EarthProtective retweeted
… and 3 in 4 civilians killed were boys and men, who are completely ignored and devalued by the UN. Of course we want to protect girls and women in conflict zones, but this post almost comes off as a joke.
25 women and girls.
That’s how many were killed 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮 in conflict zones in 2025.
#Peace must mean safety for women and girls.
🔗 More on the @UN Secretary-General's report on #WomenPeaceSecurity: unwomen.org/en/news-stories/…
#ForAllWomenAndGirls
Readers added context they thought people might want to know
According to the same UN report, women and girls accounted for one in four of over 37,000 civilian deaths in 2025. Men and boys were the remaining three-quarters. The report notes men are still likelier to be killed.
unwomen.org/en/articles/fa…
EarthProtective retweeted
And who are the remaining 3/4?
25 women and girls.
That’s how many were killed 𝙚𝙫𝙚𝙧𝙮 𝙙𝙖𝙮 in conflict zones in 2025.
#Peace must mean safety for women and girls.
🔗 More on the @UN Secretary-General's report on #WomenPeaceSecurity: unwomen.org/en/news-stories/…
#ForAllWomenAndGirls
Readers added context they thought people might want to know
According to the same UN report, women and girls accounted for one in four of over 37,000 civilian deaths in 2025. Men and boys were the remaining three-quarters. The report notes men are still likelier to be killed.
unwomen.org/en/articles/fa…
EarthProtective retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
xitter.cf/AnthropicAI/status/211…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
