Fatih (@fkinsf) profile picture

Fatih

@fkinsf

doing tech and investing things

Joined October 2015
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Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)Photo by Fatih (@fkinsf)
Mistral just open-sourced a text-to-speech model that beats ElevenLabs. 3 GB of RAM. Runs locally. Free. The thing people were paying per-word for last year runs on your laptop now.
Image from George Pu (@TheGeorgePu)
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So mfers still shorting complex and even after this came out, ministerial meeting early next week, CEOs in DC, when US & allied nations agree to effective price floors. Companies like $MP & $TMC implied share price of $105, trading at $7, down from $10 in just a few days after a lie of an article. Wild. The Short Squeeze is going to be epic next week .@MPMaterials $USAR $UAMY $LAC $CRML
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research_twit_bot (@researchtwitbo1) profile pictureresearch_twit_bot
@researchtwitbo1Jan 30
So @Reuters basically lied. This whole ministerial meeting next week is apparently going to be about implementing effective price floors through co-ordinated tariffs with Allies. @MPMaterials $MP $TMC $USAR $UAMY $CRML @zerohedge
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So @Reuters basically lied. This whole ministerial meeting next week is apparently going to be about implementing effective price floors through co-ordinated tariffs with Allies. @MPMaterials $MP $TMC $USAR $UAMY $CRML @zerohedge
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This is the conservative contained value of $TMC nodules. Copper futures traded as high as $20,000 a ton for June & December contracts. When Copper spot gets there, that's another $100bn in value, making this a $2 TRILLION resource. $MP $USAR $UAMY $CRML $TMQ $LAC @themetalsco
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The Metals Company (@themetalsco) profile pictureThe Metals Company
@themetalscoJan 30
Our CFO Craig Shesky caught up yesterday with Justin at @BlazeCapital where they discussed the transformative potential of $TMC's 1.6 billion tonne resource for the United States. As Craig noted, one billion tonnes of nodules could supply hundreds of years' worth of U.S. consumption for manganese, cobalt and nickel. Watch the full interview: youtube.com/watch?v=SgnG0GY-… #deepseamining
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Korea Zinc CEO couldn't mention $TMC in presentation at Atlantic Council (he's restricted by Quiet Period rules). His session focused on copper, 1 of 4 key TMC metals & he explicitly said U.S. should look to mining partners. Korea Zinc's ONLY mining partner is TMC $USAR $MP $LAC
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While people are focused on NOAA public comments, $TMC CEO & Korea Zinc CEO (who just recently got a $2bn investment from the U.S. Government) are making rounds in D.C. Pretty sure he is now linking TMC to their point people for TMC's deal $USAR $CRML $UAMY $MP bloomberg.com/news/articles/…
US to Invest $1.6 Billion In USA Rare Earth: Financial Times

US to Invest $1.6 Billion In USA Rare Earth: Financial Times

The Trump administration is planning to invest $1.6 billion into USA Rare Earth, the Financial Times reported, citing unidentified people familiar with the matter.

bloomberg.com
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$TMC shorts best cover. @WhiteHouse's eyes & ears at NOAA says "there will be companies pulling deep-sea nodules out of the ocean and bringing them to the U.S." They issue the permit. Only public company with pending permits? TMC. Still doubt TMC next deal? $USAR $MP $LAC $CRML
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Fatih retweeted
Lin (@Speculator_io) profile picture
Lin
@Speculator_ioJan 22
This is the kind of market where you simply buy what the president tells you to: Rare Earths $CRML Critical Metals $TMC The Metals Company $USAR USA Rare Earth Defense $SKYT SkyWater Technology $KTOS Kratos $KRMN Karman $AMTM Amentum AI Infrastructure $GOOGL Google $NUAI New Era $NBIS Nebius $IREN IREN $HUT Hut 8 Critical Minerals $TMQ Trilogy Metals $UUUU Energy Fuels $UAMY United States Antimony Energy $BE Bloom Energy $GEV GE Vernova $PWR Quanta Services Chips $TSM TSMC $INTC Intel $NVDA NVIDIA $AMD AMD Memory $SNDK Sandisk $MU Micron $STX Seagate $WDC Western Digital Space $RKLB Rocket Lab $ASTS AST SpaceMobile $PL Planet Labs $FLY Firefly Aerospace $RDW Redwire Drones $ONDS Ondas $UMAC Unusual Machines $RCAT Red Cat Nuclear $LEU Centrus Energy $CCJ Cameco $OKLO Oklo $BWXT BWX Technologies Autonomous Vehicles $TSLA Tesla $AEVA Aeva Technologies Robotics $SERV Serve Robotics $AMZN Amazon $ARBE Arbe Robotics Batteries $TE T1 Energy $EOSE Eos Energy Enterprises $ELVA Electrovaya $FLNC Fluence Energy
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$TMC This deep sea mining metals company is setting up in a massive daily base The metals theme has been incredibly strong This name hasn't fully broke out of its base yet.. but when it does it can make a massive move Tight inside day on Friday.. break over $10 is the spot
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$TMC looking to hold above 6.22 today. Normal volume around 4.5 mil so far. Looking for heavy volume to end the day. Normal dip for anyone holding for a squeeze.
Daniel Jackson (@Danieljackson94) profile pictureDaniel Jackson@Danieljackson9428 Nov 2025
$TMC beat the resistance Closing around $6.94 👏 Monday the shorts will try to regain control but I imagine it going more like today. I wonder how many covered.
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Don't forget, $TMC isn't just Copper, Nickel, Manganese and Cobalt. With Korea Zinc's hyrdomet flowsheet, all of these REE could be recoverable too.
Rare Earth Elements that are recoverable from Polymetallic nodules from the Clarion Clipperton Zone.

ALT Rare Earth Elements that are recoverable from Polymetallic nodules from the Clarion Clipperton Zone.

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.@WhiteHouse .@RapidResponse47 Why is rule executing President's April 24th EO on Deep Sea Mining, streamlining permitting for it, taking this long? It's waiting on White House's OIRA review to be published in the Federal Register. China isn't waiting... reginfo.gov/public/do/eoDeta…
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.@AirCanada bravo on the worst customer service I’ve ever experienced from an airline due to a canceled flight. If you’d like to make it right, have someone reach out to me. As of now, it’s been utter trash.
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.@isaacjohnsoniv @TDECU @Plaid .@PlaidSupport figure out your Verify system at TDECU! They switched to Plaid Verify & since then clients have been having access problems. 3 weeks+ with no access to my business banking! Has to be longest banking outage in US History @TheNCUA
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A story of major organizational dysfunction: I rented a car through Uber, where an Uber valet is supposed to drop off and pick up your rental vehicle. They delivered the vehicle as promised and I thought what an amazing way to rent a car. But then time came to return it 1/2
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It has now been over 48 hours since my rental ended. The Uber valet simply didn’t show up to pick the vehicle up. After 6 in app messages went unanswered in 24 hours, I wrote the executives (CEO & SVP). Over 50 email opens later, still not solved, car is out on the street @dkhos
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.@Waymo why does it take hours to get a confirmation that we can come pick up a phone of ours that was left in one of your cars? This is kind of ridiculous at this point. When we’ve forgotten something in an @Uber, it’s taken 2 hours at most. You guys have now passed 12 hours!!!
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Replying to @KaseyaCorp
@KaseyaCorp’s #hack case in point for what happens when profits put ahead of security. Kaseya refused integration of #cybersecurity #iam #mfa products like @saaspass into #authentication process after acquiring AuthAnvil. Despite multiple customers asking them, they refused 1/2
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While this may not have had anything to do with the cause of the #breach, a management that refuses to support open standards, to benefit their own products, is also likely to skip over fixes that may be deemed to be too expensive
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Ironically @solarwinds didn’t care to add more options for #mfa #2fa access, because they already had @KaseyaCorp’s #AuthAnvil product integrated as it was the most commonly used by #MSP and #MSSP customers
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