Saad @rhapsaadic

Hamawy served as a combat surgeon in Iraq, which we invaded based on lies told by Ari Fleischer. Hamawy told me yesterday that on heavy days of battle he’d operate on as many as 30-40 American servicemembers, triaging where he had to. Ari bears significant responsibility for every single one of those maimed men and women that Hamawy worked to save. Now to have the balls to link him to Al Qaeda is not remotely the most shameful thing he’s done in his life, but it has to be in the top ten.

Ari Fleischer @AriFleischer

18 hours ago

He travelled to Bosnia where he volunteered for an Al Qaeda offshoot. Congress would be within its rights not to seat him. Our enemies should have no expectation they can infiltrate us from within.

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@RafaelNegronX @mattpocockuk before adding the tetris piece, update container to cleanly accept the tetris piece

@blakeir viral bc of what if scenarios like this that blow up in group chat. a tiny backcourt with AI and FVV drawing lots of controversy

Finalllllly. Took half my morning but I just went 82-0, think you can go 82-0? 82-0.com/share?id=FuqFZ… #NBA #82and0

A Israeli student at Mechinat Lod, a military preparatory program: "Most of us here are guys whose views are extreme right. It's death to Arabs, across the board. For me, a five-year-old Arab child is the terrorist of 20 years from now. Every Arab."

Prices for computing equipment continue to rise. SD and memory will likely rise 30% quarter over quarter... again. The worst news is SK Hynix’s chairman warning that supply bottlenecks could persist through 2030. That's quite miserable.

A few days ago, my family made a decision that no family should ever have to make. We packed a small bag with our most important documents and agreed to carry it with us wherever we go. Not because we are planning a trip, but because we have learned that in Gaza, life can change in five minutes. Our home was already destroyed in the war. Now we live in a rented apartment, and yet even this temporary shelter no longer feels permanent. The recent escalation in airstrikes and the growing number of homes being destroyed minutes after warnings are issued have brought back a feeling we know too well: The feeling that nothing is certain. Not where you will sleep tonight, not whether you will return home, not whether the place you call home will still exist tomorrow. I sometimes think about how absurd this transformation has been. Once, we had a large house and a garden, today the most important things we own fit inside a single backpack. Identification cards. Passports. Certificates. A few papers proving who we are. Sometimes I look at that bag and wonder how an entire life became so light. As if years of memories, celebrations, losses, and ordinary days had all been folded into documents that can be carried on a shoulder. Yesterday , an airstrike hit very close to where we live. Two people were killed, and twelve others were injured. What troubles me most is that we were there. We had been walking through the same streets, moving through the same area. Had our timing been slightly different, had we stopped for a few extra minutes, had we taken another route, perhaps this post would never have been written. That is how thin the line between life and death has become. A few minutes. A coincidence. A different turn at the corner. This is what life feels like now. Not a life built on plans, but on probabilities. Not security, but luck. Not certainty, but survival. So we carry our bags with us, not because they contain our possessions, but because they contain the last evidence of the lives we once had. And perhaps the strangest part of all is that we have begun to treat this as normal. A family carrying emergency bags wherever they go. An airstrike a few streets away. A narrow escape. And then another ordinary day. But none of this is ordinary. No family should have to carry its past on its shoulder because it is no longer certain of its future. And no human being should ever have to live this way!! #WoundedGaza

Congrats to @JoshKraushaar and Jewish Insider for smearing a U.S. military veteran who saved a Senators life as Al Qaeda linked and New Jersey voters gave you the finger. If you AIPAC drones are losing elections in NJ and NY, you’re right screwed.

This terrorist Smotrich is literally a national hero to Israelis, you can’t pretend he’s not mainstream.

Dan Shapiro @DanielBShapiro

2 days ago

Smotrich was not invited to the Israel Day Parade in New York. He crashed it. He should have stayed away. His extremist views do harm to the US-Israel relationship.

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@HRosengarten @YaronWeitzman yes he likes mamdani. most people do. deal with it.

@johndherzog @toddsaunders x.com/rhapsaadic/sta…

Saad @rhapsaadic

2 days ago

@socoego @toddsaunders here is the first live production trade based on the revision by opus 4.8. buy to open QQQ 742 calls 2 contracts at 1.77 at 9.46am and then closed won on a "velocity reversal" for a quick 17%. small size, 2 contracts only, 3 minutes total time in trade.

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@socoego @toddsaunders here is the first live production trade based on the revision by opus 4.8. buy to open QQQ 742 calls 2 contracts at 1.77 at 9.46am and then closed won on a "velocity reversal" for a quick 17%. small size, 2 contracts only, 3 minutes total time in trade.

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The CEO of NVIDIA, looked at Matt Murphy and said "The next trillion dollar company, ladies and gentlemen." (Save this). NVIDIA already invested $2 billion in Marvell in March 2026 as part of the NVLink Fusion partnership pulling Marvell's custom AI chip roadmap directly into the NVIDIA ecosystem and creating seamless integration between Marvell's hyperscaler ASICs and NVIDIA's GPUs, storage and networking infrastructure. NVIDIA does not invest $2 billion in a company and then call it the next trillion dollar company on a global stage unless it has deep knowledge of what is coming from inside that company's pipeline. Understanding why Marvell is a trillion dollar company in the making requires understanding what Marvell actually is in 2026 which is very different from what most investors think. Marvell is not primarily a networking chip company anymore but rather a full-stack hyperscaler AI infrastructure platform spanning custom AI accelerators, optical DSPs, photonic scale-up interconnects, Ethernet switching silicon, and storage controllers. And every single one of those business lines is a direct pick-and-shovel play on the exact infrastructure that every hyperscaler on Earth is racing to build. The custom ASIC business, Marvell's highest-growth and most strategically important segment is now anchored by three confirmed hyperscaler programs, Amazon Trainium (AWS's custom AI training and inference silicon), Microsoft Maia (Azure AI and OpenAI inference), and Google Axion (Google's custom CPU and adjacent AI programs). Custom silicon revenue grew from essentially zero to $1.5 billion in FY2026, then accelerated sharply as volume production scaled. Marvell now sees custom chip revenue topping $10 billion by fiscal 2029 meaning this single business line alone will represent roughly what the entire company earns today. The optical DSP business is the second major leg. Marvell is the dominant supplier of PAM4 and coherent optical DSPs, the chips that sit inside every 800G and 1.6T optical transceiver in every AI data center with over 3 billion ports shipped to date and a leadership position in 3.2T that is already in development. The Celestial AI acquisition completed February 2026 for $3.25 billion added Photonic Fabric optical interconnect technology: a fundamentally new architecture for chip to chip and server to server optical connectivity that bypasses electrical interconnects entirely, operating at speeds and power efficiencies that copper cannot achieve at scale. Marvell expects Celestial AI to begin contributing revenue in Q3 FY2028, and management called it the foundation of a brand-new semiconductor TAM meaning it is not competing for existing revenue pools, it is creating new ones. The XConn acquisition also closed in February 2026 added PCIe 7.0 and CXL switching silicon, giving Marvell control over the memory expansion and pooling layer of next-generation AI server architecture. Full-year FY2027 revenue is expected to approach $11.5 billion, 40% year-over-year growth with data center revenue growing 40% and optical interconnect growing 50%. FY2028 targets approach $15 billion. Milk Road remains bullish on Marvell. Come join Milk Road Pro (Link below) and get our full Marvell model including how we think about the Celestial AI revenue ramp timeline, the ASIC pipeline beyond Amazon and Microsoft, the margin expansion trajectory, and what we believe the stock is worth at each stage of the FY2027 to FY2029 buildout.

amit @amitisinvesting

2 days ago

JENSEN AT COMPUTEX TAIPEI JUST NOW: - Marvell will become the next trillion-dollar company - Marvell and Nvidia are strengthening their partnership to expand critical networking & connectivity to power AI data centers Jensen touch...plus 17% 😂

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Crazy response on this. There's a shocking amount left to build in 2026, and the number of new ideas multiply as new model capabilities drop. Keep building! Also, this isn't just a demo, it's shipped. I'd love for you try it out free at link below: heyclicky.com/try

Farza 🇵🇰🇺🇸 @FarzaTV

5 days ago

Watch me control my computer with just my voice. This is the future of operating systems. No hands. GPT-Realtime 2.0 is very, very underrated. Demo:

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I saw it. Now you have to see it. His name is Samuel. And he…is a king.

“I was proud to participate in the Israel day parade. However, I condemn all the high-profile Israeli leaders who were present as honored guests” - new meta I guess

Moment in the Lander-Goldman debate that says something about Dem esteem for Biden FP team... GOLDMAN: I worked closely with the Biden administration to implement the Leahy laws in the West Bank, and to withhold 2000 pound bombs to Gaza. We don't need new laws. We need Donald Trump to enforce the laws that we have as President Biden did. LANDER: Do you really think that President Biden was enforcing international law- GOLDMAN: I actually know he was, because I was there, having conversations with the administration- LANDER: -and upholding Palestinian human rights during that period when all of the schools and hospitals in Gaza were being leveled?

I mean, why shouldn't Smotrich be at this parade? He's a member of Israel's cabinet who essentially has a veto over governmental decisions. I don't know how you could reasonably have a parade in Israel's honor without inviting him. And that's the whole freaking point.

Eli Kowaz - איליי קואז @elikowaz

3 days ago

Israel's far-right ministers weren't invited to the NYC Israel Day Parade. They weren't on the consulate's list. The organizers didn't know they were coming. They showed up, walked to the front anyway, and handed Mamdani's boycott a cover story it hadn't earned. Link in reply.

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One more: I’ve been calling for an end to Israel’s occupation of the West Bank and Gaza since 1990. I’ve never heard him use the word “occupation” in this context. x.com/matthewkassel/…

Matthew Kassel @matthewkassel

2 years ago

From the archives: In 1990, Brad Lander, then in his early 20s, wrote a furious letter to the St. Louis Jewish Light, his hometown paper, requesting the cancellation of his subscription over what he called the “rabid and racist anti-Arab sentiments expressed” in its pages.

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New York is not a playground for Israeli war criminals to hold parades while New Yorkers foot the bill for their genocide against Palestinians. From yesterday’s far-right Israeli government officials marching down 5th Avenue alongside smiling American politicians, to today’s event hosting top Israeli military officials responsible for mass atrocities against civilians, war criminals must be held accountable at the ICC, not celebrated.