What did u learn today? @LearnLLM

The new Supreme Leader of Iran, Mojtaba Khamenei, won’t agree to the new proposed peace deal with the United States, according to reports from sources close to the matter. 🇮🇷🇺🇸 If the conservative media outlets reporting this are correct, it would appear that the Iranian negotiating team has not been truthful with the mediators. The latest reports from Iran say that the decision to say that the deal will be signed was made by the Speaker of the Parliament Mohammad Bagher Ghalibaf and Foreign Minister Abbas Araghchi but was made without Supreme Leader's Mojtaba Khamenei’s blessing.

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BREAKING: Iran's Foreign Ministry directly rejects Trump's new claim that "everyone in Iran has approved the deal," including the Supreme Leader, saying no one has accepted it, and "no agreement has been reached," per Fars. Any agreement requires the US to "accept every demand" from Iran, including that it won't surrender enriched uranium or make nuclear concessions, that the Strait of Hormuz remains permanently under Iranian management, and the transfer of $24 billion in frozen funds. Iran adds "if it were to yield under pressure, it would have done so a year ago" rather than after sustained US bombing. The spokesperson also denied Trump's claim that the Strait of Hormuz would reopen on a deal signing, saying it "remains closed" under Iranian authority and "safe passage is not possible."

I've been a backend Engineer for 12+ years. Today, I'm a Principal Engineer at Atlassian. I've designed systems that handle millions of requests. Sat on both sides of system design interviews. Reviewed more architecture docs than I can count. Starting today, I'm breaking down the fundamentals of scaling for the next 25 days. If you're learning system design bookmark this thread, you're going to get a lot of learning from this.

@gudanglifehack is this an assumptions or a fact?

BREAKING: Iran announces a full shutdown of the Strait of Hormuz following US strikes on Southern Iran.

@investorgabut Pagi ini selat hormuz ditutup lagi, kemungkinan harga minyak dunia naik. i doubt it sir

@negeriironi @tirta_cipeng Setelah itu biarin pilihan sendiri yg mau pertamax /Dex (ikut harga minyak dunia) silakan. yg mau listrik (pake batubara dalam negri) silakan

@negeriironi @tirta_cipeng gausah diyakinkan. Selat hormuz pagi ini ditutup, Harga minyak dunia kemungkinan naik, Fiskal pemerintah bleeding. BIAYA SUBSIDI LPG+PERTALITE MENGERIKAN, maka mau tidak mau pemerintah membantasi penerima Pertalite. Pertamax ikut harga keekonomian minyak dunia. Mahal.

@TradingDiary2 baru baca judul udh panik. padahal: 1. di artikel ada kondisi "jika selat hormuz..." 2. Historical prediksi citi soal Gold sering salah 3. kita tidak menang dengan menebak, tapi diversifikasi jangka panjang

Dear followers, Please see this discussion on AI and future work between myself, @deanwball @emollick and @clarashih Somehow, I was again the least optimistic person in the debate. In the Hybrid A.I.-Human Work Force, Who Will Actually Thrive? — NYT nytimes.com/2026/06/09/mag…

While the primary source of pressure on both the stock market and the rupiah is fiscal & regulatory, Indonesia's response has been mostly monetary. The govt's refusal to acknowledge that its own policies are at the root of these problems, let alone address them, is extraordinary.

@reynadefiip analisismu yg rada rada kurang sih

@Yanglagiram3 @doktermarket lebih setuju ini

12 cognitive biases that shape your thinking. Outsmart them to sharpen your decisions:

Years of working with anger, summarized on one page.

This is what an actual Crash looks like and we remain Short of $IDX > Bank Indonesia unexpectedly raised its base interest rate 25 bps to 5.5%Tuesday in off-cycle decision as it looks to support rupiah, sovereign bond markets. Comes just weeks after it raised by 50 bps to support currency which has reached successive record lows over past two months; sovereign bonds also sold off sharply and equity markets at four-year lows

IHSG Lompat 7% Apakah karena Asing kembali masuk? menurutku bukan. Tebakanku, ini upaya untuk 'short-squeeze' kelompok 'Sell Indonesia'. Short Squeeze = manipulasi harga agar naik sehingga trader yang short saham Indonesia jadi ter-likuidasi. Ini adalah pesan. Pesan kepada para shorter 'Jangan coba-coba cari cuan short saham Indonesia' Memangnya bisa short saham Indonesia? Bisa, tapi bukan cara standar. bukan untuk retail. Blackrock bikin ETF untuk perusahaan Indonesia : iShares MSCI Indonesia ETF (EIDO) Isinya 69 saham perusahaan Indonesia, yg utama: BBCA, BBRI, BBNI. ETF ini bisa di short dan pemain utamanya Hedge Fund dan Insititusi. Per 15 may, jumlah posisi short EIDO naik 61% (lihat gambar). Menurut kamu pesannya diterima dengan baik?

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My favorite 800V Power Semiconductor stocks ranked: 1. $WOLF (Wolfspeed) $2.7B market cap — The most asymmetric setup in the entire space. Wolfspeed controls the SiC substrate bottleneck, the foundational material every other SiC device maker needs. If the fab reaches target utilization, revenue could 3-5x from the current ~$713M run rate, and gross margins would inflect from negative to 40%+. At $2.7B, the market is pricing in heavy skepticism. A successful execution would make this a $10B+ company. 2. $NVTS (Navitas Semiconductor) $6B market cap — If Navitas captures even 2-3% of the AI data center power conversion TAM over the next three years, that’s a $500M+ revenue business on a fabless cost structure with 40%+ gross margins. The GaN IC technology is proven, the GeneSiC SiC portfolio adds a second vector, and the 59% revenue concentration in one AI-infrastructure distributor tells you where the growth is coming from. From a 3-year view, the revenue base could be 10x larger than today. 3. $AEHR (Aehr Test Systems) $1.5B market cap — The purest picks-and-shovels play on SiC scaling. Every SiC wafer that Wolfspeed, onsemi, STM, Infineon, or Rohm produces needs burn-in testing, and Aehr’s FOX-XP platform is the standard tool. Revenue is ~$100M and growing rapidly, but SiC production volumes are projected to 5-10x over the next five years. Aehr’s revenue is directly levered to that ramp with high incremental margins. A $100M revenue equipment company serving a market that’s about to quintuple has obvious math. 4. $VICR (Vicor Corporation) $5B market cap — Vicor’s factorized power architecture and power-on-package modules solve a physics problem that gets worse with every GPU generation: delivering 1,000+ amps at sub-1V to a processor die without unacceptable voltage droop and heat. If this architecture becomes standard in AI accelerator designs, Vicor’s content per server could be $500-1,000+. Revenue is ~$400M today. In a bull case where 2-3 major AI chip platforms adopt Vicor’s approach, this is a $2B+ revenue company at 50%+ gross margins, a $25B+ market cap. 5. $AOSL (Alpha & Omega Semiconductor) $1.5B market cap — The most overlooked name in power semi. AOSL makes power MOSFETs and PMICs for computing, server, and industrial applications. At $1.5B market cap and ~$650M revenue, it trades at ~2.3x sales, a fraction of MPWR’s 37x. The company is modestly profitable, has real products shipping into server power applications, and would benefit enormously from any broadening of AI power demand beyond the top-tier suppliers. This is the deep value pick: if the AI power theme lifts all boats, AOSL re-rates from 2x to 5x sales and the stock doubles without heroic assumptions. Honorable mentions: $DIOD $XFAB $ON $POWI $MPWR

Saso Capital @saso_capital

4 days ago

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Prompt engineering has been replaced by loop engineering. What is it? (Explained in 60 seconds) For the past 2 years we have been prompting agents with individual tasks. That is starting to change. So far, if you wanted an agent to build a dashboard for a client, you would give it a task, review the output, improve the prompt, and repeat the process until the work was done. Looping changes that. Instead of giving an agent individual tasks, you give it a goal and let it work through a recursive loop until that goal is met. For example: → Research → Draft → Evaluate → Test → Improve → Repeat The agent keeps cycling through the loop until it reaches the standard you defined. Within loop engineering there are two main approaches: 1. Open Looping You give the agent a goal and allow it significant freedom in how it achieves it. This is powerful, but also expensive and harder to control. 2. Closed Looping The human defines the architecture, constraints and evaluation criteria. The agent is then responsible for executing, improving and iterating within those boundaries until the goal is reached. The next evolution is orchestrated looping. Instead of a single agent running a loop, one agent breaks the goal into smaller tasks and assigns them to specialist agents. Each specialist runs its own loop and reports back. In other words: You move from one agent improving itself to an entire team of agents iterating together until the goal is achieved.

Peter Steinberger 🦞 @steipete

4 days ago

Here’s your monthly reminder that you shouldn’t be prompting coding agents anymore. You should be designing loops that prompt your agents.

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