Giacomo Di Melen
giacomodimelen.bsky.social
Giacomo Di Melen
@giacomodimelen.bsky.social
Semi's, Ag, Interwar naval treaties.
The DRAM players and NAND pure plays are now sold out til 2028...its not going away and wont get better anytime soon.
February 12, 2026 at 4:53 AM
Its just inside his district but yeah i was shocked too. Its in Surprise Az, a mainly retirement community northwest of PHX proper. The Rangers/Royals have their spring training stadium there which is about to kickoff
February 8, 2026 at 4:06 AM
They know this which is why their strategy is buying empty warehouses to get them up and running. They bought one in AZ already worth 1500 beds and state and local law cant do much about it.

Paul Gosar of all people sent Noem a letter protesting.
February 8, 2026 at 3:50 AM
Wonder if she has any interest in being attorney general in 2029?
February 7, 2026 at 6:31 PM
No worries man, I appreciate your takes.
February 6, 2026 at 2:36 PM
I'm not a woke scold and dont live in your district, but using curb stomping as an adjective for a desired political outcome is shitty.
February 6, 2026 at 4:50 AM
I think some of the increased spends is just price increases on everything, so hihher spend on the same supply.
February 5, 2026 at 11:08 PM
could these responses be used against them by defendants or plaintiffs to get new judges assigned to their cases? like as a defendant could you argue these judges aren't truthful or upstanding based on these answers so you want someone different?
February 4, 2026 at 8:37 PM
You'd think the White House would understand smuggling what with all the other crimes going on
February 4, 2026 at 3:59 AM
There are 1932s developing in the watchfires of a hundred circling camps
February 1, 2026 at 3:40 AM
AZ did it too a few years under a R trifecta as they saw the trend. At the time, the 5 SC justices even spoke out against it
January 31, 2026 at 7:54 PM
AFAIK TSMC's N4, N3, N2 are not radiation hardened (this gets tougher the smaller the transistor geometry gets) so their performance in space even with lots of shielding (which would add weight) will be erratic. There's a reason leading edge chips aren't used in space + aero applications
January 31, 2026 at 3:23 PM
But the design, fabrication, launches and assembly of an at scale AI Data center would take 10 years at least? There's no turnkey "Orbital Blackwell Ultra GB300 Rack Reference Design" to work from.
January 31, 2026 at 3:17 PM
I think them putting the tesla name on a samsung built and run fab on their taylor, texas campus is the only plausible thing.
January 30, 2026 at 4:48 AM
On them building a fab: I wish 1 person would ask him whose logic process and whose memory process are you going to run in this fab? They dont have either, or the competency to develop either. And that process IP is violently protected
January 30, 2026 at 4:45 AM
ILLhands Omar
January 29, 2026 at 5:45 AM
I know hes got a book coming out as every 2028 hopeful must have for some reason, but it just seems like forcing to make headlines for himself when we all got bigger issues rn
January 29, 2026 at 5:23 AM
Can we petition the emperor to get a 6 month hold on masa and save face? OpenAI will become insolvent in that very window
January 28, 2026 at 3:30 AM