True Delta – Telegram
True Delta
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Delta means change.

Here, we focus on signigicant and True change.

The change we observe and the change we bring about.

The one constant in the world is change.

Let's create these needed changes to free all of mankind!

contact channel owner: @luctrue
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Investor Michael Burry, known for his role in predicting the 2008 financial crisis and portrayed in The Big Short, has disclosed bearish positions against AI companies Nvidia and Palantir through put options valued at approximately $1.1 billion, according to Scion Asset Management’s third-quarter filing. Burry also criticized major AI infrastructure providers, often referred to as “hyperscalers”, for using accounting methods that he claims understate depreciation on AI chips and servers, potentially inflating earnings.

He estimated that this approach could understate depreciation by about $176 billion industry-wide between 2026 and 2028, and specifically suggested that reported profits at companies like Oracle and Meta could be overstated by 27% and 21%, respectively, by 2028.

What are your thoughts?

https://www.facebook.com/share/19sHupk3gg/?mibextid=wwXIfr
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Forwarded from The Cradle
❗️Report accuses Trump administration of complicity in torture of Venezuelan deportees in El Salvador

More than 250 Venezuelans deported to El Salvador under US President Donald Trump’s mass expulsion policy were subjected to systematic torture, including sexual violence, according to a joint investigation by Human Rights Watch (HRW) and Cristosal. The report accuses the US of knowingly sending the men, many asylum seekers with no criminal record, to El Salvador’s notorious Cecot prison, where they faced “inhumane conditions, prolonged isolation, and brutal abuse.”

Human rights groups say the Trump administration paid President Nayib Bukele’s government $4.7 million to detain the deportees, describing it as “a theatre of cruelty.” HRW’s Juanita Goebertus said the US was “complicit in systematic torture and enforced disappearances,” while Cristosal’s Noah Bullock likened the arrangement to “hiring the Salvadoran prison system as a prop.”

The 81-page report, based on over 200 interviews, details constant beatings, sexual assaults, and psychological abuse, which often occurred after visits by US officials like Homeland Security Secretary Kristi Noem. The groups are calling for an independent investigation, warning that El Salvador’s prisons, where thousands have been arbitrarily detained and hundreds killed, may constitute sites of crimes against humanity.
Forwarded from New Rules
🚨🇨🇳🇮🇷China-Iran Rail Corridor Officially Launched – A Direct Challenge to Western Maritime Dominance

A new 7,500-mile steel artery is now OPERATIONAL, connecting Xi'an, China, to Tehran, Iran. This isn't just a railway; it's a geopolitical game-changer.

KEY FACTS:

🔸The Route: Traverses SIX nations: China, Kazakhstan, Turkmenistan, Uzbekistan, Iran, and Turkey.

🔸The Advantage: Cuts transit time to 15 days – HALF the 30 days required by sea.

🔸The Bypass: Strategically avoids Western-controlled maritime chokepoints: the Straits of Malacca, Hormuz, and the Suez Canal.

🔸The Tech: A modern marvel with electrified, double-track rails, AI-driven logistics, and seamless digital customs clearance.

THE BIG PICTURE:

This corridor is a calculated move to reshape Eurasian trade and challenge centuries of Western maritime hegemony. It:

🔸Hardens Supply Chains: Creates a sanctions-resistant, "geopolitically armored" route for high-value goods.

🔸Restores Iran: Positions Iran as the pivotal transit hub between East and West, a role it has historically held.

🔸Accelerates Multipolarity: This is physical infrastructure for a multipolar world, reducing reliance on Western-controlled sea lanes.

This stands in stark contrast to the US-backed IMEC corridor, which has stalled. The China-Iran corridor is ALREADY RUNNING, a testament to Beijing and Tehran's strategic alignment and long-term planning.

THE BOTTOM LINE:

This corridor transcends mere logistics; it is the physical manifestation of a declinist West and the rise of a sovereign Eurasian economic bloc. Power, once dictated by those who command the seas, is now being seized by those who build the indispensable connections on land. The map of global influence is being redrawn, not by decree, but in steel and scheduled freight.

@NewRulesGeo❗️Follow us on X
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Forwarded from The Occupied Times
Nothing to see here… just Michael Wolff and Jeffrey Epstein casually discussing how they could use Trump’s proximity to Epstein to potentially blackmail him. 11/12
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🇺🇸⚡️- Rep. Marjorie Taylor Greene responds to President Trump. She says the Epstein Files "sent him over the edge."
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Forwarded from New Rules
🚨🇨🇳💻CHINA UNLOCKS 1000X AI SPEED: The Quantum Chip That Changes Everything

An award-winning team has just dropped a game-changing optical quantum chip, and it’s already being deployed. This chip is fully operational NOW in aerospace, biomedicine, and finance.

Here’s the breakdown:

THE TECH:

🟠Developed by CHIPX (Shanghai Jiao Tong University) & Turing Quantum.

🟠Uses LIGHT (photons) instead of electricity for processing.

🟠Achieves "computing power support exceeding the limit of classical computers."

🟠World's first? They claim it: achieving co-packaging, chip-level integration, and wafer-scale mass production.

INDUSTRIAL-SCALE PRODUCTION IS LIVE:

🟠A pilot production line is already operational.

🟠It’s a "complete closed loop" – design, fabrication, packaging, testing, integration.

🟠This enables "optical quantum computers to become industrial-grade products for the first time."

KEY METRICS:

🟠Fits over 1,000 optical components on a 6-inch silicon wafer (monolithic integration).

🟠Design is scalable to support a MILLION qubits.

🟠Slashes development time: Quantum photonic designs that took 6 months now take just 2 WEEKS – a 10x efficiency boost.

THE GLOBAL RACE:

China is now a MAJOR player in photonic chips, a field previously dominated by Europe and the US.

🟠CHIPX's line can produce 12,000 wafers/year.

🟠For context: Dutch company SMART Photonics uses 4-inch wafers; PsiQuantum in California is working on 11.8-inch.

THE BOTTOM LINE:

This is a massive acceleration in the global computing arms race. China is pushing the boundaries of what's possible with quantum-classical hybrid systems. The future of AI data centers and supercomputing is being rewritten right now.

@NewRulesGeo❗️Follow us on X
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Number of desertions for Kiev's forces by year, as many have pointed out this is more than the standing armies of France and England combined.
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Media is too big
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A little post festival report from Russia. Sorry for the unfortunate feature image lol
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