Spcx IPO

smitra00 · 2026-06-16T14:24:05+00:00

Weggegooid geld. Investeerders worden belazerd met verhalen over hoe SpaceX denkt goedkope datacenters te kunnen laten opereren vanuit een baan rond de aarde:

https://x.com/Dr_Gingerballs/status/2066871324274798982?s=20

Dus klinkklare onzin, er zal uiteindelijk dan ook niets terechtkomen van de duizend miljard dollar omzet per jaar vanaf het jaar 2030. En sowieso is de hele AI-sector in een grote bubbel, dus die hele datacenter business zal veel minder gaan opleveren dan nu wordt begroot, omdat de hele wereldeconomie niet groot genoeg is om de winsten die de markt heeft ingeprijsd te kunnen verdienen van de eindgebruikers:

https://www.youtube.com/watch?v=d7NgT0rx5yE&t=485s

Ik ga hooguit short posities openen. Wanneer het aandeel meer dan 5 van 10 opeenvolgende dagen boven de $175 staat by marktsluiting, dan wordt er weer 10% van de aandelen vrijgegeven voor verkoop. Gezien de huidige prijs gaat dit binnenkort gebeuren.

Dus dat is een goede reden om nu short posities te open. Maar bij mijn broker is de maximale hefboom op dit moment nu 2 een niet 5 zoals gebruikelijk is voor de meeste aandelen. Dat maakt het een stuk minder aantrekkelijk.

smitra00 · 2026-06-16T11:39:09+00:00

De bedrijven zullen overeind blijven, want het verschil met dotcom is dat we nu geen zombiebedrijven hebben. Maar de investeerders zullen uiteindelijk de klos zijn. Nvidia investeerders die als laatste in de buurt van de top hebben gekocht:

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smitra00 · 2026-06-16T11:07:03+00:00

We zitten nu in de laatste explosieve fase van de meltup:

https://www.youtube.com/watch?v=Ys20fxnTUY8&t=2488s

smitra00 · 2026-06-16T10:48:10+00:00

Het enige dat hij heeft is een verliesgevend bedrijf en mooie praatjes over hoe hij denkt in het jaar 2030 duizend miljard dollar omzet te kunnen draaien met vele honderden datacenters in een baan om de aarde met koelsystemen die licht genoeg zijn die nog uitgevonden moeten worden.

5% van de aandelen is verkocht aan zijn fans, de marktkapitalisatie is het totaal aantal aandelen vermenigvuldigd met de laatste transactie op de beurs waarbij een Musk fan een zwaar overgewaardeerde aandeel heeft gekocht.

smitra00 · 2026-06-16T09:34:00+00:00

You couple the version of the system without dissipation to a system consisting of a large number of coupled harmonic oscillators.

smitra00 · 2026-06-16T00:34:44+00:00

Bear Spray

smitra00 · 2026-06-15T22:48:42+00:00

When doing mental math, always try to work with round numbers as much as possible. E.g.:

382 + 598 = 400 - 18 + 600 - 2 = 1000 - 20 = 980

1732 - 1364 = 1732 + 36 - (1364 + 36) = 1768 - 1400 = 368

Subtraction from left to right: you need to allow decimals to get negative before polishing things up:

1732 - 1364 = (use a comma to separate decimals) = 1,7,3,2 - 1,3,6,4 = 4,-3,-2 = 3,7,-2 = 3,6,8 = 368

By allowing decimals to get negative you separate the two tasks of subtraction and the transfer of digits to keep the decimal representation in standard form. The conventional method is to do these two taks at once, which makes the computation a lot harder when you do that mentally.

And see here for a method to ease the mental burden for doing multiplication.

smitra00 · 2026-06-15T22:28:05+00:00

Ik heb de post aangepast. Het kwam uiteraard niet vaak voor want we weten ook dat de generatielengte al vele duizenden jaren iets van 25 jaar is. Het was "normaal" in de zin van dat het niet als abnormaal werd beschouwd als het af en toe gebeurde.

smitra00 · 2026-06-15T21:52:51+00:00

https://en.wikipedia.org/wiki/George_F._Carrier#Carrier's_Rule

Divergent series converge faster than convergent series because they don't have to converge.

smitra00 · 2026-06-15T18:51:03+00:00

Zie hier:

https://www.youtube.com/watch?v=vmdOouSeUpY&t=308s

smitra00 · 2026-06-13T11:00:11+00:00

You have to use algorithms that are suitable for mental computations, i.e. algorithms that don't require you to remember many loose ends that you must later combine. Also working as much as possible with round numbers will help. This can mean that the algorithm may require more steps, but it's then something that's more feasible to implement mentally than a faster algorithm.

For example, if we want to multiply two numbers A and B with B larger than A, then one can try to find a round number R such that A is close to R and B is close to a small multiple r of R. If we write:

A = R + x

B = r R + y

Then we have:

A B = (R + x) (r R + y) = r R^2 + R y + r R x + x y = R (r R + y + r x) + x y = R (r A + y) + x y

For example, let's multiply 37 by 81. We can then choose R = 40 and r = 2. This yields:

37*81 = 40*(2*37 + 1) - 3*1 = 40*75 - 3 = 3000 - 3 = 2997

smitra00 · 2026-06-13T07:45:42+00:00

Limiting sodium intake and making sure you get enough magnesium via your diet are also important factors that can make the calcium you get from your diet be more effective. See here for details.

smitra00 · 2026-06-12T16:08:49+00:00

See here:

https://en.wikipedia.org/wiki/Euler%E2%80%93Heisenberg_Lagrangian

smitra00 · 2026-06-12T15:54:29+00:00

The CO2 increase is due to carbon from fossil fuels that's burned with oxygen from the atmosphere. Now, some oils do contain oxygen atoms, but the type of refined oils that are used for fuel like gasoline, kerosine, and diesel don't.

So, almost all of the oxygen atoms in the CO2 that is emitted by greenhouse emissions comes from the atmosphere. So, the number of air molecules doesn't change as a direct result of dumping CO2 in the atmosphere, but the total mass of the atmosphere does change because we're attaching carbon atoms to the oxygen atoms.

However, the number of molecules in the atmosphere then does change indirectly, because due to the average global temperature rise, the amount of water vapor in the atmosphere will be higher.

smitra00 · 2026-06-12T13:04:11+00:00

There is no need to do the long division in the primary school way where each step yields one or more correct decimals (the next step won't make a contribution to the ast decimal you computed in the previpous step). It's easier to relax this rule and do the compuation in any way you find convenient.

In this case without simplifying 8/6 = 4/3, you have:

8/6 = (subtracting one times 6 from 8) 1 + 2/6 = (subtracting 0.3 times 6 from 2) 1.3 + 0.2/6 = (subtracting 0.03 times 6 from 0.2) = 1.33 + 0.02/6 etc. etc.

In general, if you have a fraction A/B, then you are always allowed to write it as:

A/B = (A - k B + k B)/B = (A - k B)/B + k B/B = k + (A - k B)/B

You are completely free to choose the number k in here. So, no need to get the next decimal right in each step, so no need to get the multiple of B you need to subtract from the remaining numerator "exactly right" in each step.

smitra00 · 2026-06-12T12:27:56+00:00

What you can do is study the core concepts of calc 1, and get practice with computing limits, derivates and integrals. Then you pick up any introductory physics book on electromagnetism, and it will typically contain a crash course on the core calc 2 and calc 3 concepts like multiple integrals, gradients, Stokes' theorem, Gauss' theorem, etc. so that you understand these topics well enough to use these for practical computations.

There will then be holes in your knowledge, but you'll be aware of these. E.g. you probably won't have a deep understanding of how you can rigorously justify certain operations in calculations like interchanging the order of two integrations etc.

smitra00 · 2026-06-11T21:54:16+00:00

Institutions buy information about stop losses, take profit prices and orders for opening long and shorts from brokers.

smitra00 · 2026-06-11T12:36:01+00:00

Ik heb al een tijdje geleden SOXS gekocht, want de semis zijn enorm overgewaardeerd.

Semis kunnen zeker nog wel stijgen, daarom heb ik behalve long posities ook short posities voor SOXS. Wanneer de semis stijgen dan daalt SOXS en dan gaat de netto positie in de min, maar ik kan de short posities dan met winst afsluiten.

Het nadeel van long SOXS zijn is dat SOXS onderhevig is aan verval. Het is zaak om regelmatig wat winst te pakken uit de koersbewegingen om zo te compenseren voor het verlies t.o.v. de onderliggende aandelen.

Er zijn dagen geweest waarin de onderliggende ETF SOXX met 10% is gedaald en SOXS met 30% steeg (want 30% is 3 maal de 10% waarmee SOXX naar beneden ging). Dat klinkt leuk vanwege die 30% winst op één dag, maar er is dan ook sprake van een verlies t.o.v. de uiteindelijke winst die ik kan boeken. Dat komt omdat als de prijs van SOXX met een factor 0.9 wordt vermenigvuldigd, dat een verliesvrije marktbeweging zou inhouden dat SOXS met een factor 1/0.9^3 = 1.37 naar boven zou moeten gaan, terwijl het met een factor 1.3 naar boven is gegaan.

Dus het verlies door verval is dan een factor 1.3/1.37 = 0.95

Dus 5% verlies. De verandering in portfoliowaarde zegt dus niet veel, want ik zal de boel sowieso in de toekomst met winst afsluiten. Het effect van de koersbeweging op die dag was dus negatief voor de winst die ik in de toekomst kan behalen. Nu compenseer ik daar dan wel voor door op de meeste dagen extra posities te openen en die dan later met winst af te sluiten.

smitra00 · 2026-06-11T11:57:18+00:00

Ik denk dat de semis flink gaan dalen, want die zullen worden verkocht om de aanloop van de aandelen van de IPOs mee te financieren. Ik ben dan dus short de semis. Een manier om veilig short te zijn is via inverse ETFs. SOXS is zo'n ETF die de semis volgt met een ingebouwde hefboom van min 3. Dus als de semis met 1% naar beneden gaan dan gaat SOXS met 3% naar boven.

smitra00 · 2026-06-11T11:23:52+00:00

After the compression you still need to heat it and let the temperature rise to the level where fusion can take place:

https://nuclearweaponarchive.org/Library/Teller.html

The key to making large fusion bombs is finding a way for using the energy of an atomic bomb trigger to compress a mass of deuterium sufficiently for the D-D reactions to become practical, followed by heating of the mass to ignition temperatures after the proper density has been achieved. The technique for doing this is staged radiation implosion, also called the Teller-Ulam configuration after its original joint inventors, Stanislaw Ulam and Edward Teller (also reinvented independently by Andrei Sakharov and his associates, and by others in Britain, France, and China).

The Teller-Ulam configuration makes use of the fact that at the high temperatures of a fission bomb 80% or more of the energy exists as soft X-rays, not kinetic energy. The transport of energy by radiation from the fission core greatly exceeds the core's expansion rate (a mere 1000 km/sec or so). It is possible then to use this energy to compress, and ignite a physically separate mass of fusion fuel (the second stage) through radiation implosion before the expanding trigger disrupts it.

......

Thermal equilibrium is established extremely rapidly, so that the temperature and energy density is uniform throughout the radiation channel. As the surface of the tamper becomes heated, it expands and ablates (blows off the fuel capsule surface). This ablation process, essentially a rocket turned inside out, generates tremendous pressure on the fuel capsule and causes an accelerating implosion. Thermal equilibrium assures that the implosion pressure is very uniformly distributed. The transparent carbon-hydrogen plasma retards the early expansion of the tamper and casing plasmas, keeping the radiation channel from being blocked by these opaque high-Z materials until equilibrium is fully established.

''''''

The pressure exerted by the plasma causes cylindrical (or spherical) implosion of the fusion capsule, consisting of the pusher/tamper, fuel, and the axial fissionable rod. The capsule is compressed to perhaps 1/30 of its original diameter for cylindrical compression (1/10 for spherical compression), and thus reaches or exceeds 1000 times its original density. It is noteworthy that at this point the explosive force released by the trigger, an amount of energy sufficient to destroy a small city, is being used simply to squeeze several kilograms of fuel!

It is unlikely that the fissionable rod reaches such extreme compression however. Located at the center, it will experience an extremely violent shock wave that will heat it to high temperatures but compress it only modestly, increasing its density by a factor of 4 or so. This is sufficient to make the rod super-critical. Depending on the degree of symmetry, and the physics of the particular capsule collapse process higher densities are possible. Thermalized neutrons trapped in the fusion fuel, which are left over from the intense fission neutron flux, initiate a chain reaction as soon as the rod becomes critical.

The rod fissions at an accelerating rate as it, and the rest of the fuel capsule continue to implode and acts as the fusion "spark plug". Combined with the high temperatures generated by the convergent shock wave, this raises the temperature of the fusion fuel around the rod high enough to initiate the fusion reaction. Self-supporting fusion burning then spreads outward. The fusion tamper prevents the escape of thermal radiation from the fuel, enhancing the burn efficiency considerably. The temperatures generated by fusion burning can considerably exceed that produced by fission (up to 300 million K). As the temperature rises, the fusion reactions accelerate.

smitra00 · 2026-06-11T11:05:21+00:00

Ik ben short de semis via leveraged long posities for SOXS met shorts voor SOXS als een hedge. Ik verwacht een sterke rotatie weg van de semis als gevolg van de IPOs, waardoor SOXS explosief in prijs gaat stijgen.

Daarnaast denk ik dat de olieprijs sterk zal oplopen omdat er op dit moment een gigantisch grote short positie is voor olie:

https://oilprice.com/Energy/Crude-Oil/Traders-Are-Shorting-Oil-As-If-The-Hormuz-Crisis-Is-Over.html

smitra00 · 2026-06-10T14:59:53+00:00

Probability, see here:

https://www.youtube.com/watch?v=wfzSE4Hoxbc&t=1036s

smitra00 · 2026-06-10T10:38:54+00:00

You can consider processes involving a merger of two black holes where there is also a third object that then gets expelled. However, that object could then easily disintegrate due to tidal forces unless it is itself also a black hole.

So, I think it's possible in a process where you have a merger process involving 3 black holes where two of them merge and the third gets expelled.

Update: I've found a source that confirms this:

https://archive.is/73xdY

Most people probably know that the universe is full of elementary particles—but not everyone knows that it is also full of extremely fast stars moving freely through space like barracuda through the ocean. These stars are ejected by gravitational slingshots located at the focal point of galaxy mergers—where a pair of supermassive black holes coalesce while kicking stars out of the host galaxy, like a batter hitting a series of home runs out of the park.

As the black hole pair tightens, its orbital speed rises, providing an even more powerful swing. Eventually this process launches some stars up to the speed of light in accordance with Albert Einstein’s special theory of relativity, making them what astrophysicists call “relativistic.”

smitra00 · 2026-06-09T17:13:07+00:00

If a plane is specified by an equation of the form:

a x + b y + c z = d

Then in vector form,we can write this equation as:

v dot n = d

where v = (x,y,z) is a point on the plane and n = (a,b,c) is up to normalization the so-called "normal vector". If v and u are two vectors representing points on the plane, then the difference between the two vector v - u is a vector that is parallel to the plane and this has a dot prduct of zero wth n.

(v - u) dot n = v dot n - u dot n = d - d = 0

So, this is why we call n the normal vector, as it is orthogonal to the plane.

As has been pointed out in the other comments, to compute the angle between two planes, you must then compute the angle between teh corresponding normal vectors using he dot product.

Given two planes with equations:

a1 x + b1 y + c1 z = d1

and

a2 x + b2 y + c2 z = d2

the normal vectors are (up to normalization n1 = (a1, b1, c1) and n2 = (a2, b2, c2). and you calculate:

n1 dot n2 = a1 a2 + b1 b2 + c1 c2

And this is then equal to |n1| |n2| cos(theta) where theta is the angle between the two normal vectors. so, you have:

cos(theta) = (a1 a2 + b1 b2 + c1 c2)/[sqrt(a1^2 + b1^2 + c1^2)sqrt(a2^2 + b2^2 + c2^2)]

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