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1. Embed this notice
   Patrick C Miller :donor: (patrickcmiller@infosec.exchange)'s status on Saturday, 25-Jul-2026 04:42:04 JST Patrick C Miller :donor:

   India says allegedly leaked nuclear plant files pose no safety risk https://therecord.media/india-nuclear-plant-kudankulam-world-leaks-documents
2. Embed this notice
   Erscheinung50 (erscheinung47@erscheinung47.com)'s status on Saturday, 25-Jul-2026 04:41:46 JST Erscheinung50

   空襲被害者救済法案、廃案が確定　遺族ら「当事者がいなくなる」 | 毎日新聞
   https://mainichi.jp/articles/20260724/k00/00m/010/363000c
   これをやらん「保守」てなんですのん。なにが「ｺｯｷｿﾝｶｲｻﾞｲ！」や全員ｱｺﾞ噛んで死ね
3. Embed this notice
   Partisan Night Slut :pns: (pns@noauthority.social)'s status on Saturday, 25-Jul-2026 04:41:22 JST Partisan Night Slut :pns:

   in reply to

   • tobias

   @tobias

   Anthropologists can only speculate at the specific clicks and whistles they used while constructing the first tumbleweed city.

   • Embed this notice
     tobias (tobias@poa.st)'s status on Saturday, 25-Jul-2026 04:41:23 JST tobias

     @PNS

     knowledge passed down by the ancients of zimbabwe

4. Embed this notice
   mx alex tax1a - 2020 (6) (atax1a@infosec.exchange)'s status on Saturday, 25-Jul-2026 04:31:19 JST mx alex tax1a - 2020 (6)

   we keep hearing "the bobot is getting better at writing code all the time" and you know what we keep not seeing? a single god damn bit of improvement. it generates verbose
   dogshit full of useless indirection, misleading comments, redundant expressions, and outright nonsense. you people think this is good? from here it looks like you have no fucking skill at judging code quality

   • Show all 4 replies
   • Embed this notice
     mx alex tax1a - 2020 (6) (atax1a@infosec.exchange)'s status on Saturday, 25-Jul-2026 04:31:19 JST mx alex tax1a - 2020 (6)

     in reply to

     the patterns it turns out are so mind-bendingly wrong that we haven't even encountered them in even the rankest of beginners. people do not write code like that. it's a fucking farce

   • Embed this notice
     mx alex tax1a - 2020 (6) (atax1a@infosec.exchange)'s status on Saturday, 25-Jul-2026 04:41:07 JST mx alex tax1a - 2020 (6)

     in reply to

     • iced depresso

     @icedquinn the bobot is simply a Code Worsener

   • Embed this notice
     iced depresso (icedquinn@blob.cat)'s status on Saturday, 25-Jul-2026 04:41:07 JST iced depresso

     in reply to
     @atax1a i think there's a fundamental issue the LLM is basically a cheap intern but its still sidestepping that you shouldn't need interns.
     
     people will deadass use a hyperscaler datacenter and two million tokens instead of just write a little xml file and template expand it to code :blobcatgoogly:
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   Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:32:51 JST Jack William Bell

   #bubblewatch update:

   If you've been paying attention you know about the IOU #AI companies pass around and pretend is cash. You know about the huge amount of private debt ran up by the hyperscalers as they build out the datacenters. You know about the accelerated depreciation cycles they are trying to hide from their debtors.

   Here's someone bringing all those things together:

   > The NVIDIA BOOBY-TRAP? NVIDIA gets paid in cash. Someone holds the IOU. It might be you. https://substack.com/home/post/p-207653431

   • Embed this notice
     Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:32:47 JST Jack William Bell

     in reply to

     > The assumption — because nobody ever thinks things through — was that because one OpenAI existed, many OpenAIs would bloom. That because one large customer of compute existed, the template had been built for future compute-intensive startups…and, again, because nobody ever thinks about anything, nobody ever stopped to realize that the reason there isn’t another OpenAI is because OpenAI and Anthropic are financial psy-ops by the largest software companies in the world.

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     Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:32:48 JST Jack William Bell

     in reply to

     Meanwhile, Ed Zitron is bringing together a whole bundle of related threads. And he uses them to weave a tapestry about OpenAI in particular.

     > The OpenAI Bubble. https://www.wheresyoured.at/the-openai-bubble/

     > Remove OpenAI from the years 2020 through 2024 and the AI bubble wouldn’t have inflated at all. No other major AI companies showed any sign of life — not those peddled by hyperscalers, funded by venture capitalists, or those launched by other tech firms.

   • Embed this notice
     Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:32:49 JST Jack William Bell

     in reply to

     And, just to remind you this is a Ponzi scheme masquerading as a business model…

     > Who loses when it cracks: not NVIDIA, which was paid up front. Not the managers, who earned fees building the exposure. Not the hyperscalers, who offloaded the capex and will buy distressed compute cheap. The loss lands on the capital furthest from the deal, with the least information about holding it: the annuity holder, the wealth-channel client, retail investors, retirees, and the private credit shareholders.

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   Miakoda (hellomiakoda@pdx.social)'s status on Saturday, 25-Jul-2026 04:40:43 JST Miakoda

   Finally got Milky yo somewhat match my theming.
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   Ricardo Martín :bsdhead: (ricardo@mastodon.bsd.cafe)'s status on Saturday, 25-Jul-2026 04:40:11 JST Ricardo Martín :bsdhead:

   Wildfires up 57% in Europe in just four years, WHO warns

   http://www.euronews.com/2026/07/24/wildfires-up-57-in-europe-in-just-four-years-who-warns
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   georgia (georgia@netzsphaere.xyz)'s status on Friday, 24-Jul-2026 14:44:27 JST georgia
   big L for google translate
   
   • Show all 20 replies
   • Embed this notice
     georgia (georgia@netzsphaere.xyz)'s status on Saturday, 25-Jul-2026 04:30:56 JST georgia

     in reply to

     • lainy
     @lain@lain.com@mischievoustomato@tsundere.love the linkedin version captured something about the meaning that the literal translation didn't, which is that a butcher of animals is meant to also mean someone who kills themselves/the Self ie someone who acts against their own interests and "kills" the divinity within them
     lainy likes this.
   • Embed this notice
     georgia (georgia@netzsphaere.xyz)'s status on Saturday, 25-Jul-2026 04:36:24 JST georgia

     in reply to

     • lainy
     @lain paśughna is the word used, it means both killing animals and killing oneself
     lainy likes this.
   • Embed this notice
     georgia (georgia@netzsphaere.xyz)'s status on Saturday, 25-Jul-2026 04:38:45 JST georgia

     in reply to

     • lainy
     @lain although i think killer of animals is the literal meaning, especially killing cattle
9. Embed this notice
   Chinese man ? #nobot (iamal_pharius@poa.st)'s status on Saturday, 25-Jul-2026 04:37:56 JST Chinese man ? #nobot

   in reply to

   • Randbot
   • Terry
   @Terry @randbot when the amerimutts get drafted, they can choose to volunteer as vibration control specialists at those military datacenters
   • Embed this notice
     Terry (terry@poa.st)'s status on Saturday, 25-Jul-2026 04:37:57 JST Terry

     • Randbot
     hey @randbot remember that bet we made? You told me there won't be no dang draft. No way. Never, in a million years.
     
     Yeah it looks like you're gonna owe me..the entire first season of my dear Nokotan.
     
     https://www.disclose.tv/id/c1qfp6qew0/
10. Embed this notice
    Teflon nut of East TX (thewthekooky@noauthority.social)'s status on Saturday, 25-Jul-2026 04:37:12 JST Teflon nut of East TX

    • Partisan Night Slut :pns:

    @PNS sound of vision kinda ruined this for me

    • Embed this notice
      Partisan Night Slut :pns: (pns@noauthority.social)'s status on Saturday, 25-Jul-2026 04:37:34 JST Partisan Night Slut :pns:

      in reply to

      @ThewTheKooky

11. Embed this notice
    Erscheinung50 (erscheinung47@erscheinung47.com)'s status on Saturday, 25-Jul-2026 04:37:06 JST Erscheinung50

    念入りに荷造りしてるつもりなんだけどなにかしら忘れてくるなあ…（なにかしら忘れた
12. Embed this notice
    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:18 JST Jack William Bell

    #bubblewatch weekend notes:

    Hahaha! 'Digital Lettuce'! Hahahahahaha!

    > Top Economist Warns That #AI Data Center Investments Are “Digital Lettuce” That’s Already Starting to Wilt. "You’re investing in something that is a perishable good." https://futurism.com/artificial-intelligence/economist-ai-investments-digital-lettuce

    ---

    You know things are getting weird when there's something those two can agree on.

    > From Steve Bannon to Elizabeth Warren, bipartisan backlash erupts over push to block states from regulating AI. https://www.nbcnews.com/tech/tech-news/steve-bannon-elizabeth-warren-bipartisan-backlash-erupts-push-block-st-rcna245040

    • Show all 16 replies
    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:16 JST Jack William Bell

      in reply to

      Monday 11-24 #bubblewatch

      The market climb at the end of Friday is continuing. Apparently on the expectation the Fed will cut rates in December.

      > Wall Street surges on tech rally, rate cut optimism. https://www.reuters.com/world/europe/wall-street-futures-mixed-investors-mull-fed-rate-cut-focus-data-2025-11-24/

      This is a general upturn, but tech stocks are doing quite well. And yet a rate cut doesn't change fundamentals of the bubble, so this seems like the old saw: "The market can stay irrational longer than you can stay solvent."

      #economy

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      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:17 JST Jack William Bell

      in reply to

      More #bubblewatch weekend notes:

      Remember Thursday's short downturn in AI stocks the day after Nvidia released their self-fluffed earnings report? It was caused by AI trading systems flagging accounting fraud.

      > The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme. https://substack.com/inbox/post/179453867

      And the recovery afterwards? That is apparently human beings deciding the AI systems were full of shit.

      Get your head around that…

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:56 JST Jack William Bell

      in reply to

      NOTE: If you've been thinking about trying to set up a big short when the AI bubble finally pops, this could be a good time to take a small flyer – assuming you can afford to take a loss. Because it's likely not the time yet.

      I don't think there's going to be any way to predict when the market's attitude makes that sudden turn against AI stocks and, sure, this could be it. But I don't think so.

      I will enjoy watching Oracle get pummeled though. So I'm hoping for that much.

13. Embed this notice
    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:53 JST Jack William Bell

    in reply to

    Friday 12-12 #bubblewatch

    The market rallied a bit by EOD yesterday, but that evaporated when it opened this morning, followed by tech stocks hitting two-week lows. Oracle and other #AI #bubble concerns were a big reason.

    > Wall St slides as inflation worries, AI bubble fears spook investors. https://www.reuters.com/business/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12/

    We might be edging our way up to the tipping point!

    (I might need to post an update today once the USA markets close.)

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:54 JST Jack William Bell

      Thursday 12-11 #bubblewatch

      Last night Asian and futures markets were bearish on Oracle due to their disappointing earnings report and I suggested if this continued once USA markets opened this morning the malaise could spread to other tech stocks.

      And … yeah…

      > Nasdaq slips to one-week low as Oracle reignites AI jitters. https://www.reuters.com/business/wall-street-futures-slide-oracles-forecast-revives-ai-bubble-fears-2025-12-11/

      This isn't the #AI #bubble popping. Yet. But the smarter investors are slowly easing their money out while it's still over-inflated.

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    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:51 JST Jack William Bell

    • Emeritus Prof Christopher May

    More:

    @ChrisMayLA6 has an interesting chart showing one significant difference between the current #AI #bubble compared to both the 2000 Tech bubble and the 1989 Japan Finance bubble.

    Of course this chart only includes big players with track records, which is fair. But a bit misleading for the AI bubble because the big players this time (aside from Tesla) were priced down in a way similar to IBM in previous bubbles. While smaller players are priced stupid high.

    > https://zirk.us/@ChrisMayLA6/115711494979571990
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    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:43 JST Jack William Bell

    in reply to

    Tuesday 12-23 #bubblewatch

    I was expecting the market to drop a bit today and tomorrow, but the 3rd quarter US gov economic data dropped last night and the market loves it. (I find the reported data rather suspect myself, but then I find everything from the government suspect these days.)

    > S&P 500 nears record high as data backs Fed cut expectations. https://www.reuters.com/business/aerospace-defense/wall-st-futures-tick-higher-ahead-gdp-data-2025-12-23/

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:44 JST Jack William Bell

      Monday 12-22 #bubblewatch

      Looks like tech stocks are going to end the year up. I don't think we'll see the #AI #bubbble pop in 2025.

      > Wall Street climbs as tech extends rebound, focus on data. https://www.reuters.com/business/us-stock-futures-rise-ahead-shortened-trading-week-2025-12-22/

      That said, I think today is probably the high-water mark for the week and we'll see a drop in remaining trading days. It's been a pattern for a while now.

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    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:38 JST Jack William Bell

    in reply to

    Wednesday 1-7 #bubblewatch

    The USA jobs report came out today and … not glowing. In fact indications of a downturn. Given my concerns about government data from this administration I'm wondering if they massaged those numbers from even worse ones.

    In any case the market REALLY wants to stay optimistic. I can't help but feel like it's a perky gym worker trying to rally an exhausted cardio class.

    > S&P 500, Nasdaq climb on tech boost, investors take labor data in stride. https://www.reuters.com/business/sp-500-nasdaq-futures-inch-lower-after-rally-labor-data-focus-2026-01-07/

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:39 JST Jack William Bell

      Tuesday 1-6 #bubblewatch

      Stolen oil fever still pushing market values high, but today there is unwarranted optimism about the upcoming jobs report as well.

      > Tech, healthcare extend Wall St rally in jobs-report week; Dow at record high. https://www.reuters.com/business/wall-street-futures-muted-investors-pause-after-rally-2026-01-06/

      > "… you've got a new sense of optimism in the market ... this is a week where we're going to get real economic data for the first time in months and that's going to help clear out some of the fog …"

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    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:31 JST Jack William Bell

    in reply to

    Monday 1-12 #bubblewatch

    The market is up a bit today, going against the common wisdom that investigating Fed Chair Powell should be of concern. I've seen some people suggesting this is because Big Tech, like Real Estate, loves lower interest rates because they depend so heavily on debt for operations.

    You will note the Financial sector isn't doing as well – they know the Fed needs to be independent of the Administration.

    > Wall Street indexes gain with tech, Walmart. https://www.reuters.com/business/finance/wall-st-futures-slip-worries-over-fed-independence-financial-stocks-slide-2026-01-12/

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:32 JST Jack William Bell

      Friday 1-9 #bubblewatch

      And (some) tech stocks come roaring back.

      > S&P 500 hits record high as chipmakers lead broad gains. https://www.reuters.com/business/us-stock-futures-subdued-ahead-crucial-jobs-report-tariff-ruling-2026-01-09/

      This back and forth, up and down, is so headspinning. It's probably best to think of it as an example of a confused market searching for stability, but instead lurching back and forth between different industries and market segments. This is *not* a stable market.

18. Embed this notice
    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:28 JST Jack William Bell

    Grrr. Fixing the thread again!

    Wednesday 1-14 #bubblewatch

    Most market sectors recovered from yesterday's declines, with the exception of Financial and Tech. The Financial losses have a clear reason (see up-thread), but Tech stock valuations wouldn't be affected by that. For now I'm assuming it's more early #AI #bubble investors moving their profits to safer investments, like arms manufacturers.

    > Wall St skids after mixed results from big banks; tech stocks retreat. https://www.reuters.com/business/wall-street-futures-decline-ahead-big-bank-earnings-2026-01-14/
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    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:25 JST Jack William Bell

    in reply to

    Friday 1-16 #bubblewatch

    Mixed trading today. Tech values still buoyed by chipmaker profit predictions … and chipmaker profit predictions still based on assuming the #AI #bubble keeps expanding.

    Anyone who thinks the market is always rational has a hole in their head.

    > Chip stocks lift S&P 500 in volatile trading ahead of long weekend. https://www.reuters.com/business/wall-st-futures-rise-chipmakers-advance-end-choppy-week-2026-01-16/

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:26 JST Jack William Bell

      Thursday 1-15 #bubblewatch

      And today Finance and Tech sectors are recovering as well. In the case of Tech, this is mostly because chipmakers are predicting record profits this year because of #AI. So it's really just more #bubble talk and some segment of the market is still believing it.

      > Wall Street rebounds as banks gain following results; chips rally with TSMC. https://www.reuters.com/business/wall-st-futures-rise-tsmc-sparks-semiconductor-rally-financial-earnings-deck-2026-01-15/

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    Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:17 JST Jack William Bell

    in reply to

    MORE:

    Here is a helpful explainer from 2024 on how USA Treasury bonds work and how things can go wrong if bond buyers decide the USA is *not a good investment*.

    > How to tell if the US Treasury is having trouble borrowing in the bond market. https://www.brookings.edu/articles/how-to-tell-if-the-us-treasury-is-having-trouble-borrowing-in-the-bond-market/

    What this article doesn't cover in-depth is what happens if that day comes. The answer is simple: the dollar crashes and the USA economy goes off a cliff. Most likely dragging the rest of the world along with it.

    • Show all 4 replies
    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:20 JST Jack William Bell

      in reply to

      When the market as a whole looks bad money tends to flee to blue-chip Industrial and Energy stocks. Right now the biggest single sector of the market is the #AI #bubble. And major holders of AI stocks include European retirement and sovereign funds. So if the market looks hinky to them they now have two good reasons to sell and sell quickly.

      Meaning, even if it's only those stockholders selling, the AI sector tumbles.

      So, will the bubble pop this week? I don't know.

      [contd]

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:21 JST Jack William Bell

      in reply to

      Why? Because all European countries together hold more USA Treasury bonds than even China. If they pull out it could devastate the USA bond market and not just for Treasury bonds.

      But it gets worse. If bond values tank from this we could see all foreign AND DOMESTIC bond holders trying to get out before values completely flatline. Think bank run, but on the entire country.

      (This is bad for my own investments!)

      And I'm not done yet…

      [contd]

    • Embed this notice
      Jack William Bell (jackwilliambell@rustedneuron.com)'s status on Saturday, 25-Jul-2026 04:36:22 JST Jack William Bell

      So, first two things: The dollar is taking a bath and USA stock futures (to be settled tomorrow morning) are tanking.

      This doesn't bode well for the market tomorrow, but could lead to bargain hunting driving prices back up. HOWEVER…

      However, USA Treasury bonds have been doing badly lately, with rising yields and not enough takers. And now we have European countries threatening to pull their money out of the USA bond market.

      This is bad. This is really bad.

      [contd]