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ruoshuiresearch.bsky.social
Ruo Shui
@ruoshuiresearch.bsky.social
2.2K followers 200 following 6.7K posts
stay hydrated

https://ruoshui.substack.com/
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ruoshuiresearch.bsky.social
"there's no crowding out"
[Exclusive] Memory Crunch Hits PCs: Dell Hikes Prices 15-20% Mid-December, Lenovo from January 2026
Soaring AI-server memory demand is driving DRAM prices sharply higher—and now PC and notebook makers are feeling the squeeze. Industry sources reveale...
www.trendforce.com
December 5, 2025 at 4:42 PM
ruoshuiresearch.bsky.social
A multi-line chart titled “World – Natural Gas Futures Prices” plots natural-gas futures prices (in USD per MMBtu) from January 2021 through late 2025. The y-axis ranges from 0 to 25 USD/MMBtu. Four futures benchmarks are shown: NYMEX Henry Hub (blue line) – U.S. natural-gas futures Dutch TTF (red line) – European natural-gas benchmark UK NBP (yellow line) – United Kingdom natural-gas benchmark LNG Japan/Korea Marker Platts (green line) – Asian LNG benchmark In 2021–2022, TTF, NBP, and JKM spike dramatically, repeatedly rising above $20–$25/MMBtu, especially during the global energy shock tied to Russia’s invasion of Ukraine. Henry Hub remains far lower, fluctuating mostly between $2–$8/MMBtu, peaking around mid-2022 before declining again. From 2023 onward, all non-U.S. benchmarks fall sharply back toward the $10/MMBtu range and gradually stabilize. By 2024–2025, TTF, NBP, and JKM converge around $10–$12/MMBtu, with modest volatility. Henry Hub stays much lower and flatter, in the $2–$4/MMBtu range with an uptick in late 2025. Source: macromicro
December 5, 2025 at 4:16 PM
ruoshuiresearch.bsky.social
kinda interesting how European gas isn't doing the same
December 5, 2025 at 4:11 PM
ruoshuiresearch.bsky.social
nothing today
ruoshuiresearch.bsky.social Ruo Shui @ruoshuiresearch.bsky.social · Oct 31
Hammack will get first dibs next year (least until May)
ruoshuiresearch.bsky.social Ruo Shui @ruoshuiresearch.bsky.social · Jun 20
not really. Bowman had first dibs before inauguration
December 5, 2025 at 4:03 PM
ruoshuiresearch.bsky.social
Hammack saw the OKLO issuance
ruoshuiresearch.bsky.social Ruo Shui @ruoshuiresearch.bsky.social · 11d
gonna be fun when long end rises again after FOMC
December 5, 2025 at 4:02 PM
ruoshuiresearch.bsky.social
(quality) data is all you need and companies will probably choose distilled in-house models when given the choice
December 5, 2025 at 3:21 PM
ruoshuiresearch.bsky.social
A chart titled “What The Potential Winners Of The WBD Bidding War Could Actually Be Picking Up” shows Warner Bros. Discovery’s annual revenues in billions of dollars alongside the revenue contribution of its major business segments. Left Side: Annual Revenues (Bar Chart) Three vertical blue bars show WBD’s revenue by year: 2021: $34B 2022: $41B 2023: $39B The y-axis ranges from $0B to $45B. Right Side: Revenue Breakdown by Business Segment A wavy split diagram divides WBD into three major units, each labeled with its approximate annual revenue: Networks — $20B Logos shown include CNN, Cartoon Network, Adult Swim, TNT, TLC, Food Network, and Bleacher Report (B/R). Studios — $12B Includes Warner Bros. Pictures and DC Studios logos. Streaming — $10B Shows the discovery+ and HBO Max logos. A footnote states that the segment splits do not include segment eliminations. Source: Chartr and Warner Bros. Discovery.
December 5, 2025 at 2:40 PM
ruoshuiresearch.bsky.social
not a fan of this more persuasion 🤝lower facts pattern
dgrand.bsky.social David Rand @dgrand.bsky.social · 3d
In Science:
www.science.org/doi/epdf/10....

76k UK participants, 707 political issues, 19 different LLMs

What makes LLMs persuasive?
• Model size + personalization matter a bit
• BUT post-training + info-dense prompting increase persuasion far more
• More persuasion → lower factual accuracy
December 5, 2025 at 3:01 AM
ruoshuiresearch.bsky.social
there's probably an oauth update coming for bsky

can access oauth dashboard at bsky.social/account at the moment
anisota.net anisota @anisota.net · 9d
Up until now Bluesky/ATProto OAuth hasn't supported permission scopes, so it's been all or nothing — sadly not something under our control. They are about to release permissions though and we will definitely support those!

You can revoke perms on your PDS by going to /account
December 4, 2025 at 5:36 PM
ruoshuiresearch.bsky.social
😀
December 4, 2025 at 5:33 PM
ruoshuiresearch.bsky.social
*looks at quantum...looks at rates...chuckles*
December 4, 2025 at 3:23 PM
ruoshuiresearch.bsky.social
that's too rational
December 4, 2025 at 2:59 PM
ruoshuiresearch.bsky.social
people might not be checking their mail
December 4, 2025 at 2:52 PM
ruoshuiresearch.bsky.social
check out SNOW too
December 4, 2025 at 2:47 PM
ruoshuiresearch.bsky.social
AMZN/Google in the ASIC basket (also Anthropic)

MSFT kinda in limbo with Maia for now

META/ORCL/NVDA in the other
December 4, 2025 at 2:44 PM
ruoshuiresearch.bsky.social
😬
 David Wessel @davidmwessel.bsky.social · 3d
Dept of No Comment
December 4, 2025 at 2:11 PM