[Tokyo Tech Translated] grip, supply, and the screen problem

japanese traders on holding through noise while norway bans ai in schools

today's selection circles around a single tension: when to hold, when to let go, and what happens when you outsource the hard part to a machine. one side is traders wrestling with conviction in a mem stock cycle. the other is a policy u-turn that reads like a cautionary tale for anyone betting that ai makes the difficult bits unnecessary.

@pataQKV, holding $DRAM

probably the 30th time i've said this, but buying $DRAM and holding is still the best move. picking a memory stock that's already run this far is hard, but holding is harder. mu earnings could knock it down. google's turboquant efficiency, non-transformer architectures, capex cuts. plenty of bearish headlines are coming. the winners will be the ones who track whether the story actually changed and keep their grip.

source: https://x.com/pataQKV/status/2068240452277723339

@Biz_zatukora, supply and

demand for beginners one thing i told a friend who just started trading stocks. "stocks are supply and demand." the chart is just a visualization of that. skip the noise. if a stock is below the 200-day moving average, it means the price action right now is worse than the average trend over the past year. supply/demand is really bad. the 50-day moving average is the same idea, just over the last two months. the real point: stay away from stocks that look like they're moving poorly. nobody knows what will go up or down and when. but anyone can see whether supply/demand looks good or bad. so if something is below the 200-day or 50-day, it might be stuck in a long downtrend. recovery could be slow. simple enough that i think i'm a genius.

source: https://x.com/Biz_zatukora/status/2068467663358308596

@moeruasia01, norway bans, sweden reverses

norway bans ai in elementary schools, restricts it in secondary too. the reason: "prevent decline in academic ability." "the most important thing in school is for children to learn reading, writing, and arithmetic." meanwhile japan frames ai as "a tool to extend human capability," with the education ministry actively pushing generative ai into primary and secondary education. the giga school program is upgrading every student's device to higher specs. sweden ditched devices and paper textbooks in the 2010s. result: declining academic ability. kids glued to screens, short attention spans, shallow thinking, can't read or write long texts. now they're scrambling back to paper textbooks and handwriting.

source: https://x.com/moeruasia01/status/2068436794073571771

@Mikoko_Neko, dual ops

on a fossil pc i wonder what kind of schedule people who run dual ops on pato and x actually keep. a fossilized pc that takes five minutes per generation makes it pretty tough to manage. but it's absurdly fun.

source: https://x.com/Mikoko_Neko/status/2068262604716618031

the thread between these is quiet but sharp. @pataQKV says the hard part isn't picking the trade, it's holding when every headline screams sell. @Biz_zatukora says the hard part isn't predicting, it's reading the supply/demand that's already visible on a simple line. sweden's story says the hard part isn't giving kids shiny tools, it's making sure they can still think without them. and @Mikoko_Neko, running ai image gen on a machine that takes five minutes per render, is doing the hard part manually and calling it absurdly fun. maybe the edge is in the friction.

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