251st Marine Corps Birthday Message

The GPU race is nothing. Wait till you see the "memory" race!

Everyone is watching the GPU race, but another part of the AI infrastructure is becoming increasingly difficult to secure: memory. Elon Musk reportedly described the current memory supply shock as unlike anything he has seen in his lifetime. There is a reason this matters. Micron reported an 87% gross margin in fiscal Q4 2026, reflecting extraordinary pricing power in a market facing tight supply. AI models need more than computing power. They need enormous amounts of high bandwidth memory to process data efficiently. You can have thousands of powerful GPUs, but without enough memory, scaling AI becomes much harder. The next major AI infrastructure bottleneck may not be computing power. It may be memory.

— CHIIIDEX 💔💔 (@chiidex277) November 1, 2026

ESPN's latest poll has the Tigers at #5

 

NEW: Updated ESPN FPI after week 9 of the College Football season📈📉 https://t.co/zykpo9cGWa

— On3 (@On3) November 1, 2026

But the AP & Coaches polls have us at 15! I mean seriously? The SEC commissioner is on crack. The SEC is eating its own while you have teams on both coasts just cruising because they don't face real competition till the playoffs. SERIOUSLY! Look at some of the teams ahead of us and make it make sense!

South Carolina & LSU could be the two most dangerous teams in the country… Texas is too high https://t.co/Les5ghQn8t

— Chase Daniel (@ChaseDaniel) November 1, 2026

An editorial is written saying we need more C-17s. That's wrong. WE NEED modern high speed sealift!

 

The National Interest (here) has an article calling for the production of more C-17s.  The arguments put forward make sense.  Additionally the C-17 has in essence replaced two aircraft.  The C-5 and the old C-141.  Its awesome.  That can't be denied.

But America's military has a preoccupation with air power in all its forms to include logistics.

I blame the Navy for that.  It suffers from that malady too.

For some reason our sea service refuses to look beyond its carriers and destroyers and subs.  Everything else seems to fall by the wayside and that's a huge mistake.

Sealift has suffered and that is the real solution to all of our resupply efforts in all future theaters.

From the NI article.

Air Force C-17s are the linchpin of any major movement of troops and equipment. In the weeks leading up to Operation Absolute Resolve, the seizure of Venezuelan leader Nicolas Maduro from Caracas, open-source data identified 83 C-17 flights arriving at Caribbean bases over a 16-day period. At least 160 transport aircraft were observed moving through Europe, the Mediterranean, and the Middle East in the 13 days before the Operation Midnight Hammer strikes of June 2025.

Impressive yes.  Necessary?  No.  One sealift ship (I'm talking about the soon to be scrapped fast logistics ships) could accomplish the same cargo movement in the same time and with fewer (much) trips.

Take for example the ARC ship shown above.  This is what it did in one lift.

 The ARC Endurance, carrying 1st Combat Aviation Brigade, 1st Infantry Division equipment, helicopters, and vehicles, arrives at the Port of Dunkirk in on March 06, 2021 in support of Atlantic Resolve and Operation Mousquetaire in Dunkirk, France.

This is the seventh Atlantic Resolve aviation rotation and the second rotation for 1 ID CAB. The unit is bringing approximately 1,800 personnel, 50 UH-60 and HH-60 Black Hawks, 10 CH-47 Chinooks, 20 AH-64 Apaches and 1,800 wheeled vehicles and pieces of equipment.

This Atlantic Resolve rotation in conjunction with Operation Mousquetaire at the port of Dunkirk and the Calais Airport offers a unique opportunity for the US military and French allies. An operation of this scale is a truly historic event and offers the ability to demonstrate a shared bi-lateral ability to work side-by-side to receive U.S. Army equipment, stage it, and move it efficiently and safely.

Whole brigades being moved in one lift?  Pretty damn awesome but this ability is being atrophied in the belief that it can be reconstituted from civilian sources in time of war.

I believe that is a huge mistake.

Additionally while everyone grabs at the time factor, in our American way of war we ALWAYS seem to telegraph our punch by takes weeks and sometimes months to get into place.

A war with China will be different but in that instance a logistics bridge of C-17s will not be able to mass enough beans, bullets and bandages to make a difference.

We need to bring back two things for a war with China.  

Prepositioned ships (sorry logistics warehouses are too vulnerable even if you harden them to infinity) and fast sealift transports! 

Open Comment Post. 1 Nov 26

Pavel (reader) has an update from the Polish President on the situation there...

Statement by the President of the Republic of Poland, Karol Nawrocki https://t.co/dzdHoFnw0E

— Kancelaria Prezydenta RP (@prezydentpl) October 31, 2026

Just plain wow. It's weird. I still don't have a handle on what's going on in Poland but whatever it is, its major! Poland has a political crisis. Germany is having rioting from its left wing. France is facing rioting from immigrants. The UK is its usual basket case (telling citizens to NOT trick or treat because it might offend immigrants?). Italy is facing the same issues as France. Oh and everyone is being told to stockpile goods in case of emergency. A little late for an Oct surprise so I guess the powers that be are going year round.

At some point we're gonna have to admit that we're behind in some tech...

This would be great for me to park in 10 secs. 😃 I want one please! https://t.co/F6HlE82I8k

— The Figen (@TheFigen_) October 31, 2026

The Chinese automotive market. Man! They're doing stuff with electric vehicles that would bankrupt US automakers in a year! We don't have to like it. We do have to accept that in some tech we're behind. We don't have to stay behind but we have to at least acknowledge it. The thing that kills me is that all the Western nations are engaging in protectionism to shield their auto industry against this rising giant. That's never the solution. Words need to match deeds. Remove the barriers and opt for free and fair competition. Use tariffs if they have govt funding but blocking the selling of foreign vehicles? Not good. Same for every other consumer product. Additionally, cause its really hurting our defense industry, we've got to face facts when it comes to automation. Workers will never outwork machinery. Our munition plants? We should fully automate them. Aviation industry? Same. Shipbuilding? FUCK YEAH! We've got to face the future and if we're really facing existential threats then we're hurting ourselves by protecting workers against the future. Change my mind.

12th MLR training with JGSDF troops. Have you noticed that the MLR's are pushing infantry training rather than the sea denial mission?

#Marines with 12th MLR and members of the Japan Ground Self-Defense Force participate in force-on-force training as part of Keen Sword 27 at JGSDF Hijudai Maneuver Area, strengthening the ironclad U.S.-Japan Alliance. (@USMC 📸 by Cpl. Skilah Sanchez) https://t.co/CiwWpWtE5o

— 3d Marine Division (@3d_Marine_Div) October 31, 2026

Maybe its happening in the background. Maybe its being broadcast and I'm just not seeing it but it appears that the infantry side of the MLR is being pushed harder than the sea denial side. Additionally it seems that the resupply issue while being worked seems to be intractable. Still think its a bad idea. Still think its on theater specific. Still think that transforming the entire Marine Corps to the sea denial mission is a HUGE mistake but they're dug in.

US warns of mass casualty attack in Moscow???

 

The US warned Russia of a terror attack in Moscow. Russia shut down a palace. The US Embassy went public and named the site: "a credible threat of a mass casualty event" at the Tsaritsyno Museum Reserve. One palace. One street address. One day. Then the FSB told TASS it got the information from the US: a terror attack being prepared in Moscow. "We are taking appropriate action." Russian news agency RIA says the museum and park are temporarily closed and access is restricted. TASS says the reason is "operational measures." Guards told a reporter it was "technical reasons." Now look at March 2024. The same embassy warned of plans to hit large gatherings in Moscow, concerts included. Putin said Western warnings "resemble outright blackmail." 3 days later, 15 days after the alert, gunmen attacked the Crocus City Hall concert venue. 145 DEAD. This time the FSB says it is acting on the warning. Baza, a Russian Telegram channel close to the security services, says the site stays closed for at least 2 days. The day in the alert is now over in Moscow. No attack has been reported so far. No suspect has been named. Share this. Everyone should know about it.

— Taegun Lee (@TGLetter) October 31, 2026

The US has a responsibility to warn of terror attacks in ANY country (at least in my mind) but I have to wonder what group would be planning such an attack. Of course my mind immediately goes to Ukraine but then why would we warn? Then I think that Ukraine might be using Islamic "cut outs" to achieve plausible deniability. Which brings me back to the circle of ... then why would we warn? I just don't know what to think. Could be that its just radicals. Regardless we're still stuck in the land of mirrors and the public will learn in a few years or never.

WTF is going on in Poland????

 Seems like the Poles are going thru some type of crisis I can't quite put my finger on.  The Prime Minister stormed into their version of the Supreme Court or something like that, claiming that they were attempting to overthrow the country.

Man, I just don't know.

If anyone has a clear read on that situation I'd love to hear it.

Open Comment Post. 31 Oct 26

Why I Hate The Democratic Party For Black Americans

Why I Hate The Democratic Party For Black Americans. Thoughts 💭 ⁉️ https://t.co/WXYvo3Ml6V

— BLACK FLAG 🏴🇺🇸 (@FlagBlack007) October 31, 2026

Open Comment Post. 28 Oct 26

Meander Amphibious Tracked Vehicle

It's Not Swim, It's Survival

Open Comment Post. 27 Oct 26

Tony (Reader) brought it up so we're gonna talk about it. Western countries are warning citizens to store food, water and toilet supplies for at least 3 days. What ya'll think is going on?

🚨 5 countries. 6 warnings. 1 week.. 🇯🇵 Japan — on November 2, the day its new Disaster Management Agency opens, the government asks ALL citizens to store food, water and toilet supplies for at least 3 days.. a full week if they can.. the reason is big earthquakes.. 🇬🇧 UK — the new "Be Ready" campaign tells families to keep 3 days of water, canned food, cash and a radio.. the radios are now SOLD OUT.. 🇺🇸 US — the Pentagon wants its bases on US soil to run at least 90 days with no outside supply.. their own power, water, fuel and comms.. the plan is called FORTRESS.. its spokesman says "Power is combat now".. 🇬🇧 UK again — the head of the British Army, General Sir Roly Walker, stood in front of his soldiers at Catterick and told them "our nation is going to need you".. 🇩🇪 Germany — every 18-year-old man gets a military service questionnaire.. skip it and the fine is up to €250.. the first fines have started.. 🇳🇴 Norway — a government press release, titled in plain words.. "3 things you must do to prepare for crisis and war".. and this is its Self-Preparedness Week.. and here's the part that should worry you.. one by one, each of these looks like normal news.. put them in one list and it feels very different.. all of it while the US and Iran are still on edge.. and the one that asks a whole country to stock up hasn't even started yet.. Follow me.. on November 2, open it again and see if the list got longer..

— Taegun Lee (@TGLetter) October 27, 2026

🚨BREAKING: JAPAN WILL ASK EVERY CITIZEN TO STOCK FOOD, WATER AND TOILET SUPPLIES FOR AT LEAST 3 DAYS, IDEALLY 1 WEEK. Britain, France, Germany and the EU have already told their people to keep emergency supplies ready. Here's what's happening: → THE REQUEST: Disaster minister Goshi Hosono will issue an "emergency request" to every citizen, the central ministries and all prefectures on November 2. → 1 WEEK: He wants food, water and toilet supplies at home for "at least 3 days" and, "if possible, 1 week." → ON YOUR OWN: He wants every home able to get by "even without public help." → THE THREATS: a Nankai Trough quake, a quake right under Tokyo, giant quakes along the Japan and Chishima trenches, and a Mount Fuji eruption. → DAY ONE: Japan is LAUNCHING a new Disaster Management Agency that same day, and the request will come on its first day. Think about this. People in Japan saw the headline and asked online if World War 3 was coming. The minister's own list is earthquakes and a volcano. In 6 days, every citizen in Japan gets the same ask: 3 days at least, 1 week if possible. Follow me. I'll post the full request on November 2, the day it goes out.

— Taegun Lee (@TGLetter) October 27, 2026

Wanna know what's going on in the SEC? Watch this vid!

Parity: An SEC Horror Story presented by: @renasant https://t.co/Sd3snHJdHs

— SEC Shorts (@SECShorts) October 26, 2026

Open Comment Post. 26 Oct 26

Stingray UAV is advancing...

Stingray is making moves. The second MQ-25A moved from St. Louis to MidAmerica Airport 📍@BLVairport, where it will undergo final assembly before beginning ground testing. https://t.co/JdvIvOiFT3

— Boeing Defense (@BoeingDefense) October 26, 2026