Cricket & Stocks mostly. AI, Quantum, EV, FinTech investor pissin’ time at the cricket🇦🇺🏏Wine snob🍷Avid reader📚Clean energy advocate☀️🔋🌏Beach living🐚🏝️

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“I’ll just be in my room for a wee while, Darl…” 🥃📚🌿
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$20K $VOO $10K $VEA $10K $VWO $10K $VYMI $10K $QQQ $10K $QQQI $10K $GLD $10K $XLE Covers SP500, Dev Mkts ex.US, EMs, High Div ex.US, Nasdaq100, Mthly high income, Gold & Oil hedges. Then speculate $10K in AI, Quantum, EV, Robotics, Drones.
Should your first $100,000 be invested in an index fund before you invest in individual stocks ?
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99% of investors should dollar cost average into index funds and call it a day.
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You can't beat him.🤣🤣
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Architecture, Queensland, Australia 🇦🇺
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NVIDIA SAYS EVERY SUPERCOMPUTER WILL BECOME A QUANTUM SUPERCOMPUTER. HERE'S WHAT THAT LOOKS LIKE. Today NVIDIA named the first quantum computer going into its flagship quantum research center and it's IonQ's Superion 256, installing next year. The Superion sits alongside NVIDIA's GB200 NVL72, the rack that runs frontier AI. NVQLink connects them at microsecond speeds. CUDA-Q decides which processor gets which part of the problem. The QPU isn't a separate machine you send jobs to. It becomes another processor inside the supercomputer, next to the CPU and the GPU. The system routes the number crunching to the GPU and the quantum hard pieces, chemistry, optimization, simulation, to the QPU. Eventually the user won't know which processor did which part of the work and that's the finish line. Quantum stops being a destination and becomes a component. NVIDIA's quantum chief, Timothy Costa: "Every supercomputer will become a quantum supercomputer." $IONQ $NVDA $INFQ
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Most of us cannot compute how tectonic a shift this is in this emergent technology but $IONQ and other quantum computing names are catching a bid on the back of this. It’s said quantum is where AI was five years ago. This brings it closer. Long $QBTS $RGTI $LAES $IBM $GOOGL $NVDA
$IONQ demonstrated real-time quantum error correction on a single standard CPU. Tested on up to 408 logical qubits and 31.5M+ quantum operations, the decoder added as little as 0.02% processing overhead while running continuously.
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Impressive vision, superb tech, huge TAM. Liking $LAES here and accumulating a position. Fits neatly into my quantum portfolio of $IBM $GOOGL $IONQ $QUBT $QBTS $RGTI #Quantum Quantum changes EVERYTHING.
SEALSQ–WISeKey Quantum Highway™: A Global Sovereign Infrastructure from Silicon to Quantum and Space The SEALSQ–WISeKey Quantum Highway™ is a physical and digital infrastructure progressively interconnecting our technology centers across Spain, France, Switzerland, the United States and India around a common sovereign chain of trust. The objective is not to develop semiconductors, post-quantum cryptography, quantum computing, photonics, digital identity and satellite communications as separate technologies. We are bringing them together within an integrated architecture in which trust begins inside the silicon, through a Root of Trust, and extends all the way to quantum and space infrastructures. The Quantum Highway began as a European corridor connecting Spain, France and Switzerland. It is now expanding to the United States, including Chicago, and to India, where we are developing sovereign capabilities for the design, testing, personalization and production of post-quantum technologies. 🇪🇸 SPAIN — Manufacturing, Testing & PQC Personalization Spain represents a major industrial component of the Quantum Highway. Murcia, through Quantix Edge Security, brings capabilities in the design, testing and personalization of post-quantum semiconductors. The project represents approximately EUR 40 million, including EUR 19.6 million committed by the Spanish Government through SETT. One of its objectives is to enable the secure injection of digital identities and cryptographic keys directly into semiconductor components. La Línea de la Concepción complements this infrastructure and represents another connection point with the Group’s technology and space activities. Spain therefore becomes one of the locations where technologies designed across the other Quantum Highway centers can be industrialized, personalized and secured before deployment. 🇫🇷 FRANCE — Secure Semiconductors, ASIC, Cryo-CMOS & Quantum France represents a significant part of the design and engineering layer of the Quantum Highway. Meyreuil concentrates SEALSQ’s historical expertise in secure elements, secure semiconductors, embedded PKI and post-quantum technologies. Toulouse and Grenoble, particularly through IC’ALPS, strengthen ASIC and Cryo-CMOS design capabilities required for new generations of quantum systems. The French ecosystem therefore creates a bridge between the design of traditional secure semiconductor technologies and future quantum-computing architectures. 🇨🇭 SWITZERLAND — Geneva, Lausanne and Now Jura Switzerland is becoming a central pillar of the Quantum Highway by combining Root of Trust, PKI, photonics, post-quantum semiconductors, microtechnology, secure personalization and space technologies. Geneva — Root of Trust, PKI & Space Geneva brings together WISeKey, SEALSQ and WISeSat and represents the historical core of our digital trust infrastructure. WISeKey’s Root of Trust and PKI technologies are designed to ensure that a verifiable cryptographic identity can accompany semiconductor components, IoT devices, critical infrastructure and satellites throughout their lifecycle. Geneva also provides the connection with WISeSat, progressively extending this chain of trust into space. Lausanne — Photonics & Quantum Technologies Lausanne, particularly through Miraex, adds the photonics layer required for future quantum infrastructures. These photonic technologies can help bridge microwave and optical environments and support the development of quantum networking, quantum-computing architectures and future satellite-to-ground quantum communications. Jura — Post-Quantum Semiconductor & Cybersecurity Center On September 21, 2026, WISeKey, SEALSQ and the Republic and Canton of Jura announced an MoU aimed at establishing a Post-Quantum Semiconductor and Cybersecurity Center in the Canton of Jura. The project contemplates an indicative investment of CHF 40–60 million over six years to create a sovereign Swiss capability for the design, personalization, testing and secure provisioning of post-quantum semiconductors. At the heart of this infrastructure will be SEALSQ technologies, including the QS7001 Quantum Shield, with planned capabilities covering: Cryptographic Root-of-Trust Injection → Secure Firmware Personalization → Semiconductor Testing → Certification → ASIC Design The center is intended to combine SEALSQ and WISeKey technologies with Jura’s longstanding industrial expertise in microtechnology, precision engineering, quality control and traceability. The announced objective is to create approximately 40 direct jobs during the first two years, 150 within five years and more than 250 over the longer term, with at least 60% of positions expected to be held by residents of the Canton. Importantly, the Jura project draws directly on the model being developed through Quantix Edge Security in Murcia. This demonstrates one of the fundamental principles behind the Quantum Highway: instead of concentrating critical infrastructure in a single country, we are developing interconnected sovereign capabilities across trusted jurisdictions. The Jura center could also explore opportunities associated with Swiss industrial programs and armasuisse, where secure semiconductors and ASIC technologies are relevant to secure communications, avionics, sensors, defense and space applications. The Swiss Quantum Highway corridor therefore becomes: Geneva — Root of Trust, PKI & Space ↕ Lausanne — Photonics & Quantum ↕ Jura — PQC Semiconductor Personalization, Testing & ASIC This connects Switzerland’s expertise in cryptography and digital identity with its longstanding leadership in microtechnology and precision industry. 🇺🇸 UNITED STATES — Quantum Made in USA The Quantum Highway also crosses the Atlantic to connect with the United States. Chicago, through EeroQ, adds a quantum-computing technology based on electrons on helium. The contemplated integration with SEALSQ’s post-quantum and Root of Trust technologies is intended to extend the same trust architecture into future quantum computers. This infrastructure is part of the Quantum Made in USA strategy, aimed at developing sovereign U.S. quantum capabilities while remaining interconnected with the broader Quantum Highway ecosystem. 🇮🇳 INDIA — Sovereign Semiconductor & Space Infrastructure India represents the Asian extension of this infrastructure. Through SEALKAYNESQ, the joint venture between SEALSQ and Kaynes SemiCon, the objective is to develop sovereign Indian capabilities for Custom Design, Testing and Secure Personalization of post-quantum semiconductors. The center in Sanand, Gujarat, is intended to enable local personalization of quantum-safe components and the integration of PKI and post-quantum cryptography directly at the silicon level. The cooperation goes beyond semiconductors. WISeKey, WISeSat and SEALSQ are also working with Kaynes Space Technology to integrate SEALSQ’s PQC technologies and WISeKey’s Root of Trust into WISeSat satellites manufactured in India. 🛰️ WISeSat — Extending the Quantum Highway into Space WISeSat adds the orbital dimension to the Quantum Highway. WISeSat satellites progressively integrate SEALSQ post-quantum technologies and the WISeKey Root of Trust, allowing secure digital identities to extend from semiconductor components to satellites and connected devices on the ground. The next stage is the Quantum Spatial Orbital Cloud — QSOC, developed by SEALSQ and WISeSat. The Quantum Highway therefore becomes more than an infrastructure connecting terrestrial technology centers: space itself becomes another layer of the quantum architecture. One Global Quantum Highway The industrial logic can be summarized as follows: 🇪🇸 Spain — Manufacturing & PQC Personalization ↕ 🇫🇷 France — Secure Semiconductors, ASIC & Quantum Design ↕ 🇨🇭 Switzerland — Geneva / Lausanne / Jura — Root of Trust, PKI, Photonics, PQC Semiconductor Personalization & Space ↕ 🇺🇸 USA — Quantum Computing ↕ 🇮🇳 India — Sovereign Semiconductor Manufacturing & Personalization ↕ 🛰️ WISeSat — Quantum-Secure Space Infrastructure A semiconductor can therefore be designed in France, personalized and secured in Spain, Jura or India, receive a cryptographic identity protected by the WISeKey Root of Trust and PKI, connect to photonic and quantum technologies in Switzerland or the United States, and ultimately be integrated into the WISeSat space infrastructure. This continuity is what differentiates the Quantum Highway from a simple collection of R&D centers. We are progressively building a sovereign, distributed and interconnected industrial infrastructure, linking semiconductors to post-quantum cryptography, quantum computing and ultimately space. Official Announcements and Full Links 🇨🇭 NEW — Canton of Jura: Official announcement by the Government of Jura, September 21, 2026 jura.ch/fr/Autorites/Adminis… 🇨🇭 SEALSQ/WISeKey — Post-Quantum Semiconductor and Cybersecurity Center in Jura sealsq.com/investors/news-re… 🌐 Quantum Highway™ — Global Architecture sealsq.com/investors/news-re… 🌐 Quantum Highway™ — Expansion of the Spain–France–Switzerland–USA Hubs sealsq.com/investors/news-re… 🇮🇳 India — WISeKey/WISeSat/SEALSQ Cooperation with Kaynes wisekey.com/press/wisekey-to… 🛰️ WISeSat/SEALSQ — Quantum Spatial Orbital Cloud (QSOC) wisekey.com/press/wisekeys-s… 🛰️ QSOC — Quantum Orbital Infrastructure wisekey.com/press/wisekey-an… 🛰️ WISeSat — Satellite Powered by SEALSQ Post-Quantum Technology wisekey.com/press/wisekeys-w… From Silicon to Quantum — and from Quantum to Space With the integration of Jura, the Quantum Highway significantly strengthens its Swiss axis: Jura ↔ Geneva ↔ Lausanne ↔ WISeSat / Space and its international interconnection: Spain ↔ France ↔ Switzerland ↔ USA ↔ India ↔ Space The ambition of the SEALSQ–WISeKey Quantum Highway™ is to build a sovereign chain of trust extending from silicon to the qubit, and from the qubit to space. One Highway. One Root of Trust. A Global Sovereign Quantum Infrastructure.
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🐂🇦🇺🏏 150👏🏼
This season, we celebrate 150 years of Queensland Cricket. From our first delegates meeting in 1876 to today, generations of players, volunteers and communities have shaped the game we love. Learn more here 👉 bit.ly/4hgE4NY
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Had a massive row with the wife yesterday and she threw five cricket balls at me. I told her if she throws one more, it's over.
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$AAPL $NFLX iPhone Duo looks incredible. This is gonna fly 🍏💰
Javier Lacort
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Downtown Josh Brown always gets it 🎯👌🏼🍏📲 $AAPL
Josh Brown on Apple's Foldable iPhone📱 @Downtown @CNBC
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Wall Street MMs can bar code it into tight ranges and screw retail options dilettantes again and again until real volume comes into the stock from a dual primary listing via Stock Connect. It’s inexcusable that $NIO is dragging its heels setting this up. Asking for punishment.
I challenge you to give me one good reason to justify $NIO at $3.8 Yes, we had a ~75% dilution. But the price contracted 82%. Furthermore, the company is beating record on deliveries, BaaS , Margins and produces chips. When does it become ridiculous?
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“The WIFI password is on the back of the router” The back of the router:
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Solid print. Fundamentals showing strength on strength. Criminally undervalued here. BUY ✅ $NIO
$NIO Q2'26 — OPERATING LEVERAGE IS SHOWING UP. 🚀🔥 📈 Revenue: $4.74B — +69% YoY 🚗 Deliveries: 107,658 — +49% YoY 💰 Vehicle margin: 18.5% vs 10.3% 📊 Gross margin: 18.4% vs 10.0% 🔥 Adj. operating profit: +$30.5M 🏦 Liquidity: $8.4B 💵 Operating cash flow: POSITIVE This is no longer just a revenue growth story. Scale is starting to translate into operating leverage. ⚡ Let's break down the quarter. 🧵👇 $NIO #NIO Follow @NIO_Romania 🇷🇴
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Solid print out of $NIO today. High margin ES8 and ES9 dominating already. Giveaway SP here. BUY ✅ #NIO #EV
$NIO Q2 2026: Strong numbers. 👀 🚗 107.7K deliveries (+49% YoY) 💰 Revenue $4.74B (+69%) 📈 Gross margin 18.4% vs. 10% last year 🟢 Adjusted net profit $3.8M 💵 Cash & investments $8.4B The turnaround is real. 🚀🟢 ir.nio.com/news-releases/new…
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Captain CricStocks retweeted
BREAKING: Canada renames the United States.
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GOLD 🪎🏏
The 12th Man 🇦🇺🏏🎙️💿📻 Wired World of Sports (1987) 12th Man Again! (1990) Still the 12th Man (1992) Wired World of Sports II (1994) Bill Lawry... This Is Your Life (1997) The Final Dig? (2001) Boned! (2006)
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