아이가 이제 6개월이 됐습니다. 어제 처음 1m 정도를 걸어가는데 감격스럽더군요. 전체 계좌가 작년 4월 관세전쟁 종료 후 20프로 폭등했을때와도 비교할 수 없을만큼 벅차올랐습니다.

Following recent pilots, NUBURU (NYSE: BURU) is developing customizable laser dazzlers, from compact 1W units to high-power backpack systems, with initial units planned for customer demonstrations. Patent filings to follow. 🛡️ Tekne's "Tactical Bubble": NUBURU and Tekne are enhancing its electronic warfare capabilities to meet surging counter-drone demand across NATO. @TekneGroup 💻 Orbit is preparing its first defense pilot proposal: operational-resilience software protecting critical assets across the defense & aerospace supply chain. Laser. EW. Counter-drone. Cyber resilience. One platform. 🎯 🔗 nuburu.net | en.tekne.it #NUBURU #BURU #Defense #NATO #CounterDrone #DirectedEnergy #ElectronicWarfare $BURU Powered by Phoenix 🐦‍🔥 MGMT & Consulting PhoenixMGMTConsulting.com PR@PhoenixMGMTConsulting.com

Brazil sells more food to China than most countries sell to the entire world. $53 billion. One route. Soy and beef. The map: sacks = net exporters. Empty bowls = net importers. 30 black lines = the biggest country-to-country food flows on Earth. Watch the arrows. The Netherlands is a tiny country acting like a port for a continent. The US is both a farm and a hungry market. China is the bowl that never fills. Who feeds whom in 2024 — and who would starve first if one line snapped?

JUST IN: Bill Gates warns AI is powerful enough to cause "a billion deaths."

The Trump-Xi State Dinner guest list, per the White House: U.S. + China leadership 🇺🇸 President Donald Trump 🇺🇸 First Lady Melania Trump 🇨🇳 President Xi Jinping 🇨🇳 Madame Peng Liyuan 🇺🇸 Vice President JD Vance 🇺🇸 Second Lady Usha Vance Trump administration Marco Rubio Scott Bessent Howard Lutnick Pete Hegseth Chris Wright Robert F. Kennedy Jr. Linda McMahon Doug Burgum Sean Duffy Susie Wiles Stephen Miller Steve Witkoff John Ratcliffe Russell Vought Lee Zeldin Kelly Loeffler Jamieson Greer David Perdue Chinese delegation Cai Qi Wang Yi He Lifeng Zheng Shanjie Wang Wentao Lan Fo’an Ma Zhaoxu Xie Feng Tang Fangyu Zhou Hongxu Lyu Luhua Hong Lei Cai Wei Mao Ning Zhang Yongchao Tech + AI Elon Musk, Tesla / SpaceX Jensen Huang, Nvidia Mark Zuckerberg, Meta Lisa Su, AMD Tim Cook, Apple Sam Altman, OpenAI Greg Brockman, OpenAI Sergey Brin, Google Sundar Pichai, Google Satya Nadella, Microsoft Jeff Bezos, Amazon Michael Dell, Dell Eric Yuan, Zoom Cristiano Amon, Qualcomm Sanjay Mehrotra, Micron David Ellison, Paramount Skydance Wall Street + finance Jamie Dimon, JPMorgan David Solomon, Goldman Sachs Jane Fraser, Citi Larry Fink, BlackRock Stephen Schwarzman, Blackstone Lynn Martin, NYSE John F.W. Rogers, Goldman Sachs Brad Gerstner, Altimeter Ryan McInerney, Visa Michael Miebach, Mastercard Jeff Yass Industry + consumer Mary Barra, General Motors Kelly Ortberg, Boeing Jim Taiclet, Lockheed Martin Larry Culp, GE Aerospace Darren Woods, ExxonMobil Albert Bourla, Pfizer Bernard Arnault, LVMH Alexandre Arnault Congress + judiciary Chief Justice John Roberts Justice Amy Coney Barrett Justice Brett Kavanaugh Speaker Mike Johnson Sen. Steve Daines Rep. Jason Smith Rep. Richard McCormick Media Bret Baier Laura Ingraham Jesse Watters Trump family + personal guests Ivanka Trump Eric Trump Lara Trump Tiffany Trump Michael Boulos Viktor Knavs Arabella Kushner Miriam Adelson David Sacks Meredith O’Rourke

BREAKING: The U.S. military is now reportedly using high-energy laser weapons in the Strait of Hormuz to shoot down drones and incoming cruise missiles - with some systems operated using modified Xbox-style controllers. The New York Post reports the directed-energy systems are being deployed against Iranian threats at a fraction of the cost of conventional interceptor missiles. The controller technology itself is not new: U.S. laser systems have previously been demonstrated with gamepad-style controls designed to make them easier for soldiers to learn and operate. Defense Secretary Pete Hegseth personally tested one of the systems during a June demonstration at White Sands Missile Range, where directed-energy weapons were used against aerial targets. The lasers are invisible to the naked eye and disable targets by concentrating energy on a small area until critical components overheat or fail. The confirmed deployment highlights the growing link between space and missile defense: U.S. satellites increasingly provide the warning and tracking data that helps terrestrial systems identify and engage incoming threats.

🚨 BREAKING: YEMENIS REBEL aka HOUTHIS HIT ARAMCO IN YANBU AND RIYADH Ballistic missiles and kamikaze drones. Coordinated. Multiple targets. Yanbu: every Aramco storage tank hit. Fires in all of them. Saudi field sources say the flames are out of control. Riyadh: Houthi spokesman Yahya Saria announced a successful strike on a critical facility in the capital. The Yemenis Houthis are not just choking Bab el-Mandeb anymore. They are reaching Aramco on the Red Sea and in the heart of the kingdom. Weeks before US midterms. Days after the East-West Pipeline went dark. Two weeks after Riyadh admitted output is at 1990 levels. Fertilizer. Petrochemicals. Freight. All climbing. Grocery bills are next. Is The tit-for-tat strategy against the Houthis clearly working? Ask the burning tanks in Yanbu.

$TRT EARNINGS RECAP I’ve now gone over the filings and spoke to the team and other shareholders. The results were below expectations on topline due to timing issues. What does that mean? Their customer was going from one platform to another and did no testing or limited testing at some point in the quarter. (My speculation is that $AMD was ramping from MI 450 to MI 500, but this is purely speculation) Management claims that has stabilized and testing levels are back to Q3 levels. I am assuming they’re tapped out on capacity for testing on the original Malaysia factory. It is confirmed that the new factory will be used mostly for testing for their American semiconductor company. (I think $AMD but not confirmed) there’s no guarantee that customer will be testing that much volume with them, but they must feel comfortable investing in the space that it will drive returns. MARGINS: this is very misunderstood by most people. The AI testing business is very low margin. The customer provides the equipment and $TRT tests the stuff. So there’s no expenses from $TRT new factory doubles their Malaysia exposure. EV testing and burn in board are higher margin, but less volume. Q4 26 saw margins recover sequentially due to LESS testing business, which is now normalized. I would expect margins to once again be in the 16-18% range in the next quarter and going forward overall blended all segments. At the current market cap, they have almost $3 a share of cash. If topline really grows as much as management thinks it can and expenses stay flattish as they expect, p/e could look cheap quick. Though again, this will never be a high margin business, one must understand that. FY27 OUTLOOK: they expect all of their segments to grow, testing, EV BiBs and IE. They have a new product in the IE segment targeted for data centers. We’ll know more abt it once orders come in, this is the description: Alternative to chemical washing, for cooling facilities. Would deliver a better solution for the environment and is more cost effective. Additional ROI through lower energy costs. This new product is not needed for the company to grow in FY27. The company expects to operate at a profit going forward. FY26 had a lot of one time expenses like the expansion, stock split, and other updates. The company may start showing non-GAAP earnings eventually to highlight how the business is actually progressing without the one time costs. They expect to gain analyst coverage soon. Once that happens, they may feel more confident in giving out quarterly guidance and etc. They definitely did not think the market would dislike the results as much as they did, so perhaps some changes to how they report things are made quick. Q1 FY27 ends in a week or so. New factory should start contributing in Q2 FY27 so they’re very close to seeing how that progresses. Next quarterly report likely won’t take as long as this one did, but one must be prepared to go without news for a while. Company is excited for their future and CEO didn’t sell any during the run, we’ll see what happens.

Did you end up investing in QTEX?

Greenland Mining Company Plans To Double Size Of Rare-Earth Mine As US Signs Agreement zerohedge.com/geopolitical/g…