Yavaš yavaš 🍯🇬🇷
Even Turks now appear to be calling for Greece’s territorial waters and national airspace to be aligned at 12 nautical miles, as permitted under customary international law and consistent with the Chicago Convention.
It is unacceptable for an EU member state to be threatened into maintaining a reduced territorial sea at 6nm simply to accommodate a rogue neighbour.
✅The solution is clear: 12 nautical miles at sea and in the air.
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🇬🇷 МАМУТСКА ИНВЕСТИЦИЈА од речиси 200€ мил. (10 милијарди ден.) во дитики Македонија на само еден здив од границата. Цели кон екстровертност и извоз во 🇲🇰🇧🇬🇷🇸🇽🇰🇧🇦🇦🇱🇲🇪
Στα θετικά:
🔵Επενδυτικό μπαράζ στη Βόρεια Ελλάδα με έμφαση σε νέα προϊόντα και εξωστρέφεια
🔵ΜΕΒΓΑΛ, Wonderplant, Τόττης και Ξινό Νερό ποντάρουν σε εξωστρέφεια, καινοτομία και αύξηση παραγωγικότητας
ot.gr/2026/08/29/epixeirisei…
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🇬🇷🇹🇷
Το θέμα σε μια διαμάχη με την Τουρκία δεν είναι αν θα αιφνιδιαστούμε, αποδεδειγμένα όπως έχουν αποκαλύψει τα γεγονότα του 2016 & 2020 διαθέτουμε δίκτυο πληροφοριών για το τι συμβαίνει στη γείτονα το ερώτημα είναι αν θα ενεργοποιηθεί η αποτροπή και η ισχύς / κανόνες εμπλοκής
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RT @EEmerson14: Crete is around 26 times larger than Malta. Cyprus is 29 times larger than Malta. Malta and Sicily have an EEZ; however, ac…
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klar ino 🏛️🚀 retweeted
$KRKNF is one of the few positions I genuinely sleep well at night with..
Not because it’s not volatile, it clearly is. But because underneath the noise this is a company executing, scaling,and lining up real catalysts.
Orders keep coming, margins improved, Covelya is about to transform the business but let’s be honest, that’s not even the main event.
The real unlock is still ahead: TSX (and eventually NASDAQ) uplisting.
That’s when this stops trading like a niche small-cap and starts attracting serious capital.
Until then, it’s just volatility around a story that’s quietly getting stronger.
Anything below <$6 is a gift..
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klar ino 🏛️🚀 retweeted
$AMD delivered.
Initial commentary is exactly as I expected:
- GPU demand remains strong.
- High-end CPU demand is surging.
- MI450 and Helios will exceed expectations.
We’ll likely see Q2 growth driven by CPU ramp and smaller scale GPU deployments. H2 will see larger scale deployments with Helios ramp, so we’ll see further acceleration.
$100 billion revenue is coming by 2028.
Long $AMD.
$AMD Q1’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $10.25B (Est. $9.89B) 🟢; +38% YoY
🔹 Adj. EPS: $1.37 (Est. $1.28) 🟢; +43% YoY
🔹 Data Center Revenue: $5.8B (Est. $5.6B) 🟢; +57% YoY
🔹 Adj. Gross Margin: 55% (Est. 55.06%) 🔴; +1 ppt YoY
🔹 Data Center now the primary driver of revenue & earnings growth
Q2 Guide:
🔹 Revenue: ~$11.2B +/- $300M (Est. $10.52B) 🟢; +46% YoY at midpoint
🔹 Adj. Gross Margin: ~56% (Est. 55.25%) 🟢
Segment Performance:
🔹 Data Center: $5.8B; +57% YoY
🔹 Client & Gaming: $3.6B; +23% YoY
🔹 Client: $2.9B; +26% YoY
🔹 Gaming: $720M; +11% YoY
🔹 Embedded: $873M; +6% YoY
Other Metrics:
🔹 Meta & AMD: Plan to deploy up to 6 GW of AMD Instinct GPUs
🔹 Meta: First 1 GW to be powered by custom AMD Instinct MI450-based GPU
🔹 Meta: Lead customer for upcoming 6th Gen AMD EPYC CPUs, “Venice” and “Verano”
🔹 AMD & Samsung: Collaborating on HBM4 supply for AMD Instinct MI455X GPUs
🔹 AMD & TCS: Co-developing AMD Helios-based rack-scale AI infrastructure
Financials:
🔹 Adj. Operating Income: $2.54B; +43% YoY
🔹 Adj. Operating Margin: 25%; +1 ppt YoY
🔹 Adj. Net Income: $2.27B; +45% YoY
🔹 GAAP Gross Margin: 53%; +3 ppts YoY
🔹 GAAP Operating Income: $1.48B; +83% YoY
🔹 GAAP Net Income: $1.38B; +95% YoY
🔹 GAAP EPS: $0.84; +91% YoY
Commentary:
🔸 “We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth.”
🔸 “We are seeing strong momentum as inferencing and agentic AI drive increasing demand for high-performance CPUs and accelerators.”
🔸 “Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand.”
🔸 “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations and a growing pipeline of large-scale deployments providing us with increasing visibility into our growth trajectory.”
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klar ino 🏛️🚀 retweeted
The United States Space Force awarded up to $3.2 billion in contracts to 12 companies to develop space-based missile interceptors, part of Golden Dome missile defense program backed by Trump.
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- A core NATO ally with S400 and 1M of Russians since 2022
- A country that weaponized migration on 2015 and 2020 in Evros (u remember u were head of EU Council)
-An energy corridor of the dictatorship of Azerbaijan
-A pariah state funding ISIS and Al Nusrah
.@vonderleyen: Türkiye is:
- a core #NATO ally,
- a key migration partner,
- an energy corridor,
- a major defence actor on Europe’s flank,
- and a serious regional power.
Europe doesn’t get stronger by applying double standards or simplifying reality.
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Cyprus should have its 👀 wide open 🇬🇷🇨🇾🇬🇷🇨🇾🇬🇷🇨🇾🇬🇷🇨🇾🇬🇷
Turkey has been quietly preparing for a war, with Israel the primary target
nordicmonitor.com/2026/04/tu…
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DO NOT HAVE ILLUSIONS
Turkey is aligned with Israel...historically
US Ambassador to Türkiye Tom Barrack:
Israel aligned with Türkiye, like Israel aligned with Abu Dhabi, like Saudi Arabia could be aligned with Israel—and for the prosperity of the Israeli people, to me, that's the answer.
So I think this rhetoric is going to go away. Türkiye is not a country to be messed with.
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🇭🇺
🇷🇺🇺🇸🇮🇱🇹🇷🇲🇰🇷🇸🇸🇰🇨🇿
Putin, Trump, Netanyahu, Erdogan, Fićo, Babiš, Vučić, Mičkoski (Gruevski) all won't sleep tight tonite..as they lost an important asset.
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🇪🇸🇮🇱 Spaniards are historically anti Jews.. due to the Arabic/Semitic past, they have also a drink called "matar judíos"...👇
PS. In 2026 hatred against the far-right gov in 🇮🇱 who have turned the country into a "pariah state" is totally justifiable.
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🇮🇱🇺🇸 blew IMEC up 💥
NEW SUBSTACK!!
New Delhi, September 2023. Under a canopy of chandeliers, leaders from India, the United States, Saudi Arabia, the UAE, France, Germany, Italy, and the European Union signed a memorandum of intent. The India–Middle East–Europe Economic Corridor (IMEC) was unveiled as a “modern spice route” – a network of railways, shipping lanes, and digital cables meant to outflank China’s Belt and Road Initiative and bind India to the Gulf and Europe through the logic of the Abraham Accords. The air smelled of ink and ambition......
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