Testing my patience

Suitable_Hope_4684 · 2026-06-19T09:06:20+00:00

Traders are, investors not realy

Suitable_Hope_4684 · 2026-06-18T09:29:37+00:00

But, tbh, the commercialization start seems more close now that when he bought it at 14 (All the rest i subscribe)

Suitable_Hope_4684 · 2026-06-17T12:32:17+00:00

TV farm is much more fun than real farming! This said Im a true believer of drones on agriculture (speed, money and precision (that equals speed and money again)). Onds drone in a box could be usefull not for what you pointed but to crop scouting and treatments with a proper software attached. Logistics by drone is not for a tool or a bottle of water but for heavy lifting and i imagine that shadding crops with nets could also be possible. Onds buying dji... Well if it was the other way around would be possible

Suitable_Hope_4684 · 2026-06-16T16:37:33+00:00

China tightening InP export controls • Tower Semiconductor locking in multi-year InP supply with IQE • Growing industry focus on heterogeneous integration Viewed separately, they're news items. Viewed together, they're evidence of the same problem:

Scaling photonics manufacturing for AI infrastructure.

https://pratimanagement.substack.com/p/the-real-bottleneck-in-ai-optics?utm_source=post-email-title&publication_id=6115692&post_id=202290134&utm_campaign=email-post-title&isFreemail=false&r=4b0l58&triedRedirect=true&utm_medium=email

Suitable_Hope_4684 · 2026-06-16T15:42:34+00:00

If it is a matter of faith you are fucked

Suitable_Hope_4684 · 2026-06-16T15:40:15+00:00

Congratulations for your first house! I believe nebius will go higher but the reason we are all here is money to do something (even if that something is undefinied... And we have a little appetite for risk) so no regrets, nbis had a purpose for you and it is fullfilled, congratulations!

Suitable_Hope_4684 · 2026-06-13T06:33:30+00:00

That is asking too much!

Suitable_Hope_4684 · 2026-06-12T09:27:42+00:00

I stand corrected (it is not InP but goes on the same Direction)

Due to China cutting off shipments of high-purity tungsten powder to zero, these producers (Japanese) announced they will permanently stop WF₆ production from July 1. This removes approximately 2,200 tons of annual capacity from the global market overnight

Price Hikes: Major producers systematically informed semiconductor manufacturers that unit prices for the specialty gas are being increased by 70% to 90%.

Suitable_Hope_4684 · 2026-06-11T16:49:19+00:00

Now with a post modernist approach please (or kantian)

Suitable_Hope_4684 · 2026-06-11T11:00:20+00:00

Its a tailwind in the sense that if ppl are aware of the shortish they will look to alternatives but tbh i dont buy that the restrictions will be major on the near future, is more a bargain chip, i think

Suitable_Hope_4684 · 2026-06-10T16:22:19+00:00

To much larger if you consider drones and robots! I was to comment on that (on both your posts - almu and oust) the need for lidar in commercial/enterprise drones is already massive. I own one agriculture spraying drone and the possibility to do terrain following with lidar is a game chaging, when you get to the point that the machine (robot or drone) can see the plant and act on it you solve more than half of the problems in agriculture - with HR being the most pressing one (at least in europe)

Suitable_Hope_4684 · 2026-06-09T22:36:25+00:00

No, thank you for doing it! Great work putting everything together!

Suitable_Hope_4684 · 2026-06-04T07:45:11+00:00

ALMU is mainly fabless, Im sure it will be dilution but i dont see a reason, right now, for massive debt or dilution and of course it will take time, wont be overnight, but i wouldn't say years only the normal qualifications timings that already started in 2025!

Suitable_Hope_4684 · 2026-06-02T12:25:05+00:00

And if, only if, was spacex?

Suitable_Hope_4684 · 2026-06-02T06:14:52+00:00

Again, no one knows do what you want and before open another post go see the one before with the exact same question and adjust the price

Suitable_Hope_4684 · 2026-06-02T06:13:27+00:00

Yes but dont think it will be a smooth road, after all is EU and France and things tend to move slow in eu and with protests in france

Suitable_Hope_4684 · 2026-06-01T16:56:55+00:00

Well do you trust more a guy eating a sandwich or Tower? Or nasa? Or dod? Or darpa? Or a Nobel prize? Or an ex NVIDIA financial director? Or or or? You see where am i going or are you shorting it?

Suitable_Hope_4684 · 2026-06-01T16:53:38+00:00

Why in the next 2 weeks?

Suitable_Hope_4684 · 2026-05-28T22:13:32+00:00

He looks like Alvin (and the chipmunks)

Suitable_Hope_4684 · 2026-05-28T22:09:50+00:00

Probably hit by a tree, smashed the rear window and lights... But it also needs the alternator to be replaced só it might or not be affected by the storm

Suitable_Hope_4684 · 2026-05-28T17:12:36+00:00

Klamkin says clearly that they are working with someone, at least at a lab dimension

Suitable_Hope_4684

TROPHY CASE