Loki

@MrBellows shit aint that deep fam

“You can pick your friends, you can pick your nose, but you can’t pick your friend’s nose.” Timeless wisdom that grows on you the more you think about it. You understand it immediately as a 6 year old, but as you get older there is a lot more nuance to the advice.

@OptimusDelta @yianisz I am interested

@yianisz There are emering bottleneck sectors that are 100% undiscovered if you do the work. Vigo Photonics on the Warsaw exchange is a prime example. EO/IR FPA sensors are the next bottleneck for the defense sector. I've got a lot of DD work on VGO if you're interested.

Photonics is real but the easy trade is gone. $LITE, $AAOI, $COHR already priced the obvious bottleneck (lasers, transceivers). Great businesses… but crowded and expectations are stretched. I’m looking one layer deeper.. for example $MTSI, $MRVL quietly taking a cut of every bandwidth upgrade without the same crowding. Then it gets more interesting. $AEHR is the picks-and-shovels angle most people still underestimate. If SiPh ramps, testing demand isn’t optional. Everyone talks chips, nobody talks where photonics is actually built $TSEM.. $POET, $ALMU.. high upside, but still early. Execution risk is real, timelines slip, and the market won’t be patient forever. $CIEN, $FN, $GLW.. boring, but they win if this scales. No story needed. And if CPO actually hits? The real upside probably isn’t even public yet. Everyone’s chasing what worked… I think the next move is one layer deeper.

@TheCinesthetic Annihilation

A movie that's in your top 25 list but unlikely to be in anyone else's?

@Ben__Rickert @grok verify this

Samsung in South Korea has just launched a solid state silver carbon anode battery with a 900 mile range and 9 minute charging. This will make the current lithium ion battery paradigm irrelevant. There is already a structural mining deficit in silver. This shift represents a fundamental change in demand.

@stevosplace01 @ATruth4You @nexta_tv wtf are you two even on about

@ATruth4You @nexta_tv Yep, the govt got some nut to run around starting fires

🌪️🔥Australia is facing a real natural disaster — massive wildfires have engulfed the country More than 50 fires are burning along the southeast coast, especially in New South Wales. The highest level of evacuation readiness has been declared. 1,500 firefighters and 300 units of equipment have been deployed, and hundreds of thousands of people are being evacuated.

@WestCoastEagles This was so lame

That's right! The Retro Navy Jacket is BACKKKKK 🪩 Members, you have access right now! Shop via ➡ eagles.wce.au/RetroJacket General public and fans will have access from tomorrow at 9am (Friday 28th)

@WestCoastEagles We might never lose again

day one ☝️

@MANSAM642407 @FOXFOOTY Because he is pictured

PHANTOM DRAFT PICKS 11-26 Picks 11-26 in our Phantom Draft sees five more matched bids, while the Bombers nab a total of four young guns in the first round. FULL FIRST 29 PICKS HERE >> bit.ly/48hSGZV

@DemoniacoASX @gibbonwalk I'm aware of that, Dave said their tech doesn't work on military drones. What does he mean by this?

@lokipl0x @gibbonwalk Fiber optic drones prevent a lot of anti drone tech. Basically a drome hooked up to a wire. Been in use for a while now. Whether $DRO tech works, not sure.

The copium on Hotcopper about $DRO is fucking mental. Head in the sand and proud of it..

@gibbonwalk @DemoniacoASX Is this true?

@DemoniacoASX The amazing thing is not one of these ‘investors’ has twigged that droneshield products don’t work against military drones. lowyinstitute.org/the-interprete…

@AFL This is a disgrace

Shaking up the premiership race 🏆 Two wildcard finals will be played across the traditional pre-finals bye weekend in 2026: afl.com.au/news/1451972

@SalvadorMaurice 0.7m ...

$LRD ILGARARI DRILLING EXTENDS #COPPER #LODES, HIGH-GRADE HITS UP TO 4.59% Cu Results validate earlier visual #copper reports and support additional exploration activities targeting a Phase 2 program at Ilgarari…

@SmallCaps_asx Aged poorly

Reeeeee again bombastic

@LeicesterNAP lesgo

LUMP JOB LINED UP FOR TOMORROW🐎 It’s been months but the return of the ⭐️⭐️⭐️⭐️⭐️ NAP is finally upon us. Form in the book and hearing she’s absolutely flying at home. EVERYBODY who likes/comment on this post will get it in their DM’s this evening. (must be following) 🐎🐎🐎

$CCJ now $57 ..with #Uranium $84 = Testing $107🤑

Id add to $CCJ at $30 ..and hold for a #Breakout over $33 #CCJ will follow #Uranium prices Up over $80 ..into 2024 #EV #Batttery Energy #Storage = Demands Nuclear growth

Amazon Web Services is investing over $500 million in nuclear power, announcing three projects from Virginia to Washington State. Read more: cnb.cx/3UbsZTj

@Folken911 Didn't go well did it

$hsi #China #stimulus $KWEB $FXI $MCHI $DRAG $BABA $tcehy $jd $bidu $NIO $BYDDY $XPEV $XIACY $GELYF

@lacking_sec12 Are you positive on the company?

$NWF Tea time soon?

@MrBellows $QNT for you and for me