Taucro 🌐

I’m long $NOK $NOK not being up at least 30% on this news just lets me know most people are missing the turnaround story, the geopolitical angle and the bet on America. Nokia is 10x-ing photonic chip packaging capacity at its Allentown, Pennsylvania facility. Commercially available by end of Q3. The numbers confirmed from the June 16 release: -- ~$30M Nokia capex, plus ~$4M Pennsylvania state aid and ~$10M federal CHIPS investment tax credit -- 500+ new jobs, nearly doubling the PA workforce -- $500M+ projected economic impact over 5 years -- Part of Nokia's broader $4B US R&D and manufacturing commitment Less than 2% of global semiconductor advanced test and packaging happens in the US. Nokia's Allentown plant is one of the only domestic sites packaging photonic chips into optical modules for AI data centers. Their optical tech can cut energy usage by as much as 75%. This facility came from Infinera. Nokia acquired Infinera in February 2025. Allentown traces directly back to Infinera's decades of work in photonic integrated circuits, coherent optical technology, and domestic optical manufacturing. When people look at $NOK and see a sleepy European telecom equipment maker, they are missing that Nokia absorbed one of the most important US-based photonics manufacturing assets in existence and is now scaling it 10x with government money behind it. The market is still pricing the legacy telecom company. It is not pricing the domestic photonics infrastructure play that Nokia built through the Infinera deal. Reshoring is its own thesis now, and it has government money and a Q3 deadline attached to it. When less than 2% of global ATP happens domestically and Washington wants that number to climb, the few companies that already own US photonics packaging capacity become strategically valuable in a way that has nothing to do with quarterly telecom revenue. It is a $20B+ telecom giant and the Allentown expansion is a small piece of the total business. For a name the market still prices as legacy telecom, getting a domestic photonics packaging franchise with CHIPS Act backing essentially for free inside the valuation is the kind of mispricing I like. The market is misreading this headline. I rather trade the supply chain. Bullish AF $NOK

@EU_Commission You need to sign up on a waitlist and leak your identity to the site Its also on At Protocol so its just Bluesky but you have a special domain

Looking for a new place to debate Europe? Follow our account on W, a freshly launched independent social media network – based in Europe and aiming for open, safer online conversations. Join the conversation - @ ec.europa.eu ℹ️ wsocial.eu

The West Bank recorded 75,163 births in 2025, 7.4% fewer than 2024. Meanwhile, the number of births in Gaza inreased from 38,000 to 50,000. The TFR of Palestine which was 2.82 in 2024 (depressed by the war) climbed to 2.92 in 2025.

@demenishki The Deme porn this drama created was nice though

I was ready to genuinely take this to the ground because of the idea that “why should i ever feel bad being rude to someone who’s a piece of shit”. After some reflection, the thought occurred to me, “do i really want to go as low as him though?” and the answer was no. I said what I said because I personally think there is no scenario that a friend group chooses the side of a fiancé that cheats. I can’t even fathom friends siding with a cheater. However, would I have brought it up if I knew he was suicidal because of it? no. I admitted it in the previous tweets so why didn’t I apologize? “because he’s this and that and blah” but I thought about it and that kinda ideology is quite harmful. I knew it was wrong and I admitted that twice but I didn’t apologize So after reflection, I am sorry. I’m sorry for bringing up a memory that made someone suicidal. It was a low blow even if I didn’t know regardless of whether he was intentionally being a piece of shit. I don’t want to stoop to his level. I rather be better and learn from my mistakes 🧡

$NBIS Analysts are estimating more than $21B in revenue by 2028. For context, the company generated just $530M in 2025. Are we still early?

@KrupaBalija Just like a large % of Americans or people from other developed countries You aren't Bosnian, you're an American

@taucro I wasn’t even born in america dude are you illiterate?😭

I’ve been lying to you guys this whole time I’m not a gay Bosnian dude I’m a 23 year old Japanese women and singer

I have to agree with @leopoldasch – $NBIS and $SNDK seem like the best bets going forward, so I’m building my portfolio around these names. Did a deep dive on $SNDK, helpful for all types of investors. Go check it out on Substack. You can claim your free paid post and build your own conviction. I won’t spoil it for you… but you kinda know where this is headed ⚡️ open.substack.com/pub/rensub/p/s…

@PhotonCap But how?

$SIVE is over 100 SEK

@muixyui @VineedyourhelpV Did people really think that Senegal is gonna win this one?

@VineedyourhelpV senegal has the power to do the funniest thing ever

"who are you cheering for" me anytime a colonized nation score against a colonizer country

@LoneStarLegendX A lot of these victims are usually other Muslims

Islamic Terrorists in Africa chant "Allahu Akbar" as they film mass graves of Christians - right after they slaughtered them in clear defiance of all international law. This is why I don't care about anyone's feelings when I call out Greg Abbott for allowing the Islamic Invasion of Texas and providing them $1 Billion of our tax dollars to 24 Muslim-only schools. I refuse to play 'Red vs. Blue', when we are being conquered by both.

@logan223144 Why wouldn't Gambia root for France when Senegal portrays them as a part of them and not as an independent country?

Why would ANY African country root for France?

@apaolazia @Emarged Mixed people aren't black Brazil is mostly mixed but the mixed people there don't identify as black

@taucro @Emarged black

What’s the percentage of blacks there?

@AstroRose20 @LinkofSunshine Using the word racist as a heavyweight because you have no point

@LinkofSunshine If you see any criticism or complaint about white culture, even the culture of white minorities, as an attack on you personally you might be a little racist sorry to say

Wow? You’re a lesbian who hates gay people? should we tell everyone? Should we throw a party? should we invite bella hadid.

@apaolazia @Emarged Mostly mixed not black

@Emarged it’s mostly all blacks. yes it’s possible. just like botswana

@A_dEEkay23 @YAIZAMAMI They exist for almost as long as Turkish presence of Istanbul

@taucro @YAIZAMAMI Sebta and Mlila lmfao

why are spaniards so mad about being called colonizers damn just accept the truth

@YAIZAMAMI Just LoL

@taucro Cuz canary islands are still a colony

Rising birth rates among women 35 and older have not made up for the declines among younger age groups The situation is even more stark when taking into account the compounding effect If Mom 1 has three children at ages 34, 36, and 38, while Mom 2 has three children at ages 22, 24, and 26—and all of their children are girls who go on to have children at the same pace as their mothers—then 100 years after Mom 1 and Mom 2's birth, Mom 1 would have generated 12 descendants, while Mom 2 would have generated 115 chart via @JBREC @EricFinnigan

BIG: A leaked internal Volkswagen survey of its own board members and supervisory directors paints a grim picture. Six of nine executives surveyed rated the company as "existentially threatened," and the other three called it "strained" — nobody picked "uncritical." All nine anonymously backed a radical strategy change, and they were also harshly critical of VW's approach in China and North America. Source: Spiegel

@YURIpilledangel Maybe there're reasons why they moved out in the first place

If you're north african...why are u supporting any non-north african country over us..🤔