AlexJ

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AlexJ

AlexJ

@AlexJ_GF

Évadé physiquement du Makronistan #Frexit #RéférendumFrexit #LaRéunion #Alicante

France Katılım Ekim 2016
421 Takip Edilen1.4K Takipçiler
Guillaume Herblot 🎖️
Pour ceux qui se posent des questions. Rn et divers droites je les ai mis en bleu. Cela est plus marquant.
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Guillaume Herblot 🎖️
J’ai volontairement changé la couleur du brun en bleu ce soir… et ça claque ! 💙 Preuve que la France est définitivement à droite! Les bobos des grandes villes peuvent pleurer, la vraie France profonde a parlé : fini le marron, place au bleu patriote ! On continue, le vent tourne et il est bleu! 😂🇫🇷🔥 #Municipales2026
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Idriss J. Aberkane Ph.D x3
Idriss J. Aberkane Ph.D x3@idrissaberkane·
Trump a déclenché la Troisième Guerre Mondiale par peur de voir son nom révélé dans les dossiers Epstein et aujourd’hui le voilà quand même placardé partout… …pour éviter le chantage il lui suffisait de se déclarer malade et épuisé comme le Pape Benoît XVI et de passer la main à JD Vance …il aurait pu sauver le monde en allant jouer au golf…
Melanie D'Arrigo@DarrigoMelanie

“He raped me.” “Donald J Trump had raped her along with Jeffrey Epstein.” “She was found with her head ‘blown off’… there was no way it was a suicide.” …directly from the Epstein files.

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AlexJ
AlexJ@AlexJ_GF·
@PhilConte007 @edouardhusson Peut-être que Netanyahu veut laisser croire aux analystes iraniens qu'il est mort, afin qu'ils ne cherchent plus à le tuer, tout en rassurant sa base israélienne qui aurontvu les vidéos de Bibi aux infos.
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PhilConte 007
PhilConte 007@PhilConte007·
À 0.24 Netanyahou porte une alliance à l'annulaire de sa main gauche et à 0.48, cette bague a disparu. Nous sommes à nouveau en présence d'une vidéo réalisée par IA et c'est la troisième de suite... Que cela signifie-t-il ? Est il mort ? Malade ou blessé ? Ou a-t-il quitté le pays laissant ses compatriotes à leur triste sort ? 😳🤔
Benjamin Netanyahu - בנימין נתניהו@netanyahu

שומרים על ההנחיות ומנצחים ביחד >>

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AlexJ@AlexJ_GF·
@MartinZ_uncut Quid en cas d'insuffisance rénale (stade 3a) ?
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Martin Zizi
Martin Zizi@MartinZ_uncut·
Mebendazole, Febendazole, IVM et cancers Il existe pas mal de publis a ce sujet 1. Il y a des protocoles différents - celui de Makis ou autre le principe c'est - de prendre une dose plus élevée que la dose anti-helmintique (vermifuge) - de le faire pdt 15 jour - 3 semaines - de le prendre au matin avec un corps gras (par ex un verre de lait, mais pas obligatoire ) AUCUN danger pour ces doses AUCUN danger pour cette durée Sauf si on etait allergique, mais alors on voit cela a la première dose 2. Il existe plusieurs produits - le mebendazole (aka Vermox) - l'Ivermectin (aka Stromectol) ou le - febendazole - ce sont au depart des produits contre des vers parasitaires ou la gale. 3. En général, ils associent 2 produits mais si par exemple on a QUE de l'Ivermectine , on peut s'en servir aussi comme adjuvant Car IVM bloque une protéine de membrane qui lpompe (PgP, MDR6) les médocs anti-cancers HORS des cellules cancéreuses, donc qui leur peint de devenir RESISTANTES aux produits Donc cette IVM est utile dans les maladies résiduelles ou en fin de traitement. Il existe aussi pas mal de pubis sur ce sujet Pour IVM- - on doit prendre autour de 18 mg pdt 18-21 jours stopper 2-3 semaines et recommencer Il existe des petits comprimés à 3 mg et des grands a 10 mg - Donc 5-6 petits ou 2 grands par jour sont OK 4. Stopper pdt 2 semaines permet eventuellement de voir un effet sur les marqueurs sanguins. Et évite des surdosages ... et on peut recommencer cela par cures courtes. La plupart des études publies sont des etudes observationnelles, mais certaine datent d'il y a plus de 10 ans,.. et on est en droit de se demander POURQUOI aucune firme ne s'est penché sur ces BONS résultats! On sait qu'elles ne sont pas couteuses en plus!!! Mtn le NIH aux USA va finalement s'en occuper.. Car cela pourrait changer nos thérapies anti cancers
James Luheu@JamesLuheu

Est ce que le protocole Makis n'est pas assez mûr pour à tout le moins informer qu'il existe une solution qui a donné de bons résultats dans des cas avancés (stade IV) ? On peut aussi rappeler au passage que feue Dre J. Budwig avait développé une méthode à priori pertinente.

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AlexJ
AlexJ@AlexJ_GF·
@PerseusLeGrand Si j'étais macronard et que je devais choisir un nom évoquant la grandeur passée tout en introduisant une touche "progressiste" je nommerais ce porte-avions "La France".
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Perseus
Perseus@PerseusLeGrand·
Le nom du futur porte-avions français sera annoncé mercredi. Quel nom auriez-vous choisi ?
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AlexJ@AlexJ_GF·
@KRONIKInsights Dans un tel cas, un pays comme l'Arabie Saoudite pourrait tout simplement se remettre à puiser dans ses importantes réserves souterraines d'eau douce, en attendant la reconstruction des usines de dessalement.
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KRONIK Insights
KRONIK Insights@KRONIKInsights·
🚨🚨🚨 Le professeur Jiang Xueqin, universitaire chinois, affirme que l'Iran pourrait gagner une guerre sans tirer une seule balle s'il le voulait. Il suffirait à l'Iran de détruire les stations d'épuration pour y parvenir. Il n'existe aucune source naturelle d'eau douce dans le Golfe. 60 % de l'eau provient du dessalement. 80 % des denrées alimentaires sont importées. Un seul drone pourrait priver des millions de personnes d'eau. Cibler les installations de production d'eau douce dans les pays du Golfe et en Israël pourrait mettre fin à la guerre plus rapidement.
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AlexJ@AlexJ_GF·
@crux_capital_ Thank you for the tremendous work you do every day. Who is this partner that Aeluma trusts ? And won't this partner try to buy Aeluma in a few weeks ?
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Gaetano
Gaetano@crux_capital_·
How does $ALMU compete with the giants? $COHR $LITE etc. have massive budgets. Aeluma has a small facility and much smaller budget. I got posed this question, along with questions about yield at scale. I took lots of time to write out a response, so I wanted to share my thoughts here as well. Enjoy the read! ... Before digging into the specifics, I think it is important to address the premise of your question directly. The comparison between Aeluma’s R&D budget and the budgets of large photonics companies like Coherent Corp. or Lumentum Holdings assumes that Aeluma is trying to compete with them using the same operating model. As you know, it is not. Those companies spend hundreds of millions of dollars annually because they operate large, diversified photonics businesses. Their R&D budgets support dozens of product lines, vertically integrated manufacturing infrastructure, reliability labs, packaging technologies, and large global engineering organizations. Aeluma is pursuing a fundamentally different strategy. They are not attempting to build a vertically integrated photonics manufacturer that competes with incumbents on manufacturing footprint or R&D scale. Instead, their focus is extremely narrow in developing a specific materials platform that enables compound semiconductors to be integrated directly onto large-diameter silicon wafers. In this model, the value is created in the materials process and intellectual property, not in owning massive fabrication capacity. Once the process is proven and transferred, the heavy manufacturing is handled by existing silicon foundries and manufacturing partners that already operate at global scale. So the relevant question (and where the legitimate bear case could lie) is not whether Aeluma can outspend companies like Coherent or Lumentum on R&D. The relevant question is whether their materials integration process works, whether it can be transferred to production fabs, and whether customers adopt it. With that context, let's look at their operational strategy. I will be using many quotes directly from management as that is defensible and what we publicly know. Alright lets dig in... 1 - Fab Light Strategy They run a fab-light strategy with the goal of ‘infinite’ foundry capacity. Aeluma does not manufacture the entire chip. They state: "We want to be completely fabless". The reason they are currently fab light rather than completely fabless is because the materials deposition step is their core IP, which they "were not ready to transfer or share with a partner" immediately. Instead, their process is to “put the materials down on the substrates and then we send our substrates to our our foundry partners". Because they use standard silicon platforms, they note that "our fab partners have arguably infinite volume". 2 - Commercial Grade Equipment To ensure their small facility can actually transfer processes to massive foundries, Aeluma uses commercial-grade equipment rather than standard university lab tools. "We we've got this R&D site that happens to have a production scale tool that can deposit compound semis on up to a 300 mm substrate". "because we're using production scale tools that are not very different than what the big epi houses have. You could see why it's so easy for us to transfer". They consider themselves the bridge "from lab to fab," allowing them to get the technology "to this level of maturation so you know so that customers and investors are convinced that that production can start relatively soon". 3 - Yields at scale They have proven yields during qualification but are still working on high-volume metrics. They state that "Chips are yielding and performing as we qualify our processes for target markets". Klamkin also notes they have run a "repeatable process x times through a prime foundry partner" and have "already transferred that to more than one foundry. So, so our fabs are already running our processes that we developed internally". They do not claim to have perfected massive yield at scale yet. CFO Chris Stewart explicitly notes that as they bulk up their team to commercialize, they are actively working on "how do you get yields to where they need to be and how do you get the cost where it needs to be". 4 - Outsourcing Material Deposition Aeluma acknowledges their own facility is a constraint for massive scale: "the only bottleneck for large volume is how many of those wafers can we produce?". To solve this without spending hundreds of millions to build their own massive facility, they are outsourcing this final internal step: "we're at a stage where we feel comfortable enough with one of our partners to transfer our process and IP so that they can ramp it up". "Think of a place that has 20, 30, 40 MOCVDs. They're going to be able to ramp up quicker. They're going to be able to do it more cost- effectively than we can". "If and when that happens... then our capacity is infinite. There is no bottleneck for the wafer production or the fab". 5 - Automating the Testing for Scale To handle the scale of wafers coming back from their foundry partners with a small team, they upgraded their equipment. ” more and more wafers are coming back from our fabs now, and we need automated systems to measure them". “We recently procured some real nice automated and semi-automated wafer probes... 6 in, 8 in, 12in wafer probers... full automation that can measure many wafers in a day. We couldn't do that before". 6 - Limiting Scope to the Chip Level & Licensing for Mass Markets To avoid massive capital expenditures, they restrict how much of the final product they build: "We're not going any higher than chip level. So we sell wafers... and we can sell chips and we can support a pretty substantial volume with the supply chain we've already set up". For the massive volumes required by mobile phones, they do not plan to manufacture the product at all. "because of the sheer scale it could very well be that it's more of a licensing revenue opportunity... you're very likely transferring technology to large volume manufacturers and it's licensing". ... Happy to field any questions anyone may have on $ALMU!
Gaetano@crux_capital_

🚨 $ALMU Is it time? A lot has shifted over the last few months First was the fireside chat in December Then it was the earnings call on Tuesday Up to this point, Aeluma has been a ‘cool tech, but it’s a far away story’. I think things are pivoting… Let’s dig in to some of the key points from the call and I really want you to feel the shift in the energy and timing. Also, please share/save this if you find this info valuable! … CEO Klamkin started things off by dropping a bomb. ‘The top four hyperscalers invested more than $300billion in data center Capex in 2025, and this number is expected to surpass $1TRILLION IN 2029…Higher performance is needed, higher volumes are needed, and cost is critical. The Aelume platform wins on all of these metrics’. …. pause for dramatic effect… Again, Aeluma offers high performance, at high volume, with lower cost than incumbents. Of course, they still need to prove a lot of stuff, which we’ll get to. But that is a very powerful statement being made from a very very intelligent human. He then went on to discuss how data centers are important and all, but they represent only 1 of 3 NEAR-TERM target markets that also include mobile and defense. Activities are BUSIER THAN EVER across these markets. (There were lots of these phrases throughout the call. You can feel that the timing is imminent and customers are reaching out to Aeluma trying to figure out how they can get involved). They are witnessing their vision come to life as mobile and consumer electronic OEMs position their supply chains to adopt SWIR sensors. Let’s not miss that point there. OEMS are positioning their supply chains to adopt SWIR. SWIR sensors have been around for many years in different markets. InGaAs (one of Aeluma’s primary semiconductor materials) is the benchmark for SWIR due to its performance. But incumbent InGaAs tech is too expensive and doesn’t scale, making it prohibitive for mass market consumer. ‘If only InGaAs could be lower cost, they would be in every mobile phone, tablet, PC’. Guess who has the ability to make it lower cost…. Bingo! Aeluma. So if the market is getting ready to adopt it… and the incumbent approaches are cost prohibitive… and Aeluma has the solution… You can guess where that story goes. They model their mobile SAM at 2Billion by 2030. If they are the only player in the space for mobile SWIR right now, how much of that 2B do you think they could capture? We will need to wait and see obviously, but they are already hinting at the way in which they would monetize this scale through licensing and royalties He then goes on to say that conversations with key customers have shifted from interest and evaluation to pricing and planning. He then referred to this moment as PIVOTAL when discussing the addition of their new Senior VP of BD&P (who worked at. JDS Uniphase, now Lumentum $LITE). The goal for him is to accelerate the go-to-market strategy and build on the significant customer traction received so far Now, there was the subtle drop about taking sales orders. This is a massive deal. This is the beginning of the transition! While initial orders are small, this is how you get adoption. It shows that they is real interest and real dollars here. A major bear case and concern has always been around chip yield. Klamkin addresses that head on: ‘Chips are yielding and performing as we qualify our processes for target markets’. Great, so no concerns there as far as we know. I’ll leave you with this last quote: “Our mindset is to leave no stone unturned when it comes to establishing a footprint in our target markets. Taken together, these achievements underscore clear themes: momentum is building, visibility is rising, engagement is translating into opportunity. The time is now to capitalize on our progress and the growing market horizon, and to pursue strategic opportunities to accelerate our path to commercialization. As we move through fiscal 2026, we remain intensely focused on commercialization and on delivering long-term value” Aeluma is currently at 270m mkt cap as I write this. We are looking at the potential for hundreds of millions in revenue by 2030 The market is still undervaluing this company due to the inherent risks and challenges with this technology. But the more proof of yields and scalability, the more sales come in, and the greater the interest, the faster the re-rate. NFA as always. Will be posting more from this call over the next few days Also, if there is anyone out there that might be more of an Aeluma fan, its Mister Stockwell. He also wrote a great article yesterday and have really good coverage of Aeluma. Will link it in the comments!

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AlexJ
AlexJ@AlexJ_GF·
@KRONIKInsights "Nous sommes en guerre." Voilà, vous venez de vous économiser 10 minutes insupportables.
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KRONIK Insights
KRONIK Insights@KRONIKInsights·
🇫🇷 France | Allocution présidentielle 🔴 Le président français Emmanuel Macron s’adressera à la nation mardi à 20h (heure locale) au sujet de la situation au Moyen-Orient, a annoncé l’Élysée. 📍 Une prise de parole attendue dans un contexte de fortes tensions régionales.
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AlexJ
AlexJ@AlexJ_GF·
@KRONIKInsights 1) Manque de munitions face à un niveau de riposte qui a surpris. 2) Chaque mort d'un soldat US fait perdre 1 million d'électeurs à Trump aux prochaines mid-terms.
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KRONIK Insights
KRONIK Insights@KRONIKInsights·
🇺🇸🇮🇷 États-Unis | Tentative de cessez-le-feu 🔴 Washington aurait proposé un cessez-le-feu à l’Iran via une médiation italienne, offre que Téhéran aurait rejetée. 📍 Les États-Unis chercheraient à limiter l’escalade, les pertes militaires et le risque d’un conflit régional plus large. Pourquoi vouloir arrêter maintenant selon vous ? #USA #Iran
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KRONIK Insights
KRONIK Insights@KRONIKInsights·
🇮🇱🇮🇷 Guerre Iran-Israël – Vos avis 🔴 Suivez-vous encore l’événement de la guerre entre l’Iran et Israël ? J’essaie d’être efficace en vérifiant les sources, ce qui est extrêmement compliqué dans ce contexte d’escalade militaire. 📍 Aimez-vous toujours la neutralité sans soutenir un camp dans cette guerre ? 👉 Like, retweet et commente pour que ce post soit visible dans l’algorithme. #Iran #Israël #Guerre #KronikInsights
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AlexJ
AlexJ@AlexJ_GF·
@VictorSinclair3 Sachant Macron assez bon en déguisement mais piètre acteur au fond, que devait faire Von der Layen pour qu'il ait vraiment l'air étonné ? Réponse : faire l'annonce du #Mercosur une semaine plus tôt que prévu, symboliquement au pire moment, pendant le #salonagriculture2026 !
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AuBonTouiteFrançais 🍾🍾🍾
AuBonTouiteFrançais 🍾🍾🍾@VictorSinclair3·
Il y avait un deal. Von der Leyen devait annoncer le Mercosur à la fin du salon de l’agriculture pour pas trop énerver les agriculteurs français. Macron devait jouer l’étonné. Elle l’a annoncé avant. Non seulement Macron trahit les agriculteurs mais il passe pour un tocard…
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AlexJ@AlexJ_GF·
@BFMTV Ah bon, l'Iran est l'agresseur ???
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BFM
BFM@BFMTV·
🔴EN DIRECT Frappes en Iran: Paris, Londres et Berlin "condamnent avec la plus grande fermeté les attaques iraniennes contre les pays de la région" l.bfmtv.com/iFTL
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Lilly 🇦🇨
Lilly 🇦🇨@Lilly_22100·
What is the next line?
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Ruksana Ansar
Ruksana Ansar@RuksanaAnsar·
Only 1% can see the pattern. What is the value of 5+5?
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Zoya
Zoya@zoyaedits12·
Find it if you can
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Tokyo 🎀
Tokyo 🎀@tokyooie·
Solve this Tough Puzzle? If You are Genius
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AlexJ
AlexJ@AlexJ_GF·
@AroobY27648301 None of them are completely identical to the other two.
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Aroob
Aroob@AroobY27648301·
Only 1% can find the different cat...
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