Blue Jays Moves

@BulwarkOnline @Timodc @anneapplebaum Step back, America, and take a long, serious, honest look at yourself right now. Please.

@TuttleCapital They'll just receive a pardon anyway, so whatever

Warning them to do it before someone cracks down?

@wonderpixels Lovely, thanks!

@BlueJaysMoves This is just a Wyze cam! Super cheap and it records 24/7 to an SD card, so no subscription needed, either.

Caught another meteor last night over @CascoBay in Freeport, Maine. This one burst again at the very end. @NWSGray @stormhour @spann @PineTreeWeather @amsmeteors #meteorwatch @Met_CindyFitz

@Osint613 Wait'll Trump finds out he's not getting any oil of all this

President Trump: We’re going to have a very successful agreement. It’s gonna be very good, everything’s gonna work out very good. Netanyahu supports the ceasefire agreement with Iran. He's totally fine with it.

@TheDariaBlues Played a 1e campaign a while ago that used the Chainmail rules for a jousting tournament. Great fun.

There needs to be more mounted combat in TTRPGs.

@derby1592 I just don't think Commandment is getting the respect he deserves. Very high on that horse.

The following is NOT my top 20 list for the Derby. It is just another type of performance figure that is very different from any others and is created by a computer model that projects the expected final times for each Derby horse based on its best race prior to the Derby at 1, 1/8th miles or longer. The model basically assumes that the horses will repeat that effort and extends their race out to 1,1/4 miles, which obviously is a very dangerous assumption to make in the Kentucky Derby. The input from the model comes from TimeformUS result charts using the adjusted fractions calculated by @CraigMilkowski. Consider this just another input for your Derby Analysis, but probably more informative than a lot of other information that you will be bombarded with as the Derby approaches. The main number to look at is in the second to last column (Adj Proj 10f Time). This is the predicted final time for each horse in the Derby. Those horses with green shaded times are contenders. The next most important number is the last column (Final 8th TF adj). This is how long it took the horse to run the last 8th of a mile in its Derby prep. This is not the “raw” final fraction that you often see. It is based on adjustments made by Craig to account for the track speed. Obviously, this is much more meaningful than looking at just the “raw” fraction. Those horses with green shaded times are contenders. Finally, the horses that have green shaded times in both those columns are the primary contenders and the winner is very likely to come from that group. This year that list would include: Further Ado, So Happy, Renegade, The Puma, and Commandment. Chief Wallabee just misses so you can probably include him as well. Not surprisingly, that is a list of mostly favorites although So Happy looks like the best value right now based on the model as he seems to be a bit under the radar despite winning the Santa Anita Derby. Note that I do not have data for the foreign horses, so you are on your own with them. Feel free to use or ignore. Also, if you want to up your game before the Derby, then you should order by new book, Betting on Horses$, which is packed with wisdom from top players that will help you improve your results. Go to BetWithTheBestMedia.com to find out more and order your copy at the discounted price. Good luck

@aquaadverse @brhodes Correct. The 10-pt plan includes nothing that prevents Iran from rebuilding their armed forces, and the new Supreme Leader is more radical and fundamentalist than the old one. And honestly, ask yourself: if Iran was truly militarily obliterated, then why is Trump giving up?

@BlueJaysMoves @brhodes Well, except for that whole no Navy, Air Force, extremely denigrated ballistic delivery system, nuke facilities destroyed and 50 leaders taken out. Other than that it's identical.

In the best case scenario, Trump struck a deal to reopen a Strait that was open before the pointless war he started, with the IRGC demonstrating its control over the Strait and potentially extracting fees plus sanctions relief. Thousands of innocents - including hundreds of children - dead in Lebanon and Iran for no reason. U.S. troops killed and wounded. U.S. embassies and bases in the Middle East badly damaged. U.S. standing in the world obliterated. U.S. munitions badly depleted. Hundreds of billions spent. Prices up everywhere. More global economic fallout to come. Putin strengthened and enriched. Just a catastrophic situation even in the best of circumstances. A profoundly shameful episode in American history no matter what happens next.

@shapesandlines @DungeonNoir The Lankhmar stuff brings me so much joy

Because I haven't posted this in a minute, here's my tribute to Keith Parkinson's Swords of Deceit.

@NTamm1215 Percy's Bar looking solid here

The Kentucky Oaks has become infinitely more interesting in the last 10 days as well. Looks wide open.

@EdgeExploration $VLTA.CN $VNP.TO $UCU.VN

#REE #terbium #dysprosium

Heavy REE bottlenecks persist through '27. Dysprosium and terbium face the tightest supply. China controls 91% of refining and Apr'25 export controls remain. Ex-China processing won't catch up this cycle. The structural premium on Western REE exp. is real. iea.org/commentaries/w…

@9baandz @MLB We don't bomb schools full of little kids, so there's that

@MLB Is Canada good at anything? We clear at everything

No extra innings needed.

@MLB Shitting all over the country that sent a team to the World Series last season is certainly a choice, @MLB

@yum_dm Necromancers for $20?!! Unbelievable find, nice!

The latest additions to my #DnD collection. I've wanted both of these for a long time. They were only about $20 each, too! #DungeonsAndDragons #TTRPG

@Racingclubvip @jamiesnowden One of these days I'll work up the courage to buy a share in a racehorse...

🐴WENDIGO SHARES AVAILABLE! Meet us at Cheltenham as an owner of a Grade 2 contender! ✅Weekly updates from @jamiesnowden ✅Attend the races as an owner ✅Visit the yard ✅Get your share in the prize money! 🔗 racingclub.com/buy-a-racehors…

@TampaBayDownsFL @TheTriactor As a kid in the late 70s, I remember being so excited for "Sandy Hawley Day" at Fort Erie Race Track @Forterieracing - an absolute rockstar. He is one of the greats.

Canadian legend Sandy Hawley, the first jockey to win 500 races in a single year in 1973 when he was 24, and Chris McCarron, who broke that mark the following year with 547 when he was 19, check out a Kentucky Derby poster titled “One Dream — A Thousand Colors.”

@Normal_2610 5N Plus $VNP.TO is a Canadian company that refines gallium to 7N purity. As Ga supply increases in strategic value, 5N Plus stands to be a very important player in the #gallium supply chain. Re: resin, there may be non-alumina sources of Ga in North America, notably $VLTA.VN

Spending billions to solve a volume problem when the real bottleneck is a purity problem :) China makes almost all the world's gallium, not because it planned to, but because gallium comes out as a side product when you refine aluminum. China built a huge aluminum industry over 20 years, and gallium just came along for free. The whole world only needs 760 tons of gallium a year, which is a tiny market. Now gallium is critical. You need it for military chips, satellites, 5G equipment, and advanced semiconductors. America woke up and realized it depends on China for this stuff. So Washington is spending billions to build its own gallium plants. But these plants will not be ready until 2030, they will make gallium that costs 20% more than Chinese gallium, and the gallium they produce will be low quality. To make chips you need ultra pure gallium, 7N grade, and almost nobody outside China and Japan can do that at scale. Here is where it gets clever. China banned gallium exports, then paused the ban until November 2026. Why? Because the threat is more powerful than the actual ban. While the ban is paused, America is pouring money into expensive projects. China can wait, let those projects get built, and then flood the market with cheap gallium again. China did this exact same thing with rare earths in 2010. Western companies announced big mining plans, China reopened supply, prices crashed, and those Western projects died. There is one more twist. China also banned the export of a special resin that you need to extract gallium from aluminum. So even if you build a plant outside China, you cannot get this key chemical cheaply. And China is now creating government controlled whitelists for tungsten and antimony exports, meaning only approved companies can sell abroad. Gallium will almost certainly get the same treatment after November 2026. China controls the base industry, the refining, the chemicals, and the purity. America is trying to build a workaround, but it is years away, expensive, and low quality. China knows this, so it is using the threat of cutting supply as a weapon while letting America waste money on projects that China can destroy whenever it wants.

@RealPeterLinder Thanks, Peter.

@BlueJaysMoves $KEL is a solid company with a great management team that has a track record of build and sell. This producer will likely be sold before this year end.

I am pleased for those who follow/buy my stock selections, especially over the past six months as they all have done very well with such picks as: $WCP, $SDE, $CJ, $JOY, and most recently $TNZ. I have no ulterior motives behind my posts. I simply enjoy it.

@RealPeterLinder Peter, any thoughts on $KEL.TO?

@BlueJaysMoves These two do not have exit prices to consider as they both will very likely be taken over by the end of 2026 at 40%-50% premiums to their current share prices.