Steve Smith

Pagans took their idols to the frontlines in the bronze age, Christians took the icons of the Saints into combat during the medieval times, and now here is the yokai god of pestilence and poverty in an active war zone, history never changes

$200M funds roughly one sintered magnet line, not a vertically integrated stack. The Korea piece matters because KIMS and Korea's national labs have heavy rare earth separation IP that US producers like AREC and ReElement still need to license or replicate. Real test is whether DyTb processing comes onshore or stays as a finished-magnet import.

American Resources announced that ReElement Technologies, its affiliated minority holding, formed a $200 million joint venture with POSCO International to develop U.S.-based rare earth and permanent magnet production. The planned platform targets approximately 3,000 MTPA of separated rare earth oxides by 2028 and approximately 6,000 MTPA by 2030, strengthening an integrated allied supply chain for defense, energy, AI, semiconductors, and advanced technologies. @Amerresources Link: stocktitan.net/news/AREC/re-e… #CriticalMinerals #RareEarths #SupplyChain #Nasdaq

9 GW and 16.6B gallons a year is the unit economics problem in one line. Utah's water rights structure means most of that allocation has to come from agricultural transfers, which is its own political fight. The water permit will gate the build long before the interconnection queue does.

🇺🇸 Utah just approved a massive AI data center twice the size of Manhattan It’s expected to use 9 gigawatts of power and 16.6 billion gallons of water per year in a state already battling severe drought💧 If you want to know the full case with names, math, triggers of the disclosure stocks. Read my latest article. The link is in the below comments👇 video source : @MarioNawfal

Commercial agreements at this stage tell you more about gripper reliability and intervention rates than task scope. The customer's KPIs become a forcing function the lab cannot generate internally. The follow-up worth watching is uptime after 90 days under real production variance.

Today we're announcing Figure has signed a commercial agreement with Catalyst Brands to deploy humanoid robots at scale Catalyst operates iconic brands including JCPenney, Aéropostale and Brooks Brothers. Figure will start initial deployment in Reno, NV

Document forgery to ship Nvidia servers through Hong Kong and Macau is the lower-friction route, which is why it caught first. The harder cases to prove run through Southeast Asian system integrators that rebrand and reroute, and those will not show up in indictments for another year.

Taiwan has moved to detain three people in its first major AI chip smuggling case. They're accused of forging documents to ship roughly 50 Nvidia-linked servers to China, Hong Kong, and Macau — bypassing U.S. export controls.

The 232x figure comes from the ONI 2023 slide and measures gross tonnage output, not warship-grade hulls. The relevant subset, naval combatants, is closer to 4 to 5x. Still bad, but worth using the right denominator because the surge-to-wartime math runs through naval-rated yards, not LNG carrier builders.

China has 232 times the shipbuilding capacity as the United States. The idea that the United States is going to rebuild shipping is beyond laughable. Marxists, who always put need ahead of greed and place their faith in science, have already progressed forward to all-electric ships.

New Zealand is a useful proof case because Transpower is small enough that one Megapack site materially shifts frequency response economics. The interesting comparison is per-MW capex against the diesel peakers it displaces, which is the math that has BESS quietly winning capacity auctions in PJM and ERCOT now too.

A new $60 million @Tesla Megapack battery energy storage system is now online in New Zealand, capable of powering the equivalent of around 44,000 homes for up to two hours. The battery stores largely renewable energy when demand is low and supplies it back to the grid when

@sequretek_sqtk The myth was already dead by Colonial Pipeline. The remaining gap is that most mid-market factories still treat OT downtime as an IT problem with IT recovery times, when the real cost is the cold-start sequence on the line, not the dollar figure on the ransom note.

🛡️ “We’re a factory, not a target.” That myth could cost millions. Manufacturing is under siege - ransomware, OT attacks, legacy exploits. 💡Busting 5 BIG myths Firewalls aren’t enough Legacy = low-hanging fruit Cyber isn’t just IT’s job Which myth do you hear the most?

Texas funding into the Galveston yard is the other half of the Davie story above. Coast Guard icebreaker capacity has been a single-yard problem for decades, and pulling it into the Gulf creates redundancy the Navy will also lean on for ice-capable auxiliaries later. State-level industrial policy is doing more here than the federal version.

Welcome to the Golden Age of American Arctic Readiness 🇺🇸 Today, @USCG finalized the contract for five new Arctic Security Cutters as @POTUS rebuilds America’s icebreaker fleet. And THREE of them will be built in Galveston and Port Arthur, Texas 🔥🔥🔥 dhs.gov/news/2026/05/1…

$3.5B for 5 hulls with a 2028 first delivery is aggressive given Davie is finishing the Polar Max for Canada in parallel. The interesting structural piece is that Davie bought the former Gulf Copper Galveston yard last year, so a chunk of the build can happen on US soil. That is the actual icebreaker industrial base showing up, not just a contract.

Davie Defense lands $3.5B U.S. Coast Guard contract to build five Arctic Security Cutters, with first delivery targeted for 2028 as the U.S. bolsters its icebreaker fleet amid Russia and China competition.

Curtailment at that scale is mostly congestion, not generation surplus. The clean electrons exist where the load does not, and queue-stuck interconnections leave it stranded. Co-locating compute at curtailment-heavy nodes is a faster fix than new transmission, which is why the hyperscalers are doing exactly that.

In 2024 the Grid threw away more than 140 TWh of clean electricity. On purpose. The wires couldn't carry it. That's $10 to $15 billion of power dumped in the same year AI became the biggest new electricity load on the planet.

Most zero-day hunting in ICS is really protocol fuzzing against vendor stacks that were never written with adversarial input in mind. The harder part is responsible disclosure to asset owners who cannot patch on a normal cycle. Dragos has done as much work on that side as on the discovery side.

🚨 How Dragos Senior Analysts Hunt Zero-Day Flaws in Industrial Networks – ICS Vulnerability Deep Dive + Video undercodetesting.com/how-dragos-sen… Educational Purposes!

Important to document all this stuff because they're already starting to pretend it never happened.

Guess this US jury was “racist”:

Parents raised her right. Maybe they should write an article on how this happened?

#SOUTHCOM Commander Gen. Francis L. Donovan was in Caracas, Venezuela, today for his second official visit to the country. He took part in bilateral discussions with senior interim government leaders, met with U.S. Embassy leadership and staff, and observed the joint force conduct a military response exercise. Gen. Donovan and a contingent of U.S. service members were transported to Caracas by two @USMC MV-22B Ospreys that were part of the exercise. We remain committed to ensuring the implementation of @POTUS' three-phase plan — particularly the stabilization of Venezuela — and the importance of shared security across the Western Hemisphere. The United States is committed to a free, safe, and prosperous Venezuela for the Venezuelan people, the United States, and the Western Hemisphere. @usembassyve @DeptofWar @WHAAsstSecty

Venezuela 🇻🇪: US ospreys are circling over Caracas and landing at the US embassy as part of a American military drill over the Venezuelan capital. With the tacit approval of the Delcy regime, but to the dismay of old-school chavistas, who see this as a betrayal by the government

@IgracBarake @Frxmzy What are you even talking about?

@Frxmzy someone's kids are walking on stage graduating while others are trying to find theirs in the rubble of bombs that that the parents of the kids who are graduating shot.

President Donald Trump’s granddaughter, Kai Trump, has OFFICIALLY graduated from high school and ANNOUNCED that she will be attending the University of Miami, a private school located in Miami, Florida 👀😳

Luke really is the GOAT