Andrej thisisandrej.bsky.social

How Nationalism Came to Dominate Russia's Political Mainstream - 'Majority of Russians want a nationalist state' themoscowtimes.com/article/504495…

From: what air defense doing? To: what air defense?

Ukraine has released the full video of Operation Spiderweb the daring container hidden drone operation which left over 40 Russian airforce aircraft damaged or destroyed last year.

@The_Real_ITDUDE The gas station masquerading as a country is running out of gas...

Karma is a b*tch!

@vcdgf555 Surprising to see they still have so many Kamaz trucks...

This is why they are freaking out about Kyiv. Because they can't stop the carnage going on in the south.

$PENG: Did you listen anon?

@sh36953501 @clement_molin Which is exactly what russians want to achieve, right? Exterminate every single Ukrainian and destroy its culture? Take over Ukraine, colonize it with russian settlers? And then up to the next country!

@clement_molin Mdr le nombre de soldats Ukrainiens et mercenaire tuer depuis plus de 4 ans est terrifiant lorsque la guerre sera terminée les vrai chiffres font sortir l’Ukraine est un pays détruit démographiquement pour les 50 prochaines années à venir ça c’est une certitude

L'offensive russe de printemps se concentrant sur le Donbass et ne disposant pas de la même dynamique positive qu'en 2024/2025, l'armée ukrainienne en profite pour multiplier les contre-attaques, notamment dans le sud. La Russie concentre le gros de son offensive sur les derniers bastions du Donbass, avec un axe secondaire au sud à Houlialpole. Globalement, il semblerait que Moscou souffre d'un manque de recrutements qui touche les fronts secondaires. Plusieurs éléments portent à croire que le Kremlin prépare une nouvelle mobilisation pour combler les manques d'effectifs. Une mesure aussi impopulaire ne sera prise que si la situation se dégrade pour les forces russes ou si les offensives stagnent trop. En parallèle, l'Ukraine, dont le programme de drone est de plus en plus aboutit, que ce soit avec les frappes à proximité du front et en profondeur, se permet des contre-attaques localisées, reprenant parfois lentement les territoires contestés, comme à Pokrovsk'e, Stepnohirsk et désormais à Komar. Les derniers mois ont prouvé que les forces ukrainiennes peuvent mener efficacement de petites missions dans des zones localisées du front, en particulier lorsque la logistique russe est compliquée par le terrain. Dernièrement, les forces ukrainiennes poussent sur le front de Komar, la géographie leur est favorable, notamment grâce à la rivière Mokri Yali qui complique les mouvements russes dans leur dos. Attention, il faut surtout y voir un retour des positions ukrainiennes précédemment perdues et pas encore de reprise de contrôle de certaines zones, mais c'est un signal intéressant. Carte de base : @M0nstas

@Vaelis_X And who supplies the equipment and manufacturing lines?

One of the most overlooked chokepoints in the entire AI hardware supply chain sits inside a €50M market cap German micro-cap operating out of a small town in the Westerwald that almost nobody outside specialist German investor forums has heard of. $PLANOPTIK (ETR: P4O) The AI infrastructure buildout is running into a physical wall. Organic substrates warp catastrophically under the thermal loads of modern AI accelerators drawing 1,200 watts each. The industry’s answer is glass core substrates, which match silicon’s thermal expansion coefficient almost perfectly, reduce package warping by more than 50%, improve signal integrity by 40%, and cut chip power consumption by up to 50%. The glass core substrate market is forecast by SEMI to grow at a 67.2% CAGR between 2028 and 2040. But here is the bottleneck within the bottleneck: To make glass substrates functional, manufacturers must drill tens of thousands of microscopic vertical pathways called Through-Glass Vias through substrates as thin as 100 micrometers. Traditional methods are too slow, economically unviable, and generate microcracks that cause catastrophic fracturing under thermal cycling. This TGV fabrication problem is the ultimate chokepoint in the glass substrate supply chain. PLANOPTIK solved it. In exclusive collaboration with the 4JET Group, they developed Volume Laser Induced Structuring, a proprietary multi-phase laser-and-chemical process that modifies glass molecular structure locally at tens of thousands of vias per minute without removing material, then selectively etches only the modified channels. Perfectly smooth-walled micro-holes, positional accuracy better than 2 micrometers, zero microcracks, and yields traditional methods cannot approach. PLANOPTIK processes panels up to 1,500 x 800mm. Traditional methods are constrained below 200mm. The second chokepoint: Optical Circuit Switching packaging. Google’s TPU v4 and v5 architectures deploy OCS using MEMS mirror arrays that physically reflect infrared laser beams between tens of thousands of GPUs. These arrays require hermetic micro-structured glass packaging with optical-grade caps allowing laser beams to pass through with zero distortion. PLANOPTIK is the sole supplier of these glass packaging wafers to Silex Microsystems, the world’s largest pure-play MEMS foundry, and Teledyne DALSA. Their headquarters sits directly adjacent to specialist optical coating manufacturer BTE Born, creating an integrated supply loop competitors cannot easily replicate. Why do the financials look so poor? Two simultaneous non-recurring events crushed 2025. Major customers went through prolonged inventory destocking while management simultaneously converted from German GAAP to IFRS and upgraded from the Frankfurt Open Market to the Regulated Market General Standard. Compliance costs were massive and concentrated entirely in 2025. Normalized against 2023 peak: €13.25M revenue, €3.07M EBITDA, €1.67M net profit, and an 88% gross margin reflecting absolute pricing power. Restructuring is entirely behind the company. Destocking has concluded. Management guided revenue growth exceeding €1M in 2026 and expects massive acceleration in 2027 as multiple customers enter full series production ramp. Balance sheet: €3.73M cash, €19M total assets against €6M liabilities, 68% equity ratio, zero debt, Altman Z-Score of 7.72 indicating near-zero insolvency risk. €50M market cap. 0.44% institutional float. Now eligible for European mutual funds and ETFs for the first time following the Regulated Market upgrade. An 88% gross margin, zero debt, a proprietary TGV process with no credible competitor, and sole-supplier status in OCS glass packaging for the world’s leading MEMS foundries. The glass core substrate market grows at 67.2% CAGR from 2028. Advanced packaging doubles from $44B to $87B by 2035. PLANOPTIK holds the manufacturing key to both. The market has not found it yet. $P4O

@TradingWithGuy Investors

POV: Investors who started 2 months ago and think stocks only go up 😂

@branaf0 This is just so fucking funny. A bit derogatory to pigs though. 🤣

Ukrainian forces used M2 Bradley armored vehicles and armored vehicles in the assault on Nove and Katerynivka. The 3rd Army Corps advanced from Ridkodub through the fields to Nove, reaching the Nove-Katerynivka highway with the loss of one vehicle.

@slantchev Actually, Anne is right. It is about democracy. Before 2014, Putin de facto controlled Ukraine. Once Yanukovich fled, that control was threatened. Democracy would mean Putin would never control Ukraine again and this is what convinced Putin to invade Ukraine.

This is nonsense. Putin did not invade Ukraine because “democracy works” anymore than he did because NATO crept to Russia’s borders despite some made up promises the West never made. Putin invaded Ukraine for a very simple reason: he wants to control it and his post-2014 strategy failed. Putin is just a stupid imperialist who never accepted the verdict of the Cold War and the fact that Ukraine had become an actual independent country. He was always, always, trying to subjugate it. That’s it. All of it. That’s why all these concessions that the idiots at the White House were offering were never going to be enough. It’s not about Donbas, or EU membership, or NATO. It’s not about some imaginary Nazis in Kyiv. He wants to subjugate Ukraine. I don’t know why this is so difficult for so many Westerners to accept. Why do they always have to come up with some tortured logic and complicated narratives to explain a street thug and his fever dreams? Why are they intellectualizing a primitive dolt who’s now sacrificed two million lives at the altar of his own bruised ego?

The russian people have continuously been targeting civilians for years. Every day they keep proving they don't deserve their own country. They lack this responsibility. This is not a war against Ukraine. This is a war against the West. The war will end, when russia ends.

👀

@GunterFehlinger He's just trolling Iran. And every time Iran panics and activates measures, the Pentagon observes its behavior, gathering intelligence.

If Trump drops the wedding of his son this weekend This means war today

@Biravucleblebi @s_nakotomo @nenad_stojkovic Ottomans pillaged, raped girls and women, murdered, forced people to convert to Islam. For centuries. How did that protect our culture, language and religion? Either you're delusional or you're proving you would love to do it again.

@thisisandrej @s_nakotomo @nenad_stojkovic The Ottoman Empire protected the language, religion, and ethnic identity of people like you. If you claim otherwise, you are confused, and I can help you. 🖐🏻

Türkiye is not an ordinary state founded merely 100 or 200 years ago; it is the heir to an ancient civilization whose roots stretch deep into history. History itself stands as witness to this. Once, it ruled across lands extending from شرق to west for more than 600 years with justice, strength, and civilization. No hardship faced today will last forever. Just as it overcame countless storms in the past, it will emerge from this period stronger once again. Because great nations write history not only through wars, but through the resilience they show in times of crisis.

@Biravucleblebi @s_nakotomo @nenad_stojkovic Many are under the ground indeed.

@thisisandrej @s_nakotomo @nenad_stojkovic If we had committed genocide, you would be giving these answers from under the ground today.

@s_nakotomo @nenad_stojkovic My people were genocided by them. First they were killed during their brutal invasions, and later forced to become muslim. Our women were raped as girls before they could wed. Our girls had crosses tattooed because then Ottomans would not touch them. Great culture!

@nenad_stojkovic I guess you didn't listen to history lessons in school.

@eye_walking What are the shells for? Asking for a drone.

In 2022 Rheinmetall produced 70,000 artillery shells per year. Today it produces 1.1 million. By 2027 it targets 1.5 million. One European company now manufactures more 155mm ammunition than the entire US defense industry combined (which produced 600,000 shells in 2024). NATO Secretary General Rutte: European artillery production has increased sixfold in two years. The Werk Niedersachsen plant that opened in August 2025 will reach 350,000 shells per year alone, the largest single ammunition facility in Europe. Combined output from EU + UK + Ukraine in 2026 is projected at 2.8 to 3 million shells annually. That matches or exceeds Russia's wartime output. EU defense spending climbed from €218B in 2021 to €381B in 2025. Germany alone went from €47B in 2021 to a planned €162B by 2029, 3.2% of GDP. 17 EU member states have activated the national escape clause for additional defense spending flexibility. The continent that policy commentators wrote off as militarily flaccid is finishing the most rapid industrial mobilization the West has seen since the Cold War.

@mind1nvestor My cost basis is 4.7 Letting it ride

$NU This was an analysis I shared with subs, warning and outlining the bear case and buying targets. Three months later, NU hit that target on the dime. Buying range is outlined. This is easily a $30 stock! What you do with that information is up to you. 😉

@clashreport @DaveKeating Anyone proposing a European Army is an idiot. Absolute moron.

NATO Military Chief Giuseppe Cavo Dragone: We cannot think about a European army. It’s an oxymoron — or nonsense.

The CCP literally has concentration camps. Not one of these Iranian regime pawns has gone to China and demanded freedom for Uyghurs. There's a perfectly good reason for that.