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Started a post with intention to share portfolio moves since mid March, but got into portfolio management a little bit. Usefulness of cash position for psychology, thin line between investing-trading and some food for thought.
generalistlab.com/insights/f…
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Canada announces: Telesat, homegrown satellites, will be expanded and Starlink usage will soon be removed.
This is what every country on earth should do asap.
Know your trash.
$META
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Listening to VCs talk about bond markets is like listening to Joe Rogan talk about vaccine science.
Solaria and Uruguay Sign a Strategic Agreement to Develop a Data Center Technology Campus of Up to 500 MW
From announcement:
"creating new opportunities for **recurring** revenue from land, infrastructure and services, alongside renewable energy generation"
$SLR
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China is a massive country. China can lose a million men, and they have lots of other millions of men. The United States doesn't have that kind of manpower, so the USA should surrender to China.
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One of the crazy quotes from an expert call I read was from a GPU Cluster Architect at Nebius and he was asked how they model compute demand and the response was:
"Demand is essentially modeled as infinite right now. Generally, for every contract that's about to expire, there's about 15-20 other customers
waiting to bid for that."
Yes, this is basically the industry right now. Everyone is modeling compute demand as infinite, along with the spend.
$NBIS
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*US SEPT. PRODUCER PRICES RISE 6.3% Y/Y; EST. +5.4%
*US SEPT. PRODUCER PRICES RISE 1.3% M/M; EST. +0.6%
*US SEPT. RETAIL SALES RISE 0.8% M/M; EST. +0.3%
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Heineken reportedly paid $45 million for product placement in SKYFALL (2012), and the deal sparked controversy when James Bond traded his signature martini for a beer.
But the real story goes beyond those seconds on screen. Heineken had been associated with the Bond franchise since TOMORROW NEVER DIES (1997), making SKYFALL the culmination of a 15-year partnership. It also marked the first time Daniel Craig appeared as Bond in a Heineken commercial, with the global campaign running across more than 170 countries.
Daniel Craig defended the deal, explaining that expensive Bond films needed commercial partners to help fund production and promotion. Whether the placement was worth the reported price tag is another question, but it shows just how valuable 007 had become as a global advertising platform.
Let’s never forget that Heineken paid $45 million for 20 seconds of James Bond drinking its beer in Skyfall.



















