travelsofalan retweeted
👀 WTF! 82-year-old BBC World Affairs Editor John Simpson CAUGHT on camera asking presenter Geeta Guru-Murthy for a KISS the moment he thinks the cameras are off!
After wrapping an interview about his 60 years at the BBC, Simpson can be heard saying: “I couldn’t, I suppose, have a kiss?”
She agrees, the kiss is clearly audible, and he adds: “Thank you so much, really lovely.”
She then realises they’re still LIVE and scrambles back, laughing nervously: “Sorry! Sorry! We are still on air… I hadn’t realised that.”
An 82-year-old senior BBC journalist casually asking a younger female colleague for a kiss the second he thinks no one’s watching. This is the organisation that lectures the rest of the country on standards and behaviour.
Another example of the culture inside the BBC, and yet they still demand the licence fee while trying to extend it to streaming. Scrap it!
travelsofalan retweeted
3 men sit next to a lone woman on an empty train.
She looks uncomfortable. Another man intervenes.
What do you see?
Writer: Marie
travelsofalan retweeted
Coaches full of illegal migrants, who will go onto do God knows what, have left Gosport in the cover of darkness, escorted by the police.
The British state is once again complicit in the invasion of our shores & more focused on harassing innocent citizens
travelsofalan retweeted
I, for one, am thoroughly enjoying the first act of the JD Vance humiliation saga.
Much more to come.
Everyone, be sure to stay tuned.
travelsofalan retweeted
September 11th, 2001 - Boeing E-4B NAOC callsign ADDIS77 scrambled from Andrews AFB. While ATC was calling them “VENUS” which is a typical callsign used at Andrews, you can hear the urgency of the pilot wanting to get airborne. The E-4 orbited over Washington DC for a while…
travelsofalan retweeted
A few asked about the Junior ISA setup, so here it is.
Two new Vanguard funds, both listed this month, and both are excellent.
70% FTSE Global All-Cap $VALL
30% $VXUS
The second adds no new companies, it just cuts US weight from around 63% down to roughly 44%. Deliberate tilt, not diversification.
No horizon on this one. It just compounds.
travelsofalan retweeted
Go fund me link from Cleveland Police Federation.
gofundme.com/f/pc-matthew-bl…
Aircraft entourage of Saudi crown prince salman's visit to paris starting from august 21st
20-08 (cdg)
HZ-AK44 B777
21-08 (orly)
HZ-HMS2 A340
HZ-HM5 B777
HZ-HM64 gulf 6
HZ-HM67 gulf 6
HZ-HM66 gulf 6
HZ-MS5B gulf 5 (med)
21-08 (cdg)
HZ-MF1 B737
HZ-AK45 B777
travelsofalan retweeted
Vanguard just launched something significant for UK investors.
$VALL. The FTSE Global All-Cap UCITS ETF.
Listed on the LSE yesterday. GBP share class available. Ticker VALL.
Here’s why it’s a big deal:
0.07% expense ratio. The cheapest one ETF global exposure available to UK investors. Ever.
10,000+ companies. Large. Mid. AND small cap.
Developed AND emerging markets included.
Significantly broader than VWRP which holds ~3,770 companies.
The comparison:
VWRP: ~3,770 companies. 0.14% expense ratio.
VALL: ~10,000 companies. 0.07% expense ratio.
Half the cost.
Nearly three times the holdings.
More small cap exposure.
Same Vanguard quality.
DISCUSS
travelsofalan retweeted
Trump: "I want to personally congratulate CNN's Kaitlan Collins on receiving her award. It was all about me. It was a fake, she shouldn't get the award, it was a fake — but I didn't mind, I said, 'Kaitlan, congratulations.' But it was fake, there's no question about it. She's a young, attractive woman. She never smiles. I said, 'Kaitlan do you ever smile?' Smile. You have a nice position, you're at CNN fake news. You should be a happy person. So smile, Kaitlan, just smile."
travelsofalan retweeted
100% and it WILL...
This is why I say @edeldotfinance can get to a $2.5 Billion Market Cap
HyperLiquid is $15 billion market cap...after next Bull Cycle we can say 3x conservatively right?
HYPE $50 bil Market Cap in a few years...
What is Edel ? Edel is $7.7 Million MC right now!
If @edeldotfinance gets to just 5% of @HyperliquidX total MC after this coming bull run, well then...
You do the Math! 😘
🚨 Could Edel Finance become Canton Network’s Hyperliquid moment?
Most investors are focused on meme coins.
I’m researching something very different.
🏦 Edel Finance is building tokenized stock lending and borrowing infrastructure on the Canton Network—a privacy-enabled blockchain designed for institutions.
@edeldotfinance @CantonNetwork #edelx #tokenization @GoldisinMyVienz #CryptoPrediction #CryptoMarkets
Edel Finance Could EXPLODE on Canton Network | Here's Why youtu.be/vRYMuZgTbe0?is=9B7U… via @YouTube
travelsofalan retweeted
We have $DRAM in the UK/EU, but it’s not the US version. Same ticker, different risk profile 👇
UK lines: DRAM (USD) / DRAM (EU) DR4M (GBP, lists tomorrow on LSE). ISA and SIPP eligible.
Structure: EU is physical (holds shares). US is synthetic (swaps) with 73% in just $MU , Samsung and Hynix.
Top EU weights: Kioxia 13.2%, $MU 10.8%, $WDC 10.3%, Hynix 10.1%, $SNDK 10%, Seagate 9.2%. 14+ holdings total.
Still ramping to full index weight as Korea and Taiwan custody finalizes.
Shoutout to @th3Oneorac3d for flagging it 👊 Give him a follow 🫡
travelsofalan retweeted
After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the compute owns what every AI company on the earth needs to grow & succeed.
$NBIS - Nebius. Spun out of Yandex, rebuilt as a pure-play AI cloud. Microsoft and Meta committed billions in contracted backlog. The fastest growing neocloud on the board. My favorite pick as a long-term investment.
$CRWV - CoreWeave. The American-founded neocloud. SemiAnalysis rated this Neocloud in a class of it's own, which can not be understated. Deals with Anthropic, OpenAI, Meta, Perplexity, Google, Microsoft... the list goes on forever.
$HUT - Hut 8. Started as a bitcoin miner, pivoted hard into AI hosting and power infrastructure. Owns the power, not just the GPUs. They're landing deals left and right, definitely an underappreciated sleeper pick.
$APLD - Applied Digital. Same playbook. Former crypto miner now building purpose-designed AI data center campuses with long-term hyperscaler leases.
$CIFR - data center host for Anthropic's directly, purchased Google TPU v7 Ironwoods (400K units, ~$10B), backed by a 10-year, $3B+ Fluidstack hosting deal where Google guarantees $1.4B of lease obligations for a 5.4% equity stake. One of the only neocloud-adjacent names with real exposure to Google's silicon instead of pure Nvidia GPU rental.
2. Optical / Photonics:
Because every GPU is useless if it can't talk to the GPU next to it.
$CRDO - Credo. The connectivity layer inside every AI cluster. Active electrical cables and DSPs that scale with every rack hyperscalers deploy.
$LITE - Lumentum. Legacy telecom optics company that's become a core 800G/1.6T transceiver supplier for the AI buildout.
$ALAB - Astera Labs. Connectivity chips that solve the bottleneck between GPUs, memory, and storage. Pure-play AI infrastructure with almost no legacy drag.
$COHR - Coherent. Lasers, optical components, and transceivers spanning the entire photonics stack from datacom to industrial.
$MRVL - Marvell. Custom silicon and photonic fabric for hyperscalers. The company quietly inside more AI racks than people realize.
3. Memory:
The most cyclical, most violently mispriced sector in semis. HBM demand changed the entire setup.
$DRAM - DRAM ETF. One ticker, every important memory company on the planet, including South Korean companies like SK Hynix and Samsung Electronic, companies you CAN'T INVEST IN with most brokerages.
$SNDK - SanDisk. Spun off from Western Digital, now a pure-play NAND flash story riding the same supply tightness as everyone else in this sector.
$MU - Micron. One of three companies on Earth that makes HBM. The clearest direct line from AI buildout to memory revenue.
$WDC - Western Digital. Hard drive and enterprise storage demand riding the same data center capex wave as everything else on this list.
$STX - Seagate. The other half of the storage duopoly. Enterprise nearline drives are seeing the same supply crunch dynamics as memory.
4. Analog / Power Semis:
Unsexy. Necessary. Every data center, every EV, every robot needs power management silicon that doesn't get the AI premium yet:
$MXL - MaxLinear. Smaller-cap analog and mixed-signal play with infrastructure and data center exposure that's still flying under the radar.
$STM - STMicroelectronics. European chip giant spanning auto, industrial, and power semis. Way out of favor relative to its diversification.
$ON - ON Semiconductor. Power semis for EVs and industrial, now leaning harder into data center power delivery as a growth vector.
$VSH - Vishay. Passive components: resistors, capacitors, diodes. Boring until you realize literally everything electronic needs them.
$POWI - Power Integrations. High-voltage power conversion chips. Small cap, niche, and positioned for the power efficiency problem AI data centers haven't solved yet.
5. Physical AI / Robotics:
It's coming, soon, and the market is beginning to realize it.
$OUST - Ouster. Lidar for robotics, industrial, and autonomy. Consolidated the space after merging with Velodyne, now the survivor.
$VICR - Vicor. High-density power modules for robotics, AI servers, and defense. Power delivery at the component level, not the rack level.
$VPG - Vishay Precision Group. Precision sensors and strain gauges. The torque and force-sensing hardware that gives robots a sense of touch.
$AEVA - Aeva. 4D lidar with built-in velocity sensing. Smaller and earlier stage than the rest of this list, highest risk, highest ceiling.
$AMBA - Ambarella. Edge AI vision chips. Powers the cameras and perception systems inside cars, robots, and security infrastructure.
I believe a portfolio with these 25 names will severely outperform the market over the next few years. I have 7 figures throughout many of these names. These are all names I'm currently invested in, or plan on investing in in the near future.
None of this is financial advice.
travelsofalan retweeted
Dividends landing for this month from @IncomeShares
Total = £362.14
All of which will be reinvested. Breakdown in replies.
travelsofalan retweeted
🚨 BREAKING: UK 🇬🇧 PM Keir Starmer gives sleepless nights to Trump
REPORTER: Trump 🇺🇸 says US won’t back the UK anymore. How seriously do you take that threat?
STARMER: Won’t change my position. I serve British national interest. Whatever the noise.
UK FINALLY FOUND A SPINE 🔥
travelsofalan retweeted
🇺🇸🇬🇧Trump on UK:
"I'm not happy with the UK either.
That island. He made a lease of the island.
Somebody came and took it away from him. And it's taken 3 or 4 days for us to work out where we can land.
This is not Churchill that we're dealing with.
travelsofalan retweeted
This is the verified link for the Bondi hero. I am told by @gofundme that the funds will only be released directly to the hero.
gofund.me/9489e516b
travelsofalan retweeted
Your Mini Apps are live as NFTs!
The future of onchain creation is here. Your apps are now digital assets you fully own.
Explore the full collection and start building your own: opensea.io/collection/miniap…