11-15-26 carib
the air traffic control communication grid.. is a natural monopoly (there is only one). It has systemic security implications.
Does it make sense to have it owned and managed by a private contractor? |
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11-15-26 spal
How NVIDIA’s Changed Asian Revenue Reporting “Disappeared” Singapore - and What Else?
Short Thoughts November 15, 2026 A Farewell to Arms
Early this morning the WSJ published, “How Jensen Huang Built the Backdoor Route That Keeps Beijing in the AI Race.”
The subtitle goes on, “Massive data centers in Southeast Asia exploited a gap in U.S. sanctions, providing crucial computing power for Chinese companies and a cover for alleged chip smuggling.”
The press has now started to do its job on NVIDIA. Sad that it took a lurid affair to snap everyone out of it.
https://x.com/michaeljburry/status/2122020779407642817
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11-15-26 victor
| Estonia cerrará todos sus pasos fronterizos con Rusia a partir del próximo 1 de diciembre. El Gobierno de Tallin ha tomado esta drástica decisión después de que las fuerzas de seguridad frustraran este fin de semana un intento de sabotaje contra una fábrica de armamento situada cerca de la capital, un ataque que las autoridades bálticas atribuyen directamente a los servicios de inteligencia militar de Moscú (GRU). |
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11-15-26 spal
| Duffy Lied ... as long as his lips are moving. |
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11-15-26 carib
‘Duffy Lied’: Air Traffic Controllers Refute Trump Transportation Secretary’s Ground Stop Explanation
“I’ve spoken with 60 air traffic controllers tonight about what Sean Duffy said at the White House today,” said one journalist. “None of them are buying what he said.” |
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11-15-26 savo
| and a circular financing pyramid scheme that competes with the UST for funding... |
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11-15-26 spal
| He did not flee (resign) the hammer coming down due to personal misconduct - Nvidia is in absolute legal jeopardy around export controls, geographic accounting (concealment etc) & securities law exposure. The rest is memes, hysterics and tech bro BS. |
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11-15-26 spal
| A snowball's chance in hell of succeeding. |
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11-15-26 victor
| A petition to reinstate Huang as Nvidia's CEO has over 108,000 signatures as of Saturday afternoon, including prominent tech leaders such as billionaire Elon Musk and Replit CEO Amjad Masad. Both executives promoted the petition on X. |
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11-14-26 spal
The price of helium per thousand cubic feet (MCF) varies widely depending on whether you are looking at wholesale bulk contracts, government benchmarks, or high-end spot markets, which have seen severe tightening:
Government Benchmarks: The U.S. Defense Logistics Agency (DLA) set its standard bulk gaseous helium price at $1,338 per MCF (effective October 2026), marking a sharp 40% year-over-year jump driven by ongoing international supply disruptions originating in major exporting hubs like Qatar and Russia.
Wholesale & Contract Ranges: Broad commercial wholesale grades generally range from $400 to over $1,000 per MCF, depending on purity, region, and whether it is tied to long-term industrial supply agreements or shorter regional distribution channels.
Spot Market Extremes: In high-demand localized spot markets or regions facing tight logistics constraints (such as parts of Northeast Asia heavily reliant on Middle Eastern shipments), spot prices have cleared $1,000+ per MCF. |
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11-14-26 savo
btc ---> 65k
Saylor's scheme collapsing |
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11-14-26 victor
pana, timing seems odd
//
also the drop in oil and gasoline prices, after the election.
i don't see any improvement in resolving iran since the midterms. |
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11-14-26 savo
btc ---> 65k
Saylor's scheme collapsing |
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11-14-26 carib
| looks like US senate will be 56-44 next year (after last batch of Alaska votes) Vance will have more time for his family life. |
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