UK police get owned!! This man has had enough…
Mansfield 🏴
This man tells a dozen officers the Cold hard Truth about the UK policing today…the look on their faces says it all…
Mad that Britain went hundreds of years without beheadings in the street, children stabbed at a dance class, blown to bits at a concert, people having a beer in London stabbed etc. Could go on for hours
It isn't racist to want this to stop, and the scum deported. Sick of it
BREAKING: Claude can now run Stock Market research like a top consulting firm (for free).
Here are 10 Claude prompts that replace $100K/year stock analysts (Save for later)
Sir Trevor Phillips hits the nail on the head: “Prime minister, Kemi Badenoch, Nigel Farage, anyone else, please stop telling me how to feel… perhaps you should all focus on doing your jobs”
.@satyanadella just put the whole "water" debate to rest.
Datacenters run on a closed loop cooling system, the water usage of a datacenter for an entire year is roughly equivalent to a usage of 1 restaurant!
I’m watching four IPOs this week:
$INIO, $AADX, $QNT, and $SSMR.
The one that stands out most from a real business + bottleneck angle is $INIO. This is a distributed power company, and the reason it caught my attention is simple: AI data centers do not scale without power. Unlike a lot of AI-adjacent names, this one already has meaningful revenue and profitability. The catch is valuation. At roughly a $19B market cap on about $2.6B–$2.8B revenue, the market is already giving it a serious premium. So for me, this is more of a “watch how it trades after IPO” name than a blind chase.
$AADX is probably the most interesting from a physical bottleneck perspective. It sits in aerospace, defense, launch systems, and mission-critical manufacturing. That fits the kind of supply-chain bottleneck I like to track: real hardware, real constraints, not just a future software narrative. The things I’d watch closely are debt, profitability, and customer concentration.
$QNT is the obvious hype name. Quantum is hot, Honeywell backing gives it credibility, and the ticker will probably get attention. But the valuation is aggressive. Around $12B market cap on about $31M revenue means this is not a cheap stock; it is priced for a very big future. It could be a strong momentum name, but I’d separate the hype trade from the long-term business case.
$SSMR has the silver, antimony, and critical-minerals angle, which is interesting. But right now, it looks more like a mine restart story than an operating-company story. That does not mean it cannot move, especially if silver or antimony gets hot, but the risk profile is very different from something with established revenue and earnings.
My personal watchlist framing:
Most real business angle: $INIO
Most physical bottleneck angle: $AADX
Most hype/momentum angle: $QNT
Most speculative commodity angle: $SSMR