@LukaszWojcik_ A, fakt. Czyli Kosno nie sugerował tutaj, że zna już efekt wznowionego śledztwa. Tak czy owak jego ponowne umorzenie byłoby niebywałym skandalem.
@aleabitoreddit For context, they guide for $52-60M FY26 revenue. Their photonics partner/GTM spin-off company is $FABC , with NDAs in place with two of the largest names in the semiconductor space.
@aleabitoreddit MicroLED CPO orders and revenue may be closer than we realize, based on $KOPN 's CEO yesterday's remark that 'this technology could be this year 25% of our revenue, maybe half our revenue next year, and by 2028 it might eclipse our defense revenue'. https://t.co/jPMnDoQJdr
$KOPN CEO @MiTknlg on @Benzinga today, post-earnings.
He dropped more in this interview than the entire Q1 call. Three big reveals worth your time.
1. The "Big 5" is now named on record:
"The semiconductor companies the big five: $NVDA , $AMD , $INTC , Samsung, and $MU ."
Not the market-cap list. Murray's "big 5" is the BUYER side, companies that consume optical interconnects between GPUs, CPUs, and HBM. Functionally correct list.
And the NDAs we've been talking about:
"We've already signed two very specific NDAs for this technology with two of the big five."
Two of: $NVDA, $AMD, $INTC, Samsung, $MU. The universe is defined now.
(continued in thread 👇)
Tzw. praktyka życiowa jednoznacznie wskazuje, że nie ma większego horroru niż głupia baba, której sprezentowano odrobinę władzy nad bliźnimi i poczucie nietykalności w związku z pełnioną funkcją publiczną. Bitches be trippin'. W sejmie hodujemy tuziny takich monstrów.
Rosie Speedlin-Gonzalez, pierwsza otwarcie elgiebetowa sędzia w historii teksańskiego hrabstwa Bexar (San Antonio), dostała właśnie dożywotni zakaz pełnienia funkcji sędziego, nie może ponownie kandydować ani zostać mianowana na urząd sędziowski w granicach Teksasu i nie może wykonywać żadnych obowiązków sądowych w tym stanie.
Teraz zamknijcie oczy i wyobraźcie sobie, że ona orzeka w waszej sprawie.
@eliano@JonathanWiltsh7@BBCPolitics Why aren't these people freaking out over Databrics, Datadog, Snowflake, or PowerBI...? The only two differences between those and Palantir are: 1) Palantir allows users to analyze data better and more importantly, 2) it has a more ominous name.
Hungary has been the property of Germany (via its automotive industry) since the 2000s. Hungary's Russian alignment is the function of that relationship. The German automotive complex is in a policy-induced decline. There's conceivably some space for a takeover move by the US.
Can someone explain what's the interest of the USA in Hungary? Orban is a pro russian politician, Orban is demanding that Hungary buys only Russian energy products, refusing to diversify and buy American ones.
It's like everything against American interests.
@visegrad24 One understated aspect of all this is the photo of Lech Kaczynski's burned and dismembered body laid on a prosectory table, released into the Internet shortly after the 'disaster'. An act of ritual humiliation of a dead enemy, typical of Soviets and other steppe hordes.
@lis_tomasz Wszystko się zgadza z jednym zastrzeżeniem, otóż zdziczała horda islamska nękająca ziemie dawnej imperialnej prowincji palestyńskiej nie jest żadnym "narodem Palestyńczyków".
W Warszawie równie dobrze mogłaby stanąć ambasada koczowników spod białoruskiego płotu, albo DRL czy ŁRL.
6:1 ustaw podpisanych do zawetowanych? Powinien wetować wszystko jak leci, z nielicznymi wyjątkami raz do roku! Sraka legislacyjna produkowana tonami przez Sejm wycieńcza polskiego przedsiębiorcę, pracownika, inwestora, prawnika, urzędnika.
@HyperAICapital@Mario20253035 "Putin visited their headquarters personally" - yeah, once in >20 years of Yandex being the biggest IT provider in the country. That was also the ony time he and Arkady had met F2F. It's transparent how that Mario guy knowingly attempts to manipulate the facts.
@wealthlabhq That article 7.2 is an exercise in reading comprehension. NGL, it took me more attempts than I'd care to admit before everything CLICKED into place, but the $NBIS tax abatement charter will stand, there's no grounds for the referendum.
@wealthlabhq Hint: 'however' refers to ordinance outside the exception criterion going into effect after a minimum of 31 days after its passage if not rejected in a referendum within that period.
@wealthlabhq That article 7.2 is an exercise in reading comprehension. NGL, it took me more attempts than I'd care to admit before everything CLICKED into place, but the $NBIS tax abatement charter will stand, there's no grounds for the referendum.