🔹 معالي الشيخ @MBA_AlThani_ يشهد مراسم توقيع اتفاقيات استراتيجية لشركة سهيل سات مع شركتي "تركسات" و"تيلس ألينيا سبيس"
• في خطوة تعكس طموح شركاتنا الوطنية لمواصلة ريادتها في قطاع الفضاء والاتصالات الفضائية، وتعزز مكانتها في خدمات الأقمار الصناعية.
#مجهر 🔬| #قطر 🇶🇦
Let's see what ends up happening to #GrimesCounty as the TeraFab can be projected to use upwards of 10 million gallons of municipal water.
Wonder how this will affect the fauna and flora of #grimescounty.
Something that perhaps isn’t clear is that, if this location works out (other locations are still in the running), SpaceX will still be paying an annual amount that increases tax revenue for Grimes County by ~25% and will be by far the biggest source of revenue for the county.
Taking into account taxes paid by SpaceX employees and contractors, Terafab will far exceed ALL revenue that Grimes County currently earns!
The reason SpaceX asked for this, which is standard practice for massive capital investments, is because Terafab will have a large number of extremely expensive machines for making chips. Property tax on these crazy money machines would put us at a serious competitive disadvantage relative to other chip fabs in the world.
Earnings reality check: Growth real, value capture absent. Real Brokerage cluster shows margin compression across fintech. GCC banks face same headwind when rate cuts compress NIM expansion.
GCC investors: Technical tailwind masking macro deterioration is a setup for sharp reversals. Position for volatility expansion when sentiment rolls. #Noumou
Regime composite: 59/100. Technical strength at 84/100 masking macro weakness at 53/100. Volatility compressed at 34/100. This is a false floor — not stability. #Noumou