A critical U.S. defense deadline is just 175 days away.
January 1, 2027: the Pentagon will be banned from procuring defense systems containing Chinese-origin rare earth materials.
@realloys NASDAQ: $ALOY is building North America's only fully integrated, mine-to-magnet rare earth platform, completely outside of China's influence.
That matters because the magnets in missile guidance systems, submarines, and fighter jets don't just need rare earths. They need Dysprosium and Terbium, the heavy rare earths that stop magnets from failing under extreme heat.
Without them, the system simply does not work.
REalloys holds exclusive preferred rights to up to 80% of the Saskatchewan Research Council facility's expanded output, the only facility of its kind entirely outside of China and capable of uranium and thorium removal.
The deadline is approaching. The supply chain gap is real.
REalloys is one of the few companies actually positioned to address it.
Keep an eye out, the episode will be live shortly.
Learn more at https://t.co/Lj9EXaosZ6
Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.
You've probably seen that viral "vortex" video of our solar system corkscrewing through space, with the Sun dragging the planets behind it like a comet.
It's beautiful. It's also wrong.
So I built the real thing. Actual planet positions from NASA JPL data, real orbital speeds, real distances, and the real tilt.
A few things that surprised even me:
• Our planets orbit at about 60° to the direction we're traveling. Each planet takes turns leading and trailing the Sun.
• The Sun carries us around the Milky Way at about 220 km/s (490,000 mph). In the year it takes Earth to go around the Sun once, we travel about 46 times Earth's distance from the Sun. At true scale, those "spirals" are barely wiggles.
• One trip around the galaxy takes about 230 million years, and the Sun bobs up and down through the disk along the way.
Then we keep zooming out, until we run out of universe.
Credits:
Music: Rob Dougan, "Clubbed to Death (Kurayamino Variation)"
Galaxy illustration: NASA/JPL-Caltech/R. Hurt
Webb's First Deep Field: NASA, ESA, CSA, STScI
Observable universe illustration: Pablo Carlos Budassi (CC BY-SA)
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🇺🇸 Was Jensen Huang's downfall a corporate coup engineered from inside Washington?
A Chinese spy scandal, a second alleged affair, a sudden resignation, and billions wiped from Nvidia's market value.
Financial analyst Simon Dixon believes the timing is anything but coincidental.
His theory is that Jensen Huang was taken out because he stood in the way of Washington's China hawks.
Jensen wanted Nvidia's chips flowing into China, but America's national security establishment wanted those same chips kept out of Beijing's hands.
And Simon suspects that conflict turned into a coordinated effort to remove Nvidia's most powerful executive.
First came the alleged Chinese intelligence connection, reportedly known to U.S officials for months.
Then came allegations involving a senior Nvidia employee, potentially creating an internal corporate governance problem.
Simon argues Jensen's relatively small voting stake left him vulnerable to pressure that founders like Elon and Mark Zuckerberg are better positioned to resist.
And behind the boardroom sits another layer of power: BlackRock, Vanguard and State Street, whose enormous holdings give them significant influence over corporate America.
The incentives point towards a struggle between Washington's military establishment and the financial and technology interests that want unrestricted access to Chinese markets.
And the consequences could extend far beyond Nvidia.
If America's most important AI chipmaker can lose its founder amid a geopolitical power struggle, what does that mean for the future of the AI boom?
@SimonDixonTwitt