Spekulatius

Decided to take a first bite at $BOL (Bollore) here, like a few others.

Sowjet Style propaganda from US department of Labor. Perfect horseshoe theory.

There is no reason to make it difficult to obtain ID‘s in the first place. Why does it need to be done by the DMV (which is more or less dysfunctional in many states and can’t handle driving licenses well). Make it essay to obtain ID for everyone then you can ask for them too.

India and China moving closer together it seems. they have been antagonistic for a long time. India always had ties to Russia. https://www.politico.eu/article/chinas-xi-welcomes-putin-modi-trump-roils-global-relations/

It was the same Germany where I lived. However it was super easy to get an ID and every one got one . This is not the case in the US depending on the state you live in. read my above post how it works in NC. 3month wait list to show up at DMV isn’t easy in my book. In Germany, I can get to the local town office as well as many other official offices (if you don’t happen to be in your hometown). Everyone got one once he is 16 years old and it’s also free (not the case in the US either).

Italmobiliare written up in VIC: https://valueinvestorsclub.com/idea/ItalMobiliare/4470386800 MSG discussion does not belong here.

I think in general, more than 80% of the value accrues to the customer. Also cloud is really a commodity st the core, so it seems that competition will prevent this from happening. I think the real money will be made by a company that may not exist yet, just how Google came out of nowhere after the internet infrastructure was in place and took the search market. It’s probably some super adapted SI agent That can crawl around your own property data and come up with no AI build solution that can make the average employee that works with ERP systems way productive or does away with some specialists that just move around things in those systems (logistics, purchasing, finance, HR functions etc).

$BNR.DE (Brenntag), BNTGY. I Just noticed that a limit order executed on Friday for a first lot. I am scaling into the chemical distributor again. The latest results were nothing to write home about (weak volumes, so so expense controls) . New CEO , the whole spiel. I know this company well and I think it will come around but the stock may go lower short term.

I am old enough to remember that Bell Labs was the #1 research institution ahead of Xerox Parc. How the mighty have fallen.

This is definitely not true. It takes way more effort to get an id card, ID cards are issued by DMV, just like the driving licenses. I don’t know if NC qualifies as liberal shithole but that is the state (I have lived in 4 so far) that was most difficult to get an appointment at the DMV. The DMV here is totally overloaded and it is also responsible for state ID as well.. Your choice is to book an appointment online which go at most 3 month ahead and slots immediately fill up, or do the walk in line, which often means you wait for hours and then never get to the end before the office closes. (FWIW, I found a way to beat the walk in line on NC but that’s another matter). The above are the reasons why a lot of people from out of state don’t have NV issued driving license or drive around with expired licenses too. it very common if you ask around. From all the states I have lived in MA was by far the best/ most streamline and quickest in term of the DMV, followed by NY, then CA and last NC. Now most residents don’t see that because generally speaking, states make it very easy to renew ID once you are resident which may make them believe it’s all good. I think it’s reasonable to ask for voter identification but it’s also reasonable to make it easy to obtain an ID (like starting from birth) and it isn’t. the problem I see is that it differ from state to state and some states seem to be doing a lousy job running this department . So if voter ID is mndatory, it should be a federal law to end how state provide ID to their citizens. The ID has to provided by the state because the voting occurs at a state level too. Also funny, most people think that a driving license means that you are eligible to vote and that is just not true. Both have nothing to do with each other. You could have a driving license and not be US citizen, or do not live in the same state any more. ID’s by itself don’t guarantee no voter fraud.

Why stop with guns though? I need a bazooka to defend against armored vehicles and tanks and Stinger missiles to defend against airplanes.

My biggest worry is meshing the fiat based banking system with crypto. Once banks can lend against crypto collateral , the systemic risks are going through the roof.

Large Russian gas station on fire: I wonder once they release the Flamingo birds.

DOGE “hero” big balls - a 19 year old programmer with a history of cybercrime who had been fired from former jobs had access to all SSN and created a copy of the SDN database in pot unsecured cloud environment. What could possible go wrong ? https://whistleblower.org/wp-content/uploads/2025/08/08-26-2025-Borges-Disclosure-Sanitized.pdf

The FAA won’t do this on its own, it would have to come from top down (Exec order from President or bipartisan legislation). Even with this in place, the airplane manufacturers would not have the means (manpower, manufacturing capability) to deal with ten thousand of different parts, so it’s not like turning on a switch.

Is the aftermarket not competing with the aircraft manufacturers aftermarket business to some extent. I think the biggest risk to OEM is regulatory. The FAA could make it easier to get OEM parts certified and or other rules in place to encourage competition. It’s after all regulation that enables these profit margins so regulation could also take them away.

Sold $BILL in my tax deferred accounts. Small position, but worked very well.

H1-B and H2-Bare two completely different visas though. There has been a lot of noises around H1-B visas too and some claim, they come from India with fake college degrees etc. If anything g, the H1-B visas should be expanded as they have been on a tight leash as far as the quotas are concerned . Even on H2-B visas, do you really think American want to do this work?

The F-35 is a great airplane when it flies but it often doesn’t. It’s operational readiness is low compared to other combat airplanes.

Where did you get the idea that H1-B visas get used for hotel workers. I got to the USA with and H1-B visa myself a long time ago and knows many H1-B visa holders and more than half have a PhD and all have a masters equivalent. The min requirement for H1-B are bachelors degree and min $60k salary as well as specialized knowledge and other things. The program used for hotel workers is the investor via (EB-5) where mostly Asian folks purchase a hotel (~800k min investment) and then pull in family members to work the hotel. Thats why so many Indians ended up owning hotels, motels and gas stations , I think. They are also hard working and good operators. Where do folks get their information from. All it takes is a 10min visit to USCIS.GOV to figure this out.

I doubt Canadian companies could do a deal in the current political climate.

Painful read. Ouch! https://www.cnn.com/2025/08/27/us/alaska-f-35-crash-accident-report-hnk-ml

15% of NVDA revenue in China yay or nay? Just a bit sloppy perhaps?

Average Joe in Turkey could buy property or stocks which also more then held their value in USD.

How is NNDXF up 10? I see about 33% which is nano cap is not much.