Nuclear power plants operated by France face particular stress from elevated river water temps and reduced flow volumes. Studies indicate outage levels could x2 at Chooz and x10 at Golfech reactors by 2050, w/ up to 14% of generation requiring curtailment in worst-case years.

After years of losing international transfers maket share to less greedy providers and crypto $WU - business that should not exist on 2025, moves to crypto. Western Union to Launch Stablecoin in 2026 -- WSJ Western Union to Build Stablecoin on Solana Blockchain, Issue With Anchorage -- WSJ Western Union to Launch Digital Asset Network of Wallet Providers -- WSJ

In 2000s, more than 50% of the population in Southeast Asia, aged >15yr, used tobacco. By 2030, it's expected that fewer 20% people in Southeast Asia will consume tobacco. Europe smokes the most now. WHO set its own target of reducing tobacco use by 30% within 15yrs $PM https://pbs.twimg.com/media/G4SiGRLXsAEpX3d?format=png&name=large

Recent portfolio moves: https://pbs.twimg.com/media/G4NJfHiXEAAq7Rn?format=png&name=900x900 -Increased AKO1L again by ~30% at 1.795. Sizable buybacks give comfort buying at ATH. -Returned to MDARA in ~9.65-9.75 range. Expecting a notable improvement in margins, reasonable top line growth and geo expansion announcement (hinted at Q2) -Entering VLP1L for first time at 10.5. Sizable insider buying before Q3 drops. But I'm leaning on a favorable acquisition price of MPK (see recent blogpost). CEO hints at doubling revenue -Nailing a local bottom w/ another $ALAB buy at $151, reporting now, bc >1% weight -And as reported Friday, likely temporarily sold $INTC at 83.2% profit (>900% CAGR), will seek to repurchase in $32-35 range.

Been making moves in portfolio, will try to report tomorrow. Just a quick one on $INTC: Q3 with notable improvement in execution, margins. https://pbs.twimg.com/media/G3-LrBJXsAAT_Xn?format=png&name=medium Bought on technicals at $23. Then news came rolling in; sold today after hours for +80% profit in 3 months. Will try to repurchase lower.

Institutionals out, retail in. Bank of America Securities said clients resumed selling U.S. stocks last week after briefly “buying the dip,” led by institutional and hedge fund outflows. Despite a 1.7% gain in the S&P 500, $2.1 billion in single-stock outflows outweighed $1.2 billion of ETF inflows. Institutions, who were big buyers the week before, became the largest sellers, while hedge funds extended their selling streak to six weeks. Retail investors kept buying, focusing on mid-cap stocks.

I have previously introduced Lulu Rouge. Then Ninna Nanna pops into suggested, a remix by Trentemoller, another artist I've been listening for years. Such distinct, dark, subtle atmosphere these guys can summon. A lullaby of sorts. #GLMusicDiscovery

Daily I see headlines of RU hybrid warfare on ground and cyberspace. I want #EU to have a shadow fund, that operates to sabotage ruzzian infrastructure, "hauthi" the shadow fleet, nafo memes in ruzzian telegrams and vkontakte, pro democracy llm botnets in western media.

Donald Trump urged Volodymyr Zelenskyy to accept Russia’s terms for ending its war in a volatile White House meeting on Friday, warning that Vladimir Putin had said he would 'destroy' Ukraine if it did not agree - ft Another 180. There's a reason putin called A DAY before Zelenksy White House visit. Donnie can barely keep anything in his deteriorated mind. Like somebody said - his views are formed by the last person he talks to.

$AAPL - APPLE REPORTEDLY ENTERS ROBOTICS MARKET Apple is expanding smart home production in Vietnam with BYD, making devices like a HomePod-style display and a motorized tabletop robot, expected in 2026–2027. Morgan Stanley says the move brings AI into the physical world and positions Apple to compete with other major tech players in robotics. Can't do AI, but sure will do robotics. Reminiscent of Zuck chasing fads. (What's the return on that metaverse, from 2020-2022 capex?) $AAPL