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اعتمد مجلس إدارة شركة العيد للأغذية في اجتماعه المنعقد يوم الخميس الموافق 28 مارس 2024 ، البيانات المالية للسنة المالية المنتهية في 31/12/2023، وأوصى بتوزيع أرباح نقدية للمساهمين بقيمة 10% من رأس المال المدفوع بواقع 10 فلس لكل سهم . و بلغ صافي ربح الشركة 3,202,752 د.ك عن السنة... المالية المنتهية في 31/12/2023، مقارنة بصافي ربح بلغت قيمته 2,510,258 د.ك عن السنة المالية المنتهية في 31/12/2022 وزيادة بنسبة 27.58% مع تحقيق إرتفاع ملحوظ في حقوق المساهمين بنسبة 101.81% . كما ارتفعت ربحية السهم للشركة بنسبة 23.14% عن السنة المالية المنتهية في 31/12/2023 ، وبلغت 16.60 فلساً، مقارنة بقيمة13.48 فلساً عن السنة المالية المنتهية في 31/12/2022، وارتفع اجمالي الإيرادات التشغيلية للشركة بنسبة 24.53% في نهاية عام 2023، مقارنة بنفس الفترة في عام 2022 . الرئيس التنفيذي لشركة العيد للأغذية المهندس محمد المطيري قال، 2023 هي سنة مميزة وعلامة جديدة وفارقة بكل المقاييس في رحلة العيد للأغذية. وأشار الى توصية مجلس إدارة العيد للأغذية بتوزيع 10% أرباح نقدية على المساهمين بواقع 10 فلس للسهم من رأس المال المدفوع عن السنة المالية المنتهية في 31/12/2023، والتي تعادل 100% من صافي الأرباح بحسب رأس مال الشركة الجديد، وذلك تأكيداً على تمسكنا بمبدأ الاستدامة في الأرباح للمساهمين والشركاء ترجمة لسعينا للنمو المتواصل. #العيد_للأغذية #العيد_نمو_متواصل In its meeting held on Thursday, March 28, 2024, the Board of Directors of Aleid Foods Company approved the financial statements for the fiscal year ending on 12/31/2023 and recommended the distribution of cash dividends to shareholders in the amount of 10% of the paid-up capital, at 10 Fils per share. The company's net profit amounted to KD 3,202,752 for the fiscal year ending on 12/31/2023, compared to a net profit amounting to KD 2,510,258 for the fiscal year ending on 12/31/2022, registering growth of 27.58%, while achieving a significant growth in shareholders' equity by 101.81%. The company's earnings per share also increased by 23.14% for the fiscal year ending on 12/31/2023, and amounted to 16.60 Fils, compared to 13.48 Fils for the fiscal year ending on 12/31/2022, and the company's total operating revenues increased by 24.53% at the end of the year 2023, compared to the same period in 2022. Aleid Foods Company’s CEO, Eng. Mohammad Al-Mutairi said, “2023 is a unique year marking a whole new milestone by all standards withing Aleid Foods journey” He referred to the recommendation of the Board of Directors of Aleid Foods to distribute 10% cash dividends to shareholders at the rate of 10 Fils per share from the paid-up capital for the financial year ending on 12/31/2023, which is equivalent to 100% of the net profits according to the company’s new capital, in confirmation of the company commitment to the principle of offering sustainable profits for shareholders and partners is a translation of its pursuit for continuous growth. #Aleid_Foods #Aleid_Continuous_Growthshow more

ALEID FOODS العيد للأغذية

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Hezbollah has been boasting how it could destroy the USS Gerald R. Ford (CVN-78) and its escorts. Lets dive into how Hezbollah Terrorists could attack a US Navy Aircraft carrier in the Med, what could happen, and the possible outcomes, assisted with Command Development Team simulation software. To understand the footage shown, let me break down some basic concepts of modern naval combat: Military ships often use a concept called "EMCON", which stands for EMission CONtrol, or "Radio silence" in laymans terms. Consider it like this: if you are with a flashlight in the night, you can spot a person say 500 Meters away by shining at him with the flashlight. You will however, be able to see that flashlight from many kilometers away, without being seen, even if it is directed at you, giving you the location of the person with the flashlight, without disclosing your presence. So ships really avoid "radio emissions", such as radar. Carrier Strike Groups (CSG) like the Ford CSG WANT Radar coverage for their own safety, but not in a way that their location can be known. This is done by Airplanes that fly in the general vicinity of the CSG, providing coverage, without compromising the CSG location. The US Navy uses the E-2 Hawkeye for this in most cases. In this case here, we are not using the E-2 Hawkeye, but the (likely in Theater anyway) E-3 Sentry from NATO. A system that is likely LESS sophisticated than the cutting edge E-2D Advanced Hawkeyes that were visible on the USS Ford pictures that surfaced recently. We do not simulate any carrier based "Combat Air Patrol" either, to test the "ship based" defenses. The composition of the Ford CSG is modeled using the actual ships listed. The CSG is moving on a nothern course at 15 knots, under full EMCON, 115 miles off the coast. The maximum range of the Russian Bastion-P coastal missle complex is about 100 miles, we have to assume that the US Navy will sail their ships outside of (possible) Hezbollah radar range. We also assume, as this is a time of very heightened alert, that the US Navy has Rules of Engagement that would allow it to shoot down any Hezbollah drones or craft coming at it with apparent hostile intention. I have assumed this to be 50 miles away from the CSG in this scenario. Now lets look at the Hezbollah side. We assume to have 6 Bastion-P complexes, with 2 missles per Transport-Erector-Launcher (TEL). So if it can be figured out where the CSG is, 12 P-800 Oniks missle with speeds over Mach 2 would be able to engage the CSG. The problem however is, that you can not "shoot" at a ship without knowing its location. While this may sound very simple indeed, when the ship you are looking for does not disclose its location voluntarily, you can not go to "marinetraffic" and look for the carrier. You can also not use your airforce, if you do not really have one, like Hezbollah. You can not use Sattelites, if you have none. You can try to use drones, if you know the overall direction, or use radar. Land based Radar? Out of Range. Drones? Yes, lets fly drones to the overall direction, hoping to see the carrier. Satellites? Nope. Wait, lets ask Putin. He will probably be nice enough to us, to have a liasion tell us in real time from a russian sattelite where the CSG is. And thats what we are running with here, as drones will not reach the carrier. A russian sattelite could provide rather real time information on the CSG location, allowing manual targeting. The video will provide you with the results. A US CSG with such powerful escorts will not be fundamentally threatened by the assets of Hezbollah. It will have to defend, but will do so rather easily. At the conclusion of the Engagement, the CSG still has literally 100s of SM-2, SM-6 and ESSM Missles. Note: this is done on commercially available software, the software uses NTDS/APP6 icons, white is air radar range, yellow surface, green sonar. The white cones off the missles are their onboard active radar seeker. If you have any questions understanding any of the things displyed, please ask. Note that this is a hobby analysis with publicly available data and tools, and not military research. Thanks for reading! #usnavy #HezbollahTerrorists #hezbullah #hezbollah #israel #IsraelUnderAttack #ukraine #russia #nato Naval News SubBrief Tyler Rogoway Status-6 (War & Military News) TheIntelFrog @CovertShores Raw Combat log output, starting with Hezbollah detecting CSG via RU Proxy: 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1070 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1149.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1071 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1149.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1072 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1149.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1073 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1145.4nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1074 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1153.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1075 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1148nm 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1073 has been positively identified as: DDG 63 Carney [Arleigh Burke Flight I] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1121 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1071 has been positively identified as: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1125 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1070 has been positively identified as: CVN 78 Gerald R. Ford - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1125 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1072 has been positively identified as: DDG 61 Ramage [Arleigh Burke Flight I] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1125 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1074 has been positively identified as: DDG 80 Roosevelt [Arleigh Burke Flight IIA] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1129 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1075 has been positively identified as: CG 60 Normandy [Ticonderoga Baseline 3, VLS] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1124 nm) 13/10/2023 12:47:23 - [USA] Contact: BOGEY #24 has been classified as: Ababil-3 UAV [Mod. Seeker 2D Copy] - Determined as: Unfriendly (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: AN/SPY-1D(V) MFR [ABM Mod]] [NCTR mode] at 56.9 nm) 13/10/2023 12:47:23 - [USA] Contact: BOGEY #26 has been classified as: Shahed-161 UAV - Determined as: Unfriendly (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: AN/SPY-1D(V) MFR [ABM Mod]] [NCTR mode] at 34.9 nm) 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3507 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 95.2nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3508 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.4nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3509 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 95.6nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3510 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.8nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3511 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.1nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3512 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.4nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3513 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 97.1nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3514 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 98nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3515 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 97.2nm 13/10/2023 12:48:12 - [USA] New contact! Designated VAMPIRE #3576 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 68deg - 91nm 13/10/2023 12:48:12 - [USA] New contact! Designated VAMPIRE #3577 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 89.9nm 13/10/2023 12:48:12 - [USA] New contact! Designated VAMPIRE #3578 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 90.7nm 13/10/2023 12:48:13 - Side 'Hezbollah' is now considered HOSTILE to USA 13/10/2023 12:48:13 - [USA] Contact: Shahed-161 UAV #26 has been manually marked as hostile! 13/10/2023 12:48:20 - [USA] Contact: BOGEY #22 has been manually marked as hostile! 13/10/2023 12:48:55 - [Hezbollah] New contact! Designated SAM #1238 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 266deg - 10nm 13/10/2023 12:48:59 - [Hezbollah] New contact! Designated SAM #1243 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 266deg - 8.6nm 13/10/2023 12:49:00 - [Hezbollah] New contact! Designated SAM #1245 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 234deg - 13.3nm 13/10/2023 12:49:17 - Weapon: RIM-174A ERAM SM-6 Blk IA #40 is attacking Shahed-161 UAV with a base PH of 90%. PH adjusted for weapon speed: 36% (pure-aerodynamic attitude control). Intercept angle is 304 deg - hit probability adjusted to 25%.Final PH: 25%. Result: 30 - MISS 13/10/2023 12:49:17 - [Hezbollah] Hezbollah :Contact SAM #1238 has been lost. 13/10/2023 12:49:25 - [Hezbollah] New contact! Designated SAM #1271 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 248deg - 13.1nm 13/10/2023 12:49:34 - Weapon: RIM-174A ERAM SM-6 Blk IB #41 is attacking Ababil-3 UAV [Mod. Seeker 2D Copy] with a base PH of 90%. Intercept angle is 51 deg - hit probability adjusted to 65%.Final PH: 65%. Result: 12 - HIT 13/10/2023 12:49:34 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has suffered weapon damage: 89.9 DPs 13/10/2023 12:49:34 - [Hezbollah] Hezbollah :Contact SAM #1271 has been lost. 13/10/2023 12:49:34 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has been destroyed! 13/10/2023 12:49:34 - [USA] Contact Ababil-3 UAV [Mod. Seeker 2D Copy] #23 has been lost. 13/10/2023 12:49:39 - Weapon: RIM-174A ERAM SM-6 Blk IB #42 is attacking Ababil-3 UAV [Mod. Seeker 2D Copy] with a base PH of 90%. Intercept angle is 313 deg - hit probability adjusted to 66%.Final PH: 66%. Result: 11 - HIT 13/10/2023 12:49:39 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has suffered weapon damage: 89.9 DPs 13/10/2023 12:49:39 - [Hezbollah] Hezbollah :Contact SAM #1243 has been lost. 13/10/2023 12:49:39 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has been destroyed! 13/10/2023 12:49:39 - [USA] Contact Ababil-3 UAV [Mod. Seeker 2D Copy] #24 has been lost. 13/10/2023 12:49:43 - Weapon: RIM-174A ERAM SM-6 Blk IB #43 is attacking Shahed-161 UAV with a base PH of 90%. Intercept angle is 65 deg - hit probability adjusted to 57%.Final PH: 57%. Result: 11 - HIT 13/10/2023 12:49:43 - [Hezbollah] Shahed-161 UAV has suffered weapon damage: 89.9 DPs 13/10/2023 12:49:43 - [Hezbollah] Hezbollah :Contact SAM #1245 has been lost. 13/10/2023 12:49:43 - [Hezbollah] Shahed-161 UAV has been destroyed! 13/10/2023 12:49:43 - [USA] Contact Shahed-161 UAV #25 has been lost. 13/10/2023 12:49:54 - [Hezbollah] New contact! Designated SAM #1301 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 258deg - 10.5nm 13/10/2023 12:50:10 - Weapon: RIM-174A ERAM SM-6 Blk IA #44 is attacking Shahed-161 UAV with a base PH of 90%. PH adjusted for weapon speed: 83% (pure-aerodynamic attitude control). Target signature modifier: -5% (Director [Active Radar Seeker] has tech-gen: Late 2010s). Intercept angle is 316 deg - hit probability adjusted to 59%.Final PH: 59%. Result: 42 - HIT 13/10/2023 12:50:10 - [Hezbollah] Shahed-161 UAV has suffered weapon damage: 89 DPs 13/10/2023 12:50:10 - [Hezbollah] Hezbollah :Contact SAM #1301 has been lost. 13/10/2023 12:50:10 - [Hezbollah] Shahed-161 UAV has been destroyed! 13/10/2023 12:50:10 - [USA] Contact Shahed-161 UAV #26 has been lost. 13/10/2023 12:51:58 - [USA] Contact: VAMPIRE #3507 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:51:59 - [USA] Contact: VAMPIRE #3508 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:51:59 - [USA] Contact: VAMPIRE #3509 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:51:59 - [USA] Contact: VAMPIRE #3511 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:00 - [USA] Contact: VAMPIRE #3510 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:52:00 - [USA] Contact: VAMPIRE #3512 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:04 - [USA] Contact: VAMPIRE #3513 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:04 - [USA] Contact: VAMPIRE #3577 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:05 - [USA] Contact: VAMPIRE #3514 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:52:05 - [USA] Contact: VAMPIRE #3515 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:06 - [USA] Contact: VAMPIRE #3576 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:52:06 - [USA] Contact: VAMPIRE #3578 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:08 - Weapon: RIM-162D ESSM #45 is attacking SSC-5 Stooge [P-800 Yakhont] #28 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 357 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 34 - HIT 13/10/2023 12:52:08 - [USA] Contact GuidedWeapon #3507 has been lost. 13/10/2023 12:52:09 - Weapon: RIM-162D ESSM #46 is attacking SSC-5 Stooge [P-800 Yakhont] #29 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 358 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 31 - HIT 13/10/2023 12:52:09 - [USA] Contact GuidedWeapon #3508 has been lost. 13/10/2023 12:52:11 - Weapon: RIM-162D ESSM #49 is attacking SSC-5 Stooge [P-800 Yakhont] #32 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 358 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 36 - HIT 13/10/2023 12:52:11 - [USA] Contact GuidedWeapon #3511 has been lost. 13/10/2023 12:52:11 - Weapon: RIM-162A ESSM #52 is attacking SSC-5 Stooge [P-800 Yakhont] #31 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 355 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 9 - HIT 13/10/2023 12:52:11 - [USA] Weapon: RIM-162A ESSM #57 has been redirected to new target: GuidedWeapon #3515 13/10/2023 12:52:11 - [USA] Contact GuidedWeapon #3510 has been lost. 13/10/2023 12:52:12 - Weapon: RIM-162D ESSM #50 is attacking SSC-5 Stooge [P-800 Yakhont] #30 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 356 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 25 - HIT 13/10/2023 12:52:12 - [USA] Contact GuidedWeapon #3509 has been lost. 13/10/2023 12:52:12 - Weapon: RIM-162A ESSM #55 is attacking SSC-5 Stooge [P-800 Yakhont] #33 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 355 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 20 - HIT 13/10/2023 12:52:12 - [USA] Weapon: RIM-162A ESSM #59 has been redirected to new target: GuidedWeapon #3576 13/10/2023 12:52:12 - [USA] Contact GuidedWeapon #3512 has been lost. 13/10/2023 12:52:13 - [USA] Weapon: RIM-162D ESSM #47 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:14 - [USA] Weapon: RIM-162D ESSM #48 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:15 - Weapon: RIM-162A ESSM #57 is attacking SSC-5 Stooge [P-800 Yakhont] #36 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 0 deg - hit probability adjusted to 80%.Final PH: 80%. Result: 71 - HIT 13/10/2023 12:52:15 - [USA] Contact GuidedWeapon #3515 has been lost. 13/10/2023 12:52:16 - Weapon: RIM-162A ESSM #60 is attacking SSC-5 Stooge [P-800 Yakhont] #34 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 360 deg - hit probability adjusted to 80%.Final PH: 80%. Result: 49 - HIT 13/10/2023 12:52:16 - [USA] Weapon: RIM-162A ESSM #65 has no eligible alternative target to be redirected to... 13/10/2023 12:52:16 - [USA] Contact GuidedWeapon #3513 has been lost. 13/10/2023 12:52:16 - [USA] Weapon: RIM-162D ESSM #51 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:16 - [USA] Weapon: RIM-162D ESSM #54 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:16 - [USA] Weapon: RIM-162D ESSM #58 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:16 - Weapon: RIM-162A ESSM #59 is attacking SSC-5 Stooge [P-800 Yakhont] #38 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 357 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 75 - HIT 13/10/2023 12:52:16 - [USA] Contact GuidedWeapon #3576 has been lost. 13/10/2023 12:52:16 - Weapon: RIM-162A ESSM #63 is attacking SSC-5 Stooge [P-800 Yakhont] #38 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 359 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 57 - HIT 13/10/2023 12:52:16 - [USA] Weapon: RIM-162A ESSM #70 has been redirected to new target: GuidedWeapon #3514 13/10/2023 12:52:16 - [USA] Contact GuidedWeapon #3577 has been lost. 13/10/2023 12:52:17 - [USA] Weapon: RIM-162D ESSM #53 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:17 - [USA] Weapon: RIM-162A ESSM #65 has no eligible alternative target to be redirected to... 13/10/2023 12:52:17 - [USA] Weapon: RIM-162D ESSM #56 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:17 - [USA] Weapon: RIM-162D ESSM #61 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:18 - Weapon: RIM-162A ESSM #70 is attacking SSC-5 Stooge [P-800 Yakhont] #35 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 358 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 63 - HIT 13/10/2023 12:52:18 - [USA] Contact GuidedWeapon #3514 has been lost. 13/10/2023 12:52:18 - Weapon: RIM-174A ERAM SM-6 Blk IA #73 is attacking SSC-5 Stooge [P-800 Yakhont] #39 with a base PH of 90%. Intercept angle is 355 deg - hit probability adjusted to 88%.Final PH: 88%. Result: 34 - HIT 13/10/2023 12:52:18 - [USA] Contact GuidedWeapon #3578 has been lost.

Hezbollah has been boasting how it could destroy the USS Gerald R. Ford (CVN-78) and its escorts. Lets dive into how Hezbollah Terrorists could attack a US Navy Aircraft carrier in the Med, what could happen, and the possible outcomes, assisted with Command Development Team simulation software. To understand the footage shown, let me break down some basic concepts of modern naval combat: Military ships often use a concept called "EMCON", which stands for EMission CONtrol, or "Radio silence" in laymans terms. Consider it like this: if you are with a flashlight in the night, you can spot a person say 500 Meters away by shining at him with the flashlight. You will however, be able to see that flashlight from many kilometers away, without being seen, even if it is directed at you, giving you the location of the person with the flashlight, without disclosing your presence. So ships really avoid "radio emissions", such as radar. Carrier Strike Groups (CSG) like the Ford CSG WANT Radar coverage for their own safety, but not in a way that their location can be known. This is done by Airplanes that fly in the general vicinity of the CSG, providing coverage, without compromising the CSG location. The US Navy uses the E-2 Hawkeye for this in most cases. In this case here, we are not using the E-2 Hawkeye, but the (likely in Theater anyway) E-3 Sentry from NATO. A system that is likely LESS sophisticated than the cutting edge E-2D Advanced Hawkeyes that were visible on the USS Ford pictures that surfaced recently. We do not simulate any carrier based "Combat Air Patrol" either, to test the "ship based" defenses. The composition of the Ford CSG is modeled using the actual ships listed. The CSG is moving on a nothern course at 15 knots, under full EMCON, 115 miles off the coast. The maximum range of the Russian Bastion-P coastal missle complex is about 100 miles, we have to assume that the US Navy will sail their ships outside of (possible) Hezbollah radar range. We also assume, as this is a time of very heightened alert, that the US Navy has Rules of Engagement that would allow it to shoot down any Hezbollah drones or craft coming at it with apparent hostile intention. I have assumed this to be 50 miles away from the CSG in this scenario. Now lets look at the Hezbollah side. We assume to have 6 Bastion-P complexes, with 2 missles per Transport-Erector-Launcher (TEL). So if it can be figured out where the CSG is, 12 P-800 Oniks missle with speeds over Mach 2 would be able to engage the CSG. The problem however is, that you can not "shoot" at a ship without knowing its location. While this may sound very simple indeed, when the ship you are looking for does not disclose its location voluntarily, you can not go to "marinetraffic" and look for the carrier. You can also not use your airforce, if you do not really have one, like Hezbollah. You can not use Sattelites, if you have none. You can try to use drones, if you know the overall direction, or use radar. Land based Radar? Out of Range. Drones? Yes, lets fly drones to the overall direction, hoping to see the carrier. Satellites? Nope. Wait, lets ask Putin. He will probably be nice enough to us, to have a liasion tell us in real time from a russian sattelite where the CSG is. And thats what we are running with here, as drones will not reach the carrier. A russian sattelite could provide rather real time information on the CSG location, allowing manual targeting. The video will provide you with the results. A US CSG with such powerful escorts will not be fundamentally threatened by the assets of Hezbollah. It will have to defend, but will do so rather easily. At the conclusion of the Engagement, the CSG still has literally 100s of SM-2, SM-6 and ESSM Missles. Note: this is done on commercially available software, the software uses NTDS/APP6 icons, white is air radar range, yellow surface, green sonar. The white cones off the missles are their onboard active radar seeker. If you have any questions understanding any of the things displyed, please ask. Note that this is a hobby analysis with publicly available data and tools, and not military research. Thanks for reading! #usnavy #HezbollahTerrorists #hezbullah #hezbollah #israel #IsraelUnderAttack #ukraine #russia #nato Naval News SubBrief Tyler Rogoway Status-6 (War & Military News) TheIntelFrog @CovertShores Raw Combat log output, starting with Hezbollah detecting CSG via RU Proxy: 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1070 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1149.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1071 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1149.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1072 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1149.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1073 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1145.4nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1074 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1153.3nm 13/10/2023 12:46:13 - [Hezbollah] New contact! Designated SKUNK #1075 - Detected by Resurs P1 [Sensors: Generic Satellite Visual Camera] at 177deg - 1148nm 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1073 has been positively identified as: DDG 63 Carney [Arleigh Burke Flight I] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1121 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1071 has been positively identified as: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1125 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1070 has been positively identified as: CVN 78 Gerald R. Ford - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1125 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1072 has been positively identified as: DDG 61 Ramage [Arleigh Burke Flight I] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1125 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1074 has been positively identified as: DDG 80 Roosevelt [Arleigh Burke Flight IIA] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1129 nm) 13/10/2023 12:46:23 - [Hezbollah] Contact: SKUNK #1075 has been positively identified as: CG 60 Normandy [Ticonderoga Baseline 3, VLS] - Determined as: Hostile (ID by: Resurs P1 [Sensor: Generic Satellite Visual Camera] at Estimated 1124 nm) 13/10/2023 12:47:23 - [USA] Contact: BOGEY #24 has been classified as: Ababil-3 UAV [Mod. Seeker 2D Copy] - Determined as: Unfriendly (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: AN/SPY-1D(V) MFR [ABM Mod]] [NCTR mode] at 56.9 nm) 13/10/2023 12:47:23 - [USA] Contact: BOGEY #26 has been classified as: Shahed-161 UAV - Determined as: Unfriendly (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: AN/SPY-1D(V) MFR [ABM Mod]] [NCTR mode] at 34.9 nm) 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3507 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 95.2nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3508 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.4nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3509 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 95.6nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3510 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.8nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3511 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.1nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3512 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 96.4nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3513 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 97.1nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3514 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 98nm 13/10/2023 12:47:52 - [USA] New contact! Designated VAMPIRE #3515 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 70deg - 97.2nm 13/10/2023 12:48:12 - [USA] New contact! Designated VAMPIRE #3576 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 68deg - 91nm 13/10/2023 12:48:12 - [USA] New contact! Designated VAMPIRE #3577 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 89.9nm 13/10/2023 12:48:12 - [USA] New contact! Designated VAMPIRE #3578 - Detected by E-3A Sentry [Sensors: AN/APY-2 RSIP] at 69deg - 90.7nm 13/10/2023 12:48:13 - Side 'Hezbollah' is now considered HOSTILE to USA 13/10/2023 12:48:13 - [USA] Contact: Shahed-161 UAV #26 has been manually marked as hostile! 13/10/2023 12:48:20 - [USA] Contact: BOGEY #22 has been manually marked as hostile! 13/10/2023 12:48:55 - [Hezbollah] New contact! Designated SAM #1238 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 266deg - 10nm 13/10/2023 12:48:59 - [Hezbollah] New contact! Designated SAM #1243 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 266deg - 8.6nm 13/10/2023 12:49:00 - [Hezbollah] New contact! Designated SAM #1245 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 234deg - 13.3nm 13/10/2023 12:49:17 - Weapon: RIM-174A ERAM SM-6 Blk IA #40 is attacking Shahed-161 UAV with a base PH of 90%. PH adjusted for weapon speed: 36% (pure-aerodynamic attitude control). Intercept angle is 304 deg - hit probability adjusted to 25%.Final PH: 25%. Result: 30 - MISS 13/10/2023 12:49:17 - [Hezbollah] Hezbollah :Contact SAM #1238 has been lost. 13/10/2023 12:49:25 - [Hezbollah] New contact! Designated SAM #1271 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 248deg - 13.1nm 13/10/2023 12:49:34 - Weapon: RIM-174A ERAM SM-6 Blk IB #41 is attacking Ababil-3 UAV [Mod. Seeker 2D Copy] with a base PH of 90%. Intercept angle is 51 deg - hit probability adjusted to 65%.Final PH: 65%. Result: 12 - HIT 13/10/2023 12:49:34 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has suffered weapon damage: 89.9 DPs 13/10/2023 12:49:34 - [Hezbollah] Hezbollah :Contact SAM #1271 has been lost. 13/10/2023 12:49:34 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has been destroyed! 13/10/2023 12:49:34 - [USA] Contact Ababil-3 UAV [Mod. Seeker 2D Copy] #23 has been lost. 13/10/2023 12:49:39 - Weapon: RIM-174A ERAM SM-6 Blk IB #42 is attacking Ababil-3 UAV [Mod. Seeker 2D Copy] with a base PH of 90%. Intercept angle is 313 deg - hit probability adjusted to 66%.Final PH: 66%. Result: 11 - HIT 13/10/2023 12:49:39 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has suffered weapon damage: 89.9 DPs 13/10/2023 12:49:39 - [Hezbollah] Hezbollah :Contact SAM #1243 has been lost. 13/10/2023 12:49:39 - [Hezbollah] Ababil-3 UAV [Mod. Seeker 2D Copy] has been destroyed! 13/10/2023 12:49:39 - [USA] Contact Ababil-3 UAV [Mod. Seeker 2D Copy] #24 has been lost. 13/10/2023 12:49:43 - Weapon: RIM-174A ERAM SM-6 Blk IB #43 is attacking Shahed-161 UAV with a base PH of 90%. Intercept angle is 65 deg - hit probability adjusted to 57%.Final PH: 57%. Result: 11 - HIT 13/10/2023 12:49:43 - [Hezbollah] Shahed-161 UAV has suffered weapon damage: 89.9 DPs 13/10/2023 12:49:43 - [Hezbollah] Hezbollah :Contact SAM #1245 has been lost. 13/10/2023 12:49:43 - [Hezbollah] Shahed-161 UAV has been destroyed! 13/10/2023 12:49:43 - [USA] Contact Shahed-161 UAV #25 has been lost. 13/10/2023 12:49:54 - [Hezbollah] New contact! Designated SAM #1301 - Detected by Shahed-161 UAV [Sensors: Generic IRST] at 258deg - 10.5nm 13/10/2023 12:50:10 - Weapon: RIM-174A ERAM SM-6 Blk IA #44 is attacking Shahed-161 UAV with a base PH of 90%. PH adjusted for weapon speed: 83% (pure-aerodynamic attitude control). Target signature modifier: -5% (Director [Active Radar Seeker] has tech-gen: Late 2010s). Intercept angle is 316 deg - hit probability adjusted to 59%.Final PH: 59%. Result: 42 - HIT 13/10/2023 12:50:10 - [Hezbollah] Shahed-161 UAV has suffered weapon damage: 89 DPs 13/10/2023 12:50:10 - [Hezbollah] Hezbollah :Contact SAM #1301 has been lost. 13/10/2023 12:50:10 - [Hezbollah] Shahed-161 UAV has been destroyed! 13/10/2023 12:50:10 - [USA] Contact Shahed-161 UAV #26 has been lost. 13/10/2023 12:51:58 - [USA] Contact: VAMPIRE #3507 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:51:59 - [USA] Contact: VAMPIRE #3508 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:51:59 - [USA] Contact: VAMPIRE #3509 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:51:59 - [USA] Contact: VAMPIRE #3511 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:00 - [USA] Contact: VAMPIRE #3510 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:52:00 - [USA] Contact: VAMPIRE #3512 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:04 - [USA] Contact: VAMPIRE #3513 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:04 - [USA] Contact: VAMPIRE #3577 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:05 - [USA] Contact: VAMPIRE #3514 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:52:05 - [USA] Contact: VAMPIRE #3515 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:06 - [USA] Contact: VAMPIRE #3576 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 13.9 nm) 13/10/2023 12:52:06 - [USA] Contact: VAMPIRE #3578 has been type-classified as: GuidedWeapon (Classification by: DDG 116 Thomas Hudner [Arleigh Burke Flight IIA Technology Insertion] [Sensor: Mk46 Mod 1 [CCD]] at 14 nm) 13/10/2023 12:52:08 - Weapon: RIM-162D ESSM #45 is attacking SSC-5 Stooge [P-800 Yakhont] #28 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 357 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 34 - HIT 13/10/2023 12:52:08 - [USA] Contact GuidedWeapon #3507 has been lost. 13/10/2023 12:52:09 - Weapon: RIM-162D ESSM #46 is attacking SSC-5 Stooge [P-800 Yakhont] #29 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 358 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 31 - HIT 13/10/2023 12:52:09 - [USA] Contact GuidedWeapon #3508 has been lost. 13/10/2023 12:52:11 - Weapon: RIM-162D ESSM #49 is attacking SSC-5 Stooge [P-800 Yakhont] #32 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 358 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 36 - HIT 13/10/2023 12:52:11 - [USA] Contact GuidedWeapon #3511 has been lost. 13/10/2023 12:52:11 - Weapon: RIM-162A ESSM #52 is attacking SSC-5 Stooge [P-800 Yakhont] #31 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 355 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 9 - HIT 13/10/2023 12:52:11 - [USA] Weapon: RIM-162A ESSM #57 has been redirected to new target: GuidedWeapon #3515 13/10/2023 12:52:11 - [USA] Contact GuidedWeapon #3510 has been lost. 13/10/2023 12:52:12 - Weapon: RIM-162D ESSM #50 is attacking SSC-5 Stooge [P-800 Yakhont] #30 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 356 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 25 - HIT 13/10/2023 12:52:12 - [USA] Contact GuidedWeapon #3509 has been lost. 13/10/2023 12:52:12 - Weapon: RIM-162A ESSM #55 is attacking SSC-5 Stooge [P-800 Yakhont] #33 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 355 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 20 - HIT 13/10/2023 12:52:12 - [USA] Weapon: RIM-162A ESSM #59 has been redirected to new target: GuidedWeapon #3576 13/10/2023 12:52:12 - [USA] Contact GuidedWeapon #3512 has been lost. 13/10/2023 12:52:13 - [USA] Weapon: RIM-162D ESSM #47 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:14 - [USA] Weapon: RIM-162D ESSM #48 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:15 - Weapon: RIM-162A ESSM #57 is attacking SSC-5 Stooge [P-800 Yakhont] #36 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 0 deg - hit probability adjusted to 80%.Final PH: 80%. Result: 71 - HIT 13/10/2023 12:52:15 - [USA] Contact GuidedWeapon #3515 has been lost. 13/10/2023 12:52:16 - Weapon: RIM-162A ESSM #60 is attacking SSC-5 Stooge [P-800 Yakhont] #34 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 360 deg - hit probability adjusted to 80%.Final PH: 80%. Result: 49 - HIT 13/10/2023 12:52:16 - [USA] Weapon: RIM-162A ESSM #65 has no eligible alternative target to be redirected to... 13/10/2023 12:52:16 - [USA] Contact GuidedWeapon #3513 has been lost. 13/10/2023 12:52:16 - [USA] Weapon: RIM-162D ESSM #51 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:16 - [USA] Weapon: RIM-162D ESSM #54 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:16 - [USA] Weapon: RIM-162D ESSM #58 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:16 - Weapon: RIM-162A ESSM #59 is attacking SSC-5 Stooge [P-800 Yakhont] #38 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 357 deg - hit probability adjusted to 78%.Final PH: 78%. Result: 75 - HIT 13/10/2023 12:52:16 - [USA] Contact GuidedWeapon #3576 has been lost. 13/10/2023 12:52:16 - Weapon: RIM-162A ESSM #63 is attacking SSC-5 Stooge [P-800 Yakhont] #38 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 359 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 57 - HIT 13/10/2023 12:52:16 - [USA] Weapon: RIM-162A ESSM #70 has been redirected to new target: GuidedWeapon #3514 13/10/2023 12:52:16 - [USA] Contact GuidedWeapon #3577 has been lost. 13/10/2023 12:52:17 - [USA] Weapon: RIM-162D ESSM #53 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:17 - [USA] Weapon: RIM-162A ESSM #65 has no eligible alternative target to be redirected to... 13/10/2023 12:52:17 - [USA] Weapon: RIM-162D ESSM #56 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:17 - [USA] Weapon: RIM-162D ESSM #61 is running blind for more than 5 sec... self-destructing. 13/10/2023 12:52:18 - Weapon: RIM-162A ESSM #70 is attacking SSC-5 Stooge [P-800 Yakhont] #35 with a base PH of 90%. Target speed modifier: -10%. Intercept angle is 358 deg - hit probability adjusted to 79%.Final PH: 79%. Result: 63 - HIT 13/10/2023 12:52:18 - [USA] Contact GuidedWeapon #3514 has been lost. 13/10/2023 12:52:18 - Weapon: RIM-174A ERAM SM-6 Blk IA #73 is attacking SSC-5 Stooge [P-800 Yakhont] #39 with a base PH of 90%. Intercept angle is 355 deg - hit probability adjusted to 88%.Final PH: 88%. Result: 34 - HIT 13/10/2023 12:52:18 - [USA] Contact GuidedWeapon #3578 has been lost.

C Schmitz

47,861 views • 3 years ago

$Hailey Bieber sold Rhode to e.l.f. for $1 billion in three years. Charlotte Tilbury took 7 years to clear $1 billion. Byredo took 16. The Rhode deal closed August 5, 2025. Rhode shipped 10 products at the time of sale. The 8-K disclosure was unusually granular for beauty M&A. $212 million in net sales for the 12 months ending March 31, 2025. Cost of goods around 19% of revenue. Zero physical retail. Direct-to-consumer only. That COGS line is the part Wall Street kept rereading. Estée Lauder runs closer to 30%. Charlotte Tilbury's pre-acquisition EBITDA margin sat at 3.8%. Rhode was printing margin because the SKU count was small enough to manufacture at scale on each item. The marketing line is where the real story sits. Tribe Dynamics tracked Rhode at $248 million in Earned Media Value in 2024 alone. Ranked #1 in skincare globally. 367% year-over-year EMV growth. Rhode ran a quarter-billion-dollar marketing campaign and paid for none of it. Reported marketing efficiency at the time of the deal was around 9x. Every dollar in brought back nine. Beauty incumbents run that ratio in the 3-4x range. The product strategy was the discipline most celebrity brands miss. Rhode launched June 2022 with three SKUs: peptide lip treatment, peptide glazing fluid, barrier restore cream. $20 to $40 pricing. Roughly one new product per quarter. The full catalog still fit on a single page at acquisition. KKW Beauty carried about 50 SKUs at peak. Kylie Cosmetics ran past 100. Both had 10x the operational complexity and a fraction of the multiple. The $35 phone case with a slot for the peptide lip treatment was the giveaway. Wearable advertising. A daily product reminder visible to every person Hailey's customer met that day. e.l.f. paid $800M at close plus a $200M earnout tied to growth e.l.f. now controls. Sephora distribution rolled out fall 2025. International through e.l.f.'s existing channels. TIME just named Rhode one of the 100 most influential companies of 2026. The 8-K already named it $21 million in net sales per SKU. Hailey was the only marketing department Rhode ever needed. e.l.f. paid $1 billion for the headcount.$

Hailey Bieber sold Rhode to e.l.f. for $1 billion in three years. Charlotte Tilbury took 7 years to clear $1 billion. Byredo took 16. The Rhode deal closed August 5, 2025. Rhode shipped 10 products at the time of sale. The 8-K disclosure was unusually granular for beauty M&A. $212 million in net sales for the 12 months ending March 31, 2025. Cost of goods around 19% of revenue. Zero physical retail. Direct-to-consumer only. That COGS line is the part Wall Street kept rereading. Estée Lauder runs closer to 30%. Charlotte Tilbury's pre-acquisition EBITDA margin sat at 3.8%. Rhode was printing margin because the SKU count was small enough to manufacture at scale on each item. The marketing line is where the real story sits. Tribe Dynamics tracked Rhode at $248 million in Earned Media Value in 2024 alone. Ranked #1 in skincare globally. 367% year-over-year EMV growth. Rhode ran a quarter-billion-dollar marketing campaign and paid for none of it. Reported marketing efficiency at the time of the deal was around 9x. Every dollar in brought back nine. Beauty incumbents run that ratio in the 3-4x range. The product strategy was the discipline most celebrity brands miss. Rhode launched June 2022 with three SKUs: peptide lip treatment, peptide glazing fluid, barrier restore cream. $20 to $40 pricing. Roughly one new product per quarter. The full catalog still fit on a single page at acquisition. KKW Beauty carried about 50 SKUs at peak. Kylie Cosmetics ran past 100. Both had 10x the operational complexity and a fraction of the multiple. The $35 phone case with a slot for the peptide lip treatment was the giveaway. Wearable advertising. A daily product reminder visible to every person Hailey's customer met that day. e.l.f. paid $800M at close plus a $200M earnout tied to growth e.l.f. now controls. Sephora distribution rolled out fall 2025. International through e.l.f.'s existing channels. TIME just named Rhode one of the 100 most influential companies of 2026. The 8-K already named it $21 million in net sales per SKU. Hailey was the only marketing department Rhode ever needed. e.l.f. paid $1 billion for the headcount.

Aakash Gupta

1,566,021 views • 4 months ago

“New net zero spending measures Table 3.9 sets out $12.3 billion in new net zero spending commitments over the forward estimates period and $18.2 billion over the medium term, across the 2025-26 MYEFO and this Budget. This follows net zero spending commitments of $6.9 billion (over the medium term) reported in the 2025-26 Budget, $24.3 billion (over the medium term) in the 2024-25 Budget, climate-related spending of $4.6 billion (to 2030) committed in the 2023-24 Budget and $24.9 billion (to 2030) committed in the October 2022-23 Budget.” •••••••••••••••••• Don’t be fooled by last nights budget reply where Angus Taylor said he would index the lower tax brackets. It’s too little too late. The lower tax bracket needs to be removed full stop. It’s absurd that people are taxed below the cost of living. is the only party that has committed to do this and identified the savings to fund it. Indexing the lower bracket of $18,200 by 4% will lift it by a measly $728. Applying next years tax rate of 14 cents, that will save you $102. This is no where near enough to adjust for 4% inflation on the poverty line of $45,000 which is $1,800. If he was serious about cutting taxes, Taylor should have cut spending much harder. There’s at least $10 billion every year wasted on net zero and $10 billion on bureaucrats gold plated pension scheme to name just a few. These are just two of the many programs People First will slash to cut income tax by $4,000 per annum. We will also crack down of offshore profit shifting to cut taxes even further.

“New net zero spending measures Table 3.9 sets out $12.3 billion in new net zero spending commitments over the forward estimates period and $18.2 billion over the medium term, across the 2025-26 MYEFO and this Budget. This follows net zero spending commitments of $6.9 billion (over the medium term) reported in the 2025-26 Budget, $24.3 billion (over the medium term) in the 2024-25 Budget, climate-related spending of $4.6 billion (to 2030) committed in the 2023-24 Budget and $24.9 billion (to 2030) committed in the October 2022-23 Budget.” •••••••••••••••••• Don’t be fooled by last nights budget reply where Angus Taylor said he would index the lower tax brackets. It’s too little too late. The lower tax bracket needs to be removed full stop. It’s absurd that people are taxed below the cost of living. is the only party that has committed to do this and identified the savings to fund it. Indexing the lower bracket of $18,200 by 4% will lift it by a measly $728. Applying next years tax rate of 14 cents, that will save you $102. This is no where near enough to adjust for 4% inflation on the poverty line of $45,000 which is $1,800. If he was serious about cutting taxes, Taylor should have cut spending much harder. There’s at least $10 billion every year wasted on net zero and $10 billion on bureaucrats gold plated pension scheme to name just a few. These are just two of the many programs People First will slash to cut income tax by $4,000 per annum. We will also crack down of offshore profit shifting to cut taxes even further.

Gerard Rennick

12,555 views • 4 months ago

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Google just reported $99 billion in profits it never actually received. Alphabet posted net income of $112.1 billion for a single quarter. Earnings per share came in at $9.11 against a Wall Street estimate of $2.87. That is one of the largest profit quarters any company has ever printed. Yet the stock fell about 7% the same day. When people read past the headline and opened the earnings release, they found the reason sitting in one footnote... $99 billion of that profit came from a line called other income. Alphabet describes it as "primarily the result of net unrealized gains on our equity securities." So Google did not sell anything. It marked up shares it already owned and ran the increase through its income statement. That single line added $77.1 billion to net income after tax. It accounted for $6.26 of the $9.11 in earnings per share. Strip it out and adjusted earnings per share were $2.85. Analysts wanted $2.89. The ACTUAL business missed. Now here is what makes this insane: Most of that $99 billion came from two holdings, SpaceX and Anthropic. SpaceX went public on June 12 at roughly $1.77 trillion, up from about $400 billion a year earlier. Alphabet's stake is worth $94.1 billion, and roughly $80 billion of it sits under sale restrictions. Anthropic went from a $350 billion valuation to $965 billion inside the same quarter. Alphabet's private company holdings were worth about $124.3 billion on June 30, and the vast majority of that is Anthropic. Google cannot sell either position right now. Now trace where that valuation came from: Google started putting money into Anthropic in 2023. A $300 million bet has grown into a $13.3 billion position with commitments of up to $30 billion more. Anthropic committed to buying at least five gigawatts of computing capacity from Google Cloud. Google Cloud revenue then grew 82% to about $24.8 billion, the strongest quarter that business has ever had. That growth is part of the story the market uses to price both companies. And when Anthropic's valuation jumped, Google booked the jump as its OWN profit. Google is the investor, the supplier, and the party deciding what the asset is worth. A tax and accounting consultant named Robert Willens flagged this back in April, pointing out that Alphabet is able to influence the value of one of its own assets. And Alphabet's free cash flow for the quarter was negative $5.9 billion. That is the first negative quarter since Google went public in August 2004. Capital spending hit $44.9 billion. Operating cash flow was $39.1 billion. Capex now eats about 37.5% of every dollar of revenue, the highest share in the company's public life. To fund it, Alphabet has taken on roughly $100 billion of debt this year and raised about $85 billion in a June share sale, its first in more than two decades. This is a company that spent years buying its own stock back. What happens next: Alphabet raised 2026 capital spending guidance to between $195 billion and $205 billion, the second raise in three months. The finance chief told analysts 2027 spending will rise significantly. The company also disclosed $811 billion in contracted future spending commitments as of June, up nearly $500 billion from March. Those commitments are signed contracts that get paid in cash. The profit is an estimate of what a private company might be worth on a given day. Estimates move in both directions. If Anthropic or SpaceX gets repriced downward, the same line that produced the biggest quarter in Google's history runs backwards, and this quarter produced no free cash flow to absorb it. Meta, Microsoft and Amazon are all carrying their own private AI stakes into their own earnings reports. Watch how much of their profit they actually collected in cash...

Ricardo

364,697 views • 2 months ago

Micron is going to $4,000 and here is why (Save this). For 25 years, DRAM prices did one thing, they went down. Memory makers overbuilt, supply overwhelmed demand, buyers had all the negotiating leverage and that commodity trap crushed memory stocks every single cycle. What you are watching right now is a complete structural break from that 25 year trend. DRAM contract prices are up 700% year over year and the reason is AI and it is not going away. HBM3 was 12 layers, HBM4 in production and shipping now to Nvidia's latest GPUs is 16 layers. Each generation consumes significantly more wafer to produce than the last, meaning supply structurally tightens as the technology advances. Memory was 8% of hyperscaler capex in 2023 but is 35% in 2026 and is projected to hit 48% in 2027. Nearly half of everything Microsoft, Amazon, Google, and Meta spend on infrastructure will go to memory by next year. Going from the GB300 to the Vera Rubin 200 generation, GPU cost went up 57% while memory cost went up 435%. There are three companies on earth that can make DRAM at scale, Samsung, SK Hynix, and Micron. Both Samsung and SK Hynix are converting capacity to HBM which means conventional DRAM supply tightens further for everything else, and Micron captures pricing on both sides. Micron guided to $33.5 billion for Q3 and they reported $41.46 billion, a $7.96 billion beat, the largest earnings beat in the company's history. Gross margins came in at 85% above the 81% they guided. For Q4, they are now guiding to $50 billion in revenue with ~86% gross margins and $31 EPS. At $112 EPS in FY2027, the pre-earnings consensus and a 35x multiple, that is a $3,920 stock but with Q4 guiding to $31 EPS alone in a single quarter, FY2027 estimates will be revised meaningfully higher. Deutsche Bank says the supply-demand gap worsens through all of 2027 and into 2028. The market still thinks this is a cyclical bounce but this is far from it. This is the first chapters of a multi year repricing of the most critical component in the AI economy and Micron is at the center of it. Follow me Melvin for more AI, semis, and the next big market themes.

Micron is going to $4,000 and here is why (Save this). For 25 years, DRAM prices did one thing, they went down. Memory makers overbuilt, supply overwhelmed demand, buyers had all the negotiating leverage and that commodity trap crushed memory stocks every single cycle. What you are watching right now is a complete structural break from that 25 year trend. DRAM contract prices are up 700% year over year and the reason is AI and it is not going away. HBM3 was 12 layers, HBM4 in production and shipping now to Nvidia's latest GPUs is 16 layers. Each generation consumes significantly more wafer to produce than the last, meaning supply structurally tightens as the technology advances. Memory was 8% of hyperscaler capex in 2023 but is 35% in 2026 and is projected to hit 48% in 2027. Nearly half of everything Microsoft, Amazon, Google, and Meta spend on infrastructure will go to memory by next year. Going from the GB300 to the Vera Rubin 200 generation, GPU cost went up 57% while memory cost went up 435%. There are three companies on earth that can make DRAM at scale, Samsung, SK Hynix, and Micron. Both Samsung and SK Hynix are converting capacity to HBM which means conventional DRAM supply tightens further for everything else, and Micron captures pricing on both sides. Micron guided to $33.5 billion for Q3 and they reported $41.46 billion, a $7.96 billion beat, the largest earnings beat in the company's history. Gross margins came in at 85% above the 81% they guided. For Q4, they are now guiding to $50 billion in revenue with ~86% gross margins and $31 EPS. At $112 EPS in FY2027, the pre-earnings consensus and a 35x multiple, that is a $3,920 stock but with Q4 guiding to $31 EPS alone in a single quarter, FY2027 estimates will be revised meaningfully higher. Deutsche Bank says the supply-demand gap worsens through all of 2027 and into 2028. The market still thinks this is a cyclical bounce but this is far from it. This is the first chapters of a multi year repricing of the most critical component in the AI economy and Micron is at the center of it. Follow me Melvin for more AI, semis, and the next big market themes.

Melvin

94,150 views • 3 months ago

Which UK city has the most amount of people on benefits? Here’s a brief breakdown of the populations of the top 5 cities using census data: 1. Birmingham, Britain’s second largest city, with 26.7% of its population being born outside the UK. Birmingham also has a significant Muslim population, which increased from 14.3% in 2001 to 29.9% in 2021, according to census data. The city is home to large South Asian communities, particularly from Pakistan. 2. Wolverhampton has an Asian population of 21.2%. Reflecting its diversity, Wolverhampton has a significant Sikh population, the largest percentage in England and Wales, accounting for 12% of the city's population in 2021. The city also has a notable Muslim population at 5.5% and Hindu at 3.7%. 76.1% of residents were born in England, which indirectly suggests that 23.9% were born elsewhere. Of these, the most significant foreign-born populations were from India (7.7%) and Romania (1.4%). 3. Bradford has the highest number and highest population share of foreign-born residents in the region. Between 2001 and 2011, there was a 62.2% increase in non-UK born people living in Bradford, from 55,258 to 89,601, accounting for 17.2% of the district's population. Staggeringly, one area is noted for having 64.9% of its residents being foreign-born post-2011. 30.5% of Bradford's population identifies as Muslim, making it the highest proportion in any UK city. This represents an increase from 24.7% in 2011. The city also has the largest proportion of residents of Pakistani ethnic origin in England, at 20.3% or 106,614 people in 2011. 4. Oldham has about 18% of residents born outside England with significant numbers from Pakistan (5.3%). In the first six months of 2023, Oldham saw 1,735 adult migrants arrive, with significant numbers from Pakistan (28%) and Nigeria (18%). This indicates a notable influx of migrants from these countries. There was a reported 372% increase in foreign-born children in Oldham schools over a two-year period. 5. Manchester, approximately 31% of residents were born outside the UK, compared to 16.6% for England and Wales as a whole. After those born in the UK, the second highest region of birth for Manchester residents is the Middle East and Asia, with 52,085 residents. Between 2001 and 2011, the migrant population in Manchester increased by 119%, making it one of the areas with the highest growth in foreign-born residents in the North West of England. After English, the most common languages spoken in Manchester are Urdu and Arabic.

Which UK city has the most amount of people on benefits? Here’s a brief breakdown of the populations of the top 5 cities using census data: 1. Birmingham, Britain’s second largest city, with 26.7% of its population being born outside the UK. Birmingham also has a significant Muslim population, which increased from 14.3% in 2001 to 29.9% in 2021, according to census data. The city is home to large South Asian communities, particularly from Pakistan. 2. Wolverhampton has an Asian population of 21.2%. Reflecting its diversity, Wolverhampton has a significant Sikh population, the largest percentage in England and Wales, accounting for 12% of the city's population in 2021. The city also has a notable Muslim population at 5.5% and Hindu at 3.7%. 76.1% of residents were born in England, which indirectly suggests that 23.9% were born elsewhere. Of these, the most significant foreign-born populations were from India (7.7%) and Romania (1.4%). 3. Bradford has the highest number and highest population share of foreign-born residents in the region. Between 2001 and 2011, there was a 62.2% increase in non-UK born people living in Bradford, from 55,258 to 89,601, accounting for 17.2% of the district's population. Staggeringly, one area is noted for having 64.9% of its residents being foreign-born post-2011. 30.5% of Bradford's population identifies as Muslim, making it the highest proportion in any UK city. This represents an increase from 24.7% in 2011. The city also has the largest proportion of residents of Pakistani ethnic origin in England, at 20.3% or 106,614 people in 2011. 4. Oldham has about 18% of residents born outside England with significant numbers from Pakistan (5.3%). In the first six months of 2023, Oldham saw 1,735 adult migrants arrive, with significant numbers from Pakistan (28%) and Nigeria (18%). This indicates a notable influx of migrants from these countries. There was a reported 372% increase in foreign-born children in Oldham schools over a two-year period. 5. Manchester, approximately 31% of residents were born outside the UK, compared to 16.6% for England and Wales as a whole. After those born in the UK, the second highest region of birth for Manchester residents is the Middle East and Asia, with 52,085 residents. Between 2001 and 2011, the migrant population in Manchester increased by 119%, making it one of the areas with the highest growth in foreign-born residents in the North West of England. After English, the most common languages spoken in Manchester are Urdu and Arabic.

J Stewart

118,173 views • 1 year ago

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.

Finn Stockinger

14,639 views • 3 months ago

My graphic illustrates the large number of vacant and derelict properties in Dublin City. It also shows the 4,666 entire houses or apartments currently listed for short-term letting on the Airbnb platform, with a total of 18,649 across Ireland. Landowners owe councils €50 million as 90% of vacant site levies go unpaid. Intended to prevent land hoarding and accelerate housing development, only €138,335 of €9.6 million owed in 2022 was collected. Thirteen of 31 local authorities issued no demands, and of the 18 that did, only four collected any money. Dublin City Council imposed nearly €4.9 million in levies but collected nothing. The prolonged dereliction of properties should be considered social vandalism, a crime against the state and the common good. An effective vacant and derelict tax, coupled with a compulsory sales order, could dissuade landlords from hoarding land, particularly sites that have been vacant and derelict for an extended period. Homelessness in Ireland has reached another new record high, with 14,760 people homeless and relying on emergency accommodation, including 4,561 children from 2,133 families, according to the latest figures released by the Department of Housing. The Housing for All plan, launched by the Irish government in September 2021, is their housing strategy aimed at addressing the country's housing crisis. However, since its implementation, statistics have revealed alarming trends: • Total homelessness increased by 74%, from 8,475 to 14,760. • Homeless adults increased by 66%, from 6,131 to 10,199 . • Homeless children increased by 95%, from 2,344 to 4,561. The 2022 Census shows that the country has 166,752 vacant homes and 66,135 empty holiday homes. Notably, nearly a third of these vacant homes (48,387) have been unoccupied since 2016. Predictably, rent has doubled over the past 13 years and house prices have surged by 55%, marking the fastest growth in any major EU economy. Average rents have soared by 43% compared to pre-Covid levels, with Dublin rents now averaging €2,476. In the capital, a typical three-bed semi-detached home costs €517,333. The average house price in Dublin is rising by €469 per week. To purchase a new home in Dublin priced around €395,000, a first-time buyer typically needs an annual income of at least €77,142 and must also have a minimum deposit of 10%, amounting to around €39,500. This financial barrier helps explain why an estimated 10,600 people left Ireland to live in Australia last year, up from 4,700 the previous year—a staggering 126% increase. This marks the highest level of emigration to Australia since 2013. Currently, vulture funds own 1 in 6 mortgages in the Irish housing market, while cuckoo funds and the State purchase 42% of new homes. This situation has led to a record number of first-time buyers competing for the smallest supply of housing stock in over a decade. Nationally, just over 11,000 homes are available for purchase, a stark contrast to 2012 when 60,000 homes were on the market. A garda and a nurse with a combined salary of €89,000 cannot afford a three-bedroom semi-detached house in greater Dublin. To add to the crisis, the income needed to buy a new home in Dublin is €127,000, which surpasses even a TD's basic salary of €108,987. Consequently, 68% of people in their late 20s still live with their parents, a figure that is nearly 26% higher than the EU average of 42.1%. #Dublin #Ireland #HousingCrisis #DerelictIreland #homeless #Airbnb #GE2024 #HousingForAll #Election24 #RTEPT

My graphic illustrates the large number of vacant and derelict properties in Dublin City. It also shows the 4,666 entire houses or apartments currently listed for short-term letting on the Airbnb platform, with a total of 18,649 across Ireland. Landowners owe councils €50 million as 90% of vacant site levies go unpaid. Intended to prevent land hoarding and accelerate housing development, only €138,335 of €9.6 million owed in 2022 was collected. Thirteen of 31 local authorities issued no demands, and of the 18 that did, only four collected any money. Dublin City Council imposed nearly €4.9 million in levies but collected nothing. The prolonged dereliction of properties should be considered social vandalism, a crime against the state and the common good. An effective vacant and derelict tax, coupled with a compulsory sales order, could dissuade landlords from hoarding land, particularly sites that have been vacant and derelict for an extended period. Homelessness in Ireland has reached another new record high, with 14,760 people homeless and relying on emergency accommodation, including 4,561 children from 2,133 families, according to the latest figures released by the Department of Housing. The Housing for All plan, launched by the Irish government in September 2021, is their housing strategy aimed at addressing the country's housing crisis. However, since its implementation, statistics have revealed alarming trends: • Total homelessness increased by 74%, from 8,475 to 14,760. • Homeless adults increased by 66%, from 6,131 to 10,199 . • Homeless children increased by 95%, from 2,344 to 4,561. The 2022 Census shows that the country has 166,752 vacant homes and 66,135 empty holiday homes. Notably, nearly a third of these vacant homes (48,387) have been unoccupied since 2016. Predictably, rent has doubled over the past 13 years and house prices have surged by 55%, marking the fastest growth in any major EU economy. Average rents have soared by 43% compared to pre-Covid levels, with Dublin rents now averaging €2,476. In the capital, a typical three-bed semi-detached home costs €517,333. The average house price in Dublin is rising by €469 per week. To purchase a new home in Dublin priced around €395,000, a first-time buyer typically needs an annual income of at least €77,142 and must also have a minimum deposit of 10%, amounting to around €39,500. This financial barrier helps explain why an estimated 10,600 people left Ireland to live in Australia last year, up from 4,700 the previous year—a staggering 126% increase. This marks the highest level of emigration to Australia since 2013. Currently, vulture funds own 1 in 6 mortgages in the Irish housing market, while cuckoo funds and the State purchase 42% of new homes. This situation has led to a record number of first-time buyers competing for the smallest supply of housing stock in over a decade. Nationally, just over 11,000 homes are available for purchase, a stark contrast to 2012 when 60,000 homes were on the market. A garda and a nurse with a combined salary of €89,000 cannot afford a three-bedroom semi-detached house in greater Dublin. To add to the crisis, the income needed to buy a new home in Dublin is €127,000, which surpasses even a TD's basic salary of €108,987. Consequently, 68% of people in their late 20s still live with their parents, a figure that is nearly 26% higher than the EU average of 42.1%. #Dublin #Ireland #HousingCrisis #DerelictIreland #homeless #Airbnb #GE2024 #HousingForAll #Election24 #RTEPT

Rob Cross

46,373 views • 1 year ago

$521.50 per MSTR. This is my current base case for Strategy's price by March 31, 2028, calculated using Strategy Simulator. The calculation is based on 7 input assumptions used to produce the price. I provide each of my assumptions and the rationale for each below. 1) Bitcoin price: $126,000 I chose March 2028 because I assume BTC will return to its old all-time high at or before this date, as it did in March 2024 in the previous cycle. Bull and bear cycles are muting, but also accelerating. The bulk of a bull cycle's gains and losses are now happening well before the post-halving year. Given we're at the cycle 200WMA, the power law floor, and we tend to bottom near midterms, I believe we will make an accelerated return to the previous high within the next 18 months, aided by capital rotation out of AI. This will be followed by months of chop close to that level, like in 2024. 2) mNAV: 2.0 This is in the realm of Strategy's bull market EV mNAV based on data from last cycle. In the particular months when it broke all-time highs, EV mNAV could expand as high as 2.5X. I do not doubt that people will buy in at 1.5X to 2.5X premiums again as BTC continues ripping: in a bull market, FOMO is a helluva drug. 3) Fully Diluted Shares Outstanding: 696.7M Since the start of 2023, Strategy has increased MSTR's share count at a rate of 40.5% per year. I assume this rate continues, moving from 402M shares today to 696M by March 2028. 4) Cost of Capital: 12% I assume Strategy will return STRC to par and begin heavy issuance again in the near future. I predict they will use proceeds from STRC to retire their convertible debt and all other preferred instruments, as was alluded into in Strategy's last earnings call, bringing their overall cost of capital to a blended, uniform 12%, as reflected by the current STRC dividend rate. I don't expect this rate to change soon. 5) The Balance Sheet Senior Claims: $95.79B Bitcoin Reserve: 2,058,409 BTC USD Reserve: $28.79B Here it gets really crazy. We have two clues from management as to how much STRC they'd like to issue at any given time. Firstly, they'd like to target a 90/10 BTC-to-USD split. Secondly, they'd like to target a range 2 to 3 years of USD coverage. Based on these clues, we can calculate how much STRC Strategy will issue based on how big we expect their balance sheet to get - using my previous assumptions of Bitcoin price, mNAV, and share issuance. It gets rather complex after that, since the amount of STRC issued also impacts the balance sheet assets - so it's a reflexive relationship. Running the numbers through Claude, these figures work out to the above. The numbers may seem astronomical now, but I daresay they're likely given how fast Strategy has proven it can accumulate BTC now - even in a bear market. Strategy is becoming a "MonSTR" and will likely be a growing method by which people get their BTC exposure going forward. I expect the business model to grow and continue to be validated (yet misunderstood) with time.

$521.50 per MSTR. This is my current base case for Strategy's price by March 31, 2028, calculated using Strategy Simulator. The calculation is based on 7 input assumptions used to produce the price. I provide each of my assumptions and the rationale for each below. 1) Bitcoin price: $126,000 I chose March 2028 because I assume BTC will return to its old all-time high at or before this date, as it did in March 2024 in the previous cycle. Bull and bear cycles are muting, but also accelerating. The bulk of a bull cycle's gains and losses are now happening well before the post-halving year. Given we're at the cycle 200WMA, the power law floor, and we tend to bottom near midterms, I believe we will make an accelerated return to the previous high within the next 18 months, aided by capital rotation out of AI. This will be followed by months of chop close to that level, like in 2024. 2) mNAV: 2.0 This is in the realm of Strategy's bull market EV mNAV based on data from last cycle. In the particular months when it broke all-time highs, EV mNAV could expand as high as 2.5X. I do not doubt that people will buy in at 1.5X to 2.5X premiums again as BTC continues ripping: in a bull market, FOMO is a helluva drug. 3) Fully Diluted Shares Outstanding: 696.7M Since the start of 2023, Strategy has increased MSTR's share count at a rate of 40.5% per year. I assume this rate continues, moving from 402M shares today to 696M by March 2028. 4) Cost of Capital: 12% I assume Strategy will return STRC to par and begin heavy issuance again in the near future. I predict they will use proceeds from STRC to retire their convertible debt and all other preferred instruments, as was alluded into in Strategy's last earnings call, bringing their overall cost of capital to a blended, uniform 12%, as reflected by the current STRC dividend rate. I don't expect this rate to change soon. 5) The Balance Sheet Senior Claims: $95.79B Bitcoin Reserve: 2,058,409 BTC USD Reserve: $28.79B Here it gets really crazy. We have two clues from management as to how much STRC they'd like to issue at any given time. Firstly, they'd like to target a 90/10 BTC-to-USD split. Secondly, they'd like to target a range 2 to 3 years of USD coverage. Based on these clues, we can calculate how much STRC Strategy will issue based on how big we expect their balance sheet to get - using my previous assumptions of Bitcoin price, mNAV, and share issuance. It gets rather complex after that, since the amount of STRC issued also impacts the balance sheet assets - so it's a reflexive relationship. Running the numbers through Claude, these figures work out to the above. The numbers may seem astronomical now, but I daresay they're likely given how fast Strategy has proven it can accumulate BTC now - even in a bear market. Strategy is becoming a "MonSTR" and will likely be a growing method by which people get their BTC exposure going forward. I expect the business model to grow and continue to be validated (yet misunderstood) with time.

Strategy Simulator

19,434 views • 1 month ago

Chamath Palihapitiya just dropped the number that explains the entire AI infrastructure trade (Save this). A gigawatt of compute now costs $100 billion and when he started his Arizona data center project it was $4 to $5 billion, it has gone up 20x in a single investment cycle. The implication is not just that AI infrastructure is expensive but rather that the capital barrier to owning meaningful compute has become so high that only a handful of entities in the world can actually build it and the companies who got there early are sitting on what may be the most durable pricing power in the history of the technology industry. This is the neocloud trade. The neocloud market, purpose-built GPU cloud providers like CoreWeave, Nebius, and Lambda Labs was worth $35 billion in 2026 and is projected to reach $236 billion by 2031, compounding at 46% annually. For context, that is faster growth than cloud computing itself posted in its first decade. The reason is very simple, hyperscalers like AWS, Azure, and Google are building for everything, storage, databases, enterprise software, networking and their GPU pricing reflects the overhead of that full-stack infrastructure. Neoclouds build for one thing only, AI compute. The result is a 60% to 85% cost advantage on the same Nvidia silicon, bare metal H100s at $0.78 to $2.79 per GPU-hour on a neocloud versus $3.43 to $5.07 per GPU-hour on a hyperscaler. That spread does not close as AI demand scales but rather it widens, because hyperscalers have to amortize legacy infrastructure and margin expectations that neoclouds do not carry. Gartner projects that by 2030, neoclouds will capture 20% of the $267 billion AI cloud market, and Vultr's own analysis says at least 80% of GPU market share by end of 2026 will be held by a small group of scaled neocloud providers. Now zoom into Nebius specifically, because it is the most interesting publicly traded proxy for this trade. Nebius is the infrastructure arm of the former Yandex Russia's equivalent of Google rebuilt from the ground up after Russia's invasion of Ukraine by Arkady Volozh and relisted on Nasdaq in October 2024. The team that built it already knew how to run internet-scale infrastructure at the lowest possible cost, which is exactly the operational DNA a neocloud requires. In Q1 2026, Nebius reported revenue of $399 million and already generating serious cash on a young business with revenue growing nearly eightfold year-over-year. Then in March 2026, Meta signed a five-year infrastructure agreement with Nebius worth up to $27 billion, $12 billion in committed dedicated GPU capacity deployments beginning early 2027, plus up to $15 billion more tied to Meta purchasing Nebius's unsold third-party capacity. The deal will be executed on one of the first large-scale deployments of Nvidia's Vera Rubin platform, the next-generation architecture after Blackwell making Nebius one of a tiny number of operators in the world with confirmed priority access to the most advanced AI hardware available. Following the contract, Nebius guided to $7 to $9 billion in annualized recurring revenue for 2026 representing 540% year-over-year growth. Chamath Palihapitiya point about the $100 billion capital moat is the bear case for new entrants and the bull case for incumbents. No one can afford to build the next CoreWeave or Nebius from scratch at current hardware and power costs. The companies that are already built, already contracted, and already deploying Nvidia's latest silicon have a moat that compounds with every GPU generation cycle because they get allocations first, they deploy fastest, and their customers re-sign rather than wait for a new operator that does not yet exist. Come join Milk Road Pro for our full breakdown, the complete neocloud competitive landscape, how to think about Nebius's valuation versus CoreWeave and AI entire thesis. Link below.

Chamath Palihapitiya just dropped the number that explains the entire AI infrastructure trade (Save this). A gigawatt of compute now costs $100 billion and when he started his Arizona data center project it was $4 to $5 billion, it has gone up 20x in a single investment cycle. The implication is not just that AI infrastructure is expensive but rather that the capital barrier to owning meaningful compute has become so high that only a handful of entities in the world can actually build it and the companies who got there early are sitting on what may be the most durable pricing power in the history of the technology industry. This is the neocloud trade. The neocloud market, purpose-built GPU cloud providers like CoreWeave, Nebius, and Lambda Labs was worth $35 billion in 2026 and is projected to reach $236 billion by 2031, compounding at 46% annually. For context, that is faster growth than cloud computing itself posted in its first decade. The reason is very simple, hyperscalers like AWS, Azure, and Google are building for everything, storage, databases, enterprise software, networking and their GPU pricing reflects the overhead of that full-stack infrastructure. Neoclouds build for one thing only, AI compute. The result is a 60% to 85% cost advantage on the same Nvidia silicon, bare metal H100s at $0.78 to $2.79 per GPU-hour on a neocloud versus $3.43 to $5.07 per GPU-hour on a hyperscaler. That spread does not close as AI demand scales but rather it widens, because hyperscalers have to amortize legacy infrastructure and margin expectations that neoclouds do not carry. Gartner projects that by 2030, neoclouds will capture 20% of the $267 billion AI cloud market, and Vultr's own analysis says at least 80% of GPU market share by end of 2026 will be held by a small group of scaled neocloud providers. Now zoom into Nebius specifically, because it is the most interesting publicly traded proxy for this trade. Nebius is the infrastructure arm of the former Yandex Russia's equivalent of Google rebuilt from the ground up after Russia's invasion of Ukraine by Arkady Volozh and relisted on Nasdaq in October 2024. The team that built it already knew how to run internet-scale infrastructure at the lowest possible cost, which is exactly the operational DNA a neocloud requires. In Q1 2026, Nebius reported revenue of $399 million and already generating serious cash on a young business with revenue growing nearly eightfold year-over-year. Then in March 2026, Meta signed a five-year infrastructure agreement with Nebius worth up to $27 billion, $12 billion in committed dedicated GPU capacity deployments beginning early 2027, plus up to $15 billion more tied to Meta purchasing Nebius's unsold third-party capacity. The deal will be executed on one of the first large-scale deployments of Nvidia's Vera Rubin platform, the next-generation architecture after Blackwell making Nebius one of a tiny number of operators in the world with confirmed priority access to the most advanced AI hardware available. Following the contract, Nebius guided to $7 to $9 billion in annualized recurring revenue for 2026 representing 540% year-over-year growth. Chamath Palihapitiya point about the $100 billion capital moat is the bear case for new entrants and the bull case for incumbents. No one can afford to build the next CoreWeave or Nebius from scratch at current hardware and power costs. The companies that are already built, already contracted, and already deploying Nvidia's latest silicon have a moat that compounds with every GPU generation cycle because they get allocations first, they deploy fastest, and their customers re-sign rather than wait for a new operator that does not yet exist. Come join Milk Road Pro for our full breakdown, the complete neocloud competitive landscape, how to think about Nebius's valuation versus CoreWeave and AI entire thesis. Link below.

Milk Road AI

139,047 views • 3 months ago

$🚨HOLY SH*T! If Democrats lose CNN, then you know we’re in trouble. CNN’s Fareed Zakaria TORCHES NYC and other Democrat-led cities over failed policies and astronomical spending, promising everything while wasting billions of taxpayers’ dollars and dodging accountability. “Zohran Mamdani ran on a promise to make New York affordable — a mandate for a city we can afford. Last week, he unveiled a budget that is, in a word, UNAFFORDABLE. NYC’s budget has ballooned in recent years. Michael Bloomberg’s last budget, adopted for fiscal year 2014, totaled about $70 billion. With population decline, New York’s general spending in 2023 was more than 30% higher per capita than Los Angeles and more than double Houston’s. NYC’s largest school district in the country — the city’s education budget — has climbed while enrollment has shrunk. The DOE budget has risen from roughly $34 billion in 2019 to over $40 billion, while the DOE says per-student spending is projected to reach nearly $35,000 in fiscal year 2026, among the highest in the nation. The outputs — graduation numbers, test scores, and reading levels — are, at best, middling, often comparable to places that spend a fraction of what New York does. New York already sits at the extreme end of the American tax spectrum. For high earners, the combined state-plus-city income tax reaches 14.76%, and the combined marginal rate can reach roughly 55% on certain investment income. New Yorkers pay tax rates comparable to European countries that, in return, provide universal healthcare, free college education, and outstanding infrastructure. New Yorkers get some 300 miles of sidewalk sheds. On business taxation, the city is also off the charts: the Citizens Budget Commission reports that New York City business activity faces the country’s highest combined corporate tax rate, 70.44%. Mamdani wants to hike income and corporate rates even further — or else, he says, he will raise property taxes by almost 10%. Property taxes already made up more than 27% of the cost of homeownership in the city as of 2022, above the national average. New York is really a prime example of a problem Democrats seem unwilling to confront: blue cities are out of control — promising more, spending more, delivering less, and pushing off fiscal problems to some future day. Los Angeles is another one-party metropolis wrestling with affordability and disorder. The city’s homelessness budget for fiscal year 2025–2026 totals about $950 million. The LA Homeless Services Authority reported that in 2023 homelessness was up 9% countywide and 10% in the city, and a 2024 AP account noted that homelessness has surged 70% countywide since 2015 and 8% in the city — all this amid public frustration despite billions spent. An audit reviewed $2.4 billion in city homelessness funding and found that officials could not reliably track where it went, what it achieved, or take Chicago, with a mayor whose approval rating is deep underwater, where the pension promises are so large that they will surely bankrupt the city at some point. What is the theory of good government here? If the answer is “keep adding programs,” the city will keep producing unaffordability — because unaffordability is what happens when government becomes a machine that grows faster than the society it governs. NYC’s rental assistance spending rose from $263 million in fiscal year 2020 to $1.3 billion in the most recently reported fiscal year — a fivefold increase in a handful of years — and housing costs only got worse. For Democrats in city halls, there is a choice: stop governing as if the goal is to announce new entitlements, and instead make government work — safer streets, functioning schools, predictable sanitation, and, above all, enough housing that the middle class can find places to live. New York City does not need more soaring rhetoric; it needs more homes.”$

🚨HOLY SH*T! If Democrats lose CNN, then you know we’re in trouble. CNN’s Fareed Zakaria TORCHES NYC and other Democrat-led cities over failed policies and astronomical spending, promising everything while wasting billions of taxpayers’ dollars and dodging accountability. “Zohran Mamdani ran on a promise to make New York affordable — a mandate for a city we can afford. Last week, he unveiled a budget that is, in a word, UNAFFORDABLE. NYC’s budget has ballooned in recent years. Michael Bloomberg’s last budget, adopted for fiscal year 2014, totaled about $70 billion. With population decline, New York’s general spending in 2023 was more than 30% higher per capita than Los Angeles and more than double Houston’s. NYC’s largest school district in the country — the city’s education budget — has climbed while enrollment has shrunk. The DOE budget has risen from roughly $34 billion in 2019 to over $40 billion, while the DOE says per-student spending is projected to reach nearly $35,000 in fiscal year 2026, among the highest in the nation. The outputs — graduation numbers, test scores, and reading levels — are, at best, middling, often comparable to places that spend a fraction of what New York does. New York already sits at the extreme end of the American tax spectrum. For high earners, the combined state-plus-city income tax reaches 14.76%, and the combined marginal rate can reach roughly 55% on certain investment income. New Yorkers pay tax rates comparable to European countries that, in return, provide universal healthcare, free college education, and outstanding infrastructure. New Yorkers get some 300 miles of sidewalk sheds. On business taxation, the city is also off the charts: the Citizens Budget Commission reports that New York City business activity faces the country’s highest combined corporate tax rate, 70.44%. Mamdani wants to hike income and corporate rates even further — or else, he says, he will raise property taxes by almost 10%. Property taxes already made up more than 27% of the cost of homeownership in the city as of 2022, above the national average. New York is really a prime example of a problem Democrats seem unwilling to confront: blue cities are out of control — promising more, spending more, delivering less, and pushing off fiscal problems to some future day. Los Angeles is another one-party metropolis wrestling with affordability and disorder. The city’s homelessness budget for fiscal year 2025–2026 totals about $950 million. The LA Homeless Services Authority reported that in 2023 homelessness was up 9% countywide and 10% in the city, and a 2024 AP account noted that homelessness has surged 70% countywide since 2015 and 8% in the city — all this amid public frustration despite billions spent. An audit reviewed $2.4 billion in city homelessness funding and found that officials could not reliably track where it went, what it achieved, or take Chicago, with a mayor whose approval rating is deep underwater, where the pension promises are so large that they will surely bankrupt the city at some point. What is the theory of good government here? If the answer is “keep adding programs,” the city will keep producing unaffordability — because unaffordability is what happens when government becomes a machine that grows faster than the society it governs. NYC’s rental assistance spending rose from $263 million in fiscal year 2020 to $1.3 billion in the most recently reported fiscal year — a fivefold increase in a handful of years — and housing costs only got worse. For Democrats in city halls, there is a choice: stop governing as if the goal is to announce new entitlements, and instead make government work — safer streets, functioning schools, predictable sanitation, and, above all, enough housing that the middle class can find places to live. New York City does not need more soaring rhetoric; it needs more homes.”

I Meme Therefore I Am 🇺🇸

137,863 views • 7 months ago

My graphic illustrates the high number of vacant and derelict properties in Dublin City. It also shows 4,666 entire houses or apartments currently listed for short-term letting on the Airbnb platform, with a total of 18,649 across Ireland. By the way, the red blocks in my graphic represent some of the derelict and vacant sites in Dublin City, while the red houses represent Airbnb short-term rentals. The graphic also highlights a new housing development at Fosterstown Place in Swords where Ryanair purchased 25 out of 28 homes. Ireland's housing system is dysfunctional and not fit for purpose as it fails to deter vulture funds from bulk buying properties that could be homes for individual buyers. On May 20, 2021, the Irish Government introduced a 10% stamp duty on bulk purchases of residential houses. This measure aimed to discourage large-scale acquisitions by investors and vulture funds. This is one of the reasons why the housing system is broken in Ireland. Ryanair cabin crew salaries in Ireland are notably lower than those of their counterparts at other airlines. Their pay ranges from €17,000 to €29,000, depending on flight hours and additional bonuses. The average salary for cabin crew across Ireland is approximately €2,120 per month or €25,400 annually, indicating that Ryanair's pay is about 15% lower than the national average for flight attendants. It's worth mentioning that Michael O'Leary's current salary stands at €1.2 million—about €49,271 per month. His total compensation package could reach up to €4.7 million, depending on performance bonuses. O'Leary's net worth, primarily derived from his shareholding in Ryanair, is estimated at around €700 million. It's no wonder Ryanair staff struggle to afford average rent in Dublin. Last January, the airline purchased 25 out of 28 homes in a new housing development at Fosterstown Place in Swords. Ryanair stated that these properties were acquired to accommodate staff who work at Dublin Airport. However, to make matters worse, 18 of these homes are sitting empty—six months after the developer completed them. Homelessness in Ireland has reached another new record high, with 14,760 people homeless and relying on emergency accommodation, including 4,561 children from 2,133 families, according to the latest figures released by the Department of Housing. The Government failed to meet its social and affordable housing targets by 2,680 homes last year and significantly underestimated the number of houses needed to be built annually by 17,000. It's widely accepted that Ireland requires up to 50,000 additional houses each year; however, the government's "Housing for All" plan only aims to build an average of 33,000. The Housing for All plan, launched by the Irish government in September 2021, is their housing strategy aimed at addressing the country's housing crisis. However, since its implementation, statistics have revealed alarming trends: • Total homelessness increased by 74%, from 8,475 to 14,760. • Homeless adults increased by 66%, from 6,131 to 10,199 . • Homeless children increased by 95%, from 2,344 to 4,561. The 2022 Census shows that the country has 166,752 vacant homes and 66,135 empty holiday homes. Notably, nearly a third of these vacant homes (48,387) have been unoccupied since 2016. Predictably, rent has doubled over the past 13 years and house prices have surged by 55%, marking the fastest growth in any major EU economy. Average rents have soared by 43% compared to pre-Covid levels, with Dublin rents now averaging €2,476. In the capital, a typical three-bed semi-detached home costs €517,333. The average house price in Dublin is rising by €469 per week. To purchase a new home in Dublin priced around €395,000, a first-time buyer typically needs an annual income of at least €77,142 and must also have a minimum deposit of 10%, amounting to around €39,500. This financial barrier helps explain why an estimated 10,600 people left Ireland to live in Australia last year, up from 4,700 the previous year—a staggering 126% increase. This marks the highest level of emigration to Australia since 2013. Currently, vulture funds own 1 in 6 mortgages in the Irish housing market, while cuckoo funds and the State purchase 42% of new homes. This situation has led to a record number of first-time buyers competing for the smallest supply of housing stock in over a decade. Nationally, just over 11,000 homes are available for purchase, a stark contrast to 2012 when 60,000 homes were on the market. A garda and a nurse with a combined salary of €89,000 cannot afford a three-bedroom semi-detached house in greater Dublin. To add to the crisis, the income needed to buy a new home in Dublin is €127,000, which surpasses even a TD's basic salary of €108,987. Consequently, 68% of people in their late 20s still live with their parents, a figure that is nearly 26% higher than the EU average of 42.1%. #Dublin #Ireland #HousingCrisis #DerelictIreland #homeless #Airbnb #GE2024 #Ryanair #HousingForAll

My graphic illustrates the high number of vacant and derelict properties in Dublin City. It also shows 4,666 entire houses or apartments currently listed for short-term letting on the Airbnb platform, with a total of 18,649 across Ireland. By the way, the red blocks in my graphic represent some of the derelict and vacant sites in Dublin City, while the red houses represent Airbnb short-term rentals. The graphic also highlights a new housing development at Fosterstown Place in Swords where Ryanair purchased 25 out of 28 homes. Ireland's housing system is dysfunctional and not fit for purpose as it fails to deter vulture funds from bulk buying properties that could be homes for individual buyers. On May 20, 2021, the Irish Government introduced a 10% stamp duty on bulk purchases of residential houses. This measure aimed to discourage large-scale acquisitions by investors and vulture funds. This is one of the reasons why the housing system is broken in Ireland. Ryanair cabin crew salaries in Ireland are notably lower than those of their counterparts at other airlines. Their pay ranges from €17,000 to €29,000, depending on flight hours and additional bonuses. The average salary for cabin crew across Ireland is approximately €2,120 per month or €25,400 annually, indicating that Ryanair's pay is about 15% lower than the national average for flight attendants. It's worth mentioning that Michael O'Leary's current salary stands at €1.2 million—about €49,271 per month. His total compensation package could reach up to €4.7 million, depending on performance bonuses. O'Leary's net worth, primarily derived from his shareholding in Ryanair, is estimated at around €700 million. It's no wonder Ryanair staff struggle to afford average rent in Dublin. Last January, the airline purchased 25 out of 28 homes in a new housing development at Fosterstown Place in Swords. Ryanair stated that these properties were acquired to accommodate staff who work at Dublin Airport. However, to make matters worse, 18 of these homes are sitting empty—six months after the developer completed them. Homelessness in Ireland has reached another new record high, with 14,760 people homeless and relying on emergency accommodation, including 4,561 children from 2,133 families, according to the latest figures released by the Department of Housing. The Government failed to meet its social and affordable housing targets by 2,680 homes last year and significantly underestimated the number of houses needed to be built annually by 17,000. It's widely accepted that Ireland requires up to 50,000 additional houses each year; however, the government's "Housing for All" plan only aims to build an average of 33,000. The Housing for All plan, launched by the Irish government in September 2021, is their housing strategy aimed at addressing the country's housing crisis. However, since its implementation, statistics have revealed alarming trends: • Total homelessness increased by 74%, from 8,475 to 14,760. • Homeless adults increased by 66%, from 6,131 to 10,199 . • Homeless children increased by 95%, from 2,344 to 4,561. The 2022 Census shows that the country has 166,752 vacant homes and 66,135 empty holiday homes. Notably, nearly a third of these vacant homes (48,387) have been unoccupied since 2016. Predictably, rent has doubled over the past 13 years and house prices have surged by 55%, marking the fastest growth in any major EU economy. Average rents have soared by 43% compared to pre-Covid levels, with Dublin rents now averaging €2,476. In the capital, a typical three-bed semi-detached home costs €517,333. The average house price in Dublin is rising by €469 per week. To purchase a new home in Dublin priced around €395,000, a first-time buyer typically needs an annual income of at least €77,142 and must also have a minimum deposit of 10%, amounting to around €39,500. This financial barrier helps explain why an estimated 10,600 people left Ireland to live in Australia last year, up from 4,700 the previous year—a staggering 126% increase. This marks the highest level of emigration to Australia since 2013. Currently, vulture funds own 1 in 6 mortgages in the Irish housing market, while cuckoo funds and the State purchase 42% of new homes. This situation has led to a record number of first-time buyers competing for the smallest supply of housing stock in over a decade. Nationally, just over 11,000 homes are available for purchase, a stark contrast to 2012 when 60,000 homes were on the market. A garda and a nurse with a combined salary of €89,000 cannot afford a three-bedroom semi-detached house in greater Dublin. To add to the crisis, the income needed to buy a new home in Dublin is €127,000, which surpasses even a TD's basic salary of €108,987. Consequently, 68% of people in their late 20s still live with their parents, a figure that is nearly 26% higher than the EU average of 42.1%. #Dublin #Ireland #HousingCrisis #DerelictIreland #homeless #Airbnb #GE2024 #Ryanair #HousingForAll

Rob Cross

30,303 views • 1 year ago

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,701 views • 4 months ago