Telecom and digital giant Reliance Jio Platforms is aiming to file for an initial public offering (IPO) by the first half of 2026, setting the stage for one of India's highly anticipated stock market debuts Mukesh Ambani told shareholders on Friday

BESSENT: DON'T THINK NVIDIA NEEDS FINANCIAL SUPPORT

Increased AKO1L (Akola Group) position by 40% ahead of FY 2024-2025 earnings. Too bad I was busy to absorb stellar Q2-Q3 reports in time, price ran away quite a bit. Few comments why: -Q2, Q3 profit drivers were poultry and raw milk. Chicken pox in Poland, supply constraints after market downturn forced some players out, and prices, that kept rising throughout Q4 (end June 30) -wholesale electricity prices were more muted in Q4, with highly windy June In Baltics -Alytus factory in Q3 was still undergoing machinery calibration with revenue ramping under pressure and added cost, both of which should be gone by Q4 (according to CFO) -although raw milk prices are on decline, they are still +30% YoY for July in Lithuania -revised EBITDA guidance for FY from 70-90 -> 80-100M EUR Too much hastle nowadays to attach pics on nostr, besides I don't even know if note is saved on any relay anyway. ref:

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Generalist Lab (@Generalist_Lab) on X

1/3 Increased AKO1L (Akola Group) position by 40% ahead of FY 2024-2025 earnings. Too bad I was busy to absorb stellar Q2-Q3 reports in time, price...

https://pbs.twimg.com/media/GwsuJHPW8AADhE2?format=png&name=900x900 Finally updated excel portfolio. Current composition. As you can see I've been working on that cash position by means of .. work. Note: not included: $ANGI, that was split from $IAC sometime this year and I'll be after I go through recent recent calls there.

Opened a small position of $INTC. Will update portfolio composition tomorrow. Wiped from work today. Basically trusting Lip-Bu Tan on Intel turnaround and loved technical setup posted few days ago. Listened Q1 EC & BAC conf. Main points that stuck out: -Strong balance sheet -cutting layers of management. Lip's been attending shit ton of meetings w/ clients, engineering, polling talent -likes to underpromise and overdeliver. Analyst asked CFO why guide so weak Q2. A: tariff orders pull, BUT ALSO, so Intel can beat, basically -Contrary to my previous view, ARM in server is mostly for HPC own workloads, software support is just not there yet -ofc, pulling their sleeves in catching up with product. Might trade, might hold, will see how story unfolds

Relays I had setup on web dropped off. Not even fetching my username. Amethyst works fine, but no idea if this reaches anyone. What are your relay recommendations?

Very few U2/Bono tracks have pushed through my taste wall. My understanding this version of Sunday Bloody Sunday is a special rework for Bono's movie Stories Of Surrender. Just beautiful. https://pbs.twimg.com/media/GwkGSKoWMAAu-zn?format=jpg&name=large #GLMusicDiscovery

WTF Pat Gelsinger? New Intel CEO on his observations: "I’ve been surprised to learn that, in recent years, the most important KPI for many managers at Intel has been the size of their teams. Going forward, this will not be the case."

I may play $INTC on earnings. -Orange admin will eventually push out Powell, Bessent as one of people discussed (rofl) -FED already stepped in overnight REPO operations, canary for cuts imo -In 25' Lip-Bu Tan came to lead Intel & to turn around the giant. In $CDNS he did wonders https://pbs.twimg.com/media/GwFQ58NXIAAEJGP?format=jpg&name=large

Musk had to bribe his way into administration, to fire Erik Soskin, inspector general for Dep of Transportation to catch up to Waymo, that has been doing this shit for years now. #Robotaxi $TSLA

First time I heard, really heard this song, tears have gathered. Released in 1981 Laurie Anderson, tackled war from the most sensitive perspective there is - a mother. https://pbs.twimg.com/media/Gs710LyXkAAdCPi?format=jpg&name=4096x4096 #GLMusicDiscovery

"If you hit a wrong note, it's the next note that you play that determines if its's good or bad" - Miles Davis

Most know Lisa Gerrard from soundtracks, however she's been part of Dead Can Dance for decades. This year I was introduced to very enticing track of theirs - Song of the Stars. #GLMusicDiscovery World music at its finest.

"With AI, I can be a better friend" - Sundar Pichai at Google I/O 2025

#Trump

Recently was coerced win10 -> win11 upgrade on one of my computers. Noticed a neat dark pattern in windows startup. "ch" now suggests character map instead of chrome, in hopes users would opt in for "ed" for edge instead. Naughty naughty naughty. https://pbs.twimg.com/media/Gp4uVcbWsAAdJTU?format=jpg&name=medium

Note: negative US Q1 GDP print included forward ordering due to clown adminitration trade policies.

Mark was helping China propel its censorship, AI efforts. According to whistleblower Sarah-Wynne Williams, China is now a second largest market for Facebook. Money and power, no matter how rich Mark gets. 0 integrity from teenage years. $META $FB

Professor Derek Beach at Aarhus University has given the most accurate description of Trump's actions on the tariff issue: "It's like playing chess with a seagull. The seagull knocks over the pieces, shits on the board, and flies home and says it won."