Category Archives: Finance

June 11, 2026 · 13:25

Partially delusional

That is the setting and it is not on anyone other then myself. You see, I saw the news and I saw a page that they didn’t advertise, as such I gave it my own whirl and it might be a delusional side to myself. I am warning you in advance, so you do not think that I have ‘some secret source’ to divulge a side that isn’t there. So be warned.

This morning I saw ‘Leaders of Egypt, Saudi Arabia, Qatar and UAE invited to G7, Macron says’ (source: Times of Israel) where we see “Leaders from Egypt, Saudi Arabia, Qatar and the United Arab Emirates will be invited to participate in a G7 session in France next week to discuss the war with Iran, French President Emmanuel Macron says. Next Tuesday’s summit session will focus on the closure of the Strait of Hormuz by Iran, which has “a real impact on our economies” due in particular to soaring fuel prices, and on “negotiations on Iran,” Macron says.” And I have a personal view on this. I expect that at some point there will be singular meetings with a few designated officials and they will likely be PM Mark Carney of Canada, President Emmanuel Macron of France, Chancellor Friedrich Merz of Germany and they will have meetings with the representatives of Saudi Arabia, the UAE, Qatar and Egypt. These last 4 will have a separate meetings with the big three. I believe that it is the next stage to get America out of every meeting, because the EU (Canada too) has had enough of the United States. The underlying setting is that the United States is likely to fail to fit the setting of a major industrialized democracy soon enough. And the other members are looking to replace the United States with at least one of them. My voice will be both Saudi Arabia and the UAE, but that is my view. What seems to be the case that optionally Ursula von der Leyen as President of the European Commission will make a ‘sudden’ appearance but that is the gist of it. The United States let itself be dictated by a useless bully and they are likely striking back. In addition, we got news that ahead of the G7 meeting, German Chancellor Friedrich Merz and French President Emmanuel Macron are set to hold talks with China. Not sure yet how China fits in, but the setting that the United States is on the way out, implies that the EU needs to have a meeting with China, optionally the setting that BRICS represents gives me pause to consider what else is on the table. But that is the setting I see (and I could be massively wrong). But the field without the United States if one that regards considering, because in that field the Euro needs a new anchor and if it not the US dollar, I reckon that field becomes open and whilst the Yuan could be an option, my economic knowledge leaves me at this moment (I never had much economic knowledge to begin with). 

But that is a path that is likely opening up and whilst I have advocated for UAE and Saudi tourism, there is a larger offering on the table, but I have no menu and I have no idea what is happening. But PM Carney with his knowledge of the economy and his knowledge as Governor of the Bank of England is a good cause to consider what is coming next. As Canada is also in the G7, there is a larger picture to paint, the doubt becomes wither this picture had the stages of vibrant red and golden yellow of the Chinese flag, or it is painted with the fading colours of the American Red, White, and Blue remains a question, but the United States did this to itself when it decided to bomb Iran from 28 February 2026 onwards is one setting, the additional settings are the tariffs that were deemed illegal by the courts of America and then ‘reenacted’ by President Trump on other matters. The nation is out of control and the EU has had enough. Now we see the alternating sides where the United States has no longer any influence and without influence the United States doesn’t seem to amount to anything serious. Take in account that ‘Trump says he is ‘not looking to renew’ CUSMA trade agreement’ (source: Global News) implies that the United States is heading for a lot more serious negative times ahead and the other G7 parties need a way out. It is my believe that they will see it, by replacing the United States by both Saudi Arabia and the UAE, optionally it becomes the G10 if Qatar and Egypt are added too. 

So is this real? It is my believe that this is where the EU is headed, but we will know more in  Évian-les-Bains, France, from June 15 to 17, 2026. So next Monday will be the start of the meetings, but I reckon that Tuesday will give some light on this, because this event is not secret for much longer after that. I wonder what bully screaming we will hear from Washington DC at that stage, it will be anyones guess. But as some ‘vocally’ gave us that they didn’t need anyone, consider that commerce requires clients, so why will they sell to? Their local population requires services and goods. So what services does the United States have? What goods do they have? It was all intertwined with foreign settings and they cut it all off, all whilst they have no self servicing settings. So whilst they proclaim that they have it all, Brent oil will not look kindly on cheap oil walking away, their own oil is sold and when that falters, icon take a deeper dive and it is all against a debt that amounts to $39.23 trillion, with an interest of well over a trillion a year and now more and more is regarded as ‘no-go’ zones. There is little doubt that the US economy will implode. And these ‘generating’ data centers, all whilst the EU is cutting access off? There is little doubt in my mind that a panic will set into the United States and likely it will be visible before next week ends. But then, these are merely my thoughts and there is every consideration that I am wrong. Because I have no data to support any of this, but it is drenched into my views on data that I have seen over the last few years. So there is that.

Have a great day today.

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June 10, 2026 · 18:34

Tally Time

That is what I see, because 13 hours ago we were given ‘Trump vows to respond after Iran shoots down helicopter patrolling Strait of Hormuz’ (source: ABC news) so I was thinking (I did that at times) where did Hamas get the idea to talk until reinforcements and rearmaments arrive? So lets consider that “President Donald Trump has claimed that a deal or agreement with Iran is imminent or close to finalization at least 38 times since late March. Despite these repeated assurances, a finalized agreement has not materialized.” (Source: Google) So where did Hamas get that setting? From Iran, that’s who and it seems that the Current President of the United States is also falling for that ruse. At least my conscious is clean. I gave the military IP to both Saudi Arabia and the UAE, so whatever the USA does is on them. I saw the fallout and did something about it, or at least that is what I believe and the United States with their $26 billion dollar invoice for the damage they did to Iran, weirdly enough merely 4 refineries were ‘properly’ damaged. We are given “Strikes concentrated primarily in and around the capital, with at least four major oil storage facilities and petroleum processing plants bombed in the Tehran and Alborz regions, including the Tehran refinery” (source: Al Jazeera) I set the motion to damage all ten of them, so at present they are still getting revenue, but at best less than what they had coming in on on a daily basis. Still they damaged the Saudi and the UAE revenue, as such President Trump has a problem. He is falling for the old Iranian ruse, his strategy started on 28 February 2026. It is now 100 days later and Iran is making a fool of the United States. A setting many saw coming. And the stage that something had to be done is still out in the rafters. We see the accusations with words like ‘expectations’ and ‘suspected’ and so far no direct location is given other then ‘suspected to be underground’. As such the ‘suspected’ score is Iran 3 – United States 1 and this score is biting the United States and President Trump, because he is coming out as the loser, but no worry, he will find a way to blame it on Pete Hegseth and his army of Generals. Still the setting is that there is a larger stage where these generals seemingly did not set a proper war frame (or that is how I see it), you see it might seem nice to claim “Iran is bombed back into the stone age”, but after 38 claims of imminent deals and now that a $52 million Apache helicopter was shut down, Iran is getting more and more confident. Not a setting that the United States could use, yet only 37 minutes ago we hear that the United States responded in kind. So whilst we are given “Khatam al-Anbiya vowed that there would be further “devastating and more wide ranging strikes” to follow if the U.S. continued to attack Iran.” We need to accept that there is a plan in place and that the United States is following through on that plan. The question becomes what is the plan? (No answer is expected). And whilst last week we were given that ‘Pentagon must divulge cost of Iran war under House proposal’ (source: Military Times) with the part that matters “The measure, which has bipartisan support, was added as an amendment to the House version of the fiscal 2027 National Defense Authorization Act, a massive defense funding and policy bill. After more than 14 hours of debate, the committee sent the bill to the full House, where it’s expected to go to the floor for a vote in July.” It is the timeline that is worrying, because there are parties that do not agree with this ‘clambake’ and they will scuttle what they can and a lot can happen before July, but this makes short work of any timeline and plan and that is also part of the tally, no matter what others think. This administration is dealing with ‘enemies’ local and abroad. And whilst no everyone sees it that way, these local ‘adversaries’ might be playing right into the hands and the plans of Iran. So whilst I am not ‘in the loop’ (neither do I want to be in), my sole setting was the security of Saudi Arabia (because of Houthi terrorists and Iran) and the UAE (due to massive bombing attempts) and I am a guy with a certain need to direct action and taking out the infrastructure of Iran (at a fraction of the cost that the United States spend on it) seemed good business and my business is taking care of the enemy with whatever I can muster. Not the worst setting, but I a neither Emirati nor am I Saudi, so my hands are limited to what I can do, but no matter what, at least I am trying to make a difference and I am not falling for the Iranian/Hamas delay tactic. As such I created IP that could remove Iranian harbours and Iranian railways (and I handed it to both Saudi Arabia and the UAE). All set to tactics already used an now it has a 21st century IP coating. Still, the tally is continuing and soon my way might be all that is left to the Gulf States, but that is up to whomever is wrecking whatever plan the United States might have. 

But the tally I am running is telling me that any nation who is seemingly using $25 billion to do the damage that we see, is running on empty and as I see it, the setting is weird, too weird for words. Now, I might be wrong, because I am not informed, but the setting seems to be off, what damage did anyone expect for $25,000,000,000? Only 4 refineries? My solution got the Iranian crippled for less than an expected $70,000,000. As such what is the real tally? When we look at the tally we see numbers, but the setting of what N is, that represent the numbers seems to be missing and I know numbers. I have been looking at them for over 3 decades. So whatever you think you get. The numbers are not making sense and I have military training, I saw the crossing at Rafah (1982), so I know what certain things are, not all things mind you. But the tally is off and whilst I know what the reason is, that part is making no sense in a so called ‘clambake’ (they pretend it is not a war, so why get called into a naming thing and merely give it another label).

And the press for one is ‘merely’ reporting on events and they are seemingly not asking the right questions. To be honest I do not know what to ask, I can merely see that the numbers do not add up.

So have a great day and watch yourself on this day of Wodan. (Odin’s day), a side effect from replaying God of War: Ragnarok in 4K, because at present I can. I merely forgot I had the game, I’ve had it almost 4 years.

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June 8, 2026 · 18:20

Etihad to the ready

So here I was (as I am) and I got thrown an interesting article thrown my way from a source e named PYOK, which after some searching was an abbreviation called ‘paddle your own kanoo’ and weirdly enough, I giggled. I had never heard of this source and I do recall that expression from a very long time ago (I think I paddled a kanoo with a guy named David Crockett, a former member of the US Congress) but that was yesterday’s news. What matters is the article he placed. I cannot vouch for the accuracy, but it starts with the headline ‘Etihad Airways Plans to Expand Capacity Above Pre-Iran War Levels Despite Continuing Uncertainty in the Region’, its all signed with his name (Mateusz Maszczynski) and his site is filled with airline crew and airport articles, so I personally believe that this man is all on the up and up. 

The article makes sense, there is no goal in planning for long term uncertainty and planning for a larger presence makes perfect sense, especially as Iran is pissing of people faster than an army of cockroaches in an apartment building. So as we are given “Etihad Airways plans to increase capacity beyond its pre-Iran War levels within days and is finalizing a massive new order for wide-body aircraft, despite continuing uncertainty in the Middle East, its chief executive, Antonoaldo Neves, has confirmed. The Abu Dhabi-based airline is currently operating up to 78% of its pre-war schedule, but by June 15, Neves claims the carrier will have added around 8% more capacity than it was operating before February 28, when the U.S. and Israeli conflict with Iran began. Abu Dhabi Zayed International Airport escaped relatively unscathed during Iran’s massive bombardment of ballistic missiles and kamikaze drones fired towards the UAE throughout March and April, although one civilian tragically died when debris from a low-altitude drone interception fell on the outskirts of the airport.” I tend to agree with this setting, at some point the hostilities are gone and those who hesitated will get eaten by worms, so being on top of this seems the way to go. And we are also given “Following years of shrinking back to profitability, Neves was brought in to accelerate the airline’s growth plans, with his ‘Journey 2030’ transformation program marking a “pivotal turning point in Etihad’s journey.” Journey 2030 will see Etihad Airways expand its route network to 125 global destinations and double its fleet size to 160 aircraft. Last May, the airline placed an order for 28 additional wide-body Boeing aircraft, including 787 Dreamliners and the yet-to-be-certified Boeing 777X. Speaking on the sidelines of the International Air Transport Association’s (IATA) annual general meeting in Brazil, Neves struck an optimistic tone despite the continuing security issues impacting travel demand through the Persian Gulf.” The entire setting makes sense, because there are a few other parts (not mentioned here, nor was it needed). You see, the United States paused of its allies to such an extent that the 70 million people they did have (due to Walt Disney World (featuring Magic Kingdom, Epcot, Hollywood Studios, and Animal Kingdom), Universal Orlando Resort, and SeaWorld) will get left outside looking for other places to go and here Abu Dhabi and Dubai will be the call for many. There is doubt that this will start in 2026 (because of Iran) but there is every indication that 2027 that it could receive the bulk of 20 million Canadians that are now shunning the United States. Then you get the Europeans, Asians and people form the Commonwealth, they have all had it with the United States, its bully tactics and considering major theme parks like Disney World and Universal, quick-service meals run $15-$25, and full-service dining can easily reach $50-$75+ per person. So, consider those expenses from a vendor that doesn’t seemingly even want you there, the choice is easy and the UAE is tactically sound, especially with Yas Island having most options right there, all in walking distance and the fast train will take you to Dubai and its world famous mall in 30 minutes. That is a steal at twice the price. As I see it the United States are done for as a tourist destination until deep into 2031. As I see it, Etihad is getting ready for some major tourist increases and so they should. Taking into account that Abu Dhabi already has most of the attractions in place (Disney is still building) there is little that Orlando can offer that the UAE isn’t, and for the car enthusiasts, Yas Island has a Ferrari world with the world’s fastest roller coaster—Formula Rossa—reaches a staggering top speed of 240 km/h (149.1 mph), this is something Orlando does not have. So if you were a gambling man, put your money on the UAE, if you are not, see what the UAE currently has to offer and see what you could be seeing at a much reduced rate and with the UAE being a zero tax place there might be more than one reason to look towards the UAE as a place of relaxation and as It seems (according to PYOK) Etihad is getting ready for the increased tourist pressure, that being said they have an airport that Zayed International Airport (AUH) has an ability to scale up to 80 million. The facility is built to handle up to 11,000 travelers per hour, which is a lot more than Orlando ever could and with their ‘diminished’ staff, nearly 1,600 Spirit employees in the Orlando area lost their jobs, marking one of the most significant aviation workforce contractions at the airport, as such they are not ready to see any increase of tourists in their area for some time to come. As such banking towards the UAE and Etihad is banking for gold and now PYOK has given me (and others) the confidence that the UAE is not taking chances and they are getting ready for a massive influx of tourists. I reckon that Yas Island will be getting a massive appeal for a lot of people, on a personal note I think ALBAIK needs to expand into the Yas Mall, there are plenty of good places already, but I so want to try their food in the Yas Mall when I get there. As I see it, their new slogan should become “Better than Macka’s, better than Burger kind and cheaper than both”, but that is merely me and I have been wrong on many things, but never about food and I have the (massive) size to match this statement up.

Have a great day today.

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June 7, 2026 · 05:29

Danger zone

Yes, that is the setting and it is not some song by Kenny Loggins (1986) or Tom cruise playing rocket man with his F14 Tomcat (it wasn’t his, it was property of the US defense forces). The danger zone is real and Europe just opened it up. As I saw how EU countries are now rejecting Microsoft and Google on national scales, the setting changes. I get why you reject Microsoft and to some level grudgingly accept that Google will go that same way, the need for data sovereignty is almost crystal clear, especially in this US Administration. But the danger zone comes calling. You see, Google also owns Mandiant and as it is called a premier, technology-agnostic cybersecurity firm specializing in advanced threat intelligence, incident response, and managed defense with decades of experience, it was bought by Google in 2022, as such it will fall away from the nooks and crannies of office cyberspace. As such I wonder if anyone considered rereading their contracts and the danger zone they opened themselves up to. I have no idea what Microsoft has (and I kinda don’t care) but they will have something in place and when that all falls away, the EU and its settings is opening themselves up for a lot of cyber hassle. A massive redirection will be needed to avert the dangers they are opening themselves up to. I also reckon that every Tom, Dick, Harry and Seamus with more than 2 weeks of cyber knowledge will offer themselves as ‘cyber experts’ and that is likely going to increase the tensions and threat settings for corporations all over the EU. I reckon that (allegedly) Russian and Chinese cyber threats will be running rampant over the next 20 weeks, a cyber defense setting will become unavoidable. And if the EU doesn’t act fast, the costs will go into the millions per nation. 

So even as we want to think that Google is the big evil (it really isn’t) the consequences of the CLOUD Act is one expensive hobby the United States never considered. As Europe (and soon the Commonwealth too) is deciding that their digital sovereignty is the way to go, we can see a direct implosion of the AI bubble, because as I see it, the United States has well over 4000 data centers and that much is not required for the 349 million people it has and at that point, as these data centers fall away, I reckon that the United States will drop these data centers as bad mortgages, most of them falling away because a population of one, is not much of a population to cater to in any data centre. In addition, any corporation who wants to stay in business will have to create a European business, taking revenue away from the USA to a much larger extent. They wanted a ‘cloud’ act and in 2018 they got it “The CLOUD Act (Clarifying Lawful Overseas Use of Data Act) is a 2018 U.S. federal law that dictates how technology companies respond to law enforcement requests for electronic data stored across international borders” and the bit of ‘electronic data stored across international borders’ will be costing them their heads soon enough and there is no turning back that clock, confidence in the United States is gone. So, whilst we are given “U.S. authorities can legally compel U.S.-based tech companies (like Google, Microsoft, or Meta) to hand over user data and communications, regardless of whether that data is stored in the U.S. or abroad” the danger is that this will also affect Amazon and optionally Oracle too. In case of Oracle there is doubt as it is a software vendor and they do not owe any data, but their cloud corporation will take a massive hit. To that I have no doubt. You see as a US corporation, Oracle’s global cloud environments can be legally compelled to hand over data to US authorities via mechanisms like the CLOUD Act. This puts European companies using standard global Oracle infrastructure at risk of violating local privacy laws, not to mention dangers to their data sovereignty. As expressions go, this means that the United States really pickled their jars. What is clear is that I looked into a Swedish completely isolated data centre 1-2 years ago and that firm is likely making massive revenue gains, because others called them nuts for doing what they did and I reckon they are close to the only vendor in town that is not hindered by US protocols. 

An interesting phase, but the danger for cyber security remains. And Microsoft? They are about to lose the bulk of 451 million customers, so their footing is about to get shaky and for the cyber settings, whomever (non American) comes with a decent package will make a killing in Europe. I wonder who will fill that option? 

What a nice setting to come to, so any gamer who wants to have his own No Man’s Sky universe with the data storage to keep a nation of gamers happy, it is likely that the USA will have some places for sale soon enough. Have a great day all.

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June 4, 2026 · 10:33

Kettle calling chopstick black

That is the setting and it is given to us by the BBC (at https://www.bbc.com/news/articles/cq6peqrnzpro) where we see ‘MI5 warns Chinese spies using job websites to target government staff’, as I see it, it is time to go into Monty Python mode with ‘Howls of deriving laughter’. You see NSA, MI5, MI6, DGES and I suspect the BND have been doing the very same thing for over 30 years. They sugarcoated it through certain captains of industry to ‘offer’ interesting jobs and then after additional vetting, they gave these people a second income and until 2010 that was a safe trip, but as I see it President Trump put his oversized clown shoes in that setting messing things up. In addition the Western economy took a nose dive. So the previous settings do not hold water and the NSA is confronted with ICE, MAGA and Karen’, so their job is a little harder still. The article gives us “In a joint warning issued in a bulletin by the Five Eyes alliance, made up of UK, US, Australia, Canada and New Zealand agencies, it warned undercover operatives are using legitimate sites including LinkedIn, Indeed and Upwork to advertise fake analyst jobs. Applicants are then pressurised into revealing “non-public” information which can be used by the Chinese military intelligence service.” And there are two elements missing from all that. The first is that there is little need for pressurization, the second one is that places like LinkedIn seems to have cornered the stage where industrials have been for some time Ghosting job applicants, or putting fake jobs out there. So, in comes Huawei or Tencent offering optional jobs? These applicants are suddenly roaring with intent to do well. So I don’t think ‘pressure’ is needed. 

Then we get a few other settings. As I (optionally delusional) see it, Sergey the Oogly Googly Googler Brin with his two hundred and fifty thousand millions owes me $3M (post taxation) and yes, it is delusional, because as I see it, Google uses my written words to train its Fake AI called Gemini. And I am super pro Google, but as I see it all AI is fake. True AI doesn’t exist yet (not for at least a decade) and I gave several articles pointing that out. Someone said that (about two months ago) that per article this amounts to $1.5 million and over 5000 transgressions on my articles sets the ‘expected’ (and optionally delusional) stage that I am due at least $3,000,000 post taxation. I’m not claiming that I have any right to his fortune, merely to what might optionally be mine. Make of it what you will. And there is more. Australia housing is rubbing people the wrong way (not intentionally) there is housing crises and people cannot afford anything. Some are identified as refusing an allocated twice, whilst the second event was that they were in heart surgery. How is that fair? Then we get the stage where in Australia we hear about experience underpayment or are denied mandatory leave. So in this setting and I reckon the same setting is seen in the United Kingdom people are willing to listen to job offers from Tencent and Huawei (China), Aramco (Saudi Arabia) and ADNOC (UAE) and these people are seriously looking for talent and the latter part is mostly Australia and the United States, but after all the bad news people are seeing, China now has a real option to put pressure on the workforces in the west and there is need for these skills. So whilst we see that jobs are los to AI (which is utter bogus) the reality is that bosses keep friends and their friends employed because the budgets are dwindling and they need people to sit in that same place so that they are safe and that is how an entire workforce is valued out of a job and these people are often the true innovators. Not their bosses or the friends that they have. They are in it for themselves and it is seen all over the workforce in a near global setting. So there are more people willing to listen to the people who are actually talking to them. 

That is the reality of theater and it affects the work sphere of places like MI5. But GCHQ was on this workhorse for over 30 years, so turnabout is almost fair game (MI5 will not see it that way). This situation isn’t merely UK, it is the United States and the entire Commonwealth to a larger extent. I have no idea how it affects India, because they have the most skewed workforce on the planet, but I reckon they are in a similar spot, especially the learned DML workforce. But didn’t they see this coming? Especially the United States. 

So whilst the workforce in nations is seeing raw deals and unfair treatments, these workers are willing to listen to anyone giving them a fair shake. So whilst the BBC emphasizes on “UK will not tolerate Chinese spying, minister says after MI5 alert” we get that this is a truth, but the UK has been doing this for decades and now that the UK (others too) are vulnerable the danger is a lot more real than it was pre 2010. So whilst we see “Workers who could be targeted range from security clearance holders to academics and think tank employees, it warned.” The danger is a lot more real as the captains of industry have been sidelining their aging workforce as being too expensive and that is where the knowledge is and when these people are gone to other shores the brain-drain sets in in a most unexpected way. And these sidelines people are no longer to be the willing assistant of some young upstart who had the inside track because he had the diploma that sounded awesome. A diploma without experience is merely someone holding a printed piece of paper, not the knowhow that a company needs to make the revenue real. 

So that is my bit on the matter and would I, considering what Huawei, Aramco or ADNOC could offer me? Most definitely. When you realize that being valued is good for the soul, the soul will seek sunny shores. It always does. We have learned the hard way that companies no longer rewards loyalty, not for over a decade, so the older workforce is looking towards places that allows them to be valued for a little while longer. So whilst we see that the tea kettle is calling the chopsticks black, realise that the kettle started it all in the early 90s.

Have a great day today, optionally valued too.

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June 1, 2026 · 13:46

The new short is coming

Saw there articles today, which gives me the willies. The people are that dumb to believe this? But to give you the goods, lets strata the beginning. The first one was CNBC giving us (at https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html) where we see ‘Anthropic tops OpenAI as most valuable AI startup, nears $1 trillion valuation in latest round’ it is here that we are given “The newest round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, and almost triples Anthropic’s valuation from February, when it was worth $380 billion. The financing also includes $15 billion of previously committed investments, including $5 billion from Amazon, the company said. Anthropic’s biggest competitor OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round.” But these people need to give us the why, so we are given ““Claude is increasingly indispensable to our growing global community of customers, and we work tirelessly to make tools like Claude Code and Cowork more helpful, more powerful, and more adaptable to their needs,” Anthropic Chief Financial Officer Krishna Rao said in Thursday’s press release. “This funding will help us serve the historic demand we are experiencing, stay at the research frontier, and bring Claude to more of the places where work happens.” Anthropic’s latest round comes as the leading AI model makers prepare to go public.” So, after this introduction into this blatant presentation, it is time for TechTalk to give us (at https://www.techtimes.com/articles/317467/20260531/samsung-hbm4e-ships-first-record-756-profit-surge-triggers-analyst-upgrades-ai-memory-lead.htm) where we are headed off with ‘Samsung HBM4E Ships First: Record 756% Profit Surge Triggers Analyst Upgrades on AI Memory Lead’, so all this fake AI has been going around for some time and I reckon that there is a misrepresentation with the 756% profit surge. So if my feelings are right, we need to look at the story and it is here that we are given “Samsung Electronics began shipping the world’s first 12-layer high-bandwidth memory 4 Extended (HBM4E) samples to major global customers on Friday, May 29, 2026 — putting the South Korean chipmaker at least six months ahead of rivals SK Hynix and Micron in the race to supply next-generation AI accelerators, and triggering a wave of analyst upgrades that pushed Samsung’s market capitalization past 2,000 trillion won for the first time in history. The milestone arrived just three months after Samsung began mass-producing its predecessor chip, HBM4, and came on the same day Samsung shares surged 5.84% to close at 317,000 won.” And here my gut feeling is satisfied. So can anyone give me how a 756% profit surge validates a mere 5.84%? Something does not add up. It doesn’t matter that Samsung is bigger than this, a 756% profit surge should validate more than an almost 6% surge. Some people are playing with your senses. 

So before I get to the third article. A little lesson. It is not the lesson you like and it isn’t even the lesson you will appreciate, but here goes. All AI is fake. There I not exception to this no matter what dance mr Oldman gives on stage, his ChatGPT was surpassed by Gemini and Anthropic some time ago and there is no guarantee that this will go his way. Google Gemini (and I love Google) is just as bit as fake as the others. Then we get all the others, all fake. Why? The stage is that all these are driven by DML/LLM and they are strong and good engine, they just aren’t AI. AI requires a few more components, some are ready but still in their early stages (like Quantum computing) then there is the need for Shallow circuits and I only know that IBM has come far in this field and they are working on this 10 years ago, are they ready? I guess not, because the media would be full of that if it were, but the are advancing and then there is the Epsilon chip. We have seen the theory, we have seen the evidence (some have seen this), but it does not yet exist in a chip, not yet and I have no idea when that will happen. So then we get the Trinary operating system, that is the last part. I particle think that IBM and Oracle are quietly working on this, but that is a gut feeling, all these parts combined are still 15 years away (my speculative feel). Oh, and in none of this Microsoft turns up, because it might take longer then. So this is what I know through the settings of decades of IT work and a decade of writing. But it matters, because now we get MSN with Larry Fink giving us (at https://www.msn.com/en-us/money/savingandinvesting/larry-fink-says-pensions-will-help-fund-10t-ai-buildout/ss-AA24sE6Z?ocid=finance-verthp-feeds) that ‘Larry Fink says pensions will help fund $10T AI buildout’, so whilst all your retirements are set into this bubble, this fictive bubble, better be rare that this last story was “Curated by AI” a mere 20 hours ago. I reckon that no one at MSN wants to put his or her name under this setting. We are given “Fink estimates $10 trillion will be needed for AI infrastructure by 2036, with $7 trillion for data centers alone.” And in addition we are given “Index fund-heavy retirement accounts are increasingly concentrated in AI-focused tech giants leading the spending.” And it comes with the warning that “Experts warn that overexposure to one sector could threaten retirement security if AI growth stalls.” In short, we are being set up. As I see it, over exposure would lead to the end of our pensions when the bubble of fake AI comes calling and even this late, at 64 when you see your pensions being squandered by hot headed job chasers claiming AI is this, or is that and we do not see a clear ROI, you know somethings up. This feels like the movie the Big Short, a 2015 American biographical comedy drama film directed by Adam McKay from a screenplay by McKay and Charles Randolph. Based on the 2010 book by Michael Lewis, it depicts how the 2008 financial crisis was triggered by the United States housing bubble. This is how it went everyone comes with the setting ‘you have to be in it to win’ and they are all gambling like it is some Texas holder game whilst they all have a version of a beer hand (7-2 offsuit) and they want to continue their rounds of gambling, hoping that the other players will fold, but they are all in it to over their necks, so they are all desperate. This is how I see it and when you get the numbers, especially on proven ROI, you will see that filling this 10 trillion gap with pensions is folly. I intend to call my pension that AI investments are off limits. I would rather put it in ADNOC or IHC. Three stories that make my blood grow thick in fear, they are now pushing the safety boundaries for millions of people and I am worried that no one is speaking up, it is that kind of a day and still there are no options for me, so I am beyond caring. 

Try to have a great day and try to keep your pension safe.

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May 31, 2026 · 15:09

Who owes what?

That remains to be seen, as President Trump is (close to) begging for any deal with Iran, EuroNews reports “Donald Trump says that countries like Saudi Arabia, Qatar and Kuwait “owe it” to the US to sign the Abraham Accords during a Cabinet meeting Wednesday. Trump added that he was “not sure we should make a deal” with Iran until other countries joined the Accords.” I personally translate this towards “We can’t make a deal that Iran approves, so in that case we add an element that many Gulf States and Iran most definitely will reject out of hand, so in that case I will not look like a loser” that is how I see it and “he was “not sure we should make a deal” with Iran until other countries joined the Accords” Is as I see it, the response of a loser, the response of someone who never figured out that attacking Iran was a dangerous option. As I see it, Saudi Arabia doesn’t owe the United States anything. If Saudi Arabia signs a deal with China tomorrow and tells the United States to vacate Saudi locations for good. There will be hell in Wall Street, whatever they had in the past will be vented into despair and the EU would happily sign on for the American share, even for part of that in a heartbeat and there is additional data setting that stage. I reckon that the setting now “the United States imports roughly 250,000 to 350,000 barrels of crude oil per day from Saudi Arabia. This volume accounts for a relatively small fraction (around 7% to 10%) of total U.S. gross crude oil imports, as the vast majority of U.S. oil imports come from Canada and Mexico” is about to change a fair bit, because the United States pissed off Canada and Mexico to no small event, that means that Brent oil will have to service America first and that is not something they are (seemingly) wiling to do, because that means that the cheap oil import will become zero. Consider that $5 (a fictive amount) on 300,000 barrels each day is at least $1.5 million a day revenue lost. After squandering tourism and other revenue steams, the United States cannot afford to lose this too. I reckon that there will be a culling on investors coming up short in Wall Street, there are no definite numbers. But there will be signs. 

So, what are the Abraham accords? The Abraham Accords are a series of U.S.-brokered agreements signed in 2020 that established formal diplomatic, economic, and security normalization between Israel and several Arab nations. Now I personally see no disadvantage to them, but I reckon that it takes a muslim view on how they see a significant realignment in the Middle East. I get that not all gulf states are happy about this, but it is for them to decide what they find acceptable. Some have signed on, they see the benefits of not arming for Israel makes sense. And as I see it, outside of Iran and its terror network (Hamas, Hezbollah and Houthi) there are people considering this. But the larger setting for the United States is that it allowed the U.S. and its regional partners to foster stability outside the traditional framework of the Israeli-Palestinian conflict, acting in part as a regional counterbalance to Iranian and Chinese influence and it is the “counterbalance to Chinese influence” is what the United States fear. You can try to forcefully blend Iran into this, but Iran will do business with anyone who will deal with them and that is what matters to the gulf. And as I see it, several gulf states are ready to make deals with China, especially as the United States destroyed the calm they had before 2026 and China seems to be OK with that sentiment. But as I see it the United States destroyed its influence it had in the world and the data proves me right, so with some hesitation I give you:

I like the image, but as the data sources are ‘missing’ I would advice you to caution you against just blind fully accepting this, even if is says “Pew Research Center (illustrative map based on surveyed public opinion)” It looks nice, but the N (responses) per nation is missing as is the larger data and my reason for that is to consider how Nepal is included and how many have internet there? It has a lot less then Greenland and that remains ‘Unclear’ even after all Trump did there? Go bake me a cake (preferable a Black Forest cake).

So there are settings that make sense and there are settings that apparently is scaring America, so as news.com.au is giving us ‘‘We want you here’: US tourism chief pleads with ‘scared’ Aussie travelers’ he might have more luck getting Russians to get to go to the United States. My mind is set to Toronto (Canada) and Abu Dhabi (Yas Island, UAE), whichever I can afford to see first. As I see it, the United States with its Epic Universe is until 2035 no longer an acceptable option. The idea on how lovely these two places are, filming it with a DJI Osmo Pocket 4 feels like heaven. Filming my fishing expedition in LADURÉE at the Abu Dhabi Mall Store and my first Lunch at AlBaik (Abu Dhabi) makes my mouth water.

(I tend to torture myself with all kinds of dishes I am not having today). And feast your eyes on this deal, for only $3.80 you get these two wraps, that is a steal at twice the price. And Al Baik has proven itself several times over in both Dubai (in the Dubai Mall) and Abu Dhabi. So are you surprised that the world is giving the United States a miss with its MacDonalds Fries for $4.50? And at Universal Epic Universe, the famous Mac and Cheese Cones are priced around $16.99. As I see it, the United States tourism industry is bound to take another few dives in the next few years. And as the world is hungry for real food and real entertainment Abu Dhabi and optionally other gulf states (like Boulevard City, Riyadh) might offer a better vacation than the United States with its Karen’s, MAGA and ICE could ever hope to entice tourists with and such is the setting, because this is still about the Iranian setting and the United States are coming up short on several levels and whilst I have faith in my IP to destroy Iranian infrastructure (which I handed to the UAE and Saudi Arabia) it seems the my ideas were more devastating and a lot cheaper than the United States could ever hope to deal with and hiding behind “They are not willing to accept the Abraham accords, boo hoo hoo hoo” is as I personally see it, the hallmark of a loser who lost yet again. And as I see it, China is willing to step in, make Iran cry like a baby (and still get all the oil it needs, because that is likely the deal China is making), but to Iran it comes across as they defeated the intent of the United States and that is fine with them. A geopolitical setting requires you to see a lot more than some envision and as we are given ‘Crude Oil Prices Rise as Iran Dampens U.S. Deal Hopes’ (43 minutes ago) we need to see that this film flam setting is merely the stage of people trying to get away from that fallout, because that is bout to get worse, until China comes in as the savior of the Gulf States. I do’t necessarily think it is correct, but that is how I see this will be played. Iran made the United States its bitch, China is setting a better stage for nearly all and Israel? I have no idea what will happen there, they went in with the United States and they had a very good reason to attack Iran, they have had that for years, perhaps even decades. But there’s a chance that Israel will become a casualty of war and the United States will merely go to its own side of the Atlantic river saying ‘sorry’.

So who owes what? Before the attack the strait of Hormuz was open, fuel was affordable and there was progress, not that much for the United States, but they made their own bed. Perhaps President Trump needs t make a tally on what his shortsighted ideas led to. Have a great day today, my Sunday is 62.5% gone now.

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May 29, 2026 · 10:01

As ideas go

Just before I started writing yesterdays blog, I saw a walkthrough on Monaco. I watch them every now and then. Monaco, Toronto, Abu Dhabi, Dubai all the places I cannot afford to see myself, others make sure that this becomes an option. I reckon that the first Covid shutdown gave people ideas. Anyway, why I was watching the Monaco walkthrough, I suddenly realised around when the camera came to the Elle Style clothing store that something was missing. An adaptation of 5G and wearables. Consider the you pass a billboard, it gives a great style and you are a tourist there, so how to find this? Well, that is where this IP becomes a solution. You are on the Avenue de la Costa and you want to get to that store. So you need to find a map, a direction and if you are shabby in French you will face a few more issues. So here comes Lawrence (aka Garfield, aka Lawlordtobe, aka yours truly), and voila: 

So here we see the  the model, and that billboard at that point also gives the ‘willing recipient’ (the active instigator) the map tag, an optional Lightbox advertisement, the advertisement itself to be stored (if so set in your mobile) and in seconds you are ready to visit this place. A setting that the tourist, or local traveller can use to get to where they need to be. And it goes further, consider malls in Dubai, London, Toronto, they all get to have this added feature. Some will reject this, but most see the stage that this as added visibility  

So where we had nothing, we now have a solution that could be globally rolled out, I mention the famous places, but there is not a mall that cannot benefit from this and that is merely for starters. Government settings of advertising their events and event places become eager new customers, so consider that at any given year 16 million routine events are taking place, and now they get another channel to give visibility, millions of sport events and hundred of thousands of fair events. As I see it all optionally customers to the setting offered here and that is before you need to find the Apple Store in Monaco (hint: there isn’t one) but a new day is dawning (Google is here and me too) to make it all a little easier for the traveler and local stumped person trying to find out where Monaco is holding its Fête de la Mer (June 20th) or perhaps the Live Jazz at La Note Bleue in Lavrotto beach. All places that could benefit from visibility and that was merely one place. Now consider what shows Harrods is giving, a setting more tourists miss, so when these 300,000 daily shoppers get to see what is going on, I reckon that there will be loads more visibility and that is merely two location all whilst the USA has over 135,000 malls. So what are they doing? Well, optionally Google seemingly has your back and even outside the malls and places, there can be added visibility. That market is about to fuel itself to a much larger degree.

So whilst some will put this idea down (some always do) consider that as I see it, no one had this idea as no one moved in this direction and now there is an option for visibility that does not rely on taking notes. It is all downloaded to your mobile at the press of a button and streamed to your smartwatch so you can see where you have to walk to. And is there an exception? Yes, the Formula is making such a ruckus you can hear it in every part of Monaco, but that might be the only event in that monarchy that doesn’t need the advertisement. 

Have a great day all.

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May 28, 2026 · 19:33

The game of the name

I was made aware of something that ‘kinda’ confirmed my convictions. The story (at https://www.gamesradar.com/games/diablo/diablo-4-lead-says-small-teams-crunch-because-the-company-is-on-the-verge-of-collapsing-but-even-though-its-not-necessary-for-aaa-studios-you-might-still-have-a-culture-of-crunch/) gives us ‘Diablo 4 lead says small teams crunch “because the company is on the verge of collapsing,” but even though it’s not “necessary” for AAA studios, “you might still have a culture of crunch”’ so where we see “Crunch has been an unfortunate aspect of the games industry for about as long as it’s existed, as companies continually push developers to make release dates and deadlines without a care for anyone’s wellbeing. A current member of the team behind Diablo 4 sees it as a harsh truth for smaller studios, whereas bigger ones are more likely to willfully lean into it. Marcin Undak, lead engine engineer on Diablo 4, gave his insight during a conversation attended by GamesRadar+ at Digital Dragons. “I’ve been lucky to not crunch for a really long time now, since I joined bigger companies,” he starts.” So, we get to ““crunch” refers to periods of intense, often mandatory overtime. Developers work grueling schedules—sometimes exceeding 80 to 100 hours a week—to meet strict launch dates, fix bugs, or complete development milestones”, what a weird surprise. Is that the impact of Microsoft interference? I have this gut feeling (so this is biased to extreme measures):

Microsoft: You know what would be great, get the entire set to cut movies of 4K resolution. The people will love it, the crowds will go wild.
Blizzard anonymous employee: That would take an enormous amount of time getting it all to match the gamer character, so that it all fits.
Microsoft: We don’t care, the people want this, we have evidence from other games.
Blizzard AE: Who will sign off on the required time?
Microsoft: Your boss, we gave him a call.

That is how I picture the Microsoft involvement into Blizzard. They seemingly have no idea what they are doing and they forget they basically never did anything in gaming. They bought Mojang (Minecraft), id Software (Doom), MachineGames (Wolfenstein), Arkane Studios (Dishonored) and several others. They never did the groundwork, only the finished product and that game them a fictive sense of self worth. So this is my (massively biased) view and since then they Acquired Bethesda and more, all to get the gamers towards their Ex-Box. But the real gamers don’t care. They like what Sony and Nintendo gives them. They are primed to the best experience gamers can get and it shows with the value that Horizon: Zero Dawn gives us, a game from 2017. Don’t get me wrong, I have been playing Skyrim a hell of a long time (since 2011), but this is not due to Microsoft, this was Bethesda. And lets be fair, I have loved Minecraft since 2010 when it was Mojang and Microsoft has done plenty to keep the curve high, they really did. But as I see it, they are out of their depth because gaming requires art, not business sense. Only the delusional people think that there needs to be business sense in charge and that is clearly wrong. Business sense is at times required, but in the backseat, not in the drivers seat. 

So the article gives us ““I would say the difference is probably, in smaller teams, you are crunching because the company is on the verge of collapsing,” he continues. “It’s the matter of whether we release this game on time, or we all go home because we run out of money. That’s not the case with bigger companies.” With the added “Of course, you might still have a culture of crunch,” he adds. “But I wouldn’t say it’s necessary, so those bigger companies can choose whether they want their people to crunch or not, because they have money to sustain themselves. We are, thankfully, at a point where the practice is becoming less common culturally. More indie teams actively avoid overworking, and there’s more understanding and unity among workers within the industry when it comes to challenging these norms. Alas, for now it’s still occurring, but perhaps with enough people highlighting the problems, that won’t be the case forever.”” And there is of course the ‘added’ link towards “Diablo 4 Lord of Hatred player finds “theoretically infinite” treasure goblin hack to spawn so much loot that the game can’t keep up” with the added “Over 2,400 treasure goblins in a single dungeon proved to be too many” which actually proves my point. These glitches are there to keep some at peace, so that they can say that they got great loot, but as I see it, (from videos, as I never played it myself) Diablo 3 was the pinnacle of gaming and I played it on multiple systems. As I saw Diablo 4 rear its (ugly) head, I saw that this was another franchise blown to smithereens by people who never understood gaming, they merely bought the players that did and I al willing to be that they fired the ones that never adhered to Microsoft standards and the ones that did stayed quiet to keep their income safe.

As such, this is a largely biased view on the view I personally have, so the excuses I see is the setting that BI dodo’s have on gaming and and Project Red and others learned the hard way, they will bite off the idiots that making ‘claims’ including the media that tells them that the gamers ‘demand this’, the gamers know the truth, we will get a game when it is ready, not when some BI dod says it is due. So we are against crunching. We get that some crunching is required, especially when the gold master is done and a few things prop up. This happens, it always does. And whilst we await the next Horizons game (expected in 2027), we will happily wait until it is ready, the first two games were awesome, we want more than that and I was considering that if it comes with the PS6, there will be a upgraded version of the first two games for PS6 as well. \

Going with that, tomorrow I have more IP for Google. I got the idea watching a walk around video on YouTube (you know the application) and I suddenly had an idea, it kinda related to other IP I made, but in a nice gesture to Google (and to piss of Microsoft even further) I will give it to them donations (of $3,000,000 post taxation) will be appreciated. Have a great day.

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May 26, 2026 · 18:32

That’s an option

There I was seeing something that I had not seen before. There was a lawn and someone had a miniature tractor with two side wings. They were lawnmower blades with collectors. Now, this is not new, I merely had not seen this before. So I looked online and there were several automated lawnmowers and that is cool. But they will most likely all have their own software too and that is when my nogging (my skull with inserted grey matter) was considering that Google might have a vested interest to offer a generic version of this for all kinds of devices. One for the rooms cleaning, one for the lawns and one for the pools and all the same software and all keeping track of statistics overviews and schedules which are given to the household app. So, there is optionally whatever the device themselves have (like Husqvarna) but an overlapping software solution that keeps track of all smart devices in the household. No mater how you splice it, there will be new devices, more devices and there will be a Google solution keeping track of it, for your household. Optionally keeping track of your power consumptions as well. So as I see it, there will be a market for that soon enough and probably there is one now,  It comes from two directions. The first is the consumer that needs to be aware of more and more, the second is the entrepreneur who is creating the mini-tractor and optionally some star wars version of these devices and they lack the knowledge of creating that software, but Google has their back and now one solution will enable a lot of tinkerers to create a solution that households will find palatable. Google has always had the mission statement “To organize the world’s information and make it universally accessible and useful.” So, as I see it, this solution fits right into their pathway and the pathway of consumers.

Both settings covered and there is a larger need as the need of the consumer rises, because we might merely see the need of the cleaning drone, but drones are unmistakably increasing its imprint on the household and from there, there needs to be a single source for combining and reporting all there is in one application with power and costings set out. As I see it, there currently is not. And it will only take one step from governmental oversight and those 4 devices become the headache of the household, Google could fix this in several ways making it a solution for the entire household, with optional logging on online orders (example: automated fridge) and lifespan of the batteries of these devices. A one stop solution for the household.

So, that is my solution, which I created before I made a new solution for Google earbuds, its all in a days work.

Have a great day.

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