Category Archives: IT

March 29, 2026 · 05:44

The Bull what?

I was confronted with an Oracle article this morning, it came with the complements of the Insider Monkey (at https://www.insidermonkey.com/blog/oracles-orcl-backlog-drives-its-bull-thesis-according-to-analysts-1726682/). The article ‘Oracle’s (ORCL) Backlog Drives Its Bull Thesis According To Analysts’ which might be a conundrum, so lets take a look. We are given “The major factors in the firm’s bullish thesis on ORCL are its massive backlog and its ability to cater to increasing AI investments in the US. Oracle has a remaining performance obligation (RPO) of $553 billion, which offers good visibility into the company’s future earnings.” I would go with that a backlog gives stock and future of a company value, but that might be an oversimplification. And $553,000,000,000 is nothing to sneer at. It is seemingly more than the overall business that several nations have and in this case it is more then Norway gets on an annual level. So I would go with that, but what is a bullish thesis? 

Well, in short “A bull thesis is a structured argument supporting the belief that a specific stock, sector, or the overall market will rise in value, driven by positive catalysts like strong earnings, innovation, or economic expansion. It focuses on growth potential, such as AI-driven productivity, high revenue backlogs, or increased market share.” (Source: Simply Wall Street).

So I had it correct the first time over (a few days ago). There was nothing new under the hot sun, but the next bit ‘surprised’ me a bit. It was “The analyst also pointed out that a major risk in the bull thesis is the customer concentration. A large part of this backlog comes from OpenAI. OpenAI intends to invest a total of $600 billion in computing power by 2030. Previously, in October, OpenAI CEO Sam Altman said the company could spend up to $1.4 trillion on infrastructure by 2033. One month ago, BNP Paribas analyst Stefan Slowinski commented on how this particular risk is now reducing for Oracle Corporation (NYSE:ORCL):” So in short, most of the backlog comes from OpenAI, if OpenAI fails (not a weird thought) Oracle stumbles as would be the case, so the backlog is due to mostly one customer and that is a rusk. How big a risk remains to be seen. The people wanting OpenAI to succeed are numerous and ‘THEY’ would be reducing the risk like the metal dealer reducing the risk of riveting and downplaying potential dangers. This went well before the Titanic saw the shores of the ocean (bottom of the sea), but what happens afterwards? Now, riveting is largely supported, there are whole fleets still out there based on riveting. But what happens when the next big thing comes (like welding), so that is where we are right now. But on the horizon we see Google DeepMind, Anthropic, Meta, DeepSeek and something called Cohere. I believe Oracle is in a good space as whatever comes next will require a system that deal with data and I believe that the only competitor here is Snowflake. As such yes, there is a risk to (what some call) the Bull thesis, but the risk is seemingly small as nothing can match Oracle and Snowflake can only partially cover Oracle (as I see it) and I have some reservations on BNP Paribas analyst Stefan Slowinski as BNP Paribas and OpenAI have a multifaceted relationship involving financial analysis, infrastructure, and competition within the AI landscape and this article dos not bare this out. But in that setting we also fail to see the setting that ‘SoftBank Secures $40 Billion Loan to Fund $30 Billion OpenAI Investment’ (source: TradingView) this matters as there is a backlog and they still need loans/investment funds? And the second setting is given to us (at https://www.nssmag.com/en/lifestyle/44761/sora-openai-shutdown) where we see ‘Understanding OpenAI’s U-turn on Sora’ where we see “The development team of Sora, the artificial intelligence software by OpenAI that allowed users to generate realistic videos from a simple prompt, recently announced the shutdown of the app. It is a sudden and highly significant change, one that is expected to produce notable effects in the technology and entertainment sectors, with repercussions that could extend well beyond the U.S. market. The shutdown of Sora is not relevant only for the company led by Sam Altman, but also for other players active in the field of generative AI applied to video production. Google, for instance, now finds itself in an advantageous position in this area, with the concrete possibility of consolidating its leadership in the generation of realistic AI-based videos – thanks to its tool Veo.” So some will see this as a boost to Google (DeepMind) but this happens before these tracks became financially viable (read: paying off) and these elements will create some sort of minor shockwave. The problem is that 3-4 shockwaves can create a massive customer turnover (like towards a competitor) and even if it doesn’t ‘damage’ Oracle, it might hurt prospects in that near future. Consider that this backlog of $553 billion reduces it to a mere $125,000,000,000 Still a large number, but that is when it starts raining men on Wall Street (aka: watch out below).  All elements overlooked in Insider Monkey and the non-Chinese media is not too bitty in the DeepSeek settings. So we are mostly unaware how their next version of its engine is. All elements that will influence the view on Oracle. I still have faith that Oracle will pull through successfully, but these pesky investors are at present more jittery than a room full of roaches as you turn on the lights. It might not be the best setting for a long term ‘understanding’ and that is something Oracle has to deal with. 

Have a great day, I am now 120 minutes from breakfast, although if I was in Vancouver I could enjoy another lunch in the Nightingale like a Cache Creek Beef Tartare, yummy.

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March 27, 2026 · 08:16

The bellows of a mad man

That was the thought I had this morning. You see, ABC gives us an hour ago ‘Trump singles out Australia as he lashes allies on Iran war support’ which I took personally as I am Australian. The story (at https://www.abc.net.au/news/2026-03-27/donald-trump-says-australia-was-not-great-help-in-iran-war/106500752) where we see “The US president says he was “surprised” by Australia’s refusal to help the US secure the Strait of Hormuz, while again lashing out at NATO allies for their inaction. He claimed Iran was “begging” to make a deal and would face its “worst nightmare” if it didn’t agree to America’s 15-point ceasefire proposal.” This puzzled me, because on March 6th had stated that the UK ‘join wars after we’ve already won’, so why does he need help? Then he proclaims that “Iran was “begging” to make a deal”, as such it seems that no help is required. On other business, this year April fools day (April 1st) will be cancelled as President trump made every day seems like a joke (a bad one). So why does he need help and this is stuff he gave the world, so what gives?

And just a minute ago (actually 60 seconds ago), the Guardian gives us “Trump extends deadline to strike Iran energy sites Donald Trump has said he will extend his pause on his threat to attack Iran’s energy infrastructure for 10 days until 6 April, claiming that the request came from Tehran.

In a post on Truth Social, the US president claimed talks are going “very well” and repeated his attacks on the “fake news media” for reporting to the contrary (Iran has also reported to the contrary). Originally, Trump threatened last Saturday to would strike Iranian energy infrastructure if Tehran did not reopen the strait of Hormuz. Then, on Monday he said he would pause his threat for five days (until Friday), citing “very good and productive conversations” with Iran on ending the war (which Tehran dismissed as “fake news” designed to “manipulate” the oil markets). So, he’s now pushing that deadline back, again.” So, there is nothing in play? Whilst 18 minutes ago we were given “Strikes near Iran nuclear plant could trigger ‘major radiological accident’, warns IAEA chief The head of the UN nuclear watchdog has expressed “deep concern” over recent military strikes near Iran’s Bushehr nuclear power plant – and warned that any damage to the operating facility could cause a “major radiological accident affecting a large area in Iran and beyond”.

International Atomic Energy Agency (IAEA) director general Rafael Grossi reiterated his call for “maximum restraint” to avoid the risk of a nuclear accident. The most recent reported strike took place on Tuesday night, when the Atomic Energy Organization of Iran said a projectile had struck the grounds of the nuclear power plant. The IAEA previously confirmed a strike on 17 March. No damage to the plant was reported in either incident.” Which sounded odd, as the war was already won. Funny enough I had IP that could take care of the Bushehr nuclear power plant. I wrote it in 2021, on December 14th to be more exact. I did so in ‘Keeping my promise, part 1.’ (At https://lawlordtobe.com/2021/12/14/keeping-my-promise-part-1/), I even made some ‘civil’ IP available later that month to aid in the deployment and no explosives would be required. I admit that in this setting (you know, all the bombings) security would be increased. So I reckon that implementing it now might become a problem, but in stead of bombing it, my speculative mind turned the reaction into ‘kind of’ a bomb. I don’t like (or agree) with nuclear explosives, but as I saw it, I could turn all that energy back onto itself. It hasn’t been tested as there is a lack of ‘volunteering’ reactors, but to do this to Iranian and Russian reactors is OK with me (they might object though). The setting is however a little more complicated though. As we are given the words of the International Atomic Energy Agency (IAEA) director general Rafael Grossi, no one seems to be asking the question how much nuclear material does Iran actually have and how pure is this stuff, is it reactor grade of military grade? Seems like a basic question to me, even I as a non-nuclear physicist know this. 

So whilst we then take tally, we need to ascertain how much the United States has won the war, not only because he already needs $200,000,000,000, but because the Strait of Hormuz is closed and whilst (apparently) Iran is begging for a deal, we hear nothing like that from most of the media. So who did President Trump talk to, or was he talking into a mirror? And as I placed my IP online (making out freeware) I understand that I never get wealthy on this, the idea that some might just put things online (and rely on the goodness of some) I wonder where this winning streak is coming from and how delusional the governing branch of the United States has become. 

So, who is the mad man? President Trump or me? I merely state my ideas in a calm voice, he goes out on a rampage against anyone not worshipping him at the mere sight of him. That is how I see it and considering the entire Iran setting, you might agree. He has bombed Iran (with Israel) and whilst we see influencers and fake media telling is that Saudi Arabia and the UAE want to go ‘all in’ I have a few reservations against these reports. I reckon that it becomes an actual fact when we see this in the Arab News, Khaleej Times and/or Al Arabiya. At this point those are the only news sources I am willing to trust on Arabic settings. There is too much noise in all this and whilst I am exploring new IP that might give Iran a headache and hand to over to Saudi Arabia and the UAE. There is is a lull in my life. The blessed feeling of a temporary interval of quiet in my mind. I know it is trying to work things out, so I let it. It will alert me to any new ‘misgivings’ of alternate use of IP I  might be detecting in the corners of my eyes.

So have a great day to day. My plan? To optionally watch Sleepy Hollow or Donny Darko on 4K, but then I have always tried to enjoy the simple pleasures of life. Oh, and it just occurred to me, should those lying influencers be made persona non grata? They call it “self expression on the freedom of speech” lying and misrepresenting the facts to gain traction in the following you gain is still deplorable and the UAE might want to consider making these people persona-non-grata. So as this blows over, they are denied entry to the one place they all want to be, because that is going to be the reality of things. Seems like a simple setting to me. Find the evidence and deny them access and Saudi Arabia might want to go the same way. Have a good one.

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March 22, 2026 · 23:29

Are we really that dim?

I saw an article that the BBC put out last week. I must have missed it, because I tend to look at BBC news each day. So the article (at https://www.bbc.com/news/articles/cqj9kgxqjwjo) is giving us ‘Meta and TikTok let harmful content rise after evidence outrage drove engagement, say whistleblowers’ and here I am not really that clear why needed whistleblowers. The media has been doing this for the better part of a decade. These morning shows (what they call entertainment) are driven to push the boundaries of engagement. A carefully placed half witted word is all it takes to drive up engagement. And driven to all this is the digital dollar, because these pages also drive advertisement money for all concerned. As such it is to be expected that Meta and others (in this case TikTok) would be on that same horse. So whilst we are given “Social media giants made decisions which allowed more harmful content on people’s feeds, after internal research into their algorithms showed how outrage fuelled engagement, whistleblowers told the BBC. More than a dozen whistleblowers and insiders have laid bare how the companies took risks with safety on issues including violence, sexual blackmail and terrorism as they battled for users’ attention.” And this comes with the added “The whistleblowers who spoke to the BBC documentary, Inside the Rage Machine, offer a close-up view of how the industry responded following the explosive growth of TikTok, whose highly engaging algorithm for recommending short videos upended social media, leaving rivals scrambling to catch up. A senior Meta researcher, Matt Motyl, said the company’s competitor to TikTok, Instagram Reels, was launched in 2020 without sufficient safeguards. Internal research shared with the BBC showed comments on Reels had significantly higher prevalence of bullying and harassment, hate speech, and violence or incitement than elsewhere on Instagram.” I am not surprised and it comes with the added concerns that we aren’t being given here. You see, the word “Advertisement” isn’t given once in this article. And advertisement is driving this. Simply because advertisement is money, it is printed money that can be handed over anywhere and the second stage that the advertisement lobby is now quietly becoming a lot bigger than the NRA or the National Association of Realtors (NAR), which spent approximately $63.5 million in the USA, followed closely by the U.S. Chamber of Commerce at over $53 million. The advertisement lobby knows that they need to stand in the shadows (for now), so whilst we might think that the Association of National Advertisers (ANA), which  represents over 1,000 companies and 15,000 brands, focusing on marketing strategies and lobbying against restrictions on advertising, or the American Association of Advertising Agencies (4A’s), they represent advertising agencies, focusing on industry standards and advocacy. And there are a few more. None of them is making any sounds to the setting of these settings, because their pennies are depending on all this and these pennies when multiplied by a few billion become a serious amount of money and that money is coming in every day through engagement and flames. So at what point will we see the deeper story behind all of this?

Because at some point this lobby becomes too large to be unseated and whilst the NRA is in the United States, the advertisement lobby is working on a global setting and no-one is taking that serious. So, whilst some agencies (locally) are vetting for legality, decency, and truthfulness. The moment it crosses borders they become pretty silent.

In this I wonder when the BBC takes up that baton and takes a much harder look at what they are leaving in the dirt. What parts of all this is not being picked up by anyone? 

These are simple question, but the answers might show that there is more to all this and that is seemingly not seen.

Have a great day. 

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March 22, 2026 · 01:28

I am not economical savvy

That is the setting and we can conclude that I am intelligent, but not that economical savvy. I have known for the length of my years that if you spend less then you get, you might get rich at some point. I know it is a little simplistic, but I am not an economist. I know data, I can read, write and comprehend data, almost any data. So when I saw something almost a week ago, I wrote ‘Is it insight or data?’ On March 16th (at https://lawlordtobe.com/2026/03/16/is-it-insight-or-data/) and I stood behind Oracle, not because I am so economical, but because I know technology and Oracle is an essential technology. In some ways it is now chased by Snowflake, but that is the nature of the beast. Oracle might be at the top, but it is forever being chased by whomever wants to get into number one. Snowflake is speeding past all the others, but it will not (for some time) go past Oracle. So when I saw that Oracle had half a trillion in their pipeline, the other news made little sense and I wrote about that and 4 days later (the day before yesterday) we get a fool, a Motley fool no less (at https://www.fool.com/investing/2026/03/20/news-oracle-billion-backlog-ai-stock-buy/) give us ‘Oracle’s $553 Billion Backlog Could Make It the Most Important AI Stock of 2026, But Is It Too Late to Buy?’ Pretty much exactly as I said it was. But they give us more. We also see “It’s worth noting that Oracle stock has lost 49% of its value in the past six months, owing to multiple concerns, including a reliance on OpenAI for a significant share of its contractual backlog and taking on sizable debt to build artificial intelligence (AI) data centers. However, those concerns took a backseat after Oracle’s beat-and-raise quarterly report. Let’s see what worked for Oracle last quarter. Then, let’s take a closer look at its valuation to find out if it’s too late to invest in this AI stock that has the potential to soar impressively for the rest of the year”, with an additional “Oracle’s quarterly revenue jumped 22% year over year to $17.2 billion, exceeding the $16.9 billion Wall Street estimate. The company’s non-GAAP earnings growth of 21% to $1.79 was a bigger surprise, as analysts would have settled for $1.70 per share. The company’s cloud infrastructure business also outperformed expectations, with revenue increasing by 84% year over year to $4.9 billion. That was higher than the $4.74 billion consensus expectation. Even better, Oracle’s cloud infrastructure business is likely to continue growing at a terrific pace in the future. Its remaining performance obligations (RPO) jumped a whopping 325% year over year in the quarter to $553 billion.” Now lets be clear, I get most of that data, but unlike that fool Motley there is a lot I do not see, mainly because I am not an economist. 

And here you might think that there is confusion, because I have (and still) say that AI does not yet exist. But data does exist and when it comes to data Oracle is the Rolls Royce of data systems. So, whatever these people want to make you believe, they can do it better with a good data solution. And all DML (Deeper Machine Language) as well as interactions with LLM (Large Language Models) require the best solution (which gets you to Oracle with optional Snowflake) so whatever data solution these people select, they need to rely on their data ventures and that puts Oracle in the picture and when you comprehend that, the half a trillion dollar pipeline starts making sense. 

What astounds me is that some people like to make some kind of consideration and as I see it, Oracle is a long term investment. You might think it is about the wealth of Larry Ellison and you would be partially right there, he brought Oracle to life (as the saying goes) and whilst some people are in it to play the markets, Oracle is above that. It is the safe place to put your dineros (as the expression goes). 

So why Oracle? As I see it, for over 30 years the people who wanted to get into data emulated and copied what Oracle did and called it innovation, but there is only one Oracle, the rest is almost a joke (OK, Snowflake might be the exception, but it is not as great as Oracle). Some tech firm bought Sybase and flogged it off as THEIR baby and they did well, but it is not the same a being the actual innovator. So as some call it, some stock is up to scrap and as I see it, it would be Oracle. 

Whilst I am writing this something occurred to me and this falls on the mattress of Google. We are given “Oracle (ORCL) is widely considered a strong buy by analysts following robust Q3 2026 earnings, surging cloud demand, and a massive $553 billion backlog. With a 4-star rating from Morningstar, the stock is viewed as moderately undervalued with significant growth potential, although some analysts caution about high capital expenditures and heavy reliance on AI partner OpenAI.” And the two points are in the first “following robust Q3 2026 earnings”, so they decided on earning that will not be completed for another 6 months? Explain that to me, because as far as I know time travel is not a valid method of predicting earnings. Then we get “heavy reliance on AI partner OpenAI.” Why reliance? So, who calls the shots there? Is there a given that OpenAI demands Oracle? I get that people who are in the ‘spell’ of AI require Oracle, that makes sense. But think of that for a moment. There are numerous data vendors. Do you think they all select Oracle because Microsoft/AWS/Google/IBM are all Dodo’s? It is all dependent on what solutions these customers have now and that might set the bar for what data is selected, don’t get me wrong. Oracle is the best as such I applaud their actions. But I have seen my share of boardroom meetings where someone was in favour of whatever they had, as such I have an issue on the use of ‘reliance’ as in ‘heavy reliance’, but that might just be me.

In the end, we all take what we can get and data people select Oracle for the simple setting that it is the best. So select what you think is best for you and consider that Oracle will continue no matter what, because there can only be one number one. 

Have a great day, It is not Sunday here. Time to imitate a sawmill as It is massively past midnight.

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March 16, 2026 · 23:25

Is it insight or data?

Two days ago I saw two things close together. The first one was a Bloomberg terminal with nearly everything in red, even player like Oracle and Google were in the red. Not sure what brought it on, oil price, a clown in Washington DC setting the buildings on fire or perhaps someone in California doing something similar. The reason is unknown to me. On that same day an article (at https://www.mirrorreview.com/news/oracle-earnings-reveal-contract-backlog/) by the Mirror Review gives me ‘Oracle Earnings Reveal $553B Contract Backlog Due To Massive Cloud Demand’, now I do not know this source, but the two don’t make sense. Oracle has a $553B backlog (which is nice as I am looking for a job), but this sets two parts in motion against one another. So if there is an outstanding pipeline worth half a trillion dollars. There should be no red mention for Oracle, but that might be my non-economic side taking considerations in its own hands. 

So when we see “Oracle generated $17.2 billion in revenue, representing a 22% increase from the same quarter last year. Profit also improved, with earnings per share reaching $1.27, up 24% year over year. Cloud services were the main growth engine. Oracle’s cloud revenue reached $8.9 billion, growing 44% compared with last year.” The setting of Bloomberg red makes no sense to me and I wonder if there is orchestration in play. Don’t sign off yet, there is additional evidence. MorningStar (at https://www.morningstar.com.au/stocks/oracle-earnings-solid-execution-secures-revenue-target-mitigates-investor-concerns) gives is ‘Oracle earnings: Solid execution secures revenue target and mitigates investor concerns’ another statement that makes no sense, in light to a workable half a trillion dollar pipeline. Here we see “We are content with Oracle’s pace to expand its data center footprint. Demand for AI training and inference continues to outgrow supply, which supports our accelerating growth outlook for Oracle Cloud Infrastructure. OCI revenue should grow 77% in fiscal 2026 and 117% in fiscal 2027. Ninety percent of the 400-megawatt data center capacity Oracle delivered in the quarter was on or ahead of schedule. Considering the scale of OCI’s buildout, a strong record of on-time delivery is evidence of solid execution that should maintain customer trust and enable faster time to revenue.” As well as “We raise our fair value estimate for narrow-moat Oracle to $220, from $215 previously, based on higher-than-expected near-term demand for AI compute. Shares look undervalued following the stock’s 8% after-hours rally. Clarity around Oracle’s funding and market demand can mitigate investor concerns around OCI’s future growth. However, we reiterate our Very High Morningstar Uncertainty Rating for Oracle, as the demand and competitive landscape for AI cloud can change rapidly over the long term. Our base case assumes that AI infrastructure will continue to see high demand that allows Oracle to reach its $225 billion revenue goal by fiscal 2030. In this case, there is a clear path for Oracle stock to converge with our fair value estimate as a result of on-time capacity delivery each quarter.”

So, how does “our fair value estimate” make sense? What is it based on? There is also the setting of “we reiterate our Very High Morningstar Uncertainty Rating for Oracle” It sounds like orchestration by a Wall Street party. How can any firm that sets over half a trillion pipeline to this? Lets face the simple fact that this is out of reach for a player like Microsoft who ‘gives’ us “Microsoft reported a record annual revenue of $281.7 billion for fiscal year 2025” it might not be bad (me thinks) but it is merely half the revenue that Oracle has in its pipeline. And I reckon that this is merely the beginning. As places like the UAE has the Iranian stage, banks and several others need a clear line of communication via service centers, call centers and customer care and as I see it, Oracle is the best in these data vaults as I see it, the pipeline might grow in several directions because it is not just the UAE, I reckon that organisations in Europe and Japan will have similar settings soon enough.

And as we see other sources giving us “Remaining performance obligations, which is a useful metric when we want to gauge how revenue might be developing in the near future, grew by as much as 325% year-over-year. Looking forward to Q4, ORCL expects revenue to keep growing by as much as 18% to 20%, while for fiscal 2026 they expect total revenue to be $67 billion and in fiscal 2027 to be $90 billion. Client concentration in the backlog—meaning OpenAI—remains a concern, however.” I feel that there is orchestration, but it is a mere feeling. I lack the economic education to make sense of this. But one would agree that a $553B pipeline (read: backlog) implies that the need for Oracle is high and I reckon it will be growing even more soon enough, but that boat part is a presumptuous setting, not because there are others (like Snowflake), but the track record of Oracle speaks for itself and even if Snowflake has a great track record, these organisations go with what is safe and Oracle tends to be the safe route that large organisations ‘value’, but that might be merely my insight into this setting.

Have a great day.

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March 13, 2026 · 00:11

Keep this in mind

As I was looking at ‘the news’ a few things hit me. The first one was the Guardian (at https://www.theguardian.com/world/2026/mar/11/the-shine-has-been-taken-off-dubai-faces-existential-threat-as-foreigners-flee-conflict) where we see ‘‘The shine has been taken off’: Dubai faces existential threat as foreigners flee conflict’ I have to disagree as I have seen some crypto boys run for their lives, but they don’t amount to anything. The internet (Youtube specifically) is flooding with people enjoying life in Abu Dhabi (Dubai too). So when I read “leaving beach bars, malls and hotels eerily empty” This gives me the mind on how it was a year ago? You see, Islamic nations are in the middle of Ramadan, as such these places are massively empty during the day and I reckon that malls have a similar standing. I wonder what the attempt was by writer Hannah Ellis-Petersen (who claims to be in Dubai). I am not saying that is a lie (or an exaggeration) I am merely asking how the public goes to the places during Ramadan. I guess that some families would avoid Dubai and Abu Dhabi during these settings but to see “They are among the tens of thousands of residents and tourists that have fled Dubai since the US and Israel launched joint strikes on Iran almost two weeks ago.” I get that tourists are not in the ‘appeasing’ setting towards the hostilities of Iran and I get that. As I personally have Abu Dhabi on my bucket list (preferably intact) I still hope to see this place before my corpus delicti kicks the bucket (not the one with the list). It happens some cards fall out of reach, but I still hope that I will see this place, preferably staying at the Warner Brothers hotel and seeing my youthful idol Joker (Batman too). Still, the setting we are given “The Fairmont hotel, located on Dubai’s famed artificial palm tree-shaped island, home to mega-mansions, lavish hotels and upmarket beach clubs, was also dramatically hit.” Yet I also learned a few days ago that it had a mere $550 damage, as such what is this “dramatically hit” the Guardian is talking about? So when we get “I don’t want to be in Dubai any more, there is no business, we are earning nothing since this war, and I don’t see the tourism coming back. A lot of taxi drivers like me, we are thinking to go to a different country now. Everybody knows that Dubai is finished.”” I have no idea what that pussy was that was talking about, but I don’t believe that Dubai is finished. Neither are Abu Dhabi and Sharjah. If my IP works Saudi Arabia and the UAE will have plenty of damage to do to Iran and they should, because they were attacked by Iran. 

As such the setting intensifies and the hollow word from President Trump need to be ignored. As such I was thinking about the mines in the Strait of Hormuz. A thought had come to my mind. You see, there is a setting we ignore, there are different ways of detecting mines. But have lasers been used? You see, there todays lasers are a lot faster and consider the setting:

Now consider that no one looked at mines for the longest of times (as far as I know) and here we see a laser scanning to the bottom of the sea, it will not do so in a mere line. It can use arcs going up and down, the idea is that this is done with GPS and more accurate maps (which already exists) and now that mine shows up ‘brightly’ considering the setting with DML, mapping solutions and powerful computers, I personally feel that this should be a setting of easy. Peasy, chicken easy (I could be wrong). I haven’t worked on disposing, but I reckon the Navies of the world already have a setting here and I feel bad at reinventing the wheel. So this is the setting I currently see. So what is taking the United States nay this long? They had enough time to consider that and as President Trump stated that they have already won, this setting should not exist. 

So then we get to The Hill (at https://thehill.com/business/5779706-iran-qatar-financial-institutions/) where we see ‘Banks evacuate, close offices in Qatar, Dubai after Iran threatens attacks’ which is weird as the war is already won (isn’t it?) So as we get “Several banks urged their employees to evacuate offices in Qatar and the United Arab Emirates on Wednesday as Iran threatens to launch strikes on financial institutions. HSBC has closed all its branches in Qatar until further notice, citing safety precautions in a text message sent to clients, Reuters reported.” We can conclude that the United States hasn’t won anything and now the setting changes, because (as others have stated already) it seems that the United States seemingly cannot protect anyone in the gulf states. As such my other ideas will likely gain speed soon enough. So we get back to the Hill article where we also see “Citigroup and Standard Chartered also told their staff in Dubai to work from home amid the regional conflict, according to a memo reviewed by Reuters. 

Goldman Sachs issued the same warning to employees based at their offices in the Dubai International Financial Centre, Bloomberg reported.” This I can agree with, if it is possible to work from home, that setting might be preferable to many. It kinda sucks if you need to get things done at a bank, but a lot can be done by ATM and the UAE have plenty of those around. And as the Guardian also gives us ‘Iran escalates attacks on infrastructure and transport networks across the Gulf’ (at https://www.theguardian.com/world/2026/mar/11/iran-escalates-attacks-on-infrastructure-and-transport-networks-across-the-gulf) where we see “Iran dramatically escalated its strategy of striking civilian infrastructure and transport networks across the Gulf on Wednesday, attacking commercial ships and targeting Dubai’s international airport as US and Israeli warplanes launched new waves of strikes on the Islamic Republic.” I believe that time has come for the UAE and Saudi Arabia take the fight to Iran, there are 10 major operating oil refineries, take these out and there won’t be any money rolling into Iran any day soon. No matter what others say, they brought the war to the Gulf States and as such there will be a reconning as I personally see it. At least 5 nations were unprovoked under attack. I say two refineries each to quench the feeling of vendetta. There is no after Ramadan, Iran is attacking now, return is required and to honor Ramadan, these nations have sunset to sunrise to make Iran consider the hollow acts they performed on them. Seems fair doesn’t it?

Are there more actions that could be done? Well, my IP takes care of their infrastructure and they could be released on other targets too, but I don’t want to callously attack civilians (I don’t want to be seen as an Iranian), I believe that hurting the infrastructure as I saw it will cause months of delays and it will cost millions to set right and as I took in account land, sea and air. I think I have done my good deed for both Saudi Arabia and the UAE. I am sorry to say that I am not doing that from Abu Dhabi, but we all have our hardships, mine is on Sydney. 

Only 5 hours ago, we get a quote from CBS ‘Trump vows to end war soon as Iran hits ships, threatens banks, and toll on U.S. forces emerges’, which is weird, because he told the PM of the United Kingdom that the war was already won, so something is amiss and I am playing the fool here with intent. You see, to make him show his real colors the Gulf stated merely have to take the 10 refineries out of the equation. I am a devious devil (Lucifer Morningstar told me that himself) and there are at least three little snippet hidden in this story. So whilst CBS gives us “The speed and extent of the damage have so concerned Iran and Lebanon that they sent a request to the United Nations’ cultural agency, UNESCO, this week to add more sites to its enhanced protection list.” I think that this is a bogus act and should be ignored. The setting here is simple as Iran attacks civilian targets in Saudi Arabia, UAE, Iraq, Qatar and a few other places. They should not be able to ask for any protection, they started this they can lose whatever is hit. But that might be the anger speaking in me. So when we consider the CBS story (at https://www.cbsnews.com/live-updates/iran-war-us-israel-strait-of-hormuz-ship-attacks-persian-gulf-drones-missiles/) A setting that could evolve, but as long as Iran keeps on attacking other nations that never allowed for the United States to launch any attacks against Iran, others can attack Iranian targets as much as they can, but that might merely be my view on the matter.

Have a great day you all.

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March 8, 2026 · 03:22

Wrecking my brain

That is at times the exercise. It is not one I like, but there are a few settings that have been plaguing me. First there was the setting that someone had ‘an idea’ and they basically repeat the idea I spouted on February 1st (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) where I basically nullified the setting that Iran has with the Strait of Hormuz. No biggie, but the idea ‘now’ belongs to the UAE (as it was on their turf), so today there was some ‘intelligent’ person who started to debunk the idea (nothing wrong with that) but that person goes on on how high the mountains there are. So, what does that have anything to do with that? The nice thing of a tunnel is that it goes UNDER the mountain. And then that person goes on that such a solution will cost $200 billion. So when we consider the setting with the Eurotunnel we get

“The Channel Tunnel (“Eurotunnel”) cost approximately £9.5 billion (roughly $14.5 billion USD in 1994) to build, significantly exceeding its initial 1985 estimate of £4.8 billion. Construction took six years (1988–1994) and required 13,000 workers to dig the 50-kilometer (31-mile) tunnel, which in today’s money is valued at over £12 billion.”

So, why does it take 16 times more now? I have an issue with that equation. And there are settings that do apply, but to get 2-3 tunnel diggers to do that track a few times might not be that much more, as I see it, the 3 tunnel diggers will work in layers. Top middle and bottom layer. I personally think that is it and it doesn’t require much more (perhaps it does and I lack the knowledge of this) and I admit that it might take 5 layers, but at least I am trying to find solutions. The track I had in mind might need a little adjustment, but beyond that I think the idea is sound and now that Iran is blocking the straight of Hormuz, the idea becomes a lot more pressing. So this was the first setting for me. 

Then I suddenly got an idea in the digital realm. You see in the 70’s there were these books, I believe that Esso or Shell released them. These books had pages with fields, tennis courts and a few other sports. You placed a transparent rubber sticker on the page and the rubber would keep it in place. There were all kinds of balls, arrows and lines to add to this and the result was a goal or point setting. They covered field hockey, football, tennis, and several other sports. I had such a book and we were all trying to make the most elaborate and stunning goals that the sport could have. Now we have digital options. But consider this. Like a Flash setting. We have a starting position with the figurine and the end position of that person. And now over that line we can animate (and morph) the player so that the animation is smooth. All this already exists. The ball will go through a similar track (via the line) but no morphing is required. Consider this to be a ‘vanilla’ person and as we select the team the outfit is made to match. What would be new is the option to attach commentary, so you become the sports commentator. And in that setting we now have a digital version of this and consider all these kids no longer on social media. So we will create new places, not social media, where they can share these idea’s and sports consider that we can use all the summer sports and all the winter sports. As the library of actions is increased there will be the option of all these animations to be completed and as such we get an entirely new setting for youthful players and the not so youthful ones who are into sports will also revere the opportunity given here. It would be something like Macromedia Director and it will be more polished as it is limited to sports and based on morphing figurines, timeline and sport items. The commentary is a new feature that we never had before, as such there is plenty of IP in here, because the old ideas are based on non-digital sources. And there is plenty of adjusted sports that could be added (like polo) waterpolo existed if I remember correctly, but there are plenty of games that never made that setting, as such they could be added, because the engine that drives it would be the same. Some people try to come up with something no one has ever seen before, I look behind me and see what others have forgotten and it could be made malleable in the new age, on new grounds and still the IP could result in patents. What a lovely thought. 

The third setting was an idea for a script, but as Iran started being nasty, that idea could be the new option for Saudi Arabia and the UAE to develop and deploy against Iran and there was still the idea of closing their harbours, but not on their terms. A harbour is only useful if it can be utilized, take that away and you have all these cranes collecting dust for months, if not years. I can be a mean piece of work if I set my mind to it and as I see it, both the UAE and Saudi Arabia could use my level of sneakiness. But about that later. Going back to the new IP, the idea that the animation is set also gives the stage that the export could be YouTube video and with the commentary in place, it could sound a new age for whomever likes to be creative and we all adhere to our creative mindsets and thus far I like where the idea is taking me. But I have other things to do, as such I leave it here for others to pick up that baton. 

That is how I roll, those wanting to hang onto every idea THEY have end up having nothing and that is not me. So whilst I place this I go on with the options I am working on. Have a great day today, I am now 300 minutes from breakfast, time to learn if I can still snore like a sawmill, you all have a lovely day.

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March 5, 2026 · 20:32

Yesterday’s desires, tomorrow’s vices

I was brooding today (I do that a lot) and as my imaginary visions are predicting fame and fortune in the realm of $5-$10 million (when you are allowed to call church mice decadent rich bitches you can do that) the other side of me was looking at a setting we had decades ago. Decades ago Magic the gathering started and it was quickly followed by Netrunner, Star Trek, Star Wars, Babylon 5 and a whole range of other games. To be honest Jacksons illuminati was one of the first too. We had a whole range of game designers who thought it was a quick gain to fortune, it you let this evolve into a greed thing. But the people caught on and they had enough. The weird part was that some of these games were good, they were challenging and if it wasn’t for the greed factor, they could endure. So today these games are basically gone. But why? What stops these makers from creating a digital set (containing a factory set) perhaps not all card, but most cards. Now in the case of Harry Potter

We have a somewhat large population of Harry Potter fans, there is no actual number, but these fans ruin into the millions. So what happens when they can get a ‘starterkit’ for free, so that they can play and if they like it they buy the factory set for lets say $5-$10. A game at the moment written off will gain to the effect up to $50M to $100M dollars. So when was that a bad idea? And with someone setting the new Harry Potter realm in a TV show, the stage will only increase. Then there are certain cards (I actually had one) the rare golden cauldron which (if I remember correctly) gave you potion powers. So some of these cards exist as Hologram cards and some not, but what would it be if you get that card for a mere $0.50? No haggling, no chances. A simple transaction and that would be more money in the hands of these card makers. Perhaps some fans will pay $1 for the hologram set of Potter, Granger and Weasley. People don’t have to do that, because these three are in the starter kit (as far as I know), but fans will pay the extra dollar, on that I have no doubt. And with that we can set the premise to other CCG sets. Dune also has millions of fans. Now there is no guarantee that all these fans like these games, but the setting of a starter kit and the option to play might gain traction over these games.


I believe that good business is where you find it, as the greed setting dies down, the actual game could be the next big thing. Especially on this internet where people are dying to get ahead from the boredom they tend to have and in other news, the setting against social networking and younger players gives Harry Potter an advantage and that is not something you should overlook.

Are all games valid? Pretty much, although not all games can be changed into a digital version of the game. Dune is one that might take some tinkering, but If we look at the fact that hundreds of art images are now catching dust on some hard drive is almost too sacrilege to contemplate and in all this I do think that the Harry Potter CCG might be one that could be ready in a short time. Although it is mostly up to Wizards of the Coast and the designers Paul Peterson, Skaff Elias and Mike Elliott. It seems to me that they are ignoring a good premise. Perhaps they have considered it in the past, perhaps not. But I believe that there is a whole station of alternative games out there. Especially as players like Bethesda and Ubisoft are rehashing old games for the nextgen systems. So why aren’t we looking at the other formats and see if there is an opening for them in the new setting? As far as I can tell, the Harry Potter CCG could be played on a mobile. So how many non-adults have a mobile? Consider that there are an estimated 811 million children under 14 worldwide who own a smartphone and social media bans are set to under 16, so (as I see it) over 500 million have a mobile and no social interaction (one would hope), but these numbers are out there and no one made the jump to see what could be used? Seems like a wasted opportunity to me. 

Have a great day and take some time to smell the roses (if able), I have to because my TV went into Rigor Mortis yesterday, as such my day sucks because no TV also means no PS5 (bitter tears of sadness). 

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March 5, 2026 · 00:36

Distilling IP

That is where I found myself today, actually more like this evening. You see, a few hours ago, someone on LinkedIn stated that the Americans had a great idea, they would make a trench straight through the UAE. The problem was that I already gave the UAE this idea in ‘Sinking a dilemma’ which I wrote on February 1st 2026 (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) so there goes his ‘idea’ to make a few dollars. Don’t get me wrong, I wouldn’t mind cashing in on this to some extent, but the idea was freely given to the UAE. As I see it (and as I made it public knowledge on my blog) his idea to strike it rich goes straight into the trash bin.

But as I was thinking, I also improved the idea. I added 7 tracks, 7 railway tracks. You see, Australia’s pride developed the BHP has deployed a 7 MWh battery-electric locomotives for iron ore routes. Consider that two of these bad boys could propel a tanker close to (read: up to) 10 knots through the tunnel and a train has a set momentum and distance. I reckon that it would be possible to get 6 tankers (over two directions) running at the same time every day. 

So why 7 tracks? The two tunnels have two tracks each, so that both directions have the coverage. But there is always a chance that something goes wrong, as such a second track is needed on the two outsides and one for the two inside tracks. The benefit is that these battery operated trains are eco friendly and leave no pollution in the water. The tanker and tug boats leave a lot of pollution over time and that is detrimental to the beauty of the UAE, as such I got the idea to promote an Australian article to the UAE (before India catches on, because they have a few electric bad boys  as well). As such I distilled the idea to a new level. If you see the original article, you see that it is not a straight line, but it adjusts to the East. That was done so that the mountains would be protection for the tankers (not sure how much protection as I am not a geologist) and the tunnel would end near Sharm offering that town additional commercial options. Over the years the bend in the canal could be a halfway point for ship tending and more optional commerce. I am not saying my plan is the best, because there are still a few kinks for the developer to resolve, but I did a decent part of the groundwork and now that I added the train tracks, the idea might get additional approval from the UAE (one can only hope) and as the Iranian issues get worse, MY idea gets to be better (I had to say my name in capitals), It is too late now for 2026 solutions, but the world is now seeing the Strait of Hormuz to become the bottleneck no-one ever needed and I think that both the UAE and Saudi Arabia m ight like this alternative at present, but it will still take a few years to set it in motion an into an active tunnel. I actually designed the tunnel idea for the luxury yachts from India and China to get to the UAE without having the Hormuz headache and now that headache is getting real for too many people. And I got the idea before the Iranian conflict was a fact. As such I am feeling rather good. So here is my additional idea and perhaps soon I will add more ideas as they evolve in my head. (My head is weird at times) anyway, redeveloping new IP is more fun that reporting on drone strikes, but that might merely be me. 

So have a great day today, I just wandered into Thursday, as such Vancouver is trailing me by 18.5 hours.

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March 2, 2026 · 22:36

A simple red alert

There are moments I ignore them, how ever this evening I was alerted by Forbes (at https://www.forbes.com/sites/daveywinder/2026/03/01/search-screen-with-google-lens-tool-compromised-to-steal-credentials/) to the setting of ‘Google Lens Chrome Browser Tool Compromised To Steal Credentials’ Now, first of all, I am a oogly googly Googler as such I to a point revere the solutions that Google gives to you an me and this alert is not on Google, but it is their solution that gives this predicament. Apparently (according to Davey Winder) who is a technology journalist who covers cybersecurity news and research and as he works for Forbes I reckon that his credentials are OK. Still we are given “it has been reported that a previously legitimate Chrome extension, used to search your screen with Google Lens, was recently compromised and turned into a malicious credential-stealing tool instead. Here’s what you need to know.” So, as I initially contemplated to let this rest for 12 hours and give it in the next story, I thought it might be better to reset the timeline and tell you as soon as I am aware of this. The usual media is all about stretching timelines and I thought it was important not to be mistaken with those losers. So as we are given “Google Chrome is the world’s most popular, or at least most-used, web browser, with estimates putting the number of users fast approaching 4 billion in 2026. That it is a target for attackers is absolutely no surprise to anyone, least of all Google which has an armoury of protections in place to help prevent users from threats. Sometimes, however, a threat gets past those protections. This seems especially true when it comes to Chrome browser extension threats, as recently exposed when a reported 30 malicious AI assistant extensions were uncovered. This latest threat is also of the extension variety, but this time was particularly insidious in that it exploited a previously trusted and legitimate tool.” And I have to admit that on the Apple I got a weird setting a few days ago that involves GoogleUpdater.APP I don’t know if it is related, but these two facts make me alert you all with the setting that at present there are a few hangups with Google. Now, there is nothing to be concerned about, because as I see it, Google is all over this already and we will be ‘treated’ to the lollies of repair soon enough, optionally it is already being rolled out. 

The additional information is “As per Bleeping Computer, the QuickLens extension, which formerly had a Google featured badge, grew to 7,000 users and enabled users to run Google Lens searches from within the Chrome browser. All was cool, until February 17, a little more than two weeks after ownership of the ownership exchanged hands, when the developer sold up. “A new version, 5.8, was released that contained malicious scripts that introduced ClickFix attacks and info-stealing functionality for those using the extension,” Bleeping Computer said.” And it comes with the additional “A Featured, reviewed, functional extension changes hands, and the new owner pushes a weaponized update to every existing user.” As such my question becomes Who is this new owner? It is followed by the last quote “I have approached Google for a statement, but the good news is that the compromised QuickLens extension has now been removed from the Chrome Web Store. Furthermore, it would appear to have been automatically disabled by Chrome as well, so existing users are also protected. The bad news, however, is that this is unlikely to be the last such example of legitimate extensions turning anything but. The usual advice applies: only ever update official apps and services from official sites that you have reached using known and trusted URLs, never by clicking a pop-up or link such as those mentioned here.” As such as it is not the last example, my original question remains “Who is this new owner?” And why is this piece of garbage given so much consideration for anonymity? There is a reason to do this to his children and make sure that such a person realizes that what you do to us, we can do to you. It is debatable so ‘violent’ but the article gives no clear message on who the new owners are and that is the most upsetting part. I don’t hold this against Davey Winder, but the entire setting is in some ‘new owner’ setting whilst we aren’t given names, not even corporations of who are out there to get out credentials. Is that not weird too? And as Google removed the culprit (which is good), there should be a nice register on who bought it and how much was involved, because someone bought it for more than a few coins. As such it is a simple red alert and if the others thought it would go unnoticed against all the Iranian Alerts, think again. Some people look out where the tall grass is moving. It might not be sexy, but at times it is essential to know where the tall grass is moving and whether it is moving in your direction. A simple setting really.

So again, have a great day and enjoy the sunshine out there if you are western enough from me. It is 22:45 here.

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