Category Archives: Science

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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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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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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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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Optionally sorting land abilities

I know, it sounds vague, but after I saw the news (at https://www.aljazeera.com/news/2026/3/19/iran-attacks-cut-17-of-qatars-lng-capacity-for-up-to-5-years-qatarenergy) where we are given ‘Iran warns it will show ‘zero restraint’ if infrastructure attacked again’, as such I am willing to take their anticipation out of their realm of options. I created IP for water and rails. So, I started to think “How can we disable land options?” Well, that is a lot harder then you think. Yes you can bomb the hell out of a road, but I am a precision tool. I often dislike blunt tools. So I started to think concerning their drone abilities. You see these ones that are being send all over Saudi Arabia, the UAE and Qatar come from the Shahed Aviation Industries in Isfahan. As such I started to think. These drones will be shipped in bulk to wherever they need to be operated. From Qatar that is 890 km, optionally it is a mere 322 km from the Sea of Dammam (aka Persian gulf) so now we have a tactical setting. Either they go part by road to Isfahan Shahid Beheshti International Airport and from there wherever they need to be. The idea started to form was based on previous IP is that trucks are easier to hit. I am not taking about missiles or RPG’s. The weakness of these trucks are the tires. So consider a lone drone dropping pellets no more than an inch in diameter. They are matted plastic balls containing crazy glue. The truck runs over these balls and the crazy glue is suddenly everywhere and for a second it will glue the tire to the road. It will take more than one pellet, but every pellet will rip these tires apart. One load should disable several trucks and there we see the benefit. Suddenly the IRGC will have to check every inch of every road where they travel. And where there is no tarmac, a rubber solving solution could be engaged, same effect different setting. It will not stop the drone stage, but now it is hindered by checks and safety settings. Optionally it is merely one cog in a system of attacks. And as they see optionally harbours and railway systems collapse. Iran will suddenly see the new setting where the gulf states give them a simple ultimatum: “Stop, or else” and I believe that Iran will suddenly see the light as they have never faced a three pronged attack in ways they never considered and it will not be coming from the United States. Suddenly they trade 2 enemies for 8 (UAE, Saudi Arabia, Qatar, Bahrain, Iraq and Oman are added) and those are Islamic enemies, but they had that coming. I am not pretending that this setting is perfect. This IP might only be used a few times at most, but now their deployment settings are hit with delay upon delay and that is a simple setting to start a larger stage.

So as we see “QatarEnergy chief says 17% of Qatar’s LNG export capacity knocked out in Iranian strike.” We can now bring the hurt to Iran in several ways and that is merely the beginning. We might applaud “The ONLY reason for restraint was respect for requested de-escalation,” Foreign Minister Abbas Araghchi had written in a post on X on Thursday. “ZERO restraint if our infrastructures are struck again.”” I reckon that Sheikh Mohammed bin Abdulrahman Al-Thani will be on why side of thinking, but personally it is time to stop restraint as Iran is hitting out to anyone they can hit and taking their infrastructures away might be considered the effect of ‘Zero Restraint’ and as they are given into a sense of dread because when the rails, roads and harbours are no longer dependable as options, they will see that being isolated is a massive downturn. As I see it, no islamic nation is willing to ‘aide’ Iran in any way and they did this to themselves. But as we are considering the other setting (I gave an airfield solution on the near past) the idea that Isfahan Shahid Beheshti International Airport is pushed out of operation. The setting becomes dire for Iran. They can talk a good talk. But they need deployments and that is now largely prevented or at least it will be delayed to a larger effect that they are happy with and as I see it, it will reset the deployment of drones and I reckon that this will open up a few more options, that is the benefit of hitting a fluidic setting again and again.

Is my land solution perfect? No, it is not, but it is one way to enter sand into the IRGC cogs of terrorism. And who knows, I might have more ideas that could be deployed by the UAE, Saudi Arabia and Qatar. That too is the nice side of a creative mind. There is always another idea forming and some are even less useful, but. I learned that these might lead to greater innovation. Nintendo might have one disaster as they created the WiiU but that led to the Nintendo Switch which is one of the most successful systems as it sold 155.37 million units worldwide (up to now) and it is now the second best selling console in history. So, don’t knock what might at first be a failure, it could lead to the success that many desire.

So, have a great day and I will likely be back with more in about 15 hours.

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Where is the trust?

That is most of the time the setting, so as ABC gives us (at https://www.abc.net.au/news/2026-03-17/middle-east-live-updates-march-17-2026/106462358) “A tanker has been struck by an unknown projectile while anchored near the Strait of Hormuz. Earlier, US President Donald Trump turned his ire on European allies who he claimed “weren’t that enthusiastic” about helping the US secure the passage. The threat of Iranian missiles and drones targeting oil tankers in the strait has effectively closed the shipping channel, amid the country’s conflict with the US and Israel.” With the added ‘Rockets and drones fired at US Embassy in Baghdad’ an hour ago. Consider that President Trump gave us (on march 8th, Politico) ‘Trump says Starmer seeking to join Iran war ‘after we’ve already won’’ so, that was 9 days ago? What changed? Then yesterday, the Guardian gives us (at https://www.theguardian.com/world/live/2026/mar/16/iran-war-live-updates-news-oil-trump-hormuz-dubai-airport-israel-targets) “As Donald Trump expresses frustration with countries declining to send warships to reopen the strait of Hormuz, the response remains muted among those he directly called upon.” And this happened a mere 4 hours ago. Where are the vessels of the United States? Where are their minesweepers? Simple questions and it defies knowledge why this is not front and centre everywhere. So when the Sydney Morning Herald adds spice to the setting (at https://www.smh.com.au/world/north-america/with-10-damning-words-pete-hegseth-says-the-quiet-part-out-loud-20260314-p5oafr.html) with ‘With 10 damning words, Pete Hegseth says the quiet part out loud’ where we see “US Defence Secretary Pete Hegseth believes the media has not been sufficiently effusive about the success of the American military operation against Iran.

He had just finished speaking about the massive damage inflicted upon the regime in Tehran – its leadership, its missile stocks, its navy, its weapons infrastructure – when he turned his attention to the Pentagon press pack.” Now, I am willing to accept that I have not been part of any defence department for 43 years. I can assure you that a certain clarity is required in communication (from the defence side) and whilst I feel ready to blame the press on several matters, they are massively without blame here. The March 8th setting was the first damning setting. Then as I yesterday lighted on the ‘Just for fun’ setting that President Trump gave us and whilst the tactical setting that Kharg Island provides a sea port for the export of up to 90% of Iran’s oil products, as well as supplying storage for up to 30 million barrels. Bombing the hell out of it might have been essential, but it is a mere export point. There are 10 refineries doing the bidding of capturing oil and whilst I was able to device methods of stopping those settings, the clear message is to bomb those 10 locations to really put pressure on Iran. So when were they done? No, As I personally see it, President Trump what’s that oil this is the clear setting that is tactically seen and now that 2,500-5,000 boots are getting on the ground, that setting becomes the pressure point that Iran can put on the United States. So whilst I created IP to close harbours and disable trains, stopping the bulk of oil transits, it was merely one stage that Saudi Arabia, Qatar and the UAE could do to take pressure away from themselves and as such I gave Saudi Arabia and the UAE that IP. I did my thing to stop the war to go towards the gulf states. 

Well, the SMH also takes care of that. We are given “As former CNN Pentagon reporter Barbara Starr noted, it’s possible that Ellison will be none-too-pleased about Hegseth’s implications.

Starr, a 21-year veteran of the defence beat, pointed out on X that CNN has sent personnel to combat zones for decades, with some even losing their lives. “You have a legal and moral obligation to defend the free press, even the ones you don’t personally like,” she told Hegseth.

As a former TV presenter before he was tasked with running the world’s most powerful military, press freedom should be Hegseth’s instinct. His comments today – and his vainglorious move to banish press photographers from his briefings – suggest he sees the media more as a vassal to serve his interests.” I can get behind that thought. As such there are sides to this entire setting that aren’t reported on this enough. The first one was that no formal declaration of war was ever given by the United States. As such we were given: “the Trump administration officials have offered various and conflicting explanations for the war, such as to ward off an imminent Iranian threat, to pre-empt Iranian retaliation against US assets after an expected Israeli attack on Iran” My issue here is that the international courts in The Hague might side with Iran concerning the seemingly unprovoked attacks by Iran (I know that is hilarious), Iran has been waging proxy wars for decades and that is the power of a proxy war. I reckon that the attacks by Israel and the United States give a bitter taste in the eyes of the law. Israel is decently clear because of all the attacks by Iran via Hamas and Hezbollah, but the idea given “to ward off an imminent Iranian threat” is laughable. It is like New Zealand attacking Australia, the Sopwith Camel doesn’t have the range to cross that distance and as far as I know New Zealand does not have an aircraft carrier. The same applies to Iran. There is no way that an attack can result from Iran. Even Lone Wolf attacks are unlikely to succeed and the United States still has their boy-scout organisations (FBI, CIA, DIA) in place, as such they can either do their job or they cannot. 

As such my speculative view was that the United States needed the oil that Iran has (for now). After failing to get to Canada’s rare earths (the 51st state attempt), Greenland resources (through failed annexation) and Venezuela oil (which is seem simply useless to the United States) the United States are now going for the Iranian oil. After that merely Russian oil remains (and Ukraine is doing something about that too) so what is left? I might be wrong in all this and there is a simple way to show me I am wrong. Merely bomb the 10 refineries. Several sources seemed to side with me on this as we are given ‘GOP Sen. Lindsey Graham Brags ‘We Are Going to Make a Ton of Money’ on Iran War’, which was given to us on March 9th. So as we were given “Graham seemingly suggested that the conflict with Iran as well as President Donald Trump’s abduction of Venezuelan President Nicolás Maduro aim to help the United States take control over major oil reserves. “Venezuela and Iran have 31% of the world’s oil reserves. We’re going to have a partnership with 31% of the known reserves. This is China’s nightmare. This is a good investment,” he said.” As well as ““We’re going to blow the hell out of these people,” Graham said, adding that “nobody will threaten [the U.S.] in the Strait of Hormuz again.” He also said there could be a collapse of Iran’s leadership. “This regime is in a death throe now, it is gonna be on its knees, it’s going to fall, and when it falls we’re going to have peace like no other time,” he added.” It seems that after 9 days he was proven on nearly all fronts and now that it is out in the open that the United States needs oil (because they have so little at present) there is now the setting that the United States are too broke to seemingly pay their bills and as I see it, the moment the boots come on the ground, the media will report on nearly everything and that will put team Trump/Hegseth in a new folly and in the limelight, Because if I can figure this out in the last decade and now we get that Dave Kelly (JP Morgan, as per OCT2025) can figure this out, you should wonder why others couldn’t figure this out. I get that I am a no one in all this, but David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team of JP Morgan and he is a voice to consider no matter how you slice it. 

So whilst we now get the Guardian (read: recently) give us “March 2026, Hegseth stated during a press briefing that US forces in Iran would show “no quarter, no mercy” to enemies. Analysts and Sen. Mark Kelly pointed out that a “no quarter” order—meaning to take no prisoners and kill them instead—is a direct violation of international law, specifically Article 23(d) of the 1907 Hague Convention IV.” All whilst media like the Conversation give us “Legal scholars have argued that Hegseth’s actions, particularly regarding the Venezuelan boat strikes and statements on the Iranian conflict, could expose him to investigations for violations of international and U.S. criminal law.” As such I reckon that both President Trump and Pete Hegseth fear the international courts. Iran optionally have a case here (I rely on optional as they have done plenty of bad things, among them attack Saudi Arabia without a formal declaration of war), so it makes sense that Pete Hegseth is in the stage that he wants to trivialize the international courts of law in the Hague, which is set through “The International Court of Justice, or colloquially the World Court, is the principal judicial organ of the United Nations (UN). It settles legal disputes submitted to it by states and provides advisory opinions on legal questions referred to it by other UN organs and specialized agencies. The ICJ is the only international court that adjudicates general disputes between countries, with its rulings and opinions serving as primary sources of international law. It is one of the six principal organs of the United Nations.” It was established in 1945 and it should now confuse all the readers on why António Guterres remains silent on this. It merely gives my thoughts on the United States being broke seeming validity. The person who attacks Israel at any option he gets, remained silent on too many settings we are seeing here. Even the rebuke on the settings of Pete Hegseth ‘attacking’ the international courts should have put him up in arms. There is the smallest notion that the media had not covered it, but I doubt that. As I see it, the seat that António Guterres hold is seen as one of the 100 most powerful seats in the world. It might not be as powerful as that uncomfortable seat that the pope has, but that would be a buttock conversation. 

So I think I have given you something to think about and consider why the bulk of the refineries are left untouched, because that creates the wealth of Iran and isn’t that the superiority of any army? We are given “Sun Tzu’s The Art of War emphasizes that the supreme art of war is to subdue the enemy without fighting, making the destruction of an opponent’s economic base (or wealth of a nation) a superior strategy to direct physical conflict. Sun Tzu advises that a protracted war exhausts a state’s resources, dulls weapons, and dampens morale, meaning attacking an opponent’s economic ability to sustain a fight is crucial.” And I wrote about that on March 8th (and before that too, at https://lawlordtobe.com/2026/03/08/ones-creative-process/) the story ‘Ones creative process’ gave you the setting that the harbours and railway of Iran should be destroyed and I was happy to hand the IP that could set that in a certain view of certainty to both Saudi Arabia and the UAE. Because I am just that sort of guy. It is never about personal profit in some stage of war and these two countries were hammered with drones and missiles. As such I did more than talk (are you watching this Pete Hegseth), I delivered. 

So you all have a great day and enjoy the day because Vancouver just joined us this Tuesday. 

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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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Feeding the press B

That is as simple as I see it. AP News gives us a mere two hours ago ‘Tehran claims the US attacked it from the UAE as Iran war enters its third week’, everyone knows this is a lie, because neither the UAE or Saudi Arabia allows attacks by the United States to start from their lands. This was said from the very beginning (before the bombing started). I reckon that this is their ‘retaliation’ for the UAE to close down the Iranian sites in the UAE (like a club, schools and the embassy staff reduced to a skeleton staff) and Iran is not happy about that and it is reacting like a disagreeable child. So we are given (at https://apnews.com/article/iran-iraq-us-trump-march-14-2026-oil-prices-a2399398b4c590995b814d7640362a11) “Hours later, there was no sign of an attack on Dubai’s Jebel Ali port — the Mideast’s busiest — or the Khalifa port in Abu Dhabi. But debris from an intercepted Iranian drone hitting an oil facility sparked a fire at the third port, in Fujairah.” And we are also given “A diplomatic adviser to the UAE’s president, Anwar Gargash, said on social media the country has the right to defend itself but “still prioritizes reason and logic, and continues exercising restraint” the escalation setting is already active as we are given “A U.S. official said Friday that 2,500 more Marines with the 31st Marine Expeditionary Unit and the amphibious assault ship USS Tripoli were being sent to the Middle East, adding to the military’s largest buildup of warships and aircraft in the region in decades. The official spoke on condition of anonymity to discuss sensitive military plans. Marine Expeditionary Units can conduct amphibious landings but also specialize in bolstering security at embassies, evacuating civilians and providing disaster relief. The deployment doesn’t necessarily indicate that a ground operation will take place. The Wall Street Journal first reported the Marine deployment.” Other reports state that this is the first of two 2,500 military deployments. I reckon that it will fuel a few disasters. I am saying this because the media (not the most trustworthy ones) are giving us that the United States has no grounded plan and no strategy in place. I wonder if any general would push their troops under those conditions, but that is the setting. I merely wish that my IP would be released onto Iran by Saudi Arabia and the UAE. I believe that in trendy steps (set out by Sun Tzu) there is a stage any army will employ. You optionally FIRST attack infrastructure and transportation, then you come in guns blazing. Destroy Irans oil (so no income), then their infrastructure (so no resupplying) and then the blazing guns (not to be mistaken with Blazing Saddles, a tactic that Mel Brooks invented). When an army faces the setting of ‘this is all there is’ just before an army comes knocking. They tend to get demoralized really quickly, which is a setting that is never to be underestimated.

Then Al Jazeera (at https://www.aljazeera.com/news/2026/3/14/iran-continues-intensified-attacks-across-gulf-in-us-israel-war-fallout) gives us ‘Iran continues intensified attacks across Gulf in US-Israeli war fallout’ where we see “Fire breaks out at UAE’s major Fujairah oil hub, as Iran vows retaliation for US attack on Kharg Island.” It is nice to see a nation that is clueless as the UAE has not aggressively acted against Iran, as such I am happy to give my IP to the UAE, so that they have options. So as we see “In the UAE’s Fujairah emirate, a fire broke out at a major bunkering hub after debris fell during the interception of a drone, the emirate’s media office said on Saturday. It added that a Jordanian citizen was lightly injured in the incident.” So how many drones and missiles were deployed? And Iran merely has one Jordanian (not even a UAE citizen) to show for this. How desperate have they become? And we are also given “Fujairah, outside the Strait of Hormuz, is the outlet for about one million barrels per ‌day of the UAE’s Murban crude oil – a volume equal to about 1 percent of world demand.” So, what is Iran planning? And all this before there are 5,000 boots on the ground. I reckon that if my solution takes away their 13,000 KM railway, they will learn what desperation really looks like. There is an argument that there is ‘validity’ in “Iran’s Islamic Revolutionary Guard Corps (IRGC) said on Saturday that US interests in the UAE, including ports, docks and military locations, are legitimate targets after US forces attacked Iranian islands, Iranian state media reported.” You see, Iran launched 1,500 drones and over 250 missiles and they were largely on UAE targets, on civilian targets. As I see it, the IRGC has dealt with Hamas and Hezbollah lies for so long, they must think the rest of the world is comprise of fools. The media pool is not that big and the rest of the world will OK whatever the UAE will see as valid to keep their citizens safe. 

So as the Guardian (at https://www.theguardian.com/world/live/2026/mar/13/iran-war-news-live-updates-us-israel-middle-east-crisis-latest) gives us ‘Oil targets in spotlight as Iran war enters second week – as it happened’, I and rather happy to have published ‘Regurgitation’ 20 hours ago showing Iran that Saudi Arabia has a nice option to take out all 10 refineries and it comes at a speculated cost of $50K-$100K per refinery (at https://lawlordtobe.com/2026/03/14/regurgitating/). So how much revenue would Iran lose through that. I personally believe that the IP is a steal at twice the price, but as I see it, $500K-$1M as investment to stop Iran getting its daily revenue of a estimated $45 million to $60 million. Invest 2% to stop the revenue of Iran? People might die happy going to sleep at night. And it makes for great headlines (the press wants its pound of meat). And there is a second setting that the Guardian gives. With “Trump said he had chosen not to wipe out the oil infrastructure on Kharg Island, which serves as the export terminal for 90% of Iran’s oil shipments. But he added: “Should Iran, or anyone else, do anything to interfere with the Free and Safe Passage of Ships through the Strait of Hormuz, I will immediately reconsider this decision.”” I have speculated on the fact that the United States are massively broke. First they try to go after Canada, then Greenland and then they take Venezuela (which has useless oil), now they are trying to get to the Iranian oil. And there are optional settings. There was  David Kelly, JP Morgan, OCT2025 stating ‘America is ‘going broke slowly’ and I had that setting already said it in ‘The meme of nothing’ which I wrote on December 17th 2024 (at https://lawlordtobe.com/2024/12/17/the-meme-of-nothing/) and a few times before that. And still the media at large has not picked up on this, it is almost like the Epstein files made them blind of the reality of things and as I see it, the gulf states are the victim of this all, hence the idea to just take all the Iranian refineries out of the equation. It might not be subtle, but it seemingly gives Saudi Arabia and the UAE breathing space. Consider that the 38 trillion dollar debt gives the United States a more than 1 trillion dollar interest bill with projections showing it could exceed $2.1 trillion annually by 2036. Now consider that the United States collected $5.23 trillion in 2025. Now consider that over 19% of all collected taxation is used to pay for the ANNUAL interest. As such the American budget becomes less and less because America hasn’t been able to keep a budget since President Clinton, it has been that long and it is only getting worse for the people in the United States. That is the setting the media is avoiding. They are not even seriously debunking that setting, not since October 2025. I wonder why. 

Have a great day today.

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Regurgitating

That is the setting that I am faced with. It comes after a string of articles and LinkedIn messages thrown my way. The first setting is an article I wrote on June 14th 2025. It was called ‘Droning right along’ (at https://lawlordtobe.com/2025/06/14/droning-right-along/) and it was a speculative view on how Iran (a.k.a. Houthi terrorists) could have hit Aramco to such a degree. Of course as Iran is now attacking Saudi Arabia, this speculation could be staged AGAINST Iran and I have no trouble handing over the thoughts (optionally IP) to Saudi Arabia. To get to this stage it helps if you read the article ‘Droning right along’ so I don’t need to repeat myself (again and again). The setting comes from a how I saw a year ago, and way before then.

I was contemplating how these drones could be this ‘articulate’ and it came to me that these drones have their neighbours in electronic view as they got through motion after motion. So, as each light dot of the dragon is a drone, you can see how this is done, 2 checks 1, 3 checks 2, 4 checks 3 and 2 and as such we get a dragon. It is meticulously planned. For Iran we don’t need so much meticulous planning, we merely need to have the satellite image of a plant. Lets say the Persian Gulf Star Refinery, an Iranian oil refinery in the city of Bandar Abbas.

I set the premise of a master pilot (red square) and its slaves (squares) they have their slaves (dots) and as such one pilot manages in this case 2+12 slaves. When deployment commences and they are at their point of dispersal (the big globe) the other two squares (Blue and Magenta) take their slaves go to their destination and guide their slaves to their destinations too (this software already exists, hence the dragon image). Now as they reach their destination in 3-5 seconds They all explode (I am guessing two claymores per drone) and that will set most of the refinery on fire. It gives Iran no time to react, because when the sound comes to their ears it is already too late and these drones are relatively small and almost undetectable. As such I am speculating that less than $50K will do millions of damage and stops that refinery from creating any output for the near future. Do this 9 more times and the revenue creating streams of Iran are lost beyond believe and I still have hight hopes for my naval and railway IP to create additional millions of damage. So whilst we see that the United States and Israel are making victory claims. Saudi Arabia, the UAE and several others are still under attack and it is my believe that to hurt Iran requires the stopping of their export and it is more than mere export harbours (although that would stop some coins coming into their pockets). So, whilst we now see: “Japan must protect its own tankers as Trump demands an end to military freeloading. Pressure is mounting on Prime Minister Takaichi to deploy the Self-Defense Forces to the Middle East.” Freeloading? Japan never attacked Iran and whilst we see Iran as the guilty party, there is no setting of freeloading. Anyway the United States claimed that this war was already won, as such the Gulf States might have difficult times ahead and whilst I am not a person of brawn, I do have the creative insight to do something and I am happily handing all this IP (or idea’s) to both Saudi Arabia and the UAE (I know no-one in Qatar) and I believe that Saudi Arabia and UAE specifically are being harmed beyond acceptable settings and as such I hand these ideas (optionally IP) to these two countries. Some may claim that they have won the war, I merely extend my knowledge to other so that they can win the war. And my perspective is simple. Infrastructure, transportation and manufacturing will be the best targets to stop Iran from what it is doing and their words ‘to not attack gulf states’ is as hollow as the victory claims by some. So I have to step up to aid those who might need it and to give clear signals that we stand with them  (in this case Saudi Arabia and the UAE) this idea goes to Saudi Arabia as it has faced Iranian attacks since long before March 25th 2022, as such it is only fair that they get to attack the refineries in Iran. I am an oversimplified assistant in all this. 

As such you all have a great day as I will enjoy the rest of my Saturday.

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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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