Tag Archives: Eu

July 2, 2026 · 10:03

Pure Speculation

That needs to be said right from the start. It is  massively speculative, but the mind of greed driven American is essentially easy, their actions can be predicted, no predictive model required. The American corporation LinkedIn had seemingly driven itself in a hard sell. You see, they need data and with this administration they are considering that the bully tactics are seemingly working. You see every Thursday there is a roundup of your data and they have given that allegedly a twist. Apparently all data was lost, wiped or whatever they tend to call it. I reckon that some person there is giving the people the “our faulty AI had a glitch”, but I know that AI does not exist, it is all Deeper Machine Learning with additional LLM combined into predictive modeling.

My speculative version is that they will come with some “We fixed it in out premium setting. You know the first month is free, no cost to you”, but there is a glitch, you need to enter credit card details and that is what they are allegedly after. Data is power and Credit card details give them a lot of verifiable data, non refutable data and Yanks are hungry for data, especially as Europe and the Commonwealth are closing data taps. As I see it, these American corporations are seeing the end of their lifecycle and their existence is the balance, as such they need more verifiable data.

So could I be wrong?
Definitely, but the wiping of your result data can (as I personally see it) only defined by two options and optionally both options. The first one is that LinkedIn has enabled ghosting for some corporations that are ready to pay a premium plus subscription. They look at a person and then they wipe that data of their visit, optionally wiping a little too much, because one entry is hard to hide, but wiping the entire batch of data one account had at least 6 visits in the last week, but the recall only shows one visit and when you look at “Top companies your searchers work at” you get zero results, so that is an option. With 1156 all appearances in the last 7 days (-76%) and 1 search appearance (0%) in the last 7 days , so its own systems are already breaking each other alibi in the process.

I am more for the second setting, They are hungry for financial data and whilst the service is free in the first month, the moment they have these details they can combine and match that data to supermarket data, to retail data and a footprint is created. A predictive model of where the people are headed to. That is financial power, enabling the have’s to the have not people. This is a term from Dutch Journalist Luc Sala who gave us that in the 90s. And now we see that enablement in a much larger proportion. 

So in all I could be wrong and you can decide for yourself. Consider if you re a LinkedIn user if your data was ‘accidentally’ wiped and you left it to the side because you have more important things to worry about. In the end, I have my suspicions but let it be known just of the bat. I have no evidence, merely indicators and it is all pure speculation. But in the trend of freedom of speech I can put it here. I also believe in accountability, so I am giving the clear speculation vibe, because anything else needs evidence and whilst I have some evidence, sit might not be enough to cut the mustard and that needs to be known as well.

So have a great day today and consider that your autumn (November – April) could be spend in WaterWorld (Abu Dhabi) they just got another Guinness World book record in their name, they now have 55 slides and 15 other stages in their park (like the Al Raha River and the Bandit Bomber roller coaster) to name but two. You could make your neighbours jealous by coming back towards Christmas with a nice tan, did I mention that the UAE is a zero tax nation, the best place for getting the gifts at a massive discount.

Until next time.

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July 1, 2026 · 15:52

The way fences crumble

That was the setting that I saw, the Wall Street Journal gave an article (that I didn’t read because it was behind a paywall) where we are given ‘A Dispute Over Opening Hormuz Drives a Wedge Into U.S.-Saudi Relations’ where we are given “Trump threatened kingdom’s supply of drone and missile interceptors when it refused access to bases and airspace for Project Freedom.” That is all I have, but I do not need more. You see, one of the oldest expressions I know if is about mending ones fences and the entire setting that Saudi Arabia gets bullied because of their inability to adhere to (what some call) an illegal war is beyond stupid. You see, Saudi Arabia could ask the Ukraine to deliver 50-150 drones, that request could also be made from China, as such Saudi Arabia has options, but at present the United States is left with less and less options. As Saudi Arabia pulls out whatever they have economically in the United States, amounts up to an estimated $490 billion, with an expanded, long-term commitment expected to scale toward $1 trillion, the united States could now lose that and be left to dry. The bully approach from President Trump is costing the United States more and more. In addition, whatever rare earth mining options Saudi Arabia has could now be awarded to Australia and the EU, costing the United States billions more. So what does a person this stupid do in the Administration of the United States? I am willing to believe that his advisers put this forward, but I reckon that this might be a lose cannon setting, as I personally see it, a stage for the current President. In addition to all this, Saudi Arabia now has an option to demand the extraction of United States troops and Saudi Arabia asking China if they are willing to replace the United States as a preferred option. This enables Iran to vacate Saudi Arabia as a target, because they are unwilling to hurt China, it would be the last mistake they ever made. 

So whilst we mull over the setting that Saudi Arabia is facing with China as the up and coming preferred partner for defence, mining, construction and tourism, the chances of the United States making it with an intact budget to 2028 is getting rather small. And should President Trump now threaten Disney, Warner Brothers and Universal for whatever tourism gap comes, I have a few ideas that could spell a lot of bad news. In addition I am certain that China has its own version of entertainment in the works. Everyone is forgetting that Saudi Arabia has something that the United States desperately wants. So as we were given: 

“The US government is aggressively pressuring oil and gas companies to lower prices. President Donald Trump and US Treasury Secretary Scott Bessent have berated retailers and the Department of Justice is actively investigating accusations of price gouging. They are demanding retailers drop pump prices to target $2.50 a gallon”

And whilst it came with:

“Direct warnings by Treasury Secretary Scott Bessent issued a veiled warning to big oil, independent, and international retailers to be “good actors” or face “big problems” as the administration watches their record profits”, “Department of Justice investigations into claims that oil companies are failing to lower gasoline prices in line with crude drops” and “Market friction towards demands for cheaper gasoline heavily conflicts with their “drill, baby, drill” campaign promises, because prolonged low prices will disincentivize American drillers from expanding production” 

As such I will take this rare setting where I (with a lack of economic education) teach that administration a few things: 

“Commodities are dependent on what is available and what is needed. As such the strait of Hormuz is a setting for over 20% of what is needed and as such prices are going through the roof. Closing it, or better stating, your enemy closing it was perhaps one of the worst ideas for the United States ever.” 

Starting that attack on Iran was badly considered. I gave Saudi Arabia and the UAE defensive settings in March and I also gave a few tactical settings that could have hobbled Iranian tactics and in light of that their refineries are still pumping oil. Before I was, the art of war was and they told generals (2500 years ago) how you scuttle an enemy resources. This pentagon clearly never learned from that. This pentagon also never learned from the French resistance (aka clambake 1939-1944) and that also gave me some ideas in March. As such I became the March Hare (I just saw Tim Burtons Alice in Wonderland) everyone seemingly ignored. What matters is that Saudi Arabia has a few more options at their disposal, it does not require the United States as much as the United States requires the coffers of Saudi Arabia. And Saudi Arabia can sell to China and the EU, so it has options. I reckon that should Saudi Arabia play less nice, Iran will run for the hills. And as I personally see it, Saudi Arabia has the intent and motivation to make sure that Iran sees the light for their stupidity. 

And the was merely the first part. You see, Saudi Arabia is deep into construction for what they need for Vision 2030 and they cannot do it alone, so these contracts are now considering the EU and China as contributors. So what is this bully tactic costing the United States? I warned them for this in ‘When it rains, it pours’ on December 2nd 2024 (at https://lawlordtobe.com/2024/12/02/when-it-rains-it-pours-2/), I feel decently certain that there is some MoU between China and the Kingdom of Saudi Arabia floating around in the Ministry of Defense (the one on the King Abdul Aziz Road) as such the entire bully setting against Saudi Arabia was short sighted and ill conceived. As the image (implying) that this threat was directed at Crown Prince Mohammed bin Salman Al Saud might not have been a stellar idea, but I reckon that President Trump is likely a ‘thanks you’ notice from the President of the People’s Republic of China Xi Jinping. Personally I am hoping that I still get the 0.25% commission for enhancing the chances of China selling the 20 Chengdu J-20, which comes at a total of $2,200,000,000 ($110M each), which leaves me with a shabby $5.5 million making me happy beyond believe. So I have an illusional vested interest in all this, and who doesn’t want to retire with $5,500,000?
So the United States can cry me a river, but they elected the current president, as such they dug their own grave as I see it. So you all have a great day and consider what you will lose out on in the long run. I am likely not getting that commission, but that is the cross I have to bare, or is that bear? Gee, I made another funny, must be the Tim Burton effect of Alice in Wonderland.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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June 23, 2026 · 15:57

As one door closes

That was the setting I saw this morning as I took notice of ‘MGX could purchase APAC data center operator DayOne’ (at https://www.datacenterdynamics.com/en/news/mgx-could-purchase-apac-data-center-operator-dayone-report/) with the juicy (for some) subtitle “Comes ahead of DayOne’s $20 billion IPO” it opened another avenue for the UAE, you see as the United States has pissed of pretty much every country with their cloud act, the setting that I see is that if MGX embraces the GDPR and adheres to this in several means, Microsoft, Google and IBM will lose the traction they have all over the EU and the commonwealth. So whilst we take notice of “Reuters’ sources said that the MGX acquisition is not finalized and a DayOne IPO could still go ahead. DayOne currently runs a portfolio of more than 500MW of data center capacity in service and under construction, with another 500MW held for future development across Hong Kong, Singapore, Malaysia, Indonesia, and Japan. The company also has sites in Thailand and Finland.” 

And in case if ChapsVision, it is nice it is getting the Palantir account in France (and optionally in other EU countries as well) but that comes with the addd need for stronger data centers and not in American hands. The Edge (at https://theedgemalaysia.com/node/807778) gives us ‘Abu Dhabi’s MGX weighs multi-billion deal for data centre operator DayOne — Reuters’, which gives us (at https://theedgemalaysia.com/node/807778) that “Abu Dhabi-backed artificial intelligence investor MGX has been exploring buying Singapore-based data centre operator DayOne, three sources said, in what would mark a major step in its global expansion into the technology. MGX has been working with an investment bank in preparation for the potential transaction, said two of the sources, who declined to be identified because the discussions are confidential.” Which implies to me that this is not yet a done deal, as such it is likely to happen, especially as countries are making moves to pull away from the United States and their Cloud Act, but that might not be enough, the secondary stage is that Microsoft as a data Endor is seemingly already on the way out in a few places, so that would be setting the stage that this could indeed happen. So whilst we see “A deal for DayOne could mark MGX’s first acquisition in Asia as the company pursues a lightning-fast international expansion. It was set up a little over two years ago with the US$385 billion sovereign wealth fund Mubadala and AI company G42 as its founding partners. MGX falls under the purview of Sheikh Tahnoon bin Zayed Al Nahyan, the United Arab Emirates’ national security adviser and brother of the president.” The setting might be that Europe is ‘hesitant’ to replace the yoke of the United States with a Chinese replacement, but if there is a common ground between the UAE and Europe and a (for a lack of a better term) a Chinese wall is inserted in the European centers, a larger benefit to Emirati revenue could be right here. It all depends on how the UAE plays this ad what guarantees they could give the EU and the Commonwealth. As such there could be a new player in the town of Europe and under the much stricter rules of the GDPR, solution could be drawn. On a personal note, I reckon that China does not fear being left out of data as long as the United States loses a mouthful of revenue. Adobe, Amazon, Google, IBM, Microsoft could all lose a chunk of their revenue and that puts the United States on the defense to keep whatever they can hold onto, as I see it, at present it sucks to be the President of the United States. And after the folly that is called “the Iranian peace treaty” and President Trump implying that they could ask for Tolls in the strait of Hormuz, angering many nations, especially ones trying to get oil across the strait, (source: Al Jazeera) as such the world is looking for other solutions and several firms might regret ever giving the keys to the united States to President Trump. But as I see it, the UAE is on the job and when one door closes, another tends to open and this might be the moment for the EU and Commonwealth to talk to the UAE in finding a solution that they can live with, the question is, will the UAE play game with Europe and the Commonwealth? My guess is yes, especially is China at the stage realizes a massive drain on the revenue of the United States, it could be the death stroke against the coffers of America and from there is goes downhill fast in the former land of opportunity.

I reckon that the next stage becomes opening another site in France, giving more power to ChapsVision, not sure if it is needed, but all the traction helps. And a second data centre in Europe would give several benefits, especially if these two centers are connected and support each other in case of data congestion, because that is bound to happen, but if two centers are connected, there is a larger solution for that. There is still the power use issue, but that is for tomorrow, it all depends on how stretched the power settings in France are and secondary, if Google, IBM and Microsoft are on the way out, there will be room for more. I actually hope that Google and IBM find another solution, but as American firms the Cloud Act is hanging over their heads, so that is the way in for MGX and the United Arab Emirates. 

Have a great day.

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June 22, 2026 · 18:20

Journey with a twist

Several things happened in the last 24 hours. A LinkedIn post set it off. It was about that Palantir was finished, it was a done deal. That stirred a few memories. You see I was introduced to Palantir Government in the late 90s, before it became Palantir Gotham. There was Palantir Finance (I think that this is what now goes for as Palantir Metropolis), but I never saw that. It was a good program and it was powerful. It did not have the bells and whistles that Clementine (now IBM Miner) had, but it was an excellent program and I was looking for my next Customer Service role (I was in a bit of a bad space), so as I had heard of the Palantir events over the year, that post did not make sense to me. So I decided to take a look and find out for myself (I don’t trust anything on social media that I have not personally verified with at least one good source (like a decent newspaper). I found out a lot more than I bargained for. In the first Palantir Technologies Inc is valued at 307.98 billion, this makes sense later on. 

Then I saw ‘Palantir trades into the week as France move puts ai at risk in Europe’ (at https://ts2.tech/en/palantir-trades-into-the-week-as-france-move-puts-ai-at-risk-in-europe/), there we see “Palantir ended June 18 at $128.47, dropping 1.65% for the day but up roughly 0.4% from where it closed on June 12. France’s DGSI is moving to ChapsVision, selecting the company to take over from Palantir as its supplier over several years. Palantir said its current contract is still active.” The French Connection (sorry Popeye) is about to make sense. You see, the rumbling that this White House has embarked on is now showing its rather large nasty feathers. The world is shunning anything from the United States and France sees the setting that and is moving and banking on the French solution called ChapsVision, we are given “ChapsVision is a leading player in the field of artificial intelligence and data processing. With proven technologies that accelerate data acquisition, preparation and processing, ChapsVision supports businesses and government organizations in their digital transformation.” As I see it, it is a (largely) financial solution, and getting up to speed of where Palantir is will take a few years. But France is banking on its ‘local’ solution and with that the European market opens up to France and yes this is likely to be a drain on where Palantir wants to be. So in comes the second story.

This comes from Simply Wall Street (at https://simplywall.st/stocks/us/software/nasdaq-pltr/palantir-technologies/news/palantir-technologies-pltr-stock-could-be-20-overvalued-even) where we see ‘Palantir Technologies (PLTR) Stock Could Be 20% Overvalued Even If Growth Stays Strong’ and here the first red flag comes up, Simply Wall Street does not give a writer, just hide it under the rug (as the expression goes) but there is where the loon try to find stuff, so now we see the initial; value, Which was $308 billion, now we get the other part (which I left out) “Palantir reported a record annual revenue of $4.475 billion for fiscal year 2025. This marked a 56% year-over-year growth compared to their 2024 results, heavily driven by massive domestic adoption of their artificial intelligence platforms.” So when you see this, the 20% overvalued does not make sense. We see what might be coming in 2027/2028, but that is not now and the stages are set to what I personally believe is that someone wants to play a little game called ‘shorting the stock’, if there is enough babbles and bitcoin people, they will overlook what matters and just dump their Palantir stock. Now, be mindful, I am not an economist and I have no economic degrees, but I have three University degrees and a few more ‘accolades’ as I think they are called in data technology and data analyses. I believe that some are thinking that Palantir is a weakling waiting to be plucked and that is not happening on my watch as as I see it, LinkedIn is being used for that and political endings too much. These people are hiding behind “That is what I see and I have a right to speak” that’s fair, but we can expose you as well, so that is the other side of this and Palantir has some of the most powerful software in the world to do just that. I think that Palantir needs to look into the enemies they have. But that is up to them and I wasn’t done yet.

There was more, you see the Guardian gives another side (at https://www.theguardian.com/technology/2026/jun/13/palantir-loses-legal-challenge-to-force-swiss-magazine-to-publish-rejoinders) where we see ‘Palantir loses legal challenge to force Swiss magazine to publish responses’, I feel uneasy on this. I get that Palantir wants to learn “to force a Swiss independent magazine to publish its responses to articles about how the Swiss government rejected its services.” My doubt is that any government can reject services, but they tend to give reasons, isn’t that the case? So when a magazine collects responses, would that not be in the interest of the world to learn the how and why? I agree that this cannot have personalized data, but the entire mess comes across as weird. But the entire setting is what this White House is inflicting on the business end of the businesses of the United States. I saw it coming to some degree, but not to this degree (as I personally see it, the US Administration comes across as absolutely bug-nuts), if you doubt this, consider the simple setting of Measles in the United States, what it was in 2024 and what it is now and that is just for starters. The world is, as they say, fed up with the United States. Should you think I am wrong you could ask that bella bambina Meloni, you can find her at Via dell’Impresa 89, Rome, Italy. Believe me, she has a story for you, it will knock your socks off.

The stage is not her, or what Palantir is facing, but as we see this evolve we see more and more American services being rejected by the EU and Commonwealth to a larger degree. And as I see it, some (like Microsoft) are already running like chickens without a coup in all the offices, because there bonuses are set to keeping the status quo, so the larger bulk of CEO’s are seeing a rather large bump in what they could expect to see diminish.

And for one, Simply Wall Street (yet again) now gives us ‘Palantir Stock And 2 Software Picks With Earnings Growth And Strong Balance Sheets’ (at https://simplywall.st/stocks/jp/semiconductors/tse-285a/kioxia-holdings-shares/news/palantir-stock-and-2-software-picks-with-earnings-growth-and) giving us a second different view. Where we see “Palantir generates about US$2.8b in revenue from Government customers and US$2.5b from Commercial customers, with most of its sales coming from the United States and the rest split between the United Kingdom and other international markets.” As I see it, that sounds more like it and it is about what I have seen and expected, and with the additional “Palantir Technologies has become a focal point for investors looking at real world AI adoption, as its platforms power everything from U.S. defense programs to fast growing U.S. commercial clients. Recent revenue growth of 133% shows how quickly customers are scaling usage. The company combines very high profitability, including a 43.7% net margin and 26.8% return on equity, with a debt free balance sheet and strong cash holdings, which stands out in the software sector. At the same time, the stock trades on rich valuation multiples, insiders have been selling shares and contracts such as the UK NHS data platform face political scrutiny. That mix of quality fundamentals, AI partnerships with groups like Google Cloud and concentrated government exposure creates a story that deserves closer inspection.” At what point does that give credence to the setting that it was 20% overvalued? Perhaps that might be true (I am an economic noob) as gamers would state, but the settings are off. I get that Palantir will face a much harder 2027 and optionally 2028, but ChapsVision isn’t in all the other places yet, this could happen and it will eat away from the pie that is now Palantir, and I for one do not think their excellence in Gotham is easily matched, but give it time and in 2029 it might be a different story, but that is looking too far ahead (I might not even be alive then) and with the way the United States is taking its international responsibilities there is a larger setting that this could happen and there is no way I can type this blog whilst ‘enjoying’ sunshine at 2354 rads. I have medical evidence of that (read: Google Scholar)

So you all have a great day and consider limiting your exposure to LinkedIn, it will become the next hotspot for influencers and BS artists alike. 

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June 19, 2026 · 06:37

There was more

You see, yesterday I came up with a new lore system and it kept my from the real setting of the game, because there was a lot more. The first part was that there was a reason why I felt affinity to Paradroid and Hacker. The idea was that there were two mainlines (I had not chosen yet) the first was that this was a recon setting for aliens, the second was that survivors of this world were working from a separate setting (I fancied that one a little more) and the only way is to interact by invading technology and drones with a nano virus but it needs to be a lot more structured than just invade a server or a combination of systems, But the idea is that these nano bots can only invade systems in combined efforts (like a server and a drone in unison) from there we get to see a larger setting and from one system we can combine systems to invade a CCTV setting, but CCTV settings are often shielded, so you need a path towards that setting. So I has not worked it all out, but there was an evolving setting connected to all this. So whilst we get that any CCTV system has connected systems, we need to combine a larger connected systems to connect to larger and bigger connections, so there needs to be somehow an evolving setting like Hacker, where we connect to a drone and CCTV systems, but how to do that and keep an interesting game? That is the question I was bending over, but not in the way Paradroid did it (it had its own charm) and I didn’t want to plagiarize that. From that setting I merely had the idea that several autonomous systems could be infected, but that is the extend the game had ‘traction’ and I didn’t want it to be too much of a stalking approach, other than the need to find out what had happened to the people of that place (like a viral attack, or simply a air-conditioning defect) So whilst I was focussing on elements of the game, I was designing the game in real time, because that is how my mind works and the setting is that different devices had its own versions of Lore, so they are all stories, often not connected and it gives the overwhelming feeling of data. That is bound to happen in all these settings, so how to focus that? I gave the lore setting a go and from there the lore was bound to all kinds of things and I had to create a decent amount to overwhelm the senses (and the game) with lore that might seem bound to have a connection. So there I was in what some would seem a steady stream of data, but what is relevant? You cannot have a ‘data game’ with no responses and all relevant data, that is not how it tends to work, but I was trying to figure out how to get to the good stuff and an overload of data tends to be the setting in many cases. So whilst we ‘infect’ drones and systems, we need connect elements and find a way to connect to a system, the best option is to infect a drone and see where the connection tends to go, so we get two locations already and the evolving nano system has limits in the beginning, so it needs several of both for the nano system to evolve into a stronger system, it needs to develop, just like a real nano system does. But autonomous nano tech is not ‘up for grabs’ and as such I had to evolve the ideas in my brain on how to evolve these settings. 

So whilst I was considering all that, the lore system evolved in my brain and it had many connected benefits and it could benefit the future of larger gaming, because lore tends to be the larger setting for many RPG games and a game about hacking and data has an abundant of that, so while there is a need for the lore, the idea of lore writing itself making the game replay-able has benefits. So does the idea of creating a CCTV mesh of data for an entire city. But that is another mess to consider. What mattered is that I had to figure out how a nanotechnology system could evolve. There is the ‘breeding’ setting where systems provide the resources to breed (like connecting a resource to a router or a dead drone), from there we get more nanotechnology at our disposal but I was still working this out, so when we get more resources we get more nano tech to work with, yet here is also the limitation, although a dead drone could provide thousands of drones, they are stuck un a place, as such we need to connect one to the other and that is part of the puzzle I am working on and how to make this a decent part of any game is the puzzle 

I need to work on, an idea is nice, but how to work this out is the puzzle a designer needs to focus on, because not every idea makes a decent game and that path is riddles with the carcasses of optional great ideas and it still beats the news junk on how newspapers are trying to voice the setting that a ‘great idea for peace’ is not the setting that Trump got played by Iran and how Israel is set towards inaction against people that are trying to destroy Israel and they will not stop, so all that settings are a bit dreary and not worthy of my time, or at least that was how I felt about that yesterday, all whilst we are getting less than an hour ago ‘Trump’s Deal Sidesteps Key Reasons He Went to War With Iran’ (source: Wall Street journal), as such we will see more ‘news’ on the setting that the USA is too broke to be considered a player on the world stage. You see some claim “According to U.S. Treasury financial statements, total federal liabilities have grown to nearly $48 trillion against roughly $6 trillion in assets, leading some economists and commentators to label the government as technically insolvent.” (Source: Yahoo News) Or the fact that “The national debt exceeds $34 trillion, equating to a debt-to-GDP ratio of over 123%” (source: Forbes) and I have been saying this since ‘About America, chapter 11’ Which I published on August 26th 2014, almost twelve years ago (at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) as such you have all these economic professors who ‘object’ to that setting whilst the setting of the last year are showing me to be the correct party, even though I have no economic degree, I do know data., I have been dabbling in data for decades. As such the game came to my mind and as such the avoidance of the ridiculous war setting was invading my mind for weeks, because at present ‘Trump lashes out at “fools” who oppose Iran deal amid bipartisan criticism’ (source: CBS News) and ‘Senate Republicans raise alarm over Trump’s deal with Iran’ (source: the Hill) as I see it, soon there is no place for the media but to go and delve into the insolvency of the United States, perhaps this president could use the Epstein files to divert the eyes of the media? (evil grin forming on my face), not to mention the musical acting of ‘Republicans slam Trump for caving to Iran in ‘disaster’ of a deal’ (source: Rolling Stone Magazine) an if you consider that the bulk of the media never really liked President Trump, consider what they will publish now. And this is all before Iran sees its way to cry to the courts of international law in The Hague, so there is that still coming and all this could have been foreseen if someone served the power players coffee in the Pentagon, I think it is spelled ‘Covfefe’ (source: President Trump, first presidency) a setting that was clear from the beginning of March, but now that setting will hit the Republicans squarely in the face, as such it might become the most humorous midterms in November 2026 and I reckon that there aren’t too many Republican fans at present. So whilst those up for midterm elections are bound for the unemployment lines, we will see an abundance of mis-categorisations and as such this might be the turning point where the west is seeking a new player that could align with the Commonwealth and the EU and I personally am putting my money on a larger cooperative with Commonwealth, EU and the Arab states, the other option is that the Commonwealth and the EU will align with China. I think the second one is not readily accepted in the EU and parts of the Commonwealth. Still, the cooperative with the Commonwealth, EU and the Arab states could bring prosperity and optional good times for China and whilst the EU is pulling back from Microsoft and the United States hosting of over 4000 data centers. So when do you think well over 10% will be pushed into bad mortgage setting and written off to a rather large degree. All settings that will end an abundance of revenue and set the larger data settings off limits. I have no data to support this, but the crumbles of data are all over the place, the question becomes how connected are these slithers of data? I will let you decide, I have to put some effort in creating a new game, which is much more enjoyable than any political setting. 

So you all have a great day and someone keep an eye on Iran and their connections to Hezbollah and Hamas and when they will ‘miscommunicate’ their intent and it all starts all over again. 

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June 11, 2026 · 13:25

Partially delusional

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

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

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

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

Have a great day today.

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May 19, 2026 · 00:08

Right out of the left field

I had a mind blast a few hours ago and I don’t know what got me to this. Well I kinda do, but I was not giving it much thought. So as I was enjoying a few moments (a moment is an hour) on YouTube, I saw a video about the Epic Universe, which until President Trump decided to go the way of the Dodo, it was my ultimate intent to spend a vacation in Epic Universe, but as things are, there is no way I am going there in the next decade (optionally the rest of my life). Now my mind is set to the theme park world of Yas Island in Abu Dhabi. So as I saw the YouTube video I suddenly had an idea. This is not something I can do, but after all the idiocy settings of HR people relying on AI settings. It struck to me that these people could use a ‘simulator’ several settings from stores to amusement parks. 

So consider that HR is set to a skill level as it tends to be, but how do you hire? What triggers are you considering? That is the stage of the simulator. You are given a pool of people and the DML/LLM of that system creates the letters, the person goes through them and selects their top 5 or top 10. Then the interview and from there you get 2-3 that go through the final round. Just like your average job setting. So, as you go through the settings of HR, the simulator gives you a rank, but more importantly it shows HR what staff needs additional training. So this would be an actual simulator to improve the HR setting of a company. 

And believe me, I have seen my shares of flaky scammers (so, not HR), HR that flatly deny you, and those who seem to believe that a new starter requires 5-10 years of expertise. There are all kinds of HR and as I see it, when the AI bubble bursts, whomever will be unable to hire the right people, will go under in that AI bubble and they will not be heard of again. The setting is that the truth of the matter is that any firm will need the right people. Who that is tends to be up to HR, but how to get them seems to be unclear. As such my mind came up with the simulator setting. Based on a pool of people with DML/LLM letters so to get a mingle of types as the simulator expands into construction, retail, consultancy we will see a while range of options and there is no immediate release. To add the styles and settings will take time, but consider that the United States has approximately 36.2 million businesses and the European Union has approximately 33.5 million active enterprises across its business economy. That is a pool of almost 70 million potential customers, the retail sector is still a lot less, but it is a start and when the simulator gets the power it needs to get, the simulator gets the finance and attention to grow into something serious. So, it was just an idea and if a dedicated IT HR programmer is out there, this idea is for you. I am not getting involved in a work I have seemingly no clue about.

Anyway, that was the idea I had today, I reckon that it could use the setting of localization down the road, especially with over a billion people in India, but as I see it, the USA and EU are a decent first bet. Have a great day.

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May 3, 2026 · 12:03

That turning point

We see all kinds of turning points. We see the mess some leave others and when they get ‘hindered’ by their own ego, the damage can be massively debilitating. So as the BBC (at https://www.bbc.com/news/articles/cd9pn541jjlo) gives us ‘Germany says US troop withdrawal ‘foreseeable’ as Nato seeks clarification’ with “Germany’s defence minister has said the US decision to withdraw 5,000 troops from his country was “foreseeable”, as the Nato military alliance says it is seeking clarification from Washington.” I see a turning point. A turning point that takes away whatever credit they still had in Europe. Let me explain, the 5,000 troops are not there for a gimmick. Russia could see a (delusional) massive opportunity to make Europe theirs, but that fictive setting is now an option for China to become the ‘salvation’ for the fictive danger Russia presents. There is no longer a United States, as such China could come in and offer help. There will be cautious settings by Germany, but as the danger from Russia is ‘presented’ as real, they will accept and that s the sign for Huawei to offer its infrastructure to Germany. Its data centers, its optional DeepSeek and whatever else China can offer and Germany gives China the opportunity too show its technological prowess to The Netherlands, Denmark, Poland, Czech Republic, Belgium, Austria, Luxembourg and France. When Germany goes over, all other nations will see the direct benefit that Huawei and others bring and the United States lose these settings. It might ‘threaten’ with its tariff game, but they are soon to become a population of one. China will take this route for the tremendous benefits their industrials get and as they represent a population of 1.4 billion consumers, Europe will take the setting as the United States merely represents the options to be a consumer base of 25% of what China represents, there will be captains of industry who will chomp at the bit to get into that market. The allegedly viagra overdosing captains of industry in the United States will have to consider what to do next. I reckon that they will go after that President of the United States on a mere need for the loss of industry that this president is exposing the United States to, especially as they have a debt that surpasses their GDP now (source: Financial Times). And let me explain, the same person who stated in March 2026 that the U.S. had “decimated” the Iranian regime and achieved a “total and complete victory”, In early April 2026, this same president said the U.S. was “finishing the job” and that the military objectives would be completed in “maybe two weeks, maybe a couple of days longer”, which was followed by the U.S. would leave Iran “very soon,” but only when it was certain the regime could not build a nuclear weapon and threatened that if Iran did not comply with demands, “lots of bombs start going off”. It is now may and he is pulling troops out of Germany after President Donald Trump criticised German Chancellor Friedrich Merz for saying the US had been “humiliated” by Iranian negotiators in the ongoing war. It was not humiliating. Humiliating is me stating that the Secretary of war Pete Hegseth could’t win a war against a self opening tin of baby carrots even if he was armed with a tin opener. The rest are simple statements of facts. Deal with it and now as he is pulling troops out of Germany, China gets the inside track on a new setting, a direct triangle with China, the Gulf States and Europe all connected to each other, optionally connected through Huawei centers, A Chinese opportunity. And that is before the 2027 setting of the Vatican where the Pope gets his new and lasting nickname “Leonardo da Vici” when he decimates the Republican Party even more. A final lasting tombstone and it will be written by Tatiana Schlossberg when she publishes her book “Before 300” a lasting story about the United States and how it went wrong with the final chapters speaking about the downfall of the United States due to the mindless settings of President Donald J. Trump, he was not the actual cause but he removed whatever escape points Wall Street gave them. Some say it is mere ‘Science Fiction’, but I advice you to preorder that first edition hardcover when it comes in 2031, those hardcovers will be worth a lot down the track.

We can debate all the settings we want, but the settings China is about to get because of the ego of some is beyond belief. So enjoy this Sunday, although Vancouver and Toronto are slow, it is still Saturday there. Enjoy this day and see the opportunities that come knocking all over Europe. 

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April 22, 2026 · 15:04

Whatever the BS indicates

So, I was looking at a few matters and some connect to yesterday’s setting. As such, this morning I was given by CBC (at https://www.cbc.ca/news/politics/poilievre-losing-losing-losing-carney-trade-9.7171738) ‘Poilievre says Carney has been ‘losing, losing, losing’ on U.S. trade war’ and I personally call out this incorrect setting (calling it a lie is so crass) as I see it, PM Mark Carney has done whatever he can to make Canada less reliable on the United States, giving the country options and not to be set to the whim of a their own version of King George III and lets face it the one in the United States, looks nowhere near as good as Nigel Hawthorne (supporting evidence below).

We are given the additional “Conservative Leader Pierre Poilievre launched a pointed attack on the Liberal government’s handling of the Canada-U.S. file Tuesday, saying the results so far have fallen well short of the mark and the prime minister is “losing” the trade war. Speaking to reporters after Prime Minister Mark Carney unveiled his new trade advisory council to help with the U.S. dispute — a body that includes some big-name Conservatives — Poilievre lashed out, saying the Liberals ran on settling the issue at the last election but there has been no discernible progress to this point.” And in a stage where that less than appealing person in Washington, is calling Canada the 51st state, giving it tariffs that got well beyond what is acceptable (whilst giving Russia allegedly no tariffs) and whilst we see “Carney says there’s been a ‘rupture’ in Canada-U.S. relationship, while Poilievre wants to draw closer”, so does any real Canadian want to vote for Pierre Poilievre (also known as Peter Polivicious by some)?

So whilst we see this and whilst we were given yesterday ‘Trump says he does not want to extend ceasefire with Iran’ (source: Reuters), today we get ‘Trump says ceasefire extended as talks with Tehran in limbo’ (source: Al Jazeera) and this is a person Canada wants to get closer to? Then we get that a lot of Canadians are christians, so do you want to get close to a person who attacks the pope on humanitarian issues as well as “President Trump has been lobbing insults at Pope Leo XIV in response to his criticisms of the war in Iran and appeals for peace, marking an unusually pronounced rupture between the leaders of the world’s most powerful country and the world’s largest Christian denomination. But Leo criticized the Trump administration’s mass deportation efforts both before and after he was elected leader of the Catholic Church. He told reporters in November that the treatment of immigrants is “extremely disrespectful,” echoing the views of his predecessor, Pope Francis.” So do we (Commonwealthians) ever want to get close to this (so called) king? Or are we ready to steer the Commonwealth to safer waters? In that case, why would anyone ever consider the conservative PP or any of his arguments valid? OK, I will admit that the rental issues he raised last year were valid, but as I see it, no force in the Commonwealth gives rise to closer working with President Trump. 

And this is merely my view (also shared with many in the Commonwealth) and I could be wrong, but I do not think so. As such It is time to reflect on a few things that PM Mark Carney achieved over the last year (as I am not Canadian, I reserve the right to miss a few items).

  • Economic & Environmental Policy: Removed the consumer carbon tax, and pushed for deregulation to support industry.
  • Trade & Infrastructure: Passed legislation to reduce interprovincial trade barriers.
  • Housing: Launched the Build Canada Homes agency to accelerate development.
  • International Relations: Formally recognized the State of Palestine, strengthened ties with India and China, and continued strong support for Ukraine.
  • Social Policy: Implemented tax cuts for the middle class.

And these items are merely of the last 15 months. Also he increased trade with China, revenue the country can really use and achieved a higher trade settings with the EU and NATO, optionally also increased trade with Australia and New Zealand. All options whatever the conservatives throw in to the mix would never achieve as they are most likely not equipped with the knowledge of Economy that the present Prime Minister has.

So feel free to agree or disagree, but whatever America throws at Canada (like: Meanwhile, the Americans are demanding Canada change dairy access rules and drop some protections for its cultural sector, among other demands) which is funny, because that is decided by Canada, not the United States. 

So you all have a great day and remember it is still yesterday in Vancouver.

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