Tag Archives: Toronto

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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Are estates real?

That was the question, but it was not about housing. I was confronted with: 

Now we can make a fuss about Clara Amaral, and that she is from Porto Portugal and legally works in education, but there is every consideration that she (the profile) is not real. The image seemingly comes from MintPress News an extreme far left corner of the United States, lets call it ‘the idiotic’ lot (as expressions go and there apparently focal setting is the covering political, economic, foreign affairs and environmental issues. So we have two lose screws and LinkedIn (who is seemingly always happy to get any kind of traffic)

Well, it is misinformation. So here is the real deal. We see (at https://economymiddleeast.com/news/dubais-real-estate-surges-31-percent-to-68-6-billion-in-q1-2026-transactions-on-robust-momentum-and-confidence/) that the Middle East Economy gives us ‘Dubai’s real estate surges 31 percent to $68.6 billion in Q1 2026 on robust momentum and confidence’, it comes with the added “Dubai’s real estate market posted notable results in the first quarter of 2026, totaling AED252 billion ($68.6 billion) in transactions—a 31 percent year-on-year jump in value and 6 percent increase in volume—signaling ongoing momentum and robust investor trust.

This outcome highlights the market’s durability amid regional shifts, fueled by proactive leadership strategies. Dubai’s even-handed policies keep bolstering stability and confidence in various economic areas, aligned with Dubai Economic Agenda D33 objectives and Dubai Real Estate Strategy 2033.” Now, we all need to relax. I get that some will state that my one (there are several) article is set in opposition of the idiotic left of America view and you might be right, but fortunately others had me covered there (Times of India is blacklisted).

We are given (at https://gulfbusiness.com/en/2026/real-estate/dubai-real-estate-market-decoupling-war-analysis/)  ‘The Great Decoupling: How Dubai’s property market survived its first month of war’ where we see “This was the first full month of trading under the geopolitical shadow of the Iran conflict, and the surface-level numbers suggest a market losing its footing. Total transaction value cooled to Dhs53.4bn, a sharp 29.2 per cent drop from February and a 12.6 per cent slide year-on-year. But for those who look past the headlines, the data reveals a far more resilient, albeit “split”, reality. This wasn’t the story of a market breaking; it was the story of one being stress-tested in real time.” With the additional “While week three saw a dip to Dhs8.49bn, this coincided with Eid Al Fitr holiday, a poor metric for panic. By week four, off-plan activity had already bounced back to Dhs6.74bn, its strongest weekly showing of the month. Furthermore, the trophy buyers never left the building. March saw a single off-plan apartment deal at Aman Residences reach a staggering Dhs422m. Meanwhile, high-value trades continued in Palm Jumeirah and Bluewaters. Regardless of the broader noise, ultra-high-net-worth appetite for Dubai’s crown jewel assets remains intact.” And whilst we are also given “Investors are no longer taking the safe-haven premium for granted, but they aren’t ready to abandon it either. For now, the market is in a sophisticated wait-and-see mode, proving that while it can be bent by regional shocks, it is remarkably hard to break.” As I see it, some of the Crypto pussies ran for the airport, their sorted life awoken by real events, as such they proclaim to sit out the events, but at the sound of the first firecracker they ran for their mummies. And the media was exploiting the ‘run for your life’ as it few their digital dollars. 

I created some IP in 2024 (it might have been 2023), I illuminated it in ‘Saturation’ which I wrote on January 26th 2024 (at https://lawlordtobe.com/2025/01/26/saturation/). I opted for the “At that time Real estate was “I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table.” As such if it brought me 10% of that 1% added value of 680 million to that table (I am ever the optimist) it would be a massive gain (for them too) and I was conservative that it would only add 1%, but this IP would have been global and seeing that this was overlooked in LA, SF, New York, Toronto, Amsterdam and a few other places it will add a nice penny to the dollars being made here. So I did look into the setting almost going back 3 years. As such the events are a mere blip on the radar, not a crash as some (Clara Amaral) predict, with assistance of the idiotic left. But they are merely in it for the digital dollars as I am seemingly speculating.

The real deal is that there are parties who thought that they would gain wealth whilst sleeping and that is never the case. The UAE will come out stronger as they rightfully proclaim. And it was not one article, I wrote several over the term of 2024 and 2025, as such there was a flat base of sturdy exemption. These war reporters need to take a page out of their so called need to ‘not panic’. I reckon that Doug Adams had the right view on this, for the illiterate, who wrote Hitchhikers guide to the galaxy. 

So is it a he said, she said story? No, I have data going back years, but the girly girls (like Crypto boys) who are panicking have never seen real hazers and some are not fictional. Consider the basic setting that 2,012 drones were fired on the UAE, less than 5% made it and some did as much as 750 dirham damage. How safe is the UAE and how unlucky does obi need to get for one to hit your property? Las Vegas is living on much riskier odds than that. 

I feel that my case has been made, misinformation bad, me good. So you all have a great day today. It’s almost time to find lunch this Sunday. Perhaps I’ll have a sundae this Sunday. 

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The old premise

That is what I am confronted with. I saw several articles regarding Ubisoft including one (that is not part of this discussion) about a person who opened critique about an RTO (Return to Office) setting and was fired. Not sure if one validates the other, but there you have it, as I see it Ubisoft is in serious danger, which is after I basically handed them IP making them up to a speculated billion is rather weird. But there you have it, Ubisoft is in not yet in peril but it feels like it.

The first article comes from Tech Power Up (at https://www.techpowerup.com/346598/ubisoft-ceo-spills-beans-about-2-far-cry-projects-several-assassins-creed-games-both-multi-and-single-player) and gives us ‘Ubisoft CEO Spills Beans About 2 Far Cry Projects, “Several” Assassin’s Creed Games, Both Multi- and Single-Player’ where we see “Similar is true for the Far Cry franchise, in that Ubisoft currently has two Far Cry projects in development, although Guillemot declined to specify any further on what those projects were. One of the upcoming Assassin’s Creed projects is almost certainly the much-rumored Assassin’s Creed Black Flag remake that is slated to launch sometime in 2026.” So whilst we are given “This interview and the promises of new Far Cry and Assassin’s Creed games comes the same week as Ubisoft confirmed a round of layoffs at its Toronto studio as part of its heavily criticized company-wide restructuring and cost-savings plan that will likely see up to 18% of the company laid off in order to save €200 million in five years.” Well, that is the setting and whilst we can all argue the validity of actions, it comes across as being mere Monday quarterbacks. I merely handed them up to a billion in IP and let it go from there (of course I would never deny myself a very nice bonus, but that requires evidence and I don’t have that and should they consider my thoughts, the evidence of it are on my blog. But as it seems, Ubisoft has a credit rating issue and usually it is found by cutting costs. There is a second setting which you saw above. It is see in “2 Far Cry Projects, “Several” Assassin’s Creed Games, Both Multi- and Single-Player’” You see, when you try to appease everyone, you merely ending up pleasing no one. So to illustrate that we get to the next article. It is seen in the adjusted title ‘Ubisoft has ‘multiple’ new Assassin’s Creed games in development’, which is seen (at https://www.kitguru.net/gaming/matthew-wilson/ubisoft-has-multiple-new-assassins-creed-and-far-cry-games-in-development/) where we see “Ubisoft has been attempting to branch out its biggest franchises into the multiplayer realm for more than a decade at this point but so far, nothing in the Assassin’s Creed or Far Cry universes has managed to stick the landing. However, this week in an interview with Variety, Ubisoft CEO, Yves Guillemot, has confirmed that more attempts are in the works, alongside the usual single-player games.” And when you consider that €200 million is cut, the setting of “more attempts are in the works” as well as “been attempting to branch out for more than a decade” (adjusted) the premise becomes a little stale. When you try to appease everyone, you merely please no one. And it has been tried in several ways before. Sections of prince of Persia added to AC 2, and for some parts it makes sense, but the setting that someone has that feeling that “it feels like I am playing game X” becomes a disappointing feeling and that is the setting that Ubisoft keeps on believing in. It is almost that some spreadsheet BI people are looking at the results of 4 projects and contain the most lucrative parts in game 5, a setting that as far as I am concerned never ever works. A game is a story, a story you play and that is why Far Cry 3 was such a success. It is why AC brotherhood worked. And by the way, the Black Sail was decent, but it was no AC game. It was merely the only game on release date of the PS4 that was outstanding (in its own right) and that part of the metric is likely overlooked. So when I see “the Assassin’s Creed games in development are said to include the Black Flag remake” I wonder why, doesn’t that PS4 game play on the PS5? I actually never tried it as I finished that on my PS4 ages ago. Beyond that, the idea of running after a sea shanty was not my idea of fun, to much like some Prince of Persia parkour. I get that you might ‘find’ these sea shanties and that was fine, but running through the trees passed the guards (who will chase you) is just utter BS. Still the game had highlights and a few nice surprises, it was not a bad game, far from that, I merely never saw it as an AC game. But that might merely be me.

To be honest, after Origins I left AC alone and I tried Mirage later (which was awesome). And there is some interesting in Hexe, but there are mentions of restrictions. It is not an open world. I am in dub there, because it could still be a really good game, time will tell.

And there is one other side that Ubisoft is seemingly forgetting. These lay offs could become a new competitor and create hidden traps to what they are trying to achieve. It is the trap of creative corporations. It takes one ignored person to be discharged and when that person creates new IP, Ubisoft is out of that part of the game. That is merely how I see it. 

Have a great day.

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I was seemingly unaware

It happens, at times there are things I do not know. Most often because I don’t care and this was about the USA, as much I kinda don’t care. Through YouTube I got the news that President Trump stopped the the Hudson Tunnel Project in New York City. According to the source the funds are stopped until Donald Trump, gets Penn Station in New York or Dulles International Airport in Washington, DC after him. To be honest I have never witnessed any president of any nations to be this self absorbed and (according to some) be the highest Russian mole ever to be inserted in the American administration ever. As such the US administration has evolved a long way from senator Joseph R. McCarthy to a president that appeases the needs of Russia. Yet, in all honesty it might be the craziest thing I have ever heard, so whilst everyone it willing to set this to paint the crazy man in the White House. There is the setting that is also being appeased (by me). I don’t think that President Trump is this crazy. I think that he merely wants to be seen this crazy. Consider that Wall Street, the Senate, Congress and the Judicial setting of America has plenty of really intelligent people. As I see it, he is stalling. And the setting I see “GDC says an extended suspension will put at risk approximately 11,000 construction jobs, as well as the 95,000 jobs and $US 19.6bn in economic activity that construction is anticipated to generate overall. It adds that delays to the project increase the risk that the North River Tunnel, which is due to be extensively refurbished under the project, will have to close.” Which is given to us by the International Railway Journal (at https://www.railjournal.com/financial/judge-offers-hope-for-hudson-tunnel-project/) and I am currently stopped by the 20 billion dollars and the 95,000 attached jobs. What if America is now in a much tighter schedule? What is the money isn’t there and this administration is looking for a way out, is playing the court jester (even though he is nowhere as gifted as Rigoletto, court Jester of Doge Enrico Dandolo) and we are all buying into the jester act. And as this administration is allowing for these events, even though we are given “However, the US Department of Transportation (USDOT) began withholding federal funding for the Hudson Tunnel along with the Second Avenue Subway project in New York City in October, stating that the requests for payment could not be processed pending a review of the projects that it had ordered.

GDC warned during a board meeting on January 27 that available funding and credit used to keep the project going would run out on February 6, forcing the suspension of work.” We are also given that this ‘delay’ is merely temporary. And all these settings give me the feeling that these acts are merely that, acts. And as I see it the stage is that the United States is now running out of money. There are too many settings that do not make sense and all the money draining settings are either cancelled or (like wind farms) or delayed as much as possible. And that setting does not compute with me. As we are seeing that there is yet another ‘crazy’ kink in the cables of the America Administration, I believe that there is more under the hood and whilst certain people are using whatever stakeholder they can to avoid digging into the areas that matter to get a clear picture. 

So whilst I will consider the thoughts on how entertaining Rigoletto was in 1201. So, all you have a great day and I will see you on the flip side of things. Have a great all, its too early for breakfast in Vancouver, but early breakfast in cold driven Toronto feels fine to me (its 29 degrees and almost 22:00), way too warm for me here at present.

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Cut through the presentations

Yup, I have had enough of the presented media on how Canadians are not that much of a bother to America’s tourism setting. And for this I put attention on Now Toronto as we take a look at their side (at https://nowtoronto.com/news/are-toronto-residents-skipping-u-s-travel-heres-what-theyre-saying/) where we see ‘Are Toronto residents skipping U.S. travel? Here’s what they’re saying’ we are being told the first direct bullet points (a nice way of summary to the setting).

Three points that make sense and that accounts for a lot more damage than anyone would have guessed at any point in time. I particularly like the ‘peer pressure’ point. It’s like a parent gets to hear ‘Really? There?’ by their 5 year old. A nice figment of my imaginary pressure seen on the inside of my eyelids. 
And with the setting given at “Some Torontonians have told Now Toronto they’ve been boycotting travel to the U.S. in the time being. “I just feel like my dollar can be spent better elsewhere,” Olivia, a resident, said. “With all of the situation going on down there, I don’t feel like going.” Olivia said the decision to avoid the U.S. solidified in early 2025 as government policies and climate shifted. Instead, Olivia said she’s opting to travel to other regions.

And it is this side that amounts to the bulk of other Commonwealthian’s who seem to decide on Abu Dhabi in the UAE over anywhere in the US where the vacation seems genuine and is also one of the safest places on the planet and whilst those are mere cost dressings, the food prices in America are getting out of hand and they are really fitting the budget aware traveller in Abu Dhabi, that is beside the other entertainment they have on one island and some hotels add entrance to one of these places every day for those staying in their hotels, as such we see benefit on benefit. So whilst the pressure seems to be adding to European places (like Euro Disney, Efteling and other locations) It seems that the pristine settings for Abu Dhabi is getting an amazing appeal and that is merely the first glance for a tourist. There is so much more to see and do in the UAE and now that Abu Dhabi is a mere 95 minutes from Dubai by train, that is a vacation that starlet tourist will wow for.

And whilst we still see “Olivia said she’s also more conscious of her spending choices, focusing on buying Canadian products to ensure she isn’t supporting the U.S. economy. Joel, a dual-citizen of both the U.S. and Canada says traveling there can be morally complicated. “Any political differences we have is outweighed by the fact that I have family there,” he said. “I have kids who want to see their aunts and uncles and cousins. Joel has noticed quite a difference in airport traffic in the last year or so when it comes to traveling south. “It’s faster at the border,” he said. “Because there’s no line-ups, there’s not a lot of people going.”” And as I see it, we are off to the races and as the UAE (Abu Dhabi) is erecting a massive Harry Potter addition to their Warner Brothers park, we see that also Disney is being added to Yas Island. As it is supposed to open in 2028, so there is time and there is already a lot to do, but these two players will undoubtedly become the death of American theme parks for many Canadians and now that they have an alternative, I reckon American tourism will get rightfully ignored by its northern neighbors and whilst the Winter-geese might be forced to keep their places for now. It seems that Florida will have a cruel awakening in the period 2025-2029. As as another source gave us a few hours ago that ‘Florida wants to win back its Canadian tourists’ and as we are given (at https://www.orlandoweekly.com/news/florida-wants-to-win-back-its-canadian-tourists/) “Tourism leaders in Florida are reaching out to their Canadian counterparts as the U.S. has seen a travel backlash over the words and actions of President Donald Trump. As Visit Florida compiles 2025 tourism figures, the agency’s President and CEO Bryan Griffin and Carol Dover, the president and CEO of the Florida Restaurant and Lodging Association, are setting up a meeting with Canadian officials.” I’m certain that us useless as the settings of hardship were pushed through by Washington DC. So we might consider whatever we want but a vagrant in Orlando called Bumble Dora (I swear that was his name) waved a twig and whispered ‘Canadia Phohibitus’ as such Florida might wish for whatever they want, but foreign policy was dictated to all by Washington and everyone decided they have hd enough of America in that setting and when you consider what the UAE offers and what America doesn’t (or no longer) offers that reality is setting in for global tourism. So when we get the ‘presented’ “In December, Visit Florida estimated 34.339 million people traveled into the state between the start of July and end of September, up from 34.239 million during the same third quarter period in 2024. The numbers showed slight year-to-year growth in overseas visitors and domestic travelers.” You know that you are being presented a gamble with loaded dice and I reckon that not merely the Canadians have had enough of that. Consider the video that we are given (at https://youtu.be/hkr0WfTufJo?si=4gSmVZ9riFvUobmz) and the empty corridors and plane. As such a mere 100,000 less tourist is a BS setting that we are given, all whilst several sources are giving the world that the United States is getting hit by $12.5 Billion lower revenue. I think that they are off by well over $30 billion more than that (for settings that suddenly no longer matter), all whilst they were used to pump up their views when it dod matter. So whilst we understand that Florida is trying to save what it can, but to give it that swing whilst we see videos all over YouTube and TikTok appear of an empty Orlando International Airport (MCO) is not the way to go about it, but that might merely be my dubious view on the matter.

But now we get to the data that I didn’t know about. We are given “Abacus Data also reported that 33 per cent of Canadians would think less of peers who continued to travel to the U.S.

The data suggested the likelihood of those polled who would scrutinize anyone traveling increased the younger the person was. “Nearly half of those aged 18 to 29 say they would think less of someone close to them for vacationing in the United States,” Abacus Data stated. “That drops among those aged 30 to 44, falls further among those 45 to 59, and remains lower among those 60 and over.”” So consider this setting with University students, as I see it, that will stop people from traveling towards the United States in plenty of ways and whilst Toronto, Vancouver, Ottawa, Calgary, Edmonton and Montreal all have their own Universities, I reckon that they will stop a lot more than currently seen. Consider that any shop would have to admit that they went to the United States for a vacation. They would lose so many customers in the blink of an eye. I reckon the hardship of Florida is merely just beginning. And with every event where President Trump opens his mouth, that hardship merely increases. Don’t take my word for it, but it seems that someone named Elisabeth Booth will do something about that really soon. No idea what she is inferring but I reckon she knows best (or at least I hope so).

And this setting is not merely apt for Canadians. I have heard similar settings in Sydney, we tend to support our Canadian brothers (sisters too). So we are also looking at places like Abu Dhabi and Europe. And whilst we are given “Australians can travel for short trips, without a visa, to the Schengen area for up to 90 days in any 180-day period” and as I see it, I don’t know any vacation that ever goes beyond 30 days and set against that “U.S. nonimmigrant visa fees for 2026 generally cost US$185–$315 for tourist/student visas and A new $250 “Visa Integrity Fee” is expected for many nonimmigrant visas in 2026”, so free or a VISA well over $565 dollars? Yes, I’ll take the non-US option too. For the record a tourist visa for the UAE costs $150, a simple setting where the USA priced themselves out of a market who needs to stop costs in this hard driven economy. A setting that is now hurting the settings of the United States to well over 2029 air present. I reckon that vacation in the United States are done for until long after 2029, because when the first stories come into the many destination on how their vacation to Abu Dhabi was ‘magical’ the hesitaters will come running and that will bring serious money from every other place towards the UAE and not towards the United States. Seems simple, doesn’t it?

Have a great day today.

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Thoughts of a different streak

That is what is bothering me. You see I had a weird ‘daydream’ there could be all kinds of reasons to have this dream, but it struck me as weird at the time. You see I was offered a sweet position in the Starlink program in tech support and I was placed in Abu Dhabi, there were two other tech support locations. Toronto and Sydney these three centers give reasons for 24 hours support and I was added to the Abu Dhabi station (from Sydney). It was a nice dream of having a decently paid job, but that was not the part that was bugging me. In the dream The US Department of War had taken control of Starlink (I have no idea why) and its was supposed to be a short term one. But the issue kept nagging on me. Why would they even need it? And these aren’t facts. It was a dream I had, a day dream no less, no nothing factual.

My brain has seemingly connected the fact “Astronomy Disruption: This leakage disrupts radio telescope observations, specifically in the 10.7 to 12.7 GHz range, making it harder for astronomers to observe the universe” as well as “Starlink satellites are emitting unintended, low-level electromagnetic radiation that interferes with radio astronomy” but my brain (not to most obliging element in this universe) is connecting this to an old intrusion solution I devised. It was the Hop+1 solution I thought through when we saw the news on the Sony Intrusion and we now see “refers to the major 2014 cyberattack on Sony Pictures Entertainment (SPE), where hackers (Guardians of Peace) stole massive amounts of sensitive data, leaked unreleased films, and disrupted operations, linked to North Korea due to the film The Interview. There were also significant breaches involving the PlayStation Network (PSN) in 2011 (77 million accounts) and 2014, and a 2023 incident affecting Sony employees via a MOVEit vulnerability. ” I was of the mindset (as North Korea was pointed at) that they lacked the knowledge to do this. I wrote this piece on September 30th 2017 in ‘The Good, the Bad, and North Korea’ (at https://lawlordtobe.com/2017/09/30/the-good-the-bad-and-north-korea/). The article has a few other points, but my mind started to think that this was most likely an inside job, but in other setting how could it be done and with the Defence department and the NSA in mind, I created HOP+1. I make some mention of it in there. The insides were a little too well working (in my mind) to publish it out there, no need to give hackers any more handles. But then mind might have been mulling over, that if there is leakage and disruption, it might be used in other ways too. It might not have the desired initial effect, but as I see it, these satellites will have been set to a reengineered setting of Cisco solutions. And that would make sense and as such HOP+1 would be back in business.

Is it that simple? I have no idea, but my brain is trying to tell me something that I cannot yet see (or I am blatantly ignoring myself) and in part there is a setting that HOP+1 relied on an inside intrusion (or break-in) at a location that in on the hop path, no bunnies required and the outcome is usually successful as I have seen the laziness of IT people all over the lands (Netherlands, UK, Germany, Sweden, USA and Australia) as such I feel that my HOP+1 would work, but in Starlink, these blighters cannot be reached with a normal staircase, so I have no idea, but I think my mind has worked out what could be done with a program approach in the setting from 10.7 to 12.7 GHz range, but I am fishing here (my brain won’t tell me what it has figured out. Perhaps it is making me go through the motions. 

Well that is it for now, perhaps there will be another sequence on this if I figure out what I had figured out. It is almost midnight (70 minutes from now) so have a great day I will turn the Sahara forests into a desert by snoring all the wood away.

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The other direction

I have been upset for a few days as President Trump keeps on his bully horse and started to claim yesterday that those who oppose the annexation of Greenland will face tariffs. I don’t agree and I don’t accept that. But who am I? I am a nobody, my word doesn’t count. But I do have a sharp mind and I suddenly realized that there is another path for miners. You see, at present Discovery Alert gave us yesterday ‘Saudi Arabia Mining Investment: $110 Billion Plan Transforms Economy’, that I a noble setting and it allows miners who don’t like the Trump approach to Greenland to select another path. A nation that is using 110,000 million, is likely to have need for miners. The article (at https://discoveryalert.com.au/saudi-arabia-mining-investment-2026-critical-minerals/) gives us “The convergence of artificial intelligence expansion, renewable energy infrastructure, and digital transformation creates extraordinary pressure on mineral resources that were previously considered secondary commodities. This supply-demand imbalance fundamentally reshapes investment priorities, with institutional capital increasingly flowing toward jurisdictions that can deliver both resource security and operational efficiency. Against this backdrop, Saudi Arabia mining investment has emerged as a focal point for international attention, positioning the Kingdom as a strategic alternative to traditional mining powerhouses” also gives us “Geological surveys across the Arabian Peninsula reveal substantial untapped mineral deposits spanning multiple commodity classes. The Arabian Shield region, covering approximately 650,000 square kilometres, contains significant concentrations of both traditional mining commodities and critical minerals essential for energy transition technologies. These formations represent billions of years of geological activity that concentrated valuable mineral deposits across diverse terrains.

Recent exploration campaigns have identified promising zones for copper, gold, zinc, and rare earth elements. The geological diversity extends from volcanic-hosted massive sulphide deposits to sediment-hosted copper systems, providing multiple exploration targets across different mineralisation styles. This geological complexity creates opportunities for diversified mining portfolios rather than single-commodity developments.” When you are mining over 650,000 Sq/km there is probably a need for more than a dozen miners and that is where these people not too savvy on Greenland as a destination, to select the warm beaches of Saudi Arabia (they have really large beaches). So when we see mentions like ‘Mining Diversification Strategy’ I reckon that they will need manpower before too long and doesn’t that suck for President Trump? A setting where people get to chose where to work. Its a brand new day. And this is in the kingdom of Saudi Arabia, they don’t need to share anything with the USA, it is all for the kingdom. 

So while some people will ‘like’ to work and get into the good graces of President Trump. I foresee a larger play, especially when he is no longer in office (in 1099 days). I foresee a witch-hunt that we haven’t seen since Joseph McCarthy (1950) and this time it will be the democrats, so if you have a MAGA hat, you better play duck and cover, because it will be an uneasy time for any of these MAGA people, but beside that, all who catered to the needs of President Trump will be held under a loop and very precisely looked at. I don’t think that is right, but I get the sentiment behind this. So anyone with a different option would be in a decent place to accept whatever they can. And it is not just Saudi Arabia who is digging for rare earths, but they are the people with the coin and the area to explore. 

And that is not the only setting, as I see it, Saudi Arabia also has plans in the “Aluminium production, which requires reliable bauxite supplies and substantial energy inputs for smelting operations. Saudi Arabian bauxite resources combined with competitive energy costs create advantages for integrated aluminium production. This vertical integration captures value across the complete supply chain. Processing facility development emphasises environmental best practices and energy efficiency to maintain competitive positioning. Advanced smelting technologies reduce energy consumption while minimising environmental impacts. These improvements support long-term operational sustainability.” So as I see it, they will need more than miners. I reckon that plenty of jobs can be done by local Saudis, but some of the specialized people have a chance and they also need to train local population, so that comes (as I see it) with a second pay check, so in a time where the economy is bristling with dangers, Saudi Arabia could holding the better paycheck for people to consider. 

As I see it, the other direction is a lot more appealing in the long run, because as I see it, the American Administration doesn’t really think of the long run and I proved that with the previous article. 

So have a great day and I am almost at Sunday (a mere 150 minutes away). So enjoy today and if you are in Toronto, its almost Saturday Brekkie time, as such I wouldn’t mind being there and have another brekkie (then return to Sydney for a second breakfast).

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As you question your media

That is what I am left with. You see I have always believed this setting to be truthful. I saw this direction as clear as anything on October 4th 2021 (yes, world animal day, in the story at https://lawlordtobe.com/2021/10/04/utter-insanity/) when I wrote ‘Utter Insanity’, so I have been on this track for some time and I made mention of this in 2013 when the pressure was not that high yet. So when I saw (at https://fortune.com/2025/10/14/america-going-broke-jpmorgan-david-kelly-debt-tariffs/) where we see ‘America is ‘going broke slowly’ says J.P. Morgan, as national debt balloons and tariff revenue looks shaky’ and this was given to us on October 14 2025 (a few years after I did the math) where we see “J.P. Morgan’s David Kelly warned this week that while America is “going broke” it’s doing so slowly enough that markets aren’t panicking yet. With U.S. national debt now topping $37.8 trillion and interest payments exceeding $1.2 trillion, Kelly said the debt-to-GDP ratio—already at 99.9%—will likely keep rising even under moderate growth. Despite tariff revenues and temporary deficit relief, he cautioned that political choices or a slowdown could quickly worsen the fiscal picture, urging investors to diversify away from U.S. assets before “going broke slowly” turns fast.” And the bigger story is “Why did the media never caught on?” There is the Wall Street Journal, several financial newspapers and several other media. They never woke up? How much are these people getting paid? And my story yesterday was that it is time for the USA to become an isolated state. So how long will this last when the screws are tightened by Europe and the Commonwealth? You see, in 2024, the U.S. federal government collected approximately $4.9 trillion in total revenue. Now consider that they have NEVER been able to keep their spending under control and at present almost a fourth of that will go towards interest payments. So how long until things start collapsing? When you cannot make budget now, you will make even less when you have to make due with only 75% of that money is available for all manners of costs. That is what is out there and the media is merely glancing over this. So who will ask them the hard questions? Because as it seems the media is shunning and failing their duty and leaving the people in unknown territory. But don’t believe me, I am merely a clever person, but as I see it David Kelly of J.P. Morgan might be a different story and whilst nearly all media is glancing over Venezuela and the oil needs that America has, will they also feign ignorance in case of Greenland? Or are they buying the National Security gist that is out there?

So whilst we are getting “Kelly outlined that while the economy is facing a barrage of issues (geopolitics, trade wars, changing immigration enforcement, and government shutdowns to name a few) one of the key longer-term issues is how the U.S. government is going to pay its bills.” And I like it, because I was right all along and I got to that point 4 years ago. So as it stands this moment is coming within the next three years and do you really think that America’s expansionism is about national security of are there people who are able to get on the train that it is merely about adjusting the maximum limit on the Credit Card of a nation named United States of America. And as we see it Greenland and Canada wants nothing of that. Greed it the smallest and weakest of sins and it never stops showing its hunger and people like PM Mark Carney knows this, which is why he is the perfect choice for Canada at this moment. I reckon that when the implosion of America becomes fact the Canadian people will get him his own statue and I already know the place, Berczy Park overlooking the Financial district of Toronto. Because if Canada gets out of this near unscathed a statue is the least Canada can do for him. 

So feel free to question your media and for all those people stating that USA can never go broke, consider that no nation ever had over 37 trillion in debt and the interest is slowly giving the USA a starting find of zero. Then there are the bonds that are maturing in 2026. So when and where are they maturing? Because that comes separate from the $1.2 trillion interest bill (according to JP Morgan) I personally thought it was closer to $1.5 trillion, but I am not an expert, so I will gladly give the field to JP Morgan on this. And the media remains silent on the hardships that America called out on itself. 

And there is a second setting (a speculative one) we are given “The economist wrote that in the near term casual speculators may have some reason for optimism. For example, he pointed to tariff revenues raking in significant sums ($31 billion in August, according to the White House) and recent estimates from the CBO and the Committee for a Responsible Federal Budget that deficits for fiscal year 2025 will total 6% of GDP, down from 6.3% last year.” My speculation is that some people, especially on Wall Street figure on the setting that as long as the ship looks good, they look good. It is a speculation by me and of course I could be incorrect, but that is how I see it. But the markers we see (like Venezuela, Canada and Greenland) gives me the idea that I am right. You see, to let the US credit card get more, they need to show more and Venezuela does the to some degree and Greenland and Canada are the closers of America need for greed and greed is the centre piece in all this, which is why I oppose the actions of America. In the second degree I am a Commonwealthian, so I stand with Canada and my Australian side also stands with Queen Mary Of Denmark who originally comes from Tasmania. So I have two reasons to not give America any consideration here. 

But in all this the overwhelming issue is the media who is shunning what should be reported and I reckon that several stakeholders are seemingly poisoning the well of information. I reckon that the need comes more and more in focus to list those people and shame them on the wall of visibility. Because there is only so much that these people are allowed to get away with, but that is merely me thinking this. Others might have a not so outspoken view on the matter. 

Have a great day.

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Dropped balls

There are several balls that have been dropped by a whole range of entities (cannot call them people) and there is a larger setting. 

First there is Bioware with an at some point appearing Mass Effect and I wrote about the options of a remade and remastered Mass Effect 45 where you get Mass Effect 5 as well as an upgraded and ‘corrected’ Mass Effect 4. I did this in 2018 (might have been 2019) but it was over 6 years ago and I get that AAA games take time, especially if they are done in Unreal engine 5, that sucker takes heaps of precision, especially in the setting that Mass Effect has (and their is need for precision here) and that is merely the first. Then there is need for pointing out several matters. You see, Google with whatever version they are working gives when we ask for “Intelligence UAE” (I was apparently looking for SIA) but I got 

Now consider that the UAE is one of the safest countries in the world, as such, we have an issue. Yet when I ask for “UAE safety 2025” I get: 

Now consider that I ask this in 2025 and then try to question the first setting. As I have always said AI does not exist and the current Near Intelligent Parsing (NIP) that is managed by software engineers (programmers) and the setting we see here in Google is equally questionable by all who cater in the AI field. I also made mention of this in ‘And Grok ploughed on’ on November 27th (at https://lawlordtobe.com/2025/11/27/and-grok-ploughed-on/) a setting that many aren/t looking at, all whilst the people at large need to recheck everything some NIP solution is and gives, whilst most of these are quite literally riddled with bugs (also called programmer features).

It started as I was curious about Project Raven (I knew nothing of this about 24 hours ago), I am not completely dim to that setting as Wiki gives us “Project Raven was a confidential initiative to help the UAE surveil other governments, militants, and human rights activists. Its team included former U.S. intelligence agents, who applied their training to hack phones and computers belonging to Project Raven’s victims. The operation was based in a converted mansion in a suburb of Abu Dhabi in Khalifa City nicknamed “the Villa.”” I know that Wiki isn’t the most reliable ever, but at present it is more reliable then the press and the media, but what I needed to learn were names, namely Karl Gumtow and Cyberpoint. Basically as I am also looking for a job, and there was word that they were operating in Australia as well (which was proven to be incorrect). 

But there was a setting that places like LinkedIn never considered, the NIP setting of connected business and whilst we can call this a dropped ball, the setting is clear. These companies can never be found by some as the short sighted LinkedIn people are still on the page of “Are you hiring at present?” And they ask it of people who never hired in the first place, as well as flooding the mail system because that is a metric that they can measure (and it is utterly useless). 

But that setting is out there, so perhaps a competitor of LinkedIn could step in? Considering that Saudi Arabia is advertising that they have over 3000+ available positions (source: Arab News) and not just them, ADNOC is also hiring, but people need to know this and that is a filtered setting. There might be a reason that these two firms are merely looking for local staff, but as I see it, companies in the Netherlands, Germany, Belgium and perhaps France is looking for people they cannot find. As such as I personally see it, LinkedIn dropped the ball there as well. 

Then we get numerous places, outside of the gaming industry and the tech industry Some give us jobs like Healthcare (Nurses, Aged Care, Support Workers), Technology (Data Scientists, IT, AI/ML Specialists, Cybersecurity), and Trades/Construction (Electricians, Plumbers, Managers), so where is that knowledge going to? Let’s confront places like Canada, who is short on a lot of them and where is the offer for UK people, apparently they have an unemployment that recently rose to 5.0% (as of September 2025), its highest level in years, with 1.79 million people jobless. As such where will they go? If they do not want to go anywhere, that is fine, but in this stage, where people either accept jobs in other places or drown in rising cost there is a new setting, one that approaches the great depression (1929 to 1939) in that stage people would travel for days. By 1933, the U.S. unemployment rate had risen to 25%, about one-third of farmers had lost their land, and 9,000 of its 25,000 banks had gone out of business. People would travel to other states to get a job and support their families. It was not uncommon for people to hobo to California or Texas to find a job and send dollars home to keep their families safe. As I see it, these days are returning and people will Tavel all over the EU to get the same, or even go to the lands of opportunity like the UAE and see what can be gotten there. We aren’t in that stage yet, but that stage is just around the corner, especially for America as it is (apparently) “The US is experiencing significant job losses in late 2025, with layoffs reaching a five-year high, exceeding 1.17 million by November, driven by high inflation, interest rates, corporate corrections after pandemic hiring, and AI adoption, impacting sectors like tech, retail, and government, leading to a tougher job market with fewer new jobs and lower seasonal hiring.” I might seem low when the population if over 335 million, but that doesn’t matter to those who lost their jobs and these raking in the money handing out jobs (like recruitment company) and they are merely Direct Mailing all over the place to get their revenue. There is a larger need that is clear in Australia, Canada, New Zealand, United Kingdom, and several other places. 

As I personally see it, they are all in the mindset of “How can I get the same revenue for less work” instead of “How can I achieve more” because the second setting cleanses the Job loss setting and I am not saying that it solves everything, perhaps not even anything, but the lack in the mindset is the new prepared mind, which is currently not preparing at all.

And when you think that the US job losses are high now, consider what happened in 2026 when the impact of snowbirds is truly seen on the balance sheets in Florida and California. I reckon that in 2026 San Diego will face a massive job loss percentage and that is before the B&B that will go bankrupt in California as well as Florida hits US administration records. The Trump administration is losing more and more and as I see it, those waves will hit faster and faster in 2026. In the meantime there is every chance that Canada will be the next El Dorado, right in the middle of the snow as that is where fresh drinking water is found, America lost that setting too, because as I see it, no real investigation had been made for close to 10 years and whatever we see is a mere “Generally safe” and that it is the homeowners duty to check their wells. But no one is looking how the groundwater are impacted by chemicals and there is (as far as I can tell) no real investigation there. 

All balls that are dropped, some merely impact individuals and some impact whole population. All whilst places like Australia, Canada and New Zealand have larger settings to truly check these numbers. Did I show too much balls here? (Sorry, intentional grammar folly) The balls we see are not always the balls we care about, but they need to be shown to show that there is a larger failing and it is a very global failing. A setting we all saw coming, but it wasn’t our responsibility and it was not on our plate. Newsflash! The media isn’t doing its job and as such we need to have a wider look at things that COULD affect us, our families and our loved ones. 

Have a great day, except Vancouver and Toronto where I have to say “have a great yesterday”, my personal ever ready time travel jokes remain. 

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Driving the herds

OK, I am over my anger spat from yesterday (still growling though) and in other news I noticed that Grok (Musk’s baby) cannot truly deal with multidimensional viewpoints, which is good to know. But today I tried to focus on Oracle. You know whatever AI bubble will hit us (and it will) Oracle shouldn’t be as affected as some of the Data vendors who claim that they have the golden AI child in their crib (a good term to use a month before Christmas). I get that some people are ‘sensitive’ to doom speakers we see all over the internet and some will dump whatever they have to ‘secure’ what they have, but the setting of those doom speakers is to align THEIR alleged profit needs to others dumping their future. I do not agree. You see Oracle, Snowflake and a few others offer services and they are captured by others. Snowflake has a data setting that can be used whether AI comes or not, whether people need it or not. And they will be hurt when the firms go ‘belly up’ because it will count as lost revenue. But that is all it is, lost revenue. And yes both will be hurting when the AI bubble comes crashing down on all of us. But the stage that we see is that they will skate off the dust (in one case snow) and that is the larger picture. So I took a look at Oracle and behold on Simple Wall Street we get ‘Oracle (ORCL) Is Down 10.8% After Securing $30 Billion Annual Cloud Deal – Has The Bull Case Changed?’ (At https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-is-down-108-after-securing-30-billion-annual-clo) With these sub-line points:

So they triple their ‘business’ and they lose 10.8%? It leads to questions. As I personally see it, Wall Street is trying to insulate themselves from the bubble that other (mostly) software vendors bring to the table. And Simply Wall Street gives us “To believe in Oracle as a shareholder right now is to trust in its transformation into a major provider of cloud and AI infrastructure to sustain growth, despite high debt and reliance on major AI customers. The recent announcement of a US$30 billion annual cloud contract brings welcome long-term visibility, but it does not change the near-term risk: heavy capital spending and dependence on sustained AI demand from a small set of large clients remain the central issues for the stock.” And I can get behind that train of thought, although I think that Oracle and a few others are decently protected from that setting. No matter how the non existent AI goes, DML needs data and data needs secure and reliable storage. So in comes Oracle in plenty of these places and they do their job. If 90% business goes boom, they will already have collected on these service terms for that year at least, 3-5 years if they were clever. So no biggy, Collect on 3-5 years is collected revenue, even if that firm goes bust after 30 days, they might get over it (not really). 

And then we get two parts “Oracle Health’s next-generation EHR earning ONC Health IT certification stands out. This development showcases Oracle’s commitment to embedding AI into essential enterprise applications, which supports a key catalyst: broadening the addressable market and stickiness of its cloud offerings as adoption grows across sectors, particularly healthcare. In contrast, investors should be aware that the scale of Oracle’s capital commitment brings risks that could magnify if…” OK, I am on board with these settings. I kinda disagree, but then I lack economic degrees and a few people I do know will completely see this part. You see, I personally see “Oracle’s commitment to embedding AI into essential enterprise applications” as a plus all across the board. Even if I do believe that AI doesn’t exist, the data will be coming and when it is ironed out, Oracle was ready from the get go (when they translate their solutions to a trinary setting) and I do get (but personally disagree) with “the scale of Oracle’s capital commitment brings risks that could magnify if”. Yes, there is risk but as I see it Oracle brings a solution that is applicable to this frontier, even if it cannot be used to its full potential at present. So there is a risk, but when these vendors pay 5 years upfront, it becomes instant profit at no use of their clouds. You get a cloud with a population of 15 million, but it is inhabited by 1.5 million. As such they have a decade of resources to spare. I know that things are not that simple and there is more, but what I am trying to say is that there is a level of protection that some have and many will not. Oracle is on the good side of that equation (as is Snowflake, Azure, iCloud, Google Gemini and whatever IBM has, oh, and the chips of nVidia are also decently safe until we know how Huawei is doing. 

And the setting we are also given “Oracle’s outlook forecasts $99.5 billion in revenue and $25.3 billion in earnings by 2028. This is based on annual revenue growth of 20.1% and an earnings increase of $12.9 billion from current earnings of $12.4 billion” matters as Oracle is predicting that revenue comes calling in 2028, so anyone trying to dump their stock now is as stupid as they can be. They are telling their shareholders that for now revenue is thimble sized, but after 2028 which is basically 24 months away, the big guns come calling and the revenue pie is being shared with its shareholders. So you do need brass balls to do this and you should not do this with your savings, that is where hedge funds come in, but the view is realistic. The other day I saw Snowflake use DML in the most innovative way (one of their speakers) showed me a new lost and found application and it was groundbreaking. Considering the amounts of lost and found is out there at airports and bus stations, they showed me how a setting of a month was reduced to a 10 minute solution. As I saw it, places like Dubai, London and Abu Dhabi airport could make is beneficial for their 90 million passengers is almost unheard of and I am merely mentioning three of dozens upon dozens of needy customers all over the world. A direct consequence of ‘AI’ particulars (I still think it is DML with LLM) but no matter the label, it is directly applicable to whomever has such a setting and whilst we see the stage of ‘most usage fails in its first instance’ this is not one of them and as such in those places Oracle/Snowflake is a direct win. A simple setting that has groundbreaking impact. So where is the risk there? I know places have risks, but to see this simple application work shows that some are out there showing the good fight on an achievable setting and no IP was trained upon and no class actions are to follow. I call that a clear win.

So, before you sell your stock in Oracle like a little girl, consider what you have bought and consider who wants you to sell, and why, because they are not telling you this for your sake, they have their own sake. I am not telling you to sell anything. I am merely telling you to consider what you bought and what actual risks you are running if you sell before 2029. It is that simple.

Have a great day (yes Americans too, I was angry yesterday), These bastards in Vancouver and Toronto are still enjoying their Saturday. 

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