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04-06-26  panasonic

Intc calls flying, apparently there is an helium play in it.

04-06-26  panasonic

Oops, no "news" for colores:

https://www.yahoo.com/news/articles/china-warns-serious-consequences-further-110109142.html

04-06-26  spal

Sustainability: Technical indicators (moving averages) remain bullish, but the stock has a Beta of 3.11, meaning it is roughly 3x as volatile as the broader market.

Projected Levels: Short-term analyst forecasts and technical "ProPicks" suggest that if the current momentum holds, the stock could target the $9.50 to $16.00 range within the next 3–6 months. However, pullbacks to support levels at $7.20 and $5.60 should be expected during macro volatility.

Verdict: LWLG is a high-conviction "asymmetric bet." The momentum is real and backed by foundational foundry agreements, but the lack of scalable profits makes it a high-risk hold until the first Tier-1 customer "design-in" is officially announced.

Don't chase it

04-06-26  spal

Lightwave Logic Inc. (LWLG) is currently at a critical inflection point, transitioning from a decade-long R&D phase into early-stage commercial validation. The stock has gained significant momentum in early 2026, largely fueled by the "AI interconnect bottleneck"—the industry-wide struggle to move massive amounts of data between AI chips without melting the hardware or exhausting power grids.

04-06-26  spal

LWLG
LIGHTWAVE LOGIC INC

8.82 (+15.14%)

Premarket.

Looking to add.

04-05-26  carib

Jerusalem Post:

While government policy and a majority of top-serving defense establishment figures are in favor of the Iran war having lasted several weeks – some even supporting it lasting longer – and also back major airstrikes and a large invasion and holding of territory for an undefined period in Lebanon, a growing number of current and former top defense officials vehemently dissent.

None of these officials is shy about using force to alter the region’s diplomatic and military realities. But many of them also believe that the government and some of their colleagues have become drunk on believing that every problem can be solved by using military force.

These sources believe this is a fallacy.

04-05-26  panasonic

Savo, uru is in the list, strong contender btw.

04-05-26  carib

First time I passed airport security just with facial recognition.. no need of ID and boarding pass. LGA much better than JFK now.

04-05-26  spal

underscored the importance of resolving issues through dialogue and diplomacy ... while bombing Afghanistan

04-05-26  pillz

Pakistan and Egypt are keeping communications open between Iran and US, source says

Pakistan and Egypt are among the countries channeling communications between US and Iranian officials, a Pakistani official source told CNN on Sunday.

The news comes as US President Donald Trump appeared to set a new deadline for Iran to open the Strait of Hormuz before the United States begins targeting Iranian power facilities. Trump told Axios on Sunday that his special envoys Steve Witkoff and Jared Kushner are in negotiations with Iran.

Pakistan’s foreign ministry said in a social media post on Saturday that Foreign Minister Mohammed Ishaq Dar had spoken with his Iranian counterpart Abbas Araghchi.

During the call, Dar “reiterated Pakistan’s support for all efforts aimed at de-escalation and underscored the importance of resolving issues through dialogue and diplomacy.”

04-05-26  carib

TACO became TAP (Trump always procrastinates)?

04-05-26  savo

if the US starts bombing civilian infrastructure it will become officially the new villain.

I wonder whether the US military should obey instructions to commit war crimes.

04-05-26  spal

Schrödinger's Trump just applied Time Dilation to his deadline ... shifting it from Monday at 8pm EST to Tuesday 8pm EST.

04-05-26  savo

if you want to live peacefully... away from woke... bombs...criminality, government and otherwise.. etc... add Uruguay to your list of destinations... cost of living is in line with the rest of the world... but plots for residential use are very cheap compared to europe o the US.

Children can take care of themselves... as we did in our time.

04-05-26  panasonic

"A lot could go wrong"

I share your concerns amateur, one hand we have China, they put the hardware but Iranians put the skin.

As we experienced in Veni, how many Iranians die or end eating from garbage binds is irrelevant to the CCCP.

On the other hand, Trump will face a political meltdown if number of US causalities hike.

Welcome to "asymmetrical" wars :-(

04-05-26  panasonic

Carib, I know, my case largely concentrated in one place in USA, other passports are up to date.

Deep recession, no riots we can surf it.

Deep recession, riots, we'll have to move.

Huge mess, keep handy Elon Musk's phone number.

04-05-26  carib

Chinese bonds may be reaching a historical turning point, with yields set to climb from record low levels as deflationary pressures ease and expectations for monetary loosening recede.


04-05-26  carib

Panas: places are in EU, North and South America + Caribbean

04-05-26  carib

Savo: we got second passports.. already in the previous century..
my kids are equipped with three or four

04-05-26  victor

Praise be to Allah. :-))

//

Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah. President DONALD J. TRUMP

04-05-26  panasonic

Carib: "I have 3 kids, living in 3 different countries.
Where would my plan B go?"

If those 3 places are liveable, me don't see a reason to activate any plan B.

Case we fall back to 1929 scenarios, go where the lines for a bowl of soup are shorter...

04-05-26  spal

The Rubicon has been crossed.

04-05-26  amateur

Well, its going to be a scary week. A lot could go wrong. But understand that it is inevitable. After so much pain inflicted, leaving Iran damaged but standing, furious, resented and rich would be too risky.

04-05-26  spal

Predicted Outcomes

Outcome A (The "Stone Age" Result): Iran remains a sovereign entity but is reduced to a pre-industrial agrarian state with zero export capability.

Outcome B (The "Internal Reset"): The cascading paralysis triggers a domestic collapse of the regime as the "Self-Sufficiency" model fails to provide water or bread to the urban centers.

04-05-26  spal

Estimated Timeline for Neutralization
You predicted a "mopping up" in less than a week. The data supports a 7-to-10 day window for total offensive neutralization:

Ballistic Missiles: 80% expected to be "deleted at source" or intercepted within 48 hours of the reset.

The "Dark Fleet": Neutralized within 72 hours via mBridge decapitation (financial) and harbor mines (kinetic).

Energy Paralysis: Total grid collapse is expected by Tuesday morning (April 7). Without power, the IRGC’s specialized "precision" manufacturing ceases.

04-05-26  spal

BREAKING: BAPCO refinery ablaze after Iranian missile strike.

The facility recently upgraded to 400,000 barrels per day capacity.

Bahrain's entire refining capability is now burning.

===

I think the order to go may come even sooner ... it will certainly come at the deadline ... no later.

04-05-26  spal

Amateur ... this bluff has been called. The Iranians will now be contained ... permanently.

04-05-26  spal

Sorry Amateur ... I was distracted.

04-05-26  spal

They are going to defend it but they are going to suck it Vic and bear the consequences. Mobile desalination units are on standby and will be helicoptered in.

04-05-26  amateur

Spal, no “industry supporting infrastructure will be decommissioned including Kharg Island. This will happen in less than 48 hours.”:
Do they assume that Iran will not be able to retaliate against arab infrastructure?
Otherwise, damage to oil and gas fields, petrochemical plants, LNG liquefaction capacity could last long.






04-05-26  spal

US forces have rescued the second crew member from the F-15E downed in Iran -Axios

Special forces were deployed on the ground in Iran on Friday and again on Saturday as part of the search and rescue mission; all are now out of Iran.

04-05-26  spal

The Four-Phase Order of Battle

Based on the arrival of the 82nd Airborne and the positioning of the USS Abraham Lincoln and USS George H.W. Bush, the predicted sequence of events is:

Phase I: Kinetic Blinding (H-Hour to H+6): Total suppression of the remaining air defenses and the decapitation of C4I (Command, Control, Communications, and Intelligence) via cyber and electronic pulse strikes.

Phase II: The "Energy Decapitation" (H+6 to H+24): This is the Cascading Paralysis you noted. Targets include the 12 primary power nodes of the national grid and the Kharg Island loading jetties.

Phase III: Structural Demolition (H+24 to H+72): Systematic destruction of the "Industrial Guts"—steel production (already 70% degraded by Israel), drone factories, and missile storage.

Phase IV: The "Anchor" Seizure (Day 4 to Day 7): Deployment of the Marines (MEUs) and the 82nd Airborne to Kharg Island and Bandar Abbas. This isn't "regime change" via occupation; it is "Strategic Foreclosure"—holding the oil valves and ports until the regime accepts the 15-point peace proposal.

04-05-26  spal

The attacks on Kuwait will have caused rage in the White House and any more attacks on Bahrain and you have a local uprising on your hands.

04-05-26  spal

Victor ... yes ... I think so. The deadline is EST 8pm Monday April 6. The order to go will come immediately IMO.

04-05-26  spal

Task Force Scorpion Strike is utilizing the LUCAS drones not just as kinetic weapons, but as "Electronic Sponges."

Phase 1: Mapping the "Kill Web": Swarms of $35,000 LUCAS drones (using VIO/Starshield to bypass jamming) fly into the engagement envelopes of Iran's Bavar-373 and S-300 batteries. Their goal is to force the batteries to "go active"—exposing their thermal and radar signatures.

Phase 2: The "HARM" Wave: Once mapped, the "Anchor" drones or overhead F-35Cs launch AARGM-ER (Advanced Anti-Radiation Guided Missiles) or LUCAS-K (Kinetic) variants.

The Math of Attrition: Every $2M Iranian interceptor used to swat a $35k drone is a strategic loss for Tehran. By the time the 8 PM deadline passes, Iran’s integrated air defense system (IADS) is expected to be "magazine depleted" and structurally "blinded."

04-05-26  victor

spal, This will happen in less than 48 hours.

???

04-05-26  savo

CASH IS KING. BUT PASSPORT IS QUEEN

🇩🇪 Germany quietly changed conscription laws.

Now, any man between 17 and 45 years old needs a permit from the German military to leave the country for more than 3 months.

I've been warning you: a mobility freeze (like what they already did with endless lockdowns) is comparable to a cash seizure.

So if you're a wealthy European, get yourself a Plan B passport and Bitcoin in self-custody.

https://x.com/recouso/status/2040215929968038222


04-05-26  amateur

Spal, the “transparent seas” story seems premature, even counterproductive. Eventually the US should be able to eliminate Iran’s capability to launch missiles and explosive drones. But why announcing it as an achieved success while missiles and drones hit Kuwait? While us airplanes are being downed? While only Iran’s authorized vessels sail Hormuz?


04-05-26  spal

The starshield linked mesh navigation is a masterpiece. The first waves will draw out the locations of the the remaining defense batteries.


04-05-26  spal

The "Cooperative Navigation" in the LUCAS swarm is a masterclass in Asymmetric Engineering. Instead of putting a $50,000 sensor suite in every drone, the U.S. military has adopted a "High-Low" architecture that makes the swarm both affordable and incredibly difficult to kill.

The two primary companies behind this are SpektreWorks (the architect) and SpaceX (the connectivity provider).

1. The Lead Architect: SpektreWorks
Based in Scottsdale, Arizona, SpektreWorks is the primary contractor behind the LUCAS (Low-cost Uncrewed Combat Attack System). They didn't just "clone" the Shahed-136; they rebuilt it around a Modular Open Systems Architecture (MOSA).

Swarm Intelligence: SpektreWorks developed the "Brain" of the LUCAS, which uses a proprietary mesh networking protocol known as MUSIC (Multi-Domain Unmanned Systems Communications).

The "Anchor" Model: SpektreWorks designed the swarm to function in a "Leader-Follower" hierarchy. In a typical swarm of six, only one "Anchor" drone is equipped with the heavy, power-hungry Starshield terminal and the high-precision sensors.

2. The Global Anchor: SpaceX (Starshield)
The cooperative element relies entirely on Starshield, the militarized, encrypted version of Elon Musk’s Starlink.

The Data Bridge: The Starshield-equipped "Anchor" drone maintains a constant, high-speed link to the LEO (Low Earth Orbit) satellite constellation. This link provides the "Global Truth"—the exact GPS coordinates and timing signals that Iran’s electronic warfare (EW) units are trying to jam.

Low Latency: Because Starshield operates in LEO, the latency is low enough (under 30ms) for the Anchor to receive real-time "re-tasking" orders from a remote operator or an AI command center and immediately broadcast them to the rest of the pack.

3. The "Cooperative" Logic: How it Works
The "Purely Blind" drones (the followers) are flying on their MEMS-based INS and Visual-Inertial Odometry (VIO). On their own, they would drift off course within minutes.

Here is the "Secret Sauce" of the cooperative loop:

The Anchor Fix: The Starshield drone gets its exact position from space.

The Relative Mesh: The Anchor drone sends a high-frequency "Heartbeat" to the five followers via the MUSIC mesh network. This heartbeat says: "I am at Coordinate X. Based on my sensors, you five are exactly 20 meters behind me and 10 meters apart."

The Correction: The "blind" drones take this data and use it as a "Measurement" in their Kalman Filters. Even though they can't see the GPS satellites, they "see" the Anchor drone. They treat the Anchor as their own personal GPS satellite, "zeroing out" their internal INS drift.


Waves of Lucas Drones will do most of the work.

04-05-26  spal

Carib - no - but all industry supporting infrastructure will be decommissioned including Kharg Island. This will happen in less than 48 hours.

04-05-26  amateur

“Five bulk carriers and one oil-product tanker joined the four LPG tankers in exiting the Persian Gulf since Friday morning.“
Ironic (or idiotic?) outcome of the war, a previously open sea route becomes an Iranian toll pass.

04-05-26  carib

Is Trump going to nuke Iran?

04-05-26  carib

WASHINGTON, April 4 (Reuters) - Satellite imaging firm Planet Labs said on Saturday it will indefinitely withhold ‌visuals of Iran and the region of conflict in the Middle East to comply with a request from the U.S. government.

04-05-26  carib

Panas: I have 3 kids, living in 3 different countries.
Where would my plan B go?

04-05-26  victor

spal, right.. and meloni is on a trip trying to secure energy.

//

Italy’s Meloni travels to Middle East in bid to ensure access to oil and gas

Italian Prime Minister Giorgia Meloni is on a surprise tour of Arab Gulf states that aims to ensure Rome continues to have access to crucial energy sources in the midst of the war in Iran.

04-05-26  spal

Kuwait is the 2nd largest exporter of Jet Fuel

10% of global jet fuel supply is offline

04-05-26  victor

Four airports in Italy impose restrictions on refuelling

Four Italian airports have introduced restrictions on refuelling due to the limited availability of fuel, according to L’Unione Sarda.

The affected airports are Milan Linate, Venice Marco Polo, Bologna and Treviso.

Air BP Italia, one of the main fuel operators, has issued a bulletin to airlines informing them of the restrictions, the report said, though no specific reason was given for the decision.

It added that refuelling for essential services, such as air ambulances, would continue unaffected.

04-05-26  spal

02:50 AM: Multiple explosions reported over Kuwait City. The Kuwaiti Ministry of Defense confirmed air defense systems (Patriot PAC-3) engaged a mixed swarm of Shahed-136s and Fateh-110 ballistic missiles.

03:15 AM: A confirmed kinetic strike on the Shuwaikh Oil Sector Complex. Verified ground-level footage shows a significant thermal bloom. State news agency KUNA reports "no injuries," but emergency crews are struggling with a multi-unit blaze.

03:45 AM: Sirens activated at Ali Al Salem Air Base. OSINT flight trackers show high-intensity SAR (Search and Rescue) activity in the northern desert. Reports indicate a "persistent loitering threat" targeting the Italian and US garrisons.

04:10 AM: Impact detected near the Doha Desalination Plant. This follows Friday’s damage to a secondary facility. The coastal water-security grid is now under "critical strain."

04-05-26  spal

Iran struck the US Camp Buehring in Kuwait.

The barracks & helicopter storage sites are reportedly on fire, according to NASA Firms satellite.

04-05-26  spal

Iranian drones have struck two power and water desalination plants in Kuwait, causing “significant material damage,” according to the country’s Ministry of Electricity.

Two power generation units have been shut down, though no casualties have been reported.

04-05-26  spal

Energy Headline News
@OilHeadlineNews
·
36m
Iranian drones reportedly struck Kuwait’s Ministry of Oil HQ, setting it on fire

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