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Rothschild & Co Redburn initiates on $IREN with a Neutral rating, and $40 price target. They are mildy positive, and especially compared to $NBIS and $CRWV: the implied equity value per GW is a screaming bargain. Not only that, but Rothschild also tracks the buildout, and their conclusions are favourable for $IREN and $CIFR, and not so much for $NBIS and $CRWV. "By considering potential opposition, power infrastructure, air permitting friction and distance to key primary market infrastructure, we derive a scoring rubric to rank the facilities and determine how likely they are to face delays. IREN ranks best on our rubric, while CoreWeave and Nebius rank at the bottom." A bit further, the analysts ranks the companies on a weighted average operator facility score chart. The conclusion is obvious: $IREN and $CIFR have the best quality assets, $CRWV and $NBIS have the worst.

"Russian threat" perception by Germans before the First World War + +

With $40 trillion in debt, a war in the Middle East and rising inflation, the market should've crashed by now. And if it did, your retirement account would drop 30-40% like it did in 2008. But 4 forces built into the system prevent this from happening. Each one explained:🧵First off, for anyone new here, I'm Felix Prehn. I'm an ex investment banker who's watched and learnt how the markets work. Today, I run the Goat Academy, where we've taught 25,000+ students to make informed financial decisions. I also take no sponsors and never have. Now, let's dive in. 1) The Fed steps in every time When the market drops, they print money or cut rates. They've done it since 2008. Right now, they're printing $40 billion a month and calling it reserve management purchases so nobody notices.

1/ Much attention is being paid to the blatant cheating in Russia's State Duma election, but it's less widely appreciated that Russia's constitution is specifically designed to help a 'Main Party' – currently United Russia. ⬇️ https://x.com/nexta_tv/status/2102021778595868769 2/ Russian drone developer Andrey Chadayev highlights how Russia's constitutional design loads the dice in favour of the ruling party: 3/ "Let's return to our Constitution. Thirty-three years have passed since its adoption, and I still find its design perplexing, like "who came up with this?" A bicameral parliament, with the lower house representing parties and the upper house representing federal subjects.

#Breaking Journalist Sudhir Chaudhary tells Delhi High Court that all the posts misidentifying activist Vijay Sherawat as the person who raised slogans of "destroying" Parliament and creating a "Nepal-like situation" in India during the CJP protest have been removed from social media platforms. Chaudhary's counsel made the statement while the court was hearing Sherawat's ₹5 crore defamation case against Chaudhary and DD News. @vijaysherawat5 @sudhirchaudhary #Defamation Senior Advocate Dayan Krishnan appeared for Chaudhary before Justice Tushar Rao Gedela and made the statement. Krishnan said that the decision was taken without prejudice. "I have taken it down on my own, we have taken a conscious decision to take it down," Krishnan stated.Krishnan also told the Court that he had no objection if any directions are passed against social media platforms for the removal of the content.

1/ Russian electricity consumers are likely to be charged an extra fee for protecting and repairing power facilities from Ukrainian drone strikes. Not surprisingly, Russian commentators feel that they're being ripped off with an "air defence tax". ⬇️ https://x.com/angelshalagina/status/2090028634266276161 2/ 'PolitPochta' highlights the plan: "Quietly, a proposal is being made to include the costs of protecting power grids from drones—specifically detection and countermeasures, as well as the repair of damaged facilities—in electricity transmission tariffs." 3/ "While this is currently just a draft proposal from the FAS (Federal Antimonopoly Service), there is little doubt that it will go through... It creates a nearly perfect scheme: a drone hits a substation, and the consumer pays for the repairs.

SitRep - 21/09/26 - Moscow Refinery out of action An overview of the daily events in Russia's invasion of Ukraine. The Moscow Oil Refinery has halted crude processing after both primary distillation units caught fire following Ukraine’s drone attack. REPOST=appreciated 1/X Missed the latest? https://x.com/NOELreports/status/2101928757397201162 As usual we start with Russian losses https://x.com/NOELreports/status/2101929447142125762

10 texts that can turn an innocent conversation into serious tension.

There is something fundamentally wrong with our defence development and procurement system. Once a QR was fielded and Zorawar devp to specs, there is no reason whatsoever to revisit the specs at the trial stage. Armr design is a tradeoff between protection, firepower and https://twitter.com/ksingh_1469/status/2102010780199608466 mobility. An operational assessment is made as to what is expected of the AFV, and specs are decided. In case of Zorawar two specs are key. Weight and amphibious capability. Weight is key because the AFV will be expected to op in marginal terrain and class 30 roads and tracksroads and operational fwd area tracks. It will also not be limited to Ladakh sector but will op all over J&K, Arunachal, and along Bangladesh border. Good mobility low track preassure and high HP to wt ratio is key as also ruggedness and reliability. An AFV of this type will

🚨 CLAUDE CAN HELP YOU BUILD A YOUTUBE CHANNEL FROM ZERO. From choosing a niche to creating content, growing an audience, and planning monetization. Try these 7 prompts 👇 1. Build My YouTube Game Plan Prompt: “Act as an experienced YouTube strategist. Create a step-by-step plan to grow my channel from zero toward monetization. Consider my niche, audience, skills, resources, and goals. Define my positioning, content pillars, formats, posting schedule, growth strategy, retention system, monetization options, and weekly action plan.” 2. Find My Best Niche Prompt: “Act as a YouTube market researcher. Help me choose a profitable and sustainable niche. Evaluate audience demand, competition, search interest, monetization potential, content lifespan, and ways to stand out. Define my ideal viewer, channel identity, content categories, and generate 100 video ideas.”

Supreme Court hears Carnatic Musician TM Krishna's plea challenging the Centre's circular mandating the singing of six stanzas of Vande Mataram and the recent amendment giving Vande Mataram the same status as the National Anthem. Sr Adv Dr S Muralidhar: what they have done...they have introduced the expression 'national song'...but Act does not define what national song is. Justice Bagchi: Nothing can be more strong or positive than American anthem...but American national anthem uses the word 'God' SG Tushar Mehta: Constitutionalism can't be this narrow Justice Bagchi: National song has always been understood as Vande Mataram Muralidhar: You can't thrust and have penal consequences. They were in such great hurry that they didn't think it through. No mention of national song in original law. Justice Bagchi: Penal consequences we will examine but Declaration as national song, we cannot dictate.. CJI: Someone who has read our history, will know what is national song..SG Mehta: Law-making should not be according to Naxalites Muralidhar: He should withdraw this. This is going live. This was unnecessary. Some decorum is to be observed. We don't expect this from law officers S Mehta G: I can repeat what I said. One has to go by law. I said constitution cannot be intrepreted according to Naxalites.. I don't' know why he is taking it otherwise.. Muralidhar: He is again repeating. Now I have to register strong protest!

#KarnatakaHighCourt hears a PIL Challenging the state gov order mandating only the first two stanzas of 'Vande Mataram' be sung at state gov functions. DB of J Anu Sivaraman and J T.P Vivekananda takes up the matter. PIL alleged that state gov order about truncated version of Vande Mataram is in conflict with Union directives.Adv Angad Kamath ( for pet)-PIL concerns rendition of national song 'Vande Mataram'. While union has prescribed it as 6 stanzas, state gov has directed that only 2 stanzas need to be sung. It is an attempt by state to override national song itself