Restoring Britain Authored by Laura Hollis via The Epoch Times, There’s a revolution brewing across the Big Pond. The British people were already fed up with the Labour government headed by Prime Minister Keir Starmer. And then the man Starmer appointed to be ambassador to the United States—Peter Mandelson—was exposed as having a deep friendship […]
Memory Crunch Will Spark “Tsunami-Like Shock” On Global Smartphone Shipments Readers have been briefed on the emerging global high-bandwidth memory (HBM) supply crunch, driven by soaring data center demand. We have tracked the progression of this theme for months through what seem to be almost weekly developments, ranging from notable institutional research desks and industry
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Key Insights (AI-assisted): By shrinking form factor while extending network reach, Samsara is pushing asset tracking deeper into the long tail of tools and equipment that are typically unmanaged. Combining an industrial Bluetooth mesh with crowdsourced smartphone signals foreshadows a more hybrid, multi-rail location infrastructure across IoT. Embedding AI workflows for incident detection and ROI
Samsara Launches Its Most Compact Asset Tag Yet Read More »
Key Insights (AI-assisted): By aligning low-power LoRa, cellular LPWA, 5G RedCap and satellite/MVNO services in a single portfolio, Semtech is signaling a push toward vertically integrated, multi-bearer IoT stacks. This blurs the line between component vendor and end-to-end connectivity provider, potentially reshaping how OEMs source and manage connectivity. The emphasis on ultra-low-power 5G and edge
Semtech to Showcase IoT Portfolio at MWC26 Barcelona Read More »
Trump’s FTC Takes Up The Fight Against Big Tech Wokeness Authored by Paul Bradford via American Greatness, For years, some of the worst actors in the tech industry were able to do as they pleased without fear of consequence. They could construct monopolies, censor conservatives, and promote wokeness as much as they wanted. But things
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Monster Beverage Corporation (NASDAQ: MNST) reported its earnings results for the fourth quarter of 2025. Net sales increased 17.6% year-over-year to $2.13 billion. Net sales on a foreign currency adjusted basis increased 16.1%. Net income increased 66% to $449.2 million, or $0.46 per share, versus last year. Adjusted earnings per share increased 30.4% to $0.51.
Monster Beverage (MNST) Earnings: 4Q25 Key Numbers Read More »
Chocolate Market Enters New Phase As “Double-Digit Raw Material Deflation” Eases Costs Cocoa prices have collapsed 75% from their 2024 peaks, and Goldman’s latest note points out that the worst of the cocoa shock for chocolate makers may finally be passing after being squeezed by soaring bean costs through 2023, 2024, and into the first
Chocolate Market Enters New Phase As “Double-Digit Raw Material Deflation” Eases Costs Read More »
Key Insights (AI-assisted): Positioning remote eSIM provisioning as a cloud-native workload on AWS signals a structural shift in how connectivity is deployed and operated. It effectively turns core eSIM functionality into a programmable, on-demand service that operators and enterprises can embed into broader IoT platforms. This also accelerates alignment with SGP.32 by normalizing multi-region, low-latency
Anarcho-Tyranny & The UK Grooming Gangs Scandal Authored by Lipton Matthews via The Mises Institute, I recently attended an event at the Prosperity Institute in the United Kingdom, and, as a foreigner listening to the discussion unfold, I found it both unsettling and clarifying. The panel addressed the grooming gang scandal, a subject that remains profoundly uncomfortable
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UK Locks In Critical Minerals Deal With Kazakhstan To Cut Reliance On China UK Foreign Secretary Yvette Cooper has unveiled a critical minerals agreement with Kazakhstan on Thursday as Western governments move to shift supply chains away from China, moving ahead on London’s plans to diversify its critical mineral sourcing. This after the British government in
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