China just set the tone 🧵🥈🇨🇳

Thanks to @oriental_ghost

https://twitter.com/oriental_ghost/status/1995397072061976647

1/13
China just printed ATH CLOSES in both key silver venues: SGE + SHFE.

When Shanghai pays up, the “paper price” starts sweating. 🥈🔥

2/13
Dec 1, 2025 (China):

• SGE Ag(T+D) close 13,261 RMB/kg (+5.51%) ≈ $58.34/oz
• SHFE silver close 13,278 RMB/kg (+5.86%) ≈ $58.41/oz

🧵 “Boaz, what you’ve put forth here is a disgraceful draft evasion law. A betrayal of our soldiers.”

From Opposition Leader @YairLapid’s remarks at today’s first hearing of the Foreign Affairs & Defense Committee on the government’s mass draft evasion law

“A betrayal of all who’ve fought and sacrificed these last two years. Over 920 killed and 20,000 wounded physically and psychologically. Today, you’re betraying them.”

“You just spoke about the immense value of Torah study. I accept that. Do you know what’s the number one thing in Jewish history that harmed Torah study amongst the Jewish people? It’s Jews who being murdered.”

SitRep - 30/11/25 - Talks between US and Ukraine in Florida

An overview of the daily events in Russia's invasion of Ukraine. Following the talks in Geneva, Ukrainian and US delegations have continued talks on the revised peace plan.

REPOST=appreciated

1/X

Missed the latest SitRep?

https://x.com/NOELreports/status/1995044601808212046

As usual we start with Russian losses

https://x.com/NOELreports/status/1995044914691018828

$EDU.AX out w/ banger announcement, lifting FY25 guidance substantially - to inline w/ my nos ☺️ - along w/ 13% buyback from Mulpha @ 55c/share.

hotcopper.com.au/threads/ann-fy…

A fair few implications... x.com/puppyeh1/statu…

1) guidance raise. Not hugely surprising to me, but further evidence incremental profits higher again than mgmt was letting on. Despite timing on costs, expect margins to be at a min maintained next yr given this...ie $20mm NPAT next yr is clearly well in play.

2) EPS accretion. They are acquiring 13% of the co at ~5.5x EPS (on FY25 nos, not adjusted for excess cash). Gives you a sense where they think value is.

If my FY26 nos are accurate (ie $20mm NPAT, etc), EPS next yr goes from 13c to 15.7c thru this...

@DataRepublican @pepesgrandma Yes, I recently discovered that the supposed figure of 80,000 Somalis in Minnesota hasn’t changed in years.

Based on my own lived experience, the true figure has to be at lease 3x any government or media statistic.

mncompass.org/topics/demogra…

@DataRepublican @pepesgrandma See also para 3 here.

minnpost.com/community-voic…

@DataRepublican @pepesgrandma @threadreaderapp unroll please

🌐 Amazon Web Services (AWS) – Professional Overview

Amazon Web Services (AWS) is the world’s leading cloud platform delivering 200+ fully featured services that help organizations build secure scalable, and cost-efficient application without the need to manage physical hardware

Core AWS Service Domains

⭐ 1. Compute

⭐ 2. Storage

⭐ 3. Networking

⭐ 4. Databases

⭐ 5. Security & Identity

⭐ 6. Monitoring & Management

⭐ 7. DevOps & Automation

💌 Comment “PDF” for the full guide

Heinrich Himmler’s Full SS Religious Program

A new faith for a new race” – the systematic replacement of christianity with a Germanic, racial-pagan worldview Core Principles (1935–1945)Principle
Himmler’s Stated Goal

.”

1. Christianity = jewish invention
“Christianity is the greatest plague ever inflicted on the Germanic soul.” (Posen, 1943)

2. Churches = political enemies
“The day they oppose us, we will crush them.” (Berlin, 1942)

3. SS = new priesthood
“The SS is the order of the future – guardian of blood and belief.” (Dachau speech, 1936)
4. Gottgläubig = mandatory
All SS men must leave churches and register as Gottgläubig (belief in a higher power outside organized religion).

@michaeldweiss 1).
„On Oct. 19, 2003, Michael D. Sallah [1], a reporter for »The Toledo Blade« newspaper, obtained unreleased, confidential records of U.S. Army commander Henry Tufts.

@michaeldweiss 2).
One file in these records referred to a previously unpublished war crimes investigation known as the Coy Allegation.

@michaeldweiss 3).
To investigate this further, Sallah gained access to a large collection of documents produced by the investigation held at the National Archives in College Park, Md. [2]  [3]”.

🚨𝗣𝗔𝗥𝗧 𝟭: “𝗧𝗵𝗶𝘀 𝗢𝗡𝗘 𝗽𝗼𝗱𝗰𝗮𝘀𝘁 𝗰𝗹𝗶𝗽 𝗰𝗮𝗻 𝗰𝗿𝗲𝗮𝘁𝗲 𝗜𝗻𝗱𝗶𝗮’𝘀 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻𝗮𝗶𝗿𝗲𝘀.”

When @elonmusk told @nikhilkamathcio:
“𝙈𝙤𝙣𝙚𝙮 𝙞𝙨 𝙣𝙤𝙩 𝙩𝙝𝙚 𝙜𝙤𝙖𝙡,𝙐𝙨𝙚𝙛𝙪𝙡 𝙥𝙧𝙤𝙙𝙪𝙘𝙩𝙨 𝙖𝙧𝙚.”

- He exposed the biggest lie Indian entrepreneurs believe.

𝗧𝗵𝗶𝘀 𝘁𝗵𝗿𝗲𝗮𝗱 𝗰𝗼𝗺𝗽𝗿𝗲𝘀𝘀𝗲𝘀 𝟭𝟵 𝗴𝗮𝗺𝗲-𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗹𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗽𝗼𝗱𝗰𝗮𝘀𝘁, 𝘀𝗼 𝘆𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗺𝗶𝘀𝘀 𝘁𝗵𝗲 𝗴𝗼𝗹𝗱 👇

@elonmusk @nikhilkamathcio 𝟭. 𝗧𝗵𝗲 𝗼𝗻𝗹𝘆 𝗿𝘂𝗹𝗲 𝗲𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀 𝗻𝗲𝗲𝗱:

Elon in the podcast:
“𝘼𝙞𝙢 𝙩𝙤 𝙢𝙖𝙠𝙚 𝙢𝙤𝙧𝙚 𝙩𝙝𝙖𝙣 𝙮𝙤𝙪 𝙩𝙖𝙠𝙚.”

This is the formula behind every durable company.
Give insane value → wealth becomes automatic.

Most founders reverse this.

𝟮. 𝗖𝗵𝗮𝘀𝗶𝗻𝗴 𝗺𝗼𝗻𝗲𝘆 𝗸𝗶𝗹𝗹𝘀 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘆

Elon to Nikhil:
“𝙔𝙤𝙪 𝙘𝙖𝙣𝙣𝙤𝙩 𝙥𝙪𝙧𝙨𝙪𝙚 𝙝𝙖𝙥𝙥𝙞𝙣𝙚𝙨𝙨 𝙙𝙞𝙧𝙚𝙘𝙩𝙡𝙮.
𝙔𝙤𝙪 𝙥𝙪𝙧𝙨𝙪𝙚 𝙩𝙝𝙞𝙣𝙜𝙨 𝙩𝙝𝙖𝙩 𝙡𝙚𝙖𝙙 𝙩𝙤 𝙞𝙩.”

Same applies to wealth:
𝗬𝗼𝘂 𝗽𝘂𝗿𝘀𝘂𝗲 𝘃𝗮𝗹𝘂𝗲 → 𝗺𝗼𝗻𝗲𝘆 𝗰𝗵𝗮𝘀𝗲𝘀 𝘆𝗼𝘂.

Bird Construction paid out less in dividends than it reported in profits, but unfortunately it didn't generate enough cash to cover the dividend. simplywall.st/stocks/ca/capi…

The company is owned by Richard Bird who was named in the Duffy Diary and was a VP at Enbridge.

Intratrust connects to Postmedia, Enbridge Risk Management, SNC Lavalin, Jared Kushner, weapons manufacturers, OPP projects with Bird Construction which is owned by Richard Bird a VP with Enbridge etc. I found it with LEI searches.

1/12 WHERE do I begin. FIRST, ALL Afghans who came here from Afghanistan WERE thoroughly vetted, and there were NO secret plane loads of them sneaked into the U.S. by the Biden Administration. It is not the reporter that told you the shooter of the National Guardsman was granted

https://twitter.com/realDonaldTrump/status/1993801758326616561

2/12 asylum in April under YOUR administration who is stupid, it is the moron that held up a photo that showed a plane with a bunch of Afghans crammed into it that is an idiot. That plane you talked about DID NOT come straight to the U.S. as you suggested. It went STRAIGHT to

3/12 Qatar, where they were set up in air conditioned tents where they were given medical exams and a THOROUGH background check BEFORE any of them were EVER allowed to enter the United States. They WERE vetted, DONNY, and if you had half a brain you would have researched it

Policybazaar today has 5,000 Sales personnel and another 2,000 who work in Claims processing.

PB isn’t unique - the entire insurance industry in India employs 1000s of people whose entire job is to write email follow-ups, make phone call follow-ups and format Excel documents.

In fact, for a small 35 person Sales team at my company in 2022 - we had ~2 persons whose full time job was “co-ordination” with insurers, customers and the sales team.

Insurance is one industry where AI can make the biggest dent - PB is leading the charge here ⤵️

What is PB’s edge?

(1) 100% of calls are transcribed into text format which provides a rich training data set for AI Sales agents (per Q4 FY 25 earnings deck)

(2) 16+ years of claims data history - mostly stored in emails & PDFs - this is the perfect starting point to build an AI claims assistant

(3) B2C / digital heavy business where data is shared directly by the customer (via auditable channels) - AI systems are pure GIGO - if your agent mistypes customer info then everything downstream goes wrong from there.

Btw, almost everything in Insurance today has been touched (most unsuccessfully) by the previous generation of RPA - everything will again be re-written in the era of AI automation.

Some specific examples of how PB is leveraging AI:

(1) During the Life Insurance onboarding call via a “liveliness check model”

- This has led to cancellation of ~3.7% of Life Insurance policies booked for various reasons such as fake identity, age misrepresentation, impersonation etc (per Q4 FY 25 earnings deck)

(2) Re-built their tele-calling CRM with several AI features
- These AI features cover everything from lead allocation to smart nudges to intent analysis (per Q1 FY26 earnings deck)
- Previously, calls were being sample for manual audits - now AI does the call audits (scores the caller across various parameters)

(3) In the credit business, they have launched a “DigiAgent” which does screening of leads before handing over to a human agent
- False positives under 1%
- Already 100+ human agents are working with “DigiAgent” (per the earnings call for Q4 FY25)