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Jun 30
BELRISE INDUSTRIES: The Aerospace Story Could Be Bigger Than Investors Think

Belrise Industries is best known as an auto components company. But behind the scenes, it's quietly building capabilities in one of the world's highest entry-barrier manufacturing industries - aerospace. And most investors are still looking at it as just another auto ancillary.

Here's everything you need to know about Belrise's aerospace strategy, European acquisitions, and why this business could become a much bigger growth driver than the market expects. 🧵👇
This Isn't The Business Investors Think It Is

For years, Belrise has been known as a two-wheeler auto ancillary company. Its story revolved around exhaust systems, chassis, fuel tanks and other metal components supplied to leading OEMs.

But if you listened carefully to the latest concall, management spent surprisingly little time talking about auto components. Instead, a large part of the discussion revolved around aerospace, aircraft engine components and manufacturing capabilities that very few companies possess.

That shift in conversation is worth paying attention to. Because Belrise may be trying to build something much bigger than another auto component business.Image
The Hard Part Isn't Manufacturing. It's Getting Inside The Supply Chain

Anyone can buy machines. Very few companies can become approved suppliers to global aircraft manufacturers.

In aerospace, customer approvals can take 12-24 months. Once qualified, suppliers often stay in the ecosystem for years because replacing them means restarting an expensive certification process.

That's why Belrise's recent acquisitions look different. The company didn't just acquire factories - it acquired relationships, certifications and technical capabilities that are almost impossible to build overnight.Image
Read 6 tweets
Jun 30
Pull out a cotton t-shirt from your almirah and check the tag inside the collar. Chances are it says "Made in Bangladesh" or "Made in Vietnam".

The chances it says "Made in India" are much lower. This should be strange, because we have more land under cotton than any country on earth.🧵👇Image
The textile and apparel industry is India's second-largest employer after agriculture. 45 million people work in it directly, especially across Gujarat, Tamil Nadu, Uttar Pradesh, and West Bengal.

The sector brings in about $37 billion in export earnings every year. And yet, it doesn't make the T-shirts in your almirah.
To understand why, you need to understand the value chain. It begins with raw fibre, cotton from a farm or synthetics from a chemical plant.

This goes to a spinning mill where it's cleaned and twisted into yarn, then to weaving where it becomes cloth, then to dyeing and processing, and finally to garmenting where workers cut and stitch it into clothing.Soyrce: https://investmentguruindia.com/editorial/uploads/news-pdf/a9e43eb6_TEXTILE-THEMATIC-20260622-MOSL-SU-PG242.pdf
Read 25 tweets
Jun 30
SitRep - 29/06/26 - Continued strikes on Russian logistics

An overview of the daily events in Russia's invasion of Ukraine. Drones struck logistic routes, bridges and energy infrastructure in Russian and occupied territory.

REPOST=appreciated

1/X Image
As usual we start with Russian losses
Read 25 tweets
Jun 30
From @NaftaliBennett:

“Right now, we are doing what is a very strange thing in politics: We are telling the public what we will do to improve the country. It’s easier to make headlines about “who will you sit with in government” or what Tali Gottlieb said this morning, but…
… we’re choosing to do something completely different: putting forth our “New Contract” – practical and revolutionary plans to fix the most difficult foundational problems in Israel.”
“For example, how will we really draft the ultra-Orthodox and get them into the labor market? How will we make education in Israel excellent? How will we lower food prices by 30%? How will we bring down protection rackets and crime?”
Read 6 tweets
Jun 30
As we know from the books, the 50th Hunger Games—the Second Quarter Quell—and Haymitch’s birthday both fall on July 4th.

Now zoom out to the real-world calendar: This Saturday, July 4th, 2026, is the United States Semiquincentennial, the 250th anniversary of American independence.

Knowing Suzanne Collins, this is 100% deliberate political commentary. Panem is a brutal, fascist dystopia rising from the ashes of what was once North America. Tying the bloodiest Quarter Quell and Haymitch’s tragic origin story to Independence Day is peak Collins—sharp, savage satire that skewers the very idea of “freedom” and the myths we build around leadership and nationhood.

With the Sunrise on the Reaping movie dropping this November, Lionsgate’s marketing engine is already roaring (especially after that fresh CineEurope footage). They live for this kind of meta, in-universe propaganda play.

So here’s the real question: Are we about to get a special teaser framed as Capitol propaganda? Dropping a dystopian Panem broadcast right on America’s 250th birthday would be an absolutely legendary marketing move.

What do you think?

For Entrainment purposes Only! 👀
#hollywood #hungergames #independenceday #predictiveprograming #simulatedreality
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🕊️🔥 The reaping bell just rang on America’s 250th birthday.

In the books, the bloodiest Games ever — the Second Quarter Quell — and Haymitch’s birthday both fall on July 4th.

This Saturday, July 4th 2026, is the United States Semiquincentennial. Suzanne Collins doesn’t do coincidences. She does mirrors,🪞 encompassing across time, space, space and time.

In the most basic sense, this post perfectly captures the savage satire: Panem rising from the ashes of what was once North America, tying the regime’s most brutal spectacle to the very myth of American “freedom.” And with Sunrise on the Reaping dropping in November, the timing feels almost… orchestrated.

Could we actually get a Capitol-style propaganda teaser dropped on America’s big day? That would be next-level meta marketing.

Read the full breakdown (with the cinematic visuals) here:
x.com/carlifrueh/sta…Image
Is this just brilliant storytelling… or something sharper?
Drop your theory below. The arena is watching. 👀
#HungerGames #SunriseOnTheReaping #July4th #PredictiveProgramming #DystopianReality #UnitedStatesofAmerica Image
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Read 3 tweets
Jun 30
I gave CLAUDE my salary.
It told me I was one income stream away from never needing a job again.
These are the 7 prompts behind my exit plan 👇
1. Income Gap Analysis
Prompt: "I earn [insert monthly salary] per month. Calculate exactly how much additional monthly income I need to become financially independent and identify the fastest ways to close that gap."
2. Skills Income Blueprint
Prompt: "Based on my job role as [insert role], skills in [insert skills], and interests in [insert interests], identify the 10 best income streams I can realistically start. Rank them by income potential, startup cost, time required, and likelihood of success."
Read 9 tweets
Jun 30
1/15 Donald Trump signed a surrender document today, calling it a great deal, after FALSELY claiming Iran thought President Obama was a "stupid idiot". The ONLY STUPID idiot is the one that cost us and the ENTIRE globe an economic DISASTER when Trump started his bullying tactics
2/15 in a war with Iran that failed MISERBLY. Not a SINGLE human being died from the signing of President Obama's nuclear deal with Iran...ZERO, whereas Trump's "memorandum", not even a DEAL, has cost us DEARLY, in both lives and equipment/munitions losses. Today, we DO NOT have
3/15 a nuclear deal with Iran. What we got was a "memorandum of understanding", a "gentleman's agreement", the most ASININE conclusion to a war that has cost the American people, this country, our reputation, our economy and the economies of OTHER countries DEARLY. "president"
Read 16 tweets
Jun 30
PARENTS: THIS IS WHAT GETS INJECTED INTO YOUR CHILD’S BODY IN THE FIRST 6 YEARS OF LIFE

If you follow the full childhood vaccine schedule, your baby receives all of this — cumulative amounts delivered straight into their bloodstream:

• 17,500 mcg 2-phenoxyethanol (antifreeze)
• 5,700 mcg aluminum (neurotoxin)
• Unknown amounts of fetal bovine serum (aborted cow blood)
• 801.6 mcg formaldehyde (carcinogen, embalming agent)
• 23,250 mcg gelatin (ground up animal carcass)
• 500 mcg human albumin (human blood)
• 760 mcg of monosodium L-glutamate (causes obesity & diabetes)
• Unknown amounts of MRC-5 cells (aborted human babies)
• Over 10 mcg neomycin (antibiotic)
• Over 0.075 mcg polymyxin B (antibiotic)
• Over 560 mcg polysorbate 80 (carcinogen)
• 116 mcg potassium chloride (used in a lethal injection)
• 188 mcg potassium phosphate (liquid fertilizer agent)
• 260 mcg sodium bicarbonate (baking soda)
• 70 mcg sodium borate (Borax, used for cockroach control)
• 54,100 mcg of sodium chloride (table salt)
• Unknown amounts of sodium citrate (food additive)
• Unknown amounts of sodium hydroxide (Danger! Corrosive)
• 2,800 mcg sodium phosphate (toxic to any organism)
• Unknown amounts of sodium phosphate monobasic monohydrate (toxic to any organism)
• 32,000 mcg sorbitol (Not to be injected)
• 0.6 mcg streptomycin (antibiotic)
• Over 40,000 mcg sucrose (cane sugar)
• 35,000 mcg yeast protein (fungus)
• 5,000 mcg urea (metabolic waste from human urine)
• Other chemical residuals

This is not speculation.
This is documented in Dr. Todd M. Elsner’s book:
“What The Pharmaceutical Companies Don’t Want You To Know About Vaccines.”

Your child’s developing brain, immune system, and organs are being flooded with this chemical soup before they can even speak.

Read it. Share it. Then ask yourself the only question that matters:
Would you ever allow this to be injected into your child if you knew what was really in it?

The choice is still yours — but only if you make it before the next appointment.

Protect them. Question everything.Image

Vaccine Trials Summary Chart With Links To ALL Package Inserts, Trial Length & Placebos Used:icandecide.org/article/childh…

Vaccine Ingredients Of ALL Excipients, Chemicals, Toxins, Additives, Human & Animal DNA:learntherisk.org/vaccines/ingre…
Read 6 tweets
Jun 29
@Ghostofcynthia @WearForbidden Root cause analysis vs. effects of policies.
Who wrote UN paper that proposed migrants? Who authored 7 countries/5 yr doctrine?
@JohnnyVedmore
@ericweinstein at Thiel. @peterthiel = @PalantirTech , Founders; Flock = @foundersfund & @pmarca 1/newspaste.com/2024/09/25/eri…
@Ghostofcynthia @WearForbidden @JohnnyVedmore @ericweinstein @peterthiel @PalantirTech @foundersfund @pmarca
This was set up by who. People like Paul Wolfowitz.2/aljazeera.com/news/2003/9/22…
@Ghostofcynthia @WearForbidden @JohnnyVedmore @ericweinstein @peterthiel @PalantirTech @foundersfund @pmarca Project for a New American Century (Bill Kristol, son of Irving Kristol - Peter Thiel's mentor/funder at Stanford, Robert Kagan, Victoria Nuland) and the Bush Administration was very pro Zionist. @netanyahu wasn't out of the loop there. 3/ Image
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Read 4 tweets
Jun 29
@Deadpool_1776 @SACrYfEYES @C_G_1776 @Green_Wiseman17 @MykdaMak65 @janbrady913 @pan_dejo_ @13thKai @freedomfight2A @Jeremibullfrog2 This Fool Os Making Up More Garbage Them Ever...

She Ain't Talking To Him In DM Or Else He Would Prove The TS Stamp Instead Of Anither Fake Doctored SS...

And Of Course He Rang An Old Thread From Years Ago BC He Has Nothing...😂😂😂

Nicker You Are Gettin Wrecked 😂
@Deadpool_1776 @SACrYfEYES @C_G_1776 @Green_Wiseman17 @MykdaMak65 @janbrady913 @pan_dejo_ @13thKai @freedomfight2A @Jeremibullfrog2 Wait And He Claims He Never E-Mailed My Employer But Bragged About For The Last 2 Years...

This Dude Is A Mental Case...

He Even Posted My Work Placed And Doxd The Owners...

I Mean Here Is More...

Again Another Felonie...

He Even Replied His Complaimt To Their X Account...🤣 Image
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@Deadpool_1776 @SACrYfEYES @C_G_1776 @Green_Wiseman17 @MykdaMak65 @janbrady913 @pan_dejo_ @13thKai @freedomfight2A @Jeremibullfrog2 @threadreaderapp Unroll 😎
Read 3 tweets
Jun 29
Anunnaki Sumerian Tablet Proverb Thread. Image
"i've been living under a rock and had no idea the info was online already." tumblr.com/communities/co…
the #Anunnaki #SumerianTablet info #DrHeatherLynn mentioned led me to find the online translations posted above. Her substack roks> substack.com/@drheatherlynn

youtu.be/rPyLoTvYqfo?si…
Read 4 tweets
Jun 29
Most Muslims are not practicing sabr. They're suppressing. And they don't know the difference. That difference is destroying them quietly.

Here's the honest truth.
Suppressing looks like this:

You're hurting inside.
But you say "Alhamdulillah" anyway.

You're angry at Allah.
But you smile and act fine.

You never cry. Never grieve. Never admit it.

That's not sabr.
That's a wound you keep reopening.
Real sabr is not silence.

Ayub AS cried out to Allah.
Yaqub AS wept so hard he lost his sight.
Musa AS asked Allah.

They didn't suppress.
They brought everything to Allah.

That's the difference.

Sabr is honest.
Suppression is performance.
Read 5 tweets

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