I refuse to believe that Fermín López is a player who simply disappears in big games or suddenly produces performances so far below his actual level. Just look at what he does in La Liga. He’s a superstar, doing almost everything on the pitch: playing beautiful football, taking on defenders, scoring from difficult angles and creating chances out of nothing. That’s what makes his performances against big teams so difficult to understand. How can a player score some of the most difficult goals yet miss relatively easy one-on-one chances, like the one against PSG? Sometimes you genuinely wonder if you’re watching the same player. I believe this is more of a mental issue than a footballing one. There’s something holding him back when he faces the biggest teams, perhaps the pressure or fear of making mistakes. If Fermín can overcome that mental barrier and play with the same freedom and confidence he shows in La Liga, I’m convinced he’ll become a decisive player for us in the UCL.

I want to share some of what I have personally experienced in the past few weeks because I believe others who speak out against the Islamic regime in Iran need to understand how these operations work. I am an American-Israeli journalist covering Iran, and I have been repeatedly targeted by sophisticated cyberattacks, attempted espionage, and coordinated online harassment campaigns. Several months ago, the regime’s Ministry of Intelligence publicly designated me an enemy of the regime, placing me second on a list of individuals it considers particularly hostile. In recent weeks, the targeting has escalated significantly. Here is what has been happening: 1. Google has repeatedly warned me that government-backed attackers are targeting my accounts. I have received multiple official Google security warnings involving more than one of my accounts. These are not the first warnings: Google also notified me of government-backed attempts to compromise my accounts in 2024. 2. Someone hacked the X account of an academic I personally know, and used it to lure me into a phishing operation. On September 30, I received a message from the account of Daniel Pipes, an academic I know personally, inviting me to discuss a new project. A woman posing as his assistant subsequently contacted me through email and WhatsApp, arranged a meeting, and sent what appeared to be a Google Meet invitation. When I clicked the link, I was redirected to a suspicious website asking me to sign into my Google account. I refused to enter my credentials. The supposed assistant insisted that the website was their internal server and that it was safe. I refused again. I later contacted the real Daniel Pipes, who confirmed that his account had been compromised and that he had never sent me those messages. 3. Last week, I was targeted with a remote-access Trojan disguised as a copyright infringement lawsuit. An email accusing me of copyright violations on social media directed me to download a file supposedly related to legal proceedings. I suspected it was malicious and did not download it. Examination of the file in an isolated sandbox environment identified what appeared to be Parallax RAT, malware capable of providing attackers with remote access to an infected computer. 4. I have also been subjected to coordinated online character assassination and disinformation campaigns, including activity linked to the IRGC. These campaigns have involved vicious sexist attacks against me, racist attacks against my partner, and the deliberate circulation of false allegations about my political positions and activities. Among the fabrications are claims that I supposedly “vote for Arab parties” in Israel, alongside other invented narratives intended to discredit me and drive wedges between Iranians and Israelis. My message to other journalists, dissidents, activists, and anyone speaking out against the Islamic Republic is simple: take these threats seriously. The people targeting you may not appear as strangers. They may impersonate your friends, colleagues, professional contacts, or legitimate institutions. Their attacks may unfold over days or weeks and involve multiple platforms to establish credibility. Verify unusual requests, even when they appear to come from someone you know. Protect your accounts and be extremely cautious with unfamiliar links and attachments. Cc: @israelpolice

I have always respected Tommy Robinson for his work on the rape gangs - he gave evidence to our inquiry, and it was remarkable to hear his level of knowledge. It contributed massively to our findings. Tommy was fair and balanced. I learnt a lot. He has not been treated fairly by our establishment for many years, and today is the latest example of that. To be honest, I believe it is a disgrace. He was right on the rape gangs. The state was wrong. They want to vilify him for that. The media, the justice system, Labour, the Tories, Farage. It was made very clear to me when I was in Reform that I was not to praise Tommy Robinson publicly. I did regardless. The entire establishment is against him. My view is this - he has done more than any politician to uncover the rape gangs, and for that I thank him.

I previously argued that terminals and IDEs are the wrong interfaces for coding agents. Phones used to be even worse for coding. Typing is slow, screens are tiny, and navigating a codebase is impossible. But we’re no longer writing code by hand. So the iPhone Duo makes sense. What I actually want isn’t a mobile IDE, but a control plane for a fleet of agents: delegating tasks, tracking progress, reviewing their work, occasionally intervening, and even watching them operate my remote computers. I believe foldable phones can unlock an entirely new category of agent-native apps.

i've been running Hermes for 6 months on all kinds of machines and platforms... here's what i believe is the best setup: set up 2 ways to access your agent first, build your Hermes inside the desktop app... you get access to everything through an interface that's really well designed, you can spin up multiple sessions very easily and tweak your agent very fast second, talk to your Hermes through iMessage... for all the daily work where you're just sending instructions for Hermes to run the workflows you built, it's incredibly smooth, feels more natural and looks beautiful i created an iOS Shortcut that opens my conversation with Hermes directly, and added it to my home screen with a custom logo... whenever i tap it i can send Hermes a prompt, zero friction and since i run multiple Hermes setups, i just have multiple icons on my home screen with different names, it works great

I started investing in $NBIS in January 2025. Since then, dozens of smaller "neoclouds" have emerged. Almost every week, someone would ask me why I wasn't investing in one of these smaller players instead. The argument was almost always the same: Nebius was no longer as cheap as when I built my position, while these smaller companies supposedly offered significantly more upside. My answer was always consistent. I wouldn't bet against them. Demand for AI compute was exploding, capital was flowing into the sector, and investor sentiment was overwhelmingly positive. In that environment, even companies with questionable business models could perform exceptionally well. But I also consistently warned that this was an industry with unproven long-term unit economics and significant risks that, in my view, weren't always being adequately reflected in valuations. Buying GPUs is relatively easy when capital is abundant. Building a sustainable, differentiated AI cloud business is something entirely different. It's about having the right team, securing reliable access to power, developing infrastructure at scale, optimizing the total cost of ownership, maintaining access to affordable capital, building the right customer relationships, and ultimately generating attractive returns on invested capital over multiple hardware cycles. Not all "neoclouds" are created equal. Some are essentially intermediaries, relying heavily on third-party infrastructure, external financing, and a favorable pricing environment. Others are building vertically integrated platforms, with greater control over their infrastructure, hardware deployments, networking, software, and overall cost structure. Having a best-in-class engineering team, proprietary technology, established ecosystem relationships, and the ability to execute complex infrastructure projects at scale can create competitive advantages that are much harder to replicate than simply acquiring GPUs and plugging them into a power source. Of course, vertical integration comes with its own challenges, particularly the capital requirements and execution risks involved. But when executed well, I believe it can provide a meaningful edge through greater operational control, efficiency, and better long-term margins. The cost of capital is another critical differentiator. In such a capital-intensive industry, even a few percentage points in financing costs can dramatically change the economics of a project. And we still don't know what those economics will look like once the current supply-demand imbalance eventually normalizes. Being right about the future of AI compute demand doesn't automatically mean you'll be right about the long-term economics of every company trying to meet that demand. That's precisely why I chose to focus on the company I believed was best positioned to build a sustainable business over the long term: Nebius. Its engineering DNA, proven track record of execution, vertically integrated approach, capital allocation strategy, and focus on building a full-stack AI cloud platform were among the key differentiating factors behind my original thesis. I'm not going to go into detail about everything that differentiates Nebius from its competitors here, as I've been discussing those factors extensively since I first invested. The point of this post is simply to explain why I've always been so selective about where I invest within this sector. I never argued that every other "neocloud" would fail, or that their stocks couldn't outperform $NBIS in the short term. In fact, I consistently said the opposite. My point was that not all these companies would emerge as long-term winners, and I preferred owning the business I had the highest conviction in rather than chasing whichever smaller player appeared cheapest or had the most upside on paper. Now, with growing concerns about the sustainability of the neocloud business model and the availability of financing, the market is beginning to pay more attention to some of those risks. And frankly, I think that's healthy. It was never particularly healthy to see companies pivoting from completely unrelated industries into AI infrastructure, without experienced teams, and still managing to raise capital simply to acquire a few GPUs. If the sector begins to consolidate, I actually believe that could strengthen the position of the best-capitalized and most operationally capable players. Weaker competitors scaling back could mean less new capacity coming online, a longer-lasting supply-demand imbalance, and potentially better pricing and margins for those able to continue expanding. Over the long term, I believe the companies with genuine competitive advantages will be in a much stronger position. And to be clear, Nebius isn't immune to any of these risks. This is something I've emphasized in every single article I've written about the company: $NBIS, and this sector as a whole, isn't suitable for every investor. We're talking about an industry with significant uncertainties, where execution will be critical and many questions about the long-term economics remain unanswered. But nothing about the recent debate changes my original investment thesis. I never invested in Nebius because I believed every "neocloud" would succeed. I invested because I believed Nebius had the right differentiating factors and long-term vision to become one of the few sustainable winners in this industry. And I still do.