Billionaire industrialist Dangote launches $2.5 billion Namibia fuel storage project
$RKLB / $IRDM: Iridium today announced a strategic partnership with SKYWAVE, a global leader in industrial IoT connectivity, devices and enablement solutions for mission-critical assets, to help heavy equipment manufacturers build and scale more resilient connected equipment services across global operating environments.
The integrated solution supports a wide range of connected equipment applications for OEMs, including remote monitoring, diagnostics, predictive maintenance, service support, and the modernization of existing connected equipment fleets.
The partnership initially focuses on heavy equipment manufacturers, with the underlying architecture designed to support additional industrial verticals where assets operate globally, remotely, or beyond the reach of terrestrial networks.
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VIDEO | Vadodara, Gujarat: Gujarat Deputy Chief Minister Harsh Sanghavi attended a meeting with leading industrialists in support of BJP candidate Satish Patel's campaign for the Manjalpur Assembly by-election. The interaction focused on engaging with the city's business community and discussing Vadodara's development and growth prospects.
(Full video available on PTI Videos -
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Here is why $NXPI interests me as a Physical AI investment.
The existing business is recovering
1 - Automotive revenue grew 12% YoY in Q2. Industrial & IoT grew 38%.
2 - Profitability is improving with it. Adjusted operating margin reached 35.1%, up 310 bps YoY.
3 - It can fund the next opportunity Q2 free cash flow was $791M, or 22.6% of revenue.
Physical AI gives those industrial relationships somewhere else to go. Customers adding vision and local decision-making also need reliable control and secure communication. NXP already supplies those functions.
I see a way to participate in more intelligent machines through a business that is generating substantial earnings and cash today.
More customer volume supports the recovery. Winning a larger role in each machine would add another source of growth.
One concern is how durable the recovery is. Automotive still accounts for roughly 55% of sales. Weaker vehicle demand or another round of customer inventory cuts could slow orders, while pricing pressure eats into profitability.
Those are real risks to earnings and the stock, even with the longer-term Physical AI opportunity.
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Politics is a facade - orders come from above. ☝️
This is a global trade reset and has very little to do with suits in White buildings and Grannies in blue jackets.
This is the industrialist’s renegotiating world trade by seizing leverage and resources via trade routes.
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“One of the reasons why I am in favor of less government is because when you have more government, industrialists take it over, and the two together form a coalition against the ordinary worker and the ordinary consumer.”
— Milton Friedman
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Why billionaire fortunes from the 80s no longer exist.
Because the second & third generation inheritors of wealth stop allocating capital efficiently.
The industrialist builds & the nepo baby gets stuck in guilt & status games.
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New ‘Die Hard’-inspired poster for ‘MUTINY’, a new action thriller starring Jason Statham.
The film follows a man who is framed for the murder of his billionaire industrialist boss and must go on the run.
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On West Bengal Day,my pranams to the pillars of the Bengali Hindu Homeland Movement-
Astrophysicist Meghnad Saha,linguist Suniti Kumar Chattopadhyay, historians R.C. Majumdar, Jadunath Sarkar, industrialist G.D. Birla.
SPM led the movement,they gave it strength.
জয় বঙ্গ!
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