🇮🇩🇨🇳PLA Marines have boarded PPA KRI Brawijaya (320) in Surabaya. This would make it one of my favourite naval pics for PLA this year ----- I absolutely LOVE the Decepticon logo on the main cannon, and they should put it on EVERY SINGLE PLA DESTROYER.

$GOOGL SIGNS 396MW GEOTHERMAL DEAL WITH $FRVO Google signed a 396 MW PPA with Fervo Energy to supply carbon-free power from its Cape Station geothermal project in Utah, expected online in 2028. Google also has an option to add another ~600 MW by June 2030, potentially taking the partnership to nearly 1 GW to support a future Utah data center. The deal expands a partnership that began with Fervo’s Project Red in Nevada and is structured so existing utility customers don’t bear the added power costs.

$SNPS & OPENAI PARTNER ON GPT-SYNOPSYS FOR CHIP DESIGN Synopsys and OpenAI signed a multi-year deal to build GPT-Synopsys, a specialized model that can directly use Synopsys EDA tools for semiconductor design. The model is being designed to handle tasks like PPA optimization, timing closure and verification, with agents running the tools, interpreting results and iterating on designs for engineer review. OpenAI will license Synopsys’ EDA tools, while both companies will share revenue and jointly take the product to market. GPT-Synopsys will run on OpenAI-hosted infrastructure and integrate with Synopsys AI and Synopsys Autopilot. Early customer engagements are already underway.

Bernstein added up binding vs. non-binding deals across a few of the power companies to assess how much demand we see is backed by real orders and $ vs. framework announcements: Tier 1) executed PPA 2) cash-secured reservation 3) master framework with executed tranche 4) non-binding master agreement 5) MOU or LOI PRs & bragawatts <> signed deals with real $ on the line

"It's important we resolve this issue for data centers, because otherwise Elon's going to do it all in space. I think there's a real advantage to doing a lot of it on Earth, because more energy is more wealth. More energy is more abundance. What @ChaseLochmiller (@CrusoeAI) is doing is a great excuse to deploy a ton of energy all around the country. After a PPA is done with a data center, maybe some of these sites just go onto the grid, and suddenly we have a lot more energy in the country. The public should want a lot more energy. I really hope humanity gets this right, because a lot is at stake. Energy is health. Energy is abundance. And we should want it. Otherwise it'll go into space." - @MattLoszak, CEO & cofounder of Aalo Atomics, at @salesforce Dreamforce 2026.

DEERE $DE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.0B (Est. $10.74B) 🟢; +6% YoY 🔹 EPS: $5.10 (Est. $4.71) 🟢; +7% YoY 🔹 Net Income: $1.4B (Est. $1.27B) 🟢; +7% YoY 🔹 Construction & Forestry Sales: $3.6B; +18% YoY Raises FY26 Guide: 🔹 Net Income: $4.75B-$5.00B; from improved guidance 🔹 Large Ag: -15% to -20% 🔹 Small Ag & Turf: Flat to +5% 🔹 Construction Equipment: +5% to +10% 🔹 Compact Construction Equipment: ~+5% 🔹 Global Forestry: -~10% 🔹 Global Roadbuilding: ~+10% 🔹 PPA Net Sales: -~10%; FX +2.5%; Price ~+1.0% 🔹 SAT Net Sales: ~+15%; FX +0.5%; Price ~+1.5% 🔹 C&F Net Sales: ~+20%; FX +1.5%; Price ~+3.0% 🔹 Financial Services Net Income: ~$870M Segment Net Revenue: 🔹 C&F: $3.6B; +18% YoY 🔹 Financial Services: $219M; +7% YoY Other Q3 Metrics: 🔹 Total Operating Profit: $1.9B; +18% YoY 🔹 Operating Cash Flow: $3.3B Comments: 🔸 “As we look ahead, we continue to believe 2026 will mark the bottom of the current ag equipment cycle.” 🔸 “Across our business, early order program trends, improving used-equipment inventories, and increasing customer adoption of our advanced technologies give us confidence that Deere is well positioned for long-term value creation.”

First Phosphate Corp CSE: $PHOS – OTCQX: $FRSPF – OTCQX-ADR: $FPHOY – FSE: $KD0 continues advancing its Bégin-Lamarche project as a differentiated North American phosphate platform focused on the growing LFP battery supply chain. 🔹 Recent high-grade infill drilling confirmed broad, continuous phosphate mineralization across multiple zones, further de-risking the project ahead of feasibility-level advancement 🔹 Unlike traditional fertilizer-focused phosphate peers, FRSPF is positioning Bégin-Lamarche as a vertically integrated source of battery-grade purified phosphoric acid (PPA) for North American LFP batteries 🔹 Strong project economics, improving balance sheet strength, and expanding downstream partnerships continue supporting the company’s long-term strategic positioning Read Dmitry Silversteyn's full report for more detail on drilling results, project economics, strategic partnerships, and valuation outlook. $FRSPF #BatteryMaterials# #LFP# #EVs# #CriticalMinerals# #Phosphate# #EnergyTransition# #Mining# #NorthAmerica# #SmallCaps# #WaterTowerResearch# @FirstPhosphate