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"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze
"BlackDiamonds Are Forever": How To Profit From The China-Driven Germanium Squeeze
Piper Sandler initiated coverage of LightPath Technologies with an "Overweight" rating and a 12-month price target of $15, citing the defense supplier's proprietary BlackDiamond infrared glass, which completely "circumvents" the need for Germanium amid "significant cost increases and scarcity stemming from recent Chinese export controls."
Clarke Jeffries, vice president and senior equity research analyst at Piper Sandler, specializes in industrial software and defense technology. In a note titled "BlackDiamonds Are Forever," Jeffries outlined the core value proposition underpinning LightPath's investment...
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Feb 14, 2026 / Tyler Durden
"Billion Dollar Movie In One Prompt": AI Disruption Crosshairs Hone In On Hollywood Studios
"Billion Dollar Movie In One Prompt": AI Disruption Crosshairs Hone In On Hollywood Studios
AI-driven equity disruption was everywhere this past week, spreading like wildfire beyond software into insurance, commercial real estate, financials, shipping, wealth management, and likely many more industries in the coming trading sessions.
One industry in the crosshairs of AI disruption is Hollywood. Some of the publicly traded studios include The Walt Disney Company, Warner Bros. Discovery, Paramount Global, Sony Group Corporation, Netflix, Lionsgate, and others.
On Friday, Axios reported that the Walt Disney Company sent a cease-and-desist...
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Aug 11, 2026 / Tyler Durden
Judge (Partly) Rejects Minnesota Bid To Block Trump Admin Title IX Rules On Trans Students
Judge (Partly) Rejects Minnesota Bid To Block Trump Admin Title IX Rules On Trans Students
Authored by Kimberley Hayek via The Epoch Times,
A federal judge on Monday largely dismissed Minnesota’s lawsuit challenging the Trump administration’s interpretation of Title IX, the 1972 law that bars sex discrimination in federally funded education programs and activities.
U.S. District Chief Judge Eric Tostrud of the District of Minnesota ruled that most of the state’s claims fell short.
Minnesota had argued that the administration violated the Administrative Procedure Act and the 10th Amendment by determining that the...
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Apr 3, 2026 / Joshua Mawhorter
Barter, Media of Exchange, and Colonial America
Despite the claims of the chartalists and modern monetary theory advocates, early American monetary history tells a much different story. In fact, much of the historical evidence illustrates Menger’s theory.
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