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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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Apr 9, 2026 / Dave DeCamp
The US Knew Iran Ceasefire Deal Included Lebanon
US officials were aware that a statement from Pakistan Prime Minister Shehbaz Sharif on the US-Iran ceasefire that was issued on Tuesday included a truce in Lebanon as part of the deal, according to media reports. The New York Times reported that the US had already seen and signed off on Sharif’s statement before he […]
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Jul 31, 2026 / Tyler Durden
'Genetically Altered' Nuclear Monster Sharks Could Be Eating Whales
'Genetically Altered' Nuclear Monster Sharks Could Be Eating Whales
Authored by Steve Watson via Modernity.news,
A mysterious predator has been tearing into whales, seals, and giant tuna off the New York coast, leaving bite marks the size of dinner plates and sparking theories of a radioactive "Sharkzilla" spawned by decades of government nuclear waste dumping.
Because nothing says summer 2026 like the possibility that Cold War bureaucrats cooked up a genetically enhanced killing machine in the Atlantic.
Montauk is once again ground zero for monster shark drama. A humpback whale turned up with...
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Jul 9, 2026 / Tyler Durden
Futures Rise, Oil Drops As Markets Ignore Latest Middle East Airstrikes
Futures Rise, Oil Drops As Markets Ignore Latest Middle East Airstrikes
Futures are higher (although off session highs), and oil erased overnight gains as the market moved past the latest Middle-East flare up which saw the US military strike 90 Iranian targets for a second day and Tehran retaliated against American allies in the Persian Gulf. And like during previous escalations, this time nobody believes it will last. As of 8:00am ET S&P 500 futures rose 0.2% and Nasdaq 100 contracts gained 0.6% as semiconductor stocks advanced in Asia, Europe...
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