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Text of the page (random words):
osint org intelligence matters skip to main content skip to secondary menu skip to footer osint org intelligence matters search the site sponsored post about gdpr contact rt s mirror domains outlasted the eu ban how osint researchers map the network the european union restricted rt and sputnik in march 2022 the restriction was written against outlets and enforced against domains and those are not the room 3603 british intelligence ran its largest wartime station out of rockefeller center the tower in the middle of the frame is 30 rockefeller plaza one block east at 630 fifth avenue the international building housed a foreign intel s 20 billion upsize and cloudflare s zero coupon converts say the ai boom is strengthening one day of wire traffic is a bad sample and a good instrument it is bad because businesswire is paid distribution so the population is coreweave s 2 6b loan point2 s 136m series b and maxlinear s rack control plane the capital and the bottleneck are in different layers maxlinear introduced rackcommander a control plane portfolio covering connectivity monitoring control and power management for ai racks and then in the same news cycle extended it the ai buildout shifts to debt and household bills riot platforms sold anthropic 191 megawatts of capacity at its rockdale texas campus for 9 1 billion over twenty years and the stock added roughly a the ai trade is entering a new phase the semiconductor rally led by intel amd and broadcom is more than another rotation into chip stocks the market increasingly appears to be looking beyond syria takes back hmeimim and tartus as russia s bases become joint training centres damascus announced on sunday that it had reached a memorandum of understanding with moscow over the two facilities that anchored russia s military position in the us intelligence ties leipzig airport drone bomb to russia while berlin stays silent american officials familiar with intelligence reporting on the august 5 incident at leipzig halle airport have tied the explosive drone found there to russian state services china s duv breakthrough nvidia s 250b openai backstop and the cxmt ipo three headlines one mispriced selloff the index number understated the damage the vaneck semiconductor etf closed down more than 2 with intraday prints closer to 4 but the dispersion underneath fed and bank of england rate decisions this week the hold is expected the dissents are not the federal reserve announces its rate decision wednesday at 2 p m et with chair kevin warsh s press conference following at 2 30 the bank of england trump s tuesday with zelensky and netanyahu one status update one war council my instinct every time a headline reads trump meets foreign leader no breakthrough expected is to file it under theater and keep scrolling nine times semis are already in a regime where every headline this month has been read bearishly semis are already in a regime where every headline this month has been read bearishly regardless of direction which is the real setup to understand meta microsoft and apple earnings what 725 billion in ai capex has to prove wednesday brings meta and microsoft both reporting after the close thursday brings apple also after the close alphabet already set the tone on july 22 distillation becomes washington s newest ai panic after moonshot s kimi k3 there is a word doing laps around washington this week and it sounds like something you d do to corn mash in a shed in kentucky shein s hong kong ipo prospectus the 99 million loss is accounting the 2 9 operating margin is not the number in every headline is the wrong one to underwrite shein s draft hong kong listing prospectus shows a 99 million net loss for the openai anthropic and google are giving teachers free ai tools the expiry dates tell you why every major ai company is now shipping a free product aimed at schools openai put chatgpt for teachers out last november free for verified us nvidia would guarantee 250b of openai s ohio data center debt but not the chips inside it the wall street journal reported sunday that nvidia is discussing roughly 250 billion in financing guarantees to let openai lease a 10 gigawatt campus that softbank s defense primes hit record 4 1b in venture rounds as lockheed martin and bae systems chase drone and autonomy startups global defense contractors have participated in a record 4 1 billion of venture capital rounds for military technology startups so far this year according to dealroom bab al mandab transits fall to 11 vessels after houthi strikes on jizan and yanbu hormuz stays below 10 commercial traffic through the bab al mandab strait dropped to 11 cargo vessels on sunday the lowest single day count in months following houthi missile and drone maritime traffic osint how to analyze ais satellite imagery and port activity shipping is the most observable large scale economic activity on the planet roughly 100 000 commercial vessels above 100 gross tons are trading at any moment most conferences are a terrible osint channel and still worth attending i ll put my own position first because it s harsher than the one i m about to argue against conference programming is close to worthless as a cheap visual manipulation does not need to persuade anyone to work well resourced intelligence services have been able to alter photographs convincingly since the 1930s and video since the 1990s nothing about the upper bound of the total visual coverage will make open source verification harder not easier the design assumption underneath every open source investigation of the last fifteen years is that an image is something a person eventually looks at collection was osint tools and methods a working overview of the modern collection stack most people who ask me about osint want a tool list they want the twelve browser extensions and the one python framework that turns a footer recent posts rt s mirror domains outlasted the eu ban how osint researchers map the network room 3603 british intelligence ran its largest wartime station out of rockefeller center intel s 20 billion upsize and cloudflare s zero coupon converts say the ai boom is strengthening coreweave s 2 6b loan point2 s 136m series b and maxlinear s rack control plane the capital and the bottleneck are in different layers the ai buildout shifts to debt and household bills the ai trade is entering a new phase syria takes back hmeimim and tartus as russia s bases become joint training centres us intelligence ties leipzig airport drone bomb to russia while berlin stays silent china s duv breakthrough nvidia s 250b openai backstop and the cxmt ipo three headlines one mispriced selloff fed and bank of england rate decisions this week the hold is expected the dissents are not media partners analysis org opinion org policymaker net nasdaq falls 1 2 as oil tops 85 and the 30 year hits 5 32 only one input is actually new marvell mrvl catalyst calendar into year end the 126 to 400 target spread resolves on october 6 not august 27 lattice semiconductor q2 2026 a 69 5 gross margin guide undercuts the ami accretion story apple and amazon earnings the 20 billion memory line that explains both stocks servicenow now q2 2026 the 98 renewal rate matters more than the 1 billion ai acv arm qualcomm and umc report the same day at three different layers of the stack bloom energy be q2 2026 warranty accruals hit 4 2 of product revenue seven times last year s rate sk hynix q2 2026 dram asps rose 30 and the adr still made a record low osint digest nvidia s 250b ohio guarantee deepseek s paused round and bab al mandab down to 11 vessels sandisk and micron fell friday because google raised capex not because it cut it who s going to tell trump that kim jong un s respectful country starves its own citizens ukraine picked the right target in wildberries and the kremlin s reaction proves it trump iran and the mars attacks problem five months of cancelled strikes ceuta border surge strips sánchez of his last lever and revives spain s enclave problem trip com s 765 million apology what the samr penalty tells foreign companies about doing business in china trump s section 301 probe of the eu tech fines is right and it pains me to write that trump s saudi nuclear deal trades nonproliferation for a photo op france s social media ban shows why europe keeps losing the tech race trump s greenland obsession makes no sense why not qatar instead why washington criticizes its allies but never touches qatar iran s draft hormuz transit plan bans us and israeli ships sending brent back above 82 trump s 20 hormuz toll is fifteen times the iranian fee he went to war to stop trump s real target with erdogan is the hormuz bypass not the f 35 mamdani s slate is capturing congress through primaries almost no one votes in starmer falls burnham rises and britain changes prime minister without an election hormuz reopens and equities rotate energy sells off tech leads north asia soars the islamabad agreement trump cancels his own strikes pays iran for the privilege and calls it a deal film star vijay forms government in tamil nadu the celebrity to power trajectory completes the gulf realignment washington missed seven million and counting britain s managed demographic replacement media partners market analysis market research media cybersecurity market rockefeller center has been a credit instrument for forty years from the 1985 reit to the 3 5 billion 2024 cmbs who insures the ai buildout 30 billion campuses meet a 3 5 billion ceiling retail earnings week the 1 65 real sales number behind the 5 headline sandisk and marvell top our hot stocks list two thirds of fy2028 nand bits are already contracted us market cap at 74 trillion why the market has room to grow without repricing buffett indicator at 230 why the labor share makes market cap to gdp unreadable 60 month transformer lead times are a bigger ai constraint than the copper deficit america mines the world s semiconductor quartz and has no export controls on it china s equipment export controls are the real threat to america s 2028 magnet timeline earnings recap august 3 7 2026 amd datadog and sandisk all beat and all fell ai slop earns higher cpms than clean inventory why the ad market cannot fix the web it funds weekly network analytics july 19 to july 25 2026 visits up 14 adobe adbe and figma fig have each lost roughly half their value to a competitor set worth 34 million getty images kills the 3 7 billion shutterstock merger rather than sell the editorial business the uk demanded fox s 22b roku deal 4 6x sales paid in 1 5x stock tuesday open ai earnings engine holds the line as iran overhang fades to noise china s u s treasury holdings the great repositioning 2021 2025 infographic why the 2025 cipa data proves the aps c renaissance is real how wifi changed media canva acquires simtheory and ortto to build end to end work platform crowdstrike fal con 2026 150 sponsors and 10 000 attendees at mandalay bay august 31 september 3 datavault ai will pay 94 5 million in cash for cybercatch a company with roughly 230 000 in annual revenue oligo security raises 60 million as runtime vendors turn post mythos into a market category isaca europe conference 2026 ai governance and cyber resilience in munich 7 9 october bitdefender adds eu only mdr to its sovereign acceleration program turning data sovereignty into a product sku lattice semiconductor closes 1 65 billion ami acquisition merging server firmware with root of trust silicon nvd hits 45 207 flaws in 2026 as microsoft prices ai vulnerability discovery at half the market way security raises 20m seed from insight partners and glilot for ai driven identity deployment jensen huang is right about open models and wrong about cybersecurity glow emerges from stealth with 180 million series a at 1 2 billion valuation copyright 2026 osint org media partners k4i opint referently hormuz taiwan strait