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Replying to @Sessler
You're presenting correlation as causation. A single observational study found an association, not proof. Cancer generally develops over years, and the National Cancer Institute states there is no evidence COVID vaccines cause cancer or cancer recurrence.
sedat ayiz retweeted
China develops a microwave weapon to counter Starlink satellites.
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Regulatory approval in one indication does not equal approved use across the board. As always, we'll be watching how this develops.
🔷 WHAT DOES RIR’S SILICON CARBIDE (SiC) PLANT ACTUALLY MAKE? Many investors hear “Epitaxy Plant” and “Fab” but don’t understand what the products are. Here’s the simple explanation. 🟢 1. PHASE 1 – SILICON CARBIDE EPI WAFERS WHAT IS AN EPI WAFER? Think of it as the raw material for advanced semiconductor chips. RIR buys Silicon Carbide wafers and grows a special ultra-pure layer on top called Epitaxy (EPI). This EPI layer is where power semiconductor devices are built. SIMPLE EXAMPLE Like: ▪️ Flour = Raw wafer ▪️ Cake cream layer = Epitaxy layer ▪️ Finished cake = Power semiconductor chip RIR is creating the critical “cream layer” which determines performance. ⸻ 🟢 WHERE ARE EPI WAFERS USED? These wafers are sent to semiconductor fabs which convert them into power devices. Used in: 🚗 Electric Vehicles 🚄 Railways ⚡ Solar Inverters ⚡ Wind Turbines 🔋 Battery Storage Systems 🏭 Industrial Motors 🖥 AI Data Centers 🛰 Defence Systems ✈ Aerospace Systems ⸻ 🟢 WHY IS RIR FOCUSING ON THICK EPI? Management highlighted: ▪️ Automotive chips need only 10-12 micron EPI. ▪️ Industrial and defence applications need 50-200 micron EPI. This is harder to manufacture. BENEFIT 🟢 Less competition. 🟢 Higher margins. 🟢 More defence opportunities. 🟢 More railway opportunities. ⸻ 🔷 2. PHASE 2 – FULL SILICON CARBIDE FAB This is where the real value addition starts. Instead of selling wafers, RIR will manufacture complete semiconductor devices. ⸻ 🟢 PRODUCT 1 – SiC MOSFETS WHAT IS IT? An electronic switch. Turns power ON and OFF extremely fast. ⸻ USED IN 🚗 Electric Vehicles ▪️ Tesla ▪️ Tata EV ▪️ Mahindra EV ▪️ Electric buses ⸻ ⚡ Solar Inverters ▪️ Adani Solar ▪️ Waaree ▪️ Tata Power Solar ⸻ 🔋 Battery Storage ▪️ Grid-scale batteries ▪️ Energy storage systems ⸻ 🖥 AI Data Centers ▪️ Nvidia server power systems ▪️ AI infrastructure ⸻ WHY IMPORTANT? 🟢 Less electricity loss. 🟢 Faster charging. 🟢 Smaller systems. 🟢 Lower heat generation. ⸻ 🟢 PRODUCT 2 – SiC DIODES WHAT IS IT? Controls current flow. Prevents reverse current damage. ⸻ USED IN ⚡ EV Chargers ⚡ Solar Systems ⚡ Industrial Drives ⚡ Railway Power Systems ⚡ UPS Systems ⚡ Data Centers ⸻ BENEFIT 🟢 Higher efficiency. 🟢 Better reliability. 🟢 Longer equipment life. ⸻ 🟢 PRODUCT 3 – THYRISTORS (SCR) This is already RIR’s strong area. ⸻ USED IN ⚡ HVDC Transmission ⚡ Railway Locomotives ⚡ Metro Systems ⚡ Industrial Power Control ⚡ Defence Equipment ⚡ Grid Infrastructure ⸻ WHY IMPORTANT? India plans huge HVDC transmission projects. Management said India currently has very few domestic suppliers. 🟢 Huge opportunity. ⸻ 🟢 PRODUCT 4 – DEFENCE POWER DEVICES Used in: 🚀 Missile Systems 🛰 Radar Systems ✈ Military Aircraft 🚢 Naval Systems 📡 Defence Electronics ⸻ WHY IMPORTANT? Management said RIR replaced ABB in one defence application. This validates technology capability. ⸻ 🟢 PRODUCT 5 – HIGH POWER SWITCHES Management announced: 25KV 120 KILOAMP SWITCH Used in: ⚡ Pulse Power Systems ⚡ Defence Research ⚡ Scientific Equipment ⚡ High-Energy Applications ⸻ VERY FEW COMPANIES CAN MAKE THESE 🟢 High technical barrier. 🟢 Premium pricing. ⸻ 🟢 PRODUCT 6 – RAILWAY POWER ELECTRONICS Used in: 🚄 Vande Bharat 🚂 Electric Locomotives 🚇 Metro Rail 🚉 Freight Corridors ⚡ Traction Systems ⸻ WHY IMPORTANT? Indian Railways is expanding rapidly. RIR already supplies railways and develops new products. ⸻ 🟢 PRODUCT 7 – DATA CENTER POWER DEVICES Used in: 🖥 AI Data Centers ☁ Cloud Infrastructure 💻 Server Farms 🤖 AI Clusters ⸻ WHY NEEDED? AI servers consume massive power. Power semiconductors manage: ▪️ Voltage ▪️ Current ▪️ Heat ▪️ Efficiency ⸻ MANAGEMENT COMMENT Data centers are becoming a major growth driver globally. ⸻
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Michael Irvin retweeted
Miami 🟧🟩 develops ⭐️⭐️⭐️ players into legit stars. Malachi Toney led the entire nation in receptions as a true freshman. True freshman Bryce Fitzgerald led the ACC and was tied for second in the entire country for total interceptions.
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@BaazaarGuru retweeted
NIFTY is likely to enter the April–May multi-day balance today. If acceptance develops inside it, 24,600-25000 becomes a reasonable objective over the next few sessions. That said, with tomorrow's expiry in play, I wouldn't expect a clean one-way move. A choppy, zig-zag auction is the more probable path in next coming days, and that's the possibility I'll be prepared for.
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🔹 𝐇𝐂𝐋𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 HCLTech also owns and develops software products that are licensed and sold to enterprises globally. Another thing that stood out to me: Despite being headquartered in India, most of HCLTech's revenue comes from outside India.
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Replying to @kurosiameme
we literally get the trait stockholm syndrome.. how do they think that develops im ctfu 😭😭😭
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Reports claim that a Pakistani military vehicle was targeted in Kashmir overnight, resulting in the deaths of four soldiers and injuries to one other. Independent verification of the incident and casualty figures is still awaited. More details are expected as the situation develops.
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eduardo hurtado retweeted
A patient with diabetes develops sudden painless loss of vision. The most likely diagnosis is: A. Cataract B. Retinal detachment C. Vitreous hemorrhage from proliferative retinopathy D. Optic neuritis E. Glaucoma
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Yeah that is bad. How about this local man had his life threatened? Does his life is cheaper than the children? Do you know how some Rohingya children behave when they don’t get the money they beg, they assault the person? That’s how pent-up resentment among the local develops.
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I’m just going to see how this develops, as this all have been throughly documented
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You know what sucks? Wemby never looked like he did in Game 1 vs OKC again. Maybe that game was just a preview of what's coming next season. I still believe once he adds more muscle and develops a true go to move, the league is in trouble.
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Skullhound G6 retweeted
“When the soul suffers too much, it develops a taste for misfortune.” — ALBERT CAMUS
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Each time he dies, things become harder and harder for him, rather than easier. It’s a nice subversion of how one might expect RBD to function. We also learn Subaru can’t share that he has RBD with anyone, which will be integral for how Subaru’s character develops in the future,
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Replying to @DerryBanShee
If an X sperm wins the race, a female develops. If a Y sperm wins, a male develops. It's really quite simple.
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Replying to @IslesCave
Carolina drafts & develops at an elite level. Id take 3/4 of their success in those areas
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A Boy Called Archie by Joy M. Lilley is a charming children's picture book that has delighted young readers with its simple yet heartwarming tale of wishes, dreams, and unexpected joys, featuring vivid illustrations and a gentle narrative centered on a quirky young boy. The story follows Archie, an unusual child who skips the typical "terrible twos," develops an obsession with the sharp suits and flat caps from the TV show *Peaky Blinders*, and desperately longs for a puppy. On his birthday, he dreams of a mysterious man granting his wishes for the iconic outfit and a dog, but reality brings only a cap—until Christmas, when his dreams partially come true with the full ensemble and a Spaniel puppy named Lola, leaving a touching question about the dream figure's identity. Readers have praised the book's bright illustrations and sweet storytelling. An Amazon reviewer noted, “Bright, vivid illustrations and a sweet story about a boy named Archie... He only gets a cap for his birthday,” highlighting its appeal as an engaging read for children. zurl.co/mvUpU Amazon @joygerken X handle Joy M. Lilley (real name Joy Gerken), a British author and retired registered nurse from Kent, England—the "Garden of England"—has established herself as a versatile indie writer with a heartfelt touch in multiple genres. After a long career in nursing, including roles in management and artistic direction for hospital events, she turned to writing upon retirement in 2015, drawing from life experiences to craft stories of family, loss, romance, and whimsy. A proud grandmother with a large family, she has penned novels like *Figs, Vines and Roses* (a historical family saga), *The Liberty Bodice*, *Strawberry Moon*, and children's tales including *Joyful Pussy Cat Tales*, often self-published with a focus on emotional depth and relatable characters. Her background in healthcare infuses her work with empathy, while her voice acting side gig adds a performative flair. A Boy Called Archie is a modest yet endearing children's book, its simple wishes and magical undertones making it a cozy choice for bedtime stories or young fans of gentle fantasy and animal tales. Joy M. Lilley's warm, accessible style shines in this lighthearted entry, though its brevity and niche appeal place it as a sweet gem rather than a groundbreaking work in children's literature—ideal for families seeking uncomplicated joy and a touch of dreamlike wonder.
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