Tan Tacito

BREAKING: This morning’s cyberattack against supermarket fridges and freezers has now spread to Belgium, Sweden, Luxembourg and Estonia. The hackers increased the temperature up to 50C. Food worth millions of euros has been spoiled. Experts warn that such cyberattacks on supply chains and logistics can constitute a threat to national food security in many Western states.

GMO会見　熊谷社長、涙で「情報守れず」と痛恨の表情　「みんなを笑顔にしてから死ぬ」 sankei.com/article/20261102-… 「お客さまの情報を守れと言い続けてきた」と涙ながらに語り、それにもかかわらず今回の事態を招いたことに痛恨の表情を浮かべた。

Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer. Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war. To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha. The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people. And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final. We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it. Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made. They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making. One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.

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the confidence is high with this one 😭

The Japanese guy who organized a "Neo-Nazi" meet-up on Halloween in Tokyo got his account suspended for violating X's rules against hate. He's an internet personality active in a subculture centered on memes and remixes involving YouTuber Hikakin (who is not a Nazi).

halloween, japan

어제자 강남역 할로윈 코스프레 으랴으랴 진짜 말을 타고 가시네 ㅋㅋㅋㅋㅋ

México tiene a Sheinbaumzilla...

Massive La Catrina skeleton sculpture unveiled in Mexico City for annual Day of the Dead celebrations

Heidi Klum poses on the carpet at her annual Halloween party in NYC

キオクシアで人生詰んだ

Kioxia, a major Japanese NAND flash memory maker and $SNDK's longtime manufacturing joint-venture partner, issued its Q3 (Oct–Dec) outlook: 🔹 Revenue: $15.9B (Est. $18.6B) 🔴; +1% QoQ 🔹 Oper Profit: $12.7B (Est. $14.9B) 🔴 🔹 Net Profit: $8.6B (Est. $10.2B) 🔴 🔹 EPS: $5.41 (Est. $6.65) 🔴 🔹 9M: Oper Profit $33.4B / Net Profit $22.6B 🔸 Sees Q3 at about the Q2 level: data-center demand stays strong, but a stronger yen weighs (assumes ¥157/$ vs ¥161 in Q2)

KIOXIA Q2 FY26 EARNINGS HIGHLIGHTS 🔹 Revenue: $15.77B (Est. $15.61B) 🟢; +453% YoY 🔹 Oper Profit: $12.68B (Est. $12.40B) 🟢 🔹 Net Profit: $8.62B (Est. $8.62B) 🟡; +3,234% YoY 🔹 EPS: $5.33 (Est. $5.48) 🔴; +3,237% YoY 🔹 Oper Margin: 80%; +8.6 ppts QoQ 🔹 QoQ: Revenue +40% / Oper Profit +57% 🔸 Quarter: July–September 2026 Q3 Guide (Oct–Dec): 🔹 Revenue: $15.9B (Est. $18.6B) 🔴; +1% QoQ 🔹 Oper Profit: $12.7B (Est. $14.9B) 🔴 🔹 Net Profit: $8.6B (Est. $10.2B) 🔴 🔹 EPS: $5.41 (Est. $6.65) 🔴 🔹 9M: Oper Profit $33.4B / Net Profit $22.6B 🔸 Sees Q3 at about the Q2 level: data-center demand stays strong, but a stronger yen weighs (assumes ¥157/$ vs ¥161 in Q2) Revenue by Application: 🔹 SSD & Storage: $10.28B; +38% QoQ 🔹 Smart Devices: $5.02B; +50% QoQ 🔹 Other: $478M; +13% QoQ 🔸 Sharply higher average selling prices on generative-AI data-center demand, plus higher bit shipments Shareholder Returns: 🔹 First Dividend: ¥90/share (~$0.57), pre-split 🔹 H1 Buybacks: $5.09B 🔹 New Policy: 100% of surplus cash to holders 🔸 First dividend since listing, payable Dec 8; policy = flexible buybacks + a progressive dividend while keeping net cash; 3-for-1 stock split effective Oct 1 Financials: 🔹 Cash: $8.89B 🔹 H1 Operating Cash Flow: $15.13B 🔹 Equity Ratio: 49.8%; +11.9 ppts vs March FX used for USD conversion: $1 = ¥157.26 (mid-market; Oct 30, 2026)

What a chart.

BREAKING: Jim Cramer declares "let things fall" as tech stocks suffer a brutal selloff amid mounting concerns over AI spending.

DRAINED