Military Style Island w/horse racing
2025.01.19 03:10 ETSubmariner Military Style Island w/horse racing
 | submitted by ETSubmariner to anno1800 [link] [comments] |
2025.01.19 03:10 ElephantitisOfMyEgo Tinted Windshield
Am I oblivious or is the number of recklessl drivers with tinted windshield getting a bit crazy?
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2025.01.19 03:10 ConfusedCoIlegeSimp Guys I love public bug
My twin fr
And a super cool person
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2025.01.19 03:10 Few-Replacement-3592 Simple Scholar/Mage Player Home
Hello! I'm looking for a player home for my scholamage character. I'd prefer something low-key, similar to that of the Astronomer's Loft or the Lucky Skeever. If not an apartment home, I'd at least like something small with a few bookshelves and a dedicated alchemy station. Cramped is my style!
Thank you!
submitted by Few-Replacement-3592 to skyrimmods [link] [comments]
2025.01.19 03:10 aburreehuh Reminds me of John Wick in a sort of way
My poor ravage…he will be avenged…
“You stole my car, and you killed my dog!”
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2025.01.19 03:10 joeblo- Heyyy divas
If I’m flying to Louisville from charlotte why is there a layover in Atlanta?
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2025.01.19 03:10 bananalantana Pescatarian First 100!
My son hit his 100 first foods today! We are vegetarian but offering fish/seafood occasionally for allergen exposure and DHA health benefits.
Thought this list might be helpful for some fellow non-meat eaters!
As I was counting my list I realized we were way over, ha!
Vegetables
- Beets
- Bell pepper
- Broccoli
- Butternut squash
- Carrots
- Cauliflower
- Celery
- Corn
- Cucumber
- Green beans
- Kale
- Mushrooms
- Onion
- Peas
- Potato
- Pumpkin
- Acorn squash
- Sweet potato
- Zucchini
- Okra
- Lettuce
- Jalapeño
- Shallot
- Baby corn
- Apples
- Avocado
- Banana
- Blackberries
- Blueberries
- Cantaloupe
- Grapes
- Kiwi
- Lemon
- Lime
- Mango
- Orange
- Pears
- Pineapple
- Plum
- Raspberries
- Strawberries
- Tomatoes (botanically a fruit)
- Watermelon
- Grapefruit
- Plantain
- Basil
- Cinnamon
- Garlic
- Ginger
- Mint
- Nutmeg
- Paprika
- Parsley
- Cilantro
- Cumin
- Chili powder
- Black pepper
- Rosemary
- White pepper
- Cloves
- Allspice
- Barley
- Bread
- Cornmeal
- Oats
- Pasta
- Rice
- Tortilla
- Black Eyed Peas
- Black beans
- Chickpeas
- Flaxseed
- Kidney beans
- Lentils
- Refried beans
- Split peas
- White beans
- Chia seeds
- Walnuts
- Tofu
- Tempeh
- Salmon
- Tuna
- Shrimp
- Scallops
- Sardines
- Egg
- Butter
- Cheddar cheese
- Cottage cheese
- Cream cheese
- Mozzarella
- Parmesan
- Ricotta
- Yogurt
- Goat cheese
- Nutritional yeast
- Queso fresco
- Sour cream
- Olive oil
- Balsamic vinegar
- Mayo
- Tahini
- Kimchi
- Coconut
- Mustard
- Peanut butter
- Almond butter
- Sesame oil
2025.01.19 03:10 Sam-Fraudman-Jailed Optics and photonics -- China
I have not written investment thesis or investment analysis before, so please bear with me for this. Lithography
The optics and photonics industry is also extremely important to the lithography industry; photolithography requires producing and aiming photons with extreme precision and consistency (both in terms of wavelength and vectors). The lithography side of this is something that may be best taken with caution. Currently, as many of us are keen to, only ASML and a privately held division of Zeiss hold the keys to EUV (extreme ultraviolet) lithography and optical and photonic technologies required for this. So it may seem here that ASML may be the best way to gain exposure to this. However, I believe that ASML is an attractive investment right now for other reasons and that its access to these technologies is as they say “priced in”. Ultimately, lithography and semiconductor manufacturing only makes up a small portion of the photonics and optics industry, around 1% in 2023. However, this fraction may change and importantly is highly consolidated; it offers an incredible moat for one or a few firms.
This bring up a few questions: - Are these firms that developing optics and photonic capabilities will challenge ASML’s stranglehold on the lithography market?
- If so, what are the potential upsides and risks? In theory, if a firm could develop competitive lithography devices, it would likely go through explosive growth as the market transitions from monopoly to duopoly. If the firm fails, it would likely not have other profitable products to bring to market and would have burned up a big pile of cash to go nowhere?
- Is optics and photonics genuinely a good way to expose the lithography industry over the course of the next 5 years, 10 years, 15 years? This is a thesis I am considering, these technologies are involved in a diverse range of products outside of lithography. The technological advances required to develop lithography capabilities could be realized in other markets and products.
My consideration here has left me searching for a China play. My reasoning here is that China needs to indigenously develop photonics, optics, and lithography technology. While the importance of technological parity has always been important to China, the significance of this is increasing as they become more isolated from Western supply chains and as they mature in their research and advanced manufacturing capabilities. Indeed, in late 2024, it was announced that the state would invest $ 41 billion into developing its own lithography technology.
This investment has led me to consider Chinese semiconductors firms as a potential hedge on the position I am opening in ASML. This requires more research on my part and will these firms be interesting, I believe that incoming Trump admin will likely lead to volatility should be closely watched. Potentially these could become very appealing should they lose significant value during Trump 2.0. Below is a list of considerations here. I am listing the stock price and Tailing and Forward P/E.
- Semiconductor Manufacturing International Corporation: 39.40 HKD; T P/E 84.45; F P/E 40.49
- Hua Hong Semiconductor: 24.40 HKD; T P/E 90.37; F P/E 13.64
- Advanced Micro-Fabrication Equipment: 188 CNY; T P/E 76.36; F 60.98
- Shanghai Micro Electronics Equipment (this is private company but I am listing because it is an important play in the Chinese semiconductor industry and supply chains)
All of these appear to be fairly expensive at first glance with the potential expectation of Hau Hong (with the forward P/E of 13.64). This leads into an investment thesis I would like to lay out here. Chinese optics and photonics firms may offer an excellent proxy for the Chinese semiconductor industry while also being diversified in and in a high growth industry. Further, while semiconductor R & D is high risk and takes a long time to pay off, R&D in the associated photonics and optics industry can actualize into a wide array of products in the short term. (I.E. space, self-driving cars, medical technologies, consumer electronics)
I am struggling to do market research on Chinese firms in great detail and am hoping that I can get good feedback from the community here so that I can provide a good follow up to this post. For the moment I will introduce one firm of interest. For the moment, I am assuming that well positioned firms in the industry will be best positioned for developing these technologies as they pertain to semiconductor manufacturing.
This firm has a $10.15 billion market cap, a trailing P/E of 24.90, and a forward P/E of 11.72. Their profit margin is 19.80% and their return on equality is an attractive 27.99%. Additionally they generated $227.2 million in free cash flow of a revenue of $1.9 billion.
It is a Shanghai located firm, which is one the most important centers of Chinese research. This should give them the best access to the research institutions in the area. I have primarily picked this firm for further consideration because they are large, established, and profitable. It would be sensible for this firm to play a key role in the development China’s semiconductor capabilities.
At this point all these consideration are rather speculative. While the lithography angle could mean explosive future profits, at this point overall positioning in the China’s optics (and photonics) industry. I am not yet sure if Shanghai Conant Optical Co is positioned in manner that justifies investing in the firm. They are still a young firm and primarily positioned in medical device, custom manufacturing, and medical devise industry. The have appeared to grow well over the last few years, however it is hard to say if this growth will be funnelled into myriad of revenue streams available in the industry.
Would love hear some feedback from you all.
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2025.01.19 03:10 its_realism My pitch for a queue bar
 | submitted by its_realism to brightershores [link] [comments] |
2025.01.19 03:10 Just-Army1150 Travel golf bag question
Going on my first golfing trip via plane. I have a skb hard case to keep my clubs in. My main question is with this being a hard case, is it necessary to use a support rod still?
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2025.01.19 03:10 AddyArt10 Cute lil galaxy
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2025.01.19 03:10 BROWN_MUNDA- In Pakistan’s corridors of power, a question: To engage or not with Kabul? | The Indian Express
 | submitted by BROWN_MUNDA- to GeopoliticsIndia [link] [comments] |
2025.01.19 03:10 Different_Invite25 puneet premi | 6 Followers
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2025.01.19 03:10 Scary_Garbage_ Trading this strawberry frog bakery 🍓🍰
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2025.01.19 03:10 Particular_Cellist25 We are a polytheistic plural (partially) human, being. Ask me anything.
At this point in psychiatry, we do not feel effectively recognized as legitimate. We even have a close individual who has chosen not to acknowledge the legitimacy of multi-consciousness expressing humans (and they are in medical?!).
What's the deal co-evolutionaries?
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2025.01.19 03:10 Substantial-Force678 Are these worth anything?
 | Are these worth anything? Im cleaning out my garage and found them submitted by Substantial-Force678 to baseballcards [link] [comments] |
2025.01.19 03:10 bbbbeets Mission Accomplished: Good Boy Gets Uppies
 | submitted by bbbbeets to TheForeverWinter [link] [comments] |
2025.01.19 03:10 Swimming-Cancel-3753 24 looking for long term friends hmu
Hey everyone! I’m a 24-year-old brown Canadian guy looking to make some genuine friends. Life’s been a bit of a ride lately since I don’t have any friends IRL — unfortunately, my old circle couldn’t accept my sexuality (I’m gay, in case that matters to you). But I’m hoping to find some open-minded, chill people to connect with.
A bit about me: • I work in the automotive finance industry, and I’m a big car enthusiast (I own 5 GM vehicles). • I’m really into football, trying new foods, cooking up new recipes, and exploring different cuisines. • I love traveling and have a dream of visiting places like the UK, Germany, and France someday. • In my downtime, I’m usually watching new shows and movies — always down for a good binge-watch sesh. • I’ve got a few tattoos and might be open to getting more.
I’m a laid-back guy who’s down to chat about pretty much anything. Whether you’re into cars, sports, food, or just need someone to share random life thoughts with, I’m here for it. Open to talking with guys or girls — just please be 18+.
If you vibe with any of this, shoot me a message. I’d love to get to know you!
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2025.01.19 03:10 jackiemoon50 Anyone ever been sidelined with elbow bursitis (olecranon bursitis)? I’m going insane
Haven’t played in nearly 2.5 months. Which is whatever because it’s winter, but the damn thing isn’t healing. Im going to a doc next week. Just wondering if anyone else has struggled with this and how long they were out, if they recovered, the recovery process, etc. just looking for info and some positive vibes.
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2025.01.19 03:10 Recent_Let8952 Would you ever pay for a fancall?
Personally i wouldn’t bc i feel like its a waste of money. Its just an awkward few minutes otp with ur favs and i wouldnt rlly wanna do that. And fancalls should rlly be banned bc alot of ppl are either rlly disrespectful or rlly weird.
View Poll
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2025.01.19 03:10 Cyber-Phantom Anyone have the link to this video? Whats the story?
 | submitted by Cyber-Phantom to ADVChina [link] [comments] |
2025.01.19 03:10 BeggarEngineering I think wild boar traces
Nazischweine!
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2025.01.19 03:10 Alarming-Technology7 Are mine hazel?
 | submitted by Alarming-Technology7 to WhatisMyEyeColour [link] [comments] |
2025.01.19 03:10 engrcpdr Next week outfit for Vietnam Trip.
 | Color combinations are okay? Free to comment guys. submitted by engrcpdr to mensfashion [link] [comments] |
2025.01.19 03:10 corbink12 Anyone else wait too long to clean their puffco and now cant get the gunk off?
 | Waited about 2 weeks before I cleaned my puffco (i usually clean every 20-30 dabs or so) Soaked this guy in 91% alcohol with salt and zep for 3+ hours, shook and did another soak for about an hour, and im still stuck with resin at the bottom and in the cone. Any advice? submitted by corbink12 to puffco [link] [comments] |