# tlw — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover tlw. Page: Feed: --- ## [Siltronic: Wafer-time?](https://brevarthanresearch.substack.com/p/siltronic-wafer-time) _2026-08-13 · Michael · Brevarthan Research_ The AI capex splurge and associated memory demand will eventually revive wafer demand ## [Lords&Swords #94 Paltopia](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-94-Paltopia-e3n4tji) _2026-08-08 · Lords And Swords · Lords And Swords podcast_ Gordon talks abot palworld, neil chats about FF7R and as a bonus, there's a new FE segment at the end no link to the discord, i'm lazy. [Listen](https://anchor.fm/s/2898bfc/podcast/play/123941938/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-7-8%2F91757daa-ff57-6657-3dca-3aec4c010c81.mp3) ## [Nothing Beats a Jet2....investment?](https://brevarthanresearch.substack.com/p/nothing-beats-a-jet2investment) _2026-07-16 · Michael · Brevarthan Research_ (Images now attached!) Despite the author being a miserly old curmudgeon its hard not to see this well-run airline and holiday company as being as cheap as the flights it sells. ## [Jet2 article](https://brevarthanresearch.substack.com/p/jet2-article) _2026-07-16 · Michael · Brevarthan Research_ Substack server issues mean images did not render in emails properly - article will be republished when resolved ## [Lords&Swords #93 SadStation](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-93-SadStation-e3lrbep) _2026-07-08 · Lords And Swords · Lords And Swords podcast_ In this episode we get sad at the announcement of no more discs on playstation, then we chat about older titles like Megaman X and FFR enjoy discord [Listen](https://anchor.fm/s/2898bfc/podcast/play/122579865/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-8%2F10336677-318c-0d23-03e1-6e7e9be368e5.mp3) ## [Gulf Keystone (GKP.L): Written in the sand?](https://brevarthanresearch.substack.com/p/gulf-keystone-gkpl-written-in-the) _2026-07-06 · Michael · Brevarthan Research_ Worth the paper it isn't written on? Field ownership, unpaid receivables and the mysterious "cost audit". And the reservoir with its own challenges.... ## [Lords&Swords #92 Summer Game Fest Bonanza](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-92-Summer-Game-Fest-Bonanza-e3km9aq) _2026-06-12 · Lords And Swords · Lords And Swords podcast_ oh baby a triple! oh yeah! that's three episodes of Lords&Swords all combined into one gigantic show! Join us as we chat P5X, AC, Summer Games Fest+Xbox+Playstation and to top it all off the good lads over at nintendo gave us a direct to chat about! JOIN THE DISCORD [Listen](https://anchor.fm/s/2898bfc/podcast/play/121365274/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-12%2Fa2a7b86c-bd85-f71c-a6c3-64f341c9ebd4.mp3) ## [UK Shorts - Top 5 disclosed shorts going into June 2026: Ibstock; WHSmith; Wizz Air; Vistry; Greggs](https://brevarthanresearch.substack.com/p/uk-shorts-top-5-disclosed-shorts) _2026-06-02 · Michael · Brevarthan Research_ Energy intensity, housebuilding, air travel and...sausage rolls make up the top 5 disclosed shorts in the UK taken from the FCA website. ## [Lords&Swords #91 Tangent of Shadowdeep](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-91-Tangent-of-Shadowdeep-e3jb8t6) _2026-05-13 · Lords And Swords · Lords And Swords podcast_ Gordon Talks some miniatures and Rangers of shadowdeep while they both go off on tangents about youtube, persona, AC and more. Enjoy here's a lil discord link as a treat [Listen](https://anchor.fm/s/2898bfc/podcast/play/119955814/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-13%2Fdce0d09a-11cf-9a8f-67e4-4a2fde42987b.mp3) ## [Lords&Swords#90 The reckoning](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords90-The-reckoning-e3iig04) _2026-04-28 · Lords And Swords · Lords And Swords podcast_ We pass the microphone around and say our piece then go home. Enjoy i guess. Shane's here [Listen](https://anchor.fm/s/2898bfc/podcast/play/119143876/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-28%2Fd896437c-75c8-e284-d61a-e11cfd3cddb5.mp3) ## [Watch chovy live code (Sponsored)](https://crawlproof.com/a/QTyfDM8PIDkz) _2026-04-28 · **Sponsored**_ Join Mosh Coding streams with collaborative screen sharing and remote control, open source. ## [UK Energy: An Inconvenient Truth](https://brevarthanresearch.substack.com/p/uk-energy-an-inconvenient-truth) _2026-04-14 · Michael · Brevarthan Research_ Just because Ed Miliband wishes it so does not make it true ## [Lords&Swords #89 A tale of Two Lords (and swords)](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-89-A-tale-of-Two-Lords-and-swords-e3gspok) _2026-03-24 · Lords And Swords · Lords And Swords podcast_ On this week's episode, We chat some p5x new characters and abit of feh. Then we pivot and chat some Assassin's creed, Slay the Spire 2 and some teasing of a miniature thing no join the discord link this week, check an old ep if you want the link, we've had a few influx of bots lately [Listen](https://anchor.fm/s/2898bfc/podcast/play/117384404/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-24%2F6356a61a-8cfe-ea57-3032-d53ad5ae092e.mp3) ## [Mota-Engil and its Debt: Muddier Waters](https://brevarthanresearch.substack.com/p/mota-engil-and-its-debt-muddier-waters) _2026-03-20 · Michael · Brevarthan Research_ A follow up on our initial investigation into the Muddy Waters defamation case ## [Lords&Swords Special. Pokemon Day 2026](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-Special--Pokemon-Day-2026-e3frsmb) _2026-03-03 · Lords And Swords · Lords And Swords podcast_ Shane joins Gordon and Neil to talk about pokemon day and all of those neat announcements ShanesYT JOIN THE DISCORD [Listen](https://anchor.fm/s/2898bfc/podcast/play/116306059/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-3%2F1ae278f0-e878-c98b-f2b6-d6bf1b190d03.mp3) ## [Lords&Swords #88 B is for Bro](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-88-B-is-for-Bro-e3feunj) _2026-02-22 · Lords And Swords · Lords And Swords podcast_ on this episode of Lords&Swords Gordon Talks warhammer, Both of them chat about pokemon fire red and leaf green on the switch then they pivot to an hour of persona 5 x talk along with a tier list! JOIN THE DISCORD [Listen](https://anchor.fm/s/2898bfc/podcast/play/115882163/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-22%2Fb6202097-9edb-d395-e09b-42cd5798aa52.mp3) ## [Carvana, DriveTime, Hindenburg and Gotham City](https://brevarthanresearch.substack.com/p/carvana-drivetime-hindenburg-and) _2026-02-09 · Michael · Brevarthan Research_ Two Things Can Be True: Carvana may be extreme flaky and overvalued, and Gotham's report may have numerous inaccuracies and exaggerated claims. ## [Short Interest - Update: NCC Group & Ashtead Technology](https://brevarthanresearch.substack.com/p/short-interest-update-ncc-group-and) _2026-01-23 · Michael · Brevarthan Research_ NCC receives a low-ball price for Escode and Ashtead Tech fails to deliver the big miss the shorts were looking for. ## [LS#87 2025 year end recap and beyond](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LS87-2025-year-end-recap-and-beyond-e3e0rei) _2026-01-22 · Lords And Swords · Lords And Swords podcast_ Apologies for the late upload, it's been a crazy end of year. Neil and Gordon talk about their favourite things over the past year and some things beyond. JOIN THE DISCORD [Listen](https://anchor.fm/s/2898bfc/podcast/play/114371474/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-22%2Fc22029d2-ce77-f823-9788-53f9ae687759.mp3) ## [Mota-Engil: Swimming in Muddy Waters](https://brevarthanresearch.substack.com/p/mota-engil-swimming-in-muddy-waters) _2026-01-21 · Michael · Brevarthan Research_ A recent defamation suit in Texas reveals much of the substance behind the short case. ## [Ibstock PLC (IBST): A house built on bricks?](https://brevarthanresearch.substack.com/p/ibstock-plc-ibst-a-house-built-on) _2026-01-14 · Michael · Brevarthan Research_ A look at the red flags underpinning a disclosed 8.4% short interest ## [Generate Viral Hot Takes (Sponsored)](https://crawlproof.com/a/VoZf8DShAkZY) _2026-01-14 · **Sponsored**_ Get platform-optimized hot takes and rebuttals to spark debate and engagement ## [Lords&Swords #86 Geoff's Game announcements](https://podcasters.spotify.com/pod/show/lordsnswords/episodes/LordsSwords-86-Geoffs-Game-announcements-e3caot1) _2025-12-14 · Lords And Swords · Lords And Swords podcast_ we talk about fire emblem, FEH, P5X and Geoff's Game announcements Enjoy! JOIN THE DISCORD [Listen](https://anchor.fm/s/2898bfc/podcast/play/112599393/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-11-14%2F18fbd3bc-518d-2da9-e946-6633efe99255.mp3) ## [Short Interest: Domino's and Greggs (DOM LN; GRG LN)](https://brevarthanresearch.substack.com/p/short-interest-dominos-and-greggs) _2025-11-11 · Michael · Brevarthan Research_ Takeaway Pizza vs a Bacon sarny: more musings on top 10 UK shorts. ## [Short Interest - opening thoughts](https://brevarthanresearch.substack.com/p/short-interest-opening-thoughts) _2025-09-09 · Michael · Brevarthan Research_ The first of a series of posts that takes a quizzical look at UK & European disclosed shorts (today's rattle bag: Ashtead Technology, J Sainsbury, Yellow Cake, NCC Group, Pennon Group) ## [RH - the Universe Intervenes?](https://brevarthanresearch.substack.com/p/rh-the-universe-intervenes) _2025-08-20 · Michael · Brevarthan Research_ I'll have whatever Gary's drinking ## [Tullow Oil](https://brevarthanresearch.substack.com/p/tullow-oil-297) _2025-06-17 · Michael · Brevarthan Research_ Going, going.... Production dwindling, assets for sale, balance sheet teetering... ## [Tullow Oil: Fire Sale](https://brevarthanresearch.substack.com/p/tullow-oil-fire-sale) _2024-12-13 · Michael · Brevarthan Research_ Goodbye Rahul...Paging Houston! ICC and refi risk... ## [UK Short Rattle Bag: VCP, TLW, ADT1, PANR](https://brevarthanresearch.substack.com/p/uk-short-rattle-bag-vcp-tlw-adt1) _2024-10-02 · Michael · Brevarthan Research_ A bundle of scary stocks to mull over as Halloween approaches!