ICE
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I am going to hold and further consolidate my long on Ather. I worked with them while I was in Hero. These guys know what they are doing and value actual value addition to the tech rather than chasing valuations. What made me positive on Ather was their Bajaj like focus. In one of the meetings, their sales head mentioned that they think thoroughly about every feature addition. They added TPMS to their bike and app as usually in ICE vehicles, ppl get it checked at petrol pumps but EV riders dont visit pumps hence can miss out on low pressure alerts. So this rational approach to product rather than filling the product with feature slop like Ola...had me convinced on this company from the start. Hero invested in Ather at the beginning as they only had inhouse BMS. And many other such small caveats
Its evident how the market has rewarded them for this. Out of all automotive startups, Ather is going to be the multibagger in 10 years time frame. Ill sell if Hero's stake moves beyond 50%. Hero doesnt know how to make money and the management team is not very competent, just riding on Honda legacy models and entry segment with thin margins.

Hier kannst du alle Alkoholprobleme deiner Jugend wieder haben. Smirnoff ICE, Bacardi Breezer. Alles da 😁

MCK ICE CSX ORLY MDT GD

All the new ICE agents: “My life for Hire!”

It all shows the population decline - ICE grabbing people, people self-deporting, and a deterrence to immigration into the USA.
At the moment unemployment remains low and declined in July despite the decline in payrolls. Soon the job loss multiplier effect will cause unemployment to start to increase as more stores close, more houses sit vacant, hospital beds sit vacant, and there are fewer weddings and births.

I believe that job losses are caused by the decline in the population. I guess about 50,000 people are removed by ICE per month as of July of 2026. And every month possibly hundreds of thousands maybe self-deporting, and hundreds of thousands maybe deterred from coming to the US.
This loss of population causes a job loss multiplier effect. When one person isn't working, there is less spent on food, rent, transportation, etc. Yesterday I noticed a lot of extra items stacked in the lanes at the grocery store. So grocery stores maybe laying off workers and more people lose jobs. Home construction will probably slow more if more housing units are vacant.
It's very clear that today's job report shows unemployment declining even though payrolls have declined [fewer jobs].
So the labor shortage still shows, and we will probably have stagflation until we start seeing the unemployment rate going up and wages declining - not good for more people.

Wütende Völkerfreundschaftsgeräusche 🇩🇪😤🇫🇷 $A0F7BK
**Die Deutsche Bahn (DB) hat den direkt zwischen Berlin und Paris fahrenden ICE vorerst aus ihrem Fahrplan genommen. "Grund dafür sind technische Probleme mit dem europäischen Zugsicherungssystem der Firma Alstom", wie ein Bahnsprecher der Nachrichtenagentur AFP bestätigte** – [Tagesschau](https://www.tagesschau.de/wirtschaft/unternehmen/deutsche-bahn-ice-berlin-paris-gestrichen-100.html)
➡️ Jetzt muss u/sir-karlheinz doch wieder auf Ketten nach Paris fahren 😕

> Are you willing to do the same with immigration crackdowns being a driver of unemployment? You completely pulled that out of your ass.
>If we're talking doing research, deportations in the current administration are about level with where they were pre-pandemic and not close to where they were in the late-00's/early-10's when unemployment was dropping consistently. Immigration crackdowns are not a driver in the unemployment rate, no matter how you slice it.
It's true that deportations are not much higher than historically, but what is changing is people are leaving voluntarily or choosing not to come to America. The horror stories about ICE in the news are having a real impact.
The other factor is that people in the country illegally are afraid to work, because there's a lot more news of workplace crackdowns on construction sites and other workplaces often associated with undocumented labor.
See this article from a progressive think tank:
https://www.americanprogress.org/press/release-trumps-immigration-crackdown-is-weakening-americas-labor-market/
>In its jobs report [From March 2026], the Bureau of Labor Statistics incorporated new population adjustments to its household survey, starting in February, that reflect a dramatic drop in immigration. Net international migration fell from 2.7 million in July 2024 to 1.3 million in June 2025 following a wave of administration policies that expanded enforcement, restricted work visas, ended Temporary Protected Status (TPS) for many immigrants, and implemented new travel bans and immigration restrictions.

Apparently something like 93% of their fleet is from 2025/2026 and they're mostly ICE cars so they're straightening out it seems? It's interesting how spectacularly the EV transition failed though.

They sell almost real-time visibility of movements of immigrants to ICE, their co-founder Peter Thiel is actively trying to dismantle democracy while pushing a techno monarchy of sorts, their comically villainous CEO is pretty open about pushing autonomous weaponry as fast and hard as possible while showing a disregard for guardrails.

He has a good plan. Their setup with 95% new ICE vehicles. What could go wrong?