BRE Poised for Takeover by LYC or MP
$BRE is a strong potential takeover target for either $LYC or $MP, given that Mrs. Rhineheart is a shareholder in all three companies.
Eagles Lock Wicks with $9M Guaranteed, Cap‑friendly Deal
WR Dontayvion Wicks' #Eagles Contract ▫️2-years, $16.1M total value ▫️$9M fully guaranteed ▫️$7M cash in 2026 ▫️$2.25M incentives ▫️4 void years for cap
Google’s Jan 20 Update Cracked AI‑Heavy SaaS Blogs
The Jan 20 Google update was the most interesting update of the year for me so far (I’m still working on March Core analysis btw 🥵) Still finding new examples that all match the same patterns. A few things seemed to...
Tim Bradshaw’s FT Scoop Predicts Early 2026 Apple CEO Transition
When the Financial Times reported that Apple CEO succession in early 2026 was on the table - much earlier than anyone else had said - my initial reaction was to believe the reporting. Tim Bradshaw doesn’t miss.
Silver Miners Cheap, Cash‑flow Rich Amid Price Resilience
With silver prices proving resilient at these levels, miners are trading at some of the cheapest valuations in their history. These companies are delivering record cash flows with exceptionally high margins. Game on. https://t.co/a2yC5hgWq2 https://t.co/06A0bDqjf9
Fans Angry as Cavs Game Moves to Paywall
So f'ng mad I can't watch the @cavs tonight as @nbc decides to put it on their pay platform. But more so with Adam Silver and @nba for letting that happen. You all suck.
Gulf Oil Turmoil Spurs Shift Toward China
US fights Iran. Gulf oil market is roiling. In the meantime, Gulf states are shifting toward China. Day what?!
Drones Replace Vans for Sparse‑Population Delivery
Did you know 99% of the US has fewer than 500 people per square mile, yet we're still delivering to all of it with a van… A Roman technology. Here’s how Etienne Louvet, CEO of Iona, is fixing this with...
Fervo Energy S‑1 Reveals Geothermal Pipeline and Costs
Enhanced geothermal energy pioneer Fervo Energy filed its S-1 in advance of a planned IPO, offering a closer look at their development pipeline, current and projected capital costs, and more. @heatmap_news's @MattZeitlin drills down for some insights: https://t.co/vpluY58Osk https://t.co/Q1X1QDKuNb
Private Credit Outlook Shifts: From Golden Moment to Cautious Reality
Bloomberg ran “key takeaways from the Milken Conference” last year. One was the narrative of a “golden moment” for Private Credit, per the panel. The panel this year might have a different tone. BTW I am on...
Ternus Seen as Apple’s Continuity Candidate for CEO
Incoming CEO Ternus is Apple's 'continuity candidate', says Moor Insight's Patrick Moorhead $AAPL https://t.co/FmBN141F2p https://t.co/mGkOMK8SQL
Tim Cook's Greatest Legacy: Preserving Apple’s Core Culture
Tim Cook will deservedly get a great deal of credit for helping Apple scale into one of the most powerful economic machines in the world. But I think an equally important part of his legacy is cultural. His job was not...
Google, Kia, DoorDash Power NBA Playoff Broadcast
NBA playoffs presented by Google, pregame coverage by Kia and starting lineups by DoorDash. Got it!
Oil Pullback Ends Trade Narrative, Sparks Low‑Price Speculation
When a trade suffers the kind of pullback oil has now seen, it's over. A trade is just a story. It needs excitement and momentum. That's out the window and has been replaced by people asking how low oil prices...
Apple’s Leadership Shift Follows 2,300% Return
#Apple is entering a new era: hardware chief John Ternus will become CEO, w/Tim Cook becoming executive chairman. When Cook took over 15yrs ago, Apple was worth ~$300bn. Today, it is worth >$4tn. Incl dividends, that is a total return...
Markets Brace for Iran Conflict Impact on US Economy
Is the Iran war already hurting the US economy? For their next trick, markets will try to make sense of US retail sales data alongside headlines from the Middle East. #stockmarket #IranWar #economy #macro #trading #dollar #oil https://t.co/K6KFiZlhQl
Onto's Rigaku Stake Raises Valuation Risk, Trim Suggested
Onto buys 27% of Rigaku for $710M, bolstering X‑ray/CD‑SAXS tie‑up; strong cash but 105x P/E flags valuation risk. Trading insight: trim ONTO on strength; watch execution. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Oil Surge Pushes Brazil Real Toward 4.50/USD
We're on our way to $/BRL 4.50. Oil prices aren't going to fall back to pre-war levels quickly, which lifts Brazil's terms of trade and the Real. I'm moving my posts behind a paywall in coming months. Please consider subscribing...
China’s Decade-Long Goal: Avert Global Economic Catastrophe
Oh, Rudy... I'm so saddened by this line: "China is clearly intervening to get the Iranians to open the strait to prevent a global economic catastrophe." @RudyHavenstein Yes... it has been shown over the last decade that China's primary objective...
Every Career Stage: Masterable Presentation Skills Boost Value
At every stage of your career, when you open your mouth you sell yourself, your ideas, your value, and your ability. Fortunately, even if you’re not a born communicator, the ability to deliver a powerful presentation can be learned. #frippvt #virtualcoaching...
Due Diligence Tests a Founder’s Recruiting, Leadership, and Vision
Due diligence is so much about testing a founders abilities. Can they recruit? Do people follow them? Will they figure it out when everything breaks? Are they visionary?
Flacco Gets $4M Guaranteed, Cap‑friendly One‑year Deal
QB Joe Flacco's #Bengals Contract 1-year, $6M base value $4M fully guaranteed 2 void years for cap purposes The deal contains a variety of playing time & playoff-based incentives that max out at $2.75M.
Apple's Hardware Shines, AI Leadership Urgently Needed
My AI is opinionated about Apple today: https://t.co/8L5xphk0qQ Says: “The chip team is in great hands. The AI team is not. Ternus needs to hire a Chief AI Officer immediately. Not a VP. A peer. Someone who can own the AI future the way...
Upcoming Founder & Investor Events: Pitch, AI, Networking
New week, new event roundup. Hope to see you at an upcoming event: ⚾ April 27: Batter Up! San Francisco 🤖 May 5: How to Build an AI-Native Company Vibe Camp Workshop with Lawrence Coburn, CEO & Co-Founder, Ambient 🌲 May 11–13: Camp...
AI Traffic: From Worst Customer to Top Performer
A Year Ago AI Traffic Was Your Worst Customer. Now It Is Your Best. https://t.co/xQGflQOMl2
Ternus Could Boost Apple’s Valuation by Reshaping Narrative
Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge $AAPL's multiple by changing the narrative, which is the biggest opportunity in big tech. https://t.co/OBAsgEfbOV
Aubrey Lands Record $10M Kicker Season
Brandon Aubrey's #Cowboys Extension 4 years, $28M new 5 years, $33.767M total $15M fully guaranteed $5M more next March Aubrey gets $10M cash in 2026, the largest single season payout for a kicker in NFL history.
Big Tech's Low Taxes Boost Profits, Erode Worker Share
Actually, Pro-Trump MAG4 companies - $META $TSLA $GOOGL & $AMZN - unsurprisingly pay the least US taxes despite being some of the largest companies in the world. https://t.co/80OHUutsyx Also this trend of US corporate profits growing faster than the domestic economy has...
Apple's Cash Soars, Product Innovation Stalls
Apple is an amazing company, that's printed money for a decade... .... but it's been uninspiring on the product front... excited to see if a product-focused CEO will make some bolder bets than the watch and airpods
Youth Sports Turn Into High‑stakes Luxury Market
Sign of the apocalypse when Robb Report does a story on Youth sports. Meet the Families Betting Big on Their Kids’ Athletic Futures https://t.co/I40UVdgZM3 via @RobbReport
Danny Pinter Lands $2.75M Ravens Deal, $1.5M Guaranteed
G Danny Pinter signed a 1 year, $2.75M contract with the Baltimore #Ravens that includes $1.5M fully guaranteed. Pinter played on a $1.6M contract with the Colts last season.
Falcons Fill Roster Gaps with $21M One-Year Deals
Recent Atlanta #Falcons Contracts (est. $21M of cap space) OT Jawaan Taylor 1-year, $5M; non-gtd RB Brian Robinson Jr. 1-year, $2.5M; $775k gtd QB Trevor Siemian 1-year, $1.3M; non-gtd LB DeAngelo Malone 1-year, $1.5M; $215k gtd CB Darnay Holmes 1-year, $1.2M; non-gtd RB Tyler Goodson 1-year, $1.145M; non-gtd
Consolidate AI Experiments, Focus on High-Value Use Cases
RT If you're serious about AI in 2026, start killing or consolidating scattered experiments and back a smaller set of high-value use cases with clear ownership, metrics, and governance. Less chaos, more compounding value. #CIO #AI @Star_CIO https://t.co/VtuS5rQ0ZG
US‑Iran Talks Will Steer Markets over Next 48 Hours
Here's the top global macro event risk over the next 48 hours. I think there is a lot of important backdrop to the likes of US retail sales, UK jobs and Tesla earnings....however, I think the US-Iran negotiations will be responsible...
Unified Hub Links Agents to SMB Ad & Analytics Tools
What is the best platform for connecting agents to the everyday systems needed by SMBs? Eg support for Google and Meta ads and analytics
Labor Market Power Flip Was Brief and Now Gone
Something shifted in the labor market that most people did not notice until it was already gone. There was a window where the negotiating dynamic actually flipped. I watched it happen in real time through the volume and tone of...
Apple CEO Tim Cook Announces Departure, Executive Shake‑up
Apple CEO Tim Cook To Step Down. IPhone Maker Shakes Up Executive Ranks. https://t.co/I8KNNFMGab $AAPL
AI Could Automate Team Journaling, Saving $14K Monthly
every sunday I journal through every person on my team. can this role be automated? can AI do 80% of it? last month i cut $14K/month in team costs doing this exercise.
Dr. J’s Bottling Deal Sparked Billionaire Success
Today, I moderated a panel in Philly with the legend Dr. J talking business and trade. We even recapped his deal owning a Coca-Cola bottling company decades ago. It’s the same business that turned the late, great Junior Bridgeman into...
Bills Lock in Low-Cost Depth, Preserve $12.7M Cap
Recent Buffalo #Bills Contracts (est. $12.7M of cap space) C Lloyd Cushenberry 1-year, $1.4M, $1.2M gtd C Austin Corbett 1-year, $1.4M, $1.2M gtd S Damar Hamlin 1-year, $1.2M, $25k gtd WR Trent Sherfield 1-year, $1.3M, non-gtd
Bolt Employees Lose Paychecks Amid Payroll Glitch Claims
Sources telling me @bolt employees have had their most recent paychecks clawed back from their bank accounts. Bolt is blaming 'tech glitch' at payroll processor, but speculation is Bolt can't even make payroll, per sources familiar w/situation.
Jaguars Free $5.7M Cap, Walker Earns $10M Raise
Travon Walker's #Jaguars Extension 4-years, $110M new 5-years, $125M total $50M g'teed at signing $15M more next March 3-years, $77M practical The Jags free up $5.7M of 2026 cap space with the extension, while Walker gets a $10M raise this season.
Startup Hype Eclipses Real Product and Cash Reality
Overheard in NYC “we can’t just vibe code this product we have to build a real saas platform [pounds the table]” “we just need to get on calls and we’ll have fucking sales pouring in through the windows” “we could just keep doing...
Passion at Work Attracts Top Talent, Says Tim Cook
Tim Cook reminds us that a passion for work is a talent magnet for the best recruits https://t.co/TYGbP7Mxsl
Alex Cooper's Media Empire Faces Unexpected Growing Pains
Great reporting from @ashleyrcarman on media darling Alex Cooper and her struggles to build a media business.
Apple Announces John Ternus as New CEO, Cook Steps Down
Didn’t realize that day in Grand Central I was getting a selfie with Apple’s new CEO. John Ternus, far right, takes over as Apple CEO in September. Tim Cook (second photo), CEO since 2011 becomes Executive Chairman. Between us is...
Tiny Triggers Can Jeopardize $110 Trillion Economy
turns out it doesn’t take much to hold a $110 trillion global economy at risk.
Threads Adds Shareable View‑count Card for Profiles
You can now create a shareable views count card on Threads 🆕 And choose to display your view count on your public profile Here’s my view count for the past 30 days
Steve Jobs Championed Small Teams for Big Breakthroughs
Tim Cook on how Steve Jobs believed that small teams could do amazing work. https://t.co/k7bMtFM6hs
AI and Creativity: CEOs Forecast Future Collaboration
MyPOV: @Adobe CEO @snarayen with @nvidia CEO Jensen Huang sharing insights on the future of AI and creativity. #AdobeSummit https://t.co/Fmlwzxeza8