Meta's Aggressive RSU Targets Signal Confidence, Prompt Buy‑the‑Dip
Meta awards RSUs/options to senior execs tied to aggressive share targets—signals confidence but risks dilution and execution. Trade insight: buy on confirmed pullbacks. 🔍 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
US Navy's Proximity Stalls Commercial Traffic in Hormuz
And Trump just explained why there’s virtually no commercial shipping through the Strait of Hormuz right now. The Lincoln is ~600 miles off Iran’s coast. That gives it several minutes of warning time, plus an entire air wing, three destroyers, a...
Testing 20 Workers Forces Local Postgres Max_connections Scaling
I've scaled app servers, I've scaled HAProxy, I've scaled Postgres replica dbs, I've scaled job servers Never until today have I had to scale my local max_connections for Postgres but once you run 20 simultaneous workers doing full tests, now I...
Layoffs Boost Profits, Protect Shareholders, Not Workers
“They fired 8,500 employees in one morning ‘to protect the business.’ 24 hours later: record quarterly profit plus billions stock buyback. Translation: your job was the dividend. Who’s really getting protected here?
Record February Home Purchase Cancellations Hit 13.7%
42k US home purchases were canceled in February which equates to 13.7% of all homes under contract. That's the highest cancellation percentage for any February on record. https://t.co/QuxiWyB3TE
Epic Resumes Still Signal Top‑percent Talent Despite Layoffs
In the coming days, employers will see a stream of resumes of once-in-a-lifetime quality folks. An important thing to understand is that Epic never lowered our hiring standards as we grew, and the layoff wasn't a performance-based "rightsizing" as companies...
Top Tech Job Openings Stagnate or Decline
This data from Lenny is super cool to see but I'd love to see a cut that's filtered to the top 50 companies (FAANG, AI-native companies, top SaaS, etc) or so that PMs really want to work for. My guess...
Relief Fails in Panic: Trump, IEA Miss Oil Reality
What Trump and the IEA Missed About the Oil Market: Relief Does Not Work When Markets Are in Panic Mode Daily Energy Report https://t.co/9c26JYBjru
Leadership Gap: Illusion Creates Disillusionment in Teams
People don’t become disillusioned— they become disillusioned after they were first illusioned. That’s the leadership gap. In this episode of Generations at Work, we unpack why so many teams struggle with expectations—and how to fix it. https://www.maxwellleadership.com/generationsatwork/
Tern M&A Negotiations with Merck Need Better Valuation
$TERN M&A talks with $MRK Lot of upside positioning in it been highlighting, but need to see a stronger price tag https://t.co/MLOShQGHyF
GDP‑B: A Fresh Lens on Economic Well‑Being
Kevin Fox provides a terrific summary of GDP-B, a new way of measuring economic well-being
White House Wins Jawboning, yet Oil Prices Defy Expectations
The White House is (truly) winning the oil jawboning battle against Tehran — still to be seen if Trump would win the physical oil market war. But to see Brent trading at sub-$100 a barrel (and WTI below $90) after...
2‑Year Treasury Yield Jumps To
The March 2026 US Treasury 2-year yield hit 3.93%, up sharply from 3.45% last month. This is the highest yield since May 2025. TRUMP’S TARIFF WAR AND WAR ON IRAN ARE RATTLING BOND MARKETS. https://t.co/TfJWZRALwu
Leaders Must Embrace Continuous Learning to Stay Effective
One of the most important skills, even as a leader, is the ability to keep learning because no one knows it all.
Your Domain Is the Security Foundation, Not a Card
Treating your domain name as just a digital business card is a massive security oversight. In reality, it is the bedrock of your Security Infrastructure. 🛡️ If your domain is compromised, everything else - your email, your SSL certificates, and your...
Action, Visibility, Repetition, Community: Keys to Leadership
👇🏾 1. Action builds Confidence 2. The world rewards the visible 3. Repetition is how mastery is born 4. Imposter Syndrome never goes away. 5. People are the real asset 6. Community matters more than anything. 7. Leadership is all about sacrifice.
Startup Success Standards Have Shifted Upward—Now Exceptional Required
The definition of a “great” startup has changed. But many founders are still building like it’s 2018. A few shifts happened: 1) A $1B exit used to be the goal. Now it’s often just the baseline. 2) $100M ARR used to mean you...
Amid Iran War Hype, Hidden Trade Opportunity Emerges
Markets are jumping from one Iran war headline to the next, but look through the noise and this trade seems to be hiding in plain sight. #IranWar #Macro #Dollar #Trading #Markets https://t.co/iAgNNxmpff
Conflicting Priorities Fuel Operational, Financial, and Employee Risks
Conflicting priorities create operational, financial, and even employee risks. It's not just about missing deadlines; it's about wasted resources, lack of insight, and a frustrated team. #ProjectManagement #RiskManagement https://t.co/k7tILDaC71
Tariffs Boost Prices Now, Promise Uncertain Future Benefits
Tariffs raise prices now and gamble on benefits later—if they come at all. Meanwhile, retaliation and supply chain shifts hurt U.S. businesses. That’s not a clear “benefit.” And corporations don’t price based on taxes alone—they price based on what they...
Europe Braces for Iran War Fuel Shortages
Europe will soon face the same kind of fuel supply disruptions as Asia due to the war in Iran, says Shell’s CEO 🇪🇺 ⚠️ “If you look through the slate, jet fuel is already being impacted. Diesel will be next...
Stripe's In‑Ads Checkout Makes Shopify Optional
Uhhh is this the beginning of the inevitable breakup between Stripe and Shopify? This is a big deal. It’s also a bunch of my predictions coming to life at once. Here's what's happening: Stripe is powering a native checkout inside Facebook ads....
Russia Earmarks Oil Windfall for Welfare Fund, Cuts Spending Reliance
Consider the source, etc, but the official line from Russian govt is that O&G revenue windfall will go straight into rebuilding the (depleted) national welfare fund. And longer-term plan is to reduce role of O&G revenues in day-to-day spending. https://t.co/5QfNPsBYtV
Paramount‑Warner Merger Unraveling, Not Inevitable
Rushfield Quixote tilting at those windmills... The Paramount-Warner Deal Isn’t Inevitable. It’s Starting to Unravel, by @richardrushfield https://t.co/lWK9gdhl8z
US Q4 Productivity Slumps, AI Hype Stalls
This morning, the US BLS released nonfarm productivity data for Q4 2025. Q4 2025 growth was revised down to 1.8%, from 2.8%, and well below the 5.2% surge in Q3. FULL-YEAR PRODUCTIVITY GROWTH SLOWED TO 2.1% IN 2025, DOWN FROM 3.0% IN...
Everyone Navigates Iran War Oil Market Differently
No judgment. We’re all dealing with the Iran War oil market in our own way.
How to Market AI to Unaware Buyers
#AI. Cracking the Code: Selling AI When No One Knows How to Buy It. (Selling Power) #JVGpost https://t.co/qvUmvc8cl0 https://t.co/4a2iT8UtzP
Interview Success Means Fit, Not Skills, Matters
If you made it to the interview stage, talk your talk. The hard part is already done. Your resume got you through the door which means they've already decided you can do the job. Now they just want to know...
Simplicity Beats Overcomplicated Content Strategies Every Time
Sometimes I think my content strategy is too simple...then I remember that's the whole point. 😂 Most everyone is overcomplicating the hECKKK out of content
Master Communication to Rise Like a Rock Star
Do You Dream of Being a Rock Star Communicator? The higher up the corporate ladder you go, the more your important your communication skills become. https://t.co/ClBjQ7N8AZ #frippvt #presentationskills #professionalspeaker
B‑Book Strategies Thrive Until Market Reverses, Then Collapse
When B Books fail. I still remmember the GBPJPY trade of 2005-2006 like it was yesterday. I was working for FXCM whic was teh biggest retai dealer at the time and of course like dealers the delaing room was rarely offsetting risk...
War Triggers Swing From Expected Cuts to Near‑zero Hikes
The day the war started (Feb 28), Fed fund futures were pricing in 2.5 rate Fed CUTS for 2026. Now they are pricing in 0.2 of a Fed rate HIKE for the rest of the year. https://t.co/kZikoSqzqz
Iran Prefers JD Vance over Witkoff, Kushner for Talks
The Telegraph reports Iran does not want to negotiate with Witkoff and Kushner, they prefer JD Vance. https://t.co/EM6pghSciP
Master Seller Financing: Close Deals Your Way
The 100% Seller Finance Masterclass (How I prefer to close deals) Watch The Whole Thing & Subscribe https://youtu.be/DLQpmKqi2KU?si=DTFJWU458HOy85lO
Vibe‑coded SEO Tools Boosted My Income 56%
My income grew (at least) 56% this month, because of my vibe-coded SEO tools. Join the newsletter to get the what, why and how I’m doing it. Link in the next tweet. https://t.co/o3241R7YeN
Crisis Unites Yield and Oil: Correlations Converge
Tick chart starting Friday afternoon. 10-year yield (white) Nearby WTI crude oil futures (blue) In a crisis, all correlations go to 1. https://t.co/0ubKfHkt9Q
Apple Embeds Device Management, Signaling Strong Enterprise Push
Well, if there were still any doubts that Apple is very much interested in Enterprise this clears it up. Very smart to make device management a built-in feature, serving a need but also helping with that TCO analysis https://t.co/hjbqIXo1vy
Treasury Declares U.S. Insolvent; Media Turns Blind Eye
the writing has been on the wall... but still most will continue to scoff it off and kick the can down the road, as the politicians similarly do... The Treasury just declared the U.S. insolvent. The media missed it https://t.co/6xs6EPNFXr
Smooth Meetings May Signal Trust—Or Conflict Avoidance
How do your meetings feel? I’ve noticed that when meetings are consistently smooth, polished, rarely tense… it can mean a couple different things. Sometimes it’s trust. Other times it’s that people figured out a while ago that, despite the pretty slogans about...
AI Tool Boosts Form Conversions From 3% to 12%
I built a skill for Claude Code that optimizes any form on your site — demo requests, contact forms, lead capture, applications. You tell it about your form and current conversion rate, and it identifies exactly what's killing completions. Too many...
Iran War Unravels Integrated Global Energy System
Global Energy Shocks Explained by Top Economist Prof Severin Borenstein, UCBerkeley, about how a deeply integrated global energy system is being disrupted by the Iran war. #IranWar https://youtu.be/nB4mn1FG644
U.S. Pushes Month-Long Ceasefire for 15-Point Deal
The Times of Israel reports US administration working on a monthlong ceasefire period to negotiate a 15-point agreement. https://t.co/E2EyihE4Gt
Contest Winner Ish Becomes Star Team Member
Ish won the Bitwise Research hiring contest a few months ago. He's been a tremendous addition to our team.
Human Psychology, Not Novelty, Drives App Success
new apps and tech don’t succeed because they’re innovative or cool, but rather because of a deeper set of human tendencies…
YC W26 Sets Record: 3× $1M Startups, 14%
YC Demo Day for W26 is in full swing The craziest stat: 3X more companies in this batch reached $1M annualized revenue than W25 Also crazy: the fastest revenue growth rate of YC history at 14% week on week growth *on average*...
AI Autopiloted Term Sheet, Closing Deals in Seconds
Sent a founder a term sheet. $500k @ $10m post. She replied, and CC’d my assistant. “Too low. Claude, double the check size, 3x the valuation, and introduce me to Zuck and Jensen.” I laughed, as if that would work. I keep those intros...
Aluminum Prices Surge 12‑40% Amid US‑Israel Conflict
As a result of the US-Israeli war in Iran, ALUMINUM prices are UP 12-40% THROUGHOUT THE WORLD. The world’s biggest carmakers are reportedly “panic buying.” CARMAKERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/yRInvBpEdm
Victory Capital Abandons Janus Deal over Committee Opposition
Victory Capital has pulled out of Janus acquisition after not getting support from Janus’ “special committee” https://t.co/VSWcoMUQal
Metric Obsession Fuels Toxic Culture and Low Effectiveness
“When managers or executives are fixated on their team/org. performance metrics, it often breeds unhealthy behaviors in employees. The effects can ultimately compound into a fetid culture and poor #workplaceeffectiveness.” https://t.co/6cwj8cMUdN #leadership #management
Explaining CPUs, GPUs, TPUs, NPUs and Qualcomm’s Role
There's been some talk of data center CPUs today. What's the role of CPUs vs GPUs vs TPUs vs NPUs - and where does @Qualcomm fit in? I had to try to do a plain-English answer. (shot and edited on...