New Memory ETF Fills Gap in Pure HBM
Tema filing for a Memory ETF.. No doubt everyone seeing $DRAM's shocking insta-success and looking to copy. I went looking through other AI ETFs there's really nothing close to DRAM's HBM pure play-ness outside of the South Korea ETF but even that lacks Micron. https://t.co/bQI9I43GJf
Govt Brands TikTok Clout Chasing as Political Extremism
Attendees of the TikTok Shorts rizz party after the government declared “clout chasing” and “aura farming” signs of political extremism https://t.co/87bT1L4UsM
Dual Copper and Optical Roadmaps Drive Interconnect Success
Guess what is a good business and technology strategy in the interconnect world? Having both a great copper and a great opical roadmap. $CRDO
Seeking Objective Breakdown of AB 2624 and Its Influences
.@grok please explain AB 2624 objectively; as well as who proposed it and their base of donors and the impact that might have
UK‑Korea Partnership Drives Autonomous Vehicle Future
Fantastic event at the @RAEngNews today on UK-Korea🇬🇧🇰🇷 collaboration on Autonomous Vehicles. Pleased to represent part of the UK views on the topic. Lots to learn & adapt from each other as the tech gets real in 2026. And super...
U.S. Minesweepers Deploy West for Middle East De‑mining
👀 Flurry Of Navy Minesweepers Appear To Be Heading Toward The Middle East The migration of U.S. Navy minesweeping assets west from the Pacific indicates preparations are underway for a major de-mining operation. https://t.co/AksFHzwuro
Sellers Outnumber Buyers by 600K, Affordability Crisis Freezes Market
JUST IN: Home sellers now outnumber buyers by 600,000. That's the largest gap ever recorded in US history. The housing market isn't frozen because nobody wants to sell. It's frozen because nobody can AFFORD to buy. A $400K home now costs $960 more...
Class A Dominates 70% of Houston Q1 Office Leasing
Approximately 70% of the total office leasing volume in Houston for Q1 2026 was in Class A properties.
Physical Asian Oil Surge Forces Paper Prices Higher
My take @Fortune on oil prices: "Physical oil in Asian markets spiked past $150 a barrel; the paper market never climbed that high… The paper price will be forced to converge with the physical - and it has nowhere to go...
GOP Lawmaker Threatens Lawsuit Over NY Voter Rolls
An election-denying Republican member of Congress is targeting New York’s voter registration process — demanding records and threatening legal action over familiar, unproven narratives about voter fraud. https://www.democracydocket.com/news-alerts/election-denying-gop-lawmaker-anti-voting-group-target-new-yorks-voter-registration-system/
Private Equity Monopoly Inflates City Vehicle Costs, Taxes
If you love property taxes, thank a private equity exec. Private equity cornered ambulance and fire truck production and hiked prices. It turns out, I'm being told, they also did it to other specialty vehicles used by cities too. PE is...
FMCSA Instability: 12 Administrators Since 2020
For those wondering why the FMCSA has been ineffective, just look at this list. They have changed acting administrators 12 times since 2020 and 8 times since 2024 https://t.co/cCRMOoSqoP
Bolivian Cessna Disappears 30 Minutes After Takeoff
Tragic update from Bolivian skies. A private Cessna Citation Bravo (CP-3243) departed La Paz’s El Alto Airport around 8:19 local time on April 13, bound for Santa Cruz, with only two pilots on board. Roughly 30 minutes after takeoff, the crew lost...
Thai Developer Proposes Massive Battery in Former Coal Region
Thai developer sends new big battery project to EPBC as storage takes centre stage in old coal country #energysky -- via Renew Economy: https://t.co/L9uVu77HKT https://t.co/vYYx0IGNt1
Regent Squire WIGE Drone Completes Inaugural Flight
Regent Squire Wing-In-Ground Effect Drone Demonstrator Makes First Flight Squire is designed to take on multiple roles and the Marines say they are monitoring the aircraft's progress. https://t.co/sA4Iv5JZPr
Verizon’s mmWave Dominates Denver, Atlanta, Philly, Boston
Denver, Atlanta, Philadelphia, and Boston are top mmWave cities for Verizon. Roughly 60% of RootMetrics’ outdoor testing samples landed on Verizon’s mmWave in these cities in the second half of 2025. https://t.co/EWgcr9yWVs https://t.co/wyFUWfyn7U
Global Energy Shock Still Unreflected in Prices
I agree with my friend and renowned oil expert Javier Blas. The GLOBAL ENERGY SHOCK has yet to be priced in. https://t.co/jGrLu4xyby
Why Oil Can Be Both Surplus and Shortage
Oil Surplus Meets Oil Shortage: What the Heck is Going On? How can the world have too much oil—and not enough at the same time? Energy economist Ed Hirs explains. #oilandgas #iranwar #uspoli #cdnpoli https://youtu.be/u24Q9ESql1A
Deal or Destroy? Choosing US‑Iran Priorities
What comes first? A. genuine deal between the US and Iran B. A military sinking of a vessel that breaches one/both of the blockades
For Real Iran News, Follow Curated X Feeds
The one common denominator about most articles on Iran is that they are stale. To get current news, the only place to be is X, looking at posts of followers you've curated.
Wealth Taxes Replace Estate Taxes—Use Proper Gift/Estate System
Wealth taxes are stupid because they're replacing estate taxes. Just have a gift/estate tax schema that works you lazy asses.
Roblox to Censor Games on Prayer, Vaccines, and More
Roblox will soon roll out "child accounts" and start filtering out games with "sensitive issues." I asked Roblox what it considers a "sensitive issue"—and they told me! Prayer in schools? Vaccination policies? The full list at @crossplayblog https://t.co/C2khI7QBP1
Delaware Chancery Court Allows One Woman to Hijack Companies
⚖️ DE Chancery Court I am mad. Mad that one woman can hold a company hostage for so many years. And here is my warning to Companies incorporated in Delaware, to fund managers and financial analysts. And to Delaware's Governor @MattMeyerDE, who missed a...
Older Condos Falling Faster Than Detached Homes
Condos have declined more than the detached market. I find the older developments have struggled more. https://t.co/0cBXaIJT83
Better In‑Flight Wi‑Fi Will End Guilt‑Free Reading
starlink/leo competition is going to solve airline wifi and that means i will no longer be able to simply read a novel sans guilt while flying
Tucker Carlson Blames Israeli Pressure for US Iran War
.@TuckerCarlson on the REAL cause for the US to engage in a war on Iran: “You would have to be either not very bright or under immense pressure from another country to start a war like this... We did this because...
Henry Hub Natural Gas Hits Lowest Level Since Oct 2024
Henry Hub #natgas - that's the lowest weekly price back to Oct 2024 $UNG $NG_F https://t.co/KqYZQ2PcAQ
From Stanford to Bootstrapped Comedy Empire, No VC Needed
In 2021, @zoyagarg_ had a Stanford CS degree and Silicon Valley at her feet. She walked away from all of it and built a bootstrapped family comedy empire to multi-7 figures instead. No VC. No safety net. Just vision. 🧵...
Simple Checklist for Successful Industrial Real Estate Investing
Investing in industrial real estate is easy. You just need to: • Find a building that tenants actually want (not just today but through different market cycles) • Make sure it works for multiple tenant types and not just one very specific use...
Podcasts Lose Appeal as Ads Overwhelm Content
Starting to find podcasts way less enjoyable than I used to now that they are increasingly stuffed full of ads - at times feels like more ads than content.
Driver Charged After Fatal Ohio Crash Killing Family
"During his court hearing, Ngom was given a $50,000 cash surety bond and was ordered to not drive. State prosecutors said they anticipate more charges to be filed. Ngom has a preliminary hearing scheduled for April 21 at 3 p.m....
Texas Winter Wheat Faces Catastrophic Failure, Harvest Doubtful
The latest crop ratings from @usda_nass shows just how tough things are in Texas with 54% of winter wheat rated poor to very poor. Another 31% is considered fair. I saw it firsthand last week in the Southern Plains. Wheat barely...
US Soybeans Plant Faster
🇺🇸U.S. soybeans are 6% planted, above expectations and historically quick. Corn is 5% planted, slightly ahead of last year. Winter wheat conditions dropped another point this week. https://t.co/Yy2wWIzMud
Rockstar Refuses Ransom, Hackers Leak Files Early
Hackers who stole confidential files from Rockstar appear to have released them early after the GTA maker refused a ransom demand https://t.co/ylRE5FvZsz
Trump Announces U.S. Blockade of Hormuz Strait
President Trump made one of the most significant moves of the past year when he announced that the U.S. would blockade the Strait of Hormuz. Full analysis available exclusively on Patreon ➡️ https://t.co/9Jtz6Cei8b #iranwar #geopolitics https://t.co/pQIrU6zGT9
Tesla Leads Dutch EV Market; FSD Subscription €99/Month
“Tesla is the most popular maker of electric cars in the Netherlands, w/ around 100,000 Model 3 & Model Ys combined on its roads that would be eligible for FSD.. Kees, a Tesla enthusiast, said he had purchased a subscription to...
Most Followers Miss Your Posts, Stop Over‑Repeating
90% of your audience isn't seeing your content the first time. Most people don't see your posts, and you're stressing about "looking too repetitive."
WSJ Wins Courage Award, Trump to Present It
Drama at this year's White House Correspondents Dinner: The Wall Street Journal is being awarded the The Katharine Graham Award for Courage and Accountability for its reporting on the "bawdy" letter that Trump set Epstein. Trump, who sued the Journal over this...
Product Copy Can Double or Halve Your Sales
The moment you put words on your product, you either increase sales by 50%… or kill them by 50% Let’s talk about it. 🧵
Corporate Jargon: Naming Transformations Like a Game
Project Grand Slam? How do companies name these transformation ideas? Focus groups? Darts at a board?
WTI Holds $88 Support After 22% Intraday Drop
WTI crude dropped 22% peak to trough in a single session after the U.S.-Iran ceasefire announcement, but held $88.13 support on a closing basis. Still up +66.57% YTD. RSI is printing a clear bearish divergence. The $88 level is key. Hold...
Why Anthropic Chose Coefficient Bio Over Bigger Rivals?
Reading up on the Coefficient Bio deal. I totally get the industrial logic around why Anthropic should care about drug discovery. But why this particular company? There's lots of more scaled players doing this. Can anyone educate me? https://t.co/akFVmRUaYw
Post‑2010 Reforms Boosted Oil Price Resilience
We have handled higher oil prices better after 2010 than pre 2010 cycles. Post 2005 BK reform and 2010 QM laws https://t.co/SwQzY3OpNQ
Eric Church to Celebrate 20 Years with Unique July Shows
Eric Church announces three nights at Red Rocks and two at Lake Tahoe this July, each night a different set celebrating 20 years of his catalog. Tickets on sale April 17 and details here: https://t.co/bCe1XowZUa
U.S. Steel Mostly Electric, China Still Coal‑driven
I say this not to shame China but to call out the misguided “electrostate” commentary: Roughly 90% of Chinese steel production uses metallurgical coal. 10% via ⚡️ electric arc furnaces. In the US, over 70% of steel production uses electric arc furnaces 🤔
Canada Clings to Outdated Model Amid Global Economic Shift
The Global Economy Is Rewiring. Canada Still Clings to the Old Model New technologies are disrupting the status quo, leading to new energy and economic systems Canada isn't prepared for. https://markhamhislop.substack.com/p/the-global-economy-is-rewiring-canada
Hormuz Crisis Slashes OPEC Output, Sparks Global Energy Turmoil
🎡The Hormuz Crisis Reduces OPEC Production by 7.9 mb/d 🎡Kazakhstan's Crude Production Recovers 🎡EU Dependence on Russian Gas to Increase 🎡Iran War, Hormuz & Petrodollar 🎡US Blockade of the Blockade 🎡Panic and Oil Hoarding 🎡Saudi Oil to China: Watch Chinese Inventories 🎡India to Get Iranian Oil, But...
LA Wildfire Recovery Lags Behind Other Disasters
Fifteen months after the Los Angeles wildfires, rebuilding is lagging behind other disasters. "There’s certainly no chance of them being this outlier of fast recovery. It’s not physically possible at this point." https://t.co/N6OxdteMDr https://t.co/U5ys5NJfCX
YouTube Gifts Now Available on Horizontal Mobile Streams
YouTube is expanding Gifts to include Horizontal streams (on mobile devices). It had previously been limited to vertical streams on mobile.
Oil's Hidden Role Powers Every Corner of Economy
"Oil is an absolutely essential commodity that's built into our economy in all sorts of ways that are not immediately obvious." https://t.co/cLvjjzdJDU