US Export Surge Drains Inventories, Threatening Energy Security
The world is calling on the barrel of last resort — and it’s brutal for the US. American total petroleum exports (crude and refined products) surged last week to an all-time high >14m b/d. The price? US total inventories plunged at ~3.5 million b/d last week. Unsustainable.
Clean Power Makes Up 91% of New U.S. Capacity
Clean power captures 91% of new U.S. grid capacity as 2025 installations hit 50 GW #energysky -- via pv magazine usa: https://t.co/HAHIJDbUBF https://t.co/hYdtjH6j6O
Opening US Waters Risks Destroying Domestic Shipping
Jones Act. Open US maritime to foreign vessels. Dumb act except US has see US shipping destroyed. Why give away more?
AI CEOs Will Spark Company Boom and Labor Shortage
Once AI agents are capable enough to be CEOs of business, I predict that the number and size of companies doing valuable work will explode. And, big prediction: there will be so much real-world work for all these companies to...
Skin Nerve Fibers Slow Melanoma Growth, Challenging Cancer Neuroscience
A twist in cancer neuroscience with many studies showing hijacking of neurons to promote cancer—melanoma growth slowed by nerve fibers in skin https://t.co/9OWEAhJPOb https://t.co/XGSdYYPqk8
Nubank Invests $7.9B to Boost AI and Inclusion
Nubank Doubles Down: R$45 Billion (~$7.9B USD) to Scale AI, Products and Financial Inclusion in Brazil 2026 investment = nearly double commitment over two years. Funds target: AI-driven platforms, credit models, new products, hiring, office expansion + R$2.5B infrastructure (over 5...
Buy Mining Stocks on Bad News, Profit Later
My favorite time to buy mining stocks? When there's bad news. Production delays. Accidents. Setbacks. Other investors panic. I accumulate. Why? The gold is still in the ground. They're just digging it out LATER. And later = higher prices. Be patient. Be contrarian. MiningStocks #BuyTheDip...
Half of UK's Onshore Wind Near End, Grid Reform Overlooked
Reowering: Scottish Power boss Keith Anderson says 40-50% of the UK's onshore wind projects are coming to the end of their lives in the next decade Says he's concerned that grid queue reform didn't take this into account https://t.co/IsyS5w2icd
Postpaid Unlimited Plans Drop 10% YoY, 35% in Five Years
CTIA: "Postpaid unlimited plans are down 10 percent over the last year and nearly 35 percent over the last five years, adjusted for inflation." https://t.co/4DTWAm2juI
LFCR Undervalued; Upcoming Site Transfers Could Drive 25% Margins
$LFCR beaten down again on fears of equity issuance, lingering preferred concerns, and general liquidity worries. They have enough liquidity to cover the preferreds. Debt is not a concern as of yet. Meanwhile, the company has reported 5 site transfers in the...
Google Pays Up to $1B for Intel TPU Capacity
Amazing that it only took this bullet point to move $INTC this way today (from 3pdata shop) but then again the Apple chowda is out there today "Intel appears to have won the GOOGL/MTK TPU ramping in late CY27. "We...
SYRE Jumps to $8B After Breakthrough UC Trial
$SYRE pushing $8 billion cap currently on a major $XBI red day following their open label a4b7 data proving that a4b7 continues to work. Valuation was ~$3B at the start of the year. Must’ve been a massive surprise that their...
OPEC+ Collapse Threatens US Shale with Price Volatility
Au contraire, @WSJ: A fractured or absent OPEC+ is a disaster for the US oil industry and foreign policy. No OPEC+ = Wild Price Volatility = Gut punch for high-cost US shale oil, the first victim when oversupply...
Pentagon Reveals $25 B U.S. Cost of Iran War
Just in: The US has spent an estimated $25 billion on the Iran war so far, Pentagon acting comptroller Jules Hurst tells HASC, providing the most complete public estimate of the conflict’s cost
Apple’s Stalling Scheme Collapses, EU Regulators Remain Paralyzed
EU regulators are currently paralyzed into inaction as Apple manipulates US trade relations to discourage Europe from enforcing its own competition law. Thankfully, Apple’s attempt to stall the US law enforcement process with frivolous appeals has collapsed yesterday.
Ukrainian Drones Down Russian Helicopters 150km Behind Lines
Video of UAS strikes by the 429th Achilles Unmanned Systems Brigade and 43rd Artillery Brigade on Russian Mi-28 and Mi-8/17 helicopters in Voronezh oblast, more than 150km from the front line. https://t.co/r5hgTqX9sZ https://t.co/0cZTbz6r2y
Russia's Closed Defense Innovation Collides with Oligarch Interests
Interesting analysis below about how defense innovation is managed in a closed system, and the inevitable clash between operational requirements, and business/oligarch interests from colleagues @sambendett @KofmanMichael
Ajinomoto's Factory Fire Fuels Decade-Long MSG Controversy
We did back when the factory had a fire. People have been making content around Ajinomoto for years/decade regarding ABF. But also MSG. :)
Iran War Costs U.S. $25 B, Comptroller Reports
DOD acting comptroller just now at HASC: War in Iran so far has cost $25 billion
40% Home Price Drop Triggers Massive Distress Sales
History indicates that a 40% nominal national home price crash would necessitate significant distress sales. https://t.co/h46Wqa4NpK
Niche, Low‑Cost, High‑Quality Games Define Gaming’s Future
The future of gaming is filling a niche, making games for less than the gross sales revenue, and making games that are better than everyone else's.
Travel Rebound Boosts Uber as It Adds Expedia Hotels
Macro: travel rebound aids platforms. Key: Uber adds Expedia hotels (Vrbo 2026), enables cross-sell credits. Risks: margin pressure, partner terms. Trade: buy UBER on breakout 🚀 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Capital Stack-to-EBITDA Ratio: The Overlooked Buying Metric
Total capital stack to EBITDA ratio is one of the most overlooked ratios in the business buying world.
US Petroleum Stocks Tumble, 13.3 M Barrel Draw
Thereeeeee sheeeee goessssss US commercial petroleum inventories fell by a headline 17 million barrels, PLUS another 7.1 million barrels of SPR crude draws. 13.3 MMbbl total crude draw (comm + SPR), 6.1 MMbbl gasoline draw, 4.5 MMbbl diesel draw. https://t.co/81Zl4NqhBb
Health Care Ranks Equal to Gas in Voter Concerns
Even as gas prices cause real pain for consumers and dominate the news, our new poll finds health care tied with gas as the public's top economic worries. Health care affordability is a big issue for voters this year. https://www.kff.org/public-opinion/kff-health-tracking-poll-health-care-costs-and-the-midterms/
Secretary Hegseth Blames Congress for War Criticism
In his opening statement, Secretary Hegseth just delivered a broadside against members of Congress for questioning the war with Iran. "The biggest challenge, the biggest adversary we face at this point, are the reckless, feckless and defeatist words of congressional Democrats...
Two Upcoming Oral Arguments on Sports-Event Contracts
Reminder: there are 2 oral arguments next week in prediction market appeals. Monday: Mass. Sup. Ct. (9 am) (Commonwealth v. Kalshi) Thursday: 4th Circuit (9:30) (Kalshi v. Maryland) The question on appeal in both cases focuses only on sports-event contracts. https://t.co/6kHZtxozi2
Senate Pushes Warsh Nomination Ahead of Fed Decision
Hours before the Fed's rate decision, the Senate Banking Committee advances Kevin Warsh's nomination along party lines. Now the full Senate must vote before May 15, when Powell's term as chair officially ends. https://t.co/6BvH57i0Y8 @nytimes
Questions on Anchor Return, PBS Misdirection, and Ad Break Rules
TV Talk: When will a missing @kdka anchor return to the air? Why is a local PBS viewer receiving a PBS station that is not @wqed ? Are there rules around commercial break timing for TV networks? Via @TribLIVE https://t.co/4sJRuzFDRS...
Brian Niccol's Turnaround Validates “Back to Starbucks” Plan
Two years ago, Starbucks issued a disastrous earnings report that ultimately spelled doom for Howard Schultz's handpicked CEO. On Tuesday, Brian Niccol delivered a milestone quarter that proved his "Back to Starbucks" plan appears to be working. $SBUX https://t.co/5Q7A4A2xVb
Electrical Contractors Become Key Players in Expanding Solar Storage
Electrical contractors step into a bigger role as solar and storage scale up #energysky -- via pv magazine usa: https://t.co/etiEra5m2X
Wishful End to US‑Israeli Conflict: Leaders Exit, Hostilities Cease
My wishful thinking on the US-Israeli war on Iran on @Hedgeye: "The best outcome would be Trump & Netanyahu taking the exit door. Stop the blockade, stop the bombing, stop everything. Just claim victory and stop punishing the Iranians, as well...
US Gas Prices Surge to $4.23, 30‑Year High
Gas prices in the US have moved up to $4.23 per gallon, their highest level since August 2022. The 42% spike over the last 9 weeks ($2.98/gallon to $4.23/gallon) is the biggest we've seen in the past 30 years. https://t.co/Rw1sNI6MuP
Newlyweds Killed in Semi‑truck Jackknife Crash
“On November 24, 2025, Rajinder Kumar jackknifed his semi-truck and trailer, blocking both lanes of U.S. Highway 20. A Subaru Outback collided with the semi-truck, tragically killing both the driver, William Micah Carter, and passenger, Jennifer Lynn Lower. According to reporting,...
US Crude Stocks Drop; Distillates Hit 5‑year Low
EIA: US crude oil inventories decreased by 6.2 mb to 459.5 mb Significant products draw Distillates inventories are below the 5-year range https://t.co/s54OTlsxtI
HB3DM Demo Achieves 10 GB/Stack, 5.3 TB/S
News from @Intel and @SoftBank SAIMEMORY from @VLSI_2026 Paper T17.5 First demo of HB3DM ➡️ 9 layer, 3 micron per stack ➡️ 1 logic + 8 DRAM layers, ➡️ 13.7k TSVs/layer with hybrid bonding ➡️ 1.125 GB/layer, so 10 GB per stack ➡️ 0.25 Tb/sec/mm2...
U.S. EV Policy Sparks New Rust Belt, Exposing Limits
"How U.S. Electric Vehicle Industrial Policy Created A New ‘Rust Belt’" https://t.co/dwciwwcJL7 "this phenomenon shows the inherent limitations of government-led industrial development" https://t.co/WYvR8iHxw4
Spotting 5 Green Flags in a 68‑Unit Deal
Here’s exactly how I analyze a real estate deal: This deal is a perfect example of clear signs you can look out for This 68-unit deal arrived in my inbox a while ago with 5 massive green flags: https://t.co/sQrmJOFdgR
Sleep: The Next Frontier in Health Innovation
We often think of medical interventions as being only about new breakthrough drugs or diagnostics, but our daily behaviors also have a profound impact on health outcomes. And it’s great to see that being increasingly recognized in the healthcare system....
Progressives Propose Ban on Personalized Surveillance Pricing
1. Some useful moderate legislative proposals coming out from the progressive caucus around corporate power. I'll highlight a few of them. The first is one from @GregCasar to ban personalized surveillance pricing. That's a big deal. https://t.co/42Gsa62juv
Muse Headband’s Decade‑Long Evolution Boosts Mindfulness Guidance
About a decade ago, I had a chance to test the first Muse Headband that claimed to measure EEG (essentially brain waves) at home and provide biofeedback while doing meditations. Muse redesigned its device by 2026 and they sent me a...
YouTube Premium: My Best‑Value, Favorite Subscription Ever
LRT: my YouTube premium subscription is by far the best value and my most favorite subscription that has ever existed in the universe.
Advertising Plus-Size Clothing with Non-Plus-Size Models Is Unacceptable
If your company advertises plus size clothing and then have non plus size women modeling it. It’s a no.
Republicans Push to Revive Clean Energy Tax Credits
Republican legislators seek to restore clean energy tax credits #energysky -- via pv magazine usa: https://t.co/poT6cNYzFv
SCOTUS: No VRA Race Protection; Whites Need
This crazy SCOTUS has now found that there is no discrimination based on race that needs to be protected by the Voting Rights Act anymore… but Whites need to be protected from majority minority Congressional districts.
Rattner Skips Signature “Foam on Runway” Metaphor
How did @SteveRattner not work in his well-used "foam on the runway" line about the auto restructuring? https://t.co/GqVnaSTIo1
Oracle Shifts Supermicro Orders to Taiwan, Boosting Local Rivals
Oracle moves Supermicro orders to Taiwan, elevating local server makers More sources other than Bluefin (Research note last week) with the alarming loss for $SMCI https://t.co/Is2GQQmAkG
US Growth Accelerates; Oil Deal Uncertain, Risk Assets Undervalued
So, I have quite clearly been too optimistic around settling terms with Iran (it admittedly looked like a deal to everyone that Friday a few weeks back), and it seems like both sides think they can afford to be strategically...
Global Trade Grows by Shifting Partners Amid US Tariffs
"Despite tariffs, global trade keeps growing – just with new partners" https://t.co/BTzpU1aCMo "The US is a problem, but hey, let’s expand trade with each other and with the rest of the world... And this is exactly what we did.” https://t.co/RscZQUE96M
AA’s Grab‑And‑Go Lounge Limits Guests to One Item
American Airlines Built A Grab-And-Go Lounge — Then Told Guests They Can Only Grab One Thing - View from the Wing https://t.co/pWEtMWbJBu