UN Forces Overlook Hezbollah’s Massive Weaponized Tunnel Network
Been there (my photo from inside where Hezbollah drilled into solid rock). Hezbollah built hundreds of these tunnels and bunkers along the border under the watch of over 10,000 UN forces supposedly there to prevent it. They filled their tunnels with weapons and rockets. Some meant to conduct an October 7th style attack much larger than what Hamas executed. @KatiePavlich
Intel and Google Team up for Next‑gen AI Cloud Infrastructure
INTEL $INTC AND GOOGLE $GOOGL PARTNERSHIP Intel and Google just announced a multiyear collaboration to "advance the next generation of AI and cloud infrastructure"
Understand Customers First, Then Drive Sales Effectively
We have to start putting ourselves in the customer’s shoes more often… 👀 Because it just doesn’t make much sense trying to increase your sales without understanding how people actually buy. Save this because it’s full of practical information. 🧵
USDA Confirms 136,000 Tons U.S. Corn Sale to South Korea
USDA confirms the sale of 136,000 metric tons of U.S. corn for delivery to South Korea in 2025/26.
Clickable Caption Links Are Optional; Stick with Bio
Yes... there some people who have access to a new Instagram feature that allows them to have a clickable link in their caption. No... you don't need to change your entire strategy or freak out if you don't have the feature. We...
Autonomous Commerce Needs Clear Decision Rights and Audits
Automation in commerce is moving towards greater autonomy, leaving design choices exposed at each handoff. Decision rights and audit paths become crucial because agents place orders, negotiate terms, and handle exceptions. @McKinsey Source https://t.co/mUXoT9cj6K via @antgrasso https://t.co/kpyXzzZFwg
TSMC and Top Memory Makers Set Prices, Customers Agree
TSMC, and the three memory names right now, are the primary beneficiaries of a name your price market dynamic. Meaning they can literally name their price and customers will pay it.
Needham’s M&A Note Erroneously Flags LLY‑VKTX Deal
1000% certain ,Needham made a mistake in their "The Biotech M&A Landscape" note -(or maybe Viking got bought and they are the only ones that know it lol) calling out a few M&A targets and inadvertently mentioning a $LLY $VKTX...
Roth's Dissent Mirrors Courts; Congressional Intent Overlooked
Judge Roth's dissent is in alignment with the majority of courts that have addressed PMs--MD, MA, MI, NV & OH. Omitted from majority opinion--any discussion of congressional intent + weird concession of "interstate gambling." Major Question, major problem. https://t.co/IORuahWUDA
LinkedIn’s Algorithmic Gatekeeping Makes It Low ROI
I will admit, I do a bit of a side eye when tech companies ask me about LinkedIn posts or lack thereof. LI seems sterile and slow and old. The LinkedIn editors determine what goes viral. In-context videos are suppressed...
Nasal Anti‑CD3 Cuts Neuroinflammation in Long‑COVID Mice
Our new preprint by @peowenlu @SaefIzzy @weinerlabhms and colleagues shows that nasal anti-CD3 monoclonal antibody treatment can reduce neuroinflammation in a mouse model of Long COVID, even when administered at 4 weeks after infection 🧠 https://t.co/P8FZA2XA37
Secure Accounts by Binding Them to Physical SIMs
Ties accounts to physical SIMS (not sketchy auto shared seeds and profiles -see my blog.)
Louis Carr Unveils Bold Vision for BET's Future
Going inside the business of @BET with new President Louis Carr. He joined me on The Enterprise Zone at @Nasdaq. We talk restoring the Soul Train Awards, his new vision for the legacy cable network, and he reflects on growing...
Stadium Deal Threatens Taxpayers as Officials Turn Blind
This story starts out oddly positive before taking an ominous turn for taxpayers. The stadium looks like its going to get much more expensive for the public, and the officials overseeing the deal aren't looking out for the interests of...
Can Europe’s Non‑intervention in Hormuz Be Bet?
i don't think Europe will send military forces to Hormuz. can i bet on this @kalshi?
Politics Derails US EV Industry, Leaving Factories Idle
With big losses mounting, big investments getting canceled, and big factory sites sitting empty, EVs have quickly become a case study in how politics thwarts US industrial policy. My latest @opinion piece surveys the very predictable wreckage: /1 https://t.co/SkFZCTtenA
Rebuilding Pipelines Cuts Costs 3×, Boosts Ad Quality
Found major tech debt in our GTM stack. Rebuilt our Meta pipelines from scratch - ad quality scores way up, early costs down ~3x. Great engineering fixes a lot of ills.
Treat CTV as Video, Measure It Modernly
CTV isn’t just a channel anymore; it’s video. And if you’re still measuring it like traditional TV, you’re already behind. In Episode 2 of From Screen to Store, sponsored by @JamLoop , Tim Glover (EVP Media, USA Marketing Partners) joins AdTechGod...
Conflict of Interest Inspires Independent, Tech‑Agnostic ERP Firm
A consultant felt conflicted, knowing their firm was incentivized to recommend SAP regardless of objective evaluation. This conflict sparked the idea for an independent, tech-agnostic ERP consulting firm. #Consulting #SAP #Ethics https://t.co/HJMmwy0znT
Women's Final Viewership Doubles Pre‑Clark, Still Below Spike
The women's March Madness final drew 9.9 million viewers That's well short of the Caitlin Clark spike two years ago, but more than double the numbers of the pre-Clark era https://t.co/kIohq3EMsj
Admin Conflict Leads CMS Changes Favoring Insurers, Wall Street Wins
My guess is Russ Vought told the CMS guys ‘redo this to make insurers happy.’ But who knows? There was a conflict within the admin and as usual Wall Street won.
Iran Caps Hormuz Traffic at 15 Ships Daily
Iran 🇮🇷 will reportedly allow no more than 15 ships per day to pass through the Strait of Hormuz under the Ceasefire agreement - Tass
U.S. Cargo Protection Extends From Ports to Global Geopolitics
Now playing on @artofsupply > From Ports to Geopolitics: Protecting U.S. Cargo Worldwide at the @FMC_gov featuring Chairman Laura DiBella https://t.co/SXgRj54A2A https://t.co/8QjqKzeW2R
US Resilience Boosted by Production Growth Under Democrats
Although the US is more resilient to that wreckage thanks to all the production growth under Dems 😉. https://t.co/mUHIZNuu7k Cc @ArjunNMurti https://t.co/7no2J0yhvx
Dynamic Line Ratings Adopted by 20 Nations, Outpacing Grant Debates
We invented dynamic line ratings. Shipped it to the UK. Then Belgium. Brazil. India. Now 20 countries are using US tech to get more out of their grid while we debate $500M grants @Energy. Lets do better. https://t.co/NtmzFLRY18
China Mulls Aid for State Airlines Amid Fuel Surge
1/5 Bloomberg: "China is considering financial relief and other measures for its struggling state-run airlines as the Iran war sends fuel costs soaring, in what could be the industry’s biggest lifeline since the Covid pandemic." https://t.co/bT7WcksHuN
Office-to-Residential Success Demands Cost, Capital, City Alignment
First office-to-residential conversion in Old Town Alexandria just delivered 199 units — 40% leased out of the gate. The developer said it plainly: conversion isn’t right for every building. Cost basis, capital structure, city partnership. All three have to work....
Instamart Turns Everyday Items Into Million‑Rupee Purchases
Biggest Purchases in Swiggy Instamart 🤯 • A Bengaluru User spent ₹4.36 Lakh on noodles alone. • A Mumbai user spent ₹16.3 Lakh on Red Bull. • A Bengaluru user ordered ₹1.7 Lakh iPhone. • A Chennai user ordered 228 condom totalling ₹1 Lakh
Markets Care About Oil, Not Iran's Political Outcome
Regarding Iran, the market's primary concern is oil prices. Whether we "win", " lose", or fail to meet our objectives has little to no relevance for the market.
FSB Chair Flags Emerging Private Credit Stress Post‑Iran War
Financial Stability Board Chair Andrew Bailey warns stresses may be emerging in private credit after the shock to markets from the Iran war https://t.co/2mdmwBairp via @tomelleryrees https://t.co/R7mFsehmSi
Peterffy Argues Against Insider Trading Bans Across All Assets
When @tracyalloway asked Thomas Peterffy about insider trading on prediction markets, his answer is that we just shouldn't have insider trading laws in any asset class at all. https://t.co/3qbE7KYcuG https://t.co/VK1yW6TgP2
Red Flags Emerge in Khaby Lame's $975M TikTok Deal
Exclusive: new red flags are popping up around @tiktok_us star @KhabyLame's $975M deal. Details from @dwhate & I: https://t.co/LRbQpJI28n
2026 Hurricane Forecast Will Shape US Cuba Strategy
The 2026 hurricane predictions out of Colorado State University today are something to keep an eye on. This will dictate our moves with Cuba and the Caribbean over the next few months, as a Cuban regime change and/or kinetic action...
Ships Urged to Arrange Safety with Iranian Authorities
Vessels should make "necessary arrangements" with the Iranian authorities to, y'know, to ensure their safety... https://t.co/FWioFWbR7u
Agent Gideon Cohen Discusses Career Moves and NFL Insights
Longtime media talent agent Gideon Cohen of @AthletesFirst joins the @SBJ Sports Media Podcast this week We talk his career path, the decision by @M_Ryan02 to go from the @CBSSports to the @AtlantaFalcons front office and what else he's watching https://t.co/0Ac9dtoWNW
Just 15 Minutes Weekly Slashes Dementia and Diabetes Risk
As a medical school professor, I tell my students: intensity matters more than duration. A massive 7-year study of 96,000 adults just proved it. Published in the European Heart Journal, the findings are striking: People who did just 15-20 minutes of vigorous activity...
FCC May Boost Starlink Power for Faster Broadband
D.C. Memo: @BrendanCarrFCC Planning to Allow @Starlink to Increase Power Levels, Yielding Much Faster Download Speeds: 'By discarding last century’s satellite regulations, we could see billions of dollars in benefits for the [U.S] economy and broadband speeds many times faster...
Manycore Targets $130M Hong Kong IPO
Hangzhou ‘Six Little Dragons’ member Manycore seeks US$130m from Hong Kong IPO The spatial design software developer is selling 161 million shares priced between HK$6.72 and HK$7.62 each, with listing set for April 17 https://t.co/t3Gwcu6MsW via @scmpnews
Unitree Launches World's Cheapest Humanoid Robot Globally
Unitree to debut cheapest humanoid robot globally via Alibaba The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore https://t.co/RHCUHGkTdh via @scmpnews
Tesla Confirms Plans for 14‑foot Affordable Model
NEWS: Tesla's smaller, affordable model plans are still alive, Reuters claims. Their sources say Tesla started talking to suppliers about a new model that'll be shorter, lighter, and much cheaper (well duh). They say it's 14 feet in length (MY is 15.7) https://t.co/6WB6iCkwKF.
Ceasefire's Rocky Start Dashes Initial Optimism
Rough Start to Ceasefire Curbs Yesterday's Enthusiasm: It seemed clear that yesterday’s euphoric reaction to the two-week ceasefire was exaggerated. Ceasefires often have been plagued with disputes and violations at the start. This one is no different.… https://t.co/Y2MeryYHcf https://t.co/2Lwkg8yq6W
Delta CEO: Lower Oil Prices Won’t Cut Ticket Fares
Delta CEO Says Fares May Not Go Down Even If Oil Prices Drop, And That’s Fine https://t.co/li464FU5CB
Innate Pharma Poised for Breakthrough with Astra Phase III
Innate Pharma $IPH. €110m market cap, decent net cash position (runway for another few Qs), and several key drug programs reaching critical milestones. The most significant is a Phase III trial (monalizumab in lung cancer) run with Astra $AZN, with...
Airlines Cite Fuel Prices for Bag Fees, Yet Promise Cuts?
Airlines Blame High Fuel Costs For Bag Fee Hikes — But Shouldn’t Promise To Cut Them When Costs Fall - View from the Wing https://t.co/BfaLdjobfh
Citizens' Punishment of Pro‑development Officials Fueled California’s Anti‑growth Shift
This is how California became anti-growth in the 60s/70s btw. Citizens just started relentlessly punishing local elected officials that didn't strangle development.
AI Fuels Next Cybersecurity Boom: 8 Stocks to Watch
From $244B to $699B: 8 Cybersecurity Stocks Positioned for the Next AI-Driven Security Cycle Growth holds at 12–14% CAGR, driven by expanding attack surfaces and rising digital complexity. Cybercrime is heading toward $10.5T annually, while AI accelerates both offense and defense....
Q1 Global M&A Surges 20% to $1.3 Trillion
Global M&A: "Transaction values of about $1.3 trillion [in Q1] were almost 20% higher than the same period last year" -John Authers, BBG
Middle East Conflict Triggers 70% Butadiene Surge, Threatening Glove Supply
Middle East instability isn’t an energy crisis. It’s a healthcare supply collapse in slow motion. The market is tracking Brent Crude, but the critical failure is butadiene. This core feedstock for disposable gloves spiked 70% since the conflict began. War → Supply...
Critic Targets Media Decisions; Canada, Denmark React
Found myself watching this because he took a shot at news media decision making but Canada and Denmark must have raised an eyebrow, too. https://t.co/kp8mE7yDE3
Oil Plumm
Oil had its 2nd largest drop in 35 years. Just a few days after Binance listed its oil futures - with 100X leverage. Yeah, that Binance - the money-laundering crypto founder who was pardoned by Trump. Then 6 million barrels of Brent and...