Orion Leaves Lunar Sphere, Crew Chats with ISS
Orion will depart the sphere of lunar influence today at 1:25 pm ET and the crew will speak to the ISS astronauts at 2:40 pm ET. Mission status briefing at 4:30 pm ET. List of events (times subject to change): https://t.co/CR88eAwACM
Terfab Ranks Among Top Three WFE Spenders for 1GW Compute
Putting Terfab into perspective. Based on stated goals: 1GW of compute requires about 50kwpm of logic, 140kwpm of DRAM, ~30kwpm of NAND, and ~35 kwpm of CoWoS (advanced packaging). That translates to about $30bn of WFE per 1GW produced...
Marriott Switches to Coca-Cola After 34 Years
Marriott Is Finally Ditching Pepsi After 34 Years — Coca-Cola Takes Over Nearly 10,000 Hotels - View from the Wing https://t.co/yaw5UTYPfU
T‑Mobile Launches $45/Mo Unlimited Mobile‑FWA Bundle
Looks like T-Mobile $TMUS will use Mint Mobile to tackle cable convergence: $540 (equivalent to $45/mo.) of unlimited mobile and FWA with ads featuring @VancityReynolds : https://t.co/FFkhPP4GIL This after the AT&T OneConnect bundle at $90/mo
Paramount Skydance Secures Middle Eastern Fund Investments
Paramount Skydance Confirms Investments by Middle Eastern Wealth Funds, Cites ‘Potential for Strategic and Commercial Opportunities’ With Them https://t.co/pP4GsavBCH via @variety
Smarter AI Agents Expand Cybersecurity Attack Surface
🔺 AI Agents Are Getting Smarter and Their Attack Surface is Getting Bigger 😳 | Cybersecurity https://t.co/4yOZbkldG5 https://t.co/NdtoEK56SM
Early Metrics That Predict Scaling Account Failures
Behind the scenes of how we audit scaling accounts → The metrics that predict failure early https://t.co/npvd3PXcwG
Allies Must Rethink Strategy If Security Can't Be Outsourced
This is something that all US allies will have to think about in the year ahead. If security cannot be fully outsourced, then diplomatic posture, economic strategy, and even capital allocation must adjust accordingly.
AI Docs Integrated Into EHR Let Doctors Focus on Care
No one becomes a doctor to click boxes on a drop-down menu. By bringing AI-powered documentation directly into Southwest General Health Center’s EHR, we’re turning conversations into structured notes and helping clinicians focus on patient care. https://t.co/1hep681ixQ
Prolonged Conflict Benefits Iran, Undermines US‑Israel Edge
My friend and Johns Hopkins colleague Vali Nasr on the folly of Trump climbing the Iranian escalation ladder: “The longer this [war] goes... it is the US and Israel that lose strategic advantage, and Iran that gains.” https://t.co/YkeKqJcI3j
PLD Space Secures €30M Debt, Aims First Orbital Flight
Spanish launcher startup @PLD_Space secures EUR 30M ($34.6M) venture debt facility from @EIB, bringing total funding to $438M. PLD is targeting 1st orbital flight this year from Europe's @EuropeSpacePort. @esa @defis_eu @aee_gob. https://t.co/gp12v7W6YI https://t.co/vKQAUHfGZS
YIMBYs Overlook Investor Struggles, Developers Become Landlords
Sincerely do appreciate YIMBYs, but: Their seeming blindness to the impact on development of the hostile operating environment experienced by the investors who own and operate rental buildings in CA is really starting to grate on me. **Every developer is either a...
Intel Partners with Musk's Terafab, Signaling Its Decline
Poor, old Intel is reduced to working with Musk. How the once-mighty do fall. Intel says it’s joining Elon Musk’s ‘Terafab’ project https://t.co/kXVUDQWDBf
Kwong Decision Opens Refund Claims for Penalties, Interest
“…the Kwong decision suggests that taxpayers should reevaluate penalties and interest previously paid and consider filing refund claims targeting those amounts, even when the underlying tax liability itself is not in dispute.” Kwong Opens New Path for COVID-19 Refunds https://t.co/6OGToPBe1j...
Loved Public Defense, Yet Law School Left Me Traumatized
I knew I wanted to be a public defender EARLY. Well I actually wanted to be a judge but at some point I learned you had to be a lawyer first. So being a public defender was the obvious choice...
Iran Challenges Trump, Threatens Civilian Hostages at Power Plants
Iran is calling Trump's bluff. They want him to attack And if the Iranian military, at the point of a gun, forcibly puts dozens, if not hundreds, of civilians on bridges and at the front entrance of all of the power plants,...
Lebanon's Grid Collapse Fuels Solar Boom
Lebanon is one of the most surprising clean energy stories in the world. Solar went from <1% of electricity in 2020 to nearly 30% by 2024. Not because of policy - because the state grid collapsed and people installed rooftop solar out...
M&A Surge: Blackstone Deal, SCII LOI, Two $200M IPOs
Today's M&A and SPAC notes $HOLX / Blackstone / TPG deal closed $SCII entered LOI with a payments technology company $ACGCU $200 million IPO $AACPU $150 million IPO https://t.co/094cl5qlvH
China Claims 99% Cost Cut for Military‑grade Infrared Chips
China reports 99% cost cut on military-grade infrared chips Researchers have developed a new way to make high-end infrared chips that could slash their cost and boost smartphone cameras, self-driving cars https://t.co/t52LLpN3xK via @scmpnews
China Tightens Offshore Scrutiny, Dampening Tech Biotech IPOs
Stricter Chinese scrutiny of offshore vehicles a blow for tech and biotech IPO candidates Mainland’s stock market watchdog is discouraging establishment of ‘red-chip-structured’ companies in sensitive industries https://t.co/Pj3ZJqdAAm
El Niño Triggers Historic Panama Canal Drought Restrictions
The last El Niño led to historic drought restrictions in the Panama Canal. Plan on monitoring the situation
Domino's Pairs New Slice Sauce with Shinola Accessories
Domino's is unveiling Slice Sauce, which will come with the chain's Handmade Pan or Parmesan Stuffed Crust Pizza. And customers who buy either of those pizzas between now and May 7 will get special access to buy special edition Shinola...
Housing Prices and Rent Ratios Slip Below 2022 Peaks
Inflation Adjusted House Prices 2.3% Below 2022 Peak Price-to-rent index is 9.7% below 2022 peak https://calculatedrisk.substack.com/p/inflation-adjusted-house-prices-23-7a7
Colt CZ Thrives with Dual Listing, Cheap Valuation
Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L
Civilian Ferries Dramatically Boost Amphibious Lift Capacity
"Mr Shugart said that while the ferries were not purpose-built warships, their sheer numbers mattered. "Dedicated amphibious ships are limited," he said. "But if you can draw on a large civilian ferry fleet, you expand your lift capacity dramatically."" https://t.co/4hzqrhSqWy
ECB Vice Chair’s Decarbonization Push Looks Futile
ECB vice chair taking time out of his day to write about decarbonization sorry europe, you’re never gonna make it https://t.co/DDnNTorRwy
Fund NIH Trials to Validate Unapproved Peptide Safety
I thought this was an excellent, balanced article on the current state of unapproved peptides from a safety and regulatory perspective by @AnjeanetteDamon in @propublica https://t.co/DbA8cdvTY5 The fundamental problem is that we don't have quality data on safety or efficacy for...
Half‑Billion Dollar Jet Exposed, Satellite‑Guided Weapon Hits It
“...What on earth was this half-billion dollar airplane doing sitting right out in the open, where commercial satellite imagery can see exactly where it was and target a weapon onto that, which apparently they did,” said Tom Shugart... https://t.co/rsnIuBIpuk
Congress Targets Rare‑Earth Magnets, Threatening US‑China Ties
#MATCHAct very real danger to bilateral relationship, + for US firms facing REE/magnet-related issues. Beijing would respond harshly if some version moves forward. From Coordination to Constraint: Congress Eyes a Memory Squeeze on China—and the World https://t.co/y1sG4ZDOZo https://t.co/oZ3fvm8npl
AI Intelligence, Not Weapons, Drives Modern Security Race
AI is quickly becoming a national security priority because intelligence, not just weapons, is shaping how modern conflicts are won or avoided. As countries invest heavily, the real race is about who can build and control these systems at scale....
Indonesia's New Rating System Mislabels Games, Sparking Confusion
Indonesia's new Game Rating System went live on Steam recently, causing confusion among gamers and developers after games for children ended up with an 18+ rating and vice versa. Here's what you need to know, what comes next, and the...
Lower Cut‑off Grade Could Boost Kate Deposit Silver
.@ViscountMining $VML.V $VLMGF to re-analyze Kate Deposit in Colorado. With silver prices now ~$73/oz a lower cut-off grade could significantly boost contained silver ounces in this near-surface epithermal system. fully funded 2026 drill program.
Enjoying 14D‑9s to Identify Companies A, B, C
I'm sure this is a favorite thing for other people to do, but I love reading 14D-9s and guessing which company Party A, B, or C is based on their behavior. $TERN $MRK
Safer Together Plan Prioritizes Nurses' Physical and Mental Health
The Safer Together National Action Plan includes protecting #nurses + healthcare workers physically + mentally, it may hold it all together. 🎧 Episode 132: Safer Together | The #Nurse Well‑Being Imperative Apple: https://t.co/6yY7RbqjRc Spotify: https://t.co/j3wvzMNTbL @ANANursingWorld @TheIHI
Logistics Tech Thrives While Procurement Stays Stuck
Walk into any modern warehouse: impressive tech, slick operations. Now try finding that warehouse as a shipper: cold calls, outdated directories, gut feel. The internal machinery of logistics is miles ahead of how it gets bought and sold. New episode 👇 https://t.co/VRCyCBQ7lz
Cyclists Outnumber Drivers Stuck in Traffic
The number of peeps on bikes often outnumber the number of peeps pictured parked in roadways of traffic not moving, and pictured parked across intersections of traffic, also not moving
Aris Mining Q1 Gold Production Surges, Targets 500k Oz
.@ArisMining $aris Q1 gold production: 74.3 koz up 6% QoQ and sharply higher YoY, driven by Segovia performance and Marmato output. Gold sales revenue topped $360M at a realized price of >$4,860/oz! 2026 guidance: 300-350 koz (H2 weighted), on track toward...
Oxytocin Reverses Isolation‑induced Neuropsychiatric Deficits via Brain, Immune, Microbiome
Oxytocin attenuates isolation-evoked emotional and social behavioral dysregulation through neural, immune, and microbiota mechanisms "Our study confirms the therapeutic effects of OXT in reversing isolation-induced neuropsychiatric disorders and elucidates its potential regulatory mechanisms, offering important implications for clinical interventions." https://t.co/hXkWRD1gMV
Use Bonus Scenes to Grow Your Author Newsletter
How to build a newsletter when you’re just starting as an author… I will always suggest adding bonus scenes to the end of your books to newsletter build. It builds your list with organic, already invested readers… But what if...
SNY's Atopic Dermatitis Candidate Fails; NKTR Rem
$SNY next-gen atopic dermatitis drug failed in P2b. Missed primary endpoint. MOA was IL13xTSLP. Now what have they got to follow up dupi if (when?) they discontinue amlitelimab? $NKTR 👀 🤷🏻♂️ Remains the only new MoA...
Iran Rejects US Talks, Threatens Saudi Power Cut
🚨 Senior Iranian official JUST told Reuters: ✅ There are no negotiations with the US. ✅ US wants Iran to surrender under pressure. ✅ US must be flexible to get flexibility from Iran. ✅ Saudi and other power plants will be struck if Iran's...
Hungary Still Relies on Russian Oil, Unlike Europe
Hungary imports about 90% of its oil from Russia. I can think of at least ONE reason why other European nations no longer do the same...
Manufacturing Surge Signals Start of New Cycle
He missed the most important part of the story - the strongest part of the report was upstream, not downstream. Upstream is manufacturing, downstream is retail. Upstream was much stronger than downstream, which was the opposite during the Great Freight Recession. This...
President's War Rhetoric Endangers Innocents, Shows Reckless Leadership
“A whole civilization will die tonight, never to be brought back again.” The President of the United States posted this to the world today about Iran. I sat in that White House. I worked national security. You do not talk about war...
U.S. Ops Show Resource Drain, Not Maritime Power
Counterpoint: no, it isn't. None of those operations in any way demonstrate U.S. capabilities in a high-end peer-on-peer conflict in a largely maritime theater. If anything, it demonstrates the U.S. expending scarce readiness and resources against someone other than China.
Soybean Speculators’ Long Stance Fueled by Rising Crude
Bullish Soybean Specs May Depend on Higher Crude At about 19% of open interest, soybean complex managed money (hedge fund) positions are the most net long in roughly three years. Are speculators too optimistic despite a supply glut from Brazil? My...
Flatiron Building's First Luxury Condo Listed at $58.5M
It's a new day at the #FlatironBuilding, as handsome 20th century #landmark begins its new life as lux #condos. 1st unit goes, entire 21st floor, w/had a $58.5M ask. #OlshanReport #NYC #FlatironDistrict #realestate #CRE #23skiddoo #mortgage https://t.co/oqZffAFrR3
Trump's 100% Pharma Tariffs Threaten U.S. Drug Prices
Spent last year deep in supply chain security for my book—pharma near the top of the list for policymakers globally. Excited to dig into Trump's latest tariff announcement with @TomBollyky, one of the leading voices on trade, security, and public...
From Giants' Shoulders to Moon's New Foundations
Your whole life you hear about the shoulders of giants. Then one day you wake up and find you're the shoulders. Four broad new sets of shoulders just orbited the Moon. Imagine how many more will stand upon them. nasa canadianspaceagency #Artemis
Corn Speculators Near Peak Longs as Prices Hover $5
Corn Revisits $5 With Specs Long, Gas Falling At about 15% of futures open interest, net-long corn speculators may be overly optimistic for higher prices. My graphic shows spec longs approaching last year's 1Q peak near 18% -- about when the...