Charter-Cox Merger Near Summer Close, California Pending Approval
Charter's Chris Winfrey: Charter-Cox deal has received fed and state approvals save for California. Working with CPUC toward a summer close.
Graviton Win Fuels $5B AWS CPU Revenue Growth
Solid win for Graviton, the most mature custom Arm CPU program of any hyperscaler. This business is around ~5B annualized revenue for AWS, and this will help escalate that number. AWS needs more CPUs. I know a foundry...
Commodities Surge While AI Trades Face Crowding Warning
2026 Oil Service $OIH +49% Natural Gas $FCG +29% Uranium $URNM +26% Commodities $BCOM +24% Micro Caps $IWC +14% All Metals $XME +14% Russell 2000 $IWM +13% Coal $COAL +11% Big Tech $QQQ+6% Mag7 $MAGS -1%* *Beware of crowded trades and capex funding vehicles for everything AI.
US Navy’s Indian Ocean Logistics: Diego Garcia’s Critical Role
US Naval Logistics in the Indian Ocean During Operation Epic Fury 1⃣"Ph.D. Course in Logistics" 2⃣ @MSCSealift Combat Logistics Force 3⃣Vital Role of Diego Garcia 4⃣The Tanker Treadmill 5⃣Providing Food and Ammunition https://t.co/AZ6GVEsTPZ
New EU‑UK Steel Rules Spark Allocation and Origin Debates
The new EU and UK steel measures bring up a lot of important questions around country-specific allocations, melt and pour origin requirements and NI. It was good to chair a meeting with MEP @KarinKarlsbro in the Brussels Chamber of...
Proposed 123% Rate Could Double US Cost of Indian Modules
The preliminary rate of 123.04% is exceptionally high, effectively doubling the cost of Indian-made modules for U.S. buyers if finalized.
EU to Classify ChatGPT as Very Large Search Engine
And that can bring more oversight -> European Commission Moving to Classify ChatGPT as ‘Very Large Online Search Engine’ Under Digital Services Act "The DSA mandates applying the designation of Very Large Online Search Engine (VLOSE) or Very Large Online Platform...
Drones, AI, Space Will Augment, Not Replace Air Battle Management
ICYMI: Drones, AI, and space won't replace airborne battle management anytime soon. They'll supplement it. Watch @PhilSheers, Q Hinote, Kari Bingen, and me unpack what that means, including lessons from the Iran war in our @CNASdc panel. https://t.co/eyI6gsnlWl
Ukrainian UAS Destroys Russian Mobile Air Defenses in Donetsk
Video from the Ukrainian National Guard’s 1st Azov Corps of UAS strikes on Russian mobile air defense teams in Donetsk. https://t.co/a8aQncQujn https://t.co/yq423u87j6
Strategic Aerodrome Network Maps UK's Vital Airfields
With countless UK airfields under risk of permanent closure, how the Strategic Aerodrome Network is tracking valuable airfields are to society, the economy and resilience as a whole. #avgeek #GA https://t.co/0U72aoxXCM https://t.co/ZfPDG8qftp
San Cristobal Ranks Among Top Global Silver and Zinc Producers
San Cristobal is not only the 4th largest silver mine in the world but also the 8th largest zinc producer. What a beast. https://t.co/wl7Dnx9VnD
Epigenetic Reset: Once Mocked,
From 2008-2024 I was accused of hyping (a common slur) for suggesting that changes to the epigenome might cause aging and that therapeutics could "allow us to reset the epigenome to a more youthful state." - Oberdoerffer & Sinclair...
Small Investment Properties Can Be Harder Than Big Ones
A small investment property is not easier than a big one. In many cases… it is actually harder ⬇️
Europe’s Hormuz Concern Outpaces US Amid Global Oil Market
Hegseth says Europe needs the Strait of Hormuz more than the US does. Problem is, oil is a global market...
Second US Carrier Joins Strait of Hormuz Blockade
Blockade aid: A second American aircraft carrier is joining the US obstruction of the Strait of Hormuz, Defense Secretary Pete Hegseth says at a news conference
Former FDA Staffer Cites Political Pressure Blocking Rare‑disease Drug Approval
Former FDA staffer - “I recently left FDA due to the political pressure I was receiving to withhold my recommendation for approval for a drug that was intended for a rare disease. I was part of a review division that...
Malaysia Launches Laser Crosswalk for Safer Pedestrians
Malaysia Introduces Its First Laser Crosswalk to Boost Pedestrian Safety by @x_viral_vibes #EmergingTech #Innovation #Tech #TechForGood https://t.co/MpY2IeRmuO
Convenient AI Fuels Hidden Fossil Infrastructure Expansion
“The logic is circular, but effective. Use drives demand. Demand justifies infrastructure. Infrastructure expands under the cover of inevitability. By the time the physical footprint becomes visible, the narrative has already done its work. For millions of people, that shows...
Urals Crude Dips Below $100, Still Near 2022 Highs
MOSCOW, April 24 (Reuters) - Prices for Russia's flagship Urals crude at its western ports slipped below $100 per barrel late last week, easing from 14-year highs but still at their strongest levels since mid-2022, traders' data and Reuters calculations...
Oracle AI Cuts AtlantiCare Documentation Time by 40%
With Oracle AI Agents, the @AtlantiCareNJ team can transform their clinical operations, staffing, patient engagement, and more. @OracleHealth Clinical AI Agent is already helping them reduce documentation time by 40%—looking forward to more stories like these. https://t.co/YBqTaTyUOV
Iran-Ready Conflict Likely Escalates, Markets Unaware
There is not going to be a complete cease fire. This is just all babble back and forth. Iran has prepared for this for years and years and it will not end in peace talks. Wouldn't be...
YouTube Livestream Ads Hijack Mobile Audio, No Mute Option
Live stream ads now on mobile, and they take over the audio -> YouTube is rolling out a new ad format for livestreams on mobile that won't disrupt your viewing experience, but with a big catch "Since the ad runs alongside...
Low‑rate Mortgages Shield Older Borrowers From Past Crises
A ton of foreclosures and bankruptcies vs a 30-year fixed debt Stock vs flow economics https://t.co/CUdOs4rE71
Mapping AI/ML Workloads Onto VLIW and Systolic Arrays
Digital Design & Comp. Arch: L18: VLIW and Systolic Array Architectures https://t.co/f8o08XDUGf Join us live in ~10 minutes. We will discuss applications that can benefit from both architectures & describe how to map AI/ML computations to modern systolic execution hardware.
Google Ranking Volatility Shows SEO Still Crucial
SEO Video Recap covering Google heated ranking volatility, Google on commodity content, do you need to get SEO right and search ads https://t.co/VvKF3nw8K1 Sponsored by @DudaPlatform with industry mentions of @dannysullivan @marthavanberkel @gaganghotra_ @JohnMu @maxjpeters @adsliaison @AnthonyHigman @MSFTAdsBuddy @juokaz @glenngabe @ClaudiaTomina...
Three Mandates to Accelerate Your Bank's AI Transformation
If your AI strategy is still on the innovation roadmap, you are already behind. In this episode, I share 3 leadership mandates to move toward a self driving bank. 👉 Watch the latest episode: https://t.co/P54LuzdywH https://t.co/KaTfkodOPt
Sellers Outpace Buyers by 43%, Largest Gap Since 2013
"Nationally, sellers outnumber buyers by 43%—just shy of the largest gap in records dating back to 2013" -Redfin
Automation Makes Shopping Easier, But Erases Discovery
Shopping is becoming something that happens for us, not by us. As platforms automate decisions, we may gain efficiency but lose the discovery, impulse and personal judgment that shape how we choose. The shift is subtle. Convenience increases, but experience may quietly...
Spirit CEO Gets $3.8M Bonus Pre‑bankruptcy, Exposing Industry Greed
Spirit Airlines gave its CEO a $3.8 million bonus a week before its last bankruptcy. The whole industry is poorly regulated and run by short-sighted greedheads. https://t.co/jseNO8DJHY
French PR Exec Uses FB Network to Discredit Heat Pumps
REVEALED: A French PR executive with gas industry ties linked to a coordinated Facebook network spreading heat pump misinformation. Always the same playbook: manufacture doubt, delay the transition, protect the incumbents. https://t.co/2361C6GUYY
Iranian FM to Arrive in Islamabad for US Peace Talks
#Pakistan: Iranian Foreign Minister Abbas Araghchi is expected to arrive in Islamabad on Friday night for a possible second round of peace talks with the US, according to officials in Islamabad familiar with the matter. 👀
Sanctions Uncertainty Looms Over Iran's World Cup Participation
Would be interesting to know how sanctions will work in the event of the Iranian national team participating. Entities in the US contracting with the Iran's football federation could be accused of sanctions busting. Will there be special exemptions to...
Google and Tesla Double Down on In‑House Chip Development
why are Google and Tesla tripling down on their own chips? $GOOGL $TSLA $SMH https://t.co/1NJoOk9CxU
Palladium Poised to Break $1,472‑$1,586 Range
Narrowing Palladium's Range to $1,472-$1,586 Stuck between its downward sloping 50-day moving average and the uptrend in its 200-day moving average, palladium appears ripe to exit its narrowing cage at about $1,472-$1,586 per ounce on April 23. Full report on the...
New Long-Range Mine Insertion Platform Welcomed
Glad to see this development - we definitely need as many long-range mine insertion platforms as we can get. https://t.co/rzIKA8U98q
Trump’s “Peace” Claim Masks Record War‑making
My take on @PalisadesRadio on WARMONGER Trump: "Trump advertises himself as a peace president. However, the US has engaged in military interventions in 7 different countries in the past year." That’s more WAR-MAKING in the first year of any president in history....
WTI Crude Slides From $98 to $94 Today
WTI crude oil from near $98 at 6am ET to $94 briefly a moment ago https://t.co/fFM4s4uIt1
NFL Remains Free TV Lifeline as Entertainment Shifts Streaming
D.C. Memo: @RichLightShed Partners Asks, How Important Is NFL to Free TV? 'No Other Programming Matters' - Wall Street analysts predict networks may cut or shift more entertainment content to streaming | https://t.co/1pvZDWB9tD https://t.co/h2C9NuOoGM
Disney Dominates NFL Draft with 135 Sponsorships
Throughout #NFLDraft Week, #Disney has: -135 total sponsorships across 30 advertisers, including 9 new advertisers, airing in NFL Draft coverage -Nearly 80 live sponsorship executions on Days 1, 2 & 3 on #ESPN, #ABC, #NFLNetwork & #ESPNDeportes More than 50 surround sponsorship executions leading up...
Oil Falls, Stocks Rise—Short Oil, Long Stock Puts
December oil down, stocks up. Short oil outright and long puts on stocks. It's okay. https://t.co/faxbvJLoZP
Trump’s Policy Flip Stalls US Chip Manufacturing Revival
Efforts to revive local chip manufacturing have been left in limbo by Donald Trump’s sudden upending of US semiconductor policy over the past year. Incredible reporting, by @MActon93 https://t.co/QkbBYaE5fT
Electricity Era Dawns as Solar Powers Global Growth
The Great Decoupling: For 100 years, energy meant burning coal, oil, gas. That era is dying. 2025 data shows we have entered the Age of Electricity >Our need for power is growing twice as fast as our need for any other...
Today's 3% Mortgage Borrowers Out
You can’t tell me that a 43-year old with a 3% mortgage rate today is worse off than people under 50 in the early 2010’s who were either underemployed or had gotten their home equity nuked.
One‑Person Crossover Shows Statin May Impair Workouts
Statin vs Placebo: N = 1 Randomized Crossover Study After posting prior content reviewing data on statins and the potential risk of muscle loss, I was flooded with comments from people saying statins "annihilated" their workouts. Now, I know the party...
Skip Congress, Master Trade Wars Now
Don’t be like Congress. Pre-order HOW TO WIN A TRADE WAR today 👉🏻 https://t.co/PACPloRlEK https://t.co/BOvyY6cN9i
Start Lifestyle Changes With GLP‑1, Not After Stopping
The GLP-1 weight regain studies everyone is citing have a quiet design flaw: in a lot of those trials, patients were put on a rigid reduced-calorie plan while on the drug, then told to keep following that same rigid plan...
Amazon-Backed X‑Energy Secures $1.02 B IPO
Speaking of IPOs for exciting energy startups... Amazon-Backed Nuclear Firm X-Energy Raises $1.02 Billion in IPO https://t.co/K59eZ3ztTF
Snapchat’s Ideas Thrive While Its
Snapchat shaped the way millions communicate. Its ideas were copied by every major platform. Yet the company behind those ideas has barely made a profit. Something in the business never grew as fast as the product:
Trade Desk Faces Pricing Pressure From Amazon DSP
Former Trade Desk Manager on challenges within $TTD: 1. It's hard to compete against Amazon DSP "Competing on price is very difficult for them for the reasons I outlined before. It's the sole point of their revenue, so it's very difficult for...
US and Iran Stuck in Tense Limbo, Hormuz Risk
Told @business News Now: both the US and Iran are in purgatory. There’s no war, but there’s nothing close to peace. Tensions are high and the risk of escalation in the Strait of Hormuz is real, with major implications for...