ELV Cash Margin Triples as Prices Surge, Costs Stay Steady
$ELV reported good CQ1/26 with output up on higher recoveries. Inventories down on higher sales but what stands out for me is the cash margin which rises from US$186/t for the last quarter to US$569/t for this quarter as costs stayed relatively flat and prices rose fast
Half of NMN Supplements Mislabelled, May Harm Users
David Sinclair's research helped turn NMN into a billion-dollar industry. Now he says roughly half the products don't contain what's on the label - and some contain ingredients that could harm you Firstly, NMN (nicotinamide mononucleotide) is a molecule that converts to...
Hims Secures GLP Deals, Positioning for Retatrutide Boom
This is massively good news for $HIMS members and $HIMS shareholders. $HIMS now selling $LLY GLPs which is Tirzepitide. $HIMS already selling the $NVO GLPs which is Semaglutide. This also means that $HIMS members should have access to Retatrutide...
Xbox Rewards Doubles Points During Your Birthday Week
Microsoft launched an Xbox Rewards "birthday bonus" feature this week with extra perks during the week of your birthday 🎂 "Get 2x Rewards points on every game or add-on purchased in the Store during your birthday week." https://t.co/VP0oXBc9eq
Greenfield Builds More Large Apartments than Austin City
The Austin METRO built a ton of housing, not just the City. Yes the City built a lot ... but greenfield did even more. Here's a map of large (250+ unit) apartment buildings built in last 3 years The distribution of single family...
Peacock's Revenue Surge Paired with Rising Losses
So Peacock reported revenues doubled in the quarter parent Comcast had the Super Bowl, Winter OLY and NBA all star game, but so did losses. Comcast shares trading up in preopen, but my question is when will Peacock reach profitability?...
PENN CEO Threatens Near-Zero Maine Investment over iGaming Bill
PENN CEO Jay Snowden said his company will invest "next to zero" in Maine if the iGaming bill approved this year survives current legal challenges. PENN operates a land-based casino in Maine but is not eligible for an iGaming license....
Align IT, Ops, and Finance for Cohesive Digital Transformation
Don't implement tech in a vacuum. Align IT, operations, and finance from the start. Integrate tech updates into your broader digital transformation roadmap to bridge the gap between current capabilities and future potential. #DigitalTransformation #ITStrategy https://t.co/B8WW3UADNU
Spirit Airlines Near Liquidation: Business Model Collapse Explained
Spirit Airlines Is Days Away From Liquidation — Here’s Why Their Business Failed - View from the Wing https://t.co/e49lheFBn7
Europe Faces Freedom‑energy Trade‑off; Italy Picks Energy
Europe has put itself in a pickle where it has to choose between freedom and energy. Italy is choosing energy. https://t.co/g4zp4ZGexS
Strategic Risks Keep Tesla and SpaceX Separate for Now
From a strategic standpoint, what’s the argument for not just merging Tesla and spacex now and getting it over with?
Comcast Q1 Earnings Call Kicks Off with Top Executives
Comcast Q1 investor call is about to begin... Brian Roberts, Mike Cavanagh, Jason Armstrong are on the call... $CMCSA
First Price Rarely Best—Always Compare for Savings
My husband and I just got Fi collars for our dogs and I have to tell you about my price comparison journey because it's so on brand. Fi's website: $189.99 with a subscription. Amazon: 6-month membership. Then I checked Costco on...
UPS Chooses Profit Over Volume, Teamsters Resist
Now playing on @artofsupply > UPS Picks Profitability Over Volume, and The Teamsters Push Back https://t.co/H7ATqj2san
Progress MS-34 Rolls to Baikonur Pad for Saturday Launch
A Soyuz-2-1a rocket with the Progress MS-34 cargo ship reached the launch pad at Site 31 in Baikonur this morning, in preparation for a liftoff on the night from Saturday to Sunday and a two-day trip to the ISS: https://t.co/RJw3e4HJ5Y...
DHS Shutdown Persists, Threatening World Cup Security Operations
With less than 50 days until the start of the World Cup, the Department of Homeland Security is still shut down. This piece by @NicoleSganga illustrates just how dire the situation is inside DHS, with software subscriptions lapsing and secret...
Unbiased Tesla Earnings Call Transcript Cuts Through Media Spin
I'm so sick of legacy media spinning the Tesla stories just as they see fit to fool people. So we created this: https://t.co/ptXSOrCDOg The full earnings call transcript, zero bias, with actual table of contents & accurate (!) descriptions of who...
AI‑enhanced Phishing Leads Q1 Initial‑access Attacks
Phishing — sometimes with AI’s help — topped initial-access methods in Q1, Cisco says | Cybersecurity Dive https://t.co/nJv4RA7sVV
Low‑rate Lock‑ins Keep Home Prices From Crashing
Why aren't home prices crashing despite record low demand? 🏠📉 With 80% of owners locked into low rates and record equity, nobody is forced to sell. The market is stuck. Full breakdown below, including analysis of Redfin data 👇 https://t.co/KogY0JuwSe
Lawmakers Urge US Strategy to Counter China's Robotics Surge
US needs to flesh out strategy to counter China’s robotics advances, lawmakers say - Nextgov/FCW https://t.co/pLssgPjTWu
Ben Consulted to Potentially Block Strait of Hormuz
They’re consulting with Ben because maybe he can also dry up the Straight of Hormuz
Lawmakers Push Streaming, Privacy, and Age‑verification Reforms
Policyband Headlines ■ Ohio Democrat Ready to Regulate TV Sports on Streaming Platforms ■ @Comcast Lost 65,000 Broadband Sub But Added 435,000 Wireless Lines In Q1 ■ @FCC Grants John Malone Legal Control of @GCIAK Liberty Despite Owning Less than 7% of...
PTX Metals Holds Pent‑Up Exploration Potential Ready to Deploy
PTX Metals $PTX.V $PANXF Overheard about the company and seems quite appropriate: "PTX looks internally busy but externally quiet, which is usually where the real work happens. They now have more exploration capital than originally planned, and the flow‑through...
Cerebras Funding Fueled by OpenAI and AWS Hardware Demand
Why does Cerebras need so much money? Because OpenAI, and maybe AWS, needs so much iron. $CRBS $AMZN https://t.co/DMFuVEjgBo
Fuel Price Shocks Accelerate Europe's Shift to EVs
Every fossil fuel shock drives Europeans toward EVs. Ukraine 2022. Iran 2026. Same pattern. When prices hurt, people look for the exit. https://t.co/VRFYzjBHSG https://t.co/78BnIebvjZ
Choosing Autonomous Rides for Safer, Cheaper Travel
For my health and safety, I always choose the nonhuman driver option when available for taxi/uber service. It's already safer and will soon be much cheaper. Anybody else feel this way?
From Simple to Sophisticated: Modern Branch Prediction Explained
Digital Design & Comp. Arch: L17: Branch Prediction (Spring 2026) https://t.co/WMytQ3VuVV We will start with simple branch prediction techniques and build up to the more sophisticated techniques used in almost all modern high-performance processors. @SAFARI_ETH_CMU @CSatETH
Goodell Joins Disney's Push for 2027 Super Bowl
Now even NFL boss Roger Goodell is getting in on Disney's months-long bid to promote the 2027 Super Bowl (of course, the NFL is now a 10% owner of Disney's ESPN).... https://t.co/Bs6iVSzFJI via @variety
Peacock Adds Subscribers, Revenue up, Losses Widen
Peacock gained 2M subs to reach 46 million in Q1. Peacock nearly doubled revenue to $2.1 billion, while its quarterly operating loss doubled to $432 million https://t.co/ZtG8X95Lrf
Google Tests AI-Generated Podcast‑style Audio Search Results
Whoa, this is creepy. Google is testing a new AI-powered audio section in search results that sounds just like a podcast. Can't imagine publishers will be too happy to stumble across this, even when their content is cited (along with many...
Self‑Dealing Mergers: Sabotage A to Boost B
If you controlled Company A and planned to merge it with Company B, which you also controlled, wouldn't you d9 all you could to diminish the value of Company A, by piling on enormous capex that ultimately benefits Company B,...
Survive Google: AI for Drafts, Humans Edit Final
Most Google updates are clapping AI-generated sites. The survivors had one thing in common: they used AI for research/briefs/drafts and humans for final editing. Do with that what you will.
Kinross Poised for Iamgold Takeover Amid Gold M&A Frenzy
Given Agnico $AEM is digesting Finland (not that they are tapped out by any stretch) and beginning to look under the hood at B2 Gold $BTG Have to think this is Kinross $KGC moment to strike on Iamgold $IAG and “make...
Landpower Remains Crucial in Air‑Naval Operations
“From Epic Fury to the Indo-Pacific: Lessons on Landpower in Joint Operations.” my latest @WarInstitute https://t.co/pLYbi3YJpI Operation Epic Fury has objectively been a remarkable display of deep strike, naval control, and the rapid suppression of Iranian capabilities with airstrikes and sea-launched...
Distinguish Commodity From Non‑commodity Content for SEO Success
Google's @dannysullivan on commodity vs non-commodity content https://t.co/lOelMIgQtP via @marthavanberkel and @gaganghotra_ and others https://t.co/No6L14MbCX
Pentagon Cancels Battleship, Fuels Fake News Industry
This is the polar opposite of reality. Here’s how the fake news gets manufactured…. For years the Pentagon has been canceling big ship and aircraft orders and diverting the cash to think tank studies and consultants. “Experts” with PhDs hate the battleship because...
USAF to Triple AMRAAM Orders, Boosting Solitron's Top Program
$SODI The US Air Force has requested to triple annual AMRAAM purchases. Based on my due diligence, I believe this is Solitron‘s largest defense program they sell into. https://t.co/azt1d7PWkv
Platinum Overextended yet Deeply Discounted to Gold
Platinum Is Stretched, But Low vs. Gold Platinum is extremely extended vs. its 60-month moving average, but a primary underpinning may be its steep discount to gold. At about $2,000 an ounce on April 22, my graphic shows platinum around the...
California Bypasses Jones Act with U.S.-made Gasoline
"California has new way of getting gasoline due to Jones Act waiver" (And the fuel is American-made.) https://t.co/HnQQWljVtX "Nationally, 44 voyages by foreign-flagged vessels have carried petroleum products between U.S. ports" 😲 https://t.co/noAURnRzqq
NY Adopts Massachusetts’ State‑court Tactic to Preempt Federal Suits
“New York’s strategy mirrors tactics initially deployed by Massachusetts. Rather than awaiting federal court lawsuits, both jurisdictions filed in state court systems to position platforms defensively.” https://t.co/X66uevGrVN
Free‑market Stance Leads to Pro‑cigarette Editorial Bias
The #BrokenPost editorial mission to focus on personal liberties and free markets means editorializing in favor of cigarettes, cancer, and death. Butt out, cigarette banners https://t.co/a27hplhu0X
Wrapping Up Molecules, Medicines & Markets Course
Final session of my "Molecules, Medicines, & Markets" class at Tufts Bio today. Here's the last slide (HT @dwarkesh_sp): https://t.co/1fkSW4BleX
Come Back After Years? Expect Completely New Supply Chain Systems
If you focus elsewhere – or take a yearslong nap like Rip Van Winkle – you might wake up to a different world. I saw it stepping back into operations after 5 years building Tompkins Ventures. Part 2: the systems changed → https://t.co/5m9Hv5NN0C #SupplyChain...
AI Startup’s Data Practices Spark Legal Risk
A fast-growing AI startup is facing serious legal pressure. Mercor is being sued over alleged data collection and exposure practices, following a breach involving sensitive contractor information. It highlights a critical issue. In AI, data is the foundation, but how it is...
Half‑million UK Medical Records Listed for Sale After Breach
Medical data of 500,000 people in UK put up for sale after data breach - https://t.co/zBa4Kbu9u3 via @FT
Navy Secretary Ousted for Advocating Overseas Shipbuilding
Two other White House officials there said the same thing. So was OMB Director Russ Vought. Whatever WaPo and Politico are selling, building a few Navy ships in Korea was not why the Secretary of the Navy got fired. Trump is...
Comcast Earns $2.2B From Events, yet Q1 Profit Falls
Comcast Generates an Extra $2.2 Billion From Olympics, Super Bowl, But Sees Q1 Profit Slip https://t.co/ZtG8X95Lrf
Tesla's $2B xAI Stake Isn’t an Acquisition, Hardware Deal Separate
Avant Nivarti Grok: No, this isn't the xAI investment. Tesla's earlier $2B stake in xAI (announced Jan 2026) was for Series E preferred stock with a collaboration framework—not an acquisition of an "AI hardware company." The April 10-Q describes a separate, unnamed...
One Influencer Drives 50+ New Subscribers Instantly
Nothing more exciting than seeing like 50 new newsletter subscribers all land within a couple of days from the same company domain. It means someone important shared it and told them to read...
AI Chip Giant Outvalues Entire Global Pharma Industry
NVIDIA is now worth more than the entire Big Pharma combined on the stock market. I shared this image from Reza Zahiri, PhD, MBA, 6 months ago. NVIDIA’s market cap now hit $4.9 trillion ($0.3 trillion more than then), which...