Intel's Packaging Wins Set Stage for Wafer Deals
Intel has made great strides. I was one of the only analysts that gave them a shot when the company had been written off for dead by most. They’re definitively getting advanced packaging from big XPU players. I called this a long time ago. Lower risk, less time, very high need, easy to explain to TSMC and can tell USG they’re supporting Intel. Next stop? Wafer agreements. This would definitively be a game changer for the company. And I do think it will happen unless the Intel process execution improvement train comes off the tracks. I’m guessing execution-based LOIs are already in place and customers are spending real dollars. If I had to guess, it would be Apple and NVIDIA. They both have the most resources and the highest need. Don’t assume it’s their leading edge products, either, that’s too risky to them. There’s a sharp learning curve using other wafer foundries and it’s steep. $INTC $AAPL $NVDA
MotherMary Launches with $71K Friday, $175K Weekend
#MotherMary is off to a hot start in its platform debut. $71k FRI from just 5 thtrs going to around $175k wknd for solid $35k avg. Expands next wknd.
Raising Cash in a Bull Market Costs You
See what happens when you decide to raise all that cash during a raging bull market? You lose.
Joe Rogan's Text Spurs Federal Psychedelic Policy Shift
How a text from Joe Rogan helped remake the federal government's approach to psychedelics https://t.co/8j55tEgdx6
Solar Powers 75% of Renewables, Nearing Half Global Capacity
Renewables just hit 49.4% of global electricity capacity. 5.15 terawatts. Solar drove 75% of the new additions. Some people thought it was impossible.
Avatar: Fire & Ash Ends Run After $404M Gross
And yeah, didn’t have time to post it yesterday, but #JamesCameron said SO LONG, as #AvatarFireAndAsh has officially ended its theatrical run at US #BoxOffice, with a 404.3M run in 119 days, after grossing $1.7k on its 17th & final...
Simplify Ads: Test Fast, Kill Slow, Scale Profitably
There's so much information out there right now that it's easy to get caught up in "what do I actually do?" Focus on the basic. Don't worry about ABO vs CBO. Produce good ads at scale and find things that convert well...
AI Chats Ease Dementia Self-Consciousness, Act as Brain Therapy
For Frank Poulsen, who has dementia, daily chats with Sunny help him feel less self-conscious. Sunny’s an AI. Frank’s OK with that. Learn more about this new “physical therapy for the brain.” https://t.co/j51qtEgU1a via @WSJ
Senate Bill Lets Institutions Buy Fixer‑Uppers With 15% Repair Spend
Institutional investors could still buy single-family homes needing major repairs under the Senate housing bill—will they? It still allows institutional SFH resale acquisitions if they spend >15.0% of purchase price spent on repairs ResiClub PRO https://t.co/Xk3ZCcdQcW
FDA Poised to Approve Psychedelics Amid Strong Political Push
It seems clear that the administration is poised to approved psychedelic applications at the FDA. This is strong political momentum & it seems approval is extremely likely so long as phase 3 data resemble phase 2 data. FDA Commissioner Makary: There...
Smart Grids Could Cut Bills 10%—Will Politics Allow?
Communities are pushing back on data centers—and they’re right. Utilities raised budgets 40% for AI capacity we can’t find chips for. We could cut bills 10% with smarter grids, batteries, and flexible data centers. Tech exists. Political will doesn’t—yet https://t.co/3SbcUY9uZs
Tariffs Fully Passed to Consumers, Labor Gains Negligible
Another Fed paper finds Americans paid almost all Trump's 2025 tariffs ("pass-through of realized tariffs into import prices was close to one hundred percent"), AND that local labor market effects were "economically negligible." All pain, no gain. https://t.co/FIgzz7XDAC https://t.co/SeRAnQAdLP
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Oil Prices Likely Stay Above $80 Amid Iran Conflict
$USOIL - Closed the week below the 10 week MA confirming that it made an intermediate term top in early March. Crude oil prices are likely to remain elevated(above $80) as long as the conflict with Iran isn't solved. https://t.co/BicUp8rpN4
Iran's Hormuz Control Threatens Global Energy Security
Security of Global Energy System Hinges on Iran If Iran asserts sovereignty over the Strait of Hormuz, the dominoes begin to fall as other supply chokepoints are contested. PS - This morning, Iran resumed control of tanker traffic in the Strait #iranwar https://markhamhislop.substack.com/p/security-of-global-energy-system
3 Billion Gamers Driving Mainstream Commerce Transformation
There are a lot of gamers now in the world, exceeding 3b by some counts. And this is spilling into mainstream commerce. Gaming is more than simple fun and games – it has transformative power. @forbes https://t.co/O0ThqFt9cQ
Mandalorian Pre‑sales Signal Weakest Star Wars Debut Yet
And yeah, ticket pre-sales kicked off on FRI for #TheMandalorianAndGrogu at US #BoxOffice, and oh boy… Unless #StarWars became less fanboy and more walk up heavy after 7 years absent from theatres, the MANDO film starring #PedroPascal might be on...
Gates Foundation Funds One Quarter of Global Health
In my lecture this week on NGOs versus government programs in public health, I focused on the Gates Foundation. Why? Because ALONE they fund around 25% of all programs in global health. They have over $80 billion in assets and their operating...
Cricket Star Exposes 28‑Official Bribe Chain in Land Registration
A former cricketer, Pulkit Sharma, shared a troubling experience during land registration. He bought land in Punjab and claims he had to pay bribes to more than 28 officials just to get it registered. Every office had its own price. No payment =...
Choosing Risk Over Safetyism to Save Millions
Ultimately humanity will have to decide, are we open to risk and hundreds of new therapies and cures or does safetyism win as we watch millions unnecessarily die each year (for the price of hundreds or thousands of deaths for...
Economic Pressure, Not Military Might, Can Cripple America
I just read France sold all their gold from Fort Knox and moved it out of US custody. I think we've projected our military strength as a threat to the world. The way to disarm America isn't military - it's...
FDA Requires Influencer Advocacy for Huntington’s Treatment
I guess people living and dying with Huntington’s disease need an influencer/podcaster to text Trump. That’s how the FDA works these days.
New Mexico Wind Project Powers California, Boosting 100% Renewable Goal
Largest renewable project in U.S. history - 3.5 GW of wind in New Mexico - begins delivering power to California and Arizona. @CaliforniaISO has taken operational control - will count as in-state wind Will speed up California's push for 100% WindWaterSolar https://www.eenews.net/articles/largest-us-renewable-project-begins-generating-electricity/
Payers Need Decision Tools, Not Just Dashboards
Payers do not have a claims data problem. They have a decision problem. For years, dashboards showed what happened. They did not answer: What changed? Why does it matter? What should we do now? What could make...
Direct Shipping Partners Decline, Prompting Fluid Supply Chains
This may be mapping the past. As global mistrust moves to trade supply chain fragmentation. Is a new, fluid supply chain needed?
Leverage IoT Data to Underwrite Emerging Risks
New risks? Use IoT data to insure them https://t.co/qUlbA7HxUl @CedarStResearch @jeffroth77 @GalenDShaffer @JimMarous @FGraillot @nigelwalsh @SpirosMargaris @jblefevre60 @robgalb @RonnoArnold @hedgequote @Nick_Lamparelli @antgrasso @hugues_bertin @globaliqx @psb_dc @an_battista
X Patches VPN Loophole, Reveals True Foreign Accounts
Looks like X finally fixed the VPN loophole that let our overseas competitors show up as 🇺🇸 This is accurate now except @splash_247 is registered in Singapore with an Australian office and @tradewindsnews is Norwegian. TW does employ a few American...
Trump’s $1.5T Defense Ask Dwarfs Obamacare Subsidy Cost
Trump's $1.5 trillion military budget request is batshit crazy. The $600 billion increase from the 2025 budget is 20 times the cost of extending the enhanced Obamacare subsidies, which Trump and Republicans said we couldn't afford https://t.co/2bgvnGktvZ
Claude Opus 4.7 Autonomously Validates COVID‑19 Drug Claims
This seemed like a fun task for Claude Opus 4.7! https://t.co/Z5qJwBNYwi has an example run on the claim "Hydroxychloroquine improves clinical outcomes in patients with COVID-19." https://t.co/kn0aWevNVv describes the pipeline. I spent 3-4h on this with Claude Code managing 10...
Confidential Divorce Support Available This Weekend – You’re Not Alone
If anyone needs divorce support or resources this weekend, for you or someone you love, please email me. It’s always confidential. Olivia@FreshStartsRegistry.com YOU ARE NOT ALONE.
Trust Deficit Drives Fragmented, Fluid Global Supply Chains
World order and trade. What are they when trust is lacking? When countries look at their needs against that backdrop? Risk not resilience will be key. Fragmentation. Supply chains must have manageable, dynamic fluidity. 2nd and 3rd orders will be...
America's Summer Soda Revival Highlights Birch Variants
The tea leaves are becoming more clear regarding regional summer sodas. 🇺🇸 The great tastemaker Joe Weisenthal has set the tone with root beer. Let's raise the stakes. What is going on in Kutztown, PA? Birch beer AND white birch beer? Sarsaparilla? Red Cream? Clearly...
Extended‑range EVs Have Roots a Century Old
The extended range EVs are not new; a more recent list beyond the BMW i3 would include: GM EV1 hybrid Renault Kangoo Chevrolet Volt Opel/Vauxhall Ampera Fisker Karma Cadillac ELR It's a surprisingly old yet effective technology that dates back a century; modern versions started in 1990s.
Autonomous AI Prescriptions Raise FDA Safety Concerns
What about "Autonomous AI Managing Patient Care," as seen with the ongoing Utah @Doctronic program for prescription renewals? https://t.co/KSeSD7dn7z @NEJM "The FDA may decide to look the other way and allow this experiment to continue, leaving clinicians and patients without safety...
Nuclear Deal Renewal Demands 13 American Lives
Small sacrifice to make if it means we can renew the Obama nuke deal at 40x the price and 13 dead American soldiers. https://t.co/L9FO5oynXI
33 Saudi Crude Tankers en Route From West to Asia
In addition, there are currently 33 oil tankers at sea — mostly VLCCs — carrying Saudi crude from Western ports to Asian countries.
Trump’s Hormuz Lies Debunked, China Holds the Ball
Now that Trump’s lies of Strait of Hormuz being open & Iran returning its uranium are fact-checked and retracted, let’s get back to the macro picture that still matters… China, Ball Is In Your Court https://t.co/tlRLPiFEts
Doubt Alone Can Block a Strait, No Mines Needed
My best source inside the administration, a former Naval Reserve officer, keeps insisting it’s real. Other sources are mixed. Make of that what you will. The truth is you don’t need actual mines to close a strait. You just need enough...
Iran Tightens Hormuz Control as Trump Threatens Bombing
With the US refusing to lift its blockade of the Strait of Hormuz, Iran has responded. Iran will now maintain “strict control” over the Strait. With that, Trump has thrown more fuel on the fire: “We’ll have to start dropping bombs again.” https://t.co/ZrwqjtoLFw
Europe Risks Split: West Eyes China, East Aligns with US
Europe could be fracturing in a Western part, that orients towards China and an eastern part that orient towards USA The Logic is that since China is supporting Russian war in Ukraine, countries close to Russia cannot orient towards China.
Iranian Navy Closes Strait, Reports Gunfire Amid Peace Talks
Iran's Navy Tells Ships Strait of Hormuz Shut Again, Two Vessels Report Gunfire. Will there be a negotiated peace? https://t.co/SmiW8IKxcq
Veteran Trucker Laments New Drivers' CB Radio Crude Jokes
Some things never change During this 1980s interview, a 42 year veteran trucker is asked about his career on the road and the VERY first thing he does is complain about new drivers 😭 Says too many drivers are saying dirty...
AI-Generated News Site Peaks, Then Rapidly Declines
We have a new "Mt. AI". It took a news article about this operation to get Google's attention I guess... It scaled to close to 900K urls indexed with AI-generated news content by city. It ranked across news surfaces including...
AI Overload Sparks Desire for Authentic Content
AI content slop on all Meta products AI slop on all X replies AI recap articles on sports recaps AI is single handily making me crave real stuff more and more.
Are They Deploying Minesweepers or Just Issuing Press Releases?
Okkkkk. So are you actually going to deploy these minesweepers or just keep publishing press releases about them?
Winter Oil's -5% Slide Is a Significant Move
Heard some folks assert that later-dated oil wasn't down as much as the prompt. Well, of course.. you'll almost NEVER see 6-month and beyond contracts change as much as the front month. In reality, -5% on winter oil is a large move....
Ukrainian FPV Drones Hit Russian Msta‑S, D‑30 Howitzers
Video from Ukraine’s 72nd Mechanized Brigade of FPV strikes on Russian Msta-S and D-30 howitzers. https://t.co/UZSicJJMsZ https://t.co/s91BoQcH7F
Air Canada Halts JFK Service for Five Months
Gosh, I wonder who we can blame for this Air Canada will suspend flights to JFK for nearly 5 months as jet fuel costs soar https://apnews.com/article/air-canada-jfk-fuel-iran-b44f4994f2af268cf6929c5f0f52080f?utm_source=copy&utm_medium=share
Russia's Doping Scheme Tied to Navalny Poisoning Team
Doping With an Aftertaste of Novichok: Russia's Olympic doping program, like Russia's poisoning program - two projects very close to Putin's heart - run by the same kill team that poisoned Navalny. https://t.co/vMTiIA9iS4
Record Number of Strait of Hormuz Ship Attacks
Most attacks on ships in the Strait of Hormuz since the early days of the war.