Revisiting “Genocide of One” 15 Years Later
I picked up the newly released edition of “Genocide of One” by Kazuaki Takano. Hard to believe it was first published 15 years ago. I actually wrote a blurb for it back then. https://t.co/A1EaGMeGgI
Libya's Oil Boom and Currency Surge Amid US‑Israeli Conflict
Libya’s oil production JUMPED from roughly 400 thousand barrels a day in March to 1.43 million barrels a day in April. In the same time frame, the Libyan dinar has APPRECIATED by over 17% vs. the USD. LIBYA = BIG WINNERS OF...
Tesla's New Self-Driving Feels Unbelievably Smooth and Predictive
spent the night driving around los angeles on Tesla Self-Driving 14.3.2 man… it is SO good. my gf and I were both just marveling in it. it just feels so comfortable. and the reaction time is absolutely out of this...
DeepSeek V4 on Huawei Ascend Accelerates China Chip
Macro: DeepSeek V4 runs on Huawei Ascend, boosting China tech autonomy. Key: strong benchmarks, low cost, massive context. Risks: IP disputes, modality limits. Trade: overweight Chinese chipmakers tied to Ascend adoption. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Mobileye Quietly Builds Autonomous Driving Backbone with SuperVision
Mobileye (MBLY) is quietly building the backbone for autonomous driving, not just selling auto parts. With its ‘SuperVision’ system and a white-label strategy for global OEMs, this physical AI play is flying under the radar. 📡🚗 AIinvesting
Tesla's $40B Capex Sparks Innovation, Investor Anxiety
The Chinese are innovating in cars and doing things none of the others are doing. Didn’t @elonmusk just buy some new AI development tool company? Oh yeah. Yeah, Tesla’s AI is better. And I argue that autonomy is way way more important than...
Trump Leveraged HIV Aid for Rare Mineral Extraction
What he was protesting was Trump using PEPFAR to force countries to give up rare minerals in exchange for HIV drugs. There is no bottom.
Caltrans Deploys Spot Robot to Inspect Hidden Bridge Structures
Inspecting the Unseen: Caltrans Uses Spot to Navigate Hidden Bridge Structures by @BostonDynamics #AI #Robots #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/IjoIe3bSfs
Singapore’s Fuel Hub Doubles Russian Oil Imports Amid War
Singapore, the world’s biggest ship refueling port, TURNS TO RUSSIA FOR OIL. Oil imports from Russia have DOUBLED since the start of the US-Israeli war on Iran. RUSSIA = BIG WINNER. https://t.co/oBUnq9FGNS
Sharing My Passion on X Actually Pays Bills
i still can't believe that sharing what I love on @X actually PAYS THE BILLS so incredibly thankful for @XCreators 🫶 https://t.co/iLqxhbcPia
China’s Commodity Stockpiles, Not Strategy, Cushioned Iran War Impact
1/5 It's true that China was able to withstand the effects of the Iran war better than many other countries because it had stockpiled commodities. But it is a little silly, perhaps even a little orientalist, to say that it did...
US Weaponizes Gas Abroad, Fuels Climate Crisis, Needs Clean Energy
America is basically using gas as a weapon of war against Asia and Europe: their violent actions in the Middle East have pushed up the price elsewhere but *not* in the US. Fossil gas causes climate change AND it's an...
Danone's Renew Strategy Boosts Margins, Targets Mid‑Single‑Digit Growth
Danone’s “Renew” playbook is paying off. They’re shifting from fixing to accelerating—focusing on premium nutrition and local execution. Margins are up, and mid-single digit growth is the new target. Turnaround looks on track. 📈 Danone
Hovermap ST‑X Enables Fully Autonomous LiDAR Mapping
Hovermap ST-X: Next-Generation #Autonomous LiDAR Mapping for Complex Environments by @emesent #Drones #EmergingTech #Innovation #Tech #Technology https://t.co/L1sWl6glOL
Burt Rutan's Bold AV Comment Sparks Supersonic Startup
When I was a speaker at @smooter’s innovation conference in Idaho famous airplane designer/builder/pilot Burt Rutan also gave a speech. Started talking about autonomous vehicles. “When I get mine I am going to have sex in it,” he said in front of...
Japanese Success Stemmed From Subsidies, Not Management Style
Tordior is right. In the 1980s, the US and Europe encouraged Japanese investment because they thought it would bring the "Japanese" management style that explained Japan's manufacturing success. But Japanese manufacturers ended up being no more successful than local ones once...
Robots Clean Toilets, Restoring Human Dignity at Work
There are many jobs people fear AI will take. Scrubbing toilets is not one I feel compelled to defend. That is what struck me about the Zerith H1. It is a wheeled humanoid robot designed to clean hotel bathrooms and public spaces, handling...
Unexpected Twist on Delta JFK‑SFO Flight
So the Delta flight from JFK to SFO got a little bit more interesting than normal.
US Natgas Fuels Industrial Surge Amid Hormuz Closure
The data supports this - freight activity has firmed since early March. Industrials are ripping and America has a massive competitive advantage: abundant natgas. Natgas is the industrial fuel. American industrial competitiveness increases the longer Hormuz is closed.
Secretary of Defense Shouldn't Claim Missile Destination Knowledge
How could the Secretary of Defense be expected to know where our Tomahawk missiles are going?
Powell Already Ordered Fed IG Probe, Piro Not Starting New
Also, Powell asked for the Inspector General at the Fed to investigate last July, so Piro is not starting a new investigation there https://t.co/69DrLkUpjT
Cabinet Choices Reveal Politicians' True Health Care Agenda
I’d love to hear from @philforcolorado and @senatorbennet on what changes they’d make to the current cabinet if they were elected…namely those folks who have influence over the health care agenda Who gets picked says a lot about the agenda they...
Better Employee Experience Directly Boosts EBITDA
#TimTalk - For the cynical CFO, what is the direct correlation between Employee Experience Design and a company’s EBITDA? with Dean E. Carter https://t.co/Gii3tiBtQn via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #FutureofWork #HumanResources #HR #EX #Culture #WorkPlace #EmployeeWellbeing
Forged Document Enables $128M Offshore Magic Trick
RM128,340,000 moving to an offshore account in a single day isn't just a financial transaction; it is the final act of a corporate "magic trick" where a massive infrastructure project disappears while the money stays visible. While the headlines focus on...
Sixth Circuit Upholds State Power Over Sports Betting
Game, set and match for Ohio? The Sixth Circuit stated the presumption against preemption applies because this is a gambling case. The States have won every case where it applies (e.g., MA, MD, NV & OH). Reason: No "clear and manifest" statement...
First Cyclorotor Aircraft Achieves Successful Takeoff
BlackBird Breakthrough: The First Cyclorotor Aircraft Successfully Takes Off by @spaceandtech_ #Aviation #EmergingTech #Technology #Innovation https://t.co/7qz0pcmKnF
Protesters Disrupt AGM as CEO Receives $17M Bonus
“More gas will cook our planet:” Protestors disrupt oil and gas giant AGM as new CEO lands $17m package #energysky -- via Renew Economy: https://t.co/5upYLVdrKU https://t.co/rRtB9O4EMn
Robots Now Harvest Agricultural Microclimate Data
#WhosNext? Agricutural #Data collectors and analysts. #Robots can do that now. Various types of sensors can be used to detect microclimates on the premises or within the facility. (New China) #AgTech #Robotics https://t.co/EpgpvnZXcJ
AI Builds Star Fox in Just 15 Minutes
Asked GPT 5.5 and Codex to make Star Fox. This is after 15 min of prompting 🔥 https://t.co/GrnBjR6dGj
Competitor Cites SONAR for Market‑wide Freight Rejection Rates
Roper's CEO (parent of DAT) quoted "freight rejection rates" to describe the state of the freight market to investors in their latest conference call. There is only one place you can get market-wide rejection rates: SONAR. Happy that SONAR...
Geothermal Gains Momentum, Yet Subsidy Skepticism Persists
I like geothermal energy, I do not like the subsidies. Geothermal energy bill advances at the Colorado Capitol https://t.co/rcZo3dAey4 via @coloradosun
China’s Q1 2026 Battery Exports Reach 27.3 GWh
China’s energy storage battery exports hit 27.3GWh in Q1 2026 #energysky -- via Energy Storage News: https://t.co/MljJ3I22MK
Advanced Nodes Push Performance, Efficiency, and Scaling Limits
#Technology #Thread #Semiconductor #Manufacturing #Node The Semiconductor Let Us Explore Advanced Node Status: 1/ - Advanced Nodes Represent The Leading Edge Of Semiconductor Innovation At 5nm, 3nm, And Moving Toward 2nm. - They Define The Limits Of Performance, Power Efficiency, And Scaling Economics...
State Fast-Tracks Oil Project After Green Battery Push
“I’ll sign, you drill:” State puts oil and gas project on fast-track, one day after “calling in” another big battery #energysky -- via Renew Economy: https://t.co/QUkcx7xsXy https://t.co/1vBy68Kqo4
Automated Driving Will Outpace Manual Within Ten Years
It’s becoming more and more normal every day. It won’t take a decade. One decade from now there will be more automated driving than manual driving
Exposing Antivaccine Activism: Immunization Partnership’s Houston Talk
Many thanks Comedy Injection for hosting my remarks this evening in HoustonTX with @immunize_usa The Immunization Partnership promoting vaccine advocacy, detailing the dark forces of antivaccine activism in U.S. https://t.co/YbUvv0pOuS
Drone Kills Cost $1k, Soldiers Wield Shotguns
It costs $1000 to kill a human soldier with a drone. The soldiers are carrying shotguns.
AI Data Center Power Demand 45‑55 GW by 2030
Appreciate the effort here. With all of the overlapping constraints it looks like no one that has actually run the math sees AI data centers load growth above 45-55GW by 2030. That is easily tucked into our existing grid with...
JD Vance's Task Force Fails to Halt Trump's IRS Lawsuit
I thought JD Vance's fraud task force was going to put a stop to Trump's I.R.S. lawsuit.
Subscribe for Full Stock Thesis, Research, & Trades
Will be starting a substack , here I will post my full thesis on stocks, deep research , macro analysis , my buy & sells. So make sure you’re subscribed https://bdinvesting.substack.com
Iran Conflict May Trigger Oil Crisis, Global Collapse by May
Amid the Iran war, a major warning about the deepening oil crisis, the global economy could collapse by May https://t.co/kpHXhifaXs
April 25 Q4 Earnings Radar: Top Indian Stocks
🚨 𝗤𝟰 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗥𝗮𝗱𝗮𝗿: 𝗔𝗽𝗿𝗶𝗹 𝟮𝟱 🔹 𝗔𝘅𝗶𝘀 𝗕𝗮𝗻𝗸 🔹 𝗜𝗗𝗙𝗖 𝗙𝗶𝗿𝘀𝘁 𝗕𝗮𝗻𝗸 🔹 𝗥𝗕𝗟 𝗕𝗮𝗻𝗸 🔹 𝗨𝗖𝗢 𝗕𝗮𝗻𝗸 🔹 𝗦𝗕𝗙𝗖 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 🔹 𝗜𝗻𝗱𝗶𝗮 𝗖𝗲𝗺𝗲𝗻𝘁𝘀 🔹 𝗔𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲 𝗦𝘁𝗮𝗺𝗽𝗶𝗻𝗴𝘀 𝗮𝗻𝗱 𝗔𝘀𝘀𝗲𝗺𝗯𝗹𝗶𝗲𝘀 🔹 𝗠𝗜𝗖 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀 🔹 𝗦𝗲𝗷𝗮𝗹 𝗚𝗹𝗮𝘀𝘀 🔹 𝗦𝗮𝗻𝗴𝗶𝗻𝗶𝘁𝗮 𝗖𝗵𝗲𝗺𝗶𝗰𝗮𝗹𝘀
Zinc‑Doped Tin Oxide Matches ITO in Tandem Cells
Perovskite–silicon tandem solar cells using zinc-doped tin oxide achieve comparable performance to indium tin oxide counterparts #energysky -- via pv magazine global: https://t.co/Mpz8WZZ3s4 https://t.co/6Q7tr34wZP
Procedural Ghost Undermined RM200B Infrastructure Deal
A RM200,000,000 "regional infrastructure dream" is rarely a business failure when the foundations were never actually laid—it’s a 14-year countdown to a Monday morning in court. While the market sees a standard MACC arrest of a former director in his 70s,...
Phishing Attacks Surge, Spreading Anxiety Across All Channels
It’s hard to overstate the acceleration in frequency, cleverness and diversity of phishing and targeted exploits across every media channel over the past month or so. Have experienced it personally but also via friends and family, several of whom have...
EVs Cut 13% US Oil Production, Signal Engine Extinction
In 2025, EVs displaced 1.8m barrels of oil every single day. That’s 13% of total US crude production just wiped out by electrons - while EV sales just smashed through 25% of the global market It’s an extinction event for the...
Gatekeeping's End Sparks Unexpected Positive Ripple Effects
Every article about the death of gatekeeping has to start with "The death of gatekeeping did lots of good things", because of the death of gatekeeping
Shotguns Become Ukraine's Portable Anti‑drone Weapon
Talked to some Ukrainians. They confirmed a shotgun is the best man-portable drone defense. But what that means is that it takes 2 drones to kill a man instead of 1. They told me about one Russian soldier who shot...
One Operator Lifts Crew‑Level Loads with Sarcos Guardian GT
#WhosNext? #Construction crew workers? WIth the Raytheon Sarcos Guardian GT - Big Arm one man can lift as much as a whole crew. (Tech Insider) #Robotics #Cobots https://t.co/F5PlDR00Af
2026 Toyota bZ Handles Mountain Day Trip Easily
EV curious? Wondering if you can drive an EV to zero by heading into the mountains? I gave it a try with a day trip to beautiful Breckenridge, Colorado, with a 2026 @Toyota bZ FWD Plus EV. Here's how it...