Accusations of Weapon Sales and Moral Bankruptcy
Selling, selling weapons for European money, as he allegedly always wanted. Also, trying to once again to derail things for Ukraine for the sake of blackmail as your own war goes very wrong because of your own arrogance and incompetence is an act of staggering cynicism and moral bankruptcy. Though, honestly, what else is new.
Netflix's Animation Pipeline: Lottery‑ticket Mindset, No Long‑term Planning
The massive gap between S1 and the still-undated S2 of #BlueEyedSamurai is such a microcosm for Netflix's approach to animation development. Strewn about lottery tickets in the hopes that one hits but very little forethought to what comes after. https://t.co/TRomhi6kiq
LSD and DOI Reduce Opioid Intake and Withdrawal in Mice
Effects of Psychedelics Lysergic Acid Diethylamide and R(–)-2,5-Dimethoxy-4-Iodoamphetamine on Oral Opioid Consumption and Naloxone-Precipitated Withdrawal in Male C57Bl/6J Mice https://t.co/78DNsREzoR
Battery Lenders Gain Six Years' Insight in Six Months
‘We learned more in the past six months than the past six years’: Australian battery storage lenders navigate merchant risk #energysky -- via Energy Storage News: https://t.co/k3W8LaAaTN
Artemis II Crew’s Perfect Blend Wins Hearts
The crew of Artemis II is just a perfect mix of personalities. It is so easy to like and root for Reid, Victor, Christina, and Jeremy on their grand journey around the Moon. Godspeed, all.
Trump’s Slip Could Derail Xi Meeting’s Trade Agenda
How will Trump’s “mistake” affect his meeting with Xi? What does it mean to the agenda, expectations, and outcomes? Starting with trade, supply chains, and logistics. Taiwan?
From First Helicopter Raid to Routine Russian Strikes
Remember that epic raid by Ukrainian military helicopters striking the Russian oil depot in Belgorod on April 1st, 2022 -- exactly four years ago today? That was literally the first such high-profile strike by Ukraine and it made an absolutely thunderous...
Economist Warns: War's Hidden Costs Outweigh Oil Prices
Yes, I'm an economist. And yes, I'll talk about oil and gas prices. But still, I wonder whether (and why) we're avoiding talking about the bigger costs of war.
CDC Halts Rabies, Mpox Testing Support over Staff Shortage
What could possibly go wrong? #CDC pauses support for states on testing for #rabies & #mpox because it doesn't have the personnel to do the work. 2 pathogens you really don't want to mess with, rabies & mpox. https://t.co/Vr80XIP1J4
Dimension Energy Secures $650M for Community Solar
Dimension Energy announces $650 million in new financing for community solar #energysky -- via pv magazine usa: https://t.co/yNAppIapKQ
FCC Rules May Stall U.S. Shift to Newer Wi‑Fi
Rroughly 28% of all Speedtest samples in the U.S. ran over Wi-Fi 5, and around 7% used Wi-Fi 4 or older. Additional FCC rules affecting router vendors could potentially slow U.S. adoption of newer Wi-Fi technologies. MORE: https://t.co/UBgJUHlay2 https://t.co/Nog9KRnqDa
Green Supply Chains Remain Opaque, Poorly Regulated, Prone to Abuse
This @Source_Mat & @politico investigation of @eni’s Kenyan biofuel project is more evidence that the global #supplychain networks for many supposedly green/sustainable products are “opaque, poorly regulated, and open to abuse.” Via MarianneGros95 et al. https://t.co/CANE1WaaLw
Supply Chain Strategy Wins 2026 NextGen Visionary Award
Congrats to Colin Yankee and the Tractor Supply team on being named our 2026 NextGen Visionary Award winner. A great example of supply chain strategy driving real business growth. Read more: https://t.co/NzTw8ZSLlL Learn more about NextGen: https://t.co/lXFaD0DEj0 https://t.co/fUuqsI4M7m
Learn From Hormuz Crisis: Rethink Gas Export Strategies
The reshuffling of gas and LNG exports as the Hormuz crisis move to its second month is an experience that we need to learn form.
Instagram Reels Introduces Teleprompter and Touch‑Up Filters
Instagram Reels has added a teleprompter feature and a Touch Up feature. Screenshots attached (I can vouch for the Touch Up because I look wrecked IRL today and this blurred everything out) *h/t to @oncescuradu who originally spotted this
Soybean Bears Face Disappointing Day as Bull Spreads Flip
This is turning out to be a very disappointing day for the bears in the #soybeans. Bull spreads have even turned.
One Algorithm Change Can Wipe Out Your Reach
Most people are one algorithm change away from losing everything. It feels safe until your reach drops overnight and you can’t control it. https://t.co/hJYQSD9Fij
Beijing’s 2002 Strategy Exploited US’s War on Terror
Left: "Much of Beijing's current strategy toward the US was laid down in 2002, when the CCP concluded China faced an unprecedented 20-year 'period of strategic opportunity' [due to] the GWOT distracting US leaders." Right: Cover of this week's The Economist...
Affiliate Loops Reveal Need for Independent Research
AJ from Lucid Trading exposing the circular affiliate game - firms pay ranking sites for visibility, then become affiliates of those same sites to recoup costs. Smart margin strategy but shows why independent research matters. Check https://t.co/1I4O2dByrK for unbiased comparisons...
Kia EV3 Arrives US with 320‑Mile Nightfall Edition
Kia is bringing one of its best EVs to the US later this year. The compact EV3 is launching in the US with a special new glossy black “Nightfall” appearance option and up to 320 miles of range https://t.co/q1W5mmsGcG
MediaTek Pushes 400G Copper Limits; Optical Next
Good discussion here on copper/optical with @mediatek. They are pushing the limits with NPC (near package copper) and CPC (co-packaged copper) at 400G per lane, with distinct efficiencies in those solutions. But past that, most likely optical NPO/CPO.
Meta's New Click Attribution Shifts Performance Metrics
Meta completely changed how it counts click attribution. How did it effect performance? What should you do about it? I pulled data on 50 accounts and $30M in spend over the last few weeks to break it down... https://t.co/kspXVNgkoO
Creative Fatigue Signals Product Peak Before Sales Drop
These are the 6 signals that tell me a product could have peaked before the numbers show it: 1/ You create banger ads, launch them, and only the old ads keep working. 2/ Sales flatline, but your increased effort masks the...
Private Credit Defense, IPO Rush, Misfortune as Content
🆓 Wednesday links: defending private credit, the rush to IPO, and turning misfortune into content. https://t.co/FjF6EvQcdR image: https://t.co/JLHc6phWc7 https://t.co/NpoUqeZdSW
Yuan Replaces Dollars for Iran Strait Transit, Signaling Currency Clash
Ships paying Iran for transit thru the Strait. In yuan. Not dollars. An indicator of a coming currency battle? And roiling supply chains and maritime?
Vizsla Copper Launches $13.7M, 10,000m Drill Program
A $13.7M exploration program at @VizslaCopper's Palmer project in Alaska includes 10,000m of drilling this summer. Lots of runway since it spans >15 km w/ multiple underexplored targets. See the #1 question we always ask. I'm overweight this #copper stock:...
Asia’s Coal Resurgence Driven by Gas Shortages and Geopolitics
Asia is being FORCED BACK TO COAL to keep the lights on. Gas shortages are leaving countries with no other alternatives. THE US-ISRAELI WAR ON IRAN = UNINTENDED CONSEQUENCES. https://t.co/h4FiiSWzHr
Banks Play IPO Auditions as OpenAI Valuation Soars
"Don Corleone, I am honored and grateful that you have invited me to your daughter's wedding. And I pledge my ever-ending loyalty." — Luca Brasi The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is...
Federal Lawsuit Targets Morris Township's Natural‑gas Ban
Administration sues Morris Township, NJ - population 23,000 - to preempt a 2022 ordinance that bans natural gas in new apt buildings.
Microsoft Ads Merchant Center Adds Store & Domain Rename Feature
ICYMI: Microsoft Advertising Merchant Center enables update your store name and domain name https://t.co/ylKcY3apFY https://t.co/jyKLfsH0HJ
NewScorpioGold's Step-Out Drilling Extends Goldwedge District
As JV says this is how you stitch together a district: @NewScorpioGold's latest batch of step-out drilling at Black Mammoth is 250m from the Goldwedge resource—and continues to connect the dots across the district. See the map. This #gold stock...
Libya Abandons Sanctioned Shipwreck Salvage Near Malta
What do you with a sanctioned shipwreck? Libya Abandons ‘Arctic Metagaz’ Salvage At Edge of Malta SAR Zone https://t.co/OWN9M87gzE
New GLP‑1 Pill Approved: Orfoglipron Offers Easier Dosing
New GLP-1 pill approved Foundayo (orfoglipron). Not as much weight loss as oral wegovy but no issues with food or more liquid around taking it. Same price. Not April fools joke.
MediaTek's Flexible IP Strategy Positions It for Customer‑Owned Tooling
Being flexible, customer friendly, and willing to work with as little or as much customer owned IP the customer wants is an approach @mediatek does seem well positioned for. If you believe customer owned tooling becomes a thing. They seem competitive....
Expanding Into Substack, TikTok, and Dance‑Infused Options Content
Leaning into Google's convinction that I'm an investment content creator and starting a substack and a TikTok, long-form writing and video shorts with little dances illustrating options concepts coming soon, stay tuned 🖤
Bell Controls 70k Apartments, Owns Significant Portion
Big deal in apartment world. Bell manages 70k apartment units and owns a good sized chunk as well. https://t.co/OJW8Os8jr6
SpaceX IPO Defies $1B Revenue Ceiling, Aims Massive Scale
Pretty momentous day when SpaceX files for possibly the largest IPO ever. I remember when VC colleagues used to say this company had stalled at $1B or so of revenues, and that a space taxi company could only be *this* big,...
Judge Allows Alabama Power to Maintain High Solar Fees
Alabama Power can keep charging steep rooftop solar fee, judge rules #energysky -- via Canary Media: https://t.co/6jCLTmK7pW
Mediatek's Custom XPU Gains Edge via TSMC Ties
This may be the money slide for @mediatek on custom XPU solutions. One area I do believe they have a distinct advantage is their privileged relationship with TSMC. https://t.co/2dIFSrVRMz
JCPOA vs War: Opponents Push Early Conflict
Narrator: In fact, it was always a binary choice between the JCPOA and war. The people who opposed it were, in fact, warmongers who believed the sooner that war came, the better. https://t.co/Rbzw2uHkm7
MediaTek Unveils XPU Within Broader Custom Solution Stack
The XPU is one part of what is now becoming a custom solutions approach (not just the compute ASIC) but @mediatek showing what they have been investing in across the custom solution stack. Hadn’t seen many of these details before....
Manufacturing Grows Third Month Amid War, Tariff Concerns
"Manufacturing sector expands for third consecutive month, but war, tariffs cause worry" "In the last two months, the prices index has increased 19.3 percentage points to reach its highest level since... June 2022." https://t.co/eKASacTNPS https://t.co/rXk8eLwXeb
ESA Foundation Launches Game Scholarships for Students
ESA Foundation has opened applications for game scholarships for high school and college students. https://t.co/halUlpJ7WF
Fans Queue Hours Early for NASA Merch
Five hours before the Artemis 2 launch window opens and lines are already forming… for the NASA merch stand at the press site. https://t.co/G3mNTfUVBT
US Defense Relies Heavily on Chinese Supply Chains
The chart below is one of the most striking I came across researching my new report on "Defense Innovation" (https://t.co/rRtYxEUTE9). It illustrates the deep dependence of current US air-launched armament supply chains on China. In a world increasingly defined by...
Moon’s Distance Dwarfs All Planets—Artemis II Soars
If you’re having problems conceptualizing why going to the moon is such a big deal, here’s your reminder that you can fit every planet in the solar system in between the Earth and the moon. The Artemis II astronauts are...
US‑Israel Pressure Sets Stage for Iran Regime Shift
…the U.S. and Israel are doing what they set out to do, what they told us...the conditions are set, I think, for a fundamental change in the nature of the Iranian regime...the regime is fragmented @LTGHRMcMaster @FoxNews I 100%...
Skip Template Hunting with Gamma Imagine’s Instant Designs
I used to spend more time hunting for templates than actually designing anything. Open a design tool and scroll through hundreds of templates until you find one that's close. Delete most of it, customize what's left, and realize it still doesn't...
UAE Calls for UN Chapter 7 Action on Hormuz Navigation
In a letter to the UN Security Council, UAE is invoking Chapter 7 of the UN charter (commonly referred as 'use of force') seeking “immediate action” in order to “ensure the safe and secure navigation and navigational rights and freedoms...
SuperMobile Powers Secure, High‑performance Work Off‑site
The most effective teams today don’t sit at desks - they operate in the field, on-site, and on the move. SuperMobile supports performance and security where work actually happens, helping enterprises stay responsive even where traditional cell towers don’t reach. Learn more:...