Industry Social Media and Updates

Misinformation Spreads Before April Fools, Targeting Vaccines, GLP‑1
SocialMar 31, 2026

Misinformation Spreads Before April Fools, Targeting Vaccines, GLP‑1

It’s not even April fools yet and people are still making posts against vaccines and GLP-1 meds.

By Spencer Nadolsky, DO
Dad‑Son Gaming Bond Celebrates
SocialMar 31, 2026

Dad‑Son Gaming Bond Celebrates

#SuperMarioGalaxy is a total blast. As a dad who still plays the games regularly with his son, it feels like a joyful celebration of 40 years of these iconic characters and worlds. Consider this my official request for a “Star...

By Clayton Davis
Abysmal Hiring Rate Signals Housing Market Trouble
SocialMar 31, 2026

Abysmal Hiring Rate Signals Housing Market Trouble

In other depressing news for the housing market, the hiring rate is abysmal. The hiring rate continues to be my key macro indicator for whether the housing market can recover this year. February looks bad. https://t.co/rdRsiAwAaR

By Mike Simonsen
Trader Shorts USO and Oil Refinery ETFs
SocialMar 31, 2026

Trader Shorts USO and Oil Refinery ETFs

🫡 Just sat down and SHORT $USO and #oilrefinery What are you guys up to? @traderTVLIVE https://t.co/NZmEiRtDka

By Shawn Catena (TraderTV Shawn)
Europe Must Ramp Up Defense as US Pulls Back
SocialMar 31, 2026

Europe Must Ramp Up Defense as US Pulls Back

It's pretty obvious NATO is in serious trouble. US pulling back will force European Countries to bolster there own defences hugely. Keep holding those big Defence Stock positions :-)

By WheelieDealer
Iran Threatens Retaliation Against US Tech Giants
SocialMar 31, 2026

Iran Threatens Retaliation Against US Tech Giants

Iran issues direct strike threat to Nvidia, Microsoft, Apple, Google, 14 other US tech companies — 'These companies should expect destruction of their facilities in response to each act of terror in Iran' https://t.co/ScbN2E2dAq

By Anj Bryant
Shanghai‑Dubai Airfreight Rates Near Pandemic Record
SocialMar 31, 2026

Shanghai‑Dubai Airfreight Rates Near Pandemic Record

Airfreight rates from Shanghai to Dubai have soared 95% since the start of the war, to $8.60. Rates could exceed the 2020 pandemic record of $9.40 if fuel surcharges continue to rise: Drewry Airfreight Insight https://t.co/ge5NQvbHky

By Lisa Abramowicz
Allies See US Unreliable, Belligerence Extends Past Trump
SocialMar 31, 2026

Allies See US Unreliable, Belligerence Extends Past Trump

Canada and its allies are learning the US can’t be trusted anymore Prof Jack Cunningham expects US belligerence to last long after Trump. #cdnpoli #iranwar https://youtu.be/XlAfxU0Y8Kw

By Markham Hislop
California's Middle East Oil Imports Drop Below 30%
SocialMar 31, 2026

California's Middle East Oil Imports Drop Below 30%

"Previously"?? Like in 2015? In 2025, less than 30% of oil imported into CA was from the Middle East. It's been less than 50% of imports since at least 2017.

By Ari Peskoe
Own Ignored Platforms for Cheap First‑mover Advantage
SocialMar 31, 2026

Own Ignored Platforms for Cheap First‑mover Advantage

Every platform your competitors ignore is a channel you can own for almost nothing. YouTube. Reddit. Niche newsletters. Podcast circuits. First mover advantage is still real.

By Ross Simmonds
State Quantum Power Lies in Hidden Communications Exploitation
SocialMar 31, 2026

State Quantum Power Lies in Hidden Communications Exploitation

Ok I just want to add one thing. Folks, for state actors, the value of having a quantum computer is massively higher if you DON’T tell people you have a quantum computer. Exploiting Bitcoin is a parlor trick. Exploiting the world’s communications...

By Matthew Green
Freight Marketers Poised to Finally Adopt New Trend
SocialMar 31, 2026

Freight Marketers Poised to Finally Adopt New Trend

Can’t wait for all the slow ass freight marketing departments to finally jump on this trend early next week

By Timothy Dooner
Micro‑drama Apps Become the New Binge‑watch Frontier
SocialMar 31, 2026

Micro‑drama Apps Become the New Binge‑watch Frontier

Turns out a lot of people are watching micro drama apps — outside of the regular rotation of social platforms

By Lia Haberman
FlexClip AI: Versatile, Accessible Video Creation Platform
SocialMar 31, 2026

FlexClip AI: Versatile, Accessible Video Creation Platform

RT @MktgtTechAI Review: FlexClip AI Video Platform [NEW POST] https://t.co/CtzT3w39KU @FlexClipApp stands out a versatile, accessible #AI video and content creation platform--with one key differentiator.

By Tom Pick
Space Megaconstellations Threaten Near-Earth Environment, Urge Resilience
SocialMar 31, 2026

Space Megaconstellations Threaten Near-Earth Environment, Urge Resilience

The new Big Think print issue just dropped: on the Roots of Resilience. Here's how we can avoid a space megaconstellation mega-disaster. The current situation, where companies do nothing, is a recipe for destroying our one & only near-Earth environment. https://t.co/FycTO9j4QD

By Ethan Siegel
Tesla FSD Fails to Choose Correct Lane, Gets Confused
SocialMar 31, 2026

Tesla FSD Fails to Choose Correct Lane, Gets Confused

Another recent instance where Tesla's FSD just can't pick a lane. After spending time getting out of the 7th St turn lane, it decides it wants to exit anyway. Then once off the exit, it can't seem to decide which...

By Driven By EVs
FCC Router Ban Eliminates Consumer Choice, Ignores Supply Chain Realities
SocialMar 31, 2026

FCC Router Ban Eliminates Consumer Choice, Ignores Supply Chain Realities

.@FCC just killed consumer choice with their new router ban. This policy ignores supply chain reality and locks customers in. 🚨📉

By Roger Entner
TikTok Teams with Cameo for Creator Video Requests
SocialMar 31, 2026

TikTok Teams with Cameo for Creator Video Requests

This could get interesting 👀 TikTok partnered with Cameo — which means creators can offer personalized videos directly within the app It's a new revenue stream for creators and a new way to interact with your favorite TikTok creators for fans https://newsroom.tiktok.com/tiktok-partners-with-cameo-to-unlock-new-monetization-opportunities-for-creators?lang=en

By Lia Haberman
Is Healthcare Tech True Software? AI Safety Debate
SocialMar 31, 2026

Is Healthcare Tech True Software? AI Safety Debate

Has healthcare tech ever really been software? And therefore is it more safe in an era of AI? I debate this topic with: Equities research Stephanie Davis & Omada Health's Sean Duffy #OMDA 👇 https://t.co/O7smcV1gkX

By Christina Farr
Charles Cohen Faces $187M Foreclosure at 222E59
SocialMar 31, 2026

Charles Cohen Faces $187M Foreclosure at 222E59

Latest thorn in #CharlesCohen's side: #foreclosure at 222E59. Personally owes $187M to #Fortress. A billionaire #realestate mogul bleeding bucks. #750Lex #NYC #realestate #CRE #mortgage #USBank #groundlease #Vornado https://t.co/IlXXCc7keq

By David Levitt
Oil $100 Baseline Becomes Permanent After Iran Threat
SocialMar 31, 2026

Oil $100 Baseline Becomes Permanent After Iran Threat

WTI pre-market: $101.84. Brent: $108. Up 47% for the quarter. Iran is demanding sovereignty over the Strait of Hormuz — the chokepoint for 20% of global oil supply. That's not a negotiating position. It's a line in the sand with no realistic...

By Michael A. Gayed, CFA (Lead-Lag Report)
Iran's Hormuz Claim Locks in Permanent War Premium
SocialMar 31, 2026

Iran's Hormuz Claim Locks in Permanent War Premium

$CL WTI pre-market: $101.84. $BNO Brent: $108. Iran demanding sovereignty over the Strait of Hormuz. That's not a negotiating position. It's a non-starter — and everyone knows it. The war premium is permanent until proven otherwise. --- https://t.co/DwGuXTrsgJ

By Michael A. Gayed, CFA (Lead-Lag Report)
Russian Oil Tanker Anatoly Kolodkin Arrives at Cuban Anchorage
SocialMar 31, 2026

Russian Oil Tanker Anatoly Kolodkin Arrives at Cuban Anchorage

Russian-flagged oil tanker Anatoly Kolodkin approaches the area of anchorage while being assisted by a tugboat, in Matanzas, Cuba, March 31, 2026. REUTERS/Norlys Perez https://t.co/eewxf34Q5n

By Guy Faulconbridge
US Banks' NDFI Exposure
SocialMar 31, 2026

US Banks' NDFI Exposure

U.S. banks' loan exposure to NDFIs has grown to $1.4 trillion or about 11% of total balances, according to Moody's. That growth has been led by lending to private credit, which rose 7.5% QoQ (as of Dec. 31). Moody's says...

By Leslie Picker
Sysco's Pending Restaurant Depot Deal Sparks Industry Debate
SocialMar 31, 2026

Sysco's Pending Restaurant Depot Deal Sparks Industry Debate

Some additional thoughts on the Sysco acquisition of Restaurant Depot (which still needs to get regulatory approval.) Here's a short thread but I'm curious what people in the #restaurant industry think about this deal? 1/10

By David Henkes
Furniture Leads Future Big‑Ticket Purchases Across Categories
SocialMar 31, 2026

Furniture Leads Future Big‑Ticket Purchases Across Categories

"Used cars, furniture, TVs, and smartphones remained the most popular items within their respective categories for future purchases. Among all expensive items, furniture persists as the top expected purchase." https://t.co/eUexbV2ivH

By Sam Ro
LA Fires Displace 80k, Yet City Still Resilient
SocialMar 31, 2026

LA Fires Displace 80k, Yet City Still Resilient

In 2024 the Pacific Palisades had more than 16,000 structures burned down and Altadena had just as many if not more. The combined populations displaced was likely around 75-80,000 residents. In a city where housing is already scarce and buying a...

By David Herrmann
Victims Receive $27.92 Settlement After 2024 Evolve Hack
SocialMar 31, 2026

Victims Receive $27.92 Settlement After 2024 Evolve Hack

Remember back in 2024 when a Russian cybercrime group hacked Evolve and exfiltrated terabytes of data, including user data like SSN and account numbers? Victims are finally getting their settlement payments: $27.92 https://t.co/9rKUgGOh5I

By Jason Mikula
Uber’s Platform Could Outpace Car Makers in Robotaxis
SocialMar 31, 2026

Uber’s Platform Could Outpace Car Makers in Robotaxis

The most important company in robotaxis may not be the one building the cars at all, but the one turning the entire autonomous industry into suppliers on a single platform... That's the bet by CEO Dara Khosrowshahi. -- By 2029, Uber...

By Peter H. Diamandis
BAT Converts Debt to Equity, Now Holds 40% of CWEB
SocialMar 31, 2026

BAT Converts Debt to Equity, Now Holds 40% of CWEB

$MSOS @thestreetpro Apropos to the possibility of takeover optionality in cannabis stocks mentioned in my previous post: https://t.co/PAAYQbNLtA In the first real precedent of tobacco companies taking an equity stake in cannabis - $BAT has elected to convert its debenture into...

By Doug Kass
MAF Cessna Caravan Brings Hope From Factory to Jungle
SocialMar 31, 2026

MAF Cessna Caravan Brings Hope From Factory to Jungle

Delivering hope - we follow a MAF Cessna Caravan from factory to the jungle - 'In the latest issue of AEROSPACE - April 2026' #avgeek https://t.co/H8rWIihOYZ https://t.co/pwxr53c1h0

By Tim Robinson
Compass Call Jets Poised for Middle East Deployment
SocialMar 31, 2026

Compass Call Jets Poised for Middle East Deployment

EA-37B Compass Call Electronic Attack Jets Cross The Pond, Middle East Next? The jets could provide CENTCOM with America's most advanced standoff jamming capability, including disrupting communications and air defenses. Updating live: https://t.co/Z3ydr54165

By Tyler Rogoway
Four Agentic Commerce Models to Power Financial Discovery
SocialMar 31, 2026

Four Agentic Commerce Models to Power Financial Discovery

There are 4 agentic commerce models for Banks, Fintechs, and Insurance. You can play on several fronts. Start the foundational work. Where will you be discoverable? 🎥 Agentic Commerce: 4 Models for Banks & Fintechs (10min full video )https://t.co/aeoEeYpOBM https://t.co/miAd0gAxJp

By Efi Pylarinou
First Humanoid Robot Gets FDA Clearance for Spine Surgery
SocialMar 31, 2026

First Humanoid Robot Gets FDA Clearance for Spine Surgery

World’s First Surgical Humanoid #Robot Achieves FDA-Cleared Precision in Spine Surgery by @StarSnap_1 #MedTech #Healthcare #HealthTech #Tech #TechForGood https://t.co/aks0DC51ns

By Ron van Loon
Freddie Mac Index Slides; Punta Gorda, Austin Prices Plunge
SocialMar 31, 2026

Freddie Mac Index Slides; Punta Gorda, Austin Prices Plunge

Freddie Mac House Price Index Decreased in February; Up only 0.4% Year-over-year Punta Gorda House Prices Down 23% from Recent Peak, Austin Down 18% https://calculatedrisk.substack.com/p/freddie-mac-house-price-index-decreased-8d1

By Bill McBride (Calculated Risk)
Memory Market Still On Track for $200 B
SocialMar 31, 2026

Memory Market Still On Track for $200 B

Will do a memory market update next week. But in the meantime. Nothing has changed since this report a month ago. Memory still on track to ~$200B https://t.co/QSHAd1OxK2

By Ben Bajarin
MFR Distress Ends as All Reconsideration Motions Processed
SocialMar 31, 2026

MFR Distress Ends as All Reconsideration Motions Processed

All motions for reconsideration timely filed in @AppealsCourtGA cases decided for the August 2025 Term have been processed and MFR Distress is over.

By Judge Stephen Dillard
Iran Threatens April 1 Strike on U.S. Firms in Middle East
SocialMar 31, 2026

Iran Threatens April 1 Strike on U.S. Firms in Middle East

Iran has warned that it may attack major U.S. companies’ operations in the Middle East if the conflict continues. •It even gave a specific timing (April 1, 8 PM Tehran time) for possible action. Companies named include: Microsoft, Google, Apple, Intel, IBM, Oracle,...

By Raman Kumar
Self‑Serving Listicles May Violate FTC Regulations
SocialMar 31, 2026

Self‑Serving Listicles May Violate FTC Regulations

Self-serving listicles... not only embarrassing for companies to implement, but could also be against FTC rules. Not saying the FTC is going to do anything about it, but they could. Beware.

By Glenn Gabe
Proposal Ignores Iran’s Threats and Foreign Backers
SocialMar 31, 2026

Proposal Ignores Iran’s Threats and Foreign Backers

I am trying to stay professional in language. This is not a serious proposal. It does not address a single issue of Iran's threats to the U.S., Israel, entire region - missiles, nuclear, navy, behaviors of proxy terror armies/against international...

By John Spencer
Airlines Split on Jet Fuel Shortage Outlook
SocialMar 31, 2026

Airlines Split on Jet Fuel Shortage Outlook

In Europe… - Air France-KLM CEO: "drawing up scenarios" on jet fuel shortage, airports in SE Asia considered at highest risk so far - easyJet CEO, last week: “I’m confident for a week or two that we’re all good. I’m...

By Alex Macheras
Valuation Is a Narrative, Not Just Numbers
SocialMar 31, 2026

Valuation Is a Narrative, Not Just Numbers

"Valuation is a story" Great thoughts on Allbirds from @ProfPaulNary who I encourage you to follow for his thoughtful insights on the M&A space.

By Peter Atwater
Regional Banks Face $1.5T Real‑estate Maturity Crunch
SocialMar 31, 2026

Regional Banks Face $1.5T Real‑estate Maturity Crunch

CRE office delinquency: 12.34%. All-time high. Multifamily maturities in 2026: $162.1 billion. A 56% jump from last year. Total maturity wall: $1.5 trillion. Who holds the most concentrated exposure? Regional banks. The ones without the size or diversification to absorb a wave of...

By Michael A. Gayed, CFA (Lead-Lag Report)
Record Office Delinquency Signals Imminent Real Estate Debt Crisis
SocialMar 31, 2026

Record Office Delinquency Signals Imminent Real Estate Debt Crisis

CRE office delinquency: 12.34%. All-time high. $162B in multifamily maturities in 2026 alone. Up 56% YoY. $1.5T maturity wall. Rising rates. Regional banks holding the bag. The next shoe isn't dropping. It's already laced up. --- https://t.co/GPSg1nlO6H

By Michael A. Gayed, CFA (Lead-Lag Report)
Hershey CEO Sees No Spending Drop Amid Gas Hikes
SocialMar 31, 2026

Hershey CEO Sees No Spending Drop Amid Gas Hikes

The Hershey CEO told us he’s seen no impact on consumer spending in recent weeks at convenience stores or other places as a result of higher gas prices. @SquawkStreet

By Sara Eisen
Injured in Uber or Lyft Crash? Call CEO Lawyer Now
SocialMar 31, 2026

Injured in Uber or Lyft Crash? Call CEO Lawyer Now

If you have been hurt in an uber or Lyft accident, contact the CEO Lawyer team asap !

By Ali Jamal Awad (CEO Lawyer)
Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia
SocialMar 31, 2026

Trust, Not Contracts, Makes TSMC Irreplaceable for Nvidia

No Contracts, No Problem: The Trust Behind NVIDIA and TSMC Huang highlighted two key reasons why TSMC is irreplaceable: Its ability to manage the conflicting and constantly shifting demands of hundreds of customers at a world-class level. Its creation of something...

By Paul Triolo
Burt Rutan’s TED Talk Sparked Boom’s Mission
SocialMar 31, 2026

Burt Rutan’s TED Talk Sparked Boom’s Mission

This 2004 TED talk by Burt Rutan was part of my inspiration for starting Boom. I remember showing this to friends in ~2010 and saying someone needed to do something about the problems Burt called out….

By Blake Scholl
Trump Alerts to Jet Fuel Shortage, Flags Heathrow High‑risk
SocialMar 31, 2026

Trump Alerts to Jet Fuel Shortage, Flags Heathrow High‑risk

President Trump, briefed on the jet fuel shortage, and airport hubs such as UK’s London Heathrow being categorised ‘high risk’, posted the following… https://t.co/buOwlOBtyP

By Alex Macheras