NASA Justifies Sole-Source ULA Contract for Artemis Upper Stages
It's happening. "This justification provides the rationale for contracting by other than full and open competition to award a sole-source contract to United Launch Alliance (ULA) to procure replacement upper stages for use in the Space Launch System (SLS) for the Artemis IV and Artemis V missions." https://t.co/VAfrh5SGpv
Mortgage Spreads Curb Rates Amid Iran War Concerns
Mortgage spreads continue to keep mortgage rates in check as Iran war sp... https://t.co/iBMRx6aFsB via @YouTube
Trump’s Tech Energy Pledge: Genuine or PR Stunt?
Trump asks tech titans to sign an energy pledge, but is it just PR? #energysky -- via Canary Media: https://t.co/Dwehx3RcZ6
Mercedes Settles NLRB Case, Pledges No Mexico Move
Scoop: Mercedes has settled NLRB case over alleged union-busting in the lead-up to 2024 vote in Alabama. Mercedes will make promises including not threatening to move to Mexico. NLRB general counsel office approved settlement despite objections of the UAW https://t.co/UsuAcusVzW
Trump Claims Defense Firms Will Quadruple Weapon Production, Details Vague
Statement from Trump after meeting with RTX, Lockheed, Northrop, Boeing, L3Harris and Honeywell on munitions. Trump says: "They have agreed to quadruple Production of the 'Exquisite Class' Weaponry" but unclear what is new from previously announced agreements.
Panama's Port Seizures Curb China's Regional Maritime Influence
While the ports seized by Panama weren't a direct military threat, they're strategically significant. Removing China from the equation makes Chinese activity in the region more difficult, especially as the U.S. Navy steps away from its role as global protector...
Oil Ripping Signals Imminent End of Cycle
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal

Join GDC Panel on Independent Game Journalism Rise
If you're attending GDC next week, please consider attending this panel about The Rise of Independent Game Journalism, featuring some so-called experts on the topic (Monday, 3:10-4:10pm, West Hall - Room 3005) https://t.co/pccS4g9IdS https://t.co/Vzw5nh6Fpe
Reject Politicized Criticism; Focus on Official War Goals
Crappy analysis. I agree strategy and strategic goals should be debated in the public and by our elected officials. But I personally can't stand politicized, biased, and inaccurate criticism viewed by some as analysis about the U.S. war goals in...

CNN CEO Claims Best Weekend in Four Years.
CNN C.E.O. Mark Thompson emails staff: “On U.S. cable, we’ve had our best weekend in four years and have been #2 in all of cable (news and non-news) since the conflict started.” Here’s his note: https://t.co/FNhiGsX819
Cross‑subsidize Market Housing, Not Futile No‑tower Campaign
The problem with the NYCHA no-new-towers campaign is it's a bridge to nowhere. No white knight is coming in to bankroll $80 billion in repairs. There's an actual plan to fund better public housing by cross-subsidizing with market-rate housing. The alternative...
Thousands of Marathon Reviews Already Publicly Available
There are already 1000s of early reviews on Steam, multiple reviews-in-progress published at large websites, and tons of reactions across X, Reddit, and YouTube. The idea that somehow anyone has been prevented from finding out what people think about Marathon...

Accusatory Article Ignores Second Iranian Warship Presence
What we do know now is that your accusatory article is fundamentally flawed - there was another Iranian warship in the area. And yet you seem to stand by it, unedited. https://t.co/w6a9Zhpl6X
Major Peptide Supplier Closes, Gray Market Faces Crackdown
Assuming this is real it may have something to do with their “must pay by Venmo to the following name” (at least that’s how it used to be). FDA is easing up on some aspects of peptides but gray market...
Governments Should See Gaming as Art, Not Addiction
As governments around the world are trying to understand games, it's important to consider that gaming belongs on the side of fun and art, not addiction. https://t.co/np9Y5SRrJG
U.S. Airlines Skip Fuel Hedging, Margins Threatened by Iran Conflict
US airlines no longer hedge fuel costs. That could hurt margins if Iran conflict lingers - https://t.co/LvmzI2bxEL
Israel Strikes Deep Tehran IRGC Command Tunnel
More than 50 Israeli aircraft dropped bunker busting and penetrating precision bombs (a lot of them) on a deep buried military tunnel complex in Tehran used by the IRGC Supreme Command (whoever that is right now). No BDA yet. @jconricus
Russia Provides Iran with US Asset Locations for Strikes
Russia has shared targeting intelligence with Iran, including locations of American military assets in the Middle East, as Tehran unleashes a barrage of drone and missile strikes against the US and its allies. https://t.co/Gga81FiCQh
Oil Jumps 35%—Largest Weekly Gain Since 1983
Oil surges 35% this week for biggest gain in futures trading history dating back to 1983: CNBC $XLE $USO
Private Jets Become Gulf Escape Route Amid Iran Tensions
Private jets emerge as alternative way out of the Gulf as Iran conflict intensifies https://t.co/cwxGuY1dAP
Back‑end Oil Futures Boost Equities Despite Physical Short Squeeze
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
Ballistic Missiles Exit Space, Making Interception Nearly Impossible
“Their ability to exit and re-enter the Earth's atmosphere makes them incredibly difficult to intercept.” 👏All missiles fired on ballistic trajectories travel through space, including the Iranian ones.👏
Spotify Launches Premium AI Tier, Becoming 2026 AI Winner
⚡️ Premium-Priced AI Tier Coming to @Spotify ⚡️ $SPOT Spotify will transform from AI loser to AI winner over the course of 2026 https://t.co/DgqxhetIEf

PEP Slows Aging by Blocking Inflammation Pathway
PEP protects against age-related inflammation, puts the brake on the aging process in mice, high levels in humans correlate with low inflammation So what is PEP, you ask? phosphoenolpyruvate, from glucose metabolism, a, master regulator, blocks cGAS-STING https://t.co/glMvaHSjOq https://t.co/MSVMBJbHm4
Clean Energy Funding Still Trails Military Budgets
On The Climate Brink, @hausfath.bsky.social writes about the trends of spending on clean energy vs. national defense: When will clean energy spending exceed military spending? https://www.theclimatebrink.com/p/when-will-clean-energy-spending-exceed

Gas Prices Rise 27 Cents, War Hits Wallet
Since last week, average US gasoline prices are up 27 cents to $3.25 per gallon. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/2wqMMXwNZP
China Funds 168 Ports, Reshaping Global Trade
China providing money to 168 ports in 90 countries. Add the very large Chinese Cosco shipping firm. China and control of global trade and international logistics. The silent trade war.

AI and Data Personalize Hospitality, Boosting Loyalty and Profits
Data, AI, and loyalty are converging to create truly individualized restaurant and hospitality guest experiences that drive measurable business impact. https://t.co/Z6AVdpOTbF https://t.co/6wO8l57slU
Trump Admin Launches $20B Tanker Reinsurance Amid Iran War
Trump admin announces $20 billion reinsurance program for oil tankers during Iran war: CNBC $XLE $USO
Beyond Robots: AI Needs Infrastructure, Supply Chains Evolve
Robots were the unofficial mascot of MWC this year. Meanwhile, the real conversations happening in the halls were about something much bigger: the pressure points shaping the next phase of the industry. AI that needs real infrastructure. Supply chains that are...
Taxpayers Face
US admin denies refunds on Trump’s illegal tariffs. While interest on refunds grows at $23mil/day. Add legal cost to fight against refunds. Cost to taxpayers could become significant. Importers fighting for their legally entitled refunds.
Strategic Launches & Seamless Project Management Drive Client Success
Things we’ve been up to (and feel proud of): — Helping @cbmeditates bring his new offering Tantric Rebirth into the world. — Strategizing and setting up all the things for @thehotgirlcfo and her new baddie offer FinSalon. — Managing multiple...

UK Machine Shop Slashes Cycle Times 21% in One Week
In this podcast episode, we covered how one UK machine shop used optimization tech to cut cycle times by 21% in just one week, and won back a contract from overseas, increasing profits and quality. Stream now: 🔗 https://t.co/qcr2ent2we 📽️ https://t.co/80kIXr8Tg3 https://t.co/yODH1EBpTL
Minnesota's Fuel Dollars Exit State, No Local Wells
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
AI CFO and Back‑Office Revolutionize Business Banking
Interesting idea. If done right, this could change how banking works for business owners. An AI CFO that helps manage finances and an AI-native back office that speeds up things like underwriting could make the whole experience much faster and simpler.
Zelensky Visits Front Lines Amid Druzhkivka FPV Attacks
Druzhkivka is regularly targeted by FPVs. It is commendable that President Zelenskyy continues to visit units near the front line.

AI Apps Surge, Drama Shorts Eclipse Netflix Spending
Last month @AppMagicRocks released its annual mobile market report. Three things stood out. AI apps like ChatGPT tripled their market to $3 billion. Mobile gaming barely grew at all, which explains why Netflix is getting out. And "Drama Slop" apps...
Ukraine Talks US, Gulf States on Acoustic Drone Defense
‚Ukraine is in talks with the US and several Gulf states about replicating Kyiv’s acoustic detection network to counter Iranian attack drones, according to people familiar with the matter.‘ https://t.co/ddTJ6sojt5

China Halts Fuel Exports as Oil Shock Spikes Prices
Bracing for an oil shock, China ordered refiners to halt new diesel and gasoline export contracts and cancel existing shipments. From a week ago, their diesel prices are up 13.5%, gasoline up 11%. THE US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE =...
Okta Positions Identity as Agentic Entry Point
Q4 FY 2026 Earnings for @Okta Highlight Agentic Identity Positioning https://t.co/oqESh3att1 My take on how a top enterprise identify firm will try to flip the category into a major agentic entry point.

LevelTen Index Misreads Solar Prices, Not Actual Costs
Okay. I've been seeing this make the rounds. It is just a large misunderstanding of the second graph, to the extent that it's drawing the wrong conclusions. The price of electricity from solar and wind in the US *has* flatlined...
Inside USS Charlotte’s Torpedo Attack Battlestations Procedures
For an idea of what things looked like onboard USS Charlotte during its attack on IRIS Dena, this Navy video shows some of the procedures to man battlestations and conduct a torpedo attack. This is for a submerged target but...

Earn 3.61% APY, No Fees, Support Small Biz
We pay 3.61 APY @bankonroger savings without needing a disclosure about losses….no gimmicks or fees & with FDIC insurance up to $250k per depositor. Plus, your money ignited growth for #smallbiz. https://t.co/8oSpSyhQyM

SPAC CEO Misappropriates Funds, Refuses Repayment, Faces Prison
A SPAC CEO was caught with her hand in the cookie jar, taking money from the working capital account that she was not authorized to. When the board requested she repay the funds, she refused. While the stolen funds are a fraction...
Rising $100 Oil Prices May Dampen Middle East Conflict
With Oil prices nearing $100 already , risks of a potential de-escalation keep on rising. I may be wrong , maybe oil prices will remain elevated for months , who knows , I am just saying what has the higher probability...
Policy Choices Cost US Rare Earths Dominance
The backstory on exactly how the US ceded its rare earths/critical minerals dominance is here --> https://t.co/m6IQmzrJHT
China's Anger Grows as Oil Spikes, Summit Uncertain
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
Google Covers Epic Games' Legal Fees in Settlement
Did you know Google is paying Epic Games' legal fees in this antitrust settlement? https://t.co/Qwy0yMFPj1

CEO's Personal Post Reveals Adorkable Brand, Bypasses Official Grid
The one thing people are missing about the McDonald's CEO discourse is he posted this on his own page It never made it to the McD's grid And if you look back at Chris K's Reels, his personal brand is being adork-able https://www.instagram.com/chrisk_mcd/

Gas Demand Plummets 59% as Solar, Batteries Surge
How low can gas go? Down 59% in 2026 vs 2023 so far. 14th straight and 41 of 64 days in 2026 with WWS meeting >100% of demand for part of the day. Demand also down 3% vs '23 Solar up 62%; batteries...