Ukraine Dispatches Drone Warfare Experts to Middle East and Gulf States
Ukraine will send experts in drone warfare to help the Middle East and Gulf states
Solar Returns to Weekly Pivot, Potential Radiant Move
Solar back at the weekly pivot. If it holds, this setup could radiate. $TAN https://t.co/9PZcJohfMc
Senate Bill Calls for Human Mars Mission Study
The NASA authorization act approved by the Senate Commerce Committee today includes a study of a human Mars mission—sort of. https://t.co/EAOJaNPxtN
Delays in Tariff Refunds Cost Taxpayers $700 Million Monthly
"Tariff refund delays could cost U.S. taxpayers $700 million a month in interest, report finds" https://t.co/MHgXnrl4vk
U.S. Nuclear Sub Can Strike Iran Unchecked, Lacking Detection
"...Shugart said he was not surprised that the U.S. nuclear submarine could strike with such impunity when ordered to do so, especially because the Iranian vessel likely did not have the technology needed to detect and destroy submarines..." https://t.co/vjrKh0Quht
Democracy Suffers when Press Access to Pentagon Is Blocked
We all lose - democracy loses - when a free and plural press is restricted access to the Pentagon. Especially in times like this. 1/2 https://t.co/XG4fdBK6AH
US Submarine Can Easily Sink Iranian Frigate, China Knows
Been hearing some "message to China" takes here and well...I'm sure the Chinese already knew that a U.S. SSN would have little trouble taking down lone Iranian frigate if ordered to do so—one with near-zero ASW capability. https://t.co/3NdN0Ojzho
Defense Industry Anticipates $50B Munitions Boost Post‑Iran Strikes
Scoop from BGOV on budget: Defense Industry Expects $50 Billion Package to Boost Munitions Summary by Bloomberg AI US defense industry officials are expecting the Pentagon to request supplemental funding to shore up expensive munitions stockpiles following US strikes on Iran. .
Solar Electricity Cost, Not Panel Price, Drives Value
This. It is the cost of solar electrons that matter, not the cost of solar panels. And those two costs do not always move in the same direction. Innovation needed (and coming) on form factor, system design and automation.
Tanker Stocks Matter, Broader Economy Stays Unaffected
Yes. If you own tanker stocks it is. Not so much for the rest of the economy.
Tencent Buys 15% of Arrowhead Amid Meme Backlash
Tencent took a 15 percent stake in Arrowhead Game Studios. Some players starting lashing out at a recent Chinese New Year cosmetics bundle with a certain meme that was quickly banned on the Discord.
President Calls Out Big Tech's PR Crisis
In case you're not watching today's press conference on the "ratepayer protection pledge," the President said this is why they've convened today:
U.S. Submarines Haven’t
The Last Time A U.S. Navy Submarine Sunk An Enemy Ship In Combat While it's been almost a century since the last kill by an American submarine, other navies have done so more recently. https://t.co/k0NxA9Shy1
Coal: Unexpected Hedge for AI Boom and Economic Rebound
I know it's only March but if you know anyone in your family is going to be on the naughty list you may want to consider hedging your future coal purchases with a long $COAL position. You're competing against the...
Epstein Files Dominate TikTok, I Covered for Vanity Fair
I wrote about how the Epstein Files have taken over TikTok for Vanity Fair https://t.co/Qw347vWdTT
NFL's Free Over‑Air Access Sparks Broadcast TV Backlash
Why is the @NFL, the Most Broadcast Friendly League, Under Attack by Broadcast TV Advocates? "the overwhelming majority of NFL games ARE ON broadcast and, more importantly, EVERY single NFL game is available over-the-air in each team’s local market [for free]" $CMCSA...
Judge Sets Deadline for Customs Tariff Refund Plan
🚨IEEPA REFUND UPDATE🚨 "Senior Judge Richard Eaton gave government counsel until Friday to prepare initial ideas on how customs could refund the tariffs to importers, without them having to file a lawsuit." More, please.
Rent Cuts Trigger Nationwide Landlord Sell‑offs
Investors are selling properties after months of cutting rent. And it's happening all over the U.S. The owner here is a Wall Streeet Landlord. They purchased for 195k in 2012 and have rented it out ever since. And rent has gone...
Israeli F‑16Is Overfly Deir Ez‑Zor en Route to Iran
Looks like these F-16Is flew up and over Deir ez Zur, Syria, on the way to Iran
Arbitrators Issue Stark Rebuke to CAA Leadership
A pretty stunning rebuke of the CAA leadership by the arbitrators overseeing its fight with defectors who started Range Media. Details via @eriqgardner ⬇️⬇️ https://t.co/BXxjGwkXt1
Key Takeaways on Iran Air War From Breaking Defense
Had a great time with the @BreakingDefense team talking about the air war against Iran. A few conversations worth your time. 🧵
FCC Proposes Onshoring and Language Rules for Call Centers
Americans get frustrated when they call a U.S. business and end up speaking with someone at a call center located in a foreign country. Language & communications barriers only make it harder for callers to get the results they want. So the...
CEO Claims Espionage Amid New Layoffs at Rocket Boy
Sad to see the layoffs happen again, but there's more to this story. Build A Rocket Boy's CEO alleges criminal actions and espionage against the company are being litigated. https://t.co/oF7JqdMa2c
Know Your KPI Levers, Not Just Acquisition Numbers
If you can’t explain how to deliberately move a KPI, you don’t understand your growth. High acquisition doesn’t mean high value. The real question: Are you attracting customers you actually want? Curiosity about your data > more dashboards. #KPI #CLV #BusinessStrategy #MarketingStrategy #Leadership
Trump Poised to Acquire Media Stakes via Netflix Debt
Did not have President Trump buying Netflix debt on my bingo card. How long until he is taking direct stakes in the media business? Remember Jared's Affinity Partners "pulled out" of part the Paramount investor group in December. $PSKY $WBD...
Mocking the Notion IDF Will Reveal Pilot Identities
Right, because the IDF is about to start publicly releasing the identities of its combat pilots at just this precise moment in time…
Mayor Mamdani's Optimism Cracks over Tax and Housing Plan
Engquist: Ding ding ding. Cracks appear in the resolutely optimistic #MayorMamdani's armor as qs rise over prop #taxes+#Sunnyside #affordablehousing. #realestate #CRE #multifamily #NYC #Queens https://t.co/SKMyuFhL5X
CBP Admits Delay, Conditional Refunds on Illegal Tariffs
Here's CBP in a new filing admitting: 1) They're not voluntarily refunding IEEPA tariffs illegally collected last year 2) They're in no rush 3) They'll pay interest on "validated" refunds but will review everything for "violations" (that might allow them to deny refunds?)...
D2D Signals Can't Penetrate Buildings, Starlink Confirms
Good piece on the physics of D2D, with everyone emphasizing it won't penetrate buildings like terrestrial does (which Starlink admits too, with only AST #cluelesscult members still in denial) https://t.co/TsFCNnsuGp
Air War Accelerates: Direct Strikes Target Eastern Front
This is going to be the conversion to direct strikes I have been talking about. Major acceleration of the air war. Lots untouched in the east, likely AD too.
Netflix Surges 30%+, Outpaces Colgate, P&G;
Update: After a 30+% rally in Netflix, it now trades at a premium to Colgate and P&G. Investors really didn't like the Warner Bros. Discovery acquisition and the stock has rallied every single day since they exited the bidding war...
New SONAR Dashboard Tracks Surging Diesel and Oil Prices
In light of the surge in diesel and oil prices overnight, we have added a new fuel dashboard in SONAR. https://t.co/cAWkSzmzsr
Purchase Applications Rise YoY, Five Weeks Double‑Digit Growth
Yes, it's true that even with the snow this year which is melting away, purchase application data is up year over year every week this year, with 5 weeks showing double-digit growth. @housingwire @sarahteresa6 #realestate #housing #mortgagerates #chartdaddy
Confusing Thumbnails? Get Free Hack Pack Now
This week’s thumbnails demand an explanation 🤔 Like… calling that tiny cube in the middle of nowhere a “hotel”? Get our free YT Thumbnails Hack Pack with 100 more top thumbnails: https://t.co/H5zQZBPsBe https://t.co/tj1CYZoUA6
Strikes Curb Iran's Missile Threat, Depleting Interceptor Reserves
Strikes Hobble Iranian Missile Threat As Concerns Over Interceptor Stockpile Mount There is a war of attrition ongoing between Iran's stockpiles of standoff weapons and the U.S. and its allies' supplies of interceptors. The latest, updating live: https://t.co/qjIQG0zn3Z
Senate NASA Bill Boosts Funding for Chandra X‑ray Telescope
Encouraged to see the provisions in the Senate's NASA authorization bill (reported out of ctee today) supporting @chandraxray : #SaveChandra https://t.co/vEpAy3Mn9H
Investors' Small‑Bay Industrial Vision vs Harsh Reality
How institutional investors think small bay industrial looks like vs what is does look like https://t.co/eLj2NHCCOQ
Trump Sends Interior Secretary to Venezuela for Oil Revival
President Trump deployed Interior Secretary Doug Burgum to Venezuela as part of his bid to revive oil & mineral production there. In between conversations with oil and mining executives, Burgum is now meeting w/ interim President Delcy Rodriguez. https://t.co/beZPI3VM4I https://t.co/vc6M08u0pz
Smart AI Metrics Need Guardrails to Prevent Gaming
Smart metrics don’t just measure performance, they shape behavior. If we’re deploying #AI across the enterprise, we need guardrails against metric gaming from day one. Governance isn’t a brake on innovation, it’s what makes transformation durable. Especially as agentic systems enter ops. https://t.co/r792RxQbTa...
US Must Pay Interest on All Tariff Refunds
"US to Pay Interest If Ordered to Pay Importers Tariff Refunds" https://t.co/An3drmGJ4F It is the law, after all. Question is: how many refunds actually get issued after a lengthy court/administrative battle. The answer should be: all, now. But... https://t.co/xGmrydPr1P
Cell‑free DNA Test Predicts Liver Disease and Mortality
We've used a blood test—cell free DNA—for detecting cancer or prenatal fetal abnormalities. It turns out it can be used to detect liver diseases and all-cause mortality from other conditions @ScienceTM https://t.co/IJxPMq7hGU
Lawmakers Threaten Free Speech, TikTok Silences Critics
Appalling. I want people to understand how much worse it will get if these lawmakers are able to ram through bills like KOSA or chip away at Section 230.
Don't Underestimate Ally's Drone Strike Capabilities
Suddenly, its turns out that it is not smart to arrogantly shit on an ally that has learned how to down 200 Shaheds every single night and then wipe out and oil refinery or a military airfield with a handful...
War Won’t Sustain Defense Stock Multiples, Says Analyst
Lockheed Martin up 6% Monday. Down 1.3% today. The defense trade isn't fading because the war is ending. It's fading because the market is starting to realize war doesn't fix earnings multiples. https://t.co/xXNtusNgkE
City’s First Use of Eminent Domain Revealed
Where this hole exists is the first time I have seen the city use eminent domain to obtain a property https://t.co/Zfy8HrAEcZ
AI Turns Data Tokens Into Motion, Redefining Edge Networks
At #MWC26, I joined @Nokia’s Media & Analyst Event to discuss how AI is reshaping network architecture. When informational tokens become kinetic tokens — turning models into motion and control — the network becomes critical infrastructure for real-time intelligence at...
Former NJ Attorney General Launches Firm, Keeps Public Focus
The Very Model Of A Modern Attorney General: Matt Platkin Former New Jersey AG @MattPlatkin has returned to private practice, with the launch of @PlatkinLLP—but he remains committed to advancing important public interests. LINK: https://t.co/pkREXJKXpw https://t.co/g9riNwrr1K
GOP Rule Change Leaves Texas Voters Lost at Polls
Texans in two counties struggled to find their polling locations for primary voting Tuesday after a GOP-driven change. The secretary of state’s office failed to provide accurate information. https://www.democracydocket.com/news-alerts/in-ominous-sign-texas-republicans-changed-voting-rules-then-blocked-efforts-to-protect-voters/
Josh Elliott Poised to Join CBS Mornings Lineup
Status Scoop: Former “GMA” host Josh Elliott has eyed as a possible new host on “CBS Mornings.” I’m told in the coming weeks, several special guests will be rotating on the show, and Josh will likely be one of those...
War Sparks Force Majeure Across Energy, Shipping, Sourcing Contracts
Middle East. Force Majeure. Will that be the result of the war? Energy contracts? Shipping contracts? Sourcing contracts? More.