Interceptor Stockpiles Dictate Middle East Precision Strike Outcomes
Any strike campaign in the Middle East employing precision-guided munitions will be shaped by the United States’ and Israel’s interceptor stockpiles and magazine depth. As @AmosFox6 and I like to say, you may not be interested in attrition, but attrition is interested in you.
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran’s Leaders Questioned as Air Defenses Remain Unclear
Was Iran’s Ayatollah Khamenei, President, senior leaders targeted tonight? Where was Iran’s air defenses? Not recovered after the 12 day war?
Friday's Roundup: Sunway IPO, Plot, Profit Swings
Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...
Seeking Date for Kids Online Safety Bill Markup
Does anyone know what day the markup of the “kids online safety” bills is supposed to start next week?
Truck Deaths Outpace 9/11; We Must Identify Drivers
During September 11, 2700 Americans died. America implemented massive security procedures for aircraft, fought two wars, and spent trillions to ensure it would never happen again. We created massive surveillance and implemented identity tracking at airports to ensure we know...
Court Finds Facebook Likely Knew of 40M Profiles
wow. NdCal just denied Facebook's attempt to dismiss securities suit for Cambridge Analytica cover-up. Court says plaintiffs credibly alleged Zuckerberg and Sandberg knew it "possessed over 40mil user profiles" way earlier. 4th amended complaint added/redacted cited evidence. /1 https://t.co/Fm91ZEmOre
AI Is Critical Infrastructure; Anthropic's Permission Request Flawed
Ok, so now the truth comes out. The USA needs AI for critical systems to protect America. Anthropic wanted the US Gov to call them and ask nicely for permission in case of an emergency. As I keep saying. AI is...
Illinois Risk Pool Bleeds From Fraudulent Chameleon Carriers
The Illinois State risk pool is an insurer of last resort. Unfortunately, due to the massive amount of fraud coming from chameleon carriers and fleets with fabricated safety records, it is bleeding out. https://t.co/PttPnIgNtk
Automation Upgrades Talent, Freeing Minds for Impact
When teams hear “Automation,” they think job security , not efficiency. Reality: automation doesn’t replace talent. It upgrades it. It’s not here for creativity or strategy. It removes repetitive tasks that drain impact. The myth: Robots are taking jobs. The truth: Technology removes robotic...
Ellison Vows Unchanged DCU Creatives, Marketing Faces Shake‑up
Too early to tell, although #DavidEllison made a commitment to keep the creative heads of both WB and Paramount as they are, so if he keeps his promise, nothing changes to the #DCU or #DCStudios at least on the short...
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
Key Industry Court Case Hearing Scheduled for Next Week
The hearing for one of the most important court cases in the industry is coming up next week
Sony's Alleged Claim About FromSoftware Likely False, Jeopardizing Future Collaborations
It is not a lie. It's exactly what happened. Although, I get where Lance is coming from because Sony doesn't have to care about what From says -- but if it doesn't, would it ever get to work with From...
China Wafer Prices Drop Fourth Week Amid Inventory Pressure
China wafer prices fall for fourth week as discounting deepens under inventory pressure #energysky -- via pv magazine global: https://t.co/NhJenObCMv
Wind Power Shifts: Kansas Farm Closes, Massachusetts Opens
One Wind Farm Dies in Kansas, Another One Rises in Massachusetts #energysky -- via Heatmap News https://t.co/WnR6tKEciB https://t.co/PcOAIAaLT4
Rates Slip Even as Inflation Heat Rises
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
Expiring Incentives Spark Record Residential Solar Demand
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage #energysky -- via pv magazine usa: https://t.co/LtEDSE5vUi https://t.co/rwfIPw1ZbU
India’s Solar Boom Set to Outpace Coal by 2028
India is smashing it: 42.5GW of new solar in 2026 ALONE. Think about that scale - it’s more than the entire installed capacity of most developed nations At this exponential rate, solar capacity is on track to CRUSH coal in India...
Free 30-Day Access to SONAR Freight Data for Comparison
I agree, I am unhinged. That is why I am giving SONAR's freight data for free for the next 30 days. Now users can compare SONAR's market data vs. DAT's to see which dataset reflects market conditions better. In the...
Malaysia’s Economy Faces Geopolitical Shock and Record IPO
Major news to track on February 27, 2026: 1. The Friday Power-Play: Malaysia's Economy in the Crosshairs A critical convergence of geopolitics and capital is reshaping Malaysia’s financial landscape this morning. From high-stakes Cabinet decisions on US tariffs to the largest...
AI Firm Secures Safety‑First Deal with Department of War
Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible...
Sunoyster Launches Lightweight 440W Glass‑covered TOPCon Panel
Sunoyster offers lightweight 440 W glass-covered TOPCon PV panel #energysky -- via pv magazine global: https://t.co/CiwFm0MqhB
Clean Coal Term Originated in 1980s Reagan Program
They keep calling it “clean beautiful coal”, so show me the “clean” part. The phrase “clean coal” did not begin in 2016. It traces back to the 1980s, particularly the Reagan-era Clean Coal Technology Program launched in 1985, which promoted pollution-control...
Trump Admin Loses Courts, Stalls Billion‑dollar Refunds
The Trump administration collected billions in IEEPA tariff money from US companies. They LOST in 3 different courts, including SCOTUS. And now they're trying to stall refunds. I wish I could say I was surprised. 🙄
Hollywood's $81B Takeover Sealed in Six Months
Six Months, 9 Offers and $81 Billion. How Hollywood’s Nasty Takeover Was Won. W/@jtoonkel @laurenthomas @davidamichaels https://t.co/TFOmN7A5Zq
Video Success Mirrors Audio's Catalog‑First Strategy
We used to think audio was all about the catalog, but it turns out that might be just as true when it comes to video... h/t @michaelbeach https://t.co/RhM8t8AN6c
Advocating Autonomous AI Weapons Amid Unfair Warfare
Personal view: I admire @AnthropicAI sticking by their principles but disagree with the principle itself. Putin won’t fight fair so we should have autonomous AI weapons for sure.
New Lectures Add Mouse‑Controlled Camera to 3D Renderer
I have added a couple of new lectures to our '3D Software Renderer' module to implement camera movement using mouse motion & mouse wheel. Super simple stuff that honestly should've been there already. Still, now we can control the camera...
War Dept Flags Company Risk on X Before Notification
the Secretary of War announced a supply chain risk designation against an American company… on X… before telling the company https://t.co/u4gAaIwX2L
Northvolt Factory to Deliver BESS Cells and 1GW Data Centre
Northvolt’s resurrected factory in Sweden will supply BESS cells to new owner this year, add 1GW data centre development #energysky -- via Energy Storage News: https://t.co/OERGaGb3O9
Tylenol Not Linked to Autism Genes, Study Shows
There are a few known chemical exposures in early pregnancy that interact with autism genes. But not Tylenol. I’ve spoken to RFK Jr about them but he had no interest, and he can’t process scientific information. Here’s my article https://t.co/pxLaDLInlf
EU Targets Pre‑consumer Scrap in CBAM to Stop Evasion
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
Strategic Low Pricing Sparks 94 Offers in Sacramento
There is a property with 94 offers in Sacramento County. This is an insane amount, but this isn't about the market. It's about pricing strategically low. The list price was $199K, the very lowest sales are $300K, and similar-sized flips...
Renewables Outperform Fossil Fuels in Data Center Power
Why Renewables Beat Fossil Fuel for Data Centers #energysky -- via Heatmap News https://t.co/8FF88ts8gD https://t.co/A1CLnD3dI0
David Ellison Secures $2.8B Warner Bros. Deal Over Netflix
Power, politics and a $2.8-billion payout: How Paramount's David Ellison topped Netflix to win Warner Bros. Discovery. @latimes https://t.co/6HgvA4tXeH
AI-Powered Analysis of Anthropic vs Pentagon Dispute
Anthropic vs Pentagon. The report of what X is saying about it. New kind of analysis and curation thanks to AI. https://t.co/64izWKFVWC
NexWafe, Talon PV Seal 7 GW Wafer Supply Deal
NexWafe, Talon PV sign 7 GW solar wafer supply agreement #energysky -- via pv magazine global: https://t.co/kIINEziKWq
Netflix Forces Paramount Debt, Secures Streaming Dominance
"Netflix’s real triumph was driving up the price Paramount had to pay and saddling the newcomer with enough debt to hobble any challenge to Netflix’s streaming dominance." -- @HolmanJenkins https://t.co/4V3TUD31y8
Paramount Wins Antitrust Battle, Faces Junk‑Debt Merger Challenge
"In a world in which antitrust has become a political weapon, Paramount had the upper hand. Its reward means it will now have to combine two companies whose debt is junk-rated and find a media business model that works." https://t.co/Lx1hXs4Ijz...
US Air Refueling Boosts Israel's Fighter Effectiveness Against Iran
Israel’s Fighter Force Stands To Be Far More Effective With Full USAF Tanker Support In A War With Iran https://t.co/wX9ErK4zHX
Disappointed by Lack of Unique Views in Mission
Bummer. No unique views that we would have loved to see in this mission around stage sep. I thought they would cut away but had hoped we would see a little more.
Rocket Lab HASTE Suborbital Launch with Australian Scramjet
Suborbital LAUNCH of Rocket Lab HASTE with the Australian DART-AE Scramjet at about 0000:00 UTC Feb 28 from the Mid-Atlantic Regional Spaceport at Wallops Island, Virginia
Trump Warns Iran: Too Dangerous for Nuclear Weapons
Very dangerous people that can never be allowed to get a nuclear weapon or missiles to target the United States or our allies.
Record $7 B Reverse Break Fee Tops All Deals
We have a new record, folks. $PSKY's now friendly acquisition of $WBD comes with a $7 billion reverse break fee - the largest in history. https://t.co/GNoyWI0tl0
Gamers Demand Epic Sniper Highlight Shots
“I just want to see someone just out a sniper and hit some highlight shots” Hold my beer - @OkisFN
Communities Must Pair Electricity Affordability with Risk Management
Why Communities Can and Must Consider Electricity Affordability and Risk Together #energysky -- via RMI https://t.co/8VL2nwLz1j
FCC Approves Merger of Charter and Cox
"The Federal Communications Commission has given the go ahead for two of the US' biggest cable providers, Charter Communications and Cox Communications, to merge." via @engadget https://t.co/2GF4W9NFlt
Low Moon Illumination;
85.5% moon tonight. Far from ideal. Prime window opens back half of March. Just another indicator not a showstopper. https://t.co/7gx76w2wrn
Estonia Adds 1.1 GWh Heat Storage, 1 GW Battery Capacity
Estonia advances 1.1 GWh heat storage, 250 MWh BESS and 800 MWh battery park #energysky -- via pv magazine global: https://t.co/yBI1O2Efvb