U.S. Sends 100 Advisors to Train Nigeria Post‑Airstrike
Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria. Full Newsletter: https://t.co/uIZSP3p5af #nigeria #usmilitary #geopolitics https://t.co/j1BH1u6PXG
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
Cava Targets 1,000 Locations, Sparking DC Retail Opportunities
Cava is aiming for 1,000 restaurants by 2032. The DC-based chain just hit $1.2B in revenue and plans to pass 500 units this year. Same-store sales were flat last quarter, but expansion is driving growth. They’re preparing for 100 openings a...
China's 90% Model Threatens 20 Industries—Act Now
My new book China's 90% Model launches March 17 To mark the launch of my book, I am hosting an exclusive session for my LinkedIn community. Are You Aware? Do You Know? In one hour I will take you through: 🔹What China's...
Outbound Tender Rejections Surge to 14% Cycle High
Outbound tender rejection rates hit new cycle high at 14%. This rally is not slowing. https://t.co/LgTV2YoYEW
English Violation Rate Hits Record 103 Daily
The compliance momentum is increasing. English proficiency out of service violations are up to 103 per day, the highest in history. https://t.co/3Zplufl4lC
Last Tickets: Fireside Chat with RXO CEO on Freight Market
Still some tickets left to our first event of the year. We have a great speaker lineup and I am very excited to speak with RXO’s CEO in a fireside chart to discuss state of this crazy freight market.
Burning Out on AI, Missing Family, Game Release
I have this insatiable urge to work 100 hour weeks to deploy the latest AI @flexport, and struggling to find time to be with my family and then they have to go and drop the most perfect video game ever...
US Crude Stocks Surge 16M Barrels, Gulf Coast Leads
U.S. CRUDE OILinventories surged by 16 million barrels over the seven days ending on February 20, the largest one-week increase for three years. The increase was concentrated at refineries and tank farms along the Gulf Coast where stocks rose by...
Shippers Pull Freight From Load Boards, Favor Direct Carriers
We have spoken with large brokers and hearing a trend - some shippers are demanding that their freight is not posted on load boards for fear of theft or compliance shutdowns. This is an emerging policy. The winners in this are asset...
Nvidia's Obligations Surge, Raising Structural Risk
Short Thought: Nvidia Ratchets Up the Risk Michael BurryFeb 26 Welcome to one short thought. Just going through the Nvidia numbers. I would like to highlight for you one specific aspect of their financials that I find troubling. The 2026 Form 10K...
ExecuJet Haite Gains Multi‑Authority Certification for G700 Maintenance
ExecuJet Haite Aviation Services China Co., Ltd (ExecuJet Haite) has secured certifications from the Federal Aviation Administration (FAA), Qatar Civil Aviation Authority (QCAA) and Civil Aviation Authority of Vietnam (CAAV) to perform line and heavy maintenance on the Gulfstream G700. The...
Data Skills Trump AI Hype in Modern Strategies
The debate: which AI model to bet on. What I'm watching instead: Informatica surging. Java everywhere. GCP back on the shortlist. 73% of companies investing more in data skills. Not AI skills. Your AI strategy is only as strong as the data layer...
Flydubai Posts $531m Profit, Hits Record Passengers
flydubai posts US$531m profit after tax for FY2025, reinforcing the momentum behind its expanding network strategy. The Dubai-based carrier reported US$591m pre-tax profit on revenues of US$3.7b, up 6% year-on-year. A record 15.7 million passengers flew with the airline, with Business...
Cyberpunk's Duel Arena Poised to Earn $100M+
I see the collision of these worlds, and have long believed @cyberpunk is the man to marry them. Genuinely think the Duel Arena alone will generate $100M+ in revenue.
OpenRAN Debate Continues: Live Event and Podcast
I’m at @DigiCatapult near St Pancras for an event which (I think) is basically on the theme of “Whatever happened to OpenRAN, episode 3?” Then eading down to Blackfriars at lunchtime to record a podcast with @telecoms Scott & Iain https://t.co/DIMTtD7oO4
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
Deepfake Fraud Costs UK £9.4B, US Must Act
The UK’s £9.4B loss to deepfake-enabled fraud is not a headline, it’s a warning. AI-powered scams are scaling faster than legacy identity and compliance systems can adapt. If the US doesn’t harden digital onboarding, verification, and cross-sector fraud defenses now, the bill...
AI in Healthcare: Ethics, Trust, and Clinician Adaptation
A meaningful share: AuthorsReading posted an editorial review of The Doctor’s Future. They spotlight the book’s focus on the real-world questions behind AI/robotics in healthcare—privacy, accountability, ethics, patient trust, and how clinicians can adapt their roles with clarity (supported by the...
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Last Call: Submit Future of Money Designs by Next Week
Entries close next week - FOM 2026 The Future of Money Design Awards give creative thinkers the opportunity to present thought-provoking concepts on money and payments to financial experts and industry leaders. Full brief and submission details 👉 https://t.co/p26tR8lKQA https://t.co/YnTlAM64wt
China's Rare Earth Export Curbs Still Limit US Supply
Chinese rare earth export controls are still choking off lots of material to the US
Stripe Targets PayPal in $159B Mega‑Deal
Stripe may be gearing up for a mega-deal by eyeing PayPal at a $159B tender valuation. If it happens, it would reshape the payments landscape and reignite competition in digital finance. Big bets like this show how fast fintech’s strategic plays are...
Nedbank's Low P/E, High Yield Made It a No‑Brainer
Nedbank absolutely crushing it lately. It was at bargain levels at around the R200 level at a P/E ratio of around 5 and an even lower forward P/E. And people were selling. 😂 It also came with a dividend yield of...
Nvidia Gaming GPU Supply Remains Tight for Quarters
Nvidia's gaming graphics chip production will be tight for a couple of more quarters, CFO says. https://t.co/V7qkJlyb5l
GENIUS Act Opens 60-Day Comment Period on Stablecoin Rules
The GENIUS Act rules just dropped 60 days for comments Digging in to this today
Swarm AI Agents Build Websites From Scratch, Editable
This is probably the most insanely cool AI product I've tried in recent memory. A swarm of AI agents designing a website from scratch. And you can edit things manually at any time (see my manual edit at the end 😅)....
Ecuador to Extend Mirador Mine Contract, Enable Norte Expansion
Ecuador plans a Mirador copper mine contract extension in 1H 2026 to unlock Mirador Norte expansion. https://www.metalnomist.com/2026/02/mirador-copper-mine-contract-extension.html
Smart Pills: Diagnostics Now, Autonomous Therapy Still Years Away
IEEE has a very technical overview of ingestible electronics and tomorrow's smart pills that could one day deliver drugs and take biopsies. To "take actions based on its findings" is a bit too far-fetched for now. What can these technologies definitely...
Measuring ROI for Clinician-Facing AI Tools
I enjoyed working with an all-star team – the great @LisaRotenstein @UCSF and @DBatesSafety of @BrighamWomens – on this paper describing how to measure return on investment (ROI) for clinician-facing AI tools. @JAMAInternalMed https://t.co/uvhb1qI7mG
China Masks Taiwan Drill Drones as Belarus Cargo Plane
Interesting read: How China is masking drone flights in potential Taiwan rehearsal -including as a Belarusian cargo plane on aircraft tracking sites https://t.co/1kOmwyYslj
Real‑time Data Powers HCF’s Analytics Transformation
Recently I caught up with Amiet Dhagat, Head of Data Services Analytics and AI for HCF, to get the inside story around their stellar success in transition from static data to dynamic data, and why real-time data has been so...
CIOs Suffer Costs From Trendy “Vibe Coding” Practices
The “Vibe Coding” Hangover: Why CIOs Are Paying the Price for “Janitor in a Drum” Logic https://t.co/rj4X6vTgjx
Build Growth Engines, Not Chase Numbers
Growth isn’t a target. It’s a system. In FMCG, hope isn’t strategy. Many brands still chase growth with: • More distribution • More promos • More SKUs • Hope for volume That’s reaction, not design. Real growth is engineered: • Right reach • Clear portfolio roles • Strong channel margins • Data-driven...
EVAC Launches US-Made Rare Earth Magnets, Targets 2
eVAC ships its first US-made rare earth magnets and targets 2,000 t/yr capacity by Q1 2026. https://www.metalnomist.com/2026/02/us-made-rare-earth-magnets-shipped-as.html
Witkoff Warned 60% Enrichment Poses Proliferation Risk
This distorts what Witkoff said. He was abstractly explaining why 60% enriched uranium posed a proliferation risk.
AI Boom Fuels Data Demand for Small Innovators
SONAR is having the best quarter in years. One of my board members asked if I were concerned about the rise of AI and if it would be a drain our data business. I told her that we are seeing...
USNS Mercy Heads Toward Panama Canal, Not Greenland
Hospital Ship Update: Latest AIS data shows USNS Mercy making a steady south-southeast run across the central Gulf towards the Yucatán Channel — pointing to the Panama Canal, not Greenland. https://t.co/LOKjvzQxcI
Waratah Super Battery Transformer Arrives Q3 2026 in Australia
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
States Turn to Virtual Power Plants to Curb Rising Electric Bills
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
UFC White House Event Costs TKO $60M, No Profit
TKO Expects $60M Bill, No Profit From UFC Event at White House https://t.co/IhMeLJMbSC via @sportico @LuisaRBeltran
AI Predicts Solar Cell Efficiency Using Wafer Quality
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
ZaiNarTech Unveils Sub‑Nanosecond Wireless Sync for Physical AI
MyPOV: @ZaiNarTech emerges from stealth today. $100M+ invested, $1B+ valuation. The team solved sub-nanosecond time sync on existing wireless networks, enabling the spatial sensing layer for Physical AI. No new hardware required. Deployed and operating now. https://t.co/E3QE5XICdx
Trucking Fleets Peaked June 2023, Now on Decline
The number of trucking fleets increased over the past 20 years, without slowing down. That all changed in June 2023, when the number of fleets peaked and has dropped ever since. We expect that number to continue to shrink over...
Persona Confirms No Data Breach, Nothing to Leak
Been reading the @Persona_IDV incident write up as a bunch of people have asked “will the data be going into @haveibeenpwned?” Easy answer: no, because there’s no data: https://t.co/4oxtwYBxj2
Tigo Energy Launches Real-Time Solar Commissioning Software
Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026 #energysky -- via pv magazine usa: https://t.co/LrqsKf3hIU https://t.co/wAHLxCt6G7
Compliance Crackdown Reshapes US Carrier Market, Says RXO CEO
RXO CEO: the compliance crack down is the biggest structural change to the U.S. carrier market since industry deregulation https://t.co/72I5GCAt7d
Batteries Buffer Europe’s Energy Price Volatility
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
Key Questions About a Potential US Air War on Iran
The Massive Questions Surrounding A Major American Air War Against Iran With the U.S. at the precipice of war with Iran, we break down the glaring questions surround such an operation and the reasoning for it. Feature: https://t.co/rvgr7kX92g