Agentic CPUs Forecast Hits $100B by 2030, Consensus Forms
Morgan Stanley's report on agentic CPUs has a TAM expansion forecast in line with mine from a month ago. I thought I was crazy for saying it will reach ~$100B in 2030, and now that is becoming consensus. https://t.co/jjdrB3k1Bt
Iran‑U.S. Standoff Persists Amid Weekend Political Theater
So it is now being suggested that the breakdown over the weekend was political theater. Iran still considers US blockade a redline and unwilling to give up its missile program. The US will not budge on enrichment and Iran control of...
SignalShot: AI-Driven Proof of Signal’s Full Security
Today is the launch of SignalShot: An AI-powered moonshot launched to prove that Signal Messenger is bug-free and secure – and turbocharge the AI-powered quest to secure all critical software.The spectacular power of new AI tools such as Mythos to find...
Netflix Posts Record Q1 Revenue and Soaring Profit
Netflix revenues hit a record $12.3 billion in Q1, up 16% YoY. Net income hit a record $5.3 billion, up 83% YoY. Operating margins moved up to 32.3% from 31.7% a year ago. $NFLX https://t.co/L4wWI2gmjO
Beware: Recruitment Agencies Targeted by Bill‑of‑Exchange Tax Scam
Just heard about an insane "tax avoidance" scheme being pitched to recruitment agencies, involving paying HMRC with a "bill of exchange". I'd think it was a joke if it hadn't come from an unimpeachable source. If you come across this, do get...
Zaslav's Warner Bros Deal Boosts Him, Hurts Hollywood
David Zaslav spoke to me for a @nytopinion piece about how things turned out with buying Warner Bros - with Hollywood for the worse, him for the better. https://t.co/WAh0svnSZ0
No Evidence Juries Improve Outcomes Beyond Vague Enforcement Claims
What's missing from this: any argument that juries reach better outcomes by any metrics besides some vague comments that more enforcement is better https://t.co/Pqvp2WnMGx
Google Unveils Safety Reports for Maps, Ads, Plus ChatGPT Ads
It's New 4/20 - Google Maps & Google Ads safety reports, ChatGPT ads and... https://t.co/PYuiao4kFU with @gregfinn @TheMarketingAnu @MordyOberstein
9.5%
New preferred stock alert: Cantor Fitzgerald Income Trust is issuing CFTRPRA shares with a fixed 9.5% dividend. High yield, but it's illiquid & carries BDC risk. Not for everyone. Investing
Jet‑Powered JDAM Gives Super Hornets Low‑Cost Standoff Strike
Jet-Powered JDAM Tested From Navy Super Hornet F/A-18s have trialed the JDAM-LR, a powered evolution of the JDAM that offers a relatively cheap cruise missile-like standoff strike capability. https://t.co/3pcbzwhYDf
Teen Stress Can Permanently Rewire Brain, Boosting Mental Illness Risk
Teen stress may permanently rewire the brain, raising mental illness risk "The findings help explain why mental health conditions like depression and schizophrenia often trace back to stressful experiences during youth..." https://t.co/wVALCMTE11 @EarthDotCom https://t.co/LToEke4GVL
Real Estate Often Outvalues the Underlying Small Business
The value of the land > the business itself I spoke with a family office that owns a portfolio of small businesses. One interesting point the son of the owner made was that, in several cases, the underlying real estate is...
Sea Air Space Draws Record Crowd, Navy's Top Conference
Packed house at Sea Air Space, the biggest US Navy conference of the year. https://t.co/ioBHNnjVLa
Breakfast with a View and Virgin Voyages Room Service
breakfast with a view 🥹 also the fact they have room service on @virginvoyages >>>>
FBI Director Sues Atlantic for $250 Million Defamation Claim
FBI Director Kash Patel has sued The Atlantic and staff writer Sarah Fitzpatrick alleging defamation and seeking $250 million in damages. https://t.co/5Z9SVDbUu7 https://t.co/sYgZXFowIB
Trump’s Tariffs and Iran War Cripple Non‑China Manufacturers
Trump's foreign policy (tariffs and Iran war) could not have landed at a worse time for industries outside China. Those factories were already facing cheap Chinese goods (because of weak yuan and domestic subsidies), then Trump raised tariffs and energy prices....
ETF IQ Show Features First PRIV Interview and DRAM Mania
Big ETF IQ show coming up: Michael Baron of $RONB etc on stocks, SpaceX, Andrew Gosden of Apollo on $PRIV (first ever intv for them) and Jake Sullivan of BI on $DRAM and Memory Stock mania w/ @kgreifeld @scarletfu. Starts...
AI and 6G Converge to Shape Wireless Future
Patrick Halley, the president and CEO of the Wireless Infrastructure Association, discusses the top trends in the industry and how AI and 6G are poised to come together. @WIAorg #6G #AI @Light_Reading https://t.co/3Lg9h47LT0
RECARO Unveils AI Voice-Controlled Lie‑Flat Seat
RECARO Aircraft Seating is so confident in its new 'AI-powered seat control by voice' feature for lie-flats that it allowed journalists to test it at Aircraft Interiors Expo in Hamburg. VIDEO: RECARO reveals AI-powered seat control for R7 premium seat https://t.co/UZtj6Oe8vG https://t.co/AnG87SxjUu
ASTS Payload Misplacement: Wrong Orbit Demands De‑orbit Plan
Success? They put their $ASTS payload into the wrong orbit. How will that be de-orbited?
Hormuz Strait Unreliable, Threatening 20% Global LNG Supply
IEA'S BIROL: HORMUZ STRAIT LOST ITS STATUS AS RELIABLE About 20% of global LNG supply is locked behind the strait
US‑China Stockpiling Fuels Copper Price Surge
The entire copper industry has just returned from last week’s leading copper conference in Chile (CESCO), with participants, including the world’s largest copper traders, even more bullish that all-time-high copper prices could be tested over the coming weeks. It’s become...
PSIL Surges as Trump Fast‑tracks Psychedelic Research
Far Out Man: The Psychedelics ETF $PSIL has destroyed its daily volume record in first 30min of trading.. Trump just signed ex order expediting research/access to psyche drugs to cure depression. The sector has been in dog house, waiting for...
EdgeBeam Partners with Soracom for Hybrid ATSC 3.0
EdgeBeam said it will tap into Soracom's 4G/5G platform to provide the terrestrial cellular end of a national hybrid network that will lean heavily on ATSC 3.0-based datacasting. @Light_Reading https://t.co/DNbYUGOawv
Microsoft Unveils Vibrant Forza Horizon 6 Accessories
Microsoft went very colorful for the Forza Horizon 6 accessories. There's a controller, headset, and charging dock https://news.xbox.com/en-us/2026/04/20/forza-horizon-6-limited-edition-xbox-controller-and-headset/
Gov Race Highlights Hollywood Job Crisis, Proposes Incentive Boost
Hollywood Jobs Crisis Becomes Focus of Governor’s Race as Candidates Offer Incentive Hike https://t.co/aSMdDa4W3C via @variety
Peach Aviation Shows Airlines Can Eliminate Fuel Surcharges
Airlines are now emailing passengers to alert them that they won't be charging fuel surcharge fees. But, if Peach Aviation, a low cost Asian carrier, can figure out how not to charge customers for fuel surcharges, surely other airlines can...
NFL Draft TV Schedule
TV Talk: Where/when to watch #NFLDraft coverage on TV this week on national/local platforms + @cbs fall schedule changes, via @TribLIVE - https://t.co/0shRT3xEao https://t.co/d9Cq9GCnp6
Datacenter Boom Stalls: One‑third Built, Capex Cuts Thrill Hyperscalers
with moratoriums on datacenters + politicians using "affordability" (rising electricity costs) to get votes of ~240 GW of planned datacenter construction only ~1/3 getting built gap b/w announcement + construction widening+ hyperscalers are privately THRILLED to CUT CAPEX
UK’s Largest 50/50 Leisure Centre Meets Passivhaus Standards
"The brief for Eclipse Leisure Centre was to create the UK’s largest 50/50 wet and dry leisure centre designed to Passivhaus Standards, while meeting strict budget constraints and sustainability targets." #passivhaus #passivehouse #masstimber https://t.co/BXQXK8TLtA https://t.co/PMYk2hEWqf
Seamless Online‑Offline Experience Is Now Expected
Customers expect continuity. Start online, finish offline, or vice versa. Seamless engagement is now the baseline. 📖 Learn how branches evolve in Branch Tomorrow: https://t.co/7yibAIVrHK https://t.co/X9AbSlAL8L
Google Cloud Pushes Agentic Cloud to Outpace AWS, Microsoft
.@GoogleCloud Next opens Wednesday in Las Vegas with an opening keynote titled “The agentic cloud.” Google Cloud exited Q4 2025 with the fastest growth of the Big Three. Now Thomas Kurian needs to prove Google can turn TPU and model...
Ideal Steam Deck Game Earns Wishlist Spot
OK yeah, adding this one to the wishlist. Looks like a perfect Steam Deck game
Faulty Leak Test Grounds the Plane
Not how to test for leaks in gear or nose steering. This plane ended up grounded. https://t.co/0yr9NKzjvY
Layered Defence Uses Cheap Assets to Soak Attacks
“Layered defence is essential,” said Eugene Lesin, a deputy company commander in the “Darknode” UAV interceptor unit. “Lower-cost systems — machine guns, anti-aircraft artillery, interceptor drones and electronic warfare — absorb the bulk of the attack. High-end systems such as...
Populist Pro‑Tariff Rhetoric Fails Against Manufacturing Economics
"These [pro-tariff] arguments carry populist appeal, but they falter when confronted with the economics of manufacturing and the realities of global supply chains."
Molecular Glue Daraxonrasib Shows Promise Against Pancreatic Cancer
Good summary of the marked benefit of the molecular glue drug (daraxonrasib) vs pancreatic cancer, from Revolution Medicines, and other progress (adds to the neoantigen vaccine with 6-year survival) gift link https://t.co/qk7Ar9dCAQ https://t.co/SMiA51fiwX
Four Major Deals Showcase Hefty Premiums Across Sectors
Today's M&A notes $BLD to be acquired by $QXO for $227.25 cash per share + 11.11x shares, 23.1% premium, $17.0 billion $SILA to be acquired by $OWL for $30.38 cash per share, 19.0% premium, $2.4 billion $RUP.to to be acquired by $AEM for...
Bank Keeps AI Lending Tight, Exposure Under 1%
One bank’s approach to lending in the tech space. From Fifth Third Bank conference call Friday: “On software and data center lending, we have maintained that same disciplined posture. We believe in the long demand for AI infrastructure, but we have...
TSA Pushes Bill to Privatize Small Airports
Last week, @TSA told Congress it is working on a legislative proposal to require privatization of smaller airports https://t.co/3oJL1Jur2V
New Senator Armstrong Aims to Accelerate Permitting Reform
NEW: Can the newest senator play permitting reform "closer"? I spoke w/ @SenArmstrong for @politico Energy podcast on why he thinks he can help Congress reach a long-sought deal. “I can bring all my energy & passion to this one...
Microplastics Ubiquitous in Brains, Concentrate Near Tumors
Microplastics and nanoplastics were found in 100% of healthy brains, 99.4% of diseased brains, with much higher concentrations adjacent to brain tumors https://t.co/8BDxeOtXJr https://t.co/rB0at3ADl2
Legacy Companies Driving Energy Transition From Within
The energy transition is often told as a story of new entrants displacing incumbents. But it also depends on incumbents making the shift themselves. Visited @vaillantuk factory today, founded 1874, now making heat pumps. 150 years of heritage, transforming from within. https://t.co/UlrquZB5lE
Scientists Reverse Mouse Aging by 75%, Promising Human Breakthroughs
Dr. David Sinclair just dropped a two-hour masterclass on Tom Bilyeu's podcast. He shared 10 mind-blowing insights on how to reverse biological age in animals (and why it should work in humans too). 1) They already reversed a mice's age by 75%...
Only a Handful of States Recognize Common‑law Marriage
"A few states including Texas and Kansas recognize common-law marriages, where unwed couples who publicly represent themselves as spouses are subject to the state’s #marriage and #divorce laws. But most states don’t."
Ex‑Glencore Executives Flock to New Cobalt Venture.
Not in the stock right now but cobalt stans should be paying attention to how many former Glencore execs are getting into this company including those with extensive cobalt + DRC experience They see the opportunity
2026 Could Add Three Trillion‑Dollar IPOs to Top Ten
2026 may see 3 IPOs that instantly put the companies in the world's top 10 largest by market cap. In our recent Scouting the Tape, I try to quantify the impact of this coming onslaught of trillion dollar IPOs. Shoutout to...
DoorDash Pays Gig Workers to Train Their Replacement Robots
doordash is paying 8 million gig workers to train the robots that replace them it's pretty insane once you look at the details on march 19, they launched an app called "tasks" it's basically a menu of filming jobs the menu: wash some dishes,...
Colleges Back Athletes Suing NCAA, Defying Eligibility Rules
We live in a world where colleges agree to follow NCAA eligibility rules, but when one of their athletes sues the NCAA to stay eligible and asks a court to override eligibility rules, colleges support their athlete's case. This is becoming...
Artists Defy Labels, Succeed Independently Every Day
The label system spent 50 years telling artists they couldn't do it alone. Here's exactly how thousands of them are proving that wrong every single day: https://t.co/kI1xDdCJtH