Social•Mar 3, 2026
Rising Gas Prices Highlight Need for Renewable Electrification
Gas prices jumped again this morning and are on track to double - a stark reminder of our exposure to fossil fuel volatility. The real solution isn’t more drilling, but moving away from combustion: electrify, use renewable power, and boost energy efficiency. https://t.co/HTIdRtG4zR
By Jan Rosenow
Social•Mar 3, 2026
Journalists Must Skip Trump‑Hosted Correspondents’ Dinner
No self-respecting journalist should attend a Correspondents' Association Dinner with Trump there. Nothing about any of this is a laughing matter.
By Dave Pell
Social•Mar 3, 2026
Counting Down to MPE2026: Join Us in Berlin
14 sleeps until #MPE2026 with my @chyppings hat on! Join me in Berlin: https://t.co/9CufQZHi6S Move payments forward, #MPE2026 is your place. @mpecosystem #Payments #Fintech #MPEBerlin #ILoveMPE https://t.co/RUvU7kFcyZ
By Dave Birch
Social•Mar 3, 2026
AI Shifts to Edge, Demands Open 5G and Future 6G
#AI is leaving the data center for robots, sensors, drones, and #XR. 🥽 It needs open, programmable #5G now and AI-native #6G next. 5G SA brings slicing, automation, and open APIs. 🔗 Read more on Börje Ekholm’s blog: https://t.co/0AP5Zz84dm via...
By Harold Sinnott
Social•Mar 3, 2026
AI Now Embedded in Telecom Networks, Driving Revenue
AI in telecom has crossed the pilot phase. 66% are actively using AI. 90% report revenue lift + cost reduction. Network automation now leads ROI. The real story? AI is moving into the network fabric — edge inference, agentic AI, AI-native RAN ahead of...
By Harold Sinnott
Social•Mar 3, 2026
Optics Become AI Datacenter's New Bottleneck and Gold
- Scale out bottleneck is real - Co-packaged optics to be a “must” - NVDA pouring $$ into Lumentum/Coherent to lock down supply - Yet optical supply chain is still constrained and lumpy Photons are having their biggest moment since long-haul comms:
By Shahin Farshchi
Social•Mar 3, 2026
Iranian Drones Strike Amazon Data Centers in Gulf
Amazon reports that its data centers in Bahrain and the UAE have been hit by Iranian drones. https://t.co/OlIkT0DOwO
By Mikko Hypponen
Social•Mar 3, 2026
2022 Traders Rediscovered JKM‑Equity Link Amid Gas Surge
Everyone that traded during 2022 just collectively remembered the relationship between JKM and Japanese/Korean Equities that we all forgot when natural gas prices were calm.
By Citrini7 (pseudonymous)
Social•Mar 3, 2026
IRS Adds Backup Reporting for CCS Credits Pending EPA System
IRS and Treasury set backup reporting for CCS tax credits if EPA electronic reporting is not ready by June 2026. https://www.metalnomist.com/2026/03/carbon-capture-tax-credit-guidance-sets.html
By The Metalnomist
Social•Mar 3, 2026
NGMN AI‑6G Report Turns Bearish, Omits GPUs
My review of @NGMN_Alliance report on AI & 6G Surprisingly bearish / realist And no mention of the word “GPU” https://t.co/cLwuiA0xCN
By Dean Bubley
Social•Mar 3, 2026
Questioning Biden’s Unlimited Weapon Aid to Ukraine
So are you having an “unlimited supply” of weapons or is it Biden GIVING everything to “Zelenskyy” of Ukraine? https://t.co/3LKBvCiyz9
By Illia Ponomarenko
Social•Mar 3, 2026
Designing 6G Networks for the AI Era
Be sure to tune in to my #MWC26 Keynote "Architecting 6G for the AI Era" today, Tuesday March 3 at 9:30 AM CET. https://t.co/Ods5sCOn8j
By Cristiano Amon
Social•Mar 3, 2026
Qualcomm Unveils First Release‑19 Modem, Paving 5G
The @Qualcomm X105 is the world’s first Release 19-ready modem—advancing 5G Advanced and laying groundwork for 6G with new RF, GNSS, and satellite breakthroughs. Read the announcement. https://t.co/9dddRDdkID https://t.co/TXU4PTxD2H
By Cristiano Amon
Social•Mar 3, 2026
China's Oil Stockpiles Offer Buffer Against Price Spikes
“Can China act as a buffer? China has been loading up on cheap, sanctioned oil, putting some of it away in storage. In a report, analysts at Morgan Stanley said China could slow down on its purchases if oil prices...
By Jonathan Cheng
Social•Mar 3, 2026
Cross‑check AI Answers and Heed Red‑flag Symptoms
@PBS: Five things to consider before asking a chatbot for health advice (by @AP_FDAwriter). Among them: ask two different AIs and see if they agree; don't stay home if you have red flag symptoms like chest pain, shortness of breath....
By Robert (Bob) Wachter, MD
Social•Mar 3, 2026
Clinicians Discuss Real-World AI Applications on Zoom
I’ll be joining a Zoom discussion hosted by Roon on March 5, 1:30-2:30 ET. We'll discuss how clinicians are using AI in actual practice and the implications. I'll be joined by 3 eminent colleagues: Mandy Cohen, Sara Murray, & Spencer...
By Robert (Bob) Wachter, MD
Social•Mar 3, 2026
North Avenue BRT Delayed to 2035 Amid Funding Shortfall
Remember the plan to put Bus Rapid Transit on Atlanta's North Avenue? I liked that one. It was a key part of the More MARTA expansion plan, but in 2023 it was deferred to "2035 or beyond" due to "financial constraints." I...
By Darin Givens (ATL Urbanist)
Social•Mar 3, 2026
Americans Lack Clear Information on Major War Objectives
"The American public has received too little information to effectively judge the goals and objectives of the largest U.S. military operation in the Middle East in a generation, whatever they turn out to be."
By Dan Lamothe
Social•Mar 3, 2026
World's Largest LNG Plant Offline, Yet Unnoticed
Can you believe that all of the people down there are unaware that the world’s largest LNG plant is offline? https://t.co/nG6uMfgyuH
By Stephen Stapczynski
Social•Mar 3, 2026
Trusts Aren't Tax Tricks—Structure Determines Benefit
I don’t need to hear this, but “put it in a trust” is not a tax strategy. It’s like saying “put it in a box.” What kind of box? Who controls the box? Who benefits from the box? That’s where the tax answer...
By Prof. Victoria J. Haneman
Social•Mar 3, 2026
WBD Falls Far Short of FY25 Revenue Targets
FY23 financial projections from the Warner Media / DISCA deal. Fast forward to FY25: WBD generated total revenues of $37.3 billion, with $10.9 billion from DTC, EBITDA of $8.7 billion, and FCF of $3.1 billion. Missed every one of their financial projections...
By Alex Morris (TSOH Investment Research)
Social•Mar 3, 2026
Paramount's 25% CW Stake Equals CBS and Warner Combined
Fun fact: Paramount will now own 25% of the CW Network. CBS and Warner each held 12.5% stakes so...25%.
By Joe Flint
Social•Mar 3, 2026
EU Mulls Aluminium Scrap Export Caps Amid Rising Shipments
EU consults on aluminium scrap export limits as shipments rise and secondary producers face margin pressure. https://www.metalnomist.com/2026/03/eu-aluminium-scrap-export-restriction.html
By The Metalnomist
Social•Mar 3, 2026
Big Law’s Trump Capitulation Leads to Humiliation, DOJ Relents
My newsletter tomorrow will explain how the Big Law firms that capitulated to Trump have now been humiliated after the handful of firms that fought won and now DOJ has given up. Subscribe to Democracy Docket now to support pro-democracy independent...
By Marc Elias
Social•Mar 3, 2026
Scott Jennings' False Iran Claim Debunked, Sparks Newsroom Drama
Scott Jennings peddled an absurd Trump talking point on Iran to the masses over the weekend. Then the actual journalists at CNN did reporting that undercut the claim. The episode has led to some drama behind the scenes, @get_status has...
By Oliver Darcy
Social•Mar 3, 2026
Ships Still Transit Strait of Hormuz Despite Closure
Strait of Hormuz Traffic March 2, 2026 The past 24 hour ship passages through the Strait of #Hormuz after #Iran declared its closed.
By Salvatore Mercogliano
Social•Mar 3, 2026
Employers Can Fire You for Controversial Political Posts
Whether you’re posting about Iran, Gaza, or Epstein — your employer can fire you for it. Here’s what you need to know. 🧵
By Nisar Law
Social•Mar 3, 2026
Hormuz Traffic Plummets, 150 Tankers Stranded, Oil Halted
Shipping traffic through the Strait of Hormuz is running 70% below normal. Roughly 150 tankers are stranded in the Strait. If that’s not bad enough, the IRGC adviser, Sardar Jabari, stated, “Not a single drop of oil will leave the region.” https://t.co/A4WO3ah53J
By Steve Hanke
Social•Mar 3, 2026
Mistakes Reveal Constraints, Sharpen Strategy in Complex Systems
We talk about strategy as if it’s linear. It rarely is. Careers pivot. Investments misfire. Assumptions collapse. A wrong turn isn’t always an error—it’s information. It reveals constraints you couldn’t see from the original map. In complex systems, detours refine...
By Fayaz King
Social•Mar 3, 2026
Manufacturing Rebounds, but Core PPI Surges Unexpectedly
Manufacturing is finally reviving, but core PPI just jumped 0.8% in a month when economists expected 0.3%. Services inflation refuses to budge. 🔒 Members-Only https://t.co/4QiEXL6LgZ
By Ed Yardeni
Social•Mar 3, 2026
Automation Streamlines Sweet Potato Packaging, Boosting Predictability
#WhosNext? Sweet Potato packers? Thanks to #Automation the packaging of Sweet Potatoes has become a lot easier and a lot more predictable. (Eshet Eilon) #Robotics https://t.co/i11AbtXK0Y
By James Gingerich
Social•Mar 3, 2026
U.S. Needs More Point Defenses; Ukraine Offers Expertise
The U.S. military and partners need additional point defenses at key facilities to complete its layered defenses against Shahed drones. Ukraine has this expertise. My initial thoughts with @SteveJFeldstein @CarnegieEndow https://t.co/sxlcR09D9V
By Dara Massicot
Social•Mar 3, 2026
SQM's Price Signals Lagging 2026 LCE Production Growth
SQM’s quarterly price results remain a bellweather of the market price trend. The big question is how much higher will this quarter be? SQM’s 2026 LCE production won’t come close to the market growth for the year. Let...
By Joe Lowry ("Mr. Lithium")
Social•Mar 3, 2026
Legacy Streamers Stuck on Repackaged Old Content
This is the problem with all legacy media streaming services - will be fascinating to see if David Ellison & team can change this narrative at $PSKY
By Rich Greenfield
Social•Mar 3, 2026
Virya Energy Gets $99M EBRD Funding for Polish Solar Expansion
Virya Energy secures US$99 million EBRD equity to scale Polish solar portfolio #energysky -- via pv-tech: https://t.co/j7xHWsrvZt
By Tor “SolarFred” Valenza
Social•Mar 3, 2026
New Study Maps Hail Damage, Testing, Mitigation for PV
When hail hits PV: New research maps damage, testing, and mitigation #energysky -- via pv magazine global: https://t.co/pDzrq6rY3M
By Tor “SolarFred” Valenza
Social•Mar 3, 2026
Valero Set for 1‑2 Weeks More Upside
$VLO rising to near nose-bleed territory in the short run, but w/ Crude likely to approach high 70's before a peak, i expect another 1-2 weeks of strength out of VLO before this stalls out @IBDinvestors @marketsurge Big push...
By Mark Newton, CMT
Social•Mar 3, 2026
War Risk Insurance Cancels Coverage Once Conflict Begins
Can someone smarter than me explain why war risk insurance gets canceled when there’s a war? https://t.co/7JR2QurKUO
By Ryan Petersen
Social•Mar 3, 2026
Bank Sector Yields Surge Above 5%, Top Three Near 6%
Bank stocks annual div yield (as at 2 March) post-4Q2025 earnings. All except Alliance, AM will pay interim div in March 2026. Top 3 highest (2026 estimates): •Bank Islam: 6.22% •*CIMB: 5.92% •RHB: 5.91% =Average Sector DY: 5.10% (10 banks) [*incl Special Div 7sen]
By Azharuddin | Azha Investing
Social•Mar 3, 2026
Discussing Operation Epic Fury with TBN Experts
I joined my friend @ErickStakelbeck on @TBN today to discuss Operation Epic Fury. I was in excellent company with @FDD CEO and expert @mdubowitz https://t.co/5INHjdWDlX
By John Spencer
Social•Mar 3, 2026
Mali Gold Mine Promises $1.3B NPV Amid Rising Risks
$ROS.V PEA on Kandiolé in Mali: 13yr mine, 835koz Au, ~94% recovery, AISC ~$1,200 early years. $5,400/oz? → ~$1.29B NPV Mali risks real, but Mexico's cartel violence + royalty hikes making headlines in 2026 too? @GoldRoscan
By Jeb Handwerger
Social•Mar 3, 2026
Iran Declares Closure, Yet Small Tankers Slip Through
🚨Iran Announces Strait Closed; Tankers Say Hold My Beer🚨 So much for Iran's announcement as three tankers are running the Strait. 1️⃣BLOOMING DALE, Aruba-flag, 12k tons (1996), In ballast and outbound 2️⃣POLA, Liberia-flag, 156k tons (2011), In ballast & inbound 3️⃣PUFFIN TWO, Liberia-flag, 7k...
By Sal Mercogliano
Social•Mar 3, 2026
AI Agreement Bans Domestic Surveillance of U.S. Persons
Here is re-post of an internal post: We have been working with the DoW to make some additions in our agreement to make our principles very clear. 1. We are going to amend our deal to add this language, in...
By Sam Altman
Social•Mar 3, 2026
Iran Flaunts Underground Drone Fleet Amid Crippling Losses
Iranian state media shows off underground drone fleet @CNN There is no way to know if the site still exists. A weird flex when they've lost 49 senior leaders, their air space is owned by U.S. and Israel, and...
By John Spencer
Social•Mar 3, 2026
Iran Persists Nuclear Ambitions Despite Israeli Strikes
Reports show of the sites the Islamic Regime in Iran hoped to continue their nuclear program even after Operation Midnight Hammer was Pickaxe Mountain, which would have made aerial strike extremely hard. The point being that despite the historic June...
By John Spencer
Social•Mar 3, 2026
AI May Draw Talent to Mining, Not Replace Jobs
Q&A: #Artificialintelligence could attract new #talent to #mining rather than replace #Jobs – @geologic_ai #CEO | S&P Global Market Intelligence https://t.co/btVF3UiT1h
By Anthony Barich
Social•Mar 3, 2026
Battery Rebate Hits 250k Installs—Now the Momentum Stalls
Federal battery rebate hits a quarter-million installs. But is the party over? #energysky -- via Renew Economy: https://t.co/kt1ijbgQPQ https://t.co/e4bUv8CY20
By Tor “SolarFred” Valenza
Social•Mar 3, 2026
Louis Gerstner, IBM Reviver, Born March 1, 1942
#ThisDayInTechHistory. March 1, 1942. Louis Gerstner was born. Most known for his crucial role as CEO and chairman in revitalizing IBM from 1993 to 2002, and his significant publications. (Opus) #Computer #History https://t.co/3Mw675ZZme
By James Gingerich
Social•Mar 3, 2026
Trump Refuses Refunds After Supreme Court Deems Tariffs Unlawful
After Trump’s tariffs were ruled unlawful by the US Supreme Court, he is now dragging his feet and refusing to refund Americans who were illegally TAXED by tariffs. https://t.co/vlXQUbwjEo
By Steve Hanke
Social•Mar 3, 2026
CEOs Ignoring CLV Miss Their Business's Core Value
A shocking number of successful CEOs can’t clearly define CLV. Customer Lifetime Value isn’t just a metric. It’s a long-term strategy lens. If you don’t know your customers’ lifetime value, you don’t know your business. #CLV #CustomerLifetimeValue #MarketingStrategy #CEO #BusinessGrowth
By Kaihan Krippendorff