Simple Plan to Save Artemis Revealed
A year and a half ago I published a story with my simple plan for saving Artemis. https://t.co/q8yk0zTW3O Here it was in a nutshell: https://t.co/jSbtdKb3zE
Die and Package Roadmaps Must Converge for Scaling
#Technology #Thread #Semiconductor #Manufacturing #Roadmap The Semiconductor Die And Package Roadmap: 1/ - When I Wrote About Integrating The Semiconductor Die And Package Roadmap. - The Observation Was That The Industry Was Treating Silicon And Packaging As Separate Planning Tracks - But Future Semiconductor...
First‑time Buyers Now 40; Delaying Assets Stalls Wealth
The average first-time homebuyer is almost 40 now. If young people don’t start owning assets, they’ll never build wealth...
Warren Vows to Protect Anti‑terror Financing Networks
Elizabeth Warren says she’ll do everything she can to stop dismantling the financial networks that fund terrorism (Iran). Given her track record of stopping things, that’s actually pretty reassuring.
Skipping Due Diligence: A Straightforward Legal Mistake
Nah. It was cut-and-dried law. He signed the deal and chose not to do the due diligence.
Outdated IT Policies Still Block AI, Others Deploy Freely
It is amazing how many companies I talk to STILL have AI effectively blocked by IT & legal departments for out-of-date reasons when many companies in highly regulated industries have figured out ways to deploy enterprise ChatGPT, Claude & Gemini...
Iran’s Mobile Defenses Keep Eastern Airspace Contested
Declarations of air superiority are relative. Iran has road mobile air defenses that can hide and pop up out of nowhere. They have exotic stuff like loitering SAMs too. Moving fighters in for direct attacks doesn’t mean they can operate...
Show, Don’t Tell: Core Rule for Persuasive Legal Writing
“Show, don’t tell” is, in my view, a foundational principle of persuasive legal and judicial writing.
Supers FALCO APKWS Needed Now for Drone Defense
Got to get the Supers FALCO APKWS (air-to-air laser-guided rockets for swatting down drones and some cruise missiles) ASAP. Surprised this isn't a thing still after the Red Sea and the USAF going all in on it. The remaining roughly...
Turn Distressed Assets Into Home Runs with Yield‑based Underwriting
How do I underwrite deals to ensure that (if I get my offer price) the deal ends up being a home-run? This is how. This is a real deal I submitted an offer on a while ago. 56 units, priced at...
Media Team's Unexpectedly Strong Takes Surprise Everyone
The crazy thing is… these are the GOOD takes his media team ran with. https://t.co/U8elANjDAP
Solo Market Update Highlights Thacker Pass Visit Insights
The latest episode is a solo market update including comments on my visit to Thacker Pass https://t.co/qWVTLZDIai
Israel, U.S. Target Iran's Leadership, Undermining Negotiations
Israel and the U.S. are steadily eliminating Iran’s top leadership, including figures capable of negotiating an end to the conflict... Join our Analyst Tier on Patreon to watch the full video ➡️ https://t.co/R47Ca3Pp6h #iranwar #military #geopolitics https://t.co/HS9nDRCPcB
Early-Year Listings Stagnate; Sellers Tentatively Re‑Enter Market
In recent years we've seen more new listings between January and February, but that wasn't the case this year. Just something on my radar. On one hand, we've started to see sellers come back to the market, but I'm not...
Battlefield REDSEC Trials Solo Battle Royale Weekend
This weekend, Battlefield REDSEC will be running a Battlefield Labs - Live test in the live version of the game that will let players play a special experience dedicated to testing a solo version of Battle Royale during the weekend...
Avoiding Wars Without Clear Strategy and Defined Goals
"... one reason I am very reluctant to begin wars of choice without a clear strategy and goals."
Anticipated Asset Pullout From Iran Before Confirmation
And, leading up to his confirmation, everyone and their mother told me @USWPColby would pull every asset we have away from Iran.
GLP‑1 Drugs Cut Substance‑abuse Risk in Veterans
Best evidence yet that GLP-1 drugs reduce the risk of substance abuse, from >600,00 US Veterans across alcohol, nicotine, opioid, cocaine, cannabis @bmj_latest @zalaly @Miao_Cai_SLU https://t.co/rcqUt0kY77
Last‑minute Skill Tree Release as Servers Shut Down
Highguard just pulled an entire skill tree out of its ass days before the servers go offline. A skeleton crew crunched on the final update as the social media pile-on continued. https://t.co/LAEMdTviw9
Supply Chains Shifting Back to Americas, Leaving Middle East, Asia
This is a predictable trend and highlights the importance of companies moving supply chains back to the Americas. Middle East today, Asia tomorrow.
Nanshan Boosts Indonesian Alumina Output to 4 Mt/Yr
Nanshan adds 1mn t/yr in Indonesia, lifting total alumina capacity to 4mn t/yr with new port support. https://www.metalnomist.com/2026/03/nanshan-indonesia-alumina-capacity.html
Analysts Keep Downplaying Momentum, Repeating Past Mistakes
I am very confused why they keep downplaying the momentum. They did the same thing in 2020 during the early days of the COVID recovery and were slow to recognize the freight recession in 2022.
2024: Nations May Finally Agree on Sea Mining
Can Nations Agree How to Mine the Sea? This Is the Year, the head of the @ISBAHQ says https://t.co/GUdMEqyOoQ
Trade Trucking Stocks by Timing the Freight Cycle
A lot of X folks that no knowing about the freight cycle simply look at PE ratios in trucking and assume that trucking stocks are way overvalued, but have zero clue how the freight cycle works. When the freight market...
Robinhood's Exit Fee Demands 4× Referral Revenue
Interesting highlight in this article about the new Robinhood Advisor Network (custodial referral program via TradePMR that pays a 25%-of-fees rev-share for the referral): "For an RIA that ends participation in the program, they will also pay a one-time fee...
Senator Slotkin Backs Critical Mineral Stockpile for Security
Michigan Senator Elissa Slotkin, a Democrat, says she supports legislation that would create a minerals stockpile
Starbucks Proximity Boosts Real Estate Investment Returns
Do you pay attention to Starbucks proximity for residential or commercial real estate investing? Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent #starbucks
UP‑NS Merger's 2 M Truckload Claim Is Negligible
Union Pacific claims that’s its merger with NS would take 2m truckloads off the road each year. That is approx 6k trucks in total, roughly equivalent to Prime’s fleet. Pretty inconsequential in the big scheme of things.
ABA Urged to Confront Pam Bondi's Professional Misconduct
day 21 of me asking the @americanbarassociation to issue literally ANY sort of statement on Pam Bondi’s complete lack of regard for our profession. maybe now that the oversight committee has voted to SUBPOENA her in regards to her role in...
SONAR Data Reveals Booming Industrial Demand Surge
SONAR has been signaling a manufacturing renaissance since November. Despite a lot of pushback I’ve received over past couple of months, it’s all in the high frequency freight data. Industrial demand is popping.
High‑frequency Freight Data Reveals SONAR’s Real‑time Signals
Not a prediction. I just monitor SONAR’s signals. It’s all in the high frequency freight data
AI Poised to Upend Software, Jeopardizing Private Equity
The Extinction of Private Equity? My latest memo on the potential of AI to disrupt the software industry and its effect on private equity: https://t.co/GMi44JG2PQ https://t.co/oZYyMnfppx
Netflix Gains $2.8B After Dropping Warner Deal
Netflix, After Walking Away From Warner Bros. Deal, Will ‘Move Forward’ With ‘$2.8 Billion in Our Pocket That We Didn’t Have a Few Weeks Ago,’ CFO Says https://t.co/ztTl2wiPxD via @variety
MWC 2026 Launches AI‑Driven 5G‑to‑6G Era
Industry Analyst: MWC 2026 ushers in new AI - 5G - 6G Era to wireless world https://t.co/kuBOGueI89 @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analysts #wirelessanalyst #telecomanalyst #wirelessindustryanalyst #telecomindustryanalyst #tech #technology #techanalyst #technologyanalyst #techindustryanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo #caio...
Senate Commerce NASA Bill Revised with New Amendments
There were quite a few changes to the Senate Commerce NASA Auth bill compared to the draft that was circulating last week, plus the amendments adopted today. https://t.co/Ad2s6yclcs
Netflix CFO Dismisses Full-Season NFL Rights, Eyes Warner
Netflix CFO Spencer Neumann throws some cold water on idea of wanting full season rights to a sport such as NFL. Of course they also said not interested in big deals before going after Warner so....
Netflix CFO Declares Company Pro‑human Amid AI Push
"We're also pro-human." - Netflix CFO Spencer Neumann at Morgan Stanley conference while talking about importance of AI.
From AI Experimentation to Enterprise Impact at GTC
Heading to @nvidia #GTC. I’m looking beyond the headlines to what actually matters for enterprises: • AI infrastructure for production workloads • Model efficiency + cost economics • Agentic systems in real workflows • Governance, security, and risk • Customer deployments at scale AI is shifting...
Netflix CFO Confident Regulatory Approval for Warner Acquisition
"We had high confidence" of getting through regulatory, says Netflix CFO Spencer Neumann on pursuit of Warner's studios and streaming operations.
Gayle's Pay Cut Revealed in Tonight's In The Room
Yes, Gayle took a pay cut… More in tonight’s In The Room. Subscribe here: https://t.co/aUkyssLXi7 @PuckNews
Chill MWC Sparks Questions on 6G Funding and LEO Impact
Back home. Came back a day early. I’ve been to at least 14 MWCs. This one has to be the chillest I’ve attended. Optimism was tempered. My biggest question is where will the CAPEX come from to build out...
CIOs Must Evolve: AI Drives Strategic Leadership
AI is rewriting the rulebook for leadership. 🤖📈 @Gartner_inc reveals how CIOs must evolve as AI transforms the workplace. It’s time to move beyond the hype and use AI for real strategic planning and continuous improvement. Read more here: https://t.co/XDAHd3CquP #GartnerIT #CIO #AI...
Netflix CFO Says Company Remains Small, Poised for Organic Growth
Netflix CFO Spencer Neumann says at Morgan Stanley conference that the streaming company "is small" with a runway for organic growth.
Poland Eyes Central Bank Funding for US‑aligned Rearmament
Poland’s right wing president Karol Nawrocki is hatching a plan to use the NBP (Polish central bank) to help finance Polish rearmament. Except as Bloomberg notes, legally, the cbank isn’t allowed to finance the govt. Why do they want this?...
Nvidia Hotfix Fixes GPU Voltage Caps and RE Bug
Nvidia has fixed the GPU voltage caps that were accidentally introduced with its latest WHQL driver. The hotfix also resolves Resident Evil Requiem driver bugs
Give Homebuyers First Refusal, Keep Investor Exit Valve
Potential compromise on single-family investor ban: Give individual homebuyers a "first right of refusal" on home listings for 30 days before investors (of any size) can make offer. (And fully exempt BTR.) The "first dibs" rule would advantage individuals, but also protect...
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