Three AI‑Resilient Stocks Offer Bullish Opportunities
I joined @BNNBloomberg this morning to discuss Stocks Resistant to AI Disruption, where I gave the bull case for 3 equities that we are long. We also chatted about "AI agent vs AI agent combat" Here's the link: https://t.co/ZhP0KSAQtz https://t.co/kvEc8YnfTy
Billing Clarity Matters More than Critics Assume
Billing clarity matters more than the critics think (and less than we said): https://t.co/GcbgKY1dNW @Light_Reading https://t.co/GcbgKY1dNW
Zero‑Emission Mandates Without Nuclear Threaten Power Prices, Reliability
California, Oregon, Minnesota, Rhode Island, Maine, Massachusetts and Vermont have aggressive (75-100%) zero-emission electricity mandates AND bans on new nuclear power. If these states don't repeal these policies—and soon—they will face: 1) sky-high electricity rates (from catastrophically expensive overbuilds of solar/wind/batteries and...
Flexport's Weekend Upgrade
We updated the Flexport Tariff Refunds process over the weekend and had it featured on CNBC on Monday am. How do you compete with that if you're an old school customs broker?
US Adds 57.6 GWh Energy Storage in 2025
SEIA: US installed 57.6 GWh of new energy storage capacity in 2025 #energysky -- via Solar Power World: https://t.co/ZVXllTa5xB
Falling Gas Prices Save Combustion Drivers $700, EV Costs $290
Lower gasoline costs will save money for those who drive cars w/ outdated combustion-powered drivetrains (more than $700/household according to this post). As a separate data point I will spend ~$290 this year to charge my electric vehicle (8000 miles, 0.3...
CMS Plans AI‑Driven Overhaul of Medicare Enrollment Process
NEW: The entire process of finding Medicare coverage may be influenced by artificial intelligence in the not-too-distant future. CMS wants to use AI tools for its "Medicare Experience Modernization" project — and there are lots of question marks. https://t.co/uSLFlAxViJ https://t.co/2bP3HnEDBx
Veris Residential Joins Wave of Apartment REIT Liquidations
Another one bites the dust ... Veris Residential becomes the latest apartment REIT sold or liquidated (18+ in the last 15 years vs. ~12 still remaining). Veris (6.6k units) is best known for its wildly high renter incomes ($480k or 10-12%...
Hollywood Writers Deny AI Acceptance, Call It Misinformation
He’s just flat out lying. Hollywood writers hate AI and have been fighting against it. They want you guys to think this stuff is being normalized by the masses when it’s not
From Blocking Bots to Trusting Agents: Visa‑Akamai Solution
AI agent traffic nearly tripled in a year. 25Billion bot requests in 2 months. The question is no longer how to block bots — it's how to trust them. Visa + Akamai are building the answer. "What it takes to secure...
Duetti Secures $200M to Target Undervalued Music Rights
Duetti just raised $200 million. It built the infrastructure to invest in the music rights that other companies may overlook. My latest episode on Trapital sits down with Duetti CEO @ltibon to discuss. Check out our latest episode: "Follow The Money:...
Ubisoft Places Assassin's Creed Veterans at Tencent-Backed Vantage Studios
Ubisoft announces Jean Guesdon and two other Assassin's Creed veterans will oversee the franchise within Tencent-backed Vantage Studios. He had previously worked on an unannounced voxel-based Minecraft competitor before briefly leaving Ubisoft in 2023. https://t.co/sCpFaKXE5P
Enel Adds 830 MW US Solar‑wind Portfolio
Enel acquires 830MW US PV and wind portfolio, ups renewables investment #energysky -- via pv-tech: https://t.co/3AfV5Qymhs
30 Years Later: Telecomm Act's Enduring Impact
Join @publicknowledge & @HowardUCOMM tomorrow (2/24)to celebrate 30th anniversary of the Telecommunications Act of 1996! @RepMcClellan, policy advocates & academics explore the lasting legacy of this cornerstone of communication policy. RSVP https://t.co/to98DpEh9L
Tariff Shifts Offer Rule‑of‑law Gains, Little Immediate Relief
The economic impact of tariff changes. Me on @cnni with @jimsciutto - a bit of good news on rule of law, not much immediate relief. See @PIIE for more analysis https://t.co/bbkP6I3455
Apple’s Cash Return Beats Rivals’ AI Spending, Shows Strategic Restraint
Apple returned $106.1 billion to shareholders. While its competitors collectively committed $500 billion+ to AI infrastructure. Sometimes the most strategic AI decision is knowing when not to build. Source: https://t.co/KNtNLIRTOQ
Key Differences Between Anti‑cel and Cilta‑cel Explain GILD Deal
By chance I was writing about anito-cel vs. cilta-cel on Friday, not knowing $GILD acquisition was coming down the pike. There are some crucial differences between the two products to take note of, which may explain why they were...
FDA Issues Guidance on New Individualized Therapy Pathway
Building off the Baby KJ success story: FDA unveils long-awaited guidance on new pathway for individualized therapies - https://t.co/Uetp1cGFq2
Presidential Remarks Won’t Sway DOJ Approval, but May Affect Sale
The president's comments about Netflix/Susan Rice shouldn't have bearing over the approval of any WBD deal — a decision to sue to block would be made by the DOJ which would face an indp judge in court — BUT his...
Critical One Energy Secures Permit for Antimony‑Gold Project
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Receives Exploration Permit for Howells Lake Antimony-Gold Project https://t.co/JkBm5YVa24
IPO Priced at $15‑$17, Valuing Firm at $2 B
Generate estimated it would price its shares at $15 to $17 apiece, translating to a valuation ranging from $1.91 billion to $2.17 billion — not counting an underwriter's option: https://t.co/n9nJsbJuvm
US Navy Massing Carriers and Destroyers Near Iran
There's a continued repositioning of Navy warships in and around the Middle East as the U.S. openly deliberates an attack on Iran. On Monday, there are eight U.S. warships in the Arabian Sea: - The carrier USS Abraham Lincoln - The destroyers USS...
Cheap Chinese EVs: Attractive Until Companies Collapse
Cheap Chinese EVs are boon, until the company goes bust. "Neta Auto’s parent company filed for bankruptcy last year after failing to pay wages, stranding customers in Thailand without after-sales support. Singulato, Aiways, Byton, and Levdeo have all shut down." https://restofworld.org/2026/china-ev-exports-competition-price/
Olympic Gold Skate Propels Donna Summer's Streaming Surge
Donna Summer is hot again thanks to Olympic ⛸️ Alysa Liu’s Olympic Gold Skate Sends Donna Summer Streams Soaring: https://t.co/awwuTGQRmj via @sportico @germanotes w/ data from @luminate_data
C‑Suite and Front‑Line Miss AI Efficiency Gap
The AI efficiency gap: Why the C-Suite and the front line are living in different worlds by @Timothy_Hughes https://t.co/oDC8OKpx4r @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Innovation #Technology #TechNews #Sales #Marketing #Culture #Strategy https://t.co/ACegbrqNxG
Prompts Boost Productivity Only Within Established Systems
“20 ChatGPT prompts to boost your productivity.” Useful? Yes. Transformational? Only if used correctly. Here’s the nuance most prompt collections miss 👇 1️⃣ Prompts don’t create productivity — systems do GTD, Pomodoro, Eisenhower, Ivy Lee… These frameworks worked before AI....
Demand Risk Mitigation Details for Efficient Money Transfers
My unsolicited comms advice: if you're going to go on at length about making it more "efficient" to move money to places like Venezuela (sanctions risk) and Colombia (narcotrafficking/money laundering risk), also explain how (if?) you mitigate these risks. https://t.co/rN8g9ibBhf
Permanent Insurance Rarely Worth It, Except Special‑Needs Cases
Ehh. This one is a bit too far. About ~5-10% of the time, a permanent insurance policy can be a good fit, and NO, I do not sell them. For example, if you have a business that has a partner...
Ukraine's Ground Forces Host Over 10,000 Foreign Volunteers
"Kostiantyn Milevskyi, Deputy Head of the Department for Coordination of Foreign Military Service in the Armed Forces of Ukraine, has said that volunteer soldiers from 75 countries have joined units of the Ukrainian Ground Forces, with around 600 volunteer soldiers...
ONL Rejects $2.75 Offer, Provokes Kawa Proxy Battle
$ONL is a left-for-dead small-cap REIT spin-co. - Entered a cooperation agreement with Kawa Capital (~10%) and launched a strategic review - Kawa offered $2.75/sh last year (stock ~$2.55 today) - Board rejected it as undervaluing, triggering a proxy fight from Kawa. https://t.co/UAlAiUmg9p
Treasury Unveils AI Lexicon and Risk Framework for Finance
Risk says "model risk." Tech says "ML system." Compliance says "automated decision tool." Legal says "algorithm." US Treasury just fixed this: AI Lexicon + Risk Framework for financial services. 230 control objectives. NIST-adapted. "Treasury releases AI lexicon and sector-specific risk framework"...
Only 5% of CIOs Escape AI Pilot Purgatory
Pilot purgatory is where AI ROI goes to die. 💀 Break the cycle. Learn what the 5% of successful CIOs are doing differently in 2026. Full episode: https://t.co/dJs86sTyRD #CXOtalk #AIValue #CIO https://t.co/n8dG53BcbS
Don’t Overengineer Procurement: Match Solutions to Problem Scale
“Some #procurement change initiatives end up applying a Rolls-Royce solution to a mini-car problem, resulting in the high risk of ineffectiveness.” 🔗 https://t.co/6TgpmcYe7z #purchasing #supplychain https://t.co/k9MI9F8Iuj
NYT's AI-Driven Overhaul Saved Dying Newspaper Model
Left: what happened to newspaper stocks. Right: what NYT did about it. The product that survived looks nothing like the one that was dying. The software/AI playbook may already exist https://t.co/OL43xsRz6Q
Inclusive Design with Disabled Communities Drives Innovation
Fostering relationships with disabled communities could invite meaningful feedback during the design of assistive technologies, which could spark innovations that serve diverse populations. Learn more in Science #Robotics: https://t.co/NmJ6c2KIS5 https://t.co/zlhagQkRbw
BCAX's Phase 3 Ficera Dose Raises Critical Concerns
Why is $BCAX testing a ficera dose in phase 3 that it now says isn't optimal (and other uncomfortable questions)? Via @ApexOnco -> https://t.co/mLWKP6AAZ9 $JNJ $GMAB
AI Automates Personalized eBook Generation in Hours
More AI-coded fun things 📕 Yesterday I asked it to build an ePub and PDF generator for my book https://t.co/VEoyhFdCOd I still update and write on it, but every time I had to print the book (it's HTML) as a PDF, and...
Supreme Court Rules Trump Tariffs Illegal, Congress Holds Tax Power
Trump's IEEPA tariffs are illegal, as per the SC, and he's going to have to work with Congress and subject to the law now to sustain the tariff regime in various other ways. Or go back to court. China and...
New CSAF Outlines Air Force Challenges and Solutions
Exclusive: I recently spoke with @OfficialCSAF for his first interview in the job. Including his perspective on coming back to lead the service, the challenges facing the Air Force and his perspective of how to address them. A read to...
Trump Tariffs Spur Urgent 12‑Month Market Diversification
Another threat from Trump on tariffs. How much market diversification can countries do? Now? In the next 12 months? And supply chains and logistics?
Prepare Now: Aging Care Will Soon Be Everyone's Reality
As someone researching aging during a time when everyone is trying to extend lifespan (and not necessarily healthspan), I beg you to read this entire🧵. Unless something changes, this is your future reality. You may already be dealing with this if...
AT&T Crowned America’s Best and Fastest Internet
Congratulations to AT&T ! AT&T Named America's Best and Fastest Internet https://t.co/NXz01krvnP @jeffkagan #jeffkagan @att @attnews @attbusiness @verizon @verizonbusiness @verizonnews @tmobile @tmobilebusiness @tmobilenews #broadband #internet #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analysts #wirelessanalyst #telecomanalyst #wirelessindustryanalyst #telecomindustryanalyst #tech #technology #techanalyst #technologyanalyst...
Limited Iran Strikes Lack Goal, Risk Prolonged Conflict
To Trump, limited air and missile strikes on Iran may look like a quick win. But without a clear objective, limited campaigns often turn into long, costly endeavors. Iran gets a vote too and its response may defy US expectations....
AI Will Move From Tool Discovery to Pre‑authorized Governance
My take: MCP increasingly looking like a pre-agentic, pre-runtime view of how AI integrates with systems. It assumes AI needs standardized, reflective tool discovery at run time. But we now see it doesn’t. It can just read the code, schemas, and...
EU Halts US Trade Deal, Shifts Focus to Asia
EU stops trade deal with the US. What is next for the EU, India, and China and trade deals with the US? And for supply chains and logistics?
New Xbox CEO Aims to Revive Gaming Division
Inside Microsoft’s big Xbox leadership shake-up. Microsoft has a new gaming CEO who wants to bring Xbox back from the brink. I've been speaking to Xbox employees about how it all went down. Gift link for emergency Notepad issue this...
M&A Spree Sees Premiums up to 79%, One Discount
Today's M&A and SPAC notes $ACLX to be acquired by GILD for $115 cash + CVR worth up to $5, 79.4% premium, $7.8 billion $VRE to be acquired by Affinius Capital / Vista Hill Partners for $19.00 cash per share, 23.2% premium,...
DAT's Hidden Clause Lets Them File UCCs—Seek Lawyer
This is sketchy even for DAT standards. DO NOT SIGN DAT’s standard agreement without an attorney reviewing. We’ve had multiple reports of DAT filing UCCs against companies that sign their standard agreement. They snuck language into their terms and conditions that...
POS Malaysia Teeters on Insolvency After Nine Years Loss
POS Malaysia “Survival Before Recovery”. •Another Net loss RM209m FY25 •9 tahun berturut rugi. It’s a structural earnings problem, reflecting business model under sustained pressure. •Accum losses driven reserves to deeply negative ~RM1 bil •Net Asset per share only 11sen. Balance sheet now thinly...
AI Disrupts Real Estate, Questioning Need for Physical Space
An entire industry's dilemma: Can #CRE convince investors you need humans who need 3D space for stores, warehouses, offices? #AI anxiety bites hard. 'The threat is the 28yo broker who can deliver in 2 hrs w/used to take 2 weeks'...