Trump Claims Iran Won’t Close Hormuz; Iran Threatens Closure
Love these competing blockade headlines: Trump said Iran has agreed to never close the Strait of Hormuz again. An Iranian official told Fars that if the U.S. naval blockade persists, Tehran will consider it a violation of the ceasefire and will close the Strait of Hormuz. 😂🤷♀️
AMCApes Leader Backs Warner‑Paramount Merger, Sparks Theater Feud
The king of the #AMCApes has started a brawl with fellow movie theater owners by backing David Ellison’s plan to combine Warner Bros. and Paramount. They had it out in person yesterday in Las Vegas. Details ⬇️⬇️ https://t.co/6DmAIbWKUA
Threads Finally Recognizes Web Power Users' Importance
I’m just glad that after two years, they’ve finally acknowledged that power users (brands, journalists, etc.) use Web, and that Threads Web should be treated with similar importance as other platforms
Switch to Optimum, Get $150 Gift Card If No Savings
"Eligible customers can visit an Optimum store and show their current AT&T or Verizon mobile bill. ... if Optimum can’t demonstrate savings by switching, customers will receive a $150 gift card." https://t.co/isv48TwS6A $OPTU
Kiwa PVEL Revises Testing to Curb Solar Failures
Kiwa PVEL updates solar module testing protocols to address field failures #energysky -- via pv magazine usa: https://t.co/DcofZeEPv1
Parents' HELOC Loans for Kids' Down Payments Lead to Foreclosure
Parents Who Took Out HELOCS & Mortgages To Provide Down Payments For Kids To Buy Homes In 2021 Now In Power Of Sale Sounds crazy right? And it's not thousands of parents but it is happening right now in Ontario to...
Strait of Hormuz Reopens, Physical Oil Prices Converge to Futures
The blockade called Iran's bluff and the reopening of the Strait of Hormuz in response is a remarkable success in very little time. Physical oil prices (white) will now converge down to futures prices (orange), a scenario most didn't think...
Mid‑range Homes ($400‑500K) See Strongest Growth
More buyers at lower prices? Don't sleep on the trend. We're seeing the most growth right now in the region between $400K to $500K. More on my blog. https://t.co/k8PxYYpcrC https://t.co/ImgNJtdh6D
Buzzy Creates Ten Ad Variations From a Single Draft
Most brands test one version. Because making more is expensive. Buzzy turns one ad into ten — like Photoshop for ad iteration. https://t.co/Q8z0GfVrGU
Rio Silver Poised to Process High‑grade Surface Ore
Grok answers whether Rio Silver $RYO.V $RYOOF can begin processing High Grade ore at Surface https://t.co/pglT8XvHDd
Global Fertilizer Shortages Will Worsen Before Easing.
Energy & fertilizer shortages will likely still become greater before they ease, with prices needing to bring down demand to the new supply levels after damage assessments. We'll likely see lower fertilizer levels globally over the coming year, although it...
Search Evolves Into Agentic Manager with Gemini AI
This week we saw so many things get set up as we transition to a new era of the web - the agentic web. I did something different with my newsletter this week. I asked Gemini to look at the transcripts from...
Inside Moderna's Vision: Trust, Safety, and mRNA Future
Awesome to see @WSITYpod interview @moderna_tx president Stephen Hoge A great and wide reaching interview about trust, mRNA vaccines, spike protein, adverse events and what the future of mRNA technology is A candidate interview worth listening too.
CTV's AI‑driven ID Graph Fuels Full‑funnel Growth
Wow, @vibedotco hitting $227M ARR with +264% YoY growth tells you exactly where advertising is heading. CTV has finally cracked the performance code. Advertisers are shifting 30%+ of their total marketing budget into one channel, that level of conviction drives serious...
WB Horror Slumps; “The Mummy” Faces Modest Opening
Horror definitely not working as well for WB as it did last year at US #BoxOffice, as R-rated horror #LeeCroninsTheMummy might debut in #3 place after grossing 1.5M on THU Previews (vs #TheyWillKillYou’s 1M, #TheBride’s 1M, #ReadyOrNot2’s 1.2M, #Primate 1.4M,...
Peace Won’t Instantly End Energy and Fertilizer Shortages
IF we are close to the end of the war, that does not end the shortage of energy and fertilizer, but it is the beginning of assessing the damage and the repair time needed to get back to full output...
Master LinkedIn’s New Ultra‑Casual Game ‘Patches’
The newest game to join the ultra-casual games lineup at @LinkedIn is "Patches". Here's how to play Patches, and some simple tactics to help solve every puzzle: https://t.co/Vw2wAUKY3h #games #puzzles #linkedin https://t.co/m6kdIccjKG
AP-1 Activation Emerges as New Cancer Resistance Target
The knowledge of the many mechanisms by which cancer proves resistant to treatments keeps expanding. This week @Nature highlights activation of the AP-1 transcription factors, representing a new target https://t.co/UWSYDFM0IK https://t.co/6l4TISQonQ
AI Wristband Reads Muscles, Directs Robots Like Hands
MIT engineers built an AI wristband that controls robots by reading your hand muscles. It works by using an ultrasound to capture images of the muscles and tendons in your wrist. An AI algorithm then translates those images into the exact position...
Oil Drop Boosts Truckers' Margins, Spot Rates Unchanged
Oil is collapsing, now down to $79 a barrel on crude. This will provide overnight relief to any motor carrier that is on wholesale or cost plus deals with the truckstops. But is unlikely to change trucking spot rates because...
Secure Genuine Champion Buy‑in Before Launching Digital Health
The Digital Health implementation almost blew up in our face as the Department Chief walked out in frustration halfway through our Kick Off meeting. With 20+ stakeholders watching, it couldn't have gone any worse. We had gotten brought into a health...
Third‑Party Risks Cause Over One‑Third of Breaches
Over 35% of data breaches are caused by vendors or partners, not internal failures. As threats spread globally, third-party risk is growing. Security is only as strong as the weakest link. https://t.co/e3kXTsRA5f
Paid Ads Can Scale to $50K MRR Fast
$0 to $50K MRR in 12 months. Team of 5. No content marketing. No complex funnels. Just PPC. Karel Papik says most founders dismiss paid ads too early. https://t.co/cYWDvmOcGB
Anemia May Heighten Alzheimer’s Risk Alongside P‑tau217
In evaluating p-tau217 and other biomarkers for risk of Alzheimer's disease, keep an eye on anemia, which may add to the risk, as seen in this new report https://t.co/ezbcLr4HIf https://t.co/TOKLRVBM4f
Base44 Launches Figma2Base, Delivering Full Visual Control
Base44 just dropped: > Figma2Base > Themes > Asset Library > Visual Editor > Mobile Editor Every piece of the "full visual control" puzzle is shipped together. Try Figma2Base at https://t.co/1LpRSTC01G
Tombstone AZ Shows High‑grade Oxide Hits, Ideal for Heap Leach
$AZT.V Tombstone, AZ hits: 107.9m @ 0.62 g/t Au + 24.8 g/t Ag (Westside) & 112.5m @ 0.48 g/t Au + 12.6 g/t Ag (Contention). Expanding oxide zones perfect for open-pit heap leach. $AZZTF @AztecMinerals
Oil Dip to $60 Could Lift S&P 10%
While oil gurus and geopolitical experts were opining with confidence on the potential outcomes we said we don't know shit. Here is our DSR from 3/22. https://t.co/268Hkj6EKA Herein we just considered scenarios and how they play out in macro based...
Anthropic CEO to Discuss Pentagon Dispute with White House
Anthropic CEO to meet White House chief of staff amid Pentagon dispute, Axios reports - https://t.co/JeVknmFC2Q
Low Thursday Volume Signals Weekend Struggle for The Mummy
Just $1.5M THU night for #LeeCroninsTheMummy as this is going to STRUGGLE over the weekend I took it at $14M last night on #MMT🌕 but that might be too high https://t.co/YJYOlUkICD
US‑Iran Deal Nears: Stockpile Trade, 5‑Year
the outlines of a us-iran deal are taking shape/getting closer. the us wants iran's enriched uranium stockpile and a 20-year moratorium on enrichment. iran is offering stockpile plus 5 years, wants $20 billion in frozen funds released plus sanctions relief.
Human‑scale Data Aims to Close Drug Trial Gap
90% of drugs that enter clinical trials fail. A big part of why: the models they're based on weren't trained on human biology. Mouse data, non-representative cell lines, sparse perturbation coverage. The gap between in silico predictions and what actually happens...
Jones Day Backs Easement Syndication; Appellate Review Awaited
I am impressed that Jones Day managed to come up with anything that supports the easement syndication industry's view of the world. I am looking forward to see what the appellate court makes of it. https://t.co/8UkCT0NPy7
Unwarranted $13 Oil Drop Likely Manipulation, Prices Set to Rebound
🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon
XPO Marks Final Surge Before Co‑Packaged Optics Dominate
Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO https://t.co/HDdUEtWkup
Unclear US Blockade Complicates Iran's Hormuz Ceasefire Limits
So, are we just back to Iran's 10-15 Hormuz ceasefire Hormuz crossing limit of last week, now with the added US blockade? Or something more? These tweet-length statements are killing me with the lack of detail.
411k FHA Borrowers Face Equity Risk in Weak Markets
Doing a little more deep dive on FHA borrowers. How many people are "at risk" with low or negative equity and higher mortgage rates? About 411,000 since mid-2022. Many of the biggest FHA markets, like Phoenix and Houston, have had the...
Gut Microbiome Predicts Melanoma Recurrence Post-Immunotherapy
Gut microbiome markers predict recurrence of cancer after immunotherapy for metastatic melanoma @CellCellPress https://t.co/k5YuNnqfvt https://t.co/9UbuNAcYJh
AT&T Leads as Top Buyer for NextNav, Shares up 24%
"with AT&T the most logical fit, but SpaceX and Verizon Communications are also credible buyers of NextNav" NextNav shares have gained nearly 24% so far this year, https://t.co/FXVYWITgRW
Lilly's Obesity Pill Gains Momentum; OpenAI Launches Discovery Tool
Lilly’s obesity pill off to a strong start; OpenAI debuts new drug discovery tool https://t.co/upwygATKAv $LLY $GILD $JANX #biotech
U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
US Measles Cases Surge to 2026 Record High
#Measles: Confirmed cases in the US have hit 1748 so far this year. All but 10 are infections contracted in the US. For some context: In the first 3.5 months, 2026 has racked up 76% of the cases accrued in all...
Housing Hope Delayed One Year, Still On Track
Good housing read from @conorsen. Housing hope delayed a year but not totally derailed feels about right. https://t.co/3R3f8NDfvG
Project Progressing; Build-to-Rent Updates Coming Soon
Still working on this. But it’s coming together 🏆 Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
Intel's Revival Would Boost Biden, Trump, Industrial Policy
If Intel turns around it will be an incredible success story for Biden/Trump and industrial policy. https://t.co/8hNrsePZVO
Interferon Pathway Drives Inflammaging, Offers Epigenetic Target
We've known inflammaging is a big part of why the human aging process accelerates. Now the interferon pathway is invoked as having a causal role (via epigenetics) and potential for targeting https://t.co/0Di0xiLGyy
Questioning War Experts' Predictions on U.S.-Iran Escalation
You mean maybe all the “experts”everyone rushed out on every podcast or show possible about the U.S. in an unstoppable escalation trap, Iran becoming a super power, the U.S. not able to do anything about the Strait of Hormuz without...
Stopping Meds Causes Rebound, Not
You gain weight back after stopping a GLP-1 that means it’s bad. I guess my thyroid medicine is bad because if I stop it my thyroid levels will be nothing anymore and I’ll feel terrible.
Navy’s Civilian‑manned Sealift Keeps Fleets Fed, Fueled
🚨NAVY LOGISTICS 🚨 Everyone seems concerned that the @usnavy ships in the Arabian Sea - carrier Abraham Lincoln stike group, 3-ship amphibious group based on Tripoli, and a surface action group centered on approximately 8 destroyers - are running low on...
US Military Embraces AI, Transforming Warfighter Readiness
lots of non-generative AI uses cases being woven into the fabric of the department of war of the united states of america. fair use and training AI is assumed.
EU Explores NATO‑style Defense Guarantees Independent of US
EU to test NATO-style defense guarantees to operate without the US https://t.co/rmQb4TcWDp via @AfPalasciano https://t.co/988W9d49p3