Social•Feb 23, 2026
Engage Caregivers Early to Make AI a Support Tool
AI adoption in healthcare coding starts with people. Nick Judd of Cleveland Clinic shares why engaging caregivers from day one helped teams see generative AI as a support tool—not a replacement. 🔗https://t.co/cMNcrP9ZWl @ClevelandClinic @DukeHealth #AKASA #AHIMA25 #HITSM https://t.co/FtfPW5BWKP
By Colin Hung
Social•Feb 23, 2026
Geometry-Constrained Optimization Expands Rooftop Solar Potential
Beyond rectangles: How geometry-constrained optimization can unlock more rooftop solar #energysky -- via pv magazine usa: https://t.co/XnjsGEvlbI https://t.co/YpXtdzFktR
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
Defense Budget Must Prioritize Airlift Over Kinetic Weapons
If they are really going to do a $1.5T defense budget, additional heavy airlift assets (C-17 line restart or whatever) absolutely needs to be in that and in a big way. It's more important than the kinetic stuff (which even...
By Tyler Rogoway
Social•Feb 23, 2026
Sell‑side Analysts: Useless in Bull, Deadly in Bear
This is not specific to OWL, but today’s sell-side discourse reminds me of some excellent advice I got when I was just starting in this biz: “you don’t need sell-side analysts in a bull market, and in a bear market...
By Ben Hunt
Social•Feb 23, 2026
World's Largest Solar‑Storage Project Achieves Grid Sync
World’s largest solar-plus-storage project completes initial grid synchronization #energysky -- via pv magazine global: https://t.co/Dw6ir5rO3W
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
Explosive Silver Junior Rio Silver Under Analyst Spotlight
Rio Silver $RYO.V $RYOOF Don Durrett and John Feneck take a closer look at Rio Silver. Must-watch if you like explosive Silver juniors ... https://t.co/XbSRRs7hRq
By Hedgehog Trader (Nicholas Winton)
Social•Feb 23, 2026
Exploring Media Theory: Ong, McLuhan, Gutenberg Parenthesis
Oh, how I'd love to nerd-out with Joe Wiesenthal and @DKThomp about Ong, McLuhan, and the Gutenberg Parenthesis. 1/ https://t.co/rdWwCs10Su
By Jeff Jarvis
Social•Feb 23, 2026
Open Cosmos Seeks $200M for European Ka‑band Broadband
.@Open_Cosmos seeks ~$200M in financing ahead of June & Sept deployment deadlines for its Liechtenstein-licensed Ka-band broadband constellation. Co says Europe should rally around it. @defis_eu @aee_gob. https://t.co/0cbcoHxGVq https://t.co/OZBFODhK9v
By Peter B. de Selding
Social•Feb 23, 2026
Peter Attia Removed as CBS News Contributor
…. And the shoe drops. Peter Attia out as Cbs News contributor. This was just waiting to happen. Story here: https://t.co/99esYUSIJH
By Sharon Waxman
Social•Feb 23, 2026
Attia's CBS Exit Coincides with Paramount Skydance's Warner Bid
Dr. Peter Attia has finally been pushed off the CBS News contributor rolls -- just as parent Paramount Skydance is about to make its 'best and final' offer for Warner https://t.co/Zjfxf7QXbH via @variety
By Brian Steinberg
Social•Feb 23, 2026
Starlink Monopoly Will Dominate Residential Broadband Future
Enjoyed my panel today during the opening session at #RTIME2026 here in Orlando. My message: Elon Musk doesn't care about your economics. And in 5 years time, your biggest issue will be what to do about Starlink's monopoly in residential...
By Tim Farrar
Social•Feb 23, 2026
My Prediction of Ergen's Bid Stunned AT&T Insiders
Fun chat today with someone who was in the AT&T bidding room for Auction 97 (AWS-3) and told me how astonished they were that I'd figured out Ergen's bidding strategy and blogged about it. Apparently AT&T's CEO didn't believe it......
By Tim Farrar
Social•Feb 23, 2026
Meta Prioritizes Broad Targeting Over Tight Layering
Meta just made detailed targeting "mostly a suggestion." Graph API v25 dropped this month bringing an inevitable conclusion to a direction they have been signaling for a long time. Your audience selections? They're now inputs, not constraints. If you're still building campaigns around tight...
By Taylor Holiday
Social•Feb 23, 2026
Gilead Deal Validates FDA One‑Trial Path, Boosts IMMX
$GILD $ACLX $7.8 billion acquisition 68% premium, Ph3 just starting. Validates new FDA policy for a single pivotal trial validated by BLA acceptance. Large pharma moving faster, de-risked. $IMMX thesis and data grows stronger, 95% (CR), same parallel strategy, and clear...
By BowTiedBiotech
Social•Feb 23, 2026
Kinetic Tokens: Key to Future 6G Networks
Exclusive: T-Mobile’s John Saw explains kinetic tokens and why they matter in #6G @TMobile 🖇️ https://t.co/mGCxser6lP 🖇️ https://t.co/HPULmUhbqx
By Monica Alleven
Social•Feb 23, 2026
Global CO2 Levels Set to Flatten, Then Decline
I expect we will see similar results worldwide soon, country by country. A flattening of CO2, followed by a decline, as renewables replace coal and gas, and EVs displace gasoline/diesel.
By Dave Stagner
Social•Feb 23, 2026
AI Boosts Cybersecurity, Yet Humans Remain Essential
Simple analogy on AI and cybersecurity. Security has never been solely a technology problem - it's largely a people problem. Complexity of business integration, misconfigurations, legacy systems, business transformations, M&As, etc. are all part of this industry we call cybersecurity. I can't remember...
By Dave Kennedy
Social•Feb 23, 2026
Energy Firms Ramp up Lobbying for Venezuela Opportunities
👀 #Energy-related companies' interest in opportunities in #Venezuela is starting to show up in lobbying reports. Expect to see more of this K Street action, as we reported in this morning's @axios Future of Energy newsletter. #OOTT (1/3)
By Ben Geman
Social•Feb 23, 2026
Marines Retire Harvest Hawk Kits, Ending C‑130 Close‑air Support
KC-130J’s Hellfire Missile-Firing Harvest Hawk Kits Retired By Marines Developed to turn USMC C-130s into close air support platforms during the Global War on Terror, Harvest Hawk's relevance has waned. https://t.co/FWdjbg1wcs
By Tyler Rogoway
Social•Feb 23, 2026
Canada’s Innovation Poised to Lead Global Carbon Removal
How Canadian Innovation and Entrepreneurship Could Lead Global Carbon Removal Senator @colindeacon discusses “Carbon Removal, From Air to Sea,” released on Feb 5. #cdnpoli https://youtu.be/MrWuN-uuFzk
By Markham Hislop
Social•Feb 23, 2026
Vanbarton Leads Office‑to‑Residential Conversion Surge
The office>resi #conversion frenzy+#Vanbarton's central place in it. Boss #RichardACColes discusses that+other issues. #NYC #realestate #CRE #multifamily #MayorMamdani #467M #NoMad #mortgage https://t.co/ceQM1ZXDsf
By David Levitt
Social•Feb 23, 2026
June 13 2026 Deadline Ends Tariff Refund Protests
The key deadline your company needs to be aware of to make sure you're eligible for tariff refunds is June 13, 2026. After that date you will not be able to file protests for entries filed on February 4th,...
By Ryan Petersen
Social•Feb 23, 2026
Permits Drive 50% Premium, Blocking LA Housing Supply
Developers are willing to pay 50% more for land that already has permits to build in the city of Los Angeles: "Overall, our results suggest permitting is a major barrier to housing supply in Los Angeles"
By Liam Dillon
Social•Feb 23, 2026
Renewables and Batteries Dominate 93% of New U.S. Capacity
Renewables and Batteries Comprise 93% of New U.S. Generating Capacity This Year #energysky -- via Heatmap News https://t.co/UokkhuyyPf https://t.co/QES3dHLq5F
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
Britain’s Chagos Choice Signals Resolve to China
Britain’s decision on the Chagos Islands is more than politics. It shapes how strategic rivals — especially China — interpret UK resolve, alliances and influence. This analysis explains why this matters in the context of great-power competition and what it reveals about...
By David Murrin
Social•Feb 23, 2026
Mortgage Rates Dip Below 6%, Lowest Since 2022
#Mortgage rates just dropped below 6%, matching lowest level since 2022 https://t.co/MSs7B1Npgs @mortgagenewsmnd @MG_MBS #realestate #realestateinvesting
By Diana Olick
Social•Feb 23, 2026
Nuclear Plant Overruns Cost by €2.5bn, Delayed 12 Months
World’s most expensive nuclear power plant blows out again, by €2.5 billion and 12 months #energysky -- via Renew Economy: https://t.co/IAT2b1WZ5z https://t.co/VcM9xK4NFF
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
Energy Crises Drive Nations Toward Solar Adoption
Ukraine turned to solar power as their energy infrastructure is destroyed by Russia. Cuba turns to solar power as the U.S. cuts off oil shipments. See a pattern here??
By Renewable Energy Club (Jonathan Rasmusson)
Social•Feb 23, 2026
Netflix
Keep in mind in the Netflix vs. Paramount contest for Warner Bros... Netflix does not propose to absorb CNN, TNT, TBS. It would spin them off in a new company like Comcast did with MSNBC. Whereas the Ellisons want to show...
By Jay Rosen
Social•Feb 23, 2026
Iran Hints at Quick Nuclear Deal Amid US Military Buildup
Iran Signals Possible “Fast Deal” To Be Made In Nuclear Talks As U.S. Military Build-Up Grinds On Iran may be softening its negotiating stance as pressure builds in the form of hundreds of combat aircraft and dozens of warships arrayed around...
By Tyler Rogoway
Social•Feb 23, 2026
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
By Julian Klymochko
Social•Feb 23, 2026
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
By Roger Entner
Social•Feb 23, 2026
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...
By Alex Epstein
Social•Feb 23, 2026
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?
By Ryan Petersen
Social•Feb 23, 2026
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
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
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...
By Michael E. Webber
Social•Feb 23, 2026
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
By Bob Herman
Social•Feb 23, 2026
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
By Taylor Lorenz
Social•Feb 23, 2026
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%...
By Jay Parsons
Social•Feb 23, 2026
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...
By Efi Pylarinou
Social•Feb 23, 2026
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:...
By Dan Runcie
Social•Feb 23, 2026
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
By Ethan Gach
Social•Feb 23, 2026
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
By Tor “SolarFred” Valenza
Social•Feb 23, 2026
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
By Harold Feld
Social•Feb 23, 2026
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
By Adam Posen
Social•Feb 23, 2026
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
By Yves Mulkers
Social•Feb 23, 2026
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...
By Sally Church
Social•Feb 23, 2026
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
By Zach Brennan
Social•Feb 23, 2026
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...
By Sara Fischer
Social•Feb 23, 2026
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
By Hedgehog Trader (Nicholas Winton)