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Tweets25K
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Followers232
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Following502
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Likes54K
@GasBuddyGuy @Kiradavis The pipeline was already pushing 2-3 mb/d before the war. They have headroom for around an additional 5 mb/d, of which their southern export terminal is soaking up ~3mb/d. So that pipeline offsets ~12-25% of exports that would have left the strait otherwise.
@joelgombiner @BABgeo Please tell me this is a sim I can mess with.
A lot of assumptions and facts still hot from the ass of which they were pulled.
$AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses
@PatrickMoorhead They did this in Georgia in 2024. Tents work.
"So you're aware that America is a low-cost and energy secure food producer" "Yes, Dave" "And you're aware that the US federal government basically subsidizes food production." "I am" "And you understand that us consumer staple companies benefit from this and are trading at their lowest share prices in decades in some cases, with single stock short interest, that's off the charts for these names" "I am" "And so can you explain to me why you're buying Korean memory stocks like a f****** degenerate when you can get an 8% yield that's practically a perpetual Bond?" "Well Dave, the memory stocks are going up 5% everyday, and the consumer staple stocks are going down" " Don't you realize that anything can go 5% up everyday can go 5% down everyday? You are currently chasing something that literally nobody actually needs. Nobody needs memory stocks. Everybody on this planet needs food. We are entering a food and energy crisis. What the actual f*** are you doing shorting food, stocks and chasing Korean memory stocks? If you're still doing this the next time we speak I'm going to f****** kill you."
@lllspllc @dylan522p @TMTBreakout Are you a corporation with 385,000 dollars to spend? No? Well tough luck.
@Dreoptcg @GodsLibtard @CrazyWeeMonkey Sooner than that. You can’t bottom out of the SPR as that puts the cavern at risk of collapse.
There was a bit of chatter about a site developer buying, shipping, and repurposing cruise ship engines. Were you able to find any evidence that supports that? Also, a lot of the transformer gear for BTG seems to overlap with utilities. One bit I got from a PUD resource planner was how many grid operators are having equipment sold right out from underneath them, stressing even minor repairs. Any indication that BTG builds are causing this pain felt by operators?
@ClaudeDevs I often say "go ultracode on this" when I want Claude to get locked in. I now no longer have any usage limits and my python script that checks lotto numbers for primes is 594Gb.
@mariempalmer @realjulesr @RepThomasMassie @davevademecum1 As she has pointed out before, America must be subservient to Israel and act on her behalf. The Bible tells her that those who are against Israel are against America.
@basedjensen But I was told all the AI fits in the HBMs!
@PugetStormWatch @AndyHiker40 More clusters than not support it as the pendulum swings back from the jet extension.
@DeepDishEnjoyer Will you be signing autographs at the Food Bank for your reply guy fans?
Why spend 85,000 dollars with @SemiAnalysis_ when you can get better data here.
Something that may be of the most interest is our data center map We’ve found and mapped out all 74 100MW+ data centers in the US, with power capacity, status, zoning, and updates. Updated weekly.
@highyieldYT Lucky. I have a FX 5900 that I want him to sign.
@PDKruger @sahouraxo Attention @IDF, @Israel_katz, and @itamarbengvir : I have come across information that shows Paul Kruger might have weapons stored in his house that could threaten Israel and her righteous settlers. Please deal with this possible threat to Israel!
Putin is a Virus @PutinIsAVirus
12K Followers 1K Following Putin hater since before it was cool, passionate about #osint and trying to be active about it, also software, drones & pasta. Bluesky: @orbint.bsky.social
Za @_Z_a_a_a
30 Followers 318 Following I'm a beacon of knowledge blazing out across a black sea of ignorance
marketplunger1 @MkTPlunger1
10K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read « https://t.co/oJGzrArbpl
nick steele @NickPSteele
212 Followers 2K Following boise born n' bred. been poking around the west ever since trying to connect the dots.
Austin Lyons @austinsemis
5K Followers 1K Following Substack: https://t.co/zxI0P7b3og | Podcast: https://t.co/fmcrAXJHBy | Semis Analyst @creativestrat
Dean von Aether † @dean16z
1K Followers 6K Following divinely sensitive young man. cynical optimist. degenerate aristocrat. very serious account. we’ve met before. yes I’m 6’3 and jacked, please leave me alone.
fernando @fernand24815742
28 Followers 925 Following
Philipp2008 @Philip_pan2008
172 Followers 515 Following Semiconductor, the former Senior Marketing Director in WPG Holdings
Garpy Guy @garpyguy
139 Followers 2K Following
Mikey @MikeyFourTweets
1K Followers 1K Following Amateur @Nissan Juke Enthusiast. Distressed/Special Sits. Certified private equity bad boy. Trying to meet my soulmate in Denver next month
Mike Bird @Birdywordrf
1 Followers 72 Following
Paul @mabo_prc
1 Followers 2K Following
BlueAnon Shaman @martin__julius
322 Followers 7K Following I used to only use this to follow financial news and current events, but I got sidetracked.
Chip @chiphop007
271 Followers 6K Following
O @mozzyrellastick
251 Followers 2K Following
Angel lara @Angellara124144
84 Followers 677 Following
cows @chknleather
57 Followers 2K Following
Beleza @Beleza76866500
22 Followers 312 Following
Fifi @LFintor75375
18 Followers 380 Following Telco guy | Blunt realist on geopolitics, energy and tech | Hungarian in the UK | All opinions my own
Shiv Socrates @shivsocrates
991 Followers 6K Following Investing. Prev: Colossus 🎙️, NY Tech M&A, CPG sales; 📚 @Wharton. Less dumb than yesterday (hopefully). German shepherds for life.
Le Shru @agnnostox
19 Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Debby Wu @debbywuintaipei
3K Followers 3K Following Covering Asia tech for @technology. All views my own. Telegram: debbyyhwu
stuart innes @Stu_Innes_NZ
4 Followers 22 Following
natural trader @tan93243
47 Followers 458 Following
Evan F @FEvan27076
2 Followers 73 Following
Bilal El Alame @BilalAlame
17 Followers 1K Following
Kiran Ghimire @Kiran__ghimire
27 Followers 1K Following
Good Deal Enterprise @yieldextractor
1K Followers 916 Following
T Mac @TMac56937272
392 Followers 3K Following
Blind Jeff @JeffFromHR
773 Followers 2K Following Anti-war, geopol. 1A/2A advocate. Love my country, hate its wars. Voidposter.
سليمان الصا... @SulimanAlsanea
1K Followers 4K Following
Great Debt Printer @Gr8DebtPrinter
134 Followers 1K Following Great Debt Printer. GDP. The ride of the Golden Oil Bull. WAR. Energy, economics, inflation.
J. @tatsumi_0513
78 Followers 667 Following
Newsfinanxe @newsfinanx44383
0 Followers 894 Following
Ryan Karl @RyanKarl17
208 Followers 4K Following
TricksMindJedi @LawyerMathTrick
33 Followers 1K Following
Dates N Soybeans @DatesNSoybeans
8 Followers 1K Following I cover Brasil and Middle East tech companies and geopolítics.
Andre Poremski 🛡�... @aporemski
298 Followers 2K Following
Zane @mightaswellmax
23 Followers 440 Following
Omer Faruk Yuksel @ofarukyuksel
131 Followers 1K Following
Mosquito Capital @MosquitoCapital
10K Followers 394 Following SRE, hype skeptic. Sometimes write at https://t.co/nHUJDS2Gex
Michael Snyder @SeattleWXGuy
25K Followers 204 Following Host of Pacific Northwest Weather Watch, California Weather Watch on YouTube
Def Mon @DefMon3
290K Followers 556 Following Support my work: https://t.co/08QF2RJJ56 I am not Tom Clancly.
Randy Small - Whatcom... @RandySmall
9K Followers 2K Following Weather pictures and stories from around the Pacific NW and the U.S. Includes my own weather photography from around the Pacific NW. Thankful for God's grace!
OSINTtechnical @Osinttechnical
1.6M Followers 921 Following PAI enjoyer, OSINT guy @hntrbrkmedia, my views/freezing cold takes are my own. For full disclosures, visit https://t.co/JOtQx4pI3e.
Scott Sistek @ScottSeattleWx
25K Followers 4K Following Seattle Meteorologist / Weather Journalist at Emerald City Weather Blog // Spokesperson for Seattle's rain fans. //Tweets my own.
Benjamin Jurkovich @BenJurkovichWX
6K Followers 1K Following I chase weather and follow Jesus. Opinions are my own.
Joe Weisenthal @TheStalwart
442K Followers 7K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
Putin is a Virus @PutinIsAVirus
12K Followers 1K Following Putin hater since before it was cool, passionate about #osint and trying to be active about it, also software, drones & pasta. Bluesky: @orbint.bsky.social
NWS Seattle @NWSSeattle
242K Followers 429 Following Official Twitter account for the National Weather Service Seattle. Details: https://t.co/yoQbjVwBSK
Ben Noll @BenNollWeather
93K Followers 173 Following Global weather writer and meteorologist for @washingtonpost | Weather and climate analysis and visuals | #HudsonValley snow days
Brad Lynch @SadlyItsBradley
68K Followers 418 Following spatial guinea pig | XR project manager @EOZ_VR | Business: [email protected]
Wccftech @wccftech
66K Followers 299 Following We bring you the latest from hardware, mobile tech, gaming and internet industries | Tip: [email protected]
TrendForce @trendforce
18K Followers 651 Following Founded in 2000, TrendForce is a global provider of market intelligence on technology industries based in Taipei. Also find us on https://t.co/FHEud9jhQd
Thomas Martin @ThomasM_geo
1K Followers 2K Following Currently supporting @unidata with accelerating ML workflows for earth system science. PhD from @coschoolofmines.
Gordo @GordoCDA
15K Followers 2K Following
Lentils @Lentils80
2K Followers 58 Following AI-generated Lentils Join https://t.co/nektADFNBS for AI leaks and news
Beth Stanton @beth_stanton
10K Followers 2K Following @business editor for US interest rates. Monitoring Treasuries, futures, TIPS since 1997. [email protected]. Opinions mine & @compostmaven’s.
SurrealMediaFacts @SurreMediaFacts
20K Followers 29 Following A home for all people who want to know sum' "Surreal media facts" Account ran by 5 and proofread by 5 people. Banner by @leandroprepucio
The Orbit Desk @TheOrbitDesk
10 Followers 79 Following Satellite intelligence for energy infrastructure — independent, specialist, on demand.
Max Weinbach @mweinbach
293K Followers 8K Following Analyst @creativestrat | Analyst and Market Research Firm | Typo ignorer Email: [email protected]
Institute for Justice @IJ
58K Followers 9K Following For 30 years, the Institute for Justice has come to the aid of real people fighting outrageous government abuse.
thebes @voooooogel
21K Followers 1K Following ꙮ there go the ships, and there is that leviathan ꙮ blog/art/fiction/games: https://t.co/aykxqKiXfu, llms @acsresearchorg ꙮ 💞💍📝 @holotopian, she/they 🏳️⚧️
Royen Capital ✈️�... @CaptainRoyen
2K Followers 753 Following Aviation+Travel+Tech+Investing+Sports+Liberia=Living the Dream Tweets NOT investment advice -Marcus
Glenn K. Lockwood @glennklockwood
7K Followers 315 Following Supercomputing enthusiast. Employed by @VAST_Data.
kokycpcb @pcbanalysis
6K Followers 73 Following Senior PCB Industry analyst in Taiwan. Specializes in PCB industry analysis and provides expert insights into market trends.
247AG @247dotAg
11K Followers 74 Following Assisting grain producers for over 2 decades in growing profits through common sense marketing strategies.
Karel Mercx @KarelMercx
36K Followers 2K Following Feb 2007 - present: Investment Specialist Beleggers Belangen | The 10 investments with the largest weighting in my investment portfolio https://t.co/uMsGnjuG8w
Marhelm @MarhelmData
26K Followers 192 Following Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors.
Ben Lim @benlimner
975 Followers 409 Following Building a cool flight tracker | 117k users in the last 90 days.
Giovanni Staunovo🛢 @staunovo
119K Followers 495 Following Commodity Analyst. #OOTT Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
LatentValue @latent_value7
6K Followers 985 Following My tweets/substacks shouldn't be used as investment advice. I speculate and infer often. Do your own diligence. Assume I own names I post about
Jazz Is Dead @jazzisdeadco
41K Followers 100 Following #jazzisdead concerts produced and programmed by @artdontsleep. Music recorded at @linearlabs composed and produced by @adrianyounge and @alishaheed.
PBF Comics @PBFcomics
102K Followers 1K Following Ancient webcomic dark arts by Nick G, often with Evan and/or Jordan Occasional comics in your inbox, free: https://t.co/yMKGyrR8OP
Topotoy Labs @topotoylabs
1K Followers 128 Following I enjoy pain. That is why I code simulation engines in C++/Vulkan. My blog: https://t.co/saxvDIgjmH
Kyle Conner @itskyleconner
57K Followers 73 Following Running @Out_of_Spec | Find me on your nearest mountain road
Andy Burnham @AndyBurnhamGM
603K Followers 3K Following Mayor of Greater Manchester (Labour & Co-operative)
beetle moses @beetlemoses
201K Followers 593 Following Preorder my debut book of comics! https://t.co/RaqOIxeGOa
BNO News @BNOFeed
312K Followers 11K Following Health-related updates. For other news, follow @BNONews and @BNODesk.
Art Berman @aeberman12
53K Followers 228 Following I am a geologist and writer doing energy-related work. Energy is the economy so that covers economics, environment, geopolitics , ecology & human behavior
The 4Chan Archives @blacknredtext
110K Followers 182 Following Archiving the best of 4chan, not just greentexts either. (DM submissions) posted =/= endorsed Discord: https://t.co/LoXwwf0Qgc
Nscale @nscale
2K Followers 16 Following Nscale is building the engine of superintelligence. We offer full-stack AI infrastructure to power the world’s most powerful systems, from ground to cloud.
Teng Yan @tengyanAI
46K Followers 7K Following Ex-doctor. I publish the AI infrastructure & supply chain intelligence you can't get anywhere else. building @tessara_ai
War Watch Intel @WarWatchIntel
1K Followers 359 Following Welcome to War Watch Intel, your home for exploring the captivating world of Open Source Intelligence (OSINT) and real-time monitoring!
Алексей @wxnod
1K Followers 57 Following
Grant Kot @kotsoft
8K Followers 1K Following Space demo: https://t.co/3QLe2D9tur https://t.co/yXZexJu4sf | https://t.co/kMG3IXVqDx | https://t.co/kOjtF6ewsJ Real-time physics
selina meyer’s wife @selinameyersgf
4K Followers 2K Following number one 11 time emmy winner julia louis-dreyfus defender. scarlet witch apologist. SOTM. meryl streep's attorney. taylor fan since ‘08. bad bitch enthusiast.
Irrational Analysis @insane_analyst
40K Followers 98 Following Engineering-Driven Investment Analysis
COKE❄️ @0xcoked
6K Followers 977 Following Mors ante dedecus https://t.co/Orm6FpcbDA - alpha for traders
J Utah @jutah99
547 Followers 184 Following Driving. 40+ countries, 800K YT subs, 220 million 'rides' so far. Subscribe, grab a coffee, and lets go for a drive.
Espen JD @Snixtp
655 Followers 724 Following Cyber Network Engineer | Codex enthusiast | Local AI | RTX Pro 6000 enjoyer
Beth Rigby @BethRigby
493K Followers 2K Following Political Editor, Presenter & Podcaster, Sky News. RTS Political Journalist of the Year 2023.🎙️Electoral Dysfunction podcast out every Friday🎙️
David Gruwier @DGruwier
2K Followers 544 Following Lookdev & Lighting artist, creator of Surface Imperfections.
East German Visuals @GDRvisuals
47K Followers 113 Following Documenting life in the former GDR. Also found at @YugoslavVisuals.
CHILLINT @CHILL_INT
104 Followers 6 Following
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