Independent thinking for complex markets and current events
Urenco announced plans to increase uranium enrichment capacity at its New Mexico facility by nearly 50%, significantly expanding the only commercial-scale uranium enrichment plant currently operating in the United States. The expansion is being driven by rising demand for nuclear fuel, growing interest in new reactor construction, and efforts to replace Russian nuclear fuel services …
If space X is overvalued then RKLB is 5x worst. “Rklb is sitting at 81b market cap as of this morning. 81b… with negative income. They have roughly by my calcs 600x less payload to orbit than spacex… Yet the company is valued at 20x less than space X if space X is 1.5t to …
The AI-driven data center boom has officially hit the household wallet, and the 267% figure is the smoking gun. This isn’t a national average, it’s a localized shock hitting “data center alleys” across 13 states. While the tech giants are pulling gigawatts to power LLMs, residential users are effectively subsidizing the grid upgrades required to …
NO AI SLOP! The data below is accurate, and I did my own research via Google Finance. Looks like the stocks were very hot last year, but it’s cooling down a little, y’all still holding or? Ticker Company Name Market Cap YTD Performance 1-Year Performance APLD Applied Digital $9.62B +19,78% +614,86% CORZ Core Scientific $6.66B …
A 31-year-old guy just charged a Secret Service checkpoint with a long gun and knives.. He almost made it into the ballroom at the White House correspondents’ dinner.. Trump was rushed out while people were still eating their first course.. He just stood in the White House and promised this wouldn’t stop the war in …
And yet, manufacturing jobs are still in freefall. h/t Dyn-O-mite_Rocketeer
Singapore is planning to expand its gold storage capacity, positioning itself as a key custodian of bullion for foreign central banks. It’s also developing “gold-related capital market products to promote price discovery and build liquidity” Big news… — Gold Telegraph ⚡ (@GoldTelegraph_) March 27, 2026 BREAKING: Russia just sold physical gold from its central bank …
🚨 BREAKING 🇺🇸 TRUMP TO URGENTLY IMPOSE "NEW" TARIFFS ON 16 COUNTRIES. THE U.S. JUST OFFICIALLY LAUNCHED A SECTION 301 TRADE INVESTIGATION TO RESTORE 25% TARIFFS. THIS DOESN'T LOOK GOOD FOR MARKETS… pic.twitter.com/KGCwk5ZAfP — 0xNobler (@CryptoNobler) March 12, 2026 On March 11, 2026, the United States Trade Representative (USTR) officially initiated Section 301 investigations into …
This is huge! Expect other Middle Eastern countries to begin doing the same! BREAKING: Qatar is set to fully shut natural gas liquefaction today, two sources close to the matter say. Restarting natural gas liquefaction after a complete shutdown would take 2 weeks. Once restarted, Qatar would need at least another 2 weeks to reach …
Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the Supply Well, the ongoing AI supercycle has disrupted supply chains, and we have talked about …
pic.twitter.com/FbwtaJJXrO — Kenny Wayne (@TnMountain) January 30, 2026 Abby Phillip blames Greg Abbott for sending illegals to blue cities. Abby Phillip thinks Gov Abbott should have left all the illegals in Texaspic.twitter.com/NarRWCmRpn — Citizen Free Press (@CitizenFreePres) January 30, 2026
BREAKING: FAA announces 10% reduction in airline traffic in 40 markets to maintain safety during ongoing government shutdown – AP — Breaking911 (@Breaking911) November 5, 2025 The U.S. Department of Transportation and Federal Aviation Administration (FAA) have announced a 10% reduction in scheduled air traffic from at least 40 major airport across the United States, …
https://twitter.com/Minutes_ae/status/1973755096820326611 Ukraine’s new strategy of targeting oil refineries is taking its toll on Russia’s economy, dramatically cutting its refining capacity as the government seeks to balance massive military spending with falling revenue. Citing data from Seala, a Russian energy markets analysis agency, the Russian business daily RBC reported that nearly 40 percent of the country’s …
🚨 BREAKING: Iran is reportedly preparing to deploy its Khorramshahr ballistic missiles in potential strikes against Israel, according to Iranian media. Each Khorramshahr missile can carry a single large warhead or multiple submunitions (up to 80 bomblets), enabling wide-area… pic.twitter.com/ONHAg9OIOQ — Defence Index (@Defence_Index) June 14, 2025 🚨🇮🇷BREAKING: IRAN LAUNCHES “TRUE PROMISE 3” – A …
Tell me again about that “Soft Landing” – how the Economy is getting stronger…. US Capacity Utilization is declining – currently at 76.8%. So… why would businesses be hiring people with this capacity utilization? Tell me again about that "Soft Landing" – how the Economy is getting stronger…. US Capacity Utilization is declining – currently …
Trump plans to purge the Pentagon. How will they respond? Can our armed forces survive another presidency similar to Biden’s? Just a reminder: Biden said the greatest threat to our security isn’t terrorism, nuclear Iran, North Korea or China or Russia, but “White supremacy.” https://thehill.com/policy/defense/4989432-trump-defense-military-shakeup/ https://www.washingtontimes.com/news/2023/may/26/bidens-new-woke-armed-forces-are-ready-to-fight-us/ h/t Reasonable_Mess_3327
TL;DR: Phillips 66 announced it will close its Los Angeles-area refinery by 2025. The closure follows new California regulations aimed at preventing gas price spikes. The refinery accounts for 8% of California’s refining capacity. Phillips 66 plans to repurpose the 650-acre site with real estate development firms. Around 600 employees and 300 contractors will be …
We need to get Trump in office so he can unlock all the new map. h/t Electrical_Door7196
Bipartisan ‘Ships for America Act’ Building Support in Congress, Say Sponsors. A comprehensive bill to restore U.S. shipbuilding capacity, build back its shipyard workforce and crew those ships with American mariners will soon be introduced in both houses of Congress with strong bipartisan support, the chair of the Senate Armed Services Airland subcommittee said Wednesday. …
Joe Biden has been the worst President in my lifetime and Kamala Harris has been right there with him every step of the way. Over the last four years she co-signed Biden's open border and green scam policies that drove up the cost of housing and groceries. She owns all of these… — JD Vance …
DEVELOPING: The Texas National Guard Has Managed Seal The Border in Only A Matter of Days This is proof that politicians in both parties have the ability to stop it immediately, but are choosing not to! 💥🔥THIS IS WHAT MAKE AMERICA A GREAT NATION “Texas National Guard has arrived at a MAJOR illegal crossing point …
BREAKING NEWS RED SEA ATTACKS THREATEN TO CUT GLOBAL SHIPPING CAPACITY 20% 20%. Supply chains… — Gold Telegraph ⚡ (@GoldTelegraph_) December 23, 2023 “NEW YORK — The series of ship attacks by Iran-backed Houthi rebels in the Red Sea could curtail global shipping capacity by 20%, according to experts, in a fresh blow to supply …
BofA HTM losses soar to $131.6 billion, up $26 billion in Q3 and the highest on record. pic.twitter.com/XiKXqjQW53 — zerohedge (@zerohedge) October 17, 2023 NEW: The significant decline in 🇺🇸 US bonds results in US banks facing an almost record-breaking unrealized loss of ~$600 billion 😮 pic.twitter.com/xjhkQdEU19 — Bitcoin News (@BitcoinNewsCom) September 30, 2023
China’s shipbuilding capacity is 232 times greater than the US, per leaked US Navy intelligence. A leaked US Navy briefing slide with the information circulated online in July, per The War Zone, an online newsletter. The slide was titled “PLAN vs. USN Naval Force Laydown,” and appeared to be marked “unclassified.” According to the data …
via Mike Shedlock: Refineries are closing due to environmental pressure. However, the public does not want EVs and the demand for diesel and jet fuel is on the rise. Refining Bottleneck Bloomberg reports A Crunch in Key Corner of Oil Market Leaves Consumers Vulnerable to Heat and War. Oil demand growth has outpaced the increase in …
"I recently applied for food stamps because I get paid monthly, and sometimes I don't even make it paycheck to paycheck."🔊 Americans are struggling but the problem keeps being ignored.🚨🚨🚨 We are gradually losing the middle class and could descend into a country with the… pic.twitter.com/HqcYMTRKHN — Wall Street Mav (@WallStreetMav) August 30, 2023 They …
People are moving money from banks to money market funds due to high interest rates This means banks will have less money to lend and they will be more careful with who they lend to pic.twitter.com/jmdzNAqR56 — Bravos Research (@bravosresearch) August 4, 2023 Capital Economics predicts 40% decline in commercial real estate values. Commercial real …
