Good morning: youtu.be/UbmBZR5aoRY?si… 🚨👀

$CENX > “New surge of interest” in Hawesville 500 MW facility (would’ve preferred a deal announced) > Got $75m Sec45X credit > Spot EBITDA in Q4 increases $45-220m! > Supreme Court tariff case not applicable to aluminum Sec 232

Nonsense move. The great people of these United States of America do not need to be governed!

Generalized immunomodulator 👀 $NKTR

This would pretty much guarantee a SCOTUS date focused on the basic issue of whether the CFTC has jurisdiction here at all $DKNG. When it’s all said and done either we have nationwide legalized sports betting or Kalshi and Polymarket are ☠️ for sports.

For my tariff homies, the one-way ratchet problem (Congress can't get back this power once delegated) and the donut hole problem (why would Congress delegate a great power (to ban) but not the lesser (to tax)) are ways of reading an ambiguous text: IEEPA's "regulate" language).

Lots of confusion over which N.A. metal producers will be affected by SCOTUS ruling against IEEPA. Canada/U.S. metals tariffs are 232, not IEEPA. Century Aluminum $CENX - 232 beneficiary, will continue to benefit. Algoma Steel $ASTL - 232 loser, no relief incoming.

BREAKING President Trump has granted a pardon to a slew of Trump world figures, including Rudy Giuliani, Mark Meadows, and Sidney Powell, for their efforts to overturn the 2020 election.

$THS to be acq by Investindustrial for $2.9B EV • $22.50/shr in cash plus CVR, 38% prem to Sept 26 close • $1.2B equity value • CVR tied to ongoing antitrust litigation vs KGM (est damages $719M-$1.5B pre-trebling) • Exp close Q1 '26 PR: urlu.xyz/e5b8ae9c

$ths 🫡. Now to figure out this CVR 🤔

Apparently meme assets were desperate for government 🤔

So $SOC buys itself another ~6 - 10 months but if the mooted capital requirements for OST are accurate still massively risky. All in bet on pulling out the legal case for a pipeline?

Trump will always embarrass the🤡 that think he has some kind of grand plan or governing philosophy. He is highly susceptible to manipulation through flattery and bribery. He just spent time w/ Xi who was surely coached on this.

"In the near term, I believe EV adoption will now only be about five percent of the U.S. market, but this is going to grow especially for affordable EV vehicles." Ford CEO Jim Farley Says EVs Will Be Small Part Of U.S. Market share.google/6AYMC9FWsywNCF…

2025 is the year that value investors buy saas while growth investors buy european electrification co at only 8x EBITDA but capex is 100% of revenue

Seems like a homerun for the "just approve it" crowd ? $QURE

It appears the WSJ is suggesting that these internal investigators at FHFA were fired for whistleblowing Pulte misdeeds on accessing records of political opponents of Trump. Say it ain’t so! wsj.com/finance/regula…

It's 2025. Media savvy dictators and war criminals are sooo in vogue.

$BILL for sale! The company grew revenues 10x during this period: