“Language is the easy problem that looks hard to humans.”

Summer internship opportunity at Jane Street for anyone wanting to go into trading. $300k base: janestreet.com/join-jane-stre…

Useful real-time dashboard for monitoring the situation in Iran: signalcockpit.com

Qatar's LNG halt today threatens 21% of global helium supply. Helium is non-substitutable in chip fabrication. This is a direct input shock to China's semiconductor independence drive and to global AI supply chains. The US controls 51% of remaining reserves. Pricing power...

Charting a natural gas tanker across the Atlantic is now $200k per day! #natgas seekingalpha.com/news/4559923-l…

FWIW, $RCHN shipped ~8.3 tons of computing components to Tenstorrent AI in Nov-Dec 2025.

Blessed are the peacemakers, not the boastful war-starters.

Iowa farmer: We've had this huge jump in fertilizer prices because of this conflict. With 30% of fertilizer coming through the Strait or Hormuz, we've only been in conflict for 12 days here, and our fertilizer costs have jumped 77%.

JP Morgan said it will likely (my interpretation) be demanding more collateral for their loans to Private Credit. That means JP Morgan believes the collateral values are down from the loan origination date.

No sales. No mark to market. No comps.

#InfoArb alert, earlier today, from Geoinvesting premium: 🚨 $DUOT names $TSSI as an M&A target in their latest 2026 investor deck. Is this connecting the dots on partnerships and JV commentary on yesterday’s Q4 TSSI earnings call?  On their Q4 earnings call this week, $TSSI's

I think $TSSI is a steal down here under $11. Couple highlights from the CEO on earnings call: “We began 2026 with an internal forecast based on near-term visible deals in our pipeline, driven by our customers' pipelines, and already we are seeing volume forecasts surpassing our

Fallout from the $SMCI scandal likely means more biz for $DELL, which means more biz for $TSSI. Both gapping up this morning.

$TSSI posted 4 new job openings within the last two days. “HR coordinator” would imply even more hiring in the future:

Millennials have a duty to kick all boomers out of all elected office We’re sick of being governed by geriatrics It’s time for the next generation to rule

“They killed my mother — and before that, my brother. I urge everyone: do not go to the American aid distribution points soaked in blood. This bag only contains 2 empty flour sacks — nothing else — & yet they shot & killed my mother as she tried to get us something to eat today.”

Ecolab / CoolIT acquisition is interesting. Smaller scale, but watching for some spillover into $RCHN and possibly $TGEN