The beauty of Cathie Wood $ARKK (fossil fuel uber bear) eventually realizing that crypto, AI, and electric vehicles are all primarily powered by U.S. natural gas infrastructure... $AR $SWN $KMI $OKE $EPD $ET $ENB $WMB $TRGP $UNG $BOIL $KOLD

Nat gas powered electricity demand will create strong growth for the commodity. Midstream pipelines are getting some attention as an data center driven electricity growth play. Now the institutions have already bid up the C-Corp pipelines to high valuations relative to their own

$FTAI - BTIG Report 1/22/25 Some snippets from the BUY PT $190 report -CEO Joseph Adams says the report misconstrues FTAI's business and that the company is not engaging in improper accounting. Additionally, we note that FTAI's preliminary internal reviews have found no evidence

I was wondering why the online version of DeepSeek was so fast when I was running complex, unique queries (no way of it being cached in CDN). Turns out they are using HUAWEI CLOUDS hosted in Mexico. Will Trump threaten Mexico with even higher tariffs now?

Natural gas plant planned for Stargate AI data center campus - report #Midstream #natgas #pipelines $ET $TRGP $GEV $CAT datacenterdynamics.com/en/news/natura…

Dylan - SemiAnalysis said $NVDA next year revenue could double again based on what we're seeing with data center footprints built out across the US and the rest of the world.

#CPI for January surprised markets with a higher-than-expected print, but February data released yesterday suggests that this spike higher was a one-off instance to be faded. Indeed, the headline CPI gained a more modest 0.22% on a month-over-month basis and 2.82% year-over-year.

"Americans have not even begun to feel even an iota of the tariffs" -- David Woo "Wait until we get into June, when prices go up, or will be unavailable."

Van Hollen: "We shouldn't have to be here today. The First Amendment is crystal clear — the government may not use its power to squash political dissent. But that is what President Trump has been doing...using government power to crack down on dissent and go after his critics."

youtube.com/watch?v=XFqpOR…

Just a reminder that no matter how many podcasts, Twitter posts, or newsletters say so…China does not have a gold backed yuan.

Aggregate hours worked in the US private sector is down over the past three months. Productivity surge or a looming recession?

China’s new official data shows youth unemployment (ages 16–24) climbed to 18.9% in August - the highest since methodology changes in late 2023. But experts warn the real number may be far higher, as gig work and discouraged jobseekers are excluded. The gap between official stats

Where does the S&P 500 $SPX end 2025?

MUST WATCH FOR EVERYONE IN THE STOCK MARKET! Retail investors will always be misled by hedge-fund billionaires. $IONQ, $RGTI, $OKLO, $JOBY, $IREN , $LAES , $BTC , $BTQ , $JOBY , $OPEN , $META , $NVDA , $GOOG This is why you should never rely on CNBC hedge-fund billionaires

I admit both parties are completely out of touch with the avg American...we need a 3rd party Tired of high grocery prices? Sell your home, find a job, buy a new home. Magic! Now grocery bill is $10 less. Forget that incomes are higher in other states

Oh no 😵‍💫🤣

MIT study finds AI can already replace 11.7% of U.S. workforce cnbc.com/2025/11/26/mit…

Hot bad takes abound on this positive, long-time coming development. Thinking fast crew: “the Fed’s balance sheet is now going to grow - strap on, strap in”. As with everything to do with the plumbing, it’s more complicated & more nuanced than people might think. Many moving