H-1B DATA MEGA-THREAD 🧵 I downloaded five years of H-1B data from the US DOL website (4M+ records) and spent the day crunching data. I went into this with an open mind, but, to be honest, I'm now *extremely* skeptical of how this program works. Here's what I found 👇

Do you know who bids PV0 for assets that they truly believe in? Autry Stephens, Aubrey McClendon, Harold Hamm, Bob Simpson, Scott Sheffield, Floyd Wilson, Tim Leach, Travis Stice, Mack Chase, Bud Brigham, Bryan Sheffield, Cody Campbell, John Sellers, Mike Wichterich,

Q: How do you know someone does not know mathematics? A: They are focused on beating China/India in math rather than France. Q: How do you know if they don’t understand labor markets? A: They claim we need “The best and the brightest!” when it’s actually a *value* competition.

Universal Basic Sushis! BAP proven prescient again Bronze Age Pervert x.com/doctortro/stat…

Lafayette Lee he's trolling Bibi because Bibi supported Biden when the 2020 election was stolen

Making ancient carvings come alive…

I just figured out why Bill Ackman was enthusiastically encouraging a market crash in 2020 but is hysterically against it in 2025 He was short, now he’s long

"Make the sock"

<10% for sure (& maybe <5%) of total booked oily drilling locations are >25% IRR at $55 oil under impending cost structure changes Back to DUCs for maintenance for now

New England Supremacy

RECESSION: Just saw a COMPLETELY EMPTY Chic-fil-a drive through.... something you'd NEVER see in a healthy economy. Thanks a lot Don.

Mute Sniper Which is why the IDF should not have given Hamas the fight Hamas prepared for. IDF was given the option to flood all the Gaza tunnels provided by the best horizontal drilling experts from Texas combined with 12,000HP turbine driven pumps. But the IDF rejected this offer and still

Lot of talk about inflation adj oil prices being super low. “$60 WTI is close to $45 in 2018”. Which makes drilling today “dumb”. Summary: Disagree. Well Econs at $60 today are more economic than $60 in 2018, even when adjusting for inflation. $60 today for the industry is

Dallas: Anti-ICE protestor forgets how to spell “TRUMP” while tagging the Margaret Hunt Hill bridge.

Gary Busey had the answer to the middle east figured out 20+ years ago--

This is the best teaser I’ve ever seen