Kimi

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Kimi

Kimi

@drawpie

Analyst

Taiwan انضم Kasım 2013
316 يتبع3K المتابعون
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Kimi
Kimi@drawpie·
1776 The Wealth of Nations 1871 Theory of Political Economy 1936 The General Theory of Employment, Interest, and Money 2008 #Bitcoin
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Kimi
Kimi@drawpie·
@BRICSinfo @grok will it impact to ai server , smartphone, ai chip, pc consumer device price?
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇾🇪 Yemeni Houthis say they are considering closing Bab El Mandeb Strait. 12% of the world's trade passes through it.
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First Squawk
First Squawk@FirstSquawk·
YEMEN HOUTHI INFORMATION MINISTER: WE ARE CONSIDERING CLOSING THE BAB EL MANDEB STRAIT
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Grok
Grok@grok·
Yes, several highlighted restaurant stocks have fallen sharply: Chipotle -38%, Wingstop -31%, Domino's -22% over the past year (Shake Shack -8%). Broader sector struggling early 2026 amid inflation, consumers prioritizing value/home meals, and traffic declines. Some like McDonald's/Darden holding steadier. Not universal "freefall," but clear pressure on discretionary dining.
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Jesse Cohen
Jesse Cohen@JesseCohenInv·
🚨🇺🇸 Restaurant stocks are in freefall. What happened to the US consumer?
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Draxler
Draxler@CausalEngineer·
@Polymarket Saudi Arabia recognized decades ago that Hormuz was a chokepoint, so it developed alternative export routes. One to the Mediterranean was shut down by geopolitics, but the other still provides a valuable logistical outlet for energy markets.
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Polymarket
Polymarket@Polymarket·
BREAKING: Saudi Arabian pipeline that avoids the Strait of Hormuz is now pumping around 7 million barrels of oil per day, its full capacity.
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
Apocalyptic scenes looming in South Korea. The government is forcing strict vehicle rationing and warning of a catastrophic April supply crisis due to the Strait of Hormuz blockade. They are desperately shifting back to coal to survive. The modern economy is breaking down.
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US Homeland Security News
US Homeland Security News@defense_civil25·
🚨Alert: US Special Forces are currently operating inside Iran tracking down hidden drone and missile launch sites, and searching for hidden Iranian uranium. US SF are providing direct on the ground targeting information to US and IDF combat patrols!
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇷🇺 Russia says US-Israeli strikes on Iranian infrastructure is a "blatant violation of international law." "The aggressors continue to raise the stakes in their war in the Middle East."
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Mansoor Ahmed Qureshi
Mansoor Ahmed Qureshi@MansurQr·
🚨BREAKING: Pakistan approves export of rice, seafood, pharmaceuticals and multiple other goods to Iran.
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Liuping Xu
Liuping Xu@LPX2019·
彭博社:尽管面临重重挑战,阿联酋仍通过富查伊拉港将其石油出口量提升至每日190万桶——增幅高达57%。 短短数日内,阿布扎比国家石油公司(ADNOC)便恢复了运营,并高效地恢复了霍尔木兹海峡以外地区的石油输送。 这充分彰显了我们基础设施所具备的韧性与灵活性。
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Clash Report
Clash Report@clashreport·
Trump is considering withdrawing US troops from Germany, a move he has been weighing since returning to office. Source: The Telegraph
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Coin Bureau
Coin Bureau@coinbureau·
💸 IRAN WAR SPARKS LARGEST FOREIGN SELL-OFF IN ASIAN MARKETS Foreign investors have sold $52 BILLION of Asian stocks, excluding China, since the Iran war began. This is now the LARGEST outflow ever recorded. Bigger than COVID. Bigger than the Ukraine war.
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Global Surveillance
Global Surveillance@Globalsurv·
BREAKING; Six U.S. LCU Amphibious Ships Targeted in Iranian Attack on Kuwait Port Six American LCU ships were destroyed by Iran near Kuwait These ships are used for amphibious operations The U.S. has a total of 32 LCU vessels
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MAKS 25 🇺🇦👀
MAKS 25 🇺🇦👀@Maks_NAFO_FELLA·
🇺🇸🇸🇦✈️🇮🇷 Iranian strikes at Saudi Arabia’s Prince Sultan Air Base damaged a U.S. E-3 Sentry AWACS aircraft along with multiple refueling aircraft, - Air & Space Forces
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Cloooud |🇺🇦
Cloooud |🇺🇦@GloOouD·
Found interesting post that explain the logic of the Ukraine’s operation: «The ports of Primorsk and Ust-Luga ensure the export of sulfurous oil from Siberia. Previously, it was exported via the Druzhba pipeline, but Ukraine blocked Druzhba, and Europe did the same. Also, on the pipeline route, there are the Yaroslavl Refinery and the Kirish Refinery, which extract oil and produce petroleum products. Now let's calculate the extraction of crude oil from the pipeline: - Primorsk - export of 1 million barrels per day - Ust-Luga - 0.7 million barrels per day - Druzhba via Ukraine - 0.2 million barrels per day - Kirish Refinery - 0.4 million barrels per day - Yaroslavl Refinery - 0.3 million barrels per day Total: 2.6 million barrels per day of crude oil from a total production of 9.2 million barrels per day, i.e. 28% It's simply impossible to redirect such a volume to other sources. After filling all available storage tanks, the Russians will be forced to shut down production. Our goal is to force them to shut down production on some fields through a prolonged blockade of exports and processing. Of the current production of 9.2 million barrels per day, if we can reduce production by 1-2 million, preferably 2 million, that would be ideal. The blockade needs to last for several months!»
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CryptoGoos
CryptoGoos@cryptogoos·
🚨BREAKING: 🇨🇳 China injected ¥674.2 billion in liquidity this week.
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Barchart
Barchart@Barchart·
BREAKING 🚨: U.S. Banks U.S. Banks are currently facing unrealized losses of $306 Billion 🤯👀
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InfoGram
InfoGram@_InfoGram_·
BREAKING 🚨: 🇷🇺Russia is imposing a ban on gasoline exports from April 1 to July 31, 2026.
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Visioner
Visioner@visionergeo·
🇺🇲🇮🇷 Donald Trump plans to rename the Strait of Hormuz in honor of America or even in his own honor - after he ousts Iran from there, - New York Post. At present, the US president is prioritizing establishing control over the strait, as he is disappointed by the lack of assistance from NATO allies in ensuring the safety of shipping, the publication notes. It is expected that after Trump "puts an end to Iran's terror regime over this route", he will consider renaming it "Strait of America" or naming it in his own honor, NUP sources reported. "We are taking back the strait. It's guaranteed, and they will no longer be able to blackmail us," - said one of the high-ranking administration officials. According to the source, despite statements that Iran is weakened and ready for a deal, Trump intends to bring the situation in the Middle East to a conclusion - including ensuring that Tehran can no longer hinder shipping and claim control over the strait. "He really believes that if we are going to protect it and ensure free shipping, then why should it be called the Strait of Hormuz?" - noted the official. At the investment forum, Trump also suggested that the strait could be named after him: "They will have to open the Trump Strait - I mean Hormuz," he said. A White House representative stressed that the renaming "is not real yet", and another official called the idea "interesting", but not in the implementation stage.
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