
david morrison 🇺🇦
12.1K posts

david morrison 🇺🇦
@dcm50
healthcare nerd, photographer , former policy on pandemic influenza policy
london uk Se unió Şubat 2009
5.2K Siguiendo839 Seguidores
david morrison 🇺🇦 retuiteado

Researchers show TMPRSS2 cuts the SARS-CoV-2 spike only after it shifts shape, triggering membrane fusion and entry, while antibodies that block this cut can stop infection and inspire vaccine design.
nature.com/articles/s4159…
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@AlexLuck9 makes one long for the stability in HR policies of Stalin's armies
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Funnily enough, for a moment I thought they are talking about the US DoD. 🙃
Shashank Joshi@shashj
"More than half of the military’s top 176 leadership positions have been affected by the purges, leaving critical posts like the Southern Theater Command sitting vacant for months. This command vacuum has demonstrably degraded readiness" warontherocks.com/the-mountainto…
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@LXSummer1 How do you manage to keep up to date on all the fires? Multiple spreadsheet s??
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david morrison 🇺🇦 retuiteado

America’s special relationship is ‘probably Israel’, says UK ambassador to US ft.trib.al/cDNNmjU
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@Dr_TheHistories Most probably on Kodachrome as well. Makes those reds pop
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A vibrant moment in rural Rajasthan, India, likely during the 1980s... 🇮🇳
A family or group of individuals are taking a tea break at a small outdoor establishment. The men are wearing colorful turbans, a distinct cultural marker of the region.
This scene is characteristic of work by renowned documentary photographers capturing Indian life during that era.
© Reddit
#drthehistories

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david morrison 🇺🇦 retuiteado
david morrison 🇺🇦 retuiteado
david morrison 🇺🇦 retuiteado

@Gerashchenko_en "largest man-made disaster in human history." so far. Homer Simpson
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david morrison 🇺🇦 retuiteado

Jeffrey Stephaniuk's Chornobyl Dictionary was prepared for a short course on the nuclear disaster and published on the occasion of a speaking tour by the editor of Ukraine's ecological newspaper Zelenyi Svit.
It is a reference — alphabetical, precise, sourced, covering everything from the technical sequence of the explosion to the names of officials who lied, the villages that weren't evacuated.
It also includes the doctors who were silenced and the radiation norms that were quietly raised so fewer people would have to be moved.
What makes it remarkable is what it preserves: the texture of institutional denial in real time
euromaidanpress.com/2015/04/27/the…

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david morrison 🇺🇦 retuiteado

A mystery moneyman's donations could carry Nigel Farage to power. He lives in Thailand and is “intensely private”. I’ve spent months investigating who he is, what he wants and his crypto fortune. Here, for the first time, is the story of Chris Harborne theguardian.com/politics/2026/…
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david morrison 🇺🇦 retuiteado

THE INSPECTOR WHO INSPECTED TOO HONESTLY
Dr Shyam Kumar @ukorthopod is an orthopaedic surgeon. A good one. Unblemished record. So the Care Quality Commission (@CareQualityComm) recruited him as a part-time inspector to help hold NHS hospitals to account.
He took the job seriously. Too seriously, it turns out.
Between 2015 and 2019 he raised concerns about botched hospital inspections, a bullying culture inside the CQC itself, and a surgeon at Morecambe Bay whose hip replacement on an elderly patient left her unable to walk.
He asked the CQC to review that surgeon's cases. He was told the trust did not want to do so for reputational reasons.
A Royal College of Surgeons review later found problems with 26 out of 46 of that surgeon's operations.
The CQC's response to Kumar? They called his concerns fanciful. They dug for dirt on him. Then they sacked him.
In September 2022 a Manchester Employment Tribunal ruled he had been unfairly dismissed.
The tribunal found his safety disclosures had directly influenced the decision to get rid of him. The judgment noted that CQC officials spent their energy gunning him down rather than focusing on patient safety.
He was awarded £23,000 for injury to feelings.
Not damages for a ruined career. Not accountability for the officials who ran the smear operation. Just £23,000 and a declaration.
The CQC issued a statement saying it had learnt from the case and improved its processes. A decade earlier it said exactly the same thing after the Mid Staffordshire Public Inquiry found it had victimised its own whistleblowers then too.
The system that was built to protect patients ran a seven-year campaign against the man raising the alarm.
Then it said sorry and carried on.
Source: @BBCNews, The Guardian, BMJ, Westminster Confidential (@davidhencke)

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david morrison 🇺🇦 retuiteado

Almost half of UK hospitals are reportedly deploying advanced practitioners to cover gaps in doctors’ rotas.
That should raise serious questions about NHS workforce planning.
This is not about individual staff. It is about how roles are being used within an increasingly stretched system.
The problem is doctor substitution being normalised as a workforce workaround.
Nearly 40,000 doctors applied for around 10,000 NHS speciality training jobs in 2025. Thousands of future GPs and Consultants turned away due to Government caps.
And instead of fixing that bottleneck, Wes Streeting and Keir Starmer cut 1,000 extra specialist training posts from the NHS pipeline.
Doctors are being blocked from training while hospitals are actively trying to cover doctor rota gaps.
That is not good workforce planning.
Patients and staff deserve properly staffed medical teams, not substitution dressed up as a solution.
theguardian.com/society/2026/a…
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david morrison 🇺🇦 retuiteado

“When you can buy your way out of any mistake, when you can fire anyone who disagrees with you, when your social circle consists entirely of people who need something from you, the basic mechanism by which humans learn that other people are real goes dark” theatlantic.com/magazine/2026/…
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david morrison 🇺🇦 retuiteado

Last night was the biggest disaster in the history of Tesla.
Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice:
Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD."
He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation.
Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done.
BUT IT DIDN'T
Those promises are now officially broken.
The solution is a "discounted trade-in" toward a new car with Hardware 4.
Not a refund or a free upgrade...
A discount on buying ANOTHER Tesla.
Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS.
But that's not even the worst part.
Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety.
What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe.
How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake.
Now let's talk about the numbers everyone is celebrating:
Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right?
WRONG
Dig into the actual filing:
The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs."
They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation.
GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap.
Let me put that in perspective:
3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings.
All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet...
3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year.
So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion.
The math doesn't work.
They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares.
The core auto business is literally deteriorating in real time:
Tesla delivered 358,000 vehicles in Q1 (missed estimates again).
They produced 408,000. That's 50,000 cars sitting on lots that nobody bought.
Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year.
Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline.
And here's what really kills the bull case...
The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it:
Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation.
That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion.
And Waymo is YEARS ahead of Tesla in actual deployment.
Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15.
Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not.
The stock is $387.
So what exactly are you paying for?
You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone.
I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981.
And I am telling you:
Tesla at $387 is one of the most egregious mispricings I have seen in my entire career.
THE CRASH WILL BE EPIC
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david morrison 🇺🇦 retuiteado

33.5 Million Children Are Breathing Failing Air. The EPA Just Stopped Counting Them.
The American Lung Association's 2026 report shows air quality is worsening across the country — driven by wildfire smoke and EPA rollbacks that have removed children's health from the regulatory math.
Read & subscribe (for free!) celinegounder.com/p/us-air-quali…
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david morrison 🇺🇦 retuiteado

@CVRHutchinson @LuisMatheu6 @CVRinfo @roslininstitute @Pirbright_Inst @APHAgovuk We don't normally produce antibodies against our food, so hard to imagine that ingestion of H5N1 will generate antibodies (more likely to produce anergic *tolerance*?), but cows as factories for INJECTABLE vaccines sounds like it might have some (unconventional) mileage?
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@elnathan_john do you have any friends interested in pre colonial Africancivilsatios? this paper is gaining a lot off attention science.org/doi/10.1126/sc…
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