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@AgitatorPro

Katılım Kasım 2016
55 Takip Edilen43 Takipçiler
Sabitlenmiş Tweet
Truth
Truth@AgitatorPro·
@SpaceKestrel "I can excuse the racism, pedophilia and him making fun of trayvon Martin's death, but this hashtag crosses the line"
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Ambitious Llama🦙
Ambitious Llama🦙@MusingsofAwe·
The entire world is about to beg China for their "overcapacity" to build & rebuild all kinds of energy infrastructure components. There is about to be a massive technology transfer to China in the fields of energy & chemicals.
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EyeOfZion
EyeOfZion@NowMZeus·
@ripplebrain Very normal to blame the jews when Muslims attack. Very reasoble as well.
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Amerikanets 📉
Amerikanets 📉@ripplebrain·
"If you thought putting all our semiconductor manufacturing just 80 miles off the coast of our chief geopolitical rival's mainland was crazy, allow me to introduce centralizing tech and finance in a country that starts a war on its own borders once a year and gets hit with an MRBM every 6 to 8 hours"
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

> They will also suffer economically but think it's worth it. not necessarily. Israel can become a safe haven for capital (regionally or even globally), and gain bigly. Not to mention the degradation of their enemies reduces risk. TYSE is still doing great! time to invest

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Bubba
Bubba@AConfidenceGame·
@FirstSquawk Good thing winter is past in the EU.
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First Squawk
First Squawk@FirstSquawk·
RUSSIA’S ENERGY MINISTRY: FUEL EXPORT BAN MAY BE INTRODUCED PREVENTIVELY IN CASE OF HIGH PRICES
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Truth
Truth@AgitatorPro·
@Reuters Well yeah 2027 was always the number used solely to pump defense spending
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Jonathan Cab
Jonathan Cab@shadowcrewtroll·
@balajis You are ignoring the cost of letting Iran acquire a nuclear weapon. You act as if that is no biggie.
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Balaji
Balaji@balajis·
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
Balaji tweet media
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OK Then
OK Then@okaythenfuture·
Balaji’s read on COVID in Jan 2020 was legendary, And this take on the ramifications of the Ramadan War will age just as well. As I said, an unnecessary and pointless war, But one that seems destined to fully usher in the Chinese superpower era.
Balaji@balajis

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

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CyberTruck Owner
CyberTruck Owner@dividendgrowth1·
@basedjensen East Asia is actually fine: Taiwan, the most dependent one, can bridge the gap by switching to coal and importing more U.S. LNG Japan and South Korea are in even better shape
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World Insights
World Insights@World_Insights1·
DAY 19 👇 IRAN MISSILE & DRONE LAUNCHES: 🚀 BALLISTIC MISSILES: 🔴 Day 1 — 350 🔴 Day 2 — 175 🔴 Day 3 — 120 🔴 Day 4 — 50 🔴 Day 5 — 40 🔴 Day 6 — 32 🔴 Day 7 — 28 🔴 Day 8 — 15 🔴 Day 9 — 21 🔴 Day 10 — 18 🔴 Day 11 — 24 🔴 Day 12 — 14 🔴 Day 13 — 11 🔴 Day 14 — 16 🔴 Day 15 — 12 🔴 Day 16 — 19 🔴 Day 17 — 23 🔴 Day 18 — 45 🔴 Day 19 — 65 🛸 DRONE SWARMS: 🟢 Day 1 — 294 🟢 Day 2 — 541 🟢 Day 3 — 200 🟢 Day 4 — 85 🟢 Day 5 — 45 🟢 Day 6 — 38 🟢 Day 7 — 30 🟢 Day 8 — 12 🟢 Day 9 — 134 🟢 Day 10 — 112 🟢 Day 11 — 95 🟢 Day 12 — 82 🟢 Day 13 — 64 🟢 Day 14 — 78 🟢 Day 15 — 105 🟢 Day 16 — 122 🟢 Day 17 — 146 🟢 Day 18 — 180 🟢 Day 19 — 240 👉 Day 19 marks a massive retaliatory surge following the assassination of Iran's Intelligence Minister. Cluster munitions were used against Tel Aviv, while "revenge" waves targeted the Jubail Petrochemical Complex in Saudi Arabia and the Al Hasan Gas Field in the UAE.
World Insights tweet mediaWorld Insights tweet media
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Truth
Truth@AgitatorPro·
@maverick_oi @tysonbrody Yeah bro why don't Iran just go to the negotiation table. Not like that ever backfired
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Yair
Yair@maverick_oi·
@tysonbrody Iran still has the option to climb down if it's willing to give up Uranium enrichment entirely _and_ stop closing Hormuz. Or it can continue a losing war and end up looking like Syria in the last year of Assad's rule (one of Assad's biggest problems was no controlling the oil).
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Truth
Truth@AgitatorPro·
@cirnosad So there goes Iran and Qatar
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Korobochka (コロボ) 🇦🇺✝️
Final report for tonight. QatarGas's Pearl GTL (Gas to liquid) complex is on fire, so it is quite likely that its ASU (Air separator unit) has been destroyed. These units are extremely expensive and are manufactured in Italy by Linde and SIAD Macchine Impianti. They cost about a billion dollars at current inflation rates per unit (when the site was built $400 million) and the manufacturing time takes 3-4 years. Pearl contained 8 units. Goodnight oomfies.
Thomas Keith@iwasnevrhere_

FIRMS data show multiple active thermal anomalies across Ras Laffan’s industrial zone, confirming large-scale fires are ongoing, with indications that the Pearl GTL complex has been hit and is currently burning.

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Truth
Truth@AgitatorPro·
@Alkibiades_ This is how you get big oil sending angry employees to Washington
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Cabana Boy 🌴
Cabana Boy 🌴@Alkibiades_·
Trump is floating a WTI export ban as punishment for our allies not helping open Hormuz. This would be a biblical disaster for our European allies, especially the Netherlands/Rotterdam hub. India, Japan, SK, Canada, and UK hit hardest next. US will be fine, but RoW torched.
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Truth
Truth@AgitatorPro·
@KenLayne @nxd1979 Trust me when I say that the origin of slop used in the current manner is like the opposite of Jewish slang
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Ken Layne
Ken Layne@KenLayne·
@nxd1979 Schlock: “of low quality or value.”
Ken Layne tweet media
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Ken Layne
Ken Layne@KenLayne·
“Slop” moved into the vocabulary so easily because it replaced “schlock,” which means the same thing, but East Coast Yiddish terms have fallen out of favor. “Slop” is very Old West / Frontier.
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Ting 🔆🪻 💭 Amarok Creator
@oliviakrolczyk_ It's sad, they can't afford these makeup products but they are the main clients of this shop... if the business owner is black I'm sure they know what to do with this information
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Olivia Krolczyk ✞
Olivia Krolczyk ✞@oliviakrolczyk_·
Statistically those are the most stolen items. So unfortunately these businesses must react accordingly. Does it mean all black people steal? No. Does it mean the majority of the makeup stolen is stolen by black people? Yes.
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David Shor
David Shor@davidshor·
@michaeljaydepp One of the big points here is that democracies are not going to allow these productivity improvements to happen unless the government can provide the public comprehensive economic security
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Michael Depp
Michael Depp@michaeljaydepp·
AI often gets compared to the Industrial Revolution in the "short term disruption, long term benefit" sense, but the US is MUCH more democratic now Modern voters can regulate technology to a standstill in the way that weavers put out of work by mechanical looms couldn't
David Shor@davidshor

The "everything will be fine" message is dead on arrival with voters. When leaders in government and tech say "AI will not cause widespread job losses" - net trust is -41. When they say "AI will create economic productivity that benefits everyone" - net trust is -20.

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The Wall Street Journal
People who eat around nine servings a day of ultraprocessed foods like chips and doughnuts have about a 67% higher risk of heart attacks, strokes and dying from heart disease compared with those who eat about one serving a day, according to a new study. 🔗 on.wsj.com/3PgXHeg
The Wall Street Journal tweet media
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