HeyMan800

Big shout out to the activists at Elliott Management that convinced Southwest Airlines management to stop hedging fuel costs.

@AdamBScott1979 Just say someone hacked your account

🤡

@james_acton32 Yes beginning to suspect he’s an idiot

@qatarenergy @grok is there any estimate on how much production this will take offline long-term

QatarEnergy Statement on Missile Attacks on its LNG Facilities In addition to the previous attack on Ras Laffan Industrial City on Wednesday 18 March 2026 that resulted in extensive damage to the Pearl GTL (Gas-to-Liquids) facility, QatarEnergy confirms that in the early hours of Thursday 19 March 2026, several of its Liquefied Natural Gas (LNG) facilities were the subject of missile attacks, causing sizeable fires and extensive further damage. Emergency response teams were deployed immediately to contain the resulting damage with no reported casualties. QatarEnergy will continue to communicate the latest available information. #Qatar

So it turns out being an investor in defense companies does not mean I get to board the plane early when they invite on active military personnel.

This is also how women at the beach describe my physical appearance.

@jonostrower Jon I see you’re speaking at JPM conference this afternoon. Big fan of your work, any chance you’d be free for a drink after your session?

@Srasgon Going to JPM industrials conference instead, better breakfast spread

So which of my Twitter peeps gonna be at GTC?

Based on my expert analysis after reviewing the latest developments, it appears that Kharg Island was a poor choice for my kid’s spring break.

@Srasgon Maybe one of the passengers weighs too much. Too much snacking during earnings calls.

And apparently planes this size don’t usually fly into OK so they’re having trouble figuring out the jet bridge…

@AvidCommentator @biancoresearch What’s Jask and when do they bomb it?

I dont think levelling Kharg Island makes sense. Iran can reroute probably 65-70% of its oil exports and at today's prices, that is more $ than pre-war. Once the terminal at Jask is fully operational, then they can operate at pre-war levels. Yet bombing Kharg Island opens the door to widespread retaliatory strikes on Gulf State energy infrastructure. The risk reward doesn't seem to be worth it purely on this balance.

Let me offer discussion points on why they decided to bomb Kharg Island. The administration and military planners likely concluded that it would take weeks, if not months, to secure the Strait of Hormuz. During that time, oil prices could rise to levels that would suffocate the global economy. This was unacceptable. They are desperate for immediate action. So, they needed a bold, decisive move to force Iran to relent quickly. Trump was clear. They bombed Iranian military structures on Kharg but left the oil infrastructure unharmed (assuming this is accurate). Recognizing that this could freak out oil markets, they announced it on Friday evening to give markets 48 hours to digest the news. Trump also made it explicit that oil infrastructure would be next if Iran did not allow ships to pass freely through the Strait of Hormuz. In football terms, they're throwing a Hail Mary pass now, hoping it works. They don't have any more time on the clock. Oil markets and the world economy cannot wait weeks or months for the military to open the Strait. Further, I could envision political advisors suggesting that if oil prices are destined to hit $200 without this action, it might as well happen next week, giving six months to bring them down before the midterm elections. As I've argued in many other posts, Trump cannot simply declare victory and pull out (TACO). That would be worse. It would leave Iran in control of the world's economic jugular, allowing it to punish everyone by permanently holding oil at $200. So, they must force Iran to relent. Again, these are just the thoughts running through my head as I try to explain to myself why they took this step.

@mttgrmm Have you tried switching to vending machines? Those are the only computing devices I find to be mission critical for my focus.

I realize there's been more impactful news in the world over the last week, but it's wild to me that Salesforce is sunsetting Quip. Major ugh. Don't worry! Salesforce, famously known for their rapid product development, is reimagining the use cases in Slack and Agentforce Sales!

@FrankieFF_ Next time say hello to me

@AdamBScott1979 Yes also in a location that prevents me from having to go to my kid’s play.

I believe Iran may have also laid some mines near Cuba. And potentially Greenland as well.

Tomorrow is going to be one of the worst days for Trump since he lost his close personal friend Jeffrey Epstein.

@JamiePastore9 What is Bofa???????

@HeyMan800 Tell that to my friend John Wilkes Bofa

This pretty much wipes out all cause to ever believe in any of the Abrahamic faiths hahahahah

@buccocapital That’s right. Dippin Dots.

Just saying…I can think of one industry with a digital supply chain, no direct energy inputs and historically low valuations

@ByrneHobart @BarbarianCap Solid tweet

6yo keeps finding random rocks and insisting that they’re various ores, diamonds, etc. So, if you know any small-cap Canadian mining companies that need a CEO, don’t hesitate to reach out.

@philliplyle410 Don’t they have until year-end to hit 45? Does it not square out to that?

It might be possible to back into the rough launch configurations for $ASTS based on their "28 microns completed" disclosure. The problem, though, is they clarify that 28 includes BB satellites shipped or launch. So, does that also include the 5 BB1s? If yes, they are all included (seems likely): 28 - 7 = 21 satellites over 6 launches. Possible plan: 3,3,3,3,3,6 So, 28 satellites in the air by August 2026 seems to be the best case.