Shawn

@toiletkingcap Chart QQQ in the first half of 2020 next to a timeline of events, now do the same for tariffs last year. - people are afraid of missing the V shaped recovery - trader/pods/trend followers are caught short and having to cover - monkeys assume that prices reflect current risk 🤷‍♂️

lol it is absolutely blowing my mind that "the largest energy shock of all time" means nothing to the market. i understand it may not mean catastrophe if fixed quickly, but how in the world are indexes higher? please explain to me like im an absolute moron

@typesfast Return on capital. A saturated city means idle cars => longer breakeven. Also, more cities means more learning.

Why does Waymo spread their cars across dozens of cities? They should completely saturate one city til they match Uber’s pick up times. I assume they’re trying to lose because winning in self-driving means putting too many people out of work, making Google look like a villain.

Something tells me white collar crimes being committed are *not* reaching new lows

@piterloskot82 Where’s the production?!

$ASPI Ytterbium-176

New real‑world data reinforce earlier use of Pluvicto™ before chemotherapy in metastatic castration-resistant prostate cancer $ASPI

@toiletkingcap Tempted. I've been wanting to visit China for ages.

who wants to go with me?

🚽alright time for a thread vrfb now commands a rising share of china's vanadium production, per cnesa, liquid flow alliance, and provincial pipelines. ensemble forecast: synthesizing 2025 actuals (4.45 gwh new) with project cod schedules and growth trajectories projects vrfb consuming 13% of annual v output in 2025, rising to 44–74% by 2028

This old quote from David Frum summarizes the last decade of US politics in only eight words: “If progressives won’t enforce the border, fascists will.”

Extremely excited that this @SenatorSlotkin bill addressing the housing crisis includes an important policy approach that I've been promoting: limited preemption of state and local barriers to building denser housing. 1/5

@toiletkingcap @DannyDayan5 and you're probably just taking the piss

@toiletkingcap @DannyDayan5 oral is spoken. aural is heard.

China’s construction economy is doing horrendously

@toiletkingcap @DannyDayan5 google.com/search?q=aural

@toiletkingcap @DannyDayan5 😂 must be heard rather than read

@SaintIgnorant @DannyDayan5 Aural?

@toiletkingcap @DannyDayan5 Since my favorite joke is an aural one and twitter doesn't allow audio, here's some vanadium trivia: sea squirts filter and concentrate vanadium to levels 10^9 that of seawater. Why is unclear, but perhaps defense against predators, parasites, or microbes.

@SaintIgnorant @DannyDayan5 Teach me something or tell me a good joke that isn’t on the internet

@toiletkingcap @DannyDayan5 favorite way to play this?

@DannyDayan5 A biproduct of steel slag production that is used to increase strength of metal, primarily traditionally in rebar. More recently in redox flow batteries that are more economical than lithium ion for systems requiring more than 4 hours of grid level storage

@IlirAliu_ So cool, yet on first inspection, the process could clearly benefit from commonsense optimization. The drones are cleaning uphill rather than downhill, that is the dirty water is trickling over the cleaned panels rather than the dirty ones.

Drone-based solar panel cleaning is starting to look less like a gimmick and more like a practical maintenance tool. Instead of heavy ground robots or manual crews on rooftops, lightweight drones can now remove dust and sand from panels without physical contact. That matters in large solar farms where soiling losses add up quickly and access is difficult. The interesting part is not the drone itself, but the workflow. • Rapid inspection and cleaning in one pass • No scaffolding, no shutdown of whole arrays • Minimal water use compared to traditional methods It shifts cleaning from a scheduled operation to a continuous maintenance task. That is a subtle change, but one that could compound into real efficiency gains at scale. Still early days, but this is one of those areas where robotics fits the problem unusually well. —- Weekly robotics and AI insights. Subscribe free: scalingdeep.tech

@toiletkingcap The fraud is real, but I suspect the dollar values recovered are small. What percentage of the money is held in the name of the principal criminals?

holy shit - who wants to do this?

@orrdavid Hearty agreement

@SaintIgnorant Green people are just detached from reality generally. Almost none of their policies are green in any way.

Appliances make the artificial distortions of "free trade" so obvious. Appliances are old technology made largely with machines. If you make them in the USA, you skip on shipping costs. Plus, the USA has far more natural resources than China. So why aren't our factories competitive? Are Americans inherently worse? No. And in fact, a large portion - ~15-20% in polls - of Americans wish they had those jobs. Is a bit cheaper Chinese labor - a small percent of the total cost - overcoming shipping costs? No way. What's largely going on, I think: Regulatory and environmental arbitrage plus foreign currency manipulation. There's NOTHING free trade about that.

@orrdavid Don’t forget the finance industry that has systematically bought our politicians over the last 40 years so that capital comes before labor. I like to think that the green activists were a mostly unwitting, but significant secondary cause.

Besides the forex side, which is large, this all comes down to the same core issue: Bureaucrats and "green" activists made doing work in the physical world in the USA non-competitive on the global stage.

@everyonehatesp1 As for capital and inputs: The C1000 is essentially a "5-pack" of C200 engines. Scaling to 1 GW implies sourcing 5k+ microturbine engines/cores annually. Is their supply chain this flexible?

I have, I've talked to management multiple times, talked to guys who have 15-20 years of history with the business and who have toured the facility. Not sure who you're referring to with "monkeys" but the capacity is there, it's confirmed by management in the last earnings call, it does not require any sort of meaningful incremental capital, and already exists so there's no timeline/permitting or any of that. So why didn't I talk about some of these? Because they're not relevant here, they're not building anything new facility wise.

NEW PITCH: Happy to release my long-form pitch of $CGEH, the best story I've found so far this year, super excited. First mentioned it here late November, has gone up a lot since initial purchase but still think it has high odds of being a multi-bagger from here!

@everyonehatesp1 Pardon. I assumed the facility would have to expand considering their current production. Are you taking the 2000 unit capacity and assuming the factory could retool to only produce 500kW+ systems without any need for expansion? Or has someone stated that is possible?