Billyjoe Remarkable

@mining ECVT fixes this with their recycling model very under-priced imho

The global sulphur squeeze has transitioned from a theoretical risk to a direct catalyst for a production cliff. From Indonesian nickel to DRC copper, the leaching chemicals that power the green transition are hitting a wall. Reuters reports that Indonesia’s nickel heavyweights— including Huayou Cobalt, Lygend, and Tsingshan —have already been forced to trim output by 10%. Meanwhile, spot sulphur prices delivered to Indonesia have exploded above $800/t, with distressed cargoes clearing as high as $1,000/t. The Global Acid Test This isn't a regional glitch; it’s a potentially structural floor-raising event for the entire battery metals complex: ▪️The Shutdown Clock: While HPALs haven't halted yet, BMO notes that inventories are running on fumes. One metal trader told BMO that if the supply chain isn't re-established by month-end, we move from "trimming" to forced shutdowns. ▪️The DRC Contagion: Per Reuters, major copper and cobalt producers in the DRC have seen key chemical orders cancelled this month, forcing immediate usage cuts and weighing on output guidance. ▪️The Copper Major: London-listed Antofagasta is warning that rising acid costs are now the "biggest near-term concern" for copper miners globally, MINING.COM reports. The issue could potentially threaten 2026 production goals. The market is currently pricing this as a temporary logistics hiccup, and all eyes are on the Strait of Hormuz for a signal. mining.com/antofagasta-ba…

@robert_ivanhoe @payneinstitute ECVT solves this

There are excellent reports being published by the @payneinstitute on effects caused by the blockage of the Strait of Hormuz on the pre-cursors to critical metal production. The link below is to a report on #sulphur, which is a must read! As we have said before, sulphur is a precursor to approximately 20% of global copper production… Some copper producers are operating with less than 30 days of foreseeable sulphuric acid supply. Therefore, the second derivative effect of the disruption in sulphur supply is the potential shutdown of 20% in global copper supply... that’s without considering any of the other pre-cursor risks, such as lack of diesel supply… mwi.westpoint.edu/the-chokepoint…

@Manu_Sisti AI

The most underrated money-making AI tool on the internet: Ideogram AI. I shared it with a single mom... she now makes $4,000/month working 1 hour/day. Like + reply 'AI' and I'll send you my full guide I shared with her for FREE. Must follow me to get guide in DM. Free for 24 hours only.

@themarketsniper HCVT is the ticker

A take on Helium & Hormuz below. Remember our position and view on Samsung & SK Hynix the big movers in AI on the #KOSPI and that effect on the Won #CHNKRW #USDKRW "The hyperscalers' – Alphabet, Microsoft, Amazon, Meta, Oracle – artificial-intelligence (“AI”) buildout that has driven America’s economic growth, and the stock market’s, over the past years may seem far removed from Hormuz. It’s not – and the crucial connection is helium. Unlike oil, helium is not produced because the world goes looking for it directly. Instead, it’s extracted as a byproduct from a narrow subset of natural gas fields whose chemistry happens to contain enough helium to make recovery economical. That makes helium vulnerable to chokepoints in gas infrastructure. And here again, the Persian Gulf sits far closer to the center of the story than most investors or policymakers have appreciated. Qatar produced roughly 63 million cubic meters of helium in 2025, or about a third of global supply, with the gas purified and liquefied at Ras Laffan from the very same stream that feeds the LNG trains. When those trains stop, helium production stops too. There is no separate helium industry standing beside LNG to keep operating independently. It’s the same molecule stream, processed through the same industrial node. This is why the helium shock has moved so abruptly from an obscure industrial concern to a global strategic problem. The missile damage at Ras Laffan directly impaired associated helium output, while the Hormuz closure has trapped roughly 200 specialized cryogenic ISO containers in or near the Gulf – about one-third of the world’s transport fleet for liquid helium. What’s worse, liquid helium begins to boil off after roughly 35 to 48 days. Once that clock runs down, the gas is vented and lost. So the helium stranded in those 200 containers isn’t conventional inventory, but inventory with a short half-life, permanently lost if Hormuz remains closed for even a few more weeks. Helium matters because it’s one of the few molecules in modern industry for which there is effectively no substitute. Its thermal conductivity is roughly six times that of nitrogen, making it indispensable for cooling silicon wafers during high-precision plasma etching and other heat-sensitive fabrication steps. Its atomic size makes it uniquely suited for leak detection in the vacuum systems that dominate advanced chip fabs. And its inertness makes it the only viable carrier gas for several deposition processes at leading-edge nodes. Put bluntly: the semiconductor industry can route around a lot of things. It cannot route around its need for helium. This matters most acutely for memory chips, which are at the heart of the AI buildout. Samsung and SK Hynix dominate global DRAM and, more importantly, the high-bandwidth memory (“HBM”) chips that sit beside Nvidia’s accelerators and power nearly every frontier AI training cluster. HBM is not just another memory product, but a core part of the hardware architecture that makes modern AI possible. It’s also extraordinarily wafer-intensive, requiring multiple times the fabrication throughput of conventional memory. DRAM manufacturing was already unable to meet demand from AI hyperscalers before the Hormuz closure, which is why DRAM prices have increased nearly 200% over the past 12 months leading up to the Iran War. Add a helium chokepoint, and the result is not simply higher prices, but instead lower output at precisely the point in the semiconductor stack where the AI buildout finds itself most constrained. The supply chain effects domino quickly. Every advanced AI system depends on a tightly coordinated chain: logic chips from Taiwan Semiconductor Manufacturing or Samsung, memory from SK Hynix or Micron, advanced packaging, and final deployment into hyperscale data centers. Helium sits upstream of all of it. When helium supply tightens, yields fall, defect rates rise, and throughput slows. The helium shortage does not only raise input cost, it also reduces the output of the world’s most important digital factories. And this is where the supply shock reaches the broader economy. The hyperscalers have committed hundreds of billions of dollars to AI infrastructure. These investments assume that hardware arrives on schedule. If helium scarcity slows wafer throughput or constrains memory production, the bottleneck flows directly into deployment timelines. Capex does not disappear. It becomes less productive. Spending rises while output lags, and expected returns are pushed further into the future. There is an irony here: The same Persian Gulf gas system whose disruption is inflating energy costs and threatening food supply is also constraining the molecular input required to build the hardware of the AI age. The $4 trillion AI buildout rests, in part, on a byproduct of a single gas basin in Qatar. A molecule few people have thought about prior to the Iran War becomes the hidden constraint on one of the largest capital spending booms in history." - Porter Stansberry @theresetsniper @Thecryptosniper

@kadmitriev Will Russia extend the fertilizer ban post April 21?

We are living through an early COVID moment. When COVID started few understood that it will undermine every life and every economy. My fund did and we urgently developed a successful anti-COVID trio: a test, a drug and a vaccine approved by 70+ countries. Our advice… Read more

@suni_code Thanks for that Ia got a message last night Saturday usage limit resets 9 am Tuesday wtf

Just when I purchased Claude Subscription, some dropped hack to stop hitting Claude Usage limit 😭

@ArafatMd93059 Claude

Claude can make you more MONEY than anything before. So I built the Advanced Claude Mastery Course 👇 91+ Chapters 950+ New Al tools 3000+ New Claude Prompts 100% FREE For Next 24 hours. Just 👇 Like &RT Reply "Claude" Follow : @ArafatMd93059 for DM.

@pounddz Slide

Oh my goodness affiliate is literally on easy mode rn Last week I posted my first slideshow with Larry and now its making me about $300 - $400/day pushing the traffic to affiliate offers I'm going to scale this to easily $1.5k/day consistently, I can basically scale all my winning angles for every offer at once its almost completely automated it takes me literally 0 hours a day to make this all I do is take sweeps offers from Glitchy, make a landing page and Larry does the rest I made a full guide to give to my friends including > How to set up Larry to create sweeps offer hooks / angles > How to not get shadow banned using the system > The highest converting offers right now to run > How to make a high converting landing page > How to structure slideshows in a way they convert and go viral consistently > How to use comments to make your slide go viral if you want it RT + comment "Slide" and I'll dm it to you (must be following so i can DM)

@RohOnChain does anyone have a youtube link for the video

This 1 hour lecture on Bloomberg Terminal will teach you more about trading markets than a 2 month internship at Goldman Sachs or JPMorgan. Bookmark this & give it 1 hour today, no matter what. It’s the most productive start you can give your week. Then read the article below.

@TommiPedruzzi Not yet

@aldaman07 Sent, you got it?

Claude + Amazon = $10,000/month How? By creating 90-page nonfiction books. I’m re-releasing my 53-page PDF with all the Claude prompts I use to: • Find niches people already pay for • Write full chapters in minutes • AI cover prompts that get clicks And this time, I'm also adding my full marketing + distribution system to help you publish and sell on Amazon. Like + Reply "Send" I'll send it you you for free. ⏳ Taking this down in 24 hours.

@AI_with_jasmin UGC

Claude + MakeUGC + Amazon + 45 mins/day = $6,188/month $56K last month with AI publishing. System includes: • Exact Claude prompts • AI workflow (idea → publish) • Amazon ranking strategy • MakeUGC promo content system Comment “UGC” for the full breakdown (Follow must)

@HenryCrochemore supp

supplements are one of the only ecommerce products where a single idea can become a massive business you don’t need a crazy gadget you don’t need a complicated invention sometimes all it takes is one compelling mechanism example microplastics in the human body people are starting to realize they’re everywhere water food air now imagine a supplement positioned around this idea “helps remove microplastic buildup from the body” suddenly the product isn’t just a pill it’s a solution to a problem most people didn’t even know they had this is why supplements dominate ecommerce new research appears a mechanism is discovered a product gets built around it and a completely new category is born do you have any idea the returning customer rate you’d be able to get? rt + comment “supp” and i’ll send the biggest supplement angles working right now (follow for dm)

@0xKenichi @intelligenceco I am thinking of starting a company something ecommerce solely using Google Gemini. Can/how I apply?

@intelligenceco can anyone apply for this and also what if i already have a startup?

Introducing the General Intelligence Fellowship - get $1000 up front and $100/day in credits by starting a real company. More details below 🌻

@SimslearnAi SEND

Forget TikTok. Forget YouTube. Forget Instagram. Amazon can pay you $3,000/month to start AI publishing. It’s boring... but if you start today, you could make $3,000 by the end of March. I’ll send you a free course showing exactly how to do it. Just like this post and comment “SEND” (Make sure you follow.)

@Manu_Sisti KDP

• Forget stocks • Forget real estate • Forget crypto A small, targeted 90-page non-fiction book can generate higher returns than most traditional assets. All you need is: • 1 hour a day • A Claude + ChatGPT account • My system that turns prompts into profitable eBooks One book turns into compounding income over time. Stack 4–5 books using this process, and you’re suddenly looking at a real monthly income stream. I could easily charge $199 for this. But today, it’s free. To get it: • Like this post • Comment “KDP” I’ll DM you the training + my entire AI publishing system. ⏳ Free for the next 48 hours (Follow so I can message you.)

@felixprehn WORKBOOK

UPDATE: The automation is capped - I'll be sending the workbook to you manually over the next 24 hours. If you haven't opted for the giveaway, please comment on this post with "WORKBOOK" and I'll send it to you + reply to your comment once I do. Thank you guys! We hit over 1k+ comments on this post.