Steve
20.7K posts


Angela Rayner has been appointed as Secretary of State for Housing, Communities and Local Government @mhclg.
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Andy, I have attacked you vociferously here. I still don’t like your route to power and thought it very underhand.
Having said that, and with your appointments today, I will cut you some slack.
Moreover, I’m pleased to see that you are active on Social Media. It is vital nowadays.
So, can I ask, if you read this, can you respond at least? That’s the key. Not just statements but a reaction too.
It might make a difference to me, and a few others too.
Your shout.
Andy Burnham@andyburnham
Let’s bring back hope.
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so much strength being lost into the close on no news...
i mean names that were up 7-8% on the day are now red
almost the exact same playbook we've seen for the past 2 weeks
pump open, dump within an hour, huge pump mid-day, dump close
maybe big tech earnings solidifies the momentum trade up or down based on capex projections and what the hyperscalers say
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@TedUrchin @grok @X This isn't an airport bud, you don't need to announce your departure. Unlike tow year Keir! Hahahah he couldn't even last longer than Truss!
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Yvette Cooper is new Secretary of State for health. Huge and challenging job
Robert Peston@Peston
So presumably Yvette Cooper is new defence secretary
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Although price action has been a bit weak today, some very bullish datacenter/capex news over the past 24 hours...
- $IREN signed $2.8B of deals with AI labs, bullish compute
- Kimi K3 said over the weekend they are pausing subscriptions because of demand which seems to be entirely consumer and not enterprise yet, bullish compute
- $HUT got a 15-year $9.8B deal today, bullish compute
- $MSFT is expanding their partnership with $AMD and buying more chips, bullish compute
- The Information reported that $GOOGL is developing a new chip to use in-house called Frozen V2, they will have to use many of the chip suppliers in the stack to build more chips, bullish compute
The CapEx sentiment shift hasn't gone back to normal and Google earnings this week will be the first test to reaffirm the market's expectations of capex, but plenty of new deals and announcements that continue to be bullish on compute constraints and the trade associated with them overall.
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Burnham is losing a real asset by sacking Darren Jones. And just days after calling for an end to factionalism.
Darren Jones MP@darrenpjones
From the campaign trail and the TV studios to the Treasury, No10 and the Cabinet Office - it’s been a privilege to be in the cabinet of a Labour government and to serve the country. Andy Burnham has called to tell me I won’t be a part of his new cabinet. I wish him and his team every success.
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From the campaign trail and the TV studios to the Treasury, No10 and the Cabinet Office - it’s been a privilege to be in the cabinet of a Labour government and to serve the country.
Andy Burnham has called to tell me I won’t be a part of his new cabinet. I wish him and his team every success.




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@MatthewStadlen Why doesn't he care about immigrants! We need more boats to help asylum seekers! Why didn't he mention them!
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Keir Starmer is right- in many ways the country has improved compared to two years ago. He deserves to say that and for it to be heard. It’s also true to recognise the tragedy of his government: given the majority Labour achieved, it has neither improved enough nor shown enough signs that it will under him. Nor can he communicate to the country that which he has done. And that’s why he’s gone.
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Lionel Messi in tears as devastated Argentina players collapse to pitch after agonising World Cup final defeat to Spain. 😭 thesun.co.uk/sport/39809687…
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@Mudkipstoat23 @HangBlaa @Number10cat It's ai. Farage will finally make the UK great again! Two year Keir couldn't even last as long as Truss! BAHAAH
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The Tate brothers, accused of multiple rapes, human trafficking and sexual assaults in the UK, are finally facing extradition back here.
This must go ahead. The women at the centre of this case have waited too long for justice.
Crown Prosecution Service@CPSUK
The Crown Prosecution Service has decided to bring additional charges against brothers Andrew and Tristan Tate. Following their arrest, prosecutors will seek extradition in relation to the original charges and the further charges we have authorised. Read: orlo.uk/thx0L
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