Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ

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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ

Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ

@wallstreetsheet

Financial News | Market Updates | Wall Street Insights

New York, USA Katılım Ağustos 2023
574 Takip Edilen784 Takipçiler
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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ
ACCURATE REPORTING ▫️Accuracy ▫️Validity ▫️Confirmed Source These are things we take very seriously and will endeavor to follow these principles in order to report ONLY FACTUAL ACCOUNTS. There are many reports we dismiss as propaganda or too sensitive for viewers out of respect and thus we do not post it. #ISRAEL #GAZA #HAMAS #IDF
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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ
Ok lets dumb down this fraudulent “Giving Pledge” it’s all smoke and mirrors intended to allow woke seeking weathly people to ‘comply’ with the ‘Woke Police’ so they have a woke badge on their Loro Piana sweater. They aren’t giving away anything. It’s all financial engineering. Nothing more.
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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ retweetledi
ILNCPorter
ILNCPorter@RichardPorterIL·
Lifestyles of the Rich and Socialist! Here is the satellite view of JB Pritzker’s home away from home, away from Illinois, indeed away from the US, but near his billions in an offshore tax haven. Tucked away in the Bahamas behind high fences, where the really rich and the sketchy go to hide money — this is the rich hypocrisy of @project2029 @elonmusk @POTUS
ILNCPorter tweet media
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郭明錤 (Ming-Chi Kuo)
郭明錤 (Ming-Chi Kuo)@mingchikuo·
Smuggling AI servers into China didn’t change the downward trend in Super Micro’s gross margin Excerpt: "...servers sold for $510 million between late April 2025 and mid-May 2025..." Full article: cnbc.com/2026/03/19/us-… At least ~10% of Super Micro’s 2Q CY2025 revenue was tied to servers reportedly smuggled into China. In theory, these should carry much higher margins, but gross margin still declined sharply to 9.6% (vs. 11.3% in 2Q CY2024). Two possibilities: 1. Margins in the legitimate business are simply too weak. This is consistent with my earlier view that AI server assembly margins are under pressure (x.com/mingchikuo/sta…). Super Micro’s structural disadvantages, including smaller scale and weaker execution, further amplify margin pressure. 2. Super Micro likely wasn’t the only one involved in smuggling. With alternatives available, buyer leverage increased, so margins on those sales were probably not as high as expected.
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Dominic BRNKMN
Dominic BRNKMN@DominicBRNKMN·
Build quality on the new, fully electric €200k Cayenne Turbo. I’m speechless
Dominic BRNKMN tweet mediaDominic BRNKMN tweet mediaDominic BRNKMN tweet mediaDominic BRNKMN tweet media
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OSINT Intuit™
OSINT Intuit™@UKikaski·
Turkish Media: An AEGIR unmanned surface vessel (USV) belonging to U.S.-based Sierra Nevada Corporation, which most likely was being jointly tested with Ukraine against Russia, was found by civilians on a beach in the Unye district of Ordu province on Türkiye's Black Sea coast. #OSINT
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Air Power
Air Power@RealAirPower1·
While high-end assets like THAAD and the F-35 grab all the headlines, a "blue-collar" hero, as I like to call it, is quietly winning the drone war every night. The RAF Regiment’s Rapid Sentry system, deployed around Erbil, Iraq, has notched an incredible tally of ~50 Iranian drone intercepts since February 28. To put that in perspective, Rapid Sentry has downed roughly 10 times as many drones as the RAF’s fighter jets in the same theater! It’s the ultimate goalkeeper: a VSHORAD designed exclusively to tackle low and slow threats like the Shahed-136. 1/2
Air Power tweet mediaAir Power tweet media
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Havoc
Havoc@HavocAi_USV·
Havoc Harbinger took her maiden full-power voyage, a 40-foot semi-submersible surrogate autonomous low-profile vessel (ALPV) designed for contested logistics and autonomous resupply. Designed, built, integrated and on the water in under 30 days. The hull was printed and delivered in 9 days, after which integration took less than a week. Harbinger is a subscale platform—roughly 50 to 60 percent of intended size—built to test and operate the behaviors necessary for today's battlespace. The past two week's exercise put those behaviors to work: Harbinger operated alongside a fleet of autonomous systems, testing coordinated logistics where operators task vehicles to move, resupply, unload, and return autonomously and undetected. Low-profile, low-draft, and fully autonomous, Harbinger performs at the pace the mission demands. A big thanks to Haddy whose large-format additive manufacturing made it possible to produce and deliver the vessel at speed, and to @ceadgroup, whose printers have the capacity to deliver a hull at this scale.
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van00sa
van00sa@van00sa·
In 2013, a retired Air Vice-Marshal named John Blackburn wrote a report for the NRMA warning that Australia had adopted a “she’ll be right” approach to fuel security. He warned that a conflict in the Middle East would disrupt supply chains and leave Australia exposed within weeks. He warned that without adequate liquid fuel, food production and distribution would be severely curtailed, most businesses could not operate, and our Defence Forces could not function He warned that Australia was the only IEA member noncompliant on the 90 day reserve requirement, and that actual usable supply was closer to 23 days. He warned, specifically, that Singapore refineries sourcing crude from the Middle East were a critical vulnerability in Australia’s supply chain. That was 2013. 12 years ago. This week, an entire town in Victoria ran out of fuel. Farmers have idle tractors mid planting. NSW declared an energy supply emergency. The government is now scrambling to build a fuel taskforce that Blackburn said we needed over a decade ago. “You can have the best military in the world,” he said, “but it’s futile if you can’t fuel it.” Nobody listened.
van00sa tweet media
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Financial Times
US fertiliser bosses cash in as Iran war boosts shares ft.trib.al/PGmNdjW
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ABC News
ABC News@ABC·
Daytona Beach officials issued a temporary 8 p.m. curfew for anyone under 18 and established a "special event zone" along the beach. ABC News' Morgan Norwood has the latest on spring break crackdowns. abcnews.visitlink.me/Kdmbu6
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Chay Bowes
Chay Bowes@BowesChay·
European airlines are facing a realcrisis and some are likely to go bankrupt. From March 16 to 29, Lufthansa will implement a "reduced cleaning" concept on approximately 20 European routes. Toilets will only be cleaned upon request, and trash from seat pockets will be disposed of as needed. The number of cleaners who will selectively check the cleanliness of seats will be reduced from 4 to 2, according to an internal service note for Lufthansa crew. They also plan to lay off 4,000 employees. "Cleaning as needed" is not the only innovation to reduce costs. Previously, Lufthansa canceled free seat reservations based on fares and reduced on-board meals - now economy class passengers only receive a miniature bottle of water and a piece of chocolate. In addition, the airline has become stricter in controlling hand luggage at the boarding gate. Excess baggage can be paid for on the spot using an online terminal.
Chay Bowes tweet media
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MuddyWatersResearch
MuddyWatersResearch@muddywatersre·
We asked $SOFI 11 questions before we published. It answered zero. The only response was to have the in-house lawyer demand to know who we are. It’s been 5 days since the report. We’re still waiting. Our unanswered questions: muddywatersresearch.com/research/2026/…
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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ
⛔️𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚 𝗡𝗘𝗪𝗦 𝗟𝗜𝗩𝗘 US BASE IN BAGHDAD IRAQ STRUCK BY IRAN Multiple drones have struck the U.S. Victoria Base in Baghdad, Iraq, triggering a major fire at the facility. -FALCONUPDATESHQ
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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ
⛔️𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚 𝗡𝗘𝗪𝗦 𝗟𝗜𝗩𝗘 MAJOR BLOW TO IRAN REGIME U.S. and Israeli air forces have struck an underground IRGC command center in Tehran. Early reports indicate over 50 senior IRGC officials were eliminated during a high-level meeting to plan upcoming attacks.
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Ꮃꭺꮮꮮ Ꮪꭲꭱꭼꭼꭲ Ꮪꮋꭼꭼꭲ retweetledi
Freedom 250
Freedom 250@Freedom250·
America is in bloom. 🇺🇸🌸 A new season begins and the journey to 250 years of freedom is just getting started.
Freedom 250 tweet media
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Supermicro
Supermicro@Supermicro·
Supermicro unleashes three new GPU systems powered by AMD Instinct™ MI3xx series GPUs to advance large-scale AI and HPC infrastructure.
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NVIDIA Networking
NVIDIA Networking@NVIDIANetworkng·
During his #NVIDIAGTC keynote, our CEO Jensen Huang announced that the world’s first CPO Spectrum-X switch ASIC is now in full production. This breakthrough marks a new era in AI networking—delivering the performance, efficiency, and scale required to power next-generation AI factories. 🎥 Watch the full keynote: nvda.ws/4bwYsJ3
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NVIDIA
NVIDIA@nvidia·
GTC 2026 was one for the books. ✨ From GTC Live pregame and Jensen’s keynote, to a packed exhibit hall, hands-on training, “Build-a-Claw,” and GTC Park, our community brought the energy. Thank you to every attendee, sponsor, and partner who helped bring GTC to life. Watch the sizzle reel and relive the moments from #NVIDIAGTC. 🔗 nvda.ws/4lKQ5wO
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