Trash Capital Ltd.

$URNJ $URA

@JulianKlymochko @grok what BDC is he referring to? Stock ticker and value of underlying SpaceX private equity it holds at last fundraising round valuation?

Wait until they find out that a certain BDC’s largest position is SpaceX stock and its trading -30% below NAV

Quotes I heard at CERAWeek Day 2: "We cannot think about future energy systems being energy systems that are, in essence, built for perfection. They need to be built for resilience. They need to be able to withstand failure." - Wael Sawan, CEO, Shell "It's not just good enough to talk about low-carbon solutions. They need to be profitable, and they need to be scalable." - Wael Sawan, CEO, Shell "If there's one thing I found over the years in meeting and interacting with extraordinarily successful people in every walk of life, if there's one trait they have in common, it's curiosity. And so I think, if we think about AI, it is the next great generator of curiosity." - Brad Smith, President, Microsoft "The innovation curve always accelerates earlier and faster than the diffusion. If you ask what is the biggest obstacle to the adoption of new technology, it's not just electricity and data centers and better products, it's people." - Brad Smith, President, Microsoft "So right now, using available capacity slack in the system, renewables are the quickest to market, solar, storage, onshore wind, and then a ton of gas. It's gas, gas, gas." - George Bilicic, Managing Director, Lazard "The world does not need America to be wobbly. The world needs America to be straight, strong, consistent, fair." - Mary Landrieu, former U.S. Senator "The highest electricity prices in the country are in California, or they're in the Northeast. And guess what? The Northeast has been against natural gas and pipelines." - Jarrod Agen, National Energy Dominance Council "A lot of times these policy changes, they start as small, little kernels, they're seeds, and then they grow into giant oak trees. I think that's what permitting reform could be if we get this right this year in this Congress." - Mike Sommers, President & CEO, American Petroleum Institute "The great risk is not that AI will replace people, but that organizations overestimate the automation and underestimate the importance of people." - Renata Baruzzi, Chief Digital Transformation Officer, Petrobras "Fear factor is overhyped. AI is not the risk, poor integration of AI is." — Rakesh Jaggi, SLB "If somebody is telling you that this is simple to do, they are either selling you general-purpose AI tools, or they do not understand the complexity of what we do in our industry. Close enough is never good enough. It can actually be a disaster." - Rakesh Jaggi, SLB "We talk about AI as a co-pilot, not as a pilot, because particularly in the energy sector, oil and gas and power utilities, where you're moving molecules and electrons around, if you get it wrong, people get killed, and that's not okay." - Darryl Willis, Corporate Vice President, Microsoft Energy "It took two weeks to plan a wellhead in onshore Argentina. They're doing it in a day now." - Darryl Willis, Corporate Vice President, Microsoft Energy "There was someone straight out of college, she was two weeks out of college, running a chemical facility that was massive. And normally you'd see somebody with 20, 30 years of experience sitting in that seat." - Jim Masso, Honeywell

Top quotes I heard from the sessions at #CERAWeek, Day 1 1) "Energy is life, and the world needs massively more of it." - Chris Wright, U.S. Secretary of Energy 2) "Technology has always driven growth in this industry… it's always been the key that has unlocked energy abundance." - Mike Wirth, Chairman & CEO, Chevron 3) "We only ask you one thing… stop regulating [which technologies to use]. We'll find solutions. Trust the companies." - Patrick Pouyanné, Chairman & CEO, TotalEnergies 4) "If you look at every major technology, whether it was the internet or PCs or cell phones, we've always underestimated the demand for it." - Adebayo Ogunlesi, Chairman & CEO, Global Infrastructure Partners 5) "The most reliable LNG will come from America, produced in a stable region and backed by the world's strongest military." - Toby Rice, President & CEO, EQT Corporation 6) "Silicon Valley doesn't speak NERC and NERC doesn't speak Silicon Valley." - Hunter Hunt, CEO, Hunt Energy 7) "Capital is like a bucket of water. You pour it on the ground, and it's going to flow to the points of least resistance. Right now, the US is attracting all of our capital." - François Poirier, President & CEO, TC Energy 8) "There's 3.3 million miles of invisible highway in the United States… the pipeline you don't see." - Pierce Norton, President & CEO, ONEOK 9) "Can we have a fixed timeline that applicants can rely on? Are the permits durable—meaning, will they withstand litigation?" - Rep. Brett Guthrie (R-KY), Chairman, House Energy & Commerce Committee

@Mayhem4Markets Not that much for a VLCC to traverse Hormuz without being blown up. 2mm barrels, adds $1 per barrel in cost, cheap insurance imo, very reasonable toll booth.

Iran wants a $2M fee paid for every ship passing through the Strait of Hormuz apparently. Talk about an expensive toll booth.

Another day, another Trump admin insider trading on MNPI…🤷🏼‍♂️🫤

Good morning.

@PurpleDrink_LLC Sounds a lot like “2 weeks to flatten the curve” 🤡

Here is the weekly chart of the January 2027 WTI Crude Oil contract 50 days deez nuts

@gregoryblotnick 🤣💁🏼‍♂️

Trump could have just coasted on AI productivity and a soft landing driven by lower inflation... He could have cracked down on immigration and taken credit. Instead, he made enemies around the world, tried to invade Greenland, got 8 Middle Eastern nations bombed, and caused global stagflation by doubling fuel prices... SERIOUSLY IMPRESSIVE

@unusual_whales BETA!

CEO Dario Amodei of Anthropic has said that AI is important to military defense, but there must be safeguards against use for mass surveillance and fully autonomous weapons.

@ACapitalLP Take a look at Gunnison Copper. $GCUMF

Right…. #nothingeverhappens

@IfindRetards This pervert definitely ate a lot of babies

Whatever they're doing to make you forget, it's working. Not a single new conviction. Reid Hoffman needs to be investigated

@JigarShahDC Yeah but you get worse gas mileage. Despite the ethanol industry’s claims, it is not an equivalent molecule

More war = more debt = more deficits = gold price go up

Time spent in Federal Government roles… George Washington: 8 years Thomas Jefferson: 10 years John Adams: 12 years Nancy Pelosi: 39 years Mitch McConnell: 41 years Chuck Schumer: 45 years This explains everything. Founders vs Grifters

5 minutes ago, @karpathy just dropped karpathy/jobs! he scraped every job in the US economy (342 occupations from BLS), scored each one's AI exposure 0-10 using an LLM, and visualized it as a treemap. if your whole job happens on a screen you're cooked. average score across all jobs is 5.3/10. software devs: 8-9. roofers: 0-1. medical transcriptionists: 10/10 💀 karpathy.ai/jobs

@Thebullwhisper @toiletkingcap Up 71% YTD in SD

@zequalizer @toiletkingcap Crazy.

$CF - urea is at $599 Australian farmers paying $750 already. Gap up Monday? argusmedia.com/en/news-and-in…