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St. John O’Callaghan
17.3K posts
St. John O’Callaghan
@st_sinjun
"Do you want to be right or make money"...Ned Davis "We can ignore reality, but we cannot ignore the consequences of ignoring reality." …Ayn Rand
Northern Hemisphere Присоединился Ocak 2020
295 Подписки171 Подписчики
St. John O’Callaghan ретвитнул
St. John O’Callaghan ретвитнул
@junkbondinvest Missed out on this obvious short. Maybe $NKE....😄
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Crazy to think Allbirds had a >$4bn market cap at its peak.
Now being sold for a measly $39mm.
$BIRD
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St. John O’Callaghan ретвитнул
The U.S. is running Elon's playbook on LNG: Build it before the world knows it needs it. A decade ago, American LNG exports were near zero. Today the US is the world's largest exporter at 15 billion cubic feet per day with eight new terminals under construction. Capacity doubles to 29 billion cubic feet per day by 2029. Total capital committed: $150 billion. The contracts are 20-year take-or-pay, denominated in USD. During COVID, buyers cancelled every cargo they could. They still paid billions in fixed fees. Then Iran closed the Strait of Hormuz. Qatar, 20% of global LNG supply, went offline. Vessel transits dropped from 129 per day to 4. Europe needed a replacement. BUT the contracts were already signed. US share of European LNG: 27% in 2021, 56% today. Germany went from zero LNG imports to sourcing 94% from America. Japan is locked through 2050. American LNG is a 20-year legal obligation with no exit clause.
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"82% of 18-24-year-olds", impressive.
x.com/i/trending/203…
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@EricLDaugh I was stationed in Germany in the 70's. On our flights to Zaragoza AFB, we often waited for hours to get France's and Spain's permission to use their airspace for NATO training purposes. Nothing new about European cooperation with the US military. They've sucked for decades.
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🚨 BREAKING: Sec. Marco Rubio just EVISCERATED Spain's leftist government for denying the US military their airspace — then BOASTING about it
"We have countries like Spain, a NATO MEMBER, that we are pledged to defend, DENYING us the use of their airspace and BRAGGING about it, denying us the use of their bases!"
"And there are other countries that have done that as well. And so you ask yourself, well, what is in it for the United States?!"
"The president and our country will have to re-examine all of this after this operation is over."
Spain and NATO might've screwed up big time!
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@virgilthegreedy @StateDept What about 9/11 relates to the US defending Europe? What am I missing Mr. Smith?
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🚨 SECRETARY RUBIO: If NATO is just about us defending Europe if they’re attacked, but them denying us basing rights when we need them, then that’s not a very good arrangement.
That’s a hard one to stay engaged in and say this is good for the United States.
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Browns Ferry Nuclear Plant Unit 3 has safely returned to the TVA electric grid, marking the successful completion of a scheduled refueling and maintenance outage.
With all three units, Browns Ferry can produce up to 3,954 MW of electricity, powering more than two million homes and businesses in the Tennessee Valley. 🙌 ⚛️
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@ImtiazMadmood @Niw451 I'm sorry...please forgive my impure thoughts. @elonmusk should definitely hit that. I think they have chemistry. And yes, she is a great leader from my perspective but I'm not living in Italy (wouldn't be opposed though).
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These two wonderful women who are leading their countries with results. Without feminism and without WOKE nonsense.
Giorgia Meloni the Italian prime minister and Sanae Takaichi the Japanese prime minister.
- @Niw451
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Breaking News: This footage is not from @cnnbrk
Vivid.🇮🇱@VividProwess
This is WILD!! An 11-minute time-lapse video showing TENS OF THOUSANDS of Iranians gathering in Washington, DC. "THANK YOU, TRUMP & NETANYAHU!" "USA! USA! USA!" "LONG LIVE IRAN" Iranian flags 🇮🇷 American flags 🇺🇸 Israeli flags 🇮🇱 SHARE THIS!!!
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St. John O’Callaghan ретвитнул
LEAVING LOS ANGELES: L.A. County saw the largest decline of any county in the United States in 2025, according to new census data. ktla.com/news/local-new…
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$OKLO is down big today. Their fourth-quarter results underscored both its ambition and its costs. Earlier in March, analysts noted the company generated no revenue as its products remain in development, while research and development expenses climbed 52% sequentially to $32.5 million and operating loss widened to $57.1 million from $15.4 million a year earlier. And this was news to...nobody that was paying attention.
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St. John O’Callaghan ретвитнул
.@VP: "I would bet every dollar that I own that the next time the Democrats have control of the Senate, they will break the filibuster, pack the Supreme Court, and destroy this country. We have to do it NOW in order to save the country."
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St. John O’Callaghan ретвитнул
The next big step for an authoritarian government...create a country of robots. #China
Milk Road AI@MilkRoadAI
China flipped a switch last Sunday and nothing will be the same. A factory in Foshan, China opened its doors and inside, robots are building robots. One completed humanoid every 30 minutes and ten thousand humanoid robots per year from a single production line. The line runs through 24 precision assembly stages and passes every unit through 77 separate inspection procedures before it ships. China already accounted for over 80% of global humanoid robot installations in 2025 and it holds five times more humanoid robot patents than the United States. The country now has more than 150 humanoid robot companies, growing at over 50% annually and analysts project 50,000 to 100,000 humanoid robots shipped this year alone. One company has already announced plans for a super factory with annual capacity of 500,000 humanoid robots. While Tesla's Optimus is still largely in prototype phases, Chinese firms are delivering units to EV factories where humanoid robots are completing 90% of a human worker's tasks in a three hour shift. Morgan Stanley projects the global humanoid robot market hits $5 trillion by 2050 and China intends to own more than half of it. The geopolitical dimension is even more significant than the economic one. Chinese companies already supply 63% of global humanoid robot components, the actuators, sensors, and joints that every robot maker on earth depends on. The Hudson Institute is now calling for emergency export controls on ball screws and sensors before China eliminates its remaining dependencies on Western parts. That window may already be closing.
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@rudibest @WeAreCanProud What is happening to Canada is sooo sad.
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@WeAreCanProud Canada used to be one of the happiest countries on earth, however that might have been determined.
At one time, I lived in that happy country. The PM, Stephen Harper, was smart, logical, numerate, sane, and expertly represented Canadians.
What happened?
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All this party does is waste money and accuse each other of racism.
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Middle Eat neighbor Kuwait is learning a lesson about their neighbors in #Iran. Muslim on Muslim crime is a change.
RT@RT_com
DESALINATION PLANT IN KUWAIT STRUCK BY IRAN INDIAN WORKER KILLED ‘SEVERE DAMAGE’ TO ‘SERVICE BUILDING’
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