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Elon Musk: "We'll have a voltage transformer shortage in a year, followed by electricity shortage."
Elon said this two years ago, and we are now seeing it play out as per the Bloomberg article below.
Transformer prices have doubled from 2020 and lead times stretched from weeks to 1-2 years, so grid connection wait times are measured in years now.
As a result, half of the data centers scheduled for 2026 have been canceled or delayed.
So, compute will remain supply constrained for the foreseeable future and prices will remain elevated.
Cloud providers will sell every bit of capacity they can bring online.
Never been this bullish on hyperscalers.
$AMZN $MSFT $ORCL $NBIS $CRWV
Elon said this two years ago, and we are now seeing it play out as per the Bloomberg article below.
Transformer prices have doubled from 2020 and lead times stretched from weeks to 1-2 years, so grid connection wait times are measured in years now.
As a result, half of the data centers scheduled for 2026 have been canceled or delayed.
So, compute will remain supply constrained for the foreseeable future and prices will remain elevated.
Cloud providers will sell every bit of capacity they can bring online.
Never been this bullish on hyperscalers.
$AMZN $MSFT $ORCL $NBIS $CRWV
🇨🇭 Global One SI - Prompt
THE REAL REASON BUFFETT IS SITTING ON $334 BILLION IN CASH It's not fear. Buffett doesn't get scared. It's not age. The man is 95 and sharper than most 40-year-olds on Wall Street. Here's what's actually happening. Buffett plays a different game than everyone…
Buffett is a market timer.
This is the worst thing you can think of by looking at his investment history, yet this dares to suggest it.
He doesn’t “time” the market; he positions according to valuations.
When valuations rise, he positions more defensively and deploys the cash when valuations become attractive again.
Naturally, crashes happen mostly when valuations reach unsustainable highs. He doesn’t time these exact moments, sometimes he waits in a defensive position for a long time.
He started positioning defensively in 2024, for instance, and he is still waiting for a deep drawdown to deploy cash.
It’s not “market timing” it’s just plain old positioning.
This is the worst thing you can think of by looking at his investment history, yet this dares to suggest it.
He doesn’t “time” the market; he positions according to valuations.
When valuations rise, he positions more defensively and deploys the cash when valuations become attractive again.
Naturally, crashes happen mostly when valuations reach unsustainable highs. He doesn’t time these exact moments, sometimes he waits in a defensive position for a long time.
He started positioning defensively in 2024, for instance, and he is still waiting for a deep drawdown to deploy cash.
It’s not “market timing” it’s just plain old positioning.
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🇨🇭 Global One SI - Prompt
Introducing the first ever #Starlink-connected DFR drone. Guardian pushes the limits of connectivity so you're covered when traditional methods fail. Guardian runs on BRINC Connect 2.0, blending satellite comms, mesh networking radios, and dual-SIM 5G into…
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Meet Guardian, BRINC’s latest product and the most capable 911 response drone ever. Guardian can fly for over an hour, has a 60 mph top speed, 10 lbs of payload capability (enabling full size defibrillator, flotation device, etc. delivery) and an integrated Starlink panel giving it unlimited range anywhere in the world. Its camera boasts a pair of HD thermal imagers enabling 64x zoom on a 1280 resolution thermal feed, a 640x total zoom 4k camera system with low light capabilities, a laser excited phosphor spotlight and a laser rangefinder. An ultra loud speaker that can emit a siren tone 3x louder than a police car is mounted in its airframe. Guardian is really the first DFR drone capable of pursuing vehicles and thereby saving lives by avoiding high speed chases.
When Guardian is paired with Guardian Station, its robotic charging nest, the system robotically swaps batteries and payloads in seconds. Together, these systems push the boundaries of DFR, covering 7x more area, more than doubling uptime and quadrupling time on scene when compared to legacy DFR systems.
Learn more here: brincdrones.com/guardian
When Guardian is paired with Guardian Station, its robotic charging nest, the system robotically swaps batteries and payloads in seconds. Together, these systems push the boundaries of DFR, covering 7x more area, more than doubling uptime and quadrupling time on scene when compared to legacy DFR systems.
Learn more here: brincdrones.com/guardian
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🇨🇭 Global One SI - Prompt
Evaluates language models on stock trading decisions github.com/ChenYXxxx/stockbench
MiroThinker: A deep research agent optimized for research and prediction.
github.com/MiroMindAI/MiroThinker
github.com/MiroMindAI/MiroThinker
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 WTI > Brent
The Oil Market Just Broke Its Own Rules
📊 What We’re Seeing
• WTI trading above Brent by $2
• 1st time this happens during a global supply shock
Normally:
👉 Brent trades at a premium
👉 Because it reflects seaborne global crude
⚠️ Why This Is Happening?
This is not about quality.
This is about timing + scarcity
Right now:
• WTI = May contract (near-term barrels)
• #Brent = June contract (later barrels)
We are NOT comparing the same oil, we are comparing now vs next month
🔥 The Bigger Signal is Extreme Backwardation
• Prompt #WTI spread → >$16/bbl (record)
• Near term barrels → massively bid
• Future barrels → discounted
The Market message is clear...I need oil now. Not later.
🛢 Why WTI Is Getting The Premium?
US barrels are available now
→ Not trapped in Hormuz chaos
Inventories are drawing fast
→ Export pull replacing lost Gulf supply
Logistics advantage
→ Cushing + US system = accessible barrels
This inversion is not structural, but it is extremely informative.
It tells you:
➡️ Physical supply is tight right now
➡️ Logistics > benchmark hierarchy
➡️ Market is repricing time, not just oil
So near term barrels are more valuable than future ones
And right now the only barrels you can reliably get fast are in the US
If Hormuz disruption continues:
• Backwardation stays extreme
• Prompt barrels stay bid
• Distortions like this persist
Is this just a timing anomaly or the start of a new pricing world?
The Oil Market Just Broke Its Own Rules
📊 What We’re Seeing
• WTI trading above Brent by $2
• 1st time this happens during a global supply shock
Normally:
👉 Brent trades at a premium
👉 Because it reflects seaborne global crude
⚠️ Why This Is Happening?
This is not about quality.
This is about timing + scarcity
Right now:
• WTI = May contract (near-term barrels)
• #Brent = June contract (later barrels)
We are NOT comparing the same oil, we are comparing now vs next month
🔥 The Bigger Signal is Extreme Backwardation
• Prompt #WTI spread → >$16/bbl (record)
• Near term barrels → massively bid
• Future barrels → discounted
The Market message is clear...I need oil now. Not later.
🛢 Why WTI Is Getting The Premium?
US barrels are available now
→ Not trapped in Hormuz chaos
Inventories are drawing fast
→ Export pull replacing lost Gulf supply
Logistics advantage
→ Cushing + US system = accessible barrels
This inversion is not structural, but it is extremely informative.
It tells you:
➡️ Physical supply is tight right now
➡️ Logistics > benchmark hierarchy
➡️ Market is repricing time, not just oil
So near term barrels are more valuable than future ones
And right now the only barrels you can reliably get fast are in the US
If Hormuz disruption continues:
• Backwardation stays extreme
• Prompt barrels stay bid
• Distortions like this persist
Is this just a timing anomaly or the start of a new pricing world?
🇨🇭 Global One SI - Prompt
NASA’s mission to orbit the Moon is being interrupted by Outlook (New) and Outlook (classic) both refusing to open 😂
NASA astronauts just proved that even sending an email can be rocket science.
Artemis II astronaut: 'I have two Microsoft Outlooks, and neither one of those are working'
Just hours after launching into the Earth’s orbit, Artemis II Commander Reid Wiseman reported two instances where Outlook on the shuttle’s personal computing devices (PCDs) was not working.
Once an agency (NASA in this case) standardizes on one vendor across thousands of workflows, the spacecraft inherits part of that decision, not because Outlook is sacred, but because compatibility, security policy, training, and support all reward sameness.
To be clear, some temporary bad behavior from Outlook will not impact the mission and, thanks to the power of off-world remote access, the issue was resolved.
Artemis II astronaut: 'I have two Microsoft Outlooks, and neither one of those are working'
Just hours after launching into the Earth’s orbit, Artemis II Commander Reid Wiseman reported two instances where Outlook on the shuttle’s personal computing devices (PCDs) was not working.
Once an agency (NASA in this case) standardizes on one vendor across thousands of workflows, the spacecraft inherits part of that decision, not because Outlook is sacred, but because compatibility, security policy, training, and support all reward sameness.
To be clear, some temporary bad behavior from Outlook will not impact the mission and, thanks to the power of off-world remote access, the issue was resolved.
🇨🇭 Global One SI - Prompt
Photo
FOLLOW THE TIER 2 AND TIER 3 SUPPLY CHAIN NOT THE PRIME CONTRACTORS:
Hidden stocks behind U.S. weapons, naval builds, and critical materials
🔸 SUBMARINES (UNDERSEA / NAVAL SYSTEMS)
• $OPXS
optical sighting systems (periscopes / targeting optics)
• $CODA
sonar imaging (underwater detection / mapping)
• $SYPR
secure electronics + data systems (naval / defense comms)
• $ASTC
sensor payload tech (detection / ISR support)
• $JAGU
nuclear fuel (submarines / strategic energy)
———————
🔸 SHIPS (NAVAL VESSELS / INFRASTRUCTURE)
• $AIRI
precision machined components (structural parts for defense platforms)
• $CVU
structural assemblies (metal frameworks / support structures)
• $SIF
forged components (high-stress metal parts for propulsion systems)
• $CLF
steel plate (naval-grade armor / shipbuilding input)
• $TTI
Iron ore (steel input / defense manufacturing)
———————-
🔸 JETS (AEROSPACE / DEFENSE AVIATION)
• $CVU
airframe structures (fighter / ISR aircraft components)
• $AIRI
engine + landing gear parts (precision assemblies)
• $SIF
jet engine forgings (critical rotating components)
• $AMPG
RF/microwave components (radar, EW systems)
• $LTRX
secure connectivity (IoT / edge comms for defense systems)
• $TTI
iron ore (steel input / defense manufacturing)
———————-
🔸 WEAPONS (MISSILES / DRONES / ELECTRONICS / MATERIALS)
• $SYPR
encrypted comms + cyber systems
• $ECVT
specialty materials (energetics / refining inputs for defense supply chain)
• $USAR
rare earth magnets (missiles, guidance systems, radar)
• $UAMY
antimony (ammo, explosives, military alloys)
• $CDE silver & copper (electronics, conductors, military tech and copper conducting wire)
• $TGB
copper (wiring, electrification of weapons systems)
• $SPIR
pivoted to defense data + ISR (satellite intelligence)
Hidden stocks behind U.S. weapons, naval builds, and critical materials
🔸 SUBMARINES (UNDERSEA / NAVAL SYSTEMS)
• $OPXS
optical sighting systems (periscopes / targeting optics)
• $CODA
sonar imaging (underwater detection / mapping)
• $SYPR
secure electronics + data systems (naval / defense comms)
• $ASTC
sensor payload tech (detection / ISR support)
• $JAGU
nuclear fuel (submarines / strategic energy)
———————
🔸 SHIPS (NAVAL VESSELS / INFRASTRUCTURE)
• $AIRI
precision machined components (structural parts for defense platforms)
• $CVU
structural assemblies (metal frameworks / support structures)
• $SIF
forged components (high-stress metal parts for propulsion systems)
• $CLF
steel plate (naval-grade armor / shipbuilding input)
• $TTI
Iron ore (steel input / defense manufacturing)
———————-
🔸 JETS (AEROSPACE / DEFENSE AVIATION)
• $CVU
airframe structures (fighter / ISR aircraft components)
• $AIRI
engine + landing gear parts (precision assemblies)
• $SIF
jet engine forgings (critical rotating components)
• $AMPG
RF/microwave components (radar, EW systems)
• $LTRX
secure connectivity (IoT / edge comms for defense systems)
• $TTI
iron ore (steel input / defense manufacturing)
———————-
🔸 WEAPONS (MISSILES / DRONES / ELECTRONICS / MATERIALS)
• $SYPR
encrypted comms + cyber systems
• $ECVT
specialty materials (energetics / refining inputs for defense supply chain)
• $USAR
rare earth magnets (missiles, guidance systems, radar)
• $UAMY
antimony (ammo, explosives, military alloys)
• $CDE silver & copper (electronics, conductors, military tech and copper conducting wire)
• $TGB
copper (wiring, electrification of weapons systems)
• $SPIR
pivoted to defense data + ISR (satellite intelligence)
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