Everything Is Already Written.
Joined June 2018
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π€β‘οΈ Many people ask me what I do for work. As an Automation Engineer, I design industrial robots for multiple industries. Below is a small sample. This is a production line I designed for the Medical Industry that produces contact lenses.
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BREAKING: Voting starts in Israel's election
Congratulations to Olivia Chow @oliviachow, Torontoβs Joker, on four more years running Arkham Asylum! π€‘
Higher property taxes, endless gridlock, more bike lanes and rainbow crosswalks.
You can't afford to live here, can't drive anywhere, and can't escape the madness. But at least the road to insanity looks fabulous! π β at Toronto, Ontario
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BREAKING: Netanyahu crashes to all-time low in odds to remain Prime Minister of Israel after tomorrow's election, as centrist former IDF chief Eisenkot surges.
27% chance.
π polymarket.com/r/Netanyahu26
US natural gas is $2.50.
European natural gas is about $30.
Europe pays 12x more for the same fuel while German storage sits at 61.5% full, far below its 10-year floor.
Cheap US gas can't save Europe when every US LNG export terminal is already maxed out.
xitter.cf/JavierBlas/status/2114β¦
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JUST IN - Iran president arrives in Russia, will meet Putin
A tanker is ablaze off Iraq's main oil port as Kuwait cuts diesel output and Baghdad slashes crude $28β$37/bbl.
Meta filed for a $95B AI stock sale as Anthropic's S-1 revealed an $855B chip backlog and $161B Broadcom lease.
Non-dealers took 87% of today's $69B 2-year auction.
Buried in Anthropic's S-1 footnotes: $855B+ in locked AI compute contracts through 2031, including up to $120.5B with SpaceX's AI subsidiary for Nvidia GPUs.
Gross margin hit 85.4% in 1H 2026 as Q2 flipped to a $974M operating profit.
Who wins the compute buildout?
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BREAKING: Senior officials from Pakistan, Turkey and Saudi Arabia meet Iranian top officials in Tehran: state media
Paper oil futures fell 1.3% to $115.23 this morning, but physical Murban crude, which loads outside Hormuz, jumped 3% to $118.63.
Europe diesel barges surged $56.50/ton to $1,511 while 492 ships wait outside Hormuz.
Do paper futures catch up to physical?
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Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Anthropic just filed its public Form S-1 with the SEC to list on Nasdaq under ticker "ANT."
First-half 2026 revenue jumped 14x to $16.29B on $8.95B of AI compute spend, with $131.65B in cash on hand.
What valuation clears a $16.3B half-year run rate?
492 ships are stuck outside Hormuz after another tanker was hit, and Saudi Aramco stays silent on pipeline repairs.
Oil is bottled up at sea while shallow Rhine water blocks full diesel barges into Germany.
Watch the US China AI chip ban and 11 AM $6B bond buyback.
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BREAKING: Luiz Inacio Lula da Silva wins Brazil's presidential election
Russia offers the US "any quantities of diesel," per @FirstSquawk, as Agioi Fanendes sails from Primorsk to NY with 40,000 mt (OFAC GL 135).
East Coast distillate is 29% below the 5-yr avg (21.0M bbl); DOE is tapping 400k SPR + 315k heating-oil bbl.
The ship lands Nov 7.
Four central banks in three days: the Fed and Bank of Canada on Wednesday, the ECB on Thursday, the Bank of Japan on Friday.
The quieter dates: a Treasury long-bond buyback on Tuesday, and OFAC's Lukoil station license expiring on Thursday.
Which one does the bond market price first?
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Following reports of an anti-ship missile launch towards the Strait of Hormuz, the IRGC has claimed that an βoffendingβ vessel was just struck in the waterway.
More to come.
Anti-ship missile launched from Sirik @ 1250Z
Hormozgan Province, Iran
[Delayed Post via FromIran Β· 120-second delay]
fromiran.sh1n.org/incidents/β¦
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Iranian army says it shot down US drone over Bandar Abbas, Tasnim reports reut.rs/4ze1fAe reut.rs/4ze1fAe
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#BREAKING: B.C. Conservatives win majority government. Live real-time election updates here. ctvnews.ca/vancouver/articleβ¦
