# ![@Ksvane Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::215216500.png) @Ksvane Kurtasle

Kurtasle posts on X about ai, $nvo, company, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::215216500/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:interactions.svg)

- [--] Week [------] +562%
- [--] Month [------] +295%
- [--] Months [------] +454%
- [--] Year [------] +81%

### Mentions: [--] [#](/creator/twitter::215216500/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:posts_active.svg)

- [--] Week [--] +109%
- [--] Month [---] +154%
- [--] Months [---] +330%
- [--] Year [---] +126%

### Followers: [---] [#](/creator/twitter::215216500/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:followers.svg)

- [--] Week [---] +10%
- [--] Month [---] +9.70%
- [--] Months [---] +8.80%
- [--] Year [---] +22%

### CreatorRank: [-------] [#](/creator/twitter::215216500/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::215216500/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  35.34% [finance](/list/finance)  14.66% [technology brands](/list/technology-brands)  11.21% [cryptocurrencies](/list/cryptocurrencies)  6.9% [countries](/list/countries)  6.03% [automotive brands](/list/automotive-brands)  3.45% [exchanges](/list/exchanges)  #2887 [fashion brands](/list/fashion-brands)  0.86% [musicians](/list/musicians)  0.86%

**Social topic influence**
[ai](/topic/ai) 20.69%, [$nvo](/topic/$nvo) #53, [company](/topic/company) #3104, [in the](/topic/in-the) 5.17%, [$aur](/topic/$aur) #21, [this is](/topic/this-is) 5.17%, [$amzn](/topic/$amzn) #726, [if you](/topic/if-you) 4.31%, [$chrw](/topic/$chrw) #10, [$rime](/topic/$rime) #79

**Top accounts mentioned or mentioned by**
[@researchpulse1](/creator/undefined) [@aktieuniverset](/creator/undefined) [@madsc007](/creator/undefined) [@mercantio](/creator/undefined) [@tomik99](/creator/undefined) [@srigaussian](/creator/undefined) [@andrewirelandin](/creator/undefined) [@thisweeknai](/creator/undefined) [@financebully](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@gabgrowth](/creator/undefined) [@rentyourstocks](/creator/undefined) [@bastianellilore](/creator/undefined) [@mikepat711](/creator/undefined) [@paulcerro](/creator/undefined) [@benjamindekr](/creator/undefined) [@manonthepen](/creator/undefined) [@osint613](/creator/undefined) [@mysemicab](/creator/undefined) [@aborators](/creator/undefined)

**Top assets mentioned**
[Novo-Nordisk (NVO)](/topic/$nvo) [Auroracoin (AUR)](/topic/$aur) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [RAI Finance (SOFI)](/topic/$sofi) [XPO LOGISTICS, INC. (XPO)](/topic/$xpo) [Expeditors International of Wshngtn Inc (EXPD)](/topic/$expd) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Sea Limited (SE)](/topic/$se) [Metadium (META)](/topic/$meta) [FedEx Corporation (FDX)](/topic/$fdx) [United Parcel Service, Inc. (UPS)](/topic/$ups) [RXO, Inc. (RXO)](/topic/$rxo) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GabGrowth Did buy some $SE - I never really was able to pencil $grab out. I see $SE with a bigger moat"  
[X Link](https://x.com/Ksvane/status/2018338435258524123)  2026-02-02T14:59Z [---] followers, [---] engagements


"Eli Lilly spokesperson says no one should be mass-compounding or selling knockoff GLP-1 products regardless of how they're administered #MarketScreener https://www.marketscreener.com/news/eli-lilly-spokesperson-says-no-one-should-be-mass-compounding-or-selling-knockoff-glp-1-products-reg-ce7e5adedb8bf127utm_source=twitter&utm_medium=social&utm_campaign=share https://www.marketscreener.com/news/eli-lilly-spokesperson-says-no-one-should-be-mass-compounding-or-selling-knockoff-glp-1-products-reg-ce7e5adedb8bf127utm_source=twitter&utm_medium=social&utm_campaign=share"  
[X Link](https://x.com/Ksvane/status/2020268571511910602)  2026-02-07T22:48Z [---] followers, [---] engagements


"$LLY $NVO $HIMS Eli Lilly spokesperson says no one should be mass-compounding or selling knockoff GLP-1 products regardless of how they're administered #MarketScreener https://t.co/E6eQWWUIUk Eli Lilly spokesperson says no one should be mass-compounding or selling knockoff GLP-1 products regardless of how they're administered #MarketScreener https://t.co/E6eQWWUIUk"  
[X Link](https://x.com/Ksvane/status/2020268792723677501)  2026-02-07T22:49Z [---] followers, [---] engagements


"@RentYourStocks compounding used to be a buzz word - now it's a buzz kill. $HIMS $NVO $LLY"  
[X Link](https://x.com/Ksvane/status/2021010764782501899)  2026-02-09T23:58Z [---] followers, [---] engagements


"@BastianelliLore Easy 100x from here"  
[X Link](https://x.com/Ksvane/status/2021067789990305831)  2026-02-10T03:44Z [---] followers, [--] engagements


"Almost like waiting for Christmas $NVO Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo also mentioned https://t.co/i3UcWg6fc4 Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo"  
[X Link](https://x.com/Ksvane/status/2021241647363752081)  2026-02-10T15:15Z [---] followers, [---] engagements


"Ill bet $690 B in #capex from $Googl $meta $AMZN and $msft its not impossible https://www.cnbc.com/2026/02/10/taiwan-chips-us-supply-chain-lutnick-trade-deal.html https://www.cnbc.com/2026/02/10/taiwan-chips-us-supply-chain-lutnick-trade-deal.html"  
[X Link](https://x.com/Ksvane/status/2021243834060112047)  2026-02-10T15:24Z [---] followers, [--] engagements


"They need to spend it this year for the [--] off tax write offs. Curious what the reaction will be when the capex for [----] is lower than [----] https://www.cnbc.com/2026/02/10/tech-it-ubs-downgrade-ai-software.html https://www.cnbc.com/2026/02/10/tech-it-ubs-downgrade-ai-software.html"  
[X Link](https://x.com/Ksvane/status/2021244890181665141)  2026-02-10T15:28Z [---] followers, [--] engagements


"@mikepat711 If you are not 100% car enthusiast - and are able to seperate the car from the man. the obv choice is the $tsla MY"  
[X Link](https://x.com/Ksvane/status/2021316301696925918)  2026-02-10T20:12Z [---] followers, [---] engagements


"Claude The data is in: H-1B is about lower wages. Period. We all knew this already but it's nice to have the data. This is NBER data. All you lowlifes claiming that "Americans aren't as skilled" can suck my left testicle. The data is in: H-1B is about lower wages. Period. We all knew this already but it's nice to have the data. This is NBER data. All you lowlifes claiming that "Americans aren't as skilled" can suck my left testicle"  
[X Link](https://x.com/Ksvane/status/2021348868500357417)  2026-02-10T22:21Z [---] followers, [--] engagements


"This video features a conversation between host Jonathan Stern and patent attorney Gaston Kroub regarding the lawsuit filed by Novo Nordisk against Hims & Hers for patent infringement related to semaglutide. Summary of the Lawsuit Breakdown The Patent at Issue: Novo Nordisk is suing based on US Patent No. [-------] (the "343 patent") which Kroub describes as the "crown jewel" semaglutide patent 01:48. This is the first time Novo has used this patent against a compounder rather than a generic manufacturer. A "Pharma Royalty Play": Kroub explains that this is primarily a case about money. Novo is"  
[X Link](https://x.com/Ksvane/status/2021354912106545393)  2026-02-10T22:45Z [---] followers, [---] engagements


"I hear it's all the test drinkers - now being replaced by AI. Turns out - they were just drinking as much as possible. https://www.cnbc.com/2026/02/11/heineken-slash-6000-jobs-ai-productivity-savings-.html https://www.cnbc.com/2026/02/11/heineken-slash-6000-jobs-ai-productivity-savings-.html"  
[X Link](https://x.com/Ksvane/status/2021572492138008760)  2026-02-11T13:10Z [---] followers, [--] engagements


"honestly Todays jobs data is more about the past than the present. If those [----] benchmark revisions hit the -1M mark it confirms the "resilient labor market" was a myth. Watch for 4.5% unemployment to be the trigger for a Fed pivot in March. OR am I wrong #Trading #Macro"  
[X Link](https://x.com/Ksvane/status/2021575816715370530)  2026-02-11T13:23Z [---] followers, [--] engagements


"@paulcerro what's the likelihood of a settlement if the $bulls says the it's more than a GLP-1 company why risk bankruptcy why not settle and move on $NVO"  
[X Link](https://x.com/Ksvane/status/2021579489138925586)  2026-02-11T13:38Z [---] followers, [---] engagements


"@ResearchPulse1 that's a hockeystick $NVO"  
[X Link](https://x.com/Ksvane/status/2021629691703259408)  2026-02-11T16:57Z [---] followers, [---] engagements


"Finally someone saying it $nvo $VKTX CEO on $NVO 💊 "Fastest drug launch in history. Bodes well for anyone developing a peptide. It puts to bed that nonsense about how bad 30mins is to consume anything. It's just kind of a joke that that's a big deal." Most colorful language I've ever heard Brian Lian use😅 $VKTX CEO on $NVO 💊 "Fastest drug launch in history. Bodes well for anyone developing a peptide. It puts to bed that nonsense about how bad 30mins is to consume anything. It's just kind of a joke that that's a big deal." Most colorful language I've ever heard Brian Lian use😅"  
[X Link](https://x.com/Ksvane/status/2021724654873014563)  2026-02-11T23:14Z [---] followers, [---] engagements


"When it rains $hims $nvo 😏😏😏 https://t.co/2LRqkXDFdu 😏😏😏 https://t.co/2LRqkXDFdu"  
[X Link](https://x.com/Ksvane/status/2021747646206259708)  2026-02-12T00:46Z [---] followers, [---] engagements


"@BenjaminDEKR the new Model X. $TSLA"  
[X Link](https://x.com/Ksvane/status/2021791704723149004)  2026-02-12T03:41Z [---] followers, [--] engagements


"Me: Can barely turn on a toaster Also me: Building actual apps with Claude This is your sign that you don't need to be technical to build something amazing. Just start. 🚀 #ClaudeAI #AI #BuildInPublic #NoCode #TechForEveryone"  
[X Link](https://x.com/Ksvane/status/2021795722874765314)  2026-02-12T03:57Z [---] followers, [--] engagements


"@ManOnThePen all about habit. $NVO"  
[X Link](https://x.com/Ksvane/status/2021796111376335226)  2026-02-12T03:58Z [---] followers, [---] engagements


"The best defense is offense $NVO $NVO plans to start selling Wegovy in vials according to Bloomberg as it looks to win back share from $LLY. Novo currently sells Wegovy in injector pens. Lilly launched lower-priced vials nearly two years ago to ease shortages and attract price-sensitive patients. Pricing for $NVO plans to start selling Wegovy in vials according to Bloomberg as it looks to win back share from $LLY. Novo currently sells Wegovy in injector pens. Lilly launched lower-priced vials nearly two years ago to ease shortages and attract price-sensitive patients. Pricing for"  
[X Link](https://x.com/Ksvane/status/2021808707290710190)  2026-02-12T04:48Z [---] followers, [---] engagements


"@Osint613 The irony. man uses FSD in his Cybertruck so he can play a video game driving a Cybertruck $tsla"  
[X Link](https://x.com/Ksvane/status/2021813698998972755)  2026-02-12T05:08Z [---] followers, [---] engagements


"yes key is to strike the balance of backend optimization and prod gains - and have the external experience of personal customer service / being close to your customers. Still a tendency that people will trust you with their kids before trusting you with their freight i.e. Relationships will still matter https://twitter.com/i/web/status/2022033838525100387 https://twitter.com/i/web/status/2022033838525100387"  
[X Link](https://x.com/Ksvane/status/2022033838525100387)  2026-02-12T19:43Z [---] followers, [---] engagements


"They should use $SoFi stablecoin #sofiusd Just in [----] alone $38 BILLION in remittances flowed to India from the approximately [--] million Indians living in the US. This has to stop I wonder if they'd stay here if those remittances were either taxed or stopped. Just in [----] alone $38 BILLION in remittances flowed to India from the approximately [--] million Indians living in the US. This has to stop I wonder if they'd stay here if those remittances were either taxed or stopped"  
[X Link](https://x.com/Ksvane/status/2022044606112952436)  2026-02-12T20:26Z [---] followers, [--] engagements


"A former karaoke company just wiped billions off logistics stocks. $CHRW down 15%. $XPO down 6%. DSV down 11% in Europe. Landstar -16%. RXO -20%. I'm a freight forwarder. I actually move cargo for a living. Here's what Wall Street is getting wrong about AI in logistics: 🧵👇"  
[X Link](https://x.com/Ksvane/status/2022127795837776363)  2026-02-13T01:56Z [---] followers, [----] engagements


"Algorhythm Holdings ($RIME) which sold its Singing Machine karaoke business last year announced its SemiCab AI platform can handle 400% more freight per operator. Stock went up 30%. The entire logistics sector went into freefall. The company had less than $2M in quarterly revenue"  
[X Link](https://x.com/Ksvane/status/2022127797054161029)  2026-02-13T01:56Z [---] followers, [---] engagements


"Let me translate "400% more freight volume per operator" into real-world freight forwarding: In theory: one person managing [----] loads/year instead of [---]. In practice: that only works if every load is simple standardized and has zero problems. Anyone who's moved cargo knows that's not how freight works. https://twitter.com/i/web/status/2022127798283022511 https://twitter.com/i/web/status/2022127798283022511"  
[X Link](https://x.com/Ksvane/status/2022127798283022511)  2026-02-13T01:56Z [---] followers, [--] engagements


"The actual disruption isn't some penny stock. It's this: AI will make good freight forwarders great and it will make bad freight forwarders obsolete. The tools are already accessible. Platforms like @mysemicab Ovlo Lumari and Third Axiom are putting enterprise-level AI into the hands of small operators. The forwarders who adopt in [----] will dominate by 2030"  
[X Link](https://x.com/Ksvane/status/2022127802963906641)  2026-02-13T01:56Z [---] followers, [--] engagements


"@Aborators at Barclays calls today's selloff "disproportionate to the risk" and says buy the dip. Baird reiterated outperform on $CHRW and $EXPD. The smart money knows: you don't short an entire industry because a company with $2M revenue published a press release. This isn't a @DeepSeek moment for freight. Not yet. https://twitter.com/i/web/status/2022127804352278952 https://twitter.com/i/web/status/2022127804352278952"  
[X Link](https://x.com/Ksvane/status/2022127804352278952)  2026-02-13T01:56Z [---] followers, [---] engagements


"98% of logistics companies say they "use AI." Having tried to get some of these companies to respond to an email I have questions. #Logistics #AI #FreightForwarding"  
[X Link](https://x.com/Ksvane/status/2022154334843380011)  2026-02-13T03:42Z [---] followers, [--] engagements


"While everyone is panic-selling logistics stocks over an AI headline. Maersk is quietly sending ships back through the Suez Canal for the first time since the Houthi crisis. That adds 6-8% more container capacity to an already soft market. This is the story that actually matters for freight rates. #OceanFreight #SupplyChain #Shipping https://twitter.com/i/web/status/2022154454657794324 https://twitter.com/i/web/status/2022154454657794324"  
[X Link](https://x.com/Ksvane/status/2022154454657794324)  2026-02-13T03:42Z [---] followers, [--] engagements


"@tomik99 And I'm betting it's highly customizable throughout it's life time A lot of the off the shelve software today you are stuck with the default version - or have to paid high programming cost for customization. How have you guys built that in here"  
[X Link](https://x.com/Ksvane/status/2022178745646453189)  2026-02-13T05:19Z [---] followers, [--] engagements


"@tomik99 So basically any Tom Dick and Harry FFW can vibe code the last 20% - and keep it relevant in perpetuity"  
[X Link](https://x.com/Ksvane/status/2022249456029372867)  2026-02-13T10:00Z [---] followers, [--] engagements


"@jackprandelli makes sense why $tsla wants to integrate/control the entire supply chain"  
[X Link](https://x.com/Ksvane/status/2022307138539012377)  2026-02-13T13:49Z [---] followers, [---] engagements


"Aurora's driverless trucks just ran [----] miles Dallas to Phoenix in [--] hours. A human driver doing that legally [--] days minimum. HOS rules cap you at [--] hours driving in a 14-hour window then mandatory 10-hour rest. Aurora did it in one shot. No stops. No fatigue. No violations. https://twitter.com/i/web/status/2022312590198882427 https://twitter.com/i/web/status/2022312590198882427"  
[X Link](https://x.com/Ksvane/status/2022312590198882427)  2026-02-13T14:11Z [---] followers, [---] engagements


"Who's buying Werner. FedEx. Schneider. Uber Freight. These aren't startups experimenting. These are the biggest names in trucking putting real freight on driverless trucks. And Detmar Logistics is running [--] autonomous trucks hauling frac sand in the Permian Basin 20+ hours a day. https://twitter.com/i/web/status/2022312594170929386 https://twitter.com/i/web/status/2022312594170929386"  
[X Link](https://x.com/Ksvane/status/2022312594170929386)  2026-02-13T14:11Z [---] followers, [---] engagements


"It gets more interesting in H2. Aurora is rolling out next-gen hardware mid-2026: 50% cost reduction per truck Lidar range doubled to [----] meters Built to last [--] million+ miles All-weather capable And in Q2 they're deploying trucks with NO human observer in the cab at all. Continental's spin-off AUMOVIO starts producing third-gen hardware in [----]. https://twitter.com/i/web/status/2022312596184219896 https://twitter.com/i/web/status/2022312596184219896"  
[X Link](https://x.com/Ksvane/status/2022312596184219896)  2026-02-13T14:11Z [---] followers, [---] engagements


"Now compare this to what spooked the market yesterday. SemiCab (via Algorhythm Holdings): A software platform from a former karaoke company claiming 400% productivity gains. Revenue: $1M/quarter. Aurora: [------] real driverless miles. FedEx and Werner as customers. $80M revenue run-rate target by year-end. One is a press release. The other is on the highway. https://twitter.com/i/web/status/2022312598113243646 https://twitter.com/i/web/status/2022312598113243646"  
[X Link](https://x.com/Ksvane/status/2022312598113243646)  2026-02-13T14:11Z [---] followers, [---] engagements


"As a freight forwarder here's what I'm watching: Autonomous trucks won't replace us. They'll change WHICH lanes get disrupted first. Sun Belt corridors Dallas-Houston Dallas-Phoenix I-10/I-20 are the testing ground. If you're quoting those lanes you need to understand that your rate competition isn't just other carriers anymore. It's a truck that runs [--] hours a day and never calls in sick"  
[X Link](https://x.com/Ksvane/status/2022312600487534804)  2026-02-13T14:11Z [---] followers, [---] engagements


"The SemiCab story was noise. Aurora is signal. AI isn't going to kill freight forwarding. But it IS going to reshape trucking starting with the lanes where autonomous makes economic sense. The forwarders who understand this shift will win. The ones who ignore it will wonder why their carriers keep getting cheaper on Sun Belt lanes. Sources below. https://twitter.com/i/web/status/2022312603872321815 https://twitter.com/i/web/status/2022312603872321815"  
[X Link](https://x.com/Ksvane/status/2022312603872321815)  2026-02-13T14:11Z [---] followers, [---] engagements


"Sources for this thread: @TechCrunch Aurora's "superhuman" milestone @Aurora_Driver [--] routes Sun Belt expansion @axios "Era of superhuman logistics" @cdaborjelife HOS comparison My article on the SemiCab crash: Follow @Ksvane for the freight forwarder's perspective. https://x.com/Ksvane/status/2022161291645984973 https://cdllife.com/2026/aurora-says-1000-mile-driverless-lane-extends-well-beyond-current-hours-of-service-limitations-for-human-truckers/ https://www.axios.com/2026/02/11/aurora-automated-long-distance-trucks"  
[X Link](https://x.com/Ksvane/status/2022312605705179157)  2026-02-13T14:11Z [---] followers, [---] engagements


"@edels0n Truflation saying something else"  
[X Link](https://x.com/Ksvane/status/2022326634272223370)  2026-02-13T15:06Z [---] followers, [---] engagements


"@SriGaussian @AndrewIrelandIN @grok can you check unemployment among their grads"  
[X Link](https://x.com/Ksvane/status/2022338491397595333)  2026-02-13T15:54Z [---] followers, [--] engagements


"very informative for people not in the industry Ever wondered how those massive container ships keep everything secure while battling the rough seas https://t.co/4CsneT30KR Ever wondered how those massive container ships keep everything secure while battling the rough seas https://t.co/4CsneT30KR"  
[X Link](https://x.com/Ksvane/status/2022380698989138311)  2026-02-13T18:41Z [---] followers, [--] engagements


"https://techcrunch.com/2026/02/12/waymo-is-asking-doordash-drivers-to-shut-the-doors-of-its-self-driving-cars/ https://techcrunch.com/2026/02/12/waymo-is-asking-doordash-drivers-to-shut-the-doors-of-its-self-driving-cars/"  
[X Link](https://x.com/Ksvane/status/2022384094374695398)  2026-02-13T18:55Z [---] followers, [--] engagements


"https://www.globenewswire.com/news-release/2026/02/12/3237290/0/en/SemiCab-s-AI-Platform-Shown-to-Handle-400-More-Freight-Volume-Without-Additional-Staff.html https://www.globenewswire.com/news-release/2026/02/12/3237290/0/en/SemiCab-s-AI-Platform-Shown-to-Handle-400-More-Freight-Volume-Without-Additional-Staff.html"  
[X Link](https://x.com/Ksvane/status/2022387474862084323)  2026-02-13T19:08Z [---] followers, [--] engagements


"@ThisWeeknAI @dwarkesh_sp trillions I get it - they got an awesome model growing rapidly - but it's a crowded market and they take turn leapfrogging. #AI"  
[X Link](https://x.com/Ksvane/status/2022390373604343960)  2026-02-13T19:20Z [---] followers, [---] engagements


"Makes so much sense when you think about it. Also - how many times do you see a DHL UPS and FedEx truck at the same time in the same neighborhood. Ohh and yeah and $AMZN too. $FDX $UPS $DHL FedEx plans to close roughly 30% of its facility footprint by the end of [----] as it continues to advance its Network [---] overhaul plan. https://t.co/xoKmLIjwZi https://t.co/OafvYhmiTo FedEx plans to close roughly 30% of its facility footprint by the end of [----] as it continues to advance its Network [---] overhaul plan. https://t.co/xoKmLIjwZi https://t.co/OafvYhmiTo"  
[X Link](https://x.com/Ksvane/status/2022417964763615432)  2026-02-13T21:09Z [---] followers, [---] engagements


"Not sure what the big surprise is - we knew other silicon would eventually start to compete. Nvidia's stock is down and AMD is up. The culprit may be Arista. https://cnb.cx/3MvaicP https://cnb.cx/3MvaicP"  
[X Link](https://x.com/Ksvane/status/2022427027350155599)  2026-02-13T21:45Z [---] followers, [--] engagements


"https://www.cnbc.com/2026/02/12/trump-tariffs-us-customs-record-bond-funding-issues-flagged.html https://www.cnbc.com/2026/02/12/trump-tariffs-us-customs-record-bond-funding-issues-flagged.html"  
[X Link](https://x.com/Ksvane/status/2022432220481491124)  2026-02-13T22:06Z [---] followers, [--] engagements


"@FreightWaves maybe time for GLP-1s for all truck drivers $Nvo"  
[X Link](https://x.com/Ksvane/status/2022454976036114593)  2026-02-13T23:36Z [---] followers, [--] engagements


"What I read this week in freight logistics & AI 🧵 [--] articles that shaped the conversation this week. If you move freight or invest in supply chains bookmark this. #Logistics #FreightTech #SupplyChain #AI"  
[X Link](https://x.com/Ksvane/status/2022501119646445750)  2026-02-14T02:40Z [---] followers, [--] engagements


"The big one. A former karaoke company's AI tool wiped billions off trucking stocks in a single day. $CHRW -15% $RXO -20% $EXPD -16%. The "DeepSeek moment" for freight has arrived whether the tech is real or not the market reaction was. $JBHT $XPO $RIME #FreightTech #Trucking https://www.cnbc.com/2026/02/12/trucking-and-logistics-stocks-tumble-on-release-of-ai-freight-scaling-tool.html https://www.cnbc.com/2026/02/12/trucking-and-logistics-stocks-tumble-on-release-of-ai-freight-scaling-tool.html"  
[X Link](https://x.com/Ksvane/status/2022501241889443979)  2026-02-14T02:40Z [---] followers, [--] engagements


"$AUR just tripled its driverless truck network to [--] routes and completed a 1000-mile nonstop Fort Worth Phoenix run in [--] hours. No human driver can legally do that. 250K driverless miles. Zero safety incidents. Fleet going from [--] to 200+ trucks this year. #AutonomousTrucks #SelfDriving #FreightTech https://techcrunch.com/2026/02/12/auroras-driverless-trucks-can-now-travel-farther-distances-faster-than-human-drivers/ https://techcrunch.com/2026/02/12/auroras-driverless-trucks-can-now-travel-farther-distances-faster-than-human-drivers/"  
[X Link](https://x.com/Ksvane/status/2022501368582521037)  2026-02-14T02:41Z [---] followers, [--] engagements


"$ECHO acquiring ITS Logistics to create a $5.4B 3PL giant. ITS went from zero brokerage in [----] to $1.3B revenue by [----]. Echo gets their drop trailer program (DropFleet) dedicated capacity and [----] employees. Consolidation is accelerating. #3PL #FreightBrokerage #Logistics https://www.freightwaves.com/news/echo-global-logistics-acquires-its-logistics-to-create-5-4-billion-combined-entity https://www.freightwaves.com/news/echo-global-logistics-acquires-its-logistics-to-create-5-4-billion-combined-entity"  
[X Link](https://x.com/Ksvane/status/2022501631758352490)  2026-02-14T02:42Z [---] followers, [--] engagements


"Tender rejections hit 13%+ this week. Spot rates surging from winter weather. Contract rates face upside risk. After two years of freight recession the market is finally inflecting and it's happening just as AI autonomy and consolidation are reshaping who captures that upside. $CHRW $JBHT $XPO $SNDR $KNX #Trucking #FreightMarket https://blog.gettransport.com/news/truckload-rates-tender-rejection-feb-2026/ https://blog.gettransport.com/news/truckload-rates-tender-rejection-feb-2026/"  
[X Link](https://x.com/Ksvane/status/2022503161093873779)  2026-02-14T02:48Z [---] followers, [--] engagements


"If JD Vance was the wrecking ball in Munich last year Marco Rubio is the architect this year. Same firm policy but with the statesmanship that wins over the middle. The "Vance-Rubio" [----] debate officially starts today. #Rubio2028"  
[X Link](https://x.com/Ksvane/status/2022678976968503619)  2026-02-14T14:27Z [---] followers, [--] engagements


"First context. Autonomous trucking bills have been introduced before (2017 2021). They all excluded trucks. Too politically risky labor unions safety concerns public backlash. The [----] version It explicitly includes heavy-duty freight. That's the big shift"  
[X Link](https://x.com/Ksvane/status/2022684650649584112)  2026-02-14T14:49Z [---] followers, [--] engagements


"As a freight forwarder here's my honest take: This won't replace human truckers overnight. The bill has safety reporting requirements crash data repositories and testing frameworks. But it removes the legal ambiguity that was the #1 barrier to scaling autonomous freight. That matters enormously"  
[X Link](https://x.com/Ksvane/status/2022684656987214095)  2026-02-14T14:49Z [---] followers, [--] engagements


"@aktieuniverset @MadsC007 $AUR While everyone was arguing about SemiCab this week Congress introduced the most important piece of freight legislation in a decade. The Self Drive Act of [----] (H.R. 7390) could reshape trucking more than any AI startup ever will. Here's what it actually says and what it While everyone was arguing about SemiCab this week Congress introduced the most important piece of freight legislation in a decade. The Self Drive Act of [----] (H.R. 7390) could reshape trucking more than any AI startup ever will. Here's what it actually says and what it"  
[X Link](https://x.com/Ksvane/status/2022685437178056985)  2026-02-14T14:52Z [---] followers, [--] engagements


"@3KComeback I havent - they are all just missing a part. And not complete"  
[X Link](https://x.com/Ksvane/status/2022720748285198786)  2026-02-14T17:13Z [---] followers, [--] engagements


"Rotterdam: 14M containers/year with 10-15 people per shift. Fully automated cranes handle [--] containers/hour 50% above manual. And NEOM is building an entire port from scratch fully electric AI-powered zero legacy infrastructure. Port automation doesn't get enough attention. That's changing. https://twitter.com/i/web/status/2022795574244970749 https://twitter.com/i/web/status/2022795574244970749"  
[X Link](https://x.com/Ksvane/status/2022795574244970749)  2026-02-14T22:10Z [---] followers, [--] engagements


"@HyperTechInvest I guess anything to take away the focus from $ETH"  
[X Link](https://x.com/Ksvane/status/2022798950625939630)  2026-02-14T22:23Z [---] followers, [--] engagements


"@LTDManagement @NFL_DovKleiman @bepryor unlike Joe Flacco - this wine is not aging well"  
[X Link](https://x.com/Ksvane/status/2022879375428063412)  2026-02-15T03:43Z [---] followers, [--] engagements


"his isn't a demo. It's a commercial service. Right now: [--] driverless routes across TX NM and AZ [--] trucks in the fleet (10 fully driverless) [------] driverless miles with a perfect safety record ALL commercial capacity sold out through Q3 They tripled their network in a single quarter"  
[X Link](https://x.com/Ksvane/status/2022312592275046406)  2026-02-13T14:11Z [---] followers, [---] engagements


"But let's keep it real. Aurora lost $816M in [----]. The stock is at $4 down from a 52-week high of $10.77. They're burning $190-220M per quarter. Breakeven gross margin isn't expected until late [----]. Positive free cash flow [----]. This is early. Kodiak and PlusAI are coming hard. The race is far from over. https://twitter.com/i/web/status/2022312602135892245 https://twitter.com/i/web/status/2022312602135892245"  
[X Link](https://x.com/Ksvane/status/2022312602135892245)  2026-02-13T14:11Z [---] followers, [---] engagements


"Wrote a thread on what's actually happening in autonomous trucking and why yesterday's SemiCab panic was noise vs what Aurora is doing on the highway right now. @aktieuniverset @MadsC007 Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY"  
[X Link](https://x.com/Ksvane/status/2022313207508197840)  2026-02-13T14:13Z [---] followers, [---] engagements


"@DavidSacks Why we need someone at the FED looking at alternative data - instead of these backwards looking points and then be behind the curve"  
[X Link](https://x.com/Ksvane/status/2022380957991584064)  2026-02-13T18:42Z [---] followers, [---] engagements


"Waymo raised $16 billion to build cars that drive themselves but can't close their own doors so now they're paying DoorDash drivers to do it. The "Dash" in DoorDash has never been more literal"  
[X Link](https://x.com/Ksvane/status/2022384093309341791)  2026-02-13T18:55Z [---] followers, [--] engagements


"Should clarify - the [----] v [---] loads are numbers quoted by $rime in this article below Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling"  
[X Link](https://x.com/Ksvane/status/2022387473733865701)  2026-02-13T19:08Z [---] followers, [---] engagements


"Trump's tariffs trigger $3.6 BILLION customs bond shortfalldouble [----] levels. [-----] importers can't access their freight because bonds are insufficient. Duty rates aren't the only headache for US importersbond requirements surged up to 550% for some companies. Goods stuck at ports. Link Below #Tariffs #TrumpTariffs #ImportCrisis #SupplyChain #Trade #CustomsBonds #Logistics #USBusiness #FreightDelay"  
[X Link](https://x.com/Ksvane/status/2022432219219030136)  2026-02-13T22:06Z [---] followers, [--] engagements


"no one's talking about the yield on the 10y"  
[X Link](https://x.com/Ksvane/status/2022455516564504727)  2026-02-13T23:39Z [---] followers, [--] engagements


"$AMKBY Maersk and $HLAG Hapag-Lloyd are returning to the Suez Canal starting mid-February. CMA CGM already went first. Suez revenue up 24.5%. But here's the risk nobody's talking about: ships arriving via Suez + ships still rounding Africa = massive European port congestion in weeks. #Shipping #Maritime #SupplyChain https://www.manilatimes.net/2026/02/11/business/maritime/maersk-and-hapag-lloyd-return-to-suez/2275756 https://www.manilatimes.net/2026/02/11/business/maritime/maersk-and-hapag-lloyd-return-to-suez/2275756"  
[X Link](https://x.com/Ksvane/status/2022501512711376925)  2026-02-14T02:41Z [---] followers, [--] engagements


"Key provision #1: Revenue-generating operations under testing permits. Previously AV trucks could only test they couldn't carry paying freight. Now the bill creates a path for "limited commercial operations" during evaluation. This is how $AUR fills that 200+ truck fleet this year.Key provision #3: Cab-less trucks are now legally defined. The bill says vehicles with automated driving systems configured "solely to carry property" cannot be required to include manually operated controls. No steering wheel. No pedals. No cab. Just cargo and sensors. This is in a Congressional bill."  
[X Link](https://x.com/Ksvane/status/2022684652344086975)  2026-02-14T14:49Z [---] followers, [--] engagements


"Now connect this to what's happening on the ground. $AUR has [--] driverless routes. 250K miles without an incident. All commercial capacity booked through Q3. Fleet going from [--] to 200+ trucks by year-end. The technology is ahead of the regulation. This bill is regulation catching up. https://twitter.com/i/web/status/2022684653686333609 https://twitter.com/i/web/status/2022684653686333609"  
[X Link](https://x.com/Ksvane/status/2022684653686333609)  2026-02-14T14:49Z [---] followers, [--] engagements


"Nike didn't say 'restructuring.' They didn't say 'right-sizing.' They said 'automation.' [---] workers. Gone. And they're not the first GM Tyson UPS all doing the same. The difference Nike put it in the press release. The warehouse labor displacement story is now impossible to ignore. https://twitter.com/i/web/status/2022793810263372155 https://twitter.com/i/web/status/2022793810263372155"  
[X Link](https://x.com/Ksvane/status/2022793810263372155)  2026-02-14T22:03Z [---] followers, [--] engagements


"The House just voted 219-211 to kill Trump's 35% tariffs on Canada. Will it survive a veto No. But [--] Republicans crossed over and the Supreme Court ruling on tariff authority is pending. If you run cross-border freight this is your most important story this week"  
[X Link](https://x.com/Ksvane/status/2022794180670660628)  2026-02-14T22:04Z [---] followers, [--] engagements


"@dr_phil_truckn @maybedanielleee Cheapest rates is not equal lowest cost. IYKYK"  
[X Link](https://x.com/Ksvane/status/2022846745504284802)  2026-02-15T01:33Z [---] followers, [--] engagements


"Capacity Rankings BREAKING: Hapag-Lloyd + FIMI are buying $ZIM for $3.5B+. ZIM will be delisted from NYSE. The deal splits ZIM in two: Hapag-Lloyd gets [--] leased vessels all international routes (China-US intra-Asia) the global sales network and ZIM's tech division FIMI gets [--] owned BREAKING: Hapag-Lloyd + FIMI are buying $ZIM for $3.5B+. ZIM will be delisted from NYSE. The deal splits ZIM in two: Hapag-Lloyd gets [--] leased vessels all international routes (China-US intra-Asia) the global sales network and ZIM's tech division FIMI gets [--] owned"  
[X Link](https://x.com/Ksvane/status/2023070003365589448)  2026-02-15T16:20Z [---] followers, [--] engagements


"@financebully @ResearchPulse1 @Mercantio So $149 month - if you could continue to get it at that/see the benefits - it's basically paying for it's self and more. It'd be great if you could try and put some numbers to it"  
[X Link](https://x.com/Ksvane/status/2023072555381453083)  2026-02-15T16:30Z [---] followers, [--] engagements


"Well. I can invest in all of this through $sofi . I cant wait for that SpaceX IPO $$$$ Robinhood CEO @vladtenev says AI lacks public support because everyday investors are shut out of the upside and cant invest in any of the significant AI companies: Aside from Google OpenAI Anthropic all the startups theyre basically out of reach for normal people. https://t.co/vTfe3OxlzI Robinhood CEO @vladtenev says AI lacks public support because everyday investors are shut out of the upside and cant invest in any of the significant AI companies: Aside from Google OpenAI Anthropic all the startups theyre"  
[X Link](https://x.com/Ksvane/status/2022417080746938850)  2026-02-13T21:06Z [---] followers, [---] engagements


"@nuro Whoop whoop Cant wait to try them out this summer"  
[X Link](https://x.com/Ksvane/status/2022464618346746308)  2026-02-14T00:15Z [---] followers, [---] engagements


"@ThisWeeknAI @Jason @theallinpod So we are back to on premise lol - I guess all cloud companies are going out of business next week. $googl $msft $amzn bye bye"  
[X Link](https://x.com/Ksvane/status/2022500077890343344)  2026-02-14T02:36Z [---] followers, [---] engagements


"$UPS now has [---] automated buildings adding [--] more in [----]. $DHL robots boosted picking rates 30% and forklift efficiency 20%. But here's the stat that matters: only 34% of warehouse executives are fully satisfied with their robotics deployments. The tech works the implementation doesn't. #Warehousing #Robotics #Automation https://www.cnbc.com/2026/02/13/shipping-auotmation-logistics-labor.html https://www.cnbc.com/2026/02/13/shipping-auotmation-logistics-labor.html"  
[X Link](https://x.com/Ksvane/status/2022501934461313257)  2026-02-14T02:43Z [---] followers, [--] engagements


"OTR Solutions acquired Peruse Technology AI-powered document automation for freight. Document classification audit fraud detection data extraction. This is where AI actually delivers ROI in logistics right now. Not replacing brokers. Automating their paperwork. #AI #FreightTech #Logistics https://www.globenewswire.com/news-release/2026/02/11/3236398/0/en/OTR-Solutions-Acquires-Key-AI-Technology-to-Advance-Document-Automation-and-Fraud-Prevention-Capabilities-in-Transportation-and-Logistics.html"  
[X Link](https://x.com/Ksvane/status/2022502476151394590)  2026-02-14T02:45Z [---] followers, [--] engagements


"The market impact is already visible: - $AUR up on fleet expansion news - $RIME (SemiCab) triggered a multi-billion dollar selloff in $CHRW $RXO $EXPD $JBHT - The Self Drive Act will accelerate the timeline for every carrier evaluating AV partnerships Policy + technology + market need = inflection point. https://twitter.com/i/web/status/2022684658564239487 https://twitter.com/i/web/status/2022684658564239487"  
[X Link](https://x.com/Ksvane/status/2022684658564239487)  2026-02-14T14:49Z [---] followers, [---] engagements


"If you are confused - theres a reason. For people like me who grew up on the country side weve seen and understand what the term headless chickens means and looks like. This pretty much sums it up. [----] day [--] Good morning from Asia. Rubio tells Europe that US will not abandon transatlantic alliance (FT) - Secretary of state says Washington wants to work together with you our friends on the continent; Rubio offers reconciliation with Europe on US terms https://t.co/rQvoao3z2s [----] day [--] Good morning from Asia. Rubio tells Europe that US will not abandon transatlantic alliance (FT) -"  
[X Link](https://x.com/Ksvane/status/2022868340365242561)  2026-02-15T02:59Z [---] followers, [--] engagements


"@Mercantio @financebully @ResearchPulse1 Not sure thats what we are discussing here Im curious about the $$ savings that GLP1 are/can lead to in lifestyle/consumption. We are aware of the pills requirements"  
[X Link](https://x.com/Ksvane/status/2023080924557295696)  2026-02-15T17:04Z [---] followers, [--] engagements


"@AndrewIrelandIN The irony if it was true - that there were NO American for the job - isn't that the university's sole responsibility To educate"  
[X Link](https://x.com/Ksvane/status/2022306393806799151)  2026-02-13T13:46Z [---] followers, [----] engagements


"$AUR Q4 earnings: $3M annual revenue (first full year) $816M net loss. All commercial capacity booked through Q3 [----]. The bull case: break-even gross margins by end of [----] positive FCF by [----]. The bear case: still burning $190-220M/quarter. #AutonomousTrucks #Earnings #FreightTech @MadsC007 @aktieuniverset https://ir.aurora.tech/news-events/press-releases/detail/131/aurora-to-host-fourth-quarter-2025-business-review-conference-call-on-february-11-2026"  
[X Link](https://x.com/Ksvane/status/2022502369909715449)  2026-02-14T02:45Z [---] followers, [--] engagements


"$FDX dropped its first-ever "Future of Logistics Intelligence Report." Key finding: 97% of leaders say visibility alone isn't enough anymore. The next battle is turning logistics data into actionable AI-driven decisions. Visibility was table stakes [--] years ago. Now intelligence is. #FedEx #SupplyChain #AIart https://newsroom.fedex.com/fedex-delivers-first-ever-future-of-logistics-intelligence-report https://newsroom.fedex.com/fedex-delivers-first-ever-future-of-logistics-intelligence-report"  
[X Link](https://x.com/Ksvane/status/2022502939450052752)  2026-02-14T02:47Z [---] followers, [--] engagements


"Gather AI raised $40M Series B for drone-based warehouse inventory tracking. Led by the fund of former $CRM co-CEO Keith Block. And Dexory launched their next-gen warehouse scanning robot 60ft range (up from 40ft) faster data capture. Warehouse intelligence is becoming its own category. #Robotics #Warehousing #AIart https://roboticsandautomationnews.com/2026/02/10/dexory-launches-next-generation-warehouse-robot-and-new-software/98832/ https://roboticsandautomationnews.com/2026/02/10/dexory-launches-next-generation-warehouse-robot-and-new-software/98832/"  
[X Link](https://x.com/Ksvane/status/2022503043078721775)  2026-02-14T02:47Z [---] followers, [--] engagements


"Everyone's still debating whether $RIME SemiCab is real. Meanwhile Congress just quietly introduced a bill that lets autonomous trucks generate revenue bans states from blocking AVs and allows cab-less truck designs. The Self Drive Act of [----] is the real freight disruption story this week. #AutonomousTrucks #FreightTech #SelfDriveAct https://twitter.com/i/web/status/2022792890708357512 https://twitter.com/i/web/status/2022792890708357512"  
[X Link](https://x.com/Ksvane/status/2022792890708357512)  2026-02-14T21:59Z [---] followers, [---] engagements


"@DudeWhoInvests Bad Bunny in Godzilla outfit. same moves anyway"  
[X Link](https://x.com/Ksvane/status/2022879194909417967)  2026-02-15T03:42Z [---] followers, [---] engagements


"@FreightAlley @NewLowObserver best investment opp there ever was. Literally a monopoly/duopoly on main lanes. And you will not see another Class [--] Rail Way established"  
[X Link](https://x.com/Ksvane/status/2022885132626202751)  2026-02-15T04:06Z [---] followers, [--] engagements


"@ResearchPulse1 @investseekers @hubermanlab any validity to this claim $NVO $LLY GLPs getting banned by hedge funds Maybe by sales teams too https://t.co/oKmO9I4XwP GLPs getting banned by hedge funds Maybe by sales teams too https://t.co/oKmO9I4XwP"  
[X Link](https://x.com/Ksvane/status/2023064748129214599)  2026-02-15T15:59Z [---] followers, [---] engagements


"In all honesty the alarm clocks - it's [----] I've used my phone since [----] to wake me up. and in all seriousness the individual packed soap and shampoo - is just an environmental waste. Happy to see these things go From Hyatt to Holiday Inn America's free hotel breakfast is facing a K-shaped economic threat https://cnb.cx/4tEsmlg https://cnb.cx/4tEsmlg"  
[X Link](https://x.com/Ksvane/status/2023067279920156919)  2026-02-15T16:10Z [---] followers, [--] engagements


"Total US wages from [----] to [----] and Capex for AI buildout. Roughly $200B spent on Ai in [----] and almost $12T in wages. Imagine a 5% productivity gain or savings #AI #CAPEX $AMZN $MSFT $META $GOOGL"  
[X Link](https://x.com/Ksvane/status/2023198708645687559)  2026-02-16T00:52Z [---] followers, [--] engagements


"In [----] - SAR in Greenland finally get's thermal camera capabilities. let me repeat. [----] In [----] Sir William Herschel discovered infrared radiation. https://www.dr.dk/nyheder/indland/groenland/nu-faar-groenlandske-reddere-nattesyn-og-varmekameraer https://www.dr.dk/nyheder/indland/groenland/nu-faar-groenlandske-reddere-nattesyn-og-varmekameraer"  
[X Link](https://x.com/Ksvane/status/2023199778012905763)  2026-02-16T00:56Z [---] followers, [--] engagements


"The worlds backoffice just got AI. When people think productivity gains and white colar job loss - they think Domestic change. not sure how many are considering the backoffices of the world. India Phillipines etc. #AI #ChatGPT"  
[X Link](https://x.com/Ksvane/status/2023219995690652013)  2026-02-16T02:16Z [---] followers, [--] engagements


"https://techcrunch.com/2026/02/15/india-has-100m-weekly-active-chatgpt-users-sam-altman-says/ https://techcrunch.com/2026/02/15/india-has-100m-weekly-active-chatgpt-users-sam-altman-says/"  
[X Link](https://x.com/Ksvane/status/2023220052078756030)  2026-02-16T02:17Z [---] followers, [--] engagements


"While energy eventually will go to ZERO cost - it is now a matter of national security and securing your participation in the great roll out of #AI France has decided to walk back its previous decision of closing [--] nuclear reactors and instead open [--] more. Very based. France has decided to walk back its previous decision of closing [--] nuclear reactors and instead open [--] more. Very based"  
[X Link](https://x.com/Ksvane/status/2023244111675789315)  2026-02-16T03:52Z [---] followers, [--] engagements


"This is how AP Moeller Maersk guided through last year. I'm impressed with the ability to guide like this - in the very chaotic world that is trade. $MAERSK"  
[X Link](https://x.com/Ksvane/status/2021632621877637573)  2026-02-11T17:09Z [---] followers, [--] engagements


"Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight professional needs to know: https://twitter.com/i/web/status/2022312588714062141 https://twitter.com/i/web/status/2022312588714062141"  
[X Link](https://x.com/Ksvane/status/2022312588714062141)  2026-02-13T14:11Z [---] followers, 12.8K engagements


"Wrote a thread on what's actually happening in autonomous trucking and why yesterday's SemiCab panic was noise vs what Aurora is doing on the highway right now. @typesfast Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting driverless trucks on the highway. Aurora Innovation just hit a milestone they're calling "superhuman." Here's what every freight Yesterday a karaoke company crashed the entire logistics sector with a press release. Today let's talk about the company that's ACTUALLY putting"  
[X Link](https://x.com/Ksvane/status/2022313293394891063)  2026-02-13T14:13Z [---] followers, 11.4K engagements


"This week: Maersk starts going through Suez. CMA CGM pulls out of Suez. [--] ships transit the canal. [---] still take the Cape. One carrier cites 'complex and uncertain' geopolitics. The other presses ahead. This is what planning freight in [----] looks like"  
[X Link](https://x.com/Ksvane/status/2022794875704574016)  2026-02-14T22:07Z [---] followers, [--] engagements


"Have been toying around with a Sentiment monitor. Should we build Will measure sentiment online Reddit Stocktwits X etc. Would people use Would people pay for it @aktieuniverset @MadsC007 https://twitter.com/i/web/status/2022884548862971971 https://twitter.com/i/web/status/2022884548862971971"  
[X Link](https://x.com/Ksvane/status/2022884548862971971)  2026-02-15T04:03Z [---] followers, [--] engagements


"BREAKING: Hapag-Lloyd + FIMI are buying $ZIM for $3.5B+. ZIM will be delisted from NYSE. The deal splits ZIM in two: Hapag-Lloyd gets [--] leased vessels all international routes (China-US intra-Asia) the global sales network and ZIM's tech division FIMI gets [--] owned vessels (Israeli-flagged) routes to/from Israel Haifa HQ and the "New ZIM" Combined fleet: 3.1M TEU. Hapag-Lloyd jumps from #5 to challenging CMA CGM for #3 globally. Close to 10% of the entire container market. Hapag-Lloyd beat Maersk in the bidding. MSC was also in the running. This reshapes the top [--]. $ZIM $HLAG #Shipping"  
[X Link](https://x.com/Ksvane/status/2023065972286820772)  2026-02-15T16:04Z [---] followers, [---] engagements


"@A_May_MD But the UI is so nice"  
[X Link](https://x.com/Ksvane/status/2023071137849319638)  2026-02-15T16:25Z [---] followers, [--] engagements


"@CGInvesting10 $SCHD / $NVO / $SOFI / $SE"  
[X Link](https://x.com/Ksvane/status/2023163042255749183)  2026-02-15T22:30Z [---] followers, [---] engagements


"@TheChiefNerd Looks like the ski-resorts didn't pay their bill this year"  
[X Link](https://x.com/Ksvane/status/2023197711139504553)  2026-02-16T00:48Z [---] followers, [---] engagements


"@DudeWhoInvests in two months it would be something else - or it will come through Anthropics (or with the news today through ChatGPT. But when people are now starting to talk about moving AI ON PREM - instead of the cloud - for security and IP concerns. we should all take a bit of notice"  
[X Link](https://x.com/Ksvane/status/2023233576792436829)  2026-02-16T03:10Z [---] followers, [--] engagements


"@Futurenvesting It's so wild. not even giving time to settle. FOMO in bigTECH #AI #OpenAI #FOMO"  
[X Link](https://x.com/Ksvane/status/2023234644528046482)  2026-02-16T03:15Z [---] followers, [--] engagements


"Hey @amandaorson - all the boomer business owners that are nearing retirement and have kids with no interest in taking over. all those just with a little more tech would tremendously benefit. Tech [--] years ago required a degree - now with #AI you just talk to it. Imagine a margin expansion you could get https://twitter.com/i/web/status/2023241518589608326 https://twitter.com/i/web/status/2023241518589608326"  
[X Link](https://x.com/Ksvane/status/2023241518589608326)  2026-02-16T03:42Z [---] followers, [--] engagements


"$WMT is an AI play (not saying that it's the right play) but it is (and it's a consumer stable) if they save 10% of SG&A due to optimization/labour cost cutting PE would drop from [--] to [--] (Anyway this has nothing to do with $AMZN - that one trades based on I dunno what) (but I'm buying :)) https://twitter.com/i/web/status/2023242811232166263 https://twitter.com/i/web/status/2023242811232166263"  
[X Link](https://x.com/Ksvane/status/2023242811232166263)  2026-02-16T03:47Z [---] followers, [--] engagements


"@World_Data_A I just feel like that little spike on the red line is the beginning of an S-curve. like we've seen with a ton of other verticals. Cars Batteries Solar panels etc etc. State sponsored production and export to take a global dominating role #AI #China"  
[X Link](https://x.com/Ksvane/status/2023245773341589788)  2026-02-16T03:59Z [---] followers, [--] engagements

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