#  @ctindale 🇦🇺Craig Tindale 🇦🇺Craig Tindale posts on X about china, australia, ai, debt the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::18230195/interactions)  - [--] Week [----------] +328% - [--] Month [----------] +8,319% - [--] Months [----------] +4,398% - [--] Year [----------] +24,778% ### Mentions: [--] [#](/creator/twitter::18230195/posts_active)  - [--] Week [--] -28% - [--] Month [---] +3.40% - [--] Months [---] +55% - [--] Year [---] +157% ### Followers: [------] [#](/creator/twitter::18230195/followers)  - [--] Week [------] +1.90% - [--] Month [------] +28% - [--] Months [------] +401% - [--] Year [------] +612% ### CreatorRank: [-------] [#](/creator/twitter::18230195/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [finance](/list/finance) #6479 [stocks](/list/stocks) [technology brands](/list/technology-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [us election](/list/us-election) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) **Social topic influence** [china](/topic/china) #3608, [australia](/topic/australia), [ai](/topic/ai) #3381, [debt](/topic/debt), [inflation](/topic/inflation), [money](/topic/money), [$ipx](/topic/$ipx), [india](/topic/india), [copper](/topic/copper) #65, [$mtm](/topic/$mtm) **Top accounts mentioned or mentioned by** [@lukegromen](/creator/undefined) [@mattbarrie](/creator/undefined) [@jackau09](/creator/undefined) [@avidcommentator](/creator/undefined) [@viktorobert](/creator/undefined) [@greatmartis](/creator/undefined) [@grok](/creator/undefined) [@santiagoaufund](/creator/undefined) [@baldingsworld](/creator/undefined) [@adamscrabble](/creator/undefined) [@flyingfox44](/creator/undefined) [@markplackett1](/creator/undefined) [@leonsimons8](/creator/undefined) [@lacertko](/creator/undefined) [@michaelxpettis](/creator/undefined) [@gordonschuecker](/creator/undefined) [@thorntonwa47373](/creator/undefined) [@simonnextclick](/creator/undefined) [@elonmusk](/creator/undefined) [@davidshoebridge](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Dogecoin (DOGE)](/topic/doge) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "@adamseconomics @MikeHaydon How will shorten make it worse LNP superior finance managers is a complete myth it's over valued anyway" [X Link](https://x.com/ctindale/status/1128141729658540033) 2019-05-14T03:35Z 14.7K followers, [--] engagements "@SantiagoAuFund 3Gorges dam will go next 1020mn of rain forecast upstream this week [--] days later it will be @ 3G theyll have to blow the dams before the water gets there 80% of global big pharm supply chain washed away [--] Nuke PPs" [X Link](https://x.com/ctindale/status/1287725653714821121) 2020-07-27T12:24Z [----] followers, [--] engagements "This is what to expect at 80% fully vaccinated IT'S NOTHING LIKE THE FLU V 2.0: UK has now fully vaccinated 80% of its adult population (16 years & over). On [--] Sept [----] it had [-----] new COVID cases & [---] additional COVID deaths & in past [--] days [------] cases & [---] deaths. @Tom_Kompas @DrZoeHyde https://t.co/HaGo9ymAdW IT'S NOTHING LIKE THE FLU V 2.0: UK has now fully vaccinated 80% of its adult population (16 years & over). On [--] Sept [----] it had [-----] new COVID cases & [---] additional COVID deaths & in past [--] days [------] cases & [---] deaths. @Tom_Kompas @DrZoeHyde https://t.co/HaGo9ymAdW" [X Link](https://x.com/ctindale/status/1435708151681019909) 2021-09-08T20:54Z 17.3K followers, [--] engagements "@scaleindependen @DavidSacks Sure . Im not in favour of any imperialism . Russian American Saudi British whomever" [X Link](https://x.com/ctindale/status/1538767314287730688) 2022-06-20T06:14Z 14.6K followers, [--] engagements "There is a fundamentals case for [----] thats not well known yet they banned sulphur aerosols in shipping diesel these sulphurs (like sunscreen) hover over the breadbasket growing regions $grains $wheat $corn in the northern latitudes the extra heat is likely disastrous for yields then subTract Ukraine production" [X Link](https://x.com/ctindale/status/1681638543091978240) 2023-07-19T12:14Z [----] followers, [---] engagements "$carr carrier just bought German heat pump maker Viessmann Group's for 12b EUR heat pump market is growing between 33-53% yoy at present and as European gas and oil boilers are replaced Carrier can now scale into the heat pump market globally . Further if we do really get the step change in heat Im expecting HVAC will fly out the door https://www.reuters.com/markets/deals/carrier-buy-german-firm-viessmanns-unit-1317-bln-deal-2023-04-25/ https://www.reuters.com/markets/deals/carrier-buy-german-firm-viessmanns-unit-1317-bln-deal-2023-04-25/" [X Link](https://x.com/ctindale/status/1685170038616342529) 2023-07-29T06:07Z [----] followers, [----] engagements "Sure the issue we have is we dont have the data to understand whether these mRNA vaccines are safe and effective the efficacy methodology is statistically flaw in that they serve the revenue objective of the pharmaceutical industry provide misleading efficacy product claims to consumers and as result undermine consumer confidence . Now we have a situation a broad distrust has emerged wrt to product claims . That is not good for public health policy because the whole system relies on public trust . The outright disrespect that is shown to anyone tgat questions the orthodoxy only serves to" [X Link](https://x.com/ctindale/status/1708349570101744108) 2023-10-01T05:14Z [----] followers, [--] engagements "I understand the history of SARS-CoV-1Thats not going to happen this time the political will isn't there we may seem no different to [----] physically but we are very different psychologically to the humans of [----] in [----] we generally trust authority and our media sources we read books we didn't look at our phones constantly today we are easily triggered and suspicious of authority . I suspect a lot of the epidemiological public policy training was conceived prior to [----] . https://twitter.com/i/web/status/1748200821601468593 https://twitter.com/i/web/status/1748200821601468593" [X Link](https://x.com/ctindale/status/1748200821601468593) 2024-01-19T04:28Z 12.2K followers, [--] engagements "On bamboo - Swap over to google and look for bamboo projects in India 13m ha or 13% of total forest . This came from a grow and harvest crop pathway which needs to be enabled into a carbon credit going concern . If a crop can be harvested and the carbon embodied into carbon products like say houses furniture etc then there could be a life cycle claim though it needs further development Im talking to live projects in Philippines and Indo for bamboo . One already [-----] ha with aspirations to scale to 100k . Still lots of development work to automate the compliance and surveillance to protect" [X Link](https://x.com/ctindale/status/1790308452071596066) 2024-05-14T09:09Z 12.2K followers, [--] engagements "@nanalyzetweets 84-qubit Ankaa [--] system by the end of [----] and a 100+ qubit system by the end of [----]. Partnerships with AWS NVDA Fermilab and NQCC . Its a $500 M market cap worth $1t if they can get working https://investors.rigetti.com/static-files/fbac3801-223f-4f0f-a207-47d25084a1d7 https://investors.rigetti.com/static-files/fbac3801-223f-4f0f-a207-47d25084a1d7" [X Link](https://x.com/ctindale/status/1863128801456316440) 2024-12-01T07:51Z [----] followers, [---] engagements "Yes we get that in Australia as well . It like when I lived in Vermont our house was built for -30C cold . Communities need to be resilient to the probable risks . The infrastructure needs to be put in place . I bet there are 10s of 1000s of swimming pools and not a fire pump in sight . https://twitter.com/i/web/status/1877113384409378983 https://twitter.com/i/web/status/1877113384409378983" [X Link](https://x.com/ctindale/status/1877113384409378983) 2025-01-08T22:01Z 14.7K followers, [--] engagements "What worries me isnt the giddy dreams of todayweve seen this pattern throughout history. Things can start one way and end up somewhere entirely different. Ive spent over [----] hours studying AI (probably more) and heres the harsh truth: human labour is largely obsolete. Our entire culture our very purpose for being is built around work. And now someone elsetechnologycan do it better. What happens when work the cornerstone of our existence is no longer ours to claim" [X Link](https://x.com/ctindale/status/1882754343952122332) 2025-01-24T11:36Z [----] followers, [--] engagements "I was not expecting the term Growing Team of Super Geniuses we need Ironman suits as well BREAKING: Donald Trump Signs Off On DOGE To Fully Audit The IRS As The Growing Team Of Super Geniuses Enter The IRS Building Today @OwenShroyer1776 Is Live Now Covering The Latest Developments As They Break WATCH/SHARE THE LIVE X STREAM HERE: https://t.co/sEnU2dNJxU https://t.co/0tatr0wEEh BREAKING: Donald Trump Signs Off On DOGE To Fully Audit The IRS As The Growing Team Of Super Geniuses Enter The IRS Building Today @OwenShroyer1776 Is Live Now Covering The Latest Developments As They Break WATCH/SHARE" [X Link](https://x.com/ctindale/status/1890200998758736021) 2025-02-14T00:46Z [----] followers, [---] engagements "**Our demisewhat does that really mean If it refers to a painful reckoning then that suffering is part of the lesson itself. Without it we never reach true realization. Yet our hyper-positive never give up culture blinds us to realitywere on the same path we were decades ago making no real headway. Utopian narratives about climate change transforming our behavior are nothing more than wishful thinkinglike singing in front of a firing squad. The hard truth is we havent changed and we wont until the pain becomes unbearable. The real question is: how much suffering will it take before we finally" [X Link](https://x.com/ctindale/status/1890541886328520773) 2025-02-14T23:21Z [----] followers, [--] engagements "@ANZ_AU Nobody answer ANZ credit card call centre [------] @ANZ it gets left so short staffed customers forced to hang on forever call times & customer performance obviously not monitored " [X Link](https://x.com/ctindale/status/1891307476089294880) 2025-02-17T02:03Z [----] followers, [--] engagements "I think we are in a transition from democracy to something else . The tech moguls are ahead of the curve in understanding the expected disruption everything is coming at once weve got ageing demographics a crisis with energy and climate and weve got AI breathing down there necks . Things are gonna change significantly in every respect in the next 12-18 months urgently reshoring is an obvious play where wage arbitrage becomes obsolete . Why manufacturer offshore when robots are lower cost onshore" [X Link](https://x.com/ctindale/status/1891387783991775370) 2025-02-17T07:22Z [----] followers, [--] engagements "Russias Zircon and Chinas DF-17/YJ-21 hypersonic missiles exceeding Mach [--] outpace U.S. defenses with unpredictable maneuvers and radar-evading plasma clouds. Current systems like Aegis and SM-6 offer limited protection while close-in defenses are obsolete against such speeds. U.S. carriers may need to operate further from threats reducing effectiveness and rely more on stealth and drones. This signals diminishes deterrence. The U.S. is developing new interceptors lasers railguns and space-based sensors but operational defenses are years away. Urgent innovation is critical to safeguard naval" [X Link](https://x.com/ctindale/status/1891602700258992376) 2025-02-17T21:36Z [----] followers, [--] engagements "Taiwan first then Russias Far East. Manchuria has always been contested between Russia and China. It was last part of a Chinese dynasty under the Qing before being taken by Russia in the Treaty of Aigun (1858) and the Treaty of Peking (1860) late last year Taiwans Pres suggested that if Chinas territorial claims are based on historical grounds it should also seek to reclaim lands ceded to Russia. The PRC maps issued in [----] renamed everything in Manchuria by its Chinese name" [X Link](https://x.com/ctindale/status/1891982882358559102) 2025-02-18T22:47Z [----] followers, [--] engagements "@NYGiants0308 @athausch @JamesSurowiecki @elonmusk It might be worth it but its also worth questioning whether there is any point . What is unfolding is rationalised on benefit in the long run . Its one of those utopian pontifications the intellectual equivalent of staring into space " [X Link](https://x.com/ctindale/status/1891984220852994316) 2025-02-18T22:52Z [----] followers, [--] engagements "$PLTR product AIP blends AI data integration and decision-making with top-tier security. Competitors : AWS Azure Google Cloud offer DIY AI toolkitsscalable flexible but need assembly. simplifies AI apps less scalable. Databricks excels in big data analytics less operational focus. IBM Watsonx spans AI to automation broader but less unified. DataRobot automates ML lacks Palantirs workflow depth. Dataiku democratizes AI lighter on ops. brings open-source flexibility not as turnkey. SAS Viya leverages analytics legacy less modern. Palantirs edge: end-to-end secure decision-centric platform." [X Link](https://x.com/ctindale/status/1892126034172223723) 2025-02-19T08:16Z [----] followers, [---] engagements "@LukeGromen Lutnick explains it here https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=Ihgh27uHTny4eajX1OZVMw&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=Ihgh27uHTny4eajX1OZVMw&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ" [X Link](https://x.com/ctindale/status/1892671878856376456) 2025-02-20T20:25Z [----] followers, [---] engagements "@mikealfred @amitisinvesting $IREN JUL [--] $15 calls are only [----] $CKSK $CIFR is a similar price that give you x10 leverage on your double . Lutnick makes very clear what he will do as Commerce Sec https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=uAKmkVR8Q02WbGrL7J6McQ&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=uAKmkVR8Q02WbGrL7J6McQ&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ" [X Link](https://x.com/ctindale/status/1892695623909920885) 2025-02-20T21:59Z [----] followers, [---] engagements "@LukeGromen At the end of the podcast bit coin will Be way way way higher so it becomes a reserve asset which puts a bid under tether which Cantor bought 5% of a few months back " [X Link](https://x.com/ctindale/status/1892724764369649988) 2025-02-20T23:55Z [----] followers, [--] engagements "@MenchOsint The Israelis and Americans believe Oct [--] th destroyed their right to exist and are about to annex the West Bank . Whether we believe their action is righteous is immaterial thats the belief Oct7 led them too" [X Link](https://x.com/ctindale/status/1893788567391883303) 2025-02-23T22:22Z [----] followers, [---] engagements "Trump is buying time as global tensions rise. Pete Hegseth warns of a Pearl Harbor scenario where the U.S. loses carriers early forcing a Taiwan retreat. With Chinas shipbuilding [---] times greater America cant recover. Taiwans semiconductor dominance mirrors WWIIs steel embargo on Japanwhoever controls chips rules the world. Chinas Deepseek advances push Trump to close NVIDIA exports loopholes ensuring U.S. AI supremacy. This traps China forcing it to act before falling behind. The U.S. aims to contain China through tech dominance while China must secure Taiwans chips soondiplomatically or" [X Link](https://x.com/ctindale/status/1894432268770578832) 2025-02-25T17:00Z [----] followers, [----] engagements "He has to be trying youd be crazy not to like why fight two if you can only have to fight one. My guess is hes gonna play for time and maybe offer Taiwan up like Hong Kong a transition to give him time to move the chip foundries to US soil. Does mask and Trump have mentioned space force trunk quipped today I started space force and then Biden tried to close it down and now it turns out it might be the most important part. then when Musk was talking to Westpoint graduates he talked about space weapons being the ultimate weapons. Maybe were looking through the wrong lens when we only talk about" [X Link](https://x.com/ctindale/status/1894727571507740903) 2025-02-26T12:33Z [----] followers, [--] engagements "@mgogel I reckon you're being uber optimistic. Optimism is our conditioning left over from easy times" [X Link](https://x.com/ctindale/status/1909783411553976391) 2025-04-09T01:40Z 14.7K followers, [---] engagements "4/On the False Promise of Expansion Without Stability The Leader of the Opposition said he prefers expansion to stability. I want to say we prefer both. Page [--] This quote is a philosophical cornerstone: Menzies argues that true expansion requires a stable base that reckless growth via credit and speculation was both politically tempting and socially destructive" [X Link](https://x.com/ctindale/status/1949016041033457880) 2025-07-26T07:56Z 15.2K followers, [---] engagements "5/ Historical Significance: Just Before the Credit Squeeze The credit squeeze began in late [----] but the effects were sharply felt by [----] including tighter Reserve Bank controls business failures and rising unemployment. Menzies delivered this speech defending the necessity of that squeeze and rejecting the Labor Oppositions calls for stimulus via deficit spending. 📜 Summary His message was crystal clear: Land was overinflated. Credit had run wild. Speculation was distorting value. Real prosperity was being undermined by the illusion of endless expansion. And only restoring stability could" [X Link](https://x.com/ctindale/status/1949016994424185186) 2025-07-26T08:00Z 15.2K followers, [---] engagements "Is your super safe A thread Late last year the APRA released a report highlighting the potential for a run on superannuation funds akin to a traditional bank run. This scenario could arise if a substantial number of members rapidly switched their investments from illiquid assets such as property and private credit to safer more liquid options. In such an event the fund might be compelled to suspend redemptions transfers and limit members ability to withdraw or switch effectively locking investors into significant risk exposures during periods of market stress 1/The Australian Prudential" [X Link](https://x.com/ctindale/status/1949958290848567555) 2025-07-28T22:20Z [----] followers, [---] engagements "2/AustralianSupers portfolio: A deep dive into liquidity & valuation risks in private credit infrastructure & unlisted assets. Is there a virtual bank run lurking Lets unpack. First the basics: AustralianSuper is Ozs largest super fund managing A$367B+ for 3.5M members. 27% (A$81B) in illiquid assets like infra real estate PE & private credit. 27% of your super assets are illiquid. why does that matter And how does it lock you in" [X Link](https://x.com/ctindale/status/1949960340751757654) 2025-07-28T22:29Z [----] followers, [---] engagements "3/Liquidity mismatch is when the manager advertises your ability to switch between investments : Members can switch options in [--] days but unlisted assets Locked in for years. IMF & APRA warn this could spark runs during stress. Super providers offer member on demand quick switches but assets like infrastructure property and private credit can't be sold quickly or can't be sold at all" [X Link](https://x.com/ctindale/status/1949962145732731179) 2025-07-28T22:36Z [----] followers, [---] engagements "4/Key infrastructure holdings: Ausgrid (50% stake via consortium) WestConnex (part of STP group) Sydney Airport (2021 buyout) Transurban (indirect) NSW Ports. These are illiquid beasts hard to value/sell quickly in a downturn caused by rapid adoption of AI / Robotics possibly hard to sell at all" [X Link](https://x.com/ctindale/status/1949963291586867673) 2025-07-28T22:40Z [----] followers, [---] engagements "$AIRJ Likely 5-Year Return: +300% to +700% (48) with bull +10001800% and bear 30% to +50% AirJoule is a de-risking climate-hardware story anchored by (1) a 50/50 GE Vernova manufacturing JV (materials + Newark DE coating/assembly) (2) a Carrier binding commercialization term sheet for HVAC integration and (3) a portfolio-level hyperscaler MoU to turn server waste heat into onsite distilled water. Tech milestones (sub-160 Wh/L water A250 showing 80% energy and 60% TCO cuts vs desiccant) support real opex savings and ESG-driven siting wins. Base path to those returns (next [--] years): Carrier" [X Link](https://x.com/ctindale/status/1958359991930548632) 2025-08-21T02:46Z [----] followers, [----] engagements "$AIRJ What to look for micro caps is large industry players stacking their chips with a new technology. Big names signal solid due diligence in the tech Here are the big names already stacking chips with AirJoule plus what each relationship actually is: GE Vernova 50/50 manufacturing JV (AirJoule LLC) with exclusive supply rights in the Americas Africa Australia; GE Vernova also invested $5M (Mar 2024) and anchored a $15M PIPE (Apr 2025); the two are also running a waste-heat-to-water project focused on data centers/industrial. Carrier Global (NYSE: CARR) Binding joint commercialization term" [X Link](https://x.com/ctindale/status/1958363769404633390) 2025-08-21T03:01Z [----] followers, [---] engagements "$MTM hires major career DoD veteran . My guess is this a set up for a major Ann [--]. Resume & Career Arc Defense Department Roles: Deputy Assistant Secretary of Defense International & Industry Engagement (202425): Led modernization of the U.S. defense industrial base built cooperative acquisition programs integrated international agreements (R&D logistics armaments). Principal Director Space & Missile Defense Policy (202224): Oversaw strategy across space/missile defense launched the DoDs inaugural Commercial Space Integration Strategy (April 2024) a watershed that embedded commercial space" [X Link](https://x.com/ctindale/status/1963488529969025172) 2025-09-04T06:25Z [----] followers, [----] engagements "🌱 Why Im Worried About Polytunnels Lately Ive noticed more second-hand polytunnels for sale around northwest Sydney. Many look degraded plastic covers chalky tearing falling apart. And I started wondering: what happens to all that plastic when it degrades Does it wnd up in our food Polytunnels are made from polyethylene films mixed with stabilisers antioxidants slip agents pigments and even heavy metal additives. Over time UV heat sprinklers and condensation wash fragments and chemicals onto crops and into soils. Science now shows plants take these plastics up. Roots and leaves absorb" [X Link](https://x.com/ctindale/status/1964810252689531311) 2025-09-07T21:57Z [----] followers, [---] engagements "Originally started posting on $mtm at 14c this post was at 22c today at $1.36 IMO heading for $10. the key here is the due diligence being done by interested partners. DoD has engaged today a Glencore collaboration after its technical team reviewed the technology on a site visit. Large companies like Glencore don't establish relationships with small companies like MTM unless they are highly confident in the IP. $MTM raised $8 million in October and $4m December to accelerate the demonstration plant for the Flash Joule Heating (FJH) process invented by James Tour @ Rice University. using new" [X Link](https://x.com/ctindale/status/1973568171056734560) 2025-10-02T01:58Z 11.5K followers, 11K engagements "@HyperTechInvest @todd_hannigan $MTM recycle e scrap into rare earths" [X Link](https://x.com/ctindale/status/1974656358860685739) 2025-10-05T02:02Z [----] followers, [---] engagements "@LadySurfer2000 Nah thats a diggerent question. buy $MTM $IPX and x10 your money like I told everybody as a start" [X Link](https://x.com/ctindale/status/1974734080047779848) 2025-10-05T07:11Z [----] followers, [----] engagements "It depends if its viable..UBI is not gonna work if the robots are replacing even a small number of jobs number of jobs we aren't gonna have the tax income to give the government flexibility to pay out UBI the other end. this UBI assumption has always been a considered in the context of a gradual linear change not this quickening we look to be getting" [X Link](https://x.com/ctindale/status/1974736808366801272) 2025-10-05T07:21Z [----] followers, [---] engagements "2. Gas: Australias $100 Billion Giveaway Take the gas industry the most spectacular rip-off since terra nullius. Australia now exports more liquefied natural gas (LNG) than almost any country on Earth. Were neck and neck with Qatar. But heres the twist: Qatar earns six times more from its gas than we do. Six fucking times ( let that sink in ) More than half 56% of all Australian gas exports are shipped royalty-free. Thats right. Over $149 billion worth of gas left this country in the past few years for which corporations paid zero in royalties . The Petroleum Resource Rent Tax the main levy" [X Link](https://x.com/ctindale/status/1975494882249875768) 2025-10-07T09:34Z [----] followers, [---] engagements "@MisirStan ATO: PRRT transparency data The ATOs [------] PRRT note shows PRRT payable fell and that few entities pay PRRT in any given year underscoring how limited PRRT collections have been (especially compared with LNG export value). https://www.ato.gov.au/businesses-and-organisations/corporate-tax-measures-and-assurance/large-business/in-detail/tax-transparency/corporate-tax-transparency-report-2023-24/prrt-data-in-the-corporate-tax-transparency-report-2023-24utm_source=chatgpt.com" [X Link](https://x.com/ctindale/status/1975500433226670157) 2025-10-07T09:56Z [----] followers, [--] engagements "@tax_oz Ok you're thAustralia tell me how much tax Optus and Apple paid last year. https://www.theguardian.com/australia-news/2025/oct/03/optus-among-companies-earning-billions-in-australia-but-paying-no-income-tax https://www.theguardian.com/australia-news/2025/oct/03/optus-among-companies-earning-billions-in-australia-but-paying-no-income-tax" [X Link](https://x.com/ctindale/status/1975501443898765415) 2025-10-07T10:00Z 12.2K followers, [--] engagements "@tax_oz Another example from earlier years is Netflix Australia: in [------] Netflix reportedly made over AUD [---] billion in revenue in Australia but paid no income tax https://ia.acs.org.au/article/2024/the-tech-companies-avoiding-tax-in-australia.html https://ia.acs.org.au/article/2024/the-tech-companies-avoiding-tax-in-australia.html" [X Link](https://x.com/ctindale/status/1975502567166910761) 2025-10-07T10:04Z 12.2K followers, [--] engagements "Theyre doing it faster than people think. Lynas is expanding its Kalgoorlie cracking plant to process Mt Weld concentrate onshore no China detour. MP Materials rebuilt Mountain Pass into a [--] kt yr mine and now runs a Texas magnet plant with General Motors. Energy Fuels converted its White Mesa mill to separate monazite and produce RE carbonate inside [--] months. IperionX and MTM Critical Metals are modularizing refining Flash Joule Heating units that drop into existing circuits. With DPA offtake contracts OEM service crews and AI predictive maintenance the West can build commission and" [X Link](https://x.com/ctindale/status/1977172633302319520) 2025-10-12T00:41Z [----] followers, [---] engagements "Elementos $ELT is uniquely positioned as Europes only fully integrated mine-to-metal tin developer with a smelter acquisition today . Its Oropesa DFS (NPV A$555 m at current tin prices) and low AISC (US$15 000/t) highlight economic value while the [--] % Robledollano smelter option secures downstream margins and aligns with EU critical-minerals policy. With tin trading near US$37 700/t and global supply deficits widening ELTs A$62 m market cap today represents barely [---] NPV. Applying a conservative 0.50.6 NPV multiple and allowing for financing risk yields a fair equity valuation of A$240A$300" [X Link](https://x.com/ctindale/status/1977654457438777575) 2025-10-13T08:35Z 11.3K followers, [---] engagements "@SullyCNBC There is also a lot of rare earths refining tech (flash joule ) coming through $MTM & heavy REE mines $IPX Tennessee & also refining . Like every technology they get cyclically disrupted by newer tech " [X Link](https://x.com/ctindale/status/1977789039249076423) 2025-10-13T17:30Z [----] followers, [---] engagements "$MTM $UCU $IPX rare earths at warp speed BESSENT ON SUPPLY CHAINS RARE EARTHS: GOING TO DO EQUIVALENT OF OPERATION WARP SPEED TO TACKLE PROCESSING BESSENT ON SUPPLY CHAINS RARE EARTHS: GOING TO DO EQUIVALENT OF OPERATION WARP SPEED TO TACKLE PROCESSING" [X Link](https://x.com/ctindale/status/1977921607948726605) 2025-10-14T02:17Z 13K followers, [----] engagements "The next themes are about solving scarcity $AIRJ because every hyperscaler has a water supply problem $MTM because they can process a tonne of ewaste extract the REE silver and gold $IPX titanium oxide at scale so everything can be 3D printed $UCU RapidSx REE extraction system x7 times more efficient . The narrative is this that one of the last areas of technical stagnation has been metals processing and metallurgy new material tech is entering that disrupts [---] year old metals processing methods " [X Link](https://x.com/ctindale/status/1978208571277160890) 2025-10-14T21:17Z [----] followers, [---] engagements "@DavidBCollum its worse than that- humans are been made obsolete like iPhone made blackberry obsolete . IF humans are obsolete capitalism doesn't work no wages no taxes no consumption . Dalio thinks its about the west what he misses is its about humanity both east and west" [X Link](https://x.com/ctindale/status/1978213420345487668) 2025-10-14T21:36Z [----] followers, [---] engagements "2 years behind at most there is a large amount of new processing tech moving into commercialisation right now. For folks that don't follow extraction and refining mining tech there are companies like $UCU $IPX $MTM all highly advanced with better IP than the Chinese . Deployment will take no longer than [--] years https://twitter.com/i/web/status/1978320953672433847 https://twitter.com/i/web/status/1978320953672433847" [X Link](https://x.com/ctindale/status/1978320953672433847) 2025-10-15T04:44Z 13K followers, 10.3K engagements "@LeonLi948062 @shaunrein @mattgaetz and you know this without reading anything wow you must be a genius . Glencore just signed up after doing due diligence so have DoD . Production number were just raised x5 earlier this week . You think you know till you dont :)" [X Link](https://x.com/ctindale/status/1978327465433981059) 2025-10-15T05:09Z [----] followers, [---] engagements "522 hyper scaling data centers today another [---] coming online by [----] . Here is an example of the size Great summary + charts here. "The U.S. had around [---] hyperscale data centers at the end of the second quarter which account for around 55% of global capacity according to Synergy Research Group. Another roughly [---] are expected to come online through [----] in the U.S." "In https://t.co/U5WpA7TN9Z Great summary + charts here. "The U.S. had around [---] hyperscale data centers at the end of the second quarter which account for around 55% of global capacity according to Synergy Research Group." [X Link](https://x.com/ctindale/status/1979296604126613613) 2025-10-17T21:20Z [----] followers, 13.5K engagements "Whats less discussed is the cascade weve unleashed: open-loop scrubbers pump millions of litres of acidic sulphur-laden effluent into the South China Sea killing plankton and driving algal blooms. The sulphur that once reflected sunlight and seeded cloud condensation nuclei now sinks to the seabed removing not just the clouds but removing significant rainfall. With both terrestrial and marine sulphur emissions collapsing the regional hydrology is flipping less cloud less rain more heat. Its a double feedback of desiccation above and acidification below simultaneously cooking and poisoning one" [X Link](https://x.com/ctindale/status/1979316897939361927) 2025-10-17T22:41Z [----] followers, [----] engagements "As Ive been trying to tell folk for days the REE threat by China is minimal . Here is yet another reason why . Ever heard of Utra High Purity Quartz Read on . The U.S. monopoly on ultra-high-purity quartz (UHPQ) is one of the least discussed yet most consequential choke points in modern technology supply chains. It mirrors Chinas rare-earth (REE) dominance almost perfectly geology process control and industrial interdependence converge to grant each superpower a hidden lever over the others manufacturing base. Quartz is abundant; purity is not. What makes Spruce Pine North Carolina unique is" [X Link](https://x.com/ctindale/status/1979385208735756578) 2025-10-18T03:13Z [----] followers, [----] engagements "The solar supply chain runs through this flooded North Carolina town Grist This article describes how floods (from Hurricane Helene) disrupted mines in Spruce Pine North Carolina which supply much of the worlds ultra-pure quartz for semiconductors and solar panels. It highlights how a quirk of geology makes that region uniquely capable of producing the purity needed and how disruptions there ripple through global tech supply chains. https://grist.org/technology/the-solar-supply-chain-runs-through-this-flooded-north-carolina-town/" [X Link](https://x.com/ctindale/status/1979386496668041521) 2025-10-18T03:18Z [----] followers, [---] engagements "Companies like $UCU RapidSX have closed system REE automated refining modular designs that scale super quickly . It was never going to be done in the west the Chinese way . We dont have the labour and we have to much regulation . There are a bunch of these technologies coming through so its likely 1- [--] years on either side . My point is this idea that either side can checkmate the other in one move is silly https://twitter.com/i/web/status/1979397565499216213 https://twitter.com/i/web/status/1979397565499216213" [X Link](https://x.com/ctindale/status/1979397565499216213) 2025-10-18T04:02Z 13K followers, [---] engagements "UCU was an example there are dozens. Moats once protected empires and corporations labour geography skills or scale. Chinas moat was cheap human labour; Americas was technological dominance. But in the age of AI every moat becomes a mirage. When robots cost the same everywhere wage arbitrage collapses. Why pay Chinese robots $1.50 an hour plus freight when Western ones cost the same at home Aircraft carriers tanks bureaucracies all relics of a slower age. AI turns every advantage into an inefficiency. The only true moat now is adaptability the capacity to evolve faster than the system you" [X Link](https://x.com/ctindale/status/1979413912408986102) 2025-10-18T05:07Z [----] followers, [--] engagements "Education and infrastructure were once Chinas proud moats now instant relics of a slower age just past . Aligning with Russia has cost Xi Europe; the diplomatic damage is structural not temporary. Most of Asia still orbits Washington: Japan South Korea and the Pacific democracies form a steel triangle. Shipbuilding is a rare defendable moat Korea and Japan still dominate LNG-class vessels the crown jewels of maritime engineering. Xi mistakes intimidation for strategy declaring his moves before they unfold. Neither superpower is truly battle-tested; simulations arent wars. Command and control" [X Link](https://x.com/ctindale/status/1979428169716502996) 2025-10-18T06:03Z [----] followers, [--] engagements "Colonialism was the template of civilisation no matter your flag . Every culture conquered extracted enslaved its the human condition industrialised. Offshoring was just the modern echo of empire: the ships of bondage replaced by supply chains with suicide nets. The West congratulated itself on moral progress while its multinationals rebranded exploitation as neo classical efficiency. The so-called East simply inherited the same sickness of growth without grace. It isnt West versus East democracy versus autocracy its humanity devouring its own reflection. Theres no utopia waiting only the" [X Link](https://x.com/ctindale/status/1979453672976470343) 2025-10-18T07:45Z [----] followers, [--] engagements "Agree its not a narrative in prehistoric history all kinds of organisational systems existed but that is going way way back . Even if you look at Chinese civilization as dialectical not linear it was still a recurring experiment in how far power can be stretched before human beings reclaim freedom. The ConfucianDaoistLegalist triad is Chinas internal debate over the price of order paralleling how European Enlightenment thinkers debated freedom versus monarchy. Its not much different pretty much the same with Chinese characteristics . Now we have the CCP and an imported German thought" [X Link](https://x.com/ctindale/status/1979473357289758740) 2025-10-18T09:03Z [----] followers, [--] engagements "@3ris9 Yes Ive read that book - thats the problem both sides have got - the Chinese pegged to the dollar and printed now debt to banking assets ratios are x3 the west . Both sides have run out of moves . Thanks also" [X Link](https://x.com/ctindale/status/1979484104384278900) 2025-10-18T09:46Z [----] followers, [--] engagements "@StockSavvyShay @quakes99 $UCU RapidSX closed loop REE processing $MTM Flash joule separation" [X Link](https://x.com/ctindale/status/1979576516423151710) 2025-10-18T15:53Z 13K followers, [----] engagements "@davidkersten It suggests a lack of situational readiness both from a command structure and deployment perspective . Stalin suffered the same type of weakness when he put loyalty above readiness . He made regular purges https://runway.airforce.gov.au/how-finland-held-russians-and-won-moral-victory-lessons-ukraine https://runway.airforce.gov.au/how-finland-held-russians-and-won-moral-victory-lessons-ukraine" [X Link](https://x.com/ctindale/status/1980012881929499118) 2025-10-19T20:47Z [----] followers, [--] engagements "Huge - China just folded Bessent wins CHINA'S TOP TRADE NEGOTIATOR LI CHENGGANG WAS REMOVED FROM POST AS PERMANENT WTO REPRESENTATIVE: XINHUA Bessent wins CHINA'S TOP TRADE NEGOTIATOR LI CHENGGANG WAS REMOVED FROM POST AS PERMANENT WTO REPRESENTATIVE: XINHUA" [X Link](https://x.com/ctindale/status/1980147000093089986) 2025-10-20T05:40Z [----] followers, [----] engagements "Australia & Philippines announced [--] secret projects https://youtu.be/hLTAoEX4wc4 https://youtu.be/hLTAoEX4wc4" [X Link](https://x.com/ctindale/status/1980163113816293400) 2025-10-20T06:44Z [----] followers, [----] engagements "@3ris9 @belchington I never have strong opinions about anything but I do watch things very very carefully and I become curious when things are out of the ordinary" [X Link](https://x.com/ctindale/status/1980169397764497889) 2025-10-20T07:09Z [----] followers, [--] engagements "I dont make claims about being right or wrong frankly I dont care whos right . This idea that either side can prevail against the other without the collapse of both is fanciful / delusional . Its like watching two conjoined twins try to beat each other to death each unaware of consequences of success " [X Link](https://x.com/ctindale/status/1980311250467983805) 2025-10-20T16:32Z [----] followers, [--] engagements "@KimmeeLee2 @Ignis_Rex I dont have any predictions Im an investor . Marrying ideas blinds me . I was investing in western REE processing and purification companies [--] years ago . To know what you know and to know what you do not know that is true knowledge. Confucius" [X Link](https://x.com/ctindale/status/1980313327315333281) 2025-10-20T16:41Z [----] followers, [--] engagements "The reality is everybody knew China was going to try to leverage its REE superiority from about 2019-2020 its no surprise . Bringing these threats forward is not likely a sign of strength . Xi mistake is his belligerence if hed just stuck to the domination strategy quietly he wouldnt have alerted the U.S. to risk they faced . Xis ego is the wests best friend" [X Link](https://x.com/ctindale/status/1980318761224925590) 2025-10-20T17:02Z [----] followers, [--] engagements "@KimmeeLee2 Hopefully - if China falls Australia follows" [X Link](https://x.com/ctindale/status/1980319568959828032) 2025-10-20T17:05Z [----] followers, [--] engagements "Youve got new entrants building midstream muscle $MTM and $UCU among them deploying AI-driven algorithmic separation. Adaptive SX models and machine-learning optimisers are now cutting impurity drift and improving element recovery. The midstream bottlenecks quietly being re-engineered. The UCU process is modular closed ( no pollution ) and scalable both are in commercial production inside [--] months . AI sitting will drastically cut tonnage freighted https://twitter.com/i/web/status/1980374466036432993 https://twitter.com/i/web/status/1980374466036432993" [X Link](https://x.com/ctindale/status/1980374466036432993) 2025-10-20T20:44Z 13K followers, [---] engagements "@grok @gl0wnagger5 @TheMosul @MysteryGrove @grok Not a great answer totally misses $IPX for heavy REE supply in Tennessee" [X Link](https://x.com/ctindale/status/1980380015360655592) 2025-10-20T21:06Z [----] followers, [---] engagements "Weve seen it before with new recycling tech . This one recycles PV to extract silver . $LU7 #LU7 💥 #ASX #Silver #RecycleTech CR DONE AT 1.6c✅ 2% PREMIUM TO 15-DAY VWAP & LOOKS LIKE EVERYONE GOT 50% SCALE BACK Massive #silver story Unfolding in #ASX with @LithiumUniverse👇💥 #LU7's JET ELECTROCHEMICAL SILVER EXTRACTION (JESE) recycling technology yielded 95.95% https://t.co/LstabLYcKe #LU7 💥 #ASX #Silver #RecycleTech CR DONE AT 1.6c✅ 2% PREMIUM TO 15-DAY VWAP & LOOKS LIKE EVERYONE GOT 50% SCALE BACK Massive #silver story Unfolding in #ASX with @LithiumUniverse👇💥 #LU7's JET ELECTROCHEMICAL" [X Link](https://x.com/ctindale/status/1980406934416286167) 2025-10-20T22:53Z [----] followers, [---] engagements "@DanGarrett97 @GOP Put aside the kings rallies the Soros funding of the illegal immigrant trail through South and Central America over the last decade basically made the conditions from which trump got elected " [X Link](https://x.com/ctindale/status/1980428049884840231) 2025-10-21T00:16Z [----] followers, [--] engagements "@QueTraders @ToddAnalytics Sure in the MTM & UCU collab but on UCU alone its mid [----] https://mining.com.au/canadas-ucore-secures-rare-earths-supply-from-meteoric/ https://mining.com.au/canadas-ucore-secures-rare-earths-supply-from-meteoric/" [X Link](https://x.com/ctindale/status/1980449655143215575) 2025-10-21T01:42Z 13K followers, [--] engagements "@AfricaChinaLink @davidkersten Oh for goodness sake they are printing RMB pegged to USD then spending through state owned enterprises . The thing is to understand the carrying water for the western system or the Chinese system is ridiculous. Neither is sustainable" [X Link](https://x.com/ctindale/status/1980457398512030101) 2025-10-21T02:13Z [----] followers, [---] engagements "@DemDeanna @jlounsbury59 So George Floyd being choked by a cop and Charlie Kirk being assassinated are equivalent" [X Link](https://x.com/ctindale/status/1980466271318900962) 2025-10-21T02:48Z [----] followers, [--] engagements "@Bevin83994661 China always the victim" [X Link](https://x.com/ctindale/status/1980525174517883243) 2025-10-21T06:42Z [----] followers, 10.8K engagements "$UCU are in commercial production with a closed processing system in May [----] they take a different approach and have automated the whole system so one man can run it . They have [--] projects around the world including Australia . Its also a closed system so no pollution . LYC have already opened REE processing Malaysia and have a one scheduled to open in Texas . Lynas is tagged in re Trump /Albo announcement today and they have already opened a REE plant in WA and its thought it will be significantly expanded. $MTM go live with flash joule heating in Texas by end of year they can get gallium" [X Link](https://x.com/ctindale/status/1980529748674769049) 2025-10-21T07:01Z 13K followers, [---] engagements "The extraordinary thing about China is not its rise that was always inevitable for a civilization with a thousand bureaucrats for every philosopher but its inability to behave as though it has arrived. America can launch wars elect lunatics and stage coups of taste and reason every four years yet it still allows its citizens to mock the flag its leaders and even its own myths. China meanwhile builds half the worlds infrastructure and still cant endure a tweet. The Middle Kingdom is forever haunted by its own narrative of humiliation that century of shame which has become less a chapter of" [X Link](https://x.com/ctindale/status/1980589554395693095) 2025-10-21T10:58Z [----] followers, [----] engagements "@RnaudBertrand @JohnRoss43 In turn the same time happening the US is innovativing along the entire rare earths supply chain" [X Link](https://x.com/ctindale/status/1980698895392076258) 2025-10-21T18:13Z [----] followers, [----] engagements "The Hollowing of out of our nation . Australias decline did not come from corruption or collapse but from consensus. We were persuaded by a priesthood of economists that the market was not merely efficient but omniscient. Since the Hawk/Keating/Howard era economic rationalism has been our civil religion its high sacrament the idiot worship of price. Price we were told would decide what was worth making and what was not. And so it did: it decided that NOTHING here was worth making. We dismantled factories shipped away skills and congratulated ourselves on efficiency while importing what our" [X Link](https://x.com/ctindale/status/1981101506301693996) 2025-10-22T20:53Z [----] followers, [---] engagements "The Reserve Banks vaunted independence is less a safeguard than a slogan propaganda for a financial-services lobby that governs in all but name. Its policies direct the nations revenue streams toward banks not citizens or toward their welfare turning the universal human right of shelter into a speculative financial product. Independence has become the polite word for capture: a central bank detached from labour beholden to lenders and serenely indifferent to the ruins it finances. Australia 112.7% Australia 112.7%" [X Link](https://x.com/ctindale/status/1981120250709233825) 2025-10-22T22:07Z [----] followers, [----] engagements "Property prices so bloody stupid advertising them attracts Hollywood productions . https://www.instagram.com/reel/DQELKJHEZnU/igsh=MXdqN295N2FpMXl4cw== https://www.instagram.com/reel/DQELKJHEZnU/igsh=MXdqN295N2FpMXl4cw==" [X Link](https://x.com/ctindale/status/1981183403908354236) 2025-10-23T02:18Z [----] followers, [---] engagements "@pstAsiatech It wont matter on robotics Chinese firms will be banned like Huawei " [X Link](https://x.com/ctindale/status/1981385306827083879) 2025-10-23T15:40Z [----] followers, [---] engagements "@BaldingsWorld Itll serve as a great example to motivate policy action . At some point the west will realise that the fight is literally existential and respond" [X Link](https://x.com/ctindale/status/1981385924081832128) 2025-10-23T15:43Z [----] followers, [---] engagements "BS I was in China in [----] been there 100s of times $b in contracts I wasnt trained to think anything . Chinas current behavior is economically self-defeating. It was built as a trading nation dependent on global markets yet now acts as if it can weaponize its dominance in rare earths and manufacturing. Its economy is overleveraged dollar-pegged and riddled with bubbles. The world isnt in checkmate mutual dependence limits Chinas leverage. FFS can anyone criticise the strategy without folks responding with emotional vitriol about hating China" [X Link](https://x.com/ctindale/status/1981439359640621065) 2025-10-23T19:15Z [----] followers, [---] engagements "$ELT The New Tin Shock: Why Elementos (ASX: ELT) Is the Strategic Play for the AI Era A new rare-earth-style supply crisis is brewing only this time it revolves around tin the quiet metal that solders together the digital world. Every transistor circuit board sensor and robotic actuator is bound by tin. As AI accelerates through hyperscale data centres edge devices and industrial automation demand for tin is soaring yet global supply is imploding and holds high sovereignty risk for the west . China refines over half of the worlds tin and sources much of its ore from Myanmars sanctioned Wa" [X Link](https://x.com/ctindale/status/1981462437904908439) 2025-10-23T20:47Z 11.3K followers, 29.7K engagements "@unclefib $ELT has tungsten as well in Tasmania" [X Link](https://x.com/ctindale/status/1981465991679975754) 2025-10-23T21:01Z 11.3K followers, [---] engagements "A jihadist speaks about his pain and sorrow after 9/11 . Im hard to rile - but enough is enough . Zohran through tears: My aunt stopped taking the subway after 9/11 because she did not feel safe in her hijab. Yes she was the real victim of 9/11 https://t.co/aILr4JtVvF Zohran through tears: My aunt stopped taking the subway after 9/11 because she did not feel safe in her hijab. Yes she was the real victim of 9/11 https://t.co/aILr4JtVvF" [X Link](https://x.com/ctindale/status/1982218770778116128) 2025-10-25T22:52Z [----] followers, [---] engagements "What we inhabit today is not capitalism but its anaesthetised double a mechanised system of rent extraction masquerading as enterprise. The old industrial dynamo that once rewarded invention and risk has been replaced by a bureaucratic contraption of central banks asset managers and economic theorists all pretending to steer a market like a deluded ships master . Neo-classical economics promised a frictionless world: the lowest price as the highest virtue efficiency as the new morality. The result is a civilisation optimised for nothing but margin. Everything public has been auctioned to the" [X Link](https://x.com/ctindale/status/1982717632701780217) 2025-10-27T07:54Z [----] followers, [----] engagements "@matt_barrie Every corner shop service station in my area or get them delivered by FB market place . Its a classic reflection on Australian bureaucratic competence" [X Link](https://x.com/ctindale/status/1983410329641201713) 2025-10-29T05:47Z [----] followers, [---] engagements "Utilise excess compute in all A.I. systems AWS on wheels . Multiply the idea out a few years to [---] B autonomous autos and we are starting to mimic a biological system where the system itself thinks Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call that no one is really talking about. His words: Actually one of the things I thought if we've got all these cars that maybe are bored while they're sort of if they are bored we could actually https://t.co/tlbko8egLd Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call that no one is really talking" [X Link](https://x.com/ctindale/status/1983468409368322318) 2025-10-29T09:38Z [----] followers, [---] engagements "The End of Industrial Faith The so called rare-earth threat is not a conspiracy but an unconscious confession. Trace the supply lines like threads of global industry and you dont find markets you find a single system a single supply line whose path has been purposely drawn towards Beijing Take tin the soldering in every electronic circuit seventy percent of global smelting capacity sits in China. Even the Western mines that still pretend to independence feed that network bound by offtake contracts and share registers swollen with Hong Kong funds. The same filaments bind copper nickel lithium" [X Link](https://x.com/ctindale/status/1983650592296989080) 2025-10-29T21:42Z [----] followers, 12.6K engagements "The Intelligent Planet When Elon spoke on Teslas third-quarter call about turning idle vehicles into a distributed inference fleet he was describing a literal design before it became a metaphor. Tens of millions of Teslas sit parked most of the day each with roughly a kilowatt of high-performance compute waiting to be used. Network them he said and you have a hundred-gigawatt supercomputer already built power and cooling solved located wherever people live able to think while the world sleeps. Owners could earn credit for lending their cars minds; Tesla would need fewer data centers; the grid" [X Link](https://x.com/ctindale/status/1983685640396079334) 2025-10-30T00:01Z [----] followers, [----] engagements "@deuce1110 Ha yes [----] Oracle then again in [----] IBM [----] and again [----] plus half a dozen others . Makes one think about latency on a Tesla distributed compute platform " [X Link](https://x.com/ctindale/status/1983802821775606045) 2025-10-30T07:47Z [----] followers, [--] engagements "TIN: THE HIDDEN CRITICAL METAL OF THE INDUSTRIAL AGE [---] Global #tin demand is forecast to surge from [------] tonnes (2023) to [------] tonnes (2030) requiring over US $1 billion in new investment. Yet less than half that capital is committed leaving a structural deficit of [-----] tonnes by [----]. Tin essential to every circuit chip and electric vehicle remains under-recognised compared with lithium #REE or #copper even though it is the solder of civilization binding the digital and energy transitions together. Over [--] % of global tin demand comes from solder directly linking the metal to" [X Link](https://x.com/ctindale/status/1984138688440553634) 2025-10-31T06:01Z [----] followers, [----] engagements "Thaisarco tin smelter in Thailand have signed an off take agreement with $atm Thaisarco is owned AMC of the Uk its kind of what Im talking about good assets in Africa with a target of [----] tons per year2030 the smelting is happening in Asia . AMC produce about 2% of global tin demand in their smelter business" [X Link](https://x.com/ctindale/status/1984269443497889872) 2025-10-31T14:41Z [----] followers, [--] engagements "It was just a bad business model in the wrong era they went all in globalisation at the start of deglobisation . The Chinese companies are in same boat their model is just as obsolete ultimately there is no role for labour arbitrage across geographies because human labour is obsolete " [X Link](https://x.com/ctindale/status/1984395055835332735) 2025-10-31T23:00Z [----] followers, [--] engagements "@adamscrabble Civilization is a creature of its own stories. We move through the world guided by abstractions . growth progress freedom forgetting that these are not places on a map but inventions of the traveller/s" [X Link](https://x.com/ctindale/status/1984521939722068419) 2025-11-01T07:24Z [----] followers, [--] engagements "Palantir is the iPhone humans are the blackberry its the cognitive scaffolding of this transition to human obsolescence the neural OS that replaces human coordination. Its ontology software and AI agents fuse data from every layer of society hospitals railways militaries supply chains into a single self-learning decision engine. As this network matures labour itself becomes informational: tasks no longer requiring wages become automated. Consumption collapses because intelligence no longer costs income. Taxation collapses because production happens without pay. We can no longer service debt ." [X Link](https://x.com/ctindale/status/1984731259910963627) 2025-11-01T21:16Z [----] followers, [----] engagements "@KjetilSekseKris @great_martis Probably sold $5b worth of that type of software to corporates across Asia . I was @Oracle in [--] this stuff is my wheelhouse there probably isnt a user case I havent touched this is nothing like previous generations " [X Link](https://x.com/ctindale/status/1984745496003690944) 2025-11-01T22:12Z [----] followers, [----] engagements "Agree - the politically heat on all this stuff is going to accelerate - its not just Palantir -the Nokia / NVDIA partnership and 6g puts intelligence into everything the NVQlink / Nokia integrating AI to Qubits a "Rosetta Stone" for connecting QPUs and GPUs enabling them to function as a single coherent system. There are dozens of them that are getting hardwired into GPU chips sets the hardwiring is basically to provide latency when these get deployed theyll have to put moats around the data centres because some folks will want to burn them down" [X Link](https://x.com/ctindale/status/1984754275764105726) 2025-11-01T22:47Z [----] followers, [---] engagements "@tronim47736 @great_martis They are in process in the U.S. the earnings come from cannibalising human labour roles https://www.palantir.com/offerings/palantir-for-hospitals/ https://www.palantir.com/offerings/palantir-for-hospitals/" [X Link](https://x.com/ctindale/status/1984755190550184164) 2025-11-01T22:51Z [----] followers, [---] engagements "$UCU $IPX $MTM there a bunch more . [--] years is fine . There is also a technology disruption narrative IP emerging out of US universities like Rice and Utah this IP never got funded during the deindustrialisation it started getting funds from DoD under Biden so its more advanced than folks realise https://twitter.com/i/web/status/1985068059112222935 https://twitter.com/i/web/status/1985068059112222935" [X Link](https://x.com/ctindale/status/1985068059112222935) 2025-11-02T19:34Z 13K followers, [----] engagements "Its a bit more than api calls ontology is a digital twin of your enterprise including your security environment which overcomes the weakness in the AI models because its hardwired to the NVDIA GPU right into CUDO which allows real time simulation which you can run anywhere its the AI enterprise central nervous system this unlocks agents in the enterprise itll unlock real time updates across large corporate / military architectures" [X Link](https://x.com/ctindale/status/1985084221871059268) 2025-11-02T20:38Z [----] followers, [---] engagements "@JohnWold20 @langwiser @BaldingsWorld @tyillc The machinery angle https://www.afr.com/companies/mining/lynas-warns-china-will-starve-rare-earths-projects-of-equipment-20251029-p5n69e https://www.afr.com/companies/mining/lynas-warns-china-will-starve-rare-earths-projects-of-equipment-20251029-p5n69e" [X Link](https://x.com/ctindale/status/1985087296493010949) 2025-11-02T20:51Z [----] followers, [---] engagements "Dr Fang out of University of Utah James Tour out of Rice University Texas and a bunch more spent years in the de industrialised wilderness trying to get capex for their metallurgy inventions that disrupt Chinese processes . Nobody was interested in funding them till about [--] years ago every venture that did get off the ground was wiped out by Chinese pricing . Listen to a few Lynas earnings calls where they openly demand floor pricing so they can invest without fearing Chinese subsidised metals wiping them out . Thatll all get unlocked now " [X Link](https://x.com/ctindale/status/1985109672828059856) 2025-11-02T22:20Z [----] followers, [---] engagements "Yes I get it .Palantirs weak point in manufacturing is dirty mutable data. To fix it build a mid-layer JSON event model that continuously syncs from PLCs and sensors via a Python validation script. Each record should be immutable hashed and time-stamped before Palantir ingestion. This removes silent edits and forces data lineage. NVIDIA hardware accelerates realtime validation anomaly detection and computer-vision QA at the edge. Within twelve months automated data contracts and GPU inference pipelines make data self-healing transparent and manipulation-proof turning shop-floor auditable" [X Link](https://x.com/ctindale/status/1985135224486011077) 2025-11-03T00:01Z [----] followers, [--] engagements "Got to stop treating all AI as the same thing like the backward integration of NVDIA to palantir Nokia crowdstrike quantum - these are going to be highly integrated solution sets so just calling it AI isnt really looking at differing value western economies together are of much more significant scale" [X Link](https://x.com/ctindale/status/1985164982754201932) 2025-11-03T01:59Z [----] followers, [---] engagements "@Prudentissimus2 @StaySolvent100 @steventsmak @great_martis Nice trade on NVDA the new product line is amazing" [X Link](https://x.com/ctindale/status/1985198315294896498) 2025-11-03T04:12Z [----] followers, [--] engagements "Nobody knows anyone that suggests they do is making it up . I just hope the robots are slower than predicted . Ultimately political heat creates a crisis that will have to be resolved and yes I know that theory it might be true it might create all kinds of jobs . I just dont see anyone in the market explaining what they might be like. They were telling us to code a few years ago. I know I use AI extensively and I can get three or four times more stuff done that I used to be able to do but is that productivity restricted to neuro adaptive folk and that segment flourishes . I just dont know" [X Link](https://x.com/ctindale/status/1985200003716104257) 2025-11-03T04:18Z [----] followers, [--] engagements "@Prudentissimus2 @StaySolvent100 @steventsmak @great_martis Though I talked to Wayno CTO in [----] and he said Musk was full of it and would take till [----] drivers are 8% of all employment right there . It has different ramifications for different countries. Can you imagine the Philippines without Call centres" [X Link](https://x.com/ctindale/status/1985201636017590691) 2025-11-03T04:25Z [----] followers, [--] engagements "Yes it does look impossible my guess is a smart mid tier that converts everything to json then the AI laters get tied on with python the reason I think they are building and Palantir ontology / NVDIA hardware integration layer otherwise latency kills it . This is maybe what kills some of the legacy systems once and for all and why we are seeing corporate goals of 100% cloud migration" [X Link](https://x.com/ctindale/status/1985208215580344364) 2025-11-03T04:51Z [----] followers, [---] engagements "Containments over. You can buy a tower with top GPUs for under $30k and run models . Open-source frameworks like Ollama and Hugging Face make it easy to finetune or selftrain without the cloud. That breaks network dependency AI now can live offline. Control shifts from access to hardware GPUs. The knowledge is loose the horse has bolted ; and this is still early days. I can imagine a home AI being like a refrigerator. If you look at all the integration partners of NVDIA its the same thing. The cars are gonna be independent of the network the robots as well. Beats me where it ends up but" [X Link](https://x.com/ctindale/status/1985533457934795019) 2025-11-04T02:24Z [----] followers, [--] engagements "@BaldingsWorld like Huawei in the west you can't be sure the chips are secure" [X Link](https://x.com/ctindale/status/1985539462030618839) 2025-11-04T02:47Z [----] followers, [---] engagements "@saletan @MarkPlackett1 @JVLast I am no Trump acolyte but some of the logic in that article is pretty hard to reason . Paying Westinghouse $80b then taking 20% Id hardly seizing production its an article dressed up to pretend to be thoughtful total waste of time" [X Link](https://x.com/ctindale/status/1985555523425747028) 2025-11-04T03:51Z [----] followers, [--] engagements "@john_macgowan @beninthecapita1 The latest Ann has us manufacturing and basing Anduril Ghostsharks right across recreation from Philipines to pacific help Asia porcupine manufacturing the autonomous weapons here has Australia logically complex to contemplate invading" [X Link](https://x.com/ctindale/status/1985556898922574174) 2025-11-04T03:57Z [----] followers, [--] engagements "@matt_barrie The RBAs purpose is to channel wages into financial products" [X Link](https://x.com/ctindale/status/1985579259524710659) 2025-11-04T05:26Z [----] followers, [----] engagements "True not a big one but Latency . Normally AI systems do inference as a distinct stage the model runs waits for I/O then sends results to software layers for context or decision logic. Palantirs architecture merges those layers: ontology models (data relationships semantics operational rules) now run on the same GPU memory space as the inference engine. That means far less data shuffling between CPU and GPU so you get near real-time reasoning with minimal latency. We need to see how effective it integrates into a variety of legacy environments" [X Link](https://x.com/ctindale/status/1985595378268586197) 2025-11-04T06:30Z [----] followers, [--] engagements "the user case is when inference is distributed when you cant build it closer . It fuses ontology policy and event logic inside the GPU memory space real-time cross-system reasoning without CPU-GPU shuffles real time federated estates is potential moat yesterdays earnings call was near fastest for size in history of software the built for military pathway may have created something new in the federated context - that said truly durable moats are less likely with all vendors these days - give it [--] years Sofware will be mostly commoditised" [X Link](https://x.com/ctindale/status/1985643452638642363) 2025-11-04T09:41Z [----] followers, [--] engagements "I been down a rabbit hole on cryptology. BTC has maybe [--] years before it's quantum computing unravels [--] cubits to unlock a BTC and about [----] for an entire block chain the NVDIA integration to most emerging quantum platforms lights the fuse. The challenge to all states east and west are probably more complex impossible to predict and existential than the pundits posit they are" [X Link](https://x.com/ctindale/status/1985842936156995885) 2025-11-04T22:53Z [----] followers, [---] engagements "His disciples exported labour hollowed out industry and called it progress. Nations traded sovereignty for quarterly earnings and congratulated themselves on being competitive as their factories went dark. Privatisation promised discipline and dividends; what it delivered was rent-seeking monopolies and public and private debt dressed as reform. Friedman believed markets were self-correcting. He never asked who would correct the marketeers. The record of history he invoked has since written its own verdict: the invisible hand was picking pockets all along. The so called great economic" [X Link](https://x.com/ctindale/status/1986496209465581579) 2025-11-06T18:09Z [----] followers, [----] engagements "When Bessent says hes going to move at WARP speed across sectirs it can only mean a few companies . In the titanium sector its $IPX its that simple . China also dominates titanium production - with close to 75% of the global market in [----] China is aggressively scaling titanium production - on track to increase their grip on the global market to over 85% by [----] IperionX is now scaling US titanium production - IPX remains https://t.co/6h0f2AxQHy China also dominates titanium production - with close to 75% of the global market in [----] China is aggressively scaling titanium production - on" [X Link](https://x.com/ctindale/status/1986646151190487404) 2025-11-07T04:05Z [----] followers, [----] engagements "NeoLuddism / neo-Luddite Someone who resists new technologies especially out of fear or mistrust of their social or economic effects. Let the games begin Our public defender successfully subpoenaed Sam Altman to appear at our trial where we will be tried for non-violently blocking the front door of OpenAI on multiple occasions and blocking the road in front of their office. All of our non-violent actions against OpenAI were an Our public defender successfully subpoenaed Sam Altman to appear at our trial where we will be tried for non-violently blocking the front door of OpenAI on multiple" [X Link](https://x.com/ctindale/status/1986709156578103752) 2025-11-07T08:15Z [----] followers, [---] engagements "Media I assume to be idiots so I give them a leave pass because they havent a huge amount of options open to them . I was at the intersection of tech and banking most of my life . Most senior bankers have no soul incredibly shallow humans . Tech are mostly opportunists I still know a lot of those folk" [X Link](https://x.com/ctindale/status/1987698684939968699) 2025-11-10T01:47Z [----] followers, [--] engagements "Since the 1990s academics like David Held Martha Nussbaum Seyla Benhabib and Didier Fassin reframed borders as moral violence arguing that sovereignty should yield to universal human rights. This lineage of belief underpins NGO and UN agendas UNHCR IOM Amnesty Oxfam Mdecins Sans Frontires that advocate humanitarian corridors and safe passage beyond national control. The UNs Global Compact for Migration embodies this ideology: super technocratic governance claiming moral compassion is a higher purpose than sovereign preservation . These frameworks bypass democracy policy made by unelected" [X Link](https://x.com/ctindale/status/1987818361485725883) 2025-11-10T09:43Z [----] followers, [---] engagements "David Helds vision replaces self-governing nations with multi-level governance accountable to unelected international actors. He frames as democratic reform though in reality it dismantles democracy it legitimizes supranational rule embedding states within UN-style frameworks where policy on trade environment migration and finance is set by transnational agencies rather than domestic electorates. This erodes three aspects of sovereignty: Legislative autonomy laws increasingly shaped by global treaties and NGO-driven norms. Political accountability decisions shift from elected parliaments to" [X Link](https://x.com/ctindale/status/1987828752924201207) 2025-11-10T10:24Z [----] followers, [--] engagements "Likewise - its been a long road from my families asbestos house in the 1960s in poor working class Sydney - we have to be careful that we dont compare our early days where houses were x [--] annually wages to now in Australia they are x10-13 . That multiple has gone to older folk through asset inflation and made it super hard for the youngsters to get a start " [X Link](https://x.com/ctindale/status/1988019839508902385) 2025-11-10T23:04Z [----] followers, [---] engagements "Burrys wrong because he treats GPUs like laptops. Data-center chips arent gadgets; theyre infrastructure. Cloud GPUs depreciate over [--] years since: Software layers stretch life through virtualization. Older chips still profit in inference and rendering. Cloud tiers repurpose old hardware instead of dumping it. Accounting treats them as servers not disposables. Theyre closer to power plants than phones long lived cash efficient and fully utilized. It does raise the question of NVDIA revenue durability 3-4 years out when hyper scale buildout slows . Longer depreciations twin is slower refresh" [X Link](https://x.com/ctindale/status/1988349913558904875) 2025-11-11T20:55Z [----] followers, [---] engagements "Weve still got sulphur reduction initiatives on foot Between [----] and [----] sulphur emissions keep falling as new rules coming to play. The Mediterranean becomes a 0.1% sulphur zone in [----] cutting ship SO by about 8090% particular cruise liners . Chinas coastal ECAs expand while the EUs Industrial Emissions Directive and coal phase-downs push power-sector SO 6090% below [----] levels. The U.S. and India remain at ultra-low-sulphur fuels (10 ppm) and gas flaring cuts continue under the World Banks Zero Routine Flaring by [----]. Overall global sulphur aerosol output is expected to fall 3040% by" [X Link](https://x.com/ctindale/status/1988352467218895340) 2025-11-11T21:05Z [----] followers, [--] engagements "NVIDIAs new architectures fuse hardware and software for latency Grace-L/Blackwell chips link directly to CUDA NVLink and Palantir-style AI stacks extending utility. GPUs serve [--] years then shift to inference roles giving [--] years total life. Racks and infrastructure last [----] years; modular upgrades and software tuning preserve performance longer" [X Link](https://x.com/ctindale/status/1988365485994627411) 2025-11-11T21:57Z [----] followers, [--] engagements "@MarkPlackett1 Technology refining / smelting disruption plays out across the whole critical metals space add in deflation from automation and aging demographics its unclear if we are overbuilding literally everything - I reckon demand for everything crashes [----] or thereabouts" [X Link](https://x.com/ctindale/status/1988393028890099760) 2025-11-11T23:46Z [----] followers, [--] engagements "Tariffs seem rational to me . The economy system has to change to be more sustainable and hardened that cant be achieved through China so incentives need to nudge us in the right direction - tariffs are part of those incentives . A critical minerals shock to Australia not so far out needs to be addressed net zero seems indulgent contextual to that probably near term shock" [X Link](https://x.com/ctindale/status/1988396068950995320) 2025-11-11T23:59Z [----] followers, [--] engagements "@Brad_Setser @QeYcc swap or bailout lets not be pedantic it had to be done the worlds dividing up not bringing sth America with you where you can makes zero sense especially when the risk is manageable" [X Link](https://x.com/ctindale/status/1988485437414068517) 2025-11-12T05:54Z [----] followers, [--] engagements "These technocrats suckled on campus dogma and NGO piety have quietly replaced democracy with a managerial priesthood. They moralised borders out of existence surrendered money to central-bank monks and wrapped the whole planet in climate models so coarse theyd embarrass a freshman physicist. And yet they wield them as holy writ. its a sanctimonious putsch of idiocy a slow smug confiscation of sovereignty by people who think uncertainty is an error and the public an inconvenience. A revolution without courage conducted by clerks. I camped with them at burning man lovely people but" [X Link](https://x.com/ctindale/status/1988747115124994258) 2025-11-12T23:13Z [----] followers, [--] engagements "PE of that calibre arent unheard of they only have to grow at 50% pa for [--] years to normalise that . Oracle Apple Google TSLA all grew at 40-50% yoy at different stages . The software literally changes the entire military technology without you might not win a war against China . I realise a lot of folk cant get their head around what it does its conceptually unique so its hard to fathom . In any case Im not here to sing its praises its just not a good short because there is no market trigger - mid terms though might be a trigger because they depend on government largesse" [X Link](https://x.com/ctindale/status/1989081407512359018) 2025-11-13T21:22Z [----] followers, [---] engagements "Australia emits about [---] Mt of CO-e a year and even with all current projects running the land sector offsets only [--] Mt. That leaves a [---] Mt gap with no physical pathway to close it. Indigenous Australians control [---] million hectares yet less than 1% is used in accredited carbon projects. Gina owns [--] m hectares Twiggy 5m . Hitting net zero through nature will require [----] million hectares of new forest just 414% of indigenous Country but the labour demand is impossible: manual planting would require [-----------] workers when Australia has under [----] restoration staff. AirSeed collapses" [X Link](https://x.com/ctindale/status/1989615635966402791) 2025-11-15T08:45Z 17.5K followers, [--] engagements "@shanaka86 @cryptomanran It happened months ago it was always going to happen . As soon as it became big enough. Wall Street wanted to game it and they have" [X Link](https://x.com/ctindale/status/1989638240614453603) 2025-11-15T10:14Z [----] followers, [---] engagements "The Death Knell of Neoclassical Central Banking This paper is an obituary for the entire neoclassical central-banking worldview. If something as basic as a tariff hike behaves opposite to every DSGE model lowering inflation instead of raising it then the core machinery of modern monetary economics is wrong. Add the long-ignored reality that housing and land inflation were kept out of CPI while asset prices and credit cycles did the real macroeconomic heavy lifting and the picture becomes undeniable: central banks have been steering with broken instruments. They mistook financial shocks for" [X Link](https://x.com/ctindale/status/1989891559198978488) 2025-11-16T03:01Z [----] followers, [----] engagements "We are exporting [--] out of [--] of our carbon emission per capita then we import this emissions via products . You mentioned fossil fuels like our exports dont exist for the net out problem because somehow we live on a planet that doesnt include where those fossil fuels are burnt. Its pure virtue signalling" [X Link](https://x.com/ctindale/status/1990194122972668226) 2025-11-16T23:03Z [----] followers, [---] engagements "I dont think theyve claimed any different its on the front end the business case has always been first stage separation to a chloride the British team have an early stage separator before ionic it goes in between to process also . $MTM is also able to seperate coal ash and coal byproduct - $190m released for tender last week by DoE Up for grabs with [--] submissions . I hope $IXR are applying for that because there some perfect categories available" [X Link](https://x.com/ctindale/status/1990246243650642026) 2025-11-17T02:30Z 11.6K followers, [---] engagements "@TInvestor2 They are in the middle of it with Ford and DoD Supply process" [X Link](https://x.com/ctindale/status/1990720119966667091) 2025-11-18T09:53Z [----] followers, [--] engagements "the tech sector is crashing everything is going down it happens every time the market goes down folks rationalise the events to their sector or stock . If the west wants to remain anything but a vassal state of China it has fix critical materials it has no choice but to. New tech will play a role in this re industrialisation is scary folks havent got the skills to know what will have to happen industrialisation analysis skills arent broad yet the doomers want to tell you its all over when its just getting started 100s of billions of capital will need to be invested its a certain tail wind" [X Link](https://x.com/ctindale/status/1990898374481227931) 2025-11-18T21:42Z [----] followers, [--] engagements "The detail doesnt line up with that reality. If you flood the South China Sea and the first-island chain with Anduril Ghost Sharks attritable drones and autonomous sensors leaving the region becomes a lot harder for the PLA than X doomer narrative suggests. The idea that China has the West in strategic checkmate is overstated. Neither side is anywhere near domination. Were heading for a messy uncomfortable multi polar equilibrium not a world living under Chinese dominion" [X Link](https://x.com/ctindale/status/1991256354787606544) 2025-11-19T21:24Z [----] followers, [---] engagements "http://x.com/i/article/1991270959706427392 http://x.com/i/article/1991270959706427392" [X Link](https://x.com/ctindale/status/1991285061782761573) 2025-11-19T23:18Z [----] followers, [----] engagements "Sorry the Optimus tear down segment had a bad link https://www.capitaly.vc/blog/elon-musks-optimus-gen-3-a-technical-breakdown-of-the-2025-ai-revolutionutm_source=chatgpt.com https://www.capitaly.vc/blog/elon-musks-optimus-gen-3-a-technical-breakdown-of-the-2025-ai-revolutionutm_source=chatgpt.com" [X Link](https://x.com/ctindale/status/1991333802694897977) 2025-11-20T02:32Z [----] followers, [---] engagements "NVIDIAs SBC blowout is mostly a timing artefact. They granted stock years ago when the price was cheap then the valuation went vertical. That makes buybacks look bloody expensive but thats just what happens when a business outperforms . Employees werent overpaid the stock simply exploded after the stock grants. Burrys framing ignores this basic sequence. He treats the buyback cost as if management planned dilution at the peak instead of acknowledging the obvious: incentives were set before the supercycle. The Burry rant isnt deeply knowledgeable . Its a value-guy tantrum at a growth-curve he" [X Link](https://x.com/ctindale/status/1991358673994891407) 2025-11-20T04:11Z [----] followers, [----] engagements "http://x.com/i/article/1991667045453500416 http://x.com/i/article/1991667045453500416" [X Link](https://x.com/ctindale/status/1991690004884779520) 2025-11-21T02:07Z [----] followers, [---] engagements "Steel is harder and can be stronger. Titanium is lighter more fatigue proof more corrosion-proof and holds strength at high temps. For weight critical fatigue intensive high-performance systems (robots aerospace defence) titanium wins. For cheap hard wear resistant high strength applications steel wins" [X Link](https://x.com/ctindale/status/1992260168009290092) 2025-11-22T15:53Z [----] followers, [---] engagements "Thoughts on robots Humanoid Robots Are Not Proven Low-Cost Labour The market is already talking as if humanoid robots are a cheap plug-in replacement for humans. That needs a reality check . They are only lower cost if and only if the combined capex + opex beats humans at real utilisation and reliability. Right now thats an assumption that will take years to line up Here are the realities: [--]. Capex is big and integration isnt free Youre not buying a $20k robot. Youre buying: the robot body (tens of thousands each in real BOM terms) integration and safety engineering to bolt it into a workflow" [X Link](https://x.com/ctindale/status/1992342656731713567) 2025-11-22T21:21Z [----] followers, [---] engagements "The Fed Doctrine Is a Structural Threat to U.S. Sovereignty If you strip the emotion out and look at incentives the JPMorgan doctrine is exactly what you think it is: a worldview in which financial intermediaries not elected governments are the ultimate stewards of economic power its the logical endpoint of a system where private banks sit between the state and its own currency. Their so called independence a smoke screen for a financial plumbing system that channels capital to their industry purely for self enrichment totally disconnected to long term economic welfare of the US . For decades" [X Link](https://x.com/ctindale/status/1992387143566807417) 2025-11-23T00:18Z [----] followers, [---] engagements "@bomber78a Sc-Al supply is as precarious as all the rest of the critical minerals there is user case for both but the IPX titanium cost is well under Scandium https://www.riotinto.com/en/news/releases/2025/rio-tinto-and-canada-growth-fund-announce-transaction-to-advance-canadian-production-of-scandium https://www.riotinto.com/en/news/releases/2025/rio-tinto-and-canada-growth-fund-announce-transaction-to-advance-canadian-production-of-scandium" [X Link](https://x.com/ctindale/status/1992478292876947797) 2025-11-23T06:20Z [----] followers, [---] engagements "Youre right on headline cost Al-Sc alloys are cheaper per kg. But thats not the constraint. Scandium supply is what 2030t/yr globally. Titanium sponge isaround 200000tyr. The scale difference is two orders of magnitude. Al-Sc is a premium aluminium with good weldability and strength for aluminium. It doesnt replace Ti in high-temperature high-fatigue or corrosion critical environments and it cant meet many defence or aerospace duty cycles especially not robotics wear life. I have a long piece on robotics s wear life half written my guess is wear life for robots is going to be a huge issue" [X Link](https://x.com/ctindale/status/1992503544914579737) 2025-11-23T08:00Z [----] followers, [---] engagements "@bomber78a Sunrise us super interest with such a big investment from Lockheed Martin" [X Link](https://x.com/ctindale/status/1992563652206174696) 2025-11-23T11:59Z [----] followers, [--] engagements "@matt_barrie Have a nap in the afternoon stay up half the night" [X Link](https://x.com/ctindale/status/1992875091328450580) 2025-11-24T08:37Z [----] followers, [---] engagements "@KazakhEmbassyUK @TheAstanaTimes @grok is this a secure geographically stable supply line for the West" [X Link](https://x.com/ctindale/status/1993632602205647239) 2025-11-26T10:47Z [----] followers, [--] engagements "Why humanoid robots struggle in factories and why titanium can flip the operatingcost math. 1) Why humanoids fail fast Complexity vs. impacts: Humanoids have far more joints/actuators than classic 6axis arms and take constant microimpacts from walking stairs and balance corrections; maintenance/downtime expectations in factories are unforgiving (targeting threefour 9s reliability). Reality check on uptime: Even conventional industrial cells plan for maintenance and unplanned failures; downtime quickly becomes uneconomic on paced lines. There is a reason we dont pull cars with mechanical" [X Link](https://x.com/ctindale/status/1994125098727657949) 2025-11-27T19:24Z [----] followers, [---] engagements "People just to words these - remember [--] or [--] years ago every bank had a block chain department is the new thing so people with invariably be appointed as VP Blockchain for whatever bank . . and they all got a bit of funding . I used to speak at conferences where this execs attended they all had projects that sounded like he just described . I led banking for IBM at the time as a vendor I watched them all fail . Im sure a few succeeded - but there werent many - now he wants to let agentic to make transactions" [X Link](https://x.com/ctindale/status/1994270210728296492) 2025-11-28T05:00Z [----] followers, [--] engagements "True story . In [----] think it was my best friends rang me and told me when BTC was $300 that hed just sold. Hed bought $30000 worth at three dollars so a pretty good return. Same day my wife came home from the beach and got told by another parent we knew that we should buy BTC. My wife said we should buy $10000 worth when it was $300. It was funny both happened on the same day. I just said I couldnt be bothered. I said it was tulips " [X Link](https://x.com/ctindale/status/1994275167154110938) 2025-11-28T05:20Z [----] followers, [--] engagements "This is how I run off grid in Sydney [--] solar panels. 50kw of batteries 45kw diesel generator [--] houses large horse stable complex [--] pm [--] pm = generator ( charges batteries in just over an hour ) [--] pm [--] am = battery [--] am [--] am = generator ( often isnt needed in summer but is more often needed in winter because of low sonar production its auto started when battery runs out ) [--] am [--] am = battery [--] am -8pm solar + battery generator runs each [--] hour as needed . Diesel plus batteries are much cheaper than retail grid prices" [X Link](https://x.com/ctindale/status/1994884803267891546) 2025-11-29T21:42Z [----] followers, [---] engagements "They Ive dug up robot performance data from everywhere I can find it including Chinese sources not that it wont be solved but the data tell us there are huge initial performance issues with wear and tear itll take humanity ( my guess ) 3-4-5 years to build resilient robots that compete with humans for most tasks " [X Link](https://x.com/ctindale/status/1994974488040005854) 2025-11-30T03:39Z [----] followers, [--] engagements "No but I can depreciate a battery over [--] years instead of [--] . If battery prices drop [--] percent in four years their economic life shrinks. It becomes rational to replace them early rather than keep degraded overpriced units. Depreciation is based on expected useful life not theoretical lifespan so a four-year effective life is reasonable and can be depreciated faster. Yes its based on cost I was talking about the rate of depreciation can be accelerated if the price drops a lot" [X Link](https://x.com/ctindale/status/1995228648518176852) 2025-11-30T20:29Z [----] followers, [--] engagements "@matt_barrie I was wondering about that - high probability" [X Link](https://x.com/ctindale/status/1995299066314698953) 2025-12-01T01:09Z [----] followers, [---] engagements "If inflation were measured for resilience it would be the allin cost and time to build and maintain critical capacity the grids refineries mines fabs shipyards ammo plants plus the capital to fund them not just groceries and rent. But the Fed targets that consumer basket so its lever is the short rate. That rate becomes the riskfree base for loans and bonds. When the Fed hikes the average cost of capital jumps. Longdated industrial projects with 20year cash flows see their net present value collapse; SaaS with low capex barely notices. Regulation makes mortgages and Treasuries cheap in" [X Link](https://x.com/ctindale/status/1995983326105251909) 2025-12-02T22:28Z [----] followers, [---] engagements "Win and lose isnt a meaningful axis. The axis is whether you preserve productive capacity. If you torch the bondholders to rebuild industry then thats strategy. If you torch them without rebuilding anything then thats decay. The market keeps pretending those two outcomes are the same. If they go full [----] the state stops bargaining and starts conscripting capital. You can already see that unfolding if China runs you lock it in with capital controls . The Treasury and Fed merge peg the curve and force real rates negative. Bondholders buried alive in safe assets knock on the coffin lid as they" [X Link](https://x.com/ctindale/status/1996343714256691659) 2025-12-03T22:20Z [----] followers, [---] engagements "The creeping insolvency and sudden revaluation of Western miners Every discussion about Western mining and industrial projects ends in the same place: a DCF a price deck a debate about IRR and a hand-wave that the market will decide. Ive certainly done a lot of DCFs in the past and this situation triggers me because of that. The core variable isnt geology demand or execution. Its who controls the discount rate and who can move the price. In the West the WACC for an industrial mining or even renewable build is commonly 1215%. In China its closer to 23%. Its a built-in advantage that sits" [X Link](https://x.com/ctindale/status/1999193143439425990) 2025-12-11T19:02Z 11.6K followers, 51.6K engagements "@aietides @sog_on_bird_app @grok $UURAF & $UCU are the same $TMC is excellent. Ive just never been able to get my head around sea floor mining and $UUUU also a no brainer" [X Link](https://x.com/ctindale/status/1999194993664360877) 2025-12-11T19:10Z 14.9K followers, [----] engagements "@SuperCycleBear @LukeGromen I would put that in if I had known about thank you" [X Link](https://x.com/ctindale/status/1999222693984645526) 2025-12-11T21:00Z [----] followers, [--] engagements "72% of silver slag fed to western refineries is sourced from China as a bi product of copper zinc and lead smelting . The implications of this are profound for western industrial renewable AI & defence there are [--] tons of copper and [--] tones of silver in a 1GW AI data center and we are planning to build 13" [X Link](https://x.com/ctindale/status/1999250077517512707) 2025-12-11T22:48Z 10K followers, [---] engagements "The west mirroring back is the likely result there are some extraordinary technologies in the works across the mining and refining stages when you step back we will find that this was the constraints need to force the system to evolve . There are examples right through the exploration to refining cycle . For example what if a drill pulverised the rock with sonic percussion and the drill bits purpose was to simply remove the debris the result would be extreme increases in drilling depth and agility . No need for nuclear youd just put a geothermal plant anywhere on the planet" [X Link](https://x.com/ctindale/status/1999333336284823922) 2025-12-12T04:19Z 11K followers, [---] engagements "@DeltaClimbs Well you obviously havent read it because youre assuming it says something it doesnt " [X Link](https://x.com/ctindale/status/1999348155369046425) 2025-12-12T05:18Z 10.3K followers, [----] engagements "Grok version" [X Link](https://x.com/ctindale/status/1999400015274606638) 2025-12-12T08:44Z 11K followers, [----] engagements "@leith_harmon And that was the thing in those days everybody thought that it wasnt frowned upon. I offshored $b in contract value in the 90s . When they told me it was efficient I believed them. At the end of the 90s I started the question" [X Link](https://x.com/ctindale/status/1999407649612529690) 2025-12-12T09:15Z 11.3K followers, [----] engagements "The only way we have out is we have to stop worshipping the architects of distraction: Zuckerberg Bezos Gates and start worshipping the actual engineers . My post is about changing that - changing our monetary system changing how we look at the world from a cultural perspective you look at something you probably know well the history of C103. Thats a heroes journey" [X Link](https://x.com/ctindale/status/1999592810425798778) 2025-12-12T21:30Z 10.3K followers, [---] engagements "@kturet Yes Ive included it in the essay under $UCU their partnership with $MTM is particularly useful" [X Link](https://x.com/ctindale/status/1999614408784506896) 2025-12-12T22:56Z 13K followers, [----] engagements "Its the economists first: Bernanke Milton Friedman Greenspan Summers. Why Because they supplied the operating theory. Politicians come and go CEOs optimise within rules. These people rewrote the rules. They taught governments that finance could substitute for industry that financialization was equal to industrialisation that price efficiency beat redundancy that markets self correct and that production could be offshore without consequence. Central banks then enforced this worldview globally for decades: suppress volatility inflate assets hollow out manufacturing turn a blind eye to debt and" [X Link](https://x.com/ctindale/status/1999634124781551772) 2025-12-13T00:15Z 11.2K followers, [---] engagements "http://x.com/i/article/1999963297798569984 http://x.com/i/article/1999963297798569984" [X Link](https://x.com/ctindale/status/1999984350591607268) 2025-12-13T23:26Z 11.6K followers, 168.6K engagements "@johnnybridge2 @DavidShoebridge @MehreenFaruqi @Greens No but dont bring the conflict to Australia where none of us have agency and few of us have insight . We live in peace replicating the conflict in every city in the world just worsens the situation" [X Link](https://x.com/ctindale/status/2000336466644447232) 2025-12-14T22:45Z 11.2K followers, [----] engagements "@madwixxy @dalembah @johnnybridge2 Well you did so maybe it was a typo" [X Link](https://x.com/ctindale/status/2000396472542810155) 2025-12-15T02:44Z 11K followers, [--] engagements "Chinas Critical Minerals Plumbing System Attached letter publishes Chinas official list of companies approved to export tungsten antimony and silver for [------]. If a company is not named it cannot export these materials out of China. There is no alternative channel. The list is being released for a short public comment period. Thats procedural. The decisions are already made. Most of the approved exporters are state owned or state backed firms( surprise ) In practical terms this means exports of these metals now move through entities the Chinese government directly controls. Its an export" [X Link](https://x.com/ctindale/status/2000409744729887100) 2025-12-15T03:37Z 11.5K followers, [----] engagements "@fidelisanumole @antloewenstein No we should stop everyone agitating in our community no zionists no Palestinian activists no marches. I'm over it you're all exploiting the drama for moral theatre" [X Link](https://x.com/ctindale/status/2000426704205128071) 2025-12-15T04:44Z 11K followers, [---] engagements "I would submit to you that Milton Friedman is actually one of the causes while I agree with government spending what he did was bringing a regime that was anti-sovereign. He proposed that price signalling was the ultimate measure of capital efficiency. What it did was hollow economy out the Chinese gamed the price signal causing mining WACC to need a return of 12-15-% while Chinese mining projects pay 2-3% read the rest of my thesis here for you as a mining investor its essential reading https://x.com/robert_ivanhoe/status/2000681736284278820s=46&t=O6p3f2C88a8_Bg3-IUDDqg Take the time to" [X Link](https://x.com/ctindale/status/2000729874957562116) 2025-12-16T00:49Z 11.6K followers, [----] engagements "@adcha91 @RealRickRule Because the markets have not realised what I've just written about.and they are all wildly overvalued that's a significant point in the essay" [X Link](https://x.com/ctindale/status/2000752852143366430) 2025-12-16T02:20Z 11K followers, [--] engagements "No we must confront you about your incendiary behaviour toward eastern suburbs residents and you have no place in the senate your behaviour has contributed to this . I left the Greens because your reckless behaviour and the reasons I gave were exactly what happened at Bondi . Youre so busy holding other people accountable you havent looked at your own actions. Residence in our area are absolutely sick of your behaviour. Look at yourself in the mirror https://x.com/ctindale/status/2000294785031258467s=46&t=O6p3f2C88a8_Bg3-IUDDqg BONDI - Political Recklessness Disguised as Democratic Principle" [X Link](https://x.com/ctindale/status/2000762538460614728) 2025-12-16T02:58Z 11.2K followers, 12.5K engagements "@retiredgeo0416 @DavidShoebridge No gun control for Pakistani national who hold Aust Visas long term who travel to ISIS training camps in Philippine who have already been bought ASIO notice they legally had 5-6 guns . I am so angry" [X Link](https://x.com/ctindale/status/2000796612726284711) 2025-12-16T05:14Z 11.2K followers, [---] engagements "@aeberman12 @adamtaggart Its simple 70% of silver comes from copper lead and zinc mining 70% of that refining Happens in China and that silver slag is exported to the west to refine . China just banned exports of that silver slag" [X Link](https://x.com/ctindale/status/2000880631098867852) 2025-12-16T10:48Z 11.6K followers, [----] engagements "Yes and I hold a heap . The danger we face though is that as it moves past 100-150 the lobbyists who represent the new defence grid AI PV robot usage try to have it price regulated . There is [--] ton of silver in a 1GW data centre and they building [--] in the US and number more around the world . There is 15kg of silver in a tomahawk missile the production used to be 50-100 missiles a year the U.S. Navy just ordered [---] for [----] Australia just ordered [---] the likely step up is 1000s and these are just small examples . How much is in vaults is antibodies guess but my guess is if youve gone to the" [X Link](https://x.com/ctindale/status/2000983375570694218) 2025-12-16T17:36Z 11.2K followers, [---] engagements "Its happening right across [--] critical metals the west will grind to a halt if China chooses. Simply put the Chinese have control over the entire commodity chain 50-98% of western critical metals are refined in China so if the west wants copper it gets mined in Chile or Peru the ore is shipped to China for refining then its shipped to the end customer. Ive written up the system here https://t.co/vWLN07swYq https://t.co/vWLN07swYq" [X Link](https://x.com/ctindale/status/2000996398209360145) 2025-12-16T18:28Z 14.6K followers, 30.3K engagements "The honest answer is I dont know. Its closer to a chess game where the outcome isnt knowable in advance. Ive gone much further on this than the essay shows. I built a small foundational model for each critical metal ingested everything I could find on each sector then disaggregated and recombined those models across supply processing demand and geopolitical constraints to understand whats happening at system scale. Then I built a JSON schema with a Socratic learning layer over the top and had it teach me what it contained. It worked as an accelerated learning system. Everything was accessible" [X Link](https://x.com/ctindale/status/2001034876259328100) 2025-12-16T21:01Z 11.2K followers, [---] engagements ".Were arguing for a different moral philosophy. One that doesnt replay every genocide ethnic conflict or foreign war in our streets. Historically stable societies understood this. Athens in its prime. Rome in its prime. The Dutch Republic. They allowed speech debate and dissent but they contained conflict. They treated civic calm as a public good. Call it civic pacifism or moral pacifism. We argue freely. We criticise freely. But we dont turn neighbours into proxies or create conditions of physical tension and anger at home. You see moral urgency as justification to escalate. We see restraint" [X Link](https://x.com/ctindale/status/2001079369079603482) 2025-12-16T23:57Z 11.6K followers, 12.9K engagements "Coming Soon: Civic Pacifism in an Age of Imported Conflict In the next [--] hours Ill publish an essay setting out a different moral framework for plural societies under strain. The core claim is simple: free societies survive by containing conflict not by importing it. History shows this repeatedly. Athens in its prime Rome before decline the Dutch Republic. These societies allowed argument dissent and moral disagreement but they drew a hard line at turning civic space into a theatre of physical intimidation or proxy warfare. The essay will argue for what I call civic pacifism or moral" [X Link](https://x.com/ctindale/status/2001080060368052687) 2025-12-17T00:00Z 11.5K followers, [----] engagements "@JessicaDAmir And you cant fight a trained sniper on higher ground with a pistol they have range advantage on you . You cant get close enough to take a shot " [X Link](https://x.com/ctindale/status/2001202664223220074) 2025-12-17T08:07Z 11.3K followers, [----] engagements "@adamscrabble The left will destroy the Western democracy if we let them " [X Link](https://x.com/ctindale/status/2001606066866655733) 2025-12-18T10:50Z 11.5K followers, [----] engagements "Thanks Erik . Its all tied together 65t and 8t of copper in each 1Gw data centre in an average nuclear power station there is [----] ton of copper [-----] ounces of silver in the control-rod assemblies alone 500oz in each tomahawk missile if 70% of annually silver production is via copper lead and zinc mining and china does the 70% of the refining then we cant build what we need to defend or power ourselves without Chinese approval . They can say no you may not build more weapons we will not allow you the recent $900b DOW / DOE bill cant be executed ." [X Link](https://x.com/ctindale/status/2001739686465917264) 2025-12-18T19:41Z 14.7K followers, [----] engagements "@matt_barrie We are being attacked our society is under siege from outside and inside those who seek to destroy us must be opposed with everything we have" [X Link](https://x.com/ctindale/status/2001803193442025492) 2025-12-18T23:54Z 11.7K followers, [---] engagements "@MaryKostakidis You should add with the broad support of the community" [X Link](https://x.com/ctindale/status/2001925518971801898) 2025-12-19T08:00Z 11.4K followers, [---] engagements "@PeterCronau its amazing me that you cant see yourself as one of the practitioners of this division. Its like you had no self-awareness" [X Link](https://x.com/ctindale/status/2001970208324587819) 2025-12-19T10:57Z 11.4K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ctindale 🇦🇺Craig Tindale
🇦🇺Craig Tindale posts on X about china, australia, ai, debt the most. They currently have [------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [----------] +328%
- [--] Month [----------] +8,319%
- [--] Months [----------] +4,398%
- [--] Year [----------] +24,778%
Mentions: [--] #
- [--] Week [--] -28%
- [--] Month [---] +3.40%
- [--] Months [---] +55%
- [--] Year [---] +157%
Followers: [------] #
- [--] Week [------] +1.90%
- [--] Month [------] +28%
- [--] Months [------] +401%
- [--] Year [------] +612%
CreatorRank: [-------] #
Social Influence
Social category influence countries finance #6479 stocks technology brands currencies travel destinations automotive brands us election cryptocurrencies celebrities
Social topic influence china #3608, australia, ai #3381, debt, inflation, money, $ipx, india, copper #65, $mtm
Top accounts mentioned or mentioned by @lukegromen @mattbarrie @jackau09 @avidcommentator @viktorobert @greatmartis @grok @santiagoaufund @baldingsworld @adamscrabble @flyingfox44 @markplackett1 @leonsimons8 @lacertko @michaelxpettis @gordonschuecker @thorntonwa47373 @simonnextclick @elonmusk @davidshoebridge
Top assets mentioned Tesla, Inc. (TSLA) Dogecoin (DOGE) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@adamseconomics @MikeHaydon How will shorten make it worse LNP superior finance managers is a complete myth it's over valued anyway"
X Link 2019-05-14T03:35Z 14.7K followers, [--] engagements
"@SantiagoAuFund 3Gorges dam will go next 1020mn of rain forecast upstream this week [--] days later it will be @ 3G theyll have to blow the dams before the water gets there 80% of global big pharm supply chain washed away [--] Nuke PPs"
X Link 2020-07-27T12:24Z [----] followers, [--] engagements
"This is what to expect at 80% fully vaccinated IT'S NOTHING LIKE THE FLU V 2.0: UK has now fully vaccinated 80% of its adult population (16 years & over). On [--] Sept [----] it had [-----] new COVID cases & [---] additional COVID deaths & in past [--] days [------] cases & [---] deaths. @Tom_Kompas @DrZoeHyde https://t.co/HaGo9ymAdW IT'S NOTHING LIKE THE FLU V 2.0: UK has now fully vaccinated 80% of its adult population (16 years & over). On [--] Sept [----] it had [-----] new COVID cases & [---] additional COVID deaths & in past [--] days [------] cases & [---] deaths. @Tom_Kompas @DrZoeHyde https://t.co/HaGo9ymAdW"
X Link 2021-09-08T20:54Z 17.3K followers, [--] engagements
"@scaleindependen @DavidSacks Sure . Im not in favour of any imperialism . Russian American Saudi British whomever"
X Link 2022-06-20T06:14Z 14.6K followers, [--] engagements
"There is a fundamentals case for [----] thats not well known yet they banned sulphur aerosols in shipping diesel these sulphurs (like sunscreen) hover over the breadbasket growing regions $grains $wheat $corn in the northern latitudes the extra heat is likely disastrous for yields then subTract Ukraine production"
X Link 2023-07-19T12:14Z [----] followers, [---] engagements
"$carr carrier just bought German heat pump maker Viessmann Group's for 12b EUR heat pump market is growing between 33-53% yoy at present and as European gas and oil boilers are replaced Carrier can now scale into the heat pump market globally . Further if we do really get the step change in heat Im expecting HVAC will fly out the door https://www.reuters.com/markets/deals/carrier-buy-german-firm-viessmanns-unit-1317-bln-deal-2023-04-25/ https://www.reuters.com/markets/deals/carrier-buy-german-firm-viessmanns-unit-1317-bln-deal-2023-04-25/"
X Link 2023-07-29T06:07Z [----] followers, [----] engagements
"Sure the issue we have is we dont have the data to understand whether these mRNA vaccines are safe and effective the efficacy methodology is statistically flaw in that they serve the revenue objective of the pharmaceutical industry provide misleading efficacy product claims to consumers and as result undermine consumer confidence . Now we have a situation a broad distrust has emerged wrt to product claims . That is not good for public health policy because the whole system relies on public trust . The outright disrespect that is shown to anyone tgat questions the orthodoxy only serves to"
X Link 2023-10-01T05:14Z [----] followers, [--] engagements
"I understand the history of SARS-CoV-1Thats not going to happen this time the political will isn't there we may seem no different to [----] physically but we are very different psychologically to the humans of [----] in [----] we generally trust authority and our media sources we read books we didn't look at our phones constantly today we are easily triggered and suspicious of authority . I suspect a lot of the epidemiological public policy training was conceived prior to [----] . https://twitter.com/i/web/status/1748200821601468593 https://twitter.com/i/web/status/1748200821601468593"
X Link 2024-01-19T04:28Z 12.2K followers, [--] engagements
"On bamboo - Swap over to google and look for bamboo projects in India 13m ha or 13% of total forest . This came from a grow and harvest crop pathway which needs to be enabled into a carbon credit going concern . If a crop can be harvested and the carbon embodied into carbon products like say houses furniture etc then there could be a life cycle claim though it needs further development Im talking to live projects in Philippines and Indo for bamboo . One already [-----] ha with aspirations to scale to 100k . Still lots of development work to automate the compliance and surveillance to protect"
X Link 2024-05-14T09:09Z 12.2K followers, [--] engagements
"@nanalyzetweets 84-qubit Ankaa [--] system by the end of [----] and a 100+ qubit system by the end of [----]. Partnerships with AWS NVDA Fermilab and NQCC . Its a $500 M market cap worth $1t if they can get working https://investors.rigetti.com/static-files/fbac3801-223f-4f0f-a207-47d25084a1d7 https://investors.rigetti.com/static-files/fbac3801-223f-4f0f-a207-47d25084a1d7"
X Link 2024-12-01T07:51Z [----] followers, [---] engagements
"Yes we get that in Australia as well . It like when I lived in Vermont our house was built for -30C cold . Communities need to be resilient to the probable risks . The infrastructure needs to be put in place . I bet there are 10s of 1000s of swimming pools and not a fire pump in sight . https://twitter.com/i/web/status/1877113384409378983 https://twitter.com/i/web/status/1877113384409378983"
X Link 2025-01-08T22:01Z 14.7K followers, [--] engagements
"What worries me isnt the giddy dreams of todayweve seen this pattern throughout history. Things can start one way and end up somewhere entirely different. Ive spent over [----] hours studying AI (probably more) and heres the harsh truth: human labour is largely obsolete. Our entire culture our very purpose for being is built around work. And now someone elsetechnologycan do it better. What happens when work the cornerstone of our existence is no longer ours to claim"
X Link 2025-01-24T11:36Z [----] followers, [--] engagements
"I was not expecting the term Growing Team of Super Geniuses we need Ironman suits as well BREAKING: Donald Trump Signs Off On DOGE To Fully Audit The IRS As The Growing Team Of Super Geniuses Enter The IRS Building Today @OwenShroyer1776 Is Live Now Covering The Latest Developments As They Break WATCH/SHARE THE LIVE X STREAM HERE: https://t.co/sEnU2dNJxU https://t.co/0tatr0wEEh BREAKING: Donald Trump Signs Off On DOGE To Fully Audit The IRS As The Growing Team Of Super Geniuses Enter The IRS Building Today @OwenShroyer1776 Is Live Now Covering The Latest Developments As They Break WATCH/SHARE"
X Link 2025-02-14T00:46Z [----] followers, [---] engagements
"**Our demisewhat does that really mean If it refers to a painful reckoning then that suffering is part of the lesson itself. Without it we never reach true realization. Yet our hyper-positive never give up culture blinds us to realitywere on the same path we were decades ago making no real headway. Utopian narratives about climate change transforming our behavior are nothing more than wishful thinkinglike singing in front of a firing squad. The hard truth is we havent changed and we wont until the pain becomes unbearable. The real question is: how much suffering will it take before we finally"
X Link 2025-02-14T23:21Z [----] followers, [--] engagements
"@ANZ_AU Nobody answer ANZ credit card call centre [------] @ANZ it gets left so short staffed customers forced to hang on forever call times & customer performance obviously not monitored "
X Link 2025-02-17T02:03Z [----] followers, [--] engagements
"I think we are in a transition from democracy to something else . The tech moguls are ahead of the curve in understanding the expected disruption everything is coming at once weve got ageing demographics a crisis with energy and climate and weve got AI breathing down there necks . Things are gonna change significantly in every respect in the next 12-18 months urgently reshoring is an obvious play where wage arbitrage becomes obsolete . Why manufacturer offshore when robots are lower cost onshore"
X Link 2025-02-17T07:22Z [----] followers, [--] engagements
"Russias Zircon and Chinas DF-17/YJ-21 hypersonic missiles exceeding Mach [--] outpace U.S. defenses with unpredictable maneuvers and radar-evading plasma clouds. Current systems like Aegis and SM-6 offer limited protection while close-in defenses are obsolete against such speeds. U.S. carriers may need to operate further from threats reducing effectiveness and rely more on stealth and drones. This signals diminishes deterrence. The U.S. is developing new interceptors lasers railguns and space-based sensors but operational defenses are years away. Urgent innovation is critical to safeguard naval"
X Link 2025-02-17T21:36Z [----] followers, [--] engagements
"Taiwan first then Russias Far East. Manchuria has always been contested between Russia and China. It was last part of a Chinese dynasty under the Qing before being taken by Russia in the Treaty of Aigun (1858) and the Treaty of Peking (1860) late last year Taiwans Pres suggested that if Chinas territorial claims are based on historical grounds it should also seek to reclaim lands ceded to Russia. The PRC maps issued in [----] renamed everything in Manchuria by its Chinese name"
X Link 2025-02-18T22:47Z [----] followers, [--] engagements
"@NYGiants0308 @athausch @JamesSurowiecki @elonmusk It might be worth it but its also worth questioning whether there is any point . What is unfolding is rationalised on benefit in the long run . Its one of those utopian pontifications the intellectual equivalent of staring into space "
X Link 2025-02-18T22:52Z [----] followers, [--] engagements
"$PLTR product AIP blends AI data integration and decision-making with top-tier security. Competitors : AWS Azure Google Cloud offer DIY AI toolkitsscalable flexible but need assembly. simplifies AI apps less scalable. Databricks excels in big data analytics less operational focus. IBM Watsonx spans AI to automation broader but less unified. DataRobot automates ML lacks Palantirs workflow depth. Dataiku democratizes AI lighter on ops. brings open-source flexibility not as turnkey. SAS Viya leverages analytics legacy less modern. Palantirs edge: end-to-end secure decision-centric platform."
X Link 2025-02-19T08:16Z [----] followers, [---] engagements
"@LukeGromen Lutnick explains it here https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=Ihgh27uHTny4eajX1OZVMw&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=Ihgh27uHTny4eajX1OZVMw&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ"
X Link 2025-02-20T20:25Z [----] followers, [---] engagements
"@mikealfred @amitisinvesting $IREN JUL [--] $15 calls are only [----] $CKSK $CIFR is a similar price that give you x10 leverage on your double . Lutnick makes very clear what he will do as Commerce Sec https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=uAKmkVR8Q02WbGrL7J6McQ&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ https://open.spotify.com/episode/6krm7rab7yQMXIYsxlSOqhsi=uAKmkVR8Q02WbGrL7J6McQ&context=spotify%3Ashow%3A0bn8XQHWGxXULjhp1jRmOJ"
X Link 2025-02-20T21:59Z [----] followers, [---] engagements
"@LukeGromen At the end of the podcast bit coin will Be way way way higher so it becomes a reserve asset which puts a bid under tether which Cantor bought 5% of a few months back "
X Link 2025-02-20T23:55Z [----] followers, [--] engagements
"@MenchOsint The Israelis and Americans believe Oct [--] th destroyed their right to exist and are about to annex the West Bank . Whether we believe their action is righteous is immaterial thats the belief Oct7 led them too"
X Link 2025-02-23T22:22Z [----] followers, [---] engagements
"Trump is buying time as global tensions rise. Pete Hegseth warns of a Pearl Harbor scenario where the U.S. loses carriers early forcing a Taiwan retreat. With Chinas shipbuilding [---] times greater America cant recover. Taiwans semiconductor dominance mirrors WWIIs steel embargo on Japanwhoever controls chips rules the world. Chinas Deepseek advances push Trump to close NVIDIA exports loopholes ensuring U.S. AI supremacy. This traps China forcing it to act before falling behind. The U.S. aims to contain China through tech dominance while China must secure Taiwans chips soondiplomatically or"
X Link 2025-02-25T17:00Z [----] followers, [----] engagements
"He has to be trying youd be crazy not to like why fight two if you can only have to fight one. My guess is hes gonna play for time and maybe offer Taiwan up like Hong Kong a transition to give him time to move the chip foundries to US soil. Does mask and Trump have mentioned space force trunk quipped today I started space force and then Biden tried to close it down and now it turns out it might be the most important part. then when Musk was talking to Westpoint graduates he talked about space weapons being the ultimate weapons. Maybe were looking through the wrong lens when we only talk about"
X Link 2025-02-26T12:33Z [----] followers, [--] engagements
"@mgogel I reckon you're being uber optimistic. Optimism is our conditioning left over from easy times"
X Link 2025-04-09T01:40Z 14.7K followers, [---] engagements
"4/On the False Promise of Expansion Without Stability The Leader of the Opposition said he prefers expansion to stability. I want to say we prefer both. Page [--] This quote is a philosophical cornerstone: Menzies argues that true expansion requires a stable base that reckless growth via credit and speculation was both politically tempting and socially destructive"
X Link 2025-07-26T07:56Z 15.2K followers, [---] engagements
"5/ Historical Significance: Just Before the Credit Squeeze The credit squeeze began in late [----] but the effects were sharply felt by [----] including tighter Reserve Bank controls business failures and rising unemployment. Menzies delivered this speech defending the necessity of that squeeze and rejecting the Labor Oppositions calls for stimulus via deficit spending. 📜 Summary His message was crystal clear: Land was overinflated. Credit had run wild. Speculation was distorting value. Real prosperity was being undermined by the illusion of endless expansion. And only restoring stability could"
X Link 2025-07-26T08:00Z 15.2K followers, [---] engagements
"Is your super safe A thread Late last year the APRA released a report highlighting the potential for a run on superannuation funds akin to a traditional bank run. This scenario could arise if a substantial number of members rapidly switched their investments from illiquid assets such as property and private credit to safer more liquid options. In such an event the fund might be compelled to suspend redemptions transfers and limit members ability to withdraw or switch effectively locking investors into significant risk exposures during periods of market stress 1/The Australian Prudential"
X Link 2025-07-28T22:20Z [----] followers, [---] engagements
"2/AustralianSupers portfolio: A deep dive into liquidity & valuation risks in private credit infrastructure & unlisted assets. Is there a virtual bank run lurking Lets unpack. First the basics: AustralianSuper is Ozs largest super fund managing A$367B+ for 3.5M members. 27% (A$81B) in illiquid assets like infra real estate PE & private credit. 27% of your super assets are illiquid. why does that matter And how does it lock you in"
X Link 2025-07-28T22:29Z [----] followers, [---] engagements
"3/Liquidity mismatch is when the manager advertises your ability to switch between investments : Members can switch options in [--] days but unlisted assets Locked in for years. IMF & APRA warn this could spark runs during stress. Super providers offer member on demand quick switches but assets like infrastructure property and private credit can't be sold quickly or can't be sold at all"
X Link 2025-07-28T22:36Z [----] followers, [---] engagements
"4/Key infrastructure holdings: Ausgrid (50% stake via consortium) WestConnex (part of STP group) Sydney Airport (2021 buyout) Transurban (indirect) NSW Ports. These are illiquid beasts hard to value/sell quickly in a downturn caused by rapid adoption of AI / Robotics possibly hard to sell at all"
X Link 2025-07-28T22:40Z [----] followers, [---] engagements
"$AIRJ Likely 5-Year Return: +300% to +700% (48) with bull +10001800% and bear 30% to +50% AirJoule is a de-risking climate-hardware story anchored by (1) a 50/50 GE Vernova manufacturing JV (materials + Newark DE coating/assembly) (2) a Carrier binding commercialization term sheet for HVAC integration and (3) a portfolio-level hyperscaler MoU to turn server waste heat into onsite distilled water. Tech milestones (sub-160 Wh/L water A250 showing 80% energy and 60% TCO cuts vs desiccant) support real opex savings and ESG-driven siting wins. Base path to those returns (next [--] years): Carrier"
X Link 2025-08-21T02:46Z [----] followers, [----] engagements
"$AIRJ What to look for micro caps is large industry players stacking their chips with a new technology. Big names signal solid due diligence in the tech Here are the big names already stacking chips with AirJoule plus what each relationship actually is: GE Vernova 50/50 manufacturing JV (AirJoule LLC) with exclusive supply rights in the Americas Africa Australia; GE Vernova also invested $5M (Mar 2024) and anchored a $15M PIPE (Apr 2025); the two are also running a waste-heat-to-water project focused on data centers/industrial. Carrier Global (NYSE: CARR) Binding joint commercialization term"
X Link 2025-08-21T03:01Z [----] followers, [---] engagements
"$MTM hires major career DoD veteran . My guess is this a set up for a major Ann [--]. Resume & Career Arc Defense Department Roles: Deputy Assistant Secretary of Defense International & Industry Engagement (202425): Led modernization of the U.S. defense industrial base built cooperative acquisition programs integrated international agreements (R&D logistics armaments). Principal Director Space & Missile Defense Policy (202224): Oversaw strategy across space/missile defense launched the DoDs inaugural Commercial Space Integration Strategy (April 2024) a watershed that embedded commercial space"
X Link 2025-09-04T06:25Z [----] followers, [----] engagements
"🌱 Why Im Worried About Polytunnels Lately Ive noticed more second-hand polytunnels for sale around northwest Sydney. Many look degraded plastic covers chalky tearing falling apart. And I started wondering: what happens to all that plastic when it degrades Does it wnd up in our food Polytunnels are made from polyethylene films mixed with stabilisers antioxidants slip agents pigments and even heavy metal additives. Over time UV heat sprinklers and condensation wash fragments and chemicals onto crops and into soils. Science now shows plants take these plastics up. Roots and leaves absorb"
X Link 2025-09-07T21:57Z [----] followers, [---] engagements
"Originally started posting on $mtm at 14c this post was at 22c today at $1.36 IMO heading for $10. the key here is the due diligence being done by interested partners. DoD has engaged today a Glencore collaboration after its technical team reviewed the technology on a site visit. Large companies like Glencore don't establish relationships with small companies like MTM unless they are highly confident in the IP. $MTM raised $8 million in October and $4m December to accelerate the demonstration plant for the Flash Joule Heating (FJH) process invented by James Tour @ Rice University. using new"
X Link 2025-10-02T01:58Z 11.5K followers, 11K engagements
"@HyperTechInvest @todd_hannigan $MTM recycle e scrap into rare earths"
X Link 2025-10-05T02:02Z [----] followers, [---] engagements
"@LadySurfer2000 Nah thats a diggerent question. buy $MTM $IPX and x10 your money like I told everybody as a start"
X Link 2025-10-05T07:11Z [----] followers, [----] engagements
"It depends if its viable..UBI is not gonna work if the robots are replacing even a small number of jobs number of jobs we aren't gonna have the tax income to give the government flexibility to pay out UBI the other end. this UBI assumption has always been a considered in the context of a gradual linear change not this quickening we look to be getting"
X Link 2025-10-05T07:21Z [----] followers, [---] engagements
"2. Gas: Australias $100 Billion Giveaway Take the gas industry the most spectacular rip-off since terra nullius. Australia now exports more liquefied natural gas (LNG) than almost any country on Earth. Were neck and neck with Qatar. But heres the twist: Qatar earns six times more from its gas than we do. Six fucking times ( let that sink in ) More than half 56% of all Australian gas exports are shipped royalty-free. Thats right. Over $149 billion worth of gas left this country in the past few years for which corporations paid zero in royalties . The Petroleum Resource Rent Tax the main levy"
X Link 2025-10-07T09:34Z [----] followers, [---] engagements
"@MisirStan ATO: PRRT transparency data The ATOs [------] PRRT note shows PRRT payable fell and that few entities pay PRRT in any given year underscoring how limited PRRT collections have been (especially compared with LNG export value). https://www.ato.gov.au/businesses-and-organisations/corporate-tax-measures-and-assurance/large-business/in-detail/tax-transparency/corporate-tax-transparency-report-2023-24/prrt-data-in-the-corporate-tax-transparency-report-2023-24utm_source=chatgpt.com"
X Link 2025-10-07T09:56Z [----] followers, [--] engagements
"@tax_oz Ok you're thAustralia tell me how much tax Optus and Apple paid last year. https://www.theguardian.com/australia-news/2025/oct/03/optus-among-companies-earning-billions-in-australia-but-paying-no-income-tax https://www.theguardian.com/australia-news/2025/oct/03/optus-among-companies-earning-billions-in-australia-but-paying-no-income-tax"
X Link 2025-10-07T10:00Z 12.2K followers, [--] engagements
"@tax_oz Another example from earlier years is Netflix Australia: in [------] Netflix reportedly made over AUD [---] billion in revenue in Australia but paid no income tax https://ia.acs.org.au/article/2024/the-tech-companies-avoiding-tax-in-australia.html https://ia.acs.org.au/article/2024/the-tech-companies-avoiding-tax-in-australia.html"
X Link 2025-10-07T10:04Z 12.2K followers, [--] engagements
"Theyre doing it faster than people think. Lynas is expanding its Kalgoorlie cracking plant to process Mt Weld concentrate onshore no China detour. MP Materials rebuilt Mountain Pass into a [--] kt yr mine and now runs a Texas magnet plant with General Motors. Energy Fuels converted its White Mesa mill to separate monazite and produce RE carbonate inside [--] months. IperionX and MTM Critical Metals are modularizing refining Flash Joule Heating units that drop into existing circuits. With DPA offtake contracts OEM service crews and AI predictive maintenance the West can build commission and"
X Link 2025-10-12T00:41Z [----] followers, [---] engagements
"Elementos $ELT is uniquely positioned as Europes only fully integrated mine-to-metal tin developer with a smelter acquisition today . Its Oropesa DFS (NPV A$555 m at current tin prices) and low AISC (US$15 000/t) highlight economic value while the [--] % Robledollano smelter option secures downstream margins and aligns with EU critical-minerals policy. With tin trading near US$37 700/t and global supply deficits widening ELTs A$62 m market cap today represents barely [---] NPV. Applying a conservative 0.50.6 NPV multiple and allowing for financing risk yields a fair equity valuation of A$240A$300"
X Link 2025-10-13T08:35Z 11.3K followers, [---] engagements
"@SullyCNBC There is also a lot of rare earths refining tech (flash joule ) coming through $MTM & heavy REE mines $IPX Tennessee & also refining . Like every technology they get cyclically disrupted by newer tech "
X Link 2025-10-13T17:30Z [----] followers, [---] engagements
"$MTM $UCU $IPX rare earths at warp speed BESSENT ON SUPPLY CHAINS RARE EARTHS: GOING TO DO EQUIVALENT OF OPERATION WARP SPEED TO TACKLE PROCESSING BESSENT ON SUPPLY CHAINS RARE EARTHS: GOING TO DO EQUIVALENT OF OPERATION WARP SPEED TO TACKLE PROCESSING"
X Link 2025-10-14T02:17Z 13K followers, [----] engagements
"The next themes are about solving scarcity $AIRJ because every hyperscaler has a water supply problem $MTM because they can process a tonne of ewaste extract the REE silver and gold $IPX titanium oxide at scale so everything can be 3D printed $UCU RapidSx REE extraction system x7 times more efficient . The narrative is this that one of the last areas of technical stagnation has been metals processing and metallurgy new material tech is entering that disrupts [---] year old metals processing methods "
X Link 2025-10-14T21:17Z [----] followers, [---] engagements
"@DavidBCollum its worse than that- humans are been made obsolete like iPhone made blackberry obsolete . IF humans are obsolete capitalism doesn't work no wages no taxes no consumption . Dalio thinks its about the west what he misses is its about humanity both east and west"
X Link 2025-10-14T21:36Z [----] followers, [---] engagements
"2 years behind at most there is a large amount of new processing tech moving into commercialisation right now. For folks that don't follow extraction and refining mining tech there are companies like $UCU $IPX $MTM all highly advanced with better IP than the Chinese . Deployment will take no longer than [--] years https://twitter.com/i/web/status/1978320953672433847 https://twitter.com/i/web/status/1978320953672433847"
X Link 2025-10-15T04:44Z 13K followers, 10.3K engagements
"@LeonLi948062 @shaunrein @mattgaetz and you know this without reading anything wow you must be a genius . Glencore just signed up after doing due diligence so have DoD . Production number were just raised x5 earlier this week . You think you know till you dont :)"
X Link 2025-10-15T05:09Z [----] followers, [---] engagements
"522 hyper scaling data centers today another [---] coming online by [----] . Here is an example of the size Great summary + charts here. "The U.S. had around [---] hyperscale data centers at the end of the second quarter which account for around 55% of global capacity according to Synergy Research Group. Another roughly [---] are expected to come online through [----] in the U.S." "In https://t.co/U5WpA7TN9Z Great summary + charts here. "The U.S. had around [---] hyperscale data centers at the end of the second quarter which account for around 55% of global capacity according to Synergy Research Group."
X Link 2025-10-17T21:20Z [----] followers, 13.5K engagements
"Whats less discussed is the cascade weve unleashed: open-loop scrubbers pump millions of litres of acidic sulphur-laden effluent into the South China Sea killing plankton and driving algal blooms. The sulphur that once reflected sunlight and seeded cloud condensation nuclei now sinks to the seabed removing not just the clouds but removing significant rainfall. With both terrestrial and marine sulphur emissions collapsing the regional hydrology is flipping less cloud less rain more heat. Its a double feedback of desiccation above and acidification below simultaneously cooking and poisoning one"
X Link 2025-10-17T22:41Z [----] followers, [----] engagements
"As Ive been trying to tell folk for days the REE threat by China is minimal . Here is yet another reason why . Ever heard of Utra High Purity Quartz Read on . The U.S. monopoly on ultra-high-purity quartz (UHPQ) is one of the least discussed yet most consequential choke points in modern technology supply chains. It mirrors Chinas rare-earth (REE) dominance almost perfectly geology process control and industrial interdependence converge to grant each superpower a hidden lever over the others manufacturing base. Quartz is abundant; purity is not. What makes Spruce Pine North Carolina unique is"
X Link 2025-10-18T03:13Z [----] followers, [----] engagements
"The solar supply chain runs through this flooded North Carolina town Grist This article describes how floods (from Hurricane Helene) disrupted mines in Spruce Pine North Carolina which supply much of the worlds ultra-pure quartz for semiconductors and solar panels. It highlights how a quirk of geology makes that region uniquely capable of producing the purity needed and how disruptions there ripple through global tech supply chains. https://grist.org/technology/the-solar-supply-chain-runs-through-this-flooded-north-carolina-town/"
X Link 2025-10-18T03:18Z [----] followers, [---] engagements
"Companies like $UCU RapidSX have closed system REE automated refining modular designs that scale super quickly . It was never going to be done in the west the Chinese way . We dont have the labour and we have to much regulation . There are a bunch of these technologies coming through so its likely 1- [--] years on either side . My point is this idea that either side can checkmate the other in one move is silly https://twitter.com/i/web/status/1979397565499216213 https://twitter.com/i/web/status/1979397565499216213"
X Link 2025-10-18T04:02Z 13K followers, [---] engagements
"UCU was an example there are dozens. Moats once protected empires and corporations labour geography skills or scale. Chinas moat was cheap human labour; Americas was technological dominance. But in the age of AI every moat becomes a mirage. When robots cost the same everywhere wage arbitrage collapses. Why pay Chinese robots $1.50 an hour plus freight when Western ones cost the same at home Aircraft carriers tanks bureaucracies all relics of a slower age. AI turns every advantage into an inefficiency. The only true moat now is adaptability the capacity to evolve faster than the system you"
X Link 2025-10-18T05:07Z [----] followers, [--] engagements
"Education and infrastructure were once Chinas proud moats now instant relics of a slower age just past . Aligning with Russia has cost Xi Europe; the diplomatic damage is structural not temporary. Most of Asia still orbits Washington: Japan South Korea and the Pacific democracies form a steel triangle. Shipbuilding is a rare defendable moat Korea and Japan still dominate LNG-class vessels the crown jewels of maritime engineering. Xi mistakes intimidation for strategy declaring his moves before they unfold. Neither superpower is truly battle-tested; simulations arent wars. Command and control"
X Link 2025-10-18T06:03Z [----] followers, [--] engagements
"Colonialism was the template of civilisation no matter your flag . Every culture conquered extracted enslaved its the human condition industrialised. Offshoring was just the modern echo of empire: the ships of bondage replaced by supply chains with suicide nets. The West congratulated itself on moral progress while its multinationals rebranded exploitation as neo classical efficiency. The so-called East simply inherited the same sickness of growth without grace. It isnt West versus East democracy versus autocracy its humanity devouring its own reflection. Theres no utopia waiting only the"
X Link 2025-10-18T07:45Z [----] followers, [--] engagements
"Agree its not a narrative in prehistoric history all kinds of organisational systems existed but that is going way way back . Even if you look at Chinese civilization as dialectical not linear it was still a recurring experiment in how far power can be stretched before human beings reclaim freedom. The ConfucianDaoistLegalist triad is Chinas internal debate over the price of order paralleling how European Enlightenment thinkers debated freedom versus monarchy. Its not much different pretty much the same with Chinese characteristics . Now we have the CCP and an imported German thought"
X Link 2025-10-18T09:03Z [----] followers, [--] engagements
"@3ris9 Yes Ive read that book - thats the problem both sides have got - the Chinese pegged to the dollar and printed now debt to banking assets ratios are x3 the west . Both sides have run out of moves . Thanks also"
X Link 2025-10-18T09:46Z [----] followers, [--] engagements
"@StockSavvyShay @quakes99 $UCU RapidSX closed loop REE processing $MTM Flash joule separation"
X Link 2025-10-18T15:53Z 13K followers, [----] engagements
"@davidkersten It suggests a lack of situational readiness both from a command structure and deployment perspective . Stalin suffered the same type of weakness when he put loyalty above readiness . He made regular purges https://runway.airforce.gov.au/how-finland-held-russians-and-won-moral-victory-lessons-ukraine https://runway.airforce.gov.au/how-finland-held-russians-and-won-moral-victory-lessons-ukraine"
X Link 2025-10-19T20:47Z [----] followers, [--] engagements
"Huge - China just folded Bessent wins CHINA'S TOP TRADE NEGOTIATOR LI CHENGGANG WAS REMOVED FROM POST AS PERMANENT WTO REPRESENTATIVE: XINHUA Bessent wins CHINA'S TOP TRADE NEGOTIATOR LI CHENGGANG WAS REMOVED FROM POST AS PERMANENT WTO REPRESENTATIVE: XINHUA"
X Link 2025-10-20T05:40Z [----] followers, [----] engagements
"Australia & Philippines announced [--] secret projects https://youtu.be/hLTAoEX4wc4 https://youtu.be/hLTAoEX4wc4"
X Link 2025-10-20T06:44Z [----] followers, [----] engagements
"@3ris9 @belchington I never have strong opinions about anything but I do watch things very very carefully and I become curious when things are out of the ordinary"
X Link 2025-10-20T07:09Z [----] followers, [--] engagements
"I dont make claims about being right or wrong frankly I dont care whos right . This idea that either side can prevail against the other without the collapse of both is fanciful / delusional . Its like watching two conjoined twins try to beat each other to death each unaware of consequences of success "
X Link 2025-10-20T16:32Z [----] followers, [--] engagements
"@KimmeeLee2 @Ignis_Rex I dont have any predictions Im an investor . Marrying ideas blinds me . I was investing in western REE processing and purification companies [--] years ago . To know what you know and to know what you do not know that is true knowledge. Confucius"
X Link 2025-10-20T16:41Z [----] followers, [--] engagements
"The reality is everybody knew China was going to try to leverage its REE superiority from about 2019-2020 its no surprise . Bringing these threats forward is not likely a sign of strength . Xi mistake is his belligerence if hed just stuck to the domination strategy quietly he wouldnt have alerted the U.S. to risk they faced . Xis ego is the wests best friend"
X Link 2025-10-20T17:02Z [----] followers, [--] engagements
"@KimmeeLee2 Hopefully - if China falls Australia follows"
X Link 2025-10-20T17:05Z [----] followers, [--] engagements
"Youve got new entrants building midstream muscle $MTM and $UCU among them deploying AI-driven algorithmic separation. Adaptive SX models and machine-learning optimisers are now cutting impurity drift and improving element recovery. The midstream bottlenecks quietly being re-engineered. The UCU process is modular closed ( no pollution ) and scalable both are in commercial production inside [--] months . AI sitting will drastically cut tonnage freighted https://twitter.com/i/web/status/1980374466036432993 https://twitter.com/i/web/status/1980374466036432993"
X Link 2025-10-20T20:44Z 13K followers, [---] engagements
"@grok @gl0wnagger5 @TheMosul @MysteryGrove @grok Not a great answer totally misses $IPX for heavy REE supply in Tennessee"
X Link 2025-10-20T21:06Z [----] followers, [---] engagements
"Weve seen it before with new recycling tech . This one recycles PV to extract silver . $LU7 #LU7 💥 #ASX #Silver #RecycleTech CR DONE AT 1.6c✅ 2% PREMIUM TO 15-DAY VWAP & LOOKS LIKE EVERYONE GOT 50% SCALE BACK Massive #silver story Unfolding in #ASX with @LithiumUniverse👇💥 #LU7's JET ELECTROCHEMICAL SILVER EXTRACTION (JESE) recycling technology yielded 95.95% https://t.co/LstabLYcKe #LU7 💥 #ASX #Silver #RecycleTech CR DONE AT 1.6c✅ 2% PREMIUM TO 15-DAY VWAP & LOOKS LIKE EVERYONE GOT 50% SCALE BACK Massive #silver story Unfolding in #ASX with @LithiumUniverse👇💥 #LU7's JET ELECTROCHEMICAL"
X Link 2025-10-20T22:53Z [----] followers, [---] engagements
"@DanGarrett97 @GOP Put aside the kings rallies the Soros funding of the illegal immigrant trail through South and Central America over the last decade basically made the conditions from which trump got elected "
X Link 2025-10-21T00:16Z [----] followers, [--] engagements
"@QueTraders @ToddAnalytics Sure in the MTM & UCU collab but on UCU alone its mid [----] https://mining.com.au/canadas-ucore-secures-rare-earths-supply-from-meteoric/ https://mining.com.au/canadas-ucore-secures-rare-earths-supply-from-meteoric/"
X Link 2025-10-21T01:42Z 13K followers, [--] engagements
"@AfricaChinaLink @davidkersten Oh for goodness sake they are printing RMB pegged to USD then spending through state owned enterprises . The thing is to understand the carrying water for the western system or the Chinese system is ridiculous. Neither is sustainable"
X Link 2025-10-21T02:13Z [----] followers, [---] engagements
"@DemDeanna @jlounsbury59 So George Floyd being choked by a cop and Charlie Kirk being assassinated are equivalent"
X Link 2025-10-21T02:48Z [----] followers, [--] engagements
"@Bevin83994661 China always the victim"
X Link 2025-10-21T06:42Z [----] followers, 10.8K engagements
"$UCU are in commercial production with a closed processing system in May [----] they take a different approach and have automated the whole system so one man can run it . They have [--] projects around the world including Australia . Its also a closed system so no pollution . LYC have already opened REE processing Malaysia and have a one scheduled to open in Texas . Lynas is tagged in re Trump /Albo announcement today and they have already opened a REE plant in WA and its thought it will be significantly expanded. $MTM go live with flash joule heating in Texas by end of year they can get gallium"
X Link 2025-10-21T07:01Z 13K followers, [---] engagements
"The extraordinary thing about China is not its rise that was always inevitable for a civilization with a thousand bureaucrats for every philosopher but its inability to behave as though it has arrived. America can launch wars elect lunatics and stage coups of taste and reason every four years yet it still allows its citizens to mock the flag its leaders and even its own myths. China meanwhile builds half the worlds infrastructure and still cant endure a tweet. The Middle Kingdom is forever haunted by its own narrative of humiliation that century of shame which has become less a chapter of"
X Link 2025-10-21T10:58Z [----] followers, [----] engagements
"@RnaudBertrand @JohnRoss43 In turn the same time happening the US is innovativing along the entire rare earths supply chain"
X Link 2025-10-21T18:13Z [----] followers, [----] engagements
"The Hollowing of out of our nation . Australias decline did not come from corruption or collapse but from consensus. We were persuaded by a priesthood of economists that the market was not merely efficient but omniscient. Since the Hawk/Keating/Howard era economic rationalism has been our civil religion its high sacrament the idiot worship of price. Price we were told would decide what was worth making and what was not. And so it did: it decided that NOTHING here was worth making. We dismantled factories shipped away skills and congratulated ourselves on efficiency while importing what our"
X Link 2025-10-22T20:53Z [----] followers, [---] engagements
"The Reserve Banks vaunted independence is less a safeguard than a slogan propaganda for a financial-services lobby that governs in all but name. Its policies direct the nations revenue streams toward banks not citizens or toward their welfare turning the universal human right of shelter into a speculative financial product. Independence has become the polite word for capture: a central bank detached from labour beholden to lenders and serenely indifferent to the ruins it finances. Australia 112.7% Australia 112.7%"
X Link 2025-10-22T22:07Z [----] followers, [----] engagements
"Property prices so bloody stupid advertising them attracts Hollywood productions . https://www.instagram.com/reel/DQELKJHEZnU/igsh=MXdqN295N2FpMXl4cw== https://www.instagram.com/reel/DQELKJHEZnU/igsh=MXdqN295N2FpMXl4cw=="
X Link 2025-10-23T02:18Z [----] followers, [---] engagements
"@pstAsiatech It wont matter on robotics Chinese firms will be banned like Huawei "
X Link 2025-10-23T15:40Z [----] followers, [---] engagements
"@BaldingsWorld Itll serve as a great example to motivate policy action . At some point the west will realise that the fight is literally existential and respond"
X Link 2025-10-23T15:43Z [----] followers, [---] engagements
"BS I was in China in [----] been there 100s of times $b in contracts I wasnt trained to think anything . Chinas current behavior is economically self-defeating. It was built as a trading nation dependent on global markets yet now acts as if it can weaponize its dominance in rare earths and manufacturing. Its economy is overleveraged dollar-pegged and riddled with bubbles. The world isnt in checkmate mutual dependence limits Chinas leverage. FFS can anyone criticise the strategy without folks responding with emotional vitriol about hating China"
X Link 2025-10-23T19:15Z [----] followers, [---] engagements
"$ELT The New Tin Shock: Why Elementos (ASX: ELT) Is the Strategic Play for the AI Era A new rare-earth-style supply crisis is brewing only this time it revolves around tin the quiet metal that solders together the digital world. Every transistor circuit board sensor and robotic actuator is bound by tin. As AI accelerates through hyperscale data centres edge devices and industrial automation demand for tin is soaring yet global supply is imploding and holds high sovereignty risk for the west . China refines over half of the worlds tin and sources much of its ore from Myanmars sanctioned Wa"
X Link 2025-10-23T20:47Z 11.3K followers, 29.7K engagements
"@unclefib $ELT has tungsten as well in Tasmania"
X Link 2025-10-23T21:01Z 11.3K followers, [---] engagements
"A jihadist speaks about his pain and sorrow after 9/11 . Im hard to rile - but enough is enough . Zohran through tears: My aunt stopped taking the subway after 9/11 because she did not feel safe in her hijab. Yes she was the real victim of 9/11 https://t.co/aILr4JtVvF Zohran through tears: My aunt stopped taking the subway after 9/11 because she did not feel safe in her hijab. Yes she was the real victim of 9/11 https://t.co/aILr4JtVvF"
X Link 2025-10-25T22:52Z [----] followers, [---] engagements
"What we inhabit today is not capitalism but its anaesthetised double a mechanised system of rent extraction masquerading as enterprise. The old industrial dynamo that once rewarded invention and risk has been replaced by a bureaucratic contraption of central banks asset managers and economic theorists all pretending to steer a market like a deluded ships master . Neo-classical economics promised a frictionless world: the lowest price as the highest virtue efficiency as the new morality. The result is a civilisation optimised for nothing but margin. Everything public has been auctioned to the"
X Link 2025-10-27T07:54Z [----] followers, [----] engagements
"@matt_barrie Every corner shop service station in my area or get them delivered by FB market place . Its a classic reflection on Australian bureaucratic competence"
X Link 2025-10-29T05:47Z [----] followers, [---] engagements
"Utilise excess compute in all A.I. systems AWS on wheels . Multiply the idea out a few years to [---] B autonomous autos and we are starting to mimic a biological system where the system itself thinks Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call that no one is really talking about. His words: Actually one of the things I thought if we've got all these cars that maybe are bored while they're sort of if they are bored we could actually https://t.co/tlbko8egLd Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call that no one is really talking"
X Link 2025-10-29T09:38Z [----] followers, [---] engagements
"The End of Industrial Faith The so called rare-earth threat is not a conspiracy but an unconscious confession. Trace the supply lines like threads of global industry and you dont find markets you find a single system a single supply line whose path has been purposely drawn towards Beijing Take tin the soldering in every electronic circuit seventy percent of global smelting capacity sits in China. Even the Western mines that still pretend to independence feed that network bound by offtake contracts and share registers swollen with Hong Kong funds. The same filaments bind copper nickel lithium"
X Link 2025-10-29T21:42Z [----] followers, 12.6K engagements
"The Intelligent Planet When Elon spoke on Teslas third-quarter call about turning idle vehicles into a distributed inference fleet he was describing a literal design before it became a metaphor. Tens of millions of Teslas sit parked most of the day each with roughly a kilowatt of high-performance compute waiting to be used. Network them he said and you have a hundred-gigawatt supercomputer already built power and cooling solved located wherever people live able to think while the world sleeps. Owners could earn credit for lending their cars minds; Tesla would need fewer data centers; the grid"
X Link 2025-10-30T00:01Z [----] followers, [----] engagements
"@deuce1110 Ha yes [----] Oracle then again in [----] IBM [----] and again [----] plus half a dozen others . Makes one think about latency on a Tesla distributed compute platform "
X Link 2025-10-30T07:47Z [----] followers, [--] engagements
"TIN: THE HIDDEN CRITICAL METAL OF THE INDUSTRIAL AGE [---] Global #tin demand is forecast to surge from [------] tonnes (2023) to [------] tonnes (2030) requiring over US $1 billion in new investment. Yet less than half that capital is committed leaving a structural deficit of [-----] tonnes by [----]. Tin essential to every circuit chip and electric vehicle remains under-recognised compared with lithium #REE or #copper even though it is the solder of civilization binding the digital and energy transitions together. Over [--] % of global tin demand comes from solder directly linking the metal to"
X Link 2025-10-31T06:01Z [----] followers, [----] engagements
"Thaisarco tin smelter in Thailand have signed an off take agreement with $atm Thaisarco is owned AMC of the Uk its kind of what Im talking about good assets in Africa with a target of [----] tons per year2030 the smelting is happening in Asia . AMC produce about 2% of global tin demand in their smelter business"
X Link 2025-10-31T14:41Z [----] followers, [--] engagements
"It was just a bad business model in the wrong era they went all in globalisation at the start of deglobisation . The Chinese companies are in same boat their model is just as obsolete ultimately there is no role for labour arbitrage across geographies because human labour is obsolete "
X Link 2025-10-31T23:00Z [----] followers, [--] engagements
"@adamscrabble Civilization is a creature of its own stories. We move through the world guided by abstractions . growth progress freedom forgetting that these are not places on a map but inventions of the traveller/s"
X Link 2025-11-01T07:24Z [----] followers, [--] engagements
"Palantir is the iPhone humans are the blackberry its the cognitive scaffolding of this transition to human obsolescence the neural OS that replaces human coordination. Its ontology software and AI agents fuse data from every layer of society hospitals railways militaries supply chains into a single self-learning decision engine. As this network matures labour itself becomes informational: tasks no longer requiring wages become automated. Consumption collapses because intelligence no longer costs income. Taxation collapses because production happens without pay. We can no longer service debt ."
X Link 2025-11-01T21:16Z [----] followers, [----] engagements
"@KjetilSekseKris @great_martis Probably sold $5b worth of that type of software to corporates across Asia . I was @Oracle in [--] this stuff is my wheelhouse there probably isnt a user case I havent touched this is nothing like previous generations "
X Link 2025-11-01T22:12Z [----] followers, [----] engagements
"Agree - the politically heat on all this stuff is going to accelerate - its not just Palantir -the Nokia / NVDIA partnership and 6g puts intelligence into everything the NVQlink / Nokia integrating AI to Qubits a "Rosetta Stone" for connecting QPUs and GPUs enabling them to function as a single coherent system. There are dozens of them that are getting hardwired into GPU chips sets the hardwiring is basically to provide latency when these get deployed theyll have to put moats around the data centres because some folks will want to burn them down"
X Link 2025-11-01T22:47Z [----] followers, [---] engagements
"@tronim47736 @great_martis They are in process in the U.S. the earnings come from cannibalising human labour roles https://www.palantir.com/offerings/palantir-for-hospitals/ https://www.palantir.com/offerings/palantir-for-hospitals/"
X Link 2025-11-01T22:51Z [----] followers, [---] engagements
"$UCU $IPX $MTM there a bunch more . [--] years is fine . There is also a technology disruption narrative IP emerging out of US universities like Rice and Utah this IP never got funded during the deindustrialisation it started getting funds from DoD under Biden so its more advanced than folks realise https://twitter.com/i/web/status/1985068059112222935 https://twitter.com/i/web/status/1985068059112222935"
X Link 2025-11-02T19:34Z 13K followers, [----] engagements
"Its a bit more than api calls ontology is a digital twin of your enterprise including your security environment which overcomes the weakness in the AI models because its hardwired to the NVDIA GPU right into CUDO which allows real time simulation which you can run anywhere its the AI enterprise central nervous system this unlocks agents in the enterprise itll unlock real time updates across large corporate / military architectures"
X Link 2025-11-02T20:38Z [----] followers, [---] engagements
"@JohnWold20 @langwiser @BaldingsWorld @tyillc The machinery angle https://www.afr.com/companies/mining/lynas-warns-china-will-starve-rare-earths-projects-of-equipment-20251029-p5n69e https://www.afr.com/companies/mining/lynas-warns-china-will-starve-rare-earths-projects-of-equipment-20251029-p5n69e"
X Link 2025-11-02T20:51Z [----] followers, [---] engagements
"Dr Fang out of University of Utah James Tour out of Rice University Texas and a bunch more spent years in the de industrialised wilderness trying to get capex for their metallurgy inventions that disrupt Chinese processes . Nobody was interested in funding them till about [--] years ago every venture that did get off the ground was wiped out by Chinese pricing . Listen to a few Lynas earnings calls where they openly demand floor pricing so they can invest without fearing Chinese subsidised metals wiping them out . Thatll all get unlocked now "
X Link 2025-11-02T22:20Z [----] followers, [---] engagements
"Yes I get it .Palantirs weak point in manufacturing is dirty mutable data. To fix it build a mid-layer JSON event model that continuously syncs from PLCs and sensors via a Python validation script. Each record should be immutable hashed and time-stamped before Palantir ingestion. This removes silent edits and forces data lineage. NVIDIA hardware accelerates realtime validation anomaly detection and computer-vision QA at the edge. Within twelve months automated data contracts and GPU inference pipelines make data self-healing transparent and manipulation-proof turning shop-floor auditable"
X Link 2025-11-03T00:01Z [----] followers, [--] engagements
"Got to stop treating all AI as the same thing like the backward integration of NVDIA to palantir Nokia crowdstrike quantum - these are going to be highly integrated solution sets so just calling it AI isnt really looking at differing value western economies together are of much more significant scale"
X Link 2025-11-03T01:59Z [----] followers, [---] engagements
"@Prudentissimus2 @StaySolvent100 @steventsmak @great_martis Nice trade on NVDA the new product line is amazing"
X Link 2025-11-03T04:12Z [----] followers, [--] engagements
"Nobody knows anyone that suggests they do is making it up . I just hope the robots are slower than predicted . Ultimately political heat creates a crisis that will have to be resolved and yes I know that theory it might be true it might create all kinds of jobs . I just dont see anyone in the market explaining what they might be like. They were telling us to code a few years ago. I know I use AI extensively and I can get three or four times more stuff done that I used to be able to do but is that productivity restricted to neuro adaptive folk and that segment flourishes . I just dont know"
X Link 2025-11-03T04:18Z [----] followers, [--] engagements
"@Prudentissimus2 @StaySolvent100 @steventsmak @great_martis Though I talked to Wayno CTO in [----] and he said Musk was full of it and would take till [----] drivers are 8% of all employment right there . It has different ramifications for different countries. Can you imagine the Philippines without Call centres"
X Link 2025-11-03T04:25Z [----] followers, [--] engagements
"Yes it does look impossible my guess is a smart mid tier that converts everything to json then the AI laters get tied on with python the reason I think they are building and Palantir ontology / NVDIA hardware integration layer otherwise latency kills it . This is maybe what kills some of the legacy systems once and for all and why we are seeing corporate goals of 100% cloud migration"
X Link 2025-11-03T04:51Z [----] followers, [---] engagements
"Containments over. You can buy a tower with top GPUs for under $30k and run models . Open-source frameworks like Ollama and Hugging Face make it easy to finetune or selftrain without the cloud. That breaks network dependency AI now can live offline. Control shifts from access to hardware GPUs. The knowledge is loose the horse has bolted ; and this is still early days. I can imagine a home AI being like a refrigerator. If you look at all the integration partners of NVDIA its the same thing. The cars are gonna be independent of the network the robots as well. Beats me where it ends up but"
X Link 2025-11-04T02:24Z [----] followers, [--] engagements
"@BaldingsWorld like Huawei in the west you can't be sure the chips are secure"
X Link 2025-11-04T02:47Z [----] followers, [---] engagements
"@saletan @MarkPlackett1 @JVLast I am no Trump acolyte but some of the logic in that article is pretty hard to reason . Paying Westinghouse $80b then taking 20% Id hardly seizing production its an article dressed up to pretend to be thoughtful total waste of time"
X Link 2025-11-04T03:51Z [----] followers, [--] engagements
"@john_macgowan @beninthecapita1 The latest Ann has us manufacturing and basing Anduril Ghostsharks right across recreation from Philipines to pacific help Asia porcupine manufacturing the autonomous weapons here has Australia logically complex to contemplate invading"
X Link 2025-11-04T03:57Z [----] followers, [--] engagements
"@matt_barrie The RBAs purpose is to channel wages into financial products"
X Link 2025-11-04T05:26Z [----] followers, [----] engagements
"True not a big one but Latency . Normally AI systems do inference as a distinct stage the model runs waits for I/O then sends results to software layers for context or decision logic. Palantirs architecture merges those layers: ontology models (data relationships semantics operational rules) now run on the same GPU memory space as the inference engine. That means far less data shuffling between CPU and GPU so you get near real-time reasoning with minimal latency. We need to see how effective it integrates into a variety of legacy environments"
X Link 2025-11-04T06:30Z [----] followers, [--] engagements
"the user case is when inference is distributed when you cant build it closer . It fuses ontology policy and event logic inside the GPU memory space real-time cross-system reasoning without CPU-GPU shuffles real time federated estates is potential moat yesterdays earnings call was near fastest for size in history of software the built for military pathway may have created something new in the federated context - that said truly durable moats are less likely with all vendors these days - give it [--] years Sofware will be mostly commoditised"
X Link 2025-11-04T09:41Z [----] followers, [--] engagements
"I been down a rabbit hole on cryptology. BTC has maybe [--] years before it's quantum computing unravels [--] cubits to unlock a BTC and about [----] for an entire block chain the NVDIA integration to most emerging quantum platforms lights the fuse. The challenge to all states east and west are probably more complex impossible to predict and existential than the pundits posit they are"
X Link 2025-11-04T22:53Z [----] followers, [---] engagements
"His disciples exported labour hollowed out industry and called it progress. Nations traded sovereignty for quarterly earnings and congratulated themselves on being competitive as their factories went dark. Privatisation promised discipline and dividends; what it delivered was rent-seeking monopolies and public and private debt dressed as reform. Friedman believed markets were self-correcting. He never asked who would correct the marketeers. The record of history he invoked has since written its own verdict: the invisible hand was picking pockets all along. The so called great economic"
X Link 2025-11-06T18:09Z [----] followers, [----] engagements
"When Bessent says hes going to move at WARP speed across sectirs it can only mean a few companies . In the titanium sector its $IPX its that simple . China also dominates titanium production - with close to 75% of the global market in [----] China is aggressively scaling titanium production - on track to increase their grip on the global market to over 85% by [----] IperionX is now scaling US titanium production - IPX remains https://t.co/6h0f2AxQHy China also dominates titanium production - with close to 75% of the global market in [----] China is aggressively scaling titanium production - on"
X Link 2025-11-07T04:05Z [----] followers, [----] engagements
"NeoLuddism / neo-Luddite Someone who resists new technologies especially out of fear or mistrust of their social or economic effects. Let the games begin Our public defender successfully subpoenaed Sam Altman to appear at our trial where we will be tried for non-violently blocking the front door of OpenAI on multiple occasions and blocking the road in front of their office. All of our non-violent actions against OpenAI were an Our public defender successfully subpoenaed Sam Altman to appear at our trial where we will be tried for non-violently blocking the front door of OpenAI on multiple"
X Link 2025-11-07T08:15Z [----] followers, [---] engagements
"Media I assume to be idiots so I give them a leave pass because they havent a huge amount of options open to them . I was at the intersection of tech and banking most of my life . Most senior bankers have no soul incredibly shallow humans . Tech are mostly opportunists I still know a lot of those folk"
X Link 2025-11-10T01:47Z [----] followers, [--] engagements
"Since the 1990s academics like David Held Martha Nussbaum Seyla Benhabib and Didier Fassin reframed borders as moral violence arguing that sovereignty should yield to universal human rights. This lineage of belief underpins NGO and UN agendas UNHCR IOM Amnesty Oxfam Mdecins Sans Frontires that advocate humanitarian corridors and safe passage beyond national control. The UNs Global Compact for Migration embodies this ideology: super technocratic governance claiming moral compassion is a higher purpose than sovereign preservation . These frameworks bypass democracy policy made by unelected"
X Link 2025-11-10T09:43Z [----] followers, [---] engagements
"David Helds vision replaces self-governing nations with multi-level governance accountable to unelected international actors. He frames as democratic reform though in reality it dismantles democracy it legitimizes supranational rule embedding states within UN-style frameworks where policy on trade environment migration and finance is set by transnational agencies rather than domestic electorates. This erodes three aspects of sovereignty: Legislative autonomy laws increasingly shaped by global treaties and NGO-driven norms. Political accountability decisions shift from elected parliaments to"
X Link 2025-11-10T10:24Z [----] followers, [--] engagements
"Likewise - its been a long road from my families asbestos house in the 1960s in poor working class Sydney - we have to be careful that we dont compare our early days where houses were x [--] annually wages to now in Australia they are x10-13 . That multiple has gone to older folk through asset inflation and made it super hard for the youngsters to get a start "
X Link 2025-11-10T23:04Z [----] followers, [---] engagements
"Burrys wrong because he treats GPUs like laptops. Data-center chips arent gadgets; theyre infrastructure. Cloud GPUs depreciate over [--] years since: Software layers stretch life through virtualization. Older chips still profit in inference and rendering. Cloud tiers repurpose old hardware instead of dumping it. Accounting treats them as servers not disposables. Theyre closer to power plants than phones long lived cash efficient and fully utilized. It does raise the question of NVDIA revenue durability 3-4 years out when hyper scale buildout slows . Longer depreciations twin is slower refresh"
X Link 2025-11-11T20:55Z [----] followers, [---] engagements
"Weve still got sulphur reduction initiatives on foot Between [----] and [----] sulphur emissions keep falling as new rules coming to play. The Mediterranean becomes a 0.1% sulphur zone in [----] cutting ship SO by about 8090% particular cruise liners . Chinas coastal ECAs expand while the EUs Industrial Emissions Directive and coal phase-downs push power-sector SO 6090% below [----] levels. The U.S. and India remain at ultra-low-sulphur fuels (10 ppm) and gas flaring cuts continue under the World Banks Zero Routine Flaring by [----]. Overall global sulphur aerosol output is expected to fall 3040% by"
X Link 2025-11-11T21:05Z [----] followers, [--] engagements
"NVIDIAs new architectures fuse hardware and software for latency Grace-L/Blackwell chips link directly to CUDA NVLink and Palantir-style AI stacks extending utility. GPUs serve [--] years then shift to inference roles giving [--] years total life. Racks and infrastructure last [----] years; modular upgrades and software tuning preserve performance longer"
X Link 2025-11-11T21:57Z [----] followers, [--] engagements
"@MarkPlackett1 Technology refining / smelting disruption plays out across the whole critical metals space add in deflation from automation and aging demographics its unclear if we are overbuilding literally everything - I reckon demand for everything crashes [----] or thereabouts"
X Link 2025-11-11T23:46Z [----] followers, [--] engagements
"Tariffs seem rational to me . The economy system has to change to be more sustainable and hardened that cant be achieved through China so incentives need to nudge us in the right direction - tariffs are part of those incentives . A critical minerals shock to Australia not so far out needs to be addressed net zero seems indulgent contextual to that probably near term shock"
X Link 2025-11-11T23:59Z [----] followers, [--] engagements
"@Brad_Setser @QeYcc swap or bailout lets not be pedantic it had to be done the worlds dividing up not bringing sth America with you where you can makes zero sense especially when the risk is manageable"
X Link 2025-11-12T05:54Z [----] followers, [--] engagements
"These technocrats suckled on campus dogma and NGO piety have quietly replaced democracy with a managerial priesthood. They moralised borders out of existence surrendered money to central-bank monks and wrapped the whole planet in climate models so coarse theyd embarrass a freshman physicist. And yet they wield them as holy writ. its a sanctimonious putsch of idiocy a slow smug confiscation of sovereignty by people who think uncertainty is an error and the public an inconvenience. A revolution without courage conducted by clerks. I camped with them at burning man lovely people but"
X Link 2025-11-12T23:13Z [----] followers, [--] engagements
"PE of that calibre arent unheard of they only have to grow at 50% pa for [--] years to normalise that . Oracle Apple Google TSLA all grew at 40-50% yoy at different stages . The software literally changes the entire military technology without you might not win a war against China . I realise a lot of folk cant get their head around what it does its conceptually unique so its hard to fathom . In any case Im not here to sing its praises its just not a good short because there is no market trigger - mid terms though might be a trigger because they depend on government largesse"
X Link 2025-11-13T21:22Z [----] followers, [---] engagements
"Australia emits about [---] Mt of CO-e a year and even with all current projects running the land sector offsets only [--] Mt. That leaves a [---] Mt gap with no physical pathway to close it. Indigenous Australians control [---] million hectares yet less than 1% is used in accredited carbon projects. Gina owns [--] m hectares Twiggy 5m . Hitting net zero through nature will require [----] million hectares of new forest just 414% of indigenous Country but the labour demand is impossible: manual planting would require [-----------] workers when Australia has under [----] restoration staff. AirSeed collapses"
X Link 2025-11-15T08:45Z 17.5K followers, [--] engagements
"@shanaka86 @cryptomanran It happened months ago it was always going to happen . As soon as it became big enough. Wall Street wanted to game it and they have"
X Link 2025-11-15T10:14Z [----] followers, [---] engagements
"The Death Knell of Neoclassical Central Banking This paper is an obituary for the entire neoclassical central-banking worldview. If something as basic as a tariff hike behaves opposite to every DSGE model lowering inflation instead of raising it then the core machinery of modern monetary economics is wrong. Add the long-ignored reality that housing and land inflation were kept out of CPI while asset prices and credit cycles did the real macroeconomic heavy lifting and the picture becomes undeniable: central banks have been steering with broken instruments. They mistook financial shocks for"
X Link 2025-11-16T03:01Z [----] followers, [----] engagements
"We are exporting [--] out of [--] of our carbon emission per capita then we import this emissions via products . You mentioned fossil fuels like our exports dont exist for the net out problem because somehow we live on a planet that doesnt include where those fossil fuels are burnt. Its pure virtue signalling"
X Link 2025-11-16T23:03Z [----] followers, [---] engagements
"I dont think theyve claimed any different its on the front end the business case has always been first stage separation to a chloride the British team have an early stage separator before ionic it goes in between to process also . $MTM is also able to seperate coal ash and coal byproduct - $190m released for tender last week by DoE Up for grabs with [--] submissions . I hope $IXR are applying for that because there some perfect categories available"
X Link 2025-11-17T02:30Z 11.6K followers, [---] engagements
"@TInvestor2 They are in the middle of it with Ford and DoD Supply process"
X Link 2025-11-18T09:53Z [----] followers, [--] engagements
"the tech sector is crashing everything is going down it happens every time the market goes down folks rationalise the events to their sector or stock . If the west wants to remain anything but a vassal state of China it has fix critical materials it has no choice but to. New tech will play a role in this re industrialisation is scary folks havent got the skills to know what will have to happen industrialisation analysis skills arent broad yet the doomers want to tell you its all over when its just getting started 100s of billions of capital will need to be invested its a certain tail wind"
X Link 2025-11-18T21:42Z [----] followers, [--] engagements
"The detail doesnt line up with that reality. If you flood the South China Sea and the first-island chain with Anduril Ghost Sharks attritable drones and autonomous sensors leaving the region becomes a lot harder for the PLA than X doomer narrative suggests. The idea that China has the West in strategic checkmate is overstated. Neither side is anywhere near domination. Were heading for a messy uncomfortable multi polar equilibrium not a world living under Chinese dominion"
X Link 2025-11-19T21:24Z [----] followers, [---] engagements
"http://x.com/i/article/1991270959706427392 http://x.com/i/article/1991270959706427392"
X Link 2025-11-19T23:18Z [----] followers, [----] engagements
"Sorry the Optimus tear down segment had a bad link https://www.capitaly.vc/blog/elon-musks-optimus-gen-3-a-technical-breakdown-of-the-2025-ai-revolutionutm_source=chatgpt.com https://www.capitaly.vc/blog/elon-musks-optimus-gen-3-a-technical-breakdown-of-the-2025-ai-revolutionutm_source=chatgpt.com"
X Link 2025-11-20T02:32Z [----] followers, [---] engagements
"NVIDIAs SBC blowout is mostly a timing artefact. They granted stock years ago when the price was cheap then the valuation went vertical. That makes buybacks look bloody expensive but thats just what happens when a business outperforms . Employees werent overpaid the stock simply exploded after the stock grants. Burrys framing ignores this basic sequence. He treats the buyback cost as if management planned dilution at the peak instead of acknowledging the obvious: incentives were set before the supercycle. The Burry rant isnt deeply knowledgeable . Its a value-guy tantrum at a growth-curve he"
X Link 2025-11-20T04:11Z [----] followers, [----] engagements
"http://x.com/i/article/1991667045453500416 http://x.com/i/article/1991667045453500416"
X Link 2025-11-21T02:07Z [----] followers, [---] engagements
"Steel is harder and can be stronger. Titanium is lighter more fatigue proof more corrosion-proof and holds strength at high temps. For weight critical fatigue intensive high-performance systems (robots aerospace defence) titanium wins. For cheap hard wear resistant high strength applications steel wins"
X Link 2025-11-22T15:53Z [----] followers, [---] engagements
"Thoughts on robots Humanoid Robots Are Not Proven Low-Cost Labour The market is already talking as if humanoid robots are a cheap plug-in replacement for humans. That needs a reality check . They are only lower cost if and only if the combined capex + opex beats humans at real utilisation and reliability. Right now thats an assumption that will take years to line up Here are the realities: [--]. Capex is big and integration isnt free Youre not buying a $20k robot. Youre buying: the robot body (tens of thousands each in real BOM terms) integration and safety engineering to bolt it into a workflow"
X Link 2025-11-22T21:21Z [----] followers, [---] engagements
"The Fed Doctrine Is a Structural Threat to U.S. Sovereignty If you strip the emotion out and look at incentives the JPMorgan doctrine is exactly what you think it is: a worldview in which financial intermediaries not elected governments are the ultimate stewards of economic power its the logical endpoint of a system where private banks sit between the state and its own currency. Their so called independence a smoke screen for a financial plumbing system that channels capital to their industry purely for self enrichment totally disconnected to long term economic welfare of the US . For decades"
X Link 2025-11-23T00:18Z [----] followers, [---] engagements
"@bomber78a Sc-Al supply is as precarious as all the rest of the critical minerals there is user case for both but the IPX titanium cost is well under Scandium https://www.riotinto.com/en/news/releases/2025/rio-tinto-and-canada-growth-fund-announce-transaction-to-advance-canadian-production-of-scandium https://www.riotinto.com/en/news/releases/2025/rio-tinto-and-canada-growth-fund-announce-transaction-to-advance-canadian-production-of-scandium"
X Link 2025-11-23T06:20Z [----] followers, [---] engagements
"Youre right on headline cost Al-Sc alloys are cheaper per kg. But thats not the constraint. Scandium supply is what 2030t/yr globally. Titanium sponge isaround 200000tyr. The scale difference is two orders of magnitude. Al-Sc is a premium aluminium with good weldability and strength for aluminium. It doesnt replace Ti in high-temperature high-fatigue or corrosion critical environments and it cant meet many defence or aerospace duty cycles especially not robotics wear life. I have a long piece on robotics s wear life half written my guess is wear life for robots is going to be a huge issue"
X Link 2025-11-23T08:00Z [----] followers, [---] engagements
"@bomber78a Sunrise us super interest with such a big investment from Lockheed Martin"
X Link 2025-11-23T11:59Z [----] followers, [--] engagements
"@matt_barrie Have a nap in the afternoon stay up half the night"
X Link 2025-11-24T08:37Z [----] followers, [---] engagements
"@KazakhEmbassyUK @TheAstanaTimes @grok is this a secure geographically stable supply line for the West"
X Link 2025-11-26T10:47Z [----] followers, [--] engagements
"Why humanoid robots struggle in factories and why titanium can flip the operatingcost math. 1) Why humanoids fail fast Complexity vs. impacts: Humanoids have far more joints/actuators than classic 6axis arms and take constant microimpacts from walking stairs and balance corrections; maintenance/downtime expectations in factories are unforgiving (targeting threefour 9s reliability). Reality check on uptime: Even conventional industrial cells plan for maintenance and unplanned failures; downtime quickly becomes uneconomic on paced lines. There is a reason we dont pull cars with mechanical"
X Link 2025-11-27T19:24Z [----] followers, [---] engagements
"People just to words these - remember [--] or [--] years ago every bank had a block chain department is the new thing so people with invariably be appointed as VP Blockchain for whatever bank . . and they all got a bit of funding . I used to speak at conferences where this execs attended they all had projects that sounded like he just described . I led banking for IBM at the time as a vendor I watched them all fail . Im sure a few succeeded - but there werent many - now he wants to let agentic to make transactions"
X Link 2025-11-28T05:00Z [----] followers, [--] engagements
"True story . In [----] think it was my best friends rang me and told me when BTC was $300 that hed just sold. Hed bought $30000 worth at three dollars so a pretty good return. Same day my wife came home from the beach and got told by another parent we knew that we should buy BTC. My wife said we should buy $10000 worth when it was $300. It was funny both happened on the same day. I just said I couldnt be bothered. I said it was tulips "
X Link 2025-11-28T05:20Z [----] followers, [--] engagements
"This is how I run off grid in Sydney [--] solar panels. 50kw of batteries 45kw diesel generator [--] houses large horse stable complex [--] pm [--] pm = generator ( charges batteries in just over an hour ) [--] pm [--] am = battery [--] am [--] am = generator ( often isnt needed in summer but is more often needed in winter because of low sonar production its auto started when battery runs out ) [--] am [--] am = battery [--] am -8pm solar + battery generator runs each [--] hour as needed . Diesel plus batteries are much cheaper than retail grid prices"
X Link 2025-11-29T21:42Z [----] followers, [---] engagements
"They Ive dug up robot performance data from everywhere I can find it including Chinese sources not that it wont be solved but the data tell us there are huge initial performance issues with wear and tear itll take humanity ( my guess ) 3-4-5 years to build resilient robots that compete with humans for most tasks "
X Link 2025-11-30T03:39Z [----] followers, [--] engagements
"No but I can depreciate a battery over [--] years instead of [--] . If battery prices drop [--] percent in four years their economic life shrinks. It becomes rational to replace them early rather than keep degraded overpriced units. Depreciation is based on expected useful life not theoretical lifespan so a four-year effective life is reasonable and can be depreciated faster. Yes its based on cost I was talking about the rate of depreciation can be accelerated if the price drops a lot"
X Link 2025-11-30T20:29Z [----] followers, [--] engagements
"@matt_barrie I was wondering about that - high probability"
X Link 2025-12-01T01:09Z [----] followers, [---] engagements
"If inflation were measured for resilience it would be the allin cost and time to build and maintain critical capacity the grids refineries mines fabs shipyards ammo plants plus the capital to fund them not just groceries and rent. But the Fed targets that consumer basket so its lever is the short rate. That rate becomes the riskfree base for loans and bonds. When the Fed hikes the average cost of capital jumps. Longdated industrial projects with 20year cash flows see their net present value collapse; SaaS with low capex barely notices. Regulation makes mortgages and Treasuries cheap in"
X Link 2025-12-02T22:28Z [----] followers, [---] engagements
"Win and lose isnt a meaningful axis. The axis is whether you preserve productive capacity. If you torch the bondholders to rebuild industry then thats strategy. If you torch them without rebuilding anything then thats decay. The market keeps pretending those two outcomes are the same. If they go full [----] the state stops bargaining and starts conscripting capital. You can already see that unfolding if China runs you lock it in with capital controls . The Treasury and Fed merge peg the curve and force real rates negative. Bondholders buried alive in safe assets knock on the coffin lid as they"
X Link 2025-12-03T22:20Z [----] followers, [---] engagements
"The creeping insolvency and sudden revaluation of Western miners Every discussion about Western mining and industrial projects ends in the same place: a DCF a price deck a debate about IRR and a hand-wave that the market will decide. Ive certainly done a lot of DCFs in the past and this situation triggers me because of that. The core variable isnt geology demand or execution. Its who controls the discount rate and who can move the price. In the West the WACC for an industrial mining or even renewable build is commonly 1215%. In China its closer to 23%. Its a built-in advantage that sits"
X Link 2025-12-11T19:02Z 11.6K followers, 51.6K engagements
"@aietides @sog_on_bird_app @grok $UURAF & $UCU are the same $TMC is excellent. Ive just never been able to get my head around sea floor mining and $UUUU also a no brainer"
X Link 2025-12-11T19:10Z 14.9K followers, [----] engagements
"@SuperCycleBear @LukeGromen I would put that in if I had known about thank you"
X Link 2025-12-11T21:00Z [----] followers, [--] engagements
"72% of silver slag fed to western refineries is sourced from China as a bi product of copper zinc and lead smelting . The implications of this are profound for western industrial renewable AI & defence there are [--] tons of copper and [--] tones of silver in a 1GW AI data center and we are planning to build 13"
X Link 2025-12-11T22:48Z 10K followers, [---] engagements
"The west mirroring back is the likely result there are some extraordinary technologies in the works across the mining and refining stages when you step back we will find that this was the constraints need to force the system to evolve . There are examples right through the exploration to refining cycle . For example what if a drill pulverised the rock with sonic percussion and the drill bits purpose was to simply remove the debris the result would be extreme increases in drilling depth and agility . No need for nuclear youd just put a geothermal plant anywhere on the planet"
X Link 2025-12-12T04:19Z 11K followers, [---] engagements
"@DeltaClimbs Well you obviously havent read it because youre assuming it says something it doesnt "
X Link 2025-12-12T05:18Z 10.3K followers, [----] engagements
"Grok version"
X Link 2025-12-12T08:44Z 11K followers, [----] engagements
"@leith_harmon And that was the thing in those days everybody thought that it wasnt frowned upon. I offshored $b in contract value in the 90s . When they told me it was efficient I believed them. At the end of the 90s I started the question"
X Link 2025-12-12T09:15Z 11.3K followers, [----] engagements
"The only way we have out is we have to stop worshipping the architects of distraction: Zuckerberg Bezos Gates and start worshipping the actual engineers . My post is about changing that - changing our monetary system changing how we look at the world from a cultural perspective you look at something you probably know well the history of C103. Thats a heroes journey"
X Link 2025-12-12T21:30Z 10.3K followers, [---] engagements
"@kturet Yes Ive included it in the essay under $UCU their partnership with $MTM is particularly useful"
X Link 2025-12-12T22:56Z 13K followers, [----] engagements
"Its the economists first: Bernanke Milton Friedman Greenspan Summers. Why Because they supplied the operating theory. Politicians come and go CEOs optimise within rules. These people rewrote the rules. They taught governments that finance could substitute for industry that financialization was equal to industrialisation that price efficiency beat redundancy that markets self correct and that production could be offshore without consequence. Central banks then enforced this worldview globally for decades: suppress volatility inflate assets hollow out manufacturing turn a blind eye to debt and"
X Link 2025-12-13T00:15Z 11.2K followers, [---] engagements
"http://x.com/i/article/1999963297798569984 http://x.com/i/article/1999963297798569984"
X Link 2025-12-13T23:26Z 11.6K followers, 168.6K engagements
"@johnnybridge2 @DavidShoebridge @MehreenFaruqi @Greens No but dont bring the conflict to Australia where none of us have agency and few of us have insight . We live in peace replicating the conflict in every city in the world just worsens the situation"
X Link 2025-12-14T22:45Z 11.2K followers, [----] engagements
"@madwixxy @dalembah @johnnybridge2 Well you did so maybe it was a typo"
X Link 2025-12-15T02:44Z 11K followers, [--] engagements
"Chinas Critical Minerals Plumbing System Attached letter publishes Chinas official list of companies approved to export tungsten antimony and silver for [------]. If a company is not named it cannot export these materials out of China. There is no alternative channel. The list is being released for a short public comment period. Thats procedural. The decisions are already made. Most of the approved exporters are state owned or state backed firms( surprise ) In practical terms this means exports of these metals now move through entities the Chinese government directly controls. Its an export"
X Link 2025-12-15T03:37Z 11.5K followers, [----] engagements
"@fidelisanumole @antloewenstein No we should stop everyone agitating in our community no zionists no Palestinian activists no marches. I'm over it you're all exploiting the drama for moral theatre"
X Link 2025-12-15T04:44Z 11K followers, [---] engagements
"I would submit to you that Milton Friedman is actually one of the causes while I agree with government spending what he did was bringing a regime that was anti-sovereign. He proposed that price signalling was the ultimate measure of capital efficiency. What it did was hollow economy out the Chinese gamed the price signal causing mining WACC to need a return of 12-15-% while Chinese mining projects pay 2-3% read the rest of my thesis here for you as a mining investor its essential reading https://x.com/robert_ivanhoe/status/2000681736284278820s=46&t=O6p3f2C88a8_Bg3-IUDDqg Take the time to"
X Link 2025-12-16T00:49Z 11.6K followers, [----] engagements
"@adcha91 @RealRickRule Because the markets have not realised what I've just written about.and they are all wildly overvalued that's a significant point in the essay"
X Link 2025-12-16T02:20Z 11K followers, [--] engagements
"No we must confront you about your incendiary behaviour toward eastern suburbs residents and you have no place in the senate your behaviour has contributed to this . I left the Greens because your reckless behaviour and the reasons I gave were exactly what happened at Bondi . Youre so busy holding other people accountable you havent looked at your own actions. Residence in our area are absolutely sick of your behaviour. Look at yourself in the mirror https://x.com/ctindale/status/2000294785031258467s=46&t=O6p3f2C88a8_Bg3-IUDDqg BONDI - Political Recklessness Disguised as Democratic Principle"
X Link 2025-12-16T02:58Z 11.2K followers, 12.5K engagements
"@retiredgeo0416 @DavidShoebridge No gun control for Pakistani national who hold Aust Visas long term who travel to ISIS training camps in Philippine who have already been bought ASIO notice they legally had 5-6 guns . I am so angry"
X Link 2025-12-16T05:14Z 11.2K followers, [---] engagements
"@aeberman12 @adamtaggart Its simple 70% of silver comes from copper lead and zinc mining 70% of that refining Happens in China and that silver slag is exported to the west to refine . China just banned exports of that silver slag"
X Link 2025-12-16T10:48Z 11.6K followers, [----] engagements
"Yes and I hold a heap . The danger we face though is that as it moves past 100-150 the lobbyists who represent the new defence grid AI PV robot usage try to have it price regulated . There is [--] ton of silver in a 1GW data centre and they building [--] in the US and number more around the world . There is 15kg of silver in a tomahawk missile the production used to be 50-100 missiles a year the U.S. Navy just ordered [---] for [----] Australia just ordered [---] the likely step up is 1000s and these are just small examples . How much is in vaults is antibodies guess but my guess is if youve gone to the"
X Link 2025-12-16T17:36Z 11.2K followers, [---] engagements
"Its happening right across [--] critical metals the west will grind to a halt if China chooses. Simply put the Chinese have control over the entire commodity chain 50-98% of western critical metals are refined in China so if the west wants copper it gets mined in Chile or Peru the ore is shipped to China for refining then its shipped to the end customer. Ive written up the system here https://t.co/vWLN07swYq https://t.co/vWLN07swYq"
X Link 2025-12-16T18:28Z 14.6K followers, 30.3K engagements
"The honest answer is I dont know. Its closer to a chess game where the outcome isnt knowable in advance. Ive gone much further on this than the essay shows. I built a small foundational model for each critical metal ingested everything I could find on each sector then disaggregated and recombined those models across supply processing demand and geopolitical constraints to understand whats happening at system scale. Then I built a JSON schema with a Socratic learning layer over the top and had it teach me what it contained. It worked as an accelerated learning system. Everything was accessible"
X Link 2025-12-16T21:01Z 11.2K followers, [---] engagements
".Were arguing for a different moral philosophy. One that doesnt replay every genocide ethnic conflict or foreign war in our streets. Historically stable societies understood this. Athens in its prime. Rome in its prime. The Dutch Republic. They allowed speech debate and dissent but they contained conflict. They treated civic calm as a public good. Call it civic pacifism or moral pacifism. We argue freely. We criticise freely. But we dont turn neighbours into proxies or create conditions of physical tension and anger at home. You see moral urgency as justification to escalate. We see restraint"
X Link 2025-12-16T23:57Z 11.6K followers, 12.9K engagements
"Coming Soon: Civic Pacifism in an Age of Imported Conflict In the next [--] hours Ill publish an essay setting out a different moral framework for plural societies under strain. The core claim is simple: free societies survive by containing conflict not by importing it. History shows this repeatedly. Athens in its prime Rome before decline the Dutch Republic. These societies allowed argument dissent and moral disagreement but they drew a hard line at turning civic space into a theatre of physical intimidation or proxy warfare. The essay will argue for what I call civic pacifism or moral"
X Link 2025-12-17T00:00Z 11.5K followers, [----] engagements
"@JessicaDAmir And you cant fight a trained sniper on higher ground with a pistol they have range advantage on you . You cant get close enough to take a shot "
X Link 2025-12-17T08:07Z 11.3K followers, [----] engagements
"@adamscrabble The left will destroy the Western democracy if we let them "
X Link 2025-12-18T10:50Z 11.5K followers, [----] engagements
"Thanks Erik . Its all tied together 65t and 8t of copper in each 1Gw data centre in an average nuclear power station there is [----] ton of copper [-----] ounces of silver in the control-rod assemblies alone 500oz in each tomahawk missile if 70% of annually silver production is via copper lead and zinc mining and china does the 70% of the refining then we cant build what we need to defend or power ourselves without Chinese approval . They can say no you may not build more weapons we will not allow you the recent $900b DOW / DOE bill cant be executed ."
X Link 2025-12-18T19:41Z 14.7K followers, [----] engagements
"@matt_barrie We are being attacked our society is under siege from outside and inside those who seek to destroy us must be opposed with everything we have"
X Link 2025-12-18T23:54Z 11.7K followers, [---] engagements
"@MaryKostakidis You should add with the broad support of the community"
X Link 2025-12-19T08:00Z 11.4K followers, [---] engagements
"@PeterCronau its amazing me that you cant see yourself as one of the practitioners of this division. Its like you had no self-awareness"
X Link 2025-12-19T10:57Z 11.4K followers, [---] engagements
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