Alex Atkins

Underground Mining Engineer with MBA(Finance) & First Class Mine Manager’s Ticket. Former ASX200 NED. Now PhD Student & Corporate Consultant.

[Alex Atkins @AlexAtkins17]

Hey Siri, Optimise this complex system of interdependent point solutions.

[Rohan Paul @rohanpaul_ai]

This robotic hands will cuase some layoff in massage parlors 😅
Co-ordinated finger movements. Fist clenching, pointing & spreading. Complete hand closures. Palm opening and precise pinching actions and digit control. Xynova at ICRA 2026 in Vienna.

[First Squawk @FirstSquawk]

GOLD HAS OVERTAKEN U.S. TREASURIES TO BECOME THE WORLD’S SECOND-LARGEST RESERVE ASSET HELD BY CENTRAL BANKS.

[Mining.com.au @miningcomau]

🇦🇺⛏️ Is Australia on course for a new mining boom? The data says no—at least, not in the old sense.

We aren't seeing the capex bubbles of the 2000s. Instead, 2026 is delivering a disciplined, structurally significant rotation away from bulks and into gold, copper, and critical minerals.

Why the forward curve for Australian resources looks entirely different this time: 👇 https://t.co/ZVmbCGHUMQ

#MiningNews #AustraliaMining #Gold #Copper #CriticalMinerals #ASX #Commodities

[Megatron @Megatron_ron]

🇺🇸🇨🇳 Largest trading partners in the world in 2000 and 2024

[World of Statistics @stats_feed]

Annual inflation rate:

🇻🇪 Venezuela: 612%
🇮🇷 Iran: 50%
🇦🇷 Argentina: 32.4%
🇹🇷 Türkiye: 32.37%
🇱🇧 Lebanon: 17.3%
🇳🇬 Nigeria: 15.69%
🇪🇬 Egypt: 14.9%
🇵🇰 Pakistan: 10.9%
🇰🇿 Kazakhstan: 10.6%
🇧🇩 Bangladesh: 9.04%
🇺🇦 Ukraine: 8.6%
🇷🇺 Russia: 5.6%
🇦🇺 Australia: 4.6%
🇲🇽 Mexico: 4.45%
🇧🇷 Brazil: 4.39%
🇮🇪 Ireland: 3.7%
🇺🇸 USA: 3.8%
🇦🇹 Austria: 3.3%
🇬🇧 UK: 3.3%
🇮🇳 India: 3.48%
🇳🇴 Norway: 3.4%
🇪🇸 Spain: 3.2%
🇵🇱 Poland: 3.2%
🇿🇦 South Africa: 3.1%
🇩🇪 Germany: 2.9%
🇹🇭 Thailand: 2.89%
🇰🇷 South Korea: 2.6%
🇨🇿 Czechia: 2.5%
🇮🇩 Indonesia: 2.42%
🇨🇦 Canada: 2.4%
🇫🇷 France: 2.2%
🇮🇹 Italy: 2.7%
🇸🇻 El Salvador: 2.16%
🇭🇺 Hungary: 2.1%
🇮🇱 Israel: 1.9%
🇸🇬 Singapore: 1.8%
🇸🇦 Saudi Arabia: 1.7%
🇯🇵 Japan: 1.5%
🇩🇰 Denmark: 1.4%
🇨🇳 China: 1.2%
🇨🇭 Switzerland: 0.6%
🇸🇪 Sweden: -0.1%

Source: Trading Economics

[Hedgeye @Hedgeye]

Europe is running out of jet fuel.

[Massimo @Rainmaker1973]

This Japanese creator inserted himself into 10 blockbuster film with AI.

[🎞️ ai_am_furufuru]

[Charlie Bilello @charliebilello]

The combined revenues of the Big 4 US tech companies hit a record $1.94 trillion over last 12 months:
$AMZN: $743 billion
$AAPL: $451 billion
$GOOGL: $423 billion
$MSFT: $318 billion

That's larger than the GDP of all but 13 countries.

Video: https://t.co/uhddkC2i1T

[Science girl @sciencegirl]

After the Taliban’s return to power, Afghan women were banned from sport. In quiet, unyielding defiance, they stood beneath their burqas, holding the equipment of the sports they loved, forced to abandon.

[Lukas Ekwueme @ekwufinance]

Surging fertilizer + diesel prices = surging wheat prices

[Lukas Ekwueme @ekwufinance]

In response to the Iran war, EV sales are surging.

EV vs. ICE mineral content

- 60 kg copper vs. 25 kg
- 40 kg graphite vs. 0 kg
- 30 kg lithium vs. 0 kg
- 25 kg nickel vs. 0 kg

EVs need ~6× more minerals than ICEs and only represent ~4% of cars on the road

Just attempting to replace ICEs with EVs will ignite a mineral bull market.

[CyberRobo @CyberRobooo]

Boston Dynamics just had a brutal C-suite shakeup

CEO Robert Playter retired in February, the COO and CSO bounced right after, CTO Aaron Saunders jumped ship to Google DeepMind… and a ton of senior engineers and researchers are gone too.

This is happening right as the company gears up for IPO and tries to scale Atlas from flashy lab prototypes into real mass production.

Hyundai (the parent company) is cracking the whip: they want tens of thousands of these humanoids in their factories ASAP.

Basically going from “cool robot video dreamers” to “actual factory workforce suppliers” overnight. Board is in full panic mode. With Optimus, Figure,Unitree and the rest breathing down their necks, losing this much talent at crunch time… oof.

[ADAM @adamemedia1]

CHINA JUST DREW A LINE ON AI

A court in China has ruled it ILLEGAL to replace human workers with AI purely to cut costs.

They have put responsibility back on corporations.

They can’t automate just to boost margins while workers are pushed out.

China has decided that wages, fairness, and employment aren’t optional.

And that’s a big shift.

While the west races to replace labour as fast as possible, viewing AI as a free-for-all… China has set a precedent that profit alone isn’t enough and corporations must answer to society.

[Peter Mallouk @PeterMallouk]

Bear markets pale in comparison to bull markets, both in market movement and duration. A good reminder for every long-term investor.

[The Assembly @InTheAssembly]

The UAE just left OPEC after 60 years.

Here’s what nobody is explaining.

They spent $3.3 billion building the Habshan–Fujairah pipeline specifically to bypass the Strait of Hormuz.

406 kilometers of pipeline running from Abu Dhabi’s oil fields directly to the Gulf of Oman.

Iran’s blockade doesn’t touch it.

Inside OPEC their production was capped at 3.41 million barrels per day.

That cap is gone as of May 1.

They are now free to pump as much as they want and route it around the entire Iran conflict.

Brent dropped immediately after the announcement.

The market understood before most people even read the headline.

The UAE didn’t just leave a cartel.

They positioned themselves to break the oil shock that’s been running since February.

Big win for the UAE.

If you want to know where WE are deploying capital next, turn on post notifications this is very important.

Many people will wish they followed us sooner.

[CyberRobo @CyberRobooo]

Milestone in Humanoid Robotics: A Thousand Humanoid Sorters Entering Logistics Centers

Beijing-based RobotEra is deploying its L7 humanoid robot across more than 10 logistics centers operated by China Post, SF Express Group, and other major players.

In several of these centers, the embodied AI robots have already reached over 85% of human-level efficiency while operating stably 24/7.
The company is set to begin batch deliveries of robots at the thousand-unit scale in Q2 this year.

RobotEra recently raised $200 million in funding. By combining external capital with self-generated revenue, it is accelerating the real-world deployment of humanoid robots.

I wonder what UPS would think if they saw this solution? Rumors have been circulating recently that they intend to deploy Figure's humanoid robots in their logistics centers.

[Reuters @Reuters]

Japan Airlines will trial humanoid robots for baggage handling and aircraft cleaning at Tokyo's Haneda Airport starting in May, citing workforce shortages and rising tourist numbers

[Tyler Green @GreenTyler27]

This is what a year in Australia looks like give or take:

Revenue: $733B
Spending: $778B
Deficit: ~$45B

Biggest costs:
Welfare $235B
Health $114B
Education $98B
Defence $62B

Other major costs:
Interest on debt $47B
NDIS ~$37B
Transport & infrastructure $56B
Other programs/services $68B

Bond market (cost of money):
AU 10Y: ~4.97%
AU 30Y: ~5.35%

We spend ~$106 for every $100 we earn.
We all know that you can’t keep spending more than you bring in without dire consequences.

[Niki Scevak @nikiscevak]

Australia has 5x the number of public servants per capita than China 🙈