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@ACapitalLP Fair point- thanks for the reply

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There's a reason most satellites use aluminium for shielding instead of molybdenum

Read up on Bremsstrahlung radiation

[Tut C🅰️pital @kingtutcap]

$ELMT: The more I dig the more I like.

Great writeup by Mike!

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@emo__girl_ @ACapitalLP Why is it performing so badly?

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@aaronburnett @skorusARK What would be the logic for that? Do you think xAI will be a key part of a starlink bundle in the future?

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@SawyerMerritt What does this mean for all the Chinese suppliers for Tesla Optimus, Figure etc? They have been setting up facilities in Thailand/Malaysia/Mexico to be labelled non Chinese, but all the IP is Chinese...

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@origoinvest What's your source for this? Fantastic work btw. Better than most of the street on SATS

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@blueprintsmb22 Another positive you should mention: sharing your journey, your thoughts, problems, and successes in equal measure on this site. It inspires a lot of us and we are all rooting for you. Wishing you all the very best for 2026

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@TMTLongShort what do you make of this rumoured $1tn investment from China into the US in exchange for lower tariffs? If it happens, what does it go into that both sides would be willing to accept?

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@Citrini7 Look into Novonesis, global leader in enzyme + culture fermentation technology

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@NicoAIQ @rev_cap @dampedspring Why does the far right tail slope down again? Shouldn't it just keep going higher (unless I am misunderstanding what the chart represents)

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@TMTLongShort We have 3.5 more years of this, at least. Deals struck now are not final, so you may very well be right, just not as soon as you might have imagined

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@Ksidiii Thanks Kris- what would need to happen for you to change your mind on this?

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Europe and others seek both former trade rules and greater self sufficiency. Big thematics to play- but easier when things more stable. Just rambling

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@ContrarianCurse @doomerzoomer What sort of risks did you take?

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What would really validate your thesis is if he forces allies to put up barriers to china, permanently (and not as a tool to negotiate with china) /3

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@ContrarianCurse If these deals include other countries putting on tariffs against china I think that's worst outcome for risk assets, even if US tariffs are lower

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@blueprintsmb22 @ConnorAbene Thanks- that makes sense. Fwiw seeing spot px decline over the past couple weeks after being up in Jan

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@blueprintsmb22 @ConnorAbene Dow/Lyb/wlk are all looking for ~5c increases in Feb and March. Icis/CMA think that contracts will settle flat. If you can say, would be grateful to hear your view

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@rsandler21969 Hi Ricky, this is a long shot but I'm wondering what you & the team think about Ashland $ASH ? Given you guys have been core holders for a long time. Trading back at June 2020 levels now, so looks very interesting. Thank you!