Kinton

product + apm @ google

[Kinton @kintoncheung]

Things worse for the environment than using A/C 8 hrs a day:

- 1 cotton t-shirt
- an English breakfast
- 10 min warm shower
- 4 cups of milk
- Using a heater for 2 hrs
- Buying ice from Aldi to “cool naturally”

But sure, the real crime is running A/C to sleep at 24°C 😂

[Kinton @kintoncheung]

@BullBoss5 Why not get rid of heating too?

[Hans Mahncke @HansMahncke]

To be fair, although she is the one most widely portrayed as the biggest failure on this list, @trussliz is the odd one out on this list. She is the only one who actually tried to take on the establishment, the machine, mass immigration, economic self sabotage, and everything else. For that, she was relentlessly destroyed by the forces she was trying to challenge.

People also forget that the day after she became Prime Minister, the Queen died. Without any preparation, she was immediately thrown into one of the highest pressure moments imaginable and handled it with great poise.

So yes, Liz Truss lasted the shortest time in office, but for the exact opposite reason as the others.

[Kinton @kintoncheung]

@princeoftravel How do I sign up for your email newsletter?

https://t.co/QwE3mYVGZ4 does not contain any form for signing up.

[Melissa Chen @MsMelChen]

Bear in mind that during the inquiry into the Manchester Arena bombing, it came out that security guard Kyle Lawler had actually spotted suicide bomber Salman Abedi before.

Abedi was fidgety and sweating in a bulky jacket on a warm night, and carrying a large backpack. Lawler had a “bad feeling” and thought something was wrong, but he hesitated and failed to report it properly. His exact words:

“I did not want people to think I am stereotyping him because of his race… I was scared of being wrong and being branded a racist if I got it wrong and would have got into trouble.”

22 innocents were killed; hundreds scarred for life.

This bloodbath should have been the final wake-up call about the lethal insanity of “anti-racism” and the deranged cult that treats being called racist as the ultimate unforgivable sin.

Instead, Britain doubled down and rammed this poisonous ideology even deeper into the College of Policing’s training.

Time to scrap the race-baiting training and fire the ideologues. Or keep burying more young, innocent Brits.

[Kinton @kintoncheung]

Never understood the stutter step nonsense in pens.

If you shoot and the goalkeeper saves it, nobody will blame you. If you play fancy tricks, stutter step, and miss, you’re the villain .

#arsenal

[Kinton @kintoncheung]

Someone should make an LLM that reads all contents from a Discord channel, and then respond to your Qs based on those msgs.

there's lots of alpha and tips shared in Discord channels (ex: polymarket discord) but hard to read through all of them.

[Kinton @kintoncheung]

@GavMcCracken @CaptBaxDawg IIRC the $OBE thesis is based on crude oil remaining $90-100 for long-term (next ~3 years).

What data points are you seeing to support long-term elevated oil? thx

[Kinton @kintoncheung]

@Mike10947310 surprised no one has said Lite-On $2301.tw. They’re developing 800v DC power racks and power conversion, collaborating w NVDA. Trading at 27 PE, forward PE of 14 (2027), cheaper than Delta Electronics which is up +100-% ytd , at 87 and 38 PE respectively.

[LatentValue @latent_value7]

$TXN earnings - DC rev up 90% YoY, >25% QoQ = demand tell for downstream integrators (Delta, Lite-On, etc). Lite-On capturing demand for 33kW Power Shelves, BBUs, 50V DC power cabinets. 110kW Power Shelves mass production soon, 800V DC Power Racks testing for next-gen HPC.

[Kinton @kintoncheung]

@Mike10947310 surprised no one has said Lite-On $2301.tw. They’re developing 800v DC power racks and power conversion, collaborating w NVDA. Trading at 27 PE, forward PE of 14 (2027), cheaper than Delta Electronics which is up +100-% ytd , at 87 and 38 PE respectively.

[Kinton @kintoncheung]

@DaBao_ good find - where did you see this ?

[Kinton @kintoncheung]

@vijn_crypto Resolves 50:50 if neither GTA 6 nor Jesus comes back by July 31

If your bid manages to get filled at 48c, you're making 2c in ~4 months, or 6% annualized. not bad honestly.

[FJ @Natsecjeff]

One of the most daring and complex rescue missions ever carried out in recent human warfare history.

Congratulations my dear American friends, especially our friends in the Trump administration and the U.S. Armed Forces. Incredible work. There will be movies about this.

[Kinton @kintoncheung]

@joemccann @IBKR ibkr api rate limits you heavily - something like 60 requests every 10 mins

[Kinton @kintoncheung]

4. Urea producers:
- https://t.co/ZH3OSoeFjG SABIC Agri-Nutrients: +14%

Tied to overall higher urea prices.

Notably, no UAE, Qatar, Bahrain, Kuwait stocks had outperformance that seems clearly war-driven; only SA and IL.

[Kinton @kintoncheung]

Instructive to look at top-performing Middle East stocks in Mar and identify winners of Iran war.

Common threads:
1. Saudi west coast refining/petrochemicals: +39% to +49%
2. Refineries w/exposure to crack spreads: +32%
3. Methanol producers: +31%
4. Urea producers: +14%

[Kinton @kintoncheung]

3. Methanol
- https://t.co/FYLYDkz5wu Chemanol: +31%
- https://t.co/0ATPLjGs5V Sipchem: +10%

No surprise here. Chemanol is biggest public pure-play methanol producer in GCC.