Chris

[Chris @plobbyist]

Another day another PM, this time Labour stabbing their own in the back. At least we now have the weather of a banana republic too… ☀️

[Chris @plobbyist]

@cryptogoos He will immediately acquire Tesla.

[Sharestep @SharestepAI]

🔴 AI SCAN 🇬🇧 — Nobody talks about British tech stocks.

The UK market is a dark horse.

So I scanned for UK tech names with strong balance sheets + momentum.

Top 3M performers:

$RPI +138.4%
$FTC +81.7%
+8 others.

Quietly, UK tech is flying. ⬇️

[Chris @plobbyist]

@BethRigby Beth is a great and tenacious journalist in the public eye. Huge respect for asking. But, @SkyNews probably spend up to a million a year underwriting her security, protecting interview platforms at public events and insurances. It sounds like a big deal but it’s not.

[Chris @plobbyist]

@Keir_Starmer Can you just turn comments off. It is painful how bad your strategy and comms is. No offence to Brown and Harman but they just emphasise how clueless you look.

[Chris @plobbyist]

@danwootton Yeah change their policies which are damaging the UK.

[Sharestep @SharestepAI]

🔴 SIGNAL ALERT — The winning AI trade is not semiconductors.

Another layer of the stack quietly moved to the top.

AI networking & optics over 1-month:

$MRVL +68.2%
$AAOI +66.5%
$ACLS +45.5%
$ANET +44.4%
+ 3 others.

The build-out is broader than chips. ⬇️

[Sharestep @SharestepAI]

I spend way more time browsing Netflix than actually watching anything.

So I built the same compulsive experience — but for stock research.

From today, it's yours.

Sharestep: a live feed of 1,000s of stock signals, curated daily by an advanced AI radar system. ⬇️

[Chris @plobbyist]

@mtpennycook @Cotswold8 @cagey_optimist A crucial part. With 40 years to go on £250 ground rent and inflation, at some point it makes the freehold a worthless liability (say 25-30 years time). Before then you are giving freeholders a commercial off ramp but the value of this should also be low to enable mass adoption?

[Nina Schick @NinaDSchick]

The UK is utterly f*** on energy, and its leaders are to blame.

This vulnerability was a choice.

1/ Britain and Norway were dealt the same hand when they struck oil in the North Sea. The UK treated its reserves as a fleeting windfall to be consumed. Oslo leveraged them for long-term security and prosperity: a “sliding doors” moment for British sovereignty.

2/ Despite the basin’s maturity, Norway never stopped drilling, averaging forty-five exploration wells annually. In 2025, Norwegian production surged to its highest level since 2009 — the lucrative result of a record $24.68 billion investment that returned roughly $90 billion in exports. Today, the sector serves as the bedrock for 20% of Norway’s GDP and sustains 200,000 people.

3/ Norway runs 98 percent of its domestic grid on renewables, capitalizing on the geographic windfall of hydroelectric power. But Oslo paired this with a rational calculation on its sovereignty: decarbonize at home while extracting maximum value from its resources to endow its future.

3/ Norway’s sovereign wealth fund is now worth over $2.2 trillion — the biggest in the world. Propelled by heavy exposure to US tech and AI, it posted historic returns of 15% last year. Every Norwegian has roughly $385,000 invested in their name; every British citizen carries roughly $55,000 in national debt.

4/ The payoff for Oslo is as much geopolitical as it is financial. When the invasion of Ukraine shattered European gas supplies, Norway stepped into the breach. It now provides 30% of the Continent’s gas imports. Britain is a captive customer, sourcing 76% of its gas from Norway — up from 58% just two years ago.

5/ Britain still has its own reserves. The collapse of British exploration is a policy-driven crisis, not a geological one. By suffocating North Sea producers with a 78% effective tax rate via the Energy Profits Levy, Britain rendered long-term capital investment impossible.

[Chris @plobbyist]

@TowerHamletsNow What model of cameras are these? £9,500 per camera install is extremely high across 400 cameras this should be much lower.

[GB News @GBNEWS]

Octopus Energy boss warns UK faces energy emergency without North Sea drilling

https://t.co/YiBE83Rlt7

[Festus Akinbusoye @FestAKINBUSOYE]

The remarkable evidence given by @michaelgove and @AngelaRayner at today's Housing, Communities, and Local Government Committee were simply sensational. You HAVE to watch it.

We have got to have a form of capitalism that works for hardworking people who take on serious liabilities by way of mortgages. It should be absolutely unconscionable that people can buy a property, spend a lifetime paying the debt secured on the property, and they don't own the property outright.

That we 'have been doing this for centuries' or 'it was part of the deal they signed' are not good enough reasons to continue it for another century. Governments should exist to support effort, self-sustenance, and aspiration - not punish them.

Furthermore, the 40yr transition period is a complete joke and must be reversed to max. 20yrs, if not less. Lord Gove is spot on here.

Watch the full session here 👇🏽
https://t.co/IbSF1mXrYg

[Sharestep @SharestepAI]

🌐 DEEP SCAN: $NVDA

Nvidia nuked the sceptics with mike-drop results.

EPS: $1.76 vs $1.53 ⇨ 15% upside
Revenue: $68.1B vs $65.91B ⇨ 3% upside

Shares on an INSANE rally after hours.

$NVDA suppliers are likely to continue to see tailwinds. Below are 10 of the best:

[Politics UK @PolitlcsUK]

🚨 WATCH: Kemi Badenoch says Keir Starmer should ask why Labour MPs are being called "the paedo defenders party"

#PMQs

[Sharestep @SharestepAI]

@shanaka86 IBM isn't even the worst of it.

All kinds of stocks with COBOL in their stack are getting fried.

[Andrew Neil @afneil]

Some corrections:
You inherited 2% inflation. It doubled in 12 months after you became Chancellor. It is still 50% above the rate you inherited and 50% above target. It should fall to target 2% this summer. So two years to get back to where you started! What’s to boast about that?
Interest rates have been falling everywhere. UK cuts, which you don’t control, have been fewer and smaller because of your inflation record. We still have highest interest rate in G7. The Bank has made some cuts for the simple reason the economy is flat on its back. Well done.
Borrowing is slowly falling from a very high base. Almost six years after the pandemic-induced recession, we’re still borrowing around 4% GDP. And borrowing costs are the highest in the G7.
Retail sales are up in recent months. We’ll see how long that’s sustained. But the hospitality and construction industries are in crisis. Plus our massive services sector is stagnant.
UK fastest G7 economy? That’s simply a bare-faced lie. We grew by 0.1% in Q3 2025; and another 0.1% in Q4. End of.

[Kemi Badenoch @KemiBadenoch]

Unemployment at a 5 YEAR HIGH under Labour. While Keir Starmer is distracted by scandals and endless U-turns, families are being punished.

Labour are killing jobs, killing growth and killing hope for the next generation.

Only @Conservatives have a plan to get Britain working.

[LBC @LBC]

'This is the biggest political corruption scandal of our lifetime...'
'Within seconds he leaked sensitive information to Jeffrey Epstein.'

From 'secret tunnels' to the bank bailouts, @maitlis and Shelagh Fogarty plumb the depths of Peter Mandelson's 'gobsmacking' corruption.

[GB Politics @GBPolitcs]

🚨NEW: Labour have been found to have exaggerated the fall in NHS waiting lists

Trusts are being paid £3 million a year to remove patients from lists who may have died, no longer need treatment or no longer want it

This accounts for almost the entire reduction, with hospitals carrying out 10% fewer operations than last year