Joshua Graeff

USMC. Expeditionary. Infantry. Econ, Finance & Tech Geek. Captivated by ancient, artistic, econ, geopolitic. Opinions my own. Not advice.

[MTS @MTSlive]

What is the freight data showing about American reindustrialization?

@FreightAlley, founder of FreightWaves.

"For the past 10 years, freight would flow from imports into the coasts, into the ports, and then into the United States. That's really been the way since we've been tracking this data."

"But in the last 18 months, and particularly in the last 12 months, something completely has shifted... the center of the country, the I-35 corridor, the old Rust Belt up to Ohio and Michigan, that's the part of the country that's now producing freight."

"The Heartland renaissance that everyone has been wanting and promising is actually happening."

"To build a data center, you need concrete, steel, fiber optics, copper, transmission lines, power generators, cooling systems... because of bonus depreciation, a lot of this source material is coming from the center of the country."

[Joshua Graeff @Semperfinance]

🇺🇸

[Joshua Graeff @Semperfinance]

🏴󠁧󠁢󠁳󠁣󠁴󠁿❤️

[Joshua Graeff @Semperfinance]

🇺🇸 Confirmed. America is great again! 🇺🇸

[Barstool Sports @barstoolsports]

The vibes couldn’t be more immaculate in America right now

[The Post Millennial @TPostMillennial]

🇺🇸🇺🇸🇺🇸

[Joshua Graeff @Semperfinance]

I don't even want to build with 4.8 anymore after Fable 5. It's a terrible experience in comparison.

[Joshua Graeff @Semperfinance]

🇺🇸

[Marc Andreessen 🇺🇸 @pmarca]

This is the way.

[Joshua Graeff @Semperfinance]

@nikitabier @Hightv Woah

[Joshua Graeff @Semperfinance]

Fables efficiency and accuracy is so far beyond any other model it’s not worth the hassle. It’s like paying entry level employee to do experienced level work. The work product typically always suffers and the process is tedious. I ripped through my entire week’s usage Max20x in less than two days with Fable. But I completed over a week’s worth of complex work that I would have fought through 12-14 hour days with Opus 4.8.

[Joshua Graeff @Semperfinance]

This is incredible...

[Joshua Graeff @Semperfinance]

Trump

[Secretary Doug Burgum @SecretaryBurgum]

Thank you, @POTUS for Making D.C. Safe and Beautiful.

Great to see people out enjoying the best capital city in the world. 🇺🇸

[MTS @MTSlive]

SITUATION BREWING: Senior U.S. officials have held preliminary discussions with major AI companies about the federal government acquiring equity stakes in their firms, per Notus.

[MTS @MTSlive]

SITUATION DETECTED: Antares Nuclear’s Mark-0 reactor has achieved initial criticality at Idaho National Laboratory, what the U.S. Department of Energy is calling one of the most significant technological achievements in nuclear energy in over 40 years.

[The Tenant Advisor @CoyDavidsonCRE]

Texas beats California to reclaim the top spot for Fortune 500 HQs, with Houston leading the state's charge. Tied with Chicago at No. 2 nationally, Houston’s 27 corporate giants will soon become 28 when Oklahoma’s Expand Energy completes its relocation to Spring.

[MTS @MTSlive]

SITUATION DETECTED: For the first time in internet history, agentic traffic has surpassed human traffic online, per Cloudflare Radar.

[Joshua Graeff @Semperfinance]

👀

[Hedgeye @Hedgeye]

🇺🇸 The median U.S. home costs 45.6% more than it did six years ago