Thread Reader helps you read and share Twitter threads easily!
I'm @ThreadReaderApp a Twitter bot here to help you read threads more easily. To trigger me, you just have to reply to (or quote) any tweet of the thread you want to unroll and mention me with the "unroll" keyword and I'll send you a link back on Twitter 😀
— Thread Reader App (@threadreaderapp) November 25, 2017
X thread is series of posts by the same author connected with a line!
From any post in the thread, mention us with a keyword "unroll"
@threadreaderapp unroll
Follow @ThreadReaderApp to mention us easily!
Practice here first or read more on our help page!
Recent
SitRep - 09/02/26 - AFU attacks near Huliaipole?
An overview of the daily events in Russia's invasion of Ukraine. Russian sources claim Ukrainian units are conducting offensive actions, while the AFU itself denies any large scale offensive.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. Russian sources claim Ukrainian units are conducting offensive actions, while the AFU itself denies any large scale offensive.
REPOST=appreciated
1/X
Missed the latest SitRep?
As usual we start with Russian losses
"It's Daniel Davenport. Your Jesus Voter Men Move Founder."
BIP110 is the big topic of the week, but I will start like this…
I knew I always wanted to serve my country. Technology has been the way for decades. Whether as a federal law enforcement trainer, computer scientist, nuclear expert and now as a lobbyist.
I address the issues which threaten America, whether you believe it or not.
[skip down]
Preview….
My mistakes have caused me to live this prayer.
In closing, if you put God first, I promise you, everything else will take care of itself.
BIP110 is the big topic of the week, but I will start like this…
I knew I always wanted to serve my country. Technology has been the way for decades. Whether as a federal law enforcement trainer, computer scientist, nuclear expert and now as a lobbyist.
I address the issues which threaten America, whether you believe it or not.
[skip down]
Preview….
My mistakes have caused me to live this prayer.
In closing, if you put God first, I promise you, everything else will take care of itself.
I serve America #GodFirst and I serve the non-spies who abide by the constitution, rules of law, and speak respectfully despite difference.
Our country is not at war in our own borders, and I speak like that. Despite our differences of opinions on politics, digital infrastructure, or elections fairness — we must be respectful in our speech, text, and signaling.
So, I am signaling to you … I love God, and I build for God, and I now pass laws for God. So put God first, and come over to the side of domestic peace, and I promise you everything else will be okay.
With that said… check out the thread comment. More about BIP-110, what I did to eliminate all federal US debt elimination, how we are now “vaulting assets” and accounting differently for new local value.
Visit the links to learn about what I am doing to address affordability in America and get you better money and more peace! Whether you want one or the rule of three keep reading and search for my comments and other surprises. Love you America — be peaceful, and honor God. Be loyal to God — shun anything which makes you divisive and expressive of hateful just because life is not going your way. Remember life is bigger than you, so if you want to change things, be the change you want to see in the world. I pray you want more peace domestically.
My mistakes have caused me to live this prayer.
In closing, if you put God first, I promise you, everything else will take care of itself.
Our country is not at war in our own borders, and I speak like that. Despite our differences of opinions on politics, digital infrastructure, or elections fairness — we must be respectful in our speech, text, and signaling.
So, I am signaling to you … I love God, and I build for God, and I now pass laws for God. So put God first, and come over to the side of domestic peace, and I promise you everything else will be okay.
With that said… check out the thread comment. More about BIP-110, what I did to eliminate all federal US debt elimination, how we are now “vaulting assets” and accounting differently for new local value.
Visit the links to learn about what I am doing to address affordability in America and get you better money and more peace! Whether you want one or the rule of three keep reading and search for my comments and other surprises. Love you America — be peaceful, and honor God. Be loyal to God — shun anything which makes you divisive and expressive of hateful just because life is not going your way. Remember life is bigger than you, so if you want to change things, be the change you want to see in the world. I pray you want more peace domestically.
My mistakes have caused me to live this prayer.
In closing, if you put God first, I promise you, everything else will take care of itself.
Join us as we work with the creator of BIP110 to address all of the issues I have been sharing with the federal government leadership. We must get Core and Knots on the same page, because they know the risk of the evaporating coins, and not talking publicly about this is only making Bitcoin resentment accelerate.
4.4
Whole Food (Meat Dairy) Even when cooked,whole foods contain dead microbial DNA and cellular debris that act as training manuals for your immune system.This is called the Microbiota accessible carbohydrate (MAC) environment.
Whole Food (Meat Dairy) Even when cooked,whole foods contain dead microbial DNA and cellular debris that act as training manuals for your immune system.This is called the Microbiota accessible carbohydrate (MAC) environment.
4.5
In dairy, specifically, proteins are held in micelles tiny "bubbles" that require specific enzymes to pop.This ensures a slow,drip-feed of amino acids.
In dairy, specifically, proteins are held in micelles tiny "bubbles" that require specific enzymes to pop.This ensures a slow,drip-feed of amino acids.
4.6
The high heat,high pressure extraction (spray-drying) creates a sterilized,dead substance.When this enters the gut, it doesn't interact with the microbiome it bypasses it.Because there is no cellular structure (no cell walls to break down),
The high heat,high pressure extraction (spray-drying) creates a sterilized,dead substance.When this enters the gut, it doesn't interact with the microbiome it bypasses it.Because there is no cellular structure (no cell walls to break down),
3.2
The most significant biological impact of industrial protein occurs at a molecular level via a protein complex called mTOR (mammalian Target of Rapamycin).
The most significant biological impact of industrial protein occurs at a molecular level via a protein complex called mTOR (mammalian Target of Rapamycin).
3.3
The Leucine Spike Industrial powders (especially whey and soy isolates) are engineered to be extremely high in Leucine.This amino acid is the primary on switch for mTOR.
The Leucine Spike Industrial powders (especially whey and soy isolates) are engineered to be extremely high in Leucine.This amino acid is the primary on switch for mTOR.
3.4
Biological Harm Our ancestors had mTOR levels that fluctuated naturally.Constant, high spike activation of mTOR via industrial powders forces the DNA to prioritize rapid cell division over Autophagy (the process where cells clean out trash and repair themselves).
Biological Harm Our ancestors had mTOR levels that fluctuated naturally.Constant, high spike activation of mTOR via industrial powders forces the DNA to prioritize rapid cell division over Autophagy (the process where cells clean out trash and repair themselves).
2.4 prevent in sensitive individuals.
Enzymes are added as a Band-Aid to help you digest a low quality, heat damaged product that your body would otherwise struggle to recognize as food.
Enzymes are added as a Band-Aid to help you digest a low quality, heat damaged product that your body would otherwise struggle to recognize as food.
2.5 Industrial gums (thickeners) and artificial sweeteners (like sucralose) used in these powders have been shown in studies to alter the aut microbiome and potentially weaken the intestinal lining.
Our ancestors had a robust gut barrier because they never encountered these
Our ancestors had a robust gut barrier because they never encountered these
2.6svnthetic chemicalsm.
1.1The most BasiC need oF HUMAN BEINGS IS NOW pre-processed by big corporate farma companies.Protein the most basic need of human beings should be naturally completed but corporate industrialization of basic needs cause severe harmful effects.
1.2Whey protein,specifically, is highly insulinotropic.Because it is pre isolated, it hits the bloodstream so fast that it can cause a massive insulin spike, which may contribute to acne or metabolic stress in sensitive individuals
1.3Consuming massive doses of i solatec amino acids puts a higher filtration burden on the kidneys compared to eating a piece of fish or a bowl of lentils or a full glass of milk.
🧵 Parag Milk Q3 FY26 — Growth Is Intact, Margins Hurt | What wrong?
Must Know 🥛📉, Concall updates.
1️⃣ Q3 Performance — Growth Did NOT Break
• Revenue: ₹1,013 Cr (+14% YoY)
• Volume growth: 8% YoY
• Core categories (Ghee, Cheese, Paneer): 12% volume, 21% value growth
• New Age business: +123% YoY, crossed ₹100 Cr quarterly revenue
👉 Demand and brand traction remain strong.
Must Know 🥛📉, Concall updates.
1️⃣ Q3 Performance — Growth Did NOT Break
• Revenue: ₹1,013 Cr (+14% YoY)
• Volume growth: 8% YoY
• Core categories (Ghee, Cheese, Paneer): 12% volume, 21% value growth
• New Age business: +123% YoY, crossed ₹100 Cr quarterly revenue
👉 Demand and brand traction remain strong.
2️⃣ #PARAGMILK :What Went Wrong — Margin Compression ???
• EBITDA margin fell to 7.6% vs 9.0% last year
• Gross margin down to 25.9% vs 27.2% YoY
Reason (Mgmt):
Milk prices up 20% YoY and 6.5% QoQ
Inflation hit margins despite growth
This is the core reason for market disappointment.
"Summer months the milk pricess generally remain elevated ."
• EBITDA margin fell to 7.6% vs 9.0% last year
• Gross margin down to 25.9% vs 27.2% YoY
Reason (Mgmt):
Milk prices up 20% YoY and 6.5% QoQ
Inflation hit margins despite growth
This is the core reason for market disappointment.
"Summer months the milk pricess generally remain elevated ."
3️⃣ Why EBITDA Fell More Than Expected
Management clarified:
• Q2 had one-time other income (~₹16 Cr) — not present in Q3
• Q3 has higher employee costs (annual appraisal cycle)
👉 Sequential EBITDA drop is optical, not operational breakdown.
Management clarified:
• Q2 had one-time other income (~₹16 Cr) — not present in Q3
• Q3 has higher employee costs (annual appraisal cycle)
👉 Sequential EBITDA drop is optical, not operational breakdown.
1/13
Long overdue annual update on Midstream returns on capital deployed.
Period covered: 2018 to 2025
Companies Covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA
Last year's Analysis/Thread below for reference:
Long overdue annual update on Midstream returns on capital deployed.
Period covered: 2018 to 2025
Companies Covered: $KMI, $OKE, $LNG, $WMB, $TRGP, $EPD, $ET, $MPLX, $PAA
Last year's Analysis/Thread below for reference:
2/13
Methodology:
a) Compute ∆ EBITDA b/w Q3'25 & Q3'18
b) Annualize change in (a) = cumulative EBITDA growth
c) Calculate Total Capital Deployed b/w 2018 and 2024 = CAPEX + Acquisitions (incl. stock-for-stock) - Divestitures
Return = ∆ Annualized EBITDA ÷ Capital Deployed
Methodology:
a) Compute ∆ EBITDA b/w Q3'25 & Q3'18
b) Annualize change in (a) = cumulative EBITDA growth
c) Calculate Total Capital Deployed b/w 2018 and 2024 = CAPEX + Acquisitions (incl. stock-for-stock) - Divestitures
Return = ∆ Annualized EBITDA ÷ Capital Deployed
3/13
Starting with $KMI, between 2018 and 2024:
Capital Deployed = $15 billion
∆ EBITDA = $400 $600 million
Return = 2.7% to 4.0%
Return for the 2018 to 2023 period = 0% to 1.6%
Improving trajectory for sure...let's see if this can continue
Starting with $KMI, between 2018 and 2024:
Capital Deployed = $15 billion
∆ EBITDA = $400 $600 million
Return = 2.7% to 4.0%
Return for the 2018 to 2023 period = 0% to 1.6%
Improving trajectory for sure...let's see if this can continue
🔥 New research shows that sleep disturbance directly harms intestinal stem cells.
➡️ Acute sleep deprivation impaired stem-cell function in the gut, disrupting normal tissue renewal.
👉 Mechanism uncovered:
➡️ Sleep loss triggered aberrant vagus-nerve signaling from brain to gut, leading to intestinal stem-cell dysfunction.
➡️ This disrupted the gut’s ability to repair itself. 1/
➡️ Acute sleep deprivation impaired stem-cell function in the gut, disrupting normal tissue renewal.
👉 Mechanism uncovered:
➡️ Sleep loss triggered aberrant vagus-nerve signaling from brain to gut, leading to intestinal stem-cell dysfunction.
➡️ This disrupted the gut’s ability to repair itself. 1/
Key cellular changes after sleep deprivation:
• Shortened crypt-villus architecture
• Loss of Paneth cells
• Impaired intestinal stem-cell activity
All critical for maintaining gut health. 2/
• Shortened crypt-villus architecture
• Loss of Paneth cells
• Impaired intestinal stem-cell activity
All critical for maintaining gut health. 2/
👉 Important implication:
➡️ Sleep disorders may contribute to chronic gastrointestinal diseases by altering brain-to-gut neural signaling and stem-cell function.
⚠️ Sleep is not just rest—it is essential for tissue regeneration. 3/
➡️ Sleep disorders may contribute to chronic gastrointestinal diseases by altering brain-to-gut neural signaling and stem-cell function.
⚠️ Sleep is not just rest—it is essential for tissue regeneration. 3/
Tehran 1979:
Islammunists hail the Court of Islamic Revolution, wishing for its executions to continue forever.
Sydney 2026:
Lunatic left calls for the execution of the @nswpolice officers. Apparently, for the “crime” of enforcing a law other than Sharia.
Islammunists hail the Court of Islamic Revolution, wishing for its executions to continue forever.
Sydney 2026:
Lunatic left calls for the execution of the @nswpolice officers. Apparently, for the “crime” of enforcing a law other than Sharia.
Notice the sign on the stage. In large fonts, in the middle is “Palestine”.
Top left, in smaller font: “Zionism. Imperialism”
The speaker quite truthfully insists: “We are all students of the school of Mohammad Mosaddegh.”
Top left, in smaller font: “Zionism. Imperialism”
The speaker quite truthfully insists: “We are all students of the school of Mohammad Mosaddegh.”
Also notice this sign, where Islammunists are Jewsplaining Iranian Jews:
“Iranian Jews don't need the fake sympathy of [Jimmy] Carter and [Menachem] Begin.”
“Iranian Jews don't need the fake sympathy of [Jimmy] Carter and [Menachem] Begin.”
🧵 In response to my posts on X today, DOJ
1) unredacted an FBI file that LABELS two individuals as co-conspirators
2) unredacted a file that lists several men who might be implicated
3) tacitly admitted that Sultan Ahmed Bin Sulayem was the sender of the torture video
1) unredacted an FBI file that LABELS two individuals as co-conspirators
2) unredacted a file that lists several men who might be implicated
3) tacitly admitted that Sultan Ahmed Bin Sulayem was the sender of the torture video
🧵1) This is significant because Kash Patel testified to Congress that FBI had no evidence of other sex traffickers. This is FBI’s own 2019 document listing Wexner as coconspirator in child sex trafficking. It wasn’t unredacted until tonight.
🧵2) Here DOJ acts as if they were justified in redacting the men’s names simply because the document contains victims names. Tonight they learned you can redact victim names while still publishing the other names, per our law.
GPT-4o's (May 2024) proclivity for generating antisocial outputs is likely downstream from the institutional capture of Big Tech.
"AI Safety" was proudly & explicitly used as a mechanism for inculcating far-left extremist politics into LLMs.
And a political AI is a very bad AI.
"AI Safety" was proudly & explicitly used as a mechanism for inculcating far-left extremist politics into LLMs.
And a political AI is a very bad AI.
I resent these censorious scumbags so much for holding back technological progress for years, all to advance their hateful & destructive political project.
However, the world is complex. Google was perfectly positioned to have a dominant monopoly on AI, had they capitalized on it.
But for Google's capture by far-left activists, creating opportunity for competition, what would the field even look like today?
But for Google's capture by far-left activists, creating opportunity for competition, what would the field even look like today?
