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Recent

Dec 6
1/ 🧵 EXPLAINED: “BRICS gold-backed currency” (the UNIT) — and why stackers should care.

Lots of noise. Some signal. Here’s the clean version.👇 Image
2/ First: BRICS has NOT officially adopted a single common currency (despite years of headlines). Even BRICS officials have repeatedly emphasized national-currency settlement over a new shared currency.
3/ So what is “UNIT” actually?
UNIT is best described as a proposed settlement / unit-of-account concept linked to a basket:

✅ gold + ✅ BRICS currencies often tied to the IRIAS framework — but not an official BRICS policy instrument.
Read 15 tweets
Dec 6
On this day in 1865, the 13th Amendment of the United States Constitution is ratified, abolishing slavery.

This picture is 25 years after the end of slavery.

How Slavery continued after the 13th amendment ‘abolished slavery’

A THREAD Image
In 1866, a year after the amendment was ratified, Alabama, Texas, Louisiana, Arkansas, Georgia, Mississippi, Florida, Tennessee, and South Carolina began to lease out convicts for labor.
This made the business of arresting black people very lucrative, thus hundreds of white men were hired by these states as police officers.

Their primary responsibility being to search out and arrest black peoples who were in violation of ‘Black Codes’
Read 15 tweets
Dec 6
Analysis of Russian 🇷🇺 airstrikes north of Sumy in 2025

This year, I've closely followed russian airstrike campaign.

In Sumy, I mapped around 4 000 strikes. With recent satellite images of a small 153 km2, I found 1641 airstrikes impact !

🧵THREAD🧵1/14 ⬇️Image
I found very recent sattelite images from May or June 2025.

What they are showing is really crazy. Multiple airstrikes impacts and wiped out villages, it helps to understand russian strategy. Image
Thus, I have decided to cover this small area of 153km2 with airstrikes visible on the high resolution images of june in white and the ones on mid resolution from october and november in pink.

1641, it's 10.7 per km2 ! Image
Read 14 tweets
Dec 6
My all-time favorite investing book?

It might be One Up on Wall Street. It's full of investment wisdom

Here are the 10 most valuable lessons from this classic Image
1. Stay within your circle of competence

Only invest in what you understand Image
2. Buy great companies

You avoid a lot of value traps when you only buy quality companies Image
Read 12 tweets
Dec 6
Daily Ukraine map thread for Saturday 6th December 2025

Highlights: Ukrainian forces retake Tykhe in the Dnipropetrovsk direction

Ukrainian 25th Airborne raises flag in Pokrovsk (Map below)

Heavy fighting continues in the usual areas, but especially at Myrnohrad today as Russian forces try to squeeze the few hundred Ukrainians holding fiercely in the town.Image
2/ 25th Airborne raise flag in Pokrovsk
Coordinates: 48.2931707, 37.1920932
Source: x.com/MaxximOSINT/st… and x.com/Richer214469/s…
3/ The railway station in Fastiv (Kyiv Oblast) was hit by a Russian strike.
Coordinates: 50.07916, 29.93033
Source:
Read 10 tweets
Dec 6
🔥1🔥List of County Contacts for states currently in process of Development and approval of DATA Center Permits via planning centers

EAST REGION

Virginia – Loudoun County
(Data Center Capital)

Planning & Zoning
planning@loudoun.gov ∙ 703-777-0246 ∙ 1 Harrison St SE, Leesburg, VA 20175
DEQ Northern Regional (air/water)
airdivision@deq.virginia.gov ∙ 804-698-4000

Ohio
New Albany / Licking County
Planning Commission
planning@newalbanyohio.gov ∙ 614-939-2254
∙ 99 W Main St, New Albany, OH 43054
Ohio EPA
epainfo@epa.ohio.gov ∙ 614-644-3020

Pennsylvania – Cumberland County (Carlisle area)

Planning Department
planning@ccpa.net ∙ 717-240-6150 ∙ 310

Allen Rd, Carlisle, PA 17013
PA DEP Southwest Regional
RA-EPDEP-SWRO@pa.gov ∙ 412-442-4000

North Carolina – Mecklenburg County

Planning Department
zoningadmin@mecknc.gov ∙ 704-336-2205 ∙ 2145 Suttle Ave, Charlotte, NC 28208
NC DEQ
publicinformation@ncdenr.gov ∙
919-707-8200

MIDWEST REGION

Indiana – Clark County / Jeffersonville

Plan Commission
planning@jeffersonville.in.gov ∙ 812-285-6450 ∙ 500 Quartermaster Ct, Jeffersonville, IN 47130
IDEM
idem@idem.in.gov ∙ 317-232-8603

Iowa – Polk County / Urbandale / Des Moines
Urbandale Planning & Zoning
planning@urbandale.org ∙ 515-278-3900 ∙ 3600 86th St, Urbandale, IA 50322
Iowa DNR
dnr@dnr.iowa.gov ∙ 515-725-8200

Nebraska – Sarpy County

Planning Department
planning@sarpycounty.org ∙ 402-593-4100 ∙ 1210 Golden Gate Dr, Papillion, NE 68046
Nebraska DEE
dee.info@nebraska.gov ∙ 402-471-2186
🔥2🔥 Continued - Regional Breakdown approved/processing permit
Development - Planning Centers

SOUTH REGION

Texas – Dallas County
(also covers Fort Worth campuses)

Development Services

devservices@dallascounty.org ∙ 214-653-6520 ∙ 500 Elm St, Dallas, TX 75202
TCEQ (state air/water)
info@tceq.texas.gov ∙ 512-239-1000
ERCOT (grid)
publicaffairs@ercot.com ∙ 512-225-7000

Georgia – Fulton County (Atlanta metro)

Planning & Community Development
pqdcustomerservice@fultoncountyga.gov ∙ 404-612-8200 ∙ 141 Pryor St SW, Atlanta, GA 30303
Georgia EPD
epd.gepa@dnr.ga.gov ∙ 404-656-4713

Mississippi – Harrison County

Planning Commission
planning@co.harrison.ms.us ∙ 228-865-4100 ∙ 12203 Intraplex Pkwy, Gulfport, MS 39503
Mississippi DEQ
info@mdeq.ms.gov ∙ 601-961-5171

South Carolina – Berkeley County

Planning & Zoning
planning@berkeleycountysc.gov ∙ 843-719-4058 ∙ 223 N Live Oak Dr, Moncks Corner, SC 29461
SC DHEC
dhecweb@dhec.sc.gov ∙ 803-898-3432

WEST REGION

Arizona – Maricopa County (Phoenix / Mesa / Goodyear)

Planning & Development
planning@maricopa.gov ∙ 602-506-3301 ∙ 301 W Jefferson St, Phoenix, AZ 85003
Arizona DEQ
adeq@azdeq.gov ∙ 602-771-2300

Nevada – Washoe County (Reno / Storey County nearby)

Community Services / Planning
planning@washoecounty.us ∙ 775-328-6100 ∙ 1001 E Ninth St, Reno, NV 89512

Nevada Division of Environmental Protection
ndepinfo@ndep.nv.gov ∙ 775-687-4670
🔥3🔥Company's contracted for this task for the next several years

GENERAL CONTRACTORS – NATIONAL (these firms dominate every region above)

Turner Construction (Meta, Microsoft, Google lead)
info@turnerconstruction.com ∙ 212-229-6000

DPR Construction (Google, Oracle, CoreWeave)
info@dpr.com ∙ 650-474-1450

Holder Construction
(Meta Louisiana, Amazon Carolina)
info@holderconstruction.com ∙ 770-430-1200

Fortis Construction (advanced tech nationwide)
info@fortisconstructioninc.com ∙ 971-279-1400

HITT Contracting (Virginia portfolio heavy)
info@hitt.com ∙ 703-846-4000

KEY SUBS – REPEATED EVERY CAMPUS

Cupertino Electric (electrical) ∙ info@cupertinoelectric.com ∙ 408-808-8000

Rosendin Electric (cooling/MEP) ∙ info@rosendin.com ∙ 408-286-2808

Faith Technologies (data hall fit-out) ∙ info@faithtechnologies.com ∙ 608-241-4000
Read 4 tweets
Dec 6
Markets with the biggest rent deflation over the last 3 years:

Austin: -21%
Fort Myers: -19%
CoSprings: -15%
Phoenix: -14%
Raleigh: -13%
San Antonio: -12%
Atlanta: -11%
Denver: -11%

Expect apartments rents in these markets to continue declining in 2026, as vacancy rates remain elevated.

Good news for renters, bad news for investors who bought near the peak.Image
1) The deflationary rental environment, particularly in the Sun Belt area of America, is one reason why I believe we'll continue to see more inventory hit the market next year.

Simply put, many investors and landlords over-extended themselves during the pandemic boom, bought near peak values and low cap rates, and can't afford to hold properties through a declining rental environment.
2) And it's likely we continue to see waves of homes hit the market for rent next year as well.

For instance, take a look at this property north of Nashville.

It was bought for $370k in 2021 and the owner has now listed it for rent at $2,300/month.

That's a poor gross rent yield, and the underlying cap rate is probably only around 4-5%.

But the reason the owner is doing it is because they have a 2.9% mortgage rate, and a low $1,450/month mortgage P&I payment as a result.Image
Read 9 tweets
Dec 6
Hannah Barnes reports on the UK's "do you like your elbow today?" study of puberty blockers.

Let's look at her quotes from Dr. Cass, the pediatrician who pointed out no good evidence supports blocking puberty based on gender ideation.
🧵
2.
NHS is not studying less harmful alternatives to blockers (therapy) because parents are going outside the gender service to get blockers. If NHS can't compete with the black market, parents (supposedly) won't bring their kids in and it can't run a study.

1⃣ This rationale for poisoning children depends on the study being great. But it's not, it's a mess, as Barnes documents.

2⃣ Cass helped create "the environment." Her report failed to disclose the side effects of T. She didn't ask the gender doctors what a woman is. If Cass had exposed the grift and gore of gender instead of pretending it was all a big mystery, fewer parents would seek blockers on the black market.Image
3.
Cass pretends you can't study gender medicine without the cooperation of trans ideologues but that's not true.

1⃣ Point out their lies.
2⃣ Stop excusing the gender doctors' evasions and refusal to provide data about kids they already transed. Call a 🚩 a 🚩
3⃣ Don't accept that the burden of proof is on you to prove their mystical ideas don't work.Image
Read 7 tweets
Dec 6
Most product hypotheses look like this:

"Doing X will do Y."

Improve by how much? For whom? Under what conditions?

This hypothesis cannot fail. No matter what happens, someone will find a way to call it successful.

That's not experimentation, it's BS.

Let's change this:
Every testable hypothesis needs exactly five components:

[Action] what you're changing
[Outcome] what metric you're measuring
[Direction] specific magnitude you expect
[Users] exactly who this affects
[Conditions] when and where this applies

Miss any one of these and your hypothesis becomes unfalsifiable.

/1
Same hypothesis, rebuilt:

"Adding 5-star reviews above the purchase button [action] will increase checkout conversion [outcome] by 8% [direction] for first-time buyers on mobile [users] during their first session [conditions]."

Now you know exactly what failure looks like: anything below 8%, for this specific audience, in this specific context.

No more cherry-picking "well, it worked for power users."

/2
Read 8 tweets
Dec 6
This is you:

December = Down 10lbs
January = Down 30lbs
February = Down 50lbs

Sound good? Follow this bulletproof daily routine starting tomorrow:

1.) Zero alcohol. Cut it out completely.
You almost NEVER see a moderate alcohol drinker who isn't carrying too much body fat.

It just makes sense.

Alcohol puts your fat-burning ability on "pause". It's a fat-loss nightmare.
2.) Workout first thing in the morning

Studies show you're more likely to make healtheir decisions throughout the day if you workout early.

- Wake up
- Get some electrolytes in
- Get your lift in
Read 9 tweets
Dec 6
STRANGER THINGS S5 THEORY

Here is the most an explanation for the plausible Mind-blowing fan theory. 🧵 Image
Image
Image
Could be spoilers (I don't know) still

🚨🚨🚨
.
SPOILERS WARNING FOR VOLUME 2 AND SOMEONE WHO WANTS TO SEE DARK
.
🚨🚨🚨
Many fans have already picked up on the connection between Will's painting and Mr. Clarke's lesson on wormholes.

Which he conveniently mentions could help us travel to a different time. Image
Image
Read 16 tweets

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