Core Insights - A 27-year-old MIT student conducted a study on AI that initially impressed top economists but ultimately faced significant challenges and setbacks [1] Group 1: Economic Developments - The student’s research focused on major economic developments related to supply chains, infrastructure, and commodities [1] Group 2: Investment Analysis - The analysis aims to provide actionable investment ideas with a particular emphasis on dividend growth opportunities [1]

Core Insights - The article emphasizes the importance of in-depth research on various income-generating investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs [1] Group 1: Research and Analysis - iREIT on Alpha offers comprehensive research services aimed at providing insights into real estate investment trusts and other income alternatives [1] - Leo Nelissen is highlighted as an analyst focusing on significant economic developments, particularly in supply chains, infrastructure, and commodities, contributing to actionable investment ideas [2] Group 2: Analyst Disclosures - The article includes disclosures regarding beneficial long positions in specific shares, indicating the analyst's vested interest in TPL and LB [3] - It clarifies that the opinions expressed are those of the analyst and not influenced by compensation from external sources [3]

Breaking news right now in fact on Amazon. Mackenzie Seagalos joins us now in what's been a very busy day of news making for this company. What's this.>> Yes, it has been Scott. Third announcement of the day. Amazon investing another $15 billion into Northern Indiana to build an AI data center campus.Now this will serve multiple customers and a source tells me it's not directly tied to that new open AI contract. But what we do know is that the project adds 2.4% gigawatts of capacity, enough to power 1.8% 8 ...

RT Vijay Selvam (@vijayselvam)Great point re torrents being broken up vs Bitcoin archival nodes. Agree on that distinction. I definitely would not venture that “bits are bit” is or will be the legal position internationally. Nobody knows is the answer. Ease of accessibility may be a factor but there will almost certainly never be a consistent international position on this that node runners can safely take comfort in.I would nevertheless note:- knowledge / intention (as opposed to strict liability) is typic ...

RT Poof (@poofnew)solana is finally in the era where quality meets vibespeople aren’t impressed by speed alone anymorethey care about products that feel good and actually get usedthe infra convo has moved from “can it handle load”to “can it support entire businesses being built on it”devs are pushing past engagement-bait launchesand treating shipping like an actual craftbetter DX, better tooling, better polishthe bar is rising across the board(and yes… v2 is built for exactly this moment) ...

87 ai companies hold $26.8b in bitcoin as collateral. coinbase launching agentkit on solana to let these ai systems manage capital autonomously. agents need sub-200ms execution and 24/7 markets. crypto is the only rails that work. infrastructure plays before agent volume hits are free money ...

RT Isabella Chen (@I_ChenCrypto)Cloudflare goes down globally and decentralization stops being a crypto narrative. starts being a business continuity question.This is how the institutional conversation shifts. Not through ideology. Through infrastructure failures. https://t.co/zYlUbkrs7N ...

Infrastructure Condition - Current train infrastructure limits train speed due to outdated systems [1] - Existing infrastructure is approximately 100 years old, designed for slower trains [2] - Infrastructure upgrades are necessary to enable faster train speeds [2] Challenges and Solutions - Replacing the infrastructure is a time-consuming process [2] - Upgrades include rails and electrical systems [1]

I wonder if you think the UK is on its way to being uninvestable. >> The simple answer is yes. Um, no.So, I have a particular perspective. I invest in real in in the business. I'm I'm not a financial investor. I'm a investor in operating businesses.and to operate in the UK. I mean, I was just I I don't particularly like the guy, but I was watching a video by Dominic Cummings about uh the A66 in North England, and there they've got a this is an uh 18 mile stretch of road where they want to move it from singl ...

Talk to us, first off about the year that was and are more people, Roger, choosing the train because of the reliability problem of planes. Ira, good to be here today. Thank you.Yeah. So let's talk about 2025. This is a great time to be here at Amtrak.I'm certainly very excited about it. We just had our record year in terms of ridership. We carried 34 and a half million customers, and I think we did that by running a good railroad, focusing on things like on time performance, cleanliness, customer service.Th ...