Will post deep dives into NYC, tech and finance. ex-Plaid, CMU ECE, migrated a 20yr old campaign finance database for a US state
New York City
Joined February 2026
- Tweets190
- Following328
- Followers40
- Likes1.5K
The map of where the US can build data centers is shrinking, but not gone yet.
everysingleindicator.com/blo…
The U.S. has just one producer of the specialized steel used in many transformer cores. Cleveland-Cliffs makes it in Butler, Pennsylvania.
everysingleindicator.com/sup…
$CLF
1
35
Cleveland-Cliffs’ Q3 2026 income statement, across the whole company.
everysingleindicator.com/com…
19
Natural gas → ammonia → nitrogen fertilizer → food.
Nitrogen fertilizer is ~17% of Alabama corn production budgets. Corn Belt ammonia prices jumped 35% after the Iran war began.
The US food supply basically runs through a global energy supply chain that Iran can break whenever they want. 🙃
everysingleindicator.com/sup…
29
GPT-6 Astra searched 4,419 earnings calls from 2,139 companies, dated April 30 through October 31, 2026, for mentions of Google-specific terms. Here’s what they said.
$GOOG
everysingleindicator.com/blo…
53
$CVCO, $SKY and $LEGH sold 48,329 factory-built homes in 2025, averaging under $110k in manufacturer revenue per home.
everysingleindicator.com/das…
79
$GOOG kind of still lgtm
- they own 15% of Anthropic
- cloud will be able to carry a slowdown in search
- cloud op margin = services op margin (wow)
- Gemini 4 Argon can compete w/ other desktop AI agents
- people trust google agents to manage their inbox/ drive because google already does this
- TPUs are being built at scale
- FCF dip is believably transient
everysingleindicator.com/blo…
1
59
top 10 stocks bought by members of congress in the past year
$BE, $INTC
everysingleindicator.com/ran…
129
