So... I've kind of grown myself an audience I never really expected or intended to. My account is sort of a novelty; I post and pin my monthly updates, which seem to be the driver (and which massively overstates my competence), and I *occasionally* write an alpha-laden post on a name I hold and don't think is getting good discussion, but largely I just retweet stuff I like and browse around. With that in mind, I'd like to highlight some accounts wrongfully smaller than mine which post far more actionable and sophisticated intelligence with far more frequency. In no particular order: @UCompounders has written some simply excellent content on my two big sectors, mining and defense. He highlights tons of interesting research pulled from financial journals as well. @StableBread pulls together tons of information on stocks I follow into easily readable posts. He's also building really stellar tooling for research, parsing and surfacing information buried in filings. @MicrocapDr brings tons of experience, an attention to detail, and a critical eye, to many microcaps, especially in the energy space. @thegresearch is a young analyst bringing serious research to bear in an array of industries. Puts up great performance as a testament to skill. @aviancapital is sitting just behind me on follower count but should be way ahead. Provides excellent perspective on the environment we're in, posts excellent research, and has launched a L/S fund that, if you're an accredited investor, may be of interest to you. @Raunav410657 digs into overlooked opportunities across an array of drivers and catalysts, and posts excellent alpha-rich articles on SS. If you're into metals and mining, I'm not sure there are many people posting better industry and technical content than @HankRuehl. @bmb21 is a sophisticated microcap investor worth paying attention to. Lower volume, higher signal. There are of course many great names I'm missing, but for my feed, these are names I've been very happy to see, and each of them contribute far more value than I do. Seriously, I don't deserve the reach I have (even if it's small in the grand scheme). Each of the above have a legitimate reason to be followed more than I. Give em a look.

🚨☣️More details on the Oct 1st pneumonic plague outbreak in Siberia, after a lab accident at a BSL-3 lab. "FSB units accompanying ambulances transporting people who had been in contact with [lab tech] Shipilova for medical examination," as per local news. This is significant. FSB is Russia's domestic security / counterintelligence service, tasked w/implementing the national security of Russia." (Its predecessor was the KGB). This suggests quarantine was not voluntary. It also means Russian authorities are treating the lab accident and plague outbreak as a national security issue, involving a lot more than routine public health.

Warzone out here in Fort Lauderdale.

🚨 BREAKING: Ken Griffin is donating $2 BILLION to launch a Carnegie Mellon University campus in Miami.. the largest individual gift to higher education in U.S. history. The new 35-acre campus will be located in Wynwood and focus on computer science, AI, robotics, technology and innovation. This is a MASSIVE win for Miami’s evolution into a global tech and innovation hub.

Through the VOICE trial, Terry is using his Neuralink implant to help fine-tune a brain-to-voice interface for himself and others who can’t speak. He trained the algorithm first by miming speech as best he could, then by simply thinking the words and hearing them come out in his own natural voice. Powered by Grok Voice from @spacexai

The new Surface Duo. There’s a new way to get things done. Available today: msft.it/6012TtMgr #DoOneBetter

This feels like a squeeze. Back in the ES short at 7745. Last time oil was this high, the s&p was 300+ points lower.

New from us: The Foldable iPhone Launch Hits a Margin Wall trendthesis.substack.com/p/t…

Adventure through Hyrule and become the Hero of Time when The Legend of #Zelda: Ocarina of Time releases Nov 5 on Nintendo Switch 2. #NintendoDirect