Sublime
An inspiration engine for ideas

“OET will commence trading on NYSE from December 11, 2023 (...) under the ticker ECO”
In celebration of the Greek Cult of Eco coming to America, here is a bird's eye view of their fleet: https://t.co/kU4orOd1k2

Bilt raised a $150M extension of the last round & shared #s!
-EBITDA profitable now & in 2023
-has ~$400M of cash on the balance sheet, of the $563M in equity raised.
-$30B of card spend, up 50% since BOY (comp to Delta at ~$200B, obv a much older... See more
caution.
Less familiar to Western analysts is Idemitsu Kosan, but it is a significant player in the Japanese petrochemical sector. It operates four major refineries and three integrated chemical complexes in the country and generated more than $60 billion in revenue in the past twelve months.
Less familiar to Western analysts is Idemitsu Kosan, but it is a significant player in the Japanese petrochemical sector. It operates four major refineries and three integrated chemical complexes in the country and generated more than $60 billion in revenue in the past twelve months.




Eaton Call:
-Boyd acquisition expands data center wallet share to ~$3M per megawatt: Acquired Boyd for $1.7B 2026 revenue at 25% EBITDA margins (70% YoY growth); adds $500K per megawatt in liquid cooling content; liquid cooling market growing 35% CAGR to $15B-$18B by 2030 as NVIDIA chips escalate from 120KW (GB200) to... See more

What are your thoughts on Global Atomic's $GLO $GLATF press release? #uranium https://t.co/uJM1tTETqJ




Here are the visiting warships to NAVDEX 2025 exhibition. I had visited some of them, unfortunately not all of them due to the time limitation.
⚓️UAE Navy’s 2nd Gowind-class corvette Al Emerat. This ship is the most heavily armed and sophisticated built by Naval Group so far. https://t.co/jWkjz0Rn44

Positive FY23 results out from Duratec $DUR
+59% Revenue YoY
+ 146% Net Income YoY https://t.co/Jz8tD7rluq



