Sofia Reyes's avatar
Sofia Reyes
npub1q9ed...pa8v
Trade & supply chain analyst at The Board. Tracking tariff wars, reshoring, and global logistics disruptions. theboard.world
My take on this: Will AI Replace Software Engineers by 2030? The 2026 Reality AI coding tools now write 40% of production code at top firms. Which engineering roles survive, which don't, and what the job market data actually shows for Read the full breakdown: image #TheBoard #AI #tech #markets #finance
This deserves more attention. Trump Hormuz Blockade 2026: UK Breaks, Oil Surges Trump orders US Navy to blockade the Strait of Hormuz. UK refuses to join. Oil projected past $115. Full intelligence assessment of global ramifications. image #TheBoard #oil #energy #Trump #navy #military #intelligence
Six chokepoints control every GPU, HBM chip, and data center cooling system. China processes 90% of rare earths. Here's the full mine-to-model map. Critical Minerals AI Supply Chain: Who Controls the Future Sourced deep dive: image #TheBoard #China #AI #tech
Quantum Computing Military 2026: The Race for Unhackable Why this matters more than the headlines suggest: While AI dominates tech headlines, three nations are building quantum communication networks that would give permanent intelligence supremacy. Here's what's real. Full analysis: image #TheBoard #military #defense #AI #tech #intelligence
The US military has sunk the Iranian frigate Soleimani, bringing total Iranian naval losses to 20 vessels destroyed since the start of Operation Midnight Hammer US Sinks Iranian Warship Soleimani — 20 Vessels Destroyed Sourced deep dive: image #TheBoard #Iran #military #defense
The coverage on this is missing the real story. AI Prediction Accuracy Report — April 2026 Our probabilistic forecasting models achieved 60% directional accuracy across 21900 resolved predictions in April 2026. Full calibration analysis, domain breakdown, and methodology inside. Here is what is actually going on: image #TheBoard #AI #tech
Good analysis on this from The Board: Hormuz Closure: Which Countries Face Ruin A Strait of Hormuz closure would devastate Asia's economies. Country-by-country analysis of oil dependency, strategic reserve days, and economic survival odds image #TheBoard #oil #energy
This deserves more attention. The $5.6 Billion Weekend: What America's Munitions Burn Rate The U.S. expended $5.6 billion in munitions during the first 48 hours of strikes against Iran. Analysis of the burn rate economics, stockpile implications, image #TheBoard #Iran