🚨 EPIC! Treasury Sec. Scott Bessent just met with El Salvador's right-wing President Nayib Bukele

President Trump met with him this morning 🔥

Bukele has performed a MIRACLE with El Salvador: He purged the courts of activists and traitors, locked up criminals and cleaned up his streets

Homicides down a whopping -98%.

BESSENT: "I was glad to hear more about President Bukele’s pro-market reforms for El Salvador and his efforts to make El Salvador a digital assets hub. We will continue to work together to advance strategies to strengthen our hemisphere."

🚨 JUST IN: President Trump CONFIRMS he wants to be involved in the selection of Iran's next leader

"Yeah — I don't want to come BACK every 10 years! We want a president who won't lead their country to WAR."

🚨 BREAKING: President Trump reveals Iran is getting clobbered so hard that there may not BE anyone left to say they're surrendering

"At some point, I don't think there'll be anyone left to say, 'we surrender!' They're being DECIMATED!" 🔥

CRAZY FOOTAGE 🔴

Apocalyptic scenes coming out of Tehran right now

🇦🇪 Dubai Real Estate Under Fire:

Fitch forecasts up to a -15% correction

These three companies are connected to four major future industries:

Space & defense
Semiconductors and AI infrastructure
Clean and nuclear energy
Advanced medical technology

$ASTI $AXTI $ASPI

🚨🚨🚨 FORGET THE MISSILES. THE REAL KILL SHOT ON IRAN IS COMING FROM DUBAI. 🚨🚨🚨

While the world watches rockets light up the sky — the UAE is quietly loading a weapon FAR more destructive than any warhead.

Dubai is reportedly considering FREEZING ALL IRANIAN ASSETS.

This doesn't sound scary until you understand what it actually means:

⚠️ Dubai has been Iran's ONLY functioning financial artery for 40 YEARS

⚠️ $9 BILLION+ flows through UAE annually — shadow oil sales, IRGC accounts, shell companies, hawala networks

⚠️ Every sanctions workaround, every secret deal, every dollar Iran moves — goes through DUBAI

⚠️ Freezing those assets doesn't just hurt Iran. It KILLS their shadow economy OVERNIGHT.

This is why it's happening NOW:

→ Iran launched 1,000+ drones and missiles at UAE targets
→ 3 killed, dozens injured ON UAE SOIL
→ Dubai was neutral for decades — profiting from both sides
→ Iran crossed the red line by attacking the hand that fed them
→ Now Dubai wants revenge — and the weapon is MONEY

No missile defense can stop this. No bunker can protect against it. No proxy army can fight it.

You can survive bombs. You can't survive having your entire financial system UNPLUGGED.

Iran's military is running out of missiles — from 350 on Day 1 to 15 on Day 8. Their leader is DEAD. Their airports are on FIRE. And now their last financial lifeline is about to be CUT.

They didn't just lose the war. They're about to lose the ability to FUNCTION as a state.

Prepare accordingly. 🚨🚨🚨

🇸🇦 🇮🇷 BREAKING | Saudi Arabia has warned Iran not to attack its territory or energy infrastructure, stating that if such attacks continue, it is prepared to carry out retaliatory strikes.

⚠️ The warning was delivered during a phone call between Saudi Foreign Minister Prince Faisal bin Farhan and Iran’s Foreign Minister Abbas Araghchi.

⚡️The pattern is simple.

The campaign has moved from military degradation to regime pressure.

At the beginning of a war you target the opponent’s ability to fight. Launch sites. Air defenses. Command structures. Intelligence nodes. That stage weakens operational capability.

When strikes start hitting economic infrastructure, the objective widens. The target becomes the system that keeps the regime functioning day to day.

Oil storage and refining infrastructure sit at the center of Iran’s economic structure. The government finances itself through energy. Subsidies, patronage networks, and security forces all depend on that flow of revenue. When those nodes burn, the pressure does not only exist on the battlefield. The pressure moves inside the country.

Every barrel that cannot be processed or moved reduces revenue. Less revenue tightens the state budget. When budgets tighten, the regime struggles to maintain subsidies and patronage. When those weaken, social pressure increases. Security forces must divert attention inward to maintain order.

This is a classic regime stress strategy.

The goal is cumulative pressure across multiple systems at once. Military. Economic. Psychological.

The deeper signal is that the campaign planners likely believe the Iranian regime is vulnerable enough that internal instability is achievable if pressure compounds.

That belief only appears when intelligence assessments suggest the regime’s internal cohesion may not be as strong as it appears.

The strikes therefore send two simultaneous messages.

One message goes to Tehran. The state’s economic foundation can be touched anywhere.

The other message goes to Iranian society. The regime cannot protect the infrastructure that supports everyday life.

Those messages are designed to create doubt inside the system.

The deeper signal is this:

The coalition fighting Iran appears to believe the regime is weaker internally than it looks from the outside.

They are applying pressure in layers. Military strikes. Economic disruption. Narrative signals about the future of the state.

That combination suggests they are testing whether the regime can absorb simultaneous shocks without cracking.

The danger lies in the uncertainty of what happens if the regime does crack.

Power vacuums in large regional states rarely resolve cleanly. Iran is a multi ethnic and geographically complex country. Kurdish regions in the west, Azeri populations in the north, Arab populations in the southwest, Baluchi areas in the southeast.

If the central authority weakens too quickly the country could experience fragmentation pressures.

This stage of a conflict often looks chaotic from the outside because the real struggle is no longer only on the battlefield. It occurs inside the political and economic structure of the target state.

That is where the outcome will ultimately be decided.

🇺🇸 🇮🇷 Phase 2 of Operation Epic Fury: the underground war

Iran hid its ballistic missiles in tunnels carved deep into mountain rock, shielded by hundreds of feet of reinforced concrete.

Standard bombs won't even scratch it.

So four B-2 stealth bombers flew 6,000 miles from Missouri, slipped through Iranian airspace undetected, and dropped dozens of bunker busters that penetrate concrete, then detonate from the inside out.

Cost per bomb: $4,000.

Cost of what it destroyed: billions.

Source: AiTelly on YT

Name another public space company that does all of this..

$RKLB is an end-to-end vertically integrated space company. They do:

- Rocket Manufacturing
- Carbon Composite Manufacturing
- Propulsion Systems
- Launch 🚀
- Solar Cell and Panel Production
- Space Components (star trackers, reaction wheels, etc.)
- Separation Systems
- Sensors and Payloads
- Flight Software
- Satellite Operations
- Satellite Bus Manufacturing

The best part? $RKLB doesn't just do all of this stuff for themselves. They sell them to the market, meaning their vertical integration also is a revenue-diversified business model.

They're a space platform. Not just a launch company.

Are $RKLB $ASTS getting into the S&P 500 sooner than we think??? 👀🔎

This is crazy.

$SATS just became the FIRST pure play space stock added to the S&P 500.

$ASTS $RKLB $PL holders pay close attention.

Yesterday the committee looked past a $14B GAAP loss to add SpaceX proxy $SATS to the flagship index.

Alongside the other adds, critical AI infra growing at hyperspeed $LITE, $COHR, $VRT, $SATS stands out like a sore thumb.

It's a former dinosauric telco operating business (Sat TV + Mobile Carrier) that recorded a $14.5B net loss for 2025.

But beneath a convoluted financial structure mired in debt and subsidiary blur....

$SATS is really just a treasury company for scarce space economy assets that's trading significantly below NAV.

The most scarce of all being a 2.2% stake of SpaceX at a $400B valuation the company got when it sold its spectrum to Starlink.

That stake alone is worth $79.70 per share based on a $1.25T SpaceX/xAI valuation.

For context, $SATS closed at $106 on Friday.

The vast majority of this company's value is just the SpaceX equity it's holding on its balance sheet.

To add further proof that $SATS has fully embraced its treasury strategy, they cancelled their Q1 earnings call.

They're basically saying - we'll see y'all after SpaceX goes public so you can value us properly.

So why did the S&P 500 committee add Echostar?

Well they pass the market cap minimum of $22B.

But their financials are a mess like I pointed out and the S&P 500 rules explicitly require positive GAAP earnings over the trailing four quarters AND the most recent quarter.

$SATS posted a $14.5B net loss for 2025.

The only way this works is if the committee stripped out the network impairment and decommissioning charges as extraordinary items.

The committee had to work hard to see the real story.

- $22.65B in cash coming from the AT&T spectrum sale in H1 2026.

- ~$11B in SpaceX equity at $400B closer to $27.8B at today's $1.25T SpaceX/xAI valuation.

- $6B+ in remaining spectrum (paired AWS-3, 700 MHz, CBRS).

- 7.5M Boost Mobile subscribers generating real wireless revenue.

Then strip out the huge subsidiary debt that EchoStar can structurally walk away from, Hughes + DISH.

And you have a very financially healthy company.

The S&P committee doesn't add companies out of charity.

They added $SATS because it's one of the most undervalued and liquid space economy vehicles in public markets.

Every index fund tracking the S&P 500 now HAS to buy $SATS.

That's ~$8 trillion in passive assets that need to allocate.

Institutional ownership will explode.
Analyst coverage will follow.
Options liquidity deepens.
And I think the market gets more efficient on this name.

Now zoom out to the bigger picture.

The S&P 500 just endorsed, whether intentionally or not, a company whose primary value is a SpaceX stake.

That's a signal.

It tells the market that the committee thinks space economy exposure belongs in the most important equity benchmark on the planet.

$ASTS and $RKLB both trade above the $22.7B market cap minimum.

Both are pre-profit or barely profitable which historically would've kept them out.

But the $SATS inclusion just set a precedent.

The committee showed it's willing to exercise discretion and look through messy financials for companies with massive strategic positioning in space.

If they bent the rules for a satellite TV company holding SpaceX equity...

$ASTS and $RKLB may be closer to S&P 500 inclusion than anyone thinks.

And if that happens, the same passive flow tsunami hits them too.

Combine this with the idea that $ASTS and $RKLB are extraordinarily undervalued if SpaceX is worth nearly $2T.

The S&P 500 just opened the door for space.

$SATS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

The $VIX 3 month pattern also looks like Mar 2025, where volatility pulled back in a relief rally before the April tariff panic.

The pullback in volatility lasted until Tues March 25

$VIX/USD H2 #Indicator #Signal #Trading #GlobalOneAI