The Regime Is Collapsing From the Inside
Ali Mohsen Al-Alaq, Iraq's CBI governor spent all of yesterday on television. Shabbat News. Channel 9. Press conferences. A full media campaign with one message.
No rate change. Not after Eid. Not after the government forms. Never said it. Rumors. Speculation.
Then he said he'd use the reserves instead.
$95 billion in reserves. The foundation of the dinar's stability. And this man wants to drain them rather than do what every economist, every study, every three-letter agency has been telling him for months.
The last time an Iraqi leader dug in like this, it was Maliki. Parliament removed him after 17 years. Surgically. With American hands on the scalpel.
Pay attention to WHY Al-Alaq is panicking.
Yesterday in Tehran, Iranians smashed the Qasem Soleimani statue with hammers. Opposition flags went up in western Tehran.
Crown Prince Pahlavi went public calling for the overthrow of the government.
The IRGC is gutted. Hezbollah's command structure is gone. Ninety military targets destroyed on Kharg Island. Oil deliberately spared.
The regime that Al-Alaq still answers to is being dismantled from the outside and torn apart from the inside at the same time.
And Kermit goes on Iraqi television to tell his country they don't need a rate change.
He was asked directly. Wouldn't it be a great time to address the economy now that security and stability are here?
His answer was that Iraq has strong reserves and doesn't need it. He said he never stated there would be a rate change. He said it was all rumors started on the internet.
Economists on the same broadcast pushed back. His own people pushed back. He doubled down.
This is the pattern. CBI governors deny until they can't. They deny while the infrastructure gets built behind them. They deny while studies pile up on their desk. They deny while three-letter agencies sit across the table and tell them what's coming.
Then one day they're gone. And the rate changes.
Reports circulated yesterday about Netanyahu's status. Israeli PM office posting then deleting statements about "establishing contact." Six-finger AI video claims viral enough that multiple fact-checkers responded within hours.
Draw your own conclusions about what generates that level of confusion around a sitting head of state during an active military operation.
Silver hit $80 Friday. Paper says metals are falling. Dubai is frozen. No gold freight moving through the Gulf corridor. The physical market and the paper market are telling two different stories. They always reconcile.
Worth watching what the Fed says Tuesday.
Al-Alaq is the last blocker inside Iraq's financial system still loyal to a regime that is visibly collapsing. Maliki lasted until he didn't. Kermit will too.
Thoughts.. The government forms after Eid. And when it does, Al-Alaq's media campaign yesterday will look like what it was.
A man who knew his time was up trying to convince everyone it wasn't.
Still watching the window after the 20th.
IRAQ β IQD β VND β VES β XRP β GOLD β SILVER β RARE EARTH MINERALS π° RV
Ali Mohsen Al-Alaq, Iraq's CBI governor spent all of yesterday on television. Shabbat News. Channel 9. Press conferences. A full media campaign with one message.
No rate change. Not after Eid. Not after the government forms. Never said it. Rumors. Speculation.
Then he said he'd use the reserves instead.
$95 billion in reserves. The foundation of the dinar's stability. And this man wants to drain them rather than do what every economist, every study, every three-letter agency has been telling him for months.
The last time an Iraqi leader dug in like this, it was Maliki. Parliament removed him after 17 years. Surgically. With American hands on the scalpel.
Pay attention to WHY Al-Alaq is panicking.
Yesterday in Tehran, Iranians smashed the Qasem Soleimani statue with hammers. Opposition flags went up in western Tehran.
Crown Prince Pahlavi went public calling for the overthrow of the government.
The IRGC is gutted. Hezbollah's command structure is gone. Ninety military targets destroyed on Kharg Island. Oil deliberately spared.
The regime that Al-Alaq still answers to is being dismantled from the outside and torn apart from the inside at the same time.
And Kermit goes on Iraqi television to tell his country they don't need a rate change.
He was asked directly. Wouldn't it be a great time to address the economy now that security and stability are here?
His answer was that Iraq has strong reserves and doesn't need it. He said he never stated there would be a rate change. He said it was all rumors started on the internet.
Economists on the same broadcast pushed back. His own people pushed back. He doubled down.
This is the pattern. CBI governors deny until they can't. They deny while the infrastructure gets built behind them. They deny while studies pile up on their desk. They deny while three-letter agencies sit across the table and tell them what's coming.
Then one day they're gone. And the rate changes.
Reports circulated yesterday about Netanyahu's status. Israeli PM office posting then deleting statements about "establishing contact." Six-finger AI video claims viral enough that multiple fact-checkers responded within hours.
Draw your own conclusions about what generates that level of confusion around a sitting head of state during an active military operation.
Silver hit $80 Friday. Paper says metals are falling. Dubai is frozen. No gold freight moving through the Gulf corridor. The physical market and the paper market are telling two different stories. They always reconcile.
Worth watching what the Fed says Tuesday.
Al-Alaq is the last blocker inside Iraq's financial system still loyal to a regime that is visibly collapsing. Maliki lasted until he didn't. Kermit will too.
Thoughts.. The government forms after Eid. And when it does, Al-Alaq's media campaign yesterday will look like what it was.
A man who knew his time was up trying to convince everyone it wasn't.
Still watching the window after the 20th.
IRAQ β IQD β VND β VES β XRP β GOLD β SILVER β RARE EARTH MINERALS π° RV
β1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
Surprise mfs. Pipes bypassing Strait of Hormuz:
1. Saudi Arabia's East-West Pipeline
Capacity: Maximum/emergency design of 7 million bpd (expanded post-2019 Abqaiq incident via parallel line conversions).
Pre-crisis flows: ~2.8 million bpd before early March disruptions.
Ramp-up status: Aramco CEO Amin Nasser announced on March 10, 2026, that flows were increasing rapidly and would reach full 7 million bpd "in the next couple of days" β prioritizing Arab Light and Arab Extra Light grades to meet export targets.
Export reality: ~2 million bpd feeds western domestic refineries, leaving ~5 million bpd for potential exports via Yanbu (Red Sea). Yanbu terminal constraints limit effective crude loadings to ~4β4.5 million bpd (nominal; historically untested at peak), with recent surges to ~2.2β2.5 million bpd (330%+ vs. pre-crisis).
Strategic role: ~750β1,200 km system bypasses Strait of Hormuz, linking eastern fields (Abqaiq) to Yanbu β critical for rerouting ~70% of normal Hormuz exports amid the closure, though not fully replacing eastern Gulf terminals' scale.
This rapid mobilization has cushioned global supply shocks, with Yanbu loadings already at records despite port bottlenecks.
2. UAE's Habshan-Fujairah line
Official name: Abu Dhabi Crude Oil Pipeline (ADCOP), also called HabshanβFujairah pipeline.
Length: ~360β370 km (β248 miles), running from Habshan onshore fields (western Abu Dhabi) to Fujairah export terminal on the Gulf of Oman.
Commissioned: 2012, built to bypass the Strait of Hormuz.
Capacity: Nameplate/design 1.5 million bpd; maximum/emergency potential up to 1.8 million bpd (with ADNOC able to push higher temporarily if needed).
Current status (March 2026): Operating at ~1.5 million bpd (around 71% utilization per Kpler analysts), with ~400β440 kbpd spare headroom. ADNOC has confirmed it's actively routing flows to maintain exports amid the Hormuz closure, using Fujairah's large storage (18 million mΒ³) and loading facilities.
Strategic role: Provides a fully Hormuz-independent route for ~50β60% of UAE's typical crude exports (UAE normally exports ~2.5β3 million bpd total). Combined with Saudi's East-West line, it helps offset part of the ~15β20 million bpd Gulf supply disruption.
Limitations: While the pipe can reach 1.8 mbpd, actual sustained exports depend on Fujairah terminal throughput (historically handles ~1.5β1.7 mbpd crude + products comfortably; wartime tanker congestion and recent regional risks add constraints).
1. Saudi Arabia's East-West Pipeline
Capacity: Maximum/emergency design of 7 million bpd (expanded post-2019 Abqaiq incident via parallel line conversions).
Pre-crisis flows: ~2.8 million bpd before early March disruptions.
Ramp-up status: Aramco CEO Amin Nasser announced on March 10, 2026, that flows were increasing rapidly and would reach full 7 million bpd "in the next couple of days" β prioritizing Arab Light and Arab Extra Light grades to meet export targets.
Export reality: ~2 million bpd feeds western domestic refineries, leaving ~5 million bpd for potential exports via Yanbu (Red Sea). Yanbu terminal constraints limit effective crude loadings to ~4β4.5 million bpd (nominal; historically untested at peak), with recent surges to ~2.2β2.5 million bpd (330%+ vs. pre-crisis).
Strategic role: ~750β1,200 km system bypasses Strait of Hormuz, linking eastern fields (Abqaiq) to Yanbu β critical for rerouting ~70% of normal Hormuz exports amid the closure, though not fully replacing eastern Gulf terminals' scale.
This rapid mobilization has cushioned global supply shocks, with Yanbu loadings already at records despite port bottlenecks.
2. UAE's Habshan-Fujairah line
Official name: Abu Dhabi Crude Oil Pipeline (ADCOP), also called HabshanβFujairah pipeline.
Length: ~360β370 km (β248 miles), running from Habshan onshore fields (western Abu Dhabi) to Fujairah export terminal on the Gulf of Oman.
Commissioned: 2012, built to bypass the Strait of Hormuz.
Capacity: Nameplate/design 1.5 million bpd; maximum/emergency potential up to 1.8 million bpd (with ADNOC able to push higher temporarily if needed).
Current status (March 2026): Operating at ~1.5 million bpd (around 71% utilization per Kpler analysts), with ~400β440 kbpd spare headroom. ADNOC has confirmed it's actively routing flows to maintain exports amid the Hormuz closure, using Fujairah's large storage (18 million mΒ³) and loading facilities.
Strategic role: Provides a fully Hormuz-independent route for ~50β60% of UAE's typical crude exports (UAE normally exports ~2.5β3 million bpd total). Combined with Saudi's East-West line, it helps offset part of the ~15β20 million bpd Gulf supply disruption.
Limitations: While the pipe can reach 1.8 mbpd, actual sustained exports depend on Fujairah terminal throughput (historically handles ~1.5β1.7 mbpd crude + products comfortably; wartime tanker congestion and recent regional risks add constraints).
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And it changes EVERYTHING about Iran's missile capability.
π¨π¨π¨ IRAN JUST LAUNCHED THE SEJJIL FOR THE FIRST TIME. π¨π¨π¨
This is not just another missile. This is Iran's most advanced solid-fueled ballistic missile β and they just revealed they're willing to burn through their most limited stockpile.
Read that again.
THE PROBLEM:
β Liquid-fueled missiles take HOURS to prep on the launchpad
β Israeli and U.S. satellites watch EVERY launcher 24/7
β A liquid-fueled missile sitting on a pad for 3 hours is a DEATH TRAP β it gets destroyed before it ever launches
β Iran has been losing launchers at an unprecedented rate
THE SHIFT:
β The Sejjil is SOLID-FUELED β launches in MINUTES, not hours
β 2,000+ km range β puts ALL of Israel within strike distance
β Near-impossible to hit on the pad β by the time satellites detect fueling, it's already airborne
β Iran has been hiding these for YEARS β saving them for exactly this moment
π Solid fuel = no setup window = NO pre-launch kill opportunity
π Sejjil deployment = Iran's liquid-fuel launchers are being DECIMATED faster than expected
π Limited stockpile being used NOW = Iran believes this is the FINAL escalation
π Every Sejjil fired = one fewer in reserve = Iran is holding NOTHING back
β οΈ Iran is estimated to have fewer than 50 Sejjil missiles in its entire arsenal
β οΈ Liquid-fueled Shahabs number in the hundreds β Sejjils are the premium tier
β οΈ You don't burn your most scarce, most advanced weapon unless the situation is DESPERATE
They're showing you interception footage and Iron Dome celebrations.
They're NOT showing you that Iran just switched to weapons it can't replace.
You don't deploy your rarest missile for routine strikes
β you deploy it when your primary arsenal is being destroyed on the ground
β and that only happens when you're LOSING the launcher war ENTIRELY.
This is the most significant Iranian missile escalation since the program began.
Prepare accordingly. π¨π¨π¨
π¨π¨π¨ IRAN JUST LAUNCHED THE SEJJIL FOR THE FIRST TIME. π¨π¨π¨
This is not just another missile. This is Iran's most advanced solid-fueled ballistic missile β and they just revealed they're willing to burn through their most limited stockpile.
Read that again.
THE PROBLEM:
β Liquid-fueled missiles take HOURS to prep on the launchpad
β Israeli and U.S. satellites watch EVERY launcher 24/7
β A liquid-fueled missile sitting on a pad for 3 hours is a DEATH TRAP β it gets destroyed before it ever launches
β Iran has been losing launchers at an unprecedented rate
THE SHIFT:
β The Sejjil is SOLID-FUELED β launches in MINUTES, not hours
β 2,000+ km range β puts ALL of Israel within strike distance
β Near-impossible to hit on the pad β by the time satellites detect fueling, it's already airborne
β Iran has been hiding these for YEARS β saving them for exactly this moment
π Solid fuel = no setup window = NO pre-launch kill opportunity
π Sejjil deployment = Iran's liquid-fuel launchers are being DECIMATED faster than expected
π Limited stockpile being used NOW = Iran believes this is the FINAL escalation
π Every Sejjil fired = one fewer in reserve = Iran is holding NOTHING back
β οΈ Iran is estimated to have fewer than 50 Sejjil missiles in its entire arsenal
β οΈ Liquid-fueled Shahabs number in the hundreds β Sejjils are the premium tier
β οΈ You don't burn your most scarce, most advanced weapon unless the situation is DESPERATE
They're showing you interception footage and Iron Dome celebrations.
They're NOT showing you that Iran just switched to weapons it can't replace.
You don't deploy your rarest missile for routine strikes
β you deploy it when your primary arsenal is being destroyed on the ground
β and that only happens when you're LOSING the launcher war ENTIRELY.
This is the most significant Iranian missile escalation since the program began.
Prepare accordingly. π¨π¨π¨
β1
π¨π Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Cantor Fitzgerald just met with Peter Beck and walked away reiterating Overweight with an $85 price target.
Here's why that matters more than people realize:
The SpaceX IPO just handed you the ultimate valuation cheat code for $RKLB.
SpaceX is targeting a $1.5 trillion IPO valuation.
PitchBook puts fair value between $1.1Tβ$1.7T.
Think about it...
$RKLB vs $SpaceX:
SpaceX at $1.5T / ~$8B est. revenue = ~187x Price-to-Sales
$RKLB at $38.8B market cap / $602M 2025 revenue = 64x Price-to-Sales
The only publicly traded, vertically integrated space company in the world is trading at a THIRD of SpaceX's implied multiple.
Same sector. Same structural tailwinds. Same government customer base.
One is public. One isn't yet.
$RKLB fundamentals right now:
> FY2025 revenue: $602M (+38% YoY)
> Q4 gross margins: 44.3% (record)
> Backlog: $1.85B
Cantor Fitzgerald: $85 PT (Overweight, reiterated post CEO meet)
Bears will say Neutron delays killed the thesis.
Wrong.
Neutron is a call option on heavy-lift. The core business; electron launches, space systems, national security contracts is accelerating without Neutron.
37% of that $1.85B backlog converts in the next 12 months.
The SpaceX IPO narrative is actually the $RKLB bear case in disguise.
Space stocks sold off on SpaceX IPO chatter. Liquidity moved to "wait-and-see."
That's the opportunity. Not the risk.
When SpaceX goes public at $1.5 trillion, every institutional analyst on the street will be building space sector models. They'll look left and find a real, revenue-generating, government-contracted, margin-expanding space company trading at 64x sales.
The re-rating will be violent.
$RKLB at $68 is the pre-SpaceX-IPO setup.
Here's why that matters more than people realize:
The SpaceX IPO just handed you the ultimate valuation cheat code for $RKLB.
SpaceX is targeting a $1.5 trillion IPO valuation.
PitchBook puts fair value between $1.1Tβ$1.7T.
Think about it...
$RKLB vs $SpaceX:
SpaceX at $1.5T / ~$8B est. revenue = ~187x Price-to-Sales
$RKLB at $38.8B market cap / $602M 2025 revenue = 64x Price-to-Sales
The only publicly traded, vertically integrated space company in the world is trading at a THIRD of SpaceX's implied multiple.
Same sector. Same structural tailwinds. Same government customer base.
One is public. One isn't yet.
$RKLB fundamentals right now:
> FY2025 revenue: $602M (+38% YoY)
> Q4 gross margins: 44.3% (record)
> Backlog: $1.85B
Cantor Fitzgerald: $85 PT (Overweight, reiterated post CEO meet)
Bears will say Neutron delays killed the thesis.
Wrong.
Neutron is a call option on heavy-lift. The core business; electron launches, space systems, national security contracts is accelerating without Neutron.
37% of that $1.85B backlog converts in the next 12 months.
The SpaceX IPO narrative is actually the $RKLB bear case in disguise.
Space stocks sold off on SpaceX IPO chatter. Liquidity moved to "wait-and-see."
That's the opportunity. Not the risk.
When SpaceX goes public at $1.5 trillion, every institutional analyst on the street will be building space sector models. They'll look left and find a real, revenue-generating, government-contracted, margin-expanding space company trading at 64x sales.
The re-rating will be violent.
$RKLB at $68 is the pre-SpaceX-IPO setup.
β1
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π¨ Elon said all jobs will be optional. Everyone's calling him crazy.
This is the same guy who said he'd make electric cars mainstream. They laughed. He did it.
Said he'd land rockets back on earth. They laughed. He did it.
Said he'd put internet in space. They laughed. 7,000 satellites later, soldiers in Ukraine depend on it.
Said Twitter was overstaffed. Fired 80%. The app still works.
Now Karpathy just scored every job in America against AI. If your work touches a screen, you're already replaceable.
Every time this man says something insane, the world catches up 3 years later.
You're not mad because he's wrong.. nah you're mad because you know he's not.
This is the same guy who said he'd make electric cars mainstream. They laughed. He did it.
Said he'd land rockets back on earth. They laughed. He did it.
Said he'd put internet in space. They laughed. 7,000 satellites later, soldiers in Ukraine depend on it.
Said Twitter was overstaffed. Fired 80%. The app still works.
Now Karpathy just scored every job in America against AI. If your work touches a screen, you're already replaceable.
Every time this man says something insane, the world catches up 3 years later.
You're not mad because he's wrong.. nah you're mad because you know he's not.
πΏ1
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And it changes EVERYTHING about what Iran's air defenses are about to face.
π¨π¨π¨ THE F-22 RAPTOR AND F-15 ADVANCED EAGLE ARE NOW AIRBORNE β HEADING TOWARD IRAN AS PART OF OPERATION EPIC FURY. ONE IS INVISIBLE. THE OTHER CARRIES ENOUGH FIREPOWER TO DESTROY AN ENTIRE AIR FORCE. π¨π¨π¨
The U.S. just launched the two most devastating air superiority fighters ever built β simultaneously β against a single target. This isn't a strike package. This is an EXTINCTION EVENT for Iranian air defenses.
Process that.
THE F-22 RAPTOR β THE GHOST:
β Lockheed Martin F-22A Raptor β the most advanced stealth fighter EVER built
β Radar cross-section: 0.0001 mΒ² β the size of a MARBLE on radar. Effectively INVISIBLE.
β Top speed: Mach 2.25 β 1,500+ mph
β Supercruise capability: sustains Mach 1.5+ WITHOUT afterburners β no heat signature spike
β Cost per aircraft: $350 MILLION β so expensive the U.S. STOPPED building them at 187 units
β Carries 6x AIM-120 AMRAAM missiles INTERNALLY β kills targets from 100+ miles before they even know it's there
β Has NEVER been shot down. Not in combat. Not EVER.
THE F-15EX ADVANCED EAGLE β THE SLEDGEHAMMER:
β Boeing F-15EX Eagle II β the most heavily armed fighter in the U.S. inventory
β Payload capacity: 29,500 lbs of ordnance β MORE than some light bombers
β Can carry 12x air-to-air missiles AND 15,000 lbs of ground attack munitions SIMULTANEOUSLY
β Top speed: Mach 2.5 β FASTER than the F-22 in a straight line
β Air-to-air kill record: 104-0. One hundred and four kills. ZERO losses. In its ENTIRE history.
β Cost per aircraft: $88 MILLION
THE COMBINATION:
β The F-22 goes in FIRST β invisible, silent, kills radar operators and SAM sites before they detect anything
β The F-15EX follows β kicks the door down with 29,500 lbs of ordnance against everything left standing
β This is the EXACT tactic used to dismantle Iraq's air defenses in 24 hours during Operation Iraqi Freedom
π Iran's S-300 systems = BLIND to the F-22's radar signature
π Iran's fighter fleet (F-4s, F-14s, MiG-29s) = 1970s aircraft against 2020s stealth technology
π Iran's entire air force = 40-year-old jets against a platform with a 104-0 kill record
π Once the F-22 clears the sky, the F-15EX turns EVERYTHING on the ground into rubble
β οΈ The F-22 has never been exported to ANY country β not even the closest U.S. allies. It's THAT classified.
β οΈ Operation Epic Fury is now deploying F-22s, F-15EXs, F-35s, B-1Bs, AND B-52Hs simultaneously
β οΈ The last air force that faced this combination was Iraq's. It ceased to exist in 72 hours.
They're showing you press conferences about "targeted operations" and "proportional response."
They're NOT showing you that the U.S. just launched a stealth ghost and a flying arsenal factory toward Iran at the SAME TIME β the combination that has erased every air defense network it has ever faced.
You don't send F-22 Raptors for proportional responses
β you send F-22 Raptors when you want to make an air force DISAPPEAR
β and you only pair them with F-15EXs when you want everything on the ground to disappear too.
This is the most advanced air superiority package ever deployed against a single nation.
Prepare accordingly. π¨π¨π¨
π¨π¨π¨ THE F-22 RAPTOR AND F-15 ADVANCED EAGLE ARE NOW AIRBORNE β HEADING TOWARD IRAN AS PART OF OPERATION EPIC FURY. ONE IS INVISIBLE. THE OTHER CARRIES ENOUGH FIREPOWER TO DESTROY AN ENTIRE AIR FORCE. π¨π¨π¨
The U.S. just launched the two most devastating air superiority fighters ever built β simultaneously β against a single target. This isn't a strike package. This is an EXTINCTION EVENT for Iranian air defenses.
Process that.
THE F-22 RAPTOR β THE GHOST:
β Lockheed Martin F-22A Raptor β the most advanced stealth fighter EVER built
β Radar cross-section: 0.0001 mΒ² β the size of a MARBLE on radar. Effectively INVISIBLE.
β Top speed: Mach 2.25 β 1,500+ mph
β Supercruise capability: sustains Mach 1.5+ WITHOUT afterburners β no heat signature spike
β Cost per aircraft: $350 MILLION β so expensive the U.S. STOPPED building them at 187 units
β Carries 6x AIM-120 AMRAAM missiles INTERNALLY β kills targets from 100+ miles before they even know it's there
β Has NEVER been shot down. Not in combat. Not EVER.
THE F-15EX ADVANCED EAGLE β THE SLEDGEHAMMER:
β Boeing F-15EX Eagle II β the most heavily armed fighter in the U.S. inventory
β Payload capacity: 29,500 lbs of ordnance β MORE than some light bombers
β Can carry 12x air-to-air missiles AND 15,000 lbs of ground attack munitions SIMULTANEOUSLY
β Top speed: Mach 2.5 β FASTER than the F-22 in a straight line
β Air-to-air kill record: 104-0. One hundred and four kills. ZERO losses. In its ENTIRE history.
β Cost per aircraft: $88 MILLION
THE COMBINATION:
β The F-22 goes in FIRST β invisible, silent, kills radar operators and SAM sites before they detect anything
β The F-15EX follows β kicks the door down with 29,500 lbs of ordnance against everything left standing
β This is the EXACT tactic used to dismantle Iraq's air defenses in 24 hours during Operation Iraqi Freedom
π Iran's S-300 systems = BLIND to the F-22's radar signature
π Iran's fighter fleet (F-4s, F-14s, MiG-29s) = 1970s aircraft against 2020s stealth technology
π Iran's entire air force = 40-year-old jets against a platform with a 104-0 kill record
π Once the F-22 clears the sky, the F-15EX turns EVERYTHING on the ground into rubble
β οΈ The F-22 has never been exported to ANY country β not even the closest U.S. allies. It's THAT classified.
β οΈ Operation Epic Fury is now deploying F-22s, F-15EXs, F-35s, B-1Bs, AND B-52Hs simultaneously
β οΈ The last air force that faced this combination was Iraq's. It ceased to exist in 72 hours.
They're showing you press conferences about "targeted operations" and "proportional response."
They're NOT showing you that the U.S. just launched a stealth ghost and a flying arsenal factory toward Iran at the SAME TIME β the combination that has erased every air defense network it has ever faced.
You don't send F-22 Raptors for proportional responses
β you send F-22 Raptors when you want to make an air force DISAPPEAR
β and you only pair them with F-15EXs when you want everything on the ground to disappear too.
This is the most advanced air superiority package ever deployed against a single nation.
Prepare accordingly. π¨π¨π¨
β1
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
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πΊπΈ Trump on Gas Prices and the Strategic Petroleum Reserve
Trump says the U.S. will tap the Strategic Petroleum Reserve to lower fuel prices.
His message:
βI filled it up once, and Iβll fill it up again. But right now weβll reduce it a little bit, and that brings prices down.β
The idea is simple.
π’οΈ Release emergency oil β increase supply β push gasoline prices lower.
According to Trump, the move is necessary to deal with what he called β47 years of horrorβ in the regionβs conflicts affecting energy markets.
#oott #Trump
Trump says the U.S. will tap the Strategic Petroleum Reserve to lower fuel prices.
His message:
βI filled it up once, and Iβll fill it up again. But right now weβll reduce it a little bit, and that brings prices down.β
The idea is simple.
π’οΈ Release emergency oil β increase supply β push gasoline prices lower.
According to Trump, the move is necessary to deal with what he called β47 years of horrorβ in the regionβs conflicts affecting energy markets.
#oott #Trump
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
πΊπΈ Trump just gave China an impossible choice on Hormuz
π¨π³ Either answer costs Beijing
Trump invited China and US allies to send warships to secure the Strait of Hormuz.
Sounds like coalition building.
It's not, it's a strategic dilemma for π¨π³
If China sends warships:
β Joins a US led coalition
β Undermines neutrality with Iran
β Loses discounted Iranian crude
If China refuses:
β Framed as free rider on global energy security
β "You want the oil, but won't protect the route?"
β International pressure builds
Either choice carries a costπ°
Trump acknowledged the real problem, even after destroying Iran's military, securing the Strait is another issue entirely.
Cheap mines, drones, missiles can still disrupt it.
The real question is Who controls global energy trade rules after the conflict?
If US escorts tankers alone β Dollar dominance continues
If a coalition escorts them β Shared influence, US loses unilateral control
If no one escorts them β China's shadow fleet becomes the only reliable channel
Warships in Hormuz = deciding which currency governs oil trade next.
The US isn't just fighting Iran.
It's eliminating China's cheap oil sources all 3 at once:
Venezuela: Gone (US firms now have access)
Russia: At risk ($150M/day boost while "sanctioned" expensive, unreliable)
Iran: In play (Hormuz closed, refineries destroyed)
China's economy runs on imported oil.
It had discounted sources.
The US just went after all of them this year.
Trump's invitation is asking: "Join our coalition and lose Iran? Or refuse and be labeled a free rider?"
Either way, China loses leverage.
#China #Iran #Trump #oott
π¨π³ Either answer costs Beijing
Trump invited China and US allies to send warships to secure the Strait of Hormuz.
Sounds like coalition building.
It's not, it's a strategic dilemma for π¨π³
If China sends warships:
β Joins a US led coalition
β Undermines neutrality with Iran
β Loses discounted Iranian crude
If China refuses:
β Framed as free rider on global energy security
β "You want the oil, but won't protect the route?"
β International pressure builds
Either choice carries a costπ°
Trump acknowledged the real problem, even after destroying Iran's military, securing the Strait is another issue entirely.
Cheap mines, drones, missiles can still disrupt it.
The real question is Who controls global energy trade rules after the conflict?
If US escorts tankers alone β Dollar dominance continues
If a coalition escorts them β Shared influence, US loses unilateral control
If no one escorts them β China's shadow fleet becomes the only reliable channel
Warships in Hormuz = deciding which currency governs oil trade next.
The US isn't just fighting Iran.
It's eliminating China's cheap oil sources all 3 at once:
Venezuela: Gone (US firms now have access)
Russia: At risk ($150M/day boost while "sanctioned" expensive, unreliable)
Iran: In play (Hormuz closed, refineries destroyed)
China's economy runs on imported oil.
It had discounted sources.
The US just went after all of them this year.
Trump's invitation is asking: "Join our coalition and lose Iran? Or refuse and be labeled a free rider?"
Either way, China loses leverage.
#China #Iran #Trump #oott
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π¨π Global One SI - Prompt
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Elon Musk on why universal basic income is coming and also points another massive challenge:
βI think ultimately we will have to have some kind of universal basic income. I donβt think weβre going to have a choice. I think itβs going to be necessary
There will be fewer and fewer jobs that a robot cannot do better
These are not things that I wish would happen - these are simply things that I think probably will happen
If my assessment is correct, then we need to say, βWhat are we going to do about it?β
Universal basic income is going to be necessary
The much harder challenge is how do people then have meaning? A lot of people derive their meaning from their employment
If youβre not needed, if thereβs not a need for your labor, whatβs the meaning? Do you have meaning? Do you feel useless? Thatβs a much harder problem to deal withβ
βI think ultimately we will have to have some kind of universal basic income. I donβt think weβre going to have a choice. I think itβs going to be necessary
There will be fewer and fewer jobs that a robot cannot do better
These are not things that I wish would happen - these are simply things that I think probably will happen
If my assessment is correct, then we need to say, βWhat are we going to do about it?β
Universal basic income is going to be necessary
The much harder challenge is how do people then have meaning? A lot of people derive their meaning from their employment
If youβre not needed, if thereβs not a need for your labor, whatβs the meaning? Do you have meaning? Do you feel useless? Thatβs a much harder problem to deal withβ
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π¨π Global One SI - Prompt
$HIMS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$HIMS π₯
The leadership team combines deep expertise in technology, AI, product development, and healthcare communications.
CTO Mo Elshenawy, CPO Dheerja Kaur, VP of AI Shankar Sadasivam and CCO Kathryn Beiser bring experience from leading technology and consumer companies.
Together, they are building a strong foundation to scale innovation and expand accessible, personalized digital healthcare π
The leadership team combines deep expertise in technology, AI, product development, and healthcare communications.
CTO Mo Elshenawy, CPO Dheerja Kaur, VP of AI Shankar Sadasivam and CCO Kathryn Beiser bring experience from leading technology and consumer companies.
Together, they are building a strong foundation to scale innovation and expand accessible, personalized digital healthcare π
π¨π Global One SI - Prompt
π¨ πΊπΈ MURDER AI STOP WHAT YOU'RE DOING. $PLTR Palantir just unveiled its newest AI system β built directly with the U.S. Department of Defense. This is not a productivity tool. This is an AI-powered assassination and surveillance platform. HERE'S WHAT ITβ¦
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π¨πΊπΈ $PLTR Palantir CEO:
"What makes America special right now is our lethal capacities, our ability to fight war, and because the AI revolution is uniquely American."
AI wars are here; welcome to Skynet v1.0.
"What makes America special right now is our lethal capacities, our ability to fight war, and because the AI revolution is uniquely American."
AI wars are here; welcome to Skynet v1.0.
π¨π Global One SI - Prompt
Teslaβs AI Chip Roadmap: Why Terafab Is Essential π₯ AI4 Manufactured by: Samsung (5nm) Purpose: Delivers autonomous vehicle safety performance well beyond human capability. AI5 Manufactured by: TSMC & Samsung Purpose: Pushes vehicle autonomy toward flawlessβ¦
In just 7 days, Tesla is going to start building Terafab, thatβs their own chip factory from the ground up.
Theyβre done waiting on TSMC and Samsung (who are honestly maxed out) and plan to crank out advanced silicon for autonomous cars, Optimus robots, and AI supercomputers.
The goal is brutal: 1 million wafer starts per month by 2030 (matching TSMC's current output) at 2nm nodes, with a $20β25B price tag they can easily cover from their $44B cash pile.
Theyβre done waiting on TSMC and Samsung (who are honestly maxed out) and plan to crank out advanced silicon for autonomous cars, Optimus robots, and AI supercomputers.
The goal is brutal: 1 million wafer starts per month by 2030 (matching TSMC's current output) at 2nm nodes, with a $20β25B price tag they can easily cover from their $44B cash pile.