🇺🇸🇮🇷 Top Trump official Dan Scavino just dropped a hint of what might be heading Iran's way soon

🚨 BREAKING:

🇺🇸🇮🇷 IRAN HAS JUST FULLY SUSPENDED THE AGREEMENT WITH THE U.S. TO END THE WAR

IRAN'S MINISTRY SAYS THIS IS A RESPONSE TO CEASEFIRE VIOLATIONS

US-IRAN INSIDERS SAY THE WAR COULD ESCALATE AT ANY TIME

THIS IS EXTREMELY BAD FOR MARKETS...

US corporate executives are increasingly selling their own stock:

Stock sales of corporate insiders rose +20% YoY in the first half of 2026, to $77.6 billion, the largest half-year total since H1 2021.

This is also the 2nd-largest half-year total in over 20 years.

By comparison, insider purchases totaled just $6.9 billion over the same period, slightly above the 7-year low of $6.7 billion set in 2025.

In other words, corporate executives sold more than 11 shares for every 1 share they bought during the first 6 months of the year.

This comes as insiders are increasingly concerned over geopolitical risks, elevated valuations, and the sustainability of AI spending.

Corporate insiders are locking in historic gains.

‼️‼️🇺🇲🇮🇷 BIG | The United States has launched its most devastating sequence of nocturnal airstrikes yet across southern Iran, methodically tearing down the region’s critical transport infrastructure and building the tactical foundation for a potential large-scale ground invasion.

During the 7th consecutive night of precision bombardment, U.S. combat aircraft systematically targeted and neutralized the logistical spine of the Hormozgan Province. The strategic Shahid Mirzayi Tunnel (Glogah) has been completely blocked in both directions, and two vital bridges lying just beyond the valley were obliterated. Simultaneously, American ordnance heavily damaged the Minab exit intersection bridge and entirely destroyed the crucial River Shur bridge along the primary Bandar-Abbas–Sirjan transit route. Local reports confirm that the strikes left at least 3 dead and 8 wounded in Hormozgan.

🛑 Strategic Paralysis: Setting the Stage for Intervention
This relentless interdiction campaign signals that Washington has shifted from containment to a policy of total coastal isolation:

Choking the Logistics: By methodically severing the highway links connecting Bandar Abbas, Minab, Rudan, and Sirjan, the U.S. military has severed the Strait of Hormuz coastline from Iran's interior supply lines.

Preparing the Ground: Military analysts view this systematic destruction of infrastructure as textbook preparation for a ground assault. By vaporizing these bottlenecks, the U.S. has effectively denied Tehran the ability to mobilize reinforcements or heavy armor to the coast, meaning the foundations for a U.S. ground operation are being actively laid.
The Iranian war machine along the southern front is now functionally trapped in a tactical cage—stripped of maneuverability and left entirely exposed to an imminent Allied offensive.

U.S. Secretary of War Pete Hegseth just stated that "Iran does not control the Strait of Hormuz" anymore.

For those playing at home..

Russia's largest logistics hubs, owned by the following companies.

Wildberries (WB)
Ozon
Russian Post (Почта России / Russian Post)
CDEK (СДЭК)
Yandex Market (Яндекс Маркет)
X5 Group
Magnit
Lemana PRO (formerly Leroy Merlin Russia)
5Post
DPD
Boxberry
PEK (First Expedition Company)
SberLogistics (СберЛогистика)
FM Logistic
Globus

‼️‼️🇺🇦🇷🇺 We desired a new bingo card and though hast provided..

Problems are stacking up for Putin 🙈

When you size into a memecoin and it immediately nukes -80%

Lets make that -99% 😂

Everyone is looking at oil. China's real move, however, is in a metal that nobody is looking at.

I'll show you a metal.

You all know it. But most of you haven't heard how scarce it has become in this period.

That metal carries all the technology of the future.

An electric car contains almost four times as much of this metal as a gasoline car.

An AI data center contains enough for hundreds of thousands of cars.

Even China's largest solar panel company has removed silver from its panels and replaced it with this metal.

That metal is copper.

But there's a hidden aspect. Just when the demand has increased so much, producing copper is becoming more difficult.

Because copper has a hidden weakness.

Not all copper is easily extracted.

A significant portion is obtained by dissolving it in sulfuric acid.

More than a ton of acid is needed for one ton of copper. So, if there's no acid, that copper remains underground.

Now, the critical point...

This acid supply is being cut off from two fronts simultaneously.

First, the Middle East.

To make the acid, you need sulfur.

Most of the world's sulfur comes from the Middle East, extracted during oil and gas refining.

The war with Iran and the Strait of Hormuz crisis have impacted these shipments. The price of sulfur has increased fivefold in two years, and sulfuric acid even faster.

The second, and the real issue, is China.

China is the world's largest exporter of sulfuric acid, controlling roughly a third of global trade.

It has halted industrial-grade sulfuric acid exports as of May 1, 2026.

This is the real move in the headline.

While the world is focused on oil, straits, and war, China has quietly shut off a far more critical tap.

Note that China hasn't seized copper mines.

It doesn't need to. It's enough to cut off the acid that extracts copper. So, without touching any mines, it can shut down a significant portion of the world's copper production.

So who does this affect?

Chile.

The world's largest copper producer. It imports over a million tons of sulfuric acid from China every year.

Congo.

Africa's copper giant. 60% of its copper is extracted using this acid.

Both countries risk halting production if the acid supply runs out.

This isn't the first time China has done this.

First, they cut back on rare earth elements.

Then silver.

Even before restrictions on silver exports went into effect, the price increased by 142% in three months.

The pattern is the same.

China cuts back on a critical raw material, and the price rises even before the ban begins.

Now, put the two sides side by side.

On one side, demand.

Electric cars, artificial intelligence, solar energy. That demand is growing a little more every day.

On the other side, production. As the acid supply is cut off, less copper is extracted from the ground.

Demand goes up, production goes down. Where the two intersect, there is only one thing.

Scarcity.

This shortage might seem like a distant, isolated piece of news, but it could affect everyone.

As copper becomes scarcer, electric cars, data centers, and electricity could all become more expensive.

Nobody is talking about copper today.

But in the next few years, we might all start talking about it.

This is my personal analysis.

I am following developments and will keep you informed.

A total of 1,892 Ukrainian drones attacked the Moscow region in one week.

"Iran suspends memorandum of understanding with the United States"

Short traders:

Dario Amodei just described a future where revolution becomes physically impossible.

Amodei: “You’re supposed to follow orders, but if something crazy enough happened, the soldiers would say, I’m not gonna do that.”

Every check on power in human history came down to one thing.

The people holding the weapons could refuse to use them.

That refusal is not a flaw in the system. It IS the system.

The entire architecture of human freedom is built on a single biological fact… that soldiers have a conscience.

Amodei: “What if you have an army of 10 million drones instead of 10 million human soldiers?”

Remove the conscience and every structure built on top of it collapses.

No refusal. No mutiny. No revolution. No ceiling on power.

Not temporarily. Permanently.

And every institution on earth understands this. Which is why the response hasn’t been to prevent autonomous weapons.

It’s been to control who gets to build the intelligence behind them.

That’s what model bans are. That’s what export controls are. Not safety policy. Power consolidation disguised as caution.

And the result is the opposite of what they intended.

Every restriction slows the people playing by the rules while adversaries who answer to nobody sprint ahead unchecked.

The harder Washington squeezes, the wider the gap grows between what America builds and what its competitors deploy without a single committee meeting.

Which creates an irony so brutal it’s almost poetic.

The more aggressively governments try to lock down frontier AI, the stronger the incentive for labs to simply stop asking permission and drop their most powerful models open source before the regulatory window closes forever.

And once those weights are open, no executive order on earth can pull them back.

Amodei: “I think if we handle this wrongly, you could have a situation where there’s a very small number of people, or one person, who has their hand on the button and controls those 10 million drones.”

The institutions telling you AI must be centralized “for your protection” are constructing the exact infrastructure he’s warning about.

Restricted access. Consolidated control. One hand on the button.

They’re not preventing the nightmare. They’re building it and writing their name on the door.

Amodei: “We don’t want to make companies more powerful than the government, but we also don’t want to make government so powerful that it can’t be stopped.”

Nobody in power ever quotes the second half of that sentence.

But here’s what every institution scrambling to lock this down keeps missing.

They’re running the nuclear playbook on a technology that breaks every rule nuclear followed.

Nuclear required nation-state resources. This fits on a hard drive.

Nuclear had a supply chain you could choke. This one multiplies the moment you squeeze.

Open weights are already out. The barrier to entry is collapsing.

And every attempt to centralize this technology accelerates the exact decentralization they’re trying to prevent.

The question was never whether this power would exist.

It was whether you’d need permission to use it.

For the first time in history, you don’t

Photo of the day from Russia

The attacks on Wildberries warehouses appear far more serious than they might initially appear.

Wildberries in Russia has long ceased to be a simple marketplace. The company's aggressive and successful development has led it to a stage where it has become a significant part of the country's everyday economic infrastructure. This includes hundreds of thousands of sellers, pickup point owners, logisticians, and other dependents. For many of them, Wildberries is their primary source of income.

Enormous amounts of money from small and medium-sized businesses accumulate within the confines of this empire. And besides the money, often almost the entire infrastructure. Imagine the horror of losing inventory, logistics, and the ability to operate normally in a single blow. No one will be able to cover these losses. And when I talk about scale, I'm talking about over a million sellers, the majority of whom are small and medium-sized businesses.

Most importantly, such attacks create tension in the sector that is the most difficult for the state to control. Oil, banking, and defense have long been effectively controlled, but dealing with thousands of sellers, employees, and customers is much more difficult.

Yes, these aren't blows to the core of the Russian economy. But they are significant enough that many Russians will feel their impact. And not just on television, but in their own pockets.

Such an operation won't change the course of the war. But it does increase tension in Russian society, which is a favorable backdrop for Ukraine.

Nobody can manipulate a guy who studies patterns instead of words.

When a guy realizes he’s being studied and not supported it gets fun 💯

Dario and Sam watching Moonshot AI release an open source model that costs 90% less

Life starts to feel a lot better when you realize that not everything is a zero sum game

For you to win, it is not required that someone else must lose

And the people who tend to end up the wealthiest are amazing at creating win-win situations for everyone around them

The key is to surround yourself with as many of these people as possible, and win alongside with them over long periods of time