DOXBOX

$RKLB holding through bombs, tariffs, space pessimism... And now... call your therapist! To the moon! Eat the gabagool ❤️

@MambaHarveyInc @DavidCG1111 @FireflySpace @Seagate_Space also the SPAC winter was still kind of on, and $RKLB had a stigma to it's name because of all that. space pessimism was popular too.

@DavidCG1111 @FireflySpace @Seagate_Space Did you know that when $RKLB was a $2.5B market cap (1/2 of Fly) that they already had 50 launches? I really like what Fly is doing but they are obscenely overvalued at this point.

As part of our commitment to advancing responsive space missions across the globe, Firefly is working with @Seagate_Space to explore sea-based launch capabilities for Alpha that open access to new orbits and inclinations. Read more here: seagatespace.com/apr-6-2026-fir…

@MambaHarveyInc @DavidCG1111 @FireflySpace @Seagate_Space agree to an extent. factor in the admin's space positivity that emerged since.

@Justinthe605 boring theme for this market. just wait when the tide shifts.

Recently was listening to the Founders episode on Brad Jacob’s and it has me reconsidering $QXO, how doesn’t this stock have more coverage given his founder track record?

@SayNoToTrading did u nibble?

Not Wise Weiss made sure to tell us today he is NOT down 85% on $QXO. But given his somber tone, pretty clear it's not just -10 or -20%, either I have a tracking position and this is one where, if I choose to build a position, I'd rather wait for clarity. They did the Beacon Roofing deal and now pursuing $GMS. No doubt you bet with, not against, Brad Jacobs. Thing is, I already have tons of building supplies exposure via the big, like $HD, $LOW, and $CSL, as well as niches like $AZEK (buyout pending), $BLDR, $FERG, $FND, and others. If $QXO goes back to $17, will probably nibble another 100.

JPMorgan $JPM CEO Jamie Dimon just said "America needs Europe to succeed — and it’s currently on a bad path." "I believe we are staring one in the face: the slow but constant decline and fragmentation of Europe. Europe is entering a decisive decade, and it is unable to act. The EU was an extraordinary accomplishment — nations coming together and using political and peaceful means to settle differences. And this after a millennium of terrible wars. It worked, but it only went halfway. Europe never finished the economic union (see the Draghi report), which meant that European countries constantly underperformed economically." "EU nations also created whole new layers of bureaucracy that reduced innovation, growth and investment among other things. This will continue unless European leaders dramatically change course. If they don’t, they will eventually be unable to afford their social safety nets, restrengthen their nations’ militaries and grow their economies. The EU is currently home to world-class companies, deep pools of savings and a talented workforce. But without new EU direction, their major global companies will weaken, faced with very strong American and Chinese competition. The ultimate loser in all this will be Europe and all its citizens — and it will hurt the United States as well." "We need one big, beautiful trade deal for Europe." "The United States should do whatever it can to help — or even push — Europe to take all necessary steps to reverse its decline and strengthen its economy. We should support them to act on what is in their own self-interest: adopting the reforms in the Draghi report" "I know this is a long shot, but we could offer Europe one unbelievable inducement: If it commits to economic and military reforms, the United States would negotiate one big, beautiful free trade agreement with all of Europe"

“The goal of investment is to find situations where it is safe not to diversify.” — Charlie Munger

If you ran this same poll before the war began... it likely would have been 95% Israel to 5% to Iran... Hitting your neighbors with drones and missiles was likely the biggest blunder for the Iranians.

The goal isn't better government. It's less government.

“Rocket Lab is becoming more than just a launch company.” Always has been. $rklb

As a European, I apologize to Americans for all the idiocy coming from our side. You save your pilots no matter the cost. You send humans to the moon. You fight authoritarianism head-on. It's truly inspiring. We're on the wrong side of the moral equation.

Socialism is not the answer to poverty and inequality. Venezuela - once Latin America’s richest country -embraced socialism and the results were abysmal. Socialism doesn’t fail because it’s “not tried properly", it fails because central planning cannot replace free markets.

@Supertanker2020 @SStapczynski @Kallang22 @jackprandelli @X @elonmusk

@SStapczynski @Kallang22 @jackprandelli We need a function to block AI slope @X

Qatar declared force majeure on Europe. This map shows exactly why that's a catastrophe. Look at the LNG flows hitting Asia those thick pink arrows. Qatargas alone: 77 mtpa. The biggest single LNG facility on earth. Now it's partially offline. The damage ripples everywhere: 🇯🇵 Japan almost entirely dependent on Qatar + Gulf LNG 🇰🇷 South Korea same 🇨🇳 China 5.2 mb/d oil AND massive LNG imports from the Gulf 🇪🇺 Europe already scrambling, now Qatar contracts cancelled overnight And the replacement options? 🇺🇸 US 8 facilities, 107 mtpa. Fully operational. Prices surging. 🇦🇺 Australia Northwest Shelf, Gorgon, Wheatstone. Long way from Europe. 🇷🇺 Russia sanctioned. Not an option for the West. Every thick pink arrow on this map that used to flow from the Gulf? Needs a new source. Right now. There's only one country with the capacity, the infrastructure, and the political will to fill it. subscribe to my newsletter link in bio

🚨🚨🚨 The European Union is 'monitoring the situation' in Iran with a Zoom call between 40 different countries of other bureaucrats who are also 'monitoring the situation'.

If the MS LNG price scenario realizes, $VG will generate an additional $10B in EBITDA in 2026. This massive self-fund raising will thoroughly reshape the financing strategy for its next project.

Argentina President Javier Milei: "The left can't applaud me because their hands are in other people's pockets."

The guy in the picture below is one of the key climate-alarmist ideologues who drove the EU into this suicidal position. He was rewarded for his service with a €20,000/month job as an unelected eurocrat, so now gets to warn us of the impending doom he created. Absurd times.

@OilHeadlineNews @SohoNehel how does this affect Total energies?

Five EU countries call for windfall tax on energy companies

Andrew Yang: "We should try to stop taxing labor." @cnbc

Holy cow "The budget documents released by OMB today show the Space Force with a top line, including both baseline and reconciliation funding, of a whopping $71.2 billion — a 77 percent overall increase from the $40 billion budgeted in FY26 (combining funding enacted by Congress and reconciliation funding added by DoD)."