Not FEW

@EnvoyNoem Bye Felicia

It has been an honor and a privilege to serve as the 8th Secretary of the Department of Homeland Security. I want to thank President Trump for entrusting me to lead the department leading the fight to Make America Safe Again. In one year, the patriots at DHS delivered the MOST secure border in American history, 3 million illegal aliens have left the U.S., located 145,000 unaccompanied children, delivered disaster relief at a 100% faster rate, ushered in the golden age of travel, saved the American taxpayer $13 billion, and revitalized the U.S. Coast Guard. As Special Envoy for the Shield of the Americas, I will build on the years of national security expertise I forged during my time as Secretary of Homeland Security, Governor of South Dakota, and Congresswoman on the House Armed Services Committee.

@Vmaxpax @wallstengine Israel is the culprit

@NotFew070 @wallstengine Now tell me what Israel is doing today. Trump will wave his 🪄🪄, employ the strategy of "Say it, and it is true" 🪄🪄 But physical reality is much stronger in this case. Bonus: Does Israel want to negotiate or prefer to bomb? US is tethered to them, like it or not.

TRUMP: IRAN IS TALKING SENSE RUBIO, VANCE, OTHER PEOPLE ARE NEGOTIATING WITH IRAN IRAN WOULD LIKE TO MAKE A DEAL IRAN AGREED THEY'LL NEVER HAVE A NUCLEAR WEAPON

@wallstengine @trentkelp

@ns123abc @trentkelp did you see this? Crazy

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

@RnaudBertrand @trentkelp

This is probably the most important article of the month: an op-ed by Oman's Foreign Minister, who mediated the talks between the U.S. and Iran, in which he writes that the U.S. "has lost control of its foreign policy" to Israel. He repeats that a deal was possible as an outcome of the talks (something confirmed by the UK's National Security Advisor, who also attended: x.com/i/status/20341…) and that the military strike by the U.S. and Israel was "a shock." Interestingly, given he is one of Iran's neighbors and given that Oman has been struck multiple times by Iran since the war began (en.wikipedia.org/wiki/2026_Iran…), he writes that "Iran’s retaliation against what it claims are American targets on the territory of its neighbours was an inevitable result" of the U.S.-Israeli attack. He describes it as "probably the only rational option available to the Iranian leadership." He says the war "endangers" the region's entire "economic model in which global sport, tourism, aviation and technology were to play an important role." He adds that "if this had not been anticipated by the architects of this war, that was surely a grave miscalculation." But, he adds, the "greatest miscalculation" of all for the U.S. "was allowing itself to be drawn into this war in the first place." In his view this was the doing of "Israel’s leadership" who "persuaded America that Iran had been so weakened by sanctions, internal divisions and the American-Israeli bombings of its nuclear sites last June, that an unconditional surrender would swiftly follow the initial assault and the assassination of the supreme leader." Obviously, this proved completely wrong, and the U.S. is now in a quagmire. He says that, given this, "America’s friends have a responsibility to tell the truth," which is that "there are two parties to this war who have nothing to gain from it," namely "Iran and America." He says that all of the U.S. interests in the region (end to nuclear proliferation, secure energy supply chains, investment opportunities) are "best achieved with Iran at peace." As he writes, "this is an uncomfortable truth to tell, because it involves indicating the extent to which America has lost control of its own foreign policy. But it must be told." He then proposes a couple of paths to get back to the negotiating table, although he recognizes how difficult it would be for Iran "to return to dialogue with an administration that twice switched abruptly from talks to bombing and assassination." That's perhaps the most profound damage Trump did during this entire episode: the complete discrediting of diplomacy. If Iran was taught anything, it is: don't negotiate with the U.S., it's a trap that will literally kill you. The great irony of the man who sold himself as a dealmaker is that he taught the world one thing: don't make deals with my country. Link to the article: economist.com/by-invitation/…

@EthanLevins2 @trentkelp

For the first time in HISTORY, an American F-35 jet has been hit. Iranian air defenses are hitting our best jets. Trump said today all of Iran’s defenses are destroyed.

@CNN @trentkelp F-35 hit

A US F-35 fighter jet damaged by suspected Iranian fire makes an emergency landing at an US air base in the Middle East, sources say cnn.it/3NOOLMK

@WOLF_TradingX @AceTheKid @grok is this true?

I’m never trading FOMC again

@StocksOnSpaces @StockMKTNewz logical is one the most educated an informed stock guys on fintwit

@FadedAlpha_ @trentkelp he clearly said last month - Iranian people help is coming, we are coming after th regime

@FadedAlpha_ @IiiRicher false, if you see US government statements and press conference on day 1 when they killed khamenei, they specifically said regime change. Only when on day 3 they realized that Iranian structure is intact they released that fact sheet in panic @trentkelp

@Thewiseone888 DEFY, unsubstantiated news, BA just cancelled till end of the month @trentkelp x.com/british_airway…

@dee_bosa I’m the 🦞 expert

Mac mini arrives today as our new intern. Who can help me *safely* set this thing up? 🦞

@CGasparino You just going make Iran more hardline you moron. Another trump supporter moron Charles?

As someone who has covered markets for years, I will say this. commodity traders, like equity traders (in the words of a smart bond trader I know) are "imbeciles." They trade off headlines, totally myopic in short-term thinking and predicting. They always screw up what's actually going down, never seeing around corners. It was the case in the run up to the 2008 where there was more than a few market "rallies" before the whole market blew up. This oil price spike has the same feel to it. It's not considering that within days we will 100% control the supply of oil coming out of the Straits of Hurmuz, or that Iran will be 100 decapitated as a military force and a financier of terror. There will be a peace dividend to all of that. Meanwhile buckle up as the Karens who control oil prices have their say, at least for now wsj.com/livecoverage/i…

@KGBULLANDBEAR Miss you on stocksonspaces sir

"Houston, we have a problem."

@optionsbbq @DeItaone Bob the clown BBQ trader

@DeItaone we all know it was an Iranian misfire

TRUMP, ASKED IF U.S. BOMBED SCHOOL, SAYS IT WAS IRAN

@kalinowski007 @Benioff grab this talent

I resigned from OpenAI. I care deeply about the Robotics team and the work we built together. This wasn’t an easy call. AI has an important role in national security. But surveillance of Americans without judicial oversight and lethal autonomy without human authorization are lines that deserved more deliberation than they got. This was about principle, not people. I have deep respect for Sam and the team, and I’m proud of what we built together.

@katiadoyl @trentkelp Can’t make this up bro! It’s always this guy

WSJ: To help make the case on Iran, Graham traveled several times to Israel in recent weeks, meeting with members of the country’s intelligence agency. “They’ll tell me things our own government won’t tell me,” he said. He spoke with Israeli Prime Minister Benjamin Netanyahu, coaching him on how to lobby the president for action. wsj.com/politics/polic…

@trentkelp x.com/shaykhsulaiman…