run_egg_run

6.6K posts

run_egg_run

run_egg_run

@corgi_double

趋势投资者 | 秽语综合征患者 | 极度厌蠢 Communists and Woke Liberals are cancer of our society

Se unió Mayıs 2023
433 Siguiendo175 Seguidores
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Mossad Commentary
Mossad Commentary@MOSSADil·
🚨 NEW DETAILS on the rescue mission for the downed U.S. airman: •Hundreds of special forces troops, along with dozens of U.S. warplanes, helicopters, and cyber, space, and intelligence assets were used to locate the airman. •U.S. aircraft struck Iranian convoys, dropping bombs and opening fire to keep them away from the area where the airman was hiding. •As U.S. forces converged on the location, a firefight broke out during the rescue. •The airman was equipped with a beacon and secure communications device to coordinate with rescuing forces. •A senior U.S. military official described the mission as one of the most complex and challenging in the history of U.S. special operations. •Reports claim two U.S. aircraft became stranded inside Iran during the mission, prompting the U.S. to send in additional aircraft to evacuate all personnel before destroying the disabled planes to prevent them from falling into Iranian hands.
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Richard Goldberg
Richard Goldberg@rich_goldberg·
The people out there who were hoping the IRGC would capture the air crew and are now disappointed by the successful rescue are invited to leave the country with all possible speed. Get the hell out of here. 🇺🇸
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Open Source Intel
Open Source Intel@Osint613·
BREAKING: 🔴 U.S. President Donald Trump: "WE GOT HIM! My fellow Americans, over the past several hours, the United States Military pulled off one of the most daring Search and Rescue Operations in U.S. History, for one of our incredible Crew Member Officers, who also happens to be a highly respected Colonel, and who I am thrilled to let you know is now SAFE and SOUND! This brave Warrior was behind enemy lines in the treacherous mountains of Iran, being hunted down by our enemies, who were getting closer and closer by the hour, but was never truly alone because his Commander in Chief, Secretary of War, Chairman of the Joint Chiefs of Staff, and fellow Warfighters were monitoring his location 24 hours a day, and diligently planning for his rescue. At my direction, the U.S. Military sent dozens of aircraft, armed with the most lethal weapons in the World, to retrieve him. He sustained injuries, but he will be just fine. This miraculous Search and Rescue Operation comes in addition to a successful rescue of another brave Pilot, yesterday, which we did not confirm, because we did not want to jeopardize our second rescue operation. This is the first time in military memory that two U.S. Pilots have been rescued, separately, deep in Enemy Territory. WE WILL NEVER LEAVE AN AMERICAN WARFIGHTER BEHIND! The fact that we were able to pull off both of these operations, without a SINGLE American killed, or even wounded, just proves once again, that we have achieved overwhelming Air Dominance and Superiority over the Iranian skies. This is a moment that ALL Americans, Republican, Democrat, and everyone else, should be proud of and united around. We truly have the best, most professional, and lethal Military in the History of the World. GOD BLESS AMERICA, GOD BLESS OUR TROOPS, AND HAPPY EASTER TO ALL!"
Open Source Intel tweet media
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The White House
The White House@WhiteHouse·
🚨“WE GOT HIM! My fellow Americans, over the past several hours, the United States Military pulled off one of the most daring Search and Rescue Operations in U.S. History, for one of our incredible Crew Office Members, who also happens to be a highly respected Colonel, and who I am thrilled to let you know is SAFE and SOUND!” - President Donald J. Trump 🇺🇸
The White House tweet media
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ثنا ابراهیمی | Sana Ebrahimi
🚨BREAKING: Fox News just confirmed that the second pilot has been rescued and is safe, along with the rescue team. Thank God. It's an Easter miracle.
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Mr. VIX
Mr. VIX@yieldsearcher·
History is rife with regimes so distrustful of their own compatriots they entrust their security to foreign troops. This may restore domestic order short run, but they can forget about mobilizing the citizenry against external threats. Late Roman emperors would be proud.
The Iran Watcher 🇮🇷@TheIranWatcher

🚨 The Islamic Republic has flooded Iran with foreign Shia terrorists! In addition to the Afghan Fatemiyoun and Iraqi PMF forces, the Pakistani Zainabiyoun militia are also out in the streets of Tehran. The regime has seen a depletion of its IRGC forces and is now bolstering them with apocalyptic Mahdist death cults.

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Babak Taghvaee - The Crisis Watch
BREAKING: First video shows heavy clashes between USAF CSAR teams and IRGC Basij militants attempting to capture the second F-15E crew member who had been given shelter by villagers in Kuh-e-Siah, Koohdasht county, Iran. The A-10C+ pilot protecting the HH-60W CSAR helicopters launched guided rockets at the Basij militants, killing them before they could capture the crew member. #OperationEpicFury #OperationLionsRoar
Babak Taghvaee - The Crisis Watch tweet media
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Our Own Nation
Our Own Nation@OurOwnNation·
Due to the Muslim population, German schools will no longer have musical education.
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Mossad Commentary
Mossad Commentary@MOSSADil·
🇹🇷🇮🇷 TURKEY REPORTEDLY AIDING IRAN WITH WEAPONRY Reports are circulating that Turkey supplied Iran with advanced anti-aircraft and drone missiles, allegedly transported by intelligence-linked drivers to target US and Israeli aircraft. At least two reports suggest the F 15 US fighter jet was not shot down by the Iranian defense system, but was shot down by a Turkish-made shoulder-fired anti-aircraft missile. Developing. Stay connected, follow @MOSSADil.
Mossad Commentary tweet media
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run_egg_run@corgi_double·
@FreightAlley It's a bifucated economy, manufacturer is in booming but service is in decline.
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Craig Fuller 🛩🚛🚂⚓️
Flatbeds surge to all time high of $3.95/mile as industrials rip. I would have never guessed this possible with a weak housing construction market, but here we are. Manufacturing pulling the freight market up.
Craig Fuller 🛩🚛🚂⚓️ tweet media
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run_egg_run@corgi_double·
@business He actually says: Against US. China will fund us.
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Imtiaz Mahmood
Imtiaz Mahmood@ImtiazMadmood·
The UAE has halted all unofficial and unauthorized channels for transferring money to Iran with the assistance of India. Since the hawala business is controlled from Mumbai, the UAE could not have accomplished this without the support of Indian intelligence.
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✌🏼Honey Bomb 🌻
✌🏼Honey Bomb 🌻@honeyybomb·
76 trans Americans ditched the US for Trump's 'tyranny'... and fled straight into Dutch refugee camps. Zero asylum granted. Sleeping in tents and sleeping bags, conditions they call worse than American prisons. The grass wasn't greener 😏
✌🏼Honey Bomb 🌻 tweet media
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Jukan
Jukan@jukan05·
EXCLUSIVE: "Worse Than the Iran Helium Problem"... Semiconductor Industry Faces 'Tungsten Crisis' "Helium can be sourced from the U.S. or Russia. For tungsten, there's nowhere to go but China." While concerns over semiconductor process material procurement — including helium — have emerged in the wake of the Iran war, the semiconductor industry points to tungsten hexafluoride (WF6) as an even more urgent supply risk. Japanese suppliers, which account for roughly 25% of global WF6 supply, have signaled production cuts in the second half of the year. The reason: China's tightening of tungsten export controls toward Japan has made it difficult for them to secure raw materials. According to multiple industry sources on April 3, Japanese WF6 suppliers such as Kanto Denka and Central Glass began notifying Korean semiconductor companies — including Samsung Electronics and DB HiTek — of raw material supply disruptions starting last week. A source familiar with the matter said, "They indicated they can maintain supply through May–June using existing tungsten inventory, but cannot guarantee anything beyond that for the second half." The source added, "They asked Korean clients to seek alternatives such as SK Specialty or Foosung." Samsung Electronics has a higher dependence on Japanese WF6 than SK Hynix, making the switch to domestic suppliers more urgent. SK Hynix is reportedly in a relatively better position, as it already sources some volume from SK Specialty, Foosung, and the Chinese supplier Peric. Meanwhile, some foundries are now under pressure to fast-track process qualification of Korean-made WF6 — a procedure that typically takes over 18 months, parts of which are now being skipped given the urgency. WF6 is a critical precursor used to deposit tungsten films on semiconductor wafers. These tungsten films serve as pathways for electrical signals within chips. While WF6 is used across DRAM, NAND, and logic, consumption is overwhelmingly concentrated in 3D NAND — its vertically stacked cell structure means that at 200 layers, tungsten must be deposited 200 times. A technology transition to replace tungsten interconnects with molybdenum is partially underway in leading-edge NAND processes, but full-scale adoption will take considerable time. WF6 manufacturers import Chinese tungsten powder, react it with fluorine gas at high temperatures, then distill and purify it into high-purity gas for semiconductor use. China accounts for 80% of global tungsten powder supply. Since February of last year, China has imposed an export licensing regime on strategic minerals including tungsten. On top of that, following Japanese Prime Minister Sanae Takaichi's remarks on Taiwan in January of this year, China added export controls on "dual-use" items destined for Japan. Tungsten powder qualifies as a dual-use item — it is both a semiconductor material and a component used in weapons systems including tanks, missiles, and aircraft. As China's export controls have taken hold, tungsten prices have surged relentlessly. Tungsten powder prices have risen 6–7x over the past year. According to Bloomberg, the international benchmark price for ammonium paratungstate (APT) — the raw material for tungsten powder — has climbed 557% since February of last year. South Korea remains relatively free from China's export controls, and SK Specialty and Foosung have maintained their tungsten powder imports. However, SK Specialty has reportedly notified customers of a more-than-double price increase for WF6. Foosung is taking the same stance, as the cost structure is identical. An industry source said, "The bottom line is that domestic WF6 suppliers stand to benefit from the windfall."
Jukan tweet media
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Financial Times
Investors have piled into defensive positions, contributing to more than $5.2bn of average weekly inflows for high-grade bonds over the past month, according to JPMorgan. ft.trib.al/SwQM13s
Financial Times tweet media
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Doctor Zerker
Doctor Zerker@DrZerker·
@JulianKlymochko Because $5b is still relatively minor. Look into the $380b+ in multi-family purchases made in just 2021. Those properties are now worth 25-40% less. All GP/LP purchase equity gone. Many operators wont be able to kick the can down the road into 2027. $150b vaporized.
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