CA007

@NajamAli2020 I believe the only (very difficult) way to calm this situation down is: 1) 🇺🇸 & 🇮🇱 to immediately stop attacking 🇮🇷 2) 🇺🇸 POTUS to send in the only person from the West who has credibility with 🇮🇷, former SOS John Kerry (who negotiated the 2015 🇮🇷 deal) to seek an off-ramp.

For forty years, Iran has been economically strangled, not for aggression, but for refusing to kneel to a rigged global system. Its proxies and alliances aren't aggression, they are survival tools forced by a hostile region. The West didn't just watch, it tightened the noose, offering hollow diplomacy while demanding total submission. Even after Iran signaled cooperation, it was met with betrayal and shoved back into a corner. If this powder keg finally blows, stop looking for excuses. The blame lies squarely with the architects of this war. Who created this catastrophe? You did.

@washingtonpost Historically, it's not just treasure but blood spilled too.

Exclusive: The Pentagon asked the White House to approve a more than $200 billion request to Congress to fund the war in Iran, according to an administration official, a new ask that will likely run into resistance from lawmakers opposed to the conflict. wapo.st/4bt8UQk

@MalcolmNance Let's say 🇺🇸 POTUS was ready to make a deal with 🇮🇷. Who would the point of contact even be at this point, after all of the killing of the top 🇮🇷 officials? This is how incredibly thick the fog of war is right now.

Because Israel hit Iran's LNG facility at South Fars, Iran promised today to destroy the four largest gas and oil complexes in the Gulf. They have successfully hit them. Their economic war has just started. This will hurt us all.

@PhillipsRelic Will there be an SEC filing to summarize the comings & goings?

In an hour the good people at Denton’s in Vancouver are gong to attend to their ministerial duties for our wonderful company. $lion Carry on.

@MalcolmNance Per Sun Tzu:

Why did they crater Kharg runway to make it inoperable, if they already “obliterated” the Iranian Air Force. That strip is mainly used for helicopters from Iranian oil company workers. Oh well. They needed to hit something for the boss.

@_99Paul99 @admagazzu Aside from earnings, you’d hope $NFLX sees that $LION is an attractive company to possibly acquire. $NFLX would be getting not only worthy production skills, but a cash rich IP library, theatrical distribution & a talent agency. A booming upcoming feature film slate too.

@admagazzu Sure : no P&A and Box Office Risks to battle this time.

$LION #lionsgate $NFLX Source The Wrap:

@garyHeff Doesn’t Larry also own a chunk of SpaceX as well, which is scheduled for an IPO this summer?

Larry Ellison is up some $20B tonight and there are people out there who still think the $PSKY $WBD financing is shaky

@FmrRepMTG Leavitt's clip should be broadcasted to the "Free Alberta" folks that are so inclined to join 🇺🇸, as they would surely all be '1st round picks' in a potential war draft.

Karoline Leavitt doesn’t rule out a draft. How about the answer is NO DRAFT AND NO BOOTS ON THE GROUND because we campaigned on NO MORE FOREIGN WARS OR REGIME CHANGE!!! Liars every single one of them! Not my son, over my dead body!!!!!

@GDeMarraisTV Invoking the right to remain silent (and actually executing this action) is the most powerful defence tool he could’ve deployed. Just say “I’m not answering any questions” and sticking with it is enough.

BREAKING: Here is the body cam footage of Dillon Brooks' arrest early this morning. There are 4 clips. 1. officer says "it smells like a dispensary in your car" 2. officer says "What is wrong with your hand" 3. Brooks blows a 0 4. Brooks comments on the officer's driving

@Borys_Kit She sure would be a great acquirer of LIONSGATE, who's mid-budget production approach to film making ties in well with her modus operandi. Megan would be getting a cash rich IP library, (trailing 12 month revenue of $1B) as well as an established distribution system.

Excl: Annapurna is back, baby! David Ellison’s sister Megan Ellison is quietly rebuilding, hiring Chelsea Barnard and Matthew Budman to be co-heads of film of a reconstituted banner. Via Mia Galuppo #recipient_hashed=4099e28fd37d67ae86c8ecfc73a6b7b652abdcdb75a184f8cf1f8015afde10e9&recipient_salt=f7bfecc7d62e4c672635670829cb8f9e0e2053aced394fb57d9da6937cf0601a&utm_medium=email&utm_source=exacttarget&utm_campaign=Breaking%20News&utm_content=668846_03-05-2026&utm_term=273056?utm_medium=email&utm_source=exacttarget&utm_campaign=1772747722-Breaking+News&utm_content=668846_3-5-2026&utm_id=668846" target="_blank" rel="nofollow noopener">hollywoodreporter.com/movies/movie-n…

@jazzfan71 @THR I guess it must be financial malfeasance when LIONSGATE reports $1B (at 50% margin) revenue from their library (licensing out their IP) in the past 12 months? Also, upcoming slate of MICHAEL 🕺, new Hunger Games, Passion of Christ, Housemaid 2 should be written down to $0?

@THR That has no value.

Lionsgate Exec On Hollywood M&A: "We've Got a Scarce Asset" hollywoodreporter.com/business/busin…

@SullyCNBC Isn’t the far bigger risk & worry is the extreme damage to oil producing/refining equipment in the region?

Iran cannot "close" the Straight of Hormuz. It's not a canal. It doesn't have a gate. What Iran can do is make it so dangerous that insurers won't cover ships or make it so expensive that they won't risk it. But nothing stopping a ship from making a run. It ain't closed.

@Smyth4k @Breaking911 It’s funny that you literally wished yourself “happy birthday” in an X post. Did you buy yourself a cake & and sing Happy Birthday in the mirror too? Isolation & loneliness is probably why all you do is lob insults at people (your timeline is full of this).

@ACCC00007 @Breaking911 You think America cares dumbass? You think top quality equipment is cheap? Cuck of the day

SEE IT: F16 shoots down Iranian drone over Syria.

@Glenn_Diesen The only thing I can think of that would possibly satisfy the Iranians 🇮🇷 at this point is 🇺🇸 full & complete withdrawal from Middle East region Given the perceived treachery on the part of 🇺🇸 (negotiations as a guise for a surprise attack), I'm not even sure if it will suffice

I expect that over the next few days, reports will emerge about Trump attempting to put a quick end to his failed regime change war. However, he does not control anymore what he has started.

@philippilk The cost disparity of munitions is also a key factor. Along with the burgeoning 🇺🇸 debt (wars are expensive).

Reports suggest that Trump is trying to find an off-ramp. The likely reason is that interceptors are running out rapidly. Not clear if the Iranians can back down now that Khameni has been confirmed killed. 🇺🇸🇮🇷

@_rathbone @Yedolfe This keeps ticking up as well (at a much higher rate during war time).

@Yedolfe And then a new one will be appointed. Meanwhile, Israel will continue depleting more of their finite stockpile in an attempt to accomplish the same goal over and over.

Ok Israel, back to square one. You replaced the Ayatollah… with the Ayatollah. 😂

@aakashgupta I believe Larry Ellison has a $2B stake in SpaceX which should bode well for the incoming debt of the $PSKY & $WBD marriage

$1.75 trillion. $15 billion in revenue. 116x. That’s the SpaceX IPO ask, and the breakdown gets more interesting from there. For context, Tesla at peak mania traded around 30x revenue. Saudi Aramco IPO’d at 18x. This would be the richest large-cap pricing in stock market history. The number that actually justifies it is Starlink. $10.4 billion of that $15 billion came from satellite internet. 69% of total revenue from a subscription business that doubled subscribers three years in a row: 2.3 million to 4.6 million to 9.2 million, with Payload Space projecting 18.4 million by year-end 2026. At $70 average revenue per user globally, 18 million subscribers generates roughly $15 billion in annual recurring revenue from Starlink alone. This tells you what the IPO is really selling. An orbital telecom monopoly, bundled with a government contractor holding $22 billion in federal contracts, bundled with an AI company (xAI) that got approved to run Grok inside classified Pentagon systems four days ago. The xAI acquisition in February valued the combined entity at $1.25 trillion. The IPO targets $1.75 trillion. That’s a $500 billion markup in a single month. The stated justification: “orbital data centers with AI” and a moon base. Musk is selling three narratives simultaneously: Starlink as the AWS of space connectivity, SpaceX as the sole launch provider for Golden Dome missile defense ($175 billion program, with SpaceX already positioned for a $2 billion satellite constellation contract), and xAI/Grok as the Pentagon’s preferred AI model because it agreed to “all lawful purposes” with zero restrictions. The government revenue concentration is worth noting. SpaceX holds $22 billion in federal contracts. Defense contracts doubled from $856 million in 2023 to $1.8 billion in 2024. Total government funding over two decades: $38 billion, with $6.3 billion in 2024 alone. Musk’s DOGE role canceled 10,000+ federal contracts across agencies, none touching SpaceX, which raises governance questions that public market investors will eventually have to price in. This IPO is expected to raise $50 billion, shattering Saudi Aramco’s $29 billion record. Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley are all on the deal. Polymarket traders are pricing a 40%+ chance the IPO closes above $2 trillion. The real question here: a company generating $8 billion in profit priced at 219x earnings, while simultaneously serving as rocket provider, internet provider, AI provider, and defense contractor for a government where the CEO just finished running the cost-cutting agency. Every institutional investor on Earth will want a piece of this IPO. Whether the math works at 116x revenue depends entirely on whether Starlink’s doubling streak holds.

@ERCboxoffice From all the Ellison & Paramount-Skydance vitriol, you'd think it would of been -$60M.

SCREAM 7 is slashing & gashing cinemas—may slay upwards of $60M domestic this weekend.

@AndrewRangeley $PSKY now goes from (based on 2025 #'s) $28.8B sales to $66B. OIBDA $3B to $11.7B. FCF $353M to $3.3B. It would take eons to grow like this organically, hence the stock move. I think its fair value is at least $20 or so.

Something comical/crazy about both $NFLX (+13%) and $PSKY (+20%) ripping higher on the same news (that there won't be a continued bidding war for $WBD)