Grahm Thrush

85 posts

Grahm Thrush

Grahm Thrush

@GrahmThrush

Katılım Kasım 2025
117 Takip Edilen22 Takipçiler
Glass Lens Investment Research
@HormuzLetter Do u know how ridiculous this tweet sounds? The likelihood the U.S. would agree to something like this is legit as close to 0% as you could imagine. Why would the U.S. ever agree to something even remotely close to this? It would signal the end of our world power status.
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Iran says contrary to what the US claims, the now fully leaked "Memorandum of Understanding" contains no Iranian commitments to hand over nuclear stockpiles, remove equipment, shut down nuclear facilities, or even commit to not build a nuclear bomb. Instead, all nuclear issues are deferred to a 60 day period of negotiations after signing, per Fars News. For this period to start, the US would need to accept no nuclear commitments from Iran, agree to release $100 billion of Iranian frozen assets, lift the naval blockade, lift all oil and petrochemical sanctions during the negotiation period, pay $270 billion in war reparations, and accept Hormuz under "full permanent sovereign Iranian management and authority" at pre-war traffic levels with no US presence.
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Iran International English
Hardline Iranian influencer Ali Gholhaki said on Wednesday the United States proposed a package to Tehran that includes reopening discussions on the Strait of Hormuz, releasing 25% of Iran’s frozen assets - about $25 billion - allowing uranium transfer abroad, and accepting 3.67% enrichment limits, alongside other nuclear and sanctions-related measures, though key disputes remain unresolved. "Americans, after receiving Iran's feedback, have proposed that the "end of the war across all fronts," "lifting of the US blockade on the Strait of Hormuz," "opening of the Strait of Hormuz by Iran with tariffs and the maritime route preferred by Iran," "release of 25% of Iran's frozen assets _approximately $25 billion_," "exemption for Iran's oil sales for 30 days," and the main phase of negotiations—namely "removal of 400 kg of uranium from Iran _in the best case, shipment to a third country_" and "acceptance of Iran's right to 3.67% enrichment (unlikely to be accepted by the U.S. in the final phase)" and "closure of nuclear facilities _excluding the Tehran reactor, solely for medical purposes_"—be signed all at once by Iran!" he posted on X. "Iran says all phases proposed by the US should be implemented for verification over 30 days, so that Iran can both sell its oil and be persuaded to engage in nuclear negotiations!" Gholhaki added.
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@karshanandrea @BarakRavid @axios It’s been the Americans that hasn’t negotiated in good faith. When you bomb a country DURING negotiations it makes you inherently untrustworthy
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Andrea Karshan
Andrea Karshan@karshanandrea·
@BarakRavid @axios Trump is giving too much credit to Iran.Iran won't keep any of its promises. And if America and Israel don't continue the war, Iran will just regroup and gain its power again.
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@InTheAssembly Yeah and almost no data centers or capacity are coming online in 2026. Make it make sense…
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The Assembly
The Assembly@InTheAssembly·
Do you know how crazy this is? This chart tracks total daily spending on LLM tokens across the entire industry. In December it sat at 1.01. Today it just hit 2.12. Total spending on AI inference has more than DOUBLED in under six months. Every doubling means more GPUs, more power, more cooling, more data centers, more capex. It’s why the hyperscalers have guided over $300 billion in capex into 2026. It’s why NVDA's data center number keeps doing the impossible. The bear case used to be that AI demand was a sugar high. The chart says the exact opposite. But it raises a harder question. If consumption is doubling every six months, the infrastructure bill of every company running models at scale is doubling too. Someone is paying for all of this. Either AI monetization catches up to AI adoption. Or the next twelve months expose who can actually afford to keep going and who can’t.
NoLimit@NoLimitGains

Wow This is absolutely insane

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Brian Allen
Brian Allen@allenanalysis·
🚨 JUST IN — Thomas Massie concedes the race: “I would've come out sooner, but I had to call my opponent and concede.” “And it took a while to find Ed Gallrein in Tel Aviv.” That line is going to detonate across Washington. Massie just turned his concession speech into a missile aimed directly at the flood of outside money and foreign policy influence that consumed this race. The most expensive House primary in U.S. history ends with one final message: This wasn’t just Kentucky voting. This was the political establishment making an example out of someone who refused to fall in line.
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@Mankosmash @DeItaone We have no option and no cards to play here other than boots on the ground, which would be a military disaster like you’ve never seen.
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Mankosmash
Mankosmash@Mankosmash·
@DeItaone The US will never agree to a "freeze" that allows Iran to simply race to a breakout as soon as the US is distracted. We have to take the uranium out and eliminate the facilities.
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
IRAN SEEKS LONG TRUCE, HORMUZ REOPENING IN REVISED PROPOSAL Leaks cited by Al Arabiya report that Iran is seeking a phased truce and gradual reopening of the Strait of Hormuz in a revised proposal. Tehran is also said to be open to a long-term freeze of its nuclear program instead of full dismantlement, while proposing that enriched uranium be transferred to Russia rather than the US.
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@MBar39511097510 @asklivermore Do not buy into the AI hype. Amazon CFO just openly admitted to their company regretting implementing these garbage AI tools. Overhyped garbage IMHO.
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MBar
MBar@MBar39511097510·
I just started following you a couple weeks ago and subscribed last week. I’m mostly invested in mining stocks (eg, gold, silver, uranium and copper), with some oil stocks as a hedge, because I believe they will all be going up a lot the next couple of years. I can’t ignore the crazy gains in AI / tech though. What are your thoughts on mining stocks? I assume you are a firm believer AI / tech stocks are the better play at this time?
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AskLivermore
AskLivermore@asklivermore·
Listen to me. I've MADE you millions and now, I will SAVE you millions. You NEED to stay careful here. The next timing cycle is a week away. While retail is trying to PUSH the markets higher, we (smart money) are TRIMMING out and locking in some gains. What's happening? 1. Dollar $DXY - is breaking out, this is not a good sign for equities 2. High-yield bonds $HYG - they are a leading indicator, it's breaking down ahead of $SPY 3. S&P 500 $SPY - buying momentum is starting to fade 4. Volatility Index $VIX - the VIX is at support, not the best time to go big into equities What should you do? 1. I've been telling you to TRIM your top winners 2. No need to sell FULLY, just 20% - 30% so you can lock-in those gains 3. Keep it BALANCED for the next 5 months, high growth + defensive stocks Where's the opportunities? 1. Buy the DIP on AI - it will happen $MU, $ARM, etc. 2. Position some into consumer defense $WMT, $KO, $MCD, $HD, etc. 3. Get STRONG companies at lows - not CRAP companies at lows $ADBE, $NOW, etc. 4. Relative strength winners in space $RKLB, $PL, $BKSY, $LUNR, etc. 5. Healthcare and financials - they will go down, but down less that tech $V, $MA, $LLY I share all my buy and sell signals, follow my every move so you never lose any money.
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Ferferi
Ferferi@ferferivezvezi·
@EricLDaugh Any deal with these lunatics is useless. They’ll cheat in secret and get the bomb before we know it. Too late then. Only real solution: regime change with Crown Prince Reza Pahlavi in power. #KingRezaPahlavi‌ForIran
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 President Trump just announced Iran AGREED to give the US "everything," then BACKED OUT "They were going to give us the dust, nuclear dust, everything we wanted. And every time they make a deal, the next day it's like we didn't have that conversation." "And that's taken place about five times. There's something wrong with them. Actually, they're crazy. And you know what? Because of that, they cannot have a nuclear weapon!"
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Nick Boom
Nick Boom@_nickboom·
@Keita_Mufasa @parti_king People can change, however uncommon, and that is part of the point he is making. He woke up, clearly, and turned his life around, so he is encouraging that change in others. If he was a former drug addict, warning people about the dangers of drug abuse, nobody would think twice.
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PartiKing
PartiKing@parti_king·
A white man tried to have a civil conversation with chudthebuilder… then the vibe completely shifted “Once this is over you’ll never be Hirable” things started getting intense REAL fast
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@imrighturwrongk @Mid_East_OSINT @InsiderGeo That is what’s going to happen. Iran is not budging. Since this happening would be political suicidal for Trump, the only option left I think is to start a ground war. That’s where this is heading IMHO…
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Sir Doge
Sir Doge@imrighturwrongk·
@Mid_East_OSINT @InsiderGeo Hilarious if the final outcome is Iran gets: 1) unfrozen assets 2) control of SoH with tolls 3) eventual nuclear enrichment 4) removal of sanctions which is way better than before the war. they may have actually provoked Israel on purpose, knowing Trump would blow it this badly
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GeoInsider
GeoInsider@InsiderGeo·
UPDATE | Al Jazeera has the full MOU terms now: Iran stops all enrichment for 12 years and hands over 440kg of 60% uranium to the US itself, per Trump. In exchange: sanctions go, frozen assets get released, naval blockade comes down. Tehran is supposed to send its response tonight, Rubio said this morning from Rome. Meanwhile the US hit Iranian tankers again today, second day running, and Trump is talking about "Project Freedom Plus" if nobody signs. Araghchi on X: "diplomacy is always the victim." Bottom line is the same it's been for weeks. The MOU would actually end the war, except for the uranium-to-the-US bit, which is the one thing Tehran keeps refusing.
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@bix_xie @Byron__3 @AryJeayBackup They have always struck a destroyer with a one way attack drone according to Iranian media, which at this point has more credibility than Centcom.
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BXIXIE
BXIXIE@bix_xie·
@Byron__3 @AryJeayBackup No matter how angry you guys are, iran will never attempt direct conflict with the USA. They WILL NOT attack the destroyer.
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@jaynewe60269293 @AryJeayBackup I mean the destroyers did flee the Strait. Obviously not from the small attack boats, but from incoming one way attack drones and missiles. According to Iran, several drones got through and struck a destroyer.
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jay newell
jay newell@jaynewe60269293·
@AryJeayBackup He's in a F'ing fishing boat and he believes the United States Navy is fleeing from him?? I knew there was mental deficiencies in these inbred fucks but I had no idea it was pure retardation!!😂😂
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Patricia Marins
Patricia Marins@pati_marins64·
Trump continues to escalate against Iran. Today, three more Iranian oil tankers were hit, very close to the Iranian port of Bandar, practically in front of an IRGC Navy base. President Trump continues to escalate, apparently trying to force an Iranian reaction that Iran seems to be avoiding at all costs. The objectives are to reduce Iran’s floating storage capacity and to impose the presence of the US Navy in the Strait, with consequences I have already commented on in recent days. Israel is advocating for resuming attacks and focusing on Iranian energy infrastructure, exactly what Iran is trying to avoid. Israel does not appear concerned about Iranian retaliation against its own energy infrastructure. Nothing better than having a rich sponsor to foot the bill.
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Defence Journal
Defence Journal@Defence_Journl·
🚨 BREAKING: Russia and China have announced they will no longer use the U.S. dollar in any of their trade transactions.
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Lucas Crypto
Lucas Crypto@Lucascryptoq·
@HormuzLetter Fire on satellite? Sure. But linking it straight to three US destroyers damaged is a big jump. Iran says a lot of things. Real warship hits don’t usually show up as one random fire with zero US confirmation.
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
NEW: NASA FIRMS satellite data shows fire ignition in the Strait of Hormuz off Oman's Musandam province at 22:21 UTC, in roughly the same area where Iran's IRGC Navy said three US destroyers were damaged and forced to "flee" toward the Sea of Oman. An image shows a ship burning in the area.
The Hormuz Letter tweet mediaThe Hormuz Letter tweet media
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@sands_sanibel @ProfessorPape They’re moving oil by land to Pakistan and through pipelines. They’ve made more money in a couple months than they did last year selling crude
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SanibelSands
SanibelSands@sands_sanibel·
@ProfessorPape You've been watching this for a couple months and still don't understand the strategy? Iran's oil production is going to zero. If they can't store it and they can't move it then they can't pump it. Do some research.
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Robert A. Pape
Robert A. Pape@ProfessorPape·
Iran War is escalating rapidly If even 1 US naval ship is hit, expect a spiral that will spread to energy infrastructure across the region. The next phase of the Escalation Trap is beginning now nytimes.com/live/2026/05/0…
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Grahm Thrush
Grahm Thrush@GrahmThrush·
@dvmcgraw @FurkanGozukara Yeah buddy and where do you think those specialized refueling ships get their fuel from? It doesn’t magicallly appear in their cargo hold…
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David McGraw
David McGraw@dvmcgraw·
@FurkanGozukara You surely don't know anything about the Navy. Ships at sea don't have fueling ports. They use refueling ships. Try again.
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
Absolute bombshell. Expert Brandon Weichert confirms top US Navy commanders are actively resisting orders from the Trump administration. They refuse to enter the Strait of Hormuz because Iran brilliantly destroyed their primary refueling base. Washington is totally paralyzed.
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First Lady Melania Trump
Kimmel’s hateful and violent rhetoric is intended to divide our country. His monologue about my family isn’t comedy- his words are corrosive and deepens the political sickness within America. People like Kimmel shouldn’t have the opportunity to enter our homes each evening to spread hate. A coward, Kimmel hides behind ABC because he knows the network will keep running cover to protect him. Enough is enough.  It is time for ABC to take a stand.  How many times will ABC’s leadership enable Kimmel’s atrocious behavior at the expense of our community.
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