Friday going into another war weekend. Guess what happens to stocks tomorrow afternoon?
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Jonathan Seller
4.6K posts
Jonathan Seller
@JonathanSeller
Made millions as an early Tesla investor… moved from being a wage earner to an asset allocator to increase cash flow. Covered Calls, Cash Secured Puts are my $
Detroit, MI Katılım Şubat 2009
219 Takip Edilen1.1K Takipçiler
@Docdiamonddon00 @MarioNawfal Allah has been to busy protecting the regime leadership… oh wait…
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@MarioNawfal May Allah bring peace in the region and in the world.
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🇮🇷🇾🇪 Senior Houthi official warns attacks are "coming soon" and tells Arab states not to intercept missiles from Iran and its allies.
The Houthis just announced themselves as the next front in this war.
As if nine countries weren't enough, Iran's Yemeni proxy is about to make it ten...
Source: AJA
Mario Nawfal@MarioNawfal
🚨🇺🇸🇮🇷 DOJ seized four domains linked to Iranian intelligence used for hacking and influence operations on American soil. The war isn't just missiles and drones. Tehran has been fighting a cyber war inside the U.S. simultaneously and the DOJ just pulled the plug on part of it. Source: @ILRedAlert
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🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA
JFC…
National Security Division, U.S. Dept of Justice@DOJNatSec
Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…
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Don’t launch a war with Iran until you have absolute perfect drone defense capability. Period.
This would have been the case had Trump waited just one year from now when @PalmerLuckey would have made this a reality!
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No bro. They weren’t going to start investing billions in the rebuild of Gaza until they took out the military capabilities of Iran. No investor would give to the rebuild and no tourist would dare step foot in Gaza. This was the inevitable next step. Also… what happened in Gaza is utterly horrific.
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At this point it should be abundantly clear that the US was forced into this conflict by Israel. While the US and Iran were negotiating, Israel was ready to take unilateral action as they did not trust the Iranians to live up to any agreement they might have made with the US.
They were able to convince people close to Trump that this could be resolved quickly and that the US involvement would be minor. This is why the US was not ready for the current escalation that we are seeing today.
Israel understands that agreements on pieces of paper can be violated but a Nuclear Iran would result in Israel living in constant fear. This was unacceptable to them. They are way more exposed to the risk of a Nuclear Iran than the US is and did what they believed would be best for their people and their security.
What Israel and the US did not count on was Iranian willingness to escalate this into a full blown MAD, Mutually Assured Destruction, scenario.
Now we're left with 2 choices.
Option #1...
Leave and also certainly bolster the remnants legitimacy and give them a proven framework on how to apply leverage on the US, Israel and the GCC. Everyone would see this as a defeat of the US and its ability to defend its allies.
Option #2...
Ground war.
Kris Patel 🇺🇸@KrisPatel99
Called it... now can yall get off my back... Jeeze..
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@elonmusk Tesla’s failure to advertise is so apparent.
What happened to taking new course when data points to a greater than likely chance of public education on FSD and EV charging moving in Tesla’s favor?
Make a poll and ask your investors ?!
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Even if you blow up every single Iran drone facility… you’ll never eliminate China’s drone industry which will indefinitely supply Iran with even more advanced drones.
So how long we going to play the game of “we just need to hit them a little bit more”.
You can’t eliminate a religious ideology. You can only contain it.
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Putin is in charge of Iran.
It’s so obvious he’s told them to sit back and wait this thing out…
Let Russia make a ton off Oil
Wear out the USA political will
Create USA inflation
Watch Trump exit.
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@farzyness Tesla doesn’t have access to the chemical compounds required. All are on lock down by other companies for years to come. Do research before believing Elon.
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Tesla Terafab is going to be one of the most profitable insurance policies in business history.
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Iran will instal a Tax on the straight. They’ll do this to cover war damages. This will cause oil to stay inflated for years to come. Bullish Tesla.
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So easy to see…. china and russia love that the USA is now engaging in 2 proxy wars. Drain our resources and political will then attack Taiwan.
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Why is $SOFI getting beat down? Is this because of $NU bank?
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JUST IN: 🇮🇷 Iran says the Strait of Hormuz is open to all countries except the United States and Israel.
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Trump will tweet something positive on Sunday night before markets open.
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@farzyness @chamath You’re the one being dishonest. I hope your life sees integrity as something to pursue over productivity. Your credibility is shot.
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Not a single meaningful company has yet to say that they are making at least 2x+ from all of this incremental money they are spending since even last Fall!
When ROI?
Pratham@Prathkum
Everyone is talking about writing code 10x faster with AI. Very few are showing the products they shipped 10x faster.
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Solution to Iran War:
1. Now that we’ve effectively defanged Iran from getting a nuclear weapon, Trump should declare victory and say “I’ll be back”.
2. Trump should take the next two years and pump out anti drone tech that ensures every allie in the region can take out 100 percent of the future drone swarms.
3. Trump should propose that the USA will never put boots on the ground again. We don’t need to. Instead of being the world police, the USA will now become the world’s gun store.
He should do this before his April
Visit to China. This is how he will win favor again.
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@farzyness @chamath You forgot that AI writes books you sell to grift your audience. It also helps you erode your credibility with your audience.
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I’m already showing ROI in my end as a media business.
I think ROI will show up first in non-traditional places. For example, AI massively helps with idea generation, scripts, titles, thumbnails, and so many other steps of the video creation process, to where now most of my time is executing on high quality video ideas
My views have as much as 10x because of this. Revenue will likely 3-10x this year because of this by December.
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I think the 2200 marines are headed to Lebananon not Iran. No one thinks this but me but to me it makes most sense to deal with Hezbollah first while the USA waits out the straight being shut. Remember, the straight being shut will crush Iran economically.
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Let me dust off my crystal ball and explain what's going to happen here.
Iran is going to lose this war.
Their ability to terrorize the region will be over. This will usher in a new era of peace and prosperity in the Middle East. Hezbollah and Hamas will be eliminated.
Once the war ends, which should be within the next month or so, gas prices will fall to their lowest levels in years.
All of the recent stock market losses will recover and more.
Once Hamas is gone, places like Gaza will be rebuilt to rival the beauty of Dubai.
The Republicans will win the House and the Senate in the midterms.
MAGA will dominate DC for a generation.
And that's the way it is.
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