@elonmusk You’ve been awfully quiet about the Iran War, Elon.
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Les Grossman
2.1K posts
the average X user doesn’t understand middle eastern diplomacy so will misinterpret this
but increasing aggression is generally evidence that a ceasefire is near. both sides know this is their last chance to strike so they pull out all stops
zerohedge@zerohedge
*IRAN’S BUSHEHR NUCLEAR POWER PLANT STRUCK AGAIN: PRESS TV
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Mostly quiet night, 1 alert but zero sirens as everything was intercepted
In general not many rockets lately
I don’t think any ceasefire is coming, I don’t think America or Israel want one
If Iran’s not running out of rockets and launchers they’d be firing more imo
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@LukeGromen @matthew_pines What happens when energy prices double and net importers have to find a way to fund those energy purchases?
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mission accomplished…
jck✨@Alea_
🛑🛑🛑 QATAR ENERGY - DECLARES FORCE MAJEURE ON LNG CONTRACTS WITH ITALY, BELGIUM, SOUTH KOREA, CHINA
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Humble pie time.
Today $BABA hit $121 at the lows.
I came in March foolishly thinking the name was gonna go up.
I was dead wrong.
I said China is not investable. But it is tradable. Well, I even got the tradable side wrong.
Toss tomatoes at me. File this one in the Heisensuck files.
Lost like $7,000 ish overall on this trade.
Fml
Heisenberg@Mr_Derivatives
Why I like $BABA into March for a 10% tradeable bounce at least from a TA pov: -Daily RSI officially hit oversold levels of sub 30 today. Lowest since the April 2025 crash lows. -Candlestick is almost completely outside the lower Bollinger Band. Oversold. -Just hit a fresh 6 month low and sitting almost at the 61.8% Fib retracement level if measured from the Aug 2025 breakout lows. -Sitting right at 200dma currently. A little bit undercut, but not always perfect. The last time it did that was July 2025 where it took a couple days to recapture it and bounced nicely. -The weekly candlestick is sitting right at the former resistance/support area shown as the blue box. -Also price is sitting right on that orange trendline ish. -Name is down 5 weeks in a row. Has never gone down 6 weeks in a row ever in their history! -The last time I said to buy BABA it went from $150 to $181 in a month or so. Look, I always said China is NOT investable. But it is completely tradeable with these wild swings. It's time for yet another bounce. -Heis
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Can anyone explain to me why the United States promise to underwrite terrorism-related insurance claims for oil tankers passing through the Strait of Hormuz did not re-open the Strait? This seems by far the most expeditious and cost-effective solution.
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Saudi Arabia just turned Iran’s Strait of Hormuz “threat” into a geopolitical joke.
Saudi Arabia embarrassed Iran by simply moving its oil west and showing the world that it is the most reliable energy supplier on the planet.
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Mr. President, I could not agree more. Most importantly, you acted in the nick of time to prevent the religious Nazi regime in Iran from having at least 10 nuclear weapons. When the Iranians boasted to your negotiating team - Steve Witkoff and Jared Kushner - that they had enough 60% enriched uranium to make 10 bombs, you acted.
The Iranian regime thought they were dealing with Biden or Obama, believing we’d beg them not to go forward and give them a bunch of money. They made a fatal miscalculation.
The enrichment time to go from 60 to 90% - which is weapons grade - is weeks not months. Midnight Hammer saved the world from a nuclear armed ayatollah. That alone would be the greatest legacy for any president.
Epic Fury is now designed to break the back of this evil empire. @POTUS, you and your team are smartly making our country and the world safer. God bless you. Keep pouring it on.
Rapid Response 47@RapidResponse47
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@AutismCapital This is a taunt. They know they have leverage.
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Their goal is to weaken the petrodollar. That's their play.
The Kobeissi Letter@KobeissiLetter
BREAKING: Iran may allow oil tankers to pass through the Strait of Hormuz if the oil is traded in Chinese Yuan instead of US Dollars.
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@jconricus @wolfejosh Lol you’re lying because you know this quagmire benefits Israel long term
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I believe we can, and will. Faster than what the Iranian regime ever imagined.
John Spencer@SpencerGuard
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@FT Too late. Iran has the leverage. I doubted for years that Trump’s ego and narcissism would be catastrophic, but we’re at that point.
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Trump adviser calls for US to ‘declare victory and get out’ of Iran ft.trib.al/CBzfo6Q
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@NapoleonBonabot You’re a fucking idiot napoleon would be embarrassed about your military and political opinions.
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Polymarket is selling dollars for 49 cents
AF Post@AFpost
Per Polymarket, Democrats are now favored to win control of the Senate in 2026. Follow: @AFpost
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Trump will likely capture Kharg Island and hold it after the bombing stops.
Via Kharg Island, Trump will effectively control all oil exports to Asia.
If Iranian Mullahs want to export and sell oil, and pay their soldiers who protect them, they will need Trump’s permission.
The Kobeissi Letter@KobeissiLetter
What just happened to Iran's Kharg Island? President Trump just said the US has carried out the "most powerful bombing raids in Middle East history" on Kharg island. This is a MAJOR escalation for oil markets. Here's why: Kharg Island has been described as the "crown jewel" of Iran's oil industry. It is a vital, tiny island in the northern Persian Gulf that manages ~90% of Iran's crude oil exports. Kharg Island alone handles ~2% of global oil supply. In the lead up to the war, Iran was exporting as much as 3 MILLION barrels of oil per day from Kharg Island. Trump said that the US military has "chosen NOT to wipe out the Oil Infrastructure on the Island" for now. However, President Trump also said he will reconsider this decision should Iran "do anything to interfere with the free and safe passage of Ships through the Strait of Hormuz," which Iran is clearly doing right now. In other words, President Trump appears to be paving the path for the destruction of oil infrastructure on one of the world's most crucial oil ports and islands. It's no coincidence this came just 2 hours after markets closed for the weekend. Buckle up for a busy weekend ahead.
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@EnergyAntonio @TMTLongShort That’s the most extreme policy to ever adopt even though I agree that could be their logic.
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Iran is about China, but not in the childish “cut off one supplier and Beijing collapses” sense. It is about engineered scarcity. If this thesis is right, Washington is not stumbling into Middle Eastern chaos. It is accepting, and perhaps courting, a world of higher energy prices, higher fertilizer prices, disrupted shipping, and recessionary pressure because the United States is one of the few powers positioned to survive that environment better than its rivals.
Yes, the Gulf Arabs will resent it. Yes, Europe will hate it. Yes, global growth will get smashed and Russia will benefit at the margin. None of that disproves the logic. The point is relative leverage, not universal prosperity. If Hormuz is compromised and Iranian production is damaged, Asia’s import-dependent economies become more desperate for substitute barrels, maritime protection, and reliable trade corridors. Energy security stops being an abstract macro variable and becomes a weapon. So does shipping security. So does fertilizer. So does food.
That is where the real pressure on China comes in. Not because China cannot physically keep people alive on bare caloric minimums, but because regime stability is not built on subsistence rice. It is built on a population, especially an urban and coastal middle class, accustomed to rising living standards, protein consumption, consumer abundance, and the implicit promise that the Party can keep delivering all of it. Strip out reliable imports of feed, soy, meat inputs, and energy, and the issue is not mass starvation. The issue is degradation. Scarcity. Inflation. Friction. A slow reduction in the standard of life that underwrites consent.
And in that world, food exporters and energy exporters hold the knife. The United States sits on both. Brazil matters too, but Brazil is not untouchable in a truly gloves-off contest. So the thesis is not that Iran is a sideshow. It is that Iran is the mechanism: the pressure point through which Washington can raise the cost of modern life for everyone, then exploit the fact that America remains one of the last major powers with the resource base to feed, fuel, and protect the system everyone else still depends on.
That is why, under this view, the chaos is not a policy failure. It is the policy.
Or, our ruling class is retarded and didn’t think this through at all. Coin toss.
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Tehran was not just another partner for Beijing; it was central to China's grand strategy.
China invested over $400 billion in long-term infrastructure and energy investments in Iran, purchased roughly 90% of Iran's oil exports, and Tehran's geographical location was key to Beijing's Belt and Road Initiative.
In addition, by backing militant proxies and sustaining regional instability, Tehran has kept the Middle East in constant crisis and the United States out of the Indo-Pacific.
Now, a weakened, internally strained Iran can no longer function as a reliable diversionary magnet for American attention, @milesyu10 writes in @PostOpinions.
Read: washingtonpost.com/opinions/2026/…
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@BitPaine Sorry why the fuck are you so in favor of potential WW3? What are the largest rewards and largest risks in your mind?
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of all the retarded Iran war takes, the idea that a warship is not a legitimate military target in a war is perhaps the most retarded.
it literally does not matter what it was doing.
Suppressed News.@SuppressedNws1
Everyone needs to know the extent of what the U.S did. An unarmed Iranian ship invited to a joint Indian naval exercise paraded its sailors before the president alongside other participants, including the U.S. At the last minute, the U.S. withdrew from the exercise and torpedoed the Iranian vessel, then reportedly refused to rescue the survivors, leaving the Sri Lankan Navy to recover bodies from the water.
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@Loves2Splooge23 @BrianTycangco @AlibabaGroup Very frustrating for shareholders! @AlibabaGroup GYAT!
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Alibaba $BABA @AlibabaGroup continues to disappoint with another day without clarity on 3Q ER date. Confirmed today that Qwen tech head Lin has resigned abruptly along with several top personnel. As I said yesterday, this casts a cloud over the company as investors are left guessing at the mercy of their worst fears. Stock is down another 2.3% as of this afternoon.
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