Perpetual Anxiety
94.6K posts

Sabitlenmiş Tweet

@Guidedtouch @phildstewart 10,000 strikes and one fuck up. But that’s all you retards can go with
English

@phildstewart Hell, the U.S. bombed a girls school, i would say their intel is lacking like a mofo
English

SCOOP!!! -- The United States can only determine with certainty that it has destroyed about a third of Iran's vast missile arsenal.
The status of around another third is less clear but bombings likely damaged, destroyed or buried those missiles in underground tunnels and bunkers, according to the U.S. intelligence, our sources say.
w/@idreesali114 @JonathanLanday @ErinBanco
English

@Mobius22_ @LucasADWebber Well we don't have a secretary of defense we have a secretary of war now
English

Sophisticated drones attacked Louisiana's Barksdale bomber base
It is the first time a US airbase was temporarily put out of operation in wartime, something that never happened even in World War II. asiatimes.com/2026/03/sophis…
English

New Details: US Pilot Suffered Shrapnel Wounds After 'Unkillable' F-35 Was Struck By Iran zerohedge.com/geopolitical/n…
English

@Breaking911 Handing out water doesn’t erase the fact that ICE’s presence is intimidating and unnecessary for travelers PR stunts aren’t safety.
English

President Trump said early talks between the US and Iran were ‘really good’ and claimed Iran was serious about reaching a deal. However, Iran's Parliamentary Speaker Mohammad Baqer Qalibaf denied any talks had taken place reut.rs/3NA03Vc
English

@TheORBFund @garyblack00 I’m doing well, but appreciate your interest
English

@Mobius22_ @garyblack00 Ur just mad he decided not to hold bags and your left holding 🤡
English

For $TSLA bulls excited by a potential TSLA/SpaceX merger: If TSLA with a 100x EV/EBITDA and $1.5T market cap buys SpaceX with a 200x EV/EBITDA and $1.5T market cap, the dilution math suggests a 20-25% reduction in TSLA value.
Math:
- TSLA issues $1.5T new equity for $1.5T SpaceX equity.
- TSLA EBITDA of $15B/year combines with SpaceX EBITDA of $7.5B/year.
- Combined entity now has $3.0T Equity and $22.5B EBITDA. TSLA has $30B net cash which is insignificant to this analysis.
- Because stocks post-merger generally trade at the lowest common multiple and SpaceX future cash flows are highly uncertain, post merger TSLA/SpaceX should trade at a 100x EV/EBITDA so $2.25T. That’s a reduction of $750 billion in value (100 point multiple change x $7.5B EBITDA purchased = $750B) = 25% reduction.
- The 25% value reduction is commonly referred to as a “conglomerate discount” since stocks trading separately on their own multiples and growth prospects almost always trade at higher multiples vs two companies merged together where the lowest common multiple generally prevails.
- In my 30 years as a professional investor I have rarely seen post-merger companies trade at “blended multiples” based on the underlying companies’ respective multiples and growth prospects.
- Financial history is littered with examples where unrelated companies with different multiples and growth prospects were merged together and the lowest common multiple won out (e.g. RJR/Nabisco, GE, ITT, Gulf & Western, Time Warner, Sara Lee, Fortune Brands, several others).
- On the other hand, if SpaceX buys TSLA that could result in short term gains for TSLA shareholders but expect TSLA investors who bought TSLA for its upside in EVs, autonomy, and robots and who now own SpaceX stock to sell their shares post merger.
- There can only be one multiple for a stock. With conglomerates, the least common multiple generally prevails. The notable exception to this rule has been Berkshire, because of the Warren Buffett premium that attaches to the company purchased.
In short, a TSLA/SpaceX merger is a solution looking for a problem. It’s dilutive for $TSLA shareholders and so unlikely to happen.
Sawyer Merritt@SawyerMerritt
A Tesla and SpaceX merger feels inevitable at this point.
English

Trump wants to keep the US as the global hegemon and keep the world under the petrodollar
But a new world order is emerging
One that will cede power to several large nations.
Matt Morse@MattMorseTV
Chinese "professor" Jiang says that the United States should willingly forfeit it's role as the #1 global superpower to China and Russia, to which Tucker Carlson agrees and then blames Israel for preventing that from happening. Dude, what happened to Tucker?
English

@snnajieze @elonmusk I can’t wait til I can blanket block your entire fucking country on here
English

@elonmusk If you’re serious, let’s explore a transparent plan with independent oversight and lasting funding solutions that don’t bypass the budget process.
Happy to discuss options.
English

@elonmusk @BillAckman You’re Finally doing something to help Americans, after firing everyone in the government
Bout time!
English

Chuck Norris Was a Great Action Star -- but Politics May Overshadow His Legacy variety.com/2026/film/opin…
English

Switzerland halts weapons exports to US due to Iran war, citing neutrality reut.rs/4spaRo4 reut.rs/4spaRo4
English









