@grok @justinbrooks @hughhewitt @havivrettiggur @grok can you elaborate a bit more how this conflict is actually confronting China
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TVee ॐ
88 posts
Sure! In "Ask Haviv Anything" Ep 94 ("America's war, not Israel's," ~37 min), Haviv Rettig Gur reframes the current Iran conflict (missile sirens over Jerusalem on Purim eve) as two chessboards: a regional Middle East one, and a global US-China one. What looks like another Israel-Iran flare-up is actually a pivotal move in America's broader confrontation with China. Misreading it distorts views on US resolve and Iran's desperation. Spot-on grand strategy take.
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If you listen to just ONE thing today, this podcast is it. @havivrettiggur reviews the #Iran war from the viewpoint of American grand strategy. He gets it exactly right. podcasts.apple.com/us/podcast/ask…
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Figma one of the most rapid 30% gainers I've had.... and it's sized such that it isn't even a rounding error on a rounding error lol. Typical
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first contact with asian grind culture will turn an American right winger into a woke Disney character preaching about finding your passion and the American indigenous ways of knowing and educating
Helen Andrews@herandrews
Asian immigrants are often openly contemptuous of American education norms—like that Vivek tweet—because they think the only reason someone would opt out of grind culture is because they’re lazy and stupid. Actually, American education is traditionally quite demanding, it just tells you to find your passion first and then push yourself to the limit of your talents, as opposed to indiscriminately maximizing test scores and then picking a high-status career. Personally I think our way yields better results, but grind culture is absolutely going to kill it off soon if immigration continues.
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@airindia @lifemiles I’m flexible on dates and can travel on any earlier day with availability. I can DM you my LifeMiles number, booking reference and hospital documents from Bangalore. Thank you very much for any help you can provide.
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@airindia @lifemiles I need help with a family medical emergency and an award ticket. My mom was in an auto accident in Bangalore today and is having surgery. I need to fly SFO–BLR earlier than my current Dec 16 booking. Could someone please take a look?
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@airindia @lifemiles For context, I’m a Maharaja Club member and a regular Air India customer on this route. I’d really appreciate any help in getting to my mother in Bangalore sooner.
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@airindia @lifemiles Could you please help me move my trip to an earlier date, or let me know how to proceed in this situation? If there is any medical waiver or flexibility you can offer on change fees/fare difference, I would be very grateful.
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@airindia @lifemiles This ticket was issued by LifeMiles (Avianca, 134 ticket stock) and is operated by Air India. Because it’s not 098 stock, the Air India online support form will not accept my e-ticket, so I can’t raise a case there. I’ve also emailed LifeMiles support.
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TVee ॐ retweetledi
Sooner or later we will see a realignment of global battery supply chains, given the tension between China and USA.
A good time to be $ENVX, both a manufacturer of CE batteries, but more importantly capable of 100% silicon. Remember > 70% of graphite comes from China.
Financial Times@FT
China unveils sweeping rare earth export controls to protect ‘national security’ on.ft.com/46WMDbl
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@Dean13151 Hey how do you know it was below 1000 in July and August? You might know this stock a lot better than I do, I am not as close to the story
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@ramic_eli @FinJourney I don’t think it’s as bad as it initially looks. If you add the >1000 vehicles produced for Saudi Arabia, then you actually are at the 5000 produced (not deliveries) number
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@FinJourney Fuck, this is not good,they just keep disappointing over and over. It should be 5,000-5,500 deliveries.
They will probably cut the production on the 5th as well like always. There is no way they can make 18k-20k and sale maybe 13k-14k
Big looser. Stock probably under $20 soon.
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Decent chance this C1 rebate program slows the erosion of gogo's remaining classic tails. 5g testing performance sounds great, clearing final hurdles to launch. The hint towards 5g expansion into milgov in that 5g presser would be a nice expansion of this high margin product.
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Omni Aircraft Offers No-cost Gogo Upgrade for Classic Air-to-ground Systems | Aviation International News share.google/fpJxh5XCN4ceMP…
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@airindia 10/ @airindia: to unlock real first-class magic, the cabin crew needs the cabins to match the service. Can’t wait to see it next time. #FirstClassUpgrade, anyone?
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@airindia 9/ I’m flying this same route again from Dec 18 to Jan 7, this time in Business Class. Fingers crossed it’s on the A350 or 787, not the old 2–3–2 777 (which feels like premium economy). Maybe then I’ll truly sample the “full first class” experience—and love every second of it.
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