AlphaBriefing

SpaceX is targeting a $1.75 trillion IPO — potentially the largest in history. While the world watches Iran, a quieter race is accelerating above it: the race to own low Earth orbit. SpaceX. Amazon Leo. China's GuoWang. $12.4 billion in space VC in 2025 alone. What this means for investors — and who wins the next infrastructure build of the decade: alphabriefing.com/the-1-5-trilli…

China's coercion of Taiwan isn't escalating — it's evolving. The People's Liberation Army Air Force (PLAAF) carried out fewer than 5 daily incursions into Taiwan's ADIZ on most days since March 11. Monthly incursions fell below 200 in January and February 2026, down from 300+ per month when President Lai took office in May 2024. This looks like de-escalation. It's not. The Eastern Theater Command PLAAF likely hit its maximum peacetime operational capacity. Rather than exhaust resources on daily sorties, Beijing is consolidating gains and shifting to a new strategy: preserving signaling value while enhancing joint combat operations. The question for investors and strategists: Does a coercion pause signal weakness — or calculation? Beijing's math suggests the latter. understandingwar.org/research/china…

SpaceX quietly crossed 10,000 Starlink satellites in orbit this month. Stop and think about what that means. We're not talking about a cable upgrade or a tech company feature. We're talking about orbital infrastructure — the backbone that every modern military, intelligence apparatus, and economic system depends on. Ten thousand satellites for global internet coverage. Unprecedented commercial density in Low Earth Orbit (LEO). And it's controlled by a single American company in a strategic relationship with the US government (DoD, Space Force, NRO). Compare that to what China can do: satellite megaconstellations launched at political scale, but fragmented across state entities. Russia's broke and can't sustain launch cadence. Europe is a generation behind. This isn't about Elon being a visionary—though he is. This is about what happens when the US has a private company doing what competitors can only do at state level. American advantage in LEO just became structural, not theoretical. When the next crisis hits—whether that's a Taiwan strait confrontation, Atlantic shipping warfare, or a Middle East escalation—the side with real-time orbital coverage and communications resilience wins. Save this post. Five years from now, you'll be thinking about this moment. spacex.com/launches

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I still think about this.

Don’t worry. This is a safe space. Just breathe.

We want the war in the Middle East to end now. The world is tired of it. But any talk of destroying or defeating Israel will bring us into the war. On the side of Israel!

They were pushing forward on new features just days ago. Weird.

I’m devastated. Hope they replace it with something even better. I am guessing the costs were too much given lack of monetization for the processing cost.

🚨 HOLY CRAP! The UAE Minister of State just SHOCKED the fake news that claimed Gulf nations were "backing away" from relations with President Trump and the US over Iran "The US is a CLEAR partner to us...we intend to DOUBLE DOWN." 🔥 They lied again!

Exclusive: The US has made its offer of security guarantees needed for a peace deal in Ukraine conditional on Kyiv ceding all of the country's eastern region of Donbas to Russia, President Volodymyr Zelenskiy told Reuters reut.rs/3NPWIkK

Iranian military spokesperson: “We assess all U.S. bases in the region have been neutralized. American forces have abandoned their positions and are now hiding off-site, and we are actively hunting them down.”

🚨 The hacker group Handala Hack claims to have hacked Lockheed Martin and in their telegram claim they will be releasing information tomorrow “Those who move in the shadows will soon see the light. The secrets hidden behind the curtains of smoke and mirrors are now ready to be revealed. Those who seek the truth will soon face a reality they have only seen in their nightmares.”

The AI supply-chain tightening just got teeth. DOJ charged a Chinese national and two US citizens with conspiring to smuggle AI chips and compute technology to Beijing. This isn't new friction — it's enforcement. Translation for markets: The US has now moved from *talking about* export controls to *prosecuting the smugglers*. Nvidia, Broadcom, and other US chipmakers see three things: 1. Explicit legal jeopardy if they sell into China (even indirectly). 2. Enforcement budget and political will from DOJ to go after grey-market routes. 3. A foreign policy priority that will outlast this administration. The market pricing hasn't caught up. Nvidia's China revenue guidance is still 18% of forward guidance — and still exposed to claw-back risk if compliance sweeps happen or supply chain routes get mapped. If the US is serious about tech decoupling, this is the first real teeth. And it changes the math for any chipmaker with material China exposure. justice.gov/opa/pr/chinese…

Markets are pricing peace talks. Brent down 1.24% today on ceasefire rumours. But here's what they're not pricing: Iran just said the Strait of Hormuz will not return to pre-war status. Ever. Not "until negotiations resume." Not "pending withdrawal." Never. Reduced capacity. Mandatory fees. Unpredictable transit restrictions. That's permanent infrastructure now. Goldman Sachs just raised its 2026 Brent forecast to $85/barrel — a $8 jump from pre-crisis assumptions. The geopolitical risk premium is built in. What isn't built in: what happens the moment ceasefire talks stall. Markets have one speed: either peace narratives or war narratives. The middle ground — managed scarcity — never gets priced until it's suddenly obvious. Watch Brent tomorrow. If it's above $104, the permanent-disruption thesis is winning. If it cracks below $100, the market's still betting on normalization. One of those will be wrong. And the bill lands on every fuel tank in America. 🛢️ reuters.com/business/energ…

Chinese National and Two U.S. Citizens Charged with Conspiring to Smuggle Artificial Intelligence Technology to China “The cutting-edge AI chips the defendants allegedly schemed to export to China represent the best of American ingenuity and years of strategic investment in maintaining our technological leadership,” said Assistant Attorney General John A. Eisenberg. “NSD is committed to protecting U.S. innovation and ensuring that those who violate U.S. export controls face serious consequences.” 🔗: justice.gov/opa/pr/chinese…

Space is not just symbolic. It is strategic. A sustained lunar surface presence ensures America, not China, leads the next era of exploration. That is why my bipartisan NASA Authorization Act, which the @SenateCommerce Committee approved this month, includes provisions that will support @NASA in this effort to make an American moon base a reality. I look forward to continuing to work with NASA to maintain American superiority in space. @NASAMoonBase

TV reporter finds the dumbest spring breakers in America: ‘Who the f–k is ayatollah?’ nypost.com/2026/03/24/us-…

Applause line at protest in Philly: "For every US soldier who comes back in casket, we cheer!"

BOMBSHELL: A former CIA officer confirms the US is deploying its most elite kill squads to the Middle East. Delta Force, SEAL Team 6, and the 75th Ranger Regiment are all moving into position right now. They are preparing for a massive ground invasion.

Just walked out of a House Armed Services briefing on Iran. Let me repeat: I will not support troops on the ground in Iran, even more so after this briefing.