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@cap_ou_pacap

"A cutting edge high-tech firm out of the Midwest awaiting imminent patent approval on the next generation of radar detectors"

Papua New Guinea Katılım Şubat 2013
1.6K Takip Edilen262 Takipçiler
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ᴊᴏꜱʜ 🇨🇮
ᴊᴏꜱʜ 🇨🇮@Absolutereigns·
« Merci Kyky d’avoir quitté Paris. » 🙏🏽 Les supporters du PSG ont fait une chanson pour remercier Mbappé d’avoir dégagé de leur club. 😭
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Dubsize@cap_ou_pacap·
@ericsalliot demain je vais voir Sinner à madrid, mais je veux surtout voir le vainqueur du tournois de la presse !
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ynet עדכוני
ynet עדכוני@ynetalerts·
משפחתו של ימנו: הוא הלך לעבוד - ומת בצורה מזעזעת. האחים הקטנים שאלו "יתפסו אותם?" bit.ly/4cPs9nM
ynet עדכוני tweet media
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Dubsize@cap_ou_pacap·
$NBIS $INFQ $COSM $MRVL are we back in the Biden market ? 😂@Maximus_Holla
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Dubsize@cap_ou_pacap·
• Defense (LMT etc.) has multi-year restocking locked via $900B+ budgets. • Discretionary (travel/retail) squeezed. War or “peace” — many consequences don’t reverse overnight.
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Dubsize@cap_ou_pacap·
2/ The “Certainty Portfolio” mindset: • Airlines ate brutal unhedged fuel costs in Q1 (DAL just reported — damage done despite revenue beat). • Refiners printed on record crack spreads. • Tankers saw rates triple on rerouting.
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Dubsize@cap_ou_pacap·
1/ Hormuz chaos : fragile 2-week US-Iran ceasefire announced. Oil crashed 13-15%, European stocks flew (Stoxx +3.7%, airlines +7-10%), but shipping traffic is still largely blocked. Headlines vs. reality.
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Dubsize@cap_ou_pacap·
@SwanDeviation @DeItaone Yes he probably thinks it’s at top and the yield will fall from these levels eventually. So he will make money reselling it later. S
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Arian
Arian@SwanDeviation·
@DeItaone Does that mean he expects the yields to fall?
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
BUFFETT SAYS BERKSHIRE BOUGHT $17 BILLION OF TREASURY BILLS THIS WEEK
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Legacy (Fan)
Legacy (Fan)@LegacySiu·
Name an African who has played for Real Madrid. You can’t
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צבא ההגנה לישראל
מטוס אדיר (F35I) של חיל האוויר הישראלי הפיל לפני זמן קצר מטוס קרב איראני (YAK-130) מעל שמי טהרן. זו הפלה הראשונה בעולם של מטוס קרב מאויש על ידי F-35
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chaotic memes
chaotic memes@memechaotic·
Animal cruelty 😭
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Patricia Marins
Patricia Marins@pati_marins64·
First Day: Iran's Retaliation Larger Than Expected, but Israel Maintains Firepower The US, lacking the range for carrier-based air strikes, limited itself to launching Tomahawk missiles. Based on just two different videos, both showing more than 20 Tomahawks launched, I estimate the US expended 10–15% of its Tomahawk inventory on the first day, hitting dozens of targets in Iran. The Israeli attacks were even more aggressive, with two major waves on the first day striking over 200 targets on Iranian territory. However, all strikes were launched from Iraqi airspace, indicating some continued Israeli caution regarding Iran's air defenses. Iran is seeking to eliminate the American AN/TPY-2 radars, but these structures are highly mobile, with US crews able to relocate more than once a day. To locate them, Iran would need Chinese assistance and considerable agility. Both Israel and the US heavily invested in drone operations for terrain monitoring to hunt for Iranian missile launchers, at least two large-scale launchers were identified and destroyed. There are still no reports of naval combat, which also suggests that Iran's navy (with over 30 warships) remains largely intact, as does the entire US fleet, which is staying well back in the Arabian Sea. On this first day, several strikes targeted mountain base exits to obstruct and delay the movement of Iranian launchers. Iranian radars were also hit, though in limited numbers. Iran has improved its guerrilla tactics for radars, which may be helping. Israel likely also worked to obstruct known silo coordinates. I see Israel repeating tactics from the last 12-day war. On the Iranian side, the focus was on US bases in Gulf countries. At least 6–8 bases are under heavy bombardment, what I calculate as damage already in the billions of dollars, given that the Qatar base alone cost $10 billion. Air defenses at these bases were largely exhausted on the first day, with few Patriot batteries still operational and showing low efficiency, as some footage demonstrates. Iran also destroyed an AN/FPS-132 radar in Qatar and a radome in Bahrain, which probably housed a high-altitude radar or SATCOM system, both high-value assets. Overnight, Iran is expected to maintain the missile pace, focusing on Israel and additional US bases. I believe Iran will launch around 100 long-range missiles during this period. This is a protracted conflict. On the first day, the Strait of Hormuz was already closed, as we had predicted here, and it has strong potential to drag in other Gulf countries. On this first day, everything has unfolded as we anticipated over the last 15 days.
Patricia Marins tweet media
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Michel Denisot
Michel Denisot@michel_denisot·
Quand on n’est pas sur place il faut un peu de modestie dans l’analyse.
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Dubsize@cap_ou_pacap·
@al_petel @michel_denisot @SinclairThomas4 C’est super de vouloir la fin d’un régime, mais agir c’est peut-être mieux non? Les iraniens célèbrent la mort de l’ayatollah. Les bombardement anéantissent le régime et vont aider les Iraniens à reprendre le pouvoir. En tout cas, tout est fait pour.
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Anne-Laurence Petel 🎗🇨🇵🇦🇲
@michel_denisot @SinclairThomas4 Vouloir la fin du régime sanguinaire iranien est sain et normal. Mais vu ce qu'a fait Trump au Venezuela, on peut avoir des craintes pour la suite. Parce que ce sont les Iraniens qui se retrouveront face aux balles des gardiens de la Révolution. Pas les occidentaux ou la diaspora
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