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Trump’s war in Iran is costing the U.S. economy 10,000 jobs a month, Goldman Sachs says fortune.com/2026/03/26/tru…
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predawnraid🌻🍉
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predawnraid🌻🍉 retweetledi
OpenAI may have caused the worst consumer hardware crisis in a decade with purchase orders that were never real.
In October 2025, Sam Altman flew to Seoul and signed simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a similar commitment at the same time. The pricing and terms would have looked very different if they had.
Those "deals" were letters of intent, not binding purchase orders. No RAM actually changed hands. But the market treated them as real. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. DDR4 kits that should have been in oversupply doubled. Retailers stopped posting prices entirely.
The Abilene Stargate expansion just got cancelled because OpenAI couldn't forecast its own demand. Oracle couldn't agree on financing. The partners are squabbling. Bloomberg reported the $500B project hadn't started and no funds were raised to meet the initial budget. Multiple data center buildouts are delayed or shelved.
Now DDR5 prices are finally dropping for the first time in months, and it has nothing to do with OpenAI walking away from anything. Google released TurboQuant on March 24, a compression algorithm that cuts AI memory requirements by 6x. SK Hynix and Samsung stocks dropped 6% and 5% overnight. Corsair kits fell $60-100 from their highs within days.
One company locked up 40% of global memory with commitments it may never fulfill. A different company published a research paper. The research paper is doing more for RAM prices than the entire supply chain has done in six months.
Roger@rdd147
🚨 RAM prices are plummeting after OpenAi failed to fulfill its commitment to purchase 40% of World supply and terminated its $71 billion SKHynix promise. $MU
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The headlines calling this “damaged” significantly undersold the impact.
Obliterated.
OSINTtechnical@Osinttechnical
New image reportedly showing the USAF E-3 Sentry destroyed in an Iranian attack at Prince Sultan Airbase on Friday. Matches 81-0005, an E-3C seen deployed to the base in recent weeks.
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Make no mistake: hitting water sources across Iran, in a country famously known for catastrophic droughts and existential water shortages, is a clear genocidal intent.
Najat@theafroaussie
Israel and America hit a water source in Western Iran Holy shit, prepare for the consequences
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not sure people quite understand the significance of this.....
Everybody wants to do deals with Ukraine because they have quite literally are the worlds leading experts and masters of the new drone war paradigm, both offensive and defensive
Shanaka Anslem Perera ⚡@shanaka86
BREAKING: Qatar just signed a 10-year defence co-production agreement with Ukraine. Not an advisory partnership. Not a training exchange. Co-production facilities. Joint defence industry projects. Technological partnerships between companies. Signed by the Chiefs of General Staff of both nations on March 28 per Zelensky’s verified account and Qatar News Agency. Qatar shares the world’s largest natural gas field with Iran. The North Field / South Pars reservoir holds 1,800 trillion cubic feet of gas per the IEA. Two-thirds lies in Qatari waters. Ten days ago, Iran hit Ras Laffan Industrial City, the facility that processes all the gas from Qatar’s side of their shared field per CNN and QatarEnergy. Seventeen percent of Qatar’s LNG capacity is offline for three to five years. Fourteen percent of helium exports are cut. Force majeure declared. Iran bombed the other half of its own shared gas field. And now Qatar is building weapons factories with the country that mastered killing the drone Iran used to do it. The drone is the Shahed-136. Iran designed it. Russia industrialised it. Russia fired it at Ukrainian cities for four years. Ukraine developed the $2,100 Sting interceptor that kills it at a 70 percent rate. Zelensky told The National he can deliver 1,000 interceptors per day. The 10-year deal ensures Qatar will not just buy these weapons. It will manufacture them on Qatari soil with Ukrainian technology. This is the first time in the history of this war that a Gulf state has committed to building the production line, not just purchasing the product. Saudi Arabia signed a defence cooperation agreement on March 27. The UAE agreed to security cooperation on March 28. But Qatar went further. Co-production means factories. Factories mean sovereignty over supply. Qatar will no longer depend on anyone for the weapon that protects the gas field that powers 30 percent of the world’s helium. Zelensky met Amir Sheikh Tamim bin Hamad Al Thani and Prime Minister Sheikh Mohammed bin Abdulrahman Al-Thani. He updated them on Russia’s ongoing attacks and its cooperation with the Iranian regime. He told them air defence remains Ukraine’s absolute priority. Then he asked for what he has asked every Gulf leader this week: Patriot missiles that the Gulf possesses and that Ukraine desperately needs to stop Russian missiles that use the same guidance components from the same Chinese rare earth processing chain. The exchange is now visible across three countries in 48 hours. Ukraine gives cheap interceptors and expertise. Gulf states give expensive missiles and investment. Ukraine gets what it needs for Russia. The Gulf gets what it needs for Iran. And the drone that connects both wars, the Shahed that Iran designed and Russia upgraded, becomes the mechanism through which two separate conflicts merge into a single weapons economy. Trump called Zelensky “the greatest salesman on Earth.” In 48 hours, Zelensky signed three defence agreements across three Gulf capitals, secured a 10-year industrial partnership, deployed over 200 specialists, and positioned Ukraine as the sole provider of the one capability America’s $3.9 million Patriot cannot replicate: cheap, high-volume, battle-proven drone interception at $2,100 per unit. The country America said it did not need just locked in a decade of Gulf defence contracts while America raids Swiss accounts to cover its own interceptor shortfall. Full analysis - open.substack.com/pub/shanakaans…
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This was almost certainly struck using targeting data from Russia and China.
These planes a critical and incredibly valuable US assets.
The US has lost more critical (non-human) assets in 3 weeks in the Gulf than during the *entire* Iraq and Afghanistan wars.
Yet Trump rewards Russia by loosening sanctions on them.
Pathetic and foolish.
OSINTdefender@sentdefender
Pictures show the total loss of 81-0005, an E-3G “Sentry” Airborne Early Warning and Control (AEW&C) Aircraft with the U.S. Air Force’s 552nd Air Control Wing based out of Tinker Air Force Base, Oklahoma, following yesterday’s Iranian ballistic missile and drone attack on Prince Sultan Air Base in Saudi Arabia. The strike appears to have purposefully targeted the most important part of the E-3, that being rear of the aircraft which holds its rotating radar dome, containing several sensitive instruments including antennas for the E-3’s AN/APY-2 Surveillance Radar System.
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they said it was “damaged” btw. this doesn’t look damaged to me. it looks obliterated. that’s housing, education, and healthcare money on fire btw.
OSINTtechnical@Osinttechnical
New image reportedly showing the USAF E-3 Sentry destroyed in an Iranian attack at Prince Sultan Airbase on Friday. Matches 81-0005, an E-3C seen deployed to the base in recent weeks.
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She understood her assignment 👏🏾
Nate Friedman@NateFriedman97
I confronted a No Kings protestor on the lack of diversity at the protest, she told me she's here because black people can't be.
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All the techbros who worked to get Trump elected have now just watched him blow up their businesses by fucking the global supply of helium.
Literally. 🤣
That's some serious irony right there.
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EXCLUSIVE: Russia took satellite images of a U.S. air base days before Iran attacked the site and wounded Americans, Ukrainian President Volodymyr Zelenskyy says. nbcnews.com/world/ukraine/…
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They just killed the guy JD Vance was supposed to be negotiating with, they blew up key energy infrastructure in Iran against US wishes, they blew up hospitals, they blew up a water facility, and now this. When will you realize the Israelis are TRYING to force a bigger war?
Al Jazeera Breaking News@AJENews
BREAKING: Rosatom says situation at Iran's Bushehr nuclear power plant continues to deterioriate after multiple Israeli attacks. 🔴 LIVE updates: aje.news/pg663c?update=…
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🚨 Iran’s attack on Prince Sultan Air Base destroyed a U.S. command aircraft that will cost $1B+ to replace — and possibly destroyed three Stratotankers costing $80 million each
New images show a destroyed Boeing E-3 Sentry at the base in Saudi Arabia, with the fuselage torn open and burned out—damage likely consistent with a total loss.
➡️ The E-3 is an AWACS (Airborne Warning and Control System)- a flying radar and airborne command center that tracks threats and directs U.S. air operations across entire regions. The U.S. has only about 16 remaining, making each loss critical.
➡️ The E-3 fleet is strained, with only about half the aircraft available for missions at any given time, according to Air & Space Forces Magazine. Replacing its capability now costs over $1B per aircraft, based on current replacement programs.
➡️ The strike also hit refueling assets. Up to six KC-135 Stratotankers were reportedly at the base, with claims that three were destroyed and others damaged, though this information remains unconfirmed.
➡️ The impact:
“There are going to be coverage gaps,” says Kelly Grieco, a senior fellow at the Stimson Center. Without AWACS, the U.S. risks degraded tracking, slower targeting cycles, and weaker coordination across the battlespace.
Kelly Grieco@ka_grieco
Iran damaged a U.S. E-3 Sentry AWACS at Prince Sultan Air Base yesterday. The USAF has 16 left, nearly 40% are already in theater, and there's no production line to replace them. This is one of the most strategically consequential losses of the war so far. A 🧵
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We are Finding Out.
"The Colorado River can no longer support a water-intensive livestock industry. To get through 2026, in my opinion, the region must now prioritize crops for human consumption over animal feed.
The American food system is quietly edging towards catastrophe."
Sarah Connor@collapse2050
The simultaneous failure of the Colorado River and the fertilizer supply chain leaves American agriculture in peril this year. collapse2050.com/collapse-of-us…
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Worked in semiconductors for many years.
Usage of helium for making computer chips is ubiquitous and required.
We just blew up 30% of the world supply.
No helium means no AI chips.
No AI chips means no AI data centers.
No data centers means no AI bubble.
=Market crash.
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This reminds me of COVID. Certain areas of the world facing impacts first, while everyone else acts like life will be normal, until it’s our turn
Suppressed News.@SuppressedNws1
⚡️🇪🇬Egypt orders energy-saving measures: shops and restaurants must close by 9pm on weekdays and 10pm on weekends; a Sunday work-from-home policy will run for one month in April, excluding schools, universities, and hospitals.
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Israel should be completely isolated and sanctioned by the rest of the world as a rogue power seeking to create a nuclear incident.
Al Jazeera Breaking News@AJENews
BREAKING: Rosatom says situation at Iran's Bushehr nuclear power plant continues to deterioriate after multiple Israeli attacks. 🔴 LIVE updates: aje.news/pg663c?update=…
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Today was one of the most horrifying days of my life as an academic. Walking through Iran University of Science and Technology, a top-ranked public university in Iran, I was struck by the devastation. Only last month, this campus was alive with students, bustling between classrooms. Now, parts of the campus lie in ruins, classrooms shattered, hallways choked with dust and shattered glass.
I saw the offices of professors burned. A newly renovated building, where students gathered for programs, for socializing, for life, destructed.
One student, tearfully, told me: “My professor’s office was still burning a little. That’s where I used to wait for office hours. To ask questions. To appeal my grade.”
This is the same university that launched Iran’s Omid and Zafar 2 satellites, symbols of homegrown technological achievement. A week ago, one of its professors was assassinated. Yesterday, they bombed it.
From sanctions to targeted killings, to the bombing of research centers and universities, there’s a clear pattern: de-development & de-industrialisation/ the systematic dismantling of a nation’s indigenous development, its industrial base, its capacity to stand on its own.
We will never forget that as the American and Zionist war criminals blatantly target universities, schools, hospitals/ assassinating professors and killing children, and after 2 years or genocice, western intellectuals are still debating whether or not to pass a symbolic, non-enforceable BDS resolution.
Photos taken by me, full report incoming.
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It has been well known that a war with Iran would be unlike anything the United States has seen in decades. They started it anyway and are now acting surprised because they think we're all stupid.
merp@0xMerp
in 2002 the pentagon spent $250m to simulate battle in the strait of hormuz
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European allies say Russia is helping Iran more than the U.S. has publicly acknowledged, sources say.
cbsn.ws/4116Eek
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