rg 🍁🎱
782 posts
@KobeissiLetter @elonmusk You mean use retail as exit liquidity 😂
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BREAKING: Elon Musk is planning an unprecedented move for retail investors in the SpaceX IPO:
Elon Musk is considering allocating up to 30% of SpaceX’s IPO to retail investors, far above the typical 5% to 10%, per Reuters.
Under this plan, @ElonMusk looks to "tap loyal fans" in the upcoming IPO which could exceed $1.75 trillion in valuation.
The plan includes a hands-on approach to banks, assigning firms specific roles rather than broad competition.
Bank of America is expected to lead US retail distribution, alongside firms like Morgan Stanley and UBS.
The biggest IPO in history is prioritizing retail.
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@ArmstrongEcon Netanyahu will not stop unless it achieves regime change in Iran.
Iran will not stop without guarantees it will not be attacked again, which is not happening with Netanyahu in power.
Only one of the two, with the better staying power, will prevail.
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Netanyahu manipulated Trump into this fiasco, and this is not going to end well. Netanyahu will not accept anything less than regime change. There is growing frustration with him, and there will never be any peace as long as he is in power.
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@MabNightshade @thoreau_devotee @TaviCosta And lose the ability to print money out of thin air? Nobody in power controlling a trade deficit nation will ever do that, it would be signing their own defeat.
China might, Russia can, but Turkey (or anybody else in the West) will never commit that flavor of political suicide.
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@Salted0ne @GrapheneOS @iBSparkes At that point, if your privacy matters to you, you will have a separate Graphene phone for your personal life, and an approved vanilla iOS or Android for government controlled interactions, with an offline way of transferring clipboard and files in between when needed
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@GrapheneOS @iBSparkes Then what? What would that mean for GrapheneOS?
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I think — genuinely — the only hope for jailbreaking at the point is if the EU forces manufacturers to have unlocked bootloaders. It is deeply fucked up to me that you can buy a $1000 computer and are not allowed to install your own software on it.
sparkey@iBSparkes
“Semi-jailbreak” makes me immensely sad
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@KobeissiLetter What is funny is that Trump claimed the present was 8 Pakistani flagged vessels, that are on the Iranian list of friendly countries who were not blocked to begin with.
I imagine he is super thrilled with the continuous stream of presents of Indian, Spanish, Chinese vessels too.
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BREAKING: Bloomberg says tanker tracking data since March 23rd "shows no sign" of the 8 boats full of oil that President Trump said were "gifted" to the US.
"If this was some great 'present' you’d think both sides would want it known for their own reasons," Bloomberg says.
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@thoreau_devotee @TaviCosta They are burning through dollars trying to limit their currency depreciation. Gold is a liquid asset they have.
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@MarioNawfal @DrPippaM Another mirage to get ignorant but useful idiots dreaming, while the con (in this case impending SpaceX IPO) is perpetrated on them.
You have to appreciate his ability to keep doing that repeatedly and not run out of suckers.
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Elon: People underestimate what’s coming. Intelligence. The future in energy terms.
Imagine intelligence powered by a million times Earth’s current electricity use. That would still be a fraction of the Sun’s output.
Scale that kind of energy, and intelligence rises beyond anything familiar. AI and robotics amplify economic output by orders of magnitude.
It will solve everything you can possibly think of, with longevity certainly among them.
The intelligence in the solar system will be many orders of magnitude greater than the intelligence on Earth itself.
@elonmusk
Elon Musk@elonmusk
@tbpn @shaunmmaguire Energy is the foundation of all industry
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@alihobbalah @JavierBlas The weather is warming up, no export option from there, production > demand
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@JavierBlas Great flag .. it’s very puzzling . Would you have a theory why Henry Hub hardly budging ? 🙏
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While the world panics about the loss of Qatari LNG, your reminder that nat gas prices in the Permian (Waha hub) had been negative for 35 consecutive trading days — and counting.
And that Henry Hub is at ~$3 per mBtu (compared to $8-$10 in 2022 after Russia invaded Ukraine)
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@TFL1728 Even if that is true, as rational actors, they need to choose between duck, fight or flight.
Flight is not an option.
Oman from the start and Qatar recently chose to duck.
UAE will regret electing to fight when they can't defend against catastrophic repercussions by their foe.
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@rgheorghe The UAE is a money laundry masquerading as a country
Qatar was an LNG terminal masquerading as a country
Oman is an MI6 listening post …
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Isolated you say? I say, someone realized who really controls their future.
World Affairs@World_Affairs11
BREAKING: UAE says it will join ground operation with the US against Iran. source: Reuters
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@KobeissiLetter Did I get this right?
Pakistani flagged vessels, that are on the Iranian list of friendly countries that were not blocked to begin with, is that the present to Trump?
I imagine he is super thrilled with the continuous stream of presents of Indian, Spanish, Chinese vessels too.
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BREAKING: President Trump reveals the "very big present" which he says Iran gifted to the US on March 24th.
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🚨🇺🇸🇮🇷 BREAKING:
Trump announced a 10-day pause in strikes on Iran’s energy infrastructure, saying the move follows an Iranian request and that negotiations are progressing, though the situation remains uncertain
Source: Truth Social
Mario Nawfal@MarioNawfal
🇺🇸🇮🇷 Things might be escalating beyond military bases now. An IRGC-linked report claims U.S. troops are staying in hotels in Bahrain and the UAE after bases were hit. Iran is warning hotels not to host them. If they do, those hotels could be treated as targets. That pulls civilian spaces into the conflict. Source: IRGC cyber Corps
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@HothaAli I get the need to support your side, I would likely do the same in your shoes.
That said, while they are impressive technical achievements, they are defenceless if Iran decides to attack them or the ships loading the rerouted flow.
Better not to have an all out war with them.
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People were shocked when I said Saudi Arabia can reroute its oil exports to the Red Sea.
But that’s not even the wild part.
Beneath the desert lie tens of massive underground oil storage caverns connected, engineered, and built at enormous scale.
One more reason Saudi Aramco’s reliability is on another level.
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@keshakambali @Macrobysunil They are a trade surplus nation, and each year are left holding lots of US$.
They can buy US treasuries, purchase something else (like commodities) or give/loan to entities or causes that further theirv national interests.
Having a trade surplus comes with benefits.
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India buys Russian oil using CNY and dirhams.
Russia doesn’t recycle those currencies into dollars.
It uses CNY to import Chinese goods…
and steadily accumulates Gold.
China, in turn, needs dirhams to secure Gulf oil.
So the loop forms:
CNY → goods & Gold (Russia)
CNY → dirhams → Gulf oil (China)
Trade settles. Energy flows.
But the surplus stays outside the dollar system.
And instead of funding U.S. deficits via Treasuries…
it is being stored in Gold and Silver, neutral, sanction-proof reserves.
This isn’t fragmentation.
This is a parallel monetary system forming in real time.
War didn’t strengthen the dollar.
It forced the world to build around it.
Bloomberg@business
Indian refiners have bought about 60 million barrels of Russian oil for delivery next month, easing supply concerns as the Middle East war chokes flows bloomberg.com/news/articles/…
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@ChrisRMcGuire First steps, RISC-V
x.com/i/status/20368…
𝘊𝘰𝘳𝘳𝘪𝘯𝘦@OopsGuess
Alibaba just unveiled a new RISC-V CPU built for AI agents. That matters because the future of AI isn’t just bigger models. It’s the stack behind them. And that is exactly where Nvidia’s real ambition lies. It doesn’t just want to sell GPUs. It wants the world’s AI to run on an American tech stack. Jensen Huang has said as much. So when China starts building not only models, but also its own CPUs, agentic infrastructure, and deployment ecosystem across servers, robots, vehicles, and terminals, this stops being “just another chip story.” It becomes a direct challenge to stack control. The real risk to Nvidia is not one competing chip. It is China no longer needing Nvidia’s stack to build the next AI era. The U.S. tried to keep China away from the future of computing. China responded by building more of it itself.
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@ChrisRMcGuire When you don't know what to do, you throw everything at the wall hoping something will stick...
The next 5 year plan (ending in 2030) has advanced semiconductors as a top level goal.
Western chips export restrictions will mean very little in a few years.
Use it or lose it.
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HUGE story in Bloomberg, revealing that the Trump admin is drafting a new rule to require an export license for most AI chip sales globally. The details here will matter a lot, but this could fill several gaping holes in the current export control regime that China is using to obtain/use banned US chips.
I’ll have more analysis shortly, but my top-line take is that a regulation dictating how US tech can be used in AI infrastructure globally is the only way to ensure the global AI buildout is trusted and secure, is by far the most effective way to promote the full U.S. AI stack (chips/cloud/models), and could be the most significant step taken yet to constrain China’s access to AI computing power.
Any such rule will be hugely consequential, the details will matter, and the regime should be transparent and clear to ensure any deals are made solely based on their contribution U.S. national security. But as AI gets more and more important, the only question was when we would have a rule like this, not if.
Bloomberg@business
The Trump administration drafts new rules requiring US approval for global sales by Nvidia and other AI chipmakers bloomberg.com/news/articles/…
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@Macrobysunil And how does India gets these extra yuans with 100 Bn dollar trade deficit with China?
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@ratlpolicy No great military power will emanate from a country with no natural resources to support it.
Ideally they should declare neutrality and prosper.
Unfortunately they cannot, as they are an occupied and legislatively controlled US vassal, who will not let them go.
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One of the most important changes that will happen in the 21st century is the reemergence of Japan as a primary Pacific military power. That will be a boon for American interests & security.
These are key steps in the right direction & Washington should support & promote them.
Disclose.tv@disclosetv
NEW - Japan will deploy approximately 1,000 combat troops to the Philippines for the 2026 Balikatan exercises, marking the first time since 1945 that Japanese combat forces have set foot on Philippine soil — PNA
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UPDATE: I’m really struggling to call what happens next
On one hand, Trump needs an off-ramp to limit the global economic damage and growing domestic political pressure
Iran would also like this war to end before more cities are leveled and more leaders are killed
On the other hand, Iran is doing surprisingly well controlling the Strait, striking the Gulf and Israel, and selling oil for more than twice the price than before the war, making a killing
And on the American side, troops are heading to the region for what increasingly looks like a ground operation to control Hormuz
Negotiations are the most promising development since February 28th. But Iran's warnings to Gulf nations against supporting any ground operation, combined with maximalist demands from both sides, make a deal unlikely in the short term
Mario Nawfal@MarioNawfal
UPDATE: It's starting to seem that IRGC factions within Iran are keen to keep the war going and seek revenge Yesterday we had reports that the unrealistic demand of removing U.S. bases from the region was no longer on the table, but today it seems it's back Why? 1. Iran is selling more oil than before the war, and at a higher price. So they are making more money now versus before 2. They feel they have the upper hand, and rightly so: They control the Strait of Hormuz, Gulf nations are suffering economically, and Israel is getting bombed daily. The global economy is also getting hit hard 3. We've killed their Supreme Leader with his family, and bombed the hell out of their country, in a war started in the middle of negotiations. How would you expect them to feel? Is a deal still possible? Yes. If pragmatism beats ideology and vengeance.
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@sidprabhu UDP messages at the moment, no plan for chatting over TCP yet
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But you are exchanging messages...
*Walter Bloomberg@DeItaone
IRAN'S ARAQCHI SAYS EXCHANGE OF MESSAGES VIA MEDIATORS "DOES NOT MEAN NEGOTIATION" WITH THE U.S.
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