
spawngts
40 posts


@coding_thoughts @zerohedge @Silverbark3 If there are tolls, the U.S. will seize the ship the second they are out of the strait.
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@zerohedge @Silverbark3 Obviously with payment terms, it will choke the hormuz where US Navy ship are sitting. They will let this region get choked. US is again going to loose here also badly
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@NoFearThinker @RapidResponse47 Insurance costs. Now, no ships will go through. The real question is how long can China go without oil. At some point, they will demand complete surrender from Iran.
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@RapidResponse47 Wait, didn't Trump say he won the war a couple dozen times already? I mean, if Iran is totally defeated and its military decimated like he announced, then why aren't ships free to move through the strait? I suspect reality isn't what he's been saying...
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This is getting out of control.
Watch this HOA meeting. A woman is seriously complaining that landscapers are eating their lunch in the common areas because it “feels inappropriate.”🙄
Not a crime. Not a disturbance. Just workers taking a break.
People so entitled and disconnected they can’t even handle basic human decency anymore.
We’ve gone from “love thy neighbor” to “how dare you eat your sandwich here.”
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@AidanWalkingsh1 @ClownWorld Doesn’t look like a Mickey D’s. No idea what it is.
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@ClownWorld I will never take my kids m Donald’s ever again they have been a hand full of time in there lives and never again pure rot
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@unusual_whales America doesn’t sound like the “winner” in this situation.
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@tweetw_ala @KobeissiLetter Who’s going to stop them? There is no such thing as “international law” without enforcement. The EU couldn’t even stand up to Iran. They certainly can’t stand up to Iran and the U.S. I don’t think that will happen though.
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@KobeissiLetter It's an international waterway.
US & Iran can't decide to tax it.
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BREAKING: Iran has formally submitted its four "red lines" for peace talks with the US today, per Iranian state TV:
1. Authority over the Strait of Hormuz
2. Payment of war reparations
3. Unfreezing of all blocked Iranian financial assets
4. Securing a comprehensive regional ceasefire
In-person negotiations are ongoing as we speak.
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@allenanalysis Epstein had an estate in Palm Beach? I thought it was NYC, the Island, and that ranch.
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🚨 BOMBSHELL REPORTING: Sky News just read a 2002 email on air — published as part of the Epstein files.
The email is alleged to be from Melania Trump to Ghislaine Maxwell.
“How are you. Nice story about JE in NY magazine. You look great. How was Palm Beach? I cannot wait to go down. Love, Melania.”
JE. Jeffrey Epstein. Palm Beach. Epstein’s estate.
Ghislaine Maxwell. His convicted sex trafficker.
This email was published as part of the Epstein files. Sky News read it on air today.
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@SchmittNYC it is legal on a federal level, why not on state?
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@spawngts @ClownWorld It’s almost like Hyundai owns genesis or something…..
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@diddy23_b @ClownWorld I can’t speak for Maybach but I’ve driven a G90 and an S class Benz and the Genesis is way better for the same price. Also, there is a big gap between a G80 and a G90.
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@spawngts @ClownWorld Jesus Christ. This bozo just compared a Hyundai/genesis to a Mercedes/Maybach.
🤦♂️🤦♂️🤦♂️ clown world is right. You fit in here.
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@RosaLee40899460 @MattD826 @Clav0Updates Wait a minute. So what’s the excuse for the girls who used to bully him?
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@MattD826 @Clav0Updates This is an excuse. He was always the bullying type but could never act on it because his unattractive face made him the victim. Now that he has the “looks,” he can finally be himself—the bully he always wanted to be.
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@The_Ded_Cat @skscartoon How did we get less than we did before? We get 1% of our oil from there. This sounds like a “them” problem. We decapitated the Iranian capability to project force.
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@skscartoon "What if Trump started a war and we got less than what we had before."
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@low_IQ_chud @skscartoon If the U.S. leaves, the strait will open. So what does that matter?
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@skscartoon You can't unilaterally end a war. If the US leaves, Iran will keep bombing the terrorist state of Israel.
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@aakashgupta You’re a clown if you think $MU is going out of business. In fact, this is bullish for the industry (the Google paper I mean) and the stock is now undervalued.
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The timeline on this is genuinely insane.
October 2025: Sam Altman flies to Seoul and signs 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 near-identical commitment at the same time.
Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months.
December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense.
March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it.
Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting."
MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper.
Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.
Grummz@Grummz
Imagine closing your entire consumer memory division because this guy signed a non binding letter that he would buy 40% of the world’s RAM. Only to have him rug pull 3 months later.
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Seems like the Iran war is not helping Republicans
What needs to happen?
Kalshi@Kalshi
BREAKING: 85% chance Democrats win the House this year, an all-time high.
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