Trunks 🤩🧊 retweetledi
Trunks 🤩🧊
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@KenCao_onChina @YCCMacro Its an elaborate Ponzi scheme. Stock market is not magic, it’s essentially built on making regular people suckers buying it and players like you and institutional investors or elites selling the difference and exiting.
There is no alternative for trillions of pensions
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Trunks 🤩🧊 retweetledi
Trunks 🤩🧊 retweetledi

I broke down what's actually going on with the biggest IPOs in history. Why these companies are suddenly rushing to sell shares to the public, where all the money is really coming from, and why it matters even if you never buy a single share...
youtube.com/watch?v=n7k2B4…

YouTube
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Trunks 🤩🧊 retweetledi

@panik1881 @oliver_drk Satya : More money is being made on xbox on YouTube than MS, we are subsiding Xbox existence
PS fans have been saying this for years
Asha: Profit margin is abysmal at 3%, GP numbers crashed out, YOY revenue decline since 5 years even after $100billion spent
PS fans again right
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@oliver_drk Btw. You opposed the acquistion because its Xbox and not because its illegal.
The Activision Acquistion merger iss legal and approved by every country in the end.
And that didn't lead to a monopoly or exclusivity, as some PlayStation "experts" had predicted.
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@panik1881 @oliver_drk PlayStation experts have never been wrong unlike xbots who are trapped in the quicksand.
PS fans accurately said everything that is now being revealed. GP is unsustainable And Is not profitable, Xbox profit margins are abysmal, going 3rd party will destroy Xbox, everything 💯
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@panik1881 @oliver_drk Yes there was, Phil Spencer literally tried to yank COD after 2024 from PS, that’s why Jim Ryan went to court. ABK didn’t have any games worth making exclusive except COD and Phil tried and failed to do that with every single court in the world rejecting the 2024 hardline
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Trunks 🤩🧊 retweetledi
Trunks 🤩🧊 retweetledi

CTP-ISW will provide further analysis about Iran’s calculus and objectives in its June 8 update. Read CTP-ISW's latest analysis about the war here: understandingwar.org/research/middl… (7/7)
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Trunks 🤩🧊 retweetledi

A senior Israeli official confirms to Channel 14 that Israel attacked a petrochemical facility in southern Iran.
Faytuks Network@FaytuksNetwork
Iran's Fars New Agency says that Israeli airstrikes hit the Karun Petrochemical Company, causing partial damage.
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Trunks 🤩🧊 retweetledi

Inflation Is About to Get Much Worse Globally— and China Is the Main Culprit.
For decades, the world enjoyed cheap goods, low inflation, and falling manufacturing costs, and Western elites gave central banks the credit.
But the real force suppressing inflation was China.
Cheap Chinese labor, cheap Chinese goods, and globalization helped hide the true cost of government deficits, aging societies, broken housing markets, and fragile supply chains.
Now that era is ending. China is aging, weaponizing supply chains, and pushing the world toward tariffs, reshoring, defense spending, and inflationary fragmentation.
In this video, I explain why inflation may not return to the old 2% world and why China’s decline is making everything more expensive.
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Trunks 🤩🧊 retweetledi

They have been just hurting themselves daily for 2 years.
All because they can't come to terms with Xbox being a multiplatform publisher.🤣😭
Windows Central Gaming@WinC_Gaming
To whom it may concern, the Xbox fan backlash to competitor logos in the Xbox Showcase isn't about gatekeeping. It's about distrust. OPINION: windowscentral.com/gaming/xbox/xb… Every hint that Microsoft shows that it isn't serious about competing conjures memories of years of broken promises, inconsistencies, and its graveyard of killed platforms.
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@TheCartelDel @longislandviper @AyoMega_ @_Tom_Henderson_ You went 3rd party when PlayStation fans said you shouldn’t, you went gamepass when ps fans said it’s unsustainable, all through this xbox fans supported the constant flip flop. And lo and behold the math caught up, and they are now scrambling and shareholders are selling stock
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@longislandviper @AyoMega_ @_Tom_Henderson_ It's a great argument but there's one problem here, unfortunately. Transparency is not cost-free when you're a public company that has reactionary shareholders. It's need a flashy spin.
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Can't help but feel history is repeating itself here with new leadership trying to cater to a small online community to make them feel good at the detriment of the actual business.
What's going to happen is they will revert, see it makes no difference to console sales, then revert back to their OG strategy a year or two after Helix' launch because they want to be a multiplatform publisher and they don't care where their games sell.
ASHA@asha_shar
@klobrille Seeing the feedback on logos. It was a miss, and I own it. We are talking about how we adjust for future XBOX shows.
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@TheCartelDel @longislandviper @AyoMega_ @_Tom_Henderson_ That’s the short term quarterly thinking that ruined multiple Microsoft products. Surface laptop was great but they were too greedy and ruined it to the ground chasing endless growth.
Shareholders are reactionary to numbers not announcements. You went 3rd party 1/
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NEW | Russia threatened systematic strikes on Kyiv City in violation of the spirit of the Victory Day ceasefire, likely to posture strength after the humiliation of the ceasefire itself.
The Kremlin is claiming that its strikes are retaliatory in response to an alleged Ukrainian strike against civilians to temper any Western urgency to respond to Russia's intensified strikes on Kyiv, but this claimed justification does not align with the Kremlin's historical pattern of behavior.
The Russian government’s accusations that Ukrainian forces violated international law are an attempt to distract from Russian forces’ systematic violations of international law.
Russian forces may have launched a second Oreshnik intermediate-range ballistic missile (IRBM), which reportedly malfunctioned and struck occupied Donetsk Oblast during the already large and costly May 23 to 24 strike package.
Russian President Vladimir Putin enacted a law on May 25 allowing him to authorize the use of the Russian Armed Forces overseas to defend “Russian citizens” being prosecuted in international or foreign national courts.
Ukrainian forces advanced in the Kostyantynivka-Druzhkivka tactical area and in western Zaporizhia Oblast. Russian forces advanced in the Kostyantynivka-Druzhkivka and Dobropillya tactical areas.
Russian forces launched 262 drones toward Ukraine overnight.

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Trunks 🤩🧊 retweetledi
Trunks 🤩🧊 retweetledi

NEW | The United States and Iran appear to have a “memorandum of understanding,” but the exact details contained within it are still emerging. Some Iranian sources are continuing to express concern that the United States could back out of the agreement, while other Iranian sources noted that neither the Iranian Supreme National Security Council nor the supreme leader has approved the agreement yet.
The current memorandum has allotted 30 days to “reopen” the Strait of Hormuz, according to IRGC-affiliated media. Both Iranian and Western sources have said that the strait will “reopen,” but only one IRGC-affiliated outlet tied the reopening process to the 30-day window.
It is unclear whether it will reopen under Iranian control, but one IRGC-affiliated outlet said that Iran will continue its “management” of the strait. Iranian officials told CNN that traffic still needs to coordinate with Iranian authorities at this time to ensure “safe passage.” The United States must also lift its blockade on Iranian ports in this 30-day window.
The memorandum also allots 60 days for nuclear negotiations. No source elaborated specifically upon what happens if no nuclear deal is reached in 60 days.
Several sources have reported that the United States will relax oil sanctions or release frozen funds. It is unclear whether these are part of the deal or when the sanctions would be relaxed or the frozen funds released. It is also unclear if the United States will receive anything in return for those concessions. (1/2)

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Trunks 🤩🧊 retweetledi

🚨Beijing spent six months trying to break Japan🇯🇵.
It threatened to behead the Japanese prime minister. It locked fire-control radars onto Japan's F-15 fighter jets. It banned the export of rare earths, magnets, and dual-use electronics. It sanctioned 40 named Japanese corporations. It sent Coast Guard vessels — including ships equipped with 76mm naval guns — into Japanese territorial waters around the Senkakus a record 27 times in 2025 alone. It conducted the eighth major military exercise around Taiwan in three years.
The campaign was the most sustained, multi-vector coercion any East Asian capital has faced from China in the postwar era.
Here is what it produced.
On December 26, 2025 — seven weeks after Prime Minister Takaichi's Diet remarks invoking the "survival-threatening situation" clause for Taiwan — Japan passed a record 9.04 trillion yen defense budget. The largest in its history. Two full years ahead of the GDP 2% target.
On March 19, 2026, Takaichi arrived at the White House. Japan formally joined the Golden Dome missile defense initiative. The Diet's lower house passed the defense budget the same day. The cabinet approved a National Intelligence Agency the same day.
On March 31, 2026 — exactly one month after Operation Epic Fury began — Japan did something it had not done since 1945. The Japan Ground Self-Defense Force deployed homegrown long-range strike missiles capable of reaching the Chinese mainland. The upgraded Type 12. The Hyper Velocity Gliding Projectile. Operationally fielded. From Camp Kengun in Kumamoto, the range envelope covers North Korea, the eastern Chinese coastline, and Taiwan in their entirety.
On the same day, JS Chokai completed Tomahawk integration. 400 Tomahawks acquired from the United States. $2.35 billion. Timeline accelerated by one full year.
In April 2026, the Takaichi cabinet removed the "five categories" restriction on lethal weapons exports. In May, Tokyo concluded an agreement with Manila for the transfer of Abukuma-class destroyer escorts to the Philippine Navy — the first export of finished lethal military equipment in Japan's postwar history.
And in November 2025, three months before the Iran war began, Japan made its first-ever transfer of domestically-produced PAC-3 interceptor missiles to the United States military, backfilling American stockpiles depleted by Ukraine.
Beijing's pressure tools, applied at maximum political volume, accelerated every single development they were intended to deter.
Zero retractions. Zero policy reversals. The opposite of the strategic isolation the campaign was designed to achieve.
Three months before America discovered, in the harshest possible terms, the structural fragility of its munitions industrial base, Japan had already become a backfill source for U.S. air defense stockpiles.
Before USS Tripoli left Sasebo for the Middle East with the 31st Marine Expeditionary Unit aboard, Japan had already conducted the first lethal weapons transfer in its postwar history.
Tokyo did not need Operation Epic Fury to teach it the lesson. Tokyo had adopted the conclusion in December 2022, accelerated it in late 2024, fielded the capability in March 2026, and codified its industrial role in April 2026.
The most consequential strategic fact about Japan's response to the Iran war is that the response had begun before the war.
This is not luck. This is doctrine.
And it is the single most important variable in the Indo-Pacific equation that Beijing now has to solve.
My full analysis below. 🔗
Aric Chen@aricchen
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