Android17
864 posts
@wojtekAndroid17
Nikt wam nie da tyle ile Ja obiecam
#BezDoktryny | Ostre słowa @BartosiakJacek o polskiej armii: "To fikcja, jeżeli chodzi o stosunek wydatków, które mamy do realnych zdolności". 🎙️@mmagierowski & Zbigniew Parafianowicz
Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
The largest attack on Moscow since World War II took place last night. As far as I can tell, since I’ve been following the war, there has never been such a large number of drones reaching the Moscow Region, nor causing such disruption. The Moscow Oil Refinery was struck for the third time since the start of the war (it happened once in 2024 and once in 2025), but the success of last night’s attack is surprising even to me. Why do I say this: To protect the May 9 parade, the Moscow region and the capital itself had four rings of air defense, consisting of over 300 air defense systems of all types (Pantsir, Buk, Tor, S-300, S-400) along with hundreds of radars, acoustic detection systems, mobile teams in vehicles, and russian spy satellites used for detection—you get the picture: Moscow was the best-protected against air attack location on the planet. There was no longer comparable to 2024 or 2025. The russians have adapted. They understood the danger and adapted. However: Eight days later, today, multiple waves of Ukrainian drones and cruise missiles breached the russian multi-layered defense (part of which had been dispersed to other regions after the parade) and struck several targets that were considered nearly impossible to hit. Surprising even to me. At the beginning of the year, I said that Moscow would be hit by Ukrainian ballistic missiles. That hasn’t happened yet (because the FP-7 and FP-9 missile projects are still in development, though I stand by my prediction), but Moscow is already in flames. The Ukrainians are returning the war to the russians, sending it back to their own doorstep. No, this is not revenge for the 24 people (including 3 children) killed by the Russians two days ago in Kyiv. The Ukrainians are not using these attacks for revenge, but for military and political (read: diplomatic) gain. The russians’ crimes must be avenged through fair justice, and for that, we need the support and pressure of every European citizen on national and European politicians. The war is returning home, and that is setting Moscow ablaze. Slava Ukraini!
Heh, piękny roast. To powinien być regularny format sejmowy.
