@ReidIsberg @RjNol Magnetic propulsion. It’s a simple array driven motor. And many have been snuffed for such innovation.
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Wulfee
454 posts
@tommysantos14 And you will go back to your fem-dom and continue suckling toes
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When Trump leaves office:
The Department of War will go back to being the Defense Department.
The Trump Kennedy Center will go back to being the Kennedy Center.
The Gulf of America will once again be the Gulf of Mexico.
The unfinished East Wing (it won't be finished by the end of Trump's term) will be rebuilt by the next president, and it will not be a ballroom.
Federal agencies packed with unqualified loyalists will fire those people and rehire the career experts Trump fired.
The Department of Justice will go back to enforcing the law instead of protecting the president.
Scientific agencies like NOAA, the EPA, and the CDC will go back to publishing research without political interference.
The U.S. will re-align with its allies and not with its enemies.
The presidential pardon power will stop being used as a rewards program for loyalists.
Inspectors General will go back to investigating corruption instead of getting fired for it.
The White House press room will go back to having briefings, with real journalists and not podcasters.
U.S. foreign policy will stop revolving around flattering dictators.
And the world will progress as though Donald Trump never existed.
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@krassenstein Please close your mouth, we can smell your brothers wang 💩
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BREAKING: Trump: “I do believe I will have the honor of taking Cuba, in some form. Whether I free it or take it, I think I could do whatever I want with it. They are a very weakened nation right now.”
WTF is wrong with this guy? This is NOT normal. I didn’t vote for this, did you
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🚨PREPARE FOR A -20% MARKET DROP:
Everyone thinks the Iran conflict is an oil story.
It’s not. Let me explain what this is really about.
The Strait of Hormuz has been closed for 8 days.
Markets are focused on crude prices. That’s the wrong variable.
The real cascade nobody’s mapping:
92% of the world’s sulfur comes from refining oil and gas.
Close Hormuz, you don’t just lose 20 million barrels of crude per day.
You lose the feedstock for sulfuric acid m, the single most produced chemical on Earth.
Sulfuric acid is how we extract copper. How we extract cobalt. Without it, you can’t make transformers, EV batteries, or the substrates inside every data center on the planet.
One chemical. One feedstock. One 21-nautical-mile chokepoint.
It gets worse.
Qatar ships 30% of Taiwan’s LNG through Hormuz. Taiwan has 11 days of reserves.
$TSMC, the company making 90% of the world’s advanced chips, draws 8.9% of Taiwan’s entire electricity grid.
No gas → no power → no chips.
Then food. 33% of global nitrogen fertilizer feedstock moves through that same strait. Half of all humans alive exist because of synthetic nitrogen.
Sulfur. Semiconductors. Food.
Three supply chains. One chokepoint. Zero domestic alternatives at scale.
The economic math from here:
Oil holds $80-100+ per barrel if closure persists beyond weeks. Inflation climbs 0.5-1% above baseline. Fed delays rate cuts, 1-2 reductions instead of 3. GDP growth slows to 1.5-2%. Stagflation risk over the next 3-6 months is real.
S&P/Nasdaq: 5-10% correction base case. Tech/growth down 10-15% on higher yields and risk-off. Energy and defensives up 5-10%.
Market is currently pricing a 4-week conflict duration.
If this extends? 15-20% drawdown.
What I’m watching:
The US objective isn’t just degrading Iran’s military. It’s economic strangulation, destroy the refinery infrastructure, induce blackouts, impair logistics, accelerate regime instability without a full ground invasion.
The short-term pain is intentional and accepted. The strategic calculus: weaken Iran’s ability to project power, sever proxy support, and neutralize a nuclear threat permanently.
China feels this differently. Iran was supplying 1M+ barrels daily of discounted sanctioned crude. That’s gone.
Now Beijing is forced into costlier alternatives while already under U.S. economic pressure.
This isn’t about oil. Oil is just the vector.
The real targets are the supply chains that run through it.
How I’m positioning into this:
If this escalates and markets reprice, here’s my expected drawdown map on BETA stocks:
> $ASTS, -15 to -35% (beta amplification, rate sensitivity in space telecom)
> $IREN, -20 to -30% (rising energy costs crushing margins)
> $CIFR, 15-20% (rising energy costs crushing margins)
> $AMPX, -15 to -30% (cobalt + sulfur supply chain disruption hits batteries hard)
> $RKLB, -10% to 25% (higher yields compressing aerospace valuations)
> $ONDS, -10% to 25% (industrial wireless demand slowdown in tight credit)
> $NBIS, -5% to 20% (AI cloud risk-off but lower beta buffers the downside)
> $KRKNF, -5% to 15% (low beta, robotics holds relatively well)
> $OSS, -5% to 15% (hardware stability, limited tech sector contagion)
I still hold cash. That cash exists for exactly this scenario.
My plan: I don’t hold enough cash as of now, which is why my strategy will be to buy the hardest-hit names on the way down, DCA monthly through the pressure, and let the timeline work.
If this plays out as I expect, escalation through summer, then resolution, the relief rally sets up Oct/Nov.
That’s 7-8 months of accumulation before the market re-rates.
The biggest mistakes in geopolitical dislocations are panic selling and waiting for the all-clear.
By the time the all-clear comes, the move is already over.
Note: This is not financial advice.
Gaurab Chakrabarti@Gaurab
The Strait of Hormuz has been closed for 8 days. Everyone thinks this is about oil. This is about what oil becomes. 92% of the world's sulfur comes from refining oil and gas. Close the Strait of Hormuz and you don't just lose 20 million barrels of crude per day. You lose the feedstock for sulfuric acid, the single most produced chemical on Earth. Sulfuric acid is how we extract copper. It's how we extract cobalt. Without it, you can't make transformers, EV batteries, or the substrates inside every data center on the planet. One chemical, made from one feedstock, shipped through one chokepoint. The cascade goes further: Qatar ships 30% of Taiwan's liquefied natural gas through Hormuz. Taiwan has 11 days of reserves left. TSMC, the company that makes 90% of the world's advanced chips, draws 8.9% of Taiwan's total electricity. No gas, no power, no chips. Then food. 33% of the world's nitrogen fertilizer feedstock moves through the Strait. Half of all humans alive today exist because of synthetic nitrogen. Sulfur, semiconductors, food. That makes three supply chains, one 21-nautical-mile chokepoint, and zero domestic alternatives at scale.
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@demsBcrazy @StealthQE4 🤣 this idiot probably hasn’t spent a physical dollar in years. Soon they’ll realize they are already paying in Monopoly money which is already debased beyond the leveraged value of xyz crypto,they’ll suffer the ultimate defeat. Which will be holding a bag of inexchangeable fiat.
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@PeterSchiff Hi my name is Peter I’m gay… and one day I will also be broke. Broke and gay 😁
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Bear markets slide a slope of hope. That’s why the biggest daily moves in bear markets are usually up. Such sharp rallies create a false sense of optimism, keeping people in when they should be getting out. $MSTR is up 25% today. Bitcoin is up 11%. Sell the rip!
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World players know Trump is leveraging the legacy metal markets against a debasement of the $.
So they are working to tank the BTC price in order to keep the US from eliminating debt via debasement and BTC reserve positioning.
The elites are pissed. And thy want your children.
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Bitcoin has pulled back 40% from its all-time high
Where are we now?👇
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BEAR FLAG CONFIRMED ON BITCOIN.
We warned about the structure.
Now it’s broken.
$78K failed to hold.
Next liquidity magnet:
$65,500
Not fear.
Just technicals.
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@NeutralBridge @PeterSchiff Ha! This man will never answer a real hardball question like that… He’s just working for his bags… Old school, medieval ass bags of gold and silver lol
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@PeterSchiff You’ve always been vocal about the fragility of the current debt-based system, Peter.
But if the global settlement layer moves toward a more automated, instant-settlement architecture, do you see that as a threat to gold’s status or just a more efficient way to move it?
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Trump has falsely positioned Walsh as an independent inflation hawk who will pursue an even tighter monetary policy than Powell. That way, when Walsh does exactly what Trump wants him to do, the markets will assume rate cuts are economically justified, not politically motivated.
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Wulfee retweetledi
One taxpayer funded daycare after another where there are literally zero kids, not even a few kids just for show!
American AF 🇺🇸@iAnonPatriot
Independent Journalist Nick Shirley attempts to check his son into multiple taxpayer funded daycares owned by Somali’s in Minnesota.. The amount of fraud being uncovered in this state is INSANE.
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🚨BREAKING: Famous Comedian Amy Schumer said she will move to London due to President Trump.
What is your response?
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Name a doctor you trust more than Dr. Jill Biden.
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⭐ for clear stickers @stickermule
"Item fucked up"
stickermule.com/reviews/1337857
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