McFly49 ✝️🇻🇦

1) DON'T LISTEN TO CITRON. Listen to Jensen. $INFQ RULES! $RGTI insignificant $NVDA has spoken on quantum and laid out exactly who their partners are. $INFQ IS THE ONLY company NVIDIA selected twice for both Calibration AND Decoding , yet trades at half the market cap of $RGTI, a company NVIDIA didn't select at all. $INFQ deserves to be twice the market cap of $RGTI. Not the other way around. This chart shows what prices would look like This is the most obvious mispricing in the quantum market right now. Let's explain

JUST IN: NVIDIA launches "Ising," the world's first open-source AI models built to accelerate useful quantum computers.

🔥 Polymarket likely overpricing escalation risk (Israel => Houthis) Buying NO here could net you 40% in less than 10 days. Find the market below. My analysis: From what was observeable until today, the Houthis dont seem to have clearly crossed a threshold that would force a response from Israel. Historically, reactions tend to require something more definitive - civilian casualties, major infrastructure hits or attempts at least (e.g. airport), or a sharp spike in attack volume. Current odds for yes are elevated due to the latest Houthis missile impacting Israeli soil today. It didnt hit anything relevant though, which is why I believe the market overreacted. I also think it is reasonable to assume Israeli didnt try to intercept it for economic reasons. Right now, the Houthis action look like signaling, not escalation that would require Israeli to strike back: • Likely intent is alignment with Iran, not full engagement • Strikes appear limited in scale and impact • Israel is already managing multiple fronts, so response bandwidth is constrained • There is a plausible incentive to tolerate low-impact hits rather than escalate So unless something materially changes, a direct response against Houthis seems less likely in the coming days. In all cases I could find (I could be wrong here), Israel only fired back if the Houthis overstepped an undefined boundary. Based on this, these are my exit triggers: • A strike causes real damage (especially civilian casualties) • Attack frequency ramps up significantly • Other fronts (e.g. Lebanon) cool off, freeing capacity • Any clear “line-crossing” event beyond current patterns I believe April 15 to be interesting and bought some NO.

It’s not often we see France like this, virtually cloud-free, as shown in this MTG-I1 satellite image captured just minutes ago.

I believe another Israel/Iran war will happen this year, it might even happen sooner than some people think. This is why. 1. The 12 day war was stopped prematurely Israel's had four core objectives in the 12 day war. A) Neutralize Iran's ballistic weapons program. B) Neutralize Iran's nuclear program D) Eliminate all key nuclear scientists. C) Remove the IRGC and Ayatollah Khamenei. Israel were effective in degrading Iran's air defence capabilities, somewhat effective in neutralizing the nuclear and ballistic program and very effective in killing the top nuclear scientists. However, Israeli leadership believes that the threat from Iran will persist if Khamenei stays in power. The war did not end because Israel wanted it to end. It ended due to mounting domestic pressure on Trump. Talks about a regime change war alienated Republican voters. Netanyahu wanted Khamenei dead but Trump campaigned on "no more wars", so he refused. 2. Trump gave Netanyahu the green light Even tho Trump was against overthrowing Khamenei it now looks like things might have changed. During the latest meeting between the two leaders Netanyahu reportedly asked Trump for a green light for future strikes in Iran. My assessment is that Netanyahu conceded to not carry out a large operation in Gaza in exchange for U.S. approval to strike Iran. This looks evident in the aftermath of the meeting. 1. Elections in Israel Elections in Israel will be held in October, however Netanyahu asked his aides “to prepare for a scenario in which the elections are brought forward, possibly to June. Netanyahu wants a war with Iran, make no mistake about it. He wants to be the one leading that war, and he wants it to happen before the elections. There are still questions I don't have an answer for which may play a roll. A) How many undercover capabilities did Israel burn and how will this play an effect? B) Israel depleted vast amounts of interceptors in the latest war. These interceptors take a very long time to produce. How willing is Netanyahu to accept greater damage this time around?

🛑 FRANCE TO KEEP 5% 2026 DEFICIT GOAL FOR NOW, BUDGET CHIEF SAYS

🚨BREAKING: US TO MOVE TROOPS OUT OF NATO COUNTRIES