Tinderboxman

$SPCX SPACEX BANKERS PREPARING FOR BOND SALE OF AT LEAST $20 BILLION

This is what just one fund, Archegos, did by going ape with Total Return Swaps in PARA stock during the meme stock craze

GGS $TTWO

*US-IRAN FRAMEWORK AGREEMENT INCLUDES PLANS FOR $300 BILLION PRIVATE FUND TO TRIGGER INVESTMENT IN IRAN - SOURCE WITH DIRECT KNOWLEDGE OF AGREEMENT TELLS REUTERS *$300 BILLION IRAN INVESTMENT FUND IS A PRIVATE VEHICLE WITH NO GOVERNMENT MONEY, SEPARATE FROM NEGOTIATIONS OVER IRANIAN SOVEREIGN ASSETS FROZEN ABROAD - SOURCE *MORE THAN HALF OF THE $300 BILLION IRAN INVESTMENT FUND HAS ALREADY BEEN SECURED IN COMMITMENTS FROM COMPANIES IN US, GULF ARAB STATES, ASIA, SOUTH AMERICA AND AFRICA - SOURCE

These hands don’t shake.

$SPCX will be the free-est money on the short side when the time comes

Microsoft $MSFT weighs DeepSeek for Copilot Cowork, per Axios. Microsoft is moving Copilot Cowork to usage-based pricing and considering a Microsoft-hosted version of DeepSeek as a cheaper model option.

My $ASTS 200k+ put position: I believe the market is understating the impact of New Glenn delay + comp to Starlink