AngstromUnit

Low follower value. I say retarded shit. Molecules cannot be printed; electrons can be repriced.

[AngstromUnit @AngstromU]

$nwbo

[Yet another commodity guy @tleilax___]

How long to clear 200 Iranian mines from the Strait of Hormuz?

Scenario A : Full coalition, calm waters: 12–18 days
Scenario B : 5th Fleet only, contested: 30–45 days
Scenario C : Smart mines, re-seeding: 60–120 days
Scenario D : Current real-world US MCM posture: 90–180 days

The bottleneck is not the sonar survey. Modern sonars can map the whole strait in days.

It's the neutralization rate.
Best case: ~2 mines/hr per helicopter or ship.
Reality with ROV confirmation + downtime: 3–12 mines/day total force.

And what if Iran uses smart bottom mines with ship-counters?
You need dozen of sweep passes per mine to exhaust the counter settings unless you do minehunting with choppers and understand remote control vehicules.

The US retired its last Bahrain-based Avenger MCM ships Sep 2025.

The MH-53E Sea Dragon Gulf detachment was shut down in Aug 2025.

The LCS MCM package has never operated in contested waters.

A US admiral told USNI last month: "how did we arrive at this point without an effective MCM force?"

[Razor Oil @RazorOil]

Good morning to all friends that love the Canadian oil sands. This specific SAGD asset outputs about 9,000 bbl/d and reduced it's emissions and energy intensity by 40% in the past 10 years, but you will never hear about it in the news. Good work. 🫡🪒

[AngstromUnit @AngstromU]

@RealPeterLinder Yes. A lot, a whole f-ing bunch.

[AngstromUnit @AngstromU]

@InsiderSkinGame When you don’t understand post IPO lockups

[Eric Nuttall @ericnuttall]

What if the Strait does not actually fully open soon? What if the Iranians have decided controlling it gives them more strategic leverage than an actual nuclear bomb? What if oil starts to price shortages rather than just deficits?

[AngstromUnit @AngstromU]

@gt65dusk @CSW_Hoosier And the Revisionist gets dragged, you love to see it

[Javier Blas @JavierBlas]

BREAKING: US total crude inventories fell last week ~17.8 million barrels (that's commercial and SPR stocks combined). On that basis, it's the largest weekly fall since data is available starting in 1982.

[Uncle Milty’s Ghost @his_eminence_j]

If people would just look under the hood, you would see the collapse coming a mile off.

I’ve been trying to warn you for months. I’m exhausted by it, frankly.

[AngstromUnit @AngstromU]

@geoffreykarren @JafarFromAf4r “the correct lens”:

that negative FCF is from $12-13B growth capex on assets that just raised EBITDA guidance to $8.35B midpoint while refinancing $1.75B preferred into cheaper TLB for ~$100M annual savings

[AngstromUnit @AngstromU]

@JamalKhan519997

[Alphatica @alphaticaio]

🚨🚨SPY PRE-MARKET ALERT | Friday May 15 | Monthly OpEx | Warsh Day 1

$748.17 close. Futures down 1.2%. Nasdaq futures down 1.6%. The gamma cliff is here.

THE INVERSION:

GEX: -$1.18B. Yesterday at 2 PM it was +$1.18B. A $2.4 billion swing. The largest overnight GEX inversion of the entire cycle. The gamma blanket didn't thin. It flipped negative. Dealers are now amplifying moves, not absorbing them.

$740 accelerator: -$469M. The largest single accelerator we have ever recorded. Larger than the $318M at $710 that dominated FOMC week. Larger than anything during the April selloffs. And it's 1.1% below yesterday's close.

Seven accelerators below price:
$740: -$469M (1.1% below)
$739: -$170M (1.2% below)
$738: -$233M (1.4% below)
$737: -$73M (1.5% below)
$736: -$73M (1.6% below)
$735: -$155M (1.8% below)
$730: -$144M (2.4% below)

$1.32B of negative gamma within 2.4% below price. If futures hold at -1.2%, the open lands directly in the accelerator zone. Every tick lower from there gets amplified.

Charm: +1.6M. Yesterday it was +123K. Thirteen times higher. This is the monthly OpEx forcing dealers to sell at the fastest rate we've ever measured. 4.39M contracts expire today. 3.42M puts. The gamma drain we mapped for three weeks is happening in real-time.

Dealers short 169.8M shares. Down from yesterday's record 217.4M. Dealers sold 47.6M shares overnight. The engine lost 22% of its capacity before the market even opened.

Put OI surged to 15.06M. Up from 14.05M. A million new puts appeared overnight. Same pattern as the April 23 crisis: massive put building in the after-hours before the accelerators fire.

THE CATALYSTS:

Trump-Xi summit ended without a breakthrough on Hormuz. Both agreed the Strait must remain open but no framework for reopening. Oil back above $104 WTI, $108 Brent. The sell-the-news scenario we mapped played out.

Tech profit-taking across the board. Intel -4%, AMD -3%, Micron -3%, Nvidia -2%. The AI trade that powered the rally is giving back gains.

Warsh takes over as Fed Chair today. His first statement arrives into the most volatile structural session since the ceasefire.

WHAT THIS MEANS:

This is the May 15 gamma cliff we've published about since the first week of May. The rolloff post said surviving gamma drops to +2.54M after today. The thinnest blanket since mid-April. That was the projection. The reality is worse: GEX is already -$1.18B before the rolloff even happens.

The only magnets: $750 (+$134M) at 0.2% above yesterday's close, $745 (+$101M), $755 (+$113M). They exist but they're overwhelmed by the accelerators below.

GEX flip: $667. Cushion: 9.8%. The deep floor is far. This is not a structural crisis. It's the calendar doing exactly what we said it would do.

RISING WEDGE:

Day 9 of 20.8. The adverse move pushed to $748.17 (+2.2% from $732.28 detection). If the selloff takes us back through $732, the pattern confirms on the gamma cliff day. That's the convergence scenario we mapped.

The bottom line:

The gamma cliff arrived. GEX inverted $2.4B overnight. The largest accelerator we've ever recorded loaded at $740. Dealers sold 47.6M shares before the open. Charm at 13x normal. Tech selling off. Summit disappointed. Warsh's first day.

We told our readers: enjoy the target, respect the cliff. The target was hit. The cliff is here.

The next few sessions determine whether this is a healthy reset or the rising wedge resolving. The structure says wider ranges. The calendar says the suppression is gone. The data says buckle up.

$750 is the magnet above. $740 is the accelerator below. $730 is the chain reaction. $667 is the floor. Day 9 of 20.8.

$SPY $QQQ $VIX

[AngstromUnit @AngstromU]

$vle.to $vlerf

Keep sleeping on this

[Emini tic @TicTocTick]

Could send S&P500 to 8000 in 2 days.

[Marc Andreessen 🇺🇸 @pmarca]

"More capitalist countries have lower income inequality, not higher. High income inequality is caused by cronyism which goes hand in hand with highly regulated markets."

[AngstromUnit @AngstromU]

@mag_tom @WarMonitor3 Excellent bait!

Kein Guru!

[Min Choi @minchoi]

We are cooked💀

100% AI

PROMPT: "A professor writes out a mathematical proof for trigonometric identities on a traditional chalkboard, explaining the step he is currently on in the equation."

[AngstromUnit @AngstromU]

@lowfloatwire @TopStockAlerts1 “People leaving the building” 🤡🤡🤡

share sales 0.46% of total

When you don’t know the difference between deep in-the-money pre-IPO options (strikes $0.79–$1.55) and core holdings.

This standard liquidity event post-IPO/vesting. Insiders still hold almost 80% of the shares.

[Gavin @GavMcCracken]

Trump just suspended the Federal gasoline tax.

Iran is going to be flattened... So unfortunate

[X Freeze @XFreeze]

Starship’s cargo bay delivers 1,000+ cubic meters of usable volume

The entire International Space Station has a pressurized volume of 1,005 m³
It took 42 assembly flights and over $150 billion across 13+ years to build
Starship can deliver more volume than the entire ISS in a single flight

For context, a single payload bay can hold:
→ The interior volume of a massive 5-bedroom house
→ The volume of 20+ standard shipping containers
→ Entire space station modules (fully assembled)
→ Over two dozen Cybertrucks
→ Multiple Boeing 737 fuselage sections
→ 100+ large satellites with room to spare

And it is 18 meters tall....meaning you can stack an entire 5-story building inside it

And it is fully reusable.
Launch the next massive telescope. Or an entire space station. Or the next Mars habitat
All possible in a single flight

This is why Starship is pure engineering magic