CF

Engineer. Tesla shareholder since 2018.

[CF @CFan6888]

@Just1nMKE @yottx @elonmusk @BasedMikeLee Without the taxpayer, the US would not exist today too.

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

https://t.co/f9mqzWvsrA

[CF @CFan6888]

@EllaJeanrz 39

[CF @CFan6888]

@strtgy_wzrd @michaeljburry You are correct!

[CF @CFan6888]

@Airaasayss Zero

[CF @CFan6888]

@simplyearlI @Mashka63Marina @XFreeze Probably a sleeper agent.

[CF @CFan6888]

@Mashka63Marina @XFreeze Only Pudogs uses the term "Ukronazis".

[CF @CFan6888]

@AndrewLavende11 @SawyerMerritt @SpaceX You don't have to enrich the con man. Nobody forces you to spend a penny. Leave him for us.

[Drip2Rip 🫵 @TheRealDrip2Rip]

Timeline cleanse👇

[CF @CFan6888]

@red_rover2 @RapidResponse47 @USAmbUN Israel never said and wanted “Death to America”.

[CF @CFan6888]

@Tehran_lives Xạo thấy mẹ. Translate it!

[ResourceGeopolitics @ResGeoPol]

Respect to Aaron David Miller — he’s a veteran voice with real experience — but calling this a “strategic defeat” for the US/Israel after ~2.5–3 months is the classic “if we stop tomorrow, we lose” take. Reality on the ground tells a much more nuanced story.
Iran “survived,” sure. No one expected the regime to collapse in weeks against a peer-level air campaign. But survival came at a brutal cost, and the regime is far from intact:
•US/Israeli strikes destroyed or heavily damaged hundreds of ballistic missile launchers — reports put it around 300+ out of their pre-war inventory. A significant chunk of the precision-guided and long-range arsenal is gone or buried.
•Key production sites for missiles, fuel, and explosives took hits (petrochemical facilities in places like Bandar Imam and Mahshahr). Rebuilding that under sanctions and with disrupted supply chains isn’t quick.
•Nuclear sites (Natanz, Fordow, Arak-related) were degraded. The program is set back years, not months. That’s not nothing when the whole point was preventing a nuclear Iran.
•Leadership decapitation: Supreme Leader Khamenei is dead from the early waves. Large parts of senior IRGC command are gone. The regime is running on a more fragmented, harder-line structure now — which makes negotiations messier, not stronger.
Yes, Iran is still firing occasional barrages (mostly cluster munitions, many intercepted) and holding the Strait of Hormuz for now, charging ships and causing headaches. That’s a tactical nuisance and economic leverage, not a strategic win. Their “thousands of missiles in one go” capability from 2024 is degraded. Proxies like Hezbollah and the Houthis are also bleeding.
The economy is wrecked, oil exports hammered, internal protests simmering. China is helping with some chemicals and parts, but this isn’t an “untouched arsenal” — it’s attrition warfare where Iran is burning reserves while the US/Israel maintain air superiority and intelligence dominance.
Miller’s quote frames it as “Iran in no rush.” Fair point on their resilience, but they’re also not in a position of strength to dictate terms forever. Indirect talks are happening (via Oman, Qatar, Turkey channels), and Tehran knows another major round would be even worse for them.
This wasn’t about occupying Iran or full regime change — it was about degrading the missile/nuclear/proxy threat. On that scorecard, the US-Israel side achieved a lot of its operational goals. Iran didn’t “win” by simply not falling in 90 days. Surviving on life support while your capabilities are rolled back isn’t victory — it’s costly endurance.
Bottom line: Air power, precision strikes, and sustained pressure still matter. Iran showed it can absorb hits and keep fighting asymmetrically. But claiming strategic defeat for the side that degraded the enemy’s most dangerous tools while keeping its own forces largely intact? That’s more narrative than battlefield reality.
Facts over vibes. The war isn’t over, but the balance sheet isn’t the one-sided loss some analysts want to paint.

[CF @CFan6888]

@_MAGA_NEWS_ What that tiny boat can do in the Strait?

[CF @CFan6888]

@LogicalThesis Use the cyclical method to invest cyclical stocks and that will be fine.

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇺🇸🇮🇷 IRAN HAS JUST OFFICIALLY CONFIRMED THAT THEY ARE CLOSE TO A DEAL WITH THE U.S.

THIS DEAL INCLUDES A 12-YEAR HALT TO ITS NUCLEAR PROGRAM AND A STOP TO ALL MILITARY ACTIONS

OIL JUST DUMPED BELOW $95 AND THE STOCK MARKET IS PUMPING ON THIS NEWS

LOOKS LIKE THE WAR IS ENDING!!

[CF @CFan6888]

This "Radical" Left lost the last pair short pants.

[Citron Research @CitronResearch]

Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.

While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.

Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.

The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.

With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.

Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. https://t.co/2BYMxB2ekI

[CF @CFan6888]

@Irantimes01 Even if you can make the bomb by reverse engineering, it will be useles for you. You know why? Because you can't find a bunker to bust.

[CF @CFan6888]

@lamps_apple @RoKhanna Who is that "Stanford economist"?

[CF @CFan6888]

@lamps_apple @RoKhanna @grok : What is the name of this "Stanford" guy?