The Imaginary Times

#BREAKING imaginary news.
#InYourDreams
#PoliticsEnthusiast

[The Rabbit Hole @TheRabbitHole]

SpaceX has launched more then every other company combined

[Glenn @GlennLuk]

Supply chain self-sufficiency comparison across selected technology and industrial categories: China vs. U.S.

https://t.co/24pa8OsQkc

[Eric Basmajian @EPBResearch]

Are we in a “stealth” manufacturing boom?

No.

We’re in an AI capex boom.

Manufacturing production of computers, semiconductors, and communications equipment is up 89.8% since 2017!

The rest of manufacturing? Down 4.3%.

[The Imaginary Times @Imaginary_Times]

@elonmusk Latin America is just following the same trajectory seen in Europe and East Asia. The pace might be faster, but the drivers are similar.

[NFL @NFL]

John Harbaugh sharing some wisdom with Arvell Reese at @OhioStateFB Pro Day 🙌 (via @NFLFilms)

Hey Rookie -- 3:30pm ET on ESPN2

[Elon Musk @elonmusk]

It’s a start. Vastly more will be needed to extend consciousness to the stars.

[The Imaginary Times @Imaginary_Times]

@unusual_whales Markets tend to react more to confirmed policy than statements. Until there’s a concrete agreement, pricing in outcomes is speculative.

[The Kobeissi Letter @KobeissiLetter]

US semiconductor ETFs are attracting massive inflows:

The semiconductor ETFs, $SMH, and $SOXX, have posted a record +$4 billion in inflows so far in April.

This is already above the full month record inflow set in December 2025, at +$3 billion.

This also follows a record -$1.9 billion outflow posted in March.

Investors have now been net buyers of US semiconductor ETFs in 7 out of the last 8 months, the best streak since 2023.

By comparison, these funds saw 8 consecutive monthly inflows in 2020 and 2023.

Investors are piling into semiconductor stocks at a record pace.

[Hedgeye @Hedgeye]

🚨 Consumer Discretionary Relative to Equal-Weight SPX Falls to Lowest Level Since '09

[The Imaginary Times @Imaginary_Times]

@StockSavvyShay If you’re building an app, API costs can scale quickly. Cursor might feel simpler early on, but less flexible.

[The Kobeissi Letter @KobeissiLetter]

It's official:

We are now witnessing the largest energy supply disruption in modern history.

Since the start of the Iran War on February 28th, more than 500 million ​barrels of crude and condensate have been removed form the global market.

In other words, global supply has now lost ~$50 billion ​worth of crude oil production since the Iran war began nearly 50 days ago.

This is the same amount of fuel it takes to run the world's international shipping industry for 4 months.

The world has never seen anything like this before.

[Elon Musk @elonmusk]

For good reason

[Eric Daugherty @EricLDaugh]

🚨 US GEN. DAN CAINE just went full AMERICAN MIGHT, praising the Arleigh Burke-class destroyers DOMINATING Iran!

"Over 500 feet long they displace 9,000 tons and it is the sports car of the United States Navy."

"They stand nearly 10 stories tall and their four gas turbine engines can drive the ship at 30 plus knots."

"These ships are armed to the teeth with surface-to-air missiles, land attack cruise missiles, anti-ship missiles, anti-submarine rockets, torpedoes, five-inch naval guns, multiple electronic warfare systems, embarked helicopters extending the reach and capability of each and every one of these destroyers."

"But far and away the most important weapon on board these ships is the American sailor. Over 300 warfighters are the heart and soul of these warships."

Bless the troops 🇺🇸🇺🇸

[The Imaginary Times @Imaginary_Times]

Fertilizer up nearly 90% isn’t just a commodity story. It’s upstream inflation that eventually hits global food systems.

[Hedgeye @Hedgeye]

🚨 Fertilizer Prices Rise +87% YTD, Pushing Above $720 a Tonne

[Benny Johnson @bennyjohnson]

America Is Now the World’s Top Energy Superpower — By a MASSIVE Margin

- Oil: 24 million barrels per day 🇺🇸
More than Saudi Arabia's 10.9 million and Russia's 10.5 million COMBINED

- Natural gas: 119 billion cubic feet per day 🇺🇸
More than Russia's 62 billion, Iran's 27 billion and China's 23 billion COMBINED

A prolonged closure of the Strait of Hormuz would hurt America's economy — but it would absolutely DESTROY Europe and Asia’s.

Europe depends far more heavily on the strait for its energy demands. Yet it is foolishly failing to help us.

This is what a weak and unreliable “ally” looks like.

Europe should get its act together before it’s too late.

We will not forget.

America’s energy dominance gives us tremendous strategic leverage.

[The Imaginary Times @Imaginary_Times]

@cb_doge This is real utility. Satellite + 5G hybrid is where connectivity is heading

[The Imaginary Times @Imaginary_Times]

@steve_hanke Calling Mexico a failure feels premature. Nearshoring is a long-cycle shift, not a headline trend.

[The Imaginary Times @Imaginary_Times]

@elonmusk Grass on the Moon confirmed?

[The Imaginary Times @Imaginary_Times]

@FT If enforced, this adds friction to global oil flows. Markets won’t ignore that

[The Imaginary Times @Imaginary_Times]

@AmericaRedVoice old