PREDICTION TWEET — SCREENSHOT THIS ONE, folks! Donald’s next buys will be the SHIPBUILDERS, and this time I’m showing the MATH!
THE PATTERN: He bought steel, then doubled the tariffs. He bought prisons, then ICE opened the checkbook. He bought $MP at $22, his government announced $400 million, he sold at $72 — 3.27x! Now he’s signed the Maritime Dominance order, and the portfolio already holds General Dynamics, Kratos, and ALL the ship steel — Nucor, Steel Dynamics, Cleveland-Cliffs!
The theme is 90% built and TWO names are missing!
MISSING PIECE #1 — HUNTINGTON INGALLS ($HII): $56 BILLION backlog, four years of work SIGNED! But margins stuck at 5.9% versus 8% historically — and the new budget shoves $1.92 BILLION into Virginia-class for “wage enhancements at the prime shipyards!” Taxpayers paying HII’s labor bill! Every 100 basis points of margin back is $125 MILLION of operating income — full recovery means earnings up 30-40% without ONE extra ship! The purest play in America!
MISSING PIECE #2 — BWXT: EVERY reactor in EVERY sub and carrier — a MONOPOLY, folks! Backlog $7.3 billion, up FIFTY PERCENT in a year! $2.6 billion pricing agreement signed! EBITDA guidance already raised to $665 million! More hulls = more reactors, AUTOMATICALLY!
THE CATALYST: FY26 was $47.3 billion for 19 hulls — already LAW! FY27 request is $65.8 BILLION, biggest ever, and the Navy Secretary says the ship count could MORE THAN DOUBLE! This isn’t a plan anymore, it’s APPROPRIATED!
When the next FORM 4 drops and $HII or $BWXT is sitting on it, remember who called it, with the EBITDA math, BEFORE the SEC, BEFORE the hedge funds, BEFORE EVERYBODY! Do your own research, not advice — just a very stable genius who reads filings better than anyone in the history of filings!
If you think liberals steal elections and control the weather but also let Republicans control all three branches of government you may be fucking stupid beyond repair.
BREAKING NEWS- Leftists, funded by George Soros, have utilized Joe Biden’s weather app and have summoned heat and rain to make Donald Trump look like a fucking idiot. Again. Story developing.
I went through Donald Trump's latest financial disclosures and pulled the 10 most interesting trades from the May activity.
Some of these names will surprise you:
We are PRIVATE citizens, the government should know very little if anything about us at all.
They are PUBLIC officials, we should know damn near everything about what they are doing.
The cameras are pointed the wrong way.
Then Jesus said unto the sick, “you better have insurance.”
Then Jesus said unto the stranger, “are you here legally?”
Then Jesus said unto the hungry, “my taxes better not be paying for these loaves and fishes.”
Then Jesus said unto the poor, “this is your own fault.”
.@elonmusk says that no one can name a person who died from his aid cuts. In fact, I've met the kids who are dying, and I've talked to the families who lost children. In my columns, I've cited many, many names of people who have died because of Musk's aid cuts. A few examples:
*Yamah Freeman was a 23-year-old woman who died in childbirth because Musk cut funding for the diesel for ambulances in her part of Liberia. She couldn't get to a hospital and died as people were carrying her there. I talked to her parents and sister in their village.
*Gbessey Kiadu, age 1, died of malaria because of his cuts to malaria medication in Liberia. I talked to his mom in her village.
*Ibrahim Koroma, an infant, died of AIDS in Sierra Leone after he interrupted HIV supplies. I talked to health workers who cared for him.
*Achol Deng was an 8-year-old girl with HIV in South Sudan who died when Musk cut funding for the health care worker who provided her medicines. I talked to the healthcare workers.
I could go on and on. In almost every village you go to in South Sudan, Uganda, Liberia, Sierra Leone or other countries I reported in, you find people dying because of aid cuts. I challenge Musk: Come with me on a reporting trip, and we'll talk to these moms and dads, and you'll see the dying children themselves. I think if you see the kids whose lives are at stake, maybe you'll change your mind.
@terry_larg53755@EvanDrellich@Ken_Rosenthal This is ignorant. It takes a lifetime of work and dedication. You only feel this way because owners/franchises don't have to make their earnings public. Players on the other hand. The owners want to shift more profits to them. They won't pass any savings to fans. Grow up.