Jason

[Polymarket @Polymarket]

JUST IN: Taiwan aims to produce 100,000 drones a month by 2030 as it prepares a “drone hellscape” designed to stop a Chinese invasion.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump has been floating the idea privately to senior aides that he's willing to "walk away" from the Iran War without a nuclear deal should Iran fully reopen the Strait of Hormuz, per WSJ.

Details include:

1. This objective reportedly became "more difficult" yesterday when Iran insisted on its highest price yet for reopening the Strait of Hormuz

2. Iran is now seeking billions of dollars in US payments, the removal of US troops from the region, among other things to reopen Hormuz

3. US officials said Trump is patient and expected to ride out the latest developments as long as gas prices remain where they are

4. Trump has reportedly told senior aides that Iran is likely unable to revive its nuclear work during his presidency

The Iran War negotiations are becoming increasingly complicated.

[kristen shaughnessy @kshaughnessy2]

Hearing there is an emergency meeting on a Sunday morning because this filing has made those named very nervous???

@kimkep4796 @palikaras

[The Hormuz Report @HormuzReport]

BREAKING: Donald Trump has quietly admitted defeat and privately signalling he's willing to end the Iran war without a nuclear deal if the Strait of Hormuz simply opens, a humiliating retreat from his demand for "unconditional surrender," per WSJ.

Trump privately told aides he would declare victory based on reopening the Strait — a far cry from his promises to "decimate" Iran's nuclear program. But Iran just raised the price of that exit: $300 billion** in compensation, **$100–123 billion in frozen assets, U.S. troop withdrawal, and an end to the naval blockade.

Trump wanted out. Iran is making him pay for it.

U.S. officials say Trump sees the Strait as his only viable exit. But Iran's new demands mean even that is now in doubt. Tehran knows Washington is desperate to leave — and is holding the waterway hostage until Trump surrenders on every point.

[Amrendra Bahubali 🇮🇳 @TheBahubali_IND]

रूस ने परमाणु बम की एक झलक दिखाकर दुनिया
को बता दिया कि इसे कैसे रखा जाता है

छोटा सा पर बड़ा विनाशकारी 🔥💪

[First Squawk @FirstSquawk]

Pentagon orders US arms makers to SPEED UP production — Washington Post

Contractors have 21 DAYS to submit plans for ‘significantly faster’ weapons deliveries

The push comes as the Iran war depletes US missile and ammunition stockpiles

[kristen shaughnessy @kshaughnessy2]

👀 👀
See how fast the fake volume disappears when they actually have to play by the rules?

South Korea forces real cash + real settlement

Leveraged ETF volume collapses 90% overnight

“…The actions taken by the authorities highlight the delicate balance between fostering market participation and ensuring the stability of the financial system….

Data from the Korea Exchange showed that the combined trading volume of 16 leveraged and inverse ETFs tracking Samsung Electronics and SK Hynix fell from approximately 12.4 trillion won on the final day before the higher margin requirement to about 1.2 trillion won within two trading sessions.

The largest product, the KODEX SK Hynix leveraged ETF, saw its volume decline from 3.6 trillion won to 422.6 billion won.

This contraction represented roughly a 90 percent reduction and marked one of the sharpest liquidity shifts recorded in the Korean ETF market during 2026…”
@kucoincom

@Hamnakedshorts @FlyEaglesFly529

[Roscoe Smith IV @LoneStarLegendX]

I’m almost positive Republicans are planning to lose the mid-term elections on purpose.

No SAVE Act, recess appointments, senate confirmations, mass deportations, arrests, and/or election guardrails.

But, they decided to crack down on THC and in Texas turn grandma’s that use gummies to go to sleep as felons.

This is how you lose the House and important Senate seats.

[zerohedge @zerohedge]

Fire Erupts At Saudi Aramco's Jazan Refinery As Iran-Backed Houthis Claim Drone Strike https://t.co/yC9YEQMfdC

[Jack Posobiec @JackPosobiec]

I have called for the J-1 visa program to be terminated for years. It is abhorrent and should be shut down immediately

[kristen shaughnessy @kshaughnessy2]

MMAT trustee just used Citadel, Virtu & Anson’s own internal trading records against them.

Not a theory.

Not public data.

THEIR ACTUAL BOOKS.

Allegation: their short-selling systems were systematically set up wrong and not just on this stock.

That’s why this case is different.

And why it should make them very nervous.

👏👏👏@palikaras
$NWBO $QNTM $GNS $AABB

[*Walter Bloomberg @DeItaone]

ISRAEL REJECTS TRUMP’S 15-POINT GAZA PLAN

Israel has rejected President Trump’s 15-point Gaza peace plan, Prime Minister Benjamin Netanyahu said.

Netanyahu says Israeli forces will not withdraw until Hamas fully disarms.

Trump had previously announced a breakthrough in the peace process, saying Hamas agreed to give up its weapons.

Israel and Hamas agreed to a ceasefire last October, though Israeli strikes in Gaza have continued.

[Lara Logan @laralogan]

Once again Coca Cola shows you who they really are - remember when they said people were “too white for Coke”? I do. They can get lost.

[Yet another commodity guy @tleilax___]

Jubail's gas plant on fire.

[Lyndsey, RN 💜🐭 @HouseLyndseyRN]

102 dead out of 40K participants

the trial was only 7 days in length

74% with adverse events

this is the new mRNA flu vax the FDA ROLLED OUT AS SAFE AND EFFECTIVE

murder in plain sight

[Lukas Ekwueme @ekwufinance]

So Japan can:

1. Raise rates = blow up the yen carry trade and its pension funds

2. Sell USTs to buy yen = blow up the US bond market

3. Use the US money printer to buy yen = increase US inflationary pressures

We don't own nearly enough hard assets for what's coming.

[First Squawk @FirstSquawk]

ELON MUSK SAYS U.S. POWER GRID CANNOT KEEP UP WITH AI DEMAND

[First Squawk @FirstSquawk]

SAUDI ENERGY MINISTRY: ARAMCO PUTS OUT FIRE AT JAZAN REFINERY

[Mario Nawfal @MarioNawfal]

🚨🇸🇦 BREAKING:

Explosions have been heard in Saudi Arabia's Jubail, with fires being reported at gas facilities...

Arab sources are reporting that Jubail Industrial City was hit, though the cause of any blast remains unclear.

The site is is one of the world's LARGEST petrochemical and industrial hubs, accounting for 6-8% of global petrochemical supply.

Back in April, it was targeted by Iran in missile and drone barrages... this time, very likely the Houthis.

Source: @anadoluajansi / Writer: Michael

[UK Report @UK_REPT]

BREAKING 🇮🇷 — Reports of intense fighter jet activity over Tehran