Hickson

Ottawa to Boston to Charlottesville

[Missin Curfew @MissinCurfew]

Rod Brind’Amour might have one of the best mug hoists of all time 🔥🏆

[Hickson @andrewhickson]

@CaptainZwink @grok sunmarize the all of the text data in this tweet and the previous tweet in this thread attached as images.

[Brad Gerstner @altcap]

Legend. Thank you @Gwynne_Shotwell from a grateful nation. Your unrelenting drive to put America back on top in space will never be forgotten! 🇺🇸🚀

[tobi lutke @tobi]

https://t.co/5MJ7u1VHwf

[Straight Florida @StraightFlorida]

Florida Man doesn’t ask for permission.
He just straps on a jet-propelled hoverboard, hooks up his dog to a jet ski, and goes for a Sunday cruise like it’s completely normal.

This is why the rest of the country will never understand us.
Peak Florida. Never change.

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[ESPN Insights @ESPNInsights]

Brandon Hagel can do it ALL 🔥

Hagel is the first player in Tampa Bay Lightning history with a Gordie Howe hat trick (goal, assist, fighting major) in a Stanley Cup playoff game.

[Lake Cornelia Research Management @CorneliaLake]

Preview of upcoming oral arguments $SOC

[Hickson @andrewhickson]

@qcapital2020 This. Size accordingly

[Hickson @andrewhickson]

@aakashgupta @Credit_Junk You think satellites "can't see" these quiet ships?
Hmm. Curious.

[⚡️David Blackmon⚡️ @EnergyAbsurdity]

🚨BREAKING: Chevron just gave Gavin Newsom the middle finger with a major move that could finally help ease California’s sky-high gas prices!

They’re buying American oil from Sable Offshore’s Santa Barbara platforms and running it through their El Segundo refinery.

• Starts with 20,000 barrels/day in April
• Ramping up to 45,000–55,000 bpd soon
• First oil flowing through the pipeline since 2015 (thanks to Trump’s Defense Production Act order)
• Directly cuts reliance on foreign crude — CA still imports 63% of its oil while sitting on billions of barrels in reserves

Chevron exec Andy Walz nailed it: “We’re taking American crude oil, putting it in American pipelines, running an American refinery and selling those products to American motorists — and it’s going to be cheaper than importing.”

California’s production has cratered 77% since 1986. Time to stop the green virtue-signaling and produce the energy we actually need.

Kudos to @Chevron for doing the right thing for Californians.

@CAgovernor #Sable #oil

Full story: https://t.co/yu9mtH0CrR

[Radigan Carter @radigancarter]

https://t.co/Ys7x2TMb2t

[Melissa Chen @MsMelChen]

Spot on with the Singapore-Dubai parallel - but the stakes are even more explosive than most realize.

If the PRC launches its long-planned invasion of Taiwan, it will need to make sure the United States stays out of it.

That means it must first neutralize America’s nearest major forward-deployed force which is the US 7th Fleet based in Yokosuka, Japan.

We’re talking 60-70 warships, 150-180 aircraft, and over 27,000 personnel.

To keep that fleet out of the fight, Beijing would have no choice but to strike Japanese soil and bases preemptively - dragging sovereign Japan directly into the war. Japanese PM Takaichi enraged the Chinese for merely saying that this constitutes a "survival-threatening situation" for Japan and implying that Japan might be drawn into the conflict.

The 7th fleet relies on logistics and sustainment from Task Force 73 / Logistics Group Western Pacific which is headquartered in the Republic of Singapore.

Singapore’s role as the critical maintenance, resupply, and repair hub for US naval forces in the region makes it Target #2.

Just like Iran hit UAE facilities for hosting American support, the PLA would have to take out Singapore’s ports, airfields, and logistics nodes to choke off the flow of fuel, ammo, and spares.

In other words, there's a huge potential for a regional cataclysm: direct attacks on Japan and Singapore, the Malacca Strait turned into a war zone, global shipping paralyzed, and the entire US-led alliance structure under fire.

The idea that China is pursuing “peaceful development” is hard to believe when you consider its military buildup - hypersonic missiles, carrier-killers, anti-access/area-denial systems - that seem to prepare them to deal with exactly this problem of a regional fight for control and navigation of the seas.

Not many people are aware that there are 3,000 active Singapore Armed Forces (SAF) troops on rotational deployments throughout each year in Taiwan. While this is for military training (it's been ongoing since 1975), this could further complicate things for Singapore in a Taiwan conflict scenario. These troops might be trapped or become bargaining chips during a blockade or invasion.

Anyway, tl;dr: Singapore likely won't be able to stay out of it as the chokepoint it sits in will probably come into play

[Hickson @andrewhickson]

$SOC FTW

[Secretary Chris Wright @SecretaryWright]

On Friday, we announced bringing on a meaningful amount of oil production in the state of California from offshore.

California has fought foolishly to prevent new American oil from going into their own state.

[OSINTtechnical @Osinttechnical]

Periscope footage of a US Navy Submarine torpedoing the Iranian Frigate Dena off the coast of Sri Lanka.

The Mk. 48 Torpedo’s 650 pound warhead can be seen detonating under the Iranian Frigate’s stern.

[Melissa Chen @MsMelChen]

Seeing a plethora of low IQ “Israel FORCED the US into war” takes. Xi thanks you for helping to unwittingly launder CCP propaganda btw.

The US strikes come down to Iran and China having engineered a mathematically unwinnable war of attrition for any purely defensive strategy. In other words, they can replace missiles faster than the US can replace the interceptors needed to stop them.

Secretary of State Marco Rubio stated this week that Iran is now producing over 100 ballistic missiles per month, while the US can manufacture only 6–7 relevant ballistic-missile interceptors per month (the high-end systems actually capable of reliably knocking down Iran’s advanced threats).

Even the broader Patriot PAC-3 MSE line is only at ~45 per month today and THAAD/SM-3 production is even tighter at under 10 per month before emergency surges. Surely you can see how this is a giant problem.

And what is China doing? China is deliberately supercharging this imbalance. Beijing has been caught shipping dual-use propellant ingredients, planetary mixers, and components that let Iran rebuild its munitions factories at breakneck speed.

Reuters released a report on Feb 24 revealing that Iran was days from sealing a deal with China for CM-302 supersonic anti-ship missiles capable of evading defenses, sinking US carriers / destroyers from a distance of 290 km, which turns the Strait of Hormuz into a lethal kill zone. If this doesn't strike you as a red line that should galvanize action now rather than later, then you are unable to handle the reality of geopolitical survival.

Why is China doing this? Because a cheap, endless Iranian missile barrage that forces the US to expend $4-million interceptors against $20K Shaheds (or $200K ballistic missiles) is Beijing’s perfect trap - keep America’s navy, aircraft and industrial base tied down in the Middle East burning through stockpiles. Basically, keep America busy and out of the West Pacific.

The imminent arrival of a Chinese-backed “gamechanger” would have rendered America’s naval supremacy obsolete and provide an anti-access shield over the Gulf, Iranian nuclear sites, and every proxy from Hezbollah to the Houthis. This is why the Gulf States are also aligned with US action.

The US needed to restore deterrence against a regime racing toward nukes, and send an unmistakable message that the United States will never cede the Gulf to a Sino-Iranian nightmare.

I highly recommend listening to the latest episode of @triggerpod and @havivrettiggur. These guys provide the best analysis of the situation.

[Haviv Rettig Gur @havivrettiggur]

America went to war in Iran because Iran made itself a Chinese weapon. I explain in detail in my piece in @TheFP.

America didn’t need to do this -- to invest so much political capital and military firepower -- just to shore up a second-run Israeli operation, nor is it reasonable to believe, as Secretary Rubio claimed, that it's all because of potential Iranian counter-strikes against US forces.

Months of American buildup, America setting the timing and pulling the trigger on the operation, and the growing and increasingly dangerous strategic ties between Iran and China for America's ability to face down its chief adversary in the Pacific -- these are all evidence that this was an American decision, and that Israel is playing second fiddle this time around.

There are now two wars underway in Iran, not one: The longstanding Israel-Iran war playing out on the regional chessboard, and the much larger US-China confrontation on the global chessboard.

They overlap significantly in terms of the two nations' banks of targets in Iran -- but that overlap may not hold to the end.

Two wars, not one. If you can only see one of them, you'll misunderstand what's happening now and what happens next.

--

This Isn’t Israel’s War. It’s America’s. https://t.co/yk9Ajb3uw7

[Bilawal Sidhu @bilawalsidhu]

I made a 4D god's eye replay of the Iran strikes using public OSINT data.

When I turned on the orbital layer in worldview something jumped out.

You can see satellite passes stack up over the strike zones in the hours before & after impact. Everyone was watching. Some of them were overhead before it started.

American KH-11s and TOPAZ SAR. Russian BARS-M and Persona. Chinese Gaofen optical and SAR. Maxar WorldView Legion. Airbus Pleiades. Capella. ICEYE.

That's textbook behavior -- you collect right before for targeting, you strike, then you collect again for battle damage assessment. Just wild to see it all replayed in 3D like this.

The commercial constellation density is also striking. What used to be exclusive nation state capability is now mirrored by half a dozen commercial operators. The intelligence monopoly is over.

[TheDailyCompounder @100xCompounding]

$SOC

$5.50 Private Placement to raise $250M

Not sure who the participants were on the placement but someone obviously feels like this gets done still.