TACO Trump is going to make a deal with the Ayatollahs. He has no desire to go all the way for a regime change, otherwise it would've happened already. Iran's nuclear capability hasn't been completely destroyed. Israel will have to be the ones to destroy it - America won't.
@WilsdorfAndreas 17K likes on this tweet about a very important issue.
Poor UI/UX and gameplay execution undermine the excellent work of the game’s feature designers
.@SecRubio: "Nothing from the U.S. has told [Iran] they can't come... What they can't bring is a bunch of IRGC terrorists into our country and pretend that they're journalists and athletic trainers."
❌HEZBOLLAH CEASEFIRE VIOLATION: Hezbollah launched a hostile aircraft toward IDF soldiers operating south of the Forward Defense Line, in the area of southern Lebanon.
The aircraft was intercepted by the IAF and did not cross into Israel.
❌CEASEFIRE VIOLATIONS: In 3 separate incidents in the area of al-Qusayr, IDF soldiers identified terrorists who crossed the Forward Defense Line, approaching the soldiers in a manner that posed an immediate threat.
In all 3 incidents, the terrorists were neutralized in order to remove the threat.
Two boats attempted to pass through the area marked on this map.
Iran shot at them, and the boats turned around.
The long-standing US policy of not negotiating with terrorists needs to return.
It's time to give war a chance.
❌ ANOTHER HEZBOLLAH CEASEFIRE VIOLATION: IDF soldiers identified a terrorist cell that violated the ceasefire understandings and approached IDF soldiers operating south of the defense line. The terrorists posed a threat to the troops, and in response the IDF eliminated them.
Additionally struck was an underground shaft in the area south of the forward defense line, and Hezbollah terrorists who were identified entering it.
BREAKING: The US military is preparing to board Iran-linked oil tankers and seize commercial ships in international waters, per WSJ.
Details include:
1. The report comes just hours after Iran has declared the Strait of Hormuz closed again
2. This move is intended to "step up economic pressure" on Iran to force them to reopen Hormuz
3. The US says its blockade "will actively pursue any Iranian-flagged vessel or any vessel attempting to provide material support to Iran"
4. Iran has been exporting over 2 million barrels of oil per day throughout the war which are now at risk
The Strait of Hormuz remains in contention.
❌ HEZBOLLAH CEASEFIRE VIOLATION: Since the ceasefire came into effect, IDF soldiers south of the Yellow Line in southern Lebanon identified several incidents in which terrorists violated the ceasefire understandings by approaching from north of the Yellow Line toward IDF soldiers, posing an immediate threat.
In order to remove the threat, the IDF conducted precise strikes against the terrorists and terrorist infrastructure sites.
A bit of chaos in Hormuz this morning as nearly all of the outbound tankers have abruptly turned around.
Follows an announcement by Iranian military leadership that the Strait has "reverted to its previous state of strict military control."
Interesting video from Kpler via the CNBC story below.
It shows the shipping activity in the Persian Gulf today.
After it was announced that the Strait was open, dozens of ships turned on their AIS (GPS) and sailed to the Strait. Then they abruptly stopped, U-turned, and turned off their AIS.
In the end, the traffic that went through was no different than any other day of the war.
Shippers are still thinking it is closed.
@mercoglianos@johnkonrad
Fell for market manipulation Friday… again.
Markets are closed.
Strait is closed.
IRGC sending VHF messages.
Ships are turning around.
Now what:
Trump can return to genocidal threats in his rhetoric until futures open at 6PM on Sunday.
Rinse and Repeat.
A woman is about to be executed for one “crime”, speaking out.
That’s the reality of the Iranian regime.
This is not a government that values freedom.
This is not a regime moved by polite diplomacy.
It silences dissent.
It punishes courage.
It fears its own people.
And history has shown, they don’t respond to words. They respond to strength.
We are witnessing a historic short squeeze right now.
The S&P 500 has now added nearly +$6 TRILLION in market cap since March 30th.
In just 5 trading days, hedge fund short exposure to US ETFs has gone from the highest since May 2025 to lower than 97% of cases over the last 5 years.
Meanwhile, the capital that was sidelined amid the Iran War is quickly rotating back into AI stocks.
The reality is that AI names have only gotten bigger amid the volatility of the Iran War.
Stocks like Nvidia and Apple were nearly half as cheap as Costco and Walmart on a Forward P/E basis after the recent correction.
All while 4% inflation is back and investors are searching for any source of yield as a hedge.
Record highs are on the horizon.