Mario

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[Mario @Mario__MX]

Excuses make today easier but tomorrow harder.

Discipline makes today harder but tomorrow easier.

[The Kobeissi Letter @KobeissiLetter]

It's official.

MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.

In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.

By comparison, the S&P 500 is up +116% over this same timeframe.

Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.

This puts MicroStrategy's stock, $MSTR, down -77% since its record high.

Bear market is an understatement.

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[Mario @Mario__MX]

🇺🇸

[NASA Administrator Jared Isaacman @NASAAdmin]

We go where we need to be, and today that was @NASAKennedy.

Some of my senior engineers and I spent time at @blueorigin with @JeffBezos and @davill, speaking with the workforce and seeing the damage at LC-36 firsthand. I appreciated the opportunity to hear directly from those working through the aftermath and better understand the challenges ahead.

There is a lot of work to do, but this is exactly why people choose careers in aerospace, whether at NASA, Blue Origin, or across the industry. The talent in this field thrives under pressure and performs at its best when solving the toughest problems.

We have been saying for months at NASA that we are not going to sit on our hands and wait for the capabilities necessary to achieve the nation’s most pressing objectives. We are going to take an active role alongside our partners, just as we did in the 1960s, to overcome setbacks, remove obstacles, and deliver the intended outcomes.

@NASA is committed to helping the Blue team recover, continue to advance their lunar lander and get New Glenn back to launching as soon as safely possible.

America’s greatest achievements in space were never the result of avoiding setbacks. They came from overcoming them. We have done it before, and we will do it again🇺🇸

[Polymarket @Polymarket]

JUST IN: Mexican economy shrinks 0.6% in first quarter.

[Mario @Mario__MX]

Hahahaha good

[Mario @Mario__MX]

10T in 1 month

[The Kobeissi Letter @KobeissiLetter]

We truly are witnessing history right now.

It's clear that the period we are in now will be referenced for decades to come.

The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel.

When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant.

While inflation is back and the labor market has weakened, it simply does not matter right now.

In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power.

Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st.

These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities.

Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind.

Our 12+ month thesis has materialized.

[The Kobeissi Letter @KobeissiLetter]

We truly are witnessing history right now.

It's clear that the period we are in now will be referenced for decades to come.

The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel.

When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant.

While inflation is back and the labor market has weakened, it simply does not matter right now.

In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power.

Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st.

These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities.

Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind.

Our 12+ month thesis has materialized.

[Mario @Mario__MX]

🙌

[Claude @claudeai]

Effective today, we are:

1) Doubling Claude Code’s 5-hour rate limits for Pro, Max, and Team plans;

2) Removing the peak hours limit reduction on Claude Code for Pro and Max plans; and

3) Substantially raising our API rate limits for Opus models.

[Morning Brew ☕️ @MorningBrew]

My parents: How are you going to afford to buy a go-kart?

8-year-old me:

[The Kobeissi Letter @KobeissiLetter]

This is truly unfortunate:

In 2022, JetBlue had agreed to merge with Spirit Airlines in a $3.8 billion transaction.

This was intended to end Spirit's imminent bankruptcy and employ the majority of Spirit's 17,000 employees.

One year later, in 2023, the US Department of Justice sued to block the merger, saying it would reduce competition and drive up fares.

Fast forward another 2 years to today, and Spirit has officially gone bankrupt, ceased operations, and 17,000 people are now unemployed.

And, tens of thousands of Spirit passengers are now "stranded."

The worst part?

The "reduced competition" that the DOJ thought they were avoiding by blocking the transaction has only gotten worse.

There quite literally is no competition in the space anymore.

This will go down as one of the biggest transactional failures in US history.

[Mario @Mario__MX]

2 cm per month??? Jesus

[NASA Earth @NASAEarth]

The ground beneath Mexico City is slowly sinking, and now, the NISAR satellite can track it from space.

New data shows parts of the city (in blue) that sank more than half an inch (more than 2 cm) per month from Oct. 2025 to Jan. 2026.

[Kaitlan Collins @kaitlancollins]

We are inside the ballroom of the Hilton. One Service agent told me the shooter is confirmed dead. Agents swarmed the room within minutes of shots being heard, running down the main aisle. But because Cabinet officials are seated throughout the room, many of them remained on the floor, crouched under tables as the president was evacuated from stage.

[Dailyscienceinfo @NatureScienceA1]

NASA posted an ARTEMIS II crew photograph that I think is one of the best I have seen. This is the continent of Antarctica.
The area around the continent is clear. This is the Southern Ocean that circles Antarctica. The cold air and water tend to rob the moisture in the air. No clouds.
In the middle left of the photo is the Antarctica Peninsula.
To the left of the peninsula is Tierra del Fuego. Continuing up the upper left of the photo is the Atlantic coast of South America.
The land mass in the lower right is probably New Zealand.

[Mario @Mario__MX]

🇺🇸

[OSINTdefender @sentdefender]

The crew module has now successfully splashed down in the Pacific Ocean following its reentry from space.

[Dillon Shropshire @Dillonshrop06]

Artemis 2 will return and splash down off the coast of San Diego, CA, around 5:00 p.m. PT on April 10th

There will be a coastal marine layer which will limit visibility; however, make sure you are located at or near the coastline to get the best direct line of sight chances of splashdown.

There will be a VERY audible sonic boom for much of the extreme SoCal regions as a result.

Hazard Map→ https://t.co/TAjLJ0vMKz

[Sana Ebrahimi Ledene @__Injaneb96]

As an Iranian watching this rescue mission unfold, I was praying the American pilot would make it out alive, not just for him, but so the Islamic Republic could not use him as a bargaining chip or claim some twisted “victory.”

At the same time, I felt a deep envy.

Your government sent elite special forces, million-dollar aircraft, and moved heaven and earth to bring one American home. No hesitation. No excuses.

In Iran, the regime uses human shields and recruited child soldiers to clear minefields during the Iran-Iraq war. They treat their own people like disposable tools. They are now recruiting child soldiers as we speak.

The Islamic Republic has zero regard for human life. That’s the brutal difference.

One side risks everything to save their own.
The other sacrifices their own to stay in power.

This hits hard when you have lived under both realities.

[Ryan Saavedra @RyanSaavedra]

The fact that the U.S. risked hundreds of lives and billions of dollars worth of equipment to save a single life is terrifying to our enemies.

This tells them that the U.S. has no limits to what it will do to ensure that all threats to America and our interests are destroyed.

[OSINTdefender @sentdefender]

According to a post by President Donald J. Trump on Truth Social, the missing weapons systems officer (WSO) from the U.S. Air Force F-15E "Strike Eagle" that was shot down over Iran 2 days ago has been rescued, adding, "He sustained injuries, but will be fine."