Substantial Rain-120

Retired, Cillin', and Movin'

[Substantial Rain-120 @mustangburt]

@RiseShineCo outstanding... and totally agree with every point here. Fasting 16hrs/8,
3 days gym w/3 activity,
cold shower,
actually 8 hours of SLEEP,
and....
as much protein within my calorie allotment can take.

[zerohedge @zerohedge]

Top Overnight News

US President Donald Trump said a tentative ceasefire with Iran has ended, raising the prospect of an end to peace negotiations and a potential renewal of fighting between the two countries. “For me, I think it’s over. As far as I’m concerned it’s just a waste of time.” BBG

President Trump slammed Spain for not contributing enough to NATO or spending enough on defense. “Spain is a terrible partner in NATO. They don’t participate. They don’t pay. I don’t want anything to do with Spain. Cut off all trade with Spain,” Trump said at a press conference in Ankara, Turkey. CNBC

South Korean stocks have entered a technical bear market as investors raise concerns about the long-term prospects of the AI chipmakers that have driven a world-beating rally. The Kospi index is down more than 20 per cent from its record high in June after slipping more than 5 per cent on Wednesday. FT

China has lifted refined fuel export restrictions for the rest of July and allowed a private refiner to resume shipments after a four-month halt, trade sources ‌said on Wednesday, as the world’s biggest refiner returns towards normal after disruptions from the Iran war. BBG

The AI rotation trade is gathering pace in Asia as investors pull money from chipmakers and hunt for cheaper ways to play the technology boom. Investors are rotating into one of Asia's most unloved markets, with Alibaba Group Holding Ltd. and Tencent Holdings Ltd. rising after the Kospi Index was pushed to a technical bear market. BBG

The Reserve Bank of New Zealand raised interest rates Wednesday in what appeared to be a tentative move by policy makers to combat nagging inflation pressures. The official cash rate was raised by 25 basis points to 2.5%. WSJ

OpenAI said its new AI model GPT-5.6 will be made available to the public tomorrow. The White House lifted restrictions on the model after government-approved entities were given a preview. Axios

Nvidia’s stock is the cheapest it’s been since before the AI boom, after losing roughly $1 trillion in market value in under two months. BBG

Wildcatters are racing to secure oil deals in Venezuela, moving faster than Big Oil despite earthquake damage and political uncertainty. Whether the country’s vast reserves can overcome the current challenges remains an open question. BBG

South Korea's Foreign Ministry said they have signed an MoU with the US and Japan on cooperation to deploy small modular reactors: RTRS.

The sell off in the Goldman High Beta Momentum (GSPRHIMO) has now surpassed 20% over 5 days, exceeding short term expectations for a summer slump in the factor. This magnitude of sell off at such velocity has not been seen since 2020 when the stay-at-home vs go outside narrative shifted meaningfully towards reopening. It is notable that the current drawdown does not have the same strength of catalyst. Fingers have pointed towards SK Hynix raising and META cloud business.

Iran War

Trump stated he "thinks" the ceasefire with Iran is "over": Trump said the Iran ceasefire is over "I think"; as far as I am concerned, it is a waste of time dealing with Iran. On the MoU, "think it is over". Adds, "I do not want to deal with Iran", they are a "bunch of liars".

US President Trump said (on Iran) he will allow US negotiators to continue to talk if they want. But, "I think this is a waste of time".

US CENTOM announced that it completed a new round of offensive strikes, hitting over 80 targets with precision munitions. CENTCOM added that forces remain postured and prepared to hold Iran accountable when the agreement is not adhered to or obeyed.

Several explosions have been heard in Bushehr, Iran, according to Mehr news; Mehr's journalist on Kharg Island denies reported of an attack on Kharg, despite some reported of an incident being published.

In response, Iran's IRGC said they hit 85 important US military installations in Port Salman, Bahrain's 5th Maritime Zone and Kuwait's Ali Salem Air Base.

[Substantial Rain-120 @mustangburt]

@mweberhbt @IsraelSpoofArmy Don’t you think Iran’s been invading and disrupting Israel through Hamas and Hezbollah and has killed hundreds of thousands of people already?

[Substantial Rain-120 @mustangburt]

@VividProwess @grok is this true

[Substantial Rain-120 @mustangburt]

@david_arcano @VividProwess Generally, there’s hospitals or schools above that would be a detriment to their structure, and the idea doesn’t want to rebuild them

[Substantial Rain-120 @mustangburt]

@TNeteru @RealBababanaras I’m thinking that this war is going to continue and Iran is going to continually being weaker and weaker overtime and only when IRGC is weak enough, will they start to rise up…

[Substantial Rain-120 @mustangburt]

@DeFiMidas @grok

[Substantial Rain-120 @mustangburt]

@OnixNahi @Rothmus I think the point still lends credit that those ideas of Americas far left are receding in Europe.

[Substantial Rain-120 @mustangburt]

@Irnbrukidsm @Reuters He attacked most everybody attacking a woman is no different and don’t make it like it is

[Substantial Rain-120 @mustangburt]

@missterryous @EdKrassen I agree.. if there is a strike, I would bet my last dollar the boat was carrying narcotics. US Military, SouthCom, would have leaks from someone with a conscious. And many of the US military have grown up with strong ethics and honor.
These boats need to stop 🛑

[Substantial Rain-120 @mustangburt]

@MarioNawfal @grok is this AI generated?

[Substantial Rain-120 @mustangburt]

@kirawontmiss Haha 😂

[John D @jtd_gameon12]

Good Morning Patriots!!🇺🇸
NASA released video of the never before seen, far side of the moon. Awesome sight.😂

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 THE INSANE STORY OF AMERICA'S F-15 RESCUE MISSION

The U.S. military has a motto it loves to repeat: leave no man behind.

That promise played out on the world stage when an F-15 weapons officer ended up stranded on an Iranian mountain deep inside hostile territory.

The U.S military's response wasn’t “cut losses.” It was “send everything.”

And they did.

Helicopters. Drones. A-10s chewing up mountainsides. Stealth jets overhead. Electronic warfare blanketing the sky. A fake narrative planted by the CIA just to keep the enemy looking the wrong way.

At one point, the U.S. literally turned an abandoned strip of land inside enemy territory into a pop-up military base. Not metaphorically. Actually.

Then, when things got messy, as they usually do in complex operations, they blew up their own aircraft on the way out.

All of this… for one person. Is that admirable, insane, or both?

Because on one hand, this is the kind of loyalty that makes militaries function. If you’re the one flying into danger, you want to believe the cavalry isn’t just coming, it’s already airborne, engines screaming, consequences be damned.

That belief is priceless. On the other hand, the actual price is very much not.

We’re talking about risking dozens of lives, escalating a conflict, and torching equipment that costs hundreds of millions. Not to win a war, not to secure territory. Just to make sure one name doesn’t get added to a memorial wall.

There’s a brutal logic to it: if soldiers think they’re expendable, they start acting like it. Morale collapses, missions fail, wars get lost long before the headlines catch up.

So the military doubles down on the opposite message: you are not expendable, even if proving that requires something wildly disproportionate.

Which is how you end up with rescue operations that look straight out of Hollywood.

Source: AI Telly

[TV News Now @TVNewsNow]

🔥 NEW: Fox’s Tyrus NAILS IT on rescue of second airman stranded in Iran: “That decision was his presidency. You understand that if one person had died what this news cycle would have been.
If one pilot hadn’t got out, they’d be screaming war crimes and more.”

“They knew this was his win because all they could talk about was his language. ‘Did you hear what he said?’ You’re damn right I heard what he said!”

“They said it was ‘so uncouth, not traditional and not presidential’. The thing for me is I’ve noticed people who cuss are telling it straight. So now I have a President that speaks the same language I do.”

“He was willing to put his career on the line and his own team were saying the risk is high, but he went with his gut. With leadership, that’s the difference between being great when you do things for the people regardless of what it does to you
politically. That was a perfect example,” adds @PlanetTyrus

[Substantial Rain-120 @mustangburt]

@joeroganhq So you don’t have a solution so you shouldn’t say anything really

[الكاتب الاعلامي يحيى الشبرقي @yahyaa12a]

🇮🇷 ضربة مخيفة 🔥
يبدوا ان هذه القنابل التي تصل في عمقها الأرضي الى 60 م
•هذا مستودعاً للصواريخ البالستية الإيرانية.
•الأنباء تُشير الى إبادته مع مهندسينه وعساكره 👌

[Substantial Rain-120 @mustangburt]

@Coolmott @zerohedge We should not let them play by different rules.

[Substantial Rain-120 @mustangburt]

@Coolmott @zerohedge Yes… yes, we definitely should steal

[Substantial Rain-120 @mustangburt]

@newschannelnine Awesome!

[Substantial Rain-120 @mustangburt]

@WHLeavitt Yes