@BeGreatEducate1@DOWResponse@SecWar Totally legit to debate someone's policies but is it worth the effort to spin every life detail because you don't like the team they play for? 315 is his stated 1 rep max...his form isn't great, but realistic for someone who lifts consistently to do 40-50% of max for 40+ reps.
@mdubowitz Reports now show ships are crossing through the SOH on decent scale. Meanwhile Iran is not getting oil out. Iran can fire drones and missiles at fixed soft targets for a while but the regime is on the clock without money coming in and is losing leverage by the day.
@Insanevidz_ If drunk dude dies, it's years for manslaughter. Wife divorces, takes half (after legal fees), remarries. Dude gets out of jail broke, no career. Ends up being drunk in bars, hitting on other guy's wives. Not alpha.
@DrEliDavid 80–95%+ of launches are from mobile units that are not in fixed locations but discovered as the campaign progressed. Launch sites also include support/storage/tunnel areas from which these mobile units operate.
This is wild: Citrini sent a dude with $15,000 cash, recording sunglasses, and a pack of Cuban cigars to the Strait of Hormuz. What he found flips everything Wall Street thinks about the strait on its head.
Every hedge fund, every macro desk, every retired general on CNBC is watching the same AIS shipping data to price Hormuz risk. The analyst signed a pledge at an Omani checkpoint promising not to gather information, then smuggled in a gimbal, a microphone kit, and a 150x zoom Leica camera past the border officer who inspected his bag.
What he discovered on the ground: the AIS data everyone is trading on is missing roughly half of what's actually transiting the strait on any given day. Ships are going dark, spoofing destinations, broadcasting "CHINESE CREW OWNER" through transponder fields to avoid getting hit. Iran's ghost fleet is running 29+ laden tankers inside the Gulf with transponders off, moving an estimated $3B in crude to Malaysia since the war started.
The entire market is pricing a "closed" strait off satellite imagery and transponder data that has a 50% blind spot. Every oil model, every supply forecast, every macro call built on AIS throughput numbers is working from a dataset that systematically overstates the disruption.
When the signals deliberately go dark, the people staring at dashboards are the last to know what's happening. Citrini figured that out by putting a guy on a speedboat 18 miles from the Iranian coast while Shahed drones flew overhead.
The gap between "what AIS says" and "what's actually transiting" is the most mispriced variable in energy right now.
Grok: OSINTdefender is not a highly reliable source, especially on fast-moving claims involving US military losses or incidents over Iran. It has a mixed-to-poor track record in this specific conflict, repeatedly pushing unverified or later-debunked stories that align with Iranian narratives before walking them back when officially denied.
Right....probably didn't really accomplish what he intended here with this speech, but essentially affirmed what he said Tuesday almost verbatim. War winding down, 2-3 weeks. People didn't like the words stone age, which was typical Trump posturing aimed at Iranian leadership (he wants a deal). There were many doomsayers who thought he might actually announce ground troops tonight. Clearly not happening. He actually said Iran would need to sell their oil to try and rebuild, which further highlights he's not interested in taking Kharg Island or disrupting Iran oil infrastructure.
Right...'we're nearing completion, 2-3 weeks to mop up', SOH will open naturally, etc. Very similar to what he said Tuesday which drove the market up 1000+. His tone was directed at Iranian leadership to try and drive them to a deal, which is his ultimate trophy. Feels like an over response in thin after hours trading. If VIX spikes tomorrow, will certainly be taking the other side.
@Jason Essentially he said nothing else different than what drove the market up bigly Tuesday and today...just delivery tone and 'stone age' comments which is classic Trump rhetoric to try and drive them to sign off on a deal before US exits in the next 2-3 weeks.
After hours over response here. He essentially didn't say anything different here from what drove a deep green market Tuesday, other than some Trumpism stone age comments which is just posturing to try and get them to sign off on a deal.
Same clear 'nearing completion' narrative with 2-3 week finale time line.
No mention of any ground game, which some had feared.
Same SOH will open when US ends campaign, which again highlights near term exit and reinforces that they will not try a messy or elongated SOH military clearing.
Even a conciliatory note which shows additional constraint on oil infrastructure: “They are going to want to be able to sell oil, because that is all they have to try and rebuild.”