Kazjoeke

[Kazjoeke @prutsske]

@FranckenTheo https://t.co/SFXIHZIMNO

[Will Schryver @imetatronink]

‼️ F-35 "Full Mission Capable" Rate Falls to 25% in 2025

Only 25% of F-35s are combat-capable at any given time. This rate falls even further in the context of overseas high-intensity combat where maintenance and logistical capabilities are very limited.

https://t.co/mR8wFrC6eo

[Kazjoeke @prutsske]

@TheApeOfGoldST https://t.co/LqKzo69Y8T

[Will Schryver @imetatronink]

‼️ Translation: Israel has agreed to delay its attack on Beirut until the US is fully prepared to simultaneously launch more large-scale airstrikes against Iran.

Iran has raised the stakes, and there is no way the US will fold. I expect unrestrained war to resume soon.

[Kazjoeke @prutsske]

@TheApeOfGoldST https://t.co/kzq81bdEDx

[Will Schryver @imetatronink]

🔥 IRGC to Palestinians (and Hezbollah): "Our fire is at your service."

It seems increasingly evident that Iran is determined to finish this fight on the battlefield.

[Kazjoeke @prutsske]

@JonahLupton Trio-Tech International (TRT) will profit from AI investments . Has cash

[Kazjoeke @prutsske]

@Silver__Santa https://t.co/ILwrE5DJON

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Kazjoeke @prutsske]

@gewoonmerels @deSunShineBand https://t.co/BtNjFj10OR

[Ignorance, the root and stem of all evil @ivan_8848]

Telegram owner Durov says EU's new age verification app A SURVEILLANCE TOOL

[Kazjoeke @prutsske]

@BowesChay https://t.co/ACATCcBHXQ

[Pavel Durov @durov]

The “age verification app” the EU wants to impose on the world got hacked in 2 minutes.

Step 1: Present a “privacy-respecting” but hackable solution.
Step 2: Get hacked (you are here).
Step 3: Remove privacy to "fix" it.

Result: a surveillance tool sold as “privacy-respecting”.

[Kazjoeke @prutsske]

@Silver__Santa https://t.co/DTnAqPChyD

[Robert Friedland @robert_ivanhoe]

The Australian mining industry is now on the verge of collapse due to diesel shortages.

One of the country’s last two refineries is in flames, and the fuel supply chain that powers every drill, truck, and haul is about to snap.

This isn’t an isolated incident. It’s the inevitable result of years of policy choices colliding with reality.

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/MrPaGIE1Tj

[Mirjam @WaeninkMirjam]

@WIL_OVERMAN @defiantsmartass @mjimmy1961

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet Als ze nu zo dicht bij de maan waren : waarom zijn ze er dan niet geland ?

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/eyuzVLVTiD

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/cJjZ6m4Ko8

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/3CfmRvuPe4

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/6AlkCXZCLO

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/PhG9X9AymM

[₿en Wehrman @benwehrman]

NASA's Artemis II mission ended the exact same way as it began:

FULL of questions...

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/jrQPLJszlm

[Concerned Citizen @BGatesIsaPyscho]

So did NASA Artemis II Crew get their stories straight this time when saying if they saw Stars out in Space?

Why?

Because as this compilation clip shows NASA Astronauts’ have all had completely different experiences….

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/QF8iyCSCTd

[Jason Ai. Williams @GoingParabolic]

This landed on the moon and then returned to earth. Then we lost the technology.

Today we have the technology to circle the moon.

Pretty incredible progress!

[Kazjoeke @prutsske]

@benerklaarmee2 @PGrasspriet https://t.co/jsz37TbpCW

[Jon Stewart @JonStewartIL]

The camera that took this picture, a Hasselblad, was not protected in any way from solar radiation.

The moon unlike Earth is in direct intense sunlight as it has no atmosphere or magnetosphere.

The Kodak film would have been destroyed… this picture could not have been taken on the moon.

#NASA #moonlanding

[Kazjoeke @prutsske]

@J_Paracelcius @FranckenTheo https://t.co/VxsvTf8oTk

[Paulet Tibx @PTibx]

Het volk moet bezuinigen . Vele mensen zitten op hun tandvlees . Alleenstaanden en ouderen halen amper het einde van de maand . Maar hier bedankt de minister van Oekraïne onze regering voor het “ geschonken “ miljard . Dat is 1.000 keer een miljoen euro .

[Kazjoeke @prutsske]

@FedorovMykhailo @FranckenTheo https://t.co/SWVcGI48pd

[Will Schryver @imetatronink]

⚓️‼️ Bush League

As expected, the USS Bush League (CVN-77) is taking the much-longer Cabo das Tormentas route.

It is now only ~2000 nmi from Antarctica, but still ~4500 nmi from the Gulf of Oman.

The humble Houthi have put the fear of Allah deep into the heart of the US Navy.