on my way out....
Scottsdale, AZ
Joined July 2008
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With $SPCX gearing up to be "worth more than Earth", why would they dilute by ~40%-50% to buy a no-growth auto company? The outrageous stand-alone company projections of SpaceX over the next few years do raise issues.
Wait what?
Musk had relationships with several women at SpaceX, report reveals independent.co.uk/news/world…
Rob Schmied retweeted
These are some excerpts from our 28-page quantitative study on how Elon Musk coordinated with Russia to undermine the U.S. Military and NATO. Two people at the Pentagon were key in making this happen -> Pete Hegseth and Emil Michael. I'll link to full report again in reply.
Model IV- Devastating Results: In October, Elon Musk didn't just throttle Ukraine on the ground: SpaceX coordinated with Russia in orbit to freeze ICEYE-X36 so Russia could extract U.S. radar and battery tech, compromising U.S. and NATO satellite sovereignty. Our new 28-page quantitative study, 3-page Executive Brief, and 5-Act orbital animation prove the structural damage across the Western kill chain and global commodity markets. (Pete Hegseth and Emil Michael played direct role. Is the White House complicit? It's hard to see how they are not.)
Since Project CORONA in 1958, Moscow chased U.S. spy satellites for 68 years with zero close-hold successes because Russian radars are blind across 265.1 degrees of Earth. In June 2026, U.S./NATO radar satellite ICEYE-X36 easily escaped a Russian approach in 60.8 minutes.
68 Years in 41 Hours: How Elon Musk Helped Russia Shatter U.S. and NATO Satellite Supremacy 👇
-The Ground Throttle Failed, Triggering the Orbital Brake: Following the Oct 9 Putin-Trump call and Russian diesel waiver (OFAC GL 135), SpaceX capped Ukrainian military Starshield terminals at 101-161 km/h on Oct 13-14 (-22.98% daily drone intercepts, p = 0.0019). Yet autonomous drones guided by U.S. NRO/NATO radar satellite ICEYE-X36 struck Rosneft's Ryazan refinery on Oct 15 AM anyway. Hours later (04:15:44Z), SpaceX posted a misleading 401m Starlink collision alert (internal v1-v4 pass: 1.93-2.00 km) to freeze X36 under FCC Condition 16 (-96.64% maneuver drop) while 31,000 Stargaze cameras tracked Russia's COSMOS 2612 sprinting into a 640m hold for 41.4 to 47.7 hours.
-Tech Extraction, Prague Wipe & Finland's Seizure: At 640m (+57.9 dB / 616,068x flux gain), Russia recorded X36's Title 50 1,200 MHz radar template to track both X36 and twin X37 from 500+ km away (+13.85 to +26.86 dB standoff SNR). On Oct 18, COSMOS 2612 timed Stellar Exploration's shared 8S battery 2-orbit thruster lockout (191.12 min), firing its departure burn +0.67 seconds after X36 recharged. Within 24 hours (Oct 19), Stellar cut U.S. ownership in Prague from 85% to 33% (Notice OV12312900) to block DoD audits, SpaceX onboarded Chinese operators into Space Safety (Oct 6 & 16), and on Nov 5 Finland stripped commercial ICEYE of command over its 3 military radar satellites.
-245 NRO Spy Sats Exposed & The 6.3-Min Hormuz Warning: All 245 classified NRO Starshield satellites (348 active hulls) fly in that exact compromised 525-559 km shell (confirmed Oct 28 by Putin on live TV praising orbital coordination with "Mr. Musk"). Perched 66-99s behind X36 on its descending orbit from Ryazan/Kyiv (~08:02Z) to Qeshm Island/Hormuz (~08:09Z) and Diego Garcia (~08:18Z), Russia now gives Tehran a live 4.6-7.1 min blind-spot warning (corroborated Nov 7 at Qeshm) while locking COSMOS 2611 and 2613 onto twin ICEYE-X37.
-Pentagon Enablement, Depleted Magazines & Two Market Shocks: Handed $11.88B+ in CoCo contracts by Sec Def Hegseth and CTO Emil Michael ($5M-$25M xAI sale 72h before seizing Maven and cutting CENTCOM reviewers 16-to-1), unthrottled spring AI targeting and Iranian salvos left U.S. forces with 3.7-5.5 Patriot raids and forced 74%-86% of 5th Fleet destroyers off-station to reload at Diego Garcia (LTG Sylvia fired Oct 28). Market impact splits into two unpooled shocks: (1) freezing X36 cut Ryazan restrikes 76.4% (p = 0.0000337), restoring +122.15 kb/d for GL 135 until Nov 4-5 restrikes stranded 4 diesel tankers; and (2) 5th Fleet VLS reload lag collapsed unescorted Hormuz clean products 81.2% (-2.923 mb/d), driving LR2 TC20 to $21.86M and 4:3 Gasoil/Brent cracks to $85.14-$89.43/bbl.
5-Act orbital animation and 3-page Companion Executive Brief attached. Link to the full downloadable 28-page Sovereign & Market Risk Exposure Report in reply below.
Rob Schmied retweeted
The story keeps getting crazier. To recap everything that has been reported so far:
- The US intelligence community discovered that Jensen Huang, the CEO of the largest company in the world, was sleeping with Alice Huang, a Chinese spy and an executive at Megaspeed. (FT)
- Multiple independent investigations have concluded that Megaspeed is likely a Chinese cutout, which helps Chinese companies access AI chips or circumvent export controls. (NYT and Bloomberg)
- The US intelligence community also concluded that Alice Huang’s goal was to convince Jensen to lobby the U.S. government to loosen export controls on advanced AI chips. (NYT)
- The intelligence community relayed this information to “a small group of top US government officials” earlier this year. (FT)
- Over the last year, Jensen Huang has repeatedly lobbied the U.S. government to loosen export controls on advanced chips. @BISgov has done so, not only by permitting the export of H200 chips to China, but also not enforcing export controls that would have required a license for exports of the most advanced Blackwell chips to Megaspeed and Southeast Asia.
- Although @CommerceGov leadership was presumably briefed on this information by the U.S. intelligence community, @BISgov has taken no actions to tighten controls on Megaspeed or Southeast Asia.
- Megaspeed remains a preferred cloud partner of Nvidia, and continues to receive Nvidia Blackwell chips despite employing a Chinese spy who reportedly is romantically engaged with the CEO of Nvidia.
- Tens of billions of dollars worth of AI chips have been exported to Southeast Asia this year alone, and Malaysia and Singapore are now two of the four largest importers of AI chips in the world.
What is going on here??? We need answers. The question of who gets the most advanced AI chips in the world is literally the defining strategic question of our time. And not only does it seem like the MSS may be directly influencing the debate on export controls in the United States, but also @CommerceGov is refusing to listen to the warnings of the IC on this issue. What is a POSSIBLE good explanation for why Megaspeed is still receiving chips? Why is there not a license requirement for AI chip shipments to all of Southeast Asia? This is beyond strange at this point.
The fallout from this story will be massive. Obviously, the motivations underpinning Nvidia’s policy views opposing export controls must now all be questioned. But also, how did @BISgov sit on this information and has still taken no actions? We need answers.
US intelligence agencies believe @Nvidia CEO Jensen Huang had romantic relationship with alleged Chinese spy
as.ft.com/r/97c2f9f7-ad2e-44…
This appears to be a FSD death based on NHTSA report.....Tesla was trying to turn left when it collided with a Dodge pickup truck.
Woman dies after multi-vehicle crash in Batavia, 3 others injured, police say abc7chicago.com/post/batavia…
They finally got the guy who bought $8k of stock and made $2k. Facing 20 years in prison.
“Ryan traded on confidential information – buying shares ahead of the announcement of an FDA drug approval – and tipped others to do the same,” said U.S. Attorney Jay Clayton. “Trading on non-public, market-moving information in breach of a duty of trust or confidence is a crime.”
justice.gov/usao-sdny/pr/mis…
Just a version of the Epstein death announcement dated Friday, August 9th, day before he died in the official announcement which is dated the 10th. Carry on.
justice.gov/epstein/files/Da…
2026, when Burning Man has higher standards than Tesla.
Elon Musk’s brother no longer on Burning Man board as Epstein ties revealed nypost.com/2026/02/05/us-new…
Epstein buying 150k shares of $CVNA in 2018.
justice.gov/epstein/files/Da…
NHTSA report confirms this as Autopilot slamming into stopped truck.
Fatal crash victim identified thecarrollnews.com/townnews/… via @TheCarrollNews1
NHTSA report confirms this was AP/FSD "confirmed engaged"........"left roadway, struck two trees, and caught fire"
Woman killed, infant injured in wreck on Highway 157 in Morgan County waaytv.com/news/woman-killed… via @WAAYTV
Rob Schmied retweeted
Good defeated evil today
After it looked as if all was lost, with its stock trading -40% below the $43.00 merger consideration, Surmodics triumphed over the FTC as a judge rejected the commission's lawsuit, clearing $SRDX's acquisition by GTCR
Disclosure: Long $SRDX in $ARB.to
The FTC unsealed its complaint against the Surmodics / GTCR (Biocoat) merger $SRDX
The crux of the case lies below, in which the Commission claims why the merged company's "increase in market concentration is especially concerning":
NHTSA Report confirming this was AP/FSD related. Doing 107 MPH in a 35...system malfunction or human error? Major injuries in multi-vehicle crash in Marysville actionnewsnow.com/news/cover… via @actionnewsnow
🔥🔥🔥 NHTSA report confirms this car was on AP/FSD. (and NHTSA had to rely on news reports, was not self-reported by Tesla...shocking).
Person killed in fiery Christmas Day crash near SF's Golden Gate Park, police say abc7news.com/post/person-kil…
