1/ Anduril's massive A$1.7B Ghost Shark deal with Australia has a "secret" winner: Canadian marine tech company Kraken Robotics $KRKNF I modeled how much Kraken tech is inside each Ghost Shark and what the total deal is worth to them. The numbers are staggering. 🧵

Futures are open! $ES +0.46% $NQ +0.66% $RTY +0.44% Let's see how they hold up in pre-market tomorrow morning

Correlation Matrix I made today for $NVDA: These names show strong correlation and are moving significantly after hours with $NVDA: $GEV $AMAT $QQQ $SPY $MU $QUAL

Just wanting to say I was right $NVDA $NVDA is up 6% after hours & $CRWV is also up 10%. GG Thanks for playing

THIS JUST IN! $NVDA Trump says on Truth Social: Jensen Huang: “As I promised, production of Blackwell has started. AI - invented in America, made in America, built for America and the world.”

$NVDA NOW TRUMP IS PUMPING TOO ANOTHER CATALYST

Bullish on $MP & $FCX 🇺🇸

This Polymarket bond was brought to you by $PPW @pizzintwatch. Thanks to their 1-hour breaking news section.

In honor of $NVDA earnings tomorrow! Here's my earnings volatility analysis—check it out!

Noteworthy, $NVDA was down 3% this AM... NFA

With earnings coming up here's a $NVDA Earnings Volatility Analysis Hypothesis: If NVDA sells off >2% in the 3 days pre-earnings, does it bounce on the report? Dataset: Last 12 Quarters (Feb '22 - Nov '24) The Setup: • Occurrences of >2% pre-earnings selloff: 5 • Win Rate

Now up at a high of 5.62% $MOH 😂

The UK is so cooked

You cursed us! 🤦

18/ Not financial advice, just sharing my analysis I'm buying March 31 YES with 10-12% of my portfolio allocation DM open if you want the full 25-page intelligence report with force composition breakdown, timeline modeling, and risk scenario trees Let's see if this prints🎯

17/ BOTTOM LINE: The US has positioned overwhelming force, restarted jungle warfare training for first time in 24 years, and authorized CIA covert ops Trump has designated cartels as terrorists and said Maduro's "days are numbered" Market thinks 44% probability. Reality: 60%+

16/ POLYMARKET EDGE SUMMARY: December 31 @ 32¢: OVERPRICED (38% true prob = -2% edge) March 31 @ 45¢: UNDERPRICED (60% true prob = +16% edge) ✅ Volume: $18.5M - liquid enough for 5-6 figure positions This is a structural mispricing, not noise

15/ The market is mispricing this because: 1. Recency bias (boat strikes don't count, so traders discount) 2. Trump's mixed signals (denied on Oct 31, but also said "days numbered") 3. Not tracking the jungle training resumption 4. Missing the Billingslea insider signal These

14/ RISK MANAGEMENT: This is a binary outcome - no stop loss, hold to expiration But size appropriately: - 10-12% of bankroll for March - Optional 3-5% on Dec 31 as lottery ticket Don't over-leverage on geopolitical predictions

13/ COMPARISON TO HISTORICAL PRECEDENTS: - 2003 Iraq: 6-month buildup, "Most Wanted" cards - 1989 Panama: Similar force size, jungle training at... Fort Sherman - 2011 Libya: Limited strikes, no ground invasion Current op looks like Libya model applied to Venezuela

12/ WHAT WOULD CONFIRM THIS: ✅ B-52s deploy to Puerto Rico (currently flying from CONUS) ✅ Billingslea follow-up tweet ✅ Trump Oval Office address ✅ Gold spikes >$2,800 ✅ Marine units in Panama go dark Watch these signals in next 2-4 weeks