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Joined August 2023
AuxReignots retweeted
Has anyone actually seen the $GRVY dividend hit their brokerage accounts yet? Any reason for the hold-up? @ClarkSquareCap
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AuxReignots retweeted
🚨 BREAKING: LILY PHILLIPS ACCUSES MICHAEL SAYLOR OF STEALING HER IDEA OF FUCKING 100'000 MEN IN A DAY
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AuxReignots retweeted
11 employees¹ $900+ million in profit¹ $35B valuation² That’s @HyperliquidX. Now in ETF form on @NasdaqExchange for the first time. Introducing the 21shares Hyperliquid ETF: - physically-backed by $HYPE - staking enabled - 0.30% management fee - pricing backed by @FTSERussell 👀Spot the hype. 🛒Own the HYPE. ⛏️Stake the HYPE. Available through your bank or broker.
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They did not bomb Iran. They waited for Iran’s entire leadership to sit down in the same room and then they bombed Iran. Months of intelligence. Thousands of hours of surveillance and signal intercepts. One variable: the moment the Supreme Leader, the President, and senior military command gathered in a single location at the same time. That moment was 8:15 this morning. Daylight. Every previous Israeli strike on Iran came at night. June 2025 launched in darkness. October 2024 after midnight. Iran’s entire air defense doctrine is built around the assumption that Israel attacks in the dark. Israel attacked in broad daylight because the target was not infrastructure. The target was a meeting. Reuters confirms strikes targeted Khamenei and Pezeshkian. CNN confirms months of joint US-Israeli planning. Israeli officials confirmed the strike hit the location where Iran’s top officials were gathered. Whether Khamenei was moved before the strike or extracted after is the most consequential unknown on the planet right now. If before, someone inside Tehran’s inner circle told Jerusalem when and where the meeting would happen. If after, the strikes hit the room and he survived. Both scenarios are catastrophic for the regime. Because Iran’s leadership now knows three things. Israel knew where they were meeting. Israel knew when they were meeting. Israel knew who would be in the room. And everything we watched over the past month, the F-22s at Ovda, the tankers at Ben Gurion, Al Udeid emptied to zero, 270 transport flights, all of it was the delivery architecture for one precision strike on one gathering. Every future meeting of Iran’s senior leadership now carries one question: does Israel know about this one too. This is not a military operation. This is the destruction of institutional trust inside a regime. Every general who sits with Khamenei tomorrow will wonder who told Jerusalem about today. Every IRGC commander who receives a meeting summons will calculate whether attendance is duty or a death sentence. Every secure facility in Tehran has been proven insecure. In June 2025 Israel killed 30 generals in the opening minutes. That was brute force across dispersed targets. This was a scalpel. One meeting. One moment. Months of patience. Iran fired missiles at six countries in retaliation. Most intercepted. One civilian dead from debris in Abu Dhabi. Saudi Arabia responded by pledging all its capabilities against Iran. The Gulf coalition that did not exist yesterday exists today because Tehran built it by attacking everyone simultaneously. Israel traded one morning of precision strikes for the permanent destruction of Iran’s command cohesion. That is not a battle. That is checkmate disguised as a first move. open.substack.com/pub/shanak…
Iran just fired missiles at five countries simultaneously. Here is what actually happened to each of them. Bahrain. Confirmed hit on the US Navy Fifth Fleet headquarters. Bahrain’s own state news agency reported the strike. No casualty figures released yet. This is the command center for every American naval operation in the Persian Gulf. It was struck. UAE. Multiple missiles intercepted by Emirati air defenses. One civilian killed in Abu Dhabi from falling debris. The UAE defense ministry confirmed the intercepts. The Emirates just absorbed an act of war on its sovereign territory from a country it shares a maritime border with. Qatar. Missile intercepted. Zero damage. The Qatari Interior Ministry confirmed. The same country Iran just attacked is the country that hosted Al Udeid for twenty years as a gesture of regional balance. That balance ended this morning. Kuwait. KUNA state news agency confirmed missiles were “dealt with” in Kuwaiti airspace. No reported damage. Kuwait, which stayed neutral through every Gulf crisis since 1991, just had Iranian ballistic missiles flying over its cities. Jordan. Two Iranian ballistic missiles shot down by Jordanian military. Confirmed by the Jordanian armed forces directly. Jordan intercepted Iranian missiles in June 2025 as well. That was in defense of Israel. This time Iran targeted Jordan itself. Saudi Arabia. Fars News claims strikes. No confirmation from any Saudi source. No Tier 1 or Tier 2 verification. Either it did not happen or Riyadh is not yet ready to say it did. Both possibilities carry enormous implications. Now understand what Iran just accomplished strategically. In attempting to retaliate against Israel and America, the IRGC fired missiles at six sovereign nations in a single morning. Not one of those nations attacked Iran. Bahrain did not bomb Tehran. The UAE did not launch strikes on Isfahan. Qatar hosted diplomatic back channels. Kuwait maintained neutrality for three decades. Jordan was mediating. Iran just converted every neutral and semi-neutral state in the Gulf into a potential co-belligerent. Every nation whose airspace was violated, whose civilians were killed, whose sovereignty was breached now has legal and political justification to join whatever coalition forms next. And the damage tells the real story. One civilian dead from debris. Intercepts across four countries. No confirmed destruction of any US military asset. No reported American casualties among 40,000 troops in theater. Iran fired at the entire Gulf and the Gulf caught almost everything. Compare this to what Israel did to Tehran this morning. Precision strikes on the IRGC Intelligence Directorate. Explosions near the Supreme Leader’s office. Three detonations in central Tehran confirmed by Iranian state media itself. One side hit what it aimed at. The other side hit one civilian with debris. This is the asymmetry that will define the next 72 hours. Iran demonstrated intent to strike everywhere and capability to hit almost nothing. The Gulf states demonstrated they can defend themselves. And now those states must decide whether the country that just fired ballistic missiles across their borders gets to do it again. They will not let it happen again. Watch for the joint statement. Watch for airspace coordination between Riyadh, Abu Dhabi, Manama, and Kuwait City. Watch for the coalition that Iran just built against itself with a single salvo. Iran did not retaliate against Israel this morning. Iran gave every country in the Middle East a reason to retaliate against Iran.
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AuxReignots retweeted
JUST IN: 78% chance Supreme Court rules Trump tariffs as "illegal"
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AuxReignots retweeted
Reminder you are buying the clear leader in luxury e-comm, with competitors like Saks and Ssense going bankrupt, 600MM+ EUR on balance sheet, easy slash-and-burn on off-price, and a visionary CEO with top execution track at ~1x target EBITDA post-YNAP integration $LUXE
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AuxReignots retweeted
Replying to @MaybeSoland
Sir he is Stan Drugenmiller
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Zuckerberg approaching OpenAI employees: $META
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(1/3) Last month we pitched LuxExperience $LUXE as a long at the wonderful Spring Investor Summit hosted by @SumZero and @AlphaSenseInc. Several have asked so below is a link to our slides. Disclaimer: note this post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their financial advisor prior to making any investment decision. This post is not an offer or solicitation to buy/sell any security and is also not investment advice. Investors should conduct their own research or consult their financial advisor prior to making any investment decision)
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We are drilling like we have never drilled before!
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$BUR I understand that, in order to survive the reconciliation process, the provision must be "Byrd-Rule" compliant. That means the budgetary effect of the provision cannot be merely incidental to the policy. That appears to be the key uncertainty here as 1/
1/ Anyone wondering why $BUR is down 12% today: Burford just flagged a tax threat buried in the Senate’s latest reconciliation bill. Here’s what’s happening — and why it matters 🧵 Link to PR: prnewswire.com/news-releases…
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$SRPT GS hosted a meeting with FDA CBER Director Dr.Vinay Prasad, where they came away with belief Elevidys full appproval is intact...should bode well for DMD community
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AuxReignots retweeted
$Grvy Ragnarok M: Classic. When Gravity launched Ragnarok M: Classic in Southeast Asia in February 2025, I didn’t expect it to make much noise. But in just a few weeks, the game surged to the top of app store rankings across the region - not only in downloads, but also in revenue. In Taiwan, it hit #1 on the Apple App Store in both categories. It followed closely behind in Hong Kong, Macau, Thailand, and the Philippines. What’s more, Gravity’s Q1 report showed mobile game revenues of about $78 million - up more than 9% from the previous quarter. That’s impressive considering Ragnarok M: Classic was only live for part of Q1. If the momentum holds, Ragnarok M: Classic could become one of Gravity’s top-performing titles in 2025. A play out of an impressive pipeline for 2025. Growth will continue for Gravity. #GRVY #Gravity #GungHo #Ragnarok #undervalued #gamedevelopment #activistinvesting #valueinvesting Disclosure: I own shares in Gravity Co. This post reflects my personal analysis and opinion. It is not investment advice.
Mobile apps revenue weekly update: US-traded: $GRVY #1, 5th week in a row as Ragnarok M: Classic keeps on giving in TW/HK Top 5 completed by $GDEV, $WW, $IQ,$BMBL no catalyst. World: Feiyu (1022.HK) has interesting momentum with "1-Step 2-Steps" game

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AuxReignots retweeted
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AuxReignots retweeted
The internet is really something else Meme magic this shit up to the election
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