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The Hormuz Letter
@HormuzLetter
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1h
BREAKING: Iran’s IRGC is now ready to execute “Operation True Promise 5” against Israel tonight, with Supreme Leader Mojtaba Khamenei having authorized the full-scale resumption of war and Iran’s Supreme National Security Council convening an emergency session, saying a “painful and decisive response” will come in response to Beirut strikes, per Iranian state TV.
Iran has issued an evacuation warning to all residents in northern Israeli territory to immediately leave, with coordinates of Israeli targets now transferred to missile units.
I don’t know my way around computer tech so can only share info and encourage those who do. Some think selling is getting the money to buy space X. Gen ipo will go way up then sell off then go from there depending on the stock.
This guy on this video really gets into it and how they will merge with each other.. Tesla, X and space X. That Tesla will get into AI robotics, things like that and gives potential companies he will need too knowing about these companies and what they do..
Elon apparently had a new money pay pal now X money. His own bank lol
This guy is really knowledgeable to those interested in not just x but all the suppliers including AI and robotics. Looks like these companies gonna need a lot metals and rare earths.
We had a badly over extended SM, that was always and is still vulnerable to any bad news and that Space X selling was enough to start the ball rolling…..with Gold and GDX taking out the 200 day Av’s……triggering selling as well…..off we went.
$ 1.5 Trillion is one hell of a lot of money to raise…..
Only a small number of brokers are going to be allowed to sell it. The list of brokers are in this article. It may be different in every country. If they want to buy it they better check..
Going on the market this Friday. Starting price set at 135. Apparently after institutional buyers there only leaving 5% for everyone else. I looked late to check it’s supply chain and was wondering why Intel jumped up as one of them.
Here’s the list
Companies
Suppliers
STMicroelectronics: A vital manufacturer that supplies radio-frequency (RF) chips and microcontrollers used in Starlink user terminals and in-orbit satellites. [1]
AMD: Supplies advanced Versal AI Core adaptive system-on-chips (SoCs) to process and route internet traffic on Starlink satellites. [1]
Intel: Partnered with SpaceX for a custom chip-building project known as “Terafab” to manufacture specialized processors. [1]
Filtronic: Provides custom microwave, radio-frequency, and amplifier modules that enable high-capacity data transmission for the Starlink network. [1, 2]
Nvidia: Supplies artificial intelligence and graphics processors used in SpaceX’s high-performance compute environments. [1]
Materials Manufacturing
Materion: Supplies advanced materials, including beryllium and niobium, which are critical for handling the extreme temperatures of rocket engines.
Carpenter Technology: Provides high-performance specialty alloys used directly in Starship and other aerospace hardware. [1, 2, 3]
Manufacturing & Assembly
Wistron NeWeb Corp (WNC): A major electronics manufacturer that builds the actual Starlink user terminals at production facilities in Taiwan and Vietnam. [1, 2]
Compeq Manufacturing: Supplies the printed circuit boards (PCBs) essential for LEO (Low Earth Orbit) satellites and ground station hardware. [1, 2]
Technology & Telecommunication Partners
Microsoft: Collaborates with SpaceX to integrate Starlink into its Azure space network and provide global enterprise connectivity.
provide global enterprise connectivity.
T-Mobile: Partners with SpaceX on “Coverage Above and Beyond” to bring direct-to-cell satellite connectivity to mobile phones. [1, 2, 3, 4, 5]
For a closer look at the company’s sourcing requirements or to submit a partnership proposal, review the SpaceX Supplier Portal.
Andy Schectman says 39 million ounces of silver stood for delivery from COMEX in a non-delivery month, then left the warehouse system. That is nearly 2.9 million pounds of physical silver. Who moved it? Who arranged the trucks, logistics, and insurance? And where did the metal go?
1 That doesn’t surprise me. They’re probably all spying on each other and any whistle blowers will soon learn if the insiders are in on it or not although should be kept out of the public and dealt with.
When I was a teen I mentioned to my grandfather someone told me when in VN he let the locals borrow their weapons while they were resting. My grandfather a retired officer told me no you never do that. That you don’t know who your enemy is and they could turn those weapons on you. Same with information like going on a mission. You could get your own troops killed. That you trust no one.
These days are worse including the kind of people infiltrating our government.
They did steal our nuclear secrets. Then there was the USS Liberty, and the 9/11 false flag. Our greatest allies spying on and infiltrating the Trump admin. Just shocking I tell ya. Yet we have multitudes of Congress people that want to merge our militaries and give them access to everything. Unbelievable.
Silver itself it’s almost touching the 200. After it broke down from that channel it started it was look out below. Hopefully it stops or premiums could get interesting.
Dow still looks strong, SP maybe but no confirmation right now. A interest rate increase isn’t great for SM either.
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