Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.

RFK Jr. says HHS is working to find a cure for Alpha Gal. The tick disease that can make you allergic to red meat for life. “One bite from a lone star tick, and you could have a lifetime allergy to red meat.” “50% of the population of Martha’s Vineyard now has alpha gal.” “We’re also working on medicines that can prevent Alpha Gal and have the promise of actually curing it.” “One of those medicines is almost ready.” “We’re fast tracking it.” “We’re doing the studies over the next two years to see if we can actually reverse this devastating disease.”

Expect for it to be announced soon that Ebola is and has been in the US for a while now… I’ve been reporting this for weeks with @WhiteCoatWaste. Why is our government covering up the fact that Ebola is already in the US???? Bookmark this. I’ll be proven right again. It may be spreading from Michigan or Montana. It was smuggled into the airport in Michigan by a foreign born virologist who hates President Trump and worked with Dr. Fauci, and then an Ebola infected monkey bit an NIH researcher at the Rocky Mountain Lab in Montana and that researcher roamed Montana freely and GOT ON AN AIRPLANE!!!!! Ebola is HERE! Prepare…

Thomas Massie just revealed that Pete Hegseth is going to Kentucky to personally campaign against him. “This shows how serious it is to the global elites that I lose.” “The Secretary of War may be coming to my district to campaign against me.” “During a war.” “And that’s why it’s so serious that I do win.” “If there’s gonna be any hope in Washington, DC.” “If there’s gonna be anybody that ever challenges the narrative, whether it’s on war or immunity for companies, whether they’re data centers or pesticide manufacturers.” Clayton Morris: “It’s one big uniparty.” “And when you call out the corruption machine, they don’t like that.” “Because they’ve been duping the American people for so long.” @RepThomasMassie @MassieforKY @ClaytonMorris

Price Increases over last 5 years... New Cars: +20% Groceries: +26% Family Health Insurance: +27% Shelter: +29% Restaurants: +30% Home Prices: +37% Electricity: +39% Dozen Eggs: +39% Gas Utilities: +42% Gasoline: +42% Transportation: +43% Auto Insurance: +58% Fuel Oil: +63% Ground Beef: +68% Coffee: +105%

Can I say something?

Trump just landed in China with the most powerful CEO's for President Xi: Get ready for SPY target $800+ (revised from $780). 🍎 Tim Cook — $AAPL Apple manufactures ~90% of iPhones in China. Cook locked in a $600B US investment pledge to get tariff exemptions. He's there to cement it. This is his last major diplomatic act before retirement Sep 1. 🏦 Jane Fraser — $C Citi is the bridge between US capital markets and Chinese state financing. Fraser is there to unlock cross-border lending, dollar clearing, and investment flows that could fund the next wave of AI infrastructure buildout. ⚡ Elon Musk — $TSLA Tesla's Shanghai gigafactory is its most productive. Musk needs EV supply chain stability and rare earth access. China needs American tech optics. Mutual dependency, maximum leverage. 🌾 Brian Sikes — $CARG (private) Cargill controls global grain and food commodity flows. A US-China ag deal runs through them. Soy, corn, wheat — China buys it all. Sikes is there to make sure American farmers win. 🪙 Larry Fink — $BLK BlackRock manages $10T+ in assets. Fink has been pushing to expand in China for years. A deal that opens Chinese capital markets to US asset managers = generational AUM growth for $BLK. ✈️ Kelly Ortberg — $BA China was Boeing's biggest customer before the trade war. Beijing slapped 125% tariffs on US planes in 2025. Ortberg is negotiating what could be the largest aircraft purchase deal in history. $BA lives or dies on this one. 💳 Ryan McInerney — $V Visa still can't fully operate in China's domestic payments market — dominated by Alipay and WeChat Pay. McInerney is pushing for market access. A crack in that wall = billions in new volume. 🌐 Chuck Robbins — $CSCO Cisco builds the physical backbone of the internet — routers, switches, data centers. AI infrastructure needs their hardware. Robbins is negotiating network equipment access in a market that's been closing its doors to US tech. 🧬 Jacob Thaysen — $ILMN Illumina makes gene-sequencing machines. China is a massive biotech market but has been weaponizing genomics data. Thaysen is there to push for fair access while protecting US IP — the AI-biotech overlap is massive. 💡 Jim Anderson — $COHR Coherent makes the fiber optics and photonics that power AI data centers. Every hyperscaler's GPU cluster runs on their components. A US-China data center buildout deal runs directly through $COHR. 🔬 Sanjay Mehrotra — $MU Micron's DRAM and NAND chips were banned in China's critical infrastructure in 2023. Mehrotra is there to reverse that. Micron getting back into the China market = a multi-billion dollar revenue unlock overnight. 📡 Christiano Amon — $QCOM Qualcomm generates ~60% of revenue from China. Their 5G chips power Chinese smartphones. Amon is protecting licensing agreements and pushing for next-gen AI edge chip access as the world's largest 5G market upgrades. 💰 Michael Miebach — $MA Same play as Visa. Mastercard wants into China's domestic payments infrastructure. 1.4 billion consumers transacting digitally. Market access here isn't incremental — it's transformational. 🤖 Dina Powell McCormick — $META Meta is blocked in China. Powell McCormick is the diplomatic heavy former NSC, Goldman, now Meta's global affairs chief. She's not pitching Instagram. She's negotiating the terms under which American social AI platforms exist in a world where China controls the narrative stack. 🏛️ David Solomon — $GS Goldman is the architect of cross-border M&A, IPOs, and sovereign deals. Solomon is the room where the money gets structured. Any deal announced this week — Goldman is in the middle of it. ⚙️ H Lawrence Culp — $GE GE Aerospace makes the engines that power commercial aviation. China needs American jet engines to keep its airlines flying. Culp is there to negotiate long-term engine supply deals worth tens of billions. 🏗️ Stephen Schwarzman — $BX Blackstone has $1T+ AUM and deep China relationships — Schwarzman literally funded a scholarship program at Tsinghua University. He's the back channel. When the official talks stall, Schwarzman is the one making the call. ⚡ Jensen Huang — $NVDA Huang joined the delegation at the last minute. NVDA chips are the oil of the AI economy. China is a $50B market opportunity he can't ignore. AI chip export rules are being negotiated at this summit. This is the most consequential man in Beijing right now. This is all CEOs representing the entire US economic stack chips, capital, cloud, payments, planes, and AI. The AI supercycle just went geopolitical. 🌏