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Themes Transatlantic Defense ETF

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Iran hit 85 US military bases overnight ,Oil is up 5% and my airlines position is cooked

President Trump in a meeting with NATO’s Secretary General Rutte: “I think the Memorandum of Understanding with Iran is over.”

Powerful Man Says US Ceasefire With Iran Is ‘Over’ After Strikes

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Plurilock, an overlooked Canadian NATO cyber security contractor microcap PLUR.V

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Rheinmetall (RHM): Market just handed out a discount?

⚡ $BURU continues building a diversified defense ecosystem. Management's industrial plan highlights preserving Tekne as a strategic Italian asset while expanding capabilities across defense mobility, security systems, advanced manufacturing, and allied-market opportunities.

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Update on £ALRT - Developing and Investing in the Defence Tech Sphere, with Government and NATO Connections

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$BURU NUBURU® Inc. Signs Tekne SPA & Starts Golden Power Filing Why this matters: This significantly expands NUBURU’s presence in high-growth defense markets - By combining directed-energy technologies, electronic warfare capabilities, defense mobility systems and drone techologies.

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AIRO group holdings

Why PRZO will exceed QUCY 🌝 🌝🌝🌝 🌝🌝

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Why PRZO will exceed QUCY and it's a major contender for US drone Defence Contract.

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Why PRZO will exceed QUCY

PRZO Bullish case & 5X from here

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PRZO Bullish case & 5X from here 🌝🌝🌝

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PRZO Bullish case & 5X from here 🌝🌝🌝

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Riding the Space X IPO (RDW)

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Interesting OTC deal w Korean defense drone company

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Potential Bouncers to Monitor: Sphere 3D (ANY), Red Cat $RCAT, $Modular Medical $MODD and Health in Tech $HIT

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One Thing That Stands Out About NovaRed Mining Is How Much Experience Is Packed Into the Team

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The Netherlands takes on Chair of NATO’s Transatlantic Quantum Community

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hpq silicon inc an emerging silicon superpower from Montreal Canada HPQ.V and HPQFF

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QinetiQ (LON: QQ) - rough defence legend DD

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Why BlackBerry ($BB) isn’t a meme stock anymore…

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Teledyne: The picks and shovels play for the future of everything?

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Red Cat Holdings — All-Domain Autonomy & Execution In 2026

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MOBILICOM $MOB

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$DFSC Defsec technologies a small cap defense play.

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$DFSC Defsec Technologies low cap defense play

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SPX GEX is crazy

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Strait is No longer Open. Oil bounces back up. USA to make statements this afternoon on leaving NATO per President.

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The Real Motive Behind the Iranian Conflict is to Position the U.S. in a Post-NATO World Order

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Red Cat Holdings ($RCAT) — A Full 2026 Deep Dive After Earnings, Apium, Ukraine And The New NATO Order

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What does this mean for Oil stocks?

r/WallStreetbetsELITESee Post

The Speech we Never Wanted

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Trump interview: I am strongly considering pulling out of NATO

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Trump says 'we're going to remember' if NATO allies don't help in Iran war

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KOPN : The MicroLED Revolution - How Kopin Went From MIT Lab to Global Display Leader

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KOPN : The MicroLED Revolution - How Kopin Went From MIT Lab to Global Display Leader

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GNTA: Why March 26 could be a major catalyst (and why the market might be underpricing it)

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Trump’s NATO Argument Gets Shut Down LIVE

r/WallStreetbetsELITESee Post

Without the U.S.A., NATO IS A PAPER TIGER!

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Trump blasts NATO for complaining about high oil prices but refusing to help open the Strait of Hormuz

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Planet Labs - A Short Story

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Trump signals coalition to force open Strait of Hormuz is not ready yet: ‘Some are less than enthusiastic’

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Signals for the week 3/16/2026

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Gold Just Told You Something Markets Haven't Priced Yet. Europe Has Confirmed It.

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AIRO — The only listed stock with skin in the drone war that's rewriting the economics of air defence

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Kopin (KOPN) - 3 positive signals for mid- to long-term gains

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Anyone else not at all surprised that NATO and other allies are telling Trump to kick rocks while he melts down over needing help with the mess he caused in Iran and with Hormuz?

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$LMT up while the world burns. Is defense the most honest trade right now or just the most uncomfortable one?

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My prediction: Oil equities likely to raise, and the S&P will continue to slide, on the back of a sustained Strait of Hormuz closure

r/WallStreetbetsELITESee Post

Sorry bulls, but Iran has been saying the Strait of Hormuz is open to anyone but the US, Israel and allies for weeks

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Planet Labs DD: 1.42m bet

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Underwater Drone Play

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Defense Spending Could Quietly Triple Copper Demand by 2040

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Defense Spending Is Quietly Becoming a Major Driver of Copper Demand

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A quick take on Kraken - Buying a Dollar for 30 cents

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NextPlat (NXPL) subsidiary just landed an $820K contract to supply satellite IoT hardware to a NATO military customer

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Stop listening to Iran headlines.

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Stocks rebound as Macron says France, allies preparing 'defensive' mission to reopen Strait of Hormuz

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PBR.A and why it's the big oil play for Monday

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CPI Aerostructures (CVU)

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Trump Announces US will stop all trade with Spain. Spanish ADRs dip.

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Iran urges UN Security Council to act to stop war with Israel, US

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The 200% Grower Trading Like a Value Trap

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Why I'm Watching This Microcap Ahead of Earnings

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$BURU just filed a Material Definitive Agreement with Maddox Defense - this isn't a teaser. it's a SIGNED JV

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NATO Integrates Drones in Latest Major Exercises in the Baltic, Mediterranean Seas - USNI News

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Stumbled upon KRKNF (Kraken Robotics) recently — tech looks sick but holy shit the valuation is insane, too late?

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BURU Defense & Security Platform, a primary focus will be the structured deployment of NUBURU’s integrated Drone and Counter-Drone (C-UAS) strategic plan.

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NUBURU Establishes Strategic Equity Position in Heckler & Koch AG, Advancing Integrated Defense Platform Strategy Wednesday, 11th February at 7:35 am Aligning Non-Kinetic Capabilities with Globally Deployed NATO Defense Systems NUBURU, Inc. (NYSE: BURU), a dual-use Defense & Security platform compa

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Military Metals hits high-grade gold & antimony in Slovakia

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BURU - Power Hour soon, nearly 15M volume and Red to Green is coming... The executed Network Contract establishes a structured, multi-jurisdictional industrial alliance covering the Americas, NATO countries, MENA, APAC, and Italy.

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$GNTA new US-Italian NATO constellation since yesterday’s news.

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$GNTA - NATO partnering in new transformation.

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$GNTA - NATO partnering in new transformation.

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Russia and China benefiting hard from U.S. domestic and foreign unrest.

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Investing in the future state of the world.

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Trump Pushed Europe to the Brink, Then Backed Down When the Market’s Panicked

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What is the best "Sell America" trade right now?

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Trump’s NATO Deal Would Mean US Mines and Missiles in Greenland

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This is all gonna end in tears - but a lot of opportunity to milk it

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CRML & UUUU - Greenland mining play

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Oh, so Greenland was another dump and pump operation?

r/WallStreetbetsELITESee Post

This is actually the most TACO TACO of all time.

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The Bearish Case for Gold

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Trump says no tariffs next month after agreeing outline of Greenland deal

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Who all bought SPXU Yesterday and how are you feeling today?

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APLD, SOFI, AMPX had me up 400% - MSFT (sAfE MaG7) ends me out of nowhere today

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Stock rally as Trump ruled out military forces on Greenland

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Denmark Rejects Trump Demand to Talk Acquisition of Greenland

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Is the world officially changing?

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Davos 2026: Special address by Mark Carney, PM of Canada

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TACO Tuesday

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$KRKNF seems an interesting bet

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Internal White House Memo: DCF Valuation of Greenland as an Asset (according to ChatGPT)

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Black Swan | The Greenland Gambit: Why Novo Nordisk (NVO) is the Ultimate Geopolitical Pawn | Denmark's Crown Jewel on US Entity Black List

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Black Swan | The Greenland Gambit: Why Novo Nordisk is the Ultimate Geopolitical Pawn | Denmark's Crown Jewel on US Entity Black List

Mentions

BURU becoming relevant due to all the NATO funding?

Mentions:#BURU#NATO

NATO ships still generally use floppy disks and air control systems in USA are worse.

Mentions:#NATO

*"It's an escalation, but I don't think it will last very long. But I could make it last as long as I want, if I wanted. But I don't. But these people are scum, you know what scum is? They are scum. They are looney, there's something wrong with these people. And we haven't even been striking them with full strength. If we did, they wouldn't even have, like, water, because we would strike their desalination plants"* \- Our President trying to make coherent sentences speaking at the NATO Summit (7/8/2026).

Mentions:#NATO

Anduril press NATO release: [https://www.anduril.com/news/anduril-secures-first-nato-contract-lattice-for-eairc2-data-platform-initiative](https://www.anduril.com/news/anduril-secures-first-nato-contract-lattice-for-eairc2-data-platform-initiative) And Defense Award linking Anduril to ASTS: [https://www.sbir.gov/awards/218121](https://www.sbir.gov/awards/218121) "Titan Systems intends to work with commercial SATCOM providers such as Lynk Corporation, AST Space Mobile and Hubble Network" Missed adding anduril PR in earlier comment

Mentions:#NATO#ASTS#PR

*"It's an escalation, but I don't think it will last very long. But I could make it last as long as I want, if I wanted. But I don't. But these people are scum, you know what scum is? They are scum. They are looney, there's something wrong with these people. And we haven't even been striking them with full strength. If we did, they wouldn't even have, like, water, because we would strike their desalination plants"* \- Our President speaking at the NATO Summit (7/8/2026).

Mentions:#NATO

There is a world where Russia actually does accept a peace deal.. one where Israel leaves Lebanon.. one where sanctions are removed from Iran for a deal.. one where the fed can coo dovish into an oil glut Maybe there’s a world where Iran and the US are doing kayfabe to repay with dark pool, market manipulation, to strong arm NATO pressure and an arms deal.. to allow oil friends to roll futures.. I’m wish casting, but it’s all I have with my bearish bias. 🥭 has done a lot to our perception of reality I spose

Mentions:#NATO

Local LLM and Mog robotics with AI is next future which needs hbram and chips. Just saying if you still believe in FUD going out there. Us president at NATO: AI, fed minutes: AI , don’t say you were not given enough signals

Mentions:#NATO

Hello what happened during the NATO meeting

Mentions:#NATO

Probably bought them prior to the NATO speech

Mentions:#NATO

The NATO speech is not a market event.

Mentions:#NATO

Ah yeah I was trying to get everything including the NATO speech

Mentions:#NATO

The nice thing about his rumors is that they are unfalsifiable, short of a reporter asking about it at the NATO conference today. But I don't argue with the market, and he didn't have any juice on this one.

Mentions:#NATO

A certain somebody criticizing all NATO allies , bombing Iran and saying the truce in Iran is over...

Mentions:#NATO

Yes, it's fucking real. He is speaking at NATO, and that shit is playing all over the world.  He also called Iran scum and said the ceasefire was over. He didn't sound sure. Or cognizant. 

Mentions:#NATO

the inside move being the hour during NATO?

Mentions:#NATO

What is the requirements to join NATO? I'm seeing countries on there that aren't even touching the Atlantic

Mentions:#NATO

Trump saying Turkey is a NATO country in a NATO conference in Turkey

Mentions:#NATO

"You know, Turkey is a NATO country!" - 🥭 addressing NATO, in Turkey

Mentions:#NATO

🥭 praising NATO must mean he’s in trouble and needs help

Mentions:#NATO

🥭 talking at NATO speech

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Mango just now during the presser at NATO about Iran: "They are a little loco"

Mentions:#NATO

Isane, also on stage of NATO

Mentions:#NATO

🥭 praising NATO is it opposite day?

Mentions:#NATO

GD 🥭is fukin insane. He's like my drunk uncle that goes on about how great he was in pop warner football. How is this speech related to NATO?

Mentions:#GD#NATO

He's in Ankara, Turkey - addressing a NATO summit

Mentions:#NATO

What the fuck is he doing? What does this have to do with NATO? Rambling tard

Mentions:#NATO

DJT: I'm number one on Tiktok NATO: 👀

Mentions:#DJT#NATO

Someone pissed in Mango's Cheerios this morning so he was a little angry. NATO meeting going great. Peace deal before FOMC minutes.

Mentions:#NATO

NATO stands for no tax on overtime

Mentions:#NATO

Spit out my coffee at mango implying the NATO countries want to fuck him

Mentions:#NATO

presidency has done a number on 🥭, he's really struggling today, starting wars at 5am, and NATO at 12PM

Mentions:#NATO

*The US president says he will likely engage in additional strikes on  Iran on Wednesday night after attacks the previous day.* *“I’ll give a little warning: We’re going to hit them hard tonight,” Trump told reporters at the NATO summit in Turkey before his meeting with Ukrainian President Volodymyr Zelenskyy.* Yeah this absolutely reeks of a "Pakistan begged me not to carry out scheduled attacks at 7:59EST" for another fake ceasefire pump. Amazing that this is back on the menu and somehow keeps working.

Mentions:#NATO

> Trump announced that the US is ending all business relations with Spain because it is a "poor NATO ally".

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#NATO: we are doing what? LMAO NO not our war Sir

Mentions:#NATO

Wow this NATO guy fuckin sucks 🥭

Mentions:#NATO

https://www.cnn.com/2026/07/07/middleeast/hormuz-tanker-iran-attack-intl-hnk Does not specifically say our corrupt felon pedophile president directed it but several other sources confirm it. It makes sense with him going to NATO meeting and the pressure at home with his bad deal he was putting together with Iran.

Mentions:#NATO

Insider: Trump doesn’t repeat his statement at the NATO council US President Donald Trump doesn’t repeat his sharp criticism of NATO partner Spain or his rejection of the Iran deal during the actual summit talks in Ankara. That’s according to insiders familiar with the content of the NATO council’s internal meeting. Additionally, Trump reportedly doesn’t bring up the topic of Greenland again at the meeting of heads of state and government. Previously, he had imposed a trade halt with Spain on the sidelines of the summit and declared the provisional ceasefire deal with Iran over.

Mentions:#NATO

For those of you in oil plays: Ukraine hammers Russian energy facilities during NATO meeting. Ukrainian drones have attacked three Russian oil refineries and pipeline pumping stations. The Iran ceasefire has been lifted and we're back in full out war.

Mentions:#NATO

dude is completely out of it did you see him at the NATO summit? they were herding him around like a farm animal.

Mentions:#NATO

🥭 too quiet, so bought some SPXS last couple days. Figured he was on good behavior through the 4th, but some of his NATO behavior said he was just itching to fuck something up. I’m sure I just jinxed it.

Mentions:#SPXS#NATO

SPY will only drop 2% once, US military is collapsing in all fronts, 🥭 is reenacting downfall in his fuhrerbunker as Chinese, Russian, EU, NATO, Indian troops besiege D.C

Mentions:#SPY#EU#NATO

NATO Sec. Gen. Rutte tells Trump: "I'm with you" on Iran.

Mentions:#NATO

V because of NATO, they are not gonna break the cease-fire with DJT and everybody gathered

Mentions:#NATO#DJT

Trump meeting with world leaders at the NATO summit will throw off the usual weekend war schedule and the comments will be even more chaotic than usual Trade accordingly

Mentions:#NATO

Not our problem, according to the standard interpretation of "Atlantic" and "north" 5 of the last 8 are NATO countries btw. That's why he's pissed. Imagine èlecting a man child like that to the most important position in the world

Mentions:#NATO

# ‘I think it’s over’ The US [president has just told reporters at the NATO](https://www.aljazeera.com/news/liveblog/2026/7/8/iran-war-live-us-bombs-sirik-qeshm-bandar-abbas-over-hormuz-attacks) summit in Ankara that he thinks the memorandum of understanding with Iran is “over”.

Mentions:#NATO

Mango showed his cock, followed by NATO sec general swallowing his load. TLDR: TACO by next week

Mentions:#NATO

This NATO sec general looking to get his nuts polished by TACO after this interview

Mentions:#NATO

I disagree, many global markets have outperformed the US over the last two years. While the Ai trade is strong in the US, it remains to be seen if the market will broaden beyond a few leading stocks. In Latin America I like MELI, in Europe try Bank of Santander, or ASML, in Canada try the banks— strongest bank oligopoly I know. In Italy, Leonardo for defence exposure. There’s also Enbridge in Canada, Cambridge is also responsible for moving 20% of the US natural gas. And you might want to pay attention to defence stocks among non US NATO countries— lots of coordination and growth.

NATO has stopped taking him seriously.

Mentions:#NATO

lol Turkey is part of NATO with the second biggest army in NATO right behind the US. They are literally in the région & Iran's neighbor. Yet he complains about the whole of NATO. 😂😂😂😂😂

Mentions:#NATO

it‘s a show for the NATO summit, pre-arranged with 🇮🇷

Mentions:#NATO

🥭 mad and lashing out by striking Iran in the middle of a trading week because 🇨🇦 bought submarines from 🇩🇪 and NATO announced it's buying a fleet of Bombardier Global 6500 outfitted with Saab GlobalEye long range surveillance system. The latter will be built in 🇨🇦. 😆

Mentions:#NATO

He didn't want to look like a pussy in front of NATO.

Mentions:#NATO

Not surprised at all as he spoke with putin right before the NATO summit..

Mentions:#NATO

🥭 is going to do some dumb shit at NATO isn’t he. Market seems to be pricing in a possibility of it.

Mentions:#NATO

This is what happens when everyone uses the same AI to trade + - everyone makes the same decision in the same moment. Trump said he will leave NATO? Sell

Mentions:#NATO

NATO meeting in Turkey.. Buy global defense stocks now, because the world will once again be reminded that the global order is collapsing.

Mentions:#NATO

this is the biggest concern I have, someone needs TO FINISH IRAN. Mainly because Iran continues to love to shout DEATH TO AMERICA! Death to ISRAEL! and threaten the whole world economic stability. Such a great friend the USA and world has in IRAN. Unless NATO grows balls overnight and helps USA to over throw the government in IRAN, we will see inflation and more gas lines just like with Jimmy Carter did nothing when the cult leadership took over in 1979. .

Mentions:#NATO

> “Well, that’s what hurt my relationship with NATO, because Greenland doesn’t help Denmark,” he said. “That should be controlled by the United States, not by Denmark.”

Mentions:#NATO

I see the disconnect here, I wasnt defending the postion that this is a trillion dollar company or that $800 a share ia feasible. I was defending the postion that this stock will go up, like the Lockhead Martin or Raytheons out there, due to consistent government contracts and that the value will certainly increase over time. Seems like that point got lost between us. Also, based off my experience working with NATO (military, US) they will keep buying and using starshield for a long time. They love it

Mentions:#NATO

I forsee them fucking up and forcing NATO/EU to get involved.

Mentions:#NATO#EU

If Messi can beat this French team we may have to make him president of NATO forever

Mentions:#NATO

It's clear that we have to take them out before China can do any of these things. War always boosts the economy anyway. We can get South Korea and Japan on our side but they don't have as much military capability as we'll need. We have to get NATO onboard. Maybe we can cut a deal with Russia on Ukraine so that we can use them as a staging base. They may want to join us. After all. they're right next door so a dominant China is a threat to them. This is what America is all about and it would be a helluva way to celebrate the 250th!

Mentions:#NATO

samsung is going to have good earnings because of the sheer amount of stakeholders which have an vested interest towards it having good earnings and their influence. y'all seriously think they are going to let South Korean economy irreversibly crash and thus halt the flow of weapons to NATO and NATO allied states. It's not going to happen .

Mentions:#NATO

What an absurd claim. Saying that 90% of Americans live worse than people in every other developed country is completely detached from reality. In many European countries, basic necessities like water can cost more than alcohol because of taxation and pricing policies. Some countries have prosecuted people over social media posts. “Free” healthcare often comes with long wait times, leading many who can afford it to pay for private care anyway. Many European governments also struggle to collect the taxes they’re legally owed, forcing them to deal with persistent budget shortfalls. On top of that, many benefit from the U.S. carrying a disproportionate share of defense spending through NATO, allowing them to devote more of their own budgets to domestic programs. The proposal you’re defending is essentially a list of major new spending commitments with little evidence of how they’ll be sustainably financed. Simply raising taxes doesn’t automatically generate the projected revenue—especially once behavioral changes, tax avoidance, capital flight, and slower economic growth are taken into account. If the solution were simply “tax more and spend more,” we’d expect every country that followed that model to be thriving. The real-world record is far more mixed than you’re suggesting. Reducing a complex issue to “America is worse than every other developed country” isn’t an argument. it’s a slogan and a bad one at that.

Mentions:#NATO

Pople were hating on Koreans, but the real tards are Eupooers, Delist NATO ASAP

Mentions:#NATO

>NATO WILL THINK ABOUT DEPLOYING FORCES TO HORMUZ IF THE STRAIT REMAINS CLOSED BY JULY. hey its almost July

Mentions:#NATO

Ukraine is absolutely committed to joining NATO. Passed by their Parliament in 2017, added to their constitution in 2019, approved by Zelenskyy in 2020. Russia invaded 2022. And you think that's coincidence or Russian propaganda? Cmon. NATO isn't the aggressor. NATO membership is in Ukraine's best interests, and preventing that is in Russia's. Whether Russia takes Ukraine or just has endless war, they win either way; no NATO membership for Ukraine. So I disagree with your idea that Russia is on the verge of capitulation. I HOPE they are, but I doubt it. And I already discussed Turkey. The Russians are still using Tartus. Its status is under renegotiation, but Assad's exit does not mean Russia's exit from the base.

Mentions:#NATO

The idea that Russia is invading Ukraine because of NATO is absurd and is direct result of Russian propaganda to convince people that NATO is somehow the aggressor. Russia invaded Ukraine to expand its territory and bring a former Soviet Union country back into fold with Russia. If Russia cares so much about getting ocean access why did they let Assad get toppled in Syria? Now if they want to use their port of Sevastopol to get to the Mediterranean and beyond they need to go through the Bosporus straights controlled by Türkiye - a NATO member.

Mentions:#NATO

NATO wont admit any country currently at war, especially one that would instantly put NATO member states and Russia at war. Putin knows this, so he'll draw this out until either he gets 1) iron clad guarantees that Ukraine will never join NATO, 2) a Russian in charge of Ukraine, or 3) is somehow able to take the whole country by force. I think he now knows that 3 is an impossibility. He'll keep this simmering until he gets 1 or 2. ANY outcome based on that is a win for him; Ukraine never gets NATO membership. After all, Crimea had a goal; Sevastopol and its naval base. Instead of relying on the North sea or Vladivostok (both inundated with ice 6 months a year), now he had a warm water port for deploying his navy 12 months a year without relying exclusively on Tartus in Syria, and all he needs is cozy relations with Turkey so he can get his ships into the Mediterranean (which he now has). Strategically it made sense. But the second invasion of Ukraine only makes sense under those NATO considerations. He just didnt invade for the hell of it, and he wont end it because its running on too long. He WANTS it to run long. Forever if need be. I could be wrong, but thats how I see it.

Mentions:#NATO

I see nobody decided to discuss the points you raised, so I will give my input on why I do not agree completely. Surely, stocks in general will go up if the war comes to an end, but I do not think you can be as optimistic as you are. Realistically, just a calmer world will benefit all stocks. Some few sectors might go up more, but here are my takeaways. 1. PepsiCo, McDonalds, etc. will be VERY reluctant to just go back into Russia and operate. They might make 3rd party deals etc., but you will not see full scale operations - they will not take the risk as long as Putin is as unreliable as he is. 2. Europe WILL NOT start buying Russian gas again in the long term. Maybe in the very short term, but there is a clear mandate to be completely free of Russian and Chinese influence on critical infrastructure and power. 3. I agree - A large influx of money into Ukraine is possible. 4. Europe will 100% not back down on defense spending. Russia is not the only reason why Europe spends so much on defense now. Trump probably contributed just as much and we also see the threat from the Middle East, North Korea etc. Europe has finally understood they cannot talk their way out of it. NATO spending will remain high for a long period of time. Cancelling a contract for frigates is not relevant to the Ukraine/Russia situation. 5. Rare Earth, just like with Greenland, is a meme. It is abundant in many places but extremely expensive to get a hold of. Sure, as you mentioned companies will probably invest heavily in Ukraine, but it will take a long time to get the cash flowing.

Mentions:#NATO
r/stocksSee Comment

The winds travel west to east. Nuking Ukraine will poison European Russia and then poison China. NATO will most likely destroy the Russian military, and NATO and China will divide Siberia and the Russian far east between them.

Mentions:#NATO

Ukraine gave up the nuclear weapons left on its territory after the collapse of the USSR. In return, Russia, the US, and the UK gave Ukraine **security assurances** regarding its sovereignty, borders, and independence. these were **assurances**, not a NATO-style military defense guarantee.

Mentions:#UK#NATO

Just like his daddy Putin increasing the size of NATO with the Ukraine war, Captain Shit His Pants sped up Iran's nuclear ambitions. Truly masterminds at work.

Mentions:#NATO

I’m starting to think NATO made up the peace deal thing entirely. Can we even verify the twitter accounts of Iran are real, is it just Elon LARPing.  Given how amateur this is, why are people still holding dollars. They are no longer needed for oil. 

Mentions:#NATO

Not long until 🥭 drags in NATO, and we get a liberation mission. Iran is playing the hand it is dealt, but calling Italy complicit is far from reality. Not long until Iran is considered a global threat.

Mentions:#NATO

We are just going to have to agree to disagree. These are the same arguments people were making about general manufacturing and "analysis" kept claiming otherwise. Look at us today, totally dependant on China who was playing the long game. China has their own EUV light now. And we have priced the majority of NATO friendly citizens out of anything with these sorts of semiconductors in them. Knowing how China operates they'll take what they can get to build out the capacity and capabilites then drop the prices to strike. This will decimate the semiconductor world you're thinking of right now.

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Recently bought a Mikrotik router. NATO-country router with 1gb ram and long-term updates. Toilet-Paper link regards gona pay out the nose for a shitty consoomer-grade cisco router. Calls on cisco.

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Is it crazy that the SEC GEN of NATO is on here just gobbling as much 🥭 dong as physically possible? They're trying to ensure the US doesn't leave NATO?

Mentions:#GEN#NATO

The just announced naval cancellation hit Rheinmetall but, as a quality provider, they are a far more deeper company when it comes to mostly NATO-European rearmament. One reason why Poland went with the also-excellent\* Korean K2 “Black Panther” tank (NATO-spec via iirc Hyundai military systems) was not wanting to wait on the Rheinmetall backlog.

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Rutte, head of NATO.

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He's NATO SecGen, kind of his job.

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I'm also heavy in ALRT. The announced MoD contract is a trial which, if successful, could lead to much larger contracts. SImilar companies have had MoD trial contracts which then evolved into long-term contracts worth 30x as much. Their accelerator program is backed by Oracle who are pushing companies towards signing up for it. They have connections with the UK gov, NATO and hyperscalers. Easily the biggest potential upside of my portfolio. Holding 80k shares at 2p average.

Mentions:#UK#NATO

QNX OS in automotive and robotics. The future inclusion of AI robotics. Owner of strong patents and a high US gov certification on cybersecurity. They have contracts in defense departments and NATO.

Mentions:#OS#NATO

Mango threatening NATO again to no longer help them out because of NATO not helping the US with Iran

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Mango talking about NATO abusing US finances again, I'm surprised he didn't bring up Greenland yet again

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> If this is what you’re doing for a living you’re dog water at your job, try reading the actual proposal it’s not hard. You can even just toss it into chat gpt for your lazy ass and see that everything you just said is largely wrong. I'm pretty well-regarded at my job, but I'm glad you think an AI LLM could do better... > Yes they’re still hiding aircraft that they use for patrols and ops in Iraq, they never stopped and idk why they would lmao. They didn't hide aircraft in Iraq because there are US/NATO troops based there, including (until roughly three weeks into the war, when they were evacuated under a truce with local Pro-Iranian militias) a sizable contingent covering the approaches to Baghdad Airport... You would know that if you had even the most surface-level understanding of the situation out there. There are also US and Israeli fighters over Iraq pretty much constantly. Some of their transports and commercial aircraft were evacuated to Pakistan in the first days of the war, but the fighters stayed in country. > Zero heads of state have died, very little troops, etc but anything I say here to you will go right over your regarded head for some reason you just really think that we lost because the times has told you so hahaha. We may not have lost many troops, but the Iranians have inflicted heavy damage on American facilities and equipment/armaments. Most crucially, they've burnt through two decades of missile interceptor production in two months, without drawing very deep into their own drone and missile stockpiles (incidentally, given the sub we're on, I've made good money flipping Ondas these last few months. cUAS and counter-drone is the future). > Lastly and most importantly: The $300 billion is not a giant cash payment that Iran can immediately spend on tanks and missiles. The current framework is to be a reconstruction and investment fund tied to compliance with the agreement, sanctions relief, inspections, and participation by private investors and foreign countries. It is intended for rebuilding infrastructure, industry, transportation, energy, and the broader economy. The Qataris say that they've already given half of that to the Iranians, in cash... The Iranians have escalation dominance, because they know we're not going to commit major ground forces as anything but a last resort. That's why they can threaten to walk away from talks, close the Strait as they please, and levy tolls (sorry, *administrative fees*) on shipping passing through. The Israelis are furious, for good reason. This is a Suez-level strategic disaster, and it'll leave the next administration a massive headache. There'll be another war by the end of the decade... > Im done responding to your highly regarded ass lmao I love a good bit of Dunning-Kruger, but I have got one last question; if the US isn't losing, why sign a deal so widely seen as a poor one? What metric do you view the US as having won, other than that they've inflicted more human casualties on the enemy than they've received?

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France just followed Germany and cancelled their Palantir contracts. UK is rumored next. And then it's very probable that the Palantir sensor net NATO is building to deter Russia will be replaced by some other (European) enterprise.

Mentions:#UK#NATO

What even is a binding agreement? Is NATO held together because of a docusign?

Mentions:#NATO

TRUMP: IF IRAN DEAL NOT DONE IN 60 DAYS, BACK TO BOMBING >u/Spy300 5 points 5 days ago >Do a fake deal >Get 100 bps of rate cuts >Come back 90 days later with NATO >Send WTI to 150 ✅️ This is how you devalue your debt via **financial repression**

Russia is also trying to start a larger fight with NATO. Been testing the water with Sweden

Mentions:#NATO

If one country attacks a NATO country, other countries are obliged to help but it is not stated how this help should look like. Every parliament has to vote and accept every action. It's not like that Russia invades one country and two weeks later they has to face NATO soldiers.

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r/stocksSee Comment

A fair point, but isn’t Poland part of NATO? So if Russia attacked Poland, every member of NATO would attack Russia in return. Even if the US refused to honor its NATO obligations, the remaining European countries would not let the invasion stand. I do understand what you’re saying though. I used to own an Israeli ETF called EIS, and the October 2023 terrorist attacks decimated it. After it recovered shortly thereafter, I sold it.

Mentions:#NATO#EIS

Not at all. The propaganda efforts before OIF were extensive. Supposed eye-witness testimonies infront of the UN(that later turned out to be all frauds). Satellite images. Expert U.N. weapons inspector testimonies. On and on and on for months and months. Media campaign that generated consent. It was so thorough and effective that the American public, and world public believed it, the war had enough popular support that NATO joined in. This war with Iran has had none of that. From the outset no one believed their lies, and the only attempt at generating consent was trump tweeting about Iran having nukes. There's no NATO support, and the only people that will believe his claims of victory are his dwindling numbers of cultists. The rest of the world understands that this was a completely unnecessary war of choice which the U.S. lost resoundingly.

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Sounds like the US just lost a war or will be back in 90 days with NATO day days after cutting 100bps

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>IRAN FOREIGN MINISTER ARAQCHI TELLS STATE TV: IRAN IS THE WINNER OF THE WAR WITH THE U.S USA will be back with NATO in 90 days after doing 100 bps of rate cuts

Mentions:#WAR#NATO

Problem is they are building up units on the Kola Penninsula and in the artic, while the US has begun pulling resources from NATO. Just today it was announced they were pulling jets and warships and other assets from Europe. If Putin thinks we are pulling out of NATO, and we actually do, he might have the resources and support to expand attacks to a now vulnerable Europe. Not saying that he'll attack all of NATO, just that he will test their allegiences to each other by taking a smaller country like finland or sweden. See how NATO reacts.

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Russians can’t even convincingly beat Ukraine, sure as hell aren’t going to invade NATO simultaneously. 

Mentions:#NATO