PAC

prag513

Dumb idea. Making SpaceX part of Tesla would be like making it part of the movie company Skydance because both companies deal in creative solutions. A smarter merger for SpaceX would be with Lockheed Martin, which makes tactical, strike, and defense systems like the Patriot PAC-3 MSE, THAAD, Javelin, GMLRS, and Hellfire missiles.

Katgal2

It’s not his money! It’s donations to jis PAC. My God 🙄

petulant-turnip

YES! Fucking PAC’s are part of the cancer in this country, fuck Citizens United, yes our taxation system is so shit and could solve so many of the problems that Americans in general want solved. End corruption, zero tolerance. Cut off the back door private money from political campaigns. Change the tax code. We can’t pass deficit budgets rewarding rich people and spending obscene amounts on our military when citizens are going bankrupt from medical bills, can’t afford to live, buy a house, young people are wondering WTF is my future here, while a geriatric lunatic is cashing in on the presidency. Time to end this shit. Trump has to be the last of this. No matter how this crap ends. It has to stop.

carlnepa

BINGO!!! He's spending PAC money. Time to outlaw PAC's, legislate that corporations are *not* entitled to human rights, outlaw foreign contributions to US candidates, tax the rich, tax their assets, investigate how the rich and connected are in the US on Einstein or student visas.

BoysenberrySea5482

No it’s all from the PAC he controls that he has been talking about as his own money for a long time

Substantial-Spite-77

It’s PAC money, not his personal money.

jarizzle151

Bullshit he’s spending his PAC money.

Bellabbey1236

Loser propping up Losers.  As long as POS’s not using our money let him spend all the Pedo PAC money on Losers. 

MarkItZeroDonnie

He has his own super PAC that’s overflowing with cash

TheMoorishPrince

This is BS. He's not spending any of his PAC money. He's planning to exit the presidency and take most of it with him.

KungFuBucket

Most of it is probably Elon’s money. I think his America PAC is spending something like $300 million.

BrigAdmJaySantosCAP

Does anyone think it is his money? Probably a Super PAC or something he is claiming is his.

Plus-Professional-84

Because these are Super PAC donations

m0nk_3y_gw

hey now, Elon spent alot of his personal money and established the America PAC to help get us into this latest war...

shiftersix

Are you referring to his giveaway through that super PAC? Musk didn't get booked though. He should have since it was illegal, but he was just slapped with a warning instead.

YTLupo

Makes me want to get back into the Super PAC game, I hate how dirty you gotta be just to come out clean. LOL

Fun_Reporter9086

If you keep licking Elon’s taint long and hard enough he might give you $1 million dollars in the form of the PAC cheque.

KungFuBucket

I would suspect Musk has personal knowledge of election fraud based on some open mic comments, and his America PAC is already somewhat sus with their million dollar give away and activity around spreading voter misinformation. Without cover from Trumps cronies and with any other administration this probably would have been investigated rather than just brushed under the rug. But legally speaking he’s been walking a tightrope for years and getting the chance to gut many of the government agencies with investigations into his company was his own personal Christmas.

g1rlchild

1. I saw an interesting stat where Trump's approval is now below the percentage of psycho people who think ICE ought to be abusing people harder, which ought to be his floor. And because of who he is, he's unlikely to turn things around in the next two years, so it's unlikely to go back up. We'll see if it can drop much further, but I hope so. 2. We're starting to. Mamdani has shocked a lot of people by showing what good governance looks like and that it's even still possible in this country, and it's led to some interesting candidates in this year's Senate races that are refusing PAC contributions. El Sayid, Ossoff, and Talerico all are making really strong cases for real change in the campaign trail. Whether any of this will stick when it comes time to actually govern, we'll see, but it's the first sign of life I've seen from the party in a while. I'm hopeful Ossoff is gearing up for a run for President, he's so eloquent on the stump at making a case for real change. But again, we'll see what actually happens. My base assumption has been that this country is fucked beyond repair. But I'm starting to be slightly hopeful that Trump is so delusional and incompetent that it could create an opening. But I've been burned many times over my lifetime, so I'm prepared for all of it to fall apart again.

TechnicalWhore

His own TruthSocial post shows 921 Retruths and 3.09K Likes. Those aren't enough to fill small town venue. Hell he couldn't fill a high school gym in Vandalia,Ohio. He's in denial. Just as he was in denial that the Iran War (its a war - sorry) calling it "small potatoes". The reality, and very predictable at that, is the attack on Iran and the closing of the Straight (which is still closed) drove up the market for Fossil fuels. Cutting off supply will do that. The US has PLENTY of diesel for its own needs but the Oil Cartel can make WAY more profit exporting it. So despite "Energy Independence" John Q Public takes the hit - again - really as always. Using the US Military to increase oil company profits is a pattern over 100 Years old. One could argue US Foreign and Domestic policy is written, in part, by the Oil Companies. Of course a billion in PAC contributions precipitated this action and that in Venezuela. (There were no drugs - just oil.) And not ALL alternative energy projects in process were killed. Why? Who did that serve. Anyone? Anyone?

FartPolluter

The real economy stocks are dipping hard, and you guys are like *I hope there's a generational dip*. Lockheed Martin trading at a forward PE of 15. As if USA running out of PAC-3 interceptors can be replaced by Alex Karp's hair.

Novel-Reflection5908

Than why do they invest so much into PAC’s and give no-show jobs to the sons of the orange man? Its literally their life blood to be in Washington’s good graces

NoTone5350

Boeing has too many good news Boeing receives seven-year contract to accelerate PAC-3 MSE seeker output About to launch 🚀 20% gain ?

azdcaz

Yeah. And it’s also now legal for foreign people/governments to donate to super PAC’s and influence elections.

Liquidsnake959

Damn not PAC/Neville too. 😭

shottylaw

It will be. It has hit the point of too big to fail with market cap and muskrat's pull with the parties (PAC $). One day, maybe the board will wise up and ditch the anchor

Trappist1

Guys, this is being posted by a literal PAC. In other words, it's a paid post to promote a certain view.  Not saying any facts posted are wrong, but take everything OP says with a gigantic grain of salt.

PossessionConnect963

Lol damn just realized you're an actual PAC apparently. Makes a lot of sense why you have a vested interest in pushing certain narratives now.

findingmike

Schwab donates heavily to a Republican Senator PAC.

Ok_Raspberry181

3.5Mfor a PAC-3 interceptor VS 55k strategic drone like FP1

Ok_Raspberry181

1303 PAC-2/3 interceptors supplied/sold. We spent \~700 last winter alone since Russia ramped up their ballistic missiles production and got some from NK

KaptnKrunch

Amodei and Anthropic are actually contributors to the largest pro-regulation PAC https://www.newsweek.com/ai-super-pac-spending-map-2026-elections-12333140

Training-Solid-4650

You gotta admit, any money he didn't rugpull from the rubes would have just been donated to the orange shitgibbon's PAC, so he was actually doing the world a favor here.

ExpressTechnology764

It is a bribe, so it has to come out of a PAC.

CrackingToastGromet

Just like he is going to share the $400 mil in his super PAC to help the GOP in the midterms!

D_Pablo67

Emerging Markets Ex China (EMXC) is my favorite non US investment. ASR and PAC are both airport ground ops and concessions companies in Mexico with monopolies and stream revenues. Banco del Crédito de Perú (BCP) is the largest bank in Peru, which solid revenue and earnings. Newmont Mining is my gold stock. Agnico Eagle is also good. GLD and GDX are gold and gold miner ETFs. If you believe in digital assets, I would invest in companies that use it for payment rails like Sofi. Bitcoin tends to trade in sync with the NASDAQ 100, but also a month ahead.

Shock223

> It's actually insane that the first president in decades to whip congress this hard is the dude who is least qualified to have this power. They have to know that he's actually completely inept and yet nothing is being done It's not being done because over the last decade or so, he has effectively purged most of the GOP's fundraising to feed into his own PAC, ensuring the GOP is more or less Trump's party and require his endorsement to function at all. This in combo of the capture/alignment of media owners, tech giants, etc has effectively given him a lot of fodder to throw at problems so he won't be touched. In order for something to be done, the GOP has to crack and fracture in such a way that it no longer becomes Trump's party and that's not looking to happen anytime soon given the mafia like grip he has on them.

SurpiseCurrencyDebas

So NVDA is starting its on PAC to fund tr ump candidates

FartPolluter

Jensen Huang creating a PAC because nothing beats "political donations" to prove a business case.

Ok_Cry7572

People keep asking why Trump suddenly got so hostile toward Canada this year. It’s not just the usual trade talk. Look at the Gordie Howe Bridge. Canada spent billions building a brand new public bridge between Detroit and Windsor. It was basically ready to open. The problem? It sits right next to the Ambassador Bridge, which is privately owned by the Moroun family and has been a monopoly cash machine for decades. Matthew Moroun (the guy who runs it) writes a $1 million check to a Trump super PAC in January. A few weeks later he gets a meeting with Commerce Secretary Lutnick. Hours after that meeting, Trump posts that he’s blocking the new bridge from opening until Canada “compensates” the U.S. and gives us half ownership. That’s the moment the temperature with Canada went from tense to open trade war talk. The Morouns spent 15 years and tens of millions trying to kill this bridge. They finally got the White House to do the heavy lifting for them. Suddenly “Canada is taking advantage of us” became the daily message.

EquivalentMobile7883

That might taken buddy… surely there is an Arts and Incest PAC named AIPAC

sevyger89

Thinking about starting up a PAC supporting AI-positive candidates. We'll call it AIPAC.

bruceki

I think that the oil market believes that trump won't let the whole world economy burn down; that he will make the adult decision and withdraw from the war under any pretense; that the economic interests of the united states is in stable and lower oil prices and supplies. meanwhile trump is peddling crypto currencies to his followers and taking billions from them, he's selling pardons for a million bucks a pop - he's made more than 150 million on that - he's golfing at his clubs to the tune of $1 million a day, and i cannot track how much more money he has taken. the $200 million from the first tanker of Venezuelan oil he had the navy seize, the 400 million "donated" to the white house reconstruction that we don't have any accounting on. the donations to the trump PAC that will become his money at the end of the term ... he's stacking money while the world burns and doesn't care.

Own-Recipe5908

There are stupid amount of weapons, just not air defense missiles, and the amount we've made is known, gets revealed whenever they ask Congress for money. Like: [Department of War Establishes New Acquisition Model to More than Triple PAC-3 MSE Production in Partnership With Lockheed Martin > U.S. Department of War > Release | U.S. Department of War](https://www.war.gov/News/Releases/Release/Article/4371320/department-of-war-establishes-new-acquisition-model-to-more-than-triple-pac-3-m/) >Under the framework agreement, Lockheed Martin will increase annual production of the PAC-3 Missile Segment Enhancement (MSE) interceptor from approximately 600 to 2,000, aligning industrial capacity to the long-term demand required by U.S. forces, allies and partner nations. that's .gov from this year. And this isn't a thing money can speed up because each missile takes a long time to make. The old can't get 9 women pregnant to have a baby in a month problem.

zbern

If anyone was curious L3Harris spinoff of Missle Solutions has been push back. LHX reported last night, -12% as of this comment. "Delayed Missile Solutions IPO to mid-2027 due to market conditions, focusing on value creation and operational execution." • Missile Solutions (MSL) is the L3Harris division that builds the engines and steering systems for military rockets. They manufacture the high-powered solid rocket motors that blast missiles into the sky, along with the smart sensors and fuses that guide them. Basically, they supply the muscle and brains for major defense systems like THAAD, PAC-3, and Tomahawk.

GeoLogic23

Thank you to everyone who left me nice comments, as I took some time off from Reddit to focus on a loss in my family. I really appreciated it. I'm back now though. Recently there are reports that all the top MSOs donated to a Trump-connected PAC called **America First Agriculture Action**. [America First Agriculture (AFA) is a group I had mentioned months ago](https://www.reddit.com/r/weedstocks/comments/1s8j1ld/comment/odhzmjk/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button), because they filed some lobbying records about cannabis policy. After seeing those disclosures months ago, I went to AFA's website. At that time they were clear their focus was reintroducing hemp/cannabis as a cornerstone of our agricultural economy. This included industrial hemp products like bioplastics and biofuels, and taking advantage of stuff like carbon credits. [AFA has since made their website private, just saying "More to come soon" on the main page.](https://www.americafa.org/) But I saw its previous iteration, and I know they specifically were talking about lots of hemp products. [These are quotes I previously took from AFA's website](https://www.reddit.com/r/weedstocks/comments/1rznklq/comment/obnfi97/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button): * Position cannabis as a cornerstone of the new American economy - driving innovation in industrial materials, clean energy, and carbon capture.... * Our mission is to facilitate safe consumer access, equitable market conditions, and the development of robust financial instruments - including carbon credits - under a single standard agricultural commodity framework. * By modernizing policy, AFA envisions Cannabis as a sustainable feedstock that can compliment petroleum in industrial applications, from bioplastics to renewable energy The market for MSOs is just a part of the possible hemp/cannabis market, if we're including biofuels and other industrial products. * Other reporting talks about how the AFA Action PAC is connected to Trump. * My comments talk about how AFA's chairman Fabrizio is connected to Florida hemp and to Trump. * My comments talk about how AFA's lobbyist Checkmate is connected to both Trump Jr. and RFK Jr.. AFA's lobbyist also works for multiple major tobacco companies. Major tobacco companies hold 3 of the top 5 spots on the board of director's council for a different advocacy group called the [Energy Marketers of America](https://www.energymarketersofamerica.org/partners/board-of-directors-council/). Energy Marketers of America is focused on petroleum retailers, so they are basically a convenience store lobbying group. That explains why big tobacco is so connected. For the last couple of years they have also lobbied for the "vaping product list from FDA" regarding stuff like the menthol ban. But they are still mostly fuel issues. Energy Marketers of America recently filed their 2026Q2 lobbying disclosure, where they [added the hemp ban to their list of lobbying issues](https://lda.senate.gov/filings/public/filing/4e83494c-d0ff-47e6-b2be-77214c38eeb2/print/): >reauthorization of the National Oilheat Research Alliance (NORA), The Hemp Planting Predictability Act (H.R.7024 in the House and S. 3686 in the Senate) which would extend the grace period by an additional two years, delaying full implementation until November 2028.

tantricengineer

The entire Republican Party is bringing back slavery for all races and disguising it as white power. The democrats who take PAC money are holding back the rest of the party, which voters are paying attention to, and thus rotating out bad representatives (mostly) The two parties are not the same.

Own-Recipe5908

Because TACO that's desperate for a deal and isn't continuing strikes because Iran shoots a hostage (critical ME infra and US bases) every time they get hit, and those shots aren't being intercepted much anymore because we blew our very expensive load early taking out cheap Iranian missiles with expensive THAAD and PAC-3 interceptors that we don't make all that many of a year.

Own-Recipe5908

[Department of War Establishes New Acquisition Model to More than Triple PAC-3 MSE Production in Partnership With Lockheed Martin > U.S. Department of War > Release | U.S. Department of War](https://www.war.gov/News/Releases/Release/Article/4371320/department-of-war-establishes-new-acquisition-model-to-more-than-triple-pac-3-m/#:~:text=up%20from%20approximately%20600%20today.) Government article. Relatively recent. >The framework agreement establishes the basis for negotiating a seven-year supply contract, subject to Congressional authorization and appropriations, that would increase PAC-3 MSE production to approximately 2,000 missiles per year, up from approximately 600 today. The agreement also provides for strict delivery accountability and allows both the Department of War and Lockheed Martin to share in any enhanced profitability resulting from new equipment and volume efficiencies. This facilitization strategy will be applied to multiple munitions procurement contracts over the next year, pending Congressional appropriations, to replenish our stockpiles, rebuild our military, reestablish deterrence and strengthen and grow our defense industrial base.  Production amount. This all gets revealed every time the military asks for money.

SignificanceLate7002

Put some Cannabis stocks in your watch list and keep an eye out for related executive orders. https://www.rawstory.com/trump-cannabis/ "Four large cannabis companies have donated a total sum of $10 million to a Trump-aligned super PAC this year, Salon reported Saturday."

Kbarbs4421

I don't fault them for the political donations. That's the way of the world, especially in Florida and the White House. They were close on A3. Had the those chips fallen their way, those donations would be looked at very differently right now. As for 280E, I've been rather vocal about the IRS not refunding significant amounts of UTP. Historically, that would be have been the logical conclusion. But now we have an Admin that has signal open season on corporate grift, with the IRS buck stopping at Bisigiano and Bessent. I would not be at all surprised if 280E is quid pro quo for said donations. A negotiated settlment that goes into the PAC coffers. Crazy timeline we live in.

jetbridgejesus

dude doesnt care he's spent like 2m out of 400 from his PAC.

AverageNo130

>Marijuana Companies Donated $11.5 Million To Trump-Linked PAC Last Month, New Campaign Finance Records Show In June, four marijuana companies—Trulieve Inc., Curaleaf Inc., Verano Holdings LLC and Vision Management Services LLC, which is a subsidiary of Green Thumb Industries—each gave $2.5 million to America First Agriculture Action Inc. Additionally, Arboretum Bidco LLC,  a holding company tied to AYR Wellness Inc., contributed $1 million to the agriculture group last month, and Ascend Wellness Holdings Inc. also chipped in $500,000. MM

General-Froyo-7498

Here’s my high level DD on TMC! $TMC — TL;DR: Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. AThe setup: One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. The receipts: TMC filed its application the same week NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted 7.3 million shares as payment for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. The bear case, stated honestly: The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an injunction is the real kill shot. My honest odds of a permit that survives and works: 55–60%. This can go to zero with no soft landing. Size accordingly — I did. Position and plan: 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. Catalysts: 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.

General-Froyo-7498

Love this! Here’s my high level TMC DD **$TMC —** **TL;DR:** Only company in line for the first-ever US deep-sea mining permit. Decision \~Q1 2027. Trades at under 10 cents per dollar of its own NPV because one document is unresolved. The Pentagon has been deploying billions into minerals companies with equity stakes and price floors. I hold 3,100 shares @ $5.87 with exits pre-set at every level. **AThe setup:** One rock on the ocean floor contains copper, nickel, cobalt, and manganese. The US imports \~100% of its manganese and nearly all of its nickel and cobalt. China has restricted exports of 11+ minerals in three years, and the Hormuz closure just gave the world a live demonstration of what chokepoint warfare costs. Washington got the message: executive order, fast-track NOAA process, national security framing. **The receipts:** TMC filed its application **the same week** NOAA opened the fast-track lane. Every milestone since has landed on schedule. You don’t have a world-first application ready to file unless you knew the lane was coming. The board was built for access: Hess oil family money (the family patriarch gave $1M to the Trump super PAC weeks before the fast-track rule appeared — it’s in FEC records) and Elon Musk’s personal attorney, whom the company publicly credited with helping “work with the new Administration.” The Pentagon playbook already exists: $4.5B+ deployed into minerals companies. MP Materials got equity, a 10-year offtake, and price floors — and tripled. The DoD also owns 40% of the new refinery belonging to TMC’s own refining partner. Allseas — the company building the actual collection ships, and a \~14% shareholder — just accepted **7.3 million shares as payment** for development work instead of cash. The contractor chose stock at $4.66 over invoiced dollars. The people building the machine are betting it works. Glencore has held rights to 50% of the flagship project’s nickel and copper for years. PAMCO in Japan has already smelted 2,000 tonnes of real nodules at a commercial facility. The customer chain exists before the mine does. Market cap: \~$2B. The company’s own project NPV: $23.6B. Under a dime per dollar, entirely because of one pending document. **The bear case, stated honestly:** The risk isn’t NOAA saying no — it’s the courts. Lockheed attempted this under the same statute and was stopped by litigation in 2015. Environmental groups have already signaled they’ll sue again. Filed lawsuits are expected and priced in; an *injunction* is the real kill shot. My honest odds of a permit that survives and works: **55–60%.** This can go to zero with no soft landing. Size accordingly — I did. **Position and plan:** 3,100 @ $5.87. The ladder is set and non-negotiable: trim 10% at $6 (with tax-loss harvesting on my highest-cost lots), scale out at $15 and $18 — full cost basis recovered at $18, everything after is house money — sell a major tranche at $100, and hold \~1,000 shares permanently for the scenario where this becomes an established American industry with dividend potential. If it fails, I lose \~$18K at a size I planned for. **Catalysts:** 7/13 critical minerals trade report • 8/13 earnings + 8/14 13F filings (institutions hold only \~11% — if the permit lands, they build toward a normal 40%+ into a float that’s one-third locked by insiders) • Draft EIS in Q4 2026 — the one that matters most. For reference: the stock ran $1.72 → $11.35 on the executive order alone, with zero hard milestones achieved. The permit, a Pentagon deal, and the first production would each be larger events than the EO — landing on the same thin float.

PoasterOfPoasters1

The chocolate industry should start a lobby group called Fudge PAC.

GeoLogic23

When ingestible CBD products are sold at regular retail stores, whose products to you think are going to be stocked at Walmart? Also one of their most important sources of value is their genetics, which they own and have **utility patents** on. Their drug is being put through the botanical drug development pathway, which is only possible because they own very stable and well-known genetics. When Florida first started their low-THC medical market, it was started explicitly by approving the Charlotte's Web genetics. There is a history of CWEB having first mover advantage in medical CBD products under GOP influence. The same family is still running the company. CWEB was originally pushed by close Trump associate Matt Gaetz, and now they have BAT's lobbying to get their products approved as well. We've had reports recently (flavored vapes) of [BAT potentially directly influencing policy in this administration](https://www.reuters.com/legal/litigation/big-tobacco-comes-out-top-after-us-fda-shake-up-2026-05-26/). >In the days before the May meeting, Reynolds American, a unit of British American Tobacco, donated $5 million to Trump-aligned super PAC Maga Inc, campaign finance filings show. [Florida Senate Approves Charlotte's Web Medical Marijuana](https://www.cbsnews.com/miami/news/florida-senate-approves-charlottes-web-medical-marijuana-bill/) >"The bill puts some restrictions on the use of the marijuana strain known as Charlotte's Web. It can have no more than 0.8 percent THC, the chemical that makes users feel high. On average, marijuana has about 15 percent THC, according to the National Institute on Drug Abuse. The strain has normal levels of cannabidiol, or CBD, which is used to treat seizures." >"Support for the bill, sponsored by Republican Rep. Matt Gaetz..." So it's not necessarily about their brand. Though that will be important when marketing is really allowed, because can you even name another CBD brand the general public would ever have heard of? But it's really more about the hemp genetics and political influence that are behind the brand.

bathtubtuna_

Where have you been? He literally used hundreds of millions (which is a drop in the bucket for him) to literally buy the US Presidential election in 2024. Without Elon's PAC Trump would not win. He was literally offering million $ lottery payouts for people to vote for trump (which turned out to be fraudulent with the winners being hand picked lol).

bathtubtuna_

Lol the literal US Presidency in 2024. Without Elon's PAC and its blatantly illegal actions Trump would not have won.

yomamaeatcorn

Someone needs to read/scream this verbatim over the 2PAC - Hit em up beat

sirpoopsalot91

I mean, Donny boi BURIES his opponents under PAC dollars. I.e. Massie…. Who was from his own party. Lol

Commercial-Invite253

Idk but I was reading about Trumps new grift w/ the $PAC coin or something he’s trying to collab w/ the Treasury Secretary on. I’m wondering if it’s possible to ride the Stupid wave all the way up and then exit before the inevitable rug pull. But it’s a tough call. Warren Buffet would NOT approve of the “steal from idiots” investment strategy.

Embarrassed-Sky6890

# JPOW is the 2PAC of the financial world LMAO🤌

Tutkanator

Hey I never name called you. A smaller PAC such as what? If you have to look it up to know then that means you entered this conversation uninformed.

Ok_Composer_1761

It’s not that next token prediction has “secret sauce” it’s that human brains don’t have secret sauce. I have seen no good evidence that humans themselves are not statistical reasoners. The fact of the matter is that SLT bounds based on Radermacher complexity / PAC bounds don’t have any bite on deep learning behavior and empirically DL models do far better than they should. I’m not a tech bro at all lol; I’m an academic econometrician as my post history would clearly reveal. I’ve no skin in the game of these tech companies and their hype machine

bostaff04

Yes i did dummy. But if you just say AIPAC, they could say oh I dont take AIPAC money, because its tunnelled now through a smaller PAC, duh.

Tutkanator

Did you not just read that he said AIPAC is the LARGEST PAC? Therefore the most important. But I hear what you're saying about dems being in their pockets. I agree that nothing will happen... maybe in the next election cycle or two if their stance becomes even less tenable, but this republican administration is fucking up so hard that the democrats may win majority even while themselves being corrupted.

Ok_Composer_1761

Not at all. There’s an worst case limit prescribed by statistical learning theory in the form of PAC bounds that are rendered vacuous and uninformative by deep learning. While deep learning is statistical, statisticians don’t yet understand why it generalizes better than standard bounds would suggest. See Zhang et. al (2017)

bostaff04

There are more than just one Israel PAC, thats my point.

sanndman

why are we pro algos man? why keep sending money their way? they keep bombing the bers indiscriminately and displacing them and taking their section of WSB. when will the world wake up and stop donating to A-Algo-PAC?

Heffe3737

Sure that’s fair. I think a carve out for warships is reasonable. As far as the blockade goes, the running assumption is because they don’t want to risk US ships actually in the strait itself due to its tight confines and the increased risk to the ships, so that’s why the blockade is farther out in the Gulf of Oman. Mines are a risk certainly, but one that I imagine would be easier to sweep for. Though they might only need a few smaller rugs or trawlers to deploy more, which would be difficult to deal with. Drones on the other hand… the US is already potentially struggling with AA munitions - I wouldn’t count on their ability to stave off Iranian drones indefinitely. There’s only so many four million dollar PAC3 missiles you can fire at $40k, lawn-mower engine driven drones before that math stops mathing. Hopefully the US will start learning from Ukraine and start up production on interceptor drones post-haste.

tankmode

I’m sure that PAC-3 Missiles and  F-15Es can be just chugged out on a repurposed Chevy Equinox assembly line.  Modern GM can’t even build a reliable V8 in the last 15 years and thats supposed to be something theyre “good” at. 

ImmodestPolitician

Using a $3 million dollar PAC-3 MSEs. to destroy $15k drones seems like a losing battle. I almost feel like no one planned anything about the Iran war.

SimonBumblefuck

One year to replace +3,000 units when you only make 600 per year? Don't guess. Do the homework. "Lockheed Martin has delivered more than 2,500 PAC-3 MSEs to the field. In 2025, Lockheed Martin is on track to produce more than 600 PAC-3 MSEs for the first time. The program is currently ramping up to 650 PAC-3 MSEs per year." ([source](https://www.lockheedmartin.com/en-us/news/features/2025/accelerating-production-to-meet-growing-demand.html))

Relative-Ad-6791

From claude ai. The Korean play is interesting im going to look into it more “Lockheed Martin (LMT) is the single biggest beneficiary. They manufacture PAC-3 MSE interceptors, THAAD interceptors, JASSM/LRASM, and PrSM — essentially the four munition families most depleted by Epic Fury and most needed for Pacific reconstitution. The Pentagon is partnering with Lockheed Martin to triple PAC-3 MSE production from roughly 600 annually to 2,000 by 2030 , and THAAD production is being quadrupled from 96 to 400 per year, including a new Munitions Acceleration Center in Arkansas. PrSM production would be quadrupled to 1,134 units in FY2027 at $1.7 million each. That’s multi-year, multi-billion-dollar revenue visibility across three separate program lines from one company. RTX (Raytheon) — Tomahawks and SM-3s. Tomahawk production is set for a 1,200% increase from 58 in 2026 to 785 in FY2027 , and RTX has framework agreements to increase SM-3 Block IB and IIA output by two to four times. RTX also builds the SM-6, which is the Navy’s do-everything interceptor for the Pacific. They co-produce Patriot interceptors with Lockheed. Northrop Grumman (NOC) — B-2 operations in Epic Fury showcased the platform, but the bigger play is that both Northrop Grumman and Raytheon have been awarded contracts to develop common rocket motors that plug into multiple missile families. If you’re building the engine that goes into SM-6, future hypersonic interceptors, and next-gen standoff weapons, you’re positioned across the entire reconstitution wave. They also build the GBI homeland defense interceptors and are a key player in the Next Generation Interceptor program. Boeing — This one’s a chokepoint story more than a growth story. Both US and Japanese PAC-3 production depends on the availability of crucial seeker heads, which have been slowly coming off production lines at Boeing. Boeing makes JDAM kits (deep stockpiles consumed), SDB IIs, and Harpoon. They’re also the other half of the Patriot interceptor production with Lockheed. Their defense revenue benefits, but their seeker head production is actually a bottleneck constraining everyone else’s ramp. L3Harris — Named in Modigliani’s piece as one of the companies with framework agreements under Deputy Secretary Feinberg’s Munitions Acceleration Council. They build key sensor and electronics components across multiple interceptor programs, and they’re the prime on some counter-drone systems that are now in urgent demand. The Second Tier — Where the Smarter Money Might Look Aerojet Rocketdyne (now part of L3Harris) — Solid rocket motors for virtually every interceptor and missile in the U.S. inventory. Every production ramp across every program flows through their motor supply. They’re the hidden dependency underneath all of the above. General Dynamics (GD) — Ordnance and tactical systems division makes the bomb bodies, propellant, and munitions components. Less sexy than the primes, but when you’re rebuilding 13,000+ expended munitions worth of inventory, someone has to make the casings and explosives. Kratos Defense (KTOS) — Target drones and low-cost attritable systems. The Epic Fury lesson about cost-exchange ratios is accelerating the push toward cheaper, mass-producible autonomous systems. Kratos is the leading pure-play in that space. If the Pentagon gets serious about not fighting the next war with $4M interceptors against $100K threats, companies like Kratos benefit. Anduril — Not publicly traded (yet, though IPO rumors persist), but their Roadrunner interceptor-drone is specifically designed to solve the cost-exchange ratio problem. Epic Fury is the best marketing case study they could ask for. The International Angle South Korea’s M-SAM (Cheongung II) achieved its first combat hit against Iranian missiles during Epic Fury in the UAE. That’s a combat validation event for LIG Nex1 and Hanwha Aerospace, the Korean manufacturers. The Korean defense export sector was already booming — this accelerates it. Eurosam (MBDA/Thales) — Currently producing around 100 interceptors in 2026, an increase from around 60 previously. European allies now have their own depletion anxiety, and MBDA’s SAMP/T is one of the few non-American systems that can handle tactical ballistic missiles. Rheinmetall — Not directly in the interceptor game, but they’re the European leader in ammunition production and are building new facilities specifically for munitions surge capacity. The lesson from Epic Fury generalizes to all munition types.”

Relative-Ad-6791

Im having claude ai investigate the munitions situation this was one of the reports “The comparison is brutal, and the data that’s emerged from Epic Fury makes it even worse than pre-war modeling suggested. Let me walk through all three of your questions. China’s Inventory vs. Ours Setting aside nuclear weapons (different calculus), the conventional missile imbalance is the one that matters for a Taiwan scenario, and it’s severe. China’s PLARF fields approximately 900 conventionally armed SRBMs, 1,300 conventional MRBMs, 500 conventional IRBMs, and 400 ground-launched cruise missiles  — that’s roughly 3,100 conventional missiles before you even count air-launched or naval systems. By 2023, the DoD assessed China’s total ballistic missile force at around 2,850 missiles , and that number has only grown since. Now compare that to what we have to defend against them. The total inventory of sea-based SM-3s is around 330 missiles, far below what might be required in the Pacific region.  According to Stimson Center modeling, the United States would likely run out of Patriot and upper-tier interceptors within the first 24 hours of a military conflict with China.  That was the assessment before Epic Fury burned through a quarter of THAAD and SM-3 stocks and a quarter to a third of Tomahawks. The cost-exchange ratio is the structural problem. Iran was bad enough — $100K-$300K missiles vs. $4-5M interceptors. China’s deployment of massed, low-cost missiles and drones would impose unfavorable cost ratios as multiple interceptors costing tens of millions of dollars are expended on single targets that are 10 to 100 times cheaper and quicker to produce.  China isn’t Iran. Their industrial base can mass-produce at scale, and they’ve been expanding missile production across 136 sites, preparing not just for deterrence but for the logistics of a long war.  The Heritage Foundation assessment is the most alarming: high-end interceptors like SM-3, SM-6, PAC-3 MSE and THAAD would likely be exhausted within days of sustained combat, with some systems depleted after just two to three major PLA salvoes. Aggregate US VLS inventories at an estimated 17,000 rounds are insufficient for even one full fleet reload.  What Happens If This Goes Another Month The ceasefire appears to be holding as of yesterday, but your instinct to ask “what if” is right because ceasefire ≠ peace deal, and the administration itself has said the joint force remains ready to resume combat operations.  If fighting resumed for another 30 days at anything close to the pre-ceasefire tempo, the consequences cascade: Interceptor crisis becomes Pacific crisis. A former Japanese Defense Ministry official warned that depletion of Patriot interceptors could take years to replenish and would have a serious impact on readiness in the Indo-Pacific, including the defense of Taiwan.  THAAD systems were already being pulled from South Korea. As one analyst put it, “It’s hard to overstate the irony of THAAD, a symbol of the pivot to Asia, being removed in the dead of night for a new war in the Middle East.”  Standoff weapons approach Winchester. Tomahawk production in 2026 was 58 missiles. The proposed FY2027 budget calls for a 1,200% increase to 785 , but that’s a budget request, not missiles on ships. Another month of operations would push Tomahawk and JASSM inventories into territory where the Navy literally cannot reload its VLS tubes for Pacific contingencies without stripping other theaters bare. The signal to Beijing compounds. This is the part that doesn’t get enough attention. Every week of continued expenditure is visible to Chinese intelligence. They’re watching the magazine drain in real time. Prolonged hostilities with Iran would only deepen America’s Pacific vulnerability  — and China doesn’t need classified intelligence to know it. The AEI cost tracker, the FPRI data, the Congressional reprogramming actions are all public. Could Reporting on Our Capacity Signal an End? This is your sharpest question, and I think the answer is yes, it already did — partially. The pattern from the Twelve Day War last summer is the precedent. Interceptor inventory strain may have led to the end of the Twelve-Day War — had the conflict continued for another few days or another week, it could have become critical.  The same dynamic appears to have operated here, just on a larger scale across 38 days. Look at the sequence: public reporting on interceptor depletion intensified in weeks 3-4, the AEI cost tracker became a reference point for Congressional pressure, and the ceasefire materialized almost exactly when multiple analysts were projecting critical thresholds. That’s not coincidence — it’s the political economy of munitions scarcity forcing strategic outcomes. But here’s the counterargument you should stress-test: the administration’s public posture is the exact opposite. Over 38 days, the American joint force struck more than 13,000 targets  and the White House framed this as decisive victory, not exhaustion-driven termination. The political narrative is “we won so completely Iran begged for a ceasefire.” The structural reality is that both sides had strong incentives to stop — Iran because 80%+ of its defense industrial base was destroyed, and the U.S. because the opportunity cost in Pacific readiness was becoming untenable. The honest assessment: the munitions reporting didn’t cause the ceasefire, but it constrained the decision space to make it inevitable. Another month wasn’t a real option — not because we’d hit zero, but because the marginal strategic cost of each additional week of operations against Iran was being measured in years of degraded deterrence against China. The people making these decisions know the Stimson Center math. Beijing knows it too. The reconstitution timeline is the real answer to “how far back does this set us”: even with every planned production increase funded and on schedule — PAC-3 to 2,000/year by 2030, THAAD quadrupled, Tomahawk to 785/year — it could take 12-24 months to rebuild to pre-conflict levels at current production rates, assuming no competing demands from other theaters.  And “no competing demands” is a fantasy when you’re staring at the Taiwan Strait. For: The Kill Chain — D3 (Missiles/Air Defense) + D7 (Acquisition/Industrial Base) + D5 (Naval) What: The Watterson & Dean War on the Rocks piece (April 7, 2026) is a must-capture. It’s the most analytically rigorous treatment of the interceptor networking problem in the Pacific, directly quantifies Epic Fury’s impact on Indo-Pacific readiness, and proposes coalition missile defense architecture as the structural solution. The Heritage Foundation January 2026 report on interceptor exhaustion timelines (2-3 PLA salvoes to depletion) and the Stimson Center 24-hour modeling are the two key reference points for Taiwan scenario planning. The Bryen “New Missile Gap” piece adds production rate data across allied nations (Japan PAC-3 at 60/year ceiling, South Korean M-SAM combat debut in Epic Fury). Suggested action: Post-Epic Fury readiness assessment — map current estimated stockpile levels against Taiwan scenario requirements, with production ramp timelines as the reconstitution variable. Source: Watterson & Dean (War on the Rocks), Heritage Foundation, Stimson Center, Bryen (Weapons Substack), Asia Times, Stars and Stripes, Military Times​​​​​​​​​​​​​​​​

tragicdiffidence12

Trump alone got over 200mn from just one donor PAC whose entire agenda is Israel. Miriam Adelson

Bg1165

Agree. Term limits and an abolishment of lobbyist’s and PAC’s. And no lifetime golden ticket pension and health plans.

Loose_Stool_12

Did the PAC funded botnets move to WSB since POL actually started purging them? How is this getting worse?! 🤖🤖🤖

been_mackin

What about offering people national security information in exchange for donating money to their PAC? Is that protected by the First Amendment?

WBL-X23

DoW reaches agreement with BA and LMT to Triple PAC-3 Seeker production. Does that trigger other Primes like NOC, GD and RTX to aggressively lock up what they need in tungsten going forward? I’m looking to the price update Friday.

Plump_Apparatus

> We could also pull THAAD, Patriot batteries and our destroyers which would leave an air defense gap for them. Israel has their own retired Patriot batteries, PAC-2s in storage or sent to Ukraine. We don't have any deployed there, PAC-2 or the PAC-3 designed for ballistic missile interception. Israel replaced their PAC-2s with David's Sling. Israel relies on Arrow 2 and 3 for MRBM/ICBM protection. Iron Dome's Tamir for SRBM, rocket, mortar, and artillery protection. A single THAAD battery is deployed there. US destroyers aren't likely to be of much use for Israel. SM-3 would be the relevant missile and it's only useful for mid-course intercepts which geography wise doesn't work out. SM-6 is only useful for terminal intercepts with very limited range. Arrow, David's Sling(Stunner), and Iron Dome(Tamir) interceptors are jointly produced by the US and Israel. The US is never going to cut those off.

Raven_Photography

What about “drill baby, drill” and all the money the oil companies gave to his campaign and PAC? I’m not saying they stand to make a lot more money from this and increase US production (ANWAR?).

cbusoh66

Spez must have been threatened with a lawsuit by that lobby group that starts with A and ends with PAC

UsernameTaken_123

Interceptor supply (PAC/THAAD/SM3/6) has been cut in half. Their guidance systems need neodymium and samarium processed entirely in Chyna. You know, Chyna could do the funniest thing right now...

OpeDefinitely

Kind of? This sort of thing basically exists by way of Super PACs, dark money, and the like. But this is a billionaire's game, and it's not solely dedicated to helping/hurting specific states and regions. I want Super PACs and dark money to benefit the average Joe. Let me offset any positive economic impact I made on Ohio by paying into a super PAC that will run the numbers on how to tank Ohio's economy the exact amount that the PAC's contributors want to offset, then act accordingly.

G0RD0N_CLARK

I paid 4.88 for regular yesterday in o PAC NW

PapiGoneGamer

That’s what happens when you allow their PAC to operate without being accountable under FARA regulations.

No-Improvement3164

Theta has eaten so much lately it is starting to eat slow. Give the PAC Man Chop!!

dont_downvote_SPECIL

the cost of war in Iran, pegged for now at $50 billion to $100 billion, but subject to revision. It costs $45,000 an hour to operate a carrier-based F-35 fighter. And intercepting $30,000 Shahid-136 suicide drones using RTX $4 million Patriot PAC-3 missiles or Lockheed Martin’s $14 million-per-launch Thaad system, can quickly run up the tab.

McKoijion

As of January 2026, the US makes 600 patriot missiles a year. They're supposed to protect Ukraine from Russia and Israel and the entire gulf from Iran. It takes 2-3 interceptors to shoot down a single Iranian drone or missile. The gulf states burned through nearly all of their interceptors in the first six days shooting down cheap Iranian drones. Now Iran has a clear shot to return fire against undefended targets. According to First Squawk, they've hit Bahrain and Kuwait hard in just the past hour. Qatar just reported that they successfully intercepted an Iranian drone attack. That's a win, but it means they have 2-3 fewer missiles left to intercept Iran's missiles. > Under the agreement, annual production of PAC-3 MSE interceptors is set to increase from about 600 missiles to roughly 2,000 per year, significantly expanding U.S. and allied air defense capabilities. > The U.S. currently makes around 600 yearly, but Iran, for example, is believed to have a stockpile of of over 1,000 ballistic missiles. https://www.cnn.com/2026/03/04/politics/missiles-weapons-stockpile-iran-us-war https://www.economist.com/middle-east-and-africa/2026/03/03/are-gulf-states-running-out-of-missile-interceptors https://www.yahoo.com/news/articles/iran-20k-drones-forcing-u-150058562.html

Flat_Introduction_12

For context, republican senator sheehy took ~$600k from the Israel PAC, so he was bribed by Israel to convert US tax dollars into the bombardment of Iran.

Fallen_Kell

While Rtx is the prime for the patriot system itself, the missiles it fires are the PAC-3 which Lockheed makes.

Fallen_Kell

Lockheed makes the PAC-3 (patriot) interceptors, Hellfire, Javelin, Joint Air to Ground Missile (JAGM), Long Range Anti-Ship Missile (LRASM), ATACMS (used in MLRS systems and HIMARS) and many others. Quite a few of these will be used in this conflict as well as needed by Ukraine and various NATO and other partners/allies.

MrMcjibblets1990

Gotta do them favors for the Super PAC donors!!!!

PushAble2463

Yes it does, Claude says Patriot PAC-3, THAAD, Aegis ships, iron dome, david’s sling, arrow (2/3)

Trade_Winds_88

I vaguely recall Germany was going to start up a PAC3 production line. Re: Ukraine. Australia is starting up a GMLRS production line - which possibly could then expand to patriots, too. As usual I have no clue what I'm on about so don't gamble any money on my rantings.

Rasm01

Sypris Solutions $SYPR They are for example a key sole supplier of criticial power supplies to Lockheed Martin and Raytheon for missile defense systems such as PAC-3 and THAAD. Their electronics segment focusing on defense and space has started to accelerate in growth. However the stock trades at so low multiples and looks to still be priced primarily based on its legacy industrial business. But be aware of them being a very small stock and liquidity can be quite thin.

Carfar_Farcar

Anyone with a spine doesn't get that sweet, sweet PAC money.

creemeeseason

Kind thought there would be a bigger reaction out of PAC....