PAC

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....

NVDAismyg0d

OMAB, PAC and ASR are going to tank tomorrow. Good idea to load up 

pizzamergency

My personal belief is she held the party hostage by threatening to keep all the PAC money if she wasn’t given the nomination. Since the money was technically for the Biden/Harris campaign. If they sacked Biden, it would all become her campaign money because she was also on the ticket.

Reasoned-Listener

SCHB is great. Mine is PAC.

z00o0omb11i1ies

Tickets bought by Republican PAC

Crazy-Cook2035

$6.9 million was tickets bought by a GOP PAC

PatientHelicopter123

Epstein, Jack Smith, January 6th, ICE ices taxpayers YEAR ONE - US Taxpayer Pays: $858 Million in ICE signing bonuses, $170 Billion to Stephen Miller Immigration enforcement, $40 billion to Argentinian Farmers, $110 Million for Trump golfing, $30 million for Trump birthday parade, and $40 Million for JD Vance’s 8 vacations, $200 Million for Kristi Noem private jets, $62 Million plane with security detail used for Kash Patel girlfriend visits, $135 Billion in Musk DOGE costs (including Musk getting all your personal info), $500 Billion additional to military, and Trump says $100 to $150 Billion reimbursement to oil companies for repairing Venezuelan infrastructure, $2.5 Billion contract to Peter Thiel owned Palantir Technologies whose tech is used for mass surveillance on US citizens. Plus $2,100 more in taxes paid per year per household for trump tariffs and Pete Hegseths $400 Million retrofitting of Trumps Qatari jet, $6 million for bringing all generals to Washington for a speech, and a $50,000 paint job for his home. Kristi Noem is spending $115 Million on a drone program to use against US citizens Trumps personal wealth increased $3 Billion in this one year. In one year Trump added $1.8 Trillion to the federal deficit in 2025 and $7.2 Trillion in his first 4 year term. Trump placed unqualified armed masked men on the street who ask to see your papers. $14 Billion for ICE immigration detention in 2025. Republican controlled Congress approved $45 Billion for new immigration detention centers. $38 Billon in Elon Musk government contracts DOGE cuts wasted $10 Billion on paid leave for federal workers. Trumps $400 Million White House ballroom project is said to be paid by rich private donors looking for business favors, companies seeking mergers, the crypto folks desire for scam expansion, and it also allows them to pay less taxes because they can deduct their contributions from their taxable income. This will affect the individual taxpayer with reduced public services and increased individual taxes as well as the tax payer paying for the ballrooms expanded maintenance. Small US business importers have paid about $25,000 more per month because of Trump tariffs. Trumps shut down of USAID has led to 600 thousand deaths worldwide, two thirds of them children, with an estimated 14 million deaths possible through 2030. Trump implemented funding cuts for environmental science, scientific research, the EPA, medicine, healthcare, the postal service, National Parks, public broadcasting and education. Hedge fund manager Paul Singer gave $15 Million to Trumps PAC’s and $37 Million to republicans running for congress, he purchased Venezuelan oil company Citgo Oil for cheap in a well-timed transaction - 2 months before the illegal US invasion of Venezuela. He is expected to make billions. 2.2026 Trump announces the closure (for restoration) of the Kennedy Center. Artists cancel scheduled shows due to Trump takeover and restructure of the board of directors and appointment of unqualified leadership. Ticket sales tank... There is MUCH more... Impeach - Depose - Convict - Imprison tRump...

PatientHelicopter123

Epstein, Jack Smith, January 6th, ICE ices taxpayers YEAR ONE - US Taxpayer Pays: $858 Million in ICE signing bonuses, $170 Billion to Stephen Miller Immigration enforcement, $40 billion to Argentinian Farmers, $110 Million for Trump golfing, $30 million for Trump birthday parade, and $40 Million for JD Vance’s 8 vacations, $200 Million for Kristi Noem private jets, $62 Million plane with security detail used for Kash Patel girlfriend visits, $135 Billion in Musk DOGE costs (including Musk getting all your personal info), $500 Billion additional to military, and Trump says $100 to $150 Billion reimbursement to oil companies for repairing Venezuelan infrastructure, $2.5 Billion contract to Peter Thiel owned Palantir Technologies whose tech is used for mass surveillance on US citizens. Plus $2,100 more in taxes paid per year per household for trump tariffs and Pete Hegseths $400 Million retrofitting of Trumps Qatari jet, $6 million for bringing all generals to Washington for a speech, and a $50,000 paint job for his home. Kristi Noem is spending $115 Million on a drone program to use against US citizens Trumps personal wealth increased $3 Billion in this one year. In one year Trump added $1.8 Trillion to the federal deficit in 2025 and $7.2 Trillion in his first 4 year term. Trump placed unqualified armed masked men on the street who ask to see your papers. $14 Billion for ICE immigration detention in 2025. Republican controlled Congress approved $45 Billion for new immigration detention centers. $38 Billon in Elon Musk government contracts DOGE cuts wasted $10 Billion on paid leave for federal workers. Trumps $400 Million White House ballroom project is said to be paid by rich private donors looking for business favors, companies seeking mergers, the crypto folks desire for scam expansion, and it also allows them to pay less taxes because they can deduct their contributions from their taxable income. This will affect the individual taxpayer with reduced public services and increased individual taxes as well as the tax payer paying for the ballrooms expanded maintenance. Small US business importers have paid about $25,000 more per month because of Trump tariffs. Trumps shut down of USAID has led to 600 thousand deaths worldwide, two thirds of them children, with an estimated 14 million deaths possible through 2030. Trump implemented funding cuts for environmental science, scientific research, the EPA, medicine, healthcare, the postal service, National Parks, public broadcasting and education. Hedge fund manager Paul Singer gave $15 Million to Trumps PAC’s and $37 Million to republicans running for congress, he purchased Venezuelan oil company Citgo Oil for cheap in a well-timed transaction - 2 months before the illegal US invasion of Venezuela. He is expected to make billions. 2.2026 Trump announces the closure (for restoration) of the Kennedy Center. Artists cancel scheduled shows due to Trump takeover and restructure of the board of directors and appointment of unqualified leadership. Ticket sales tank...

PatientHelicopter123

Epstein, Jack Smith, January 6th, ICE ices taxpayers YEAR ONE - US Taxpayer Pays: $858 Million in ICE signing bonuses, $170 Billion to Stephen Miller Immigration enforcement, $40 billion to Argentinian Farmers, $110 Million for Trump golfing, $30 million for Trump birthday parade, and $40 Million for JD Vance’s 8 vacations, $200 Million for Kristi Noem private jets, $62 Million plane with security detail used for Kash Patel girlfriend visits, $135 Billion in Musk DOGE costs (including Musk getting all your personal info), $500 Billion additional to military, and Trump says $100 to $150 Billion reimbursement to oil companies for repairing Venezuelan infrastructure, $2.5 Billion contract to Peter Thiel owned Palantir Technologies whose tech is used for mass surveillance on US citizens. Plus $2,100 more in taxes paid per year per household for trump tariffs and Pete Hegseths $400 Million retrofitting of Trumps Qatari jet, $6 million for bringing all generals to Washington for a speech, and a $50,000 paint job for his home. Kristi Noem is spending $115 Million on a drone program to use against US citizens Trumps personal wealth increased $3 Billion in this one year. In one year Trump added $1.8 Trillion to the federal deficit in 2025 and $7.2 Trillion in his first 4 year term. Trump placed unqualified armed masked men on the street who ask to see your papers. $14 Billion for ICE immigration detention in 2025. Republican controlled Congress approved $45 Billion for new immigration detention centers. $38 Billon in Elon Musk government contracts DOGE cuts wasted $10 Billion on paid leave for federal workers. Trumps $400 Million White House ballroom project is said to be paid by rich private donors looking for business favors, companies seeking mergers, the crypto folks desire for scam expansion, and it also allows them to pay less taxes because they can deduct their contributions from their taxable income. This will affect the individual taxpayer with reduced public services and increased individual taxes as well as the tax payer paying for the ballrooms expanded maintenance. Small US business importers have paid about $25,000 more per month because of Trump tariffs. Trumps shut down of USAID has led to 600 thousand deaths worldwide, two thirds of them children, with an estimated 14 million deaths possible through 2030. Trump implemented funding cuts for environmental science, scientific research, the EPA, medicine, healthcare, the postal service, National Parks, public broadcasting and education. Hedge fund manager Paul Singer gave $15 Million to Trumps PAC’s and $37 Million to republicans running for congress, he purchased Venezuelan oil company Citgo Oil for cheap in a well-timed transaction - 2 months before the illegal US invasion of Venezuela. He is expected to make billions. There is MUCH more... Impeach - Depose - Convict - Imprison tRump...

DowntownWpg

I doubt MJ lobby paid Trump $2M+ for that kind of delay. Trump chose to do this for the industry. He could have just had an executive order for the CBD hemp industry and been done with it. In a midterm year he needs to add those cannabis jobs and win easy support from single issue swing voters. A delay makes no sense, as I'm sure additional super PAC money will be flowing shortly after rescheduling is delivered.

PatientHelicopter123

Impeach, Depose, Charge, Convict and Imprison the PEDO. This is ALL a distraction - FOLLOW THE MONEY! Just another market manipulation TACO for tRumps Billionaire buddies and cult followers...Epstein, Jack Smith, January 6th, ICE ices taxpayers YEAR ONE - US Taxpayer Pays: $858 Million in ICE signing bonuses, $170 Billion to Stephen Miller Immigration enforcement, $40 billion to Argentinian Farmers, $110 Million for Trump golfing, $30 million for Trump birthday parade, and $40 Million for JD Vance’s 8 vacations, $200 Million for Kristi Noem private jets, $62 Million plane with security detail used for Kash Patel girlfriend visits, $135 Billion in Musk DOGE costs (including Musk getting all your personal info), $500 Billion additional to military, and Trump says $100 to $150 Billion reimbursement to oil companies for repairing Venezuelan infrastructure, $2.5 Billion contract to Peter Thiel owned Palantir Technologies whose tech is used for mass surveillance on US citizens. Plus $2,100 more in taxes paid per year per household for trump tariffs and Pete Hegseths $400 Million retrofitting of Trumps Qatari jet, $6 million for bringing all generals to Washington for a speech, and a $50,000 paint job for his home. Kristi Noem is spending $115 Million on a drone program to use against US citizens Trumps personal wealth increased $3 Billion in this one year. In one year Trump added $1.8 Trillion to the federal deficit in 2025 and $7.2 Trillion in his first 4 year term. Trump placed unqualified armed masked men on the street who ask to see your papers. $14 Billion for ICE immigration detention in 2025. Republican controlled Congress approved $45 Billion for new immigration detention centers. $38 Billon in Elon Musk government contracts DOGE cuts wasted $10 Billion on paid leave for federal workers. Trumps $400 Million White House ballroom project is said to be paid by rich private donors looking for business favors, companies seeking mergers, the crypto folks desire for scam expansion, and it also allows them to pay less taxes because they can deduct their contributions from their taxable income. This will affect the individual taxpayer with reduced public services and increased individual taxes as well as the tax payer paying for the ballrooms expanded maintenance. Small US business importers have paid about $25,000 more per month because of Trump tariffs. Trumps shut down of USAID has led to 600 thousand deaths worldwide, two thirds of them children, with an estimated 14 million deaths possible through 2030. Trump implemented funding cuts for environmental science, scientific research, the EPA, medicine, healthcare, the postal service, National Parks, public broadcasting and education. Hedge fund manager Paul Singer gave $15 Million to Trumps PAC’s and $37 Million to republicans running for congress, he purchased Venezuelan oil company Citgo Oil for cheap in a well-timed transaction - 2 months before the illegal US invasion of Venezuela. He is expected to make billions. There is MUCH more...

Bg1165

Some have, both directly and indirectly. If you think the powers that be, even if not any US admin don’t have your worst interest in mind then you’re a fool. Clinton did some of the worse work toward it than any of them. And never mind special interest PAC’s, foreign and domestic. They all get rich off this shit and are experts at diversion via division.

Helicobacter

Nothing that can't be fixed by a dono to Trump's PAC

m0nk_3y_gw

Contributed? He didn't just throw money at him. Elon's America PAC ran the entirety of Trump's get-out-the-vote effort in swing states. He sent fake Kamala flyers to Muslim voters in swing states bragging about her Jewish husband. Trump has publicly credited Elon's (Groks?) skills with vote-counting machines with his win. Peter "Greta is the antichrist of the bible" Thiel got Vance on the ticket, but Elon got him elected.

PatientHelicopter123

Epstein, Jack Smith, January 6th, ICE ices taxpayers YEAR ONE - US Taxpayer Pays: $858 Million in ICE signing bonuses, $170 Billion to Stephen Miller Immigration enforcement, $40 billion to Argentinian Farmers, $110 Million for Trump golfing, $30 million for Trump birthday parade, and $40 Million for JD Vance’s 8 vacations, $200 Million for Kristi Noem private jets, $62 Million plane with security detail used for Kash Patel girlfriend visits, $135 Billion in Musk DOGE costs (including Musk getting all your personal info), $500 Billion additional to military, and Trump says $100 to $150 Billion reimbursement to oil companies for repairing Venezuelan infrastructure, $2.5 Billion contract to Peter Thiel owned Palantir Technologies whose tech is used for mass surveillance on US citizens. Plus $2,100 more in taxes paid per year per household for trump tariffs and Pete Hegseths $400 Million retrofitting of Trumps Qatari jet, $6 million for bringing all generals to Washington for a speech, and a $50,000 paint job for his home. Kristi Noem is spending $115 Million on a drone program to use against US citizens Trumps personal wealth increased $3 Billion in this one year. In one year Trump added $1.8 Trillion to the federal deficit in 2025 and $7.2 Trillion in his first 4 year term. Trump placed unqualified armed masked men on the street who ask to see your papers. $14 Billion for ICE immigration detention in 2025. Republican controlled Congress approved $45 Billion for new immigration detention centers. $38 Billon in Elon Musk government contracts DOGE cuts wasted $10 Billion on paid leave for federal workers. Trumps $400 Million White House ballroom project is said to be paid by rich private donors looking for business favors, companies seeking mergers, the crypto folks desire for scam expansion, and it also allows them to pay less taxes because they can deduct their contributions from their taxable income. This will affect the individual taxpayer with reduced public services and increased individual taxes as well as the tax payer paying for the ballrooms expanded maintenance. Small US business importers have paid about $25,000 more per month because of Trump tariffs. Trumps shut down of USAID has led to 600 thousand deaths worldwide, two thirds of them children, with an estimated 14 million deaths possible through 2030. Trump implemented funding cuts for environmental science, scientific research, the EPA, medicine, healthcare, the postal service, National Parks, public broadcasting and education. Hedge fund manager Paul Singer gave $15 Million to Trumps PAC’s and $37 Million to republicans running for congress, he purchased Venezuelan oil company Citgo Oil for cheap in a well-timed transaction - 2 months before the illegal US invasion of Venezuela. He is expected to make billions. There is so MUCH more...

PatientHelicopter123

Epstein, Jack Smith, January 6th, ICE ices taxpayers YEAR ONE - US Taxpayer Pays: $858 Million in ICE signing bonuses, $170 Billion to Stephen Miller Immigration enforcement, $40 billion to Argentinian Farmers, $110 Million for Trump golfing, $30 million for Trump birthday parade, and $40 Million for JD Vance’s 8 vacations, $200 Million for Kristi Noem private jets, $62 Million plane with security detail used for Kash Patel girlfriend visits, $135 Billion in Musk DOGE costs (including Musk getting all your personal info), $500 Billion additional to military, and Trump says $100 to $150 Billion reimbursement to oil companies for repairing Venezuelan infrastructure, $2.5 Billion contract to Peter Thiel owned Palantir Technologies whose tech is used for mass surveillance on US citizens. Plus $2,100 more in taxes paid per year per household for trump tariffs and Pete Hegseths $400 Million retrofitting of Trumps Qatari jet, $6 million for bringing all generals to Washington for a speech, and a $50,000 paint job for his home. Kristi Noem is spending $115 Million on a drone program to use against US citizens Trumps personal wealth increased $3 Billion in this one year. In one year Trump added $1.8 Trillion to the federal deficit in 2025 and $7.2 Trillion in his first 4 year term. Trump placed unqualified armed masked men on the street who ask to see your papers. $14 Billion for ICE immigration detention in 2025. Republican controlled Congress approved $45 Billion for new immigration detention centers. $38 Billon in Elon Musk government contracts DOGE cuts wasted $10 Billion on paid leave for federal workers. Trumps $400 Million White House ballroom project is said to be paid by rich private donors looking for business favors, companies seeking mergers, the crypto folks desire for scam expansion, and it also allows them to pay less taxes because they can deduct their contributions from their taxable income. This will affect the individual taxpayer with reduced public services and increased individual taxes as well as the tax payer paying for the ballrooms expanded maintenance. Small US business importers have paid about $25,000 more per month because of Trump tariffs. Trumps shut down of USAID has led to 600 thousand deaths worldwide, two thirds of them children, with an estimated 14 million deaths possible through 2030. Trump implemented funding cuts for environmental science, scientific research, the EPA, medicine, healthcare, the postal service, National Parks, public broadcasting and education. Hedge fund manager Paul Singer gave $15 Million to Trumps PAC’s and $37 Million to republicans running for congress, he purchased Venezuelan oil company Citgo Oil for cheap in a well-timed transaction - 2 months before the illegal US invasion of Venezuela. He is expected to make billions.

badinvesta

I would rather burn money than donate it to any PAC

TernTheNumbers

every8minutes (Uber *ex as***lt warning PAC) putting up lots of billboards in areas where Waymo operates. Well played, $GOOGL.

mcorliss3456

That’s bush league. The pro move is to expose SAM’s well-hidden funding sources. It’s searchable public information, but their's is clearly well-disguised. I searched and reviewed SAM's IRS Form 990 years ago, and was surprised how little is actually being disclosed…a clear violation of non-profit tax rules. I’d almost guarantee that SAM is violating PAC / non-profit funding disclosure rules, otherwise their entire budget would be listed annually in their IRS Form 990...the required tax returns for non-profits, but it is clearly obfuscated. Lastly, any organjzation that would have that corrupt POS, Patrick Kennedy, on their board is clearly no good.

TheHiveMindSpeaketh

6 years of total return data | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 :--|:--|:--|:--|:--|:--|:-- My portfolio|14.20%|23.53%|(0.71)%|31.58%|13.96%|32.25% Russell 3000|20.89%|25.66%|(19.21)%|25.96%|23.81%|17.15% 6-year CAGR is 18.56% compared to market's CAGR of 14.41% Biggest contributors this year were $OMAB (+58.46%) and $PAC (+50.65%). No big detractors but worst performer was a small position in $SKYH which dropped 25%.

Deeznutzsgotcha

I can clearly hear 2PAC, "They don't give a FUCK about us..."

mcorliss3456

He’s just a lobbyist. He‘ll most definitely be cashing in on the EO with even more aggressive anti-weed PAC fund-raising. Cockroaches like him never go away, unfortunately!

lexi_con

The Department of Homeland Security fast-tracked a contract worth almost $1 billion to a company led by a donor to a pro-Trump nonprofit group where one of the officials overseeing the deal previously worked, according to records reviewed by The Washington Post. That donor, William Walters, leads another company that received a separate $140 million contract from DHS to purchase six Boeing 737 planes to use for deportations, The Post reported last week. The larger contract involves a DHS program called Project Homecoming that offers cash bonuses, free flights and a “concierge service” at airports for departing migrants. The program arose from an executive order on the first day of President Donald Trump’s second term directing DHS to develop policies to encourage immigrants to leave the country voluntarily, a process the administration calls “self-deportation.” The agency said nonpartisan professionals control its contracting decisions. But in the case of the Project Homecoming contract, political appointees coordinated the process, emails obtained by The Post show. That contract went to an Arlington-based company called Salus Worldwide Solutions, according to an official with direct knowledge of the matter. The company was incorporated in June 2023. Its website describes experience coordinating international travel, disaster aid and secure facilities. Salus had never received a federal contract before, according to government spending records. It served as a subcontractor on two State Department contracts, according to a lawsuit challenging the Project Homecoming contract. Walters, the company’s CEO, was a donor to the America First Policy Institute, according to government documentation reviewed by The Post. AFPI does not publicly disclose its donors. The nonprofit recognized Walters as one of three recipients of a “Patriot Award” at its annual gala in November 2024. Walters also gave $10,000 in October 2024 to American Resolve, a super PAC run by allies of Homeland Security Secretary Kristi L. Noem that supported Trump in the presidential election, according to federal campaign finance data. Representatives for the PAC did not respond to an inquiry from The Post. The other company led by Walters, Daedalus Aviation, was incorporated in February 2024. The process leading to that contract was not immediately clear. Federal law prohibits government contractors from contributing to campaigns or political committees. But Walters and his company were not contractors at the time, and the ban does not extend to nonprofit groups. Walters declined to comment through a lawyer, citing ongoing litigation. The Project Homecoming contract is being challenged by a company that alleges it didn’t get a fair chance to compete. In an unsigned statement sent from DHS’s general press mailbox in response to questions from The Post, the agency said that its contracts “are subject to applicable federal procurement laws and oversight, which ensure transparency, competition, and the prudent use of taxpayer funds.” The agency declined to answer specific questions because of the lawsuit challenging the contract. The DHS general counsel’s office said protests of large contracts are common. The office said it reviewed Salus’s interactions with the agency and communications about the Project Homecoming contract and found no legal violations. “There is zero indication that there was any wrongdoing on anyone’s part,” the statement said. Federal contracts are highly regulated to prevent political appointees from using taxpayer money to reward supporters. Ordinarily, federal business opportunities go through a public process of soliciting bids, and the companies that compete for them are usually specialized and experienced. DHS’s statement said “all aspects” of its contracting decisions are “controlled” by career professionals in its procurement office. But according to the lawsuit from the competing company that is challenging the award, as well as an official familiar with the process, DHS officials shared nonpublic information with Salus to help prepare its bid, prompting an investigation by agency lawyers. The company referenced evidence that is under a court-ordered seal. The investigation, which the lawsuit said began in April, found that DHS employees exchanged at least 40 emails with Salus between February and April to discuss the contract, including budget and program specifications. The investigation determined that Salus had an unfair advantage in helping to design the contract it bid on, the competing company said in a Dec. 2 court filing that cited evidence under seal. In an email to The Post, a lawyer for Salus denied that the company received “inside” information. After the investigation, DHS officials decided to change course and conduct an abbreviated competition, with a preselected pool of applicants and a three-day turnaround, according to the court filing and internal communications obtained by The Post. “We are NOT pursuing the ‘intent to sole source’ this contracting activity,” senior DHS official Karen Evans said in a May 8 email to other officials, using a technical term for a noncompetitive process. Evans did not respond to phone calls from The Post. The records show that a DHS official who previously worked at the America First Policy Institute — Rob Law, serving as undersecretary for policy — helped coordinate the competition. An email obtained by The Post from DHS Chief Procurement Officer Paul Courtney states: “Rob Law is leading this effort for the front office,” using a term for the agency’s political leadership. Courtney did not respond to phone calls. In its statement, DHS denied Law’s involvement. “DHS follows strict ethics and recusal protocols, and there was no role for Mr. Law in this procurement action,” the agency said. The process around the Project Homecoming contract adds to a series of spending decisions by Noem and her top adviser, former Trump campaign manager Corey Lewandowski, that congressional Democrats have questioned. The agency awarded a $77 million advertising contract to a company that previously worked with Lewandowski, and $143 million to a Delaware corporation that in turn hired a company run by the husband of Noem’s spokeswoman, Tricia McLaughlin, according to ProPublica. A DHS spokesperson said the agency didn’t choose the subcontractor. Additionally, DHS spent $200 million on two Gulfstream private jets for Noem’s use; the Coast Guard said the jets are not “a perk or luxury — it’s a national security asset.” It is unclear whether Noem approved the fast-track process for Project Homecoming. Officials prepared a memo to notify her about the process, according to communications reviewed by The Post, but the records do not include a response. DHS officials met with a small number of preselected vendors, according to the lawsuit. One other company heard about the opportunity and asked to participate, the lawsuit alleges. Six preselected companies received documentation needed to prepare their proposals on a Friday in mid-May, with a deadline of 10 a.m. the following Monday. The lawsuit was filed in August by CSI Aviation, which had previously worked for DHS operating deportation flights. The suit says CSI contacted DHS asking to participate in the bidding process but never received a response. After Salus was selected, CSI sued, alleging that the agency allowed only “hand-picked” vendors to compete on an “impossibly short” deadline. The government and Salus filed responses under seal on Dec. 9.

Worried_Quarter469

During the election it was a super PAC

1_FCKTRD

In 2024, Trulieve Industries donated approximately $145 million to the "Smart & Safe Florida" political action committee in support of Amendment 3. The other major players in the industry accounted for only 6.3% ($9,162,706). They also have a vested interest in the state because they currently own and operate 203 stores there. Green Thumb contributed a total of $2,259,470. Verano contributed a total of $3.5 million. Cresco contributed a total of $403,236. Curaleaf contributed a total of $3 million. As of late November 2025, the Smart & Safe Florida PAC had collected approximately $25.8 million in contributions for the 2026 campaign. Over 90% of this total came from Trulieve. Don't wait until the day of the election to get involved, like you did last year. Donate your equal share to help get this across the finish line.

Various-Impact6177

Why PAC is up? 

penultimateinsight

Alex Bores is an insane guy. Master's in computer science at Georgia Tech. Worked as an engineer at Palantir and has two software patents. But he quit the game and is now pushing for AI regulation. >The RAISE Act would require large AI companies to publish safety and risk protocols and disclose serious safety incidents. >It applies to companies that have spent more than $100 million in computational resources to train advanced models. >A bipartisan super PAC called Leading the Future announced last week that it will target Alex Bores, a Democratic congressional candidate who has openly championed AI safety legislation in New York by promoting the the Responsible AI Safety and Education, or RAISE, Act. The bill would require large AI companies to publish safety and risk protocols and disclose serious safety incidents. With how well spoken he is, he probably left behind a ton of earnings potential.

PietroLeto

PAC, S&P 500, €200 per month. End. Over time you will learn to understand the markets and move into riskier assets. Exclude cryptos, they have no logic.

AverageNo130

A White House official described the rescheduling process as ongoing and said that “all policy and legal requirements and implications are being considered.” Cannabis industry sources said investor optimism partly centers on Trump’s chief of staff, Susie Wiles...She is described by multiple sources in the cannabis industry as a close friend of Trulieve CEO Kim Rivers. According to the Florida Division of Elections, Trulieve spent more than $100 million supporting a failed ballot measure to legalize recreational cannabis for adults 21 and older. The company reportedly played a key role in securing Trump’s[ backing](https://smartsafeflorida.cmail20.com/t/y-l-mdjjkdl-hlkrhtkduu-y/) for the [initiative](https://www.nbcnews.com/politics/donald-trump/trump-says-will-vote-yes-florida-ballot-measure-legalize-marijuana-rcna170197). For the presidential race, according to Federal Election Commission filings, Trulieve donated $750,000 to Trump’s inauguration committee and another $250,000 to his MAGA Inc. super PAC. Rivers attended two pre-inauguration events, including a dinner for Vice President JD Vance, and reportedly joined a $1 million-a-plate fundraiser at Trump’s New Jersey golf club in August, where she urged him to reclassify marijuana, the Wall Street Journal[ reported](https://www.wsj.com/politics/policy/trump-marijuana-federal-drug-classification-01a73b8c?gaa_at=eafs&gaa_n=AWEtsqcGhNuPnaYkCYaFAvnEDjLa_eAEGuqP2EW9Jce3OFFN_fGuI20b2E-O&gaa_ts=68f92074&gaa_sig=J0i8GTnzuJdpcmmfD_ihrSEv4j1LTSvGXdRjN-lLt3kDBqgshL6n7NpOCbGmcpzL9Bs8G5irc_zCwidhnMQeOQ%3D%3D). And my add...Truth Social is now running ads for cannabis.

Smooth-Wolverine7121

I wonder if hurricane Mellisa that just made landfall in Jamaica will cause any stocks too rally or cause any to fall. What yall think? Puts on PAC & PLYA

Oldmanram1

Agreed ,Or be diversified on the way up, I started in construction, then property management, then property ownership. At the same time I was investing in the stock market and learning along the way, I opened my first investment account at Paine Webber in 1978. I'm now in my 60's , put 3 daughters into college, 2 in there senior years, and my middle daughter, well, she's a glutton for punishment, after graduating from a PAC 10 University in 2023, she was just accepted by Pepperdine's Masters Program. I've had a very blessed life.

I_am_Nerman

That guy donates to Mamdani's PAC

Alarmed-Wish4953

Publicly funded (level playfield) 4 month election cycle for national election. 3 months for state and congressional elections. NO, I mean absolutely NO OUTSIDE MONEY. NO PAC MONEY. NO DARK MONEY. Barbaric jail time for campaign and election violations.

Agitated_Lychee6546

You're not wrong. I've made plenty dumb mistakes in the market and it seems the only choices I've made that have been profitable are the ones others have made too. With companies that put more money in the pockets of super rich men (Musk, Ellison, etc) who then put more money in the hands of right wing and pro-Israel PAC's. I'm done. Money comes and goes, and I'm OK with investing in something that aligns with a future I believe in. Any advice anyone? I need it because I'm dumb 😆

hambone_83

>Trump is only in this for quid pro quo... so unless there are cannabis operators literally lining his pocket, why would he upset his evangelical base? They have done that - I can't post MM articles but go on marijuana moment's website and read the article: Marijuana Industry Political Committee Donated $1 Million To Trump’s PAC, New FEC Filings Show Not only did the top MSOs donate $1M to trump but Kim Rivers attended a $1M dollar plate dinner with Trump So pockets are being lined with Trump. Whether you think that's big enough is another discussion

mcs5280

My local congressman got bought by Zuckerberg's AI-PAC and now there's a giant datacenter next to my house. Thanks Mark!

MitchCurry

OMAB is my go-to. I have CAAP on my watchlist but haven't felt the urge to buy yet. PAC will probably be purchased by me before CAAP.

DowntownWpg

Is it a rumour when eagleman's account released an unaired campaign commercial made by the MAGA super PAC supporting cannabis rescheduling?