PAC

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?

Mattagascar

If you consider generous donations to Abbott’s PAC… yes!

dvdmovie1

I don't see this happening, but if you think that's where things are going you look at airports (OMAB, ASR, PAC etc), you look at rails (Groupo Mexico w/their stake in Ferromex, CP), you buy Wal Mart de Mexico SAB, you look at industrial REITs in Mexico (FIBRA Prologis, etc.) Again, I don't see this happening (at least to a signifcant degree), but if you really thought this was going to happen to a signficant degree, logistics is certainly an area I'd be looking at.

Dizzy-Ease4193

at least $1M to is PAC

CardinalNumber

I wonder if they donated to the right super PAC or bought enough of the right crypto to avoid a repeat of this: https://newsroom.aboutrobinhood.com/robinhood-receives-formal-request-from-the-cftc-to-roll-back-the-pro-football-championship-market/.

unl1988

Another post about some horrible act that our government is inflicting on us, I got it, it is bad. But, nobody is saying what is the remedy.  Every post like this should be followed by 3 things a citizen can do to alleviate the situation above.  Hitting the like button or up arrow is absolutely the least anyone can do, and it is ineffective in stopping the nonsense that is happening to our democracy.  If you read a post like this, your comment should be: Donate to this group or PAC.  They are promoting candidates in republican states that can win their election. Donate to anti-gerrymandering funds or groups.  Donate to the DNC or Act Blue.  Donate to legal defense fund XYZ, they are funding the lawyers that are litigating against the policies of 2025 and this administration.  Hitting the like button or echoing that these are Nazis/racists/mysogynist/homophobes/xenophobic is useless.

UsedState7381

He would be going against the HHS and the OLC by extension, not to mention going against all of the MSOs who donated considerably to his PAC. I'm not saying that this would be impossible, but it would be downright moronic and frankly stupid, even by his standards. If he didn't wanted to do any of this, stall tactics would have been the only viable way I could see him saving face.

WayneFookinRooney

The wedding planning PAC will put a stop to that for sure.

DowntownWpg

Trump has soft launched schedule 3 weeks ago on social media. 1. He used his MAGA muppets to bringing up rescheduling weeks ago to gauge reaction. 2. Used them to recommend rescheduling. 3. GuntherEagleman X account released an unaired campaign ad made by the MAGA super PAC encouraging rescheduling. 4. Mentions the intention to reschedule Cannabis at a dinner and to the Scott's CEO as a means of again gauging interest. Project 2025 doesn't mention Cannabis at all. It isn't because it's a contentious issue either, as abortion is brought up in it amongst other things. Terry Cole is brought up as a staunch prohibitionist. In reality his opinions on Cannabis will be whatever Trump tells him they are. Trump is an autocrat and learned to value absolute loyalty above else else from his first term. Pragmatically Cole will go after drugs that kill people as opposed to Cannabis. Rescheduling doesn't open up any new markets anyways - it just frees existing ones in states that allow it. This is an 80/20 issue. An easy win leading into the midterms for a president with a low approval rating.

livefromheaven

Then there’s Trump’s personal views. While Trump’s public posture on marijuana use has softened in recent years, he remains a known teetotaler whose opinions on drug use were dramatically shaped by his late brother’s alcohol addiction. In remarks captured on video in 2018, Trump shared other – unproven – concerns about the drug. “In Colorado, they have more accidents,” Trump said in the video. “It does cause an I.Q. problem.” Proponents of a change have been publicly and privately urging Trump to commit to rescheduling marijuana, arguing it would open research opportunities, create jobs and give clarity to millions of patients in states that have legalized medicinal marijuana, including many veterans. In April, CNN reported that a group backed by the cannabis industry, American Rights and Reform PAC, aired pro-marijuana ads specifically targeting Trump’s TVs at the White House and Mar-a-Lago. The PAC also donated $1 million in March to MAGA, Inc., a Trump aligned super PAC, recent FEC records show. In 2024, the marijuana company Trulieve and the US Cannabis Council contributed a combined $1 million to Trump’s inauguration. Other influential voices have urged action as well. Podcaster Joe Rogan, a key supporter during the presidential campaign, reiterated his call to legalize marijuana on his show last month. And Alex Bruesewitz, the Gen Z Trump adviser who spearheaded the Republican’s courtship of young men last year, has also taken to social media lately to urge for a policy change on marijuana, suggesting it has widespread support. He called rescheduling marijuana a “no brainer.” Nearly 60% of Americans support legalization of recreational marijuana against just 11% of people who think it shouldn’t be legal for any purpose, according to a 2024 Pew Research Center survey. Recent polls suggest the president is at risk of losing support among young men as Rogan and other “manosphere” influencers grow disenchanted by Trump’s return to Washington. A high-profile change in marijuana policy could provide an avenue to win them back. In a memo reported by CNN earlier this year, top Trump pollster Tony Fabrizio and his partners wrote that changing marijuana policy was “an easy way to attract the voters needed to win in 2026, particularly young voters.”

livefromheaven

Over a recent dinner at his private Bedminster, New Jersey, club, as President Donald Trump recounted his move against the country’s top economic statistician and riffed on New York City politics, the conversation turned to a politically potent issue still in flux: loosening federal restrictions on marijuana. “We need to look at that,” Trump acknowledged to the small gathering of donors, according to two people in attendance. “That’s something we’re going to look at.” Nearly a year ago, Trump suggested his return to the White House would usher in a new era for marijuana, one that would make it easier for adults to access safe products and give states greater leeway to pursue legalization. He signaled support for removing marijuana from the same legal category as dangerous narcotics like heroin. The pronouncement set him apart from many of his Republican predecessors and came as Trump courted younger Americans, minority groups and libertarian-leaning voters. But seven months into his second term, Trump’s inaction so far on marijuana remains a notable unkept commitment by a president who has acted swiftly on other campaign pledges. Behind the scenes, the issue has exposed sharp fault lines within Trump’s team. Trump’s top political advisers, who have led an aggressive push to check off campaign promises, have urged action, according to two people familiar with the internal discussions. They have argued that such a move could help bolster Republican support ahead of the midterm elections. Other policy advisers, though, remain wary, cautioning that the moral and legal ramifications of loosening marijuana restrictions could outweigh the potential gains and even backfire politically . In a statement to CNN, White House spokeswoman Abigail Jackson said that when it comes to marijuana, “all policy and legal requirements and implications are being considered.” “The only interest guiding the president’s policy decision is what is in the best interest of the American people,” she said. Intensifying deliberations are happening as mixed signals are being telegraphed publicly on what Trump might do next. Scotts Miracle-Gro CEO James Hagedorn told Fox Business last week that Trump has privately assured him and others “multiple times” that he plans to reclassify marijuana to a less controlled category of substances. The 157-year-old lawn and garden giant has become a leader in the nascent cannabis industry, with a fast-growing hydroponics business that Federal Election Commission records show donated $500,000 to a Trump-aligned super PAC last year. But reforming marijuana policy was noticeably absent from the top objectives recently published by Trump’s newly installed head of the Drug Enforcement Administration, Terrance Cole. Hagedorn said Cole’s recent cannabis snub wasn’t surprising coming from a “career law enforcement guy.” “I think what (Cole) needs to hear is a call from the president or the chief of staff saying, ‘This is a promise he made during the campaign, and promises made are promises kept, ‘” he told Fox Business. That “promise” from Trump, as Hagedorn cast it, arrived in a social media message last year during the closing months of his presidential campaign, when he was aggressively pushing to expand his coalition beyond traditional GOP voters. Writing on Truth Social in September, Trump announced he intended to vote for a ballot measure to legalize recreational marijuana in his home state of Florida. Trump then added that, as president, he would “continue to focus on research to unlock the medical uses of marijuana to a Schedule 3 drug.” Marijuana is currently classified as a Schedule 1 drug – the federal category for illicit substances with “no currently accepted medical use and a high potential for abuse.” Moving it to Schedule 3, which the DEA defines as “drugs with a moderate to low potential for physical and psychological dependence,” is something Trump has said he supports. “As I have previously stated, I believe it is time to end needless arrests and incarcerations of adults for small amounts of marijuana for personal use,” Trump also wrote in the post. He even discussed the topic with Joseph Edgar Foreman, the pro-pot rapper better known as Afroman, when the two both appeared last summer at the Libertarian Party Convention in Washington, DC. For a time, it seemed change could come before the 2024 election. In 2022, President Joe Biden ordered the departments of Justice and Health and Human Services to review whether marijuana should be reclassified. The next year, HHS recommended moving marijuana to Schedule 3 and in 2024 the Department of Justice initiated a new rule to codify the proposal. Biden called the move “monumental” and a “major step.” But momentum stalled and Biden left office before the rule could be finalized. A hearing the DEA scheduled for the day after Trump took office was canceled and hasn’t been rescheduled. In her statement, Jackson, the White House spokeswoman, noted that the current administration is still contending with the process initiated under Biden. One White House official suggested that executive action is unlikely until that is settled. The DEA did not respond to questions from CNN. Trump’s remarks at the recent Bedminster donor dinner underscore the expectation that the president, not anyone else, will ultimately decide whether to overhaul decades of marijuana policy in the United States. Privately, the White House has spent months researching whether and how to move ahead. Chief of Staff Susie Wiles requested affected agencies to weigh in and their responses, compiled by Trump’s Domestic Policy Council, now sit in a report on her desk, two people with knowledge of the report told CNN. One issue raised in ongoing deliberations is whether reclassifying marijuana would undermine law enforcement’s ability to use the smell of marijuana as probable cause for stops and searches, one of the people said. For Trump, whose tough-on-crime platform has emphasized empowering police to pursue drug offenders, that concern could emerge as a flashpoint.

Ok_Appointment_8166

The boglehead mindset is that no one can predict the future so there is no point in guessing about which company will do better or worse than the priced-in expectations of their individual stocks. The moral/ethical side might be an amusing path to take, but I don't think we know enough to make that call. I'd guess \_all\_ of the technology companies are getting under-the-table money from government intelligence agencies (and maybe more than one government) for surveillance on citizens and who knows how many are in the weapons business. And most of the bigger companies probably contribute to political PAC's that I disagree with. Not much left.

Smurph269

I could see a scenario where employers push employees to allocate some or all of their 401ks to a company controlled fund that they use to get themselves better deals. When I was at a defense contractor, they pressured us to conribute a portion of our paychecks to a PAC they used for lobbyists to try to win contracts. I could see "You give us 20% off our costs, and I'll have our 401k fund buy $10M of corporate bonds from you".

Barbercraft

Cannabis PAC donated a mill to a MAGA PAC

volckerwasright

"A marijuana industry-funded political committee donated $1 million to President Donald Trump’s MAGA Inc. super PAC in the first half of this year, according to newly published Federal Election Commission (FEC) filings. The American Rights and Reform PAC, which launched in 2023 under a different name, Legalize America, took in money from multiple cannabis companies to support its work, which included ads released in May that attacked former President Joe Biden’s marijuana policy record in an apparent attempt to push Trump to go further on the issue. But beyond the ads, the cannabis PAC separately contributed $1 million to MAGA Inc., describing it as a “donation,” the FEC documents show." published <2 min ago

DowntownWpg

This 100%. Need to be pragmatic and pay attention to changes. MAGA muppets on X all parroting the same narrative of pro rescheduling and the GuntherEagleman account releasing a MAGA super PAC unaired campaign commercial on rescheduling? Sorry can't ignore that. Now if we can get Nancy Pelosi to buy some leaps...

KAI5ER

**Receipts that tie** u/GuntherEagleman **to “MAGA Inc.”** |Proof point|What you can see|Source| |:-|:-|:-| |**1. The “managed by” disclosure lives in bios the PAC controls**|**“Managed by Make America Great Again Inc.”**The official u/MAGAIncWarRoom account’s bio reads: – the exact language we’ve flagged.|[Instalker](https://www.instalker.org/MAGAIncWarRoom?utm_source=chatgpt.com)( )| |**2. Third‑party scrapers captured the** ***same*** **line for Gunther**|**Gunther Eagleman™ … 1.5 M followers … Managed by Make America Great Again Inc · MAGA War Room**Multiple TwStalker snapshots list the profile block:“ .”|[ngntipkolamrenang.twstalker.com](https://ngntipkolamrenang.twstalker.com/Cat04892554?utm_source=chatgpt.com)( )| |**3. “Gunther” is woven into MAGA Inc.’s tweet network**|Scroll any given day and you’ll find cross‑retweets: u/MAGAIncWarRoom amplifies Gunther’s posts and vice‑versa (see the ‑War Room retweet of Gunther on the same TwStalker page).|[Instalker](https://www.instalker.org/MAGAIncWarRoom?utm_source=chatgpt.com)( )| |**4. Politico & others describe MAGA Inc.’s influencer army**|**before**Reporting on the super‑PAC’s digital strategy says it seeds short “issue spots” through large meme accounts paying for broader ad buys – exactly how the Schedule III clip surfaced via Gunther.|| **Why the bio line sometimes disappears in live view** * X/Twitter bios are editable and MAGA Inc. often *rotates wording* after test campaigns to dodge paid‑political disclaimers. * Third‑party scrapers (TwStalker, Instalker) cache earlier versions even after the account owner tweaks the live bio. **Bottom line:** * We have **direct text evidence** (cached bios) + **behavioral evidence** (exclusive cross‑posting with the PAC’s official handle) + **independent media reporting** that MAGA Inc. uses influencer nodes to trial‑balloon messages. * Together that’s pretty solid proof the Gunther account is, at minimum, **operated or contracted by Make America Great Again Inc.** and not an unrelated rando.

DowntownWpg

Make America Great Again Inc. is an American super PAC that supports Donald Trump, they are tagged in the ad. I doubt a known influencer would make a fake ad like that and risk being sued. No...it was given to them.

bobrobor

Is called a PAC

Low-Fig-9879

PAC MAN delivered 😂😁😁

Bumskelper

Getting their donations from the L33t54Lyf3 PAC

MarcatBeach

That is why my money is on this turning into a PAC. a Soros type project. except focused on Tesla getting EV credits back.

MarcatBeach

A Centrist party is not a bad idea. but that is not Elon's new project. that is why it will end up being a PAC.

chickagokid

Fair but Musk is more like a founder rather than someone who climbed the corporate ladder to leadership. Luck very much played a part in Musk’s success but there’s something to be said for his stubbornness as well. I wish I had his will to do whatever he sets his mind too albeit, I would hope I wouldn’t waste time with nonsense like this. My money’s on him putting together a PAC rather than a new party in the long run but who knows.

MarcatBeach

He is creating a PAC. the party will never materialize. On one hand he says it is for the moderates but then the party says they are for sound fiscal conservative policy. so it is both the Tea Party and a Moderate party. nonsense.

AdventurousLoss3794

Ad hominem attack followed by absolute gibberish. So I am an antisemite because I don’t support Americans dying and laying for another foreign country’s security, which happens to be predominantly Jewish? What’s next I am racist because I don’t support American involvement in Rwanda’s civil war? Egypt’s ruling class wants to make peace with Israel, the population doesn’t. We have been paying off these dictators and monarchs to make peace with Israel on our dime since Israel’s creation. Most of our billionaire class happens to be Jewish, and based on your logic criticizing them would also make you an antisemite, which would be ludicrous. I will give you credit that the social contract is broken and we need to take our country back. The enemy isn’t China, or Middle East or Russia, it’s homegrown elites who have robbed - and continue to rob - the country blind. The low hanging fruit is a foreign country’s PAC which has infiltrated our political system to put politicians in power that don’t have America’s interest at heart. Let’s start there….

SuspiciousStress1

Quick take #3 is off by....ALOT All defense industries have a PAC that employees are "encouraged" to contribute to with direct debit from paychecks, funds are distributed based on what is best for the company. At the end of the year the company will gift a charity of your choice in the same amount(maybe double?)your political PAC contributions Its worded differently, each tier of political participation has a donation gift to the charity of your choice, plus other gifts given to all participants(shirts, backpacks, etc etc)

Competitive_Ride

🥭probably going to meet up with everyone lobbying him at his PAC dinner and then decide. He didn’t want to make a decision because he can charge 1-5 million for people to meet him over the weekend

Complex-Tension8760

I got my PAC's mixed up

BIGDADDYHANIN

This is where the rubber meets the road boys, check it out. Super PAC American Israel Public Affairs Committee — the most influential pro‑Israel lobbying group in Washington AIPAC-backed candidates: **361 winners in 2024**, backed by over **$53 million in direct and independent support**

ModeForJoe

"Would you like to round up to support my friend's local PAC that lobbies the town politicians to prevent approvals for building new starter homes that you'd benefit from?"

Competitive_Ride

They should’ve started a PAC as soon as citizens united happened.

iD-10T_usererror

"The rapid relationship repair..." What repair? This is what the market and media is blissfully inventing. Trump has made it clear he is not talking to Elon. He said it was "*nice*" that Elon is now backtracking his drug-fueled posts. Has anyone ever seen Trump to be a "let bygones be bygones" person? Hell no. Watch the old 1992 interview of him talking about how much he likes to get revenge on people that betray him and loyalty. Elon's public betrayal of Trump will not go unpunished. Elon is either going to have to pony up another \~$100M to Trump's super PAC or face consequences. The cult-of-Elon believes he is all powerful. Trump is the POTUS. And one that likes to stretch the rules as far as possible. He has the whole GOP in his pocket. All of Elon's companies depend heavily on government contracts, regulatory approvals, and subsidies. Furthermore, Elon's tangled web of businesses and finances are all being leveraged to prop up the whole house of cards. If Tesla shares struggle, that directly impacts Elon's ability to use it as collateral for financing his widespread efforts. For example, if the GOP decides to get rid of carbon offset credits Tesla sells to other ICE automakers, they become a company that operates deep in the red (\~30% of their total revenue). Forget the paltry EV credit that is already going bye bye. Trump could crush Elon with one move. The reverse is not true. And he might just do that to prove that he can...

creemeeseason

For what its worth, I still think OMAB is cheap. They just barely passed their pre Mexican government scare price from late 2023. They still have that negotiation pending, which was a huge catalyst for PAC. Plus, Monterrey is on the cusp of a lot of growth. All that at 14x forward earnings (which are probably understating the business), a gigantic moat, 3-4% dividends.....

TheHiveMindSpeaketh

Trimming my top positions ($TTWO, $PAC, $OMAB) for the first time in a while as valuations have gone from very attractive to reasonable. Shifting the cash to some more speculative positions in $SKYH and $PERF. Also still researching $YOU