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Counterpoint

My preliminary analysis based on the events of the last 48 hours are that despite the US strikes, muted Iranian response, and dubious announcement of a ceasefire— the fundamental strategic situation between Israel, Iran, and the US has not changed.

Israel continues to seek regime change. Iran's nuclear program has apparently not been destroyed. And there is little hope that the United States can resume diplomacy with Iran.

Iran's retaliation and their apparent decision not to withdraw from the NPT or close the Strait of Hormuz is de-escalatory. Trump has clearly preferred a diplomatic resolution throughout the 60-day timetable and the "12-day war."

Israel cannot survive a sustained conflict of this nature with Iran. Which means they will have to escalate their tactics or sue for a temporary ceasefire.

Earlier today, the Washington Post reported that IRGC commanders received a 12-hour ultimatum from Mossad to oppose to Iranian regime or have their families killed. Israel is carrying out the most intense strikes since the war started as we speak, including assassinations.

Is this one last blow before a short reprieve? Or a last-minute sucker punch to provoke Iran into reneging on the ceasefire, assuming there was such an agreement.

Israel's attack on Iran galvanized the public against the West and rallied them to the regime. Are the IRGC assassinations and ceasefire a gambit to leave room for an "organic uprising" to breathe?

There are still conflicting reports on the ceasefire. And why would Iran trust the US and Israel after they broke similar agreements with Hamas and Hezbollah and after the surprise attacks by Israel and the US? The fog of war remains...

Much to consider, but the fact remains that the forces that drove these hostilities remain unchanged, and have probably intensified.

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mexicans are now living in terror of ICE rappelling through their apartment window and you're laughing?

Feds rappelled from Black Hawk helicopters during Chicago raid to target alleged Tren de Aragua gang members.

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They got AI Churches now ☠️
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Influencers

Israel's contract to pay influencers some $7,000 per post is running "right now," journalist Nick Cleveland-Stout tells Glenn Greenwald.

"We don't actually know as of right now who the influencers are," he says. "There's between 14 and 18 influencers that are part of this program."

Cleveland-Stout says he thinks this is "the first real smoking gun" that the Jewish state is "paying influencers to post on behalf of Israel."

🧃🔗

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Electric Bills

🇺🇸🤖🔌 Average US electricity price over the years, per Axios

📝: These AI data centers are going to be a negative influence on the economy in more ways then one.

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🇺🇸 We have our first break in the matrix: Oracle.

A month ago Oracle stock soared after forecasting extraordinary growth: "We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz.

$455B in contract backlog. Multi-billion-dollar deals.

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Oracle’s AI cloud margins are razor-thin around 14 cents of profit for every $1 in Nvidia server rentals.

That’s less than most retail businesses, and in some cases, the company’s actually losing money. The data shows margins fluctuating between 10% and 20%, averaging just 16%.

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10/7/23(pro Israel)

10/7/23(pro Israel)
On this day, we pause to remember the horrific events of October 7, 2023—a day that scarred the soul of Israel and shocked the world. Nearly 1,200 innocent lives were brutally taken. Hundreds of men, women, and children were kidnapped and held hostage; many of whom are now dead. Countless women were subjected to unimaginable cruelty and humiliation before losing their lives. Families were shattered, homes burned to the ground, and entire communities left in grief and devastation.

Yet even in the shadow of such evil, we have witnessed extraordinary courage. We remember the victims, pray for the hostages, and stand steadfast with Israel in her fight for life and freedom.

Am Yisrael Chai — the people of Israel live.

Let’s pray for the return of all of our hostages, the living and dead:

Ariel Cunio
Alon Ohel
Eitan Horn
Avinatan Or
Elkana Bohbot
Evyatar David
Bipin Joshi
Ziv Berman
Gali Berman
David Cunio
Eitan Mor
Maxim Herkin
Omri Miran
Bar Abraham Kupershtein
Guy Gilboa-Dalal...

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