We must migrate electronics assembly, test, & distribution on-shore in the US immediately. (e.g. Starlink) It makes almost zero sense to bring silicon here and send everything back to China / Asia for assembly then back here for distribution / sale …

Project Meridian Did you know that Project Meridian is a 120-day study? Jan 28, 2027 it ends. Elon, Palmer and Newt Gingrich are there to name the gaps we have to work on. Read it all below 👇

A rumor out of Iran says Abbas Araghchi asked the Americans for asylum the week he was in New York, got a preliminary yes, and pulled it two days later. Family problems, he said. The version going around was that his own security detail found out and his sister and family were picked up overnight. That is why he stayed. He was trying to bargain his way out of a case before Rubio told the delegation to get on a plane. I cannot confirm the asylum request. The week on the record is strange enough. Pezeshkian spoke and left. Araghchi stayed, supposedly for indirect talks through Qatar that went nowhere. Axios reported the State Department put a U.S. protective detail on him after reviewing threats. Then Rubio ordered the team out. They flew to Doha at 1:20 in the morning. Tehran denied they had been told to leave. Then he landed, and his sister was dead. Pezeshkian, the roads minister, the atomic energy chief, Qatar, Pakistan, all sending condolences. A funeral photo. No cause. A foreign minister who needs American bodyguards in New York, because he does not trust the men who flew in with him, is not negotiating from strength. He comes home and the person who was supposed to be the leverage is in the ground. The Islamic Republic does not have to announce how these things happen. It just has to make sure the diplomat is the one standing at the grave. No matter what happened, Araghchi's travel to New York and his extra stay and getting thrown out were all very strange. The regime might be closer to falling than we think.

IRAN HALTS TRADING IN SIX OIL REFINERS IRAN SUSPENDED TRADING IN ISFAHAN, BANDAR ABBAS, TEHRAN, TABRIZ, SHIRAZ AND LAVAN REFINERS THROUGH OCT. 14 OVER LATE DISCLOSURE OF MATERIAL INFORMATION. THE SIX HALTS WERE ANNOUNCED WITHIN 16 MINUTES, SUGGESTING A BROADER REFINING-SECTOR ISSUE. IRAN’S OIL EXPORTS HAVE FALLEN TO ABOUT 500,000 B/D IN JULY-AUGUST FROM 2.6 MILLION B/D IN JANUARY, INCREASING PRESSURE ON THE DOMESTIC REFINING SECTOR.

Politico lies or can’t count. The 55th and 67th size contractors (Spacex and Anduril) to the US gov are not the top. But neither of these companies buy ads in Politico so therefore they get unabated lying hit pieces as a result …

The White Sox hot start to the 2026 Postseason continues 🔥

Word is getting out! 👀 @robotaxi

Well done 👍 @MayorFrey … follow the data

Tesla's Q3 report said nothing about Robotaxi, so @CernBasher did the math himself! At 17% weekly growth in paid miles and about 100 miles a day per car, the fleet needs around 450 cars right now. Texas already has 578 registered, including 158 Cybercabs. The catch is that this need doubles every month: about 1,500 cars by the end of November and 3,000 by the end of December. Watch the registrations. October 21 gives us the next data point. $TSLA

“This is literally the greatest thing that’s ever happened to me” “I will never go back” FYI; these PSAs all over social media are 10X more valuable than the marketing and advertising campaign demanded by Gary Black and Ross Gerber. These are unsolicited and unpaid testimonials. Can’t buy it if you tried. 🎥 khaleeahsi on IG

WTF lol 😂

See you in the ALDS

Let’s go! @whitesox

Roger Goodell involved.. yeah the Bears are staying in Illinois

I’m in downtown Austin right now experiencing a torrential downpour and there are Tesla Cybercabs driving around all over the place ☔️

David Kaplan is hearing the Bears could look at the White Sox stadium land. "I'm hearing there is some discussion about whether that is a viable piece of land to build a new Bears stadium." (via @thekapman) Sox lease ends in 2029. The Bears lease ends 2033. Goodell wants IL.

Something has changed in the Apple device trade in process. They’re now asking for multiple separate things to be done that 95% of people will simply miss. Most people know to reset their device before returning. Most will forget to remove “Find my” from the device itself. Combine the reset and find my removal or at least prompt the user to do both upon resetting or just make a “return my device” dedicated soft button in software that does it all… @AppleSupport

Buried in meetings this morning but I can’t seem to find anyone posting $TSLA covered call profit ‘I-told-you-so’ charts on X 🤷🏻‍♂️?????