Most recent unrolls from @ThreadReaderApp
0/ 💥Asymmetric Warfare💥
A quick discussion, and why it’s relevant to understand legality of US actions in Venezuela.
How this is applicable in the defense of modern nations against threats hiding in the shadows and operating with intent to harm, disrupt and destroy:
A quick discussion, and why it’s relevant to understand legality of US actions in Venezuela.
How this is applicable in the defense of modern nations against threats hiding in the shadows and operating with intent to harm, disrupt and destroy:
🧵 1/ Asymmetric warfare is descriptive of conflicts where one side leverages unconventional tactics, technology gaps, or indirect methods to offset a stronger opponent’s conventional military superiority.
Think guerrillas vs. armies, cyber hacks vs. tanks, or proxy forces vs. direct invasions. It’s not new historically, from Vietnam’s tunnels to Afghan mujahideen, but in the modern era, it’s amplified by globalization, tech, and non-state actors who blur lines between war, crime, and terrorism.
Think guerrillas vs. armies, cyber hacks vs. tanks, or proxy forces vs. direct invasions. It’s not new historically, from Vietnam’s tunnels to Afghan mujahideen, but in the modern era, it’s amplified by globalization, tech, and non-state actors who blur lines between war, crime, and terrorism.
2/ Why’s this relevant to US actions in Venezuela?
Recent events show the US executing a targeted operation to capture Nicolás Maduro and disrupt his regime’s networks, framed as a response to years of asymmetric aggression.
Maduro’s government wasn’t launching missiles at Florida; instead, it allegedly facilitated drug cartels (like the Cartel of the Suns), harbored terrorists, and enabled election interference via tech exports. Killing Americans indirectly through fentanyl floods, cyber ops, and destabilization. This isn’t “invasion” in the classic sense; it’s asymmetric counterpunch, using special ops, intel, and guile to neutralize threats without full occupation.
Recent events show the US executing a targeted operation to capture Nicolás Maduro and disrupt his regime’s networks, framed as a response to years of asymmetric aggression.
Maduro’s government wasn’t launching missiles at Florida; instead, it allegedly facilitated drug cartels (like the Cartel of the Suns), harbored terrorists, and enabled election interference via tech exports. Killing Americans indirectly through fentanyl floods, cyber ops, and destabilization. This isn’t “invasion” in the classic sense; it’s asymmetric counterpunch, using special ops, intel, and guile to neutralize threats without full occupation.
SÜMELÂ’DA AYİN.
TRABZON ÜZERİNDE OYNANAN KİRLİ OYUNLAR!
Trabzon- Sümelâ Manastırına âyin yapmak için gelen Yunanlı turistlerin tamamı Yunan İstihbaratının elâmanları olup, asıl maksatları âyin olmayıp, ‘’HAYALİ PONTUS DAVALARININ’’ propagandasını yaparak,
TRABZON ÜZERİNDE OYNANAN KİRLİ OYUNLAR!
Trabzon- Sümelâ Manastırına âyin yapmak için gelen Yunanlı turistlerin tamamı Yunan İstihbaratının elâmanları olup, asıl maksatları âyin olmayıp, ‘’HAYALİ PONTUS DAVALARININ’’ propagandasını yaparak,
1-+++Sümelâ üzerinden kirli davalarını dünya efkârına duyurmaktır.
Trabzon'un Fetih tarihini, ne Trabzon Vâlisi, ne Milletvekilleri, ne Belediye, ne de en tepe noktada ki Muhteremler bilmiyorlar!
Eyyy ağalar, beyler;
Madem Ayasofya kılıç hakkıdır o zaman Sümela nedir?
Trabzon'un Fetih tarihini, ne Trabzon Vâlisi, ne Milletvekilleri, ne Belediye, ne de en tepe noktada ki Muhteremler bilmiyorlar!
Eyyy ağalar, beyler;
Madem Ayasofya kılıç hakkıdır o zaman Sümela nedir?
2-Sümelâ Manastırı Yunan için, hayâli Pontus’a giden yolun ilk kilometre taşından ibâret stratejik bir üstür. Bu yüzden mübadeleyi tersine çevirme yolu arıyorlar.Papazlar ve Yunan istihbarat elemanları, İnanç Turizmi mavalıyla Trabzon'u işgâl provaları yapmaktayken biz uyuyoruz!
A lot of people have been spouting off that the failure of Air Defense in Venezuela means Chinese air defense is 💩.
Just...no. S-300's arrived in the Fall of 2025.
That isn't enough time to train competent operators, be they Cuban, Venezuelan, Russian or Chinese.
1/
Just...no. S-300's arrived in the Fall of 2025.
That isn't enough time to train competent operators, be they Cuban, Venezuelan, Russian or Chinese.
1/
Job training for a PATRIOT fire control enhanced operator requires 10 weeks of Basic Combat Training and 20 weeks of Advanced Individual Training with on-the-job instruction.
Russian S-300 are far worse than Patriot in terms of human interface & "plug and play" maintenance.
2/
Russian S-300 are far worse than Patriot in terms of human interface & "plug and play" maintenance.
2/
They were literally designed to be operated by drafted Ukrainian university educated STEM students.
The Maduro regime didn't trust anyone from the Venezuelan middle class to operate the oil industry, let alone Russian and Chinese air defense equipment.
3/
The Maduro regime didn't trust anyone from the Venezuelan middle class to operate the oil industry, let alone Russian and Chinese air defense equipment.
3/
We are more than $38 trillion in debt. The American people elected Republicans to cut spending and eliminate left-wing waste in the budget. H.R. 6938 does none of this, which is why I voted NO today.
Not only does this “minibus” fail to reduce spending, but it is also packed with Democrat earmarks and socialist pet projects that federal tax dollars have no business financing. Here are just a few examples... 🧵
Not only does this “minibus” fail to reduce spending, but it is also packed with Democrat earmarks and socialist pet projects that federal tax dollars have no business financing. Here are just a few examples... 🧵
❌ $1,031,000 for a “Climate Corps Fellowship”, a Green New Deal scam pushed by the @RepPressley
❌ $450,000 to an opera house that regularly features LGBT, drag, and cabaret shows This venue is currently hosting auditions for “Cabaret (1998)” where actors are being asked to wear Nazi armbands, give the “heil” salute, and participate in “sexual situations with all genders." @ChrisCoons
Troy Fitrell, President Donald Trump’s top diplomat for Africa, will leave the State Department at the end of the month, according to U.S. officials. Jonathan Pratt, the deputy assistant secretary in the Bureau of African Affairs, will assume the role on an acting basis.
1)
1)
Fitrell is a career Foreign Service officer and previously served as U.S. ambassador to Guinea.
Exclusive: Africa CDC hires State Department’s Fitrell to survive Trump’s global health shift
3)
Exclusive: Africa CDC hires State Department’s Fitrell to survive Trump’s global health shift
3)
Top Africa official Troy Fitrell brings intimate knowledge of Trump policy to the African Union’s health agency.
4)
4)
Después de 2 años usando ChatGPT, puedo decir que es la tecnología que más ha revolucionado mi vida, junto con Internet.
Así que aquí tienes 10 prompts que han transformado mi día a día y que podrían hacer lo mismo por ti :
Así que aquí tienes 10 prompts que han transformado mi día a día y que podrían hacer lo mismo por ti :
⚠️ Antes de empezar, solo quería avisarte que junto con @adamaestr0_
y @ecommartinez, hemos reunido y categorizado 900+ herramientas de IA!
Es un verdadero diccionario IA para tu vida diaria.
¡Y es gratis! 👇
alejoxadam.beehiiv.com/c/900-herramie…
y @ecommartinez, hemos reunido y categorizado 900+ herramientas de IA!
Es un verdadero diccionario IA para tu vida diaria.
¡Y es gratis! 👇
alejoxadam.beehiiv.com/c/900-herramie…
1. Investigación
Mega prompt:
Eres un analista de investigación experto. Necesito una investigación exhaustiva sobre [TEMA].
Por favor, proporciona:
1. Conclusiones clave de los últimos 12 meses
2. Datos y estadísticas con fuentes
3. Opiniones y citas de expertos
4. Tendencias emergentes y predicciones
5. Puntos de vista controvertidos o debates
6. Implicaciones prácticas para [SECTOR/PÚBLICO]
Formatea como un informe ejecutivo con secciones claras. Incluye enlaces a las fuentes de todas las afirmaciones.
Contexto adicional: [TUS NECESIDADES ESPECÍFICAS]
Mega prompt:
Eres un analista de investigación experto. Necesito una investigación exhaustiva sobre [TEMA].
Por favor, proporciona:
1. Conclusiones clave de los últimos 12 meses
2. Datos y estadísticas con fuentes
3. Opiniones y citas de expertos
4. Tendencias emergentes y predicciones
5. Puntos de vista controvertidos o debates
6. Implicaciones prácticas para [SECTOR/PÚBLICO]
Formatea como un informe ejecutivo con secciones claras. Incluye enlaces a las fuentes de todas las afirmaciones.
Contexto adicional: [TUS NECESIDADES ESPECÍFICAS]
Raport o pracy ⚖️ Skala
Począwszy od jutra, na rynek kryptowalut będzie miała wpływ seria wydarzeń makroekonomicznych i regulacyjnych o dużym znaczeniu. Pierwszy to jutrzejszy raport o rynku pracy, drugi wydruk CPI i wreszcie głosowanie MSCI. Ta kombinacja katalizatorów będzie skierowana do konkretnych sektorów i projektów.
📅 Kalendarz makro
9 stycznia • Płace poza rolnictwem, raport o zatrudnieniu
13 stycznia • Wskaźnik CPI
15 stycznia • Głosowanie MSCI
26 stycznia • Zamówienia na dobra trwałe
28 stycznia • Spotkanie FOMC, cięcie stóp
29 stycznia • PCE
Po przeanalizowaniu wszystkich możliwych wyników jeden ze scenariuszy zdecydowanie faworyzuje sektor sztucznej inteligencji.
W przypadku wzrostu bezrobocia, sygnalizującego osłabienie rynku pracy, ALE w tym samym czasie płace poza rolnictwem pokazują siłę zatrudnienia, to ten wariant wskazuje na to, że sztuczna inteligencja rozwija się, podczas gdy szersza gospodarka słabnie. Warto zauważyć, że ok. 18% wzrostu liczby miejsc pracy w NFP jest powiązane z wysoko produktywnymi segmentami technologicznymi i quasi-technologicznymi.
Począwszy od jutra, na rynek kryptowalut będzie miała wpływ seria wydarzeń makroekonomicznych i regulacyjnych o dużym znaczeniu. Pierwszy to jutrzejszy raport o rynku pracy, drugi wydruk CPI i wreszcie głosowanie MSCI. Ta kombinacja katalizatorów będzie skierowana do konkretnych sektorów i projektów.
📅 Kalendarz makro
9 stycznia • Płace poza rolnictwem, raport o zatrudnieniu
13 stycznia • Wskaźnik CPI
15 stycznia • Głosowanie MSCI
26 stycznia • Zamówienia na dobra trwałe
28 stycznia • Spotkanie FOMC, cięcie stóp
29 stycznia • PCE
Po przeanalizowaniu wszystkich możliwych wyników jeden ze scenariuszy zdecydowanie faworyzuje sektor sztucznej inteligencji.
W przypadku wzrostu bezrobocia, sygnalizującego osłabienie rynku pracy, ALE w tym samym czasie płace poza rolnictwem pokazują siłę zatrudnienia, to ten wariant wskazuje na to, że sztuczna inteligencja rozwija się, podczas gdy szersza gospodarka słabnie. Warto zauważyć, że ok. 18% wzrostu liczby miejsc pracy w NFP jest powiązane z wysoko produktywnymi segmentami technologicznymi i quasi-technologicznymi.
Przede wszystkim, wskaźnik stopy bezrobocia, musi wskazywać na słabnący rynek pracy, aby zasygnalizować impuls wzrostowy w piątek. Wskaźnik NFP, to katalizator wtórny, określający sektory i projekty pozycjonowane pod kątem wzrostów.
Stopa bezrobocia ⚖️ Skala
🟢 Byczy • Bezrobocie > 4,6%
Wpływ FED:
- Presja na stymulację idzie w górę
- Oczekiwania dotyczące cięcia stóp procentowych są silniejsze
- Rentowność obligacji skarbowych dryfuje niżej
Połączenie z MSCI.
Kapitał instytucjonalny obraca się w kierunku:
– aktywów generujących dochód (yield-bearing)
– instrumentów zatwierdzonych w ramach indeksów
– projektów zgodnych regulacyjnie
Głosowanie MSCI będzie filtrować kapitał instytucjonalny do konkretnych sektorów. "Zwycięzcy" MSCI zdefiniują najsilniejsze projekty na I kwartał 2026r.
Wpływ na rynek krypto
– apetyt na ryzyko poprawia się selektywnie
– kapitał preferuje realny dochód (real yield)
– wysokiej jakości Layer1 mogą rozpocząć powolne odbicie, podczas gdy DeFi oraz AI doświadczą najsilniejszych wzrostów
Faworyzowane sektory
– RWA (aktywa ze świata rzeczywistego)
– DeFi oferujące dochód
– instytucjonalne pożyczki i lending zgodne z regulacjami
– sektor AI
– systemy płatnicze i infrastruktura bankowa
– projekty skalujące Ethereum, które wpisują się w powyższe narracje
Obserwowane: Virtuals
Render
ZKPass
STBL
Brevis
Avantis
KTA
🟢 Byczy • Bezrobocie > 4,6%
Wpływ FED:
- Presja na stymulację idzie w górę
- Oczekiwania dotyczące cięcia stóp procentowych są silniejsze
- Rentowność obligacji skarbowych dryfuje niżej
Połączenie z MSCI.
Kapitał instytucjonalny obraca się w kierunku:
– aktywów generujących dochód (yield-bearing)
– instrumentów zatwierdzonych w ramach indeksów
– projektów zgodnych regulacyjnie
Głosowanie MSCI będzie filtrować kapitał instytucjonalny do konkretnych sektorów. "Zwycięzcy" MSCI zdefiniują najsilniejsze projekty na I kwartał 2026r.
Wpływ na rynek krypto
– apetyt na ryzyko poprawia się selektywnie
– kapitał preferuje realny dochód (real yield)
– wysokiej jakości Layer1 mogą rozpocząć powolne odbicie, podczas gdy DeFi oraz AI doświadczą najsilniejszych wzrostów
Faworyzowane sektory
– RWA (aktywa ze świata rzeczywistego)
– DeFi oferujące dochód
– instytucjonalne pożyczki i lending zgodne z regulacjami
– sektor AI
– systemy płatnicze i infrastruktura bankowa
– projekty skalujące Ethereum, które wpisują się w powyższe narracje
Obserwowane: Virtuals
Render
ZKPass
STBL
Brevis
Avantis
KTA
▶️ Auch für Trump-Anhänger scheint die Grenze überschritten
Tötung von Renee Good in Minneapolis
‼️Gegen die brutale Realität hilft auch keine Trump-Propaganda‼️
Kommentar von Leon Holly
share.google/pRxQsClUjvhJnN…
Tötung von Renee Good in Minneapolis
‼️Gegen die brutale Realität hilft auch keine Trump-Propaganda‼️
Kommentar von Leon Holly
share.google/pRxQsClUjvhJnN…
Nach den tödlichen Schüssen eines ICE-Beamten zeigt sich,
ob die Rechten in den USA wirklich jede Lüge kaufen. Es sieht nicht danach aus.
‼️Realität gegen Propaganda:
Die Videos der Tat verbreiten sich rasch im Netz.
ob die Rechten in den USA wirklich jede Lüge kaufen. Es sieht nicht danach aus.
‼️Realität gegen Propaganda:
Die Videos der Tat verbreiten sich rasch im Netz.
Und jeder, der zwei Augen und ein Hirn hat, kann darin erkennen, dass Good keineswegs versucht, den Cop zu überfahren, sondern an ihm vorbeilenkt.
Das Argument, er habe aus Notwehr geschossen, ist also „Bullshit“, wie Minneapolis’ Bürgermeister Jacob Frey sagt –
Das Argument, er habe aus Notwehr geschossen, ist also „Bullshit“, wie Minneapolis’ Bürgermeister Jacob Frey sagt –
A lot of people are unfamiliar with 4chan's /pol/ board, where Q first started posting. Nobody is more familiar with shills than /pol/, because nobody is more plagued by shills than /pol/ (except maybe Reddit--the difference is that they don't see or fight it).
These archives only go back to 2013; I've been going to 4ch intermittently since around 2005. It was the first best place to find memes; later it became the only place where you could vent without fear (as an anonymous poster).
archive.4plebs.org/pol/
archive.4plebs.org/pol/
Here are some search results on "ZOG" from the time the archive started until the start of 2014:
archive.4plebs.org/pol/search/tex…
archive.4plebs.org/pol/search/tex…
Since 2020, when police murdered George Floyd, Breonna Taylor, and more than 1,100 other people, more Americans have questioned the role and practices of police in society – and hoped for meaningful reform.
So, what does the state of policing look like now, 6 years later? 🧵
So, what does the state of policing look like now, 6 years later? 🧵
➡️ For starters, 2022 data show that fewer people are experiencing police contact, but the system is still plagued with issues, including racial disparities in police interactions, misconduct, and use of force.
prisonpolicy.org/blog/2024/12/1…
prisonpolicy.org/blog/2024/12/1…
➡️ The number of people killed by police has been increasing.
In 2024, 1,379 people were killed by police – the highest number on record. This is the direct result of policies & practices that enable and encourage police violence.
mappingpoliceviolence.org
In 2024, 1,379 people were killed by police – the highest number on record. This is the direct result of policies & practices that enable and encourage police violence.
mappingpoliceviolence.org
Veteran of the 24th Brigade, Petro Buryak: We cleared the area, then a drone hit. I lost my memory. In a coma I fought for my life.
I don’t remember my five clinical deaths, only fragments. I flatlined near Mykolaiv and was revived there and twice more in Odesa — Suspilne Lviv1/
I don’t remember my five clinical deaths, only fragments. I flatlined near Mykolaiv and was revived there and twice more in Odesa — Suspilne Lviv1/
Petro Buryak: My wife brought me out of the coma. Inside it I felt lightness and struggle, searching for a way back.
I remember rising above my body on the table—pain everywhere, no one hearing me. Then I floated free, lighter than a feather, no pain at all.
2/
I remember rising above my body on the table—pain everywhere, no one hearing me. Then I floated free, lighter than a feather, no pain at all.
2/
Petro Buryak: I don’t remember my five clinical deaths as events—only fragments. I don’t know which was first or fifth.
In Mykolaiv and on the road to Odesa the convoy stopped because I flatlined. They revived me there, and twice more in Odesa.
3X
In Mykolaiv and on the road to Odesa the convoy stopped because I flatlined. They revived me there, and twice more in Odesa.
3X
Beatings with batons. A bag over her head. Rags instead of sanitary pads. Threats to “send home only her bones.”
She was detained less than a month after childbirth.
This is the story of Inna, who survived Olenivka — Suspilne. 1/
She was detained less than a month after childbirth.
This is the story of Inna, who survived Olenivka — Suspilne. 1/
On Feb. 24, 2022, Inna was withdrawing cash when her husband Valentyn, wounded and on rehab leave, returned to the front.
It was their last meeting.
Inna has served in the military since 2016 as a cook and was on maternity leave after giving birth shortly before the invasion.2/
It was their last meeting.
Inna has served in the military since 2016 as a cook and was on maternity leave after giving birth shortly before the invasion.2/
On March 19, Russian “police” came to her home after a denunciation by her godmother.
They knew the family was military.
Inna admitted her service, showed her newborn, and said the baby would stay with her mother.
She was taken away. Her captivity lasted 14 months. 3/
They knew the family was military.
Inna admitted her service, showed her newborn, and said the baby would stay with her mother.
She was taken away. Her captivity lasted 14 months. 3/
On January 6, Roger Froikin @rlefraim wrote, "Today is January 6, and five years ago, January 6, the great lie started and still seems to be out there.
1)
1)
Early this morning, listening to the radio in the car, the news reported “This is January 6, the 5th anniversary of the attack on Congress initiated by Donald Trump that killed 5 police officers.”
The lie: That Trump told the crowd to be violent.
2)
The lie: That Trump told the crowd to be violent.
2)
The truth: Trump told the crowd to protest peacefully & legally.
But when Smith presented “evidence” to the grand jury, he showed them videos—omitting what Trump actually said. And when the legacy media played the speech, they omitted when Trump said, “Peaceably and legally.”
3)
But when Smith presented “evidence” to the grand jury, he showed them videos—omitting what Trump actually said. And when the legacy media played the speech, they omitted when Trump said, “Peaceably and legally.”
3)
My holiday break is quickly coming to an end. So, I think it's time to power on the retro PCs that I have yet to power on recently. I am sure this will go flawlessly 😂. Let's do most of this, in real time, in a 🧵 here!
Alright, you've already seen the first three. My trusty, original 486DX4/100 powered right up, as did the Packard Bell Multimedia 601 Pentium 233 MMX
How about the Kehtron 486 DX/50? Weeelll.. the front seven segment display needed reconnected (I really should fix this permanently), and the sound card was being a pain, but I moved it over one slot and it is now working!
FLASH: Sen Thom Tillis (R-NC) is on Senate floor and he's about to make a motion for "unanimous consent" to expedite the hanging of the January 6th plaque at the Capitol
To honor the police heroes
To honor the police heroes
Sen. Jeff Merkley (D-OR) speaks first: "In 2022, we passed a law .. saying we'd hang this plaque"
"I'm here to team up with my colleague from North Carolina to have a strategy to make sure we *do* have this plaque up"
"I'm here to team up with my colleague from North Carolina to have a strategy to make sure we *do* have this plaque up"
Sen. Thom Tillis (R-NC) is now speaking. He recalls that he was on floor in Senate chamber on Jan 6.
Tillis says prior law requiring Jan 6 plaque had a "technical" issue that requires clarity. He says issue can be quickly cured
(MORE)
Tillis says prior law requiring Jan 6 plaque had a "technical" issue that requires clarity. He says issue can be quickly cured
(MORE)
Roger Froikin @rlefraim wrote:
"SHABBAT SHALOM
PARSHAT SHEMOT
Exodus 1:1–6:1
Someone mentioned to me “Reuven, you like to relate the stories of the Torah to lessons for today, but Shemot is simple a narrative of what happened in Egypt and the beginning of the Moses story”
1)
"SHABBAT SHALOM
PARSHAT SHEMOT
Exodus 1:1–6:1
Someone mentioned to me “Reuven, you like to relate the stories of the Torah to lessons for today, but Shemot is simple a narrative of what happened in Egypt and the beginning of the Moses story”
1)
Well, that is true. Shemot tells us how the Hebrew population in Egypt in the grasslands of Goshen was growing into being a significantly large minority that amounted to possibly 30% of the population of Egypt and a greater proportion of the economy of the nation.
2)
2)
That non-assimilated Hebrew population, whose independence and cultural distinctiveness was most probably seen as a growing potential threat to the Egyptian establishment, to the rulers and the Priesthood.
The Egyptians had a choice to make. Reduce the potential threat.
3)
The Egyptians had a choice to make. Reduce the potential threat.
3)
@GblSlvn @PBlanrue Tous les fils à papa "font des etudes" comme90% de contre lase politique ou "dirigeante" sans avoir de Savoir ni talents.
@GblSlvn @PBlanrue Principe même de l'#Idiocratie, pour donner crédibilité à ces crétins (pistonnés ou après avoir "hérité de la boite familiale") et faire illusion de mérite & compétences.
Sarkozy aussi a "fait des études"....
Sarkozy aussi a "fait des études"....
@GblSlvn @PBlanrue Ca fait +60ans que les cons ont diplômes et/ou boulots en France #Idiocratie (ils peuvent même devenir Président de la République), et que les talents sont flingués !
The entire story with the Marinera and the Venezuelan tankers looks strange only at first glance. Once emotions are removed and the sequence of events is examined carefully, it becomes clear that this was neither an accident nor a mistake, but a deliberate choice in favor of coercion.
The United States crossed the line between sanctions and diplomacy in Venezuela long ago. For Washington this is no longer just another foreign policy file. It is a stake. Ukraine did not deliver the desired result, the Middle East remains unstable and too dangerous for open escalation, and Latin America has therefore become the only region where pressure can still be pushed to the limit. In this logic Venezuela is no longer treated as a partner or even as an object of pressure, but as a territory to be controlled.
1/
The United States crossed the line between sanctions and diplomacy in Venezuela long ago. For Washington this is no longer just another foreign policy file. It is a stake. Ukraine did not deliver the desired result, the Middle East remains unstable and too dangerous for open escalation, and Latin America has therefore become the only region where pressure can still be pushed to the limit. In this logic Venezuela is no longer treated as a partner or even as an object of pressure, but as a territory to be controlled.
1/
The maritime blockade became the key instrument. As long as tankers cannot safely export oil, the country’s economy is effectively strangled. This is crude blackmail and it contradicts international law, but within the American framework it remains acceptable as long as it encounters no resistance. The problem emerged when it became clear that the blockade could be bypassed by lawful means.
A tanker sailing under the Russian flag in international waters fundamentally changes the equation. This was not a military operation, not a state mission, and not a shadow scheme. The vessel was carrying a purely commercial cargo and had received a temporary Russian flag registration in full compliance with international law and Russian legislation. The United States had been officially informed of the ship’s status, route, and civilian nature in advance through diplomatic channels. There could be no uncertainty about the legal status of the Marinera.
2/
A tanker sailing under the Russian flag in international waters fundamentally changes the equation. This was not a military operation, not a state mission, and not a shadow scheme. The vessel was carrying a purely commercial cargo and had received a temporary Russian flag registration in full compliance with international law and Russian legislation. The United States had been officially informed of the ship’s status, route, and civilian nature in advance through diplomatic channels. There could be no uncertainty about the legal status of the Marinera.
2/
Another detail, deliberately ignored in public rhetoric, deserves emphasis. This was not a “Russian tanker” in the sense it is often portrayed. The crew was multinational. Only two crew members were Russian citizens. Most of the crew were Ukrainian citizens, while the captain and senior officers were Georgian. Even at the personnel level, this was a standard international commercial voyage, not a state-controlled operation.
3/
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It’s the start of 2026, and these are the small caps where I think the real opportunity still lives.
These companies are disrupting their industries, scaling efficiently, and executing better than the market gives them credit for.
Here are my small cap picks for 2026🧵:
1. Zeta Global / $ZETA
While its a new FinX fav, Zeta was one of my favorite small cap plays in 2025, and it paid off. If you followed my buys that year, they’re up 43% today.
I don’t think the story is over. Zeta is showing the operating momentum we outlined in the original thesis. Operating leverage is improving, customers are spending more, and thanks to the moat in its data cloud, Zeta is ahead of competitors when it comes to applying AI.
CEO David Steinberg often points to Zeta’s ability to generate $6 to $7 of revenue for every $1 spent on marketing. That kind of performance has driven net revenue retention above 100% consistently. As AI becomes more embedded across marketing workflows, proving that level of ROI is only going to matter more.
Owning data is a gold mine in an AI focused environment, and ZETA is in a strong position to benefit from that in 2026.
ZETA isn’t a pure SaaS business, with roughly 50% of revenue coming from software, so I agree it doesn’t deserve a full SaaS style multiple like TTD, for example. But hear me out. Gross margins are moving higher as Zeta sells more platform and less managed services, and with Athena (integrated with OpenAI), that trend should continue. Margins are already pushing toward 65% versus about 80% for TTD. If ZETA rerates to just 8x sales, roughly half of TTD’s multiple, the stock nearly doubles from here.
The main reason it hasn’t rerated yet is the ongoing litigation. A short report raised questions around the quality of Zeta’s data, and that skepticism has kept a discount on the stock. Mgmt brought in external accountants to validate contracts and confirm the revenue was real, but as long as there’s an active case implying potential accounting issues, the multiple is going to stay pressured.
The bet in 2026 is simple: the business keeps executing and the court case ultimately goes away.
These companies are disrupting their industries, scaling efficiently, and executing better than the market gives them credit for.
Here are my small cap picks for 2026🧵:
1. Zeta Global / $ZETA
While its a new FinX fav, Zeta was one of my favorite small cap plays in 2025, and it paid off. If you followed my buys that year, they’re up 43% today.
I don’t think the story is over. Zeta is showing the operating momentum we outlined in the original thesis. Operating leverage is improving, customers are spending more, and thanks to the moat in its data cloud, Zeta is ahead of competitors when it comes to applying AI.
CEO David Steinberg often points to Zeta’s ability to generate $6 to $7 of revenue for every $1 spent on marketing. That kind of performance has driven net revenue retention above 100% consistently. As AI becomes more embedded across marketing workflows, proving that level of ROI is only going to matter more.
Owning data is a gold mine in an AI focused environment, and ZETA is in a strong position to benefit from that in 2026.
ZETA isn’t a pure SaaS business, with roughly 50% of revenue coming from software, so I agree it doesn’t deserve a full SaaS style multiple like TTD, for example. But hear me out. Gross margins are moving higher as Zeta sells more platform and less managed services, and with Athena (integrated with OpenAI), that trend should continue. Margins are already pushing toward 65% versus about 80% for TTD. If ZETA rerates to just 8x sales, roughly half of TTD’s multiple, the stock nearly doubles from here.
The main reason it hasn’t rerated yet is the ongoing litigation. A short report raised questions around the quality of Zeta’s data, and that skepticism has kept a discount on the stock. Mgmt brought in external accountants to validate contracts and confirm the revenue was real, but as long as there’s an active case implying potential accounting issues, the multiple is going to stay pressured.
The bet in 2026 is simple: the business keeps executing and the court case ultimately goes away.
2. Dave Inc / $DAVE
Dave already had an exceptional 2025, up roughly 150%, but I still think there’s more juice left here.
The consumers need for quick, short term liquidity isn’t going away, and I expect that trend to carry into 2026. DAVE’s EWA model is arguably the most user friendly way to meet that demand, which is why I think the business is set up for another strong year.
One of the biggest developments heading into 2026 is the shift with Coastal Community Bank. In 2025, mgmt announced plans to move Extracash receivables to an off balance sheet structure with Coastal, starting in early 2026.
What does that actually mean in practice?
Previously, when DAVE issued a user a $100 cash advance, that money came directly from DAVE’s balance sheet. They were taking on the capital risk themselves. Under the new structure, Coastal Community Bank originates the loan using its own capital. DAVE finds the customer, scores them using its AI, and Coastal writes the check. Over time, this favorable partnership for DAVE should further elevate margins!
Execution has been solid. DAVE has consistently beaten and raised guidance, and the model is clearly working. There was a small bump in delinquency rates in Q2 2025, but we saw that start to recover in Q3. It’s an important KPI to watch, but the trend so far is encouraging. ARPU and user counts keep climbing, while CAC has stayed relatively flat. With unit economics like this, the business is well positioned to keep expanding margins.
Valuation is the final piece. The stock trades around 12x 2025 adjusted EBITDA. For a business already generating operating margins north of 30%, with expectations those margins can hold or improve, that’s a pretty attractive setup for a small cap like DAVE.
Dave already had an exceptional 2025, up roughly 150%, but I still think there’s more juice left here.
The consumers need for quick, short term liquidity isn’t going away, and I expect that trend to carry into 2026. DAVE’s EWA model is arguably the most user friendly way to meet that demand, which is why I think the business is set up for another strong year.
One of the biggest developments heading into 2026 is the shift with Coastal Community Bank. In 2025, mgmt announced plans to move Extracash receivables to an off balance sheet structure with Coastal, starting in early 2026.
What does that actually mean in practice?
Previously, when DAVE issued a user a $100 cash advance, that money came directly from DAVE’s balance sheet. They were taking on the capital risk themselves. Under the new structure, Coastal Community Bank originates the loan using its own capital. DAVE finds the customer, scores them using its AI, and Coastal writes the check. Over time, this favorable partnership for DAVE should further elevate margins!
Execution has been solid. DAVE has consistently beaten and raised guidance, and the model is clearly working. There was a small bump in delinquency rates in Q2 2025, but we saw that start to recover in Q3. It’s an important KPI to watch, but the trend so far is encouraging. ARPU and user counts keep climbing, while CAC has stayed relatively flat. With unit economics like this, the business is well positioned to keep expanding margins.
Valuation is the final piece. The stock trades around 12x 2025 adjusted EBITDA. For a business already generating operating margins north of 30%, with expectations those margins can hold or improve, that’s a pretty attractive setup for a small cap like DAVE.
3. Root Inc / $ROOT
Root has been a tough stock to hold lately. It’s been a wild ride, but if you strip away the noise and focus on the business, I think it’s setting up well for 2026.
The biggest concern right now is growth. The valuation reset makes sense given the slowdown in policy counts. That said, Root is leaning into two industry shifts that I think can drive margin expansion and eventually reaccelerate growth.
The first is the fact that their model is AI driven and should lead to continued efficiencies, this one is well known. The second shift and what I think matters more going into 2026 though is how Root is bringing in new customers.
The industry is clearly shifting toward embedded insurance and Root is starting to lean into that. Because its pricing model is so strong, the company can actually compete at the point of sale. The partnership channel is still small but new writings are growing at triple digit rates. Deals with Hyundai and independent agents put insurance in front of customers right when they are buying a car, which is exactly where the industry is headed.
On top of that, ROOT can receive a nice boost in 2026 from reinsurance economics.
Historically, Root was viewed as “risk poor” and had to cede roughly half of its premiums to reinsurers to manage exposure. Consistent profitability suggests that’s changing. The company’s financial health has improved to the point where it doesn’t need to rely on reinsurance nearly as much.
The plan for 2026 is straightforward, they need to keep more of the business in house. By ceding less premium to reinsurers, Root can effectively boost revenue without even increasing policy counts. Some of this is likely priced in, but if policy growth also surprises to the upside, the setup gets very interesting.
What really makes this bet stand out is valuation. This is a telematics driven insurer stabilizing around 60% gross loss ratios, with a combined ratio tracking toward sub 95%. At roughly 1x revenue, that level of operational quality suggests limited downside, even before considering a growth reacceleration.
Root has been a tough stock to hold lately. It’s been a wild ride, but if you strip away the noise and focus on the business, I think it’s setting up well for 2026.
The biggest concern right now is growth. The valuation reset makes sense given the slowdown in policy counts. That said, Root is leaning into two industry shifts that I think can drive margin expansion and eventually reaccelerate growth.
The first is the fact that their model is AI driven and should lead to continued efficiencies, this one is well known. The second shift and what I think matters more going into 2026 though is how Root is bringing in new customers.
The industry is clearly shifting toward embedded insurance and Root is starting to lean into that. Because its pricing model is so strong, the company can actually compete at the point of sale. The partnership channel is still small but new writings are growing at triple digit rates. Deals with Hyundai and independent agents put insurance in front of customers right when they are buying a car, which is exactly where the industry is headed.
On top of that, ROOT can receive a nice boost in 2026 from reinsurance economics.
Historically, Root was viewed as “risk poor” and had to cede roughly half of its premiums to reinsurers to manage exposure. Consistent profitability suggests that’s changing. The company’s financial health has improved to the point where it doesn’t need to rely on reinsurance nearly as much.
The plan for 2026 is straightforward, they need to keep more of the business in house. By ceding less premium to reinsurers, Root can effectively boost revenue without even increasing policy counts. Some of this is likely priced in, but if policy growth also surprises to the upside, the setup gets very interesting.
What really makes this bet stand out is valuation. This is a telematics driven insurer stabilizing around 60% gross loss ratios, with a combined ratio tracking toward sub 95%. At roughly 1x revenue, that level of operational quality suggests limited downside, even before considering a growth reacceleration.
Ottimo analisi del solito Andrea Zhok ospite da Gabellini, che affronta l'ormai esplosiva situazione sociale causata dell'immigrazione massiva sposata dal progetto globalista, segue link al video.
Epperò ci sono un paio di problemi in questa disamina.
Epperò ci sono un paio di problemi in questa disamina.
Lui classifica la scelta politica in due tronconi: quella utilitaristica di destra che avrebbe gradito masse di manovalanza a basso costo per rimpinguare la produzione, quella utopistica di sinistra secondo cui dovremmo diventare tutti uguali e l'identità cacca-pupù.
Segue.
Segue.
Giusto dico io: ma è tutto PD. Remember a Robertì, ti piacciono i pomodori?
E del resto, quelli che fognano sono sempre loro.
Poi va bene, definisca PD: dai 5 Stelle fino a bagnare i piedi a FdI.
Qual è l'altro problema? Segue
E del resto, quelli che fognano sono sempre loro.
Poi va bene, definisca PD: dai 5 Stelle fino a bagnare i piedi a FdI.
Qual è l'altro problema? Segue
So, you have a personal relationship with Christ? really? Tell me about him.
his childhood. his work. his brothers and sisters. his relationship with John. his relationship with Mary Magdelene. his relationship with Anna, his mother's mother? Where was he for three years...? How many days AFTER the crucifixion and ascendency from his biologic, to full Angelic 12 strand avatar.........did he come back and appear to the apostles? (I'll give ya a freebie; 550; source; Gospel of James, Gnostic Library Texts (dead Sea Scrolls)
if you know Jesus ONLY from the edited and watered down gospels in the King James Bible...you have a relationship with FICTIONAL, created character, not My Boss, Jeshewua Melchizedek, THE Christ, your' Jesus of Nazareth." Oh he's real and he's the Savior. He's just not who you've been taught he was. He better. Greater. More awesome than you can fathom.
I'm curious...what and when did everyone think His "Revelations" predictions and prophecies to John would be.? oh wait, y'all that that was way in the future? ooops
Apocalypse means Great Revealing, not catastrophe.... oops. You know it by the modern label of 'Disclosure and Awakening" Same thing. Same event. different names for it.
It's Revelations...we're living it. Wake up folks.
My boss Jeshewua, your 'Jesus,' gave Revelations to John in 37 AD. 4 years after the Crucifixion...when he was also dispensing the NAG Hammadi Gnostic Gospels as well to the rest of the Apostles, his mom, his wife, Mary of the Tower (of the house of Magdelene<-means 'of the tower'), who WAS NOT a prostitute.
They told you that to poison for you and hide who she really was. His 'blood of the lamb' perfect 12 strand 144 chromosome DNA, is what 'saved' the species." It's not hocus-pocus. It's THE CREATOR'S DIVINE SCIENCE!!!!
These people, Joseph, Mary, Jesus & Mary, the houses of his 'apostles', these were wealthy tradesmen and fishermen. You've been misled.
Kids, we ARE the future generations. Buckle Up, cus you ain't seen nothing yet.
The Pistis Sophia of Christ
x.com/LouisSLuzzoSr/…
his childhood. his work. his brothers and sisters. his relationship with John. his relationship with Mary Magdelene. his relationship with Anna, his mother's mother? Where was he for three years...? How many days AFTER the crucifixion and ascendency from his biologic, to full Angelic 12 strand avatar.........did he come back and appear to the apostles? (I'll give ya a freebie; 550; source; Gospel of James, Gnostic Library Texts (dead Sea Scrolls)
if you know Jesus ONLY from the edited and watered down gospels in the King James Bible...you have a relationship with FICTIONAL, created character, not My Boss, Jeshewua Melchizedek, THE Christ, your' Jesus of Nazareth." Oh he's real and he's the Savior. He's just not who you've been taught he was. He better. Greater. More awesome than you can fathom.
I'm curious...what and when did everyone think His "Revelations" predictions and prophecies to John would be.? oh wait, y'all that that was way in the future? ooops
Apocalypse means Great Revealing, not catastrophe.... oops. You know it by the modern label of 'Disclosure and Awakening" Same thing. Same event. different names for it.
It's Revelations...we're living it. Wake up folks.
My boss Jeshewua, your 'Jesus,' gave Revelations to John in 37 AD. 4 years after the Crucifixion...when he was also dispensing the NAG Hammadi Gnostic Gospels as well to the rest of the Apostles, his mom, his wife, Mary of the Tower (of the house of Magdelene<-means 'of the tower'), who WAS NOT a prostitute.
They told you that to poison for you and hide who she really was. His 'blood of the lamb' perfect 12 strand 144 chromosome DNA, is what 'saved' the species." It's not hocus-pocus. It's THE CREATOR'S DIVINE SCIENCE!!!!
These people, Joseph, Mary, Jesus & Mary, the houses of his 'apostles', these were wealthy tradesmen and fishermen. You've been misled.
Kids, we ARE the future generations. Buckle Up, cus you ain't seen nothing yet.
The Pistis Sophia of Christ
x.com/LouisSLuzzoSr/…
2.
So Grok the post folks...Please. I insist.