Thread Reader helps you read and share Twitter threads easily!
I'm @ThreadReaderApp a Twitter bot here to help you read threads more easily. To trigger me, you just have to reply to (or quote) any tweet of the thread you want to unroll and mention me with the "unroll" keyword and I'll send you a link back on Twitter 😀
— Thread Reader App (@threadreaderapp) November 25, 2017
X thread is series of posts by the same author connected with a line!
From any post in the thread, mention us with a keyword "unroll"
@threadreaderapp unroll
Follow @ThreadReaderApp to mention us easily!
Practice here first or read more on our help page!
Recent
People who were warning about Carney were called conspiracy theorists, but here he is yesterday (less than a year later) in Beijing talking about ushering in a NEW WORLD ORDER with the Communist Party of China!!!
(🧵1 of 3)
(🧵1 of 3)
Carney (a central banker) comments mirror those of James Warburg (of the Banking dynasty) in 1950 AND the words of Rockefeller thanking the media for covering up for their push toward totalitarian "global government".
(2 of 3)
(2 of 3)
It's all connected:
- the "demographic terraforming" the West happening via mass migration
- The stuff happening in Minnesota and Texas.
- NYC mayor
The Western elites have made their decision.
We are living thru their final REVOLUTION.
(3 of 3)
- the "demographic terraforming" the West happening via mass migration
- The stuff happening in Minnesota and Texas.
- NYC mayor
The Western elites have made their decision.
We are living thru their final REVOLUTION.
(3 of 3)
I want to tell a story about enabling, and why I have no patience for the "let's forgive and move on" mentality about how to deal with MAGA supporters when all this ends.
I hesitated to tell this story because I didn't want to drag family secrets out in the open, or sound harsh about my late grandmother, whom I loved dearly, but I think it's worth hearing 🧵 (1)
I hesitated to tell this story because I didn't want to drag family secrets out in the open, or sound harsh about my late grandmother, whom I loved dearly, but I think it's worth hearing 🧵 (1)
My uncle was a drug addict from about 1984 until 1991/2. He would get sober, then fall off the wagon, get sober again, and fall off the wagon. Happened over and over again.
My family would do the bare minimum to try to get him clean because they were both embarrassed by his addiction and feared trying to end it would tear the family unit apart. Plus, my grandmother would call off the dogs. She was extremely protective of her youngest child. (2)
My family would do the bare minimum to try to get him clean because they were both embarrassed by his addiction and feared trying to end it would tear the family unit apart. Plus, my grandmother would call off the dogs. She was extremely protective of her youngest child. (2)
My family tried appealing to their love for him, saying, "We love you, please stop hurting yourself like this," but that didn't work. They tried telling him that he would keep losing jobs, but since my grandmother paid his bills, that didn't work. Instead, they made excuses. His first wife left him (to get clean), he lost a good job, and my grandfather died. All those things, they said, made him an addict. It's not his fault. (3)
As with George W Bush, republicans have a preference for extremely stupid people who know nothing about policy and don’t care a hit it. They went tax cuts and they want to prove that their previous stupid votes will be vindicated
The point of voting for Trump was not because they thought his health care plan was good. They point of voting for Trump was revenge for Obama being elected and they wanted to “prove” that they weren’t really stupid for thinking Obama would be a bad president
Trump voters are by and large some Of the most ill I formed and ignorant dumbasses in earth. They are the ones. Talking in Apocalyptic terms about how much if a disaster Clinton and Obama would be and how great a president W would be if he were elected.
I'm not sure if you could possibly come up with a better example of an own-goal tweet
We you're having fun dunking on Trump's second-hand Nobel and this mf decides to join in
For everybody who's over the age of 12, behold the most undeserved Nobel Peace Prize of all time
bbc.com/news/world-eur…
bbc.com/news/world-eur…
Another tactical genius offering his loaded Glock to a stranger.
I’m pretty comfortable around guns. And with professionals who utilize them. Also pretty cognizant of what they can do to the human body. I don’t think I am being alarmist pointing how negligent and incompetent these folks are around lethal weapons.
Even their simple task of processing documents is deliberately incompetent. Again this group is trying to start something with every facet of their demeanor, deployment and degrading tactics. This is not a coincidence.
1-3 This is one of the posters that the proud boy crowd is using for tomorrow. Roads are getting slick with snow. May these meth hillbillies total their vehicles on the way here and if injured, c'est la vie.
2-3 It's alleged it is being organized by one of these three showing their "Christian" love.
reddit.com/r/USF/s/gZXw3s…
reddit.com/r/USF/s/gZXw3s…
3-3 The irony is that city hall isn't open on the weekends. The only things nearby are other government buildings and office towers. Nobody will be around except for these Nazis. May they enjoy some severe frostbite.
2026 is the year of the creator on 𝕏.
We closed 2025 with the highest payouts since our monetization program launched and we are just getting started. This year, our focus is clear: empower creators to grow on 𝕏 and earn more.
Here is what we’ve already rolled out this year 👇
We closed 2025 with the highest payouts since our monetization program launched and we are just getting started. This year, our focus is clear: empower creators to grow on 𝕏 and earn more.
Here is what we’ve already rolled out this year 👇
We have more than doubled the Revenue Sharing pool.
With the growth of 𝕏 Premium subscriptions in 2025, it’s only fair that we share this with our creators.
This increase unlocks significantly higher payout potential for creators across the platform.
With the growth of 𝕏 Premium subscriptions in 2025, it’s only fair that we share this with our creators.
This increase unlocks significantly higher payout potential for creators across the platform.
We’ve also updated how payouts are calculated.
Revenue Sharing payouts are now based on Verified Home Timeline impressions, meaning your earnings are driven by real views from Premium users who see your posts in their Home feed.
This shift is about rewarding content that truly resonates: posts that consistently show up in timelines and spark discussion.
A more detailed earnings dashboard is coming soon to Creator Studio as well. Stay tuned.
Revenue Sharing payouts are now based on Verified Home Timeline impressions, meaning your earnings are driven by real views from Premium users who see your posts in their Home feed.
This shift is about rewarding content that truly resonates: posts that consistently show up in timelines and spark discussion.
A more detailed earnings dashboard is coming soon to Creator Studio as well. Stay tuned.
@GrageDustin @RepAngieCraig @RepAngieCraig
In the alternative, @MinnesotaDFL should ensure that Minnesota and local jurisdictions take full credit for protecting our worthy foreign nationals - in prison or jail for a reason - from evil feds:
Publicly reject federal detainer requests.
In the alternative, @MinnesotaDFL should ensure that Minnesota and local jurisdictions take full credit for protecting our worthy foreign nationals - in prison or jail for a reason - from evil feds:
Publicly reject federal detainer requests.
@GrageDustin @RepAngieCraig @MinnesotaDFL @AlphaNews @lizcollin @CrimeWatchMpls
Every federal detainer request rejected by Minnesota or any local government is newsworthy.
@MNThinkTank @billglahn’s Minnesota Man of the Day should publicize these worthy foreign nationals.
@CMDROpAtLargeCA if no response, release it.
Every federal detainer request rejected by Minnesota or any local government is newsworthy.
@MNThinkTank @billglahn’s Minnesota Man of the Day should publicize these worthy foreign nationals.
@CMDROpAtLargeCA if no response, release it.
@GrageDustin @RepAngieCraig @MinnesotaDFL @AlphaNews @lizcollin @CrimeWatchMpls @MNThinkTank @billglahn @CMDROpAtLargeCA @threadreaderapp please unroll
Voters aren't buying it…
71% want an independent investigation into the shooting of Renee Good (YouGov).
55% support ending mass ICE raids (YouGov).
53% view recent ICE action unfavorably (YouGov).
Only 38% approve of Trump's handling of immigration (AP).
71% want an independent investigation into the shooting of Renee Good (YouGov).
55% support ending mass ICE raids (YouGov).
53% view recent ICE action unfavorably (YouGov).
Only 38% approve of Trump's handling of immigration (AP).
60% of Independents said Trump was too focused on deportations even before the killing of Renee Good (Axios).
55% of Independent voters say the shooting of Renee Good was unjustified (YouGov).
Only 35% support Trump invoking the Insurrection Act (YouGov).
55% of Independent voters say the shooting of Renee Good was unjustified (YouGov).
Only 35% support Trump invoking the Insurrection Act (YouGov).
Plus, Trump has a job approval of ONLY 38% in a new Marist poll. Happy Friday! maristpoll.marist.edu/polls/u-s-fore…
The Dnipro campaign, from Kalanchak to Vosenssensk, 2022-2025 🇺🇦/🇷🇺
With this series of 42 historical maps, let's revisit one of the most unique military campaigns of the war in Ukraine 🇺🇦.
PART 1 : Analysis of Ukraine's southern front, february-march 2022
🧵THREAD🧵1/25 ⬇️
With this series of 42 historical maps, let's revisit one of the most unique military campaigns of the war in Ukraine 🇺🇦.
PART 1 : Analysis of Ukraine's southern front, february-march 2022
🧵THREAD🧵1/25 ⬇️
Feburary 23rd, 2022. More than 20 000 russian 🇷🇺 soldiers amass themselves on the border, facing around 500 ukrainian 🇺🇦 defenders.
Russian 58th, 49th and 22nd army are facing ~1 300 soldiers from the 58th motorized brigade (including 1 000 of whom are at the training ground of Oleshky sands).
This unit is the only one facing the russian invasion south of the Dnipro river. The closest reinforcements are in Mykolaiv (35th Marines), in Zaporizhia, Odessa or Mariupol (they are quite busy). A day before the invasion, 300 soldiers from the 58th motorized are repositioned to Henichesk and Chaplinka, to support the 137th Marine bataillon and border guards (200 soldiers in total).
Why so few men ? Because Ukraine thought Russia would attack in the Donbass, usually, 3 brigades should have been positionned in front of Crimea (the 93rd mechanized brigade was redeployed a week before to Kharkiv, and managed to save the city), only one was there and was not occupying border positions.
Russian 58th, 49th and 22nd army are facing ~1 300 soldiers from the 58th motorized brigade (including 1 000 of whom are at the training ground of Oleshky sands).
This unit is the only one facing the russian invasion south of the Dnipro river. The closest reinforcements are in Mykolaiv (35th Marines), in Zaporizhia, Odessa or Mariupol (they are quite busy). A day before the invasion, 300 soldiers from the 58th motorized are repositioned to Henichesk and Chaplinka, to support the 137th Marine bataillon and border guards (200 soldiers in total).
Why so few men ? Because Ukraine thought Russia would attack in the Donbass, usually, 3 brigades should have been positionned in front of Crimea (the 93rd mechanized brigade was redeployed a week before to Kharkiv, and managed to save the city), only one was there and was not occupying border positions.
On the morning of the 24th, Russia launched massive air and missile strikes on ukrainian positions, radars, airport and air-defense.
The 58th motorized brigade moved from Oleshky sands to meet the russians while the 137th and border guards started fleeing to the bridges.
Russia strikes on to directions, with the 58th army attacking Henichesk and the 49th Kalanchak. Both armies were supported by numerous helicopters and planes.
The 58th motorized brigade moved from Oleshky sands to meet the russians while the 137th and border guards started fleeing to the bridges.
Russia strikes on to directions, with the 58th army attacking Henichesk and the 49th Kalanchak. Both armies were supported by numerous helicopters and planes.
V2x Inc $VVX $2B
Drones, Greenland, and Golden Dome for 50 cents on the dollar
V2X, Inc. $VVX is a defense contractor formed by the 2022 merger of Vectrus and Vertex.
The company has TTM revenue of $4.42B and rising, yet trades at a market cap less than half of that. At 11x P/E and 0.45x P/S, the market is valuing them at 45 cents for every $1 of revenue.
Why is it it so cheap?
The company had been focused on logistics, aerospace maintenance, training, and base operations for the U.S. military and national security clients.
Currently it is being passed on by the market as a low margin services company, not a tech hardware company. Net profit margins are historically very tight (~1.8% to 2.5%). They rely on volume, not high markup. The cherry on top is that the company carries over $1.1B debt load and a PE firm has been selling shares. The market has been taking a pass.
However there is a change occurring under the surface that the market may be missing.
The Greenland Play. Vectrus is the blue-collar half of V2X. They operate in eye popping 329 locations/bases across 47 countries. They fully run six major bases from top to bottom. The crown jewel in this conversation is their Pituffik Base in Greenland. This is the US's only military base in Greenland.
As Russia and China aggressively expand their icebreaker fleets, the Arctic is becoming the next major theater of conflict. In addition the region is the critical tracking node for ballistic missile interception. Pituffik is the U.S. military’s foothold in Greenland.
V2X doesn't just clean the floors here; they manage everything from the power generation, airfield operations, civil engineering, and survival logistics in -30°F. The company is entrenched.
If investment into the Arctic increases, $VVX is essential to that strategy.
The Drone Hunter (Project Tempest). The Vertex side is where the high-margin re-rating happens.
While the market wasn't looking, V2X deployed their Tempest counter-UAS system into active combat in Ukraine at an unheard of pace.
This isn't a multi billion-dollar stationary missile system. It’s a mobile, "shoot-and-scoot" drone denial and scouting/sensing platform that fires mass produced laser-guided rockets to kill drones.
They are killing cheap enemy drones with cheap rockets without being an expensive stationary target, thus helping to solve one of the biggest economic problems in modern warfare. They went from prototype to stacking battlefield killchains in months, an unheard of speed, and this was just their first contribution.
The Golden Dome. As of Jan 12, they now hold a seat on the $151 Billion SHIELD contract to build the U.S. homeland missile defense shield. They are now at the table for high-end prototyping and sensor integration alongside the giants.
What the market is still missing is that they didn't just get a "participation trophy." The award specifically cites V2X for "advanced analytics, rapid prototyping, and sensor integration." They are at the table to design the brain of the system. Remember, they are deeply integrated into hundreds of bases across the world.
V2X isn't just a generic bidder either. They already run what will be the eyes of the Dome. Very few seem to have connected these dots. Let me give you an example of one set of these systems.
The COBRA DANE & COBRA KING phased arrays. These are not "just radars." These are National Technical Means (NTM), the highest category of strategic assets the U.S. possesses. V2X currently operates and sustains these massive phased-arrays in places like Shemya, Alaska just 450 miles from Russia. These arrays are powerful enough to spot a baseball in space from 2,000 miles away.
The COBRA DANE system that V2X runs in Alaska stares unblinkingly at the Kamchatka Peninsula and the Pacific Ocean. Its job is to detect Russian or Chinese ICBM launches instantly. It creates the "data lake" that the entire U.S. Missile Defense System relies on.
V2X holds the contract to sustain and operate this facility. Without V2X, the U.S. goes blind in the North Pacific.
The COBRA KING system is the "Mobile Eye" at Sea. It is a ship-borne dual-band radar system mounted on the USNS Howard O. Lorenzen.
Unlike DANE which is fixed, KING moves. It parks off the coast of rogue nations to monitor missile tests up close. It uses X-band and S-band radars to "fingerprint" enemy warheads, determining if a missile is carrying a nuke or a decoy.
V2X maintains the complex mission systems that allow this ship to feed data into the national command network.
You can't build a "Golden Dome" without the data from these radars. Because V2X already manages the sensors that detect the missiles, they have a massive advantage in winning the contracts to integrate that data into the new shield.
One final point on this topic is that previously the old V2X would wait 5 years for a maintenance contract.
The market has not priced in that the new SHIELD approved V2X can now bid on 6-month "sprint" contracts to prototype new sensor fusion algorithms or cyber-hardened command posts. This moves them from "slow government services" to "fast defense tech."
The base modernization $40B+ opportunity.
The U.S. military has a massive problem. Its bases are falling apart and its networks are from the 90s.
V2X holds a spot on the $12B Base Infrastructure Modernization (BIM) IDIQ.
If the DOW budget spikes to $1.5T, money will likely flow into "Smart Base" initiatives. This includes upgrading 5G networks, cyber-hardening power grids, and digitizing logistics. V2X is a prime contractor for this. They don't just pour concrete; they install the digital backbone (fiber, sensors, security) that a modern base needs.
Soldier Training in the modern AI and computational age. Yes, V2X is a giant here as well.
In 2025, V2X won a spot on the U.S. Army's "LTRaC" (Live Training, Ranges, and Combat Training Centers) contract.
V2X runs the "war games." When soldiers go to a major training center (like Fort Irwin or JRTC) to simulate fighting Russia or China, V2X provides the simulation tech, the "op-for" (opposing force) logistics, and the augmented reality systems.
A massive DOW budget increase typically prioritizes Readiness. If the Army scales up exercises to deter threats, V2X gets paid more for every rotation.
There is more, but I will stop here for now. (I haven't even mentioned the LOGCAP V massive Army logistics contract of which V2X is a prime holder).
With V2X your getting a lot for shockingly very little.
The company is finally realizing the benefits of the Vectrus/Vertex merger and the market is not paying attention. An incredible amount of capital is likely to pour into Greenland and the market is not paying attention. $1.5T is about to pour into the modernization of bases, sensors, and soldier training and the market is not paying attention. They are critical part of the Golden Dome infrastructure and the market has not realized.
The debt bear case is dying. Net leverage has already dropped to ~2.6x (down from dangerous highs), and management is using record cash flow to clean up the balance sheet. The pre-planned PE return on investment selling is almost over.
You are buying a company with an "Arctic Moat" (Greenland), a Golden Dome/SHIELD essential backbone, and a "Combat Tech" growth engine for 0.45x sales.
It might take some time for the market to realize this. This is not a get rich quick play. But if the market wakes up even just a little and re-rates this to even a modest 0.8x sales (still a huge discount to peers), the stock doubles. I think this is an interesting multi-year play to build into. I took a position at $63.
Drones, Greenland, and Golden Dome for 50 cents on the dollar
V2X, Inc. $VVX is a defense contractor formed by the 2022 merger of Vectrus and Vertex.
The company has TTM revenue of $4.42B and rising, yet trades at a market cap less than half of that. At 11x P/E and 0.45x P/S, the market is valuing them at 45 cents for every $1 of revenue.
Why is it it so cheap?
The company had been focused on logistics, aerospace maintenance, training, and base operations for the U.S. military and national security clients.
Currently it is being passed on by the market as a low margin services company, not a tech hardware company. Net profit margins are historically very tight (~1.8% to 2.5%). They rely on volume, not high markup. The cherry on top is that the company carries over $1.1B debt load and a PE firm has been selling shares. The market has been taking a pass.
However there is a change occurring under the surface that the market may be missing.
The Greenland Play. Vectrus is the blue-collar half of V2X. They operate in eye popping 329 locations/bases across 47 countries. They fully run six major bases from top to bottom. The crown jewel in this conversation is their Pituffik Base in Greenland. This is the US's only military base in Greenland.
As Russia and China aggressively expand their icebreaker fleets, the Arctic is becoming the next major theater of conflict. In addition the region is the critical tracking node for ballistic missile interception. Pituffik is the U.S. military’s foothold in Greenland.
V2X doesn't just clean the floors here; they manage everything from the power generation, airfield operations, civil engineering, and survival logistics in -30°F. The company is entrenched.
If investment into the Arctic increases, $VVX is essential to that strategy.
The Drone Hunter (Project Tempest). The Vertex side is where the high-margin re-rating happens.
While the market wasn't looking, V2X deployed their Tempest counter-UAS system into active combat in Ukraine at an unheard of pace.
This isn't a multi billion-dollar stationary missile system. It’s a mobile, "shoot-and-scoot" drone denial and scouting/sensing platform that fires mass produced laser-guided rockets to kill drones.
They are killing cheap enemy drones with cheap rockets without being an expensive stationary target, thus helping to solve one of the biggest economic problems in modern warfare. They went from prototype to stacking battlefield killchains in months, an unheard of speed, and this was just their first contribution.
The Golden Dome. As of Jan 12, they now hold a seat on the $151 Billion SHIELD contract to build the U.S. homeland missile defense shield. They are now at the table for high-end prototyping and sensor integration alongside the giants.
What the market is still missing is that they didn't just get a "participation trophy." The award specifically cites V2X for "advanced analytics, rapid prototyping, and sensor integration." They are at the table to design the brain of the system. Remember, they are deeply integrated into hundreds of bases across the world.
V2X isn't just a generic bidder either. They already run what will be the eyes of the Dome. Very few seem to have connected these dots. Let me give you an example of one set of these systems.
The COBRA DANE & COBRA KING phased arrays. These are not "just radars." These are National Technical Means (NTM), the highest category of strategic assets the U.S. possesses. V2X currently operates and sustains these massive phased-arrays in places like Shemya, Alaska just 450 miles from Russia. These arrays are powerful enough to spot a baseball in space from 2,000 miles away.
The COBRA DANE system that V2X runs in Alaska stares unblinkingly at the Kamchatka Peninsula and the Pacific Ocean. Its job is to detect Russian or Chinese ICBM launches instantly. It creates the "data lake" that the entire U.S. Missile Defense System relies on.
V2X holds the contract to sustain and operate this facility. Without V2X, the U.S. goes blind in the North Pacific.
The COBRA KING system is the "Mobile Eye" at Sea. It is a ship-borne dual-band radar system mounted on the USNS Howard O. Lorenzen.
Unlike DANE which is fixed, KING moves. It parks off the coast of rogue nations to monitor missile tests up close. It uses X-band and S-band radars to "fingerprint" enemy warheads, determining if a missile is carrying a nuke or a decoy.
V2X maintains the complex mission systems that allow this ship to feed data into the national command network.
You can't build a "Golden Dome" without the data from these radars. Because V2X already manages the sensors that detect the missiles, they have a massive advantage in winning the contracts to integrate that data into the new shield.
One final point on this topic is that previously the old V2X would wait 5 years for a maintenance contract.
The market has not priced in that the new SHIELD approved V2X can now bid on 6-month "sprint" contracts to prototype new sensor fusion algorithms or cyber-hardened command posts. This moves them from "slow government services" to "fast defense tech."
The base modernization $40B+ opportunity.
The U.S. military has a massive problem. Its bases are falling apart and its networks are from the 90s.
V2X holds a spot on the $12B Base Infrastructure Modernization (BIM) IDIQ.
If the DOW budget spikes to $1.5T, money will likely flow into "Smart Base" initiatives. This includes upgrading 5G networks, cyber-hardening power grids, and digitizing logistics. V2X is a prime contractor for this. They don't just pour concrete; they install the digital backbone (fiber, sensors, security) that a modern base needs.
Soldier Training in the modern AI and computational age. Yes, V2X is a giant here as well.
In 2025, V2X won a spot on the U.S. Army's "LTRaC" (Live Training, Ranges, and Combat Training Centers) contract.
V2X runs the "war games." When soldiers go to a major training center (like Fort Irwin or JRTC) to simulate fighting Russia or China, V2X provides the simulation tech, the "op-for" (opposing force) logistics, and the augmented reality systems.
A massive DOW budget increase typically prioritizes Readiness. If the Army scales up exercises to deter threats, V2X gets paid more for every rotation.
There is more, but I will stop here for now. (I haven't even mentioned the LOGCAP V massive Army logistics contract of which V2X is a prime holder).
With V2X your getting a lot for shockingly very little.
The company is finally realizing the benefits of the Vectrus/Vertex merger and the market is not paying attention. An incredible amount of capital is likely to pour into Greenland and the market is not paying attention. $1.5T is about to pour into the modernization of bases, sensors, and soldier training and the market is not paying attention. They are critical part of the Golden Dome infrastructure and the market has not realized.
The debt bear case is dying. Net leverage has already dropped to ~2.6x (down from dangerous highs), and management is using record cash flow to clean up the balance sheet. The pre-planned PE return on investment selling is almost over.
You are buying a company with an "Arctic Moat" (Greenland), a Golden Dome/SHIELD essential backbone, and a "Combat Tech" growth engine for 0.45x sales.
It might take some time for the market to realize this. This is not a get rich quick play. But if the market wakes up even just a little and re-rates this to even a modest 0.8x sales (still a huge discount to peers), the stock doubles. I think this is an interesting multi-year play to build into. I took a position at $63.
Hours of research went into this one😅. Started with near zero background knowledge but kept uncovering more the deeper I looked. Tough editing it down to a readable size, but I think the main points are there. I'm glad the report is finally out. Probably need to take a break.
