🚁 They Shot The Rudder Off

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^{*Please read the offering circular and related risks at invest.modemobile.com.}

^{Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.}

^{The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.}

A U.S. helicopter just shot the steering out of a cargo ship.

The Panama-flagged vessel tried to slip past the American blockade of Iranian ports. Its crew ignored the warnings.

So the helicopter aimed at the rudder.

No casualties reported. Just a very large boat that can no longer turn.

But do you know what makes it strange? This might be what progress looks like

Same few days, opposite signal. Pakistan's Defense Minister Khawaja Asif told Bloomberg the situation is tilting back toward "a peace arrangement or a deal."

His read: the last two or three days suggest both sides are close to some kind of arrangement.

And Pakistan's Interior Minister Mohsin Naqvi has reportedly landed in Tehran for talks. When Islamabad starts running the errands, somebody is looking for a room to meet in.

That warning shot didn't come out of nowhere. On Sunday, Trump signaled he'd rather let mounting economic pressure grind Iran down than restart major military operations.

The silent message? The blockade is the strategy. Helicopters are just there to enforce the terms and conditions.

Meanwhile the diplomacy has turned into a bill-splitting argument. Iran wants wartime reparations. Trump fired back with a counter-claim, tying any future talks to accountability for decades of Iranian-linked violence.

Two sides, both insisting the other pays first. Which is why talks over reopening the Strait of Hormuz remain stalled.

Hormuz is the tap. Gulf crude has to squeeze through it to reach the rest of the world, so when it's shut or contested, the entire oil market prices in a "what if this gets worse" premium.

That premium leaks into everything. Energy stocks, airlines, shipping rates, freight insurance, and eventually the inflation numbers central banks pretend to be relaxed about.

So the market is currently holding two contradictory futures at once: a deal that reopens the strait, or an open-ended blockade where cargo ships get shot at.

Peace talks pull the risk premium out. Warning shots put it straight back in. Right now both are happening in the same news cycle, which is a polite way of saying nobody knows.

Watch the Hormuz headlines, not the rhetoric. The strait reopening is the only signal that actually changes the maths.

Every breakthrough device runs on chips, parts, and materials from other companies — most of them public and overlooked. Our analyst named 3 positioned to profit from Elon's July 22 launch, plus the most undervalued name in the supply chain.

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Elon Musk has to sell 1 million robots to unlock his pay package.

Or one of his companies could just buy the other one.

The Wall Street Journal reported that a SpaceX takeover of Tesla would erase most of the hard parts of Musk's record-setting comp plan. 🚀

The package, approved by shareholders last year, needs two things to happen at once.

Tesla climbs a ladder of market-cap targets. Tesla also hits a list of operating goals.

Those operating goals are not modest:

Then there's the fine print: if Tesla gets acquired, the operating milestones are effectively treated as achieved. All of them. Robots included.

At that point one number does all the work. What Tesla is worth when the deal closes.

The full award is roughly 424 million Tesla shares, spread across 12 market-value targets.

In a takeover, those targets get measured against the transaction price, or Tesla's market cap right before closing if that figure is higher.

Every additional $500 billion of valuation unlocks another slice, running up through $7.5 trillion. Price the deal at $8.5 trillion and Musk qualifies for the whole thing.

The headline number has shrunk, though. It was sold as a $1 trillion payday. More shares outstanding since then means the max is now worth about $824 billion. Tiny violins out for Elon, please.

A $176 billion haircut. Happens to everyone.

Here's the awkward bit. Musk controls about 86% of SpaceX's voting power through Class A and supervoting Class B shares, and the Class B stake lets him appoint most of the board.

So the buyer setting the price is, functionally… him.

The seller is a different story. Musk holds slightly under 20% of Tesla's voting power, so Tesla shareholders would have to approve any takeover. They could also challenge it in court.

He's squeezed from both sides too. A richer price for Tesla unlocks more of his award, but it dilutes the SpaceX investors whose money he'd be spending. SpaceX has authorised a nonvoting share class it hasn't issued yet, which could take some sting out of that.

Nobody has proposed anything. This is reporting on what a merger could trigger if one ever landed.

But it changes how Tesla holders should read the merger chatter. A bid price would be doing two jobs at once, valuing a car company and sizing the CEO's payout, and those two numbers have no obligation to agree.

The vote is the leverage. Under 20% means shareholders decide, and that vote just got a lot more interesting.

Hedge funds are paying up to $100,000 a month to read Trump's posts before you do.

That's the newest business at Trump Media. $DJT ( ▼ 5.11% )

The Truth API sells real-time access to posts from top Truth Social accounts. More than 10 customers have signed up, mostly high-frequency trading firms, at roughly $60K to $100K per month each.

Run the maths on 10 customers in that range and you get $600K to $1M in monthly revenue.

Now hold that next to the company's actual Q2 revenue: $1.7M. For the entire quarter.

A single post can move markets, and HFT firms make their living on being early. Here, "early" means fractions of a second.

Interim CEO Kevin McGurn says the traction is "meaningful". Critics say selling that head start hands traders an unfair edge.

McGurn called that criticism "misinformed", pointing out that licensed access to public data is a business model older than the internet.

Revenue grew 89% year over year, which sounds thrilling right up until you remember the base was $1.7M.

The loss column is louder. A $238.1M net loss and a $223.5M adjusted EBITDA loss.

Most of it never touched a bank account. $190.4M came from unrealised losses on digital assets, pledged digital assets and equity securities. The crypto pile got marked down, and the accountants did what accountants do.

Actual cash used in operations: $13.7M. Legal expenses: $25.6M, mostly legacy litigation, which is nearly double the cash the business burned running itself.

The balance sheet still holds $1.9B in financial assets, so nobody is switching the lights off.

Shares took it about as well as you'd expect, sliding almost 3% to around $9.15.

The Truth API is the first thing here with an obvious customer and an obvious reason to pay. Trading firms don't sign five-figure monthly cheques out of politeness.

It's also tiny. $1M a month is a rounding error against a $238M loss, and management is still steering toward the TAE Technologies merger by the end of 2026.

So the real question is whether this is a business or a headline. Ten customers is a genuine start. It is also only ten customers….