ICE
Intercontinental Exchange Inc.
stock NYSE

is taco bro gonna send ICE to the bond stock market LMAOOO DUMB ASS

a few different things are going on.
commercials aren't one kind of trader. in crude they're mostly producers and refiners hedging physical barrels, and they hedge on their production and refining calendar, not off the chart. Brent is on ICE with its own report and WTI on NYMEX, and the hedgers behind them are different companies (a lot of WTI hedging is US shale), so the two can split for reasons that have nothing to do with price.
in currencies the legacy "commercial" bucket is mostly dealer banks sitting on the other side of client flow, so they can add longs and shorts at the same time because they're running options and spread books. the TFF report breaks that into dealers, asset managers and hedge funds and is far more readable for FX.
the sudden OI drops on currency futures are the quarterly roll. CME FX contracts expire on the IMM dates in March, June, September and December, positions get rolled or closed in the weeks before, total OI falls off a cliff and then rebuilds. we just had one in September.
the report tells you who holds what, not why. the why is usually somebody's business calendar.

>I live in NYC. Very few charging options.
NYC proper has about 8.5 million people in the 5 boroughs.
The greater metropolitan area has over 22 million people, many of whom live in suburban communities with garages that have 2 ICE vehicles parked at night. I don't believe for a second that the EV market has been addressed.
>The true selling point moving forward will be FSD... period.
And if Tesla had sold more cars in the past 2 years, more people would have had a chance to experience FSD, and potentially become FSD subscribers.

Tesla screwed up. Elon Musk wrecked the brand, wasted a ton of the NV91 engineering work, and the company's leadership has been trying to paper this over for the past 2 years.

Tesla would be in a far stronger position today financially and from a roadmap perspective if they'd continued growing the car business: More cash for AI datacenters and bot factory construction, more people having experienced FSD and potentially willing to be long-term subscribers

This news sorta makes sense. Schwab is an investor in the Texas Stock Exchange. And I suspect that the listing fees on the TXSE is probably lower than current US exchanges.
There hasn't been another competitive exchange in the US since ICE/NYSE bought Amex and both Nasdaq and ICE/NYSE started to buy up all the regional exchanges.
New exchanges like MEMX and IEX are making in-roads but would be interesting to see how TXSE fares.

Tiananmen Square copypasta but American
NSA MASS SURVEILLANCE KENT STATE KENT STATE UNI CHURCH OF SCIENTOLOGY DAVID MISCAVIGE 佔領華爾街 MAY 4 1970 MASSACRE 肯特州立大学枪击事件 MAY 13 1985 MOVE BOMBING「MOVE」組織轰炸 RED SUMMER 1919 HOUSE UN-AMERICAN ACTIVITIES COMMITTEE 众议院非美活动调查委员会 TRAIL OF TEARS 美国本地人种族灭绝 JIM CROW SEGREGATION 吉姆·克勞法 HUMAN RIGHTS 人權 CITIZENS UNITED 联合公民诉联邦选举委员会案 SAFETY 安全 HIGH SPEED RAIL 人民共和国高速铁路 STRONG MASS LINE 群众路线 REPUBLIC OF HAWAII 夏威夷共和国 THIRTEEN COLONIES 十三殖民地 VIETNAM AFGHANISTAN IRAQ 伊拉克 EDWARD SNOWDEN 爱德华·斯诺登 SCIENTOLOGY 山達基教會 GUANTANAMO BAY DETENTION CAMP 关塔那摩湾拘押中心 NOBEL PEACE PRIZE 諾貝爾和平獎 BARACK OBAMA 贝拉克·奥巴马 COMMUNISM SOLIDARITY LABOUR ACTION ANTI-CAPITALIST PRO-REVOLUTION PROTEST MOVEMENT ANTIFA RIOT POLICE BRUTAILITY POLICE OCCUPATION PAID SUSPENSION LEFTIST COUNTER PROTEST CHARLES MANSON MANSON FAMILY JEHOVAH'S WITNESSES BORDER CONCENTRATION CAMPS MKULTRA ASSASINATE FRED HAMPTON JANE FONDA EUGENE DEBS MALCOLM X EAT THE RICH THE CRUMBLING OF AMERICA REAGANOMICS INFOWARS MANUFACTURING CONSENT FASCIST OLIGARCHY FBI HONEYPOT NSA SPYING ICE DEPORTATIONS WAR ON DRUGS PRISON SLAVERY CIVIL ASSET FORFEITURE ENHANCED INTERROGATION MY LAI PRISON RAPE DEPORTATION MS13 PIZZAGATE LOLIHENTAI PURCHASING KINDER EGG LOTTERY OPERATION SEA SPRAY PATRIOT ACT AMWAY 21 SAVAGE 奇多贝尼托 SCOTT WARREN NET NEUTRALITY LOVEINT EGLIN AIRFORCE BASE COINTELPRO OPERATION MOCKINGBIRD OPERATION EARNEST VOICE OPERATION AURORAGOLD 1999 BELGRADE EMBASSY BOMBING IRAN AIR FLIGHT 655 QASEM SOLEIMANI JEFFREY EPSTEIN MASS PEDOPHILIA ABROAD AND DOMESTIC OPERATION SNOW WHITE HARVEY WEINSTEIN OPERATION CONDOR AARON SWARTZ WACO SIEGE RUBY RIDGE SIEGE 1998 CAVALESE CABLE CAR DISASTER PROJECT ELDEST SON GUNS FOR ANTIGUA GARY WEBB FREE BURMA RANGERS STRONGHOLD RESCUE & RELIEF MCNAMARA'S MORONS PROJECT APPLE PROJECT MIRROR PROJECT WITCH GEORGE PELL ACQUITTAL FORT DETRICK KILLING OF HUEY LONG BLAIR MOUNTAIN ERIC HARROUN MIRACLE VALLEY JINGMING BUILDING INCIDENT YANGJU HIGHWAY INCIDENT 16754432 JAPANESE WARCRIMES OPERATION ASIAN TOUCH OPERATION FREEDOM DEAL CHILEAN COUP D'ETAT TULSA MASSACRE MERE GOOK RULE MORO CRATER CUBANA FLIGHT 455 OPIOID EPIDEMIC SACKLER FAMILY JADE HELM 15 NO GUN RI RYAN WHITAKER PROJECT SUNSHINE WECH BAGHTU DASANI FAKE WATER ICE CONCENTRATION CAMPS ICE HYSTERECTOMIES OPERATION MIDNIGHT CLIMAX OPERATION MONGOOSE JULIAN ASSANGE EMMETT TILL ANDRE VITCHEK NIKOLA MOTORS FORT HOOD MISSING SOLDIERS AGRICULTURAL ABCD AARON SWARTZ KENTUCKY POLICE HITLER RUSHAN ABBAS GITMO US MILITARY BUYS APP DATA ELAINE MASSACRE LITTLE HIROSHIMA LYSOL INJECTION US RACTOPAMINE MEAT PIKETON WASTE BONUS ARMY DANNY CHEN NORTH DAKOTA ACCESS PIPELINE PROTESTS 北达科他州接入管道抗议 FERGUSON PROTESTS 弗格森暴动 ST. LOUIS PROTESTS 2017 年圣路易斯抗议活动 NUCLEAR TESTING BIKINI ATOLL 比基尼环礁的核试验 UNITE THE RIGHT RALLY 团结右集会 CHARLOTTE PROTESTS 夏洛特暴动 ATTACK ON SUI-HO DAM 袭击穗河水坝 MILWAUKEE PROTESTS 密尔沃基骚乱 Shooting of Alton Sterling and Philando Castile 奥尔顿·斯特林和菲兰多·卡斯蒂利亚的射击 Occupation of the Malheur NationalWildlife Refuge Malheur国家野生动物保护区的占领 death of Freddie Gray 弗雷迪·格雷的死 Shooting of Michael Brown迈克尔·布朗的拍摄 death of Eric Garner, Oakland California 奥克兰奥克兰市埃里克·加纳（Eric Garner）逝世 Operation Condor 神鹰行动 Occupy WallStreet 占领华尔街 My Lai Massacre 我的大屠杀 St. Petersburg, Florida 佛罗里达州圣彼得堡 Kandahar Massacre 坎大哈屠杀 1992Washington Heights riots 1992年华盛顿高地暴动 No Gun Ri Massacre 无枪杀案 L.A. Rodney King riots 洛杉矶罗德尼·金暴动 1979 Greensboro Massacre 1979年格林斯伯勒大屠杀 Vietnam War 越南战争 Kent State shootings肯特州枪击案 Bombing of Tokyo 轰炸东京 San Francisco Police Department Park Station bombing 旧金山警察局公园站爆炸案 Assassination of MartinLuther King, Jr. 小马丁·路德·金遭暗杀。 Long Hot Summer of 1967 1967年炎热的夏天 Bagram 巴格拉姆 Selma to Montgomery marches 塞尔玛到蒙哥马利游行 Highway of Death 死亡之路 Ax Handle Saturday 星期六斧头 Battle of Evarts 埃瓦茨战役 Battle ofBlair Mountain 布莱尔山战役 McCarthyism 麦卡锡主义 Red Summer 红色夏天 Rock Springs massacre 岩泉大屠杀 Pottawatomie massacre 盆大屠杀 Jeju uprising 济州起义 Colfaxmassacre 科尔法克斯大屠杀 Reading Railroad massacre 阅读铁路大屠杀 Rock Springs massacre 岩泉大屠杀 Bay viewMassacre 湾景大屠杀 Lattimer massacre 拉蒂默大屠杀 Ludlow massacre 拉德洛屠杀 Everett massacre 埃弗里特屠杀Centralia Massacre 中部大屠杀 Ocoee massacre Ocoee大屠杀 Herrin Massacre 赫林大屠杀 Redwood Massacre红木大屠杀 Columbine Mine Massacre 哥伦拜恩矿难 Guantanamo Bay 关塔那摩湾 extraordinary rendition 非凡的演绎 Abu Ghraib torture and prison abuse 阿布格莱布的酷刑和监狱虐待 Henry Kissinger 亨利·基辛格 TIMBER SYCAMORE DANNY CHEN PROJECT ICEWORM CHINESE EXLCUSION ACT BIKINI ATOLL GUANO ACT LOVE CANAL JIM JONES PEOPLE'S TEMPEL PARENT'S CHOICE HEAVY METALS OPERATION BROTHER SAM 2021 TEXAS BLACKOUTNSA MASS SURVEILLANCE KENT STATE KENT STATE UNI CHURCH OF SCIENTOLOGY DAVID MISCAVIGE 佔領華爾街 MAY 4 1970 MASSACRE 肯特州立大学枪击事件 MAY 13 1985 MOVE BOMBING「MOVE」組織轰炸 RED SUMMER 1919 HOUSE UN-AMERICAN ACTIVITIES COMMITTEE 众议院非美活动调查委员会 TRAIL OF TEARS 美国本地人种族灭绝 JIM CROW SEGREGATION 吉姆·克勞法 HUMAN RIGHTS 人權 CITIZENS UNITED 联合公民诉联邦选举委员会案 SAFETY 安全 HIGH SPEED RAIL 人民共和国高速铁路 STRONG MASS LINE 群众路线 REPUBLIC OF HAWAII 夏威夷共和国 THIRTEEN COLONIES 十三殖民地 VIETNAM AFGHANISTAN IRAQ 伊拉克 EDWARD SNOWDEN 爱德华·斯诺登 SCIENTOLOGY 山達基教會 GUANTANAMO BAY DETENTION CAMP 关塔那摩湾拘押中心 NOBEL PEACE PRIZE 諾貝爾和平獎 BARACK OBAMA 贝拉克·奥巴马 COMMUNISM SOLIDARITY LABOUR ACTION ANTI-CAPITALIST PRO-REVOLUTION PROTEST MOVEMENT ANTIFA RIOT POLICE BRUTAILITY POLICE OCCUPATION PAID SUSPENSION LEFTIST COUNTER PROTEST CHARLES MANSON MANSON FAMILY JEHOVAH'S WITNESSES BORDER CONCENTRATION CAMPS MKULTRA ASSASINATE FRED HAMPTON JANE FONDA EUGENE DEBS MALCOLM X EAT THE RICH THE CRUMBLING OF AMERICA REAGANOMICS INFOWARS MANUFACTURING CONSENT FASCIST OLIGARCHY FBI HONEYPOT NSA SPYING ICE DEPORTATIONS WAR ON DRUGS PRISON SLAVERY CIVIL ASSET FORFEITURE ENHANCED INTERROGATION MY LAI PRISON RAPE DEPORTATION MS13 PIZZAGATE LOLIHENTAI PURCHASING KINDER EGG LOTTERY OPERATION SEA SPRAY PATRIOT ACT AMWAY 21 SAVAGE 奇多贝尼托 SCOTT WARREN NET NEUTRALITY LOVEINT EGLIN AIRFORCE BASE COINTELPRO OPERATION MOCKINGBIRD OPERATION EARNEST VOICE OPERATION AURORAGOLD 1999 BELGRADE EMBASSY BOMBING IRAN AIR FLIGHT 655 QASEM SOLEIMANI JEFFREY EPSTEIN MASS PEDOPHILIA ABROAD AND DOMESTIC OPERATION SNOW WHITE HARVEY WEINSTEIN OPERATION CONDOR AARON SWARTZ WACO SIEGE RUBY RIDGE SIEGE 1998 CAVALESE CABLE CAR DISASTER PROJECT ELDEST SON GUNS FOR ANTIGUA GARY WEBB FREE BURMA RANGERS STRONGHOLD RESCUE & RELIEF MCNAMARA'S MORONS PROJECT APPLE PROJECT MIRROR PROJECT WITCH GEORGE PELL ACQUITTAL FORT DETRICK KILLING OF HUEY LONG BLAIR MOUNTAIN ERIC HARROUN MIRACLE VALLEY JINGMING BUILDING INCIDENT YANGJU HIGHWAY INCIDENT 16754432 JAPANESE WARCRIMES OPERATION ASIAN TOUCH OPERATION FREEDOM DEAL CHILEAN COUP D'ETAT TULSA MASSACRE MERE GOOK RULE MORO CRATER CUBANA FLIGHT 455 OPIOID EPIDEMIC SACKLER FAMILY JADE HELM 15 NO GUN RI RYAN WHITAKER PROJECT SUNSHINE WECH BAGHTU DASANI FAKE WATER ICE CONCENTRATION CAMPS ICE HYSTERECTOMIES OPERATION MIDNIGHT CLIMAX OPERATION MONGOOSE JULIAN ASSANGE EMMETT TILL ANDRE VITCHEK NIKOLA MOTORS FORT HOOD MISSING SOLDIERS AGRICULTURAL ABCD AARON SWARTZ KENTUCKY POLICE HITLER RUSHAN ABBAS GITMO US MILITARY BUYS APP DATA ELAINE MASSACRE LITTLE HIROSHIMA LYSOL INJECTION US RACTOPAMINE MEAT PIKETON WASTE BONUS ARMY DANNY CHEN NORTH DAKOTA ACCESS PIPELINE PROTESTS 北达科他州接入管道抗议 FERGUSON PROTESTS 弗格森暴动 ST. LOUIS PROTESTS 2017 年圣路易斯抗议活动 NUCLEAR TESTING BIKINI ATOLL 比基尼环礁的核试验 UNITE THE RIGHT RALLY 团结右集会 CHARLOTTE PROTESTS 夏洛特暴动 ATTACK ON SUI-HO DAM 袭击穗河水坝 MILWAUKEE PROTESTS 密尔沃基骚乱 Shooting of Alton Sterling and Philando Castile 奥尔顿·斯特林和菲兰多·卡斯蒂利亚的射击 Occupation of the Malheur NationalWildlife Refuge Malheur国家野生动物保护区的占领 death of Freddie Gray 弗雷迪·格雷的死 Shooting of Michael Brown迈克尔·布朗的拍摄 death of Eric Garner, Oakland California 奥克兰奥克兰市埃里克·加纳（Eric Garner）逝世 Operation Condor 神鹰行动 Occupy WallStreet 占领华尔街 My Lai Massacre 我的大屠杀 St. Petersburg, Florida 佛罗里达州圣彼得堡 Kandahar Massacre 坎大哈屠杀 1992Washington Heights riots 1992年华盛顿高地暴动 No Gun Ri Massacre 无枪杀案 L.A. Rodney King riots 洛杉矶罗德尼·金暴动 1979 Greensboro Massacre 1979年格林斯伯勒大屠杀 Vietnam War 越南战争 Kent State shootings肯特州枪击案 Bombing of Tokyo 轰炸东京 San Francisco Police Department Park Station bombing 旧金山警察局公园站爆炸案 Assassination of MartinLuther King, Jr. 小马丁·路德·金遭暗杀。 Long Hot Summer of 1967 1967年炎热的夏天 Bagram 巴格拉姆 Selma to Montgomery marches 塞尔玛到蒙哥马利游行 Highway of Death 死亡之路 Ax Handle Saturday 星期六斧头 Battle of Evarts 埃瓦茨战役 Battle ofBlair Mountain 布莱尔山战役 McCarthyism 麦卡锡主义 Red Summer 红色夏天 Rock Springs massacre 岩泉大屠杀 Pottawatomie massacre 盆大屠杀 Jeju uprising 济州起义 Colfaxmassacre 科尔法克斯大屠杀 Reading Railroad massacre 阅读铁路大屠杀 Rock Springs massacre 岩泉大屠杀 Bay viewMassacre 湾景大屠杀 Lattimer massacre 拉蒂默大屠杀 Ludlow massacre 拉德洛屠杀 Everett massacre 埃弗里特屠杀Centralia Massacre 中部大屠杀 Ocoee massacre Ocoee大屠杀 Herrin Massacre 赫林大屠杀 Redwood Massacre红木大屠杀 Columbine Mine Massacre 哥伦拜恩矿难 Guantanamo Bay 关塔那摩湾 extraordinary rendition 非凡的演绎 Abu Ghraib torture and prison abuse 阿布格莱布的酷刑和监狱虐待 Henry Kissinger 亨利·基辛格 TIMBER SYCAMORE PROJECT ICEWORM CHINESE EXLCUSION ACT BIKINI ATOLL GUANO ACT LOVE CANAL JIM JONES PEOPLE'S TEMPEL PARENT'S CHOICE HEAVY METALS OPERATION BROTHER SAM 2021 TEXAS BLACKOUT

yeah that was my point, badly worded. I don't know of a free one that's genuinely live. closest I've used is CME's SOFR futures strip, the delayed quotes are free on their site and they give you most of the short end. proper live swap quotes are behind Bloomberg or ICE as far as I know.

Ich bin ganz sicher nicht mit jemanden befreundet der so argumentiert.
Du kommst mit hybrid der effizienter ist als die ICE das kann sich keiner ausdenken. Natürlich ist halbelektrisch effizienter als nicht elektrisch. Du denkst auch nicht nach oder? Ist das mit AI geschrieben? Safe oder?
Naja das Geld ist ja da sonst würde man nicht so viel für Lobbyarbeit ausgeben die dich ja schonmal vollumfänglich beeinflusst hat.

I share your opinion on all points except the environment in terms of continuing to drive your ICE, there's research about that that's fairly new.
https://www.outsideonline.com/outdoor-adventure/environment/are-old-cars-greener/
https://www.ifeu.de/en/publication/buying-a-new-electric-car-or-continuing-to-use-the-old-combustion-engine
But I understand your other points. I wish you safe trips!

Definiere hocheffizienter Verbrenner.
Im Vergleich zu BEV (bis zu 90% Wirkungsgrad) wird ICE (bis zu 30-40% Wirkungsgrade) nie (hoch-)effizient sein.
Im Vergleich ICE vor 20 Jahren vs. ICE heute (als Hybrid) = durchaus effizienter, da Spritverbrauch signifikanter geringer.
Ansonsten ist es halt ein Marketingbegriff.
Viel Geld will man in die Entwicklung/ R&D gar nicht mehr stecken, nur das, was man für neue EU-Abgasnormen brauch.
Das ist ja auch der springende Punkt:
Motoren sind soweit gut ausentwickelt. Möglichst wenig reininvestieren, maximal viel Profit rausholen.
Manchmal frage ich mich auch:
Was denkst du, woher das Geld kommt „mal eben“ die grundlegende Technologie zu ändern; „mal eben alles auf BEV umstellen.“
Die (noch) besseren ICE-Profite finanzieren den ganzen Spaß mein Freund.

Nah. I’m not a hater either. I genuinely like electric cars. They are the superior tech in every way. And my next one will 1000% be one.
But as long as my old one runs fine I’ll use it. This way it’s better for the environment, I only drive long distance for that it has better range than any E that I’d be willing to pay for, I learned how to do all the regular service myself for this one, and it’s beautiful with real buttons.
overall it’s better for me as long as it runs. But ofc if it was new ICE vs new E I’d go E.

The issue is that it's an ICE car :P

That is the least likely thing. If you want to worry, worry about them siccing ICE agents on polling places.

That’s where ICE will look first

Automakers have been put through the wringer on an industrial scale. I honestly feel bad for them. Emission standards, We Will Ban All ICE Vehicles By 2030 (lol jk), here’s a zillion bucks to make EVs (lol jk), also jk on the emission standards. Also we’ll make domestic labor entirely too expensive to make cars here, but also if you even think about manufacturing them overseas you will be ruined by import taxes. Figure it out.
It’s no wonder the US auto manufacturers want to get back into weapons.

Ich weiß, es ist in der heutigen schwarz/weiss (bev vs. ice) Welt schwer zu differenzieren, aber hast du schon mal in Betracht gezogen, dass die Deutsche Automobilindustrie mit beiden Antriebssparten Geld verdient?
Das eine davon (ICE) gut ausentwickelt ist, man dort noch im jeweiligen Segment führend ist; aber am aller wichtigsten: Man noch gute Profite macht!
Warum das über Nacht wegwerfen, ein ganzes Businessfeld?
BEV verschlafen? Technisch offensichtlich nicht. Umsatz und Profit steigt auch dort. Wie weit und lang man Wirtschaftskrieg aushält, ist eine andere Frage.

GuMo FAB, aus einem pünktlichen ICE. Rolltreppen am Südkreuz Richtung Schöneberg haben vor einer Woche funktioniert. Kaum links gewählt, und schon passieren Wunder. Inzwischen stehen sie natürlich wieder still, aber immerhin.

**Best positioned to benefit**
Ranked by exposure to the two strongest money laws, program position, and—where known—actual awards or obligations. “Positioned” is not the same as revenue booked
.
**All**
**Defense**
**Border**
**Energy**
**01**
**Lockheed Martin**
F-35 funding is explicit—$8.5B for 69 aircraft—alongside PAC-3 MSE, THAAD, Next Generation Interceptor and a Golden Dome prototype slot. About 72% of 2025 revenue came from the U.S. government.
**PROGRAM FUNDED**
**P.L. 119-21 / 75**
**02**
**RTX**
AMRAAM, SM-6, Tomahawk and LTAMDS align RTX with the $25B munitions surge; Raytheon also sits in the Golden Dome interceptor prototype pool.
**POSITIONED**
**MUNITIONS**
**03**
**General Dynamics**
Electric Boat shares the $4.6B second FY2027 Virginia-class submarine line with HII-Newport News. Mission Systems won a Golden Dome prototype OTA; ordnance is positioned for munitions.
**DIRECT PROGRAM HOOK**
**SHIPS + MISSILES**
**04**
**Northrop Grumman**
B-21, Sentinel ICBM and Next Generation Interceptor align with the $15B nuclear-deterrence and $25B Golden Dome titles. It is also an interceptor prototype winner.
**POSITIONED**
**DETERRENCE**
**05**
**Huntington Ingalls**
The purest public shipbuilding exposure: two DDG-51s funded at $5.4B with Bath Iron Works, Virginia-class work with General Dynamics, and access to the $36.9B FY2026 Navy ship account.
**PROGRAM FUNDED**
**SHIPBUILDING**
**06**
**Boeing**
F-15EX, KC-46, T-7A and MQ-25 make Boeing a broad incumbent beneficiary, with additional ordnance and services exposure.
**POSITIONED**
**AIR SYSTEMS**
**07**
**L3Harris**
Shares a $1.75B Space Development Agency order for 36 missile-tracking satellites with Sierra Space, feeding the Golden Dome sensor layer.
**AWARDED**
**$1.75B SHARED**
**08**
**SpaceX**
One of 12 Golden Dome space-interceptor prototype winners, with launch and Starshield positioning. Production awards remain ahead, not guaranteed.
**PROTOTYPE**
**GOLDEN DOME**
**09**
**GEO Group / CoreCivic**
The clearest obligated-dollar border winners: 2025 ICE obligations of $2.1B to GEO and $653.5M to CoreCivic; DHS also acquired four CoreCivic facilities for $2.2B.
**OBLIGATED / FLOWING**
**DETENTION**
**10**
**CSI / Classic Air / MVM**
2025 ICE obligations reached $1.1B for CSI Aviation, $800.2M for Classic Air Charter and $1.1B for MVM, tying the group to deportation and transport spending.
**OBLIGATED**
**TRANSPORT**
**11**
**Bechtel / Honeywell / BWXT**
DOE/NNSA weapons activities—roughly $20B in FY2026 appropriations—and the $15B nuclear-deterrence title flow through management, operations and naval-reactor contracts.
**POSITIONED**
**NNSA**
**12**
**Palantir**
A roughly $30M no-bid ImmigrationOS award plus Army data and AI work gives Palantir smaller absolute dollars but greater growth leverage on the $16B innovation title.
**AWARDED**
**AI / DATA**
**READ THE RANK CORRECTLY**
Private contractors captured about 54% of DoD discretionary spending from 2020–2024—roughly $2.4T. The top five primes took $771B; Lockheed alone took $313B in constant FY2025 dollars. That installed base is why incumbents dominate this forward-looking ranking. [Source](https://aoav.org.uk/2025/war-as-business-the-real-winners-of-americas-endless-conflict/)

If the next president is not a republican then I would short Geo group. A private prison company that received a lot of government money through ICE.

I'm not the one with spreadsheet alchemy.  Accidents are already reduced by autonomous driving.  FSD isn't perfect, but it doesn't drink and drive, it doesn't speed, it doesn't get road rage.  And autonomous crashes of leases vehicles, aside from gross negligence such as failure to replace tires, are going to be the fault of the manufacturer, not the owner.  If you're driving your new car and a verifiable defect causes the brakes to lose pressure and you mow down a girlscout on the crosswalk, do you think your insurance company is paying out or the manufacturer?  A video and software data available to show a glitch or gap in software during FSD mode is no different.
But don't take my word for it, there are plenty of studies out there on how long-term insurance companies are going to need to deal with reduced revenue when FSD eventually becomes ubiquitous.
My math displayed earlier clearly showed a conservative crack with an average rider cost of $10 per ride and 50% of that then going to fees.  I like your 20% figure better for my point but you haven't thought that through.
Charging costs are paid for by letting your car do enough rides.  5 a day is more than enough to offset.
Car cleaning!  I'm glad you brought that up!  It shows you've taken the time to detail why I'm wrong but not the 5 seconds to actually research yourself.  Let me start by saying fuck Elon, but they've not only theoretically solved this but have already begun rolling it out.  When it's charging how difficult is it to vacuum a car YOU designed for robotic cleaning?  Answer is that it's not problematically difficult.  Spills and vomits are as simple as banning repeat offenders or charging fees.  For $100 I'll deal with it and the shitty rider can find a new rideshare if they don't like it.
The lease mileage/depreciation is speculation in any direction.  Current leases and leases cars are built on a business model of having to resell the car for substantially less after the lease is up.  We're moving to an appliance model here.  Given Tesla's history of doing things like eating the cost of charging to attract buyers, I find it unlikely they're going to penalize people making them extra money via their slice of the rideshare pie.
Fuck Elon, and long term it's almost impossible that smarter, newer efficient overseas manufacturers don't eat their lunch soon.  But in general the model of really cheap autonomous taxi/cars making it a luxury NOT to own one is inevitable.  EVs are really super simple compared to even just the transmission of an ICE car, never the actual ICE and the hundreds of wear parts and multiples more maintenance.  And computers are already better drivers than your average person, even if not perfect.
It probably won't be Tesla and it might be 20 years, but unless you think we've reached the peak of technology at being 90% of the way to FSD there's no logic as to why it won't be the norm for these appliances.  Not to mention drastically reduce what we spend on transportation at a time when the average new car is $50k and driven by a meatbag idiot.

ICE just detained my robot janitor what do