The calculus for this entire war is rapidly changing right now, and it is accelerating in a positive direction for Ukraine. Yesterday's meeting between President Trump and President Zelensky was a resounding win for Ukraine in getting the ability to produce Patriot interceptors, as well as the rumored U.S. intelligence help for the drone strikes on refineries.

We talk about Trump's views vs the reality on the ground, but he has nothing on Putin. I cannot imagine Putin staying in power if he tries another mass mobilization or staying in power if these refinery strikes continue, because we have seen Russians getting outraged on social media for the fuel shortages, and it seems that is not only going to continue but also continue to expand. The idea of hitting NATO bases with some in Russian leadership have started to suggest would also just further be a wildly terrible move with countries like the Baltics and Poland ready to strike back.