chapotraphouse

It's a lot of the latter. Also a lot of it is exports, which is also just a subsidy for arms manufacturers but the weapons go to clients. This includes Iraq. American vassals will not necessarily do everything the US wants, however, despite buying those weapons. The Saudis are a big buyer but they've pulled back as a result of the al-Aqsa flood. Japan is a buyer but they're gonna do fuck-all in the case of a ME war.

This doesn't necessarily mean that the Twitter OP is overall correct. I don't know how to evaluate whether US stockpiles are overwhelming or not and I kinda doubt they do either. But it would be a good thing to focus on, as any hints of the downfall of US empire are a call to action for us.