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$IREN $CLSK $CIFR $BITF $WULF $CRWV | ASML CEO Christ Fouquet: "If we don't improve the power efficiency of our AI chips over time, training these models could eventually consume the entire worldwide energy."
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$MU $SNDK $ASML $LCRX $AMAT $KLAC | Micron CEO Sanjay Mehrotra warns the semiconductor shortage will persist through 2026.
"Building a new fab takes a lot of time, and demand for chips remains high, creating a semiconductor shortage."
"Building a new fab takes a lot of time, and demand for chips remains high, creating a semiconductor shortage."
🔥 China Is Hoarding Gold
Shanghai Futures Exchange inventories just hit 104 tonnes, an all-time high.
Deliverable gold has quadrupled in months.
This is physical metal in vaults. Not paper.
Drivers:
• Currency hedge
• Dollar diversification
• Property stress
• Strategic reserve buildup
This is defensive accumulation at scale.
The question is not why gold is rising.
It’s what China is preparing for.
#China #gold
Shanghai Futures Exchange inventories just hit 104 tonnes, an all-time high.
Deliverable gold has quadrupled in months.
This is physical metal in vaults. Not paper.
Drivers:
• Currency hedge
• Dollar diversification
• Property stress
• Strategic reserve buildup
This is defensive accumulation at scale.
The question is not why gold is rising.
It’s what China is preparing for.
#China #gold
🚨 Lithium Is Geography
Global lithium reserves, 2024 (’000 metric tons):
🥇 Chile: 9,300
🥈 Australia: 7,000
🥉 Argentina: 4,000
🇨🇳 #China: 3,000
🇺🇸 U.S.: 1,800
The triangle is clear: Chile + Australia + #Argentina dominate reserves.
But here is the twist:
China may rank 4th in reserves, yet it dominates processing and refining.
Reserves ≠ control.
Processing = leverage.
In a world racing toward EVs, batteries, and grid storage, the question is not just who owns the lithium underground.
It is who controls the value chain above it.
#energy #minerals #metals
Global lithium reserves, 2024 (’000 metric tons):
🥇 Chile: 9,300
🥈 Australia: 7,000
🥉 Argentina: 4,000
🇨🇳 #China: 3,000
🇺🇸 U.S.: 1,800
The triangle is clear: Chile + Australia + #Argentina dominate reserves.
But here is the twist:
China may rank 4th in reserves, yet it dominates processing and refining.
Reserves ≠ control.
Processing = leverage.
In a world racing toward EVs, batteries, and grid storage, the question is not just who owns the lithium underground.
It is who controls the value chain above it.
#energy #minerals #metals
🇺🇸The US now imports nearly all the uranium its reactors use☢️
Domestic production has collapsed. Imports dominate.
Now add this:
Every advanced reactor western nuclear facility Runs on #HALEU.
Until 2023, only Russia could produce it commercially.
Today, just one Western company is licensed to do so.
The nuclear renaissance is not about reactors.
It’s about fuel control.
#energy #nuclear #uranium
Domestic production has collapsed. Imports dominate.
Now add this:
Every advanced reactor western nuclear facility Runs on #HALEU.
Until 2023, only Russia could produce it commercially.
Today, just one Western company is licensed to do so.
The nuclear renaissance is not about reactors.
It’s about fuel control.
#energy #nuclear #uranium
🇨🇭 Global One SI - Prompt
Lindsay Graham "My hope is that in the coming weeks, if we can't find a diplomatic solution (Iran 🇮🇷), that we engage in a great endeavor... To those who participate in this endeavor, god bless you." "Our date with history is upon us."
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Reminder: Last time Trump said he was giving Iran "2 weeks" was Fri June 20, 2025.... He struck Iran on June 22...
The Best Performing Sectors in the S&P 500
Memory: $MU $WDC $STX
Semis: $TXM $ADI $MPWR
Semi Equipment: $AMAT $LRCX $TER
Networking: $GLW
Power Infrastructure: $PWR $GEV $EME $GNRC
Energy Services: $SLB $BKR $HAL
Aerospace & Defense: $LMT $NOC $HII $TDY
Materials: $CE $DOW $DD $LYB $BG
Healthcare: $MRNA $DVA $VTRS
Cybersecurity: $AKAM
Machinery: $DE $CAT
Oil: $XOM $OXY
Mining: $NEM
Memory: $MU $WDC $STX
Semis: $TXM $ADI $MPWR
Semi Equipment: $AMAT $LRCX $TER
Networking: $GLW
Power Infrastructure: $PWR $GEV $EME $GNRC
Energy Services: $SLB $BKR $HAL
Aerospace & Defense: $LMT $NOC $HII $TDY
Materials: $CE $DOW $DD $LYB $BG
Healthcare: $MRNA $DVA $VTRS
Cybersecurity: $AKAM
Machinery: $DE $CAT
Oil: $XOM $OXY
Mining: $NEM
🇨🇭 Global One SI - Prompt
$ASTS Hits Positive Cash Flow With Just 25 Satellites Current price: $84.43 ATH: $129.89 Down ~35% from ATH This model from Bloomberg Intelligence is so bullish and is only for 25 satellites. The company has stated that 25 satellites is the magic number…
AST SpaceMobile $ASTS to provide a quarterly business update on March 2 at 5 PM ET.
Key focus areas include the BlueBird 7 launch schedule and the 2026 target of 45 to 60 satellites. Management will also discuss the recent $1 billion capital raise.
Key focus areas include the BlueBird 7 launch schedule and the 2026 target of 45 to 60 satellites. Management will also discuss the recent $1 billion capital raise.
👀1
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
1️⃣ Hermes – #KairosPower
📍 Oak Ridge, Tennessee
• 35 MWth test reactor
• Fluoride salt–cooled high-temp reactor
• Uses TRISO fuel
• NRC construction permit issued in 2023
• First advanced non-light-water reactor under construction in the U.S. in decades
Goal: Demonstrate tech before commercial deployment.
Fun fact: It’s being built near the birthplace of the Manhattan Project.
📍 Oak Ridge, Tennessee
• 35 MWth test reactor
• Fluoride salt–cooled high-temp reactor
• Uses TRISO fuel
• NRC construction permit issued in 2023
• First advanced non-light-water reactor under construction in the U.S. in decades
Goal: Demonstrate tech before commercial deployment.
Fun fact: It’s being built near the birthplace of the Manhattan Project.
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
2️⃣ Hermes 2 – Kairos Power
• Two additional test reactors
• Same 35 MWth design
• Approved in 2024
• Designed to accelerate learning before commercial rollout
• Two additional test reactors
• Same 35 MWth design
• Approved in 2024
• Designed to accelerate learning before commercial rollout
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
3️⃣ MSR-1 – Natura Resources
📍 Abilene Christian University, Texas
• Molten Salt Reactor
• ~1 MWth
• NRC construction permit issued in 2024
• Research + demonstration reactor
Fun fact: This is one of the 1st university-associated advanced reactor builds in modern U.S. history!!
📍 Abilene Christian University, Texas
• Molten Salt Reactor
• ~1 MWth
• NRC construction permit issued in 2024
• Research + demonstration reactor
Fun fact: This is one of the 1st university-associated advanced reactor builds in modern U.S. history!!
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
4️⃣ Aalo-X - #AaloAtomics
📍 Idaho
• 10 MWe modular reactor
• DOE Reactor Pilot Program participant
• Experimental demonstration unit
• Groundbreaking completed
Designed as a factory-manufactured microreactor platform.
Fun fact: The company is targeting first criticality around 2026!!!
📍 Idaho
• 10 MWe modular reactor
• DOE Reactor Pilot Program participant
• Experimental demonstration unit
• Groundbreaking completed
Designed as a factory-manufactured microreactor platform.
Fun fact: The company is targeting first criticality around 2026!!!
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
5️⃣ Natrium – #TerraPower
📍 Kemmerer, Wyoming (at a retiring coal plant site)
• Sodium-cooled fast reactor
• 345 MWe
• Integrated molten salt energy storage
• Non-nuclear construction underway
• Target early 2030s
Fun fact: It can ramp output to 500 MWe using thermal storage.
📍 Kemmerer, Wyoming (at a retiring coal plant site)
• Sodium-cooled fast reactor
• 345 MWe
• Integrated molten salt energy storage
• Non-nuclear construction underway
• Target early 2030s
Fun fact: It can ramp output to 500 MWe using thermal storage.
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
🔄 Palisades Nuclear Plant - #holtecintl
(📍Michigan)
• ~800 MWe PWR
• Shut down in 2022
• Now undergoing refurbishment for potential restart in 2026
This would be the first restart of a fully closed commercial nuclear reactor in U.S. history!!
Fun fact: It’s receiving federal support because policymakers now see nuclear as essential for grid reliability & clean energy goals 🫶
(📍Michigan)
• ~800 MWe PWR
• Shut down in 2022
• Now undergoing refurbishment for potential restart in 2026
This would be the first restart of a fully closed commercial nuclear reactor in U.S. history!!
Fun fact: It’s receiving federal support because policymakers now see nuclear as essential for grid reliability & clean energy goals 🫶
🇨🇭 Global One SI - Prompt
Did you know there are actually 5 nuclear reactors under construction in the United States right now? 🇺🇸 And that doesn’t even include major reactor restarts… Let’s break them down 👇🧵
🔄 Crane Clean Energy Center - #CEGCleanEnergy
(📍Pennsylvania)
• ~837 MWe PWR
• Closed in 2019
• Restart effort underway to serve growing electricity demand, including data centers
Yes, formerly known as Three Mile Island. Same Unit 1 that operated safely for decades.
One of the most symbolic nuclear comebacks in U.S. history
(📍Pennsylvania)
• ~837 MWe PWR
• Closed in 2019
• Restart effort underway to serve growing electricity demand, including data centers
Yes, formerly known as Three Mile Island. Same Unit 1 that operated safely for decades.
One of the most symbolic nuclear comebacks in U.S. history