$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | Banks, tech giants, and governments are pivoting to nuclear to sustain the AI race.

With Meta signing 1.2GW deals and Microsoft and Google investing $2B+ in SMRs, 24/7 reliable power has officially become the ultimate "AI fuel."

China is quietly reshaping the future of global shipping. Robots are talking human Jobs.

Across several of its mega-ports, container terminals are now fully automated. Giant quay cranes lift containers from vessels without a human sitting in the cabin.

Below, fleets of driverless container trucks, known as Automated Guided Vehicles, move in perfect coordination across the yard. No horns. No drivers. Just sensors, AI systems, and 5G networks directing traffic with machine precision.

At places like the Port of Qingdao and the Port of Tianjin, operations run almost like a choreographed dance. Containers are scanned, routed, stacked, and dispatched with minimal human intervention. Even the yard cranes operate remotely from control rooms, where technicians monitor screens instead of climbing steel ladders.

The result? Faster turnaround times, lower labor risks, fewer accidents, and round-the-clock efficiency. Ships berth, discharge, reload, and sail with remarkable speed.

For the maritime industry, this is more than innovation. It’s a shift in philosophy. From manpower to machine precision. From manual coordination to digital orchestration.

The question is no longer whether automation is coming to ports. It’s already here.

$IBRX LOTS of stuff coming next week!

🪖 Seeing through walls is no longer science fiction.

An American company has unveiled a headset called “EagleEye,” capable of merging feeds from soldiers’ cameras, ground sensors, and drones to provide real-time augmented tactical vision.

The positions of allies and threats appear directly in the field of vision, even if they are behind an obstacle, thanks to data overlay.

$OPTX

This is not a video game.

With lethal connectivity, EagleEye enables Warfighters to command and control unmanned systems and call for fires through a heads-up, hands-free display.

anduril.com

General Atomics Aeronautical Systems 🇺🇸 unveils the Gambit Series: AI-enabled, semi-autonomous aircrafts built for ISR, strike, training & carrier ops.

Fully Autonomous Helicopter Drone S-70UAS U-Hawk 🇺🇸. First flight in 2026.

Lethal Kamikaze Drone 'Rogue 1' 🇺🇸.
Extended video
- Speed: 113 kmh
- Endurance: 30 min
- Range: 10+ km
- Company: Teledyne FLIR

This is the T800, developed by the Chinese startup EngineAI in Shenzhen. 🇨🇳

China’s satellite constellation is now extending its coverage to a global scale.

These images of Atlanta airport, captured by the Jilin-1 satellites, demonstrate China’s ability to observe and monitor virtually any point on the globe with high precision.

BYD's vertical integration is insane, much moreso than Tesla's

They make their own batteries, chips, motors, and even mine their own lithium.

A couple of years ago they felt there weren't enough transport options for their cars, so they built their own fleet of car carrier ships, and- per this video, the cars drive off of the ships autonomously.

They now operate the largest car carriers in the world. Each carries up to 9,200 cars and is powered by LNG.

The fleet can export ~1M cars/year and cuts per-vehicle shipping costs 30-40%. Wild!

BYD currently has a fleet of 8 ships capable of delivering over 1 million EVs worldwide annually.

BYD Explorer No.1 – 7,000
BYD Changzhou – 7,000
BYD Hefei – 7,000
BYD Shenzhen – 9,200
BYD Xi’an – 9,200
BYD Changsha – 9,200
BYD Zhengzhou – 7,000
BYD Jinan – 9,200

BYD new factory in Zhengzhou will cover 50 square miles, which is larger than San Francisco's surface at 46.9 square miles.

✨🇨🇳This is BYD Yangwang U8 SUV! It can move sideways and spin in place to make a U-turn, showcasing its amazing maneuverability.

MACRO NEXT WEEK

Monday:
🇪🇺 ECB Lagarde Speech

Tuesday:
🇺🇸 Multiple Fed Speeches
🇺🇸 ADP Employment Change
🇺🇸 Consumer Confidence Data
🇺🇸 M2 Money Supply Update

Wednesday:
🇪🇺 EU CPI & Core CPI
🇺🇸 Crude Oil Inventories

Thursday:
🇺🇸 Initial Jobless Clams

Friday:
🇺🇸 US PPI & Core PPI

When such a formation of mech marches across the parade square, the petty criminals will surely fall silent with fear.

9 U.S. C-17 military cargo jets carrying 700 tonnes of weapons are moving toward the Middle East.

This is now the largest U.S. military buildup in the region since 2003.

A CIA whistleblower says a strike on Iran could happen as soon as Monday.

China’s real strength is not mining... it is processing.

Across nearly every critical mineral, China controls a disproportionate share of global processing capacity. Mining is only the first step. Without refining, concentrate is useless.

That means even if the West ramps up domestic mining, it remains dependent if the material still has to be shipped to China for processing.

True independence requires rebuilding the entire value chain:

- Upstream mining
- Midstream refining and processing
- Downstream manufacturing integration

That capital rotation, away from asset-light globalization and toward resource sovereignty, will shape the next decades.

🇨🇳 China’s Jilin 1 satellite constellation now operates nearly 300 satellites capable of streaming live high definition video in real time.

From land to sea, the network can track large scale military movements with precision. That means aircraft carrier groups, air defense systems, and combat aircraft activity across vast regions can be closely observed.

🇨🇳🇮🇷🇺🇸🇮🇱 In today’s battlespace, nothing stays hidden for long.