✨🇨🇳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.

Combat drone Mojave 🇺🇸 armed with twin Dillon Aero DAP-6 gun pods destroyed multiple static targets in a live-fire demo.

Test firing of the 'Barracuda-500' 🇺🇸:
- Type: Subsonic autonomous cruise missile
- Range: ~930 km
- Speed: ~Mach 0.74
- Propulsion: Turbojet engine
- Payload: ~45 kg (100 lb) modular
- Autonomy: AI-enabled mission system

Swarming Canister-launched Kamikaze drone SkyStriker by Elbit America 🇺🇸.
Range: 265 km
Endurance: 140 min
Strike angles: selectable 30°–75°
Max weight: 110 lb

UGV 'ULTRA': Tactical unmanned ground vehicle designed for complex environments.
Company: Overland AI 🇺🇸

Helicopter combat drone VAPOR CLE by #aerovironment $AVAV 🇺🇸
Type: All-electric VTOL UAS
Range: up to 32 km
Endurance: up to 120 min
Payload: 2.3-10.9 kg
Weight: 14.5-30.8 kg
Deployment Time: ~2 minutes

$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI

HERE ARE THE TOP 15 STOCKS OF 2026

1. $IBRX +330%
2. $WATT +160%
3. $ICHR +148%
4. $SNDK +136%
5. $UCTT +118%
6. $FSLY +78%
7. $LITE +73%
8. $BW +54%
9. $INDO +53%
10. $AEHR +52%
11. $WDC +52%
12. $TWST +50%
13. $BE +50%
14. $AMAT +40%
15. $MU +36%

We are in a monetary regime shift.

Since the 1970s, the vast majority of global currency reserves have been held in USD and US Treasuries. That structural demand allowed the US to run persistent deficits while exporting inflation abroad. Foreign buyers absorbed the supply of Treasuries and effectively financed US consumption.

The seizure of Russian reserves changed the calculus. The US weaponized the dollar system... its greatest strategic advantage.

Now, countries are reassessing that risk.

For the first time since 199six central bank gold holdings exceed treasuries. As more central banks shift reserves toward gold instead of Treasuries, less of the inflation created by US deficits will be absorbed externally. A greater portion will remain inside the domestic economy, pushing up prices.

Meanwhile:

- US fiscal deficits are projected to expand
- Treasury issuance is increasing
- Foreign demand for Treasuries is weakening

Rising supply with structurally softer demand is not a stable setup.

The resulting debasment will push #gold higher and the dollar lower

U.S. Tariff Reset 2025–2026 📊

From ~50% peak tariffs in 2025 to a 15% global baseline today following a 6–3 Supreme Court ruling that reset executive authority.

India exposure now sits in the 15–18% band.

Policy window: 150 days.

Data center power demand is surging.

- They consume ~7% of US electricity demand-
- That’s a ~75% increase in 3 years

For Big Tech to continue growing, it will need to invest massive amounts of capital in the grid and the energy sector.

That’s where the money will be made.

$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Big Tech is securing the uranium supply chain for the AI race.

Meta is prepaying Oklo to lock in fuel for a 1.2GW Ohio campus, while Microsoft is accelerating the Three Mile Island restart to 2027 via a $1 billion federal loan.

⚡ Electricity Is The Real AI Bottleneck

#China: 10.1k TWh
US: 4.6k TWh
#India: 2.7k TWh

AI doesn’t just need chips.
It needs electricity

China scaled power generation at industrial speed.
The U.S. barely moved.

This is why gas plants, nuclear restarts, LNG buildout, and grid upgrades suddenly matter.

The next decade isn’t about who designs the best model.

It’s about who can power it.

#oott #energy

🔋 Copper
The Backbone of the Energy Transition

🌍 This map highlights the world’s top copper reserves, and some insights are striking:

🥇 #Chile leads with 190 million metric tons, an unmatched position in the global copper supply chain.

🥈 #Australia (97 Mn), Peru (81 Mn), and Mongolia (61.3 Mn) follow, cementing their roles in future energy systems.

🇮🇳 #India, with 46 Mn tons, ranks in the top 10 yet it remains a net importer, signaling untapped domestic potential.

📊 #Copper is no longer just a commodity it's an enabler of:

Clean electrification

Battery storage

AI powered infrastructure

High efficiency data centers

#energy