If we go to war with Iran, these are the stocks you will want to keep an eye on:
Defense primes:
$LMT, $RTX, $NOC, $GD, $LHX, $HWM
Drones and autonomous systems:
$ONDS, $AVAV, $KTOS, $RCAT
Oil and shipping:
$USO, $CVX, $FRO, $DHT, $INSW
Safe havens:
$GLD, $IAU, $SLV
Defense ETFs:
$SHLD, $ITA, $PPA, $XAR
Having a plan before the chaos starts is the whole edge.
Defense primes:
$LMT, $RTX, $NOC, $GD, $LHX, $HWM
Drones and autonomous systems:
$ONDS, $AVAV, $KTOS, $RCAT
Oil and shipping:
$USO, $CVX, $FRO, $DHT, $INSW
Safe havens:
$GLD, $IAU, $SLV
Defense ETFs:
$SHLD, $ITA, $PPA, $XAR
Having a plan before the chaos starts is the whole edge.
🇨🇭 Global One SI - Prompt
Mexico, the world’s largest #silver producer, is facing escalating cartel violence. Following reports of the killing of a cartel leader, there have been clashes between the military and cartels This comes after 10 employees of Vizsla were abducted and killed.…
Cartel territory in Mexico overlaps directly with some of the most important #silver mines on earth.
Terronera?
Guanajuato?
San Dimas?
All in or around Jalisco New Generation Cartel zones.
Silver’s geopolitical risk premium is wildly underpriced.
Terronera?
Guanajuato?
San Dimas?
All in or around Jalisco New Generation Cartel zones.
Silver’s geopolitical risk premium is wildly underpriced.
🇨🇭 Global One SI - Prompt
🇲🇽🇨🇳❌🇺🇸🔥China says, Trump plans to carry out overthrow of Current Claudia Sheinbaum regime to capture World’s largest $600b worth #SILVER mining sites in Mexico.
This might be a catalyst for true #silver price discovery... dont sleep on this story...
🇨🇭 Global One SI - Prompt
Anduril’s Ghost Shark is going underwater dominance, powered by $KRKNF 🔥 Palmer Luckey just dropped pics of these beast-mode autonomous subs (Ghost Shark XL-UUVs) – and guess who’s deep in the build? Kraken Robotics $KRKNF / $PNG.V supplies the critical…
This is the future of defense:
> Autonomous drones
> Autonomous subsea
> Autonomous vehicles
> AUTONOMOUS DEFENSE
Anduril, $ONDS, $KRKNF provide design, mechanics, functions, software… the system… the end product.
$OSS provides the hardware (edge AI) making it possible for defense to functions in these harsh environments.
I like them ALL.
> Autonomous drones
> Autonomous subsea
> Autonomous vehicles
> AUTONOMOUS DEFENSE
Anduril, $ONDS, $KRKNF provide design, mechanics, functions, software… the system… the end product.
$OSS provides the hardware (edge AI) making it possible for defense to functions in these harsh environments.
I like them ALL.
✍1
Institutions are quietly LOADING these 3 stocks HARD 🚨
Big money doesn’t move like this without a reason.
1. Rocket Lab $RKLB
1.047+ institutions
302M+ shares held
Vanguard, BlackRock, Baillie Gifford
2. Robinhood $HOOD
1.806 institutions
600M+ shares
Vanguard, BlackRock, JPMorgan
3. Oklo $OKLO
822+ institutions
81M+ shares
BlackRock, Vanguard, Uranium ETFs
Big money doesn’t move like this without a reason.
1. Rocket Lab $RKLB
1.047+ institutions
302M+ shares held
Vanguard, BlackRock, Baillie Gifford
2. Robinhood $HOOD
1.806 institutions
600M+ shares
Vanguard, BlackRock, JPMorgan
3. Oklo $OKLO
822+ institutions
81M+ shares
BlackRock, Vanguard, Uranium ETFs
👀1
⚛️ Uranium Market
Demand rising into 2030–2035.
Mine supply ex-inventory lagging.
2 gaps stand out:
📍 Mid-decade tightening
📍 Larger structural deficit by 2035
Drivers:
• Reactor restarts
• New builds in China & India
• SMR pipeline
• Energy security pivot
Uranium isn’t priced on headlines.
It’s priced on pounds.
And the pounds don’t balance.
#energy #nuclear #uranium
Demand rising into 2030–2035.
Mine supply ex-inventory lagging.
2 gaps stand out:
📍 Mid-decade tightening
📍 Larger structural deficit by 2035
Drivers:
• Reactor restarts
• New builds in China & India
• SMR pipeline
• Energy security pivot
Uranium isn’t priced on headlines.
It’s priced on pounds.
And the pounds don’t balance.
#energy #nuclear #uranium
🇨🇭 Global One SI - Prompt
Dr. Patrick Soon-Shiong revealed a game-changing cancer breakthrough on Sean Spicer’s show: “We’ve built the world’s first AI-driven robotic factory that turns a pint of your blood into billions of activated natural killer cells — frozen, ready to infuse…
ImmunityBio $IBRX reports a 700% YoY revenue surge to $113M for 2025, driven by a 750% jump in ANKTIVA sales.
With a world first lung cancer approval in Saudi Arabia and expansion to 33 countries, the firm enters 2026 with $242.8M in cash and IP through 2035.
With a world first lung cancer approval in Saudi Arabia and expansion to 33 countries, the firm enters 2026 with $242.8M in cash and IP through 2035.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇨🇭 Global One SI - Prompt
#WTI/USDT M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#WTI/USDT M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
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↗️ ostium.com
↗️ vooi.io
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💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
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🇨🇭 Global One SI - Prompt
$BRENT/USD M15 #Indicator #Signal #Trading #GlobalOneAI $BRENT is now tradable on-chain. Trade $BRENT with up to 150x leverage: ➡️ gains.trade/trading#BRENT-USD
$BRENT/USD M15 #Indicator #Signal #Trading #GlobalOneAI
$BRENT is now tradable on-chain.
Trade $BRENT with up to 150x leverage:➡️ gains.trade/trading#BRENT-USD
$BRENT is now tradable on-chain.
Trade $BRENT with up to 150x leverage:
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🇨🇭 Global One SI - Prompt
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI Silver volatility can move fast. Leverage magnifies it. Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD
#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Silver volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD
Silver volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAG-USD
🇨🇭 Global One SI - Prompt
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI Gold volatility can move fast. Leverage magnifies it. Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Gold volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD
Gold volatility can move fast. Leverage magnifies it.
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD
🚢 Global Trade Runs Through Asia
Top 20 container ports by volume tell a clear story.
🇨🇳 Shanghai: 43.5M TEU
🇸🇬 Singapore: 36.6M
#China alone dominates the top ranks.
Of the top 10 ports:
• 7 are in China
• 8 are in Asia
Largest Western hubs:
• Rotterdam 14.3M
• Los Angeles 9.2M
The center of gravity in global #trade is not shifting.
It has already shifted.
Containers reveal where economic power actually flows.
Top 20 container ports by volume tell a clear story.
🇨🇳 Shanghai: 43.5M TEU
🇸🇬 Singapore: 36.6M
#China alone dominates the top ranks.
Of the top 10 ports:
• 7 are in China
• 8 are in Asia
Largest Western hubs:
• Rotterdam 14.3M
• Los Angeles 9.2M
The center of gravity in global #trade is not shifting.
It has already shifted.
Containers reveal where economic power actually flows.
The #silver supply-demand model is broken
- Peak silver production was 2016
- Production is not expected to reach that peak again until 2030
The silver market has fundamentally changed.
Industrial demand for silver is surging:
- 2016: ~47%
- 2026: ~67%
At the same time, the market has been running deficits for 5 consecutive years, while the US administration is actively seeking to increase silver stockpiles.
The physical silver market is extremely tight
- Peak silver production was 2016
- Production is not expected to reach that peak again until 2030
The silver market has fundamentally changed.
Industrial demand for silver is surging:
- 2016: ~47%
- 2026: ~67%
At the same time, the market has been running deficits for 5 consecutive years, while the US administration is actively seeking to increase silver stockpiles.
The physical silver market is extremely tight