🇨🇭 Global One SI - Prompt
If the US strikes Iran this week, small cap defence stocks go parabolic. $ONDS builds autonomous drones for the Pentagon. Trading at $10. During every escalation in 2024 and 2025, defence names ripped. You are not ready.
Iran escalation + Mexico cartel war.
$ONDS builds autonomous combat drones for the Pentagon and $RKLB launches rockets for the Space Development Agency.
Which one 5x's first?
$ONDS builds autonomous combat drones for the Pentagon and $RKLB launches rockets for the Space Development Agency.
Which one 5x's first?
🇨🇭 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…
The Pentagon just revealed its $152 billion 2026 spending plan.
Here's why it's going to make me rich.
$1.3 billion was specifically allocated to expand unmanned underwater vehicle production.
Including the Dragonfish LDUUV for INDOPACOM.
Plus $1.5 billion for small unmanned surface vessels AND $2.1 billion toward medium unmanned surface vessels.
This isn't a proposal. This is a signed spending plan delivered to Congress today.
Now think about what this means for $KRKNF.
Kraken is sole sourced into nearly every serious Western UUV program.
Anduril, HII, Rheinmetall, Teledyne, Kongsberg. Every major platform runs on Kraken batteries and sonar.
When the Pentagon writes a $1.3 billion check to expand UUV production, that money flows through the primes directly to suppliers like Kraken.
The US government just confirmed the demand signal in writing.
$1.84B market cap. $1.3B in sector commitment from just one government, in one year.
We are so early to this trend.
Here's why it's going to make me rich.
$1.3 billion was specifically allocated to expand unmanned underwater vehicle production.
Including the Dragonfish LDUUV for INDOPACOM.
Plus $1.5 billion for small unmanned surface vessels AND $2.1 billion toward medium unmanned surface vessels.
This isn't a proposal. This is a signed spending plan delivered to Congress today.
Now think about what this means for $KRKNF.
Kraken is sole sourced into nearly every serious Western UUV program.
Anduril, HII, Rheinmetall, Teledyne, Kongsberg. Every major platform runs on Kraken batteries and sonar.
When the Pentagon writes a $1.3 billion check to expand UUV production, that money flows through the primes directly to suppliers like Kraken.
The US government just confirmed the demand signal in writing.
$1.84B market cap. $1.3B in sector commitment from just one government, in one year.
We are so early to this trend.
🇺🇸 America’s Goods Trade Deficit Hit $1.24T in 2025
Largest bilateral deficits:
• 🇨🇳 #China – $202B
• 🇲🇽 #Mexico – $197B
• 🇻🇳 Vietnam – $178B
• 🇹🇼 #Taiwan – $147B
• 🇮🇪 Ireland – $114B
Notice the pattern.
Asia dominates.
Even as supply chains “diversify,” deficits are shifting, not shrinking.
China down the list narrative misses the point.
Production moved.
The deficit followed.
Trade wars change routes.
They rarely change flows.
#trade
Largest bilateral deficits:
• 🇨🇳 #China – $202B
• 🇲🇽 #Mexico – $197B
• 🇻🇳 Vietnam – $178B
• 🇹🇼 #Taiwan – $147B
• 🇮🇪 Ireland – $114B
Notice the pattern.
Asia dominates.
Even as supply chains “diversify,” deficits are shifting, not shrinking.
China down the list narrative misses the point.
Production moved.
The deficit followed.
Trade wars change routes.
They rarely change flows.
#trade
🇨🇭 Global One SI - Prompt
Next ImmunityBio? - Cheap cell therapies that could EXPLODE 2026 💥 Two small biotech companies with massive potential, combined market value currently under $660 million. • Allogene $ALLO ≈ $2.19 • Fate Therapeutics $FATE ≈ $1.62 They are developing…
The 2026 Cell Therapy Rocket 🔥
$IBRX Vibes + $CRSP Potential
$ALLO Off-the-shelf CAR-T set to explode in 2026 with early Q2 ALPHA3 MRD clearance data + Dagger® no-chemo autoimmune shots – one donor to millions, undervalued at ~$2 & $500M cap for 500%+ this year 🚀
$IBRX Vibes + $CRSP Potential
$ALLO Off-the-shelf CAR-T set to explode in 2026 with early Q2 ALPHA3 MRD clearance data + Dagger® no-chemo autoimmune shots – one donor to millions, undervalued at ~$2 & $500M cap for 500%+ this year 🚀
🇨🇭 Global One SI - Prompt
If the US strikes Iran this week, small cap defence stocks go parabolic. $ONDS builds autonomous drones for the Pentagon. Trading at $10. During every escalation in 2024 and 2025, defence names ripped. You are not ready.
Defence stocks will outperform in 2026.
$153B+ of new Pentagon spending is now being deployed into ships, missiles, munitions, autonomy and readiness, this is a full-scale rearmament cycle.
$OSS $ONDS $KRKNF sit right in the middle of it.
$153B+ of new Pentagon spending is now being deployed into ships, missiles, munitions, autonomy and readiness, this is a full-scale rearmament cycle.
$OSS $ONDS $KRKNF sit right in the middle of it.
$META just committed $100B to $AMD
to build 6GW of AI infrastructure.
This will start another AI super cycle
Here’s the Full Infrastructure Stack:
AI GPUs (The Compute)
$AMD – Advanced Micro Devices
$NVDA – Nvidia
ADVANCED PACKAGING (Makes It Possible)
$TSM – Taiwan Semi
$ASML – ASML
$AMAT – Applied Materials
$LRCX – Lam Research
$KLAC – KLA
MEMORY (HBM Bottleneck)
$MU – Micron
$SKHY – SK Hynix
THE NETWORK (Moves the Data)
$ANET – Arista
$AVGO – Broadcom
$MRVL – Marvell
$LITE – Lumentum
POWER INFRASTRUCTURE (6GW Buildout)
$VRT – Vertiv
$ETN – Eaton
$PWR – Quanta
$CEG – Constellation Energy
$GEV – GE Vernova
$SMR – NuScale
THE SERVERS (House AI)
$SMCI – Super Micro
$DELL – Dell
to build 6GW of AI infrastructure.
This will start another AI super cycle
Here’s the Full Infrastructure Stack:
AI GPUs (The Compute)
$AMD – Advanced Micro Devices
$NVDA – Nvidia
ADVANCED PACKAGING (Makes It Possible)
$TSM – Taiwan Semi
$ASML – ASML
$AMAT – Applied Materials
$LRCX – Lam Research
$KLAC – KLA
MEMORY (HBM Bottleneck)
$MU – Micron
$SKHY – SK Hynix
THE NETWORK (Moves the Data)
$ANET – Arista
$AVGO – Broadcom
$MRVL – Marvell
$LITE – Lumentum
POWER INFRASTRUCTURE (6GW Buildout)
$VRT – Vertiv
$ETN – Eaton
$PWR – Quanta
$CEG – Constellation Energy
$GEV – GE Vernova
$SMR – NuScale
THE SERVERS (House AI)
$SMCI – Super Micro
$DELL – Dell
🇨🇭 Global One SI - Prompt
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.
An *incomplete* summary of U.S. aircraft deployed in the Middle East, as of Feb 24, 2026. At least 200 Fighter jets.
*incomplete because what's under the different shelters is unknown.
Except that, everything else has been confirmed via imagery or flight tracking.
*incomplete because what's under the different shelters is unknown.
Except that, everything else has been confirmed via imagery or flight tracking.
🇨🇭 Global One SI - Prompt
SpaceX has officially completed the 1st Gen Direct-to-Cell constellation • 650+ satellites launched in 18 months • 12M+ people served with emergency connectivity • Live/Partnered in 8+ countries across 5 continents: 🇺🇸 USA (T-Mobile) 🇨🇦 Canada (Rogers) 🇦🇺…
SpaceX is targeting 150 Mbps per user with cellular Starlink directly to your phone from space
Just satellites beaming 5G-class speeds straight to your mobile device.....no towers, no carriers
SpaceX satellite policy lead Udrivolf Pica confirmed it, and if they hit that target, it puts Starlink within striking distance of AT&T's 5G median (172 Mbps)
Traditional telecom giants require decades to build ground infrastructure
SpaceX is about to change it completely 🛰️
Just satellites beaming 5G-class speeds straight to your mobile device.....no towers, no carriers
SpaceX satellite policy lead Udrivolf Pica confirmed it, and if they hit that target, it puts Starlink within striking distance of AT&T's 5G median (172 Mbps)
Traditional telecom giants require decades to build ground infrastructure
SpaceX is about to change it completely 🛰️
📰 Top Headlines
Market Drivers — NEWS Update
📋 Trump: Democrats Voted Against Massive Tax Cuts / Touts 'Largest Tax Cuts in American History'
Implication: Expect narrative supporting fiscal stimulus and lower corporate taxes → potential boost to equities and long-term growth expectations. Forex: stronger risk appetite could weigh on safe-haven
✅ Trump: Big Bill Delivered No Tax on Tips, Overtime, Social Security
Implication: Targeted relief boosts household disposable income modestly → supports consumption, inflation upside risk. Markets may price slightly higher growth/inflation, pressuring rates and the
🔖 Trump: There Is No Inflation and 'Tremendous' Growth
Implication: Political rhetoric downplaying inflation reduces perceived urgency for tight policy, but data will drive markets. If investors buy the growth story, cyclical FX pairs (AUD, NZD) may outperform; contradictory data could re-strengthen
📌 Trump: Used Tariffs to Take in Billions, Secure Great Deals / Tariffs Key to Economic Turnaround
Implication: Positive spin on tariffs signals continued trade policy activism → uncertainty premium for global trade-sensitive assets. Tariff revenues can be fiscal upside, but trade friction may dampen global growth and weigh on risk currencies.
📋 Trump: Others Happy to Stick With Trade Deals Knowing He Has Legal Power to Make New Deals
Implication: Ambiguity on future trade terms increases headline risk. Markets likely to price intermittent volatility in FX and commodities as negotiations surface.
✅ Trump Calls U.S. Supreme Court Ruling on Tariffs 'Unfortunate'
Implication: Judicial constraint on tariff authority increases policy uncertainty. Short-term: risk-off episodes could lift
🔖 Overall Tactical Take
Implication: Dominant themes — fiscal stimulus, tariffs, and political narratives on growth/inflation. Traders should watch macro data (CPI, GDP, jobs) and Fed messaging. Key FX exposures:
📌 Watchlists / Triggers
Key events: incoming macro prints, Fed comments, tariff/legal developments, and corporate guidance. Adjust positions for headline-driven volatility and cross-asset repricing.
Market Drivers — NEWS Update
📋 Trump: Democrats Voted Against Massive Tax Cuts / Touts 'Largest Tax Cuts in American History'
Implication: Expect narrative supporting fiscal stimulus and lower corporate taxes → potential boost to equities and long-term growth expectations. Forex: stronger risk appetite could weigh on safe-haven
USD if global investors chase EM and equities.✅ Trump: Big Bill Delivered No Tax on Tips, Overtime, Social Security
Implication: Targeted relief boosts household disposable income modestly → supports consumption, inflation upside risk. Markets may price slightly higher growth/inflation, pressuring rates and the
USD depending on Fed guidance.🔖 Trump: There Is No Inflation and 'Tremendous' Growth
Implication: Political rhetoric downplaying inflation reduces perceived urgency for tight policy, but data will drive markets. If investors buy the growth story, cyclical FX pairs (AUD, NZD) may outperform; contradictory data could re-strengthen
USD.📌 Trump: Used Tariffs to Take in Billions, Secure Great Deals / Tariffs Key to Economic Turnaround
Implication: Positive spin on tariffs signals continued trade policy activism → uncertainty premium for global trade-sensitive assets. Tariff revenues can be fiscal upside, but trade friction may dampen global growth and weigh on risk currencies.
📋 Trump: Others Happy to Stick With Trade Deals Knowing He Has Legal Power to Make New Deals
Implication: Ambiguity on future trade terms increases headline risk. Markets likely to price intermittent volatility in FX and commodities as negotiations surface.
✅ Trump Calls U.S. Supreme Court Ruling on Tariffs 'Unfortunate'
Implication: Judicial constraint on tariff authority increases policy uncertainty. Short-term: risk-off episodes could lift
USD and JPY; longer-term: weaker stance on tariffs could ease pressure on global supply chains.🔖 Overall Tactical Take
Implication: Dominant themes — fiscal stimulus, tariffs, and political narratives on growth/inflation. Traders should watch macro data (CPI, GDP, jobs) and Fed messaging. Key FX exposures:
USD sensitivity to risk sentiment and real rates; commodity FX vulnerable to trade rhetoric.📌 Watchlists / Triggers
Key events: incoming macro prints, Fed comments, tariff/legal developments, and corporate guidance. Adjust positions for headline-driven volatility and cross-asset repricing.
🇨🇭 Global One SI - Prompt
$UAMY Four critical minerals to be AI model's first focus • germanium • gallium • antimony ($UAMY) • tungsten ($UAMY)
$MP $UUUU $UAMY $USAR $LAC $CRML | The Trump admin taps the Pentagon’s OPEN AI to set reference prices for critical minerals.
Focused on germanium, gallium, antimony, and tungsten, the 50 partner nations use tariffs to shield against price manipulation.
Focused on germanium, gallium, antimony, and tungsten, the 50 partner nations use tariffs to shield against price manipulation.