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.

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

$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

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.

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 🛰️

📰 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 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.

$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.

$IREN $CLSK $CIFR $BITF $WULF $CRWV | President Trump announces the "Rate Payer Protection Pledge," requiring Big Tech to fund their own power plants for AI data centers.

The move aims to shield consumers from price spikes and prevent "old grid" strain as energy demand surges.

$ABBV $BMY $MRK $PFE $AZN $LLY $NVO | President Trump: "I want to stop all payments to Big Insurance Companies and give that money directly to the people. This way, you can buy your own healthcare, which will be better quality at a much lower cost."

$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Kazatomprom initiates a massive long term #uranium deal with India’s DAE.

Value exceeds 50% of the firm's total asset value, requiring a shareholder vote on April 6. Deal pre commits a huge supply block, tightening the uranium market.

CoreWeave $CRWV seeks an $8.5B bank loan to fund AI infrastructure for $META Meta.

Backed by contracts worth over $19B, the Morgan Stanley led deal aims for an investment grade rating to lower costs. Total debt hits $14B ahead of Q4 earnings.

GA-ASI is delivering next-level #autonomy that can scale and adapt as mission needs evolve. Our cutting-edge software solutions enable our advanced #UCAV systems to support autonomous or semi-autonomous operations across all domains for deterrence and national defense.

🚨 BREAKING: Elon Musk Just Handed the Pentagon the Keys to Grok - And Skynet Fans Are Losing Their Minds!

#elonmusk #xai has officially inked a bombshell deal with the U.S. Department of Defense

Grok is now cleared to run inside TOP-SECRET classified military systems for hardcore tasks like intelligence analysis, next-gen weapons development, and real-time battlefield domination.

Confirmed by Axios + multiple defense insiders (Feb 24, 2026), this move comes right after Anthropic basically said "no thanks" to the Pentagon's "anything lawful goes" rules, leaving the door wide open for Musk to swoop in and win the military AI crown.

Video footage shows Elon shaking hands with top brass in ultra-secure rooms, the kind of scenes that scream "this is really happening."

While some cheer "America's edge just got sharper," others are already typing "Skynet activated" and "Terminator timeline confirmed" in the replies.

Is this the dawn of unbeatable U.S. military AI… or the start of something straight out of a dystopian sci-fi nightmare?

❓ What if gold is not isolated and is going to lead the entire commodity complex?

#GOLD often leads.

It tends to move 1st.

Then #energy, #metals, and broader resources follow.

Ignore gold’s signal and you may miss the next macro turn.

#oott #commodities

Anduril just became the first company in history to build an aircraft the US Air Force classified as a "Fighter Jet" without a human inside it.

Not Lockheed. Not Boeing. Not Northrop. A private company founded by a kid who made his fortune selling VR headsets walked into the most consequential weapons program of the century and delivered an armed AI combat aircraft in 556 days.

The F-35 has been running since 1994, costs $2.1 trillion through 2088, and delivers jets an average of 238 days late. Fury went from paper to carrying an AIM-120 air-to-air missile before most defense programs finish their first review meeting.

Two days ago at the Air and Space Forces Association Warfare Symposium, General Wilsbach showed the world a photograph that belongs in history books.

The YFQ-44A Fury. No cockpit. No ejection seat. No pulse. Carrying a missile designed to kill manned aircraft.

The same "F" letter worn by the F-15, the F-22, the F-35. Eighty years of air superiority taxonomy just got handed to a machine.

Anduril is valued at $30.5 billion. Generated over $1 billion in revenue last year. Still private. Building a 5 million square foot factory to mass produce tens of thousands of autonomous systems. When this company goes public it will be the most significant defense IPO in a generation. The addressable market is not its backlog. The addressable market is every manned fighter program on earth that just became obsolete.

Now here is what nobody is connecting.

Every chip powering Fury's AI brain requires gallium and germanium. China produces 98% of the world's refined gallium and 60% of germanium. In December 2024 Beijing banned these minerals from export to US military end-users. That ban was never lifted. The November 2025 trade truce explicitly excluded military applications. It expires November 27, 2026.

The minerals required to build America's autonomous air force are prohibited from export by the country it was designed to fight.

The cost of the bullet just went to zero. The cost of the gun just went to Beijing.

556 days to armed flight. Zero days of mineral independence. 274 days until the truce expires.

The arms race that decides the Pacific will not be won by whoever writes the best algorithm. It will be won by whoever controls the atoms that algorithms are made from.

$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | President Trump’s 2026 nuclear push aims to close the growth gap.

While the U.S. added only 3 reactors in 13 years, a new 18 month licensing cap and $80B in funding now target 400 GW by 2050 to reclaim global energy dominance.

Mexico leads the world in silver production, 25% of global supply.

Trump added silver to US Critical Minerals List in November 2025.

China added silver to its minerals export licensing controls in December 2025.

70% of Mexico #silver production is owned by Canadian mining companies.

If Trump goes in and occupies mining operations with US military on the pretence of cartel, he gets to screw Mexico and Canada together, and gets guaranteed silver production and profits.

Introducing PPSS Group's cut and slash resistant clothing, which could potentially protect you from street assaults, in lieu of traditional carbon fiber body armor

- Programming sits on maths
- Algorithms run on maths
- Every AI model is maths
- Machine learning is maths
- Deep learning is maths
- Graphics are maths
- Simulations are maths
- Cryptography is maths
- Blockchain is maths
- Data science is maths
- Optimization is maths
- Signal processing is maths
- Robotics moves because of maths
- Game engines run because of maths
- Your entire tech stack survives on maths

You're still asking if we need math for programming?

$LAES is on fire 🔥

• Secured 1.75 BILLION devices worldwide with hybrid post-quantum crypto

• +66% YoY revenue surge to $18M in FY2025, massive cash runway

• Deepening push into CMOS-compatible quantum architectures (silicon spin qubits + electrons-on-helium) for scalable, secure quantum computing

• Fresh investments in EeroQ, ongoing Quobly collab (minority stake vibes), new Lattice partnership for PQC in FPGAs

• Upcoming: Geneva Quantum Center of Excellence + aggressive 2026 growth targets.

Interesting entry price 📈

$LAES $WKEY

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