🇺🇸 US is 100% import dependent on 12 critical minerals.
Most from #China and already restricted gallium, germanium, graphite exports.
If that list grows, this chart stops being a data point and becomes a crisis timeline.
#Canada sits as primary source on 11 of these #minerals.
Worth remembering that context right now.
Most from #China and already restricted gallium, germanium, graphite exports.
If that list grows, this chart stops being a data point and becomes a crisis timeline.
#Canada sits as primary source on 11 of these #minerals.
Worth remembering that context right now.
🇨🇭 Global One SI - Prompt
$IBRX Short Squeeze Alarm 🚨 Short interest 135M shares Utilization near 100% – almost ZERO shares left to borrow Borrow availability down to scraps, days to cover climbing. Stock already +17% yesterday to $11.55 ANKTIVA revenue exploding +700% YoY, global…
$IBRX - STRONG update today 🔥
Phase 2 trial completed enrollment early, full 366 patients enrolled.
FDA interim analysis shows:
• 85% complete response at 6 months
• 84% at 9 months
→ statistically significant, no major safety issues.
Longer-lasting responses possible, potential gamechanger 🚀
Phase 2 trial completed enrollment early, full 366 patients enrolled.
FDA interim analysis shows:
• 85% complete response at 6 months
• 84% at 9 months
→ statistically significant, no major safety issues.
Longer-lasting responses possible, potential gamechanger 🚀
🇨🇭 Global One SI - Prompt
Hut 8 $HUT Q4 revenue reaches $88.5M, up 179% YoY. Highlights include a $7B Google $GOOGL backed lease with Fluidstack and an 8.5GW pipeline. With $1.4B in reserves and 70% institutional ownership, the "power first" strategy is driving massive scale for…
Vertiv $VRT and Hut 8 $HUT partner to scale AI data centers using the OneCore modular system.
OneCore cuts deployment time by 50% and space by 30% while supporting 600kW rack densities. Hut 8 now manages 710MW of power across 15 global sites.
OneCore cuts deployment time by 50% and space by 30% while supporting 600kW rack densities. Hut 8 now manages 710MW of power across 15 global sites.
$NVDA just guided $78B.
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infra at scale
$IREN - Mining to AI compute, $3.4B ARR target
$CIFR - $9.3B contracted with AWS and Google
$WULF - 2.8 GW capacity, Morgan Stanley upgrade
$APLD - Pure-play HPC data centers
$NUAI - Micro-cap, 1GW Texas campus play
Which are you watching?
Every GPU needs a data center.
7 stocks building AI's physical infrastructure:
$CRWV - GPU cloud, Nvidia-backed, reports today
$NBIS - Full-stack AI infra at scale
$IREN - Mining to AI compute, $3.4B ARR target
$CIFR - $9.3B contracted with AWS and Google
$WULF - 2.8 GW capacity, Morgan Stanley upgrade
$APLD - Pure-play HPC data centers
$NUAI - Micro-cap, 1GW Texas campus play
Which are you watching?
🇺🇸US data centers🤖
From 4% to 12% of total US power demand in 7 years
⚠️The problem nobody in the AI buildout wants to say clearly is that Renewables cannot do this alone.
Data centers need power that is firm, dispatchable, and available 24/7.
Wind and solar are not that ...not without storage infrastructure that does not exist at scale yet.
So what actually fills the gap?
Natural gas and Nuclear where it can be restarted or built fast enough.
606 TWh by 2030 does not care about net zero commitments!
The #energy transition and the #AI buildout are on a collision course with the same grid.
Something has to give and right now, it is gas that is being asked to hold the line.
#DataCenters
From 4% to 12% of total US power demand in 7 years
⚠️The problem nobody in the AI buildout wants to say clearly is that Renewables cannot do this alone.
Data centers need power that is firm, dispatchable, and available 24/7.
Wind and solar are not that ...not without storage infrastructure that does not exist at scale yet.
So what actually fills the gap?
Natural gas and Nuclear where it can be restarted or built fast enough.
606 TWh by 2030 does not care about net zero commitments!
The #energy transition and the #AI buildout are on a collision course with the same grid.
Something has to give and right now, it is gas that is being asked to hold the line.
#DataCenters
$UEC $CCJ $UUUU $IPX $MP $USAR $UAMY | Iran rules out transferring its Highly Enriched #Uranium (HEU) stockpile abroad, per Press TV.
Tehran offers to dilute 60% HEU to 3.6% for sanction relief but rejects U.S. demands to ship the material out of the country.
Tehran offers to dilute 60% HEU to 3.6% for sanction relief but rejects U.S. demands to ship the material out of the country.
America racing to break China’s chokehold on critical minerals — but the article says the approach has flaws.
China controls ~70% of global processing for rare earths, lithium, cobalt — that's the real stranglehold.
Following three principles (diversify sources, invest in recycling, build domestic capacity) sounds smart, but can the US move fast enough before Beijing tightens the screws more?
China controls ~70% of global processing for rare earths, lithium, cobalt — that's the real stranglehold.
Following three principles (diversify sources, invest in recycling, build domestic capacity) sounds smart, but can the US move fast enough before Beijing tightens the screws more?