🇨🇭 Global One SI - Prompt
Block cuts employees by almost 50%. Not because they are in financial trouble, but because AI is making them obsolete. "I don't think we're early to this realization. I think most companies are late." Stock soars 20%. Wall Street is winning, while Main…
Jack Dorsey just fired half his company.
and the stock went up 23% after hours.
let that sink in.
#blocks - $XYZ, the parent of Square and Cash App, just cut 4,000+ people.
Nearly HALF the workforce. Gone.
here's Jack's statement and it doesn't fuck around:
"The intelligence tools we're creating, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company."
He considered doing it gradually over months. Then chose to rip the bandaid:
"Repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers place in our ability to lead."
This is NOT a distressed company. Block just posted $10B+ in gross profit in 2025. Up 17% YoY.
They're cutting from a position of STRENGTH.
the part everyone's going to miss:
The market rewarded this instantly. +23% after hours.
That's the signal.
We are entering an era where the most valuable thing a company can say is:
"We need fewer humans to do more work."
And Wall Street is going to keep rewarding that statement every single time.
Think about what this means at scale:
$AMZN: 16,000 cut in January — AI restructuring
$XYZ: 4,000 cut in February — AI restructuring
$IBM: stock down 27% because Claude replaces what their consultants do
$CRWD, $ZS: down 10%+ because Claude does security scans
This isn't a recession. There's no macro crisis.
This is a structural, permanent reallocation of labor happening in real time.
The companies that move fast and go "AI-native" are getting re-rated higher.
The ones that don't are getting IBM'd.
Jack Dorsey understood it. He chose the hard, clear action.
the future is smaller teams. bigger output. higher margins.
the market is telling you exactly where this ends up.
and the stock went up 23% after hours.
let that sink in.
#blocks - $XYZ, the parent of Square and Cash App, just cut 4,000+ people.
Nearly HALF the workforce. Gone.
here's Jack's statement and it doesn't fuck around:
"The intelligence tools we're creating, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company."
He considered doing it gradually over months. Then chose to rip the bandaid:
"Repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers place in our ability to lead."
This is NOT a distressed company. Block just posted $10B+ in gross profit in 2025. Up 17% YoY.
They're cutting from a position of STRENGTH.
the part everyone's going to miss:
The market rewarded this instantly. +23% after hours.
That's the signal.
We are entering an era where the most valuable thing a company can say is:
"We need fewer humans to do more work."
And Wall Street is going to keep rewarding that statement every single time.
Think about what this means at scale:
$AMZN: 16,000 cut in January — AI restructuring
$XYZ: 4,000 cut in February — AI restructuring
$IBM: stock down 27% because Claude replaces what their consultants do
$CRWD, $ZS: down 10%+ because Claude does security scans
This isn't a recession. There's no macro crisis.
This is a structural, permanent reallocation of labor happening in real time.
The companies that move fast and go "AI-native" are getting re-rated higher.
The ones that don't are getting IBM'd.
Jack Dorsey understood it. He chose the hard, clear action.
the future is smaller teams. bigger output. higher margins.
the market is telling you exactly where this ends up.
✍1
🔥 US macroeconomic data (PPI):
▪️ Producer Price Index (PPI) (YoY) (January)
FACT: 2.9%
FORECAST: 2.6%
PREVIOUS.: 3.0%
▪️ Producer Price Index (PPI) (MoM) (January)
FACT: 0.5%
FORECAST: 0.3%
PREVIOUS.: 0.4%
▪️ Core Producer Price Index (PPI) (MoM) (January)
FACT: 0.8%
FORECAST: 0.3%
PREVIOUS.: 0.6%
▪️ Core Producer Price Index (PPI) (YoY) (January)
FACT: 3.6%
FORECAST: 3.0%
PREVIOUS.: 3.3%
▪️ Producer Price Index (PPI) (YoY) (January)
FACT: 2.9%
FORECAST: 2.6%
PREVIOUS.: 3.0%
▪️ Producer Price Index (PPI) (MoM) (January)
FACT: 0.5%
FORECAST: 0.3%
PREVIOUS.: 0.4%
▪️ Core Producer Price Index (PPI) (MoM) (January)
FACT: 0.8%
FORECAST: 0.3%
PREVIOUS.: 0.6%
▪️ Core Producer Price Index (PPI) (YoY) (January)
FACT: 3.6%
FORECAST: 3.0%
PREVIOUS.: 3.3%
BRICS Full Members and Their GDP as of (2025)
1. 🇧🇷 Brazil – $2.13 Trillion
2. 🇷🇺 Russia – $2.08 Trillion
3. 🇮🇳 India – $4.19 Trillion
4. 🇨🇳 China – $19.23 Trillion
5. 🇿🇦 South Africa – $410.34 Billion
6. 🇪🇬 Egypt – $347.34 Billion
7. 🇪🇹 Ethiopia – $117.46 Billion
8. 🇮🇷 Iran – $341.01 Billion
9. 🇦🇪 United Arab Emirates – $548.60 Billion
10. 🇮🇩 Indonesia – $1.43 Trillion
Officially Invited to Join (but not yet full members)
11. 🇸🇦 Saudi Arabia – $1.08 Trillion
🤝 Partner States (BRICS+ Special Strategic Partners)
12. 🇧🇾 Belarus – $71.56 Billion
13. 🇧🇴 Bolivia – $56.34 Billion
14. 🇨🇺 Cuba – No data
15. 🇰🇿 Kazakhstan – $300.54 Billion
16. 🇲🇾 Malaysia – $444.98 Billion
17. 🇹🇭 Thailand – $546.22 Billion
18. 🇳🇬 Nigeria – $188.27 Billion
19. 🇺🇬 Uganda – $64.28 Billion
20. 🇺🇿 Uzbekistan – $132.48 Billion
21. 🇻🇳 Vietnam – $490.97 Billion
Countries that have Officially Applied for Membership
22. 🇦🇿 Azerbaijan – $78.87 Billion
23. 🇧🇭 Bahrain – $47.83 Billion
24. 🇧🇩 Bangladesh – $467.22 Billion
25. 🇰🇼 Kuwait – $153.10 Billion
26. 🇵🇰 Pakistan – $411 Billion
27. 🇵🇸 Palestine – No data
28. 🇸🇳 Senegal – $34.73 Billion
29. 🇱🇰 Sri Lanka – No data
30. 🇸🇾 Syria – No data
31. 🇿🇼 Zimbabwe – $38.17 Billion
🗣️ Countries that have Expressed Interest in Joining BRICS
32. 🇦🇴 Angola – $113.34 Billion
33. 🇨🇲 Cameroon – $56.01 Billion
34. 🇨🇫 Central African Republic – $2.93 Billion
35. 🇨🇩 Democratic Republic of the Congo – $79.12 Billion
36. 🇨🇬 Republic of the Congo – $15.28 Billion
37. 🇬🇭 Ghana – $88.33 Billion
38. 🇸🇸 South Sudan – $4.00 Billion
39. 🇸🇩 Sudan – $31.51 Billion
40. 🇹🇳 Tunisia – $56.29 Billion
41. 🇨🇴 Colombia – $427.77 Billion
42. 🇸🇻 El Salvador – $36.75 Billion
43. 🇳🇮 Nicaragua – $21.16 Billion
44. 🇵🇪 Peru – $303.29 Billion
45. 🇦🇫 Afghanistan ≈$18.4 Billion
46. 🇮🇶 Iraq – $258.02 Billion
47. 🇱🇦 Laos – No data
48. 🇲🇲 Myanmar – $64.94 Billion
1. 🇧🇷 Brazil – $2.13 Trillion
2. 🇷🇺 Russia – $2.08 Trillion
3. 🇮🇳 India – $4.19 Trillion
4. 🇨🇳 China – $19.23 Trillion
5. 🇿🇦 South Africa – $410.34 Billion
6. 🇪🇬 Egypt – $347.34 Billion
7. 🇪🇹 Ethiopia – $117.46 Billion
8. 🇮🇷 Iran – $341.01 Billion
9. 🇦🇪 United Arab Emirates – $548.60 Billion
10. 🇮🇩 Indonesia – $1.43 Trillion
Officially Invited to Join (but not yet full members)
11. 🇸🇦 Saudi Arabia – $1.08 Trillion
🤝 Partner States (BRICS+ Special Strategic Partners)
12. 🇧🇾 Belarus – $71.56 Billion
13. 🇧🇴 Bolivia – $56.34 Billion
14. 🇨🇺 Cuba – No data
15. 🇰🇿 Kazakhstan – $300.54 Billion
16. 🇲🇾 Malaysia – $444.98 Billion
17. 🇹🇭 Thailand – $546.22 Billion
18. 🇳🇬 Nigeria – $188.27 Billion
19. 🇺🇬 Uganda – $64.28 Billion
20. 🇺🇿 Uzbekistan – $132.48 Billion
21. 🇻🇳 Vietnam – $490.97 Billion
Countries that have Officially Applied for Membership
22. 🇦🇿 Azerbaijan – $78.87 Billion
23. 🇧🇭 Bahrain – $47.83 Billion
24. 🇧🇩 Bangladesh – $467.22 Billion
25. 🇰🇼 Kuwait – $153.10 Billion
26. 🇵🇰 Pakistan – $411 Billion
27. 🇵🇸 Palestine – No data
28. 🇸🇳 Senegal – $34.73 Billion
29. 🇱🇰 Sri Lanka – No data
30. 🇸🇾 Syria – No data
31. 🇿🇼 Zimbabwe – $38.17 Billion
🗣️ Countries that have Expressed Interest in Joining BRICS
32. 🇦🇴 Angola – $113.34 Billion
33. 🇨🇲 Cameroon – $56.01 Billion
34. 🇨🇫 Central African Republic – $2.93 Billion
35. 🇨🇩 Democratic Republic of the Congo – $79.12 Billion
36. 🇨🇬 Republic of the Congo – $15.28 Billion
37. 🇬🇭 Ghana – $88.33 Billion
38. 🇸🇸 South Sudan – $4.00 Billion
39. 🇸🇩 Sudan – $31.51 Billion
40. 🇹🇳 Tunisia – $56.29 Billion
41. 🇨🇴 Colombia – $427.77 Billion
42. 🇸🇻 El Salvador – $36.75 Billion
43. 🇳🇮 Nicaragua – $21.16 Billion
44. 🇵🇪 Peru – $303.29 Billion
45. 🇦🇫 Afghanistan ≈$18.4 Billion
46. 🇮🇶 Iraq – $258.02 Billion
47. 🇱🇦 Laos – No data
48. 🇲🇲 Myanmar – $64.94 Billion
🇨🇭 Global One SI - Prompt
Claudia says everything is fine in Mexico and she hopes to see you all at the World Cup in Guadalajara, Mexico, home of the Sinaloa Cartel!
This media is not supported in your browser
VIEW IN TELEGRAM
🚨🇲🇽BREAKING: Mexico President Sheinbaum says that all the cartels' weapons come from the US, and American authorities are not trying to stop them.
🗿1
🇨🇭 Global One SI - Prompt
🚨🇲🇽BREAKING: Mexico President Sheinbaum says that all the cartels' weapons come from the US, and American authorities are not trying to stop them.
🇲🇽🇺🇸🇮🇱 "80% of 23,000 weapons seized from cartels came from the US. 20% came from Israel"
— Mexican Defense Minister, Ricardo Trevilla Trejo
— Mexican Defense Minister, Ricardo Trevilla Trejo
This media is not supported in your browser
VIEW IN TELEGRAM
$NVDA highlighted $LLY deploying 1,016 Blackwell Ultra GPUs (over 9K petaFLOPs) to build its own dedicated “AI factory” for drug discovery.
This is a single pharma company operating AI infrastructure at nation-state scale.
This is a single pharma company operating AI infrastructure at nation-state scale.
Kazakhstan, the world’s largest uranium producer, is peaking
- The country supplies ~40% of global uranium production
- Production peaks within ~1 year
- By 2045, output could fall by as much as ~80%
That is a dramatic supply shift from the single most important producer.
At the same time, global nuclear expansion plans imply uranium demand doubles by 2045
Shrinking supply from the largest producer, combined with rising structural demand, creates a compelling long-term setup.
#Uranium remains one of my highest-conviction long-term holdings.
- The country supplies ~40% of global uranium production
- Production peaks within ~1 year
- By 2045, output could fall by as much as ~80%
That is a dramatic supply shift from the single most important producer.
At the same time, global nuclear expansion plans imply uranium demand doubles by 2045
Shrinking supply from the largest producer, combined with rising structural demand, creates a compelling long-term setup.
#Uranium remains one of my highest-conviction long-term holdings.
🇺🇸US is building the AI future with someone else's copper
💰 Almost nobody in commodities is pricing that in
The entire global mining industry is worth $1.6 trillion
NVIDIA alone is worth $4.5 trillion
That gap is a signal.
Capital has been sprinting toward the demand side of the AI trade and completely ignoring the physical infrastructure it can't run without.
Here's what the numbers actually say:
The US has 3 copper smelters left.
China has hundreds.
When American miners pull copper out of the ground, they ship it to China to be refined then buy it back as finished metal.
That's dependency. the demand side just changed permanently.
A 1 GW AI data center uses 3–4× more copper than a traditional one.
Every hyperscaler buildout, every EV factory, every grid modernization project is pulling from the same constrained pool.
That's structural demand that doesn't care what copper costs.
Now look at the supply side.
A new copper mine takes 15–19 years to permit in the US.
A GPU fab takes 15 months.
The people building the AI future have already lapped the people who need to supply it, twice.
There's one producing asset in Arizona that sits at the exact intersection of all of this: domestic production, zero refining dependency, fully permitted, and still trading like none of this is priced in.
I ran the full valuation with the supply math, the refining bottleneck breakdown, and the specific catalysts that close the gap between price and value.
The thesis isn't copper goes up.
The thesis is the US has a national security problem disguised as a commodity trade, and the market hasn't figured that out yet.
#energy #copper #mining
💰 Almost nobody in commodities is pricing that in
The entire global mining industry is worth $1.6 trillion
NVIDIA alone is worth $4.5 trillion
That gap is a signal.
Capital has been sprinting toward the demand side of the AI trade and completely ignoring the physical infrastructure it can't run without.
Here's what the numbers actually say:
The US has 3 copper smelters left.
China has hundreds.
When American miners pull copper out of the ground, they ship it to China to be refined then buy it back as finished metal.
That's dependency. the demand side just changed permanently.
A 1 GW AI data center uses 3–4× more copper than a traditional one.
Every hyperscaler buildout, every EV factory, every grid modernization project is pulling from the same constrained pool.
That's structural demand that doesn't care what copper costs.
Now look at the supply side.
A new copper mine takes 15–19 years to permit in the US.
A GPU fab takes 15 months.
The people building the AI future have already lapped the people who need to supply it, twice.
There's one producing asset in Arizona that sits at the exact intersection of all of this: domestic production, zero refining dependency, fully permitted, and still trading like none of this is priced in.
I ran the full valuation with the supply math, the refining bottleneck breakdown, and the specific catalysts that close the gap between price and value.
The thesis isn't copper goes up.
The thesis is the US has a national security problem disguised as a commodity trade, and the market hasn't figured that out yet.
#energy #copper #mining
🇨🇭 Global One SI - Prompt
$WULF/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Roth/MKM reiterates Buy for $WULF TeraWulf and maintains a $26 price target.
The company reports 77% HPC margins and adds $212M in contract value. Analysts see the 384MW Kentucky site as the next major catalyst for hyperscaler deals by mid 2026.
The company reports 77% HPC margins and adds $212M in contract value. Analysts see the 384MW Kentucky site as the next major catalyst for hyperscaler deals by mid 2026.
✍1
🇨🇳China leads refining in 19 of 20 key strategic minerals
🔋 Batteries & renewables
Graphite, manganese, rare earths, cobalt, lithium.
Copper and nickel are the exceptions where dominance is lower or shared.
🖥️ AI, data centers, semiconductors
Gallium, silicon, germanium, indium, tellurium, antimony, tantalum.
These are not bulk commodities. They are choke-point materials.
✈️ Aerospace & defence
Molybdenum, titanium, vanadium, tungsten, chromium, zirconium.
Mining is upstream.
Refining is control.
If export controls tighten, it is not ore that gets weaponized. It is processed material.
#China #minerals #copper
🔋 Batteries & renewables
Graphite, manganese, rare earths, cobalt, lithium.
Copper and nickel are the exceptions where dominance is lower or shared.
🖥️ AI, data centers, semiconductors
Gallium, silicon, germanium, indium, tellurium, antimony, tantalum.
These are not bulk commodities. They are choke-point materials.
✈️ Aerospace & defence
Molybdenum, titanium, vanadium, tungsten, chromium, zirconium.
Mining is upstream.
Refining is control.
If export controls tighten, it is not ore that gets weaponized. It is processed material.
#China #minerals #copper
3 stocks 3 sectors 3 LEADERS 🔥
$IBRX - Biotech
$ONDS - Defense
$RKLB - Space
Build the next decade ✨
$IBRX - Biotech
$ONDS - Defense
$RKLB - Space
Build the next decade ✨