🔥 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%

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

🚨🇲🇽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

$ACHR is partnering with Starlink to integrate high-speed connectivity into its Midnight air taxis marking Starlink’s entry into urban air mobility.

The system supports both passenger internet and real-time flight communications as Archer targets 5–15 minute city hops.

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

$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.

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

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.

🇺🇸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

$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Bank of America expects uranium prices to surge over 50% toward $135 per lb by late 2026.

Analysts cite a 10,000 tonne annual deficit as utilities restock and tech giants like Meta and Google pivot to nuclear for clean, reliable power.

$IONQ $QBTS $QUBT $RCAT $KTOS $ZENA | Quantum computing unlocks a new era for autonomous drones, enabling GPS free navigation and real time swarm coordination.

Companies deploy quantum algorithms to boost flight efficiency by 40% and cut costs across defense and logistics.

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.

🇨🇳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

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

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

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

Quantum Computing stocks that are STILL dirt cheap🔥

The quantum revolution is just getting started, and these pure-plays are trading at levels that scream “undervalued” compared to their tech edge and roadmaps 📈

$IONQ
Trapped-ion leader with cloud-accessible systems already powering real-world pharma, finance & gov contracts. Recent earnings surge + massive analyst targets.

$INFQ
Neutral-atom quantum powerhouse. Precision sensors, computing & networking tech, fresh listing with strong funding & undervalued momentum.

$RGTI
Superconducting full-stack player pushing qubit milestones & hybrid cloud access. Scrappy innovator ready to explode on execution.

$LAES
Emerging quantum hardware play in advanced chips & systems, flying under the radar with huge potential in scalable quantum tech.

$BTQ
Post-quantum cryptography specialist securing blockchain & networks against future quantum threats. Defensive + offensive quantum edge, niche but explosive as adoption ramps.