🇨🇭 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
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$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 ✨
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.
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.