🚨 SHOCKING FORECAST: Cancer Cases to EXPLODE by 2050 $IBRX
Experts predict over 35 million new cancer cases worldwide by 2050 - a massive 77% surge from recent levels.
Cancer deaths could climb to around 18.5 million, up nearly 90%.
The world desperately needs breakthrough treatments NOW.
Huge Market Opportunity 📈
The global oncology drug market is exploding, from about $223 billion in recent years to a projected $409 billion by 2028.
That’s explosive growth and trillions in long-term potential for innovators.
$IBRX is transforming cancer care with ANKTIVA - the revolutionary immunotherapy.
In 2025 alone, ANKTIVA delivered $113 million in net product revenue, a jaw-dropping 700% year-over-year increase.
Fresh approvals rolling in, including for lung cancer in key markets, plus global partnerships expanding to 33 countries and beyond. Label expansions and new trials are fueling the momentum.
This is the biotech disruptor fighting cancer head-on.
Experts predict over 35 million new cancer cases worldwide by 2050 - a massive 77% surge from recent levels.
Cancer deaths could climb to around 18.5 million, up nearly 90%.
The world desperately needs breakthrough treatments NOW.
Huge Market Opportunity 📈
The global oncology drug market is exploding, from about $223 billion in recent years to a projected $409 billion by 2028.
That’s explosive growth and trillions in long-term potential for innovators.
$IBRX is transforming cancer care with ANKTIVA - the revolutionary immunotherapy.
In 2025 alone, ANKTIVA delivered $113 million in net product revenue, a jaw-dropping 700% year-over-year increase.
Fresh approvals rolling in, including for lung cancer in key markets, plus global partnerships expanding to 33 countries and beyond. Label expansions and new trials are fueling the momentum.
This is the biotech disruptor fighting cancer head-on.
2020s is the decade of hard assets
- 2020: gold top performing asset
- 2021-22: commodities best performing assets
- 2024-26: gold top performing asset
In 5 out of 6 years, either gold or commodities were the best performing asset class, meanwhile the average investor has almost no allocation.
- All mining shares have a combined market cap of 2 trillion.
- MAG7 alone have a market cap of ~20 trillion.
Just imagine for a second what will happen to mining shares if just a fraction of that capital rotates to the mining space.
- 2020: gold top performing asset
- 2021-22: commodities best performing assets
- 2024-26: gold top performing asset
In 5 out of 6 years, either gold or commodities were the best performing asset class, meanwhile the average investor has almost no allocation.
- All mining shares have a combined market cap of 2 trillion.
- MAG7 alone have a market cap of ~20 trillion.
Just imagine for a second what will happen to mining shares if just a fraction of that capital rotates to the mining space.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The Hormuz Lockdown: U.S. Navy Issues Unprecedented Warning, Effectively Closing the Strait
The U.S. Navy is warning Oil & Gas companies against shipping through the Strait of Hormuz. De facto, it is Washington that is attempting to close Hormuz
The U.S. Navy is warning Oil & Gas companies against shipping through the Strait of Hormuz. De facto, it is Washington that is attempting to close Hormuz
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🚨Direct hit on oil facility in Saudi Arabia 🇸🇦
Hope your cars are filled up…
Hope your cars are filled up…
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These stocks are getting CRUSHED by shorts… but the setup screams massive TURNAROUND 🔥
$PATH
$FIG
$ZETA
$PATH
$FIG
$ZETA
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
In light of current events,This chart explains more than headlines ever will.
In the 1970s, Iran was converging toward regional leadership.
By 2025, it ranks 44th globally in GDP, around $357B.
Meanwhile:
• 🇹🇷 Turkey $1.56T
• 🇸🇦 Saudi Arabia $1.27T
• 🇮🇱 Israel $611B
• 🇦🇪 UAE $569B
Iran moved from potential regional anchor to peripheral player.
Why this matters for oil and geopolitics:
1️⃣ Sanctions compressed capital inflows and technology access.
2️⃣ Energy revenues became more defensive than expansionary.
3️⃣ Regional peers diversified. Iran remained structurally constrained.
Economically, Tehran has less buffer than in prior cycles.
That changes escalation calculus.
An oil shock may temporarily boost revenues.
But structural underperformance limits strategic endurance.
In geopolitics, economic depth matters.
And Iran’s relative depth has shrunk dramatically.
#Iran #ott
In the 1970s, Iran was converging toward regional leadership.
By 2025, it ranks 44th globally in GDP, around $357B.
Meanwhile:
• 🇹🇷 Turkey $1.56T
• 🇸🇦 Saudi Arabia $1.27T
• 🇮🇱 Israel $611B
• 🇦🇪 UAE $569B
Iran moved from potential regional anchor to peripheral player.
Why this matters for oil and geopolitics:
1️⃣ Sanctions compressed capital inflows and technology access.
2️⃣ Energy revenues became more defensive than expansionary.
3️⃣ Regional peers diversified. Iran remained structurally constrained.
Economically, Tehran has less buffer than in prior cycles.
That changes escalation calculus.
An oil shock may temporarily boost revenues.
But structural underperformance limits strategic endurance.
In geopolitics, economic depth matters.
And Iran’s relative depth has shrunk dramatically.
#Iran #ott
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Here's the map that matters right now 🗺️
US–Israel strikes on Iran are live.
Iranian missiles and drones have hit near US bases in Abu Dhabi, Bahrain, and Kuwait.
No export terminals confirmed damaged,yet.
But the risk just moved from theoretical to operational.
🚨 Hormuz carries 20% of global oil
The bypass routes exist ,but they can't carry the load if it closes.
Two bypass routes are all that stand between order and a supply shock:
🛢️ Saudi East–West Petroline
runs from eastern fields to Yanbu on the Red Sea. Nameplate capacity 5 mb/d. Meaningful, but not enough to replace full Gulf throughput.
🛢️ Abu Dhabi's Habshan, Fujairah pipeline
moves Murban crude outside Hormuz. Capacity 1.8 mb/d. The UAE is already signalling it can push more volume through here.
Together they offer a pressure valve... Not a solution.
Hormuz still handles flows neither pipeline can absorb.
A serious disruption like one tanker incident, one strike on Ras Tanura or Ruwais and the math breaks down fast.
The market knows this.
#oott #Iran
US–Israel strikes on Iran are live.
Iranian missiles and drones have hit near US bases in Abu Dhabi, Bahrain, and Kuwait.
No export terminals confirmed damaged,yet.
But the risk just moved from theoretical to operational.
🚨 Hormuz carries 20% of global oil
The bypass routes exist ,but they can't carry the load if it closes.
Two bypass routes are all that stand between order and a supply shock:
🛢️ Saudi East–West Petroline
runs from eastern fields to Yanbu on the Red Sea. Nameplate capacity 5 mb/d. Meaningful, but not enough to replace full Gulf throughput.
🛢️ Abu Dhabi's Habshan, Fujairah pipeline
moves Murban crude outside Hormuz. Capacity 1.8 mb/d. The UAE is already signalling it can push more volume through here.
Together they offer a pressure valve... Not a solution.
Hormuz still handles flows neither pipeline can absorb.
A serious disruption like one tanker incident, one strike on Ras Tanura or Ruwais and the math breaks down fast.
The market knows this.
#oott #Iran
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Is China the real target?
Iran went from diversified exports
to being almost entirely dependent on China.
2017: 2.6 mb/d. Multiple buyers.
2025: 1.4 mb/d. Mostly China.
10% of China’s independent refinery feedstock is Iranian crude.
• Disruption hits Chinese refiners first
• Sour crude spreads tighten
• Brent–Dubai differentials widen
• Middle East heavy grades get bid
There is floating storage in Asia.
But it is a buffer, not a solution.
This is a huge crude supply shock risk.
#China #oott #Iran
Iran went from diversified exports
to being almost entirely dependent on China.
2017: 2.6 mb/d. Multiple buyers.
2025: 1.4 mb/d. Mostly China.
10% of China’s independent refinery feedstock is Iranian crude.
• Disruption hits Chinese refiners first
• Sour crude spreads tighten
• Brent–Dubai differentials widen
• Middle East heavy grades get bid
There is floating storage in Asia.
But it is a buffer, not a solution.
This is a huge crude supply shock risk.
#China #oott #Iran
THE IRAN WAR STACK
These are the names most people will miss and who will benefit
PRIME DEFENSE
$LMT - Missiles & fighter jets $NOC - Advanced bombers & ISR $RTX - Missile defense systems $GD - Submarines & land systems $LHX - Military communications
DRONES / AUTONOMOUS SYSTEMS
$AVAV - Tactical combat drones $KTOS - Autonomous combat aircraft
SPACE / SATELLITE INFRASTRUCTURE
$RKLB - Defense launch services $ASTS - Space-based connectivity $IRDM - Global satellite network
AI & CYBER WARFARE
$PLTR - Defense AI analytics $CRWD - Cyber threat protection $PANW - Enterprise cybersecurity $NVDA - AI compute backbone $SMCI - AI server infrastructure
POWER / GRID / NUCLEAR
$CEG - U.S. nuclear generation $OKLO - Advanced modular nuclear $VRT - Data center power systems $ETN - Electrical grid equipment
$PWR - Grid engineering / infrastructure
OIL / VOLATILITY
$INDO - Small-cap oil beta $HUSA - Headline oil runner $OXY - U.S. shale producer
$CVX - Global integrated oil $XOM - Integrated energy major
These are the names most people will miss and who will benefit
PRIME DEFENSE
$LMT - Missiles & fighter jets $NOC - Advanced bombers & ISR $RTX - Missile defense systems $GD - Submarines & land systems $LHX - Military communications
DRONES / AUTONOMOUS SYSTEMS
$AVAV - Tactical combat drones $KTOS - Autonomous combat aircraft
SPACE / SATELLITE INFRASTRUCTURE
$RKLB - Defense launch services $ASTS - Space-based connectivity $IRDM - Global satellite network
AI & CYBER WARFARE
$PLTR - Defense AI analytics $CRWD - Cyber threat protection $PANW - Enterprise cybersecurity $NVDA - AI compute backbone $SMCI - AI server infrastructure
POWER / GRID / NUCLEAR
$CEG - U.S. nuclear generation $OKLO - Advanced modular nuclear $VRT - Data center power systems $ETN - Electrical grid equipment
$PWR - Grid engineering / infrastructure
OIL / VOLATILITY
$INDO - Small-cap oil beta $HUSA - Headline oil runner $OXY - U.S. shale producer
$CVX - Global integrated oil $XOM - Integrated energy major
TOP 10 SMALL CAPS TO WATCH (IRAN WAR)
1. $INDO - Low float oil spike machine
2. $HUSA - Micro-cap oil runner
3. $IMPP - Tanker exposure
4. $TOPS - Shipping volatility
5. $AVAV - Tactical combat drones
6. $KTOS - Autonomous combat systems
7. $RCAT - Drone hardware
8. $RDW - Space infrastructure
9. $ASTS - Space connectivity
10. $ONDS - Industrial wireless + autonomous systems
1. $INDO - Low float oil spike machine
2. $HUSA - Micro-cap oil runner
3. $IMPP - Tanker exposure
4. $TOPS - Shipping volatility
5. $AVAV - Tactical combat drones
6. $KTOS - Autonomous combat systems
7. $RCAT - Drone hardware
8. $RDW - Space infrastructure
9. $ASTS - Space connectivity
10. $ONDS - Industrial wireless + autonomous systems
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Newly released footage of US airstrikes in Iran today, seen here targeting air defense assets and an Iranian Shahed 129 UAV on the ground.
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