🇨🇭 Global One SI - Prompt
$IREN $CLSK $CIFR $BITF $WULF $CRWV | Anthropic CEO Dario Amodei: "The amount of compute being built will likely triple every year through 2029. We are moving from 10 to 15GW in 2026 to 300GW by 2029."
The US Government threatened Anthropic with the Defense Production Act.
Blacklisted them from the supply chain.
24 hours later?
They used Anthropic’s AI to coordinate the Iran strike.
Let that sink in.
Dario Amodei went on record this week:
“We are patriotic Americans. Everything we have done has been for the sake of this country, for US national security…
Disagreeing with the government is the most American thing in the world.
We are patriots in everything we have done here.”
Here’s the real takeaway everyone’s missing:
The government doesn’t hold the cards here.
The AI companies do.
You can’t blacklist the infrastructure you depend on to run a war.
$IREN, $NBIS, $PLTR, $ASTS, $PL, $RKLB, aren’t just tech stocks.
They’re sovereign infrastructure.
Governments threatening AI companies is like governments threatening their own power grid.
It’s not Anthropic that needs Washington.
It’s Washington that needs Anthropic.
Buy the picks and shovels.
The leverage has flipped.
Blacklisted them from the supply chain.
24 hours later?
They used Anthropic’s AI to coordinate the Iran strike.
Let that sink in.
Dario Amodei went on record this week:
“We are patriotic Americans. Everything we have done has been for the sake of this country, for US national security…
Disagreeing with the government is the most American thing in the world.
We are patriots in everything we have done here.”
Here’s the real takeaway everyone’s missing:
The government doesn’t hold the cards here.
The AI companies do.
You can’t blacklist the infrastructure you depend on to run a war.
$IREN, $NBIS, $PLTR, $ASTS, $PL, $RKLB, aren’t just tech stocks.
They’re sovereign infrastructure.
Governments threatening AI companies is like governments threatening their own power grid.
It’s not Anthropic that needs Washington.
It’s Washington that needs Anthropic.
Buy the picks and shovels.
The leverage has flipped.
✍1
The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
✍1
🇨🇭 Global One SI - Prompt
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$IREN $NBIS $CLSK $NBIS $BITF $APLD | Jensen Huang: "AI has started the largest infrastructure buildout in human history. We’re now a few hundred billion dollars into it, there are trillions of dollars in infrastructure that need to be built."
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Canada and India near a historic $2.8B #uranium deal as Cameco prepares a 10 year supply for India’s reactors.
With a 100GW target by 2047 and the new SHANTI Bill, this 8x increase from 2015 secures long term energy ties and fuel security.
With a 100GW target by 2047 and the new SHANTI Bill, this 8x increase from 2015 secures long term energy ties and fuel security.
Copper supply is structurally broken.
- Since 1997, grassroots exploration budgets have collapsed by ~60%
- Meanwhile, brownfield spending has increased ~3x
Instead of finding new world-class deposits, companies have focused on extending the life of existing mines. That strategy is now reaching its limits.
- Total copper discoveries have fallen by ~95% over the past generation
- Major new discoveries have been close to zero for more than a decade
This is unprecedented in modern industrial history.
At the same time, structural demand is rising. AI infrastructure and defense spending are now classified as matters of national security, meaning security of supply trumps price.
You cannot electrify the world, build data centers, and expand military capacity without copper.
The long-term setup for #copper is becoming increasingly compelling.
- Since 1997, grassroots exploration budgets have collapsed by ~60%
- Meanwhile, brownfield spending has increased ~3x
Instead of finding new world-class deposits, companies have focused on extending the life of existing mines. That strategy is now reaching its limits.
- Total copper discoveries have fallen by ~95% over the past generation
- Major new discoveries have been close to zero for more than a decade
This is unprecedented in modern industrial history.
At the same time, structural demand is rising. AI infrastructure and defense spending are now classified as matters of national security, meaning security of supply trumps price.
You cannot electrify the world, build data centers, and expand military capacity without copper.
The long-term setup for #copper is becoming increasingly compelling.
$HBM $BHP $SCCO $RIO $TECK $ERO $FCX | UBS raises #copper price forecasts by $500/mt, targeting $15,000/mt by March 2027.
Driven by AI data centers and grid upgrades, the firm now expects the 2026 supply deficit to hit 520,000 tons as structural shortages persist.
Driven by AI data centers and grid upgrades, the firm now expects the 2026 supply deficit to hit 520,000 tons as structural shortages persist.
✍1
🌍 Soft Power Still Mirrors Hard Power
🇺🇸Leads 🇨🇳 China Close Behind
While markets obsess over GDP and military budgets, influence today is also measured in perception.
🔎 What Soft Power Actually Measures
• Familiarity
• Reputation
• Influence
It captures how nations are perceived.
⚖️ The Interesting Pattern
• The US still leads globally.
• #China is nearly tied, reflecting expanding diplomatic and economic reach.
• #Japan ranks ahead of the #UK, signaling Asia’s growing cultural and technological pull.
• The #UAE breaks into the top 10, showing how #energy wealth + diplomacy converts into influence.
🇺🇸Leads 🇨🇳 China Close Behind
While markets obsess over GDP and military budgets, influence today is also measured in perception.
🔎 What Soft Power Actually Measures
• Familiarity
• Reputation
• Influence
It captures how nations are perceived.
⚖️ The Interesting Pattern
• The US still leads globally.
• #China is nearly tied, reflecting expanding diplomatic and economic reach.
• #Japan ranks ahead of the #UK, signaling Asia’s growing cultural and technological pull.
• The #UAE breaks into the top 10, showing how #energy wealth + diplomacy converts into influence.
⚡ Oil is down 4% over the last year.
Iran just struck US bases across the Gulf last night.
That gap between price and reality is the whole trade.
Look at this commodity performance chart:
#Silver : +201% 🥈
#GOLD : +84% 🥇
#copper : +32%
Meanwhile:
#Brent Crude: -0.5% 🛢️
#WTI: -4.4%
Natural Gas: -28%
The market spent 12 months rotating into hard assets, safe havens, and AI critical metals ....left energy behind.
Then yesterday happened.
US–#Israel strikes on Iran.
Iranian missiles fired at Gulf bases.
#UAE airspace partially closed.
The 5th Fleet base at Bahrain targeted.
#Hormuz, the chokepoint carrying 20% of global oil, suddenly has a war next to it.
📊The worst-performing #Commodities on a chart like this are often the ones with the most violent next move.
Not because fundamentals changed overnight, but because positioning is completely offside.
Nobody was long oil. Funds were underweight energy. The consensus trade was silver, gold, copper.
When a geopolitical trigger hits an unloved, underowned, underperforming asset, the reprice isn't gradual. It's a gap.
Brent at $70 with $7–10 of risk premium already baked in and zero supply disruption confirmed yet.
Now ask yourself what it prices at if Hormuz gets touched. 🔥
The commodities that nobody wanted are often exactly where the next move hides.
#Energy just got its catalyst.
Most of this won't make the morning note in time.
Iran just struck US bases across the Gulf last night.
That gap between price and reality is the whole trade.
Look at this commodity performance chart:
#Silver : +201% 🥈
#GOLD : +84% 🥇
#copper : +32%
Meanwhile:
#Brent Crude: -0.5% 🛢️
#WTI: -4.4%
Natural Gas: -28%
The market spent 12 months rotating into hard assets, safe havens, and AI critical metals ....left energy behind.
Then yesterday happened.
US–#Israel strikes on Iran.
Iranian missiles fired at Gulf bases.
#UAE airspace partially closed.
The 5th Fleet base at Bahrain targeted.
#Hormuz, the chokepoint carrying 20% of global oil, suddenly has a war next to it.
📊The worst-performing #Commodities on a chart like this are often the ones with the most violent next move.
Not because fundamentals changed overnight, but because positioning is completely offside.
Nobody was long oil. Funds were underweight energy. The consensus trade was silver, gold, copper.
When a geopolitical trigger hits an unloved, underowned, underperforming asset, the reprice isn't gradual. It's a gap.
Brent at $70 with $7–10 of risk premium already baked in and zero supply disruption confirmed yet.
Now ask yourself what it prices at if Hormuz gets touched. 🔥
The commodities that nobody wanted are often exactly where the next move hides.
#Energy just got its catalyst.
Most of this won't make the morning note in time.