This media is not supported in your browser
VIEW IN TELEGRAM
$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.
$IQE - Ready to explode 💥
They make the special “superhighway” parts (tiny laser wafers) that let AI data zoom super fast between giant servers – way faster than old copper wires.
Big tech like Google, Amazon & Microsoft desperately need more of this RIGHT NOW for AI to get even smarter and quicker.
IQE owns 100+ crazy-expensive machines to make these parts (3x more than their Taiwanese rival who’s worth $3.5 BILLION).
But IQE?
Only valued at around £185 million.
They’re selling their Taiwan factory soon → could wipe out debt and become debt-free super quickly.
Stock just exploded – could this be the next 10x rocket like $AXTI before everyone wakes up?
They make the special “superhighway” parts (tiny laser wafers) that let AI data zoom super fast between giant servers – way faster than old copper wires.
Big tech like Google, Amazon & Microsoft desperately need more of this RIGHT NOW for AI to get even smarter and quicker.
IQE owns 100+ crazy-expensive machines to make these parts (3x more than their Taiwanese rival who’s worth $3.5 BILLION).
But IQE?
Only valued at around £185 million.
They’re selling their Taiwan factory soon → could wipe out debt and become debt-free super quickly.
Stock just exploded – could this be the next 10x rocket like $AXTI before everyone wakes up?
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | LIS Technologies to invest $1.38B in a laser #uranium enrichment facility at the historic K-25 site in Oak Ridge.
As the first U.S. origin commercial laser plant, it will produce LEU and HALEU to secure domestic nuclear fuel supply chains.
As the first U.S. origin commercial laser plant, it will produce LEU and HALEU to secure domestic nuclear fuel supply chains.