$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.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This chart is about probability, not prediction
3 paths:
🟡 Base case
Geopolitical tension, but oil keeps flowing.
#Brent 60-70s
🔵 Risk case.
Iranian exports disrupted.
Brent pushes into the 70s–80s.
🟣 Extreme case.
Disruption in the Strait of Hormuz.
Triple-digit oil becomes realistic.
The key variable is not headlines.
It is barrels actually lost.
20% of global oil trade moves through Hormuz.
Even partial disruption shifts the supply curve fast.
Oil does not need a full blockade to spike.
It only needs credible risk.
#oott #Iran
3 paths:
🟡 Base case
Geopolitical tension, but oil keeps flowing.
#Brent 60-70s
🔵 Risk case.
Iranian exports disrupted.
Brent pushes into the 70s–80s.
🟣 Extreme case.
Disruption in the Strait of Hormuz.
Triple-digit oil becomes realistic.
The key variable is not headlines.
It is barrels actually lost.
20% of global oil trade moves through Hormuz.
Even partial disruption shifts the supply curve fast.
Oil does not need a full blockade to spike.
It only needs credible risk.
#oott #Iran
In 2049 our kids and grandchildren will look back at 2026 and say:
“Amazing you lived through those times!”
“I wish it was possible to go back and invest in $IREN $NBIS $RKLB $ONDS $AMPX, $ALMU again.”
This is a timestamp. A reminder.
That the world will continue to evolve.
Sometimes, NEW inventions change how the world functions.
This is one of them. And you get to live through it. Experience it.
You get to benefit from it.
“Amazing you lived through those times!”
“I wish it was possible to go back and invest in $IREN $NBIS $RKLB $ONDS $AMPX, $ALMU again.”
This is a timestamp. A reminder.
That the world will continue to evolve.
Sometimes, NEW inventions change how the world functions.
This is one of them. And you get to live through it. Experience it.
You get to benefit from it.
✍1
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$TSLA $PONY $AMZN $NVDA $SERV $RR | Honor steals the show at MWC 2026 as its first humanoid robot performs a live backflip.
The service bot, part of the new AHI vision, debuted with a "Robot Phone" to showcase Honor's pivot into consumer grade robotics.
The service bot, part of the new AHI vision, debuted with a "Robot Phone" to showcase Honor's pivot into consumer grade robotics.
3 HIDDEN BANGER 🔥
$AEHR
Silicon Carbide is eating the EV world alive - and Aehr Test Systems is the company making sure every single chip actually works before it hits your car. No Aehr = no quality control. They’re the invisible backbone of the EV revolution. Slept on. Not for long.
$AAOI
Applied Optoelectronics is riding the AI data center wave HARD. They make the laser components that move data at the speed of light inside hyperscale data centers. Every time you use ChatGPT, something AAOI-adjacent is working overtime.
$AXTI
AXT Inc. grows the exotic semiconductor substrates - Indium Phosphide, Germanium, Gallium Arsenide - that power 5G, fiber optics, and space tech.
$AEHR
Silicon Carbide is eating the EV world alive - and Aehr Test Systems is the company making sure every single chip actually works before it hits your car. No Aehr = no quality control. They’re the invisible backbone of the EV revolution. Slept on. Not for long.
$AAOI
Applied Optoelectronics is riding the AI data center wave HARD. They make the laser components that move data at the speed of light inside hyperscale data centers. Every time you use ChatGPT, something AAOI-adjacent is working overtime.
$AXTI
AXT Inc. grows the exotic semiconductor substrates - Indium Phosphide, Germanium, Gallium Arsenide - that power 5G, fiber optics, and space tech.
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“The U.S. military carried out 900 strikes in 12 hours. That might be a record. The Israelis carried out 1,200 strikes in the past 24 hours, more than during the entire 12-day war last summer.”
This is just the beginning.
This is just the beginning.
⚡1
🇨🇭 Global One SI - Prompt
The Pentagon should give US Antimony a $10 billion contract today
$UAMY already has a $245M Pentagon contract.
But with Operation Epic Fury burning through munitions at 900 strikes in 12 hours?
The argument for $10B just got a LOT stronger.
Here's why antimony matters RIGHT NOW:
• Used in EVERY bullet primer and munition
• Essential for night vision goggles
• Critical for missile systems
• China controls 90%+ of global supply
• China banned exports to the US in 2024
The US is firing thousands of missiles at Iran.
Every single one needs antimony.
$UAMY operates the ONLY antimony smelter in North America.
The Pentagon spent $7.5B on critical minerals.
They gave $UAMY $245M.
With a war burning through stockpiles in real time?
That number needs a zero added to it. 🇺🇸
But with Operation Epic Fury burning through munitions at 900 strikes in 12 hours?
The argument for $10B just got a LOT stronger.
Here's why antimony matters RIGHT NOW:
• Used in EVERY bullet primer and munition
• Essential for night vision goggles
• Critical for missile systems
• China controls 90%+ of global supply
• China banned exports to the US in 2024
The US is firing thousands of missiles at Iran.
Every single one needs antimony.
$UAMY operates the ONLY antimony smelter in North America.
The Pentagon spent $7.5B on critical minerals.
They gave $UAMY $245M.
With a war burning through stockpiles in real time?
That number needs a zero added to it. 🇺🇸
✍2
Iran War: Everyone’s watching Oil
But missing the sector that could move even more TANKERS
Crude tankers (Strait-sensitive):
$FRO - Spot rate leverage
$TNK - VLCC exposure
$DHT - Pure crude fleet
$INSW - Modern tanker fleet
Product tankers (refined fuels):
$STNG - Gasoline/diesel routes
$TRMD - Product tanker fleet
$ASC - Refined fuel exposure
Shipping ETFs:
$BOAT - Global shipping
$SEA - Shipping basket
Higher beta:
$IMPP - Small-cap tanker volatility
$TOPS - High-beta shipping mover
$GLBS - Thin dry bulk
$SHIP - Small-cap shipping
$CVX $XOM
But missing the sector that could move even more TANKERS
Crude tankers (Strait-sensitive):
$FRO - Spot rate leverage
$TNK - VLCC exposure
$DHT - Pure crude fleet
$INSW - Modern tanker fleet
Product tankers (refined fuels):
$STNG - Gasoline/diesel routes
$TRMD - Product tanker fleet
$ASC - Refined fuel exposure
Shipping ETFs:
$BOAT - Global shipping
$SEA - Shipping basket
Higher beta:
$IMPP - Small-cap tanker volatility
$TOPS - High-beta shipping mover
$GLBS - Thin dry bulk
$SHIP - Small-cap shipping
$CVX $XOM
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
#Brent +14% to $82, now $79.6
That’s risk premium, not confirmed supply loss.
If no real barrels are disrupted, the spike likely fades.
If Hormuz traffic slows or exports go offline, it extends.
#OPEC signals and broader risk-off will also matter.
Headlines cause gaps.
Sustained rallies need actual lost supply.
#oott #IranWar
That’s risk premium, not confirmed supply loss.
If no real barrels are disrupted, the spike likely fades.
If Hormuz traffic slows or exports go offline, it extends.
#OPEC signals and broader risk-off will also matter.
Headlines cause gaps.
Sustained rallies need actual lost supply.
#oott #IranWar
🚨 MIDDLE EAST AIRSPACE SHUTDOWN HITS GLOBAL AVIATION
10+ major airports closed.
Multiple flag carriers grounded.
20% of global oil flows sit next to this conflict zone.
This isn’t just travel disruption.
It’s a fuel shock risk.
#Brent already spiked double digits on open.
If crude stays elevated:
✈️ Jet fuel costs surge
💰 #Airline margins compress fast
📉 Hedging gaps get exposed
Airlines are highly sensitive to fuel.
Jet fuel is often 25–35% of operating costs.
Higher oil = direct earnings pressure.
Unless crude retraces quickly, aviation is one of the first sectors to feel the squeeze.
10+ major airports closed.
Multiple flag carriers grounded.
20% of global oil flows sit next to this conflict zone.
This isn’t just travel disruption.
It’s a fuel shock risk.
#Brent already spiked double digits on open.
If crude stays elevated:
✈️ Jet fuel costs surge
💰 #Airline margins compress fast
📉 Hedging gaps get exposed
Airlines are highly sensitive to fuel.
Jet fuel is often 25–35% of operating costs.
Higher oil = direct earnings pressure.
Unless crude retraces quickly, aviation is one of the first sectors to feel the squeeze.