🇨🇭 Global One SI - Prompt
$IBRX 🔥
$IBRX isn’t stopping at cancer – Anktiva could CRUSH HIV, Sepsis, Glioblastoma & more🔥
• Glioblastoma: Median OS not reached in Phase 2 (19/23 patients alive Jan 2026) + lymphopenia reversed with CAR-NK combo.
• Ovarian: Ongoing Phase 2 M-ceNK + Anktiva trials.
• HIV/Sepsis: Pipeline active, lymphopenia reversal could be game-changer where antibiotics fail.
• Over 13k patients already in expanded access.
From bladder → brain tumors → infectious diseases?
This immune boost is quietly revolutionary 🚀
• Glioblastoma: Median OS not reached in Phase 2 (19/23 patients alive Jan 2026) + lymphopenia reversed with CAR-NK combo.
• Ovarian: Ongoing Phase 2 M-ceNK + Anktiva trials.
• HIV/Sepsis: Pipeline active, lymphopenia reversal could be game-changer where antibiotics fail.
• Over 13k patients already in expanded access.
From bladder → brain tumors → infectious diseases?
This immune boost is quietly revolutionary 🚀
The AI boom is pushing commodity prices higher.
Just as the AI CapEx cycle goes into overdrive, commodity prices are surging.
When most people think about investing in the AI theme, they think about Google, Oracle, and Amazon.
I’m thinking about energy, water, copper, aluminum, silver, etc.
No matter who is “winning” the AI race, or what “winning” even means, they are all competing for the same scarce resources.
Just as the AI CapEx cycle goes into overdrive, commodity prices are surging.
When most people think about investing in the AI theme, they think about Google, Oracle, and Amazon.
I’m thinking about energy, water, copper, aluminum, silver, etc.
No matter who is “winning” the AI race, or what “winning” even means, they are all competing for the same scarce resources.
$NVDA just invest $2 Billion in
U.S. optics capacity.
They need LIGHT to move the data
This is an Infrastructure most people will miss:
The Cables
$LITE - 800G transceivers
$FNSR - hyper scale optical modules
$AAOI - data center optics
The Chips Inside
$MRVL - DSP silicon for 800G/1.6T
$AVGO - switching + optical integration
The Network
$ANET - AI cluster switching
$CIEN - optical transport systems
800G into 1.6T cycle just starting.
U.S. optics capacity.
They need LIGHT to move the data
This is an Infrastructure most people will miss:
The Cables
$LITE - 800G transceivers
$FNSR - hyper scale optical modules
$AAOI - data center optics
The Chips Inside
$MRVL - DSP silicon for 800G/1.6T
$AVGO - switching + optical integration
The Network
$ANET - AI cluster switching
$CIEN - optical transport systems
800G into 1.6T cycle just starting.
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🇨🇭 Global One SI - Prompt
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🚨Alert: US Central Command reports that the entire Iranian Navy has been destroyed!! Over 11 warships, including a drone aircraft carrier, and now gone, with thousands of Iranian sailors!
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
This is the real map the market watches💥
Not borders
Barrels🛢️
Key nodes in play right now:
• Kharg Island #Iran main export hub
• Ras Tanura #SaudiaArabia largest export terminal
• Ras Laffan #Qatar LNG heart
• Basra #Iraq’s crude lifeline
• Fujairah #UAE’s bypass route
If even one of these goes offline:
• Millions of b/d at risk
• LNG flows tighten immediately
• Freight and insurance spike
• Brent and TTF embed sustained risk premium
This is concentration risk.
The Gulf is not diversified infrastructure.
It is dense, exposed, and systemically critical.
Not borders
Barrels🛢️
Key nodes in play right now:
• Kharg Island #Iran main export hub
• Ras Tanura #SaudiaArabia largest export terminal
• Ras Laffan #Qatar LNG heart
• Basra #Iraq’s crude lifeline
• Fujairah #UAE’s bypass route
If even one of these goes offline:
• Millions of b/d at risk
• LNG flows tighten immediately
• Freight and insurance spike
• Brent and TTF embed sustained risk premium
This is concentration risk.
The Gulf is not diversified infrastructure.
It is dense, exposed, and systemically critical.
🇨🇭 Global One SI - Prompt
$IBRX isn’t stopping at cancer – Anktiva could CRUSH HIV, Sepsis, Glioblastoma & more🔥 • Glioblastoma: Median OS not reached in Phase 2 (19/23 patients alive Jan 2026) + lymphopenia reversed with CAR-NK combo. • Ovarian: Ongoing Phase 2 M-ceNK + Anktiva…
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Cancer is a shape shifting disease. We have figured a way to outsmart it through the power of IL-15 and natural killer cells. By 2026 we will grow trillions of natural killer cells from healthy donors and generate the 'world bank of natural killer cells' which can be administered to any patient without donor matching. That is how natural killer cells work.
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🇨🇭 Global One SI - Prompt
Cancer is a shape shifting disease. We have figured a way to outsmart it through the power of IL-15 and natural killer cells. By 2026 we will grow trillions of natural killer cells from healthy donors and generate the 'world bank of natural killer cells' which…
Absolute GAMECHANGER $IBRX 🔥 World Bank of Natural Killer Cells“
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🇨🇭 Global One SI - Prompt
The U.S. has never entered a prolonged war without a false flag. Just something to think about.
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BREAKING: Jamie Dimon $JPM warns of a potential Iranian cyber attack against the U.S. & European banking system.
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Amazon Web Services has closed its UAE data center following Iranian strikes.
Bahrain's AWS site is also impacted, causing service outages across the Middle East, Africa, and South Asia.
No word on data losses.
Bahrain's AWS site is also impacted, causing service outages across the Middle East, Africa, and South Asia.
No word on data losses.
One of the best ways to find the next big winner is to track how stocks react to earnings.
So, here are some of the best earnings right now:
$AAOI Applied Optoelectronics +182.01%
$LITE Lumentum +106.46%
$FSLY Fastly +104.94%
$GLW Corning +77.57%
$POWL Powell Industries +64.35%
$TER Teradyne +63.50%
$SOLS Solstice Materials +62.61%
$COHR Coherent +58.99%
$ENLT Enlight Energy +56.43%
$CAMT Camtek +55.11%
$KEYS Keysight +53.77%
$FIX Comfort Systems +53.27%
$WDC Western Digital +52.42%
$VRT Vertiv +52.09%
When companies surprises to the upside, the market is repricing the company. Everyone raises their price tragets. Funds that were underweight now need to buy and push the stock price higher.
Sometimes it is just a one hit wonder and the move fades after a few days.
But in other cases, it turns into a lasting catalyst, especially if the earnings confirm that growth is accelerating and the company is starting to emerge as one of the next potential leaders.
So, here are some of the best earnings right now:
$AAOI Applied Optoelectronics +182.01%
$LITE Lumentum +106.46%
$FSLY Fastly +104.94%
$GLW Corning +77.57%
$POWL Powell Industries +64.35%
$TER Teradyne +63.50%
$SOLS Solstice Materials +62.61%
$COHR Coherent +58.99%
$ENLT Enlight Energy +56.43%
$CAMT Camtek +55.11%
$KEYS Keysight +53.77%
$FIX Comfort Systems +53.27%
$WDC Western Digital +52.42%
$VRT Vertiv +52.09%
When companies surprises to the upside, the market is repricing the company. Everyone raises their price tragets. Funds that were underweight now need to buy and push the stock price higher.
Sometimes it is just a one hit wonder and the move fades after a few days.
But in other cases, it turns into a lasting catalyst, especially if the earnings confirm that growth is accelerating and the company is starting to emerge as one of the next potential leaders.
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