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⏳THEN vs NOW⚡️
🇨🇭 Global One SI - Prompt
$BRENT/USD H2 #Indicator #Signal #Trading #GlobalOneAI $BRENT is now tradable on-chain. Trade $BRENT with up to 150x leverage: ➡️ gains.trade/trading#BRENT-USD
$BRENT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$BRENT is now tradable on-chain.
Trade $BRENT with up to 150x leverage:➡️ gains.trade/trading#BRENT-USD
$BRENT is now tradable on-chain.
Trade $BRENT with up to 150x leverage:
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$RCAT is a U.S.-based company that develops and provides advanced all-domain drone and robotic solutions for defense and national security, integrating hardware and software for military, government, and public safety operations across air, land, and sea 🔥
• Palantir Technologies Inc.
• AeroVironment, Inc.
• Palladyne AI Corp.
• Ocean Power Technologies, Inc.
• Allen Control Systems
• Lantronix
• Unusual machines
• Safe Pro Group
• Palantir Technologies Inc.
• AeroVironment, Inc.
• Palladyne AI Corp.
• Ocean Power Technologies, Inc.
• Allen Control Systems
• Lantronix
• Unusual machines
• Safe Pro Group
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Aramco Is Rerouting Up To 7 mb/d Through The Red Sea
⚠️ But Hormuz Cannot Be Fully Replaced.
Saudi’s export system is now under stress test
The constraint is pipes and ports.
🛢 The East–West Bypass
Saudi’s safety valve is the East–West (Petroline) pipeline:
• Runs from Abqaiq to Yanbu on the Red Sea
• Nominal capacity: 5 mb/d
• Crisis surge capacity: 7 mb/d (by converting NGL lines)
Saudi produces just over 10 mb/d.
Exports recently around 7 mb/d.
In theory, most exports can be rerouted.
In practice, it is tight.
#oott #Iran
⚠️ But Hormuz Cannot Be Fully Replaced.
Saudi’s export system is now under stress test
The constraint is pipes and ports.
🛢 The East–West Bypass
Saudi’s safety valve is the East–West (Petroline) pipeline:
• Runs from Abqaiq to Yanbu on the Red Sea
• Nominal capacity: 5 mb/d
• Crisis surge capacity: 7 mb/d (by converting NGL lines)
Saudi produces just over 10 mb/d.
Exports recently around 7 mb/d.
In theory, most exports can be rerouted.
In practice, it is tight.
#oott #Iran
🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Stifel reiterates Buy for AeroVironment $AVAV with a 389 price target, calling the recent selloff excessive.
Despite a pause in the 1.4B SCAR program for renegotiation, analysts see deep value in AV’s diversified drone and laser defense tech.
Despite a pause in the 1.4B SCAR program for renegotiation, analysts see deep value in AV’s diversified drone and laser defense tech.
BofA reiterates Neutral for AST SpaceMobile $ASTS with a 100 price target.
With BlueBird 7 set to launch this month and a goal of 45 satellites in orbit by year end, the firm eyes a major service ramp into 2026 to 2027 for its 5G satellite network.
With BlueBird 7 set to launch this month and a goal of 45 satellites in orbit by year end, the firm eyes a major service ramp into 2026 to 2027 for its 5G satellite network.
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | U.S. nuclear growth faces a supply gap as domestic enrichment capacity covers only 27% of demand.
With a total ban on Russian #uranium set for 2028, Centrus faces a $2.3B backlog amid surging power needs for AI data centers.
With a total ban on Russian #uranium set for 2028, Centrus faces a $2.3B backlog amid surging power needs for AI data centers.
$OUST is building the brain for the physical world 🔥
High-performance digital lidar sensors + now StereoLabs AI cameras, perception software & AI models = unified Physical AI platform.
Sees, thinks & acts in real life: robotics, industrial automation, smart cities, autonomous vehicles.
Just hit record revenue, first profit, 30-50% growth guided.
This isn’t just lidar anymore – it’s the full-stack future 📈
High-performance digital lidar sensors + now StereoLabs AI cameras, perception software & AI models = unified Physical AI platform.
Sees, thinks & acts in real life: robotics, industrial automation, smart cities, autonomous vehicles.
Just hit record revenue, first profit, 30-50% growth guided.
This isn’t just lidar anymore – it’s the full-stack future 📈
$MP $UUUU $UAMY $USAR $LAC $CRML | Canada has secured $18.5B in critical minerals investment through 30 new global partnerships via its Production Alliance.
Key deals include Frontier #Lithium with Panasonic and a $2B offtake for Greenland Resources, securing the West.
Key deals include Frontier #Lithium with Panasonic and a $2B offtake for Greenland Resources, securing the West.
The commodity bull market hasn’t even started.
Commodity open interest compared to US equities or privately owned USTs is almost nonexistent.
- US equities: $73T
- Privately owned UST: $26T
- Oil open interest: $549B
- #Gold: $199B
- #Silver: $51B
Even a modest capital rotation into commodities would trigger a massive price response.
Commodity open interest compared to US equities or privately owned USTs is almost nonexistent.
- US equities: $73T
- Privately owned UST: $26T
- Oil open interest: $549B
- #Gold: $199B
- #Silver: $51B
Even a modest capital rotation into commodities would trigger a massive price response.
🇨🇭 Global One SI - Prompt
Iron Beam just intercepted rockets from Lebanon. First laser air defense combat use in history. $LASR is a confirmed supplier. CEO Scott Keeney, Q3 2024 call: "We are a supplier into Iron Beam, and we are deeply engaged with not only the current products…
Israel’s Iron Beam Laser Linked to First Combat Intercepts of Hezbollah Rockets in Lebanon
🇨🇭 Global One SI - Prompt
Photonics stocks Substrate & Equipment • $AXTI – substrate materials exposure • $IPGP – fiber lasers & light sources • $IQE – advanced epitaxial wafers (InP, GaAs) Optical Components & Systems • $LITE – lasers & photonics components • $COHR – diversified…
🚨 AI-Chip-Bottleneck $AEHR Test Systems is the HIDDEN gatekeeper preventing massive data-center failures
Just landed $14M order for fully automated FOX-XP systems – testing 9x 300mm wafers in parallel for high-power AI processors (think Nvidia/AMD killers).
Without Aehr’s wafer-level burn-in, these 2000W+ monsters fail early → billions lost in hyperscalers.
This is the underrated choke point in the AI boom.
Just landed $14M order for fully automated FOX-XP systems – testing 9x 300mm wafers in parallel for high-power AI processors (think Nvidia/AMD killers).
Without Aehr’s wafer-level burn-in, these 2000W+ monsters fail early → billions lost in hyperscalers.
This is the underrated choke point in the AI boom.