$IREN is building one of the largest AI data centers in the USA, with >4.5 GW secured power (Sweetwater 2 GW under way, Childress, new Oklahoma 1.6 GW).

Mag7 + AI labs (Anthropic, OpenAI) desperately need MW for GPU scaling🤝

$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI

These are my LARGEST stock holdings 🔥

$IBRX
Anktiva is gaining strong commercial traction with massive revenue growth (hundreds of percent YoY) and fresh regulatory approvals in key markets like Saudi Arabia and the EU for bladder and lung cancer indications, positioning it as a leader in chemo-free immunotherapy with multiple near-term catalysts and asymmetric upside.

$INFQ
As a pure-play quantum tech company with real quantum advantage in sensing, timing, and antennas (backed by NASA contracts), it’s scaling toward 100 logical qubits by 2028 for commercial breakthroughs in materials science and computing, making it a high-conviction bet on the quantum revolution.

$ONDS
Focused on mission-critical wireless networks for drones, rail, and critical infrastructure, it’s well-positioned in the growing demand for reliable, private connectivity amid defense, energy, and autonomy trends.

$RKLB
Explosive revenue growth (36%+ in recent quarters), successful hypersonic tests, and progress toward the Neutron rocket make it a key player in the booming space economy, especially with increasing satellite launches and defense contracts.

$TE
Benefits from rising electricity demand, domestic supply chain incentives, and solar/renewable expansion, driving enhanced pricing power, long-term contracts, and reliable growth in the energy transition.

$LWLG
Its electro-optic polymer platform is advancing in high-speed data and photonics for AI/data centers, with positive technicals, design wins from major players, and strong momentum in next-gen optical interconnects, poised for breakout as AI infrastructure scales.

$IBRX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$INFQ/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$TE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$LWLG/USD H2 #Indicator #Signal #Trading #GlobalOneAI

🚨 BREAKING: The US military just joined forces with Ecuador troops to TAKE DOWN Designated Terrorist Organizations in Ecuador, SOUTHCOM says

BOOM! Welcome to the Trump Doctrine 🇺🇸

SOUTHCOM: "The operations are a powerful example of the commitment of partners in Latin America and the Caribbean to combat the scourge of narco-terrorism."

"Together, we are taking decisive action to confront narco-terrorists who have long inflicted terror, violence, and corruption on citizens throughout the hemisphere."

🇺🇸❗️🇪🇸 Donald Trump criticizes Spain:

🗣️ “Spain has behaved terribly. I told Scott Bessent (the U.S. Treasury Secretary) to cut off all trade and financial ties with Spain because Spain told us we cannot use their bases — which is not a problem, we don’t need them.

If we want to, we’ll simply fly in and use them. No one can tell us not to. We are going to stop all trade with Spain. We don’t want to have anything to do with Spain.”

🇪🇸 Santiago Abascal, leader of the right-wing party Vox:

🗣️ “The regimes of Iran and Venezuela have been financing the far left in Spain for the past 15 years. Because of this, Pedro Sánchez is the best friend of the Iranian ayatollahs in Europe, and he has also been Nicolás Maduro’s closest ally.”

Rumor is the U.S. has taken out most of the Iran naval force and most missile launchers capable of striking ships in the Strait of Hormuz.

Once it opens (tomorrow or Thurs) expect a massive rebound rally until OpEx.

Problem is, the ground invasion is about to begin... 🤫

Commodity markets are entering a new regime.

Volatility is becoming shorter,sharper and more structural.

Trading revenues easing from $72B in 2024 to $69B in 2025.

This is not a collapse.

It is normalization at a higher plateau.

3 structural shifts are now shaping the landscape:

• Faster volatility cycles driving shorter positioning windows

• AI reshaping trading models, risk systems and execution

• Rising capability investment, increasingly via partnerships

The easy margin expansion phase is over.

The next phase rewards speed, technology and balance sheet discipline.

#commodities