Hidden Semiconductor Gems 🔥
$ATOM & $VLN
Imagine chips that break through old limits and deliver massive performance boosts without extra power drain.
That’s Atomera – their game-changing MST technology creates engineered superlattices right in silicon, slashing power use while cranking up speed and efficiency for next-gen AI chips, DRAM, and beyond. With a rock-solid patent fortress and fresh collaborations accelerating adoption in cutting-edge fabs, Atomera is quietly positioning itself as the secret sauce for the semiconductor world’s biggest players.
Now picture seamless, ultra-reliable high-speed data flying through cars – no lag, no heavy cables, pure magic for ADAS, infotainment, and the self-driving revolution. That’s Valens Semiconductor crushing it with their MIPI A-PHY chipsets that enable multi-gigabit connectivity over simple wiring. Already powering premium infotainment in Mercedes-Benz vehicles (with millions already on the roads worldwide), they’ve locked in deep partnerships with luxury giants and scored fresh design wins for tomorrow’s autonomous fleets. Emmy-recognized tech, unbreakable patents, and real-world proof in luxury rides.
$ATOM & $VLN
Imagine chips that break through old limits and deliver massive performance boosts without extra power drain.
That’s Atomera – their game-changing MST technology creates engineered superlattices right in silicon, slashing power use while cranking up speed and efficiency for next-gen AI chips, DRAM, and beyond. With a rock-solid patent fortress and fresh collaborations accelerating adoption in cutting-edge fabs, Atomera is quietly positioning itself as the secret sauce for the semiconductor world’s biggest players.
Now picture seamless, ultra-reliable high-speed data flying through cars – no lag, no heavy cables, pure magic for ADAS, infotainment, and the self-driving revolution. That’s Valens Semiconductor crushing it with their MIPI A-PHY chipsets that enable multi-gigabit connectivity over simple wiring. Already powering premium infotainment in Mercedes-Benz vehicles (with millions already on the roads worldwide), they’ve locked in deep partnerships with luxury giants and scored fresh design wins for tomorrow’s autonomous fleets. Emmy-recognized tech, unbreakable patents, and real-world proof in luxury rides.
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#SECWAR “In the Indian Ocean—an American submarine sunk an Iranian warship, that thought it was safe in international waters.
Instead, it was sunk by a torpedo—Quiet Death.
The first sinking of an enemy ship by a torpedo since World War 2. Like in that war—back when we were still the War Department—we are fighting to win."
Instead, it was sunk by a torpedo—Quiet Death.
The first sinking of an enemy ship by a torpedo since World War 2. Like in that war—back when we were still the War Department—we are fighting to win."
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🇨🇭 Global One SI - Prompt
Video
🇮🇷🇺🇸 Nearly 150 people reported missing and several dead after an Iranian warship sank following a US military strike.
🇨🇭 Global One SI - Prompt
$ASTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
UBS analyst Christopher Schoell raises the price target for $ASTS AST SpaceMobile to $85 from $43 while maintaining a Neutral rating.
The firm expects revenue to multiply as the company nears its goal of 45 to 60 satellites in orbit by late 2026.
The firm expects revenue to multiply as the company nears its goal of 45 to 60 satellites in orbit by late 2026.
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🇨🇭 Global One SI - Prompt
I'm only going to say this once. If you're under 35, this correction is a gift. $ZETA - $17 now. $50 stock. 18 straight beat-and-raise quarters. $PATH - $11 now. $30 stock. #1 agentic automation platform. $SOFI - $18 now. $40 stock. CEO just bought $1M…
CLSA reiterates a High Conviction Outperform on Nvidia $NVDA with a $300 price target.
Analysts cite 30% earnings upgrades and a sub 23x forward PE as evidence that shares are undervalued relative to exponential AI token growth and hyperscaler demand.
Analysts cite 30% earnings upgrades and a sub 23x forward PE as evidence that shares are undervalued relative to exponential AI token growth and hyperscaler demand.
🚨 BIG statement from Dr. Patrick Soon-Shiong in $IBRX earnings call yesterday:
„If you cure cancer, the organic value of a company is very much no different than what’s happening with $NVDA and $TSLA , et cetera. I think you grow an organic value based on change…“
ImmunityBio resisting Big Pharma to CURE cancer - positioning itself as the next NVIDIA/Tesla disruptor in biotech.
Mission: Cure cancer.
Vision: 10x 📈
„If you cure cancer, the organic value of a company is very much no different than what’s happening with $NVDA and $TSLA , et cetera. I think you grow an organic value based on change…“
ImmunityBio resisting Big Pharma to CURE cancer - positioning itself as the next NVIDIA/Tesla disruptor in biotech.
Mission: Cure cancer.
Vision: 10x 📈
BUILD the next DECADE ✨
Biotech: $IBRX $OCGN
Quantum: $INFQ $IONQ
Defense: $ONDS $RCAT
Physical AI: $OUST $AEVA
Photonics: $POET $LWLG
Space: $RKLB $FLY
Energy: $SMR $TE
Data Centers: $IREN $APLD
Did I forget a stock?
Biotech: $IBRX $OCGN
Quantum: $INFQ $IONQ
Defense: $ONDS $RCAT
Physical AI: $OUST $AEVA
Photonics: $POET $LWLG
Space: $RKLB $FLY
Energy: $SMR $TE
Data Centers: $IREN $APLD
Did I forget a stock?
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨Why Iran Just Boosted USA LNG Demand ?
💰Which Stocks Win?
#Iran attacked Qatar
#Qatar supplies 20% of global LNG
Now Asia has no supplier and one obvious alternative 🇺🇸the US
Why this matters right now?
75.9 million tonnes of Asian demand suddenly needs a new home
Asian utilities are signing 20 year US contracts they would have refused last month
New US capacity (Golden Pass, Plaquemines, Corpus Christi) is coming online this quarter
💰Which Stocks Win?
#Iran attacked Qatar
#Qatar supplies 20% of global LNG
Now Asia has no supplier and one obvious alternative 🇺🇸the US
Why this matters right now?
75.9 million tonnes of Asian demand suddenly needs a new home
Asian utilities are signing 20 year US contracts they would have refused last month
New US capacity (Golden Pass, Plaquemines, Corpus Christi) is coming online this quarter
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨250+ oil tankers just stopped moving through Hormuz
On March 1st, traffic through the Strait of Hormuz collapsed by 86%.
More than 250 tankers anchored, turns or waited in open waters.
Oil prices spiked immediately.
The Strait of Hormuz is a 21 mile wide bottleneck that moves 20+ million barrels of oil and 20% of global #LNG trade every single day.
75% of that energy goes to Asia.
#China, #India, #Japan, South Korea their entire #energy security depends on this one passage staying open.
When #Hormuz disrupts, it doesn't just affect oil traders... also:
→ Manufacturing costs spike
→ Shipping routes scramble
→ Energy dependent industries freeze
→ Strategic reserves get tested
The March 1st incident was a live stress test of global energy infrastructure.
And there is no equivalent alternative route.
Pipelines can't scale fast enough.
Alternative shipping paths add weeks and cost premiums most supply chains can't absorb.
This is why geopolitical risk is a variable in every supply chain, every logistics model, every contingency plan.
#oott
On March 1st, traffic through the Strait of Hormuz collapsed by 86%.
More than 250 tankers anchored, turns or waited in open waters.
Oil prices spiked immediately.
The Strait of Hormuz is a 21 mile wide bottleneck that moves 20+ million barrels of oil and 20% of global #LNG trade every single day.
75% of that energy goes to Asia.
#China, #India, #Japan, South Korea their entire #energy security depends on this one passage staying open.
When #Hormuz disrupts, it doesn't just affect oil traders... also:
→ Manufacturing costs spike
→ Shipping routes scramble
→ Energy dependent industries freeze
→ Strategic reserves get tested
The March 1st incident was a live stress test of global energy infrastructure.
And there is no equivalent alternative route.
Pipelines can't scale fast enough.
Alternative shipping paths add weeks and cost premiums most supply chains can't absorb.
This is why geopolitical risk is a variable in every supply chain, every logistics model, every contingency plan.
#oott
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In light of the recent conflict between the Mexican military and the cartels
Cartels and probably other terror organizations receive NATO weapons and are getting trained in Ukraine in modern urban warfare
The world is becoming much more dangerous
Cartels and probably other terror organizations receive NATO weapons and are getting trained in Ukraine in modern urban warfare
The world is becoming much more dangerous
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