🇨🇭 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?
✍2
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
✍1
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
This media is not supported in your browser
VIEW IN TELEGRAM
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
✍1
$ADUR - HUGE upside potential 🔥
Aduro Clean Technologies is insanely powerful because its proprietary Hydrochemolytic™ Technology (HCT) can chemically recycle and upgrade virtually any plastic waste, heavy oils, and bitumen into high-value fuels and chemicals at much lower temperatures and energy costs than traditional methods, creating a game-changing economic and environmental edge.
What makes it feel almost monopolistic in potential is the combination of broad, hard-to-replicate patents covering the core HCT process, extremely high conversion yields (often >90 %), and the ability to produce premium outputs (naphtha, diesel-range hydrocarbons) without needing massive infrastructure changes, giving Aduro a massive first-mover advantage in a world desperate for circular plastic and heavy-oil solutions.
If Aduro successfully scales its demonstration plants and lands strategic partnerships or licensing deals, it could dominate key segments of the chemical recycling and upcycling market for years, turning plastic waste and stranded heavy oils into a multi-billion-dollar recurring revenue machine while competitors struggle to match the efficiency and versatility.
Aduro Clean Technologies is insanely powerful because its proprietary Hydrochemolytic™ Technology (HCT) can chemically recycle and upgrade virtually any plastic waste, heavy oils, and bitumen into high-value fuels and chemicals at much lower temperatures and energy costs than traditional methods, creating a game-changing economic and environmental edge.
What makes it feel almost monopolistic in potential is the combination of broad, hard-to-replicate patents covering the core HCT process, extremely high conversion yields (often >90 %), and the ability to produce premium outputs (naphtha, diesel-range hydrocarbons) without needing massive infrastructure changes, giving Aduro a massive first-mover advantage in a world desperate for circular plastic and heavy-oil solutions.
If Aduro successfully scales its demonstration plants and lands strategic partnerships or licensing deals, it could dominate key segments of the chemical recycling and upcycling market for years, turning plastic waste and stranded heavy oils into a multi-billion-dollar recurring revenue machine while competitors struggle to match the efficiency and versatility.
Media is too big
VIEW IN TELEGRAM
Wedbush reiterates Outperform on Apple $AAPL with a $350 price target.
Analyst Dan Ives calls the M5 Mac lineup and $599 MacBook Neo key catalysts for a major upgrade cycle, citing "incremental upside" as Apple aggressively targets the budget market.
Analyst Dan Ives calls the M5 Mac lineup and $599 MacBook Neo key catalysts for a major upgrade cycle, citing "incremental upside" as Apple aggressively targets the budget market.
🇨🇭 Global One SI - Prompt
$INFQ/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$INFQ – Sleeping Giant 🔥
Infleqtion just went public on NYSE – the FIRST neutral-atom quantum company ever.
Raised over $550M in fresh capital, 230+ patents, real products shipping, partnerships with NVIDIA, UK Gov & NASA.
Valued lower than peers like $IONQ but dominating BOTH computing AND sensing.
Infleqtion just went public on NYSE – the FIRST neutral-atom quantum company ever.
Raised over $550M in fresh capital, 230+ patents, real products shipping, partnerships with NVIDIA, UK Gov & NASA.
Valued lower than peers like $IONQ but dominating BOTH computing AND sensing.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF
✍1
U.S. Defense Department Targets 13 Critical Minerals for Supply Chain Expansion $MP $UAMY $TUNGF $UUUU $AREC $UURAF $ALOY $MTMCF
The Pentagon asked members of the Defense Industrial Base Consortium (DIBC), a group of more than 1,500 companies, universities and others that supply the military, for proposals to be submitted by March 20 for projects that could mine, process or recycle select minerals, the document showed. The minerals are:
1. Arsenic
2. Bismuth
3. Gadolinium
4. Germanium
5. Graphite
6. Hafnium
7. Nickel
8. Samarium
9. Tungsten
10. Vanadium
11. Ytterbium
12. Yttrium
13. Zirconium
The Pentagon asked for detailed information on the costs, including labor and material, needed to build a mine or processing facility. Projects could be awarded development funds ranging from $100 million to over $500 million, according to the request.
The Pentagon asked members of the Defense Industrial Base Consortium (DIBC), a group of more than 1,500 companies, universities and others that supply the military, for proposals to be submitted by March 20 for projects that could mine, process or recycle select minerals, the document showed. The minerals are:
1. Arsenic
2. Bismuth
3. Gadolinium
4. Germanium
5. Graphite
6. Hafnium
7. Nickel
8. Samarium
9. Tungsten
10. Vanadium
11. Ytterbium
12. Yttrium
13. Zirconium
The Pentagon asked for detailed information on the costs, including labor and material, needed to build a mine or processing facility. Projects could be awarded development funds ranging from $100 million to over $500 million, according to the request.
✍2
🇨🇭 Global One SI - Prompt
🚨 IT’S OFFICIAL: President Trump confirms we have an UNLIMITED supply of munitions, Iran is COOKED
🇺🇸 Is the United States going to run out of precision guided munitions?
No, no they are not.
SDB production capacity: 10,000/year
JDAM kit production capacity: 25,000/year
Total combined procurement of these weapons measures in the 100s of thousands.
With air superiority over Iran established, the US doesn't need to rely on exquisite stand off weapons to conduct strikes. They can use weapons like Small Diameter Bomb and Mark 80 series bombs with JDAM kits.
Air defense interceptors performed their role by defeating the initial missile attacks, and now Iran no longer has the means to generate large-scale missile raids. The expenditure rates for interceptors will drop accordingly.
No, no they are not.
SDB production capacity: 10,000/year
JDAM kit production capacity: 25,000/year
Total combined procurement of these weapons measures in the 100s of thousands.
With air superiority over Iran established, the US doesn't need to rely on exquisite stand off weapons to conduct strikes. They can use weapons like Small Diameter Bomb and Mark 80 series bombs with JDAM kits.
Air defense interceptors performed their role by defeating the initial missile attacks, and now Iran no longer has the means to generate large-scale missile raids. The expenditure rates for interceptors will drop accordingly.
✍1