The paper gold market is massively larger than the physical market.
For every 1 oz of physical #gold, 133 oz of paper gold trade against it.
Keep that in mind during the next sharp sell-off.
In other words, price can move violently, even when the underlying physical market hasn’t changed.
For every 1 oz of physical #gold, 133 oz of paper gold trade against it.
Keep that in mind during the next sharp sell-off.
In other words, price can move violently, even when the underlying physical market hasn’t changed.
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🇨🇭 Global One SI - Prompt
NEW - Azerbaijani troops reportedly placed on combat alert and deployed to the border with Iran — OC Media 🇮🇷💥Iran Launches First Direct Attack on Azerbaijan: Nakhchivan International Airport in the Azerbaijani exclave of Nakhchivan was struck by missiles…
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🚨 JUST IN: In a jaw-dropping announcement, Azerbaijan’s military just stated, They are preparing “retaliatory measures” against Iran after Iranian attack drones struck the Azerbaijani city of Nakhchivan. "Retaliatory measures to defend country’s sovereignty are being prepared."
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BREAKING : Local sources confirm that Pakistan Army is moving heavy artillery & equipment along the border with Iran.
Looks like 2nd phase of the US-Israel op coming
Kurds are attacking Iran from the West. Is Pakistan going to do something from the East.
Looks like 2nd phase of the US-Israel op coming
Kurds are attacking Iran from the West. Is Pakistan going to do something from the East.
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🇨🇭 Global One SI - Prompt
$USAR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
William Blair reiterates Outperform on USA Rare Earth $USAR with a $42 fair value.
Analysts see 120% upside as the firm consolidates its 100% Round Top stake, eyeing a 10x EV/EBITDAX multiple to close the valuation gap with Tier 1 critical mineral peers.
Analysts see 120% upside as the firm consolidates its 100% Round Top stake, eyeing a 10x EV/EBITDAX multiple to close the valuation gap with Tier 1 critical mineral peers.
🇨🇭 Global One SI - Prompt
2026 AI, Infra & Biotech Watchlist: 🟢 $NVDA: AI chip titan, 65% EPS growth '27, 39% upside 🟢 $IREN: Green infra play, 126% rev explosion 🟢 $HOOD: Fintech disruptor, crypto user surge 🟢 $MU: Memory master, 55% margins, 54% earnings jump 🟢 $VRT: Data center…
Tigress Financial raises $NVDA Nvidia price target to a Street high $360 with a Strong Buy rating.
Analysts cite a $500B AI pipeline and a massive Blackwell ramp driving record growth as the firm dominates the $3T AI infrastructure buildout.
Analysts cite a $500B AI pipeline and a massive Blackwell ramp driving record growth as the firm dominates the $3T AI infrastructure buildout.
🇨🇭 Global One SI - Prompt
Fuck Cartels
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#SECWAR has just signed the Americas Counter Cartel Conference Joint Security Declaration.
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🇨🇭 Global One SI - Prompt
🚨 JUST IN: SecWar Pete Hegseth says the "Trump Corollary" of the Monroe Doctrine is IN FULL FORCE "Trump has reestablished the Monroe Doctrine, the Trump Corollary of the Monroe Doctrine. Or, if you'd like, for short, you can just call it the 'DONROE DOCTRINE.'"…
#SECWAR “With Donald Trump in the Oval Office, and with all of you here, we can still realize that long-ago dream of James Monroe in our time.
WE WILL MAKE THE AMERICAS GREAT AGAIN"
WE WILL MAKE THE AMERICAS GREAT AGAIN"
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#MattAadastra: “We're going to beat China to the Moon. We're going to establish a Moon base, and then we're moving on to Mars. We're going to innovate technologies that will change humankind. We're going to inspire the next generation.”
“I think that is what we're seeing here from President Trump, this committee, and the Administrator, and I'm looking forward to joining that team.”
“I think that is what we're seeing here from President Trump, this committee, and the Administrator, and I'm looking forward to joining that team.”
🇨🇭 Global One SI - Prompt
#MattAadastra: “We're going to beat China to the Moon. We're going to establish a Moon base, and then we're moving on to Mars. We're going to innovate technologies that will change humankind. We're going to inspire the next generation.” “I think that is what…
2026 will mark a major inflection point for the space economy.
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$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Canada and India target $50B in annual trade by 2030 in a landmark reset.
Anchored by a $2.6B Cameco #uranium deal and expanded energy exports, the new Strategic Energy Partnership aims for a full CEPA trade pact by the end of 2026.
Anchored by a $2.6B Cameco #uranium deal and expanded energy exports, the new Strategic Energy Partnership aims for a full CEPA trade pact by the end of 2026.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
While global attention is focused on disruptions to oil product flows in the Middle East, Venezuelan's crude is flowing.
#oott #Venezuela
#oott #Venezuela
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
History shows a clear pattern
🚨 Oil Shocks Don’t Peak on Day 1
After major geopolitical shocks, oil prices usually rise gradually for weeks.
Examples:
• Russia–Ukraine invasion
• Arab Spring
• Gulf Wars
• Venezuela supply shocks
The average pattern shows oil typically climbing 20–30% within ~60 days after the shock.
In other words.
Markets often underprice the first phase of supply risk.
The real move tends to happen once physical disruptions start showing up in flows and inventories.
🚨 Oil Shocks Don’t Peak on Day 1
After major geopolitical shocks, oil prices usually rise gradually for weeks.
Examples:
• Russia–Ukraine invasion
• Arab Spring
• Gulf Wars
• Venezuela supply shocks
The average pattern shows oil typically climbing 20–30% within ~60 days after the shock.
In other words.
Markets often underprice the first phase of supply risk.
The real move tends to happen once physical disruptions start showing up in flows and inventories.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 90% of Hormuz crude goes to Asia
Asia don't' have a Plan B for this...
20% of global oil consumption
27% of global seaborne oil #trade
20% of global #LNG trade
All flows through one chokepoint.
When the Strait of Hormuz closed on March 1st, the vessels that normally pass through daily just... stopped.
→ 89% of #HormuzStrait crude is sent to Asia
→ 83% of Hormuz LNG goes to #Asia
→ #China alone receives 37.7% of all Hormuz crude and condensate
Asia doesn't diversify away from Hormuz.
⚠️Asia is Hormuz-dependent.
And when the tankers stop that dependency became a crisis.
Only 7% of US crude imports come through Hormuz.
So, America can afford a Hormuz disruption, Asia cannot.
Asia don't' have a Plan B for this...
20% of global oil consumption
27% of global seaborne oil #trade
20% of global #LNG trade
All flows through one chokepoint.
When the Strait of Hormuz closed on March 1st, the vessels that normally pass through daily just... stopped.
→ 89% of #HormuzStrait crude is sent to Asia
→ 83% of Hormuz LNG goes to #Asia
→ #China alone receives 37.7% of all Hormuz crude and condensate
Asia doesn't diversify away from Hormuz.
⚠️Asia is Hormuz-dependent.
And when the tankers stop that dependency became a crisis.
Only 7% of US crude imports come through Hormuz.
So, America can afford a Hormuz disruption, Asia cannot.
🇨🇭 Global One SI - Prompt
🚨 JUST IN: In a jaw-dropping announcement, Azerbaijan’s military just stated, They are preparing “retaliatory measures” against Iran after Iranian attack drones struck the Azerbaijani city of Nakhchivan. "Retaliatory measures to defend country’s sovereignty…
Of all the stupidest moves the IRGC has made in the past five days, striking Azerbaijan is probably the most dangerous miscalculation.
Azerbaijan has:
1️⃣ Strong leadership under Ilham Aliyev
2️⃣ A modern, battle-hardened military
3️⃣ Recent battlefield success restoring its territorial integrity in just 44 days.
4️⃣ Deep ethnic ties to 30M+ Azerbaijanis living in Iran
These attacks risk creating a casus belli, giving Baku grounds to act in defense of its territory and potentially across the border to protect ethnically allied Azerbaijani populations in Iran. This is probably once in a millennia opportunity for a Whole Azerbaijan!
Azerbaijan has:
1️⃣ Strong leadership under Ilham Aliyev
2️⃣ A modern, battle-hardened military
3️⃣ Recent battlefield success restoring its territorial integrity in just 44 days.
4️⃣ Deep ethnic ties to 30M+ Azerbaijanis living in Iran
These attacks risk creating a casus belli, giving Baku grounds to act in defense of its territory and potentially across the border to protect ethnically allied Azerbaijani populations in Iran. This is probably once in a millennia opportunity for a Whole Azerbaijan!
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🇨🇭 Global One SI - Prompt
Trump administration contacted Kurdish leaders in Iran and Iraq, suggesting possible U.S. air support if Kurdish groups attempt to gain control in western Iran. Source: The Washington Post
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Kurdish forces - Peshmerga
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🇨🇭 Global One SI - Prompt
Of all the stupidest moves the IRGC has made in the past five days, striking Azerbaijan is probably the most dangerous miscalculation. Azerbaijan has: 1️⃣ Strong leadership under Ilham Aliyev 2️⃣ A modern, battle-hardened military 3️⃣ Recent battlefield…
🚨 BREAKING: Azerbaijan’s Armed Forces have been placed on the highest level of mobilization.
All units — including the Defense Ministry, Border Service, and Special Forces — have been ordered to stand ready for any operation.
All units — including the Defense Ministry, Border Service, and Special Forces — have been ordered to stand ready for any operation.
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🇨🇭 Global One SI - Prompt
Best buys in the market right now- 1. $ONDS at $10.5 2. $AXTI at $40 3. $OSS at $8.5 4. $IREN at $40 5. $TE at $7 6. $NBIS at $100 7. $CIFR at $16 8. $AMPX at $13 9. $IONQ at $37 Don't miss this opportunities. Next bull run will be massive!
$IREN management is targeting a stock price of $1,850.
Not analysts. Not Reddit. Not X.
Management.
Let’s talk about what everyone is completely sleeping on.
$IREN executive options don’t vest on time.
They vest on PRICE.
Here’s the structure:
• $370 → 600,000 options vest
• $650 → another 600,000 vest
• $925 → another 600,000 vest
• $1,850 → last 600,000 vest
These aren’t fantasy numbers written by Reddit degenerates.
These are the price targets management wrote for THEMSELVES at IPO.
Read that again and think about what that means:
The people running $IREN, who know every contract, every power deal, every hyperscaler conversation happening behind closed doors, structured their own compensation around a stock price of $370, $650, $925, and $1,850.
They didn’t set these targets to never hit them.
They set them because they built a roadmap to get there.
At $40 today, the market is pricing $IREN like a mid-tier data center operator.
Management is pricing it like the backbone of the entire AI buildout.
One of these two groups has access to information the other doesn’t.
Act accordingly.
Not analysts. Not Reddit. Not X.
Management.
Let’s talk about what everyone is completely sleeping on.
$IREN executive options don’t vest on time.
They vest on PRICE.
Here’s the structure:
• $370 → 600,000 options vest
• $650 → another 600,000 vest
• $925 → another 600,000 vest
• $1,850 → last 600,000 vest
These aren’t fantasy numbers written by Reddit degenerates.
These are the price targets management wrote for THEMSELVES at IPO.
Read that again and think about what that means:
The people running $IREN, who know every contract, every power deal, every hyperscaler conversation happening behind closed doors, structured their own compensation around a stock price of $370, $650, $925, and $1,850.
They didn’t set these targets to never hit them.
They set them because they built a roadmap to get there.
At $40 today, the market is pricing $IREN like a mid-tier data center operator.
Management is pricing it like the backbone of the entire AI buildout.
One of these two groups has access to information the other doesn’t.
Act accordingly.
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🇨🇭 Global One SI - Prompt
❗️🇮🇷🇺🇸 According to the Washington Post, the Pentagon used Anthropic’s Claude AI integrated with Palantir’s Maven targeting system to help identify nearly 1,000 targets during the February 28 U.S. and Israeli attacks on Iran, underscoring the growing role…
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$PLTR Palantir CEO Alex Karp on AI for warfare:
“There’s not a single case where an operation worked— meaning it was lethal, the adversary was decimated, and there was a minimum of innocent lives lost— that did not involve a software.”
“And we’re in every single one of those fights.”
“There’s not a single case where an operation worked— meaning it was lethal, the adversary was decimated, and there was a minimum of innocent lives lost— that did not involve a software.”
“And we’re in every single one of those fights.”