High Risk - High Reward 🚀
$VELO (Velo3D)
Pioneering metal 3D printing with SupportFree laser powder bed fusion tech for complex, high-performance parts in aerospace, defense, and industrial sectors, massive growth potential as additive manufacturing surges in mission-critical applications.
$LWLG (Lightwave Logic)
Developing cutting-edge electro-optic polymers for ultra-fast, energy-efficient data transmission in AI, telecom, and photonics, huge upside if these breakthroughs capture share in the exploding data center and high-speed connectivity markets.
$LASR (nLIGHT)
Leading provider of advanced semiconductor and fiber lasers for defense, aerospace, industrial, and microfabrication, defense budgets and manufacturing expansion could fuel major contracts and parabolic moves.
$OUST (Ouster)
Delivering high-resolution digital lidar sensors powering autonomous vehicles, robotics, industrial automation, and smart infrastructure, perfectly positioned for the ongoing AI, robotics, and autonomy boom with strong long-term tailwinds.
$OSS (One Stop Systems)
Builds rugged high-performance edge computing systems, servers, and accelerators for AI, ML, sensor processing, defense, and autonomy, demand for edge AI and military tech is skyrocketing, setting up explosive growth on contracts and adoption.
$VELO (Velo3D)
Pioneering metal 3D printing with SupportFree laser powder bed fusion tech for complex, high-performance parts in aerospace, defense, and industrial sectors, massive growth potential as additive manufacturing surges in mission-critical applications.
$LWLG (Lightwave Logic)
Developing cutting-edge electro-optic polymers for ultra-fast, energy-efficient data transmission in AI, telecom, and photonics, huge upside if these breakthroughs capture share in the exploding data center and high-speed connectivity markets.
$LASR (nLIGHT)
Leading provider of advanced semiconductor and fiber lasers for defense, aerospace, industrial, and microfabrication, defense budgets and manufacturing expansion could fuel major contracts and parabolic moves.
$OUST (Ouster)
Delivering high-resolution digital lidar sensors powering autonomous vehicles, robotics, industrial automation, and smart infrastructure, perfectly positioned for the ongoing AI, robotics, and autonomy boom with strong long-term tailwinds.
$OSS (One Stop Systems)
Builds rugged high-performance edge computing systems, servers, and accelerators for AI, ML, sensor processing, defense, and autonomy, demand for edge AI and military tech is skyrocketing, setting up explosive growth on contracts and adoption.
$NXE $UEC $CCJ $UUUU $DNN | NexGen Energy receives final federal approval from the CNSC to build the Rook I uranium mine in northern Saskatchewan.
With a 4 year build starting summer 2026, Rook I is set to supply 20% of global #uranium, fueling the next decade of nuclear.
With a 4 year build starting summer 2026, Rook I is set to supply 20% of global #uranium, fueling the next decade of nuclear.
🇨🇭 Global One SI - Prompt
BYD flash-charging technology allows its electric cars to gain the equivalent of 400 kilometers of range in just 5 minutes 😱
Ultra-fast EV charging is coming
“Engineers at BYD unveiled a new generation Blade Battery 2.0 paired with a megawatt ‘flash-charging’ system capable of adding hundreds of kilometers of range in just minutes.”
“The technology can charge an electric vehicle from roughly 10% to 70% in about 5 minutes and close to a full charge in around 10 minutes, thanks to a 1000-volt architecture delivering nearly 1 megawatt of power.”
“This breakthrough could bring EV charging times closer to the speed of refueling a gasoline car, removing one of the biggest barriers to global electric vehicle adoption.”
“Engineers at BYD unveiled a new generation Blade Battery 2.0 paired with a megawatt ‘flash-charging’ system capable of adding hundreds of kilometers of range in just minutes.”
“The technology can charge an electric vehicle from roughly 10% to 70% in about 5 minutes and close to a full charge in around 10 minutes, thanks to a 1000-volt architecture delivering nearly 1 megawatt of power.”
“This breakthrough could bring EV charging times closer to the speed of refueling a gasoline car, removing one of the biggest barriers to global electric vehicle adoption.”
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$FRO $ASC $STNG $DHT $NAT $TNK | Strait of Hormuz remains effectively closed following the start of Operation Epic Fury.
With traffic down 80% and 20% of global oil and LNG blocked, the U.S. has issued emergency energy waivers to allies as Brent crude tests a $15 risk premium.
With traffic down 80% and 20% of global oil and LNG blocked, the U.S. has issued emergency energy waivers to allies as Brent crude tests a $15 risk premium.
🌍 Africa’s Debt Map
Debt pressure across Africa is becoming highly uneven.
Countries with debt >100% of GDP:
• 🇸🇩 Sudan
• 🇿🇲 Zambia
• 🇲🇿 Mozambique
• 🇲🇼 Malawi
High debt (70–100%):
• 🇿🇦 South Africa
• 🇬🇦 Gabon
• 🇪🇬 Egypt
Meanwhile several large economies remain relatively stable:
• 🇳🇬 Nigeria
• 🇨🇩 DR Congo
• 🇹🇿 Tanzania
• 🇺🇬 Uganda
Most sit below 40–60% of GDP.
The key issue now is not just debt levels.
It is debt servicing costs, which rise quickly when global interest rates and commodity prices move.
#Africa
Debt pressure across Africa is becoming highly uneven.
Countries with debt >100% of GDP:
• 🇸🇩 Sudan
• 🇿🇲 Zambia
• 🇲🇿 Mozambique
• 🇲🇼 Malawi
High debt (70–100%):
• 🇿🇦 South Africa
• 🇬🇦 Gabon
• 🇪🇬 Egypt
Meanwhile several large economies remain relatively stable:
• 🇳🇬 Nigeria
• 🇨🇩 DR Congo
• 🇹🇿 Tanzania
• 🇺🇬 Uganda
Most sit below 40–60% of GDP.
The key issue now is not just debt levels.
It is debt servicing costs, which rise quickly when global interest rates and commodity prices move.
#Africa