Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The IEA has predicted a historic oil glut for 2026.
Meanwhile, US commercial crude storage is about to hit the lowest level in 5 years.
Meanwhile, US commercial crude storage is about to hit the lowest level in 5 years.
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🇺🇸🇮🇷 Iran is weakening:
Missile attacks have reduced by 90%, drone attacks by 83%.
80% of their air defense systems have been destroyed altogether.
Is Trump about to get a quick victory, or will Iran hold out, leveraging every cheap drone and missile system it can get its hands on alongside its ties with China?
The unfortunate irony is that the nation has undergone such harsh conditions under American sanctions that citizens will barely notice anything has changed since the war started.
Missile attacks have reduced by 90%, drone attacks by 83%.
80% of their air defense systems have been destroyed altogether.
Is Trump about to get a quick victory, or will Iran hold out, leveraging every cheap drone and missile system it can get its hands on alongside its ties with China?
The unfortunate irony is that the nation has undergone such harsh conditions under American sanctions that citizens will barely notice anything has changed since the war started.
👀1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Diamondback Energy: Oil supply glut narrative continues to get pushed to the right.
- Demand is strong
- Global economy is growing
- Markets are tighter than most analysts, including them, expected
But they are still cautious, holding production flat... no one is looking for production growth at these levels.
When fear shifts from oversupply to supply deficits, expect a violent rerating.
Oil still has the most asymmetric setup in the commodity space.
- Demand is strong
- Global economy is growing
- Markets are tighter than most analysts, including them, expected
But they are still cautious, holding production flat... no one is looking for production growth at these levels.
When fear shifts from oversupply to supply deficits, expect a violent rerating.
Oil still has the most asymmetric setup in the commodity space.
$ONDS – One of the most underrated defense plays right now 🔥
Ondas Holdings is quietly building a real moat in the exploding counter-drone / C-UAS market with its proven Sentrycs cyber-RF technology.
• Repeat orders from serious customers (governments + critical infrastructure)
• Sticky, high-margin contracts once systems are deployed
• Massive tailwinds: rising drone threats worldwide, budget increases in defense & security
The company is stacking wins, revenue is ramping, and the market is finally starting to notice.
Real-world validation in one of the fastest-growing segments in autonomous defense tech.
What’s your price target? 📈
Ondas Holdings is quietly building a real moat in the exploding counter-drone / C-UAS market with its proven Sentrycs cyber-RF technology.
• Repeat orders from serious customers (governments + critical infrastructure)
• Sticky, high-margin contracts once systems are deployed
• Massive tailwinds: rising drone threats worldwide, budget increases in defense & security
The company is stacking wins, revenue is ramping, and the market is finally starting to notice.
Real-world validation in one of the fastest-growing segments in autonomous defense tech.
What’s your price target? 📈
🚨 $HIMS SHORT SQUEEZE MONDAY LOADING
40%+ of float shorted
Lawsuit DROPPED + $NVO partnership rumors to sell branded Wegovy on Hims platform.
Announcement Monday?
+40% Friday (closed $15.74 → spiked to $22+ thin liquidity)
Last partnership run: $25 → $65 in weeks!
Shorts facing billions in pain 💀
Who’s riding?
40%+ of float shorted
Lawsuit DROPPED + $NVO partnership rumors to sell branded Wegovy on Hims platform.
Announcement Monday?
+40% Friday (closed $15.74 → spiked to $22+ thin liquidity)
Last partnership run: $25 → $65 in weeks!
Shorts facing billions in pain 💀
Who’s riding?
High-Momentum Leaders: 18 Stocks Showing Expanding Relative Strength
$KRMN – Aerospace & Defense
$PL – Aerospace & Defense
$CENX – Aluminum
$FIGS – Apparel Manufacturing
$AAOI – Communication Equipment
$AMPX – Electrical Equipment & Parts
$ACHC – Medical Care Facilities
$PTEN – Oil & Gas Drilling
$LBRT – Oil & Gas Equipment & Services
$NAT – Oil & Gas Midstream
$VG – Oil & Gas Midstream
$DHT – Oil & Gas Midstream
$UAMY – Other Industrial Metals & Mining
$CAVA – Restaurants
$AXTI – Semiconductor Equipment & Materials
$FSLY – Software – Application
$LYB – Specialty Chemicals
$BW – Specialty Industrial Machinery
$KRMN – Aerospace & Defense
$PL – Aerospace & Defense
$CENX – Aluminum
$FIGS – Apparel Manufacturing
$AAOI – Communication Equipment
$AMPX – Electrical Equipment & Parts
$ACHC – Medical Care Facilities
$PTEN – Oil & Gas Drilling
$LBRT – Oil & Gas Equipment & Services
$NAT – Oil & Gas Midstream
$VG – Oil & Gas Midstream
$DHT – Oil & Gas Midstream
$UAMY – Other Industrial Metals & Mining
$CAVA – Restaurants
$AXTI – Semiconductor Equipment & Materials
$FSLY – Software – Application
$LYB – Specialty Chemicals
$BW – Specialty Industrial Machinery
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🇨🇭 Global One SI - Prompt
10 NAMES TO WATCH IN SPACE 1 $RKLB emerging as the second pillar of U.S. launch and space systems with defense validation, rising Electron economics, and a fully funded path to Neutron. 2. $ASTS building the direct-to-device broadband layer that turns satellites…
ARTEMIS 4 IS THE NEW APOLLO 11
NASA is simplifying Artemis:
Artemis II (2026) nothing change.
Artemis III (2027) becomes an Apollo 9 style mission to test docking and lander operations in Earth orbit.
Artemis IV (2028) targets the first lunar landing, with Artemis V potentially delivering a second landing the same year.
If all goes well, lunar landings should become routine after 2028, marking the start of sustained activity on the Moon.
NASA is simplifying Artemis:
Artemis II (2026) nothing change.
Artemis III (2027) becomes an Apollo 9 style mission to test docking and lander operations in Earth orbit.
Artemis IV (2028) targets the first lunar landing, with Artemis V potentially delivering a second landing the same year.
If all goes well, lunar landings should become routine after 2028, marking the start of sustained activity on the Moon.
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The race back to the Moon is measured in months.
China has made its ambitions clear. They’re going to get there BEFORE 2030.
America must lead on the ultimate high ground of space—returning astronauts to the Moon and winning the second space race, and we’re going to take tangible steps to do that in 2028.
China has made its ambitions clear. They’re going to get there BEFORE 2030.
America must lead on the ultimate high ground of space—returning astronauts to the Moon and winning the second space race, and we’re going to take tangible steps to do that in 2028.
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🚨🇮🇷🇺🇸 Trump:
"[Iran's] communications and telecommunications are gone.
I don’t know how they communicate now, but I guess they’ll figure something out."
"[Iran's] communications and telecommunications are gone.
I don’t know how they communicate now, but I guess they’ll figure something out."
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🇨🇭 Global One SI - Prompt
🚨 $HIMS SHORT SQUEEZE MONDAY LOADING 40%+ of float shorted Lawsuit DROPPED + $NVO partnership rumors to sell branded Wegovy on Hims platform. Announcement Monday? +40% Friday (closed $15.74 → spiked to $22+ thin liquidity) Last partnership run: $25…
Novo Nordisk $NVO and Hims & Hers $HIMS plan to announce a landmark partnership as soon as Monday.
Ending their legal battle over GLP-1 compounding, the deal will bring FDA approved Wegovy to the Hims platform to expand patient access in 2026.
Ending their legal battle over GLP-1 compounding, the deal will bring FDA approved Wegovy to the Hims platform to expand patient access in 2026.
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🇨🇭 Global One SI - Prompt
Free Cuba is also an economic event. Tourism, trade, investment — 90 miles from Florida, untouched for 60 years. The hemisphere reset isn't just geopolitical. There's serious capital waiting for that island to open. Book the flight!
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🚨 JUST IN: President Trump reveals CUBA is "in its last moments of life" and Sec. Marco Rubio is going to strike a deal
Wow!
"It will have a great new life. It's in its last moments of life, the way it is."
"Our focus right now is on Iran. We'll do that, I'd say, what will you do, take 2 days off, Marco? No, he won't. He'll take 1 hour off, then finish up a deal on Cuba."
"That'll be an EASY one." 🔥
Wow!
"It will have a great new life. It's in its last moments of life, the way it is."
"Our focus right now is on Iran. We'll do that, I'd say, what will you do, take 2 days off, Marco? No, he won't. He'll take 1 hour off, then finish up a deal on Cuba."
"That'll be an EASY one." 🔥
🇨🇭 Global One SI - Prompt
$RKLB: The market is still debating the Neutron delay, while Rocket Lab posted crazy strong FY2025 numbers. FY25 Rev: $602M (38% y/y) Backlog: $1.85B (73% y/y) I can wait 6 months, this is a keeper. Patience Pays.
$RKLB
Revenue per year (consensus):
2021: $59M
2022: $207M
2023: $248M
2024: $434M
2025: $599M
2026 (p): $876M
2027 (p): $1.21B
2028 (p): $1.57B
2029 (p): $1.91B
Revenue per year (consensus):
2021: $59M
2022: $207M
2023: $248M
2024: $434M
2025: $599M
2026 (p): $876M
2027 (p): $1.21B
2028 (p): $1.57B
2029 (p): $1.91B
🇨🇭 Global One SI - Prompt
🚨🇺🇸🇮🇷 For the first time ever, all three of America’s long-range bombers, the B-2 Spirit, B-1 Lancer, and the B-52 Stratofortress, are in combat at the same time. When the U.S. rolls out its entire bomber family tree, you know things are about to get biblical.…
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🚨 JUST IN: CENTCOM drops epic footage of America deploying a B-52 against Iran 🔥
“It’s never fair when a B-52 is involved.”
“This was never meant to be a fair fight, and it is not a fair fight. We are punching them while they’re down.” 🇺🇸
“It’s never fair when a B-52 is involved.”
“This was never meant to be a fair fight, and it is not a fair fight. We are punching them while they’re down.” 🇺🇸
Chinese banks are backtracking from the Middle East after record exposure:
Chinese banks lent a record $15.7 billion to Gulf states in 2025.
Lending has quadrupled from 2024 and up +2,428% since 2022.
Abu Dhabi National Oil Co., the UAE's biggest oil producer, was even preparing its first-ever yuan-denominated bond, which could have raised up to $2 billion.
Now, those plans have been halted following US and Israeli strikes on Iran.
Furthermore, several Chinese financial firms are reducing exposure to Middle Eastern debt, while Hong Kong and Chinese regulators have directed banks to review and report all regional exposure.
China's Gulf lending boom is pausing.
Chinese banks lent a record $15.7 billion to Gulf states in 2025.
Lending has quadrupled from 2024 and up +2,428% since 2022.
Abu Dhabi National Oil Co., the UAE's biggest oil producer, was even preparing its first-ever yuan-denominated bond, which could have raised up to $2 billion.
Now, those plans have been halted following US and Israeli strikes on Iran.
Furthermore, several Chinese financial firms are reducing exposure to Middle Eastern debt, while Hong Kong and Chinese regulators have directed banks to review and report all regional exposure.
China's Gulf lending boom is pausing.
I plan on owning my own Tesla Robotaxi fleet one day.
And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen.
This is how I'm thinking about it.
Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning.
Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting.
If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like:
• $100,000 per year → about 4 Robotaxis
• $500,000 per year → about 17 Robotaxis
• $1,000,000 per year → about 34 Robotaxis
It may sound a bit crazy at first, but when you break it down, it starts to make more sense.
These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range.
And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs.
Another thing that makes this interesting is the expected cost of the vehicles themselves.
Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good!
Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network.
But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes.
Personally, that’s why I’m paying such close attention.
Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep.
This next book of Tesla is going to be so exciting!
And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen.
This is how I'm thinking about it.
Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning.
Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting.
If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like:
• $100,000 per year → about 4 Robotaxis
• $500,000 per year → about 17 Robotaxis
• $1,000,000 per year → about 34 Robotaxis
It may sound a bit crazy at first, but when you break it down, it starts to make more sense.
These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range.
And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs.
Another thing that makes this interesting is the expected cost of the vehicles themselves.
Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good!
Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network.
But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes.
Personally, that’s why I’m paying such close attention.
Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep.
This next book of Tesla is going to be so exciting!
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🇨🇭 Global One SI - Prompt
I plan on owning my own Tesla Robotaxi fleet one day. And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen. This is how I'm thinking about it. Based on many analyst…
A ~$30k Cybercab netting $30k per year in profit while the owner sleeps is an absolute game changer.
Low capex vehicle + high utilization + Tesla software margins = one of the strongest passive income vehicles ever created.
Owning a small Robotaxi fleet could become the new gold standard for building wealth in the autonomous age.
This next chapter is going to create a lot of quiet millionaires.
Low capex vehicle + high utilization + Tesla software margins = one of the strongest passive income vehicles ever created.
Owning a small Robotaxi fleet could become the new gold standard for building wealth in the autonomous age.
This next chapter is going to create a lot of quiet millionaires.
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