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!
✍1
🇨🇭 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.
💯2
$MARS Top 10 Holdings of the #Roundhill Space & Technology ETF launched this week
🇨🇭 Global One SI - Prompt
$MARS Top 10 Holdings of the #Roundhill Space & Technology ETF launched this week
No need to pay management fees.
Equal-weight these six positions for broad exposure to the coming Space Age.
$ASTS AST SpaceMobile
$RKLB Rocket Lab
$RDW Redwire
$VOYG Voyager Technologies
$PL Planet
$LUNR Intuitive Machines
Equal-weight these six positions for broad exposure to the coming Space Age.
$ASTS AST SpaceMobile
$RKLB Rocket Lab
$RDW Redwire
$VOYG Voyager Technologies
$PL Planet
$LUNR Intuitive Machines
✍1
🇨🇭 Global One SI - Prompt
America's Counter-Cartel Coalition launched at SOUTHCOM yesterday. Military leaders from the Caribbean, Central America, South America — coordinating simultaneously. The Monroe Doctrine invoked by name. Not referenced. Invoked. Ecuador gave Cuba's full…
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🚨 BREAKING: SecWar Pete Hegseth declares to Latin American leaders we MUST uphold Christian civilization and culture
100X this!
"We DON'T have to live with communities flooded with drugs or violence or cartels and gangs! We can seal our border and we have to for our citizens!"
"We share a hemisphere and geography. We share cultures, Western Christian civilization. We share these things together."
"We have to have the courage to defend it."
"And we have a commander-in-chief in our country who's set that compass heading."
"And at the War Department, we look forward to working with all of your countries and more that are not here to say, with our shared assets and our intelligence and our capabilities with American leadership, we will go on offense against the cartels."
100X this!
"We DON'T have to live with communities flooded with drugs or violence or cartels and gangs! We can seal our border and we have to for our citizens!"
"We share a hemisphere and geography. We share cultures, Western Christian civilization. We share these things together."
"We have to have the courage to defend it."
"And we have a commander-in-chief in our country who's set that compass heading."
"And at the War Department, we look forward to working with all of your countries and more that are not here to say, with our shared assets and our intelligence and our capabilities with American leadership, we will go on offense against the cartels."
✍1
🇨🇭 Global One SI - Prompt
#SECWAR has just signed the Americas Counter Cartel Conference Joint Security Declaration.
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🚨 JUST IN: President Trump in Florida takes massive group photo with El Salvador President Nayib Bukele, Argentina President Javier Milei and other Latin American leaders at the SHIELD OF AMERICAS ceremony
These leaders are vowing to step up targeting the CARTELS with Trump, securing the Americas and our hemisphere 🇺🇸
These leaders are vowing to step up targeting the CARTELS with Trump, securing the Americas and our hemisphere 🇺🇸
🇨🇭 Global One SI - Prompt
Fuck Cartels
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🚨🇺🇸 Trump announces the Americas Counter Cartel Coalition:
“On this historic day, we come together to announce a brand new military coalition to eradicate the criminal cartels plaguing our region.”
“On this historic day, we come together to announce a brand new military coalition to eradicate the criminal cartels plaguing our region.”
⚡1
Starlink is valued at roughly $1.17 trillion inside SpaceX’s $1.75T IPO target.
That’s the market’s current price tag on satellite broadband beamed from space directly to phones.
$ASTS is building the same thing at a $34B market cap.
But the business model is better. Starlink competes with carriers. $ASTS gets paid by them. AT&T, Verizon, Vodafone, 50+ partners. 3.2 billion existing subscribers.
Zero customer acquisition cost. Carriers flip the switch, $ASTS collects on a 50/50 revenue split.
Starlink had to acquire every customer. $ASTS inherits 3.2 billion of them on day one.
Now here’s the math for $ASTS
If $ASTS ever reaches a similar market valuation to Starlink’s implied $1.17T, that’s roughly $3,000 per share on 390M fully diluted shares. Current price is $90.
That’s 33x from here. Just to match what the market already says this technology category is worth.
45 to 60 satellites targeting end of 2026. Commercial billing hasn’t started. The constellation isn’t even complete yet.
$1.17T vs $34B. Same technology. Better business model.
33x on the way.
That’s the market’s current price tag on satellite broadband beamed from space directly to phones.
$ASTS is building the same thing at a $34B market cap.
But the business model is better. Starlink competes with carriers. $ASTS gets paid by them. AT&T, Verizon, Vodafone, 50+ partners. 3.2 billion existing subscribers.
Zero customer acquisition cost. Carriers flip the switch, $ASTS collects on a 50/50 revenue split.
Starlink had to acquire every customer. $ASTS inherits 3.2 billion of them on day one.
Now here’s the math for $ASTS
If $ASTS ever reaches a similar market valuation to Starlink’s implied $1.17T, that’s roughly $3,000 per share on 390M fully diluted shares. Current price is $90.
That’s 33x from here. Just to match what the market already says this technology category is worth.
45 to 60 satellites targeting end of 2026. Commercial billing hasn’t started. The constellation isn’t even complete yet.
$1.17T vs $34B. Same technology. Better business model.
33x on the way.
✍1
🚨 UAE–Iran Trade Just Collapsed
The UAE has been Iran’s main transit hub, re exporting billions of dollars in goods.
Top flows include:
• $2.7B telecom & communication equipment
• $0.49B computers and tech parts
• $0.39B frozen meat
• $0.30B food products
But the conflict is now hitting trade routes.
Shipping data shows UAE → Iran vessel traffic has dropped to nearly zero.
That matters because Dubai has long been Iran’s gateway to global markets.
With that corridor shut.
Iran becomes far more economically isolated.
#Iran #oott
The UAE has been Iran’s main transit hub, re exporting billions of dollars in goods.
Top flows include:
• $2.7B telecom & communication equipment
• $0.49B computers and tech parts
• $0.39B frozen meat
• $0.30B food products
But the conflict is now hitting trade routes.
Shipping data shows UAE → Iran vessel traffic has dropped to nearly zero.
That matters because Dubai has long been Iran’s gateway to global markets.
With that corridor shut.
Iran becomes far more economically isolated.
#Iran #oott
🇨🇭 Global One SI - Prompt
🚨American Backed Counterterror Power Just Hammered Boko Haram More than 50 Boko Haram / ISWAP terrorists reportedly wiped out after a failed assault on Nigerian Army positions in Borno State. Drone surveillance tracked them as they fled across the Ngoshe–Gwoza…
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🚨🇺🇸 Trump telling South American leaders directly: 'We'll put a missile through the cartel boss's living room if you want.'
💯1
President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base that scales them & that ecosystem is being built across several key categories:
• Decision Intelligence: $PLTR, Anduril
• Strike Systems: $LMT, $RTX, $NOC, $GD
• Defense Manufacturing: $HON, $TDY, $UMAC, $LHX
• Drones: $ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $UAVS, $AIRO
• Cybersecurity: $CRWD, $PANW, $ZS, $RBRK, $OKTA, $NET, $FTNT
• Space Infrastructure: $RKLB, $ASTS, $PL, $LUNR, $RDW, $GSAT
Modern defense spending is increasingly focused on drones, software, communications & the industrial base that scales them & that ecosystem is being built across several key categories:
• Decision Intelligence: $PLTR, Anduril
• Strike Systems: $LMT, $RTX, $NOC, $GD
• Defense Manufacturing: $HON, $TDY, $UMAC, $LHX
• Drones: $ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $UAVS, $AIRO
• Cybersecurity: $CRWD, $PANW, $ZS, $RBRK, $OKTA, $NET, $FTNT
• Space Infrastructure: $RKLB, $ASTS, $PL, $LUNR, $RDW, $GSAT
🗿1
UNIQUE undervalued stocks 🔥
1. $ASPI ASP Isotopes is a development-stage company focused on producing and enriching isotopes (especially for nuclear medicine, quantum computing, and green energy applications) using advanced laser-based separation technology.
2. $OSS One Stop Systems designs and manufactures high-performance computing systems, AI accelerators, and edge-computing hardware, primarily serving defense, government, and AI/datacenter markets.
3. $OUST Ouster develops and manufactures high-resolution digital lidar sensors used for autonomous vehicles, robotics, smart infrastructure, and industrial automation.
4. $HGRAF HydroGraph Clean Power is a commercial manufacturer of high-purity graphene and nanomaterials using a patented, low-energy detonation synthesis process for applications in batteries, composites, coatings, lubricants, cement, and advanced technologies.
All four appear significantly undervalued relative to their growth potential in critical high-tech and sustainability sectors as of early 2026.
Which of these do you already own, and which ones are on your watchlist?
1. $ASPI ASP Isotopes is a development-stage company focused on producing and enriching isotopes (especially for nuclear medicine, quantum computing, and green energy applications) using advanced laser-based separation technology.
2. $OSS One Stop Systems designs and manufactures high-performance computing systems, AI accelerators, and edge-computing hardware, primarily serving defense, government, and AI/datacenter markets.
3. $OUST Ouster develops and manufactures high-resolution digital lidar sensors used for autonomous vehicles, robotics, smart infrastructure, and industrial automation.
4. $HGRAF HydroGraph Clean Power is a commercial manufacturer of high-purity graphene and nanomaterials using a patented, low-energy detonation synthesis process for applications in batteries, composites, coatings, lubricants, cement, and advanced technologies.
All four appear significantly undervalued relative to their growth potential in critical high-tech and sustainability sectors as of early 2026.
Which of these do you already own, and which ones are on your watchlist?