$OKLO $SMR $BWXT $LEU $NNE | Japan and the U.S. are finalizing a $115B investment round for the March 19 summit.
The package features a $100B Westinghouse nuclear expansion, a $13B Japan Display OLED plant, and a $2B #copper refinery to secure vital high tech supply chains.
The package features a $100B Westinghouse nuclear expansion, a $13B Japan Display OLED plant, and a $2B #copper refinery to secure vital high tech supply chains.
๐จ Elon says the first half of Teslaโs Cortex 2 supercomputer for Optimus will go live in April.
Serious infrastructure being built for real-world AI. $TSLA
Serious infrastructure being built for real-world AI. $TSLA
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ BREAKING: Israel has reportedly just STRUCK 30 Iranian oil storage tanks, with one oil refinery in Tehran spotted BURNING UP
Absolutely wild footage.
Israel and the US are fully bent on CRIPPLING the Islamic regime.
Absolutely wild footage.
Israel and the US are fully bent on CRIPPLING the Islamic regime.
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Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จ THIS IS VERY, VERY BAD!!
Look at the chart below. It's the OIL vs CALL VOLUME.
Am I the only one who sees this EXTREMELY high call volume?
That means literally EVERY trader is longing OIL right now.
And that's exactly why this setup is so dangerous.
Because when call volume goes to a 10-YEAR HIGH while war risk is still rising, it means the market is no longer โwatchingโ the story.
It's betting on it.
Also, Trump is saying there will be NO deal without capitulation.
The market isn't pricing some quick handshake or a clean diplomatic exit.
It's pricing a longer conflict, a harder line, and a much bigger supply shock if this keeps spreading.
And if this spreads, OIL doesn't move alone.
Metals, Bonds are following it too.
And that money has to come from somewhere.
- Stocks lose liquidity.
- Crypto lose liquidity.
- Risk gets weaker.
- Volatility gets worse.
That's the part most people miss.
A big oil long is not just an โenergy trade.โ
It's a macro bet that fear, inflation, and war premium are going HIGHER.
And when enough money starts making that same bet at the same time, it becomes self-fulfilling.
Even one high-profile trade tells you the mood.
The cofounder of Sky opened a $5.7 MILLION Crude Oil long at $92.
And the market structure around it is getting worse.
Record call buying means traders want UPSIDE exposure in oil right now.
Record war risk means that upside can get chased even harder if the next headline hits.
And if oil gets another leg higher, the damage spreads FAST.
- Higher oil means higher inflation pressure.
- Higher inflation pressure means heavier yields.
- Heavier yields mean lower liquidity.
And lower liquidity is EXACTLY how stocks and crypto start DUMPING.
THIS IS A WARNING.
Not because oil is going up.
Because capital is rotating into OIL, GOLD, and other safe assets while the rest of the market is left fighting for scraps of liquidity.
That is NOT a healthy market.
That is a market starting to price fear, duration, and escalation.
Look at the chart below. It's the OIL vs CALL VOLUME.
Am I the only one who sees this EXTREMELY high call volume?
That means literally EVERY trader is longing OIL right now.
And that's exactly why this setup is so dangerous.
Because when call volume goes to a 10-YEAR HIGH while war risk is still rising, it means the market is no longer โwatchingโ the story.
It's betting on it.
Also, Trump is saying there will be NO deal without capitulation.
The market isn't pricing some quick handshake or a clean diplomatic exit.
It's pricing a longer conflict, a harder line, and a much bigger supply shock if this keeps spreading.
And if this spreads, OIL doesn't move alone.
Metals, Bonds are following it too.
And that money has to come from somewhere.
- Stocks lose liquidity.
- Crypto lose liquidity.
- Risk gets weaker.
- Volatility gets worse.
That's the part most people miss.
A big oil long is not just an โenergy trade.โ
It's a macro bet that fear, inflation, and war premium are going HIGHER.
And when enough money starts making that same bet at the same time, it becomes self-fulfilling.
Even one high-profile trade tells you the mood.
The cofounder of Sky opened a $5.7 MILLION Crude Oil long at $92.
And the market structure around it is getting worse.
Record call buying means traders want UPSIDE exposure in oil right now.
Record war risk means that upside can get chased even harder if the next headline hits.
And if oil gets another leg higher, the damage spreads FAST.
- Higher oil means higher inflation pressure.
- Higher inflation pressure means heavier yields.
- Heavier yields mean lower liquidity.
And lower liquidity is EXACTLY how stocks and crypto start DUMPING.
THIS IS A WARNING.
Not because oil is going up.
Because capital is rotating into OIL, GOLD, and other safe assets while the rest of the market is left fighting for scraps of liquidity.
That is NOT a healthy market.
That is a market starting to price fear, duration, and escalation.
โ1
If you don't see what Trump is doing yet:
- Venezuelaโ(oil controlled by the Rockefellers)
- Iranโ(oil controlled by the Rockefellers)
Who's next?
- Venezuelaโ(oil controlled by the Rockefellers)
- Iranโ(oil controlled by the Rockefellers)
Who's next?
๐จ๐ญ Global One SI - Prompt
If you don't see what Trump is doing yet: - Venezuelaโ(oil controlled by the Rockefellers) - Iranโ(oil controlled by the Rockefellers) Who's next?
The pattern is visible. But the Rockefeller framing undersells the scope. This isn't one dynasty consolidating assets. It's the entire post-WWII financial architecture being restructured under new terms.
Venezuela, Iran, Iraq, Cuba โ these aren't acquisitions. They're the removal of corridors that let rival power centers operate outside the new system.
Every major producer that just had its regime removed or contracts voided now rebuilds its export architecture from scratch. Fresh agreements. New counterparties. No embedded dollar requirements.
The Gulf states just legally exited contracts that forced dollar settlement via Force Majeure. Iraq is building electronic billing infrastructure and capital controls. Iran redenominates in 14 days. These aren't isolated reforms. They're the plumbing for a different settlement system.
The dollar doesn't die โ it gets re-anchored. Nixon decoupled it from gold in 1971 and backed it with Saudi oil agreements instead. That petrodollar architecture is what's being voided right now. What replaces it is a dollar backed by hard assets again โ energy, gold, commodity corridors โ but this time on terms Washington sets through control of physical infrastructure, not financial contracts.
Different foundation. Same currency.
The countries that positioned in gold, commodities, and alternative settlement during the transition negotiate from strength. The ones that didn't accept whatever terms they're offered.
The question was never who owns the oil. It's what currency prices it when the dust settles. That negotiation is happening right now in real time.
Venezuela, Iran, Iraq, Cuba โ these aren't acquisitions. They're the removal of corridors that let rival power centers operate outside the new system.
Every major producer that just had its regime removed or contracts voided now rebuilds its export architecture from scratch. Fresh agreements. New counterparties. No embedded dollar requirements.
The Gulf states just legally exited contracts that forced dollar settlement via Force Majeure. Iraq is building electronic billing infrastructure and capital controls. Iran redenominates in 14 days. These aren't isolated reforms. They're the plumbing for a different settlement system.
The dollar doesn't die โ it gets re-anchored. Nixon decoupled it from gold in 1971 and backed it with Saudi oil agreements instead. That petrodollar architecture is what's being voided right now. What replaces it is a dollar backed by hard assets again โ energy, gold, commodity corridors โ but this time on terms Washington sets through control of physical infrastructure, not financial contracts.
Different foundation. Same currency.
The countries that positioned in gold, commodities, and alternative settlement during the transition negotiate from strength. The ones that didn't accept whatever terms they're offered.
The question was never who owns the oil. It's what currency prices it when the dust settles. That negotiation is happening right now in real time.
โ2๐ฟ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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PRESIDENT TRUMP THIS MORNING: "Today Iran will be hit very hard!"
The regime's infrastructure is being utterly obliterated.
The regime's infrastructure is being utterly obliterated.
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๐จ๐ญ Global One SI - Prompt
๐จ๐บ๐ธ๐ฎ๐ท For the first time ever, all three of Americaโs 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.โฆ
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๐ฐ๏ธโ๏ธ B-2 Stealth Bomber Escorted by F/A-18 Over IRAN ๐ฎ๐ท๐ฅ
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UNDERRATED Gems๐ฅ
1. Ascent Solar Technologies $ASTI
Develops ultra-thin, flexible solar panels using CIGS thin-film technology. Their solar cells are lightweight and bendable, making them useful for space applications, drones, military gear, and portable electronics. The key advantage is power generation where traditional rigid panels cannot be used.
2. AXT Inc. $AXTI
Produces compound semiconductor substrates such as gallium arsenide (GaAs) and indium phosphide (InP). These materials are essential for 5G infrastructure, lasers, optical communication, and advanced sensors. The company stands out for its vertically integrated supply chain and role in high-performance semiconductor materials.
3. ASP Isotopes Inc. $ASPI
Focuses on enriching stable isotopes used in medical imaging, cancer treatment, semiconductors, and nuclear energy technologies. The company is developing alternative isotope enrichment methods that could potentially be cheaper and more scalable than traditional techniques.
1. Ascent Solar Technologies $ASTI
Develops ultra-thin, flexible solar panels using CIGS thin-film technology. Their solar cells are lightweight and bendable, making them useful for space applications, drones, military gear, and portable electronics. The key advantage is power generation where traditional rigid panels cannot be used.
2. AXT Inc. $AXTI
Produces compound semiconductor substrates such as gallium arsenide (GaAs) and indium phosphide (InP). These materials are essential for 5G infrastructure, lasers, optical communication, and advanced sensors. The company stands out for its vertically integrated supply chain and role in high-performance semiconductor materials.
3. ASP Isotopes Inc. $ASPI
Focuses on enriching stable isotopes used in medical imaging, cancer treatment, semiconductors, and nuclear energy technologies. The company is developing alternative isotope enrichment methods that could potentially be cheaper and more scalable than traditional techniques.
๐จ๐ญ Global One SI - Prompt
The pattern is visible. But the Rockefeller framing undersells the scope. This isn't one dynasty consolidating assets. It's the entire post-WWII financial architecture being restructured under new terms. Venezuela, Iran, Iraq, Cuba โ these aren't acquisitions.โฆ
But de-dollarization and USD dominance aren't mutually exclusive.
The US controlling Venezuela's oil, Iran's resources, and every major shipping lane IS the new dollar architecture โ it's just backed by hard assets and energy corridors instead of Bretton Woods agreements.
That's not the dollar dying.
That's the dollar getting a harder foundation.
The reset isn't away from the US.
It's a restructure of what backs US power.
The US controlling Venezuela's oil, Iran's resources, and every major shipping lane IS the new dollar architecture โ it's just backed by hard assets and energy corridors instead of Bretton Woods agreements.
That's not the dollar dying.
That's the dollar getting a harder foundation.
The reset isn't away from the US.
It's a restructure of what backs US power.
โ1
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The U.S. and Israel appear set on achieving regime change in Iran, and they will keep the military operation going until that goal is reached.
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๐จ๐ญ Global One SI - Prompt
#SpaceX is reportedly considering a confidential IPO that could value the company near $1.75 trillion, which would place its roughly 8,285 BTC holdings under greater public scrutiny and potentially make it one of the largest corporate holders of #Bitcoin.โฆ
Wild timelineโฆ rockets to Mars while Bitcoin quietly joins the balance sheet.
๐ขWTI, Brent Crude Oil, NGAS Trading ๐
PRESIDENT TRUMP THIS MORNING: "Today Iran will be hit very hard!" The regime's infrastructure is being utterly obliterated.
๐จ this is an OIL WAR
During the 12 Day War in 2025, Iran already struck Israelโs Haifa refinery, damaging pipelines and infrastructure around the complex.
Now the escalation is returning.
Israel reportedly struck refinery infrastructure near Tehran, and Iran is targeting the Haifa refinery.
Energy assets are becoming direct military targets.
Still, the strategic logic remains clear:
โข Refineries are hard to defend
โข They are hard to replace
โข And hitting them sends a global energy shock
This is no longer just a missile war.
It is becoming a war over the energy system itself.
#oott #Iran #Israel #refinery
During the 12 Day War in 2025, Iran already struck Israelโs Haifa refinery, damaging pipelines and infrastructure around the complex.
Now the escalation is returning.
Israel reportedly struck refinery infrastructure near Tehran, and Iran is targeting the Haifa refinery.
Energy assets are becoming direct military targets.
Still, the strategic logic remains clear:
โข Refineries are hard to defend
โข They are hard to replace
โข And hitting them sends a global energy shock
This is no longer just a missile war.
It is becoming a war over the energy system itself.
#oott #Iran #Israel #refinery
๐ฅ1
๐จ๐ญ Global One SI - Prompt
๐ช๐ธ Santiago Abascal, leader of the right-wing party Vox: ๐ฃ๏ธ โThe regimes of Iran and Venezuela have been financing the far left in Spain for the past 15 years. Because of this, Pedro Sรกnchez is the best friend of the Iranian ayatollahs in Europe, and he hasโฆ
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๐ด๐ธ ALERT: Pedro Sรกnchez announces that there will be extreme price increases in Spain, but that he is not responsible.
His Socialist government, however, intends to maintain taxes on gasoline at 50%, and all taxes on electricity will reach 30%.
His Socialist government, however, intends to maintain taxes on gasoline at 50%, and all taxes on electricity will reach 30%.
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๐จ EPIC! Treasury Sec. Scott Bessent just met with El Salvador's right-wing President Nayib Bukele
President Trump met with him this morning ๐ฅ
Bukele has performed a MIRACLE with El Salvador: He purged the courts of activists and traitors, locked up criminals and cleaned up his streets
Homicides down a whopping -98%.
BESSENT: "I was glad to hear more about President Bukeleโs pro-market reforms for El Salvador and his efforts to make El Salvador a digital assets hub. We will continue to work together to advance strategies to strengthen our hemisphere."
President Trump met with him this morning ๐ฅ
Bukele has performed a MIRACLE with El Salvador: He purged the courts of activists and traitors, locked up criminals and cleaned up his streets
Homicides down a whopping -98%.
BESSENT: "I was glad to hear more about President Bukeleโs pro-market reforms for El Salvador and his efforts to make El Salvador a digital assets hub. We will continue to work together to advance strategies to strengthen our hemisphere."
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๐จ JUST IN: President Trump CONFIRMS he wants to be involved in the selection of Iran's next leader
"Yeah โ I don't want to come BACK every 10 years! We want a president who won't lead their country to WAR."
"Yeah โ I don't want to come BACK every 10 years! We want a president who won't lead their country to WAR."
๐ฟ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
GLOBAL OIL SHOCK COMING ๐ฅ
OIL TO hit above $110 on Monday?
US and Israel are striking Iranian oil infrastructure right now
OIL call volume at ATH.
USOIL crypto futures are trading already over $112 ๐ฎ super high price
This will instantly crush the global stock market
OIL TO hit above $110 on Monday?
US and Israel are striking Iranian oil infrastructure right now
OIL call volume at ATH.
USOIL crypto futures are trading already over $112 ๐ฎ super high price
This will instantly crush the global stock market