$LITE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$COHR/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$AAOI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$LWLG/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$NVDA/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$MP $UUUU $UAMY $USAR $LAC $CRML | U.S. agencies finalize a sophisticated price floor for critical minerals via the Pax Silica alliance.

Using adjustable tariffs and the $12B Project Vault reserve, the administration aims to unlock private capital and break China’s supply grip.

$OKLO $SMR $BWXT $LEU $NNE $META | TerraPower’s Natrium reactor received the first NRC construction permit for a non-water-cooled commercial plant in over 40 years.

With 500MW peak output and a $Meta partnership, Wyoming’s first unit hits the grid by 2030.

$BSKY $LUNR $VOYG $RKLB $RDW | Senate Committee advances NASA Authorization Act of 2026. Section 207 mandates at least two commercial providers for the Lunar Terrain Vehicle to ensure redundancy.

The bill also authorizes a permanent Moon base and extends the ISS to 2032.

The CLARITY Act is stalled because banks are blocking it — they're protecting the correspondent banking system that currently controls every cross-border dollar transaction. That's not a coincidence. That's the toll booth they're defending.

What's happening in the Middle East right now is dismantling the same architecture from the other direction. Kuwait just voided its dollar-denominated oil contracts via Force Majeure. Iran redenominates in 14 days. Iraq is building settlement infrastructure outside the US-controlled banking corridor. The dollar contracts that gave Washington veto power over Gulf energy are being legally exited one by one.

You can't build a new settlement layer on top of a system that's still running. The old contracts have to be voided first. The regimes operating the shadow financial networks have to be removed first. Then the legal framework for what replaces it — the CLARITY Act — becomes the rulebook for the new system.

Ripple has spent a decade building cross-border settlement infrastructure at institutional scale. Survived a four-year SEC war. ODL is literally designed to move value across borders without a correspondent bank in the middle. The moment legal clarity lands, the infrastructure is already there.

IMO you're not waiting for a crypto bill. You're waiting for the new financial system to finish clearing the old one out. Iran and Israel are part of that clearing operation whether you care about them or not.

The CLARITY Act is the last piece. Not the first.

IQD | XRP

🇺🇸🇮🇷 The Pentagon says ground forces may be the only way to secure Iran’s #uranium, as airstrikes alone cannot fully capture or control the nuclear material.

$IBRX Saudi approval was around Jan 14, and commercial launch planned within 60 days. So that puts launch around Mar 14.

Awaiting great news on launch!

They hit a fuel depot on the outskirts of Tehran. Still haven't touched Kharg Island. Think about why that matters. More on this shortly.

$MU $SNDK $WDC $STX | Groq CEO Jonathan Ross: "Nvidia and AMD will sell every GPU they can physically manufacture this year. They are limited by the HBM, which is memory, that’s the bottleneck."

Triple-Carrier Surge: Can a Third U.S. Strike Group Break the Hormuz Blockade?
The United States is preparing to deploy a third aircraft carrier to the Middle East to support war efforts against Tehran.
The question remains: can this surge reopen the Strait of Hormuz?

Just wondering… if Tesla offered you the Cybercab for $30,000, how many would you actually buy for your own Robotaxi fleet?

U.S. CONSIDERS SPECIAL FORCES RAID TO SEIZE IRAN’S URANIUM

The U.S. and Israel have discussed sending special operations forces into Iran to secure its stockpile of highly enriched uranium, according to officials familiar with the talks.

The target is roughly 450 kilograms of uranium enriched to 60%, which could be upgraded to weapons-grade within weeks. Preventing Iran from obtaining a nuclear weapon is a key objective of President Donald Trump.

Any mission would likely involve U.S., Israeli, or joint special forces, possibly alongside nuclear experts and inspectors from the International Atomic Energy Agency. Options include removing the uranium from Iran or diluting it on site.

Officials say the operation would only happen after Iran’s military is sufficiently weakened, due to the risks of entering heavily fortified underground facilities.

U.S. officials believe most of the #uranium is buried at nuclear sites in Isfahan, with smaller amounts at Fordow and Natanz. If fully enriched to weapons grade, the stockpile could theoretically produce up to 11 nuclear bombs.

The plan under discussion is not a large invasion, officials say, but small targeted special-operations raids designed to secure or neutralize the material.

$UEC $LEU $NNE $UUUU $CCJ | China’s CNNC secures a 42.75% stake in Namibia’s Etango #Uranium Project via a $321.5M deal with Bannerman Energy.

The agreement provides debt free construction funding and a 60% life of mine offtake, securing 207M lbs of uranium resources.

Surrender" then "Make Iran Great Again" then "all of the oil"... three statements in one day.

Anyone else tracking why they left the export infrastructure untouched?

Today's briefing connects the dots.