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

$OKLO $SMR $BWXT $LEU $NNE | California Assemblymember Lisa Calderon introduces A.B. 2647 to exempt advanced reactors from the state’s 50 year nuclear moratorium.

Supported by labor and bipartisan leaders, the bill aims to meet AI driven demand with zero emission baseload.

UAE MoD footage shows AH-64E Apaches shooting down multiple Iranian Kamikaze attack drones over the Persian Gulf.

Ukrainians are the best at drones and counter-drone systems

There’s no way around it

$RCAT, $ONDS, $DPRO, $ZENA, $JFB will have to find a niche to have a place in the market (airport security, integration with established platforms, AI software, higher-end products)

🇮🇷🇮🇱 It costs Iran approximately $50,000 to produce a drone, while Israel spends only $3 to intercept one.

Engineers at Massachusetts Institute of Technology 3D printed a working electric motor in just 3 hours.

🚨 Who Actually Buys Iran’s Exports?

Top destinations:

• 🇨🇳 #China : $14.6B
• 🇮🇶 Iraq: $11.7B
• 🇦🇪 #UAE: $7.2B
• 🇹🇷 Türkiye: $6.1B
• 🇮🇳 #India: $2.0B

The takeaway.

Iran’s trade is regional and Asia focused.

$IBRX 2025 Anktiva Math:
3,745 Vials → $113M net revenue
$30k net per vial
~8 vials/patient → 468 patients
~$241k net per patient
for bladder cancer mostly, US only

Now Scale to #thousands of patients across EU30, UK, Saudi, MENA ..
+lung cancer
+new indications (various tumor types, lymphopenia treating variety of
other diseases .. )

… 📈👀

🚨BREAKING: The U.S. Senate Democrats say that they are ready to pass the crypto market structure legislation (CLARITY ACT).

America is about to become the crypto capital of the world. 🇺🇸

IT'S HAPPENING!

The Chinese Automotive Landscape 2025

Market Leaders - My Watch List:

$VRT Vertiv – Data center power infrastructure

$POWL Powell Industries – Electrical infrastructure

$LITE Lumentum – Optical components & 3D sensing

$AAOI Applied Optoelectronics – Optical transceivers, AI datacenter

$SNDK SanDisk – NAND flash storage

$MU Micron – AI memory cycle leader

$FN Fabrinet – Precision optical manufacturing

$ASML – Irreplaceable EUV monopoly

$LRCX Lam Research – Etch/deposition dominance

$CIEN Ciena – Optical networking backbone

$COHR Coherent – Laser/optical components

$GLW Corning – Fiber & display glass

$STX Seagate – Storage recovery play

$AEIS Advanced Energy Industries – Precision power

$VICR Vicor – Power conversion efficiency

$VIAV VIAVI Solutions – Network test & measurement

$KLIC Kulicke & Soffa – Semiconductor packaging

$CAMT Camtek – Inspection equipment

$IAG IAMGOLD – Gold mining & exploration

$CDE Coeur Mining – Silver & gold producer

$ICHR Ichor – Semiconductor fluid delivery systems

$UCTT Ultra Clean Holdings – Semiconductor parts & services

$AUGO Augo – AI-powered autonomous systems

$PL Planet Labs – Satellite imaging & geospatial data

$ASTS AST SpaceMobile – Satellite broadband network

$RKLB Rocket Lab – Small satellite launch & spacecraft

Top 100 24h Gainers 🚀

KITE          $0.3061    +10.29%
CHZ            $0.0369    +7.95% 
STABLE      $0.0299    +3.55% 
ZRO            $1.96        +1.71% 
M                $1.53        +1.32% 

Top 100 24h Losers 🔻

PI              $0.2019    -10.82%
JUP            $0.1619    -7.92% 
TAO            $175.50    -7.91% 
VIRTUAL    $0.6348    -6.36% 
PIPPIN      $0.3459    -6.12%

Crude oil is approaching $110, up ~$50 in the past month.

This comes as Goldman Sachs said in a weekend investor note that a sustained $10 rise in oil prices for three months could push U.S. CPI to around 3% by May.

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

President Trump says oil prices will "drop rapidly" once the Iran nuclear threat is over.

"ONLY FOOLS WOULD THINK DIFFERENTLY!"

🇺🇸🇻🇪 $100M worth of Venezuelan gold just landed in the U.S. on Friday, Interior Secretary Doug Burgum confirmed.

Venezuela is sitting on about $500B in #gold resources.

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