๐จ๐ญ Global One SI - Prompt
๐ง๐ต๐ฒ ๐๐ถ๐๐ฒ ๐๐ฎ๐๐ฒ๐ฟ๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐๐ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป Layer 1: Energy $UEC $BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $LEU $CEG Layer 2: Chips $NVDA $TSM $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR Layer 3: Infrastructure $NBIS $IRENโฆ
$NVDA just dropped $2 BILLION into $NBIS.
Let that sink in.
Jensen Huang doesnโt write $2B checks for fun.
Hereโs what this actually means:
This isnโt a partnership announcement. This is NVIDIA picking their preferred AI cloud provider for the agentic era.
The terms are staggering:
> $2B NVIDIA investment into $NBIS
> Early access to Rubin architecture
> Joint AI factory design + deployment support
> 5+ GIGAWATTS of capacity by end of 2030
5 gigawatts.
For context, $NBIS already had 2.5 GW contracted for 2026.
They just got the roadmap to DOUBLE that again by 2030.
NVIDIA just killed the bear case narrative permanently.
$NBIS isnโt renting GPUs. Theyโre building the reference architecture for how AI clouds should be built, silicon to software, factory to inference stack.
And NVIDIA is co-engineering it with them.
Think about what early Rubin access means:
> $NBIS deploys next-gen compute BEFORE hyperscalers
> Customers get inference performance nobody else can offer
> The moat widens every generation
The valuation math still works at any price:
2026 ARR: $7-9B (contracted)
2027 revenue: $9B (analyst consensus)
Cash: $4.79B (fully funded)
Backlog: $20B+
And now:
NVIDIA as a $2B strategic investor with aligned incentives to make $NBIS succeed.
The market is still pricing this like a spec play.
Itโs not. Itโs the infrastructure backbone of the AI cloud, with the chip monopolist as your partner.
$NVDA picked their horse.
Let that sink in.
Jensen Huang doesnโt write $2B checks for fun.
Hereโs what this actually means:
This isnโt a partnership announcement. This is NVIDIA picking their preferred AI cloud provider for the agentic era.
The terms are staggering:
> $2B NVIDIA investment into $NBIS
> Early access to Rubin architecture
> Joint AI factory design + deployment support
> 5+ GIGAWATTS of capacity by end of 2030
5 gigawatts.
For context, $NBIS already had 2.5 GW contracted for 2026.
They just got the roadmap to DOUBLE that again by 2030.
NVIDIA just killed the bear case narrative permanently.
$NBIS isnโt renting GPUs. Theyโre building the reference architecture for how AI clouds should be built, silicon to software, factory to inference stack.
And NVIDIA is co-engineering it with them.
Think about what early Rubin access means:
> $NBIS deploys next-gen compute BEFORE hyperscalers
> Customers get inference performance nobody else can offer
> The moat widens every generation
The valuation math still works at any price:
2026 ARR: $7-9B (contracted)
2027 revenue: $9B (analyst consensus)
Cash: $4.79B (fully funded)
Backlog: $20B+
And now:
NVIDIA as a $2B strategic investor with aligned incentives to make $NBIS succeed.
The market is still pricing this like a spec play.
Itโs not. Itโs the infrastructure backbone of the AI cloud, with the chip monopolist as your partner.
$NVDA picked their horse.
โ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ JUST IN: Iran threatens $200 oil
"Not a single liter through Hormuz. Prepare for $200 per barrel"
$200 isn't just an energy story.
It's a recession story.
It's a debt crisis story.
It's a geopolitical realignment story.
Iran knows the Strait is the jugular of the global economy.
They're not bluffing about the leverage.
The question is whether #Trump calls it.
#oott
"Not a single liter through Hormuz. Prepare for $200 per barrel"
$200 isn't just an energy story.
It's a recession story.
It's a debt crisis story.
It's a geopolitical realignment story.
Iran knows the Strait is the jugular of the global economy.
They're not bluffing about the leverage.
The question is whether #Trump calls it.
#oott
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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๐จ Oil storage facilities at Oman's Salalah port just got hit.
The Strait is mined.
Tankers are targets.
Now the infrastructure is burning.
This is no longer a threat. It's a campaign...๐ข๏ธ๐ฅ
#oott #Oman
The Strait is mined.
Tankers are targets.
Now the infrastructure is burning.
This is no longer a threat. It's a campaign...๐ข๏ธ๐ฅ
#oott #Oman
๐ฅ1
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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Oil companiesโ CEOs right now
๐จ๐ญ Global One SI - Prompt
President Trump says "ONLY FOOLS" are panicking about oil prices spiking in the short-term "Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a very small price to pay for U.S.A., and World, Safety andโฆ
Best drill baby drill of all time. ๐
Future LEADER Stocks ๐ฅ
$INFQ
Develops scalable quantum computers and ultra-precise quantum sensors based on neutral-atom technology, enabling breakthroughs in fields such as AI, navigation, defense, and energy.
$VELO
Builds advanced metal 3D printing systems that enable the production of extremely complex, performance-critical components for aerospace, defense, and energy applications.
$HGRAF
Produces ultra-high-purity graphene, an exceptionally strong and conductive nanomaterial that has the potential to revolutionize batteries, electronics, composites, and numerous other industries.
$INFQ
Develops scalable quantum computers and ultra-precise quantum sensors based on neutral-atom technology, enabling breakthroughs in fields such as AI, navigation, defense, and energy.
$VELO
Builds advanced metal 3D printing systems that enable the production of extremely complex, performance-critical components for aerospace, defense, and energy applications.
$HGRAF
Produces ultra-high-purity graphene, an exceptionally strong and conductive nanomaterial that has the potential to revolutionize batteries, electronics, composites, and numerous other industries.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
China was the main buyer of Venezuelan crude.
China was the main buyer of Iranian crude.
The US captured/killed both leaders.
China was the main buyer of Iranian crude.
The US captured/killed both leaders.
๐ฟ1
๐จ๐ญ Global One SI - Prompt
Elon Musk's new payment system is going live next month.
๐จElon Musk has confirmed that ๐ Money, the payment service integrated with X, will launch in early access next month.
The beta version promises up to 6% interest on deposited funds, 3% cashback, and bank guarantees of up to $250,000.
The beta version promises up to 6% interest on deposited funds, 3% cashback, and bank guarantees of up to $250,000.
๐ณ1
๐จ B-1 BOMBER PREPARING FOR IRAN STRIKES
A U.S. Bโ1B Lancer is seen being armed with missiles at a British air base ahead of potential strikes on Iran.
The bomber can carry up to 34,000 kg of munitions, making it one of the most powerful conventional strike aircraft in the U.S. arsenal.
A U.S. Bโ1B Lancer is seen being armed with missiles at a British air base ahead of potential strikes on Iran.
The bomber can carry up to 34,000 kg of munitions, making it one of the most powerful conventional strike aircraft in the U.S. arsenal.
๐ฅ2
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๐บ๐ธ ๐ฎ๐ท Before a single U.S. fighter enters Iranian airspace, this small jet goes in first.
The EA-18G Growler is the tip of the spear.
It can overwhelm enemy radar with spot jamming, project a digital clone of itself to trick missiles into chasing a ghost, or beam entire fleets of fake jets onto enemy screens.
The EA-18G Growler is the tip of the spear.
It can overwhelm enemy radar with spot jamming, project a digital clone of itself to trick missiles into chasing a ghost, or beam entire fleets of fake jets onto enemy screens.
๐1
๐จ๐ญ Global One SI - Prompt
$RDW/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$RDW: CUSTOMERS
As the space economy grows, Redwire grows with it.
Thatโs inevitable.
As the space economy grows, Redwire grows with it.
Thatโs inevitable.
โ1
๐จ๐ญ Global One SI - Prompt
๐จElon Musk has confirmed that ๐ Money, the payment service integrated with X, will launch in early access next month. The beta version promises up to 6% interest on deposited funds, 3% cashback, and bank guarantees of up to $250,000.
๐บ๐ธ ELON MUSK'S $1.25 TRILLION AI GIANT XAI IS NOW HIRING BITCOIN AND CRYPTO EXPERTS
WE ARE GOING MAINSTREAM ๐
WE ARE GOING MAINSTREAM ๐
๐จ๐ญ Global One SI - Prompt
Video
U.S. Air Force A-10 Thunderbolt II attack aircraft carried out airstrikes in Mosul, Iraq.
๐ฅ1
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๐บ๐ธ ๐ฎ๐ท The U.S. didn't just outgun Iran's air defenses. It made them hallucinate.
Hundreds of miniature decoy drones were launched to flood Iranian radar screens with fake squadrons of F-15s and F-16s.
While operators panicked chasing ghosts, F-35s and F-22s slipped through completely undetected.
The same electronic warfare was used in Venezuela.
A carrier off the coast fired such a dense electronic barrage that it burned S-300 radar screens white.
Operators were blind before the first Tomahawk hit.
Then there's the classified part.
In Caracas, disc-shaped devices on Black Hawks reportedly fired microwave pulses that caused guards to collapse with vertigo, nosebleeds, and nausea, without a single shot fired.
20 operators walked through hundreds of incapacitated guards.
This is what a $1 trillion military budget actually buys.
Hundreds of miniature decoy drones were launched to flood Iranian radar screens with fake squadrons of F-15s and F-16s.
While operators panicked chasing ghosts, F-35s and F-22s slipped through completely undetected.
The same electronic warfare was used in Venezuela.
A carrier off the coast fired such a dense electronic barrage that it burned S-300 radar screens white.
Operators were blind before the first Tomahawk hit.
Then there's the classified part.
In Caracas, disc-shaped devices on Black Hawks reportedly fired microwave pulses that caused guards to collapse with vertigo, nosebleeds, and nausea, without a single shot fired.
20 operators walked through hundreds of incapacitated guards.
This is what a $1 trillion military budget actually buys.
โ1
#Oman produces 1.3mb/day of oil and gas combined.
Small by Gulf standards.
But that's not the point.
Oman was never about volume.
It was about geography.
The last neutral corridor.
The bypass route when Hormuz got ugly.
Duqm and Salalah... Both now hit.
This chart shows a decade of steady, reliable production.
None of that matters if the infrastructure to move it is on fire ๐ฅ
#oott #Oman
Small by Gulf standards.
But that's not the point.
Oman was never about volume.
It was about geography.
The last neutral corridor.
The bypass route when Hormuz got ugly.
Duqm and Salalah... Both now hit.
This chart shows a decade of steady, reliable production.
None of that matters if the infrastructure to move it is on fire ๐ฅ
#oott #Oman
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จBREAKING: Iran has just struck oil storage tanks near the Omani port of Salalah.
Look at that map.
These aren't random targets.
They're storage terminals.
Pipeline hubs.
The entire southern bypass architecture that the market assumed was safe when Hormuz closed.
Iran isn't striking randomly.
They're systematically eliminating every workaround๐ฏ
#oott #Oman
Look at that map.
These aren't random targets.
They're storage terminals.
Pipeline hubs.
The entire southern bypass architecture that the market assumed was safe when Hormuz closed.
Iran isn't striking randomly.
They're systematically eliminating every workaround๐ฏ
#oott #Oman
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐ข๏ธ IEA SPR Releases Always Follow Oil Shocks
Every major oil crisis has triggered a strategic reserve release.
History shows the pattern
Now the IEA and G7 are discussing releasing up to 400M barrels.
That would be the largest strategic oil intervention ever.
Governments only tap these reserves when markets face real supply disruptions ๐ข๏ธ
#oott
Every major oil crisis has triggered a strategic reserve release.
History shows the pattern
Now the IEA and G7 are discussing releasing up to 400M barrels.
That would be the largest strategic oil intervention ever.
Governments only tap these reserves when markets face real supply disruptions ๐ข๏ธ
#oott