🇨🇭 Global One SI - Prompt
$BKSY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$BKSY
"With immediate additional capacity integrated into live operations, customers experience a pivotal qualitative increase in how they see, understand, and anticipate changes at the tactical edge" said Brian O’Toole, BlackSky CEO.
"Commissioning our latest Gen-3 in just days gets critical capability into our customers’ hands quickly, increases each satellite’s operational lifespan and ultimately expands the total ROI of our on-orbit assets."
"With immediate additional capacity integrated into live operations, customers experience a pivotal qualitative increase in how they see, understand, and anticipate changes at the tactical edge" said Brian O’Toole, BlackSky CEO.
"Commissioning our latest Gen-3 in just days gets critical capability into our customers’ hands quickly, increases each satellite’s operational lifespan and ultimately expands the total ROI of our on-orbit assets."
🇨🇭 Global One SI - Prompt
MOAB deployed on an Iranian missile factory. Bank that pays regime military salaries... hit. Clerics issuing fatwas... gone. Anyone else watching what happens to the financial corridor when the protection structure collapses? Briefing incoming.
Ahead of Schedule
Day 12 of operations against Iran.
- Over 5,500 targets hit.
- Sixty-plus vessels sunk or destroyed.
- All four Soleimani-class warships gone.
- Ballistic missile capability down 90%.
- Air superiority locked.
And then yesterday they dropped a weapon that wasn't supposed to exist publicly for another decade.
"Soft kill" electronic warfare. No bullets, no bombs. Iranian air defences just... stopped working. Radar went dark. Communications dropped. Entire military networks wiped without a single kinetic round.
Sound familiar?
When Venezuela's Russian-made air defence grid went silent during Operation Absolute Resolve, nobody could explain it either. EA-18G Growlers flooded the spectrum and the whole system folded. Guards reportedly collapsed bleeding from their ears. Pentagon never confirmed what hit them.
Now the same signature shows up in Iran. Same blackout pattern. Same total infrastructure kill. Different theatre, same playbook.
But here's what nobody's connecting.
They also hit Bank Sepah's data center in Tehran.
Not a military base. A bank. The bank that processes every IRGC salary payment.
Every Revolutionary Guard paycheck runs through that system. A pro-Israel hacking group claims they wiped the data entirely. Online banking down for two days and counting.
You don't bomb a payroll server to win a war. You bomb it to collapse an institution from the inside. When the guards don't get paid, the guards stop guarding.
Meanwhile. Nine days.
That's the window ground sources are pointing to for Iraq's government formation.
After Eid al-Fitr, around March 20th. The constitutional requirements are being finalized.
Judge Zadina and Al Astridi discussed completing presidential elections. A consensus candidate is being negotiated outside the Coordination Framework. Someone regionally acceptable with Najaf's blessing.
The Iranian factions that spent 1⃣7⃣ years blocking this process just had their funding mechanism physically destroyed and their patron state's military reduced to rubble in under two weeks.
Trump told CBS the campaign is "very far ahead of schedule." He wasn't talking about the bombs.
The bombing ends this week. #POTUS said it himself. What follows is the part that actually matters.
Ground forces. Not American. Kurdish armies, Iraqi forces, possibly UN. The security umbrella that lets a new government stand up without Iranian militias choking it in the crib.
And behind all of it, the 2026 budget sitting at 1,300 IQD per dollar. The rate CBI locked in.
The rate that changes when the government seated under that budget decides to open it.
Final thoughts.
The weapons tech is the distraction. Impressive, sure.
But the real operation is financial.
Cut Iran's money > Form Iraq's government > Seat the budget > Change the rate.
In that order.
Still watching the Eid window...
IRAQ ➕ IQD ➕ VND ➕ VES ➕ XRP ➕ GOLD ➕ SILVER ➕ RARE EARTH MINERALS 🟰 RV
Day 12 of operations against Iran.
- Over 5,500 targets hit.
- Sixty-plus vessels sunk or destroyed.
- All four Soleimani-class warships gone.
- Ballistic missile capability down 90%.
- Air superiority locked.
And then yesterday they dropped a weapon that wasn't supposed to exist publicly for another decade.
"Soft kill" electronic warfare. No bullets, no bombs. Iranian air defences just... stopped working. Radar went dark. Communications dropped. Entire military networks wiped without a single kinetic round.
Sound familiar?
When Venezuela's Russian-made air defence grid went silent during Operation Absolute Resolve, nobody could explain it either. EA-18G Growlers flooded the spectrum and the whole system folded. Guards reportedly collapsed bleeding from their ears. Pentagon never confirmed what hit them.
Now the same signature shows up in Iran. Same blackout pattern. Same total infrastructure kill. Different theatre, same playbook.
But here's what nobody's connecting.
They also hit Bank Sepah's data center in Tehran.
Not a military base. A bank. The bank that processes every IRGC salary payment.
Every Revolutionary Guard paycheck runs through that system. A pro-Israel hacking group claims they wiped the data entirely. Online banking down for two days and counting.
You don't bomb a payroll server to win a war. You bomb it to collapse an institution from the inside. When the guards don't get paid, the guards stop guarding.
Meanwhile. Nine days.
That's the window ground sources are pointing to for Iraq's government formation.
After Eid al-Fitr, around March 20th. The constitutional requirements are being finalized.
Judge Zadina and Al Astridi discussed completing presidential elections. A consensus candidate is being negotiated outside the Coordination Framework. Someone regionally acceptable with Najaf's blessing.
The Iranian factions that spent 1⃣7⃣ years blocking this process just had their funding mechanism physically destroyed and their patron state's military reduced to rubble in under two weeks.
Trump told CBS the campaign is "very far ahead of schedule." He wasn't talking about the bombs.
The bombing ends this week. #POTUS said it himself. What follows is the part that actually matters.
Ground forces. Not American. Kurdish armies, Iraqi forces, possibly UN. The security umbrella that lets a new government stand up without Iranian militias choking it in the crib.
And behind all of it, the 2026 budget sitting at 1,300 IQD per dollar. The rate CBI locked in.
The rate that changes when the government seated under that budget decides to open it.
Final thoughts.
The weapons tech is the distraction. Impressive, sure.
But the real operation is financial.
Cut Iran's money > Form Iraq's government > Seat the budget > Change the rate.
In that order.
Still watching the Eid window...
IRAQ ➕ IQD ➕ VND ➕ VES ➕ XRP ➕ GOLD ➕ SILVER ➕ RARE EARTH MINERALS 🟰 RV
✍1
🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Wells Fargo raises its $MU Micron price target to $470 as HBM4 shipments ramp early for $NVDA Nvidia’s Rubin cycle.
With 2026 capacity fully sold out and a 30% ASP uplift expected in H2, Micron is tracking toward peak EPS of $50 to $60.
With 2026 capacity fully sold out and a 30% ASP uplift expected in H2, Micron is tracking toward peak EPS of $50 to $60.
🇨🇭 Global One SI - Prompt
$NVO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Berenberg reiterates a Buy on Novo Nordisk $NVO but lowers its price target to 300 DKK from 360 DKK.
While 2026 faces US pricing headwinds and CagriSema model shifts, analysts see a 20% upside as the stock finds support following a major valuation reset.
While 2026 faces US pricing headwinds and CagriSema model shifts, analysts see a 20% upside as the stock finds support following a major valuation reset.
🇨🇭 Global One SI - Prompt
$WULF/USD H2 #Indicator #Signal #Trading #GlobalOneAI
KBW reiterates an Outperform on TeraWulf $WULF but trims its PT to $23 from $24.
While 2026 revenue estimates rise on strong HPC lease delivery, higher opex weighs on EBITDA. Analysts see the recent 22% pullback as an attractive entry point.
While 2026 revenue estimates rise on strong HPC lease delivery, higher opex weighs on EBITDA. Analysts see the recent 22% pullback as an attractive entry point.
🇨🇭 Global One SI - Prompt
The orbital compute supply chain is forming right now. We’ve been mapping the emerging specialist ecosystem to show how orbital data centers will differ, in terms of supply, from traditional satcom. Satcom baselines optimize for RF routing, spectrum efficiency…
ORBITAL COMPUTE SUPPLY CHAIN - MACH33
Look for $RDW, $RKLB & $PL 👀
Look for $RDW, $RKLB & $PL 👀
🇨🇭 Global One SI - Prompt
$FLY: Firefly just launched “Stairway to Seven,” the 7th and final flight of Alpha Block 1 from Vandenberg Space Force Base, marking the end of the current configuration before the upgraded Block II Alpha takes over. Stay tuned for mission progress.
$FLY
Investors are enjoying this big milestone for Firefly Alpha rocket.
Onward to Alpha Block II 🚀
Investors are enjoying this big milestone for Firefly Alpha rocket.
Onward to Alpha Block II 🚀
🇨🇭 Global One SI - Prompt
$VELO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$VELO: Let’s take a step back….
Back in December they land a $32.6M DoW contract through DIU’s Project FORGE. Munitions program, full-rate production.
January they sign a CRADA with U.S. Army DEVCOM GVSC for 3D printing solutions on ground combat vehicles.
Same month they hire an Air Force vet with Huntington Ingalls, BAE, and Lockheed on his resume as the new Head of Programs.
February they become the first qualified AM vendor for U.S. Army ground vehicles.
Then a $11.5M full rate production contract drops from a key defense prime. The day after, Anduril puts out their own PR on winning a rocket motor contract. The CEO had already said publicly they were bidding on DoW contracts together.
Then they bring on a senior aerospace engineer from NAVAIR with 10 years at Fleet Readiness Center East working on V-22 rotor systems and warfighter support.
Then the CEO goes and personally acquires $5M of company debt and converts it to equity at $16.38 a share (a significant premium to market price). Total company debt is now down 60% to $10M. And last month the board adjusts his comp structure vesting schedule at valuation milestones of $1B, $3B, $5B and $10B. He literally tied his own payday to a 10x and then bought in at a premium on top of it.
Now it’s March and the Pentagon is requesting a $50B supplemental budget after Iran strikes burned through munitions stockpiles. Lockheed and Raytheon are already Velo3D customers.
Oh and SpaceX is their biggest commercial customer. The same SpaceX that’s reportedly gearing up for what could be the largest IPO in history. When SpaceX goes public every institutional eye on the planet is going to be scanning their supply chain and vendor relationships. Velo3D is going to be in that conversation whether people are ready for it or not.
The pieces have been falling into place for three months straight. You just need to connects the dots.
Back in December they land a $32.6M DoW contract through DIU’s Project FORGE. Munitions program, full-rate production.
January they sign a CRADA with U.S. Army DEVCOM GVSC for 3D printing solutions on ground combat vehicles.
Same month they hire an Air Force vet with Huntington Ingalls, BAE, and Lockheed on his resume as the new Head of Programs.
February they become the first qualified AM vendor for U.S. Army ground vehicles.
Then a $11.5M full rate production contract drops from a key defense prime. The day after, Anduril puts out their own PR on winning a rocket motor contract. The CEO had already said publicly they were bidding on DoW contracts together.
Then they bring on a senior aerospace engineer from NAVAIR with 10 years at Fleet Readiness Center East working on V-22 rotor systems and warfighter support.
Then the CEO goes and personally acquires $5M of company debt and converts it to equity at $16.38 a share (a significant premium to market price). Total company debt is now down 60% to $10M. And last month the board adjusts his comp structure vesting schedule at valuation milestones of $1B, $3B, $5B and $10B. He literally tied his own payday to a 10x and then bought in at a premium on top of it.
Now it’s March and the Pentagon is requesting a $50B supplemental budget after Iran strikes burned through munitions stockpiles. Lockheed and Raytheon are already Velo3D customers.
Oh and SpaceX is their biggest commercial customer. The same SpaceX that’s reportedly gearing up for what could be the largest IPO in history. When SpaceX goes public every institutional eye on the planet is going to be scanning their supply chain and vendor relationships. Velo3D is going to be in that conversation whether people are ready for it or not.
The pieces have been falling into place for three months straight. You just need to connects the dots.
✍1
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🚨 JUST IN: Trump NASA Administrator Jared Isaacman just confirmed that America's space assets are SURGING our edge over the Iranian regime
Many Democrats INSISTED the Space Force was "useless." Guess not 🇺🇸
"Space is the the ultimate high ground! [...] The assets we have in space, the satellites that are there for observation, for communication, I mean these are the capabilities that are identifying the rocket launches, that are communicating to our forces, and give America an EXTREME edge in this conflict!" 🔥
Many Democrats INSISTED the Space Force was "useless." Guess not 🇺🇸
"Space is the the ultimate high ground! [...] The assets we have in space, the satellites that are there for observation, for communication, I mean these are the capabilities that are identifying the rocket launches, that are communicating to our forces, and give America an EXTREME edge in this conflict!" 🔥
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
What happens to oil prices depends on how long the Strait of Hormuz disruption lasts.
Bloomberg estimates:
• 1 month: $105 per barrel
• 2 months: $140
• 3 months: $165
⏳ The longer the chokepoint stays disrupted.
🛢️ The higher oil prices go.
Bloomberg estimates:
• 1 month: $105 per barrel
• 2 months: $140
• 3 months: $165
⏳ The longer the chokepoint stays disrupted.
🛢️ The higher oil prices go.
Three monopolies the market is still sleeping on 🔥
$AXTI – Critical compound semiconductor substrates (GaAs, InP). Few global producers, high technical barriers, and increasing demand from photonics, AI infrastructure, and 5G.
$SOI – Dominant supplier of SOI wafers used in RF chips and advanced semiconductor applications. Structural demand from smartphones, automotive electronics, and edge computing.
$HGRAF – Produces ultrapure graphene via detonation synthesis. Unique production method, high purity levels, and potential applications across batteries, composites, and advanced materials.
Different industries, same theme:
deep-tech materials with extremely high barriers to entry.
The market tends to underestimate businesses that sit at the very beginning of the value chain.
$AXTI – Critical compound semiconductor substrates (GaAs, InP). Few global producers, high technical barriers, and increasing demand from photonics, AI infrastructure, and 5G.
$SOI – Dominant supplier of SOI wafers used in RF chips and advanced semiconductor applications. Structural demand from smartphones, automotive electronics, and edge computing.
$HGRAF – Produces ultrapure graphene via detonation synthesis. Unique production method, high purity levels, and potential applications across batteries, composites, and advanced materials.
Different industries, same theme:
deep-tech materials with extremely high barriers to entry.
The market tends to underestimate businesses that sit at the very beginning of the value chain.
🇨🇭 Global One SI - Prompt
🚨Watch this carefully. I GIVE UP… That drone above them is an Israeli eye in the sky… and those men on the ground know exactly what it means. The video circulating shows IRGC missile launcher operators near Iran’s western border raising their hands while…
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Watch the smoke rising over Ahvaz.
That is not a civilian neighborhood.
That smoke is coming from facilities belonging to the IRGC and the Basij… the very forces used by the Iranian regime to terrorize its own population and export violence across the Middle East.
Their state police headquarters… are gone.
These are the same organizations responsible for funding Hezbollah… arming militias in Iraq… launching missiles at Israel… and targeting American troops for decades.
When those bases burn, it means something very specific.
Missile depots… drone facilities… command centers… and repression infrastructure used to crush the Iranian people are being dismantled.
The regime calls them “security forces.”
But the world knows exactly what they are.
The Basij are the street enforcers who beat protesters.
The IRGC runs the missile program, the drone fleets, and the foreign terror networks.
When you see smoke like this over Ahvaz… it means the machinery of that regime is being hit where it hurts.
And every destroyed launcher… every burned depot… every shattered command site means fewer missiles pointed at civilians in Israel and fewer weapons flowing to terrorist proxies across the region.
Authoritarian regimes build their power on fear.
When their infrastructure starts burning…
The fear begins to shift.
#SilentMajoritySpeaks
#AStoneGroove
That is not a civilian neighborhood.
That smoke is coming from facilities belonging to the IRGC and the Basij… the very forces used by the Iranian regime to terrorize its own population and export violence across the Middle East.
Their state police headquarters… are gone.
These are the same organizations responsible for funding Hezbollah… arming militias in Iraq… launching missiles at Israel… and targeting American troops for decades.
When those bases burn, it means something very specific.
Missile depots… drone facilities… command centers… and repression infrastructure used to crush the Iranian people are being dismantled.
The regime calls them “security forces.”
But the world knows exactly what they are.
The Basij are the street enforcers who beat protesters.
The IRGC runs the missile program, the drone fleets, and the foreign terror networks.
When you see smoke like this over Ahvaz… it means the machinery of that regime is being hit where it hurts.
And every destroyed launcher… every burned depot… every shattered command site means fewer missiles pointed at civilians in Israel and fewer weapons flowing to terrorist proxies across the region.
Authoritarian regimes build their power on fear.
When their infrastructure starts burning…
The fear begins to shift.
#SilentMajoritySpeaks
#AStoneGroove
🔥1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
"The United States is the largest Oil Producer in the World, by far, so when oil prices go up, we make a lot of money. BUT, of far greater interest and importance to me, as President, is stoping an evil Empire, Iran, from having Nuclear Weapons, and destroying the Middle East and, indeed, the World." - President Donald J. Trump 🇺🇸
🇨🇭 Global One SI - Prompt
🚨SOUTH AMERICA STRIKE: U.S. military just hit a narco terrorist network hard in a joint op with Ecuador. U.S. Southern Command confirmed the targeted strike taking out threats tied to cartels and terror financing. At Ecuador’s request, America delivered.
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🚨 BREAKING: President Trump just got Ecuador to CUT OFF Cuba, big-time
The FBI has now OPENED its first office in Ecuador after the country kicked Cuban officials out of the country
Trump and Kash Patel's FBI will now use the office to GO AFTER CARTELS and drug trafficking 🔥
This is huge! This is OUR HEMISPHERE, the communists influences are being obliterated and the cartels are on notice.
The FBI has now OPENED its first office in Ecuador after the country kicked Cuban officials out of the country
Trump and Kash Patel's FBI will now use the office to GO AFTER CARTELS and drug trafficking 🔥
This is huge! This is OUR HEMISPHERE, the communists influences are being obliterated and the cartels are on notice.