Photonics supply chains are still poorly understood, so I mapped the stack to visualize the key players (not exhaustive):
1. Substrates & epi materials: $AXTI $SOI
2. Crystal growth / epitaxy: $IQEPF $ALMU
3. Foundry & component fab: $TSEM $GFS $TSM $UMC $STM $MTSI $LASR
4. Test & packaging: $AEHR $ONTO $FORM $BESIY $FN $AMKR $POET
5. Modules & systems: $AAOI $LITE $COHR $CIEN $MRVL $AVGO
6. Network infrastructure: $ANET $CIEN $VIAV $GLW
7. AI demand: $NVDA + hyperscalers
1. Substrates & epi materials: $AXTI $SOI
2. Crystal growth / epitaxy: $IQEPF $ALMU
3. Foundry & component fab: $TSEM $GFS $TSM $UMC $STM $MTSI $LASR
4. Test & packaging: $AEHR $ONTO $FORM $BESIY $FN $AMKR $POET
5. Modules & systems: $AAOI $LITE $COHR $CIEN $MRVL $AVGO
6. Network infrastructure: $ANET $CIEN $VIAV $GLW
7. AI demand: $NVDA + hyperscalers
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🇨🇭 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…
$RKLB: As per MACH33 - "Product launches show that suppliers are now designing into the orbital compute constraint set.
On February 26, 2026, Rocket Lab introduced advanced silicon solar arrays specifically for “gigawatt-scale space-based data centers,” explicitly describing power as the gating factor for on-orbit data-center scale-up."
On February 26, 2026, Rocket Lab introduced advanced silicon solar arrays specifically for “gigawatt-scale space-based data centers,” explicitly describing power as the gating factor for on-orbit data-center scale-up."
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Iran’s New Supreme Leader: “Hormuz Must Stay Closed”
The 1st clear strategic signal from Tehran just arrived.
And it is not de escalation...
⚠️ Iran’s new supreme leader Mojtaba Khamenei said the Strait of Hormuz should remain closed and described the blockade itself as a strategic lever against the United States and its allies.
Key points from the statement broadcast on Iranian state TV:
• The closure of Hormuz should continue as leverage against Washington
• Attacks on regional targets and shipping will continue as long as the war lasts
• The US military presence in the Middle East must end
• US bases in the region could become direct targets
🛢 Why This Matters For Oil Markets?
This is the 1st public message from Iran’s new leadership.
And it sets a clear baseline.
The Strait of Hormuz is not being framed as a temporary disruption or negotiating chip.
It is being framed as long term geopolitical leverage.
That dramatically reduces the probability of a quick reopening of the world’s most important oil chokepoint.
#oott #Iran
The 1st clear strategic signal from Tehran just arrived.
And it is not de escalation...
⚠️ Iran’s new supreme leader Mojtaba Khamenei said the Strait of Hormuz should remain closed and described the blockade itself as a strategic lever against the United States and its allies.
Key points from the statement broadcast on Iranian state TV:
• The closure of Hormuz should continue as leverage against Washington
• Attacks on regional targets and shipping will continue as long as the war lasts
• The US military presence in the Middle East must end
• US bases in the region could become direct targets
🛢 Why This Matters For Oil Markets?
This is the 1st public message from Iran’s new leadership.
And it sets a clear baseline.
The Strait of Hormuz is not being framed as a temporary disruption or negotiating chip.
It is being framed as long term geopolitical leverage.
That dramatically reduces the probability of a quick reopening of the world’s most important oil chokepoint.
#oott #Iran
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Asia's refineries are built for Gulf crude
That's exactly what's disappearing from Hormuz right now
You can't just swap in US Light Sweet.
It doesn't run the same way.
Why there's no easy substitute:
→ #Russia: Already maxed out, can't scale further
→ US Light Sweet: Wrong grade for Asian refineries
→ #Venezuela Heavy: Extra-heavy, rarely goes to Asia
→ #Canada Heavy: 96% to US, not exported to Asia
The reality is that Asia doesn't just need oil.
Asia needs Medium and Heavy Sour crude from the Gulf.
And right now:
→ The Strait is 80% closed
→ Refineries are burning
→ Producers are declaring force majeure
→ Tankers won't enter the Gulf
You can't replace it barrel for barrel because refineries are built for specific grades.
When those grades disappear, the system breaks.
#oott
That's exactly what's disappearing from Hormuz right now
You can't just swap in US Light Sweet.
It doesn't run the same way.
Why there's no easy substitute:
→ #Russia: Already maxed out, can't scale further
→ US Light Sweet: Wrong grade for Asian refineries
→ #Venezuela Heavy: Extra-heavy, rarely goes to Asia
→ #Canada Heavy: 96% to US, not exported to Asia
The reality is that Asia doesn't just need oil.
Asia needs Medium and Heavy Sour crude from the Gulf.
And right now:
→ The Strait is 80% closed
→ Refineries are burning
→ Producers are declaring force majeure
→ Tankers won't enter the Gulf
You can't replace it barrel for barrel because refineries are built for specific grades.
When those grades disappear, the system breaks.
#oott
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️ Oil Rally Could Boost Argentina’s Shale Industry
$VIST Vista Energy’s CEO says the oil rally could significantly accelerate Argentina’s shale sector, particularly Vaca Muerta.
$VIST Vista Energy’s CEO says the oil rally could significantly accelerate Argentina’s shale sector, particularly Vaca Muerta.
🇨🇭 Global One SI - Prompt
"Conspiracy theory" time 👇 Phase 1: Russia Phase 2: Middle East Phase 3: China Phase 1: Tie up Russia in the north so they're unable to support their allies in the Middle East Phase 2: Pivot away from Russia leaving Europe to hold the bag. Provide strategic…
Media is too big
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Ever heard of the 1953 CIA Operation Ajax, to give Mohammad Reza Pahlavi broad authoritarian powers in Iran.
It was initiated to protect British oil interests after Mosaddegh nationalized Iran's oil industry & kicked out foreign influence.
The US is doing the same thing again.
It was initiated to protect British oil interests after Mosaddegh nationalized Iran's oil industry & kicked out foreign influence.
The US is doing the same thing again.
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🚨 BREAKING: Treasury Sec. Scott Bessent reveals that the Navy — and potentially other countries — will ESCORT vessels through the Strait of Hormuz as soon as possible
Bessent says they’ve been planning this for MONTHS.
Trump’s team has a plan! 🇺🇸
Bessent says they’ve been planning this for MONTHS.
Trump’s team has a plan! 🇺🇸
🇨🇭 Global One SI - Prompt
$LEU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Evercore ISI reiterates an Outperform on Centrus Energy $LEU with a $390 price target.
The firm highlights $300M in savings from the Palantir $PLTR AI tie up, noting that faster capacity deployment uniquely positions Centrus in a tightening global SWU market.
The firm highlights $300M in savings from the Palantir $PLTR AI tie up, noting that faster capacity deployment uniquely positions Centrus in a tightening global SWU market.
🇨🇭 Global One SI - Prompt
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…
The ballistic missile number is the one to watch. That doesn't come back.
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🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Mizuho reiterates an Outperform on Micron $MU with a $480 price target ahead of March 18 earnings.
Driven by AI demand and tightening supply, analysts expect double digit ASP growth in DRAM and NAND to fuel a potential beat for the May quarter.
Driven by AI demand and tightening supply, analysts expect double digit ASP growth in DRAM and NAND to fuel a potential beat for the May quarter.