Energy Fuels’ $UUUU White Mesa Mill is a unique Western asset with a 45 year regulatory moat.

As the only U.S. facility separating light and heavy REEs, it’s scaling to 6,000tpa NdPr capacity enough for 6M EVs while leading U.S. uranium production.

NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.

Photonics is the hottest theme in the market and most investors still don't understand the supply chain.

Here's the full stack mapped out:

1. Substrates & Materials: $AXTI $SOI
2. Crystal Growth / Epitaxy: $IQEPF
3. Foundry & Component Fab: $TSEM $GFS $TSM $UMC $MTSI
4. Test & Packaging: $AEHR $ONTO $FORM $FN $AMKR $POET
5. Modules & Transceivers: $AAOI $LITE $COHR $MRVL $AVGO
6. Network Infrastructure: $ANET $CIEN $VIAV $GLW
7. AI Demand: $NVDA $AMZN $GOOGL $META $MSFT $ORCL

The AI optics market is projected to grow 60% this year alone. InP substrate supply is 70% short of demand. Orders booked through 2026.

This is not a niche theme anymore. This is AI's next bottleneck.

PALANTIR $PLTR X NVIDIA $NVDA

Palantir announced today its

"sovereign AI OS reference architecture with NVIDIA, which delivers customers a turnkey AI datacenter from hardware procurement to application deployment."

▶️ Iron Beam
▶️ Iron Beam-Mobile
▶️ Lite Beam
▶️ Naval Iron Beam

Iron Beam is a 100-120 Kilowatt High Energy Laser, deployed via a 20ft container, with *advertised* capability vs UAS, mortars, rockets, artillery, and cruise missiles. It is not ballistic missile defense capable.

It is possibly in "Early Operational Capability".

Iron Beam-M(obile) is a 50-60 kW High Energy Laser (HEL), transportable via a Heavy Expanded Mobility Tactical Truck (HEMTT). Its reference threats are UAS & loitering munitions.

I would describe Iron Beam-M as being in Initial Operational Capability (more on this later).

Lite Beam is a 10 kW HEL, which can be integrated onto a pick-up truck or any number of different military vehicles. It is pictured here on a JLTV. It is capable of defeating small-UAS.

Also best described as being in Initial Operational Capability.

Rafael USA CEO BG (Ret) Michael Lurie explains that Iron Beam-M & Lite Beam were successfully deployed in combat last year, but Iron Beam was not.

Enjoy!

👇🏻 Rare footage from the giant American B-1 bomber documents its mission over Iran last Tuesday.

📌 Note the targeting and destruction of its objectives.

$OKLO $SMR $LEU $UEC | The DOE sets an April 1 deadline for states to apply for "Nuclear Lifecycle Innovation Campuses".

South Carolina leads the race with new legislation, as the DOE prioritizes "all in one" hubs that link fuel recycling directly to AI data centers.

Centrus Energy $LEU starts construction on its 150,000 square foot Piketon facility to scale U.S. uranium enrichment.

Backed by a $1B DOE award and 12 metric ton #HALEU target, Centrus targets $425M to $475M in 2026 revenue to lead the $8B market.

Energy Fuels $UUUU and ASM revise terms for their A447M merger to include a special A$0.13 cash dividend per share.

The deal creates a Western mine to metal leader, combining Utah oxide production with ASM’s metals plants by late June 2026.

$MP $UUUU $USAR $LAC $CRML | U.S. and Chinese negotiators meet in Paris this weekend to finalize deliverables for the March 31 summit.

Key talks focus on a potential 500 jet Boeing order and a 20M metric ton soybean deal as both sides navigate new tariff legalities.

$MBLY $PONY $SERV $RR | China scales "robot boot camps" to solve the Embodied AI data shortage.

Labs in Shanghai and Beijing employ cyber laborers to generate 6M data points annually, training the "cerebellum" of humanoids for tasks that LLMs cannot learn from text.

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

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

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

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

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