$MP $UUUU $OKLO $LEU $USAR $UAMY | Secretary Doug Burgum confirms Asia Pacific allies signed $57B in energy deals with U.S. firms at the Tokyo forum.

Spanning 22 deals in LNG, nuclear, and minerals, the agreements aim to secure supply chains and end reliance on adversaries.

#USDT vs #USDC ownership by country. Ranked.

🥇 🇳🇬 Nigeria: 59% USDT / 48% USDC
🥈 🇦🇺 Australia: 34% USDT / 29% USDC
🥉 🇮🇳 India: 30% USDT / 27% USDC
4. 🇨🇴 Colombia: 25% USDT / 29% USDC
5. 🇸🇬 Singapore: 29% USDT / 24% USDC
6. 🇿🇦 South Africa: 23% USDT / 29% USDC
7. 🇺🇸 United States: 22% USDT / 26% USDC
8. 🇵🇭 Philippines: 27% USDT / 20% USDC
9. 🇹🇭 Thailand: 25% USDT / 21% USDC
10. 🇦🇷 Argentina: 25% USDT / 20% USDC
11. 🇫🇷 France: 21% USDT / 14% USDC
12. 🇩🇪 Germany: 15% USDT / 17% USDC
13. 🇲🇽 Mexico: 16% USDT / 16% USDC
14. 🇬🇧 United Kingdom: 16% USDT / 14% USDC
15. 🇧🇷 Brazil: 14% USDT / 16% USDC

Two things stand out:

🔹 Nigeria is in a league of its own. Nearly 60% USDT ownership. Dollar-denominated savings aren't optional when your local currency loses value daily.

🔹 USDC is catching up. In Colombia, South Africa, US, Germany, and Brazil, USDC ownership actually exceeds USDT. The regulated stablecoin is gaining ground.

USDT still leads globally. But the gap is narrowing fast.

And it changes EVERYTHING about US base security in the Middle East.

🚨🚨🚨 IRAQI MILITIA DRONE JUST FLEW THROUGH A US MILITARY BASE — NO ONE STOPPED IT 🚨🚨🚨

An FPV drone operated by Iraqi militias just roamed freely through the US Victoria Base in Baghdad. Searching. Scanning. Then it slammed into a facility.

No air defense. No one shot it down. Nothing.

Process that.

→ An enemy drone flew INSIDE a US military base
→ Recorded the entire thing on camera
→ Searched the base like it was scouting for targets
→ Then hit a facility on impact
→ Iraqi militias posted the VIDEO themselves — as a flex

💀 The most powerful military on Earth couldn't stop a $500 FPV drone
💀 No air defense systems engaged — NONE
💀 No personnel responded — the base looked EMPTY
💀 This isn't a war zone gap — this is a COMPLETE defensive failure

⚠️ 1.5 MILLION views on this footage in hours
⚠️ US spending $3-4M per Patriot interceptor — can't stop a hobby drone
⚠️ Iranian Shahed swarms already puncturing US air defenses (NBC confirmed)
⚠️ Victoria Base is in BAGHDAD — supposedly one of the most secured zones on Earth

They're showing you billion-dollar HELIOS lasers and robot soldiers.
They're NOT showing you that a militia with a $500 drone just walked through America's front door.

You don't post footage of your drone inside an enemy base unless you WANT them to know
→ you only do that when you've already mapped every building
→ and that only happens when the next strike won't be a scouting run.

Prepare accordingly. 🚨🚨🚨

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

$APLD has $16 billion in contracted lease revenue and a $7.5 billion market cap.

Read that again.

The contracted backlog is more than twice the entire market cap. These are not letters of intent. Not pipeline conversations.

Not MOUs. Signed leases. 15-year terms. With CoreWeave and an investment-grade US hyperscaler.

And the revenue growth backs it up.
Q1 FY2026: $64.2M, up 84% year over year.
Q2 FY2026: $126.6M, up 250% year over year.

First 100MW building at Polaris Forge 1 delivered on time, on budget, fully energized.

Polaris Forge 2 already under construction with a 200MW lease signed before a single shovel hit the ground.

The stock is at $27, down from $41, while the backlog grew and the first campus went live on schedule. Nothing broke.

Nothing was delayed.

The fundamentals moved in the right direction and the stock went the other way.

$16 billion in contracted revenue locked in over 15 years. $7.5 billion market cap.

The market is giving you the backlog for free.

All jobs will be optional

🚨Let me EXPLAIN why JOBS will be optional

AI keeps getting better. robots keep getting cheaper. eventually machines can do almost every job faster and better than humans. coding, writing, manufacturing, farming, even surgery.

when that happens, machines produce almost everything we need.

food. homes. medicine. energy. transportation.

and they produce it at extremely low cost.

so the old reason humans work disappears.

today we work because we need money to survive. but if machines create massive abundance, survival is no longer tied to having a job.

people will still work. but it will look different.

you might build things, create art, start companies, research science, or explore space. not because you have to, but because you want to.

kind of like growing vegetables in your backyard. you can buy them at the store, but some people still enjoy growing them.

Florida man sold his house in 5 days using chatgpt without real estate agents

> Asked AI for pricing.
> Marketing.
> Best listing day
> Contract drafting.

Bro easily got 5 offers in 72 hours.

- Also saved 3% commission.

Real estate agents are cooked 😭😭😭

🇦🇺An Australian tech founder with zero biology background sequenced his dog’s tumor DNA, then used ChatGPT and AlphaFold to design a custom mRNA cancer vaccine.

A month later, the tumors shrank by half.

And this is just the start of AI medicine.

🚨 Elon said all jobs will be optional. Sounds insane until you look at the last 18 months.

Goldman replaced 300 analysts with one AI tool. Nobody noticed.

Klarna replaced 700 customer service reps with ChatGPT. Customer satisfaction went up.

Duolingo fired contract translators. Replaced them with GPT-4.

Chegg lost 50% of its value in one day because students stopped paying for answers ChatGPT gives for free.

And this is just 4 examples. I could name 1,000 more from the last 2 months alone.

The jobs didn't go "optional." AI quietly replaced them.. They just... disappeared

Universal high income isn't Elon being generous. It's him telling you the economy is about to run without you in it and someone's gotta keep you from rioting.

🚨Did anyone understand what Elon musk has predicted ?

here’s what he actually means:

> In the future, you might not need a job at all. Not because the economy collapses but because AI does the work instead.

> Musk believes AI and robotics will eventually become so productive that they produce nearly everything society needs. Goods, services, infrastructure - all generated by machines.

> When that happens, the idea of working just to survive starts to disappear.

> Instead of universal basic income, Musk says the world could move toward “universal high income.”

> In other words:
Everyone receives enough wealth from the AI-driven economy to live comfortably.

> Jobs still exist. But they become optional. More like hobbies.

> He compares it to growing vegetables in your backyard.
You don’t do it because you need to eat. You do it because you enjoy the process.

The real challenge isn’t the technology. It’s the transition.

And the scary part is, we may already be at the beginning of that shift.

I asked Grok to explain Terafab to me. Then I asked Grok Imagine to diagram Terafab.

🚨🚨🚨 THE ENTIRE HEALTH INDUSTRY WAS A LIE AND AI JUST PROVED IT. HERE'S WHAT THEY DON'T WANT YOU TO SEE. 🚨🚨🚨

The pharmaceutical industry made $1.6 TRILLION last year.

Their profit margins are 76.5%.

The S&P 500 average is 37.4%.

They are TWICE as profitable as the most successful companies on earth.

Not because they're saving lives.

Because they're selling fear.

💀 Phenylephrine (Sudafed PE, NyQuil, DayQuil) — FDA voted 16-0 it DOES NOT WORK. Sold for DECADES.

💀 40% of supplements are a SCAM — no science, no testing, just trendy ingredients in a bottle.

💀 Synthetic skincare products expose you to HIGHER health risks than using NOTHING at all.

💀 Supplement industry has ZERO premarket approval. They don't have to prove it works before selling it to you.

⚠️ The pharma industry has paid $127 BILLION in fraud penalties since 2000.

⚠️ That's 1,345 separate violations. Not accidents. FRAUD.

⚠️ Pfizer alone paid $2.3 billion for falsely promoting drugs.

Now here's what they're NOT showing you.

AI just made their entire business model obsolete.

Google released MedGemma. Open source. FREE. Medical AI that reads scans and diagnoses disease.

DxGPT diagnoses rare diseases. Completely FREE. Built by a non-profit.

A NYT study found ChatGPT OUTPERFORMS human doctors at diagnosis.

AI reads EVERY medical study ever published.

Every clinical trial. Every side effect. Every exposed fraud.

And it gives you the answer for $0.

Your grandmother used sunlight, sleep, walking, fasting, and clean food.

She never needed a $200/month supplement stack.

She never needed a 12-step skincare routine.

She was fine.

AI just confirmed what she already knew.

The sun was free. Sleep was free. Walking was free. Water was free.

They took all of it and sold it back to you in a bottle.

That era is ending.

Prepare accordingly. 🚨🚨🚨

Modern warfare is no longer about the best tank, the fastest jet, or the biggest ship.

It is about who controls the stack.

The Defense Technology Stack has five layers.

From ground to space. Whoever integrates all five wins. Whoever controls only one becomes a supplier to the one who does.

Here is the stack:

Layer 1 — Ground Systems
Ground robots, radar networks, counter-drone defenses, electronic warfare, sensors. The foundation. Local control and battlefield intelligence.

Layer 2 — Autonomous Systems
Tactical drones, drone swarms, UAS, loitering munitions. Flexible, scalable, mass-produced. A $500 drone destroys a $5M tank. The cost equation has inverted.

Layer 3 — Stratospheric Intelligence
High-altitude ISR platforms operating between satellites and aircraft. Persistent wide-area sensing for days or weeks. The layer most people don’t even know exists.

Layer 4 — Space
Earth observation satellites, comms, GPS, missile warning. Global coverage and strategic intelligence. The backbone.

Layer 5 — AI & Command Software
The layer that ties everything together. AI-driven mission planning, sensor fusion, real-time command and control, edge computing. This layer transforms raw data into decisions.

Without Layer 5, the other four are just hardware collecting data.
With Layer 5, they become an integrated intelligence machine.

This is the shift:

Traditional warfare focused on platforms — tanks, jets, ships.

Modern warfare focuses on ecosystems — sensors, autonomy, AI, software.

No single platform wins anymore. The advantage goes to whoever controls the entire stack from ground to space.

And every layer of the stack depends on strategic resources:
• Copper — electronics and electrical systems across every layer
• Rare earths — sensors, magnets, precision guidance
• Silver — advanced circuits and high-frequency components
• Uranium — energy powering the grid behind the stack
• Semiconductors — AI, autonomy, communications

Every layer starts in a mine.

Control the resources, control the stack.

Control the stack, control the battlefield.

Global defence spending: $2.72 trillion (record).

NATO target: 5% of GDP.

The companies building across multiple layers of this stack are at the centre of the next defence cycle.

Single-platform companies are being displaced by ecosystem builders.
The next defence cycle will be won by those who control the stack — not just a single layer.

The Iran war has a second supply crisis nobody is pricing.

It’s not oil. It’s food.

$NTR hit a 52-week high this week. $CF is up 77% YTD.

And the trade still has legs, but only if you buy the right name.

Here’s why:

1. Hormuz isn’t just an oil chokepoint

33% of global seaborne fertilizer trade moves through the Strait of Hormuz. Qatar and Iran together export 350,000–400,000 metric tons of urea per month through it.

Unlike oil which has the SPR, bypass pipelines, and IEA release mechanisms there is no strategic fertilizer reserve. When Hormuz closes, the fertilizer market is on its own.

2. First time in history; four supply shocks hitting simultaneously

> Middle East: Hormuz closed, QatarEnergy halted ammonia/urea production March 2

> Russia: Ukrainian drone strikes hitting nitrogen plants + export restrictions

> China: Phosphate export ban extended through August 2026

> Europe: Still running nitrogen at 75% capacity from the gas crisis

The result:

Urea: +77% since December 2025.

Anhydrous ammonia: $850/ton in Iowa on Feb 13 → $1,050/ton today.

North America price index: $810/ton — above the August 2025 peak.​​​​​​​​​​​​​​​​

3. The clock is the cruelest part

50% of U.S. nitrogen is applied in spring. Corn Belt planting begins late April. Gulf-to-US Gulf Coast transit = 30 days. Product that should be arriving now already isn’t coming.

25% of American farmers haven’t bought fertilizer yet for this season. At $1,050/ton anhydrous, they’re either paying up, driving prices further, or rotating to soybeans.

A mass corn-to-soybean rotation means lower corn yields, tighter supply, and a secondary food price shock hitting grocery shelves by fall 2026. The chain from Hormuz closing to the cereal aisle is already in motion.

4. The plays and the landmine

$NTR, currently at $83, targets $96–100.
Nutrien produces all three nutrients; potash, nitrogen, phosphate, from North American operations with zero Middle Eastern logistics exposure. Wells Fargo upgraded to Overweight ($100 target) March 13. Jefferies upgraded to Buy ($96 target) same day. Cup-and-handle forming technically. Captures the full margin expansion without the shipping risk. Least DOJ exposure of the group.

$CF, currently at ATH.
The fundamental thesis is completely real. But here’s what the bulls aren’t talking about:

> DOJ antitrust probe opened. CF named directly.

>Senator Hawley sent a 9-page price gouging letter to CF’s CEO demanding document preservation from January 2025 to present.

> CF EVP sold 18,041 shares on March 13. Stock was at an all-time high. DOJ probe already open. Hawley letter already public.

When insiders sell at ATH into a regulatory investigation on national TV, that is not a company where the upside is unlimited from here. The move happened. The risk is asymmetric now.

$MOS, fairly speculative. currently at $31, cheapest at 11x forward PE.

DOJ named too but at a discount to CF. China phosphate ban lifting August is a headwind. High risk, high reward for size.

5. The second-order nobody is modeling yet
If fertilizer application drops more than 10%, agronomists estimate global corn and wheat yields fall 5–8%.

That’s a Q3/Q4 food price shock that isn’t priced into anything right now. ADM, Bunge, ag-tech precision application names are the next layer of this trade.

The full play:

$NTR, cleanest execution, 15–20% potential upside.

$CF real tailwind, real regulatory grenade. Risky play.

$MOS, speculative position only.

The corn goes in the ground in six weeks. The fertilizer isn’t going to get there in time for everyone.

That’s not a thesis. That’s already happening.

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

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

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

$UMAC $RCAT $KTOS $ONDS $PLTR | Anduril lands a massive $20B Pentagon contract to scale its "Lattice" AI battlefield network.

The 10 year deal consolidates over 120 separate actions into one framework, accelerating the delivery of autonomous drones and C-UAS hardware.