Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️In 2017 China bought 26% of Iran's oil
Last year? 90%💥
Every other buyer (EU, India, Japan, Korea) gone.
Sanctioned out.
So when Trump asks China to send warships to reopen Hormuz...
He's asking the one country keeping Iran financially alive to help militarily contain it.
China funds Iran's war chest.
Iran mines China's oil supply.
The most tangled relationship in geopolitics 🇨🇳🇮🇷
Beijing has to choose very carefully♟️
Last year? 90%💥
Every other buyer (EU, India, Japan, Korea) gone.
Sanctioned out.
So when Trump asks China to send warships to reopen Hormuz...
He's asking the one country keeping Iran financially alive to help militarily contain it.
China funds Iran's war chest.
Iran mines China's oil supply.
The most tangled relationship in geopolitics 🇨🇳🇮🇷
Beijing has to choose very carefully♟️
🇨🇭 Global One SI - Prompt
In just 7 days, Tesla is going to start building Terafab, that’s their own chip factory from the ground up. They’re done waiting on TSMC and Samsung (who are honestly maxed out) and plan to crank out advanced silicon for autonomous cars, Optimus robots, and…
I asked Grok to explain Terafab to me. Then I asked Grok Imagine to diagram Terafab.
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🚨🚨🚨 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. 🚨🚨🚨
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. 🚨🚨🚨
✍1
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.
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.
✍1
🇨🇭 Global One SI - Prompt
Fertilizer Stocks – A New Trade Emerging $CF $NTR $MOS As tensions around the Strait of Hormuz worsen, investors should start watching fertilizer stocks closely. Why this matters - The Middle East is a major exporter of fertilizer inputs like urea, ammonia…
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.
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.
✍1
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Modular Retail Store Where Humanoid #Robots Serve Coffee, Ice Cream, and Chat with Customers
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Sam Altman says intelligence and compute will be “sold on a meter” like “water or electricity”.
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🚨BREAKING: 𝕏 Money Early Public Access Launches April 2026 – US First, Global Vision Accelerates! 🚀🌍💳
Elon Musk confirmed: 𝕏 Money early public access drops next month (April 2026).
After internal closed beta and limited external testing, X's in-app financial ecosystem is set to disrupt payments—starting in the US.
Core features that make it a game-changer:
➤ Up to 6% APY on balances (FDIC-insured up to $250k via Cross River Bank)
➤ Black metal Visa Debit Card engraved with your handle — 3% cashback, zero foreign transaction fees
➤ Instant P2P transfers via Visa Direct (in DMs, replies, or threads)
➤ Direct deposit for paychecks
Backed by Visa partnership and licenses in 40+ US states, it's built for seamless, high-reward finance inside your feed.
Merchant Power-Up: Easier Revenue for Businesses & Creators Worldwide
Merchants win big from day one:
➤ Accept payments directly on X — lower fees than legacy processors
➤ Instant settlements via Visa's global network
➤ Built-in tools for tips, subscriptions, in-app sales, or creator payouts—no app-switching
➤ Tap into X's engaged audience for faster conversions and revenue streams
As adoption grows (high yields + cashback draw users in), merchants get frictionless access to millions—turning likes into instant income.
International Side: Phased Global Rollout on the Horizon
US launches first due to existing licenses and regulatory setup, but Musk's vision is clear: worldwide to all X users after beta proves stable.
From recent statements (including Musk's February comments on closed beta → limited external → global expansion), the plan targets full international access following US success.
No exact dates for Europe, Asia or other regions yet—expect phased rollouts as X secures local approvals (e.g., PSD2/MiCA in EU, etc.).
Visa’s worldwide network positions the debit card and P2P for cross-border use sooner, with zero FX fees making it ideal for global spending.
Creators and merchants outside the US could see payouts shift to X Money accounts post-launch, reducing reliance on Stripe-like services.
This is the everything app taking shape: social + money, borderless ambition.
April 2026 kicks it off in the US—global wave follows.
Who's hyped for the yield, the metal card, merchant ease, or international drop?
Elon Musk confirmed: 𝕏 Money early public access drops next month (April 2026).
After internal closed beta and limited external testing, X's in-app financial ecosystem is set to disrupt payments—starting in the US.
Core features that make it a game-changer:
➤ Up to 6% APY on balances (FDIC-insured up to $250k via Cross River Bank)
➤ Black metal Visa Debit Card engraved with your handle — 3% cashback, zero foreign transaction fees
➤ Instant P2P transfers via Visa Direct (in DMs, replies, or threads)
➤ Direct deposit for paychecks
Backed by Visa partnership and licenses in 40+ US states, it's built for seamless, high-reward finance inside your feed.
Merchant Power-Up: Easier Revenue for Businesses & Creators Worldwide
Merchants win big from day one:
➤ Accept payments directly on X — lower fees than legacy processors
➤ Instant settlements via Visa's global network
➤ Built-in tools for tips, subscriptions, in-app sales, or creator payouts—no app-switching
➤ Tap into X's engaged audience for faster conversions and revenue streams
As adoption grows (high yields + cashback draw users in), merchants get frictionless access to millions—turning likes into instant income.
International Side: Phased Global Rollout on the Horizon
US launches first due to existing licenses and regulatory setup, but Musk's vision is clear: worldwide to all X users after beta proves stable.
From recent statements (including Musk's February comments on closed beta → limited external → global expansion), the plan targets full international access following US success.
No exact dates for Europe, Asia or other regions yet—expect phased rollouts as X secures local approvals (e.g., PSD2/MiCA in EU, etc.).
Visa’s worldwide network positions the debit card and P2P for cross-border use sooner, with zero FX fees making it ideal for global spending.
Creators and merchants outside the US could see payouts shift to X Money accounts post-launch, reducing reliance on Stripe-like services.
This is the everything app taking shape: social + money, borderless ambition.
April 2026 kicks it off in the US—global wave follows.
Who's hyped for the yield, the metal card, merchant ease, or international drop?
👀1
🇨🇭 Global One SI - Prompt
Your humanoid robot tennis training partner 🎾🤖 Tsinghua University's LATENT project has enabled the Unitree G1 humanoid robot to learn how to play tennis—achieving real-world multi-shot rallies through training on imperfect human motion capture data. zz…
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Robotic AI war machines are loading 😭
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We are at war with a flag-less entity, that has engraved itself within nations around the world.
A secret society that uses power and influence to infiltrate and subvert nations to do their bidding. While rulers rise and fall, they maintain control over generations from Shadows
A secret society that uses power and influence to infiltrate and subvert nations to do their bidding. While rulers rise and fall, they maintain control over generations from Shadows
🇨🇭 Global One SI - Prompt
We are at war with a flag-less entity, that has engraved itself within nations around the world. A secret society that uses power and influence to infiltrate and subvert nations to do their bidding. While rulers rise and fall, they maintain control over generations…
Millions of people are starting to ask the same question:
How did we not see it?
How did we not see it?
🔥1
$IBRX and people still have no idea how big this could be
The Saudi Ministry of Investment is not casually standing on the sidelines here; they’re in it.
So when you see “MISA” in those photos, understand what that actually means:
Saudi money. Saudi backing. Saudi intent.
That’s not a small detai
That’s the kind of signal the market usually wakes up to late
This is starting to look a lot bigger than most people are ready for
The Saudi Ministry of Investment is not casually standing on the sidelines here; they’re in it.
So when you see “MISA” in those photos, understand what that actually means:
Saudi money. Saudi backing. Saudi intent.
That’s not a small detai
That’s the kind of signal the market usually wakes up to late
This is starting to look a lot bigger than most people are ready for
🇨🇭 Global One SI - Prompt
Andrej Karpathy released a project scoring all 342 U.S. occupations on how exposed they are to AI using an LLM & BLS data. The college premium that defined American aspiration for decades may get repriced as AI starts doing knowledge work for free & a skilled…
Get ready to lose your job.
Andrej Karpathy co-founded OpenAI and ran Tesla's AI… now he downloaded and mapped every job in America by AI exposure…
The results are not what you'd expect.
$100K+ earners are the MOST exposed at 67%
<$35K earners are the LEAST exposed at 34%
Bachelor's degree only? Most exposed of any education level!
$3.7 trillion in wages in the blast zone.
The plumber is safer than the analyst.
The janitor is safer than the executive.
Andrej Karpathy co-founded OpenAI and ran Tesla's AI… now he downloaded and mapped every job in America by AI exposure…
The results are not what you'd expect.
$100K+ earners are the MOST exposed at 67%
<$35K earners are the LEAST exposed at 34%
Bachelor's degree only? Most exposed of any education level!
$3.7 trillion in wages in the blast zone.
The plumber is safer than the analyst.
The janitor is safer than the executive.
👀1
🇨🇭 Global One SI - Prompt
Millions of people are starting to ask the same question: How did we not see it?
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People who invested in oil 2 years ago because they knew Trump would attack Iran
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‼️🇺🇸How the U.S. military actually tracks missile launches across the globe.
A massive three layer detection network works together in real time. Space based sensors detect the heat plume of a launch, long range early warning radars scan thousands of miles of sky, and ground stations analyze trajectories within seconds.
From satellites in orbit to powerful phased array radars in places like Greenland and command facilities in Colorado, the system can detect and track intercontinental ballistic missiles almost immediately after launch. These radars are part of the early warning network designed to provide missile detection and trajectory data to command centers such as NORAD.
The scale and speed of this global surveillance network is extraordinary.
A massive three layer detection network works together in real time. Space based sensors detect the heat plume of a launch, long range early warning radars scan thousands of miles of sky, and ground stations analyze trajectories within seconds.
From satellites in orbit to powerful phased array radars in places like Greenland and command facilities in Colorado, the system can detect and track intercontinental ballistic missiles almost immediately after launch. These radars are part of the early warning network designed to provide missile detection and trajectory data to command centers such as NORAD.
The scale and speed of this global surveillance network is extraordinary.
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A quantum computer simulating a wormhole
sounds less like an experiment and more like humanity touching the hidden menu of the universe.
For a long time, wormholes lived in theory, in equations, in imagination.
Now we’re watching the simulation hint that space itself may be more editable than it looks.
That’s the real Matrix moment, when science stops asking whether the system has backdoors and starts finding them 👁️
Reality might be stranger than physics textbooks ever admitted. And we’re only beginning to press the right keys.
sounds less like an experiment and more like humanity touching the hidden menu of the universe.
For a long time, wormholes lived in theory, in equations, in imagination.
Now we’re watching the simulation hint that space itself may be more editable than it looks.
That’s the real Matrix moment, when science stops asking whether the system has backdoors and starts finding them 👁️
Reality might be stranger than physics textbooks ever admitted. And we’re only beginning to press the right keys.
🇨🇭 Global One SI - Prompt
$ALMU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$ALMU 🔥
$NVDA optics/photonics commitments (Coherent, Lumentum, etc.) are exposing brutal capacity crunches in legacy InP - exactly where $ALMU’s III-V-on-silicon platform shines as a scalable alternative using standard 200/300mm fabs.
Hyperscalers are pre-booking slots like crazy amid the squeeze; Aeluma can actually deliver volume without the bottlenecks.
Benchmark still pounding the table with Buy/$25+ targets (stock ~$15 range recently), citing the direct tailwind from Nvidia’s push + defense/quantum wins (NASA/RFSUNY contracts).
Multi-market exposure: AI interconnects, defense sensors, auto LIDAR.
FY26 revenue still low millions but inflection to multi-million units looms in 2027.
Early position here could be massive as photonics goes mainstream.
$NVDA optics/photonics commitments (Coherent, Lumentum, etc.) are exposing brutal capacity crunches in legacy InP - exactly where $ALMU’s III-V-on-silicon platform shines as a scalable alternative using standard 200/300mm fabs.
Hyperscalers are pre-booking slots like crazy amid the squeeze; Aeluma can actually deliver volume without the bottlenecks.
Benchmark still pounding the table with Buy/$25+ targets (stock ~$15 range recently), citing the direct tailwind from Nvidia’s push + defense/quantum wins (NASA/RFSUNY contracts).
Multi-market exposure: AI interconnects, defense sensors, auto LIDAR.
FY26 revenue still low millions but inflection to multi-million units looms in 2027.
Early position here could be massive as photonics goes mainstream.