$MP $UUUU $UAMY $USAR $LAC $CRML | American Rare Earths was selected to supply the DOE’s METALLIC consortium with Halleck Creek ore.

National labs will use the feedstock to validate domestic refining tech, accelerating the U.S. shift toward a secure rare earth supply chain.

Modern warfare is undergoing a major economic shift.

For most of modern history, military power was built around large, extremely expensive platforms:

• Main battle tanks: $5–10M
• Armored vehicles: $2–5M
• Air defense systems: $15–50M
• Helicopters: $15–40M
• Naval vessels: $100M–$2B

Today, those assets are increasingly vulnerable to low-cost autonomous systems.

Examples from the battlefield:

• $5–10M tank → $500 FPV strike drone
• $2–5M armored vehicle → $5k loitering munition
• $1–3M interceptor missile → $20k attack drone
• $100M+ naval vessel → maritime drone swarm
• $5–20M supply convoy → $10k coordinated drone strike

Across multiple examples the average cost asymmetry is roughly:

4,700 : 1

Key implications:

• Cheap autonomous systems can destroy extremely expensive platforms
• Drone swarms can overwhelm traditional defenses
• Defense procurement models are being forced to adapt
• Military advantage is shifting toward industrial production capacity

Scale now matters as much as technology.

• Ukraine is producing ~4,000 drones per month
• China’s commercial drone industry dominates global manufacturing
• Future conflicts could deploy millions of drones in months

The shift is not only technological — it is industrial.

Behind every drone is a supply chain of strategic materials:

• #Copper → wiring, electronics, motors
• Rare earth elements → magnets, sensors, precision guidance
• #Silver → advanced circuitry and soldering
• #Lithium → batteries and extended range

Modern warfare increasingly begins in a mine and on a production line.

Across history, global power has usually followed a simple rule:

Control the key resource of the era.

• Rome built its empire on iron
• Spain dominated global trade through silver
• Britain rose with coal during the Industrial Revolution
• The United States led the 20th century through oil

Each technological era had a strategic resource behind it.

And the nations controlling that resource gained:

• industrial capacity
• economic dominance
• military superiority

Now a new era is emerging.

Modern technologies depend on a different group of materials:

• Copper → electrification & power grids
• Rare earth elements → sensors, guidance, defence tech
• #Lithium → batteries & energy storage
• #Uranium → nuclear power & energy security
• #Silver → advanced electronics & AI infrastructure

Key takeaways:

• The resource changes, but the pattern repeats
• Strategic minerals are becoming the backbone of modern power
• Supply chains for these metals will shape the next geopolitical cycle
• The next generation of technology — AI, defence systems, electrification — starts in a mine

For more than 2,500 years, the same region has repeatedly become the battlefield of great powers.

The reason is geography.

The Middle East sits at the intersection of Europe, Asia and Africa — a strategic corridor connecting trade routes, energy flows and military access between continents.

Across history, different empires fought over the same ground.

• Rome vs Persia — nearly 700 years of war along the Mesopotamian frontier
• Byzantines vs Caliphates — control of Syria and Iraq
• Ottomans vs Safavids — the same strategic corridor
• European empires — Britain, France and Russia competing for access and influence
• The oil century — global powers securing Gulf energy routes
• Today — proxy conflicts, drones, and control of the Strait of Hormuz

The geography hasn’t changed.

The region still sits at the center of:

• global energy systems
• major shipping chokepoints
• regional security dynamics
• great power competition

Empires change.

The crossroads remain.

Morgan Stanley AI prediction 👀

A major AI breakthrough could arrive in the first half of 2026.

> Next AI models trained with ~10× more compute
> Could produce ~2× more capable AI systems
> AI infrastructure spending may reach $3 trillion by 2028
> AI data centers could cause 9–18 GW power shortage in the U.S.
> 81% of companies expect AI products deployed by 2026

The countdown is on! ⏳

We are just 2 days away from the $OSS Q4/FY 2025 earnings. While investors are busy positioning themselves, the community has already crunched the numbers and analyzed every bit of intel.

The homework is done. Now, it’s over to management to deliver. 🚀

$NBIS just signed a $27 billion deal with Meta and is up 12% in pre-market.

Here’s what that means:

→ 5-year AI infrastructure supply agreement

→ $12B in dedicated capacity on NVIDIA Vera Rubin, one of the first large-scale deployments ever

→ Meta commits up to $15B more in additional compute purchases

→ Capacity delivery starts early 2027

→ 2026 guidance unchanged, execution on track

This is a named customer, a named platform, a named dollar amount, and a named timeline.

$NBIS is now a $24B company that just secured a contract worth more than its entire market cap.

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

🌏 Many economies rely heavily on Chinese goods across manufacturing, electronics, and industrial supply chains.

• 🇰🇭 Cambodia: 46.8% of imports from China
• 🇲🇲 Myanmar: ~33%
• 🇦🇺 Australia: ~25.5%
• 🇧🇷 Brazil: ~24.9%
• 🇯🇵 Japan: ~22.5%
• 🇿🇦 South Africa: ~21.5%

Large economies are less exposed but still significant:

• 🇺🇸 United States: ~13.8%
• 🇪🇺 Europe (many countries): ~8–15%

#China sits at the center of global manufacturing. Many countries depend on Chinese imports for critical industrial and consumer supply chains.

Timing like $IBRX 2022 🔥

Peptide Bets:

$VTGN
PALISADE-4 Ph3 topline H1 2026 for rapid nasal anxiety tx → binary explosion potential like Anktiva.

$PTN
Strong potential due to its MC4R agonists targeting rare obesity disorders with better tolerability and brain-specific action than GLP-1 drugs.

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

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

$ZENA is looking forward to their upcoming financials with their recent revenue growth and the additional acquisitions during
Q4 In Q3 2025, they reported record revenue of $4.3M, which is a 1,225% increase compared to Q3 2024.
Could see another record quarter.

Over the course of 2025, the company has been acquiring profitable businesses with an immediate revenue base.
Already starting to show in their financials, and could see a bigger spike with the additional acquisitions they made during Q4

$ALOY $MP $UUUU $UAMY | REalloys is building the largest heavy rare earth metal facility outside China.

Partnering with Canada’s SRC, the Ohio based firm will produce 45 tonnes of Dy and Tb annually, securing the first end to end Western supply chain by 2027.

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

$NBIS $META $NVDA | Nebius signed a $27B AI infrastructure deal with Meta.

Using Nvidia’s Vera Rubin platform, Nebius will supply $12B in dedicated capacity by 2027, with Meta committing to an additional $15B in upcoming cloud clusters.

Redwire $RDW won a prime contract from Belgian Defence to build MATTEO, Belgium’s first national security satellite.

Partnering with Aerospacelab, Redwire will develop the in orbit demonstrator to secure the nation's space based defense assets.

$MU $SNDK $WDC $STX | Micron completed its $1.8B acquisition of PSMC’s Tongluo P5 site in Taiwan.

Cleanroom retrofits begin this month to boost HBM production for AI demand, with a second 270,000 square feet fab scheduled to start construction by the end of fiscal 2026.