Anduril's CEO Palmer Luckey shockingly announce his autonomous weapons production facility opens in a few weeks.

He also believes the next war will be fought in the oceans and then the Moon.

$EOSE $VST $BE $TSLA $WULF | China’s global EV battery market share hit 70.4% in early 2026, up from nearly 50% in 2021.

CATL and BYD now command 55.6% of all installations as they aggressively expand into Europe and secure over 90% of the upstream material supply.

The USS Tripoli has just been spotted passing Singapore at a high rate of speed.

They are rushing to get 5,000 U.S. special forces & naval landing group into position for a possible invasion of Kharg Island, Iran.

ETA March 25

💥BREAKING; ISRAEL orders airborne laser system for fighter jets and helicopters

🔥Targeted Strike on Iran's Lar County.

MUST HAVE PHOTONICS right now 🔥

$AAOI
$LWLG
$ALMU
$SIVE
$POET
$AEHR
$IQE
$SOI

Photonics is the future because it enables ultra-fast, energy-efficient data transmission and processing by harnessing light instead of electricity, forming the backbone of next-generation technologies from AI to quantum computing.

Barclays reiterates Overweight on NVIDIA $NVDA with a $275 price target.

Analysts cite "Agentic AI" NemoClaw and the "Power equals Revenue" dynamic as key drivers for AI Factories, with copper interconnects maintaining a long runway over CPO at rack scale.

Needham maintains a Buy rating on Oklo $OKLO but reduces its price target to $73 from $135.

Analyst flags higher 2026 CapEx of $350M to $450M and a shift in the Aurora INL timeline to 2028, though Oklo’s $2.5B "war chest" provides a massive liquidity cushion.

FDA approves J&J $JNJ ICOTYDE (icotrokinra), the first oral IL-23R peptide for psoriasis.

The once daily pill challenges the injectable market with biologic level efficacy, triggering a $50M milestone for partner $PTGX Protagonist Therapeutics.

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

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

Nebius Group $NBIS prices upsized $4B convertible notes at a 57.5% premium to support its AI "Factories."

Net proceeds of $3.96B will fund GPU procurement and data center builds for its $27B infrastructure supply agreement with $META Meta.

$ENPH $FSLR $ARRY $TE | China helps Cuba more than triple its solar share to 20% via 49 new solar parks, as the island sidesteps a U.S. oil blockade.

Beijing has committed to 92 parks by 2028, aiming for 2,000MW of capacity to replace crippled fossil fuel generation.

250,000 Barrels Per Day. Through Turkey.

At 10:00 AM Baghdad time today, Iraqi oil started flowing through the Kurdistan pipeline to Turkey's Ceyhan port. First time since the Iran war began.

Three independent sources confirmed before the pumps turned on. Iraqi Oil Minister Hayyan Abdul-Ghani told parliament directly.

A US diplomatic envoy publicly thanked both Erbil and Baghdad for reaching the deal. Kurdish political sources confirmed through party media.

250,000 barrels per day from Kirkuk fields. Another 200,000 possible from KRG fields. Up to 450,000 barrels a day that don't touch the Strait of Hormuz.

Iran's been charging rent on the Strait since Day 1 of this conflict. Limited shipping. Yuan-only settlement demands for anyone who wants through.

Today Iraq opened a door that doesn't need Iran's permission.

While that happened, CENTCOM dropped 5,000-pound GBU-72 deep penetrator munitions on Iranian anti-ship missile sites along the Strait coastline.

First time that weapon has ever been used in combat. Hardened coastal bunkers. Gone.

Two moves. Same day. One opens an alternative route. The other clears the original.

The Coordination Framework granted Sudani temporary powers to keep governing while the PM decision is frozen until after the war.

Supreme Court backed the arrangement. That's how this pipeline deal got done in the middle of a regional conflict.

Part 1 of the series documented the HCL and the 17-year blockage that Maliki's Iranian-funded blocs used to keep oil revenue locked up.

Part 2 traced the $17.7 billion paper trail through Western banks that kept that machine funded. The Baghdad-Erbil pipeline dispute was one of the last structural pieces from that era.

Today it opened.

Kuwait repriced its currency during a war. While the country was still on fire. Iraq is building bypass infrastructure during one.

The pattern from Part 3 holds. Resets don't wait for stability. They happen during the dismantling.

HCL can't distribute revenue shares at a program rate. Math breaks at 1310. Treasury wants the world "well supplied with energy."

The President says the Iran war ends "soon and when I decide."

IMO the pipeline and the Hormuz strikes are positioning for what comes after. Secure the energy. Then let the rate catch up to the resource base.

Gold at $5,009. Silver at $79. Fed frozen at 3.5%.

Still watching what happens when those barrels hit Ceyhan and the settlement terms come out.

IRAQ ➕ IQD ➕ VND ➕ VES ➕ XRP ➕ GOLD ➕ SILVER ➕ RARE EARTH MINERALS 🟰 RV

$MNTS: Momentus today announced that it was awarded a NASA contract to support the Space Storms Solar Sail Sentinel Demonstration Study for a potential mission based on the cislunar-capable Vigoride spacecraft platform.

Momentus recently completed this study and submitted the final report to NASA under this contract awarded in 2025.

The solar sail would measure 1,652 square meters which is 17,782 square feet or about one-third the size of an American football field.

For a flight demonstration, the selected hosted orbital platform provider would be responsible for the bus and system integration of the solar sail technologies delivered by NASA.

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

$SPIR

"In the fourth quarter, Spire delivered both year-over-year and sequential top-line growth, reinforcing our optimistic outlook for the coming years," said Theresa Condor, Spire CEO.

"This performance is rooted in a global reality: space is now recognized as critical infrastructure for national security. At Spire, we bring a level of operational experience that few can match in a market that favors companies capable of delivering the security and safety capabilities needed today."

🔥 US macroeconomic data (PPI):

▪️ Producer Price Index (PPI) (YoY) (Feb)

FACT: 3.4%
FORECAST: 2.9%
PREVIOUS.: 2.9%

▪️ Producer Price Index (PPI) (MoM) (Feb)

FACT: 0.7%
FORECAST: 0.3%
PREVIOUS.: 0.5%

▪️ Core Producer Price Index (PPI) (MoM) (Feb)

FACT: 0.5%
FORECAST: 0.3%
PREVIOUS.: 0.8%

▪️Core Producer Price Index (PPI) (YoY) (Feb)

FACT: 3.9%
FORECAST: 3.7%
PREVIOUS.: 3.5%

Ondas $ONDS and Heidelberg launch ONBERG Autonomous Systems JV to scale drone defense in Europe.

The Brandenburg site will become a production hub for the Iron Drone Raider and ISR platforms, targeting deployment in Germany and Ukraine.

Lynx raises Micron $MU price target to $700 (Street High), citing massive FY28 EPS potential from HBM4 leadership.

Despite bullish on $90B revenue targets, analysts warn near term Q2 2026 expectations are elevated, risking a "sell the news" move.

$MP $UUUU $UAMY $USAR $LAC $CRML | U.S. and Indonesia trade deal secures critical mineral access for the US and cuts tariffs to a 19% reciprocal rate.

Indonesia mandates $15B in annual US energy purchases (crude, LPG, fuel) to replace Middle East supply amid Hormuz disruptions.