Solaris Energy $SEI announces 900MW natural gas expansion to hit 3,100MW by 2029.

Backed by a $300M Goldman credit facility, the firm acquired Genco Power and 30 rare turbine slots to meet the immediate power crunch from AI data centers.

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

Top 100 24h Gainers 🚀

SIREN    $0.8976    +21.58%
M            $1.86        +8.67% 
RIVER    $24.06      +7.93% 
HYPE      $42.58      +5.59% 
JST        $0.0585    +4.63% 

Top 100 24h Losers 🔻

MNT        $0.7618    -10.06%
ASTER    $0.6970    -8.50% 
UNI        $3.65        -8.39% 
WLD        $0.3596    -8.32% 
XDC        $0.0318    -7.34%

$TNK $NAT $ASC $DHT $STNG | White House issues a 60 day Jones Act waiver to ease fuel and fertilizer supply shocks amid the Iran conflict.

The move allows foreign vessels to move energy products between U.S. ports, aiming to bypass bottlenecks as oil nears $100/barrel.

$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.

$SIVE $POET $LWLG $ALMU 🔥

Bullish ✅

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

Modern warfare = vision dominance. Drones, helmet AR, thermal overlays, real-time targeting. $KOPN provides the microdisplays enabling this interface between soldier & data. This is where next-gen defense dollars flow. Follow the stack.
$ONDS $UMAC $THEON

The Artemis II mission will rely on NASA’s Near Space Network and Deep Space Network as its primary communications back to Earth.

Simultaneously, Orion will use the Orion Artemis II Optical Communications System (O2O) to transmit data from the mission, showcasing the operational utility of laser communications on a crewed lunar test flight.

Sivers < $SIVE / $SIVEF >to power Jabil ( $JBL ) next-generation optical transceivers.

The fact Sivers is named as the power source for Jabil's flagship 1.6T module…

is probably the biggest news to date?

This is thesis validation that Sivers is the next $LITE as the light source for CPO/Silicon Photonics.

Source: Semicap, $NVDA GTC.

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

$JBL/SD H2 #Indicator #Signal #Trading #GlobalOneAI

The BIG 3 of Trading:
   1️⃣ System
   2️⃣ Risk Management
   3️⃣ Psychology

If you’re not hitting your trading goals,
chances are you’re stuck in the wrong zone.

⚡ What Powers North America?

Electricity sources vary sharply by region.

🇺🇸 United States:

• Natural gas dominates (Texas, Southeast, Midwest)
• Coal still relevant in central states
• Nuclear strong in East Coast & Midwest
• Wind/Solar growing in West and Plains

🇨🇦 Canada:

• Hydro dominates (Quebec, BC, Manitoba)
• Nuclear in Ontario
• Gas in Alberta/Saskatchewan

The US grid is still fossil-heavy, while Canada is largely hydro-driven, making it far less exposed to fuel price shocks.

#oott #energy

Red Cat $RCAT Q4 revenue surges 1,985% to $26.2M, beating the $20.9M estimate.

Backed by a $168M cash pile and 520% capacity expansion, the firm is scaling Black Widow and USV production to meet surging NATO and Asia Pacific defense demand.

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

Micron $MU Q2 earnings crush estimates with record $23.86B revenue (+196% YoY).

Backed by HBM4 production and 74.9% margins, Micron raises Q3 EPS guide to $19.15, nearly 2X expectations. Quarterly dividend increased 30% to $0.15/share.

Rocket Lab $RKLB wins a $190M contract for 20 HASTE hypersonic test flights over four years under the MACH TB 2.0 program.

Led by $KTOS Kratos, the deal is Rocket Lab’s largest launch agreement yet, pushing total backlog beyond $2B.

Constellation $CEG to sell 4.4GW of gas assets to LS Power for $5B.

The deal satisfies DOJ and FERC mandates from the Calpine merger by divesting five PJM plants in Pennsylvania and Delaware. One Texas asset, Jack Fusco, remains for sale to meet final regulatory targets.

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