High-Momentum Leaders: 19 Stocks Showing Expanding Relative Strength

$PL — Aerospace & Defense
$CF — Agricultural Inputs
$CRCL — Capital Markets
$CIEN — Communication Equipment
$LITE — Communication Equipment
$SNDK — Computer Hardware
$STX — Computer Hardware
$WDC — Computer Hardware
$APA — Oil & Gas E&P
$FTI — Oil & Gas Equipment & Services
$VG — Oil & Gas Midstream
$LNG — Oil & Gas Midstream
$AXTI — Semiconductor Equipment & Materials
$TSEM — Semiconductors
$FSLY — Software - Application
$NBIS — Software - Infrastructure
$SEDG — Solar
$LYB — Specialty Chemicals
$GEV — Specialty Industrial Machinery

JPMorgan Dimon: t AI could create a four-day work week in the future

🚨 Do you understand what Jamie Dimon just said on camera..

the CEO of JPMorgan.. the biggest bank on earth.. just said your kids are going to work 3.5 days a week and live to 120..

sounds beautiful right..

then he said AI has 600 use cases inside JPMorgan already.. 50 he considers "important".. risk, fraud, underwriting, marketing,. note-taking.. error reporting..

he said companies need to think about how they handle the layoffs... and the government should think about retraining,.. relocation nd reskilling people at 40 and 50..

the same man whose bank said $40 to $150 billion in loans could collapse because AI is replacing the workers who pay them back... is now telling you it's going to be "wonderful"..

he's preparing for a world where you work less.. earn less.. and need the government to retrain you for a job that doesn't exist yet...

and he called it a wonderful thing.. because for JPMorgan.. it is.

Jared Isaacman: "Starting in 2027, we’re going to try to work up to an almost monthly cadence of uncrewed landings as we start building out the moon base infrastructure."

🚨🚨🚨 TRUMP IS GOING COUNTRY BY COUNTRY THROUGH THE WORLD'S OIL RESERVES. HERE'S THE FULL SCORECARD. 🚨🚨🚨

The world's top oil reserves. What Trump did to each one.

🇻🇪 Venezuela — 303 billion barrels — World #1
Trump sent troops. Captured Maduro. Now controls oil revenues via US Treasury.
STATUS: TAKEN

🇸🇦 Saudi Arabia — 267 billion barrels — World #2
Decades-long US military presence. Petrodollar agreement. US sells Saudi Arabia weapons.
STATUS: CONTROLLED

🇮🇷 Iran — 208 billion barrels — World #3
Operation Epic Fury (Feb 28). Bombed Kharg Island. Ground troops staging to seize it.
STATUS: IN PROGRESS

🇮🇶 Iraq — 145 billion barrels — World #4
US invaded 2003. Has maintained military presence for 20+ years.
STATUS: OCCUPIED

🇦🇪 UAE — 113 billion barrels — World #5
Hosts massive US military base (Al Dhafra). Deep ally.
STATUS: ALLIED

🇺🇸 United States — 38 billion barrels — World #9
Trump pushing record 13.6 million barrels per day. Using wartime powers to force more drilling.
STATUS: MAXIMIZING

THAT'S THE TOP 5 OIL NATIONS ON EARTH.

The US controls, occupies, or is actively seizing FOUR of them.

The fifth is its closest Gulf ally.

And the US debt is $39 trillion. Growing by $7 billion a day.

This is not foreign policy. This is resource acquisition at scale.

Nobody is talking about this.

What Happened in Space This Week
• Earnings: $TSAT $SPIR $SATL $LUNR $PL $LUNR $FLY $YSS
• $NVDA Announces Space-1 Vera Rubin Module
• #BlueOrigin Launches "Project Sunrise"
• #JeffBezos Raising New $100B Acquisition Fund
• $RKLB $190M Contract for 20 HASTE Launches
• $RDW Prime for Belgian National Security Sat
• $SATL Introduces Merlin Constellation
• #Echostar Enters into Debt Restructuring Agrmnt
• $RKLB Up to $1B ATM Equity Program
• Sirius Space Services Acquires AMM-42
• Advanced Navigation $110M Series C
• iMetalX Emerges from Stealth

Changing Fiction to Reality
The Space Race will force us to drop the word “fiction” from so many things that used to be just sci-fi.

Case in point: Tesla’s Optimi becoming Von Neumann probes that can replicate themselves using raw materials found in space.

NOTE: Wall Street only includes Tesla’s Earth-based business in its forecasts & valuations.

“We were asked to procure some additional space capabilities. So we are at $185 billion for the objective architecture, which delivers way out into the 2035 timeframe,” Gen. Guetlein said.

SpaceX has released a new video of the electromagnetic mass driver it plans to build on the Moon, which will shoot massive AI satellites into orbit. The satellites will use Tesla chips.

Elon Musk explains why deploying AI in Space makes sense:

— The cost of deploying AI in space will drop below the cost of terrestrial AI much sooner than people expect

— In Space it’s always sunny. You will get 5x or more solar power in space vs the ground on earth. Fully maximized.

— Space Solar costs less than terrestrial Solar since you don’t need heavy glass or framing to protect it from extreme weather events.

— As you go into space, you get increase economies at scale and things get easier over time. Compared to on the ground at earth where you will run out of space.

— Increasing power on earth has becomes harder over time, and more expensive over time. But in space, it becomes cheaper and easier over time.

There it is the first AI Sat concept with solar panels & radiators to scale … 100kw scale.

HOLY SMOKES – Musk Just Dropped a Terawatt Blueprint for Humanity’s Next Era.

If you missed it, you can watch or read below and make sure to save this.

- Humanity’s mission is to become a galactic civilization, with cities on the Moon, Mars, and across the solar system.

- We’re far below Type I on the Kardashev scale, using only a tiny fraction of the Sun’s energy, so real growth requires tapping power in space.

- Human electricity use is about a trillionth of the Sun’s output; even a million‑fold increase would still be only a millionth of what’s available.

- Terafab is a joint Tesla/xAI/SpaceX project targeting roughly a terawatt of AI compute per year, because today’s fabs together provide only a small slice of what this plan needs.

- Reaching that scale means launching around 10 million tons of hardware to orbit each year and deploying about a terawatt of solar power in space.

- An Advanced Technology Fab in Austin will integrate mask‑making, logic and memory fabrication, packaging, and testing in one building for an ultra‑fast design–build–test loop.

- The plan includes two chip families: edge inference chips for Optimus robots and Tesla vehicles, and high‑power, radiation‑hardened chips built specifically for space.

- Musk expects humanoid robot production to hit 1–10 billion units per year, eventually dwarfing global car output.

- He argues AI data centers in orbit will soon be cheaper than on Earth because of constant sunlight, lighter hardware, and falling launch costs.

- After Terafab comes petawatt‑scale compute using electromagnetic mass drivers on the Moon to launch hardware without rockets.

- The destination is an AI‑robotics economy potentially a million times larger than today’s, with energy and resources abundant enough that even trips to Saturn could be accessible to anyone.

🇺🇸 Elon confirms the “Terafab” model links xAI, SpaceX, and Tesla to scale chips, energy, and factories together, aiming for terawatt-level compute output.

The idea is to control the full stack: chip design, manufacturing, power generation, and deployment, with most compute eventually supporting space-based systems.

So it’s like a feedback loop, more factories build more chips, which train better AI, which then designs even better factories.

Because why build a factory… when you can try to build the entire stack.

The future of airpower may not be built around a few extremely expensive aircraft.

It may be built around large numbers of autonomous, attritable systems.

That is exactly the thesis behind #KratosDefense.

Kratos focuses on technologies aligned with emerging military doctrine:

• autonomous tactical drones
• collaborative combat aircraft
• electronic warfare systems
• satellite communications infrastructure
• missile and propulsion technologies

Programs like the XQ-58 Valkyrie illustrate the shift.

Instead of replacing fighter jets, these systems are designed to fly alongside them as autonomous teammates.

The strategic logic is clear:

• lower cost platforms
• deployable at scale
• survivable through numbers rather than price

But the investment case is not without risks.

Kratos still depends on:

• defense procurement cycles
• program funding decisions
• competition from large defense primes

Massive Plan

#Tesla in collaboration with #SpaceX and #xAI is constructing the largest chip manufacturing facility in history (1 TW/year): TERAFAB.

Millions or even more Optimus robots will participate as an intelligent workforce. (Optimus holds the potential to realize a "Von Neumann self-replicating robot" on the Moon...)

>>>>>>>>>>

After watching the promotional video, it feels as though all of Elon's companies are merging and transforming into a single, massive, conscious physical entity.

Elon and his team are turning the science fiction of Asimov and Heinlein into reality.

Team work:When one Digit is charging itself, the other Digit automatically disconnects from charging and takes over the work.

Elon says humanoid robots could reach 10-100 billion units a year, far exceeding the ~100 million cars produced annually.

Imagine a future where robots dominate global manufacturing output... hope they’re friendly.

✨🇨🇳A BYD supercharging station is not just for charging. It is a solar power plant.

This is the future.

$RDW $LUNR $PL $VOYG $ASTS $RKLB | Elon: "Space based AI compute will be cheaper than terrestrial within 2 to 3 years."

By leveraging Starship to deploy 1M liquid cooled, 100kW satellites, SpaceX & xAI aim to bypass Earth's grid. "Things get easier" as launch costs plummet.

$NVDA $AMD $IREN $CRWV $MU | Elon Musk unveils Terafab at Giga Texas, a joint Tesla and SpaceX venture to build the world’s first "closed loop" chip fab.

By integrating masks, fab, and testing in one hall, Musk aims for a recursive design loop 10x faster than the industry.

$RDW $LUNR $PL $VOYG $ASTS $RKLB | Low Earth Orbit (LEO) investment surged to over $45B in 2025 as Big Tech pivots to space data centers.

Using 24/7 solar power and vacuum cooling, Amazon Leo and Starcloud are scaling orbital AI compute to bypass Earth’s energy bottlenecks.