💥BREAKING: U.S. B-52s have left UK for Iran, reportedly carrying a full payload of 20 bunker buster bombs

The 48 hours is over after only 5 hours.

🇺🇸⏰Trump Issues 48-Hour Ultimatum to Iran:

President Trump issued a dramatic ultimatum via Truth Social, warning that the U.S. will "hit and obliterate" Iran’s power plants - starting with the largest unless the Strait of Hormuz is fully reopened within 48 hours.

This sharp escalation in rhetoric follows intense Iranian missile strikes on southern Israel, which hit cities including Dimona and Arad, injuring over 100 people.

The likely target is the Damavand Combined Cycle Power Plant located in Pakdasht, on the outskirts of Tehran Province.

This facility is Iran's largest power plant by installed capacity, with approximately 2,868 MW. Its strategic importance stems from supplying a substantial portion of electricity to the capital region and the densely populated greater Tehran area.

For context, Iran's total installed electricity generation capacity stands at around 98,800 MW. While Damavand accounts for roughly 2.9% of the national total, its disruption would cause disproportionate and immediate impacts on the country's political and economic center due to the plant's scale and close proximity to Tehran.

🌍☀️ Elon Musk on the true scale of energy:

"The Earth only receives about half a billionth of the Sun’s energy.

The Sun is 99.8% of all mass in the solar system… Earth is in the miscellaneous category.

Earth is like a tiny dust mote in a vast darkness.

The way to actually scale civilization is to scale power in space."

Mind officially blown.

We’re not energy-limited — we’re location-limited. Time to build in space. 🚀🔋

$RKLB

Rocket Lab acquires the kind of companies that power helicopters on Mars.

Powered by SolAeros solar panels, Ingenuity became the first aircraft to achieve controlled, powered flight on another planet.

Incredible footage. Hope to see RKLB enable more missions like this!

$TSLA has built the world’s largest Supercharger station in Lost Hills, California called Oasis.

The site runs on 11 MW of solar and 10 Megapacks storing 39 MWh powering 164 stalls as a self-contained energy system.

AGIBOT Unveils Genie G2: Next-Generation Wheeled Humanoid #Robot

🇪🇺Europe is cracking... Country by country

While Brussels debates strategy, individual nations are already in emergency mode:

🇮🇹 Italy: Windfall taxes on energy companies + tax reductions

🇪🇸 Spain: Emergency package tax cuts, subsidies, rent controls

🇵🇹 Portugal: Legal framework for electricity price caps

🇬🇷 Greece: Caps on fuel profit margins + subsidies

🇦🇹 Austria: Fuel tax cuts + retailer margin caps

🇸🇰 Slovakia: Fuel sales restrictions + differentiated pricing

🇸🇮 Slovenia: Direct fuel price caps via tax reductions

🇭🇷 Croatia: Motor fuel price caps

Every single one of these is a government admitting the same thing:

The market cannot handle this alone.

And every one of these measures has a cost.

Windfall taxes discourage investment.

Price caps create shortages.

Subsidies explode deficits.

Europe rejected Russian gas

Now Europe is capping prices and taxing energy profits to survive 📉

Von der Leyen said "no Russian energy."

9 countries just said "we'll take any measure necessary."

Those two positions cannot coexist for much longer♟️

Putin is still waiting. 🇷🇺

SpaceX's Starship, stacked with its Super Heavy booster, reaches 120 meters tall, eclipsing the Saturn V's 111 meters as the tallest rocket ever built.

Generating over 74 meganewtons of thrust from 33 Raptor engines, it stands as the most powerful by far, nearly double that of its predecessors.

Constructed from stainless steel for reusability and strength, Starship revolutionizes space travel with its focus on rapid turnaround and cost reduction.

This behemoth is key to SpaceX's vision of making humanity multi-planetary, enabling massive cargo and crew transports to Mars.

The ongoing tests at Starbase showcase iterative innovation, turning potential setbacks into breakthroughs.

Advanced features like in-orbit refueling and sophisticated heat shields highlight the deep engineering thought behind it, promising a new chapter in cosmic exploration.

🚨 Samsung Electronics is gearing up to invest a record 110 trillion won ($73.3 billion) in facilities and R&D this year to ride the AI chip boom while keeping major firepower for big acquisitions 🔥

This would mark the company’s largest-ever annual spending.

“As the only global semiconductor player delivering a true one-stop solution across memory, foundry, and advanced packaging, Samsung is locking in leadership in the AI semiconductor era and strengthening its edge in high-value segments like HBM.”

$BE $EOSE $LEU $NNE $WULF $TE | India targets 509GW of solar and 155GW of wind by 2036, per the new CEA National Generation Adequacy Plan.

Backed by 174GW of storage (BESS and Pumped Hydro), non fossil sources will reach 70% of the grid, fundamentally reshaping energy security.

$MP $OKLO $NNE $LEU $UAMY | APS to seek 20 year license renewals for all 3 Palo Verde units, extending the US’s largest power source to 2067.

Combined with a new SRP and TEP partnership to scout sites for SMRs, Arizona is doubling down on nuclear as its 24/7 energy anchor.

Bitfarms $BITF shareholders approve U.S. redomiciliation with 99.3% support.

On track to complete around April 1, Bitfarms will rebrand as $KEEL Keel Infrastructure. This move to Delaware signals a major pivot toward U.S. based AI and HPC infrastructure.

$IBRX ImmunityBio secures its first Asian approval for ANKTIVA in Macau.

Backed by a 71% response rate in the QUILT study, this IL-15 immunotherapy is now authorized in 34 markets globally, positioning ImmunityBio for rapid APAC commercial expansion.

NextEra Energy $NEE to develop 10GW of gas power in Texas and Pennsylvania, backed by the $550B U.S. Japan trade deal.

Jointly owned by both nations, these hubs will use NextEra’s "scale fast" strategy to power AI data centers and strengthen U.S. energy dominance.

#NEE/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

#IBRX/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

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

Just days ago $SIVE announced the strategic partnership with O-Net Technologies and Enablence for advanced External Light Sources (ELS) using their high-performance DFB laser arrays 🔥

ELS is the critical enabler for Co-Packaged Optics (CPO) because it keeps those temperature-sensitive lasers away from the scorching GPUs.

Wavelength stability + reliability at scale?

Sivers is delivering exactly what hyperscalers need.

So now the map looks like this:

Current cycle (1.6T pluggables): Jabil using $SIVE lasers → massive shipments TODAY.

Next cycle (CPO/ELS):
$POET → Marvell/Celestial → $AMZN/$MSFT

Ayar Labs (which just raised hundreds of millions at multi-billion valuations)

And now O-Net (Asian ODM powerhouse) + Enablence → broad hyperscaler and HPC adoption

A $250M market cap company sitting at the absolute top of the light source food chain for BOTH generations of the photonics supercycle.

Forgotten detail:

They own their own advanced photonics fab in Glasgow, Scotland. Capable of $150M+ annual revenue potential on its own for prototyping, custom arrays, and lower-volume high-margin work. Then they de-risk the monster ramps by going fabless with Win Semi for volume. No capex nightmare.

Just pure merchant supplier economics - the same model that made $LITE and $COHR giants in the pluggable era.

2025 revenues hit record levels (up 25%+), opportunity pipeline exploded 64% to $453M, and post-restructuring the business is far more focused and scalable.

Meanwhile $LITE and $COHR trade at $45B+ valuations for their roles in the current pluggable supply chain.

$SIVE is positioned for this cycle AND the bigger CPO one coming.

The second the Street realizes a sub-$300M name powers Jabil's 1.6T modules AND the future ELS/CPO architectures for $META, $AMZN, $MSFT...

Multiple expansion is going to be violent.

I’ll keep hammering it: $SIVE / $SIVEF is one of the most asymmetric setups in the entire AI supply chain right now.

The supply chain doesn’t lie. Position accordingly.

Top 100 24h Gainers 🚀

SIREN    $2.65        +182.45%
RIVER    $27.86      +12.94% 
DEXE      $6.87        +11.15% 
SUN        $0.0188    +6.19%   
WLFI      $0.1000    +5.92%   

Top 100 24h Losers 🔻

FIL        $0.8760    -8.45%   
APT        $0.9290    -7.13%   
CRV        $0.2178    -6.90%   
DCR        $23.49      -6.76%   
ARB        $0.0933    -6.71%

What is the Present Value of TERAFAB?

TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell.

Let's assume that Tesla's TERAFAB economics are similar to TSMC and Samsung - so $2 billion per GW of AI chips.

Scale this up to 1TW and we're looking at about $2 trillion of revenue.

Now let's assume that $TSLA Tesla is able to do this in 2035 - nine years from now - and that this $2 trillion per year doesn't grow. Let's assume a 50% profit margin.

Let's also assume a 50% chance of failure - so there's a 50% chance of zero revenue & profits.

If we use a 15% discount rate, what's the present value of this?

Roughly about $1 trillion.