🇨🇭 Global One SI - Prompt
NASA BUILDING A MOON BASE NASA’s plan for establishing a sustained lunar presence will roll out in three deliberate phases: Phase One: Build, Test, Learn NASA shifts from bespoke, infrequent missions to a repeatable, modular approach. Through CLPS (Commercial…
This media is not supported in your browser
VIEW IN TELEGRAM
The United States government just announced it is building a permanent base on the Moon.
NASA Administrator Jared Isaacman stood before Congress, aerospace executives, and global space agencies today and made it official.
He called it "humanity's first permanent surface outpost beyond Earth."
The plan unfolds in three phases, starting with robotic missions that land on the Moon every single month beginning in 2027.
Those robots carry nuclear reactors, communication systems, and construction rovers to prepare the surface before a single human arrives.
In the second phase, semi-habitable structures get built on the lunar surface and astronauts begin making regular visits.
The Moon stops being a destination and becomes a job site.
In the third phase, people do not just visit, they move in permanently and the Moon becomes the first place beyond Earth where humans live and work without coming home.
The price tag for all of this is $20 billion over the next seven years, and the missions already have names and launch windows.
A White House executive order has already directed NASA to establish the initial elements of a permanent Moon base by 2030.
The US Senate has separately ordered NASA to begin Moon base work as soon as practicable.
NASA is also developing a nuclear-powered spacecraft designed to reach Mars by 2028, meaning the Moon base is just the first stop.
China has its own lunar base ambitions and is watching every one of these announcements closely.
Fifty years ago, America left the Moon and never returned.
Today, the US government announced it is going back and this time it is building something that will still be standing a hundred years from now.
NASA Administrator Jared Isaacman stood before Congress, aerospace executives, and global space agencies today and made it official.
He called it "humanity's first permanent surface outpost beyond Earth."
The plan unfolds in three phases, starting with robotic missions that land on the Moon every single month beginning in 2027.
Those robots carry nuclear reactors, communication systems, and construction rovers to prepare the surface before a single human arrives.
In the second phase, semi-habitable structures get built on the lunar surface and astronauts begin making regular visits.
The Moon stops being a destination and becomes a job site.
In the third phase, people do not just visit, they move in permanently and the Moon becomes the first place beyond Earth where humans live and work without coming home.
The price tag for all of this is $20 billion over the next seven years, and the missions already have names and launch windows.
A White House executive order has already directed NASA to establish the initial elements of a permanent Moon base by 2030.
The US Senate has separately ordered NASA to begin Moon base work as soon as practicable.
NASA is also developing a nuclear-powered spacecraft designed to reach Mars by 2028, meaning the Moon base is just the first stop.
China has its own lunar base ambitions and is watching every one of these announcements closely.
Fifty years ago, America left the Moon and never returned.
Today, the US government announced it is going back and this time it is building something that will still be standing a hundred years from now.
✍1
#oil
🇮🇷 Donald Trump:
✔ We are making huge progress in Iran.
❗ We are negotiating with the right people, they want to make a deal.
✔ US Secretary of State Marco Rubio, US Vice President Jay D. Vance and other people are negotiating with Iran.
❗ Iran has agreed that they will never have nuclear weapons.
✔ We have good allies from the Persian Gulf countries.
✔ Practically everything that Iran had has disappeared. Can you name at least one thing that hasn't disappeared? If you read the newspapers, you'd think we're at a stalemate. We move freely around Tehran and can do whatever we want.
✔ We really carried out a regime change - all the leaders are very different from those we started with.
✔ This is a very successful military operation (not a war).
❗ Iran has given us a big gift, which cost a huge amount of money, and it arrived today.
✔ This is related to oil and gas. We are dealing with the right people.
✔ I think we're going to finish this, but I can't tell you for sure. We've won this war.
❗ Iran did something good yesterday related to the Strait of Hormuz.
🇺🇸 US Secretary of Defense:
❗ We are negotiating with the help of bombs. This is not Iraq or Afghanistan.
✔ We are fully in control of the situation.
Axios: The US is trying to arrange urgent negotiations with Iran through intermediaries, which may take place on Thursday, but there is no official agreement from Tehran yet.
According to a number of sources, Iran has already agreed to some points of the future agreement.
✔ We are making huge progress in Iran.
❗ We are negotiating with the right people, they want to make a deal.
✔ US Secretary of State Marco Rubio, US Vice President Jay D. Vance and other people are negotiating with Iran.
❗ Iran has agreed that they will never have nuclear weapons.
✔ We have good allies from the Persian Gulf countries.
✔ Practically everything that Iran had has disappeared. Can you name at least one thing that hasn't disappeared? If you read the newspapers, you'd think we're at a stalemate. We move freely around Tehran and can do whatever we want.
✔ We really carried out a regime change - all the leaders are very different from those we started with.
✔ This is a very successful military operation (not a war).
❗ Iran has given us a big gift, which cost a huge amount of money, and it arrived today.
✔ This is related to oil and gas. We are dealing with the right people.
✔ I think we're going to finish this, but I can't tell you for sure. We've won this war.
❗ Iran did something good yesterday related to the Strait of Hormuz.
❗ We are negotiating with the help of bombs. This is not Iraq or Afghanistan.
✔ We are fully in control of the situation.
Axios: The US is trying to arrange urgent negotiations with Iran through intermediaries, which may take place on Thursday, but there is no official agreement from Tehran yet.
According to a number of sources, Iran has already agreed to some points of the future agreement.
Please open Telegram to view this post
VIEW IN TELEGRAM
✍1👀1
🇨🇭 Global One SI - Prompt
$LUNR: NASA changing LTV procurements for accelerated timeline.
$LUNR: Intuitive Machines selected for upcoming CLPS mission to deliver NASA payloads to the Moon south polar region.
🇨🇭 Global One SI - Prompt
$LUNR: Intuitive Machines selected for upcoming CLPS mission to deliver NASA payloads to the Moon south polar region.
NASA has awarded Intuitive Machines a $180.4 million dollar contract to deliver seven payloads to the Lunar #SouthPole region. 🌕
🇨🇭 Global One SI - Prompt
$KTOS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$KTOS: Kratos scores $447M Space Force award for missile tracking ground system
The Space Force now is planning a "base" constellation of about 30 Resilient MWT MEO satellites. The program is one of three separate missile warning/tracking efforts being managed by the service, all of which are supporting the Trump administration’s ambitious Golden Dome initiative.
The award to Kratos is a follow-on to an original $55 million task order awarded to Parsons Corporation in April 2023 “to develop hardware and software solutions” and “outfit” the Space Operations Center to “enable an Epoch 1 initial launch capability,” an SSC spokesperson told Breaking Defense in an email.
The Space Force now is planning a "base" constellation of about 30 Resilient MWT MEO satellites. The program is one of three separate missile warning/tracking efforts being managed by the service, all of which are supporting the Trump administration’s ambitious Golden Dome initiative.
The award to Kratos is a follow-on to an original $55 million task order awarded to Parsons Corporation in April 2023 “to develop hardware and software solutions” and “outfit” the Space Operations Center to “enable an Epoch 1 initial launch capability,” an SSC spokesperson told Breaking Defense in an email.
🇨🇭 Global One SI - Prompt
The United States government just announced it is building a permanent base on the Moon. NASA Administrator Jared Isaacman stood before Congress, aerospace executives, and global space agencies today and made it official. He called it "humanity's first…
$RKLB / $LUNR / $RDW / $VOYG
NASA just handed the commercial space industry its biggest procurement signal in decades.
We are going back to the Moon, and this time to stay.
NASA just handed the commercial space industry its biggest procurement signal in decades.
We are going back to the Moon, and this time to stay.
🇨🇭 Global One SI - Prompt
$VELO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$VELO 3D printing is more important than ever for space and defense companies. And now look at Velo3D’s valuation, along with its strong customers and partnerships 🔥
How can this stock be so undervalued?
How can this stock be so undervalued?
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 The oil market is on FIRE, literally.
The recap of the last 24 hours 👇
→ Trump announces Iran peace deal
→ oil craters -11.5% below $87
→ Iran denies the talks ever happened
→ Ukraine strikes Russia's largest oil port
→ Massive fire erupts at a Texas oil refinery
→ Israel struck new Iranian energy facilities in Khorramshahr.
Supply is being disrupted from THREE directions simultaneously — geopolitics, war, and infrastructure disaster.
Is $92 the new ceiling or the new floor?
The recap of the last 24 hours 👇
→ Trump announces Iran peace deal
→ oil craters -11.5% below $87
→ Iran denies the talks ever happened
→ Ukraine strikes Russia's largest oil port
→ Massive fire erupts at a Texas oil refinery
→ Israel struck new Iranian energy facilities in Khorramshahr.
Supply is being disrupted from THREE directions simultaneously — geopolitics, war, and infrastructure disaster.
Is $92 the new ceiling or the new floor?
🔥1
Most people still talk about “drone stocks” as if they all do the same thing.
They do NOT.
The Nasdaq listed drone landscape is splitting into very different categories:
• $KTOS → attritable combat aircraft / CCA
• $AVAV → loitering munitions, tactical ISR, and one of the strongest public counter-UAS stacks
• $ONDS → multi-domain autonomy with layered counter-drone architecture
• $DPRO → FPV and fieldable tactical drone systems Draganfly Inc.
• $RCAT → modular ISR drones with GPS-denied navigation capability
• PARROTPA → resilient micro-UAV ISR for contested environments
And on the counter-drone side, the stack is also fragmenting:
• detection
• electronic warfare
• protocol manipulation
• hard interception
• anti-jam resilience
Key takeaway:
This is no longer a market of “drone companies.”
It is becoming a market of autonomy architectures, ISR systems, and counter-drone chains.
They do NOT.
The Nasdaq listed drone landscape is splitting into very different categories:
• $KTOS → attritable combat aircraft / CCA
• $AVAV → loitering munitions, tactical ISR, and one of the strongest public counter-UAS stacks
• $ONDS → multi-domain autonomy with layered counter-drone architecture
• $DPRO → FPV and fieldable tactical drone systems Draganfly Inc.
• $RCAT → modular ISR drones with GPS-denied navigation capability
• PARROTPA → resilient micro-UAV ISR for contested environments
And on the counter-drone side, the stack is also fragmenting:
• detection
• electronic warfare
• protocol manipulation
• hard interception
• anti-jam resilience
Key takeaway:
This is no longer a market of “drone companies.”
It is becoming a market of autonomy architectures, ISR systems, and counter-drone chains.
✍1
Most people talk about drones, AI and autonomous weapons.
Very FEW talk about the metals that make them possible.
Every autonomous system depends on specific materials:
• #Copper wiring powering motors, sensors, and electronics;
• Rare earth magnets enabling high-efficiency drone propulsion;
• #Gallium and germanium used in radar and communication systems;
• #Silver and gold inside high-reliability electronics;
•#Lithium and nickel powering batteries;
• #Uranium supplying energy for naval propulsion and strategic power systems
Modern warfare is increasingly software-defined.
But software STILL runs on hardware built from MINERALS.
As autonomous systems expand across drones, robotics, sensors and AI-enabled platforms: demand for these strategic materials will only GROW.
The next arms race will not only be about technology but it will also be about who controls the metals behind it.
Very FEW talk about the metals that make them possible.
Every autonomous system depends on specific materials:
• #Copper wiring powering motors, sensors, and electronics;
• Rare earth magnets enabling high-efficiency drone propulsion;
• #Gallium and germanium used in radar and communication systems;
• #Silver and gold inside high-reliability electronics;
•#Lithium and nickel powering batteries;
• #Uranium supplying energy for naval propulsion and strategic power systems
Modern warfare is increasingly software-defined.
But software STILL runs on hardware built from MINERALS.
As autonomous systems expand across drones, robotics, sensors and AI-enabled platforms: demand for these strategic materials will only GROW.
The next arms race will not only be about technology but it will also be about who controls the metals behind it.
✍1
Empires are not built by armies alone...
They are built on stacks of systems.
Rome’s stack looked like this:
• Natural resources (iron, gold, grain)
• Trade routes and ports
• Roads and logistics
• Monetary system (denarius, aureus)
• Roman legions
Together: these layers allowed Rome to project power across continents for centuries.
Modern powers operate on a similar stack:
• Strategic minerals (copper, rare earths, uranium)
• Global trade networks
• Energy systems
• Digital infrastructure (satellites, data centers)
• Autonomous and defense systems
The technologies changed but the structure of power did not.
They are built on stacks of systems.
Rome’s stack looked like this:
• Natural resources (iron, gold, grain)
• Trade routes and ports
• Roads and logistics
• Monetary system (denarius, aureus)
• Roman legions
Together: these layers allowed Rome to project power across continents for centuries.
Modern powers operate on a similar stack:
• Strategic minerals (copper, rare earths, uranium)
• Global trade networks
• Energy systems
• Digital infrastructure (satellites, data centers)
• Autonomous and defense systems
The technologies changed but the structure of power did not.
✍1
War is not just fought on battlefields but also fought in inflation, debt and capital flows.
The economics of war follows a pattern:
1. Energy moves first
Supply disruption → oil higher → everything becomes more expensive
2. Inflation follows
Transport, production and consumer prices rise across the system
3. Governments spend
Deficits expand fast to fund operations and replenish stockpiles
4. Debt increases
More issuance, higher interest burden, tighter long-term constraints
5. Central banks get trapped
Inflation up, growth slowing → limited room to cut rates
6. Markets reprice
Equities, bonds and commodities adjust to a new risk regime
7. #Gold and real assets gain relevance
Not from headlines, but from sustained monetary pressure
The sequence is consistent:
War → Energy → Inflation → Policy → Markets
Understanding this chain matters more than reacting to news flow.
Full framework in the one pager.
The economics of war follows a pattern:
1. Energy moves first
Supply disruption → oil higher → everything becomes more expensive
2. Inflation follows
Transport, production and consumer prices rise across the system
3. Governments spend
Deficits expand fast to fund operations and replenish stockpiles
4. Debt increases
More issuance, higher interest burden, tighter long-term constraints
5. Central banks get trapped
Inflation up, growth slowing → limited room to cut rates
6. Markets reprice
Equities, bonds and commodities adjust to a new risk regime
7. #Gold and real assets gain relevance
Not from headlines, but from sustained monetary pressure
The sequence is consistent:
War → Energy → Inflation → Policy → Markets
Understanding this chain matters more than reacting to news flow.
Full framework in the one pager.
🗿1
🇨🇭 Global One SI - Prompt
The United States government just announced it is building a permanent base on the Moon. NASA Administrator Jared Isaacman stood before Congress, aerospace executives, and global space agencies today and made it official. He called it "humanity's first…
This media is not supported in your browser
VIEW IN TELEGRAM
NASA is advancing nuclear power and propulsion in space to accomplish President Trump’s national space objectives.
With SR-1 Freedom, launching in 2028, we will demonstrate nuclear electric propulsion and deliver SkyFall helicopters to Mars.
With SR-1 Freedom, launching in 2028, we will demonstrate nuclear electric propulsion and deliver SkyFall helicopters to Mars.
👀1
🇨🇭 Global One SI - Prompt
Photo
This media is not supported in your browser
VIEW IN TELEGRAM
Unitree Robotics just filed to go public on March 20th targeting a $7 billion valuation.
Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade.
Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers.
The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market.
The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale.
This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors.
The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast.
But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers.
Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet.
Full breakdown coming soon.
$TSLA $NVDA
Most people have no idea what this company actually is. Here is why this might be the most important robotics IPO of the decade.
Unitree shipped 5,500 humanoid robots in 2025. Figure AI shipped roughly 150. Agility Robotics shipped roughly 150. Unitree did $246 million in revenue last year, up 335% year over year, and they are actually profitable. Figure AI is valued at $39 billion with near zero revenue and is still private. Unitree wants $7 billion with real numbers.
The price point is what separates them from everyone else. Their G1 humanoid sells for $13,500. Competitors charge $50,000 to $130,000. Their newest R1 humanoid launching in April starts at $4,900. Nothing comparable exists at that price anywhere in the world. They hold roughly 32% of the global humanoid market and 70% of the quadruped market.
The moat is vertical integration. They self develop over 90% of core components including motors, reducers, controllers, sensors, and all software. Real clients include PetroChina, Sinopec, State Grid, and China Mobile. This is not a research project. Product is shipping at scale.
This is listing on China's STAR Market, not Hong Kong, not the US, which makes access extremely difficult for international investors.
The risks are real. The US House Select Committee on the CCP has formally requested Unitree be blacklisted. Their robots appeared in PLA military exercises in 2024. Tariffs have already nearly tripled the US price of the G1. $TSLA Optimus is targeting sub $20,000 pricing with automotive scale manufacturing backed by $NVDA compute. If they execute, the price advantage shrinks fast.
But this is still the only profitable pure play humanoid robotics company in the world growing at 335% a year, valued at a fraction of its loss making peers.
Goldman projects the humanoid market at $38 billion by 2035. Morgan Stanley goes to $5 trillion by 2050. Unitree currently holds the largest market share of any humanoid manufacturer on the planet.
Full breakdown coming soon.
$TSLA $NVDA
✍1
Media is too big
VIEW IN TELEGRAM
Figure 03. Impressive. 🤖🦾
Just a robot tirelessly doing real work...
Just a robot tirelessly doing real work...
🇨🇭 Global One SI - Prompt
Figure 03. Impressive. 🤖🦾 Just a robot tirelessly doing real work...
* Correction: Just a robot tirelessly doing real work as fast as a human.
✍1