The dagger⚔️
The gun🔫
The phone📱
The chip🤖
NVIDIA is worth 2.5x Saudi aramco
The market thinks chips beat barrels🛢️
Tech owns the global top 10 and Oil looks like yesterday's game.
But every Nvidia GPU runs on minerals China controls at 90%.
Every data center needs power.
And the world's most advanced chips are made in an island Beijing has publicly said it intends to take.
The AI era looks weightless.... It isn't.
In my latest article I cover what the market is missing:
→ How China built a processing monopoly over every material that matters, while the West wasn't watching
→ Why Taiwan is not a sovereignty dispute but the central node of AI hardware
→ What Venezuela, Iran, and Russia have in common right now
→ Why Europe is more trapped than it admits
→ 4 ways the Iran war ends and what each one costs China
The fight over this era's weapon has already started.
Most people just haven't noticed yet.
The gun🔫
The phone📱
The chip🤖
NVIDIA is worth 2.5x Saudi aramco
The market thinks chips beat barrels🛢️
Tech owns the global top 10 and Oil looks like yesterday's game.
But every Nvidia GPU runs on minerals China controls at 90%.
Every data center needs power.
And the world's most advanced chips are made in an island Beijing has publicly said it intends to take.
The AI era looks weightless.... It isn't.
In my latest article I cover what the market is missing:
→ How China built a processing monopoly over every material that matters, while the West wasn't watching
→ Why Taiwan is not a sovereignty dispute but the central node of AI hardware
→ What Venezuela, Iran, and Russia have in common right now
→ Why Europe is more trapped than it admits
→ 4 ways the Iran war ends and what each one costs China
The fight over this era's weapon has already started.
Most people just haven't noticed yet.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Is The US really leaving Hormuz?
They import 0.4 million barrels/day through it
Guess who imports 5.4 million?
🇨🇳 China 5.4 mb/d
🇮🇳 India 2.1 mb/d
🌏 Rest of Asia 2.0 mb/d
🇰🇷 South Korea 1.7 mb/d
🇯🇵 Japan 1.6 mb/d
🇪🇺 Europe 0.5 mb/d
🇺🇸 US 0.4 mb/d
America guarded the world's most critical oil chokepoint for 80 years.
And the country that needs Hormuz most is the one that's been buying Iranian oil on the cheap and blocking every sanctions effort.
Beijing has a $5.4 million barrels/day problem.
The geopolitics of who fills that vacuum is the most important story of 2026.
They import 0.4 million barrels/day through it
Guess who imports 5.4 million?
🇨🇳 China 5.4 mb/d
🇮🇳 India 2.1 mb/d
🌏 Rest of Asia 2.0 mb/d
🇰🇷 South Korea 1.7 mb/d
🇯🇵 Japan 1.6 mb/d
🇪🇺 Europe 0.5 mb/d
🇺🇸 US 0.4 mb/d
America guarded the world's most critical oil chokepoint for 80 years.
And the country that needs Hormuz most is the one that's been buying Iranian oil on the cheap and blocking every sanctions effort.
Beijing has a $5.4 million barrels/day problem.
The geopolitics of who fills that vacuum is the most important story of 2026.
🇨🇭 Global One SI - Prompt
$LLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
FDA approves $LLY Eli Lilly’s Foundayo, the first daily GLP-1 pill without food restrictions.
Cleared in 50 days via the CNPV program, the drug delivered 12.4% weight loss in trials. Sales begin April 6 through LillyDirect for as low as $25.
Cleared in 50 days via the CNPV program, the drug delivered 12.4% weight loss in trials. Sales begin April 6 through LillyDirect for as low as $25.
HOT STOCKS 04/2026 🔥
$VPG
$SIVE
$AAOI
$POET
$OUST
$SPAI
$BKSY
$SPIR
$AEHR
$SILC
What's your favorite?
$VPG
$SIVE
$AAOI
$POET
$OUST
$SPAI
$BKSY
$SPIR
$AEHR
$SILC
What's your favorite?
CNBC: SpaceX has confidentially filed for an IPO, setting up what could become the largest U.S. public offering ever.
A confidential filing means SpaceX has started SEC review in private, while delaying the release of its financials until shortly before investor marketing begins.
#SpaceX business mix: Reusable rocket launch, Starlink, defense contracts, and a very close xAI ties create businesses that reinforce each other.
#Starlink adds recurring internet revenue, and that combination helps explain reports of a $1.25T to $1.75T valuation and a possible $75B raise.
A confidential filing means SpaceX has started SEC review in private, while delaying the release of its financials until shortly before investor marketing begins.
#SpaceX business mix: Reusable rocket launch, Starlink, defense contracts, and a very close xAI ties create businesses that reinforce each other.
#Starlink adds recurring internet revenue, and that combination helps explain reports of a $1.25T to $1.75T valuation and a possible $75B raise.
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