Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump just floated taking Iran's oil
Then walked it back in the same sentence.
That's negotiating.
Read between the lines:
🛢️ "We could just take Iran's oil" the threat
🕊️ "People want to win and come home" the exit ramp
💰 "We have a lot of oil" the leverage
This is Trump telling Iran exactly what's on the table.
Full occupation and seizure of oil fields.
Or a deal.
Iran sits on the 4th largest oil reserves on the planet.
If the US took them that's a generational energy play.
Which is exactly why the market is listening very carefully to every word.
Then walked it back in the same sentence.
That's negotiating.
Read between the lines:
🛢️ "We could just take Iran's oil" the threat
🕊️ "People want to win and come home" the exit ramp
💰 "We have a lot of oil" the leverage
This is Trump telling Iran exactly what's on the table.
Full occupation and seizure of oil fields.
Or a deal.
Iran sits on the 4th largest oil reserves on the planet.
If the US took them that's a generational energy play.
Which is exactly why the market is listening very carefully to every word.
✍1
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When you realize it was never just a meme
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Trump's number is wrong.
The strategy behind it is genius.
China doesn't get 90% of its oil from Hormuz.
The real number is closer to 50-55%.
For reference maybe he was thinking about Iran that's selling 90% of it's oil to China.
But here's why the exaggeration doesn't matter.
The strategic move is real
Think about what Trump is actually doing
If China has to guard Hormuz:
→ Chinese naval assets move to the Middle East
→ The Taiwan Strait gets less covered
→ Beijing has to choose between its oil supply and its Taiwan ambitions
→ China either lets Iran lose a key protector or gets pulled into the conflict
It's a forced choice.
Guard your oil or guard your future.
You can't do both.
Trump isn't giving Hormuz to China.
He's handing Beijing a problem that drains its military focus, its diplomatic capital and its budget.
And the 90% number? Doesn't need to be accurate.
It just needs to make China feel responsible.
The strategy behind it is genius.
China doesn't get 90% of its oil from Hormuz.
The real number is closer to 50-55%.
For reference maybe he was thinking about Iran that's selling 90% of it's oil to China.
But here's why the exaggeration doesn't matter.
The strategic move is real
Think about what Trump is actually doing
If China has to guard Hormuz:
→ Chinese naval assets move to the Middle East
→ The Taiwan Strait gets less covered
→ Beijing has to choose between its oil supply and its Taiwan ambitions
→ China either lets Iran lose a key protector or gets pulled into the conflict
It's a forced choice.
Guard your oil or guard your future.
You can't do both.
Trump isn't giving Hormuz to China.
He's handing Beijing a problem that drains its military focus, its diplomatic capital and its budget.
And the 90% number? Doesn't need to be accurate.
It just needs to make China feel responsible.
✍2
🇨🇭 Global One SI - Prompt
What will the Artemis-2 astronauts do during the entire 10-day mission? Day by day overview: Day 1. Launch. Launch on the SLS rocket, stage separation, orbital insertion. Maneuvers around the spent stage, initial system checks, change from spacesuits to…
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The Orion spacecraft successfully separated from the upper stage of the rocket, and the "proximity operations" test is underway. The Artemis II astronauts are manually piloting Orion similarly to how they would if they were docking with another spacecraft.
🇨🇭 Global One SI - Prompt
$HIMS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
3 stock I think will bounce back in 2026.
1. $HIMS
HIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable.
HIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers.
At the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant.
With recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible.
The stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform.
1. $HIMS
HIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI TAM is still unclear how it will develop, the GLP-1 wave is quite predictable.
HIMS just needs to bring the products to the customer. The more customers they can bring to the platform, the more attractive HIMS will be to peptide producers.
At the moment we have 2 GLP-1 producers, $NVO and $LLY. This will increase in the near future. $ROP, $PFE, and $VKTX are all working on their own peptide variant.
With recent acquisitions in Europe, HIMS is making sure they are ideally positioned to reach as many customers as possible.
The stock was at $70 when the Novo deal collapsed. In the meantime, they made some great acquisitions and started some great initiatives such as HERS and Hims Labs to attract more customers to the platform.