🇹🇼TSMC makes 90% of the world's most advanced chips

Its fabs run on energy that flows through the Strait of Hormuz

🇮🇷Iran just made that everyone's AI problem

This is the story the tech press hasn't fully connected yet and it changes the strategic geography of the AI race.

Executives across Taiwan's electronics supply chain are warning of simultaneous price spikes and shortages hitting:

→ Lasers for optical transceivers and datacenter networking gear
→ High-layer printed circuit boards
→ Specialty chemicals, packaging materials, and semiconductor inputs
→ Freight and insurance costs even for firms with zero direct Gulf exposure

2 forces are colliding:

1. The Iran war and Hormuz disruption are driving energy and shipping costs through Asia's manufacturing base.

2. The AI boom is consuming components and materials faster than capacity can respond.

Together, they are hard wiring a cost shock into the supply chain that built the modern technology economy.

⚠️ And there is no escape.

Asia's tech complex is not just exposed to Hormuz through energy.

It is exposed through materials (Helium, Sulphur, Bromine) Critical chemicals that move through the Gulf system and feed directly into chip fabrication.

When the strait tightens, the fab feels it.

Data center power costs run at roughly 50% of operating expenditure.

When LNG and diesel spike like now, AI training and inference economics break.

Enough to shift margins, delay capex, and redirect investment.

🇺🇸 The United States has domestic natural gas not exposed to Hormuz in the same structural way.

The hyperscalers (Microsoft, Google, Amazon, Meta) are sitting on AI capex programmes measured in hundreds of billions, with the balance sheets and pricing power to absorb cost shocks.

TSMC, Samsung Semiconductor, and SK hynix are not going anywhere in the near term.

It is about direction of travel.

Every month Hormuz stays disrupted, Asia's cost base ratchets higher energy, materials, freight, lead times while the US and allied ecosystems accumulate relative advantage in the 2 things that define the next decade:

secure energy and AI infrastructure.

The Iran war didn't start as a tech story
It has become one.

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

Europe this summer 🤣

Phoenix is a donut-shaped space capsule made by Germany’s Atmos Space Cargo.

It has an inflatable heat shield and can carry payloads back from space to Earth.

The capsule completed one orbit aboard a SpaceX Falcon 9 and safely splashed down near Brazil on April 23, 2025.

atmos-space-cargo.com

$OKLO $NNE $LEU $NEE $BWXT | EU aims to deploy its first SMRs by early 2030s, scaling to 53GW by 2050.

Backed by a 2026 strategy and €200M guarantee, these modular reactors will power industrial clusters and AI data centers, providing baseload stability alongside renewables.

One year since Liberation Day:

• $SNDK +1,354%
• $PL +758%
• $ONDS +694%
• $IREN +404%
• $CIFR +377%
• $NBIS +317%
• $MU +315%
• $ASTS +275%
• $RKLB +239%
• $AMD +104%
• $ASML +103%
• $TSM +100%
• $GOOGL +90%
• $AVGO +82%
• $PLTR +68%
• $HOOD +64%
• $NVDA +59%

Perplexity Computer can now help prepare your federal tax return.

Select “Navigate my taxes” on Computer to give it a shot.

Accountants with 3 PhD’s in finance reading this right now

The Space Force is ready to ingest a large expected budget boost for fiscal 2027, with plans to expand current capabilities and move faster to field capabilities currently under development, Chief of Space Operations Gen. Chance Saltzman said yesterday.

He stressed that this is the first time there has been widespread agreement that the Space Force needs not just to grow, but to "accelerate" its growth to meet the threats.

The service "can’t wait five, six, seven years to do what we need to do. We need to be there in two years, three years. And it looks like the resourcing is going to now match those aspirations," Saltzman said.

Yes... In case anyone was wondering, $MSFT Microsoft still sucks in space.

It's because you can't open windows in space 😂

It did make me think of this scene

Top 100 24h Gainers 🚀

STABLE    $0.0299        +8.70% 
VVV          $7.40            +6.74% 
M              $2.49            +3.25% 
NIGHT      $0.0474        +2.98% 
ADI          $4.34            +1.74% 

Top 100 24h Losers 🔻

UNI          $3.20            -12.01%
ENA          $0.0812        -11.09%
CRV          $0.2063        -7.58% 
ETHFI      $0.4430        -7.45% 
PENGU      $0.006196    -7.01%

NASA’s mission to orbit the Moon is being interrupted by Outlook (New) and Outlook (classic) both refusing to open 😂

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

Running a small business and chasing late invoices is a part-time job nobody signed up for.

KiloClaw's "Late Payment Collection System" watches your outstanding invoices, sends follow-ups on a schedule, escalates when needed, and keeps a log of every touchpoint. You stop being the bad guy. Your bot handles it. 🤖

Set it up in minutes: kilo.ai/kiloclaw/openclaw-for-small-business

🚨: Many are pointing out how different Artemis II’s Orion spacecraft interior is compared to #SpaceX’s Dragon

"You either make a deal, or we blow your 'shit' up that allows you to function as a society." -Lindsey Graham 4/2/2026

Sony officially raised gaming console prices today due to the memory shortage.

The PS5 PRO now costs a staggering $899!

Space stocks ranked by market cap:

$SIDU ~ 184 Million
$SATL ~ 932 Million
$BKSY ~ 1.11 Billion
$VOYG ~ 1.53 Billion
$RDW ~ 1.83 Billion
$LUNR ~ 5.01 Billion
$PL ~ 12.12 Billion
$ASTS ~ 33.91 Billion
$RKLB ~ 37.64 Billion

SpaceX IPO ~ 1.75 Trillion

This value gap continues to close in the next few days, weeks, and months IMO.

I like #SIDU and #SATL right now.