It's starting in Europe🇪🇺
Italy just rationed jet fuel at four airports.
This is an operational crisis.
The managed demand destruction I've been writing about for weeks just landed on European soil.
Think about what this means:
✈️ Flights getting turned away without fuel
🛫 Airlines forced to carry extra fuel from other airports
burning more to save more
💸 Ticket prices about to reflect what's happening on the ground
Italy is just the 1st.
Remember the timeline:
🔴 Asia already in crisis
🟠 Middle East rationing
🟡 Europe Mid-April. It's April 6th.
The wave arrived early.
Hormuz has been closed for weeks.
Jet fuel is 20% of global seaborne diesel trade all of it moving through the Hormuz strait.
When Australia's PM asked citizens to take the bus people called it an overreaction.
When Italian airports start turning away planes
It's no longer an overreaction.
This is what oil looks like in real life.
At the departure gate.
Italy just rationed jet fuel at four airports.
This is an operational crisis.
The managed demand destruction I've been writing about for weeks just landed on European soil.
Think about what this means:
✈️ Flights getting turned away without fuel
🛫 Airlines forced to carry extra fuel from other airports
burning more to save more
💸 Ticket prices about to reflect what's happening on the ground
Italy is just the 1st.
Remember the timeline:
🔴 Asia already in crisis
🟠 Middle East rationing
🟡 Europe Mid-April. It's April 6th.
The wave arrived early.
Hormuz has been closed for weeks.
Jet fuel is 20% of global seaborne diesel trade all of it moving through the Hormuz strait.
When Australia's PM asked citizens to take the bus people called it an overreaction.
When Italian airports start turning away planes
It's no longer an overreaction.
This is what oil looks like in real life.
At the departure gate.
✍1
YOU only NEED two quantum stocks 🔥
$INFQ has deployed the UK’s only operational 100‑physical‑qubit Sqale at the National Quantum Computing Centre, and $XNDU just listed on Nasdaq with a photonics + PennyLane software stack - together they form a hardware + software axis that can drive real commercial quantum adoption over the next decade.
Why INFQ and XNDU are a credible duopoly for the next decade
• INFQ’s neutral‑atom hardware is fielded at national scale. The Sqale platform reached operational status at the UK NQCC in December 2025, giving researchers and industry access to a 100‑physical‑qubit neutral‑atom system for benchmarking, error‑correction experiments, and application development - an important step from lab demo to national infrastructure.
• Xanadu pairs photonic hardware with a software flywheel. Xanadu’s Nasdaq listing created a public‑market vehicle and capital to scale its Aurora photonic roadmap while expanding PennyLane, an open‑source quantum ML library that many developers already use to build hybrid quantum‑classical models. That combination accelerates enterprise pilots and cloud integrations.
How their strengths complement rather than compete
• Different physics, different use cases. Neutral atoms emphasize scalability and coherence for scientific, defense, and materials workloads; photonics emphasizes room‑temperature operation and fiber/telecom compatibility, which maps naturally to AI and cloud ML pipelines. This means both can capture distinct enterprise demand rather than fight over the same niche.
• Proof + developer adoption = commercial traction. INFQ’s national deployment signals procurement and government trust; Xanadu’s software ecosystem creates developer lock‑in that drives recurring cloud usage and services revenue. Together they cover the two most reliable commercialization levers: trusted hardware contracts and sticky software platforms.
INFQ’s national‑scale neutral‑atom deployment + XNDU’s photonic hardware and PennyLane ecosystem is the most credible, investable narrative in quantum today - one plays sovereign infrastructure, the other plays developer and AI adoption.
Share this thesis if you want the market to wake up to the hardware + software duopoly shaping the next decade 📈
$INFQ has deployed the UK’s only operational 100‑physical‑qubit Sqale at the National Quantum Computing Centre, and $XNDU just listed on Nasdaq with a photonics + PennyLane software stack - together they form a hardware + software axis that can drive real commercial quantum adoption over the next decade.
Why INFQ and XNDU are a credible duopoly for the next decade
• INFQ’s neutral‑atom hardware is fielded at national scale. The Sqale platform reached operational status at the UK NQCC in December 2025, giving researchers and industry access to a 100‑physical‑qubit neutral‑atom system for benchmarking, error‑correction experiments, and application development - an important step from lab demo to national infrastructure.
• Xanadu pairs photonic hardware with a software flywheel. Xanadu’s Nasdaq listing created a public‑market vehicle and capital to scale its Aurora photonic roadmap while expanding PennyLane, an open‑source quantum ML library that many developers already use to build hybrid quantum‑classical models. That combination accelerates enterprise pilots and cloud integrations.
How their strengths complement rather than compete
• Different physics, different use cases. Neutral atoms emphasize scalability and coherence for scientific, defense, and materials workloads; photonics emphasizes room‑temperature operation and fiber/telecom compatibility, which maps naturally to AI and cloud ML pipelines. This means both can capture distinct enterprise demand rather than fight over the same niche.
• Proof + developer adoption = commercial traction. INFQ’s national deployment signals procurement and government trust; Xanadu’s software ecosystem creates developer lock‑in that drives recurring cloud usage and services revenue. Together they cover the two most reliable commercialization levers: trusted hardware contracts and sticky software platforms.
INFQ’s national‑scale neutral‑atom deployment + XNDU’s photonic hardware and PennyLane ecosystem is the most credible, investable narrative in quantum today - one plays sovereign infrastructure, the other plays developer and AI adoption.
Share this thesis if you want the market to wake up to the hardware + software duopoly shaping the next decade 📈
THE NIGHTMARE SCENARIO NOBODY IS TALKING ABOUT
AN OIL + DOLLAR SHORTAGE
The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil.
Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil.
The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown.
The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis.
Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars.
This energy crisis could very well be the beginning of Brent Johnson's #SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.
AN OIL + DOLLAR SHORTAGE
The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil.
Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil.
The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown.
The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis.
Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars.
This energy crisis could very well be the beginning of Brent Johnson's #SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.
✍1
🇨🇭 Global One SI - Prompt
MIT students developed a magnetically controlled, shape shifting robot that can turn into anything.
This media is not supported in your browser
VIEW IN TELEGRAM
MIT’s Self-Folding Origami #Robot Transforms from Flat Sheet to Crawling, Climbing, Swimming Machine
#calendar
⚡️ Calendar of key events for this week:
Monday, April 6:
🇺🇸 USA - Non-Manufacturing PMI (March)
Tuesday, April 7:
🇨🇳 China - No trading (Qingming)
🇺🇸 USA - Durable Goods Orders (Feb)
Wednesday, April 8:
🔥 USA, Iran - Deadline for Donald Trump's ultimatum to open the Strait of Hormuz
🇺🇸 USA - Minutes from the last Fed meeting
Thursday, April 9:
🔥 USA - GDP (Q4 2025, prelim.)
🔥 USA - PCE Price index (Feb)
🇺🇸 USA - Initial Jobless Claims
🇺🇸 USA - Fed balance sheet
Friday, April 10:
🔥 USA - CPI consumer inflation (March)
🇺🇸 USA - Consumer inflation expectations (Apr)
⚡️ Calendar of key events for this week:
Monday, April 6:
🇺🇸 USA - Non-Manufacturing PMI (March)
Tuesday, April 7:
🇨🇳 China - No trading (Qingming)
🇺🇸 USA - Durable Goods Orders (Feb)
Wednesday, April 8:
🔥 USA, Iran - Deadline for Donald Trump's ultimatum to open the Strait of Hormuz
🇺🇸 USA - Minutes from the last Fed meeting
Thursday, April 9:
🔥 USA - GDP (Q4 2025, prelim.)
🔥 USA - PCE Price index (Feb)
🇺🇸 USA - Initial Jobless Claims
🇺🇸 USA - Fed balance sheet
Friday, April 10:
🔥 USA - CPI consumer inflation (March)
🇺🇸 USA - Consumer inflation expectations (Apr)
This media is not supported in your browser
VIEW IN TELEGRAM
🇺🇸The U.S. Army uses a fast mobile rocket system called HIMARS. $LMT
It's basically a lighter version of the bigger M270 launcher mounted on a truck.
It can be flown in on a C-130 and be ready to fire in just 15 minutes.
The crew drives it close to the fight, gets target coordinates, launches missiles, and quickly moves to a new spot to avoid being hit.
One of its key weapons is the Precision Strike Missile. It uses GPS to accurately hit deep targets with a powerful warhead.
When working with F-35 fighter jets, the jet spots enemy targets and sends the coordinates so HIMARS can strike them quickly and precisely.
It's basically a lighter version of the bigger M270 launcher mounted on a truck.
It can be flown in on a C-130 and be ready to fire in just 15 minutes.
The crew drives it close to the fight, gets target coordinates, launches missiles, and quickly moves to a new spot to avoid being hit.
One of its key weapons is the Precision Strike Missile. It uses GPS to accurately hit deep targets with a powerful warhead.
When working with F-35 fighter jets, the jet spots enemy targets and sends the coordinates so HIMARS can strike them quickly and precisely.
✍1
🇨🇭 Global One SI - Prompt
🇺🇸The U.S. Army uses a fast mobile rocket system called HIMARS. $LMT It's basically a lighter version of the bigger M270 launcher mounted on a truck. It can be flown in on a C-130 and be ready to fire in just 15 minutes. The crew drives it close to the…
This media is not supported in your browser
VIEW IN TELEGRAM
🇺🇸🇮🇷 The Pentagon has put together contingency plans for possible limited ground raids inside Iran.
According to reports, these would involve Special Operations forces and some conventional infantry units, not a full invasion.
Source: U.S. Defense News
According to reports, these would involve Special Operations forces and some conventional infantry units, not a full invasion.
Source: U.S. Defense News
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
Elon Musk perfectly explains why fully reusable orbital rockets are insanely hard to build
Our Earth has quite strong gravity and thick atmosphere. With known physics, building a fully reusable orbital rocket is only barely possible
"If this was a video game, the setting is 'Extreme Difficulty.' Not impossible, but extreme difficulty"
Because the physics are so unforgiving, everything has to be perfect. You can't just have a "good" rocket
You need:
• Exceptionally efficient engines
• An incredibly optimized, lightweight structure
• Advanced avionics and software
• A revolutionary, ultra-light heat shield for orbital reentry
There is zero margin for error. This is why making life multi-planetary is the hardest engineering challenge in human history
Our Earth has quite strong gravity and thick atmosphere. With known physics, building a fully reusable orbital rocket is only barely possible
"If this was a video game, the setting is 'Extreme Difficulty.' Not impossible, but extreme difficulty"
Because the physics are so unforgiving, everything has to be perfect. You can't just have a "good" rocket
You need:
• Exceptionally efficient engines
• An incredibly optimized, lightweight structure
• Advanced avionics and software
• A revolutionary, ultra-light heat shield for orbital reentry
There is zero margin for error. This is why making life multi-planetary is the hardest engineering challenge in human history
👀1
🇨🇭 Global One SI - Prompt
Iranian Revolutionary Guard elements were harvested by Apache aerial fire. Every time a group of Iranian Revolutionary Guards tried to approach the American pilot,
This media is not supported in your browser
VIEW IN TELEGRAM
🚨🇺🇸🇮🇷 Pave Hawks flying low at just 50 feet.
A-10s unleash suppressive fire while fighter jets secure air superiority. PJs drop straight into combat to extract a single individual.
The clip shows how CSAR operations unfold step by step.
A-10s unleash suppressive fire while fighter jets secure air superiority. PJs drop straight into combat to extract a single individual.
The clip shows how CSAR operations unfold step by step.
⚡1🏆1
🇨🇭 Global One SI - Prompt
Handy comparison between the Apollo's command module and Orion. Orion is slightly taller and four feet wider. Habitable volume = 210ft^3 vs 314ft^3
🚨 Artemis II’s BIGGEST milestones are tomorrow. Here’s when they’ll happen:
📍1:56 PM ET (1756 UTC) Crew surpasses the Apollo 13 distance record
📍2:45 PM ET (1845 UTC) Lunar observation period begins
📍6:47 PM ET (2247 UTC) Loss of signal expected as Orion heads behind the Moon (~40 min)
📍7:02 PM ET (2302 UTC) Closest approach to the Moon
📍7:05 PM ET (2305 UTC) Orion reaches its furthest point from Earth
Tomorrow is going to be HISTORIC!
📍1:56 PM ET (1756 UTC) Crew surpasses the Apollo 13 distance record
📍2:45 PM ET (1845 UTC) Lunar observation period begins
📍6:47 PM ET (2247 UTC) Loss of signal expected as Orion heads behind the Moon (~40 min)
📍7:02 PM ET (2302 UTC) Closest approach to the Moon
📍7:05 PM ET (2305 UTC) Orion reaches its furthest point from Earth
Tomorrow is going to be HISTORIC!