๐จ๐ญ Global One SI - Prompt
๐จ๐บ๐ธ๐ฎ๐ท 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.
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๐บ๐ธ The Air Force is done testing new ammo for the A-10 Thunderbolt II.
The results were straight-up devastating.
The GAU-8 cannon, Mavericks, and precision bombs shredded fortified and underground targets.
Backed by AC-130 gunships and heavy airlift, this is what modern close air support actually looks like when itโs on.
The A-10 is still a beast.
The results were straight-up devastating.
The GAU-8 cannon, Mavericks, and precision bombs shredded fortified and underground targets.
Backed by AC-130 gunships and heavy airlift, this is what modern close air support actually looks like when itโs on.
The A-10 is still a beast.
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๐บ๐ธ๐ฎ๐ทThe war nobody is framing correctly is about the dollar, not the nukes...
Iran was selling 90% of its oil to China in yuan. Not dollars.
It was part of a broader BRICS push to bypass the dollar in global energy trade. Venezuela was doing the same.
Trump took out both within weeks of each other. That's not a coincidence.
The entire American economic model runs on one assumption: the world buys and sells oil in dollars, and those dollars get recycled back into U.S. debt.
The GCC is the engine of that system.
Saudi Arabia, UAE, Qatar, Kuwait, and Bahrain sell oil in dollars and reinvest the proceeds into American assets.
That cycle funds the $39 trillion in national debt that keeps the American economy functioning.
Iran threatened that system in two ways. It sold oil outside the dollar.
And it had the military capability to threaten the GCC nations that anchor the petrodollar.
A nuclear-armed Iran could eventually coerce its neighbors into abandoning the dollar entirely.
Now look at what the war actually achieved.
Iran's ability to threaten the GCC militarily is being degraded.
Gulf states that were quietly diversifying toward China are now completely dependent on American protection again.
The F-35 sale to Saudi Arabia locks Riyadh into the U.S. weapons ecosystem for decades.
And every Iranian oil sale in yuan that gets taken offline is a sale that reverts back to dollars.
The consequences if this fails are existential.
If the U.S. withdraws from the Middle East without securing the petrodollar system, the GCC could become client states of whoever guarantees their security next.
Japan and South Korea would question American reliability.
Europe would accelerate its pivot away from Washington.
Dollar demand collapses and America can no longer finance its debt.
That's why there's no real off-ramp.
The nukes are the justification. The missiles are the pretext.
The dollar is the reason.
And the people paying the price are everyone caught in between.
Source: CNBC, Breaking Points, WSJ
Iran was selling 90% of its oil to China in yuan. Not dollars.
It was part of a broader BRICS push to bypass the dollar in global energy trade. Venezuela was doing the same.
Trump took out both within weeks of each other. That's not a coincidence.
The entire American economic model runs on one assumption: the world buys and sells oil in dollars, and those dollars get recycled back into U.S. debt.
The GCC is the engine of that system.
Saudi Arabia, UAE, Qatar, Kuwait, and Bahrain sell oil in dollars and reinvest the proceeds into American assets.
That cycle funds the $39 trillion in national debt that keeps the American economy functioning.
Iran threatened that system in two ways. It sold oil outside the dollar.
And it had the military capability to threaten the GCC nations that anchor the petrodollar.
A nuclear-armed Iran could eventually coerce its neighbors into abandoning the dollar entirely.
Now look at what the war actually achieved.
Iran's ability to threaten the GCC militarily is being degraded.
Gulf states that were quietly diversifying toward China are now completely dependent on American protection again.
The F-35 sale to Saudi Arabia locks Riyadh into the U.S. weapons ecosystem for decades.
And every Iranian oil sale in yuan that gets taken offline is a sale that reverts back to dollars.
The consequences if this fails are existential.
If the U.S. withdraws from the Middle East without securing the petrodollar system, the GCC could become client states of whoever guarantees their security next.
Japan and South Korea would question American reliability.
Europe would accelerate its pivot away from Washington.
Dollar demand collapses and America can no longer finance its debt.
That's why there's no real off-ramp.
The nukes are the justification. The missiles are the pretext.
The dollar is the reason.
And the people paying the price are everyone caught in between.
Source: CNBC, Breaking Points, WSJ
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๐จ๐ญ Global One SI - Prompt
Space investors who didn't buy this dip when space stocks hit ATH again in a few months
Space data is growing with the war and space economy!
I think this 3 opportunity is deserved to pay more attention!
The whole geopolitical landscape is shifting, and governments are suddenly realizing they don't have the time or money to build their own sovereign satellites.
They are panic-buying commercial space data as a service.
Just look at the raw numbers from spire global ($SPIR).
They just posted 44% q4 core revenue growth and are guiding to an insane 50% growth in 2026
They have an active fleet of about 100 payloads acting as a persistent global sensor network, tracking 190,000 aircraft daily
They are aggressively expanding their radio frequency geolocation (rfgl) capacity by 15x this year alone
They are chasing high 8-figure to low 9-figure sovereign deals across 17 different countries right now
Itโs not just spire. blacksky ($BKSY) just exited 2025 with $107 million in revenue and a massive 345 million backlog
Rhen you have planetlabs ($PL) putting up a record $86.8 million q4, with their defense and intelligence sector exploding over 50% year-over-year
They just bagged a 9-figure deal with the swedish armed forces to deliver a rapid suite of satellites and space-based data
The business logic is undeniable. we are transitioning from risky hardware bets to high-margin, recurring revenue saas models in space.
These companies are literally taxing the intelligence flow of the planet.
I might be heavily biased here because i absolutely love a software-as-a-service moat.
My logic could definitely crash and burn if government appropriations freeze up again or if these companies burn through their cash piles before reaching free cash flow.
Building constellations is still brutally capital intensive.
But the transition is happening right in front of us.
These companies are building the ultimate toll road for global intelligence.
Are you buying the orbital data monopoly, or are you still chasing the rocket hardware hype?
I think this 3 opportunity is deserved to pay more attention!
The whole geopolitical landscape is shifting, and governments are suddenly realizing they don't have the time or money to build their own sovereign satellites.
They are panic-buying commercial space data as a service.
Just look at the raw numbers from spire global ($SPIR).
They just posted 44% q4 core revenue growth and are guiding to an insane 50% growth in 2026
They have an active fleet of about 100 payloads acting as a persistent global sensor network, tracking 190,000 aircraft daily
They are aggressively expanding their radio frequency geolocation (rfgl) capacity by 15x this year alone
They are chasing high 8-figure to low 9-figure sovereign deals across 17 different countries right now
Itโs not just spire. blacksky ($BKSY) just exited 2025 with $107 million in revenue and a massive 345 million backlog
Rhen you have planetlabs ($PL) putting up a record $86.8 million q4, with their defense and intelligence sector exploding over 50% year-over-year
They just bagged a 9-figure deal with the swedish armed forces to deliver a rapid suite of satellites and space-based data
The business logic is undeniable. we are transitioning from risky hardware bets to high-margin, recurring revenue saas models in space.
These companies are literally taxing the intelligence flow of the planet.
I might be heavily biased here because i absolutely love a software-as-a-service moat.
My logic could definitely crash and burn if government appropriations freeze up again or if these companies burn through their cash piles before reaching free cash flow.
Building constellations is still brutally capital intensive.
But the transition is happening right in front of us.
These companies are building the ultimate toll road for global intelligence.
Are you buying the orbital data monopoly, or are you still chasing the rocket hardware hype?
โ1
๐จ๐ญ Global One SI - Prompt
๐จ Artemis IIโs BIGGEST milestones are tomorrow. Hereโs when theyโll happen: ๐1:56 PM ET (1756 UTC) Crew surpasses the Apollo 13 distance record ๐2:45 PM ET (1845 UTC) Lunar observation period begins ๐6:47 PM ET (2247 UTC) Loss of signal expected as Orionโฆ
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Today, the Artemis II crew will break the record for how far humans have traveled from Earth as they fly around the far side of the Moon.
Coverage begins at 1 p.m. EDT (1700 UTC). Watch Artemis II make history: nasa.gov/ways-to-watch/
nasa.gov/gallery/journey-to-the-moon/
Coverage begins at 1 p.m. EDT (1700 UTC). Watch Artemis II make history: nasa.gov/ways-to-watch/
nasa.gov/gallery/journey-to-the-moon/
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Franceโs central bank sold 129 tonnes of French gold stored in New York, bought equivalent gold in Europe that meets current standards, and recorded a โฌ12.8bn gain due to higher #gold prices.
All French gold reserves are now held in Paris.
All French gold reserves are now held in Paris.
$LWLG $POET $AAOI and $AEHR are the rocket fuel for 2026/27๐ฅ
$LWLG: Electro-Optic Polymers = light-speed performance at 1.6T+ with zero heat headaches for the competition. The ultimate Game-Changer for energy-efficient AI.
$POET: Optical Interposer Tech - tiny, scalable, already in pilot production. Next-level Co-Packaged Optics ready to explode.
$AAOI: Fully integrated, 1.6T transceivers shipping like crazy. The underdog with the strongest margins in the game.
$AEHR: The Wafer-Test King. Every new AI chip needs Aehr - pure recurring-revenue machine.
AI is devouring data like never before.
Cables, lasers, and networks are the bottleneck - and these four are building exactly what the Big Boys desperately need.
$LWLG: Electro-Optic Polymers = light-speed performance at 1.6T+ with zero heat headaches for the competition. The ultimate Game-Changer for energy-efficient AI.
$POET: Optical Interposer Tech - tiny, scalable, already in pilot production. Next-level Co-Packaged Optics ready to explode.
$AAOI: Fully integrated, 1.6T transceivers shipping like crazy. The underdog with the strongest margins in the game.
$AEHR: The Wafer-Test King. Every new AI chip needs Aehr - pure recurring-revenue machine.
AI is devouring data like never before.
Cables, lasers, and networks are the bottleneck - and these four are building exactly what the Big Boys desperately need.
โ1
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Engineering is the art of making ideas real
Since last monday's local bottom, here's how these names have moved:
๐ข $ONDS โ 20%
๐ข $AVAV โ 6%
๐ข $RCAT โ 15%
๐ข $KTOS โ 7%
๐ข $AMPX โ 10%
๐ข $UMAC โ 24%
๐ข $PL โ 32%
๐ข $RKLB โ 21%
๐ข $ONDS โ 20%
๐ข $AVAV โ 6%
๐ข $RCAT โ 15%
๐ข $KTOS โ 7%
๐ข $AMPX โ 10%
๐ข $UMAC โ 24%
๐ข $PL โ 32%
๐ข $RKLB โ 21%