🇨🇭 Global One SI - Prompt
$CIFR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Reminder... #CipherInc
✅ 15-year HPC hosting lease with #AWS
✅ 300MW gross capacity
✅~$5.5B in contracted revenue
📅 Lease starts October 2026
🔄 3x five-year extension options available
🤝 #amazon guarantees all base rent & operating expenses
Black Pearl is what a locked-in, long-term AI infrastructure deal looks like!!! 🔥🔥🔥 $CIFR $AMZN
✅ 15-year HPC hosting lease with #AWS
✅ 300MW gross capacity
✅~$5.5B in contracted revenue
📅 Lease starts October 2026
🔄 3x five-year extension options available
🤝 #amazon guarantees all base rent & operating expenses
Black Pearl is what a locked-in, long-term AI infrastructure deal looks like!!! 🔥🔥🔥 $CIFR $AMZN
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🇨🇭 Global One SI - Prompt
$ORCL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🚨JUST IN STARGATE: Pimco is in talks to provide $14 BILLION for $ORCL Michigan data center
The campus aims to power applications for OpenAI with over 1 GW of capacity
The campus aims to power applications for OpenAI with over 1 GW of capacity
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
💥BREAKING: Iran's military says it has added Saudi Arabia's Aramco, its east-west pipeline, as well as the UAE's pipeline to a list of targets if Trump attacks Iranian power plants
🚨🇺🇸 BREAKING: The U.S. Air Force plans to spend nearly $1 billion in 2027 to start buying unmanned “wingman” drones (CCAs) alongside fighter jets.
Total program funding, including R&D, hits $2.37 billion, making it the biggest addition to next year’s aircraft budget.
Source: Air & Space Forces Magazine
Total program funding, including R&D, hits $2.37 billion, making it the biggest addition to next year’s aircraft budget.
Source: Air & Space Forces Magazine
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🇺🇸🇮🇷 BREAKING: The Pentagon has prepared options for Trump, including strikes on dual-use military and civilian targets — NBC reports.
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 BREAKING: The Pentagon has prepared options for Trump, including strikes on dual-use military and civilian targets — NBC reports.
🇺🇸🇮🇷 BIG: U.S. B-52 bombers have taken off from UK and are expected to reach the Iran region around Trump’s 8 PM ET deadline (which is 5 AM Iran time on April 8).
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 BIG: U.S. B-52 bombers have taken off from UK and are expected to reach the Iran region around Trump’s 8 PM ET deadline (which is 5 AM Iran time on April 8).
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🇺🇸🇮🇷 Trump tells Fox News, “Our response to Iran past the deadline will be huge.”
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🇨🇭 Global One SI - Prompt
Here are all the ways 🇺🇸 investors can get SpaceX exposure through ETFs today: Direct exposure: $NASA Tema Space Innovators ETF $AGIX KraneShares AI & Technology ETF $RONB Baron First Principles ETF $XOVR ERShares Private-Public Crossover ETF Filed for…
SpaceX's valuation is skyrocketing:
In October 2025, the value of a share of SpaceX's pre-IPO stock on Jupiter was as low as $185.
These pre-IPO shares are structured instruments backed 1:1 by SPV exposure, giving investors direct price exposure to SpaceX as a private company on platforms like Jupiter before any public listing.
As IPO rumors began to surface in late-2025, the value of these shares surged +135% in December 2025.
Now, SpaceX is preparing the largest IPO in history, at a valuation of $1.75 trillion or higher.
The value of these same pre-IPO shares is now up to $733/share, marking a near-300% gain since October 2025.
The world is about to witness a historic IPO.
In October 2025, the value of a share of SpaceX's pre-IPO stock on Jupiter was as low as $185.
These pre-IPO shares are structured instruments backed 1:1 by SPV exposure, giving investors direct price exposure to SpaceX as a private company on platforms like Jupiter before any public listing.
As IPO rumors began to surface in late-2025, the value of these shares surged +135% in December 2025.
Now, SpaceX is preparing the largest IPO in history, at a valuation of $1.75 trillion or higher.
The value of these same pre-IPO shares is now up to $733/share, marking a near-300% gain since October 2025.
The world is about to witness a historic IPO.
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🇨🇭 Global One SI - Prompt
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
When oil rises, shale cash flow doesn’t just grow — it accelerates. 👇
$DVN Devon Energy
851k boe/d with $1.5B quarterly operating cash flow. Capex already normalized for flat growth, so upside flows directly to FCF. Variable dividend model amplifies returns. Trades 6–7x forward FCF. Higher WTI expands distributions, not drilling. Pure price torque.
$OXY Occidental
1.44M boe/d with record output and lowest domestic opex since 2021. $300M capex underspend signals discipline. Strong deleveraging story. Trades 7–8x FCF. Every $5–10 move in oil accelerates debt reduction and unlocks buybacks. One of the most levered large caps to price.
$EOG EOG Resources
5.5B boe reserves with 7% cost reductions and 19% ROCE. Returned 100% of $4.7B FCF. Premium inventory + execution. Trades 8–9x FCF. No need to chase volume. Higher oil directly expands per-share returns. Efficiency converts price into margin.
$FANG Diamondback
513k bpd oil, $2.3B operating cash flow vs $943M capex. Generated $1B+ FCF at $58 oil. Long laterals + low-cost inventory. Trades 5–6x FCF. Variable dividend scales fast. Strongest torque to higher WTI among Permian majors.
$PR Permian Resources
Delaware-focused mid-cap. Q4 EPS $0.37 driven by volume outperformance. High operating leverage. Trades 4–5x FCF. Earnings expand faster than production when oil rises. Smaller cap = higher beta to price upside.
$DVN Devon Energy
851k boe/d with $1.5B quarterly operating cash flow. Capex already normalized for flat growth, so upside flows directly to FCF. Variable dividend model amplifies returns. Trades 6–7x forward FCF. Higher WTI expands distributions, not drilling. Pure price torque.
$OXY Occidental
1.44M boe/d with record output and lowest domestic opex since 2021. $300M capex underspend signals discipline. Strong deleveraging story. Trades 7–8x FCF. Every $5–10 move in oil accelerates debt reduction and unlocks buybacks. One of the most levered large caps to price.
$EOG EOG Resources
5.5B boe reserves with 7% cost reductions and 19% ROCE. Returned 100% of $4.7B FCF. Premium inventory + execution. Trades 8–9x FCF. No need to chase volume. Higher oil directly expands per-share returns. Efficiency converts price into margin.
$FANG Diamondback
513k bpd oil, $2.3B operating cash flow vs $943M capex. Generated $1B+ FCF at $58 oil. Long laterals + low-cost inventory. Trades 5–6x FCF. Variable dividend scales fast. Strongest torque to higher WTI among Permian majors.
$PR Permian Resources
Delaware-focused mid-cap. Q4 EPS $0.37 driven by volume outperformance. High operating leverage. Trades 4–5x FCF. Earnings expand faster than production when oil rises. Smaller cap = higher beta to price upside.
🚨 DATA CENTERS UNDER CONSTRUCTION IN THE U.S. (AS OF FEB 2026)
1. Texas — 135
2. Virginia — 134
3. Georgia — 51
4. Ohio — 45
5. Arizona — 35
6. Nevada — 29
7. Indiana — 21
8. Mississippi — 21
9. Illinois — 20
10. Iowa — 16
11. Oregon — 12
12. South Carolina — 12
13. Wisconsin — 11
14. Maryland — 11
15. North Carolina — 11
16. Pennsylvania — 10
17. Utah — 10
18. Missouri — 9
19. Wyoming — 7
20. Alabama — 7
21. New York — 7
22. Tennessee — 7
23. Florida — 6
Texas and Virginia are still dominating the AI infrastructure buildout.
1. Texas — 135
2. Virginia — 134
3. Georgia — 51
4. Ohio — 45
5. Arizona — 35
6. Nevada — 29
7. Indiana — 21
8. Mississippi — 21
9. Illinois — 20
10. Iowa — 16
11. Oregon — 12
12. South Carolina — 12
13. Wisconsin — 11
14. Maryland — 11
15. North Carolina — 11
16. Pennsylvania — 10
17. Utah — 10
18. Missouri — 9
19. Wyoming — 7
20. Alabama — 7
21. New York — 7
22. Tennessee — 7
23. Florida — 6
Texas and Virginia are still dominating the AI infrastructure buildout.
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