🇨🇭 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).
This media is not supported in your browser
VIEW IN TELEGRAM
🇺🇸🇮🇷 Trump tells Fox News, “Our response to Iran past the deadline will be huge.”
✍1
🇨🇭 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.
✍1💯1
🇨🇭 Global One SI - Prompt
Please open Telegram to view this post
VIEW IN TELEGRAM
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.
✍1
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 THE INSANE STORY OF AMERICA'S F-15 RESCUE MISSION The U.S. military has a motto it loves to repeat: leave no man behind. That promise played out on the world stage when an F-15 weapons officer ended up stranded on an Iranian mountain deep inside hostile…
This media is not supported in your browser
VIEW IN TELEGRAM
The CIA used a secret tool called "Ghost Murmur" that uses AI to find heartbeats to rescue the U.S. airman who was stranded in Iran, according to the New York Post.
The secret technology was allegedly used for the first time in the field, according to the Post.
"The secret technology uses long-range quantum magnetometry to find the electromagnetic fingerprint of a human heartbeat and pairs the data with artificial intelligence software to isolate the signature from background noise," the Post reported.
"It’s like hearing a voice in a stadium, except the stadium is a thousand square miles of desert," the source said.
"In the right conditions, if your heart is beating, we will find you."
"The name is deliberate. ‘Murmur’ is a clinical term for a heart rhythm. ‘Ghost’ refers to finding someone who, for all practical purposes, has disappeared..."
"Advances in a field known as quantum magnetometry, specifically sensors built around microscopic defects in synthetic diamonds, have apparently made it possible to detect these signals at dramatically greater distances."
CIA Director John Ratcliffe appeared to hint at this technology on Monday, saying the CIA possessed "unique capabilities" but said he couldn't "tell you everything that you want to know."
President Trump also revealed during the press conference that the CIA spotted the officer from about "40 miles away."
Insane.
The secret technology was allegedly used for the first time in the field, according to the Post.
"The secret technology uses long-range quantum magnetometry to find the electromagnetic fingerprint of a human heartbeat and pairs the data with artificial intelligence software to isolate the signature from background noise," the Post reported.
"It’s like hearing a voice in a stadium, except the stadium is a thousand square miles of desert," the source said.
"In the right conditions, if your heart is beating, we will find you."
"The name is deliberate. ‘Murmur’ is a clinical term for a heart rhythm. ‘Ghost’ refers to finding someone who, for all practical purposes, has disappeared..."
"Advances in a field known as quantum magnetometry, specifically sensors built around microscopic defects in synthetic diamonds, have apparently made it possible to detect these signals at dramatically greater distances."
CIA Director John Ratcliffe appeared to hint at this technology on Monday, saying the CIA possessed "unique capabilities" but said he couldn't "tell you everything that you want to know."
President Trump also revealed during the press conference that the CIA spotted the officer from about "40 miles away."
Insane.
👀1
INSANE... AnthropicAI revenue growth is unlike anything ever seen in enterprise software 🤯
Annualized run rate:
Jan 2025: $1B 📊
May 2025: $3B 📈
June 2025: $4B 📈
August 2025: $5B 📈
October 2025: $7B 📈
December 2025: $9B 📈
February 2026: $14B 🚀
March 2026: $19B 🚀
April 2026: $30B 🔥
$1B → $30B in 15 months
No company in history has ever scaled enterprise revenue this fast... Not salesforce Not AWS Not anyone. And tonight Broadcom + Google just committed 3.5 gigawatts of compute to keep up with the demand
The infrastructure build to support this growth flows directly to $NVDA $AVGO $GOOGL $IREN $WULF $HUT $RIOT
This isn't a bubble narrative — this is real revenue, real customers, real demand 📡
What does $50B look like by year end?
Annualized run rate:
Jan 2025: $1B 📊
May 2025: $3B 📈
June 2025: $4B 📈
August 2025: $5B 📈
October 2025: $7B 📈
December 2025: $9B 📈
February 2026: $14B 🚀
March 2026: $19B 🚀
April 2026: $30B 🔥
$1B → $30B in 15 months
No company in history has ever scaled enterprise revenue this fast... Not salesforce Not AWS Not anyone. And tonight Broadcom + Google just committed 3.5 gigawatts of compute to keep up with the demand
The infrastructure build to support this growth flows directly to $NVDA $AVGO $GOOGL $IREN $WULF $HUT $RIOT
This isn't a bubble narrative — this is real revenue, real customers, real demand 📡
What does $50B look like by year end?
✍1
AI Colocation Build Costs Are Rising Fast — Here's Where the Market Sits 🏗️
⚡ Global average shell & core: $11.3M per MW in 2026 — up from $7.7M in 2020 (JLL)
⚡ AI-optimized facilities: $20M+ per MW — liquid cooling, high-density power distribution adds a significant premium
⚡ Construction cost inflation running at 5–15% annually — 60% of industry professionals expect further increases in 2026
⚡ Equipment lead times now averaging 33 weeks — a 50% increase from pre-2020 levels
⚡ Grid connection queues in primary US markets exceed 3–5 years
⚡ 77% of the global construction pipeline is already pre-committed to tenants before breaking ground
Power availability has replaced capital as the #1 constraint on new AI data center development... what does this mean for operators who already hold energized land? $RIOT $WULF $HUT $IREN $CORZ $WYFI $HIVE $CIFR $KEEL
⚡ Global average shell & core: $11.3M per MW in 2026 — up from $7.7M in 2020 (JLL)
⚡ AI-optimized facilities: $20M+ per MW — liquid cooling, high-density power distribution adds a significant premium
⚡ Construction cost inflation running at 5–15% annually — 60% of industry professionals expect further increases in 2026
⚡ Equipment lead times now averaging 33 weeks — a 50% increase from pre-2020 levels
⚡ Grid connection queues in primary US markets exceed 3–5 years
⚡ 77% of the global construction pipeline is already pre-committed to tenants before breaking ground
Power availability has replaced capital as the #1 constraint on new AI data center development... what does this mean for operators who already hold energized land? $RIOT $WULF $HUT $IREN $CORZ $WYFI $HIVE $CIFR $KEEL
✍1
A ceasefire agreement could be reached tonight. The negotiations are being coordinated by the Commander-in-Chief of the Pakistani Army – CNN with a link to a Pakistani source.
UPD: Iran is inclined to agree to a two-week ceasefire out of respect for the Pakistani mediator – Al Araby
Please open Telegram to view this post
VIEW IN TELEGRAM
👀1
River Bend — The Deal That Changes Everything $HUT #Hut8Corp
⚡ 15-year, 245 MW IT lease with #fluidstack — $7.0B in base contract value, expandable to $17.7B if all renewal options are exercised
⚡ Lease payments financially backstopped by #Google for the full 15-year base term — investment-grade credit support on a greenfield build
⚡ Project financing at 85% LTC — led by J.P. Morgan as loan underwriter with Goldman Sachs — institutional-grade capital structure from day one
⚡ Delivery begins Q2 2027 — 2026 is about execution, financing, and converting pipeline into contracted revenue
⚡ 15-year, 245 MW IT lease with #fluidstack — $7.0B in base contract value, expandable to $17.7B if all renewal options are exercised
⚡ Lease payments financially backstopped by #Google for the full 15-year base term — investment-grade credit support on a greenfield build
⚡ Project financing at 85% LTC — led by J.P. Morgan as loan underwriter with Goldman Sachs — institutional-grade capital structure from day one
⚡ Delivery begins Q2 2027 — 2026 is about execution, financing, and converting pipeline into contracted revenue