🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸 President Trump says US has "much more oil" than Russia and Saudi Arabia combined. "Boats are coming here & filling up. We don't have to go through the Hormuz."
Trump: "We don't have to go through Hormuz."
Neither does anyone else if they buy American.
That's the entire strategic logic of the blockade in one sentence.
🇺🇸 US blocks Hormuz → Iran loses leverage AND oil revenue
🛢️ World needs oil → empty VLCCs already racing to US Gulf Coast
⛽ US fills the gap → at a price, on its terms
💸 Iran collects $0 in tolls → blockade defeats the toll booth
Neither does anyone else if they buy American.
That's the entire strategic logic of the blockade in one sentence.
🇺🇸 US blocks Hormuz → Iran loses leverage AND oil revenue
🛢️ World needs oil → empty VLCCs already racing to US Gulf Coast
⛽ US fills the gap → at a price, on its terms
💸 Iran collects $0 in tolls → blockade defeats the toll booth
Starship V3 + Orbital Data Centers are online.
#SpaceX is about to rewrite the entire future: cheaper launches, massive bandwidth in orbit, and data centers floating above Earth.
This isn’t sci-fi anymore.
We’re watching the next giant leap happen in real time.
#SpaceX is about to rewrite the entire future: cheaper launches, massive bandwidth in orbit, and data centers floating above Earth.
This isn’t sci-fi anymore.
We’re watching the next giant leap happen in real time.
👀1
Approximately 36 major airlines worldwide have now signed up for Starlink in-flight internet
That’s not a small pilot program. That’s a full-scale revolution happening right now
From United and Southwest in the US, to British Airways, Air France, Lufthansa Group, Emirates, Qatar Airways and many more the list keeps growing fast
Total equipped aircraft across all airlines right now: ~700–800+ (and growing very fast)
Passengers are already experiencing what true high-speed, low-latency Wi-Fi feels like at 35,000 feet gate-to-gate connectivity with zero buffering, streaming, video calls, and work as if you’re on the ground
This is happening because Starlink’s low-Earth orbit constellation delivers internet that traditional geostationary satellites simply can’t match. Laser links between satellites, direct-to-aircraft beams, and the sheer scale of the network make it possible
The sky is no longer a dead zone. The airline industry is going full Starlink mode and this is only the beginning
That’s not a small pilot program. That’s a full-scale revolution happening right now
From United and Southwest in the US, to British Airways, Air France, Lufthansa Group, Emirates, Qatar Airways and many more the list keeps growing fast
Total equipped aircraft across all airlines right now: ~700–800+ (and growing very fast)
Passengers are already experiencing what true high-speed, low-latency Wi-Fi feels like at 35,000 feet gate-to-gate connectivity with zero buffering, streaming, video calls, and work as if you’re on the ground
This is happening because Starlink’s low-Earth orbit constellation delivers internet that traditional geostationary satellites simply can’t match. Laser links between satellites, direct-to-aircraft beams, and the sheer scale of the network make it possible
The sky is no longer a dead zone. The airline industry is going full Starlink mode and this is only the beginning
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YOLO detecting hay bales that are almost the same color as the field behind them.
Camouflage no longer works.
ultralytics.com
Camouflage no longer works.
ultralytics.com
✍1
While everyone watches Hormuz, China has been building its alternative.
🗺️ Look at this map.
Port after port.
Financed.
Developed.
Managed.
From Morocco to Mozambique.
This is a naval network.
🟥 Chinese financed/managed ports entire African coastline
⚫ PLA Navy exercises hosted East & West Africa
🟠 Doraleh, Djibouti only overseas PLA naval base
🟡 Dual-use ports ready for military operations
🗺️ Look at this map.
Port after port.
Financed.
Developed.
Managed.
From Morocco to Mozambique.
This is a naval network.
🟥 Chinese financed/managed ports entire African coastline
⚫ PLA Navy exercises hosted East & West Africa
🟠 Doraleh, Djibouti only overseas PLA naval base
🟡 Dual-use ports ready for military operations
Anthropic’s new Mythos model hit SaaS hard.
With valuations now near cycle lows, it may be a good time to look at the names where analysts still expect the strongest NTM revenue growth.
Top 10 fastest-growing SaaS names based on NTM estimates:
$PLTR +62.3%
$APP +38.5%
$ZETA +34.7%
$AXON +29.2%
$FIG +29.2%
$NET +28.8%
$ORCL +28.3%
$PANW +28.1%
$SNOW +26.2%
$FICO +26.1%
Why forward revenue growth matters:
It helps investors focus on where the business may be going, not just where it has been.
It also makes peer comparisons much cleaner, especially in software, where market leadership can change fast and current earnings often understate future operating leverage.
Forward revenue expectations help test whether the narrative still has support.
Which name on this list looks most interesting here?
With valuations now near cycle lows, it may be a good time to look at the names where analysts still expect the strongest NTM revenue growth.
Top 10 fastest-growing SaaS names based on NTM estimates:
$PLTR +62.3%
$APP +38.5%
$ZETA +34.7%
$AXON +29.2%
$FIG +29.2%
$NET +28.8%
$ORCL +28.3%
$PANW +28.1%
$SNOW +26.2%
$FICO +26.1%
Why forward revenue growth matters:
It helps investors focus on where the business may be going, not just where it has been.
It also makes peer comparisons much cleaner, especially in software, where market leadership can change fast and current earnings often understate future operating leverage.
Forward revenue expectations help test whether the narrative still has support.
Which name on this list looks most interesting here?
Top 24 Market Leading Industry Groups by 1-Month Relative Strength
$SOXX – Broad Semiconductors
$SPMO – S&P 500 Momentum
$XSD – Semiconductors (Equal Weight)
$SMH – Semiconductor Giants
$GRID – Infrastructure & Electrical Equipment
$PAVE – U.S. Infrastructure
$EWZ – Brazilian Equities
$ILF – Latin America 40
$IDGT – Digital Infrastructure & Data Centers
$DRIV – EV & Autonomous Vehicles
$SLX – Steel
$BAI – AI & Tech Active
$QTUM – Quantum / AI
$WGMI – Crypto Mining
$COPX – Copper Miners
$FDRV – EV & Future Transport
$XTL – Telecom
$ROBO – Robotics & Automation
$REMX – Rare Earths
$LIT – Lithium & Battery
$XTN – Trucking
$KRE – Regional Banks
$XHB – Homebuilders (Equal Weight)
$GDX – Gold Miners
$SOXX – Broad Semiconductors
$SPMO – S&P 500 Momentum
$XSD – Semiconductors (Equal Weight)
$SMH – Semiconductor Giants
$GRID – Infrastructure & Electrical Equipment
$PAVE – U.S. Infrastructure
$EWZ – Brazilian Equities
$ILF – Latin America 40
$IDGT – Digital Infrastructure & Data Centers
$DRIV – EV & Autonomous Vehicles
$SLX – Steel
$BAI – AI & Tech Active
$QTUM – Quantum / AI
$WGMI – Crypto Mining
$COPX – Copper Miners
$FDRV – EV & Future Transport
$XTL – Telecom
$ROBO – Robotics & Automation
$REMX – Rare Earths
$LIT – Lithium & Battery
$XTN – Trucking
$KRE – Regional Banks
$XHB – Homebuilders (Equal Weight)
$GDX – Gold Miners
👀2
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world's largest company outside the US is an oil firm.
And it's sitting right next to a blocked strait.
🛢️ Energy giants in the top 30 non-US companies:
🇸🇦 Saudi Aramco $1.78T n.1 in the world
🇨🇳 PetroChina $336B n.10
🇬🇧 Shell $265B n.19
Combined over $2.3 trillion in market cap.
All 3 directly exposed to Hormuz.
All three bleeding every day the strait stays closed.
Aramco: 700K bpd knocked offline by Iranian strikes
PetroChina: buying sanctioned Russian LNG through backdoors
Shell: rerouting tankers around Africa at 2x the cost
The Hormuz crisis isn't just a geopolitical story.
It's a $2.3 trillion balance sheet problem
And it's sitting right next to a blocked strait.
🛢️ Energy giants in the top 30 non-US companies:
🇸🇦 Saudi Aramco $1.78T n.1 in the world
🇨🇳 PetroChina $336B n.10
🇬🇧 Shell $265B n.19
Combined over $2.3 trillion in market cap.
All 3 directly exposed to Hormuz.
All three bleeding every day the strait stays closed.
Aramco: 700K bpd knocked offline by Iranian strikes
PetroChina: buying sanctioned Russian LNG through backdoors
Shell: rerouting tankers around Africa at 2x the cost
The Hormuz crisis isn't just a geopolitical story.
It's a $2.3 trillion balance sheet problem
🇨🇭 Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI 📈 Trading Analysis Report 🔍 Summary Insights: • Trend: Range-Bound • Volatility: Medium • Volume: Medium • Market Sentiment: Neutral • Confidence Score: 0.75 🎯 Game Plan: Chart…
Cantor reiterates Overweight on $RKLB Rocket Lab with a $85 price target.
Analyst cites a record $1.85B backlog and 100% mission success as a dominant moat. With a $474M cash injection and Mynaric deal, Rocket Lab is scaling the global space supercycle.
Analyst cites a record $1.85B backlog and 100% mission success as a dominant moat. With a $474M cash injection and Mynaric deal, Rocket Lab is scaling the global space supercycle.
🇨🇭 Global One SI - Prompt
$ONDS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Ondas $ONDS secures a $68M initial order for its $140M defense program.
Partnering with INDO Earth Moving, Ondas is deploying AI driven autonomous heavy vehicles for multi domain combat. Deliveries start Q4 2026.
Partnering with INDO Earth Moving, Ondas is deploying AI driven autonomous heavy vehicles for multi domain combat. Deliveries start Q4 2026.