$LITE $GLW $AAOI $COHR $MRVL | Goldman Sachs identifies optical networking as the next AI super trend, projecting a $154B TAM by 2028.

Moving to NVIDIA’s Rubin Ultra drives a 29X jump in interconnect value as 1.6T speeds and CPO technology launch a massive cycle in 2026.

$RIOT $IREN $CIFR $WULF $HUT | Reabold Resources is launching a Bitcoin mining pilot at the West Newton gas field in East Yorkshire.

By converting initial gas flows into BTC, the company is funding critical energy infrastructure and scaling high value data center tech.

$TLRY $CGC $CRON $ACB $SNDL $OGI | The Trump Administration is set to reclassify marijuana to Schedule III as soon as Wednesday, unlocking Medicare coverage and ending the 280E tax burden.

$MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Bessent urges the World Bank to ditch climate targets for a massive pivot to critical minerals and energy security.

By prioritizing mining and infrastructure, Bessent is architecting a Western supply chain supercycle.

$CRWV $MRVL $MU $WDC $SNDK $AMAT | CoreWeave partners with Google Cloud to launch "CoreWeave Interconnect," enabling seamless cross cloud training and inference.

This direct link eliminates bottlenecks, allowing Google customers to scale complex AI workloads with elite speed.

$LUNR $UMAC $RCAT $AVAV $ONDS | Gen. Saltzman rolls out "Objective Force 2040," projecting 30,000 U.S. satellites by 2040.

Backed by a $71.1B budget to dominate the "agentic" space era, he warns that CRs remain the top risk to scaling critical defense infrastructure.

Canaccord raises USA Rare Earth $USAR to a $32 price target, calling it a Western titan after its $2.8B Serra Verde deal.

With a 15 year U.S. goverment backed offtake and an end to end supply chain, USAR is set to break the global rare earth monopoly.

Clear Street reiterates AST SpaceMobile $ASTS Buy with a $115 price target calling FCC approval the "final key" to nationwide 5G.

With regulatory hurdles cleared for a 248 satellite constellation, the company is set to dominate the space based cellular market.

$IPW – This is how squeezes START

Downtrend exhausted…
Base forming near lows…
Now volume is creeping back in.

But here’s what matters 👇

⸻

• Float: ONLY ~797K shares
• Insider Ownership: 53% (tight supply)
• Short Float: 24% (pressure building)

- This is illiquid + crowded short = explosive combo

⸻

After months of selling, we’re seeing:
• Higher lows forming
• First signs of accumulation (OBV ticking up)
• Momentum shifting (MFI strong)

- This is early reversal structure

⸻

Break $1.25–$1.30 with volume
= shorts start feeling pressure

- Then it gets thin FAST
- And this type of float can move violently

$GME – The calm before the storm?

Months of compression…
Higher lows building…
Pressure stacking under descending resistance.

This isn’t random.

This is energy being stored.

⸻

TTM Squeeze building again → momentum loading
RSI strong, MFI elevated → buyers quietly stepping in
OBV holding → no real distribution

👉 Supply is drying
👉 Demand is creeping in

⸻

Break $26–$27 and this unlocks the next leg

➡️ Gap opens fast toward $35+
➡️ Above that… things get interesting

$AIXC – Holding strength after breakout

Clean move through $1.50 and still holding.

TTM Squeeze building → momentum not done.
Higher lows intact = structure holding.

💡 DD Angle:
• Small cap + crypto/AI narrative = momentum magnet
• Volume picking up again → attention coming back

Above $1.60… this can extend toward $2+

👉 Breakout holding = continuation setup.

$ACRV – Reclaiming key level… continuation in play? 👀

Strong push back above $1.90–$2.00 resistance.

TTM Squeeze turning up → momentum shifting.
MFI very strong, buyers stepping in aggressively.
💡 DD Angle:
• Small cap biotech (~$76M) → reacts fast to volume
• Prior spike shows it can move quickly when momentum hits

Hold above $2.00 and this can push toward $3.00

👉 Reclaim setups = some of the best runners.

$SONM – Coiling under resistance… timing getting close 👀

Higher lows building into $3.60–$3.70 zone.

TTM Squeeze ON → pressure building.
OBV stabilizing, structure tightening → no real selling left.

💡 DD Angle:
• Tiny microcap (~$3.6M) → moves fast when volume hits
• Low liquidity = sharp expansions once it breaks

Break $3.70 and this can spike toward $8.00

👉 Not “if”… just waiting for “when”.

$ASTS – This one just got interesting 👀

FCC approval = real catalyst, not hype.

Stock still ~50% below highs while fundamentals are improving.

TTM Squeeze expanding → momentum building.
Strong trend + buyers stepping in on dips.
💡 DD Angle:
• Direct-to-cell satellite play = massive TAM
• Regulatory green light removes a major overhang

This isn’t a random bounce…
👉 this is positioning after a catalyst
If momentum holds, this can trend higher from here.
👉 One to keep on watch.

23 new all-time highs in large cap tech today, led by semis and memory $MU $SNDK $WDC $AVGO $AMD $MRVL $STX $ANET $DELL +++

50 Strongest Name Trading Over $100M Avg Volume — Mainly Dominated by 5 Industry Groups

$CCJ – Uranium
$EXPE – Travel Services
$ALB – Specialty Chemicals
$NXT – Solar
$CRWV – Software Infrastructure
$NET – Software Infrastructure
$CRWD – Software Infrastructure
$NBIS – Software Infrastructure
$TWLO – Software Infrastructure
$MRVL – Semiconductors
$ON – Semiconductors
$GFS – Semiconductors
$ALAB – Semiconductors
$ARM – Semiconductors
$CRDO – Semiconductors
$RMBS – Semiconductors
$MU – Semiconductors
$AMD – Semiconductors
$INTC – Semiconductors
$TER – Semiconductor Equipment
$LRCX – Semiconductor Equipment
$ENTG – Semiconductor Equipment
$AMKR – Semiconductor Equipment
$COHR – Scientific Instruments
$CAVA – Restaurants
$MP – Metals & Mining
$ROKU – Entertainment
$CLS – Electronic Components
$TTMI – Electronic Components
$GLW – Electronic Components
$FLEX – Electronic Components
$VRT – Electrical Equipment
$BE – Electrical Equipment
$STX – Computer Hardware
$DELL – Computer Hardware
$ANET – Computer Hardware
$IONQ – Computer Hardware
$SNDK – Computer Hardware
$WDC – Computer Hardware
$VIAV – Communication Equipment
$CIEN – Communication Equipment
$HPE – Communication Equipment
$LITE – Communication Equipment
$IREN – Capital Markets
$JHX – Building Materials
$RIVN – Auto Manufacturers
$CVNA – Auto Dealerships
$RKLB – Aerospace & Defense
$PL – Aerospace & Defense

President Trump orders the US Navy to “shoot and kill” any boat that is putting mines in the Strait of Hormuz.

Trump also orders US minesweepers to “triple” the level of mines being cleared.

$MP $UUUU $UAMY $USAR $LAC $CRML | Chile and the U.S. sign landmark mining and security deals, targeting a $100B project pipeline.

By prioritizing rhenium and rare earths, this partnership secures critical defense supply chains and deploys the FBI to bolster regional stability.

Macron just visited a mine...in France

That's not a headline you see often.

But this one matters.

Macron inaugurates EMILI one of the largest lithium hard-rock deposits on Earth.

⚡ 34,000 tonnes of lithium hydroxide/year
🚗 700,000 EVs powered annually
💶 €1B+ investment
📅 Production start: 2028–2030
🇫🇷 Designated "project of major national interest"

Underground mine.
Strict environmental standards.

One target: stop sending money to China for battery materials

Now add what France already has:
56 nuclear reactors.
70%+ of electricity from nuclear power.

Now domestic lithium for the battery supply chain.

France isn't just participating in the energy transition.

It's building the infrastructure to own it.

While Germany burns gas and cancels flights

France is quietly assembling a sovereignty stack:
Nuclear baseload + domestic critical minerals + EV supply chain.

Is this a French strategy or a European one?
Because the majority of Europe still imports its energy vulnerability.