π¨π Global One SI - Prompt
$ASTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$ASTS β This one just got interesting π
FCC approval = real catalyst, not hype.
Stock still ~50% below highs while fundamentals are improving.
TTM Squeeze expanding β momentum building.
Strong trend + buyers stepping in on dips.
π‘ DD Angle:
β’ Direct-to-cell satellite play = massive TAM
β’ Regulatory green light removes a major overhang
This isnβt a random bounceβ¦
π this is positioning after a catalyst
If momentum holds, this can trend higher from here.
π One to keep on watch.
FCC approval = real catalyst, not hype.
Stock still ~50% below highs while fundamentals are improving.
TTM Squeeze expanding β momentum building.
Strong trend + buyers stepping in on dips.
π‘ DD Angle:
β’ Direct-to-cell satellite play = massive TAM
β’ Regulatory green light removes a major overhang
This isnβt a random bounceβ¦
π this is positioning after a catalyst
If momentum holds, this can trend higher from here.
π One to keep on watch.
AI just became the most powerful new demand driver for natural gas.
π€ Chevron + Microsoft + Engine No. 1
π West Texas data center
β‘ 2.5 GW initial capacity scaling to 5 GW
π₯ Powered by on-site natural gas (GE Vernova turbines)
π FID early 2026. Operations 2027.
Now look at those 2 charts:
Big Tech AI capex: nearly quadrupled since GPT-4
Amazon: $40.5B/quarter
Microsoft: $36.2B/quarter
Alphabet: $28.5B/quarter
Meta: $22.5B/quarter
AI datacenter electricity demand by 2030:
πΊπΈ US: 425 TWh
π¨π³ China: 285 TWh
πͺπΊ Europe: 110 TWh
Every single TWh needs fuel.
Connect everything:
β½ Hormuz blocked β LNG exports maxed out
ποΈ Defense Production Act invoked for gas infrastructure
π McNeese LNG Center of Excellence just opened
π€ Chevron + Microsoft building 5 GW gas-powered AI campus
π€ Chevron + Microsoft + Engine No. 1
π West Texas data center
β‘ 2.5 GW initial capacity scaling to 5 GW
π₯ Powered by on-site natural gas (GE Vernova turbines)
π FID early 2026. Operations 2027.
Now look at those 2 charts:
Big Tech AI capex: nearly quadrupled since GPT-4
Amazon: $40.5B/quarter
Microsoft: $36.2B/quarter
Alphabet: $28.5B/quarter
Meta: $22.5B/quarter
AI datacenter electricity demand by 2030:
πΊπΈ US: 425 TWh
π¨π³ China: 285 TWh
πͺπΊ Europe: 110 TWh
Every single TWh needs fuel.
Connect everything:
β½ Hormuz blocked β LNG exports maxed out
ποΈ Defense Production Act invoked for gas infrastructure
π McNeese LNG Center of Excellence just opened
π€ Chevron + Microsoft building 5 GW gas-powered AI campus
50 Strongest Name Trading Over $100M Avg Volume β Mainly Dominated by 5 Industry Groups
$CCJ β Uranium
$EXPE β Travel Services
$ALB β Specialty Chemicals
$NXT β Solar
$CRWV β Software Infrastructure
$NET β Software Infrastructure
$CRWD β Software Infrastructure
$NBIS β Software Infrastructure
$TWLO β Software Infrastructure
$MRVL β Semiconductors
$ON β Semiconductors
$GFS β Semiconductors
$ALAB β Semiconductors
$ARM β Semiconductors
$CRDO β Semiconductors
$RMBS β Semiconductors
$MU β Semiconductors
$AMD β Semiconductors
$INTC β Semiconductors
$TER β Semiconductor Equipment
$LRCX β Semiconductor Equipment
$ENTG β Semiconductor Equipment
$AMKR β Semiconductor Equipment
$COHR β Scientific Instruments
$CAVA β Restaurants
$MP β Metals & Mining
$ROKU β Entertainment
$CLS β Electronic Components
$TTMI β Electronic Components
$GLW β Electronic Components
$FLEX β Electronic Components
$VRT β Electrical Equipment
$BE β Electrical Equipment
$STX β Computer Hardware
$DELL β Computer Hardware
$ANET β Computer Hardware
$IONQ β Computer Hardware
$SNDK β Computer Hardware
$WDC β Computer Hardware
$VIAV β Communication Equipment
$CIEN β Communication Equipment
$HPE β Communication Equipment
$LITE β Communication Equipment
$IREN β Capital Markets
$JHX β Building Materials
$RIVN β Auto Manufacturers
$CVNA β Auto Dealerships
$RKLB β Aerospace & Defense
$PL β Aerospace & Defense
$CCJ β Uranium
$EXPE β Travel Services
$ALB β Specialty Chemicals
$NXT β Solar
$CRWV β Software Infrastructure
$NET β Software Infrastructure
$CRWD β Software Infrastructure
$NBIS β Software Infrastructure
$TWLO β Software Infrastructure
$MRVL β Semiconductors
$ON β Semiconductors
$GFS β Semiconductors
$ALAB β Semiconductors
$ARM β Semiconductors
$CRDO β Semiconductors
$RMBS β Semiconductors
$MU β Semiconductors
$AMD β Semiconductors
$INTC β Semiconductors
$TER β Semiconductor Equipment
$LRCX β Semiconductor Equipment
$ENTG β Semiconductor Equipment
$AMKR β Semiconductor Equipment
$COHR β Scientific Instruments
$CAVA β Restaurants
$MP β Metals & Mining
$ROKU β Entertainment
$CLS β Electronic Components
$TTMI β Electronic Components
$GLW β Electronic Components
$FLEX β Electronic Components
$VRT β Electrical Equipment
$BE β Electrical Equipment
$STX β Computer Hardware
$DELL β Computer Hardware
$ANET β Computer Hardware
$IONQ β Computer Hardware
$SNDK β Computer Hardware
$WDC β Computer Hardware
$VIAV β Communication Equipment
$CIEN β Communication Equipment
$HPE β Communication Equipment
$LITE β Communication Equipment
$IREN β Capital Markets
$JHX β Building Materials
$RIVN β Auto Manufacturers
$CVNA β Auto Dealerships
$RKLB β Aerospace & Defense
$PL β Aerospace & Defense
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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.
β‘ 34,000 tonnes of lithium hydroxide/year
π 700,000 EVs powered annually
πΆ β¬1B+ investment
π Production start: 2028β2030
π«π· 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.
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.
β‘ 34,000 tonnes of lithium hydroxide/year
π 700,000 EVs powered annually
πΆ β¬1B+ investment
π Production start: 2028β2030
π«π· 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.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
π¨ Nobody noticed these 2 clocks are the same clock.
π Clock 1: Lufthansa just canceled 20,000 flights.
Jet fuel doubled since February 28.
Europe NW spot: $750 β $1,900/tonne.
π Clock 2: IEA, April 16
"Europe has 6 weeks of jet fuel left."
Six weeks = May 28.
Trump might didn't extend the ceasefire to de-escalate.
but to let both clocks run.
For Europe no summer tourism season?
Multiple refineries damaged right now are about to get very interesting.
π Clock 1: Lufthansa just canceled 20,000 flights.
Jet fuel doubled since February 28.
Europe NW spot: $750 β $1,900/tonne.
π Clock 2: IEA, April 16
"Europe has 6 weeks of jet fuel left."
Six weeks = May 28.
Trump might didn't extend the ceasefire to de-escalate.
but to let both clocks run.
For Europe no summer tourism season?
Multiple refineries damaged right now are about to get very interesting.
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Who did this lmao π
Nuclear isn't a technology problem.
It's an industrial one.
France proved it in the 1970s 56 reactors in 15 years.
South Korea refined it in the 2000s.
China is executing it today multiple reactors under construction simultaneously.
The West forgot how.
Deploying 50-100+ reactors in Europe requires 5 systems working in sync:
π Factories producing nuclear-grade components at volume
π· Skilled engineering + construction workforce pipeline takes decades
β½ Resilient fuel supply chains not dependent on Russia
π Long-horizon policy stability 20+ year commitments
π° Capital aligned to infrastructure cycles not quarterly earnings
Now connect it to today:
Hormuz blocked.
Gas prices spiking
Europe told to "use less energy."
Japan investing $40 B in US small modular reactors.
The countries that can rebuild nuclear industrial ecosystems won't just solve climate.
They'll solve energy security.
Forever.
France didn't build 56 reactors with better technology.
It built them with industrial discipline.
That's the lesson Europe forgot.
And the one it desperately needs to relearn
It's an industrial one.
France proved it in the 1970s 56 reactors in 15 years.
South Korea refined it in the 2000s.
China is executing it today multiple reactors under construction simultaneously.
The West forgot how.
Deploying 50-100+ reactors in Europe requires 5 systems working in sync:
π Factories producing nuclear-grade components at volume
π· Skilled engineering + construction workforce pipeline takes decades
β½ Resilient fuel supply chains not dependent on Russia
π Long-horizon policy stability 20+ year commitments
π° Capital aligned to infrastructure cycles not quarterly earnings
Now connect it to today:
Hormuz blocked.
Gas prices spiking
Europe told to "use less energy."
Japan investing $40 B in US small modular reactors.
The countries that can rebuild nuclear industrial ecosystems won't just solve climate.
They'll solve energy security.
Forever.
France didn't build 56 reactors with better technology.
It built them with industrial discipline.
That's the lesson Europe forgot.
And the one it desperately needs to relearn
Almost $800 billion wiped from US stocks in 50 minutes after reports that Iran's top negotiator Ghalibaf has resigned from the peace talks.
Israeli channel N12 reports the IRGC intervened and forced Ghalibaf out signaling hardliners have taken control of Iran's negotiation process.
WTI oil surged to $98, up 15% this week. S&P 500 and Nasdaq are at day lows. Russell 2000 dropped from 2,795 to 2,749.
The man leading peace talks for Iran just walked away. Oil is pricing in war resuming.
Israeli channel N12 reports the IRGC intervened and forced Ghalibaf out signaling hardliners have taken control of Iran's negotiation process.
WTI oil surged to $98, up 15% this week. S&P 500 and Nasdaq are at day lows. Russell 2000 dropped from 2,795 to 2,749.
The man leading peace talks for Iran just walked away. Oil is pricing in war resuming.
Forwarded from π’WTI, Brent Crude Oil, NGAS Trading π
The world is adding more energy
Here's what actually met the demand:
βοΈ Solar PV: 27%
β½ Natural gas: 17%
π’οΈ Oil: 15%
β»οΈ Solid bioenergy: 13%
π¨ Wind: 9%
β« Coal: 9%
Solar is winning.
But gas and oil together? Still 32%.
Fossil fuels are still doing the heavy lifting.
Both things are true simultaneously
Source: IEA 2025
Here's what actually met the demand:
βοΈ Solar PV: 27%
β½ Natural gas: 17%
π’οΈ Oil: 15%
β»οΈ Solid bioenergy: 13%
π¨ Wind: 9%
β« Coal: 9%
Solar is winning.
But gas and oil together? Still 32%.
Fossil fuels are still doing the heavy lifting.
Both things are true simultaneously
Source: IEA 2025