$OKLO $SMR $CCJ $UUUU $LEU | Holtec Palisades is set for a historic restart, backed by a $1.52B federal loan.

As the first recommissioned nuclear plant in US history, the 777MW facility will provide carbon free baseload power for over 800,000 homes starting in 2026.

$MP $UUUU $UAMY $USAR $LAC $CRML | G7 finance chiefs agree on a massive plan to break China’s critical mineral grip.

By inviting Australia and India into a new "price floor" framework, the G7 is shielding Western miners from market dumping.

$GSAT $LUNR $ASTS $RKLB $PL | SpaceX has urged the FCC to deny Amazon’s deployment extension, calling the 1,300 satellite shortfall a result of "gamesmanship."

Despite Amazon’s $11.6B Globalstar acquisition, SpaceX argues orbital priority must favor active deployment.

$INTC $MU $SNDK $WDC $AMAT | SoftBank subsidiary SAIMEMORY and Intel have secured Japanese government backing for ZAM (Z Angle Memory).

Designed to replace HBM, ZAM offers a 50% reduction in power for AI workloads, marking a pivotal shift in the semiconductor supply chain.

$IREN $NBIS $WULF $CRWV $HUT | Google is doubling down on Anthropic with a $40B investment, including an immediate $10B cash infusion.

With revenue run rates topping $30B, this deal secures the 5GW of compute capacity needed for next generation Agentic AI.

Top 100 24h Gainers 🚀

AERO $0.4758 +11.84%
PI $0.1839 +8.13%
SEI $0.0641 +6.48%
XMR $399.17 +6.35%
MORPHO $1.94 +5.79%

Top 100 24h Losers 🔻

SIREN $0.6712 -4.69%
EDGE $1.26 -1.98%
TON $1.31 -1.52%
CC $0.1504 -1.19%
NIGHT $0.0356 -1.17%

🚨Half the world's top 10 copper miners couldn't hit their own targets

while demand is about to surge📈

⚠️This is a supply warning

✅ CMOC: +111kt above midpoint
✅ Rio Tinto: +68kt
✅ BHP: +18kt (expected)
✅ CODELCO – Corporación Nacional del Cobre de Chile: +9kt

❌ Zijin Mining Group: −65kt
❌ Grupo Antofagasta Minerals: −26kt
❌ Anglo American: −24kt
❌ Grupo México: −12kt
❌ Glencore: −11kt

Among the top 10 producers on earth 4 beat but 5 missed.

The demand side isn't slowing down

→ Data centers alone: +475kt copper demand in 2026 vs prior year
→ Grid infrastructure: 60%+ of all copper demand growth to 2030
→ EVs use 3–4x more copper than gas vehicles
→ For Bloomberg demand could triple by 2045
→ 8 mtpa of new mining capacity needed by 2035

None of it exists yet.

the forecast:

ICSG: market moves into shortage in 2026
Goldman Sachs: 160kt surplus
J.P. Morgan: copper at $12,500/t in Q2 2026

You can model demand all you want.
The constraint is always supply.
And the top 10 just told you supply is harder than the models assume.

THE 7 LAYERS OF PHOTONICS

1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG

2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX

3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC

4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC

5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN

6. Optics (module layer)
$AAOI, $POET, $GLW

7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN

Claude skills for trading and market analysis

github.com/tradermonty/claude-trading-skills

Self-improving AI agents for financial trading

github.com/chrisworsey55/atlas-gic

Multi-strategy prediction market trading bot

github.com/suislanchez/polymarket-kalshi-weather-bot

AI infrastructure continues to outperform the broader market by a wide margin 🛠️ 🤖

While software and AI productivity names lag behind, the market keeps rewarding the companies building the AI backbone.

Are we still in the early innings of the AI infrastructure boom? 👀

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

For the first time in history, renewables met 100% of global electricity demand growth in 2025.

Every new TWh the world consumed last year was covered by solar and clean sources fossil fuels added nothing net to the growth equation.

In 2001 almost all demand growth was fossil fuels.
By 2025 solar alone is carrying the load.

⚠️But this happened the same year Hormuz closed and reminded the world that electricity generation and liquid fuels are 2 completely different problems and renewables solve just 1 of them.

You can solar-panel your grid.
You can't solar-panel a 747....

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

Top 100 24h Gainers 🚀

PENGU     $0.009653   +11.79%
STABLE    $0.0355        +6.39% 
EDGE        $1.33            +5.81% 
币安人生      $0.3656     +5.56% 
JUP          $0.1902        +5.34% 

Top 100 24h Losers 🔻

M              $4.03            -10.14%
SEI          $0.0599        -6.23% 
ZRO          $1.46            -6.15% 
TRUMP      $2.51            -5.66% 
ETHFI      $0.4260        -5.19%

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

$JOBY – Real Catalyst + Technical Compression

Electric air taxis are no longer a concept — rollout is accelerating, and $JOBY is positioning early.

The Technicals:

✅ Trend: Downtrend slowing → base forming near support
✅ TTM Squeeze: ON → volatility expansion loading
✅ OBV: Recovering → accumulation quietly building
✅ MFI: Holding strength above 60
Key Level: $8.80
Target 1: $9.90
Target 2: $13.60

Support: $7.80
This is where early positioning happens before the move.
Watch the breakout.