Critical minerals are the new oil.
Africa is the new Gulf concentrated reserves, weak central states, mobile capital, three superpowers competing for offtake.
Cobalt in DRC.
Copper in Zambia.
Lithium in Zimbabwe and Mali.
The scramble doesn't change the doctrine.
Just the commodity.
Source:the economist
Africa is the new Gulf concentrated reserves, weak central states, mobile capital, three superpowers competing for offtake.
Cobalt in DRC.
Copper in Zambia.
Lithium in Zimbabwe and Mali.
The scramble doesn't change the doctrine.
Just the commodity.
Source:the economist
Uranium and nuclear energy is now a national security issue.
Small Modular & Micro Reactors
$XE X-energy
$GEV GE Vernova
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$RYCEF Rolls-Royce
$BWXT BWX Technologies
Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes
Nuclear Fuel Technology
$LTBR Lightbridge
$XE X-energy
Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy
Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$DNN Denison Mines
$ISOU Iso Energy
Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$GEV GE Vernova
$BWXT BWX Technologies
Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group
Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance/ETF
Small Modular & Micro Reactors
$XE X-energy
$GEV GE Vernova
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$RYCEF Rolls-Royce
$BWXT BWX Technologies
Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes
Nuclear Fuel Technology
$LTBR Lightbridge
$XE X-energy
Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy
Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$DNN Denison Mines
$ISOU Iso Energy
Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$GEV GE Vernova
$BWXT BWX Technologies
Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group
Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance/ETF
AI Needs Energy. From Uranium to Cooling: The Power Stack Behind AI 🧵
Goldman Sachs now sees data-center power demand rising 220% by 2030 vs. 2023, adding 905 TWh. Morgan Stanley sees U.S. data-center demand reaching 74 GW by 2028, with a 49 GW power-access gap.
AI energy map: $CEG $VST $GEV $VRT $ETN $NEE $SMR $OKLO $BE $PWR.
Goldman Sachs now sees data-center power demand rising 220% by 2030 vs. 2023, adding 905 TWh. Morgan Stanley sees U.S. data-center demand reaching 74 GW by 2028, with a 49 GW power-access gap.
AI energy map: $CEG $VST $GEV $VRT $ETN $NEE $SMR $OKLO $BE $PWR.
🇨🇭 Global One SI - Prompt
$KTOS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Citizens reiterates Market Outperform for Kratos $KTOS with a $125 price target.
As a 2026 "Top Pick," Kratos is leveraging a $446.8M Space Force deal and 20% sales growth to lead the defense supercycle in autonomous drones and hypersonic systems.
As a 2026 "Top Pick," Kratos is leveraging a $446.8M Space Force deal and 20% sales growth to lead the defense supercycle in autonomous drones and hypersonic systems.
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How to Trade the MACD Indicator
0:00 - What is MACD?
0:14 - Uses of MACD
0:17 - Histogram
2:10 - Pullbacks
2:38 - Divergences
3:46 - Advanced Strategies
4:06 - Support and Resistance
5:18 - Bollinger Bands
6:24 - EMA Bands
0:00 - What is MACD?
0:14 - Uses of MACD
0:17 - Histogram
2:10 - Pullbacks
2:38 - Divergences
3:46 - Advanced Strategies
4:06 - Support and Resistance
5:18 - Bollinger Bands
6:24 - EMA Bands
🇨🇭 Global One SI - Prompt
Someone just turned Claude Code into a money-making machine. It’s called Dexter. Finds undervalued stocks. builds full investment thesis. 100% free. open-source. This isn’t a tool. it’s your AI analyst. Most will scroll. you shouldn’t. github.com/virattt/dexter
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CCXT connects your code to 111 crypto exchanges with a single unified API market data, trading, backtesting, arbitrage, bot programming, all in JavaScript, Python, C#, PHP, and Go.
2.4 million downloads a year and most retail traders have never heard of it.
github.com/ccxt/ccxt
2.4 million downloads a year and most retail traders have never heard of it.
github.com/ccxt/ccxt
✍1
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Dario Amodei:
"Claude is already designing the next version of itself. Not completely, but in many ways."
"Engineers aren't writing code anymore."
AGI is already here?
"Claude is already designing the next version of itself. Not completely, but in many ways."
"Engineers aren't writing code anymore."
AGI is already here?
$IREN $NBIS $WULF $CRWV $HUT $APLD | Anthropic’s revenue reached a $40B run rate in Q1 2026, up 80x since 2024.
With 10 new finance agents launched in NYC, Anthropic is scaling toward a $900B valuation by automating banking workflows and securing 8.5GW of compute power.
With 10 new finance agents launched in NYC, Anthropic is scaling toward a $900B valuation by automating banking workflows and securing 8.5GW of compute power.
🇨🇭 Global One SI - Prompt
$CRML/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
Critical Metals $CRML secures Greenland’s approval for a 70% stake in 60° North Greenland ApS.
By controlling local logistics and drilling, Critical Metals accelerates development at Tanbreez, one of the world’s largest heavy rare earth deposits.
By controlling local logistics and drilling, Critical Metals accelerates development at Tanbreez, one of the world’s largest heavy rare earth deposits.
🇨🇭 Global One SI - Prompt
$LEU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Centrus Energy $LEU is raising 2026 revenue guidance to $450M - $500M, fueled by a massive $3.9B backlog extending to 2040.
With $500M in capital deployment, Centrus is scaling Piketon facility and hiring over 200 employees to lead U.S. nuclear fuel.
With $500M in capital deployment, Centrus is scaling Piketon facility and hiring over 200 employees to lead U.S. nuclear fuel.
The world's top 25 copper miners produced this in Q4 2025.
It still isn't enough....
🥇 BHP: 490,500 tonnes down 4% YoY
🥈 Codelco: 397,076 down 3.2% YoY
🥉 Freeport-McMoRan: 290,299 down 38.5% YoY
The largest producers are all declining yoy.
Meanwhile the energy transition, EV buildout, and AI data center boom all need copper at a scale this chart cannot support.
The supply response isn't coming fast enough.
New mines take 10-16 years from discovery to production.
The miners on this list are already struggling to hold flat output at existing operations.
Glencore +8.8%.
Teck +9.8%.
CMOC +13.6%.
The winners are gaining share but the total pool isn't growing at anything close to the rate demand requires.
The commodity nobody talks about is the one the entire modern economy runs on.
It still isn't enough....
🥇 BHP: 490,500 tonnes down 4% YoY
🥈 Codelco: 397,076 down 3.2% YoY
🥉 Freeport-McMoRan: 290,299 down 38.5% YoY
The largest producers are all declining yoy.
Meanwhile the energy transition, EV buildout, and AI data center boom all need copper at a scale this chart cannot support.
The supply response isn't coming fast enough.
New mines take 10-16 years from discovery to production.
The miners on this list are already struggling to hold flat output at existing operations.
Glencore +8.8%.
Teck +9.8%.
CMOC +13.6%.
The winners are gaining share but the total pool isn't growing at anything close to the rate demand requires.
The commodity nobody talks about is the one the entire modern economy runs on.
🇨🇭 Global One SI - Prompt
For the first time, Codex has surpassed Claude Code in daily downloads. GPT-5.5 in Codex is widening the gap.
Codex vs. Claude Code downloads & general usage.
The gap is widening - fast.
The gap is widening - fast.
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