Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨By 2035, US data centers alone will consume 6.5 billion cubic feet of gas per day.
That's roughly 10% of total US dry gas demand today added on top, just for AI.
This is a structural buildout.
Every bar on this chart is a midstream contract.
That's roughly 10% of total US dry gas demand today added on top, just for AI.
This is a structural buildout.
Every bar on this chart is a midstream contract.
🇨🇭 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…
Citizens JMP maintains Market Outperform on Rocket Lab $RKLB and raises price target to $95.
Following a record $200M revenue quarter and a $2.2B backlog, the company is cementing its role as the global No.2 in space, with Neutron on track for 2026.
Following a record $200M revenue quarter and a $2.2B backlog, the company is cementing its role as the global No.2 in space, with Neutron on track for 2026.
🇨🇭 Global One SI - Prompt
$HUT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Rosenblatt maintains Buy on HUT 8 $HUT and raises price target to $124.
Following a $16.8B lease backlog and a new hyperscale HPC deal, HUT is pivoting to a $1B EBITDA run rate by 2028. The company is now a top tier player in global AI infrastructure.
Following a $16.8B lease backlog and a new hyperscale HPC deal, HUT is pivoting to a $1B EBITDA run rate by 2028. The company is now a top tier player in global AI infrastructure.
🇨🇭 Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
H.C. Wainwright maintains Buy on IREN $IREN and raises price target to $85.
Following a $3.4B NVIDIA $NVDA cloud contract, IREN now has 65% of its 2026 revenue guidance under contract, cementing its lead as a high margin AI infrastructure powerhouse.
Following a $3.4B NVIDIA $NVDA cloud contract, IREN now has 65% of its 2026 revenue guidance under contract, cementing its lead as a high margin AI infrastructure powerhouse.
🔥 US macroeconomic data:
▪️ Unemployment rate (April)
FACT: 4.3%
FORECAST: 4.3%
PREDICTION.: 4.3%
▪️ Change in the number of employed in the non-agricultural sector (April)
FACT: 115K
FORECAST: 65K
PREDICTION.: 185K
▪️ Average hourly wage (compared to the same period last year) (YoY) (April)
FACT: 3.6%
FORECAST: 3.8%
PREDICTION.: 3.4%
▪️ Average hourly wage (MoM) (April)
FACT: 0.2%
FORECAST: 0.3%
PREDICTION.: 0.2%
▪️ Unemployment rate (April)
FACT: 4.3%
FORECAST: 4.3%
PREDICTION.: 4.3%
▪️ Change in the number of employed in the non-agricultural sector (April)
FACT: 115K
FORECAST: 65K
PREDICTION.: 185K
▪️ Average hourly wage (compared to the same period last year) (YoY) (April)
FACT: 3.6%
FORECAST: 3.8%
PREDICTION.: 3.4%
▪️ Average hourly wage (MoM) (April)
FACT: 0.2%
FORECAST: 0.3%
PREDICTION.: 0.2%
🇨🇭 Global One SI - Prompt
$WULF/USD H2 #Indicator #Signal #Trading #GlobalOneAI
TeraWulf $WULF Q1 revenue reaches $34M, with 60% now coming from high margin HPC leases.
The company now holds a massive $3.1B cash position and a new $250M credit line to fund its 2.8GW pipeline across New York, Kentucky, and Maryland.
The company now holds a massive $3.1B cash position and a new $250M credit line to fund its 2.8GW pipeline across New York, Kentucky, and Maryland.
🇨🇭 Global One SI - Prompt
$DPRO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Draganfly $DPRO selected by two U.S. Department of War units for its Flex FPV drone systems.
These platforms will support training and tactical readiness, cementing Draganfly as a key player in the U.S. military's shift toward agile, unmanned tech.
These platforms will support training and tactical readiness, cementing Draganfly as a key player in the U.S. military's shift toward agile, unmanned tech.
$BB 👀
This is exactly why I kept saying the reversal was REAL.
After months of accumulation… Blackberry is now breaking into a completely new range with serious volume behind it.
The Technicals:
✅ Multi-year resistance breakout attempt
✅ Huge volume confirming institutional interest
✅ TTM Squeeze expanding higher
✅ OBV still elevated → accumulation remains strong
✅ Higher lows + momentum continuation
✅ RSI pushing back into bullish territory
Most people laughed at $BB under $4.
Now the chart is reclaiming levels not seen in YEARS.
Key breakout zone: $6.20
If bulls hold this area clean… the next expansion leg could accelerate FAST toward double digits.
This is exactly why I kept saying the reversal was REAL.
After months of accumulation… Blackberry is now breaking into a completely new range with serious volume behind it.
The Technicals:
✅ Multi-year resistance breakout attempt
✅ Huge volume confirming institutional interest
✅ TTM Squeeze expanding higher
✅ OBV still elevated → accumulation remains strong
✅ Higher lows + momentum continuation
✅ RSI pushing back into bullish territory
Most people laughed at $BB under $4.
Now the chart is reclaiming levels not seen in YEARS.
Key breakout zone: $6.20
If bulls hold this area clean… the next expansion leg could accelerate FAST toward double digits.
$ALLR – Quiet base… starting to wake up 👀
Tight compression with higher lows pushing into $1.35–$1.40 resistance.
TTM Squeeze building → momentum loading.
MFI strong, OBV flat but holding → no real selling pressure.
💡 DD Angle:
• Microcap (~$20M) → moves fast on volume
• Biotech name = catalyst-sensitive (news can trigger spikes)
Break $1.40 and this can expand quickly toward $5.00+
👉 Early setup before the crowd.
Tight compression with higher lows pushing into $1.35–$1.40 resistance.
TTM Squeeze building → momentum loading.
MFI strong, OBV flat but holding → no real selling pressure.
💡 DD Angle:
• Microcap (~$20M) → moves fast on volume
• Biotech name = catalyst-sensitive (news can trigger spikes)
Break $1.40 and this can expand quickly toward $5.00+
👉 Early setup before the crowd.
$QMCO 👀
Now THIS is how a breakout starts.
From $7.50 → nearly $10 in one move… and the structure is still improving.
The Technicals:
✅ Descending trendline breakout confirmed
✅ Volume expansion validating the move
✅ TTM Squeeze turning positive
✅ RSI pushing back into momentum territory
✅ Higher lows + higher highs forming
✅ Shorts under pressure with 14% short float
This chart spent MONTHS building a base while nobody cared.
Now momentum is waking up fast.
Key level reclaimed: $9
Next major resistance sits around $14–15.
Low float + expanding volume + breakout structure = dangerous combination.
Now THIS is how a breakout starts.
From $7.50 → nearly $10 in one move… and the structure is still improving.
The Technicals:
✅ Descending trendline breakout confirmed
✅ Volume expansion validating the move
✅ TTM Squeeze turning positive
✅ RSI pushing back into momentum territory
✅ Higher lows + higher highs forming
✅ Shorts under pressure with 14% short float
This chart spent MONTHS building a base while nobody cared.
Now momentum is waking up fast.
Key level reclaimed: $9
Next major resistance sits around $14–15.
Low float + expanding volume + breakout structure = dangerous combination.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨Researchers just published the 1st complete geographic atlas of Arctic oil and gas infrastructure🛢️
What they mapped should reframe every conversation about Arctic energy ....
The numbers:
44,000+ extraction wells mapped
40,000 km of pipelines
512,000 km² of territory already under exploitation or licensed an area the size of Spain
The Arctic holds an estimated 20% of global undiscovered oil and gas reserves.
5 countries account for virtually all current extraction: the US (Alaska), Canada, Greenland, Norway, and Russia.
The 2 most intensively exploited areas: 🇺🇸Alaska's North Slope and 🇷🇺Russia's Yamal Peninsula.
Where extraction overlaps with sensitive territory:
7%+ of exploited land overlaps with formally protected ecological areas
13%+ overlaps with habitat ranges of key Arctic species polar bears, caribou
73% is inhabited by indigenous populations
The atlas was built specifically to make this overlap visible in one place.
Arctic infrastructure data had never been consolidated into a single accessible dataset before.
The researchers pulled from open-access databases across all 5 countries to build it.
🇪🇺The EU has proposed declaring the Arctic a "fossil fuel non-proliferation zone" a complete halt to new oil, gas, and coal extraction.
But an EU non-proliferation proposal sits directly against the energy security logic driving every one of those decisions.
The atlas won't resolve that tension.
But it makes the cost of ignoring it harder to justify.
What they mapped should reframe every conversation about Arctic energy ....
The numbers:
44,000+ extraction wells mapped
40,000 km of pipelines
512,000 km² of territory already under exploitation or licensed an area the size of Spain
The Arctic holds an estimated 20% of global undiscovered oil and gas reserves.
5 countries account for virtually all current extraction: the US (Alaska), Canada, Greenland, Norway, and Russia.
The 2 most intensively exploited areas: 🇺🇸Alaska's North Slope and 🇷🇺Russia's Yamal Peninsula.
Where extraction overlaps with sensitive territory:
7%+ of exploited land overlaps with formally protected ecological areas
13%+ overlaps with habitat ranges of key Arctic species polar bears, caribou
73% is inhabited by indigenous populations
The atlas was built specifically to make this overlap visible in one place.
Arctic infrastructure data had never been consolidated into a single accessible dataset before.
The researchers pulled from open-access databases across all 5 countries to build it.
🇪🇺The EU has proposed declaring the Arctic a "fossil fuel non-proliferation zone" a complete halt to new oil, gas, and coal extraction.
But an EU non-proliferation proposal sits directly against the energy security logic driving every one of those decisions.
The atlas won't resolve that tension.
But it makes the cost of ignoring it harder to justify.
▪️Market expectations (Fed rate):
- PAUSE until December 2027.
▪️Goolsbee, Fed Chairman:
- It would be a mistake to assume that a rate cut is the only scenario.
- A stagflationary shock remains one of the most challenging scenarios for the Fed.
▪️Collins, Fed Chairman:
- I expect the rate to remain at the current level for a long time.
- Supported the decision to leave rates unchanged.
- In an alternative scenario, the Fed might be forced to consider raising rates.
▪️Hammack, Fed Chairman:
- The base scenario is that the rate will remain unchanged for a long time.
▪️Williams, Fed Chairman:
- I expect GDP to grow by 2-2.25% in 2026, with unemployment at 4.25-4.5%.
- Inflation could be around 3% this year, returning to 2% in 2027.
- In the long run, the rate is likely to decline.
- However, there is currently no basis for either a sharp easing or a rate hike.
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🇨🇭 Global One SI - Prompt
My kind of day. Strong comeback in Space.
Turns out, there’s money to be made in space after all.
Have a great weekend everyone.
Conviction Pays 🫡
Have a great weekend everyone.
Conviction Pays 🫡