$ASTS $GSAT $AMZN $RKLB $VOYG | FCC Chair Brendan Carr states the U.S. requires at least three satellite-to-phone providers to maintain healthy market competition.

Carr highlighted Amazon and AST SpaceMobile as the primary challengers to Starlink’s current lead in the sector.

Global gas turbine orders just hit 135 GW in 2025 back to year 2000 levels.

That was the dot-com bubble peak.

This is the AI buildout.

Same fever.
Same fuel.

Same bottleneck: GE Vernova's 100 GW backlog.

Siemens Energy raising guidance.

Mitsubishi doubling capacity.

Order today, deliver next decade.

The world's largest data centers tell you what fuels them.

China Telecom + China Mobile: both in Hohhot, Inner Mongolia ...China's coal heartland.

US: Nevada, Utah, Atlanta, Chicago mainly gas.

US AI runs on gas.
Chinese AI runs on coal.

The map is the receipt.

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

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

ENERGY STORAGE IS BECOMING THE NEXT MAJOR INFRASTRUCTURE TRADE

AI data centers are creating an energy demand shock. Renewables are scaling. Grids are aging. That creates one unavoidable need:

🔋 STORAGE.

This isn’t a short-term theme. It’s a multi-year secular buildout.

Here’s how I’m viewing the sector:

$EOSE
Zinc-based long-duration storage (4–16hr+)
→ Non-lithium, non-flammable
→ Massive pipeline ($22B+)
→ High upside if execution improves
Risk: dilution + scaling credibility

$FLNC
Utility-scale battery storage leader
→ $5B+ backlog
→ Hyperscaler/data center penetration growing
→ Strong institutional backing
Risk: margins still need improvement

$QS
Solid-state battery moonshot
→ Pilot line now operational
→ Licensing model emerging
→ Strong cash runway
Risk: commercialization still years away

Other names worth watching:

$NRGV
Own-and-operate storage model
Recurring energy revenue could rerate the story

$AMPX
Silicon-anode batteries
High-density cells for aerospace/defense

$STEM
Software layer for energy storage
Less hardware risk, more recurring software model

$SES
AI + battery chemistry
One of the most interesting speculative intersections

My framework:

Grid-scale infrastructure:
$FLNC / $NRGV / $STEM

Long-duration storage:
$EOSE

Next-gen EV battery disruption:
$QS / $AMPX / $SES

The big picture:

AI growth needs power.
Power needs stability.
Stability needs storage.

Energy storage may become one of the biggest infrastructure trades of this decade.

Watch the capital flows early.

Here are the top performing 🇺🇸 Robotics & AI ETFs so far in 2026:

🥇 $AIVC Amplify Bloomberg AI Value Chain ETF +44.34% 🟢
🥈 $AIPO Defiance AI & Power Infrastructure ETF +44.17% 🟢
🥉 $CHAT Roundhill Generative AI & Technology ETF +42.32% 🟢
4. $WTAI WisdomTree Artificial Intelligence and Innovation Fund +33.67% 🟢
5. $IBOT VanEck Robotics ETF +22.82% 🟢
6. $BULD Pacer BlueStar Engineering the Future ETF +22.58% 🟢
7. $KOID KraneShares Global Humanoid Robotics and Physical AI Index ETF +21.42% 🟢
8. $ROBO ROBO Global Robotics & Automation Index ETF +20.92% 🟢
9. $AIQ Global X Artificial Intelligence & Technology ETF +17.95% 🟢
10. $UBOT Direxion Daily Robotics AI & Automation Bull 2X ETF +15.32% 🟢
11. $ALAI Alger AI Enablers & Adopters ETF +15.29% 🟢
12. $SPRX Spear Alpha ETF +14.03% 🟢
13. $BOTZ Global X Robotics & Artificial Intelligence ETF +9.94% 🟢
14. $ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF +3.63% 🟢

BREAKING:

Coinbase CEO just went on Fox and said it live.

Big banks are working behind the scenes.
To block the President's pro-crypto agenda.

They want to slow down adoption.
They want to control the system.
They want to stop crypto.

The same banks that got bailed out in 2008.
Are now fighting to stop the technology that replaces them.

Trump personally protecting the CLARITY Act.

Senate vote May 14. 10:30 AM EST.

$20,000,000,000,000 waiting on the sidelines.
And the banks are throwing everything at the wall.

Because they know what happens when this bill passes.

They lose.
The fight is real.
And crypto is winning.

🚨 Breaking: U.S. SEC Chairman Paul Atkins Just Dropped the Most Bullish Signal Yet

“Crypto’s era has arrived.” 👀

This is one of the strongest pro-crypto statements from a top U.S. regulator in years.

The shift is real:
From “Suppress crypto”
To “Accept and regulate crypto” 🚀

5 GitHub Repositories That Will Help You Launch and Optimize Your Polymarket Trading Bot

These repositories will turn your basic bot into a complete, professional trading system

They cover everything from real-time monitoring and alerts all the way to backtesting, performance analysis, and continuous improvement.

1. skharchikov/polymarket-bot

Production-grade monitoring stack with Prometheus + Grafana dashboards.

Ready-made metrics for PnL, drawdown, winrate, trade count, and bot health. Perfect for 24/7 visibility

GitHub: github.com/skharchikov/polymarket-bot

2. ent0n29/polybot

Deep monitoring and reverse-engineering toolkit

Excellent logging of every strategy decision + Alertmanager

Helps you quickly understand why the bot is making certain moves

GitHub: github.com/ent0n29/polybot

3. buddies2705/polymarket-dashboard

Clean real-time Next.js dashboard. Shows live markets, your positions, holders, and overall statistics in a beautiful interface

GitHub: github.com/buddies2705/polymarket-dashboard

4. evan-kolberg/prediction-market-backtesting

Strong backtesting framework built specifically for Polymarket

Lets you test strategies on historical data before going live

GitHub: github.com/evan-kolberg/prediction-market-backtesting

5. Jon-Becker/prediction-market-analysis

The largest public Polymarket + Kalshi dataset with ready-to-use analysis tools

Great for researching the market and finding new patterns to improve your bot

GitHub: github.com/Jon-Becker/prediction-market-analysis

With these five repositories you go from “I have a bot” to “I have a stable, transparent, and constantly improving trading system”

This chart is the most important leverage for China going into the Beijing summit.

China's share of global production for the minerals that run the modern economy:

🔴 Gallium: 98.7%
🔴 Magnesium: 95.0%
🟢 Niobium: 90.9% (Brazil)
🔴 Tungsten: 82.7%
🔴 Bismuth: 81.3%
🔴 Graphite: 79.4%
🔴 Silicon: 76.3%
🔵 Cobalt: 75.9% (DRC)
🔴 Rare Earths: 69.2%
🔴 Antimony: 60.0%
🔴 Aluminum: 59.7%

The pattern across critical minerals is the same.

China is the leading producer in almost all.
Even where China doesn't mine it, it processes it.

Gallium at 98.7% is the number that should concern every defence ministry in the world.

Gallium is essential for semiconductors, radar systems, satellite communications, and EV power electronics.

Beijing already restricted gallium exports in 2023.
It can turn that tap further at any moment.

This is the leverage sitting across the table from Trump in Beijing this week.

$575 billion in US-China trade repricing.
20 mb/d of oil. 20% of global LNG.
Taiwan.
Iran.
Hormuz.
Tariffs.

All stacked into 48 hours against an active shooting war in the Gulf.

The announcement will move prices.... Hard.

🚨 🇨🇳 China’s inflation is accelerating again, driven mainly by energy shocks linked to the Iran conflict.

📊 April data:
• CPI: +1.2% YoY, above expectations
• PPI: +2.8%, fastest pace since 2022
• Gasoline prices: +19.3%

⚠️ this is not demand-driven inflation.

China’s economy is still weak, but higher energy costs are now feeding directly into prices.
That makes stimulus much more complicated for Beijing.

Xi walks into the summit with Trump holding this number

🇨🇳 China’s crude imports are plunging.

Beijing has sharply reduced crude and condensate purchases.

🇪🇺 Europe is still an export superpower

While the US ran a $1.24T goods trade deficit in 2025, the EU still posted a €128B goods trade surplus.

But one structural weakness remains: energy⚠️

Europe’s external balance is heavily dragged down by energy imports.

And now EU wants to focus on a more sovereign energy system, built around renewables, nuclear, hydrogen, stronger grids, and storage, would significantly strengthen Europe’s trade position.

is this going to save EU?

$ZSQR is starting to show early signs of stabilization after the post-merger reset.

Several technical indicators are now beginning to display positive divergences while the stock continues trading near deeply oversold conditions.

→ RSI attempting to recover
→ Momentum improving
→ Selling pressure slowing down
→ Price holding near key support
With just 9.5M float shares, the setup is becoming increasingly interesting as the broader AI infrastructure + power narrative continues heating up across the sector.
Analysts currently carry a price target near $80, showing how disconnected the current valuation still appears relative to the broader long-term thesis.
Now the focus shifts toward:
→ execution
→ future catalysts
→ market recognition

Sometimes the strongest reversals begin when sentiment is still extremely quiet.

$QMCO all set for a major move

$XGN — Quiet breakout starting to wake up 👀

After months of selling pressure… buyers are finally stepping back in.

The Technicals:

✅ Clean breakout over the $3.25–$3.30 resistance zone
✅ Massive volume expansion confirming interest
✅ TTM Squeeze turning positive → momentum building
✅ RSI pushing near 70 = strong momentum shift
✅ Higher lows forming since April
This is the type of chart that can move FAST if volume continues.
Targets:
🎯 $4.50
🎯 $6.75+
Support:
$2.95
Microcap biotech + fresh breakout structure = dangerous combo for shorts.

Early positioning before the crowd notices.

$ASTS $GSAT $RKLB $VOYG | Robinhood cofounder’s Cowboy Space raises $275M at a $2B valuation.

With backing from Index Ventures and Nvidia, the startup plans to launch proprietary rockets and orbital data centers by 2028 to meet the global surge in AI compute demand.

IREN $IREN announces a $2B convertible senior notes offering due 2033 to fund the AI cloud expansion.

The deal includes capped calls to limit dilution and supports the 200MW Horizon project as IREN scales into a premier AI infrastructure provider.