This is the kind of market where you simply buy what the president tells you to:
Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC
AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8
Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company
Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas
Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti
Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor
Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin
Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat
Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines
Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels
AVs & Robotics
$TSLA Tesla
$AMZN Amazon
Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy
Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC
AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8
Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company
Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas
Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti
Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor
Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin
Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat
Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines
Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels
AVs & Robotics
$TSLA Tesla
$AMZN Amazon
Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy
The following 19 groups are the current leading industry groups at 100% 1-Month RS% with $XLK sector;
$DXYZ – Pre-IPO & Private Unicorn Equity
$BOTZ – AI & Robotics
$CIBR – Cybersecurity
$MAGS – Magnificent 7
$AIQ – AI Software & Data Processing
$EWY – South Korea Equities
$QTUM – Quantum/AI
$DRIV – EV & Autonomous Vehicles
$BUZZ – Social Media
$SOXX – Broad Semiconductor
$ROBO – Robotics & Automation
$SMH – Semiconductor Giants
$SPMO – S&P 500 Momentum
$BAI – AI & Tech Active
$XSD – Semiconductors (Equal Weight)
$FDRV – EV & Future Transportation
$PBW – Clean Energy
$CLOU – Cloud Infrastructure & SaaS
$TAN – Solar
$DXYZ – Pre-IPO & Private Unicorn Equity
$BOTZ – AI & Robotics
$CIBR – Cybersecurity
$MAGS – Magnificent 7
$AIQ – AI Software & Data Processing
$EWY – South Korea Equities
$QTUM – Quantum/AI
$DRIV – EV & Autonomous Vehicles
$BUZZ – Social Media
$SOXX – Broad Semiconductor
$ROBO – Robotics & Automation
$SMH – Semiconductor Giants
$SPMO – S&P 500 Momentum
$BAI – AI & Tech Active
$XSD – Semiconductors (Equal Weight)
$FDRV – EV & Future Transportation
$PBW – Clean Energy
$CLOU – Cloud Infrastructure & SaaS
$TAN – Solar
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Palantir CEO just said something VERY controversial about the current state of the economy:
"The average Ivy League grad is annoyed their education is not that valuable, and that the person who knows how to drill has a more valuable profession.”
What do you think about this?
"The average Ivy League grad is annoyed their education is not that valuable, and that the person who knows how to drill has a more valuable profession.”
What do you think about this?
🌏 Top 10 Economies in Asia, Projected GDP for 2026
The center of global economic gravity continues shifting toward Asia.
From manufacturing and technology to commodities, shipping, and finance, Asian economies are increasingly driving global growth and trade flows.
📊 According to IMF projections for 2026:
🇨🇳 China remains Asia’s largest economy with GDP above $19T
🇮🇳 India continues to emerge as one of the fastest-growing major economies in the world
The next decade of global growth will be shaped heavily in Asia.
The center of global economic gravity continues shifting toward Asia.
From manufacturing and technology to commodities, shipping, and finance, Asian economies are increasingly driving global growth and trade flows.
📊 According to IMF projections for 2026:
🇨🇳 China remains Asia’s largest economy with GDP above $19T
🇮🇳 India continues to emerge as one of the fastest-growing major economies in the world
The next decade of global growth will be shaped heavily in Asia.
🏦🌍 Central banks are taking very different paths on gold in 2026
🇵🇱 Poland leads global accumulation, adding 20+ tonnes as a hedge against geopolitical risk.
🇷🇺 Russia and 🇹🇷 Türkiye are selling reserves to manage liquidity and currency pressures.
Key trend:
🔹 🇵🇱 Poland, 🇺🇿 Uzbekistan, and 🇨🇳 China are building “sanction proof” reserves
🔹 Emerging markets continue reducing dependence on dollar-based assets
Gold is becoming more than a reserve asset. It is a geopolitical signal.
🇵🇱 Poland leads global accumulation, adding 20+ tonnes as a hedge against geopolitical risk.
🇷🇺 Russia and 🇹🇷 Türkiye are selling reserves to manage liquidity and currency pressures.
Key trend:
🔹 🇵🇱 Poland, 🇺🇿 Uzbekistan, and 🇨🇳 China are building “sanction proof” reserves
🔹 Emerging markets continue reducing dependence on dollar-based assets
Gold is becoming more than a reserve asset. It is a geopolitical signal.
The "nuclear renaissance" debate is about reactors.
The actual price tag is in the fuel chain.
Per McKinsey/IAEA, US nuclear fuel investment needs jump from $15B (2025) to $105–170B by 2050 a 10x increase across mining, conversion, enrichment, fabrication, and reprocessing.
The reactor isn't the bottleneck…. The fuel is.
The actual price tag is in the fuel chain.
Per McKinsey/IAEA, US nuclear fuel investment needs jump from $15B (2025) to $105–170B by 2050 a 10x increase across mining, conversion, enrichment, fabrication, and reprocessing.
The reactor isn't the bottleneck…. The fuel is.
🇨🇭 Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$IREN Prices Upsized $2.6B Offering Of Convertible Senior Notes Due 2033
Key details of the transaction
$2.6 billion convertible senior notes offering (1.00% coupon, 32.5% conversion premium)
Capped call transactions entered into in connection with the notes, which are expected generally to provide a hedge upon conversions up to an initial cap price of $110.30 per share, which represents a 100% premium (as compared to the 32.5% conversion premium under the notes)
The issuance and sale of the notes are scheduled to settle on May 14, 2026, subject to customary closing conditions. IREN also granted the initial purchasers of the notes an option to purchase, for settlement within a period of 13 days from, and including, the date the notes are first issued, up to an additional $400 million principal amount of notes
Key details of the transaction
$2.6 billion convertible senior notes offering (1.00% coupon, 32.5% conversion premium)
Capped call transactions entered into in connection with the notes, which are expected generally to provide a hedge upon conversions up to an initial cap price of $110.30 per share, which represents a 100% premium (as compared to the 32.5% conversion premium under the notes)
The issuance and sale of the notes are scheduled to settle on May 14, 2026, subject to customary closing conditions. IREN also granted the initial purchasers of the notes an option to purchase, for settlement within a period of 13 days from, and including, the date the notes are first issued, up to an additional $400 million principal amount of notes
🇨🇭 Global One SI - Prompt
$ASTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
AST SpaceMobile $ASTS targets 45 satellites in orbit for 2026, with BlueBirds 8, 9 and 10 launching via SpaceX in mid June.
Backed by $3.5B in cash and a 60 MNO partner ecosystem, the company remains on track for $150M to $200M in full year revenue.
Backed by $3.5B in cash and a 60 MNO partner ecosystem, the company remains on track for $150M to $200M in full year revenue.
🇨🇭 Global One SI - Prompt
$PLUG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Plug Power $PLUG reports Q1 revenue increased 22% to $163.5M.
Gross margin improved significantly by 42 percentage points to 13% as cost optimization took hold. Adjusted EPS narrowed to $0.08 while the firm scaled electrolyzer business.
Gross margin improved significantly by 42 percentage points to 13% as cost optimization took hold. Adjusted EPS narrowed to $0.08 while the firm scaled electrolyzer business.