Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸+🇨🇦 POWER REALITY CHECK
💥NATURAL GAS STILL RUNS NORTH AMERICA
Forget the narratives.
Look at the grid.
In 2025, the biggest source of power across most US states and Canadian provinces is still fossil based.
⚡ Natural Gas dominates the US
• Largest power source in 30+ US states
• Backbone of the US emissions decline, coal → gas switch
• Critical for reliability as power demand surges (AI, data centers, reshoring)
💥NATURAL GAS STILL RUNS NORTH AMERICA
Forget the narratives.
Look at the grid.
In 2025, the biggest source of power across most US states and Canadian provinces is still fossil based.
⚡ Natural Gas dominates the US
• Largest power source in 30+ US states
• Backbone of the US emissions decline, coal → gas switch
• Critical for reliability as power demand surges (AI, data centers, reshoring)
🇨🇭 Global One SI - Prompt
Y-Combinator is pouring millions into AI start-ups. If you want to know where to invest, build, or get hired - follow YC's money. Their portfolio is basically a cheat sheet for analysing the future of tech. The smartest money in AI is flooding into these…
How to build your own algorithmic trading analyzer with Claude Code.
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🇨🇭 Global One SI - Prompt
$SLNH might be one of the more interesting small-cap infrastructure stories developing right now. Most people still associate the company primarily with crypto mining. I think the bigger transition may be happening underneath: ⚡ renewable-powered compute…
$SLNH dip looks more like a momentum reset than a breakdown.
Still seeing:
→ strong OBV
→ elevated volume
→ bullish structure
→ AI/power infrastructure narrative intact
This is where things get interesting.
The market still can’t decide if:
$SLNH is a Bitcoin miner
or
an emerging AI/HPC infrastructure play.
That uncertainty creates opportunity.
AI doesn’t run on hype.
It runs on electricity.
Still seeing:
→ strong OBV
→ elevated volume
→ bullish structure
→ AI/power infrastructure narrative intact
This is where things get interesting.
The market still can’t decide if:
$SLNH is a Bitcoin miner
or
an emerging AI/HPC infrastructure play.
That uncertainty creates opportunity.
AI doesn’t run on hype.
It runs on electricity.
🇨🇭 Global One SI - Prompt
How to build your own algorithmic trading analyzer with Claude Code.
Hermes Agent can now act as your personal 𝕏 assistant.
This new Integration is extremely useful, and if you live on 𝕏, you should set it up ASAP.
Here's how to stack Hermes + Grok for the ultimate real-time 𝕏 assistant:
This new Integration is extremely useful, and if you live on 𝕏, you should set it up ASAP.
Here's how to stack Hermes + Grok for the ultimate real-time 𝕏 assistant:
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$VIVO may be one of the more overlooked future infrastructure stories developing right now.
Most people still look at electrification purely through the lens of consumer EVs.
I think the much bigger transition may happen underneath:
⚡ industrial electrification
⚡ distributed energy systems
⚡ microgrids
⚡ battery ecosystems
⚡ ruggedized EV infrastructure
⚡ power resiliency
That’s exactly where $VIVO is positioning itself.
The company quietly sits at the intersection of:
Energy + Electrification + Infrastructure.
Meanwhile, the weekly chart is starting to look increasingly constructive:
✔ breakout from descending structure
✔ momentum expansion
✔ improving OBV
✔ reclaim behavior strengthening
✔ speculative infrastructure rotation building
The next decade may not only be about AI software.
It may also become a massive infrastructure and electrification cycle.
Most people still look at electrification purely through the lens of consumer EVs.
I think the much bigger transition may happen underneath:
⚡ industrial electrification
⚡ distributed energy systems
⚡ microgrids
⚡ battery ecosystems
⚡ ruggedized EV infrastructure
⚡ power resiliency
That’s exactly where $VIVO is positioning itself.
The company quietly sits at the intersection of:
Energy + Electrification + Infrastructure.
Meanwhile, the weekly chart is starting to look increasingly constructive:
✔ breakout from descending structure
✔ momentum expansion
✔ improving OBV
✔ reclaim behavior strengthening
✔ speculative infrastructure rotation building
The next decade may not only be about AI software.
It may also become a massive infrastructure and electrification cycle.
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🚨 The richest man on the planet just lost a $134 billion lawsuit in under two hours..
Elon Musk sued OpenAI, Sam Altman, and Microsoft.. claimed they stole a nonprofit he helped build and turned it into a money machine.. wanted Altman fired, the company dismantled, and $134 billion returned
the jury didn't even get to whether OpenAI did anything wrong.. they said Musk filed too late.. statute of limitations.. three years to sue and he missed the window
think about that.. a man who runs X, advises the president, launches rockets, and builds AI at xAI.. couldn't beat a filing deadline
in 2015 Musk put $38 million into OpenAI.. in 2018 he walked away.. in 2023 he built xAI to compete with them.. in 2024 he sued.. in 2026 a jury said you should've spoken up sooner
two billionaires went to war over who gets to control the technology that might replace the rest of us.. and it ended not with a verdict on right or wrong.. but on a calendar
Elon Musk sued OpenAI, Sam Altman, and Microsoft.. claimed they stole a nonprofit he helped build and turned it into a money machine.. wanted Altman fired, the company dismantled, and $134 billion returned
the jury didn't even get to whether OpenAI did anything wrong.. they said Musk filed too late.. statute of limitations.. three years to sue and he missed the window
think about that.. a man who runs X, advises the president, launches rockets, and builds AI at xAI.. couldn't beat a filing deadline
in 2015 Musk put $38 million into OpenAI.. in 2018 he walked away.. in 2023 he built xAI to compete with them.. in 2024 he sued.. in 2026 a jury said you should've spoken up sooner
two billionaires went to war over who gets to control the technology that might replace the rest of us.. and it ended not with a verdict on right or wrong.. but on a calendar
✍1
The future of AI is agentic.
There will be billions of AI agents. Every person and company will have multiple agents.
That makes cybersecurity one of the most interesting sectors to watch.
Threat Detection
$CRWD CrowdStrike
$PANW Palo Alto Networks
$S SentinelOne
Network Security Providers
$FTNT Fortinet
$FFIV F5 Networks
$CSCO Cisco
$ATEN A10 Networks
$CHKP Check Point
Cloud Security
$NET Cloudflare
$ZS Zscaler
$OKTA Okta
Biometric Identity Verification
$YOU Clear Secure
Identity and Access Management
$OKTA Okta
Vulnerability Management
$TENB Tenable
$RPD Rapid7
$SCWX Secureworks
Data Security and Analytics
$VRNS Varonis
IT Services and Consulting
$INFY Infosys
$BAH Booz Allen Hamilton
$LDOS Leidos
$PSN Parsons
Cybersecurity ETFs
$HACK Amplify Cybersecurity ETF
$CIBR First Trust Cybersecurity ETF
There will be billions of AI agents. Every person and company will have multiple agents.
That makes cybersecurity one of the most interesting sectors to watch.
Threat Detection
$CRWD CrowdStrike
$PANW Palo Alto Networks
$S SentinelOne
Network Security Providers
$FTNT Fortinet
$FFIV F5 Networks
$CSCO Cisco
$ATEN A10 Networks
$CHKP Check Point
Cloud Security
$NET Cloudflare
$ZS Zscaler
$OKTA Okta
Biometric Identity Verification
$YOU Clear Secure
Identity and Access Management
$OKTA Okta
Vulnerability Management
$TENB Tenable
$RPD Rapid7
$SCWX Secureworks
Data Security and Analytics
$VRNS Varonis
IT Services and Consulting
$INFY Infosys
$BAH Booz Allen Hamilton
$LDOS Leidos
$PSN Parsons
Cybersecurity ETFs
$HACK Amplify Cybersecurity ETF
$CIBR First Trust Cybersecurity ETF
Meta is building a 7.5 GW AI campus in rural Louisiana.
To power it, they're constructing 10 new gas plants.
The Hyperion AI campus in Richland Parish will require up to 7.5 GW of power.
5 GW of that is pure compute load.
To deliver it, Entergy Louisiana is building approximately 10 combined-cycle gas turbines in two waves:
→ Wave 1 (approved 2025): 3 CCGTs, 2.3 GW
→ Wave 2 (agreed March 2026): 7 more CCGTs, >5.2 GW CCS and hydrogen-ready
That's the equivalent of multiple large gas fleets dropped into a single corner of the US South that was, until recently, farmland.
Meta signs 15-year power contracts, underwriting the full revenue requirement of the plants.
Entergy owns and operates the steel in the ground, earns a regulated return.
The broader Gulf Coast gas grid Haynesville, Transco, NGPL sells the molecules.
Meta takes demand risk. Entergy takes construction risk.
Gas producers get a locked-in long-dated sink.
Why gas and not nuclear or renewables?
CCGTs can be built in 3-5 years.
AI inference wants 24/7 firm power.
Louisiana sits on top of one of the densest gas pipeline systems in the world.
For this decade's AI wave, gas is the shortest path .
Once fully operational, 10 CCGTs running at high load factors will lock in multiple Bcf/day of regional gas demand for 15+ years.
That's functionally a long dated offtake contract for Gulf Coast gas production written by a hyperscaler, not an energy company.
Virginia, Ohio, Texas are already running the same playbook.
The Louisiana model hyperscaler guarantee, utility-owned gas and wires, existing pipeline network is becoming the template for the entire AI infrastructure buildout.
To power it, they're constructing 10 new gas plants.
The Hyperion AI campus in Richland Parish will require up to 7.5 GW of power.
5 GW of that is pure compute load.
To deliver it, Entergy Louisiana is building approximately 10 combined-cycle gas turbines in two waves:
→ Wave 1 (approved 2025): 3 CCGTs, 2.3 GW
→ Wave 2 (agreed March 2026): 7 more CCGTs, >5.2 GW CCS and hydrogen-ready
That's the equivalent of multiple large gas fleets dropped into a single corner of the US South that was, until recently, farmland.
Meta signs 15-year power contracts, underwriting the full revenue requirement of the plants.
Entergy owns and operates the steel in the ground, earns a regulated return.
The broader Gulf Coast gas grid Haynesville, Transco, NGPL sells the molecules.
Meta takes demand risk. Entergy takes construction risk.
Gas producers get a locked-in long-dated sink.
Why gas and not nuclear or renewables?
CCGTs can be built in 3-5 years.
AI inference wants 24/7 firm power.
Louisiana sits on top of one of the densest gas pipeline systems in the world.
For this decade's AI wave, gas is the shortest path .
Once fully operational, 10 CCGTs running at high load factors will lock in multiple Bcf/day of regional gas demand for 15+ years.
That's functionally a long dated offtake contract for Gulf Coast gas production written by a hyperscaler, not an energy company.
Virginia, Ohio, Texas are already running the same playbook.
The Louisiana model hyperscaler guarantee, utility-owned gas and wires, existing pipeline network is becoming the template for the entire AI infrastructure buildout.
$IREN $NVDA $DELL $WULF $CIFR $CORZ $APLD
The AI race is evolving FAST.
This is no longer just about chips or models.
It’s becoming a war for:
⚡ power
⚡ cooling
⚡ networking
⚡ compute infrastructure
$IREN CEO just confirmed strong relationships with both $DELL and $NVDA as hyperscalers aggressively scale AI infrastructure.
The market is slowly realizing something important:
The real bottleneck may not be AI itself…
It may be ENERGY and energized infrastructure.
That’s why AI infrastructure names are starting to rerate across the sector.
$MSFT $META $AMZN $GOOG all need massive compute capacity.
And somebody has to power it.
The AI race is evolving FAST.
This is no longer just about chips or models.
It’s becoming a war for:
⚡ power
⚡ cooling
⚡ networking
⚡ compute infrastructure
$IREN CEO just confirmed strong relationships with both $DELL and $NVDA as hyperscalers aggressively scale AI infrastructure.
The market is slowly realizing something important:
The real bottleneck may not be AI itself…
It may be ENERGY and energized infrastructure.
That’s why AI infrastructure names are starting to rerate across the sector.
$MSFT $META $AMZN $GOOG all need massive compute capacity.
And somebody has to power it.
14 Strongest Industry Groups At 1-Month RS Based On Latest Close
$UNG — Natural Gas
$IGV — US Tech / Software
$UFO — Space Industry
$XES — Oil & Gas Equipment & Services
$IHF — Health Care Providers
$CLOU — Cloud Infrastructure & SaaS
$USO — Crude Oil
$DXYZ — Pre-IPO & Private Unicorn Equity
$TAN — Solar
$MAGS — Magnificent 7
$OIH — Large-Cap Oil Services
$WCLD — Cloud Tech
$UNG — Natural Gas
$IGV — US Tech / Software
$UFO — Space Industry
$XES — Oil & Gas Equipment & Services
$IHF — Health Care Providers
$CLOU — Cloud Infrastructure & SaaS
$USO — Crude Oil
$DXYZ — Pre-IPO & Private Unicorn Equity
$TAN — Solar
$MAGS — Magnificent 7
$OIH — Large-Cap Oil Services
$WCLD — Cloud Tech
🇨🇭 Global One SI - Prompt
$OUST/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$OUST
"To perceive the world in full context requires a combination of structure and colour, and Rev8 is the first sensor to unify both."
And Ouster was also the first of the three companies that announced colour LiDAR to actually bring it to market!
This shift to colour LiDAR is "a generational transition, not an incremental improvement", according to Tim van Wessel, who wrote a fascinating article breaking down how this "new generation of sensors can now see geometry and colour at the same time, on the same chip."
"To perceive the world in full context requires a combination of structure and colour, and Rev8 is the first sensor to unify both."
And Ouster was also the first of the three companies that announced colour LiDAR to actually bring it to market!
This shift to colour LiDAR is "a generational transition, not an incremental improvement", according to Tim van Wessel, who wrote a fascinating article breaking down how this "new generation of sensors can now see geometry and colour at the same time, on the same chip."
$INM and $CODX are leading healthcare sector momentum today while ...
$CUE continues to quietly consolidate after its massive breakout move.
What makes this interesting:
→ weekly breakout structure still intact
→ OBV accumulation remains extremely strong
→ TTM momentum still positive
→ holding key support near $17
→ healthcare sector momentum improving overall
Sometimes the best runners are the ones that stay quiet… until the next expansion leg begins. Early Birds WIN
#CUE #Healthcare #Stocksymbol
$CUE continues to quietly consolidate after its massive breakout move.
What makes this interesting:
→ weekly breakout structure still intact
→ OBV accumulation remains extremely strong
→ TTM momentum still positive
→ holding key support near $17
→ healthcare sector momentum improving overall
Sometimes the best runners are the ones that stay quiet… until the next expansion leg begins. Early Birds WIN
#CUE #Healthcare #Stocksymbol
$VWAV is starting to look increasingly interesting here.
Small float:
⚡ only ~14M float
⚡ 77% insider ownership
⚡ low institutional exposure
⚡ momentum compression setup building
Technically, the chart is approaching a very important zone.
What I’m watching:
✔ holding key 5.00 support area
✔ bullish divergences developing on momentum indicators
✔ squeeze conditions tightening
✔ improving relative structure after major selloff
✔ potential reclaim setup toward the 7–9 area if momentum returns
This is the type of structure that can move very aggressively once liquidity and narrative return.
Especially in low-float names with heavy insider alignment.
Small float:
⚡ only ~14M float
⚡ 77% insider ownership
⚡ low institutional exposure
⚡ momentum compression setup building
Technically, the chart is approaching a very important zone.
What I’m watching:
✔ holding key 5.00 support area
✔ bullish divergences developing on momentum indicators
✔ squeeze conditions tightening
✔ improving relative structure after major selloff
✔ potential reclaim setup toward the 7–9 area if momentum returns
This is the type of structure that can move very aggressively once liquidity and narrative return.
Especially in low-float names with heavy insider alignment.
$CUE may have just completed one of the biggest technical shifts on the weekly biotech charts.
→ Multi-year downtrend break
→ Massive volume expansion
→ OBV accumulation explosion
→ TTM momentum turning positive
→ Holding critical breakout support near $17
After running from sub-$5 lows to over $40, the structure completely changed.
Now the chart opens a potential roadmap toward the weekly 200MA near $50+ if momentum returns.
This no longer looks like a dead biotech chart.
#CUE #Biotech
→ Multi-year downtrend break
→ Massive volume expansion
→ OBV accumulation explosion
→ TTM momentum turning positive
→ Holding critical breakout support near $17
After running from sub-$5 lows to over $40, the structure completely changed.
Now the chart opens a potential roadmap toward the weekly 200MA near $50+ if momentum returns.
This no longer looks like a dead biotech chart.
#CUE #Biotech