$DNN $LEU $CCJ $UEC $UUUU | Canada releases a comprehensive Nuclear Energy Strategy, aiming to double uranium exports by 2035 and deploy ten new large scale reactors by 2040.

The federal blueprint introduces a streamlined two year permitting process.

"Never play fair in a game where others cheat." Machiavelli

The only rule worth keeping is the one your opponent never thought to break.

What Island are you raiding this morning?

Got it... We're going in

🇦🇷 Argentina's Peso collapsing to a whole new dimension: down 99.7% since 2010

I guess the economy is not as easy to rig as the FIFA World Cup 😅

Nothing frustrates a manipulator more than someone who already knows the game.

Apple's M7 Ultra chip coming in 2029 is rumored to support 1.5TB of RAM.

This would make the processor much more capable for on-device AI.

Apple may lose the AI model race, but they could still win the hardware race.

Others will build the smartest models. Apple will sell the machines people actually run them on.

Local AI could become their biggest advantage.

$IREN $NBIS $PLUG $NEE $CEG | Carlyle agrees to sell data center power platform Copia Power to EQT for $2.6B, netting a fivefold return on the 2021 infrastructure asset.

The transaction addresses critical grid interconnection bottlenecks facing global cloud providers.

$IBM $IONQ $QUBT $RGTI $LAES | The White House hosts a major quantum innovation summit to execute a multi agency strategy following twin executive orders.

The policy push scales up infrastructure deployment and enforces post quantum cryptography timelines.

$PLTR $UMAC $KTOS $AVAV $DPRO | Munich based Helsing closes a massive $1.8B Series E funding round at an $18B valuation to solidify dominance in European defense AI.

The oversubscribed capital inflow accelerates autonomous military hardware manufacturing pipelines.

$UMAC $RCAT $KTOS $AVAV $NOC $DPRO | Ukraine authorizes a landmark export permit allowing F-Drones to ship 2,000 F10 attack UAVs to the United States.

The delivery fulfills a Phase 1 contract under the Pentagon's $1B Drone Dominance Program.

Russia seized over 700 million euros in European bank assets.

Now those banks are suing their own contractor over it.

Russian courts seized about 463 million euros from UniCredit and 260 million from Deutsche Bank, tied to guarantees on Linde's collapsed Ust-Luga gas project

Commerzbank and German state banks lost tens of millions more

UniCredit and Deutsche Bank are now suing Linde in Frankfurt, demanding it cover what Russian courts seized from them

Linde already got hit with a roughly 1 billion euro Russian court order, despite an arbitration clause

The sanctions bill is working through Western courts now.

Someone still pays it, they're fighting over who.

🇨🇳China's newest rocket burns LNG-derived methane. 🇷🇺Now Russia's does too.

Roscosmos is building Amur-LNG, a reusable first stage rocket running on liquid oxygen and LNG, explicitly compared to SpaceX's Falcon.

Same fuel choice, 2 separate space programs, both racing to catch an American company.

Gas is not a legacy fuel anymore. It is the propellant of the next space race.

🇺🇸 Donald Trump: A government shutdown in the US is possible in September if the filibuster is not abolished.

▪️Other statements by the US President:
• We are taking control of the Strait of Hormuz. Iran has nothing left. I will be the guardian of the Strait of Hormuz.
• The costs of protecting the strait must be reimbursed. We will be paid for protecting the Strait of Hormuz.
• The leaders of Iran are professional negotiators, but Iran has gained nothing from me.
• We had a deal, but Iran violated it.
• Last night, we launched a powerful strike against Iran. The US is preparing new, tougher strikes.
• Iran was "just minutes" away from creating nuclear weapons.

▪️Senior advisor to the Supreme Leader of Iran:
• Iran will defend the Strait of Hormuz to the end.
• There is no place for relinquishing control of the Strait of Hormuz in the mind of any true Iranian.

Filibuster: A procedure in the US Senate that allows for the delay or blocking of legislation.

$IREN $NBIS $HUT $MRVL $APLD | Meta expands the Richland Parish data center to a historic 5 gigawatts (GW) of compute capacity, raising total project investments past $50B.

The hyperscale AI facility secures $1B for local public infrastructure upgrades.