🇨🇭 Global One SI - Prompt
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US Army Apache's Deadliest Weapon
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
US crude and gasoline stocks just fell below the bottom of their 5 year range.
US refineries are running near 17 million bpd, above the 5-year average, right at peak summer demand.
Production is at an all time high anyway.
Week ending 7/10/2026:
Crude: -1.7M bbl, now near 410M bbl, at the floor of the 5-year range
Gasoline: -1.5M bbl, also scraping the low end of the range
Distillate: +4.6M bbl, Cushing: +0.4M bbl, both climbing back toward normal
🚨Refinery runs: +99 thousand bpd, crude production: +1 thousand bpd, near 13.9 million bpd, an all time high
Crude and gasoline are scraping historical lows.
Production keeps climbing anyway.
That's the tension in this market right now.
US refineries are running near 17 million bpd, above the 5-year average, right at peak summer demand.
Production is at an all time high anyway.
Week ending 7/10/2026:
Crude: -1.7M bbl, now near 410M bbl, at the floor of the 5-year range
Gasoline: -1.5M bbl, also scraping the low end of the range
Distillate: +4.6M bbl, Cushing: +0.4M bbl, both climbing back toward normal
🚨Refinery runs: +99 thousand bpd, crude production: +1 thousand bpd, near 13.9 million bpd, an all time high
Crude and gasoline are scraping historical lows.
Production keeps climbing anyway.
That's the tension in this market right now.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
EU gas storage⚠️
76.5% in 2024
57.8% in 2025
48.3% in 2026
all measured on the same June date.
That is 3 straight years of going into Q3 with less cushion than the year before.
Meanwhile the US now supplies 61% of all LNG imports into Europe year to date, against 15% for Russia and 6% for Nigeria.
Europe is entering the tightest summer more dependent on 1 supplier than ever.
76.5% in 2024
57.8% in 2025
48.3% in 2026
all measured on the same June date.
That is 3 straight years of going into Q3 with less cushion than the year before.
Meanwhile the US now supplies 61% of all LNG imports into Europe year to date, against 15% for Russia and 6% for Nigeria.
Europe is entering the tightest summer more dependent on 1 supplier than ever.
China just gave its miners a 9 billion dollar war chest.
Guangyan International, state backed, mandated to co invest alongside Chinese miners abroad.
Notice what it is not buying.
Rare earths.
China already controls 60 to 70% of rare earth mining and 85 to 90% of refining.
It has no need to buy more of that.
It is buying what it is actually short of.
Copper, gold, iron ore.
Over 100 billion dollars in overseas mining commitments since 2023.
The next bidding war is not for rare earths. It is for the last independent copper and gold mines in Latin America, Africa, and Central Asia.
Guangyan International, state backed, mandated to co invest alongside Chinese miners abroad.
Notice what it is not buying.
Rare earths.
China already controls 60 to 70% of rare earth mining and 85 to 90% of refining.
It has no need to buy more of that.
It is buying what it is actually short of.
Copper, gold, iron ore.
Over 100 billion dollars in overseas mining commitments since 2023.
The next bidding war is not for rare earths. It is for the last independent copper and gold mines in Latin America, Africa, and Central Asia.
🇨🇭 Global One SI - Prompt
There are long gas lines in Russia right now because so many refineries have been destroyed. Currently they're importing as much fuel as possible from India. If the Red Sea is closed, that cuts off Russia from India's fuel production along with Europe.
The IRGC just said the US should expect closure of other oil&gas routes in the coming days.
Not just Hormuz.
That is a direct threat to the bypass infrastructure everyone has been building, the pipelines through Iraq and Turkey, the new UAE ports.
Meanwhile #CENTCOM confirms the Hormuz blockade already has teeth.
2 commercial vessels were redirected attempting to run it in the first 17 hours alone.
The bypass routes only work if they stay open.
Iran just said they might not.
Not just Hormuz.
That is a direct threat to the bypass infrastructure everyone has been building, the pipelines through Iraq and Turkey, the new UAE ports.
Meanwhile #CENTCOM confirms the Hormuz blockade already has teeth.
2 commercial vessels were redirected attempting to run it in the first 17 hours alone.
The bypass routes only work if they stay open.
Iran just said they might not.
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Life when you finally understand that volatility and uncertainty are part of the process
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POV: You use your last wish to ask the genie to become a famous person that everyone will remember from an important event
NASDAQ 100 is down -0.66% after Fed Chair Kevin Warsh raised doubts about AI spending.
Memory and AI stocks are crashing the most on his statement:
$SNDK down 12.5%
$WDC down 7.5%
$MU down 7%
$SKHV down 10%
$INTC down 5%.
Warsh said the AI infrastructure buildout has been impressive, but flagged early signs of overcapacity, specifically in memory chips and related components.
His concern is that investment is outrunning actual monetization, and he cautioned against assuming every AI project will deliver the returns already priced into the market.
Memory and AI stocks are crashing the most on his statement:
$SNDK down 12.5%
$WDC down 7.5%
$MU down 7%
$SKHV down 10%
$INTC down 5%.
Warsh said the AI infrastructure buildout has been impressive, but flagged early signs of overcapacity, specifically in memory chips and related components.
His concern is that investment is outrunning actual monetization, and he cautioned against assuming every AI project will deliver the returns already priced into the market.
$CLRO Breaking Higher — Momentum Building in Telecom Tech
$CLRO showing strong intraday strength on the 60-min chart with a solid push above recent resistance. Volume supportive and structure improving.
The Pure Technicals:
✅ Bullish breakout candle closing near highs
✅ Fonsie Channels turning upward with expansion potential
✅ Clear higher lows forming on the shorter timeframe
✅ Price reclaiming key moving averages with conviction
Price Levels to Watch: Near-term: $8.50 – $9.50 Stretch: $12–$14+
Support: $6.50 – $7.00 zone
Quick DD:
Specialized in telecom equipment and collaboration solutions
Low market cap with room for re-rating on positive catalysts
Positioned in communications infrastructure amid ongoing digital transformation
Watching for sustained volume to confirm the move. Clean technical setup developing here.
$CLRO showing strong intraday strength on the 60-min chart with a solid push above recent resistance. Volume supportive and structure improving.
The Pure Technicals:
✅ Bullish breakout candle closing near highs
✅ Fonsie Channels turning upward with expansion potential
✅ Clear higher lows forming on the shorter timeframe
✅ Price reclaiming key moving averages with conviction
Price Levels to Watch: Near-term: $8.50 – $9.50 Stretch: $12–$14+
Support: $6.50 – $7.00 zone
Quick DD:
Specialized in telecom equipment and collaboration solutions
Low market cap with room for re-rating on positive catalysts
Positioned in communications infrastructure amid ongoing digital transformation
Watching for sustained volume to confirm the move. Clean technical setup developing here.
$AZIO Weekly Breakout Alert — Low Float Setup Gaining Traction
$AZIO printing a clean weekly breakout with strong structure after extended base building. Volume picking up and short interest adding fuel to the move.
The Pure Technicals:
✅ Clear weekly breakout above key resistance levels
✅ Fonsie Channels starting to expand higher post-compression
✅ Bullish candle closing strong with room to run
✅ Higher lows established on the long-term timeframe
Price Levels to Watch:Near-term: $2.50 – $3.00 Stretch targets: $4+
Support: $1.70 – $1.90 zone
Quick DD:
Industrial supplier with lean share structure (~12.5M float)
Notable short interest (~7% of float) creating squeeze potential
Low institutional ownership leaves room for fresh capital inflow
Positioned in industrial space amid broader manufacturing and infrastructure tailwinds
Tight float + technical breakout = high-conviction volatility play.
Watching volume closely for confirmation.
$AZIO printing a clean weekly breakout with strong structure after extended base building. Volume picking up and short interest adding fuel to the move.
The Pure Technicals:
✅ Clear weekly breakout above key resistance levels
✅ Fonsie Channels starting to expand higher post-compression
✅ Bullish candle closing strong with room to run
✅ Higher lows established on the long-term timeframe
Price Levels to Watch:Near-term: $2.50 – $3.00 Stretch targets: $4+
Support: $1.70 – $1.90 zone
Quick DD:
Industrial supplier with lean share structure (~12.5M float)
Notable short interest (~7% of float) creating squeeze potential
Low institutional ownership leaves room for fresh capital inflow
Positioned in industrial space amid broader manufacturing and infrastructure tailwinds
Tight float + technical breakout = high-conviction volatility play.
Watching volume closely for confirmation.
🇨🇭 Global One SI - Prompt
Banks are making way too much money selling dreams to retail investors on unprecedented valuation. Retail investors need to understand -What you own -Can you handle 50-90% decline? Bulls make money Bears make money Pigs get slaughtered
Quick check up on memory & chips... oh dear god
President Trump says New York is making a "terrible decision" by blocking data centers.
Trump says AI data centers are "money machines" that create jobs and generate massive tax revenue.
He claims companies are now moving to states like Texas, Florida, Arizona, and Alabama instead.
Trump also warned the US cannot afford to lose AI infrastructure and data centers to China and other countries.
Trump says AI data centers are "money machines" that create jobs and generate massive tax revenue.
He claims companies are now moving to states like Texas, Florida, Arizona, and Alabama instead.
Trump also warned the US cannot afford to lose AI infrastructure and data centers to China and other countries.
President Trump is expected to meet with U.S. senators on Thursday to negotiate the Clarity Act's ethics rules.
The talks will focus on a provision that could restrict senior government officials, including Trump, from having personal crypto business interests.
Democrats have pushed for the measure after Trump disclosed earning over $1 billion from crypto-related businesses in 2025.
Trump has urged Congress to pass the Clarity Act but has not said whether he would sign a version that limits his own crypto business ties.
The talks will focus on a provision that could restrict senior government officials, including Trump, from having personal crypto business interests.
Democrats have pushed for the measure after Trump disclosed earning over $1 billion from crypto-related businesses in 2025.
Trump has urged Congress to pass the Clarity Act but has not said whether he would sign a version that limits his own crypto business ties.
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✔ I believe that any new leader should bring in the best specialists they can find.
✔ Any central bank is pleased when macroeconomic data moves in the right direction.
✔ In my opinion, the latest inflation data is imperfect and does not reflect the full picture.
✔ In the near term, I believe that investments in AI will contribute to the creation of new jobs.
✔ In the long term, I believe that AI will help to increase wages and employment.
✔ However, during transition periods, AI can lead to significant changes and disruptions.
✔ I have requested access to a number of new AI models.
✔ The impact of AI on demand is being felt faster than on supply.
✔ A one-time price spike does not necessarily mean rising inflation.
✔ Whether AI will exacerbate inflation or not depends on the actions of the Federal Reserve.
✔ Wages have been growing at a moderate pace, but it is not yet clear when wage growth will accelerate due to increased productivity.
✔ The sharp rise in prices in AI is a reality, and I do not want to take this lightly.
✔ Business investment in equipment, technology, and other productive assets makes a huge contribution to GDP, and I believe this trend will continue.
✔ I believe that productivity growth will have a sustained disinflationary effect.
❗️ The Federal Reserve's balance sheet should be as small as possible (#QT) and should only expand in times of crisis.
✔ I would not hesitate if Trump tried to influence the Federal Reserve's policies.
✔ The labor market is in good shape, and I am not sure that the rate cut was the reason for this.
✔ Monetary policy has fueled inflation. Inflation will not be permanent.
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✔ We will review our tools – both the balance sheet and the interest rate – and assess whether any adjustments are needed to combat inflation.
✔ I expect to receive the first reports from the targeted working groups in early September.
✔ None of the inflation indicators are satisfactory.
✔ The labor market is generally balanced.
✔ In my opinion, there is no limit to the pace of economic growth.
✔ The situation with inflation, which is also within the mandate of the Federal Reserve, looks worse.
✔ Significant structural changes are taking place in the labor market.
✔ Perhaps we would have noticed the problem earlier in 2021 if we had been monitoring the money supply. If the Federal Reserve had considered this data, we might have seen the beginning of the inflationary surge sooner.
✔ If AI companies disappoint investors, the inflow of capital will dry up.
✔ The rapid growth of investment in AI and the valuations of AI companies deserve attention.
✔ The central bank is striving for broader economic growth and more targeted control of inflation.
✔ It appears that corporate profits are growing in various sectors of the economy.
✔ If AI does not live up to expectations, a significant portion of the investments in related infrastructure and equipment can still be used for other purposes.
✔ We are already seeing how the construction of data centers is affecting demand in the economy.
✔ Investors should understand what is happening in the economy.
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The first country to make energy, housing and automated labor extremely cheap will become the most powerful country on Earth.
Not through military conquest. Through making abundance irresistible.
Which country gets there first?
Not through military conquest. Through making abundance irresistible.
Which country gets there first?
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📙 Beige Book #FederalReserve:
▫️Economic activity is increasing slightly or moderately in 11 out of 12 districts. Growth is supported by manufacturing, services, tourism, and energy.
▫️Consumer demand has increased slightly, but is significantly constrained by high prices for fuel and everyday goods. Wealthy households continue to spend, while middle- and lower-income households are noticeably saving.
▫️Manufacturing showed modest to moderate growth in most districts. Key drivers include data centers, defense orders, machinery, and the aerospace industry. Supply chains have deteriorated, with longer lead times and higher costs.
❗️The labor market situation has improved: employment increased in 5 districts, while the previous report only noted growth in 1 district. In the remaining 7 districts, employment remained virtually unchanged. Technical specialists and skilled workers are in particularly high demand.
▫️Wages are increasing modestly or moderately. The main reason is competition for skilled workers and adjustments to account for the rising cost of living.
❗️Prices are rising moderately. However, business costs for energy, transportation, and raw materials remain elevated due to the conflict in the Middle East and tariffs. Companies are not always able to fully pass on these increased costs to consumers.
▫️The banking sector is generally stable. Lending volumes have increased slightly. Lending standards have remained largely unchanged or have tightened slightly. Delinquencies on consumer loans have increased slightly due to the burden on households.
❗️Forecasts for the coming months: Continued slight or moderate economic growth is expected. Optimism has increased slightly in some districts. The main risks are high fuel prices, geopolitical uncertainty (the conflict in the Middle East and tariffs), pressure on consumers, and supply chain problems.
▫️Economic activity is increasing slightly or moderately in 11 out of 12 districts. Growth is supported by manufacturing, services, tourism, and energy.
▫️Consumer demand has increased slightly, but is significantly constrained by high prices for fuel and everyday goods. Wealthy households continue to spend, while middle- and lower-income households are noticeably saving.
▫️Manufacturing showed modest to moderate growth in most districts. Key drivers include data centers, defense orders, machinery, and the aerospace industry. Supply chains have deteriorated, with longer lead times and higher costs.
❗️The labor market situation has improved: employment increased in 5 districts, while the previous report only noted growth in 1 district. In the remaining 7 districts, employment remained virtually unchanged. Technical specialists and skilled workers are in particularly high demand.
▫️Wages are increasing modestly or moderately. The main reason is competition for skilled workers and adjustments to account for the rising cost of living.
❗️Prices are rising moderately. However, business costs for energy, transportation, and raw materials remain elevated due to the conflict in the Middle East and tariffs. Companies are not always able to fully pass on these increased costs to consumers.
▫️The banking sector is generally stable. Lending volumes have increased slightly. Lending standards have remained largely unchanged or have tightened slightly. Delinquencies on consumer loans have increased slightly due to the burden on households.
❗️Forecasts for the coming months: Continued slight or moderate economic growth is expected. Optimism has increased slightly in some districts. The main risks are high fuel prices, geopolitical uncertainty (the conflict in the Middle East and tariffs), pressure on consumers, and supply chain problems.
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POV: my portfolio trying to defend any remaining YTD gains
🇨🇭 Global One SI - Prompt
Shield AI has unveiled the X-BAT, a fully autonomous jet-powered aircraft that can take off and land vertically without a runway. The aircraft can fly at altitudes of up to 50,000 feet and has a range of around 2,000 nautical miles. Powered by Hivemind AI…
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X-BAT is on the way.