🇨🇭 Global One SI - Prompt
#Polymarket has $NFLX as the clear favorite to acquire $WBD. If the deal happens, Netflix picks up a massive IP library it knows how to rebuild and monetize at global scale across new formats. It would cement Netflix as the king of the screen.
🎬 Yet another plot twist in the Warner Bros $WBD takeover battle.
Paramount Skydance $PSKY has reinforced its $108.4bn all-cash bid, now backed by a $40.4bn personal guarantee from Larry Ellison, after Warner Bros raised concerns over deal financing.
While Netflix $NFLX still remains the favourite, anything could still happen in this blockbuster of a deal. Regardless of the outcome, this is bound to be one of the biggest media and streaming deals of all time.
Paramount Skydance $PSKY has reinforced its $108.4bn all-cash bid, now backed by a $40.4bn personal guarantee from Larry Ellison, after Warner Bros raised concerns over deal financing.
While Netflix $NFLX still remains the favourite, anything could still happen in this blockbuster of a deal. Regardless of the outcome, this is bound to be one of the biggest media and streaming deals of all time.
#Google $GOOGL is the only company that owns the entire AI stack.
1. Chips: TPUs
2. Infrastructure: Google Cloud
3. Foundation Models: Deepmind
4. Applications: Gemini
Every layer matters.
The more layers you own, the bigger your advantage.
1. Chips: TPUs
2. Infrastructure: Google Cloud
3. Foundation Models: Deepmind
4. Applications: Gemini
Every layer matters.
The more layers you own, the bigger your advantage.
$GOOGL/USD H4 #Indicator #Signal #Trading #GlobalOneAI
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🇨🇭 Global One SI - Prompt
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
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🔝 TOP requests from crypto investors in neural networks (2025):
➤ ChatGPT: How long will this bull market last, and how much can Bitcoin still rise?
➤ Grok: What awaits Bitcoin after the halving - a bullish or bearish trend this year?
➤ Perplexity: What are the prospects for Bitcoin in 2025? (how will the price change)
➤ Claude: Should I buy or sell BTC and ETH now?
➤ Gemini: Which cryptocurrencies have real practical applications and value?
➤ DeepSeek: Is it a bullish or bearish market now, and what awaits us next? (original)
➤ ChatGPT: How long will this bull market last, and how much can Bitcoin still rise?
➤ Grok: What awaits Bitcoin after the halving - a bullish or bearish trend this year?
➤ Perplexity: What are the prospects for Bitcoin in 2025? (how will the price change)
➤ Claude: Should I buy or sell BTC and ETH now?
➤ Gemini: Which cryptocurrencies have real practical applications and value?
➤ DeepSeek: Is it a bullish or bearish market now, and what awaits us next? (original)
China’s Critical Mineral Dominance by 2030
The energy transition relies on refined critical minerals and by 2030, China will control most of it:
• Lithium, Cobalt, Graphite, Rare Earths: China holds 60%+ refining share, peaking at 86% for rare earths.
• Nickel: The exception Indonesia leads with 71%, reshaping global pricing.
• #Copper: More diversified, but China still at 45%.
This concentration brings cost advantages but raises geopolitical risk for EV and clean energy supply chains.
#Energy #CriticalMinerals #SupplyChain
The energy transition relies on refined critical minerals and by 2030, China will control most of it:
• Lithium, Cobalt, Graphite, Rare Earths: China holds 60%+ refining share, peaking at 86% for rare earths.
• Nickel: The exception Indonesia leads with 71%, reshaping global pricing.
• #Copper: More diversified, but China still at 45%.
This concentration brings cost advantages but raises geopolitical risk for EV and clean energy supply chains.
#Energy #CriticalMinerals #SupplyChain
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
AI's explosive growth is powering a massive surge in electricity demand, gas and coal will fuel most of the new power needed for data centers through 2035.
CCGT (gas) dominates the incremental generation, with coal a close 2nd, renewables play a role, but fossils provide the reliable baseload.
Meanwhile, tech stocks are massively overhyped at 30-35% of the S&P 500, while energy remains low at just ~3%.
Exxon ($500B cap, #19 globally) is primed for a huge comeback, plus that $50B Canadian giant everyone's still ignoring.
#oott #AI #PowerDemand #Energy #Investing $XOM
CCGT (gas) dominates the incremental generation, with coal a close 2nd, renewables play a role, but fossils provide the reliable baseload.
Meanwhile, tech stocks are massively overhyped at 30-35% of the S&P 500, while energy remains low at just ~3%.
Exxon ($500B cap, #19 globally) is primed for a huge comeback, plus that $50B Canadian giant everyone's still ignoring.
#oott #AI #PowerDemand #Energy #Investing $XOM
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 $510 billion in irreplaceable assets
Ranked #19 in the S&P 500
While Apple and Microsoft command $6.7 trillion for making phones and software, the companies that literally power civilization are trading like they're going out of business.
But AI doesn't run on optimism. Every ChatGPT query, every data center, every training run requires massive, continuous, 99.99% reliable power.
The only thing that can deliver it at scale?
The same fossil fuels everyone decided to stop funding 15 years ago.
And the companies positioned to benefit are trading at half their intrinsic value.
Ranked #19 in the S&P 500
While Apple and Microsoft command $6.7 trillion for making phones and software, the companies that literally power civilization are trading like they're going out of business.
But AI doesn't run on optimism. Every ChatGPT query, every data center, every training run requires massive, continuous, 99.99% reliable power.
The only thing that can deliver it at scale?
The same fossil fuels everyone decided to stop funding 15 years ago.
And the companies positioned to benefit are trading at half their intrinsic value.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
In 2004-2014, oil giants like #ExxonMobil dominated the top spots.
Fast forward to 2024 tech has taken over completely.
But today? Tech overhyped at 35% of the market, energy low at just 3%
Exxon (still around #19 with $500B cap) poised for a massive top 5 comeback, plus a $50B Canadian giant everyone's ignoring.
The great rotation is loading...
#oott #Energy #Investing $XOM
Fast forward to 2024 tech has taken over completely.
But today? Tech overhyped at 35% of the market, energy low at just 3%
Exxon (still around #19 with $500B cap) poised for a massive top 5 comeback, plus a $50B Canadian giant everyone's ignoring.
The great rotation is loading...
#oott #Energy #Investing $XOM
🇨🇭 Global One SI - Prompt
🎅 As the year comes to an end, markets often experience a seasonal phenomenon known as the Santa Claus Rally. This is a period where investor activity tends to increase around the end of December and early January. Last 5 trading days of the year + first…
🎅 Today, the "Santa Claus Rally" begins – over a seven-day trading window, the S&P 500 index has averaged a 1.26% gain and ended in the green in 77% of cases (data from 1950).
In the entire history, there has never been a single instance where the S&P 500 index declined three years in a row during this period. After two unsuccessful years (2023 and 2024), the chances of a positive outcome are high.
In the entire history, there has never been a single instance where the S&P 500 index declined three years in a row during this period. After two unsuccessful years (2023 and 2024), the chances of a positive outcome are high.
Considering his reputation as a "reversal indicator", everyone can draw their own conclusions.
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People put blind faith in a 4-year Bitcoin cycle. That cycle has only played out three times.
Yet they ignore longer and proven cycles.
The 18-year real estate cycle points to 2026 as the peak. 🚨
The 200-year-old Benner cycle also signals 2026 as the peak. 🚨
Yet they ignore longer and proven cycles.
The 18-year real estate cycle points to 2026 as the peak. 🚨
The 200-year-old Benner cycle also signals 2026 as the peak. 🚨
🗿1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Permian tight oil production is now in decline:
- Rig count down 29%
- Wells completed per month down 20%
- Yoy production growth has turned negative and is falling fast
The U.S. shale boom that flooded the world with oil is rolling over – just as global demand (especially AI-driven power) keeps surging.
Supply tightening + demand rising = classic setup for higher oil prices.
The great rotation is loading…
- Rig count down 29%
- Wells completed per month down 20%
- Yoy production growth has turned negative and is falling fast
The U.S. shale boom that flooded the world with oil is rolling over – just as global demand (especially AI-driven power) keeps surging.
Supply tightening + demand rising = classic setup for higher oil prices.
The great rotation is loading…
#Copper is one of the most critical macro assets for 2026 as we are likely to enter a true price-discovery phase, in my view.
Despite prices sitting near all-time highs, production is not responding.
In fact, output in the world’s largest producing country is at one of its lowest levels in over a decade.
This setup points to the potential for a highly explosive move from here.
Despite prices sitting near all-time highs, production is not responding.
In fact, output in the world’s largest producing country is at one of its lowest levels in over a decade.
This setup points to the potential for a highly explosive move from here.
🚨 FACT: #BTC has never sustained prices below its electrical cost of production.