THE GOOGLE TPU ECOSYSTEM

• $AVGO custom silicon powering Google’s TPU chips
• $JBL, $FLEX rack integration installing TPUs into full data-center systems
• $CLS, $JBL module assembly turning chips into deployable compute units
• $TSM, $AMKR advanced foundry & packaging manufacturing TPUs at scale
• $APH high-speed cables & connectors moving power and data through TPU clusters
• $LITE, $AVGO, $CLS optical & networking components connecting TPU pods across data centers

Top 100 24h Gainers 🚀

PEPE     $0.00000602 +34.56%
FLOKI    $0.00004910  +20.90%
PENGU    $0.0106         +17.41%
SHIB      $0.00000829 +14.37%
SPX        $0.5516          +14.22%

Top 100 24h Losers 🔻

ZEC        $489.31            -5.95% 
FIL        $1.46                -4.32% 
M            $1.51                -3.71% 
DASH      $42.16             -0.68% 
PAXG      $4340.99          -0.07%

Critical minerals security

China, EU, and US all have massive vulnerabilities!

Shared core (dark center): Copper, Nickel, Cobalt, Graphite, Lithium, Rare Earths, Fluorspar, Tungsten vital for batteries, EVs, renewables & tech.

China (red): Dominates processing 100% natural graphite, 90%+ manganese, ~60% lithium, 40% copper refining + gold, iron ore, molybdenum, potash, uranium, tin, zirconium.

EU (gray): Heavy reliance on imports for boron, coking coal, phosphate rock, scandium, silicon, strontium, helium, gallium, feldspar.

US (blue): High import dependence on zinc (76% refined), chromium, indium, rubidium, tellurium, samarium, cesium + arsenic, barite, bismuth, germanium, hafnium, magnesium, manganese, niobium, platinum, tantalum, titanium, vanadium, beryllium, BaSO4.

Strategic supply risks everywhere diversification urgent for energy transition & national security.

#CriticalMinerals #SupplyChain #China #EU #USA #EnergyTransition #Commodities

🇻🇪 MADURO

- President of Venezuela for over 12 years

- Previously served as vice president under Hugo Chávez and as foreign minister

- Strong relations with China, Russia and Iran

- Accused by the US of human rights abuses and involvement in drug trafficking

- Captured by US military tonight and flown out of the country

Rate cut odds are now just at 16.6%.

Looks like we won't get a rate cut in January.

Saturday, Jan 3 2026, 12:00 UTC time

📋 ✅ Latest Important Headlines — Market & FX Brief

🟢 📌 Wall Street’s 2026 themes — From AI to gold: major US strategists expect AI-led productivity gains, selective tech leadership and sustained hedge demand for commodities. Key market implications: stronger US equity concentration (big-cap tech outperformance), higher risk-on episodes followed by flight-to-safety swings. For FX: expect periodic USD weakness during risk rallies but persistent USD support on safe-haven flows if growth surprises disappoint or inflation remains sticky.

🟡 🔖 Gold’s “tectonic shift” — $5,000 target scenario — An analyst warns that persistent inflation and central-bank credibility erosion could push gold to unprecedented highs. Drivers: sustained real-rate declines, renewed safe-haven buying, and portfolio reallocation into hard assets. Implications for markets: stronger gold would pressure long-duration bonds and increase volatility in rates; mining equities could outperform. For FX: a rally to $5,000 likely correlates with broad USD weakness versus commodity-linked currencies (AUD, NZD, CAD) but also with CHF and JPY strength when geopolitical or macro stress dominates.

🔵 📋 Practical trading & policy takeaways
- FX strategy: hedge USD exposure with tactical longs in CHF/JPY on stress, and selective AUD/CAD longs when commodity-backed risk-on resumes. 
- Rates & inflation: prepare for sticky inflation scenarios: shorter-duration bond protection and emphasis on inflation-linked instruments. 
- Risk management: size gold exposure as a tail-risk hedge; watch real yields and Fed communication for trigger points.

📣 📌 Bottom line — Wall Street leans on AI and selective tech dominance for growth, while gold is positioned as the main inflation/safety hedge. Monitor US inflation, Fed guidance, and real yields — these will be the primary signals for equities, gold, bonds and major FX pairs.

AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS

Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles.

Nuclear will anchor the baseload with $OKLO, $SMR, $BWXT & $CEG delivering nonstop clean power straight to AI campuses while upstream fuel supply from $CCJ, $UUUU & $LEU secures the inputs that make long-duration nuclear viable.

Transmission, turbines & cooling will close the loop with $VST, $GEV & $VRT expanding the grid and infrastructure that move the energy behind AI’s next decade.

Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG capacity to guarantee uninterrupted power for AI loads.

Renewables like $FSLR, $BE & $NEE will drive the marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.

$AMD revenue is expected to grow from ~$32B in 2025 to ~$84B by 2028

2026 is starting off with a bang.