Venezuela's hidden jackpot: GOLD

not just oil! 🟡🇻🇪💥

- Vaults: 161 tons (~$22.5B at $4,360/oz) — Latin America's largest
- Orinoco Arc: 10,000 tons untapped (~$1.4T in-ground)
- Coltan ("blue gold" for EVs/phones): >$100B potential

Maduro captured → frozen $1.8B UK gold likely released fast. New govt uses it as instant collateral for loans/reconstruction.

Oil needs years & billions to rebuild.

Gold? Liquid. Ready now

Gold +65% in 2025, targets $5,000+. Geo-risk premium loading.

Oil headlines. Gold is the trade.

#Venezuela #Gold #Maduro #Geopolitics #Commodities

🚨 #COPPER SOLD OUT EVERYWHERE, THE NEXT METAL TO RALLY?

Major dealers are reporting a complete sell out on COPPER inventory. Standard 1oz rounds and 10oz bars are on backorder for 6-12 months.

This is the exact same signal we saw before #SILVER began its historic rally. Physical demand increases, and the price follows.

The Catalyst: Global copper deficit has hit 600,000 tons already in 2026. We are seeing a first of its kind run on the "strategic metals."

If you thought the Silver squeeze was tight, wait until you see what happens when the world runs out of the wire needed to power it.

Copper is up next⚡️📈

US now has control over Venezuela $17T+ Oil and $2T+ Mineral reserves.

This is the #Gold Rush of 2026.

If your first thought was profiting on the situation, here's how:

$GRZ.V ($289.61M) | $RMLFF ($582m) - $8.1B+ in claims from Gold Reserves. Over 45 times (4500%+) upside in pure assets if the full amount gets paid out to Gold Mining LTD.

Gold Reserves ( $GRZ.V) - Basically, Gold Reserve filed a new $7 billion claim (Gold Reserve v. Venezuela II) for the expropriation of their stake in the Siembra Minera project (Brisas/Cristinas mines). They already won a $1.1B arbitral award, which is 5x their share price (floor).

But, the full claim is unlikely as in a US-led reconstruction, Venezuela won't have the cash to pay $8.1B.

Instead, Gold Reserve would swap these massive debts for control of Siembra Minera rights back, one of the largest undeveloped gold/#copper deposits on earth. Which presents extremely considerable upside (but this is higher risk).

Rusoro Mining ( $RMLFF ) – The "Citgo Auction"

Current Market Cap: ~$582M USD Claim Value: ~$1.87 Billion (including interest)

Unlike many others, Rusoro has attached its claim to the ongoing Delaware Court auction of PDV Holding. If the CITGO auction clears at a reasonable price, Rusoro gets paid in US Dollars, likely in 2025.

This would result in a cash injection of ~$1.8B into a company trading at ~$580M. This implies a ~200% to 300% return from current levels

TLDR: $RMLFF (Rusoro) - ~3x return driven by the CITGO Auction in the USA (High probability, lower multiple).

TLDR: $GRZ (Gold Reserve) - potential ~45x return driven by Regime Change/Nation Building and swapping debt for mining rights (Lower probability, massive multiple).

What else?

ConocoPhillips ( $COP, $119B MC) - Owed $10B+. They are the "whale" of creditors. This is extremely considerable amount of assets, but less impactful compared to $GRZ.V.

Chevron $CVX - Never fully left. They have been operating under a special OFAC license (General License 41).

ExxonMobil $XOM - Claims ~$1.6B

Tidewater ( $TDW ): Claims ~$80M

O-I Glass ( $OI ): Claims ~$700M, 35% cash injection relative to market cap. This is a sleeper hit. If they get their $700M from the Citgo sale, it dramatically improves their balance sheet.

US has now invaded Venezuela.

Everyone is probably wondering the same thing:

How do you profit off the situation?

1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $CF , $CVE).

These are Venezuela's biggest exports.

Most people will buy generic oil ETFs or light sweet crude producers. This is inefficient because light oil is not a perfect substitute for heavy oil in complex refineries. If Caribbean ammonia is stranded, the global price of nitrogen spikes. The biggest beneficiary is a US-domestic producer that uses cheap US natural gas and doesn't rely on Caribbean shipping lanes

2. Dirty Crude Processing ( $VLO ) - If competitors are starved of Venezuelan oil, Valero’s ability to source heavy crude from diverse locations (and its leverage to diesel margins) makes it resilient.

3. Naval Warfare ( $LDOS) - While retail investors buy Lockheed Martin (F-35s), the operations in the Caribbean focuses on maritime surveillance, warfare, and autonomous patrolling to enforce blockades without risking US personnel. Companies like Leidos provide these tpyes of naval tech.

4. Defense and aerospace from $AVAV to $HII and $LHX also benefit.

- $AVAV recently unveiled the Red Dragon and updated Switchblade 600 variants specifically for maritime operations

- $LHX provides the sensors and communications gear that link the drones ($AVAV) to the ships ($HII) and the jets ($BA).

- A blockade requires significant maritime surveillance and naval assets, which benefits shipbuilders ( $HII )

5. Direct Suppliers of recent military operation:

- F/A-18E/F Super Hornet from $BA (Precision strikes on Caracas)

- B-1B Lancer from $BA

- UAS (Drone), MQ-9 Reaper - $RTX (MTS-B Sensors), $HON Honeywell for the Engine

- Tomahawk (TLAM), $RTX

So far:

$AVAV - 5.91%+
$BA - 4.91%
$LHX - 3.72%
$CF - 3.61%+
$CVE - 3.61%+
$HII - +2.85%
$RTX - 2.1%
$VLO - 1.55%+
$LDOS - 1.7%+
$HON - .4%+

Maduro is now captured in NY, facing charges.

The first thing that came to everyone's mind is:

How do you profit off the US invasion of Venezuela and Regime Change?

Here's how.

This is the "Nation Building" port:

1. $GDRZF @$1.68 - $8B+ claims, $200m MC. (30%)

2. $ASHM @ £175.10 - 3x NAV bonds recovery (20%)

3. $CVX @ $155.90 - Most obvious oil play from locked up assets + $17T in oil (15% allocation / calls)

4. $TRGP @ $186.77 - Diluent exporter to Venezuela (10% allocation / calls)

5. $AVAV @ $256.19 - Maritime operations and post $1T funding for defense. ( 10% allocation)

6. $CF @ $80.13 - Disruption of Trinidad & Tobago ammonia exports. (5% allocation)

7. $HII @ $349.7 - Profiting off the blockade from shipbuilding (5% allocation)

8. $OI @ $15.16 - Claims ~$700M, 35% cash injection relative to market cap (5% allocation)

This setup looks to be the optimal way to capitalize on the US invasion of Venezuela - from profiting off the blockade to the new $17T+ in oil resources now owned by the United States.

"Nation Building" is the most underrated theme going into 2027.

Watch what happens on Monday and the following months.

#Polymarket traders currently estimate only a 13% chance that China will invade Taiwan before the end of 2026.

After Trump took Venezuela yesterday, those odds dropped even further.

Suggesting a shift in geopolitical power.

🚨BREAKING: #Bitcoin has broken above $91,000 and it’s now up $2,500 from the Venezuela attack lows.

$83 billion has been added to the crypto market and $130 million in shorts were liquidated in the last 12 hours.

This move happened while Traditional markets were closed.

Crypto was the only liquid market open and it moved up which shows this attack somehow is taken as bullish.

One big reason could be, US now controls $17 trillion worth of oil reserves which will massively boost the US economy.

That said, It could be fake Sunday pump.

We will get real confirmation if stocks open green and Bitcoin holds above $91k.

‼️‼️🇺🇸👊🇻🇪 Donald Trump stated that a second wave of attacks on Venezuela is possible and emphasized that Maduro's supporters face a very bad future if they continue their loyalty.

🇺🇸💥🇻🇪 Venezuela Recap

Several hours after the start of the U.S. operation in Venezuela, the main targets and the current situation are becoming clearer. Most strikes hit military facilities, though some civilian sites were also attacked.

Targets hit:

🔸️Caracas was the primary focus. U.S. aircraft struck targets in the La Fourier and Lomos del Prado areas. These locations also produced the first visual confirmation of a U.S. landing force on Venezuelan territory.

🔸️Civilian sites were hit as well. At least one explosion occurred at the Hugo Chávez Mausoleum. The site has no military or administrative function, making the strike purely symbolic.

🔸️La Guaira port, near Maiquetía, was also hit. Damage appears limited—containers and part of the perimeter fence were affected.

🔸️A military site near Higuerote airfield was struck. Footage of secondary detonations suggests air defense systems were the target.

🔸️Reports of explosions near Charallave and the Bolivarian Naval Academy remain unconfirmed.

The White House claimed the capture of Nicolás Maduro and his wife. Reports of the deaths of Defense Minister Vladimir Padrino López and Interior Minister Diosdado Cabello turned out to be false.

No strikes on oil production or refining facilities have been recorded; they continue operating normally. Venezuelan armed forces offered no resistance and were effectively caught off guard.

According to U.S. officials, no further military action against Venezuela is planned following the announced kidnapping of Maduro. No new attacks have been reported.

That said, if Washington’s goal is a full removal of the country’s leadership, it is unlikely to stop here. Potential replacements for Maduro are plentiful.

US HAS INVADED VENEZUELA.

Everyone is asking the same question: How do you profit? Here are 10 stocks that will stand to benefit the most.

$AVAV: Drones. ISR. Modern warfare is unmanned.

$KTOS: Attritable drones, missile systems, hypersonic test platforms. Cheap, scalable warfare.

$ONDS: Mission-critical networks and autonomous drone connectivity

$CF: Fertilizer. Food security spikes when geopolitics break supply chains.

$KRKN.F: Autonomous underwater drones and high-resolution sonar.

$HII: Warships and submarines. Real assets, long lead times, locked budgets.

$RTX: Missiles, air defense, radars. Every escalation needs replenishment.

$VLO: Refining margins expand when crude markets dislocate.

$LDOS: Gov IT, logistics, defense services. Wars run on contracts.

$HON: Aerospace, defense systems, industrial exposure to mobilization.

The Venezuela situation goes well beyond oil and gas:

Venezuela currently holds an estimated 4 BILLION TONS of iron ore reserves.

Estimates show Venezuela's has the 12th-largest iron ore reserves in the world.

1 ton of iron ore is currently selling for $107, making these reserves worth ~$428 BILLION.

Iron ore producers often see high operating margins, sometimes exceeding 40-50%.

This means extracting these reserves could generate over $200 billion in profit.

That's nearly DOUBLE Nvidia's net income for the entire 2025.

The amount of wealth beneath Venezuela is staggering.

THE 8 LAYERS OF THE REAL-WORLD AI BOOM

1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.

2. Those chips only work at scale because of networking & optics where $ANET, $CRDO, $CIEN, $LITE & $AAOI move massive amounts of data between servers, racks & entire data centers so AI systems can operate as one.

3. $VRT & $DELL then provide the physical systems like the servers, cooling & power management that keep AI systems running nonstop under extreme loads.

4. Memory & storage make AI intelligence usable where $MU, $SNDK, $WDC, $STX & $PSTG store the data that models are trained on & pull from when they generate answers.

5. Behind the scenes are the compute operators like $IREN, $CIFR & $WULF which supply large-scale, power-secured infrastructure capable of running AI workloads continuously.

6. Because AI power demand isn’t smooth that means battery & energy storage become critical where $EOSE & $FLNC stabilize load by storing energy & releasing it when data-center demand spikes.

7. None of this works without electricity which $VST, $CEG, $TLN, $OKLO, $BE & $GEV generate & manage to keep AI running 24/7.

8. On top of all of this sit the cloud platforms like $MSFT, $GOOGL, $AMZN & $ORCL along with neoclouds like $NBIS, $GLXY, $CRWV & $APLD which turn raw infrastructure into AI capacity that companies rent by the hour.

🇺🇸 🇩🇰 New US target: Trump's team publicly divides Greenland.

▫️Katie Miller, political advisor and wife of Trump's deputy chief of staff for national policy and security, posted a highly provocative tweet: a map of Greenland in the colors of the American flag, captioned "Coming soon." The post instantly garnered millions of views.

▫️The Danish ambassador to the United States immediately responded to the post, emphasizing that Washington and Copenhagen are close allies and that Denmark expects its territorial integrity to be respected.

▫️The Guardian reports that Greenland could be Trump's next target.