JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES

• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $RDW, $FLY
• Nuclear | $OKLO, $SMR, $NNE, $CCJ, $BWXT, $LEU
• Drones | $KTOS, $ONDS, $AVAV, $DPRO, $PDYN, $RCAT
• Critical Materials | $CRML, $UUUU, $UAMY, $ASPI, $USAR
• Chip Manufacturing & Memory | $INTC, $MU, $AMKR, $SNDK, $LRCX, $SKYT

I pay close attention to which stocks lead in January because it’s the first clear look at where managers are actually putting new money & decisions are based on where they think returns will come from next rather then protecting what already happened.

Stocks that lead early in year usually point to where next phase of growth is going to be.

US Dollar index #DXY/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$1 USD is equal to 1,455,000 Iranian rial

if you have $690 you are a billionaire in Iran

President Trump calls on Fed Chair Powell to cut interest rates after this morning's CPI inflation data.

"Thank you mister tariff," Trump adds.

President Trump cancels all meetings with Iranian officials and encourages protestors to "take over your institutions."

Pentagon Invests $150 Million in US Gallium Company

The US Department of Defense has taken an equity stake in Atlantic Alumina Co (a US-based producer) with a $150 million investment, aimed at securing domestic supply of gallium a critical metal used in semiconductors, radar, 5G, and defense electronics.

China currently controls 98.7% of global gallium production (2024 data).

Gallium is on the US critical minerals list vital for military tech (e.g., GaN chips in F-35 radars, missile systems).

This is part of a broader push to reduce dependence on Chinese supply chains amid rising tensions.

The move follows similar DoD investments in rare earths, lithium, and other strategic materials signaling Washington is serious about onshoring critical inputs for national security.

#Gallium #CriticalMinerals #Defense #China #SupplyChain

CRITICAL MINERALS CHEAT SHEET

The next phase of industrial policy, electrification, AI infra & defense spending is defined by input constraints with these companies sitting at the key supply-chain choke points:

Rare Earth Elements
• $MP controls the only scaled rare earth mining & processing asset in the U.S.
• $USAR building a domestic rare earth magnet supply chain to reduce reliance on China
• $IDR focuses on U.S.-based rare earth & strategic mineral development tied to national security needs

Copper
• $FCX largest publicly traded copper supplier to global infrastructure
• $IE targets high-grade copper discoveries using proprietary geophysical technology to shorten development timelines

Lithium
• $ALB largest global lithium supplier
• $LAC anchors U.S. lithium supply through domestic projects

Antimony
• $UAMY one of the only domestic antimony suppliers
• $NVA provides antimony exposure alongside gold through U.S.-based projects

Multi-Resource & Strategic Supply
• $CRML targets rare earths & defense-critical resources
• $TMC focuses on battery metals sourced from polymetallic nodules as an alternative to land-based mining
• $NB targets niobium, scandium & titanium

Graphite
• $NVX supplies synthetic graphite tied to North American battery manufacturing
• $NMG develops vertically integrated graphite production outside China
• $WWR targets U.S. graphite processing for EV supply chains

Top 100 24h Gainers 🚀

IP              $4.13        +48.03%
DASH          $56.29      +46.23%
XMR            $669.81    +13.60%
ICP            $3.56        +12.68%
OP              $0.3547    +11.39%

Top 100 24h Losers 🔻

LIT            $2.13        -7.26% 
NIGHT        $0.0660    -3.25% 
ZEC            $389.72    -3.18% 
M                $1.65        -2.69% 
VIRTUAL    $1.01        -1.78%

PRESIDENT TRUMP:

“When the market goes up, the Fed should lower interest rates.”

Fed Chair Powell “kills every rally,” Trump adds.

You do not own enough assets.

Bitcoin just broke $94,000 and it’s up $2700 after the CPI came in at 2.7% as expected.

$72 million worth of shorts were liquidated.

U.S. Supreme Court is expected to rule on the legality of President Trump's tariffs in the next 24 hours.

If struck down, the Trump administration would have to return all tariffs collected to U.S. importers.