BREAKING: The USS Abraham Lincoln aircraft carrier group is currently steaming from the South China Sea to Iran.

ETA within 48 hours.

If Trump backs down now on Iran no other country will revolt against their government.

Israel/United States have entered a path of no return, regardless of how bad the outcome.

BREAKING: White House issues statement saying "All options remain on the table for Iran"

Maybe Trump does want to deescalate, or maybe it's all a show. A false flag attack would fit both scenarios to get the U.S. involved in a war with Iran, whether staged by the CIA or Mossad.

Very strange flights off the U.S. east coast right now. These are all mid-air refuelers.

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Now that the USS Abraham Lincoln is sailing for Iran's shores, leaving the South China Sea void of U.S. naval support. What happens with Taiwan?

It’s hard to overstate the importance of this… If ever there was a clear sign 🪧.

- that the simultaneous negotiated abandonment of Ukraine 🇺🇦 to Russia 🇷🇺 & the aggression in Venezuela 🇻🇪

is part of a broader decision to

- cede Taiwan 🇹🇼 & Japan 🇯🇵 to China 🇨🇳.

This is it.

This pulls forward the probability & timeline of China 🇨🇳 action in Taiwan 🇹🇼.

Urgent: US Government: “Leave Iran Now”.

This implies direct US intervention.

The last event was with GBU-57A/B MOPs.

Here’s how to profit off US invading Iran.

Department of War stocks:

$OSS - Edge AI
$AVAV - Drone Strikes
$BA, $NOC, $RTX - Bunker Bombs
$KTOS - Valkyries for drawing enemy fire, jam radars, and lead F-35s and B-21s

It’s pretty simple. Especially following US invasion of Venezuela.

There’s likely a lot of market volatility but the largest beneficiaries are pure play War verticals.

Critical Minerals Stocks to Watch as Supply Chains Go Strategic.

Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX

Graphite
$NVX, $NMG, $WWR

Antimony
$NVA, $UAMY

Beryllium
$MTRN

Copper
$SCCO, $IE, $TGB, $ERO, $HBM, $TMQ, $FCX

Uranium
$LEU, $URG, $UUUU, $DNN, $UEC, $ISOU, $AEC, $NXE, $UROY, $EU, $CCJ

Cobalt & Silver
$GLNCY, $ELBM

Lithium
$ALB, $LAC, $SGML, $IONR, $SQM, $RIO, $ATLX, $SLI

This is about resource security, domestic supply, and strategic control. Critical minerals are becoming the backbone of energy, defense, and advanced manufacturing—and markets are starting to price that in.

When you turn the printers back on

🇺🇸🇹🇼 US and Taiwan reach trade deal cutting tariffs to 15% and increasing American semiconductor investment by $500 billion.

NATO Begs U.S. For Emergency Funding So They Can Defend Greenland From U.S.

MAJOR trade deal: The U.S. and Taiwan have reached a historic agreement.

✅ Taiwan to invest $250B to build and produce chips in America.

✅ $250B+ in credit guarantees from Taiwan to support the full U.S. semiconductor supply chain.

✅ Reciprocal U.S. tariffs on Taiwanese goods capped at 15%.

President Trump’s America First Trade Agenda delivers again.

CRITICAL FUEL FOR THE AI REVOLUTION (FULL BREAKDOWN)

$TSLA just brought the largest lithium refinery in the U.S. online isn’t random.

AI, electrification & defense scale
they scale on fuel + materials

ENERGY FUEL (POWER COMES FIRST)
$CCJ - backbone of global uranium supply
$UUUU - U.S.-based uranium + rare earth exposure
$LEU - nuclear fuel enrichment (true choke point)

BATTERY MATERIALS
Lithium
$ALB - largest global lithium supplier
$LAC - anchors U.S. lithium production
Nickel
$VALE - battery-grade nickel at global scale
Graphite
$NVX - synthetic graphite for North America
$NMG - vertically integrated graphite outside China
$WWR - U.S. graphite processing
Recycling / Material Security
$LICY - closed-loop lithium recycling
$ABAT - EV battery recycling & materials recovery

RARE EARTHS (DEFENSE + EV MOTORS)
$MP - only scaled rare earth mining + processing in the U.S.
$LYSCF - largest non-China rare earth processor
$TMRC - Texas-based rare earth processing with DoD ties
$USAR - domestic magnet supply chain (China hedge)
$IDR - U.S. strategic minerals tied to national security

GRID METALS (DATA CENTERS)
$FCX - copper for grids, data centers & electrification
$IE - high-grade copper discovery leverage

DEFENSE-CRITICAL METALS
$UAMY - one of the only domestic antimony suppliers
$NVA - antimony exposure via U.S.-based projects

STRATEGIC MULTI-METALS
$CRML - rare earths + defense materials
$TMC - battery metals without land-based mining
$NB - niobium, scandium & titanium

POWER ENABLEMENT
$EOSE - zinc-based long-duration grid storage for AI & data centers

Zoom out:
Semis need power.
Power needs fuel.
Fuel needs supply chains.