THE ELECTRICITY VALUE CHAIN

• $CCJ uranium supply
• $CEG nuclear baseload
• $SMR modular nuclear reactors
• $OKLO micro-nuclear generation
• $EOSE zinc long-duration storage
• $GEV power conversion hardware
• $VRT power distribution & cooling
• $VST flexible generation & storage
• $TSLA utility-scale lithium storage
• $FSLR thin-film solar for hyperscale
• $NNE utility-scale renewable buildout
• $TLN North American renewable generation
• $BWXT nuclear components & specialty fuel

#AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program

Major milestone achieved as $ASTS is officially selected for the MDA SHIELD program Tranche 3 🛰️

This partnership integrates AST SpaceMobile into the US homeland defense architecture and opens significant long term contract optionality. Credibility and government validation are at an all time high.

The Golden Dome is here 🇺🇸📈

🚨 OFFICIAL PR ON $ASTS NEW PRIME CONTRACT POSITION FOR GOLDEN DOME🚀

MIDLAND, Texas--(BUSINESS WIRE)--AST SpaceMobile, Inc. (“AST SpaceMobile”) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced that it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility.

The SHIELD program is part of the broader Golden Dome strategy, focused on building resilient, layered protection against air, missile, space, cyber, and hybrid threats from all operational domains. The selection positions AST SpaceMobile to compete for a wide range of future task orders across research, development, engineering, prototyping, and operations of critical Missile Defense Agency systems that support U.S. national security objectives.

“Being selected as a prime contract awardee for the MDA’s SHIELD program is a major validation of our unique, on-orbit, dual-use technology and our growing capabilities within the defense sector,” said Chris Ivory, Chief Commercial Officer and Head of Government Business of AST SpaceMobile. “Our innovative low-Earth orbit (LEO) satellite architecture, featuring the largest commercial phased arrays ever deployed in low Earth orbit, is inherently scalable and resilient. This SHIELD IDIQ contract establishes AST SpaceMobile as an eligible provider to bid directly on future task orders, enabling us to rapidly align our cutting-edge space technology with the critical needs of the Department of War and other U.S. Government entities.”
AST SpaceMobile’s selection as a prime contractor underscores the growing government interest in resilient, dual-use Low-Earth Orbit (LEO) constellations for integrated national defense, including command and control, battle management, and advanced sensing applications.

This award highlights the importance of leveraging American innovation and commercial space technology, in alignment with the U.S. Administration's policies. These policies are explicitly focused on enabling, streamlining, and maximizing the use of the commercial space sector for national security, economic growth, and maintaining global leadership, which will ensure the United States maintains a decisive advantage in the defense domain for years to come.

AST SpaceMobile is 95% vertically integrated, with all major manufacturing processes under U.S. control headquartered in Texas. The company operates nearly 500,000 square feet of manufacturing and operations facilities and employs a workforce of nearly 1,800 people supported by a technology platform backed by over 3,800 patent and patent pending claims.
The award was made as part of a list of companies eligible to compete under the program, publicly announced by the U.S. Government on January 15, 2026.

$ASTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI #AST

*CHINA CLAMPS DOWN ON HIGH-SPEED TRADERS, REMOVING DATA SERVERS

🇨🇳🇨🇳

Data throttled, speed capped.

President Xi of China has pressed the #Silver button

Buckle up

A comparison of the trends of #gold, #silver, global liquidity, and #Bitcoin.

🔥CHINESE RETAILERS SELLING #SILVER BARS FOR ~ $120/oz!! 🔥

($105.83/oz + 13% VAT)

The Q4 earnings season slowly picks up next week with 500+ global companies set to report even with the market holiday on Monday. Who do you have your eye on next week? Watch for: $JNJ, $NFLX, $PG, $GE, $INTC, $ABT, $ISRG, $SCHW, $COF, $PLD, $MMM, $FCX and many more.

🇺🇸US & China🇨🇳

💥Moves and Countermoves

China's $1.2 trillion trade surplus is hiding something dangerous.

While everyone celebrates record export numbers, they're missing the real story.

#China needs 10 million barrels of oil per day.

They dominate rare earth PROCESSING but still IMPORT the raw materials.

And the US just figured out how to weaponize that weakness.

🚨What do Venezuelan oil, #Greenland, lithium mines in Wyoming and the Strait of Malacca have in common?

They're all pieces of the same strategic puzzle

And understanding how they connect will matter more to your portfolio than any Fed decision over the next decades.

#oott #Commodities #Geopolitics #CriticalMinerals #Energy #Canada

Trump after hearing some leaders are opposed to his plan of acquiring #Greenland

Top 100 24h Gainers 🚀

RIVER    $24.95      +19.35%
DASH      $91.72      +17.33%
IP          $2.65        +8.67% 
SKY        $0.0640    +7.35% 
CHZ        $0.0596    +3.54% 

Top 100 24h Losers 🔻

POL        $0.1409    -7.79% 
SPX        $0.5544    -5.27% 
ENA        $0.2166    -5.16% 
PENGU    $0.0118    -5.09% 
APT        $1.76        -4.99%

🚨BREAKING: Markets just dumped after President Trump commented on the Fed and Kevin Hassett.

Trump said:
"Fed officials don’t talk much. Hassett is good at talking. He was good on TV, I want to keep him where he is."

Hassett was being seen as a potential candidate for the next Fed Chair and is known as a pro-liquidity, rate-cut friendly figure.

So when Trump hinted that Hassett would stay in his current role and not move toward the Fed, expectations for easier monetary policy weakened.

Markets reacted immediately:

Bitcoin dropped $1,300 (-1.32%)
Gold fell $80 (-1.78%)
Silver dumped ( -3.30%)
Nasdaq dumped ( -0.50%)

This was not random selling.

It was the market repricing lower chances of a more dovish, liquidity-friendly Fed leadership.

🚨BREAKING: Trump wants Greenland

And he is ready to put tariffs on Who is against that

Trump stated he "may put a tariff on countries if they don’t go along with Greenland, because we need Greenland for national security.”

Translation: Trade leverage is being used to force alignment on a sovereignty issue.

Who is in the crosshairs?

🇩🇰 Denmark is the primary target, as the legal sovereign over Greenland.

Copenhagen has flatly rejected any sale or transfer.

By extension, 🇪🇺EU states and #NATO partners backing Denmark could also face pressure.

#Trump deliberately said “countries,” not just Denmark.

💥Why this is explosive?

#Denmark and Greenland’s leaders say the island is “not for sale” Europe views tariff coercion here as an unacceptable precedent.

Alliance risk.

Danish officials have warned that a forced acquisition would fundamentally damage NATO cohesion.

Why #Greenland matters so much?

-Arctic control
Greenland anchors North Atlantic and Arctic air, radar, and sea-lane dominance as ice recedes.

-Great power competition
US planners see Greenland as a counter to Russian and Chinese Arctic expansion.

-Critical minerals
Greenland hosts rare earths and other strategic materials central to defence.

This is the economic core of Trump’s security argument.

This moment crystallises a deep split.

Washington (Trump) frames Greenland as a national-security asset that justifies tariff pressure.

Europe insists sovereignty is non-negotiable and cannot be traded under economic threat.

If tariffs are deployed, this becomes a precedent-setting clash where trade tools are used to pursue territorial and security objectives.

That would mark a new phase in transatlantic relations and one with consequences far beyond Greenland.