๐จ๐ญ Global One SI - Prompt
DAVOS SNAPSHOT: KEY DEVELOPMENTS ๐ธ Trump arrived late after an Air Force One delay, but his speech is still expected. ๐ธ Jamie Dimon warned that capping credit-card interest rates would hurt the economy. ๐ธ Scott Bessent said Deutsche Bank rejected claims thatโฆ
This media is not supported in your browser
VIEW IN TELEGRAM
This media is not supported in your browser
VIEW IN TELEGRAM
TRUMP: "I saw Emmanuel Macron yesterday, with his magnificent sunglasses. What happened?... ""He was looking tough with those sunglasses! ๐๐คฃ
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐ข๏ธHow Big Oil are Printing Money in a Broken Market?
๐ 1 year stock price performance (as of Jan 1, 2026)
โข Eni ( $ENI): +39%
โข TotalEnergies ( $TTE): +20%
โข Shell ( $SHEL): +19%
โข bp ( $BP): +17%
โข ExxonMobil ( $XOM): +12%
โข Chevron ( $CVX): +5%
โข ConocoPhillips ( $COP): โ6%
โข EOG Resources ( $EOG): โ14%
โข Occidental ( $OXY): โ17%
โ ๏ธWhat stands out
โข Big dispersion despite similar oil exposure
โข Integrated, diversified majors outperformed
โข Upstream-heavy producers lagged
โข European majors beat US peers
๐Macro backdrop
Oil drifted lower through 2025.
Inflation cooled toward 2.5โ3%.
Rates stayed restrictive, pressuring cyclical, capex-heavy names.
If oil stays oversupplied, which business models hold value best. integrated majors or pure upstream?
#Energy #oott #OilAndGas #Stocks
๐ 1 year stock price performance (as of Jan 1, 2026)
โข Eni ( $ENI): +39%
โข TotalEnergies ( $TTE): +20%
โข Shell ( $SHEL): +19%
โข bp ( $BP): +17%
โข ExxonMobil ( $XOM): +12%
โข Chevron ( $CVX): +5%
โข ConocoPhillips ( $COP): โ6%
โข EOG Resources ( $EOG): โ14%
โข Occidental ( $OXY): โ17%
โ ๏ธWhat stands out
โข Big dispersion despite similar oil exposure
โข Integrated, diversified majors outperformed
โข Upstream-heavy producers lagged
โข European majors beat US peers
๐Macro backdrop
Oil drifted lower through 2025.
Inflation cooled toward 2.5โ3%.
Rates stayed restrictive, pressuring cyclical, capex-heavy names.
If oil stays oversupplied, which business models hold value best. integrated majors or pure upstream?
#Energy #oott #OilAndGas #Stocks
๐จ๐ญ Global One SI - Prompt
๐จBREAKING: Trump says the US will be "involved" in Greenland's mineral rights under his new deal. #Greenland is estimated to hold reserves of natural resources worth as much as $5 trillion ๐ฐ #Trump #minerals
The U.S is taking over Greenlands mineral rights
Here are companies to benefit from the $5 Trillion takeover:
Rare Earths
$MP $IDR $USAR $TMQ $REEMF
Multi-Minerals / Strategic Inputs
$CRML $TMC $TMRC $UAMY $NB $NUUU $AREC $PPTA $IPX
Copper
$SCCO $IE $TMQ $TGB $ERO $HBM $FCX
Uranium
$LEU $UEC $UUUU $CCJ $URG $DNN $ISOU $AEC $NXE $UROY $EU
Lithium
$TSLA $ALB $LAC $SGML $IONR $SQM $RIO $ATLX $SLI
Graphite
$NVX $NMG $WWR
Antimony
$NVA $UAMY
Beryllium
$MIRN
Here are companies to benefit from the $5 Trillion takeover:
Rare Earths
$MP $IDR $USAR $TMQ $REEMF
Multi-Minerals / Strategic Inputs
$CRML $TMC $TMRC $UAMY $NB $NUUU $AREC $PPTA $IPX
Copper
$SCCO $IE $TMQ $TGB $ERO $HBM $FCX
Uranium
$LEU $UEC $UUUU $CCJ $URG $DNN $ISOU $AEC $NXE $UROY $EU
Lithium
$TSLA $ALB $LAC $SGML $IONR $SQM $RIO $ATLX $SLI
Graphite
$NVX $NMG $WWR
Antimony
$NVA $UAMY
Beryllium
$MIRN
โ1
This is absolutely insane.
First, #Bitcoin pumped from $88k to $90.5k and liquidated $80 million in shorts.
Then, it dumped from $90.5k to $87.3k and liquidated $144 million in longs.
Now, after Trump canceled tariffs on the EU, Bitcoin pumped from $87.3k to $90.5k and liquidated $202 million in shorts.
Total $1 BILLION liquidated in 24 hours
First, #Bitcoin pumped from $88k to $90.5k and liquidated $80 million in shorts.
Then, it dumped from $90.5k to $87.3k and liquidated $144 million in longs.
Now, after Trump canceled tariffs on the EU, Bitcoin pumped from $87.3k to $90.5k and liquidated $202 million in shorts.
Total $1 BILLION liquidated in 24 hours
๐จ๐ญ Global One SI - Prompt
#BTC/USDT H1 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot โฆ
#BTC/USDT H1 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
โ๏ธ gains.trade
โ๏ธ ostium.com
โ๏ธ vooi.io
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
๐ฑ mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
๐จ๐ญ Global One SI - Prompt
#ETH/USDT H1 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot โฆ
#ETH/USDT H1 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
โ๏ธ gains.trade
โ๏ธ ostium.com
โ๏ธ vooi.io
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
๐ฑ mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
๐จ๐ญ Global One SI - Prompt
#SOL/USDT H1 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot โฆ
#SOL/USDT H1 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
โ๏ธ gains.trade
โ๏ธ ostium.com
โ๏ธ vooi.io
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
๐ฑ mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
๐ฆ @pigeon_trade_bot
Prove your #trading skills and get funded!
๐ฅ carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
THE HUMANOID ROBOT LANDSCAPE IN 2026
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.
2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks
3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.
4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.
6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.
7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.
8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.
2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks
3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.
4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.
6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.
7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.
8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.
๐จ๐ญ Global One SI - Prompt
โThe U.S. dollar isnโt even backed by anything.โ The U.S. #dollar:
This media is not supported in your browser
VIEW IN TELEGRAM
๐จBREAKING: ๐บ๐ธ President Donald Trump says the United States holds weapons that no one knows about and that no other country possesses.
๐จ๐ญ Global One SI - Prompt
๐จBREAKING: ๐บ๐ธ President Donald Trump says the United States holds weapons that no one knows about and that no other country possesses.
Greenland is a distraction. Big moves regarding Iran, and it's not looking good.
๐ฎ๐ท๐๐บ๐ธ๐ฎ๐ฑ
Starting the week of January 26, a strategic window for an operation against Iran will open. The USS Abraham Lincoln carrier strike group will be deployed to the Middle East, and the Americans are also sending fighter jets and missile defense systems.
An open window does not mean that an operation will take place, but all capabilities will be mobilized and ready to intervene.
๐ฎ๐ท๐๐บ๐ธ๐ฎ๐ฑ
Starting the week of January 26, a strategic window for an operation against Iran will open. The USS Abraham Lincoln carrier strike group will be deployed to the Middle East, and the Americans are also sending fighter jets and missile defense systems.
An open window does not mean that an operation will take place, but all capabilities will be mobilized and ready to intervene.
โ1
๐จ๐ญ Global One SI - Prompt
Photo
Howard Lutnick's family is set to make BILLIONS when the Supreme Court strikes down Trump's tariffs.
Cantor Fitzgerald, a "financial services" firm run by his two sons has been quietly buying up the rights to tariff refunds for 20-30ยข on the dollar since 1H 2025
Cantor Fitzgerald, a "financial services" firm run by his two sons has been quietly buying up the rights to tariff refunds for 20-30ยข on the dollar since 1H 2025
๐ณ1
๐จ๐ญ Global One SI - Prompt
President Donald Trump removes 10% tariffs on Europe that were set to go into affect Feb 1st. "How long do the mineral rights last?" Trump: "Forever"
This media is not supported in your browser
VIEW IN TELEGRAM
"President Trump was right about Greenland" NATO Secretary General
This media is not supported in your browser
VIEW IN TELEGRAM
Natural gas prices continue to surge as North America braces for record breaking cold temperatures. $NGAS
๐จ๐ญ Global One SI - Prompt
Greenland is a distraction. Big moves regarding Iran, and it's not looking good. ๐ฎ๐ท๐๐บ๐ธ๐ฎ๐ฑ Starting the week of January 26, a strategic window for an operation against Iran will open. The USS Abraham Lincoln carrier strike group will be deployed to the Middleโฆ
This media is not supported in your browser
VIEW IN TELEGRAM
Delta is coming...
๐จ๐ญ Global One SI - Prompt
$ASTS โWith their satellites, they can control the electromagnetic spectrum anywhere on earth.โ
Bank of America points out the difference between $ASTS, Starlink, LEO and TerraWave ๐ฐ๏ธ
AST SpaceMobile is the clear winner in direct-to-cell. ๐ฒ
AST SpaceMobile is the clear winner in direct-to-cell. ๐ฒ
๐จ๐ญ Global One SI - Prompt
Bank of America points out the difference between $ASTS, Starlink, LEO and TerraWave ๐ฐ๏ธ AST SpaceMobile is the clear winner in direct-to-cell. ๐ฒ
$ASTS: AST SpaceMobile's current satellite architecture is a perfect platform, incorporating high power generation, heat dissipation and built-in communications, for AI data center workloads in space.
Why Elon Musk Is Racing to Take SpaceX Public -- WSJ
By Corrie Driebusch, Emily Glazer and Micah Maidenberg
(Wall Street Journal) -- SpaceX resisted going public for years. Then came the rise of artificial intelligence.
Elon Musk's rocket maker became one of the country's most valuable private companies due in part to its ability to develop risky space businesses outside the scrutiny of public investors. Its executives liked to say the company wouldn't IPO until its rockets were regularly flying to Mars.
That was before the rush to build data centers for AI computing prompted Musk, Jeff Bezos and others to propose putting them in space. The idea has prompted skepticism from many engineers, given the technical challenges posed by building solar-powered AI data centers that zip around Earth.
But it has continued to gain traction and Musk has become obsessed with the idea of SpaceX being the first to do it, people familiar with the matter said. Such a feat would be hard to attempt without the billions of dollars in capital an initial public offering could deliver in one fell swoop.
The billionaire also sees a SpaceX IPO as a way to help his AI company, xAI, catch up to rivals, some of the people said. Musk has a long-running rivalry with OpenAI Chief Executive Sam Altman, who last year explored buying a rocket company to deploy satellites with AI computing capabilities into space.
Two of xAI's competitors, OpenAI and Anthropic, are eyeing their own IPOs this year, and Musk seems eager for SpaceX to hit the public market first, some of the people said.
SpaceX is expected to select banks to lead the stock offering soon; Musk has told people he wants to complete the IPO by July.
Musk's apparent change of tune on SpaceX's IPO plans in the middle of last year surprised many. The billionaire has loudly complained about running his existing public company, Tesla, and repeatedly tangled with regulators and the courts over issues like his compensation.
SpaceX had for years been developing technology such as computing nodes that would be helpful for an AI satellite network, former employees say. By this fall, it had a breakthrough in its attempts to figure out how to build and launch data centers into space, according to people familiar with the matter, after devoting more resources toward solving technical issues.
But competitors were pushing forward, too. Altman investigated partnering with or acquiring Stoke Space, a startup rocket maker, over the summer. During an event in Italy in October, Bezos said that shifting data centers to orbit made sense.
Later that month, Musk took to his social-media platform, X, and suggested that solar-powered AI satellites were the future. He posted about the topic several more times in November.
What had been a medium- or long-term goal for SpaceX -- developing orbital data centers -- became a matter of utmost urgency for Musk mid-last year, according to people familiar with the matter.
Building and launching thousands of satellites would be technically demanding and costly, and SpaceX officials quickly decided the easiest way to raise the tens of billions of dollars it required was to dip into the newly thawed U.S. market for IPOs, the people said.
Meanwhile, Musk's AI company, xAI, was trailing rivals including OpenAI and Google's Gemini by key metrics such as revenue and user base. A SpaceX IPO was seen by some of its investors as a potential cash cow that could supercharge xAI's growth and in turn help SpaceX.
If SpaceX succeeds with putting data centers in space, its investors expect xAI to become a customer.
Why Elon Musk Is Racing to Take SpaceX Public -- WSJ
By Corrie Driebusch, Emily Glazer and Micah Maidenberg
(Wall Street Journal) -- SpaceX resisted going public for years. Then came the rise of artificial intelligence.
Elon Musk's rocket maker became one of the country's most valuable private companies due in part to its ability to develop risky space businesses outside the scrutiny of public investors. Its executives liked to say the company wouldn't IPO until its rockets were regularly flying to Mars.
That was before the rush to build data centers for AI computing prompted Musk, Jeff Bezos and others to propose putting them in space. The idea has prompted skepticism from many engineers, given the technical challenges posed by building solar-powered AI data centers that zip around Earth.
But it has continued to gain traction and Musk has become obsessed with the idea of SpaceX being the first to do it, people familiar with the matter said. Such a feat would be hard to attempt without the billions of dollars in capital an initial public offering could deliver in one fell swoop.
The billionaire also sees a SpaceX IPO as a way to help his AI company, xAI, catch up to rivals, some of the people said. Musk has a long-running rivalry with OpenAI Chief Executive Sam Altman, who last year explored buying a rocket company to deploy satellites with AI computing capabilities into space.
Two of xAI's competitors, OpenAI and Anthropic, are eyeing their own IPOs this year, and Musk seems eager for SpaceX to hit the public market first, some of the people said.
SpaceX is expected to select banks to lead the stock offering soon; Musk has told people he wants to complete the IPO by July.
Musk's apparent change of tune on SpaceX's IPO plans in the middle of last year surprised many. The billionaire has loudly complained about running his existing public company, Tesla, and repeatedly tangled with regulators and the courts over issues like his compensation.
SpaceX had for years been developing technology such as computing nodes that would be helpful for an AI satellite network, former employees say. By this fall, it had a breakthrough in its attempts to figure out how to build and launch data centers into space, according to people familiar with the matter, after devoting more resources toward solving technical issues.
But competitors were pushing forward, too. Altman investigated partnering with or acquiring Stoke Space, a startup rocket maker, over the summer. During an event in Italy in October, Bezos said that shifting data centers to orbit made sense.
Later that month, Musk took to his social-media platform, X, and suggested that solar-powered AI satellites were the future. He posted about the topic several more times in November.
What had been a medium- or long-term goal for SpaceX -- developing orbital data centers -- became a matter of utmost urgency for Musk mid-last year, according to people familiar with the matter.
Building and launching thousands of satellites would be technically demanding and costly, and SpaceX officials quickly decided the easiest way to raise the tens of billions of dollars it required was to dip into the newly thawed U.S. market for IPOs, the people said.
Meanwhile, Musk's AI company, xAI, was trailing rivals including OpenAI and Google's Gemini by key metrics such as revenue and user base. A SpaceX IPO was seen by some of its investors as a potential cash cow that could supercharge xAI's growth and in turn help SpaceX.
If SpaceX succeeds with putting data centers in space, its investors expect xAI to become a customer.
โ1
๐จ๐ญ Global One SI - Prompt
Bank of America points out the difference between $ASTS, Starlink, LEO and TerraWave ๐ฐ๏ธ AST SpaceMobile is the clear winner in direct-to-cell. ๐ฒ
Some investors believe SpaceX could purchase a percentage of xAI, or Musk, who owns more than 40% of SpaceX, could tap that stake to invest in his other companies, including xAI. Plus, a publicly traded stock creates a capital safety net of sorts and would be reassuring to investors.
The two companies have existing ties: In July, SpaceX agreed to invest $2 billion into xAI, The Wall Street Journal has reported, as part of a $5 billion financing. The xAI chatbot Grok powers customer-support features for Starlink, SpaceX's satellite internet service.
In early December, SpaceX Chief Financial Officer Bret Johnsen began privately telling some investors that the company was considering an IPO in 2026; later that month banks began their bake-off pitches to the company to lead the stock offering.
Johnsen sent SpaceX employees a memo Dec. 12, noting that a key reason the company was investigating an IPO was to "deploy AI data centers in space."
Getting satellites for AI launched will be no easy feat. SpaceX will need to get its Starship vehicle working, as its orbital data-center satellites are based on a design optimized for the rocket, the Journal has reported.
The company has been testing the powerful rocket in flights for almost three years, but it hasn't deployed any operational payloads yet. SpaceX is expected to launch an upgraded Starship on a test flight soon.
The two companies have existing ties: In July, SpaceX agreed to invest $2 billion into xAI, The Wall Street Journal has reported, as part of a $5 billion financing. The xAI chatbot Grok powers customer-support features for Starlink, SpaceX's satellite internet service.
In early December, SpaceX Chief Financial Officer Bret Johnsen began privately telling some investors that the company was considering an IPO in 2026; later that month banks began their bake-off pitches to the company to lead the stock offering.
Johnsen sent SpaceX employees a memo Dec. 12, noting that a key reason the company was investigating an IPO was to "deploy AI data centers in space."
Getting satellites for AI launched will be no easy feat. SpaceX will need to get its Starship vehicle working, as its orbital data-center satellites are based on a design optimized for the rocket, the Journal has reported.
The company has been testing the powerful rocket in flights for almost three years, but it hasn't deployed any operational payloads yet. SpaceX is expected to launch an upgraded Starship on a test flight soon.
โ1