🚨BREAKING: SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead its IPO in 2026, per FT.🚀

The IPO is expected to be valued as much as $1.5 trillion, making it the largest IPO in history.

We believe the Space sector will get a massive re-rating in valuations as a whole.

$ASTS being a competitor to SpaceX’s Starlink in DTC, and $RKLB for launch, they should both benefit immensely.

Let the Space race begin 🚀🛰️

Memory Supercycle Supply Chain TLDR:

US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:

$VECO ($2B) -Laser annealing
$PLAB ($2.1B) - Lithography photomask
$ADEA ($2.18B) - Hybrid bonding
$ACLS ($2.9B) - Ion implantation
$FORM ($6.43B) - HBM wafer testing
$ONTO ($10.6B) - Packaging metrology
$AMKR ($13.1B) -Advanced packaging
$RMBS ($13.55B) - Memory IP
$MKSI ($14.9B) - Laser subsystems

Didn't include big players like $TER and $KLAC since just wanted to focus on lesser known ones.

There's some indirect beneficiaries too like $SMTC and $MTSI. Markets definitely haven't priced some of these in yet.

#Gold is just 1.50% away from hitting $5,000

PHYSICAL AI CHEAT SHEET

AMD’s CEO Lisa Su says the next AI wave is Physical AI.

AI running robots, factories, drones, and machines at the edge.

The stack by sector:

Edge compute & platforms
$AMD $NVDA $MSFT $GOOGL $AMZN

Robotics & embodied AI
$TSLA $SERV $SYM $ABB

Defense autonomy
$KTOS $AVAV $PLTR

Industrial AI & control
$ETN $PTC $ANSS

Power & infrastructure
$SMR $BWXT $VRT

🇺🇸🇮🇷 Reports state that the USS Abraham Lincoln carrier strike group will be within strike range of Iran within the next three days.

It is also noted that the last time Donald Trump set a deadline for Iran, the country was attacked just two days later.

🔴 BREAKING UPDATE - Signal #3 Accelerating

Israel's defense raised alert level amid concerns Trump may strike Iran within days.

Real context:
🔴 20,000+ deaths estimated in Iran protests since Dec 2025
🔴 Economy-triggered unrest, regime crackdown on protesters/merchants
🟢 Trump publicly calling for regime change
🟢 US carrier deployment to region
🔴 Israel preparing for potential action
⚪ Iran retaliation risks deterring immediate strikes

This aligns Signal #3 (Iran Regime Change) + Signal #6 (Trump Effect):

The pattern:
Multi-front pressure coordinating.

Iraq can't complete monetary reform with Iranian destabilization continuing.

Regional stability prerequisite for currency revaluation.

Next 48-72 hours critical.

Source: #The_NewArab

Monitoring.

🇨🇦 Prime Minister Mark Carney responds to Trump 🇺🇸

"Canada doesn't live because of the United States, Canada thrives because we are Canadian." 🥴

🚨 IT'S OFFICIAL: President Trump has a MASSIVE US military fleet headed toward Iran

"Maybe, we won't have to use it...we'll see!"

Iran is ON NOTICE! Anything could happen 👀🔥

The U.S. military is rapidly expanding its footprint in the Middle East, moving additional fighter aircraft, ships, air defense, and support assets into the region.

- The Abraham Lincoln Carrier Strike Group is in the Indian Ocean and will soon enter the U.S. 5th Fleet/Central Command AOR
- Three F-15E Strike Eagle squadrons now forward deployed
- Increased KC-135 and C-17 flights supporting the buildup
- Patriot and THAAD air defense systems reportedly en route

#Gold & #Silver highest daily close in history

Largest Producers of #Silver

⚛️ Nuclear Plants Are Becoming AI Infrastructure

AI just broke the old #energy model.

For decades, electricity was a #commodity.
AI treats power as a strategic dependency.

That changes everything.

#NuclearPower is no longer just generation.
It’s becoming a firm-power platform for #AI.

What’s shifting:
• Hyperscalers want 24/7, clean, guaranteed power
• Nuclear operators move from sellers to long-term partners
• Deals look less like PPAs and more like infrastructure contracts
• Value isn’t MWh anymore. It’s compute uptime and resilience

In this world:
Old label → Power plant
New label → Digital infrastructure enabler

The future of AI runs on electrons.
And the most valuable electrons are firm ones.

❓Do you see nuclear becoming a core pillar of AI strategy or will #gas and storage win instead?

#oott #NATGAS

🚨We use 30m tonnes of copper every year.

Only 4m tonnes come from recycling.

To sustain just 3% GDP growth, with zero new electrification, we need to mine as much copper in the next 18 years as humanity mined in the last 10,000 years combined.

That’s:
• No EV
• No data centers
• No solar & wind rollout
• No energy transition

And we’re already short.

We have a problem.

Do markets really understand how structurally constrained copper supply is or is this still being priced like a normal cycle?

#metals #copper #EV #DataCenters #energy

📡 DAILY SIGNAL TRACKER - JANUARY 23, 2026

Intelligence Window: 24 Hours

- Board of Peace now OFFICIAL international organization. Russia pledged $1B frozen assets. Trump: Massive Military flotilla heading towards Iran. Wealth Managers proactively contacting dinar holders. XRP hyped by X's AI (Grok) says Ripple wins over VISA/PayPal/SWIFT.

Yesterday's biggest question answered: Board of Peace IS real, IS operational, IS alternative international order.

Here's what moved in the last 24 hours.

SIGNAL STATUS: 5/7 🟢 | 1/7 🟡 | 1/7 🔴 | 0/7 ⚪

🟡 SIGNAL #1: HISTORIC BOND HOLDERS

STATUS: 48-HOUR WINDOW ACTIVE - 24 HOURS REMAINING

Mark Z (#originalmarkz):
"Very much believe a couple of mine have received some funds. Bankers and bond folks convinced they'll be going into February wealthy. This is our month."

"Eerily quiet. Not necessarily a bad thing."
_________

Sth American Bond Groups
No widespread reports of 1% disbursements yet, but 24 hours remain in forecasted window.
Next 24 hours critical for validating or invalidating this timeline claim.

🟢 SIGNAL #2: IRAQ + HCL LEGISLATIVE PROGRESS

STATUS: SOVEREIGNTY RESTORATION ACCELERATING

Five Dominoes (Frank26):
✅ Kurdish President - Vote Jan 28-29
⏳ Certification (IMF, World Bank, US Treasury)
⏳ Parliament opens, passes budget
⏳ HCL passed
⏳ New rate

Key Developments:

Financial Advisor to PM: "The general budget represents a pivotal entrance to economic reforms… it is a monetary reform"

Maliki failing to become PM. Sudani ending Maliki + Tehran influence. "He really is coming apart unglued, very positive for Iraq."

Bank Stories:

Chase (Branch Location Withheld):

Wealth manager (Name Withheld) proactively contacted dinar holder.

Manager aware of Iraqi monetary reform. "We would love to earn your business... you would be taken care of with the best of the best."

Training started 2024, paused spring, resumed fall.

Services ready: trusts, generational wealth, LLCs.

Bank of Hawaii (Branch Location Withheld):
Manager (Name Withheld): "Yes, we know" when asked about dinar reinstatement. "When you're ready, I will turn you on to my wealth manager." Three weeks prior: employee said "not ready yet, you can come here and exchange."

(Full details including names/locations available on Frank26's live stream for verification)

Pattern: Banks now proactively reaching out. Training complete. Wealth management activated. Shift from "we don't know" to "we're ready when you are."

Bottom Line:

irst domino vote Jan 28-29.

Financial advisors calling budget "monetary reform."

Banks active preparation mode.