🚨Copper crunch Is the viral narrative right now!
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right now.
Prices are ripping, supply fears are everywhere, and the AI buildout is forcing investors to think about raw materials again.
In Data centers, copper stays essential for power delivery, transformers, and facility wiring. The place copper starts getting replaced is the data interconnect, because bandwidth growth is outpacing what dense electrical links can carry efficiently.
As AI clusters get denser and speeds rise, the problem isnt that we don't have enough copper, it’s that copper data links lose their effective distances. The faster you try to move data inside a rack, the more power you burn just keeping the signal clean and the usable distance shrinks.
So optics gets pulled closer to the GPUs: first more fiber between racks, then optical engines sitting right next to the switch, and then co-packaged optics (CPO)
Copper supply is the story the market is trading, and photonics is the upgrade cycle AI infrastructure is moving toward.
Here are some of the top NYSE/NASDAQ plays for the copper-to-photonics pivot:
$AVGO (Broadcom: the switch chips inside AI networks; pushing CPO)
$MRVL (Marvell: the signal-cleaning chips that make high-speed optics work)
$LITE (Lumentum: laser sources and photonic parts used in transceivers)
$COHR (Coherent: InP-based lasers/components; supplies core building blocks for AI optics)
$AAOI (Applied Optoelectronics: builds and ships transceivers directly into hyperscalers)
$POET (POET: packaged light engine modules designed to simplify optical connectivity)
$AXTI (AXT: the InP wafer supplier upstream of many optics components)
$VIAV (Viavi: test gear used to qualify and troubleshoot high-speed optical links)
$MTSI (MACOM: driver/TIA and high-speed analog chips that sit inside optics modules)
$GLW (Corning: fiber and cable systems that connect AI buildings and racks)
$FN (Fabrinet: contract manufacturer assembling optics modules for many brands)
$INTC (Intel: silicon photonics transceivers; one of the few at meaningful volume)
$ALMU (Aeluma: III-V-on-silicon approach aimed at scaling optics components)
AI scaling drives copper attention, and that same scaling pull pushes optics deeper into the rack.
What’s your favorite bet in this convergence?
I'm really interested in the pivot from copper to optics
$POET $ALMU $LITE $COHR $AAOI
The market is obsessed with copper right now.
Prices are ripping, supply fears are everywhere, and the AI buildout is forcing investors to think about raw materials again.
In Data centers, copper stays essential for power delivery, transformers, and facility wiring. The place copper starts getting replaced is the data interconnect, because bandwidth growth is outpacing what dense electrical links can carry efficiently.
As AI clusters get denser and speeds rise, the problem isnt that we don't have enough copper, it’s that copper data links lose their effective distances. The faster you try to move data inside a rack, the more power you burn just keeping the signal clean and the usable distance shrinks.
So optics gets pulled closer to the GPUs: first more fiber between racks, then optical engines sitting right next to the switch, and then co-packaged optics (CPO)
Copper supply is the story the market is trading, and photonics is the upgrade cycle AI infrastructure is moving toward.
Here are some of the top NYSE/NASDAQ plays for the copper-to-photonics pivot:
$AVGO (Broadcom: the switch chips inside AI networks; pushing CPO)
$MRVL (Marvell: the signal-cleaning chips that make high-speed optics work)
$LITE (Lumentum: laser sources and photonic parts used in transceivers)
$COHR (Coherent: InP-based lasers/components; supplies core building blocks for AI optics)
$AAOI (Applied Optoelectronics: builds and ships transceivers directly into hyperscalers)
$POET (POET: packaged light engine modules designed to simplify optical connectivity)
$AXTI (AXT: the InP wafer supplier upstream of many optics components)
$VIAV (Viavi: test gear used to qualify and troubleshoot high-speed optical links)
$MTSI (MACOM: driver/TIA and high-speed analog chips that sit inside optics modules)
$GLW (Corning: fiber and cable systems that connect AI buildings and racks)
$FN (Fabrinet: contract manufacturer assembling optics modules for many brands)
$INTC (Intel: silicon photonics transceivers; one of the few at meaningful volume)
$ALMU (Aeluma: III-V-on-silicon approach aimed at scaling optics components)
AI scaling drives copper attention, and that same scaling pull pushes optics deeper into the rack.
What’s your favorite bet in this convergence?
✍1
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German and EU officials are pressuring the German government to return 37% of its #gold reserves, currently held in US vaults and valued between $100-193 billion.
🇨🇭 Global One SI - Prompt
🚨🇺🇸🇮🇱 BREAKING: U.S. Central Command Commander Brad Cooper will arrive in Israel tomorrow to meet with the IDF Chief of Staff and senior Israeli officials. Tick-tock…
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🚨NOW: Israel has asked the United States to strike Iranian government and military targets, according to Israeli Channel 13.
🇨🇭 Global One SI - Prompt
The Dems, and Left-wing domestic terror organizations, are openly engaged in violent rebellion against the federal government. They are opening the door to their own undoing. They are about to summon the US MIL via the Insurrection Act, and the beginning…
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🚨 BOOM! Don’t try it in FLORIDA!
Sheriff Wayne Ivey: “If you throw a brick, a firebomb, or point a gun at one of our deputies, we will be notifying your family where to collect your remains at because we will KILL YOU — GRAVEYARD DEAD!" 🔥
Sheriff Wayne Ivey: “If you throw a brick, a firebomb, or point a gun at one of our deputies, we will be notifying your family where to collect your remains at because we will KILL YOU — GRAVEYARD DEAD!" 🔥
🇨🇭 Global One SI - Prompt
The odds of a US government shutdown on January 31st just jumped to 73% on #Polymarket.
🇺🇸 THE U.S. GOVERNMENT COULD SHUTDOWN AGAIN IN 6 DAYS.
Polymarket now shows a 78% chance of a shutdown. The odds are rising because Senate Majority Leader Chuck Schumer, the top Democrat in the Senate, said Democrats will vote NO on the funding bill.
Democrats are opposing parts of the bill related to DHS and ICE, while Republicans want to expand funding and powers. Both sides are stuck, and time is running out.
Funding expires on January 30, 2026. If Congress fails to pass the remaining bills, a shutdown begins.
The last shutdown lasted 43 days and damaged the economy. No one wants a repeat, but without a deal on ICE, there are not enough votes to avoid it.
Polymarket now shows a 78% chance of a shutdown. The odds are rising because Senate Majority Leader Chuck Schumer, the top Democrat in the Senate, said Democrats will vote NO on the funding bill.
Democrats are opposing parts of the bill related to DHS and ICE, while Republicans want to expand funding and powers. Both sides are stuck, and time is running out.
Funding expires on January 30, 2026. If Congress fails to pass the remaining bills, a shutdown begins.
The last shutdown lasted 43 days and damaged the economy. No one wants a repeat, but without a deal on ICE, there are not enough votes to avoid it.
🇨🇭 Global One SI - Prompt
🇮🇶 IRAQ: ALL SYSTEMS CONVERGING Frank26 (Jan 24): Parliament president vote MONDAY/TUESDAY (Jan 26-27). Followed by government formation, then IMF certification. US holds $100B Iraq Dinar (US Treasury/JP Morgan). Using as leverage to block ALL Iranian influence.…
💥 Iraq discusses Economic Reforms and Development with World Bank…🏦
Discussions have been held on economic reforms and support for development projects in Iraq.
The meeting took place between Minister of Finance Taif Sami Mohammed and a delegation from the World Bank, focusing on cooperation to support the government's reform programme and expand major development projects nationwide.
Key points discussed included:
Improving the investment environment through streamlined financial and banking procedures
Strengthening partnerships with international institutions to support sustainable development
Activating the role of the private sector through technical and financial support
Job creation and infrastructure modernization
Boosting non-oil revenues through automation of tax and customs systems
Enhancing public treasury resources and long-term financial stability
The Minister emphasised the importance of empowering the private sector as a strategic objective and highlighted efforts to stimulate productive and industrial sectors to reduce reliance on imports.
The discussions also covered structural reforms aimed at diversifying national income sources and improving transparency and financial efficiency.
(Source: Ministry of Finance)
Discussions have been held on economic reforms and support for development projects in Iraq.
The meeting took place between Minister of Finance Taif Sami Mohammed and a delegation from the World Bank, focusing on cooperation to support the government's reform programme and expand major development projects nationwide.
Key points discussed included:
Improving the investment environment through streamlined financial and banking procedures
Strengthening partnerships with international institutions to support sustainable development
Activating the role of the private sector through technical and financial support
Job creation and infrastructure modernization
Boosting non-oil revenues through automation of tax and customs systems
Enhancing public treasury resources and long-term financial stability
The Minister emphasised the importance of empowering the private sector as a strategic objective and highlighted efforts to stimulate productive and industrial sectors to reduce reliance on imports.
The discussions also covered structural reforms aimed at diversifying national income sources and improving transparency and financial efficiency.
(Source: Ministry of Finance)
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Silver vs Gold...The cost gap nobody talks about
• Mining silver uses 80x less #energy than gold
• 70x lower emissions per ton
• 50x cheaper to produce per ounce
Same #mining industry, Completely different cost structure.
That’s why #silver behaves less like a “luxury metal”
and more like a scalable industrial metal with leverage.
When demand accelerates, costs don’t explode the way they do in #gold .
• Mining silver uses 80x less #energy than gold
• 70x lower emissions per ton
• 50x cheaper to produce per ounce
Same #mining industry, Completely different cost structure.
That’s why #silver behaves less like a “luxury metal”
and more like a scalable industrial metal with leverage.
When demand accelerates, costs don’t explode the way they do in #gold .
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🛢️ Where Supermajors Really Produce Their Oil & Gas
A few countries now dominate supermajor production entitlement.
• United States 🇺🇸
The single biggest source. Shale + Gulf of Mexico drive volumes for ExxonMobil, Chevron, ConocoPhillips and partly BP. The U.S. is the backbone of aggregate production.
• Middle East & Africa cluster 🌍
Qatar, UAE, Nigeria, Angola. Core LNG, deepwater and gas assets for Shell, TotalEnergies and Eni. Stable, long-life barrels.
• Kazakhstan 🇰🇿
Quietly strategic. Tengiz alone >600 kb/d. Key for Chevron, ExxonMobil and Eni. Long-duration, contract-secure barrels with a different geopolitical profile.
• Latin America growth 🌎
Brazil’s pre-salt anchors Shell and TotalEnergies.
#Guyana is one of #ExxonMobil ’s fastest-growing production engines.
supermajor supply is increasingly concentrated in a handful of politically and geologically advantaged countries.
#oott
A few countries now dominate supermajor production entitlement.
• United States 🇺🇸
The single biggest source. Shale + Gulf of Mexico drive volumes for ExxonMobil, Chevron, ConocoPhillips and partly BP. The U.S. is the backbone of aggregate production.
• Middle East & Africa cluster 🌍
Qatar, UAE, Nigeria, Angola. Core LNG, deepwater and gas assets for Shell, TotalEnergies and Eni. Stable, long-life barrels.
• Kazakhstan 🇰🇿
Quietly strategic. Tengiz alone >600 kb/d. Key for Chevron, ExxonMobil and Eni. Long-duration, contract-secure barrels with a different geopolitical profile.
• Latin America growth 🌎
Brazil’s pre-salt anchors Shell and TotalEnergies.
#Guyana is one of #ExxonMobil ’s fastest-growing production engines.
supermajor supply is increasingly concentrated in a handful of politically and geologically advantaged countries.
#oott
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Russian gas to Europe has essentially collapsed.
From 180 bcm in 2019 to near zero by 2027.
What changed:
• Russian supply cuts
• EU sanctions and regulation
• Ukraine transit losses
• EU companies walking away
This wasn’t one decision.
It was a stack of political, legal, and physical breaks.
Europe didn’t just diversify #gas supply.
It re-engineered its entire energy system around #LNG, storage, and demand response.
#Russia #oott #natgas
From 180 bcm in 2019 to near zero by 2027.
What changed:
• Russian supply cuts
• EU sanctions and regulation
• Ukraine transit losses
• EU companies walking away
This wasn’t one decision.
It was a stack of political, legal, and physical breaks.
Europe didn’t just diversify #gas supply.
It re-engineered its entire energy system around #LNG, storage, and demand response.
#Russia #oott #natgas
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
3 countries control the world’s gas reserves 🌍🔥
Russia, Iran, and Qatar alone hold over 50% of global proven natural gas reserves.
• 🇷🇺 #Russia remains nuber 1 on reserves, even as Europe cuts flows
• 🇮🇷 #Iran sits on massive gas wealth, but exports are geopolitically constrained
• 🇶🇦 #Qatar turns reserves into power via LNG, not pipelines
#oott #natgas
Russia, Iran, and Qatar alone hold over 50% of global proven natural gas reserves.
• 🇷🇺 #Russia remains nuber 1 on reserves, even as Europe cuts flows
• 🇮🇷 #Iran sits on massive gas wealth, but exports are geopolitically constrained
• 🇶🇦 #Qatar turns reserves into power via LNG, not pipelines
#oott #natgas
🇺🇸 President Trump's first 24 days in 2026:
- Captured Maduro
- Threatened Cuba
- Threatened Colombia
- Threatened Credit card companies
- Threatened Institutional home buyers
- Captured Russian ships
- Threatened Mexico
- Annexation proposed for Greenland
- Called for Iran intervention
- Investigation launched into Powell
- Called for 100% tariffs on BRICS nations
- Threatened with 25% tariffs on Canada
- Called Jerome Powell a jerk
- Imposes 10% tariffs on EU
- Sued JP Morgan and Jamie Dimon for political debanking
- Threatened Canada with 100% tariffs
On 1st Jan, Trump said that his New Year's resolution is "Peace on Earth."
- Captured Maduro
- Threatened Cuba
- Threatened Colombia
- Threatened Credit card companies
- Threatened Institutional home buyers
- Captured Russian ships
- Threatened Mexico
- Annexation proposed for Greenland
- Called for Iran intervention
- Investigation launched into Powell
- Called for 100% tariffs on BRICS nations
- Threatened with 25% tariffs on Canada
- Called Jerome Powell a jerk
- Imposes 10% tariffs on EU
- Sued JP Morgan and Jamie Dimon for political debanking
- Threatened Canada with 100% tariffs
On 1st Jan, Trump said that his New Year's resolution is "Peace on Earth."
✍1
15 COMPANIES UNDER $5 BILLION WORTH WATCHING
$SERV Serve
$KRKNF Kraken
$LUNR Intuitive
$RDW Redwire
$OSS One Stop
$AEHR Aehr
$SMR NuScale
$WULF TeraWulf
$CIFR Cipher
$USAR USA Rare Earth
$UAMY US Antimony
$CRML Critical Metals
$ZETA Zeta
$PGY Pagaya
$IBRX ImmunityBio
$SERV Serve
$KRKNF Kraken
$LUNR Intuitive
$RDW Redwire
$OSS One Stop
$AEHR Aehr
$SMR NuScale
$WULF TeraWulf
$CIFR Cipher
$USAR USA Rare Earth
$UAMY US Antimony
$CRML Critical Metals
$ZETA Zeta
$PGY Pagaya
$IBRX ImmunityBio
✍1
Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay Minerals ~ $HBM
- Southern Copper ~ $SCCO
- BHP ~ $BHP
- Rio Tinto ~ $RIO
- Ivanhoe Electric ~ $IE
- Ero Copper ~ $ERO
Graphite & Antimony:
- NovoNix ~ $NVX
- Nouveau Monde ~ $NMG
- Westwater resources ~ $WWR
- Nova Minerals ~ $NVA
- U.S. Antimony ~ $UAMY
Gallium:
- Rio Tinto ~ $RIO
- Alcoa ~ $AA
- American Resources ~ $AREC
- Element 25 ~ $ELMTF
Rare Earths, Separation, & Magnets:
- MP Materials ~ $MP
- USA Rare Earth ~ $USAR
- Idaho Strategic Resources ~ $IDR
- Energy Fuels ~ $UUUU
- Materion ~ $MTRN
- Texas Minerals ~ $TMRC
Cobalt:
- Glencore PLC ~ $GLNCY
- Electra Battery ~ $ELBM
Vanadium:
- Largo ~ $LGO
Tungsten:
- Alamonty Industries ~ $ALMTF
This is your chance to catch the wave, & benefit from the ongoing metal supply issue…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay Minerals ~ $HBM
- Southern Copper ~ $SCCO
- BHP ~ $BHP
- Rio Tinto ~ $RIO
- Ivanhoe Electric ~ $IE
- Ero Copper ~ $ERO
Graphite & Antimony:
- NovoNix ~ $NVX
- Nouveau Monde ~ $NMG
- Westwater resources ~ $WWR
- Nova Minerals ~ $NVA
- U.S. Antimony ~ $UAMY
Gallium:
- Rio Tinto ~ $RIO
- Alcoa ~ $AA
- American Resources ~ $AREC
- Element 25 ~ $ELMTF
Rare Earths, Separation, & Magnets:
- MP Materials ~ $MP
- USA Rare Earth ~ $USAR
- Idaho Strategic Resources ~ $IDR
- Energy Fuels ~ $UUUU
- Materion ~ $MTRN
- Texas Minerals ~ $TMRC
Cobalt:
- Glencore PLC ~ $GLNCY
- Electra Battery ~ $ELBM
Vanadium:
- Largo ~ $LGO
Tungsten:
- Alamonty Industries ~ $ALMTF
This is your chance to catch the wave, & benefit from the ongoing metal supply issue…
Rare Earth stocks ranked by market cap:
$AREC at $4.37 ~ 443.09M
$IDR at $46.68 ~ 727.85M
$NB at $7.70 ~ 919.08M
$TMQ at $6.21 ~ 1.06B
$UAMY at $10.85 ~ 1.52B
$CRML at $20.62 ~ 2.43B
$USAR at $24.77 ~ 3.66B
$TMC at $9.44 ~ 3.90B
$PPTA at $34.50 ~ 4.20B
$UUUU at $25.50 ~ 6.05B
$MP at $69.58 ~ 12.33B
Guess which one's my favorite... 👀📈
$AREC at $4.37 ~ 443.09M
$IDR at $46.68 ~ 727.85M
$NB at $7.70 ~ 919.08M
$TMQ at $6.21 ~ 1.06B
$UAMY at $10.85 ~ 1.52B
$CRML at $20.62 ~ 2.43B
$USAR at $24.77 ~ 3.66B
$TMC at $9.44 ~ 3.90B
$PPTA at $34.50 ~ 4.20B
$UUUU at $25.50 ~ 6.05B
$MP at $69.58 ~ 12.33B
Guess which one's my favorite... 👀📈
✍1
🇨🇭 Global One SI - Prompt
3 Big Themes that will CRUSH 2026 all Year: 1. Nuclear + Power $CEG • $CCJ • $VST • $BWXT • $FLNC $OKLO • $SMR • $UEC • $LEU • $EOSE 2. AI Compute & Infrastructure $NVDA • $AMD • $MU • $AVGO • $ASML $TSM • $VRT • $NBIS • $CIFR • $IREN 3. Defense / Aerospace…
2 more high-conviction themes to CRUSH the rest of 2026:
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
🇨🇭 Global One SI - Prompt
This is going to blow your mind... Elon Musk's grandfather Joshua Norman Haldeman, was a prominent leader in the Canadian branch of the Technocracy movement during the 1930s & 1940s. In Technocracy, all government & societal decisions are made by a handful…
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Are they replacing Capitalism with centrally planned Technocracy?