🇨🇭 Global One SI - Prompt
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🎗GLOBAL ONE is a live super intelligence (SI) built on real-time data—designed for decisions. Currently focused on global financial markets

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🇨🇭 Global One SI - Prompt
🇺🇸 President Trump says “The China deal is a DISASTER for canada.” “ All businesses are moving to the USA ”
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🚨 BREAKING: President Trump just posted a BOMBSHELL video proving Canada is "systematically destroying itself"

"The China deal is a disaster for them. Will go down as one of the worst deals, of any kind, in history. All their businesses are moving to the USA. I want to see Canada SURVIVE AND THRIVE!"

Canadian Vehicle Manufacturers Association CEO says: "Canada's auto industry is under enormous pressure...the federal government's decision to open the Canadian market to Chinese EVs is deeply concerning!"

"The Canada-China strategic partnership has the potential to undermine Canada's auto sector and presents risks to the future of our integrated North American automotive supply chain."

"The future of Canada's auto industry hangs in the balance. The actions that we take now will determine whether or not we have an industry for 100 more years."

DON'T FALL PREY TO CHINA!
🇨🇭 Global One SI - Prompt
$ASTS: Reminder: As you move farther away from earth, you have a wider field of view. This allows you to cover the earth with less satellites. Starlink needs hundreds of satellites to provide the same amount of coverage as a single AST Spacemobile satellite.…
$ASTS - Starlink vs AST SpaceMobile: Will the winner take it all?

Chris Forrester — CE Noticias Financieras (CENF), a well-regarded university-backed financial publication which focuses on Latino and Iberian financial news, suggests in a Jan 19 feature story that “Elon Musk has lost the space mobile race before it has even begun.”  The report says bluntly: “The fiercest space race isn’t about returning to the moon.

It’s about allowing you to make a TikTok or watch Netflix on your phone anywhere on the planet, from the salt flats of Atacama to the dunes of Khongor in the Gobi Desert. To make this happen, two radically different design philosophies are at war, and several companies are building the infrastructure needed to ensure that every phone on the planet is permanently connected to the Internet.”

CENF compares and contrasts the two very active players, saying correctly that on the one hand there’s Elon Musk’s SpaceX and its Starlink system, and the other being AST SpaceMobile (AST), and the other wannabee Chinese players along with Amazon’s LEO and a handful of much smaller would-be operators.

But since the story was published we’ve had Jeff Bezos and his Blue Origin rocket company announce their TeraWave mega-constellation. Some observers are wondering why Bezos/Blue Origin is backing TeraWave, and sister business Amazon is backing its Amazon Leo broadband system, which would also impact the Starlink vs AST argument.

The focus on AST is justified. While Starlink has its direct relationship with consumers (currently more than 9 million, and probably well on its way to 10 million by February). But AST wants to supply its dozens of telco partners with barely 100 satellites in orbit (Elon currently has more than 9000 in orbit and wants 34,400). AST is not looking for its own relationship with consumers, depending on revenue shares with the likes of AT&T, Verizon, Vodafone, Rakuten and its many other telco friends around the world.

The eventual prize is cellular freedom and connectivity for users, or to repeat the old Martini advert: “Anytime, any place, anywhere” on the planet.

Four investment banks (Bank of America, Goldman Sachs, JPMorgan Chase, and Morgan Stanley according to the Financial Times) are drooling with the prospects of mounting an IPO this year for SpaceX, but AST is already publicly quoted and bankers are deep in their fiscal examinations and due diligence on what AST might deliver as the next year or two unfolds.

Deutsche Bank, for example, on January 20 suggests it’s important that AST launch at least 4 out of its planned 5 launches by the end of March to demonstrate launch acceleration. There’s an unconfirmed launch pending with Blue Origin’s New Glenn, probably in February. They are already 6 satellites late (from December 2025), says the bank’s report or equal to two launches, so it’s almost a certainty this initial target has been missed.
🇨🇭 Global One SI - Prompt
$ASTS - Starlink vs AST SpaceMobile: Will the winner take it all? Chris Forrester — CE Noticias Financieras (CENF), a well-regarded university-backed financial publication which focuses on Latino and Iberian financial news, suggests in a Jan 19 feature story…
“To be clear, we don’t think it matters if the timeline slips a little (eg 1 of the 5 launches scheduled by end of 1Q slips into 2Q and/or one of the 2026 planned launches spills into early 2027). The point is that AST needs to show that it can accelerate the launch cadence and deliver a 24-hour continuous service to its MNO partners in late 2026/1H27,” stated Deutsche Bank. The bank also expects new “premium service tiers” to emerge from AST’s partners and for meaningful revenues to begin flowing next year.

“We believe that AST has the MNO partnerships in place to be successful and scale its D2D business, while also adding incremental revenue in government and potentially enterprise over time,” says the bank, which has resulted in the bank upping its price target for AST from $81 to $137 per share and reiterating a “BUY” rating.

Deutsche Bank is forecasting 3 New Glenn launches and 5 Falcon 9 launches with each carrying multiple satellites.

Other bankers are also not shy in jumping into the AST prediction business. Capital market business Clear Street, for example, has also tipped AST at $137 (from $87) and repeated a “BUY” rating and its optimism helped by the US government’s award of Golden Dome contracts to AST, saying: “We remain bullish on the direct-to-cellular market, as rising competition from SpaceX/Starlink (private) is likely to push mobile network operators to rely more heavily on AST partnerships to defend subscriber bases.”

However, CE Noticias Financieras is persuaded that fewer satellites are better for humanity than more. It quotes Jonathan McDowell, an astrophysicist and acknowledged expert at the Harvard-Smithsonian Center for Astrophysics, who says: “Personally, I prefer a smaller number of larger satellites. One reason is the risk of space collisions. If you have 10 times more satellites, you have 100 times more near misses. So, just from that point of view, consolidating into a smaller number of satellites seems more sensible.”

But that view, however, sensible, has already been lost with SpaceX’s “brute force” and proliferation of satellites. Amazon’s Project Leo plans to launch more than 3,200 satellites.  Chinese companies are planning two separate mega-constellations, Guowang and G60 Starlink, with a total of nearly 26,000 satellites, and talking of 200,000+ satellites. “We are only at the beginning of this, ” warns McDowell. “And that becomes very worrying because now it’s not just one company, it’s a lot of companies.”

Which makes any sensible forecast near-impossible. China might completely upset the apple cart, while smaller players such as Canada’s Lightspeed might also play a disruptive role, as could the likes of Lynk Global, Apple/Globalstar or Abu Dhabi’s Space42/Viasat combination. However, the laser-linked TeraWave might eliminate Rivada Space Network from the potential mix.
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🇨🇭 Global One SI - Prompt
“To be clear, we don’t think it matters if the timeline slips a little (eg 1 of the 5 launches scheduled by end of 1Q slips into 2Q and/or one of the 2026 planned launches spills into early 2027). The point is that AST needs to show that it can accelerate…
$ASTS: Beam size is important for Direct to Device performance. A larger beam means more shared capacity between all of the users inside the beam.

AST SpaceMobile uses 24km diameter narrow beams while Starlink uses about 50km diameter beams. AST is also capable of projecting 5600 beams per satellite whereas Starlink supports reportedly 64 beams per satellite.

With a 120mbps capacity per beam for AST this means more concurrent users doing higher bandwidth things than the 17mbps for Starlink.

Access to more spectrum allows a satellite handle more beams through techniques like spectral reuse, however this is still constrained by the spectral efficiency of the satellite system.
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🚨Bitcoin dropped $2,500 in the last 5 hours and liquidated $400 million worth of longs.

More than $100 BILLION has been wiped out from the crypto market today.

This is a low-liquidity Sunday evening dump. The real price action will come once the US market opens on Monday.
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Rumors are swirling that President Trump is about to pick Blackrock's Chief Investment Officer (CIO) Rick Rieder as head the Federal Reserve for April 2026.

Rick Rieder has been vocal about the need to immediately drop interest rates to 3% and run the economy hot.
If you missed #Gold and #Silver...

The #Copper bull run might be next:

$TMQ at $6.21
$TGB at $7.63
$IE at $19.86
$HBM at $24.97
$ERO at $32.84
$CPER at $36.52
$FCX at $60.41
$BHP at $67.52
$RIO at $90.43
$SCCO at $184.30

Probably want to save this post! 🫡📈
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Yemen’s Houthi movement has released a video pledging to sink U.S. commercial and naval vessels in the Red Sea if Washington participates in an attack on Iran.
🇨🇭 Global One SI - Prompt
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🇺🇸 The U.S. Air Force is set to launch a multi-day readiness exercise across the Middle East, demonstrating operational strength and rapid deployment capabilities.
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🇨🇭 Global One SI - Prompt
Rumors are swirling that President Trump is about to pick Blackrock's Chief Investment Officer (CIO) Rick Rieder as head the Federal Reserve for April 2026. Rick Rieder has been vocal about the need to immediately drop interest rates to 3% and run the economy…
If you're curious why Trump picks BlackRock's Rick Rieder as Fed chair, it's pretty simple. We're entering a "debt wall" 2026-2027.

Concentrating debt in short duration is a global issue & must be rolled into long duration. Dropping rates is critical, either by choice or crisis.
China's top military generals have been nearly entirely purged:

1. CMC Vice Chairman 1: Accused of leaking nuclear secrets to US (today)

2. CMC Vice Chairman 2: Removed in Oct 2025 over corruption

3. National Minister of Defense: Removed in 2023 for corruption

4. Chief of the CMC Joint Staff Dept: Under investigation for violations

5. Director of CMC Political Work Dept: Removed in 2025 over corruption

The US-China rivalry has gone well beyond trade.
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🚨🇺🇸 Northrop Grumman reveals “Jackal”, an autonomous missile swarm system.

Cruise missiles coordinate in real time, striking targets based on priority and mission parameters, showcasing the future of autonomous precision strike technology.
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🚨🇺🇸🇮🇱🇮🇷 BREAKING: The U.S. may opt for a blockade on Iran rather than a direct strike, according to Iran expert Danny Citrinowicz and former Israeli national security adviser Dr. Eyal Hulata.

They say an American attack does not guarantee an Iranian response targeting Israel. Israel has given the U.S. the lead, while its Home Front Command is preparing for all contingencies.

Experts note that a blockade or symbolic strike could pressure Iran into negotiations without triggering a full scale conflict.

Source: The Jerusalem Post
🇨🇭 Global One SI - Prompt
🚨🇺🇸🇮🇱🇮🇷 BREAKING: The U.S. may opt for a blockade on Iran rather than a direct strike, according to Iran expert Danny Citrinowicz and former Israeli national security adviser Dr. Eyal Hulata. They say an American attack does not guarantee an Iranian response…
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‼️🇺🇸🇮🇷Israeli sources indicate that no date has been set for a potential attack on Iran.

According to these sources, the United States will require additional time to build up a significant military presence in the Middle East, although forces remain prepared to carry out an immediate strike if necessary.

Washington is said to be seeking a clean, swift, and cost effective operation, with the stated objective of targeting individuals responsible for harming civilians and protesters.

The preparations reportedly also include readiness for a possible change of government in Iran.
Silver surges above $106/oz for the first time in history, now up another +48% in 2026.

A likely government shutdown just added fuel to the fire for precious metals.
🇨🇭 Global One SI - Prompt
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…
The US government has purchased equity stakes in five publicly traded companies since Trump took office.

Intel, $INTC
MP Materials, $MP
Lithium Americas, $LAC
Trilogy Metals, $TMQ
USA Rare Earth, $USAR

I was looking for interesting patterns.

1) 2/5 of them have "America" in the company name fwiw. Coincidence? Probably...but ya never know.

Meaning $ESOA, $AREC, $UAMY could be in play...

2) Each name is tied to a bottleneck.
- semi's -> $INTC
- rare earth magnets -> $USAR
etc.

3) None of them are SaaS, cloud, or AI.
- current administration focusing on hard assets (look at $GLD, $SLV even) over digital assets at the moment.

4) Each investment enables US production.

5) Each industry sits inside a supply chain where China controls the critical leverage points.
- rare earths...70–90% China
- magnets...90% China
- lithium refining...China
- chips...Taiwan + East Asia

6) Each company is bringing manufacturing home, easing china dependence, and rebuilding the industrial base.

Next gov't investment idea that fits these patterns the best?

$UAMY...food for thought, currently trading at $10.95.
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🇨🇭 Global One SI - Prompt
Rumors are swirling that President Trump is about to pick Blackrock's Chief Investment Officer (CIO) Rick Rieder as head the Federal Reserve for April 2026. Rick Rieder has been vocal about the need to immediately drop interest rates to 3% and run the economy…
Black Rock's Larry Fink now leads the World Economic Forum (WEF) and BlackRock's Rick Rieder will now control the Federal Reserve.

If they're implementing a global Technocracy economic system, these are the people who you'd want in control.