🇨🇭 Global One SI - Prompt
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…
William Blair: We forecast substantial structural upside; Fair value of $20 per share; Out perform 🔥🔥🔥
$UAMY
$UAMY
🇨🇭 Global One SI - Prompt
#SILVER #XAG/USD H2 #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 …
#SILVER #XAG/USD H2 #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
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@Hawk_trading_bot @ostiumbot
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Today, all eyes are on Copper, $SLV, and $USAR after US Gov's $1.6B funding.
But ever wonder about the more silent trades you should really be watching out for?
1. Tungsten - $ALM
2. Indium - $TECK
3. Bismuth - TSE: $VNP
4. Tellurium - $VNP
5. Molybdenum - $FCX
6. Lithium - $LAC
7. Antimony- $UAMY
8. Gallium - $AA
9. Germanium - $TECK
10. Graphite - $SYAAF
This are the list of some of the top Chinese critical minerals/material export control chokepoints and the Western beneficiary.
Not everyday do you have foreign governments telling you what to buy.
But ever wonder about the more silent trades you should really be watching out for?
1. Tungsten - $ALM
2. Indium - $TECK
3. Bismuth - TSE: $VNP
4. Tellurium - $VNP
5. Molybdenum - $FCX
6. Lithium - $LAC
7. Antimony- $UAMY
8. Gallium - $AA
9. Germanium - $TECK
10. Graphite - $SYAAF
This are the list of some of the top Chinese critical minerals/material export control chokepoints and the Western beneficiary.
Not everyday do you have foreign governments telling you what to buy.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Who controls the world’s gas? 🌍🔥
• #Russia, #Iran, #Qatar at the top
• Turkmenistan and the US right behind
• #Venezuela quietly sitting on a massive gas endowment
What matters isn’t just how much gas exists, but who can monetize it.
Reserves without #LNG, pipelines, or geopolitics on your side stay trapped underground.
Gas power today isn’t geological.
It’s infrastructural and political.
#oott
• #Russia, #Iran, #Qatar at the top
• Turkmenistan and the US right behind
• #Venezuela quietly sitting on a massive gas endowment
What matters isn’t just how much gas exists, but who can monetize it.
Reserves without #LNG, pipelines, or geopolitics on your side stay trapped underground.
Gas power today isn’t geological.
It’s infrastructural and political.
#oott
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 BREAKING: Natural gas prices surge over +20% in one session
📈 Now up +107% in just 5 trading days
This is not a weather story anymore.
This is a trading P&L story.
And 2 very different business models are winning in very different ways.
Shell’s gas & #LNG desk is printing 💰 again
Shell’s Integrated Gas & LNG trading arm is built for chaos like this.
In Q3 2025, Shell delivered $5.4bn in adjusted earnings and $12.2bn in operating cash flow, with management explicitly pointing to “significantly higher” gas and LNG trading and optimisation as a core driver.
Key reasons Shell benefits in spikes like this:
• The world’s largest private LNG portfolio
• Long-term, low-cost equity LNG from #Qatar , #Australia, US, Nigeria
• Massive shipping, storage, and regas optionality
• Ability to arbitrage #TTF vs #HenryHub vs JKM in real time
When #gas moves +100% in days, Shell monetises:
• Spread trades
• Storage and line-pack optionality
• Margin between contracted offtake and spot sales
Shell is the best asset-backed LNG trader in the world.
But it is not the most aggressive.
The real volatility winners: the pure traders💥
When markets go vertical, pure trading houses outperform the majors.
No upstream.
No downstream.
No political drag.
Just volatility.
Who really feasts in moves like this:
• #Vitol
World’s 1st LNG #trader.
10% of global spot LNG. Built for pure arbitrage.
2025 profits estimated near $15bn.
• #Trafigura
#energy + LNG + heavy sour mastery.
Venezuela flows back under its control.
• Gunvor Group
LNG became its primary profit driver in 2025.
Gas volumes up sharply despite weaker oil.
Why they outperform Shell in spikes:
• No fixed asset drag
• Higher leverage to volatility
• Less hedging
• Dark fleet, storage, blending, instant rerouting
In a +107% gas move:
Shell: strong
Pure traders: lethal
Shell is the king of LNG scale and optimisation.
Vitol and Trafigura are volatility assassins.
#oott #natgas
📈 Now up +107% in just 5 trading days
This is not a weather story anymore.
This is a trading P&L story.
And 2 very different business models are winning in very different ways.
Shell’s gas & #LNG desk is printing 💰 again
Shell’s Integrated Gas & LNG trading arm is built for chaos like this.
In Q3 2025, Shell delivered $5.4bn in adjusted earnings and $12.2bn in operating cash flow, with management explicitly pointing to “significantly higher” gas and LNG trading and optimisation as a core driver.
Key reasons Shell benefits in spikes like this:
• The world’s largest private LNG portfolio
• Long-term, low-cost equity LNG from #Qatar , #Australia, US, Nigeria
• Massive shipping, storage, and regas optionality
• Ability to arbitrage #TTF vs #HenryHub vs JKM in real time
When #gas moves +100% in days, Shell monetises:
• Spread trades
• Storage and line-pack optionality
• Margin between contracted offtake and spot sales
Shell is the best asset-backed LNG trader in the world.
But it is not the most aggressive.
The real volatility winners: the pure traders💥
When markets go vertical, pure trading houses outperform the majors.
No upstream.
No downstream.
No political drag.
Just volatility.
Who really feasts in moves like this:
• #Vitol
World’s 1st LNG #trader.
10% of global spot LNG. Built for pure arbitrage.
2025 profits estimated near $15bn.
• #Trafigura
#energy + LNG + heavy sour mastery.
Venezuela flows back under its control.
• Gunvor Group
LNG became its primary profit driver in 2025.
Gas volumes up sharply despite weaker oil.
Why they outperform Shell in spikes:
• No fixed asset drag
• Higher leverage to volatility
• Less hedging
• Dark fleet, storage, blending, instant rerouting
In a +107% gas move:
Shell: strong
Pure traders: lethal
Shell is the king of LNG scale and optimisation.
Vitol and Trafigura are volatility assassins.
#oott #natgas
🇨🇭 Global One SI - Prompt
#SILVER #XAG/USD H2 #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 …
#Silver futures hit an astounding $116 on US markets and $132 in China.
The parabolic is going vertical now. When do things break?
The parabolic is going vertical now. When do things break?
The Trillion Dollar Club
$AAPL, $MSFT, $NVDA, $GOOGL, $AMZN.
This isn’t about bragging rights. It’s a time series of how capital actually concentrates when businesses cross from “great companies” into infrastructure.
The first trillion was a grind.
Years of execution, global adoption, and multiple cycles of doubt. The second trillion came faster. By the third, momentum started feeding on itself. And now we’re staring at four and five trillion dollar milestones like they’re just checkpoints on the way up.
That’s not mania. That’s scale doing what scale does.
What stands out isn’t just who made the list, it’s who keeps showing up. $AAPL and $MSFT didn’t get here by chasing trends. They became default operating systems for the modern economy. $NVDA didn’t invent AI hype, it became the bottleneck for compute. $GOOGL and $AMZN quietly embedded themselves into how data moves, how businesses operate, and how money flows.
Once a company becomes a rail instead of a product, valuation math changes.
What’s even more interesting is the second wave of entrants. $META reinvented itself around attention and infrastructure. $TSLA blurred the line between manufacturing, energy, and software. $AVGO and $TSM sit in the background, less flashy, but absolutely essential. $LLY reminds everyone that biology scales too, just on a different curve. $BRK.B proves that disciplined capital allocation still earns a seat at the table.
Different industries. Same destination.
The takeaway isn’t to chase the next trillion dollar name. That’s how people show up late and leave frustrated. The real edge is understanding what kind of business model earns permanence, pricing power, and relevance across decades.
Markets reward growth in the short term. They reward inevitability in the long term.
This graphic is really a map of inevitability.
$AAPL, $MSFT, $NVDA, $GOOGL, $AMZN.
This isn’t about bragging rights. It’s a time series of how capital actually concentrates when businesses cross from “great companies” into infrastructure.
The first trillion was a grind.
Years of execution, global adoption, and multiple cycles of doubt. The second trillion came faster. By the third, momentum started feeding on itself. And now we’re staring at four and five trillion dollar milestones like they’re just checkpoints on the way up.
That’s not mania. That’s scale doing what scale does.
What stands out isn’t just who made the list, it’s who keeps showing up. $AAPL and $MSFT didn’t get here by chasing trends. They became default operating systems for the modern economy. $NVDA didn’t invent AI hype, it became the bottleneck for compute. $GOOGL and $AMZN quietly embedded themselves into how data moves, how businesses operate, and how money flows.
Once a company becomes a rail instead of a product, valuation math changes.
What’s even more interesting is the second wave of entrants. $META reinvented itself around attention and infrastructure. $TSLA blurred the line between manufacturing, energy, and software. $AVGO and $TSM sit in the background, less flashy, but absolutely essential. $LLY reminds everyone that biology scales too, just on a different curve. $BRK.B proves that disciplined capital allocation still earns a seat at the table.
Different industries. Same destination.
The takeaway isn’t to chase the next trillion dollar name. That’s how people show up late and leave frustrated. The real edge is understanding what kind of business model earns permanence, pricing power, and relevance across decades.
Markets reward growth in the short term. They reward inevitability in the long term.
This graphic is really a map of inevitability.
🟡 Who really holds the world’s gold?
• 🇺🇸 United States still dominates with 8,100+ tonnes
• 🇩🇪 #Germany remains Europe’s anchor
• 🇮🇹 🇫🇷 🇷🇺 all sit around 2,300–2,450 tonnes
• 🇨🇳 #China keeps climbing, quietly
• 🇨🇭 #Switzerland punches far above its size
• 🇯🇵 🇮🇳 hold far less than their economic weight
Gold isn’t about returns.
It’s about credibility, sanctions-proofing, and trust when systems crack.
And this chart shows who takes that seriously.
#gold #metals
• 🇺🇸 United States still dominates with 8,100+ tonnes
• 🇩🇪 #Germany remains Europe’s anchor
• 🇮🇹 🇫🇷 🇷🇺 all sit around 2,300–2,450 tonnes
• 🇨🇳 #China keeps climbing, quietly
• 🇨🇭 #Switzerland punches far above its size
• 🇯🇵 🇮🇳 hold far less than their economic weight
Gold isn’t about returns.
It’s about credibility, sanctions-proofing, and trust when systems crack.
And this chart shows who takes that seriously.
#gold #metals
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🚨 IT’S OFFICIAL: Canada BACKS AWAY from a China deal after President Trump threatened PM Mark Carney with 100% tariffs
“No intention of doing that with China!” 🔥
This is OUR hemisphere, China will STAY OUT. Welcome to the Trump Doctrine 🇺🇸
“No intention of doing that with China!” 🔥
This is OUR hemisphere, China will STAY OUT. Welcome to the Trump Doctrine 🇺🇸
🇺🇸🇨🇦 - United States Secretary of the Treasury Scott Bessent accuses Canada of trying to lower tariffs on Chinese imports, so later these goods get imported to the US pretending to be Canadian. Thus, allowing Chinese exporters to pay way lower tariffs overall.
Bessent added that the scheme resembles what Russia has been trying to do for Western imports by using its non-sanctioned neighbors as proxies.
Canada’s purposefully belligerent role with America is going to result in CUSMA being cancelled this summer.
Canada is being accused of grave actions and threatened with economic suicide yet nobody in the nation seems to be taking this seriously.
Bessent added that the scheme resembles what Russia has been trying to do for Western imports by using its non-sanctioned neighbors as proxies.
Canada’s purposefully belligerent role with America is going to result in CUSMA being cancelled this summer.
Canada is being accused of grave actions and threatened with economic suicide yet nobody in the nation seems to be taking this seriously.
🇨🇭 Global One SI - Prompt
#GOLD #XAU/USD M15 #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 …
#GOLD #XAU/USD M15 #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
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 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
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
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America’s trade reality 🚨
3 things stand out immediately:
1.North America dominates.
Mexico (15.6%) and #Canada (12.9%) together account for nearly 30% of total US trade.
Supply chains are regional, not global.
2.#China is no longer the center of gravity.
At 7.6%, China is still large, but it now trails Mexico and Canada by a wide margin.
The decoupling trend is structural, not cyclical.
3.Europe matters as a bloc, not individually.
No single EU country is dominant, but the EU together is the 1st partner at 18.8%, ahead of any single nation.
The US trade map is shifting from globalization to regionalization and friend-shoring, with North America and aligned partners doing the heavy lifting.
#trade
3 things stand out immediately:
1.North America dominates.
Mexico (15.6%) and #Canada (12.9%) together account for nearly 30% of total US trade.
Supply chains are regional, not global.
2.#China is no longer the center of gravity.
At 7.6%, China is still large, but it now trails Mexico and Canada by a wide margin.
The decoupling trend is structural, not cyclical.
3.Europe matters as a bloc, not individually.
No single EU country is dominant, but the EU together is the 1st partner at 18.8%, ahead of any single nation.
The US trade map is shifting from globalization to regionalization and friend-shoring, with North America and aligned partners doing the heavy lifting.
#trade
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 US cold snap just shook the global gas market ❄️🔥
🇺🇸 natural gas futures jumped +114% in 5 days, hitting a 3-year high, after Arctic weather froze wells and pipelines and pushed production to a 2-year low.
That shock is already spilling offshore:
• LNG feedgas into US terminals is falling
• Fewer US cargoes available
• International LNG prices are jumping fast
This is the new reality.
As LNG becomes bigger, more liquid, and more US-centric, American weather is no longer local risk.
It’s global price risk.
When the US freezes, the world feels it.
#oott #LNG #natgas
🇺🇸 natural gas futures jumped +114% in 5 days, hitting a 3-year high, after Arctic weather froze wells and pipelines and pushed production to a 2-year low.
That shock is already spilling offshore:
• LNG feedgas into US terminals is falling
• Fewer US cargoes available
• International LNG prices are jumping fast
This is the new reality.
As LNG becomes bigger, more liquid, and more US-centric, American weather is no longer local risk.
It’s global price risk.
When the US freezes, the world feels it.
#oott #LNG #natgas
🇨🇭 Global One SI - Prompt
: 🇺🇸 US dollar index is crashing and it has just hit a 4-month low today. Bullish for assets.
Last time this YEN intervention started,
it triggered a massive rally in the US stock market.
From 1985 to 1987:
- S&P 500 pumped 90%
- Nasdaq pumped 63%
Stocks rallied because the dollar was falling and liquidity was expanding.
The crash only came later, in October 1987, due to automated program trading and portfolio insurance.
it triggered a massive rally in the US stock market.
From 1985 to 1987:
- S&P 500 pumped 90%
- Nasdaq pumped 63%
Stocks rallied because the dollar was falling and liquidity was expanding.
The crash only came later, in October 1987, due to automated program trading and portfolio insurance.
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I🇺🇸🇮🇷🇮🇱 US forces planning to use B-2, B-1 Lancer, F-22 Raptor, F-35 And B-52 Bombers against Iran through Diego Garcia and USS Abraham Lincoln aircraft carrier.
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