Morgan Stanley: Uranium is one of the preferred commodities in 2026.

- Utilities are short uranium and are entering the spot market
- Price target of $90/lb by Q3

The #uranium market is set to outperform.

Trade $URA with up to 100x leverage: gains.trade/trading#URA-USD

Platinum prices have further to go.

- Prior to 2011, platinum traded at a premium to gold
- This premium almost reached 300% in 2008
- Now, even after the dramatic surge, it is still at a 50% discount

I expect #platinum prices to trade at a premium again in the future.

RABOBANK: STABLECOINS ARE A GEOPOLITICAL WEAPON FOR THE US

Rabobank argues dollar stablecoins are becoming a powerful U.S. geopolitical weapon and a tool for what it calls “reverse perestroika.”

Here’s the core mechanism:

When a foreign firm wants to hold a dollar stablecoin, it first provides its local currency to a US stablecoin issuer.

That issuer (ie Tether) converts the foreign currency into dollars via the relevant central bank, then sends those dollars to the US Treasury in exchange for T bills.

The stablecoin is then issued to the foreign firm.

The result: dollars flow into the US, while the US funds its fiscal deficit with Treasury bills at lower rates.

In trade, the effect is even stronger.

If a US importer pays an exporter in stablecoins, the importer sends dollars to the stablecoin issuer.

The issuer buys a T bill from the Treasury and issues stablecoins to the exporter.

No physical dollars leave the US.

Only tokens do.

And foreign holdings of US debt do not increase.

Rabobank notes the US can even require that those stablecoins be “reinvested” back into the US as part of trade agreements.

The bank compares this structure to the Soviet-era “trade ruble” used within COMECON, where settlement units circulated internationally while real monetary control stayed domestic.

In effect, Rabobank argues stablecoins could allow the US to sidestep the Triffin Dilemma.

The same dilemma that underpins America’s exorbitant privilege and eurodollar power, but also constrains its ability to reindustrialize.

Stablecoins export dollars without exporting dollars. And that changes the global monetary game.

World of #AIAgents

#LLM #GenerativeAI #ArtificialIntelligence #MI #MachineLearning

2026 will be the next inflationary surge.

This time caused by higher commodity and energy prices:

- #Oil up 12% YTD
- #Gas up 100%
- #Copper up 10%
- #Silver up 15%
- #Aluminum up 27%

At the same time, the next Fed chairman will run this market hot.

You do not own enough hard assets.

Before the end of #POTUS' term, #NASA will lay the foundation of a "transcontinental railroad" to Mars.

By utilizing nuclear electric propulsion, our nation will have the tools necessary to establish a Martian outpost and maintain American superiority in deep space.

$LUNR

"Before the end of President Trump's term, we will launch our first nuclear power and propulsion rocket"

Worth mentionning that back in Oct '25, Intuitive Machines announced an $8.2 million contract extension from the U.S. Air Force Research Laboratory’s Space Vehicles Directorate to develop next-generation nuclear power systems for spacecraft and lunar infrastructure.

🚨MASSIVE CRASH IN CRYPTO MARKET.

$500 BILLION has been wiped out from
the crypto market, and $5 BILLION worth of leveraged longs and shorts were liquidated in the last 3 days.

Bitcoin is down -13% and has wiped out nearly $265 billion from its market cap.

ETH has dumped -25 % and erased $91 billion from its market cap.

The XRP has fallen -22 % and erased $24 billion.

SOL crashed more than -23% and wiped out $16 billion.

Trump's next Fed chair holds $745k in $BTC & $ETH

USA - demand is increasing, generation is not catching up,
Solar
Nuclear
Renewable
Battery storage
they need a investment to catch up with demand

U.S. Dollar falls to a 14-Year low against the Swiss Franc 💸📉

TESLA ROBOTICS + SPACE X INFRASTRUCTURE (Cheat Sheet)

Top names in each layer:

AI / Autonomy (The Brain)
$TSLA Tesla
$NVDA NVIDIA
$AMD AMD
→ This is where intelligence is trained. Cars generate real-world data, AI learns, robots inherit the brain.

Robotics (The Body)
$TSLA Tesla
$ISRG Intuitive Surgical
$IRBT iRobot
→ Turns AI decisions into physical work. Precision, dexterity, deployment.

Automation / Factories
$ROK Rockwell
$FTV Fortive
$GE General Electric
→ Robots don’t matter if they can’t be built at scale. Automation is the multiplier.

Space / Connectivity (The Network)
$LMT Lockheed Martin
$NOC Northrop Grumman
$IRDM Iridium
→ Autonomous systems must stay connected, updated, and synced globally.

Data / Cloud (The Loop)
$MSFT Microsoft
$AMZN Amazon
$GOOGL Google
→ Stores data, retrains models, redeploys intelligence back into the field.

Bottom line:

Tesla isn’t just a car or robot company.
It’s building a closed autonomy loop: software → labor → data → better software

Largest #silver retail dealer Baird & Co has closed its online shop.

Despite the massive paper shorting on Friday, physical markets are still in deficit.

We have entered a commodity supercycle.

- Global mining stocks gained ~90% since 2025
- MAG7: ~25%
- Semiconductor index (SOX): ~60%

Not even AI can keep up with mining.

The world is slowly waking up to the fact that you cannot build anything without mining the necessary materials first.

The global race to secure resources will provide a massive tailwind for the commodity space.

China buys more #gold than reported

- In November they bought 10t and reported 0.9
- In September they bought 15t and reported 1.5

China’s gold buying is an order of magnitude higher than reported