Data center cancellations and postponements are surging

- 16 in December 25 vs 1-6 per month in the previous 6 months
- January 26 has already reached 25

Ambitions are meaningless when access to resources is the constraint.

- Newton County, GA: Meta accounts for 10% of water consumption
- By 2030: data centers could consume the equivalent of 10m Americans
- Louisiana: a data center under construction needs 3 new fossil-fueled power plants

Dominion Energy, wants to add 47 GW of data centers to a grid that can handle peak demand of 23 GW... a 50% gap.

Hard assets are the basis of everything if we want growth:

- AI
- Renewables
- Defense capabilities

We need to build the hard-asset infrastructure first. For that reason, hard assets will have to outperform everything.

A historic natural resource bull market is no longer optional... it’s inevitable.

The trade war with China made one reality impossible to ignore: the Western economic model broke itself. By offshoring production for margin expansion, the US traded efficiency for dependency.

China didn’t just take manufacturing: it took control of

- Processing
- Refining
- Downstream dominance.

Whoever controls downstream industries controls upstream supply.

Remove China out of the equation and critical systems collapse: defense manufacturing, AI infrastructure, advanced technology.

US market valuations and its ability to defend itself are just a function of whether China is ready to supply required inputs

The reintroduction of the Monroe Doctrine, which boils down to kicking China, Russia, and Iran out of the Western Hemisphere, will lead to more, not less, export bans.

Regaining independence will reshape policy, force capital back into commodities and downstream industries, and drive a multi-year natural resource bull market.

The age of cheap resources is over.

Precious metals analyst Michael Oliver: #Gold and #silver miners are the cheapest assets in the world.

Gold and silver miner index as a percentage of gold:

- 1984-2008: Average was 25%
- Since 2015: Trading in a tight 4-8% range

In other words, gold and silver miners would need to rise 3× relative to gold just to return to the 1984-2008 average.

The miners will massively outperform the metals.

The biggest uranium producer is peaking

- Kazakhstan produces ~40% of global uranium supply
- By 2046, production from existing mines will decline by ~80%

Who is going to close that deficit?

It takes ~2 decades from exploration to first production. In other words, we would need to spend billions on exploration just to offset Kazakhstan’s decline curve... but we are not.

At this point, higher #uranium prices are a mathematical certainty.

#URANIUM #URA/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Global X Uranium ETF
$URA volatility can move fast. Leverage magnifies it.

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Sprott Uranium Miners ETF
$URNM volatility can move fast. Leverage magnifies it.

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Warsh, the next Fed chair, will inflate the debt away.

He is in favor of yield curve control.

- This means pegging US short-term interest rates to an artificially low level
- The Fed commits to buying unlimited amounts above that level to push interest rates down

This would be reminiscent of the WWII period.

Back then, US debt-to-GDP was 125% vs 121% now.
YCC enabled the government to borrow vast amounts of USTs without blowing out interest expenses.

Those costs were pushed onto citizens via inflation.

From 1945-1980, the US gradually brought debt-to-GDP down to 30%, which later enabled Volcker to raise rates to 20% to kill inflation. This seems to be Warsh’s playbook.

The idea that Trump would nominate someone more hawkish than Powell, after attacking him for over a year for being too hawkish, was ridiculous to begin with.

Inflating the debt away was always the plan… needless to say, hard assets outperform during inflationary periods.

#GOLD #XAU/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Gold volatility can move fast. Leverage magnifies it.

Trade commodities with up to 250x leverage ➡️ gains.trade/trading#XAU-USD

#SILVER #XAG/USD M15 #Indicator #Signal #Trading #GlobalOneAI

Silver volatility can move fast. Leverage magnifies it.

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#HG/USD M15 #Copper
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Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

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One keeps you stuck.
One moves you forward.
Which one are you trading with?

🔵 Hope
🔴 Mindset

$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | American energy enters a new era as the US resumes LNG exports, halts power plant retirements, and accelerates a nuclear renaissance.

These strategic pillars secure the baseload power necessary to lead the global AI race.

$MP $UUUU $UAMY $USAR $LAC $CRML | United States is mobilizing over $200B to build a sovereign mineral supply chain.

With the DFC’s cap raised to $205B and the launch of the $12B Project Vault, the admin is utilizing state capital and equity stakes to end reliance on China.

$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE | Space is on track to hit $1T by 2032 as launch costs plummet.

Analysts predict a "gold rush" shift for polluting sectors, moving AI data centers and mining into orbit to leverage 24/7 solar energy and the vacuum for passive cooling.

$IREN $CLSK $CIFR $BITF $WULF $CRWV | Data center developers expect one in five sites to exceed 1GW by 2030 and one in three by 2035, per Bloom.

This surge is forcing a third of developers to go fully off-grid to bypass utility queues and scale AI factories at speed.

Bloom Energy $BE announced its fuel cells now power absorption chillers using waste heat, cutting data center electricity use by over 20%.

With native 800VDC and zero grid dependency, the HFC-free platform scales AI cooling and power at speed.

$AMZN $RKLB $ASTS $LUNR $PL $RDW | Space economy is at an inflection point, projected to hit $1.8T by 2035 per McKinsey.

This growth spans "backbone" hardware like satellites and "reach" applications that help non-space industries generate massive new revenue.

$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS | President Trump says the US is negotiating "total access" to Greenland to construct the Golden Dome air defense system.

Trump: "We are getting everything we want at no cost."