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.

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Global X Uranium ETF
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Sprott Uranium Miners ETF
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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.

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Gold volatility can move fast. Leverage magnifies it.

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Silver volatility can move fast. Leverage magnifies it.

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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."

$MU $SNDK $WDC $ASML $AMAT $STX | Counterpoint Research reports memory prices have surged up to 90% in Q1 2026.

Analysts call 2026 a "Golden Era" for the industry as AI demand for HBM and server DRAM pushes manufacturer margins and prices to unprecedented historic peaks.

$MP $UUUU $UAMY $USAR $CRML $LAC | Rare earth prices are hitting record highs as China tightens dual-use export controls targeting Japan.

With Dysprosium near $960 per kg and Terbium over $4,000 per kg, the costs for EV motors and advanced defense systems are surging.

🚨TotalEnergies locks in AI-driven power demand

#TotalEnergies signed two long-term solar PPAs with #Google to supply its #Texas data centres.

Key points:

1 GW of solar capacity

~28 TWh of power over 15 years

2 Texas projects, construction starting Q2

AI is turning data centres into anchor customers for long-dated, utility-scale power.

Oil majors with renewables and land are moving fast to capture it.

#energy #datacenters