🚨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
#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
🇨🇭 Global One SI - Prompt
$ONDS Ondas will be the next neoprime. They’re perfectly procuring one of the most comprehensive and exciting portfolios that I’ve ever seen for a defence company, and it all works under one unified system⬇️ _____ Optimus - Fully autonomous Intelligence…
$AIRO $DPRO $RDW $UVAS $RCAT $ONDS
DRONES:
• Combat experience in Ukraine has propelled investment into U.S. drone and military AI firms, helping push companies such as Anduril Industries and Shield AI into the spotlight.
• That shift was evident at the airshow, where unmanned systems took center stage alongside traditional aircraft displays.
DRONES:
• Combat experience in Ukraine has propelled investment into U.S. drone and military AI firms, helping push companies such as Anduril Industries and Shield AI into the spotlight.
• That shift was evident at the airshow, where unmanned systems took center stage alongside traditional aircraft displays.
🇺🇸🏛️ CRYPTO AND BANKS MEET TUESADAY OVER STABLECOIN RULES
The White House is hosting a second meeting with banks and crypto groups on Tuesday, Feb. 10, to discuss stablecoin rules.
Officials will try again to reach a compromise on whether crypto firms can offer interest on stablecoins.
Big banks like Bank of America, JPMorgan, and Wells Fargo are invited, alongside crypto trade reps from Coinbase, Ripple, Circle, etc.
The goal is to break the stalemate and help the Clarity Act move forward.
The White House is hosting a second meeting with banks and crypto groups on Tuesday, Feb. 10, to discuss stablecoin rules.
Officials will try again to reach a compromise on whether crypto firms can offer interest on stablecoins.
Big banks like Bank of America, JPMorgan, and Wells Fargo are invited, alongside crypto trade reps from Coinbase, Ripple, Circle, etc.
The goal is to break the stalemate and help the Clarity Act move forward.
$BX
•Blackstone led funds and Coatue Capital are backing Australian startup Firmus Technologies with a $10 billion loan for its data center rollout, one of Australia’s biggest private credit financings.
#DataCenters 🇦🇺
•Blackstone led funds and Coatue Capital are backing Australian startup Firmus Technologies with a $10 billion loan for its data center rollout, one of Australia’s biggest private credit financings.
#DataCenters 🇦🇺
We are at the cusp of a commodity supercycle, while commodities vs. the S&P are at historic lows.
- Every time these extreme lows occur, commodities outperform the S&P by 7:1
- Just to reach the long-term median, commodities would outperform the S&P 5:1
- To reach an all-time high, they would outperform the S&P by 12:1
The current commodity down cycle is the longest on record.
This comes at a time when we are in Cold War 2.0, but instead of building nuclear and military capacity, it’s all about who controls supply chains and access to key strategic minerals.
No critical minerals = no military
No supply chains = no military
China has spent the last decades absolutely dominating the critical mineral and processing space, to a point where it accounts for 60-90% of critical mineral mining and processing.
Being a financial empire is worthless when you are dependent on your adversaries’ imports.
To reverse that trend, Trump is:
- Kicking China and Russia out of the Western Hemisphere (Monroe Doctrine)
- Introducing critical mineral stockpiles
- Subsidizing alternative supply chains
- Reshoring America’s industrial base
This is a massive endeavor, requiring trillions of dollars and tonnes of natural resources.
In other words, to regain independence, the US, and by extension the West, has to ignite the mother of all natural resource bull markets.
- Every time these extreme lows occur, commodities outperform the S&P by 7:1
- Just to reach the long-term median, commodities would outperform the S&P 5:1
- To reach an all-time high, they would outperform the S&P by 12:1
The current commodity down cycle is the longest on record.
This comes at a time when we are in Cold War 2.0, but instead of building nuclear and military capacity, it’s all about who controls supply chains and access to key strategic minerals.
No critical minerals = no military
No supply chains = no military
China has spent the last decades absolutely dominating the critical mineral and processing space, to a point where it accounts for 60-90% of critical mineral mining and processing.
Being a financial empire is worthless when you are dependent on your adversaries’ imports.
To reverse that trend, Trump is:
- Kicking China and Russia out of the Western Hemisphere (Monroe Doctrine)
- Introducing critical mineral stockpiles
- Subsidizing alternative supply chains
- Reshoring America’s industrial base
This is a massive endeavor, requiring trillions of dollars and tonnes of natural resources.
In other words, to regain independence, the US, and by extension the West, has to ignite the mother of all natural resource bull markets.
✍1
Monday, Feb 9 2026, 12:05 UTC time
😊 📋 Wall St futures slip\n
✅ Context: Markets turn cautious as uncertainty around AI sector valuations persists ahead of key US jobs and inflation releases. Traders are trimming risk, sending futures slightly lower overnight.
😐 🔖 Macro focus — US jobs & inflation\n
✅ Why it matters: Upcoming US employment and CPI data could sway Fed rate expectations and dollar direction. Stronger-than-expected prints would bolster rate-hike resilience, supporting the USD and pressuring equities; softer prints could ease yields and lift risk assets.
📈 📌 Implications for FX & markets\n
✅ FX view: Dollar likely to remain volatile—bid if data shows hot labor/inflation, softening if data disappoints. Safe-haven flows (USD, JPY, CHF) may pick up on risk-off. Equity tech/AI stocks are most sensitive to shifts in risk sentiment and growth expectations.
💡 🔖 Trading takeaway\n
✅ Strategy: Reduce directional exposure into the prints, monitor real-time jobs/CPI surprises, and watch US 2‑10y yield moves for cues on USD strength and equity risk appetite.
😊 📋 Wall St futures slip\n
✅ Context: Markets turn cautious as uncertainty around AI sector valuations persists ahead of key US jobs and inflation releases. Traders are trimming risk, sending futures slightly lower overnight.
😐 🔖 Macro focus — US jobs & inflation\n
✅ Why it matters: Upcoming US employment and CPI data could sway Fed rate expectations and dollar direction. Stronger-than-expected prints would bolster rate-hike resilience, supporting the USD and pressuring equities; softer prints could ease yields and lift risk assets.
📈 📌 Implications for FX & markets\n
✅ FX view: Dollar likely to remain volatile—bid if data shows hot labor/inflation, softening if data disappoints. Safe-haven flows (USD, JPY, CHF) may pick up on risk-off. Equity tech/AI stocks are most sensitive to shifts in risk sentiment and growth expectations.
💡 🔖 Trading takeaway\n
✅ Strategy: Reduce directional exposure into the prints, monitor real-time jobs/CPI surprises, and watch US 2‑10y yield moves for cues on USD strength and equity risk appetite.
#Gold demand is about to set a new all-time high
Meanwhile, gold production is growing at 1% annually
Meanwhile, gold production is growing at 1% annually
🇨🇭 Global One SI - Prompt
$ONDS Ondas will be the next neoprime. They’re perfectly procuring one of the most comprehensive and exciting portfolios that I’ve ever seen for a defence company, and it all works under one unified system⬇️ _____ Optimus - Fully autonomous Intelligence…
Ondas $ONDS subsidiary 4M Defense has secured a demining contract worth over $30M in Israel to clear 741 acres along the Syrian border.
The project uses autonomous robotics and AI to deliver one of the nation’s largest-ever land reclamation efforts.
The project uses autonomous robotics and AI to deliver one of the nation’s largest-ever land reclamation efforts.
👀1
🇨🇭 Global One SI - Prompt
Cipher Mining $CIFR through Black Pearl Compute LLC plans to raise $2B via senior secured notes due 2031 for qualified investors. Proceeds will fund the Texas Black Pearl facility, reimburse prior equity, and cover fees, with notes secured by assets and completion…
Morgan Stanley has initiated coverage of $CIFR Cipher Mining with an Overweight rating and a $38 price target.
Analyst highlights the potential for a REIT-style valuation for Bitcoin-to-data center conversions with stable long-term cash flows.
Analyst highlights the potential for a REIT-style valuation for Bitcoin-to-data center conversions with stable long-term cash flows.
✍1
🇨🇭 Global One SI - Prompt
Oracle $ORCL announced plans to raise $45B to $50B in calendar 2026 through a mix of equity and debt financing. The capital will support expansion of its cloud and AI infrastructure while maintaining an investment grade balance sheet.
DA Davidson has upgraded $ORCL Oracle to a Buy rating while maintaining a $180 price target.
Analyst believes a revamped OpenAI will remove a major overhang on the stock and restore confidence in Oracle’s AI-driven growth narrative.
Analyst believes a revamped OpenAI will remove a major overhang on the stock and restore confidence in Oracle’s AI-driven growth narrative.
✍1
The S&P is in trouble
- Korean retail investors are now the largest foreign buyers of US equities
- They account for 11% of foreign net US equity purchases in 2025
Meanwhile the Korean won is at crisis levels
last seen during the GFC and the Asian currency crisis
To stop capital outflows, Korea introduced an unusual policy.
- Incentivize investors to sell US equities
- Exempt capital gains tax only if proceeds are reinvested domestically for ≥1 yr
The goal is simple: Keep capital at home and support the won.
This could put meaningful selling pressure on US equities.
In response, Trump slapped a 25% tariff on Korean goods.
You are free to buy US equities.
Selling them is another story.
No surprise emerging markets are outperforming the US.
- Korean retail investors are now the largest foreign buyers of US equities
- They account for 11% of foreign net US equity purchases in 2025
Meanwhile the Korean won is at crisis levels
last seen during the GFC and the Asian currency crisis
To stop capital outflows, Korea introduced an unusual policy.
- Incentivize investors to sell US equities
- Exempt capital gains tax only if proceeds are reinvested domestically for ≥1 yr
The goal is simple: Keep capital at home and support the won.
This could put meaningful selling pressure on US equities.
In response, Trump slapped a 25% tariff on Korean goods.
You are free to buy US equities.
Selling them is another story.
No surprise emerging markets are outperforming the US.
The Shanghai Futures Exchange is experiencing massive silver draws.
- SHFE silver vaults were drawn down by ~10%
- This comes after a draw of ~15% on Friday
- ~10 more draws like this and all their silver is gone
While paper shorts are depressing prices, physical buyers are using low prices to buy all the #silver they can.
- SHFE silver vaults were drawn down by ~10%
- This comes after a draw of ~15% on Friday
- ~10 more draws like this and all their silver is gone
While paper shorts are depressing prices, physical buyers are using low prices to buy all the #silver they can.
#Gold supply–demand model is broken
Major gold discoveries are collapsing.
- 1990–2000 avg: ~170 discoveries
- 2000–2012 avg: ~130 discoveries
- 2012–2024 avg: ~37 discoveries
Despite much higher gold prices, major discoveries are down ~60% vs the 2000–2012 period. In 2023–2024, there were 0 major discoveries... this has never happened before.
It takes:
- ~12 yrs from discovery to production
- ~16 yrs from exploration to production
That means very few major deposits will enter production in the coming years.
Even discoveries made today would not produce before ~2042.
At the same time, central banks are remonetizing gold through record purchases.
We are still early.
Major gold discoveries are collapsing.
- 1990–2000 avg: ~170 discoveries
- 2000–2012 avg: ~130 discoveries
- 2012–2024 avg: ~37 discoveries
Despite much higher gold prices, major discoveries are down ~60% vs the 2000–2012 period. In 2023–2024, there were 0 major discoveries... this has never happened before.
It takes:
- ~12 yrs from discovery to production
- ~16 yrs from exploration to production
That means very few major deposits will enter production in the coming years.
Even discoveries made today would not produce before ~2042.
At the same time, central banks are remonetizing gold through record purchases.
We are still early.