EVs consume tonnes of minerals

- 60 kg #copper
- 40 kg graphite
- 30 kg lithium
- 25 kg nickel

Contrast this with a normal ICE, which needs 35 kg. EVs need six times more minerals.

Just attempting to replace ICEs with EVs will ignite a mineral bull market.

Former Fed Chairman Alan Greenspan on how the US will ultimately solve its debt problem.

They will print their way out of this mess

That’s why hard assets will outperform

Here are the Top Growth Stocks with the Top 3 Leaders in Each Sector: (1 Year Return)

Space:
1. $PL Planet Labs 262%
2. $ASTS AST SpaceMobile Inc 230%
3. $RKLB Rocket Lab 147%

Quantum:
1. $QBTS D-Wave Quantum Inc 264%
2. $RGTI Rigetti Computing 44%
3. $IONQ IONQ -24%

Information Technology
1. $WDC Western Digital Corp 397%
2. $MU Micron Technology Inc 351.04%
3. $STX Seagate Technology Holdings Plc 312.61%

Data Centers:
$STX Seagate Technology Holdings Plc 341%
$MU Micron Technology Inc 303%
$CLS Celestica Inc 142%

Health Care
1. $ERAS Erasca Inc 230.38%
2. $IBRX ImmunityBio Inc 205.56%
3. $ALMS Alumis Inc 116.09%

Consumer Discretionary
1. $TPR Tapestry Inc 78.23%
2. $GM General Motors Company 71.47%
3. $CVNA Carvana Co 64.75%

Communication Services
1. $HUYA HUYA Inc 53.80%
2. $LBTYB Liberty Global Inc 52.43%
3. $SHXWF Xinhua Winshare Publishing and Media Co Ltd 45.45%

Warsh will let the money printer go wild.

“But he said he won’t do it.”

Here is Powell before he became Fed chair:

- He criticized QE
- Said it would never be enough for the market
- Said Fed models will always show economic benefits
- Argued those benefits are overstated

Sounds reasonable, right?

And then when push came to shove?

He printed like never before... and then some, just to be sure.

- It took the Fed over 100 years to amass a $4T balance sheet
- It took Powell 4 years to double that

In the end, beliefs are meaningless when cracks start to emerge.
They will always be filled with liquidity.

Brace for inflation.

The global economy has entered Cold War 2.0, centered on natural resources and industrial control.

Over the past decades, China systematically built dominance across downstream industries:

- Including processing
- Refining
- Manufacturing
- Mining.

As a result, much of the world is now structurally dependent on Chinese inputs.

This conflict will not be defined by missile counts, but by control over supply chains:

- Critical mineral availability
- Geopolitical chokepoints
- Refining and processing capacity

These chokepoints decide who grows, who stalls, and who submits.

Reversing this dependency will require a shift away from purely market-driven capital allocation toward a model that prioritizes strategic independence over short-term profitability.

This transition is already underway and will define capital flows for years to come, favoring commodities and downstream industries.

Trump’s focus is on nominal growth, not real growth.

With enough liquidity, an economy can grow endlessly in nominal terms. This is not a new idea.... it is the exact playbook used in the 1970s.

During that period:

- Inflation reduced brought debt-to-GDP down to ~30%
- Only after that adjustment did Volcker raise rates to kill inflation

Nominal GDP looked strong, but real growth was much weaker.

Fast forward to today. The US is heavily indebted, interest costs are exploding, foreign demand for US debt is fading, and reshoring industry is now a strategic necessity.

None of that works under tight monetary conditions.

$USAS $UAMY
USAS will capture 51% of downstream processing profits

USAS expects to be paid market terms for mined antimony

UAMY will operate the facility and provide technical and marketing expertise.

18-month construction timeline after budget approval, and negotiate supply agreements within 90 days.

🇺🇸+🇨🇦 POWER REALITY CHECK

💥NATURAL GAS STILL RUNS NORTH AMERICA

Forget the narratives.

Look at the grid.

In 2025, the biggest source of power across most US states and Canadian provinces is still fossil based.

#oott #energy #Canada

The old trade and monetary system is breaking.

- Chinese exports to the US are just 7.5%
- Down from ~60% just 6 yrs ago
- A generation low

The US offshored its industrial base to China in exchange for cheap imports, only for China to now export those products to ASEAN countries while retaining the US industrial base.

- The weaponization of the USD
- The weaponization of the SWIFT system
- The weaponization of the American consumer

Made one thing clear: any dependence on the US will be weaponized at some point in the future.

A new trade and monetary system is no longer optional... it is a matter of national security.

🚨 Chips aren’t the problem anymore

⚡ Power is

🤖 AI outruns the grid by 2026

Energy becomes the bottleneck

The market rotation you’re seeing isn’t about loving Big Oil again.

It’s about energy reality catching up with AI ambition.

💻 Big Tech’s AI buildout hit a wall

• $660bn+ in #AI capex planned for 2026

• #Amazon alone: $200bn

• #Meta : $135bn, nearly 2× YoY

• Data centers, chips, cooling... All power-hungry

The constraint is energy availability, reliability, and cost.

⚡ AI demand is outrunning the grid

• Data centers are locking long-term power contracts years ahead

• Gas-fired generation is back as the swing supply

• Grid upgrades take 5–10 years, not quarters

• #renewables alone can’t cover baseload + surge demand

This is why capital is rotating.

🛢️ Big Oil is an infrastructure hedge

• US oil & gas stocks +17% YTD

• #ExxonMobil, #Chevron +25% market cap in 12 months

• Despite softer oil prices in 2025

• Cash returns still 50% of operating cash flow

While Big #Tech burns cash today for growth tomorrow,
US Big #Oil is funding dividends, buybacks, and balance sheets now.

🔁 The new hierarchy

• #Chips → scalable
• #Software → scalable
• Power → not scalable fast

AI extended the oil thesis💥

Gas, #LNG, power generation, and grid reliability are now strategic assets

📌AI doesn’t slow down, the grid does.

And until power catches up, capital will keep flowing to the companies that control energy.

#oott #NatGas #DataCenter #energy

Howard Lutnick is questioned why his sons' firm, Cantor Fitzgerald, has never audited Tether $USDT despite serving as the custodian since 2021.

"Why has Tether not been audited?"
Lutnick: "I am completely divested."

Tether has been used to pump $BTC through purchases.

HERE IS WHY THE $USAS JV IS EXTREMELY BULLISH FOR $UAMY 👇

🔸 UAMY has a refining capacity of 700 to 900 Tons Per Month between the two smelters 🇺🇸 🇲🇽

🔸 The U.S. 🇺🇸 has a 500-600 refining capacity after it upgraded the smelter by 5X.

🔸 As of February 2026, the current market price for antimony in the United States is approximately $17.50 to $19.00 per pound, which converts to a range of $38,580 to $41,887 per metric ton.

————————

🔸 USAS mines 500 Tons per day of silver, copper, antimony ore blend.

🔸 20% is crushed concentrate antimony ore

🔸 that’s 100 Tons a day of antimony.

• That’s about 2,800 to 3,100 tons antimony concentrate ore.

—————————

✅ This antimony supply partnership will significantly increase revenues for UAMY

✅ all the antimony is going to be sold to UAMY

✅ UAMY will maximize all 700 to 900 metric ton refining capacity leading to profitability ( its already profitable now)

✅ UAMY will have “hands on” control of the antimony

✅ UAMY is setting up to either take on new global customers, increase the government deal, take on more commercial customers and expand operations.

✅ UAMY just secured its “ENTIRE” refinery output capacity here in the United States which it will hands on control the entire process from mine to smelter

⭐️ UAMY will see revenues and profits from military grade high quality customer demand.

$UAMY FAIR VALUE FOR THE STOCK IS $16.00

Bank of America: PM miners are the cheapest commodity sector

- Lowest EV/EBITDA
- Highest FCF yield

Despite higher metal prices, valuations have not rerated.

At current prices, precious metal miners are printing cash.

That disconnect sets the stage for earnings surprises.

🚨 THE MINING WORLD 🇺🇸 vs 🇨🇳 and everyone else is secondary.

⛏️ Chinese companies control 3.7 mt of mining output
⛏️ US companies control ~1.5 mt

• 🇨🇳 China dominates Africa + domestic supply
• 🇺🇸 US exposure is fragmented across the Americas
• Europe barely registers
• Control ≠ geography. It’s ownership.

⚠️ The mineral transition isn’t multipolar.
It’s already US vs China.

Everyone else is negotiating from the middle.

#copper #China #mineral #mining

2026 Metals Outlook:

Antimony (Sb) stands out as the TOP WATCH metal!

🔴 CRITICAL supply tension

China's heavy export restrictions, paired with surging demand from defense (munitions, flame retardants) and solar PV tech, are fueling intense supply chain strain.

Top 100 24h Gainers 🚀

PIPPIN    $0.3865    +47.79%
RIVER      $18.15      +37.31%
STABLE    $0.0232    +27.53%
ASTER      $0.6520    +7.96% 
QNT          $70.27      +4.57% 

Top 100 24h Losers 🔻

CRV          $0.2344    -7.44% 
DCR          $24.41      -7.43% 
APT          $0.9880    -6.22% 
JUP          $0.1462    -5.90% 
MYX          $5.90        -4.86%