🚨 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%

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

Silver volatility can move fast. Leverage magnifies it.

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

🌍 World exports $24.5 TRILLION

• 🇨🇳 #China : $3.6T . the single biggest exporter
• 🇺🇸 U.S.: $2.1T . energy, tech, defense heavy
• 🇪🇺 Europe = a system, not one country
– #Germany $1.75T
– #Netherlands $985B (re-exports matter)
• 🇸🇦 Middle East = energy flows
– Saudi Arabia $610B

This isn’t free trade.
It’s chokepoint economics.

When the next shock hits, disruption won’t be everywhere.
It will hit the hubs.

#trade

$IREN $CLSK $CIFR $BITF $WULF $CRWV | Microsoft is testing superconducting power lines to accelerate AI data center expansion.

The technology delivers high-capacity power with zero resistance and 90% less space, helping meet a 2028 forecast of 12% U.S. electricity consumption.

$AMZN $RKLB $ASTS $LUNR $PL $RDW | Amazon Leo has secured approval to launch 4,500 additional satellites, bringing its planned constellation to over 7,700.

The expansion adds polar coverage and boosts capacity as the service scales its global broadband network.

AST SpaceMobile $ASTS has successfully unfolded BlueBird 6, the largest commercial antenna in LEO at 2,400 square feet.

The satellite supports 120 Mbps speeds and 5G service as the firm targets 45 to 60 launches by the end of 2026 to reach nationwide scale.

Asian retail investors are pilling into #silver

#XPT/USD M15 #Platinum
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#XPT-USD

#HG/USD M15 #Copper
#Indicator #Signal #Trading #GlobalOneAI

Trade key industrial and precious metals with up to 250x leverage, as commodities continue to see renewed momentum.

➡️ gains.trade/trading#HG-USD