🚨 VENEZUELA IS NOT JUST AN OIL STORY

It’s a resource superpower.

• 🇻🇪 Oil 303B barrels, first globally
• Natural gas 5.5 Tcm, Top 10
• #Gold ~2,300 tonnes (est.)
• Iron ore ~6 Gt
• Bauxite, diamonds, #coal

Most concentrated around the Orinoco Belt & #Mining Arc.

#Venezuela isn’t a 1 commodity bet.

It’s a geology advantage.

If political normalization accelerates:

• Hydrocarbons scale first
• Mining FDI follows
• Strategic metals re-rate

Venezuela isn’t just a turnaround oil trade.

It’s a multi-resource optionality play.

#oott #NatGas

$MP $UUUU $UAMY $USAR $LAC $CRML | President Trump: "My administration has taken extraordinary steps to make sure the United States has all of the critical minerals and rare earths that we need."

$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS | President Trump is accelerating the "America First Arms Transfer Strategy," leveraging a $1T defense budget and $300B in annual sales to reindustrialize the U.S. while banning buybacks for underperforming contractors to prioritize production.

Corning $GLW and Meta $META have signed a $6B deal to build advanced U.S. AI data centers.

As anchor customer, Meta will fund the expansion of Corning’s Hickory plant into the world’s largest fiber facility, securing the domestic supply of next generation optical tech.

$GLW/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$ASTI $RKLB $ASTS $LUNR $PL $RDW $TE | NASA Administrator Jared Isaacman is accelerating nuclear space propulsion and lunar reactor deployment to secure American superiority.

"The Chinese said they’re going to do it, we’re going to do it first."

#BTC #ETH $FNMA $FMCC | FHFA Director William Pulte has ordered Fannie Mae and Freddie Mac to explore including cryptocurrency as a federal mortgage asset.

This directive allows borrowers to count digital wealth toward reserves without immediate liquidation.

$IREN $CLSK $CIFR $BITF $WULF $CRWV | Goldman Sachs warns that AI data center buildouts face bottlenecks far beyond DRAM.

As constraints shift to power grids and liquid cooling, the primary risk to the over $500B capex cycle has migrated from the server rack to the substation.

$FNMA $FMCC | President Trump: "I will ban large, institutional investors buying up single-family homes and making it impossible for people to buy a home!"

"The US government is buying $200B in mortgage bonds to bring down rates!"

$IREN $CLSK $CIFR $BITF $WULF $CRWV | Anthropic has closed a $30B funding round at a $380B valuation to fuel its pursuit of 10GW in power capacity.

Led by a veteran team and a $14B revenue run rate, the firm is scaling proprietary infrastructure to secure the future of AI.

Ondas $ONDS has acquired UK-based Rotron Aerospace, adding long-range autonomous strike platforms and a NATO manufacturing footprint to its defense portfolio.

With a $959M capital raise and a record $30M demining contract, Ondas is scaling rapidly to meet global demand.

Anthropic’s Claude was utilized in the U.S. military operation to capture Nicolás Maduro via its partnership with $PLTR Palantir.

Ondas $ONDS subsidiary Airobotics has secured a multi-million dollar NATO order for its Iron Drone Raider.

Part of a $16.8M European airport initiative, the deal validates net-based kinetic interception as a safe, civil-compliant solution for critical infrastructure.

#Uranium is about to hit $100.

Meanwhile, Kazakhstan, responsible for 40% of global uranium supply, will see output from existing fields collapse by ~80% within the next 20 years, while demand is set to double.

Uranium prices will go much higher.

OSINT search engine for mapping real-world infrastructure from OpenStreetMap data.

- Telecommunications towers
- Power plants and substations
- Data centers
- Airports and helipads
- Ports and harbours
- Warehouses and industrial facilities
- Pipelines and refineries
- Military installations
- Hospitals, prisons, embassies
- Surveillance cameras and security infrastructure

https://github.com/ni5arga/sightline

🚨 Here are the 40 jobs most threatened by AI!

The first to disappear will be:

❌ Translators/Interpreters
❌ Historians
❌ Writers

AI covers 98% of translators' tasks and succeeds 88% of the time. It's the most AI-endangered job in the world.

The study is based on the analysis of more than 200,000 conversations in 2024.

For the 40 most AI-endangered jobs, the average success rate reaches 87%. (And that was in 2024...)

And these aren't just "basic" jobs. The list also includes:

❌ Data scientists
❌ Web developers
❌ Journalists
❌ Financial advisors
❌ Market analysts

Saturday, Feb 14 2026, 12:00 UTC time

📋 Latest Important Headlines — Market Brief

✅ US inflation cools; Fed likely to stay on hold
📌 US CPI surprised to the downside, sending Treasury yields to multi-month lows and boosting market bets that the Fed will remain on hold through 2H. Equity indices saw modest moves (S&P little changed) as investors priced a growing chance of a 2026 soft landing. Economic calendar focus: upcoming GDP, inflation prints and Walmart earnings as catalysts.

🔖 FX & rates: dollar flat, yen and CAD react
📌 Dollar broadly flat after the CPI print; yen headed for its strongest weekly gain in ~15 months. Canadian dollar kept weekly gains as US inflation cooled, supporting CAD versus USD. Lower US yields and cooler inflation expectations are weighing on the dollar and supporting risk-sensitive EM/commodity-linked currencies.

📋 Market movers & regional headlines
📌 US stocks & sectors: Tech softened while overall indices ended mixed. Airlines and travel groups warned a potential partial U.S. government shutdown could disrupt airport screening and travel flows — a downside risk for travel names. IRS tax-season notes: fewer returns but larger refunds so far, a minor consumer-spend datapoint. In Brazil, Ibovespa closed the week in the red amid global risk dynamics.

🔖 Macro takeaway for traders
📌 Positioning: Lower yields and cooling inflation raise odds of easier financial conditions, favoring equities but keeping volatility on macro headlines (inflation prints, Fed commentary, US political risks). Watch USD reaction to further CPI/PPI/GDP data, CAD and JPY flows, and event risk from US budget talks and corporate earnings next week.

Key watch: US CPI/GDP prints, Fed signals, Walmart earnings, US budget/shutdown developments, CAD/JPY moves.