$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.

The US stockpiling critical minerals will force the rest of the world to join a stockpiling race.

If you do not stockpile certain minerals, you will not have access to them.

This will add additional demand to an already tight market

Global ranking of the most profitable companies in the world (Mag 7 vs. World)

Projections for 2025->2026->2027 (Operating Income).

#1: $NVDA (USA, 4.4T MC) 🇺🇸
~$135.0B -> $186.5B -> $240.1 Billion

#2: Samsung Electronics (Korea, $820B MC) 🇰🇷
~$30.2B -> ~$170B -> ~$226.7 Billion

#3 $MSFT (USA, $2.9T MC)
~$128.5B -> 153.0B -> $181.5 Billion

#4 $GOOGL (USA, $3.7T MC)
~$129.0B -> $142.0B -> $173.0B

#4 Sk Hynix (Korea, $410B MC)
~$32.7B -> ~$124B -> ~$161.0 Billion

#5 $APPL (USA, $3.76T MC)
$133.1B -> $146.0B -> $160.5B

#6 $AMZN (USA, $2.13T MC)
$80.0B -> $105.0B -> $136.5B

#7 $Meta (USA, $1.62T MC)
$83.3 -> $97.0B -> $121.5B

#8 $TSLA (USA, $1.31T MC)
$4.4B -> $8.0B -> $24.0B

Samsung Electronics, a $820B company in Korea is projected to catch up to $NVDA in 2027 in operating income.

Meanwhile Sk Hynix is projected to overtake both $APPL and $AMZN in operating income in 2027.

The main takeaway is that the growth of both US hyperscalers and South Korean equities is astounding due to Artificial Intelligence ramp.

$LASR is up almost 30%+ now since I mentioned it last month.

Apparently markets (and guys) really like death ray laser beams that shoot anything down like hypersonic missiles.

It’s not too hard to imagine the DoD attaching laser beams to $TSLA Optimus Robots and sending them off to war.

If America is building the Death Star in space from Star Wars or the Terminator from Skyney, this company would be it.

That being said, don’t have any right now, but thought others might appreciate under the radar companies like this.

Energy directed lasers are just so futuristic and cool.

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

There is always a bull market somewhere.

Memory: $SNDK $MU $WDC $STX
Foundries: $TSM $SKYT
Substrates: $AXTI
Chip Equipment: $TER $ACMR $AEHR $ICHR $MTSI
Data Centers: $VRT
Cloud: $FSLY $DOCN
Electronics: $POWL $FIX $VICR
HPC: $APLD $WULF $NUAI
Energy: $BE $ENLT $NXT
Materials: $SOLS $CPSH $GLW
Networking: $LITE $VIAV
Rare Earths: $CRML $USAR
Critical Minerals: $UAMY $UUUU
Drones: $RCAT
Space: $SATL $RKLB $VSAT
Aerospace: $FTAI
Biotech: $ERAS $PAHC

Most Expensive Things Ever Built by Humans 💰

1. 🇺🇸 Mars Perseverance Rover – $2.7 Billion
2. 🇺🇸 Northrop B-2 Spirit Stealth Bomber – $4.2 Billion
3. 🇺🇸 USS Zumwalt Stealth Destroyer – $8 Billion
4. 🇨🇭 Large Hadron Collider (CERN) – $9 Billion
5. 🇺🇸 Columbia Class Submarine – $9.15 Billion
6. 🇺🇸 James Webb Space Telescope – $9.7 Billion
7. 🇺🇸 Starlink Satellite Constellation – $10 Billion
8. 🇺🇸 Gerald R. Ford Class Aircraft Carrier – $13 Billion
9. 🌍 International Space Station – $150 Billion

Note: All figures are approximate estimates. Actual costs may vary depending on the source, accounting method, and time period considered.