#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.

Data Center Aquisitions on the Rise

🚨 JUST IN: X is preparing to launch crypto & stock trading directly inside the timeline within the next couple of weeks.

This means users may soon be able to buy, sell, and trade without leaving the app.

If true, this turns X from a social platform into a full #trading + payments super app.

🚨 SOME ECONOMIES ARE 80–90% MINING

That’s not diversification
That’s dependency

Top exposure:

• 🇧🇼 Botswana. 92% diamonds
• 🇬🇳 Guinea. 87% gold
• 🇲🇱 Mali. 85% gold
• 🇧🇫 Burkina Faso. 84% gold
• 🇿🇲 Zambia. 79% copper
• 🇨🇩 DRC. 77% copper

Even:

• 🇵🇪 Peru. 61% copper
• 🇳🇦 Namibia. 61% diamonds

Why it matters:

• Price volatility = fiscal volatility
• Political instability = supply shocks
• ESG pressure = export risk
• Single-commodity risk dominates GDP

This isn’t just a mining story.

It’s macro fragility.

When copper or gold moves,
entire national budgets move with it.

#minerals #metals

🧰 OSINT Tool: An Investigator’s Ready-Made Toolkit

Building an effective OSINT toolkit takes time, and everyone ends up with a slightly different setup 🔍

Sometimes, it’s useful to explore how others organize their tools, especially when it comes to niche areas like blockchain investigations ⛓️

This toolkit brings together a curated set of links focused on blockchain criminalistics, digital investigations, and threat hunting 🕵️‍♂️

It includes tools and resources for:
🔗 Blockchain analysis
🔎 Google dorking
🖼 Image analysis
🌐 IP & network research
🧾 Data breaches
🤖 Web scraping

osint.intelligenceonchain.com

CYBERSECURITY VALUE CHAIN

Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security, AI does not replace the product since it expands the threat surface and creates more demand for the product.

Remember that the bad guys also have LLMs too which is why the AI security stack matters:
• $ZS zero-trust access
• $CRWD endpoint protection
• $FTNT network firewalls at scale
• $RBRK data resilience & recovery
• $NET network security at the edge
• $OKTA identity & access management
• $S AI-native endpoint & cloud workload security
• $PANW unified network, cloud & SecOps security
• $MSFT Azure-integrated security across identity, endpoint & cloud

When an enterprise deploys 1,000 AI agents executing autonomous workflows then they've just created 1,000 new endpoints that need protection. Each agent has credentials, API access and the ability to take actions but each one can be compromised, manipulated or hijacked.

If AI infrastructure is a generational buildout then cybersecurity is a generational growth story.

🚨 AFRICA IS THE NEXT MINERAL SUPERPOWER

• 🇨🇩 DRC Cobalt + copper giant
• 🇿🇲 Zambia #Copper belt
• 🇿🇼 Zimbabw #Lithium surge
• 🇳🇦 Namibia #Uranium + lithium
• 🇿🇦 South Africa PGMs + manganese
• 🇲🇦 Morocco Phosphates

West Africa:

• #Gold belts across Mali, Burkina, Ghana
• Bauxite in Guinea
• Iron ore emerging in Sierra Leone

This isn’t scattered geology.

It’s strategic concentration.

#Energy transition metals.
Battery inputs.
Defense-critical minerals.

If capital + infrastructure scale:

• Supply chains diversify from China
• Western FDI accelerates
• Resource nationalism intensifies

Africa isn’t peripheral to the transition.

It’s central to it.

#minerals #mining