These numbers are staggering:
Samsung and SK Hynix are projected to become the most profitable companies in the world by 2027.
Their projections exceed $APPL and $GOOGL, both ~$4T companies in operating profit.
For reference, Samsung is valued at ~$820B and SK Hynix is valued at ~$410B.
That would make a ~$410B company in SK Hynix more profitable than $GOOGL ($3.7T) in 2027.
By Morgan Stanley estimates earlier, SK Hynix and Samsung are est. to bring in:
~$387.7 Billion USD combined operating income.
America’s two most profitable companies $APPL and $GOOGL combined brought in $263 Billion USD for 2025. (Google $129-132B, Apple $133.1B)
2027 est.
Samsung Electronics: ~$226.7 Billion
Sk Hynix: ~$161.0 Billion
2027 est:
Apple: ~$156B-$165B
Google: ~$168B-178B
The statistics of smaller Korean equities exceeding multi trillion dollar US hyperscalers in profitability is staggering.
It’s a genuinely interesting point, that a $410B company exceeds $4T+ hyperscalers in profitability.
But the bigger question markets are pricing in is if the memory shortage is ephemeral, or if they become a necessary “Oil” like GPUs for the AI buildout.
If your answer to that is “likely, might be good to get exposure to Korean, Japanese, or Taiwanese equities.
Samsung and SK Hynix are projected to become the most profitable companies in the world by 2027.
Their projections exceed $APPL and $GOOGL, both ~$4T companies in operating profit.
For reference, Samsung is valued at ~$820B and SK Hynix is valued at ~$410B.
That would make a ~$410B company in SK Hynix more profitable than $GOOGL ($3.7T) in 2027.
By Morgan Stanley estimates earlier, SK Hynix and Samsung are est. to bring in:
~$387.7 Billion USD combined operating income.
America’s two most profitable companies $APPL and $GOOGL combined brought in $263 Billion USD for 2025. (Google $129-132B, Apple $133.1B)
2027 est.
Samsung Electronics: ~$226.7 Billion
Sk Hynix: ~$161.0 Billion
2027 est:
Apple: ~$156B-$165B
Google: ~$168B-178B
The statistics of smaller Korean equities exceeding multi trillion dollar US hyperscalers in profitability is staggering.
It’s a genuinely interesting point, that a $410B company exceeds $4T+ hyperscalers in profitability.
But the bigger question markets are pricing in is if the memory shortage is ephemeral, or if they become a necessary “Oil” like GPUs for the AI buildout.
If your answer to that is “likely, might be good to get exposure to Korean, Japanese, or Taiwanese equities.
🇨🇭 Global One SI - Prompt
$LASR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$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.
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.
✍1
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
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
✍1
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.
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.
🚨 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.
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
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
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.
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
• 🇨🇩 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
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Larry Fink admits that pushing renewables will cause a global power shortage
After years of pressuring companies and countries to “transition” to renewables, Larry made a 180.
- The world is short power
- To run data centers, you need dispatchable power
- Renewables won’t work
In other words, the world needs:
- Coal
- Gas
- Nuclear
- Maybe diesel
All this at a time when we have underinvested in these sectors for more than a decade, thanks to individuals like Larry.
The future of energy is bright.
After years of pressuring companies and countries to “transition” to renewables, Larry made a 180.
- The world is short power
- To run data centers, you need dispatchable power
- Renewables won’t work
In other words, the world needs:
- Coal
- Gas
- Nuclear
- Maybe diesel
All this at a time when we have underinvested in these sectors for more than a decade, thanks to individuals like Larry.
The future of energy is bright.
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$MP $UUUU $UAMY $USAR $LAC $CRML | United States opened its first new rare earth mine in 70 years at Wyoming’s Brook Mine.
By extracting critical minerals from coal, the project secures a domestic supply for AI and defense to decouple from China.
By extracting critical minerals from coal, the project secures a domestic supply for AI and defense to decouple from China.
🚨 RUSSIA SITS ON $75 TRILLION IN NATURAL RESOURCES
That’s more than anyone
Top countries by resource value:
• 🇷🇺 #Russia $75T
• 🇺🇸 US $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T
Russia’s edge:
• Oil
• Gas
• Coal
• Timber
• Rare earths
This isn’t GDP.
It’s underground leverage.
#Energy. #Metals. Strategic materials.
When geopolitics escalates,
countries with reserves hold optionality.
The balance of power isn’t just military.
It’s geological.
#oott
That’s more than anyone
Top countries by resource value:
• 🇷🇺 #Russia $75T
• 🇺🇸 US $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T
Russia’s edge:
• Oil
• Gas
• Coal
• Timber
• Rare earths
This isn’t GDP.
It’s underground leverage.
#Energy. #Metals. Strategic materials.
When geopolitics escalates,
countries with reserves hold optionality.
The balance of power isn’t just military.
It’s geological.
#oott
Global #silver supply heavily concentrated
Mexico dominates production.
- Mexico: ~6.3k tons in 2024
- China: ~3.3k tons
- Peru: ~3.1k tons
- Most other producers sit around ~1-1.3k tons
Despite leading production, Mexico holds only ~6% of global silver reserves.
In other words, current supply relies on a narrow group of producers
with limited reserves.
At a time of:
- rising industrial demand
- tightening physical markets
Silver supply is on shaky ground
Mexico dominates production.
- Mexico: ~6.3k tons in 2024
- China: ~3.3k tons
- Peru: ~3.1k tons
- Most other producers sit around ~1-1.3k tons
Despite leading production, Mexico holds only ~6% of global silver reserves.
In other words, current supply relies on a narrow group of producers
with limited reserves.
At a time of:
- rising industrial demand
- tightening physical markets
Silver supply is on shaky ground
Major Currencies Appreciation vs U.S. Dollar in 2025
1. 🇸🇪 Swedish Krona → +20.2%
2. 🇲🇽 Mexican Peso → +15.6%
3. 🇨🇭 Swiss Franc → +14.5%
4. 🇿🇦 South African Rand → +13.8%
5. 🇪🇺 Euro → +13.5%
6. 🇩🇰 Danish Krone → +13.3%
7. 🇳🇴 Norwegian Krone → +12.9%
8. 🇧🇷 Brazilian Real → +12.8%
9. 🇦🇺 Australian Dollar → +7.8%
10. 🇬🇧 British Pound → +7.7%
11. 🇸🇬 Singapore Dollar → +6.2%
12. 🇨🇦 Canadian Dollar → +4.8%
13. 🇹🇼 Taiwanese Dollar → +4.4%
14. 🇳🇿 New Zealand Dollar → +2.8%
15. 🇰🇷 South Korean Won → +2.2%
16. 🇯🇵 Japanese Yen → +0.3%
Source: Bloomberg, Robert Burgess via The Bulwark
1. 🇸🇪 Swedish Krona → +20.2%
2. 🇲🇽 Mexican Peso → +15.6%
3. 🇨🇭 Swiss Franc → +14.5%
4. 🇿🇦 South African Rand → +13.8%
5. 🇪🇺 Euro → +13.5%
6. 🇩🇰 Danish Krone → +13.3%
7. 🇳🇴 Norwegian Krone → +12.9%
8. 🇧🇷 Brazilian Real → +12.8%
9. 🇦🇺 Australian Dollar → +7.8%
10. 🇬🇧 British Pound → +7.7%
11. 🇸🇬 Singapore Dollar → +6.2%
12. 🇨🇦 Canadian Dollar → +4.8%
13. 🇹🇼 Taiwanese Dollar → +4.4%
14. 🇳🇿 New Zealand Dollar → +2.8%
15. 🇰🇷 South Korean Won → +2.2%
16. 🇯🇵 Japanese Yen → +0.3%
Source: Bloomberg, Robert Burgess via The Bulwark
✍1
Physical demand for #silver remains strong.
Let’s ignore recent volatility and focus on physical fundamentals.
- SHFE + SGE stockpiles are down 90% over the last 6 yrs
- Down ~50% since 2025
Ultimately, physical silver demand sets the price.
- Silver is needed for the military and AI
- In its recent NSS, the US declared AI a matter of national security
- The US also declared silver a critical mineral
- And is considering stockpiling it
This means securing silver supply is paramount, regardless of price.
- China is the biggest consumer and exporter of silver
- China has enacted export controls on silver
- And will tighten them further if domestic production is threatened
The supply of silver remains tight.
- Peak silver supply was in 2016
- ~70% of silver comes as a byproduct
- Deficits have been piling up for 5 consecutive years
In other words, rising silver prices will not incentivize a zinc mine to increase production.
Let’s ignore recent volatility and focus on physical fundamentals.
- SHFE + SGE stockpiles are down 90% over the last 6 yrs
- Down ~50% since 2025
Ultimately, physical silver demand sets the price.
- Silver is needed for the military and AI
- In its recent NSS, the US declared AI a matter of national security
- The US also declared silver a critical mineral
- And is considering stockpiling it
This means securing silver supply is paramount, regardless of price.
- China is the biggest consumer and exporter of silver
- China has enacted export controls on silver
- And will tighten them further if domestic production is threatened
The supply of silver remains tight.
- Peak silver supply was in 2016
- ~70% of silver comes as a byproduct
- Deficits have been piling up for 5 consecutive years
In other words, rising silver prices will not incentivize a zinc mine to increase production.
🇨🇭 Global One SI - Prompt
A historic natural resource bull market is no longer optional... it’s inevitable. The trade war with China made one reality impossible to ignore: the Western economic model broke itself. By offshoring production for margin expansion, the US traded efficiency…
🚨 A FIGHTER JET RUNS ON CRITICAL MINERALS
Titanium,Nickel, Gallium,Rare earths, Lithium...
Now the 🇺🇸 problem:
China dominates:
• Rare earth processing
• Gallium supply
• Key battery minerals
The same materials inside US advanced aircraft.
Defense strength = supply chain strength.
If flows tighten, production slows.
Energy independence was phase one.
Mineral independence is next.
#minerals #rareearth #China
Titanium,Nickel, Gallium,Rare earths, Lithium...
Now the 🇺🇸 problem:
China dominates:
• Rare earth processing
• Gallium supply
• Key battery minerals
The same materials inside US advanced aircraft.
Defense strength = supply chain strength.
If flows tighten, production slows.
Energy independence was phase one.
Mineral independence is next.
#minerals #rareearth #China
🇨🇭 Global One SI - Prompt
Anthropic’s Claude was utilized in the U.S. military operation to capture Nicolás Maduro via its partnership with $PLTR Palantir.
Artificial intelligence is already being weaponised, and it is unclear whether defences can be adapted fast enough to maintain stability.