The World's has 11800 Data Centers

$ASTI $RKLB $ASTS $LUNR $RDW $VOYG | SpaceX and Blue Origin are the primary commercial drivers in this new era, with Elon Musk’s recent pivot to Moonbase Alpha and Jeff Bezos’s focus on his Blue Moon lander to secure dominance before China’s 2030 mission.

💥 THE WORLD’S RESOURCE POWER MAP

Underground wealth in $ trillions.

• 🇷🇺 #Russia $75T
• 🇺🇸 US $45T
• 🇸🇦 Saudi Arabia $34T
• 🇨🇦 #Canada $33T
• 🇮🇷 #Iran $27T
• 🇨🇳 #China $23T
• 🇧🇷 #Brazil $22T
• 🇦🇺 Australia $20T
• 🇮🇶 Iraq $16T
• 🇻🇪 #Venezuela $14T

This is oil, gas, coal, #copper, rare earths, uranium.

Geology shapes geopolitics.

Countries with reserves hold leverage.

🇺🇸 The evolution of arms transfers from the United States to different countries since 1950.

Cameco CEO: Ontario is the greatest story in nuclear history.

- Increased renewable share led to higher electricity costs
- Ontario course-corrected and refurbished its nuclear reactors
- Now it wants to build 14 GW of nuclear capacity
- For comparison, the US wants to build 10 GW

We have entered the age of nuclear.

Meta is going all in on nuclear energy

- Will purchase 2 GW from existing nuclear reactors in Ohio
- Will fund power uprates for those reactors
- Will finance the construction of multiple SMRs in Ohio

Meta is betting heavily on nuclear.

🚨 THE WORLD RUNS THROUGH 8 STRAITS

Trade, Oil, LNG, Military power.

Key chokepoints:

• Malacca ~25% of global traded goods
• Hormuz ~25% of global oil, ~⅓ of LNG
• Singapore ~50% of global seaborne trade
• Gibraltar Atlantic ↔ Mediterranean
• Bosphorus Black Sea outlet
• Magellan Atlantic ↔ Pacific backup
• Bering Arctic gateway
• Bass Australian passage

These are pressure points.

Close Hormuz... Oil spikes.
Disrupt Malacca... Asia freezes.
Block Bosphorus... Black Sea trade halts.

Geopolitics isn’t abstract.

It’s maritime geometry.

#oott #commodity #trade

🚨 NUCLEAR JUST HIT A NEW RECORD

And it’s climbing again.

• 2025 = highest global nuclear generation ever
• Set to rise steadily through 2030
• China driving most of the growth
• US stable... EU recovering

Post-2011 dip is over.

Asia is scaling reactors fast.

Why it matters:

• AI + data centers need baseload power
• Nuclear = zero-carbon + reliable
• Uranium demand strengthens structurally

This isn’t a nostalgia trade.

Nuclear is back in the energy mix.

#energy #nuclear #uranium #China

OpenAI sent a memo to congress regarding Deepseek distillation:

"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale."

Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI
Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D
Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE
Energy: $TE, $FSLR, $NRG

This is a tailwind reiterated for these companies.

And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR.

The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy.

OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities.

Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race.

Their message: Invest in American Energy.

Top 100 24h Gainers 🚀

H          $0.2447            +21.25%
PEPE    $0.00000461    +5.00% 
XRP      $1.52                +3.16% 
FLR      $0.0100            +3.10% 
WFLR    $0.0100            +3.01% 

Top 100 24h Losers 🔻

MYX      $2.03                -15.58%
POL      $0.1070            -9.16% 
CHZ      $0.0407            -6.66% 
WLFI    $0.1021            -6.56% 
CRV      $0.2520            -5.30%

⚡️Energy Demand

2024
• Fossil fuels: 79.8%
• Renewables: 15.4%
• Nuclear: 4.8%

2050 (projection)
• Fossil fuels: 67.1%
• Renewables: 26.3%
• Nuclear: 6.6%

Even in 2050,
Oil + gas + coal still dominate.

Oil barely moves.
Gas grows.
Coal declines but remains material.

The transition is additive.
Not subtractive.

Hydrocarbons don’t disappear.
They get supplemented.

That has huge implications for oil, LNG and mining capital cycles.

#oott #LNG #coal

#Gold is at the heart of modern portfolio construction.

- Ray Dalio: Investors should have a 5–15% gold allocation
- Morgan Stanley: It should be more like 20%
- Bank of America: Nah, 30% is rational
- Average portfolio manager: I am at 1.9%

Despite gold’s record price rally, almost no one has a meaningful gold allocation.

We are witnessing a paradigm shift in portfolio construction, away from the traditional 60% equity / 40% bond portfolio and toward an equity / gold standard portfolio.

This bull market is far from over.

#Copper’s supply is fundamentally broken.

- By 2040, the world needs an additional 14Mt of annual copper supply
- ~50% more than today’s output
- projected deficits alone approach ~10Mt

That scale of expansion is unprecedented.

To understand how extreme this is, consider the math:

- Humanity has mined ~700 Mt of copper in total history
- Over the next 14 years, we must mine ~525Mt more
- That's equivalent of adding 10 of the world biggest copper mine

You cannot compress thousands of years of copper extraction into a single decade.

$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | Nuclear energy demand is surging as the AI race intensifies, creating a fuel bottleneck.

To end a 20% reliance on Russia by 2028, the DOE is investing $2.7B to rebuild domestic enrichment and secure HALEU for next generation reactors.

$ASTI $RKLB $ASTS $LUNR $RDW $VOYG | Starlink officially surpasses 10 million active customers, adding over 19,000 users daily since December.

Next generation V3 satellites are set to launch late 2026 via Starship, introducing gigabit connectivity and 20X network capacity.

$MP $UUUU $UAMY $USAR $LAC $CRML | EXIM President John Jovanovic: "Project Vault marries capital with our most urgent needs. Best of all, American taxpayers will earn a return on financing the first strategic critical minerals reserve in history."

$IREN $CLSK $CIFR $BITF $WULF $CRWV | President Trump on the race for AI dominance: “AI is going to be the biggest thing. We are leading China by a lot. I came up with a concept: each data center built is going to generate their own electricity”

🚨 China Cuts US Dollar Exposure

• FX reserves: $3.99T → $3.31T
• U.S. Treasuries: $1.32T → $683B
• Gold: 74M oz (~$370B) and rising

Is China exiting the system?
No

It’s derisking, not abandoning the dollar.

Less Treasuries.
More gold.
More strategic autonomy.

The shift matters for long-term US funding costs.

#China #gold

🔋 Cost ⬇️ Deployment ⬆️

Battery prices have collapsed in recent years.

The result:

• Installation costs for storage projects down 40% since 2024
• Utility-scale battery capacity in 2024 is 12x higher than 2020

Cheaper tech.
Faster build-out.
Grid-scale adoption accelerating.

The battery era isn’t coming.

It’s already here.

#energy