‼️🇨🇳Terminator isn’t just a movie anymore — it’s becoming reality. AI-powered robot soldiers can:

• Spot targets faster than any human

• Move through complex terrain on their own

• Coordinate swarms of drones seamlessly

• Analyze battlefield data instantly

• Operate around the clock without ever getting tired

Judy Shelton, economic adviser to Trump:

You cannot talk about free trade in the absence of a level international monetary playing field (gold)

#Gold-convertible bonds could form the basis of a new monetary order.

$ASTS Hits Positive Cash Flow With Just 25 Satellites

Current price: $84.43 ATH: $129.89 Down ~35% from ATH

This model from Bloomberg Intelligence is so bullish and is only for 25 satellites.

The company has stated that 25 satellites is the magic number needed to reach positive free cash flow. If this model shows a path to $3B in adjusted net income by 2030 with just that initial group of birds, what happens when the full constellation of 100+ satellites is actually in orbit?

The Scaling Math (Constellation vs. Income) The beauty of the $ASTS business model is the toll road effect: the infrastructure costs are upfront. Once a satellite is in orbit, the marginal cost to add a new subscriber is near zero.

25 Satellites (Initial Threshold): Path to positive cash flow and ~$3B net income by 2030.

45-60 Satellites (End of 2026 Target): Enables continuous service in high-value markets like the U.S., Europe, and Japan. Revenue scales exponentially here as service moves from intermittent to a full utility.

100+ Satellites (Full Global Constellation): This is the end game. If 25 satellites get you to $3B, a 4x increase in capacity suggests a net income path toward $10B+ is the logical outcome of the infrastructure scaling.

Why This Dip Is a Gift The market is currently pricing $ASTS at a ~$26B market cap like the constellation stops at 25 satellites. But the company is already funded for its initial target of over 100 satellites thanks to its $3.2 billion liquidity position.

BlueBird 6: Successfully unfolded, proving the technical direct-to-phone capability at massive scale.

BlueBird 7: Launching late February 2026 on Blue Origin's New Glenn, which can carry up to 8 satellites per flight.

Production: Ramping to 6 satellites per month by the end of 2025/2026.

We are watching a global telecommunications monopoly being built in real-time. $ASTS at $84 is being valued on its "minimum viable product," while the actual buildout is 4x that size.

Once the constellation hits that 45-60 satellite "continuous coverage" mark, the market will re-rate this as a high-margin utility. The $3B net income on this Bloomberg chart is the floor, not the ceiling.

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

Chinese scientists created a metal–polymer conductor that stays conductive even when twisted, stretched, or folded, solving the problem of wires breaking under repeated bending

The US added a list of Chinese tech companies, including Unitree, to its “military end-user” blacklist on Feb 14.
Two days later, Unitree’s humanoid robots were performing synchronized routines on China’s biggest national broadcast — not as weapons, but as New Year greetings.

Irony doesn’t get better than this.

What Washington calls a “military threat” is what China uses for creativity, industry, logistics and entertainment.
And the real fear behind the sanctions is simple:
China has entered a technological era the US cannot stop, cannot catch up to, and can no longer define.

That’s why they sanction.
Not because China is dangerous, but because China is no longer containable.

#Gold and gold miners vs global assets are at a historic low.

- 1921-1981 average: ~24% of global assets
- In 2025, that share has collapsed to ~4%

To simply return to the pre-1981 norm, gold and gold miners would need to outperform global assets by roughly ~6x.

The gold bull market is not crowded, not mature and not finished.

It is just beginning.

🚨 BREAKING 🚨

🇮🇷 Iran's currency has completely collapsed.

If you have $735 today, you are now a BILLIONAIRE in Iran.

💥 Resources Are Geopolitical Power

🌍 The Top 10 By Estimated Resource Value:

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

Oil, Gas, #Coal, Rare earths, #Copper, #Gold, #Uranium.

This is concentrated geology worth tens of trillions

#oott #energy

Citizens reiterates Market Outperform on $RIOT Riot Platforms with a $25 price target.

Activist Starboard Value pushes for the monetization of Riot’s 1.7GW power portfolio, noting the 10 year $AMD AMD deal as a catalyst for high margin AI and HPC services.

$MU $SNDK $WDC $ASML $AMAT $STX | Micron CEO Sanjay Mehrotra: "AI is in its early innings and will be here for decades. Memory and storage are no longer just components, they are strategic assets critical for performance, from LLMs to AI inference."

Lithium Americas $LAC guidance for 2026 confirms $1.3 to $1.6B in Capex at Thacker Pass.

With engineering 93% complete and procurement at 60%, the 1,800 person peak workforce will focus on H1 2026 equipment deliveries and a late 2027 completion.

A movie rated 10/10 to help you relax, enjoy 🍿

$ASPI $QLE something else to keep in mind while reading:

- $QLE Pelindaba facility at 15 MTU/yr would capture 30–100% of the DOE's base‑case 50 MTU/yr #HALEU demand forecast by 2035, making it potentially the single largest Western #HALEU source outside $LEU still‑scaling 16‑centrifuge demo (which has delivered only ~900 kg total to date).

These are little areas to keep in mind to truly understand the magnitude of the opportunity.

Secretary Wright celebrates the first-ever airlift of a next-gen nuclear reactor: "The power for 5,000 homes flying in the belly of a C17. That thing will be assembled and running 10-12 weeks from now...There's many companies doing this, and we're partnering with a lot of them."

$OKLO $SMR $NEE $CEG $LEU $UEC $NNE

The next-generation nuclear reactor has been successfully unloaded from the C-17 and left Hill Air Force Base.
This is a historic milestone for President #Trump's nuclear agenda.

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