$UEC $MP $UUUU $UAMY $USAR $CCJ | 美國鈾業公司 (American Uranium) 已將其 Lo Herma 礦區的資源量增至 945 萬磅，其中 43% 的資源量被評為高置信度的指示資源量。
該計畫預計將於 2026 年第三季進行初步評估，是懷俄明州鈾礦區的頂級礦區之一，採用高品位原地浸出法 (ISR) 開採。
Ticker Wire: $UEC $MP $UUUU $UAMY $USAR $CCJ | American Uranium has increased its Lo Herma resource to 9.45Mlbs, with 43% now in the high confidence Indicated category.
On track for a Q3 2026 Scoping Study, this high grade ISR project is a top tier play in Wyoming’s uranium district.
該計畫預計將於 2026 年第三季進行初步評估，是懷俄明州鈾礦區的頂級礦區之一，採用高品位原地浸出法 (ISR) 開採。
Ticker Wire: $UEC $MP $UUUU $UAMY $USAR $CCJ | American Uranium has increased its Lo Herma resource to 9.45Mlbs, with 43% now in the high confidence Indicated category.
On track for a Q3 2026 Scoping Study, this high grade ISR project is a top tier play in Wyoming’s uranium district.
Show More
The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
Note: This is NOT financial advice
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
Note: This is NOT financial advice
Show More
今天更后悔没有早点写 $aaoi 的深度分析了，我建仓时还是40的价格，50时补了些，那时候如果写出来可能很多朋友也能吃到肉了。
我今天在70刀的价格止盈了 1/3，看来还是保守了啊
但今天严重超买，大盘不好的情况下明天也许能回调，下来以后也还有机会补仓的
现在大家已经意识到 AAOI 的潜力了，但营收会在2027年指数级提升，在此之前应该都有机会
Jimmy狐狸: 要写公众号文章了，但是不知道该分享哪一只
最近研究了 $AAOI , $VOYG , $AMPX ，另外还有 $LPTH, $OSS $UAMY 我觉得也是很好的公司， $ASTI 我经常在推里提到，文章里也简单的提过，但似乎没有深度解读过。
你们想看哪家公司的深度解读？
投票只能有四个选项，假如有其他想法可以直接回贴……
我今天在70刀的价格止盈了 1/3，看来还是保守了啊
但今天严重超买，大盘不好的情况下明天也许能回调，下来以后也还有机会补仓的
现在大家已经意识到 AAOI 的潜力了，但营收会在2027年指数级提升，在此之前应该都有机会
Jimmy狐狸: 要写公众号文章了，但是不知道该分享哪一只
最近研究了 $AAOI , $VOYG , $AMPX ，另外还有 $LPTH, $OSS $UAMY 我觉得也是很好的公司， $ASTI 我经常在推里提到，文章里也简单的提过，但似乎没有深度解读过。
你们想看哪家公司的深度解读？
投票只能有四个选项，假如有其他想法可以直接回贴……
Show More
👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
Solar and energy: $ENPH, $TE, $EOSE, $FLNC
AI/Cloud: $ZETA, $NBIS, $AMZN
Rare Earth: $UAMY, $UUUU, $USAR
Defense: $ONDS, $KRKNF, $OSS
Save this list. Come back when needed.
Note: This is not financial advice.
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
Solar and energy: $ENPH, $TE, $EOSE, $FLNC
AI/Cloud: $ZETA, $NBIS, $AMZN
Rare Earth: $UAMY, $UUUU, $USAR
Defense: $ONDS, $KRKNF, $OSS
Save this list. Come back when needed.
Note: This is not financial advice.
Show More
盧比奧：“關鍵礦物對我們日常使用的設備至關重要。我們的目標是建立一個安全、持久且價格合理的全球市場，讓每個國家都能負擔得起。”
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."
🚨 30+ Charts Dropped for Subs This Weekend! 🚨
Here are the tickers that were analyzed:
$ONDS $IREN $UAMY $MOS $CEG $NVO $EOSE $CIFR $TE $TTD $XYZ $IWM $NOW $ASTS $SMR $INMD $OKLO $UBER $BABA $QQQ $AMZN $TAC $NBIS $ZETA $PLTR $ROKU $SPOT $TSLA $COIN $SOFI $HOOD $MBLY $NAK $PANW $FSLY
Some nice A+ setups heading into this week as well...
Here are the tickers that were analyzed:
$ONDS $IREN $UAMY $MOS $CEG $NVO $EOSE $CIFR $TE $TTD $XYZ $IWM $NOW $ASTS $SMR $INMD $OKLO $UBER $BABA $QQQ $AMZN $TAC $NBIS $ZETA $PLTR $ROKU $SPOT $TSLA $COIN $SOFI $HOOD $MBLY $NAK $PANW $FSLY
Some nice A+ setups heading into this week as well...
Show More
Ray Dalio just dropped the MOST IMPORTANT macro framework for understanding what's happening right now.
(THIS IS HOW TO POSITION!)
And most people are completely missing it.
At the Munich Security Conference, world leaders officially declared the post-1945 order DEAD.
Not "at risk."
Not "under pressure."
Dead.
German Chancellor Friedrich Merz: "The world order as it has stood for decades no longer exists."
French President Macron: "Europe's security structures are gone. Prepare for war."
US Secretary of State Marco Rubio: "We're in a "new geopolitics era" because the "old world" is gone."
This isn't political theater. This is Stage 6 of Dalio's Big Cycle; the period where there are no rules, might is right, and great powers clash.
Here's what nobody's connecting:
The International Order Follows the Law of the Jungle:
Dalio makes this crystal clear: International relations aren't governed by law. They're governed by power.
The UN doesn't matter when individual countries have more power than the collective.
When disputes happen between powerful nations, they don't get lawyers. They threaten each other and either reach agreements or fight.
There are five types of wars between nations:
1. Trade/economic wars
2. Technology wars
3. Geopolitical wars
4. Capital wars
5. Military wars
We're already in the first four with China. The question is whether we escalate to #5.
The Greatest Risk Is When Powers Are Equal:
Dalio's principle:
The greatest risk of military war is when both parties have:
1) Comparable military power and
2) Irreconcilable existential differences.
Sound familiar?
US vs China over Taiwan checks both boxes.
We're at the exact inflection point where neither side has clear dominance and both have red lines they won't compromise.
This is the prisoner's dilemma at scale.
The Cycle Is Playing Out Exactly Like the 1930s:
Dalio walks through the entire playbook:
> Economic depression → internal wealth conflicts
> Countries turn to populist, autocratic, nationalistic leaders
> Protectionist policies (tariffs) to protect domestic jobs
> Economic wars escalate for 10 years before hot wars begin
> Resource competition intensifies (then it was oil, now it's chips and rare earths)
In the 1930s, Germany and Japan went broke, turned fascist, and decided seizing resources by force was more cost-effective than trading.
Japan invaded Manchuria for resources in 1931.
The US imposed sanctions and oil embargoes in 1941.
Pearl Harbor happened six months later.
Before Shooting Wars, There Are Economic Wars:
The US froze Japanese assets, closed the Panama Canal to their ships, and embargoed 80% of their oil.
Japan calculated they'd run out of oil in two years.
So they attacked.
Today's playbook:
> Asset freezes/seizures (Iran, Russia)
> Blocking capital markets access (threatening China)
> Embargoes/blockades (semiconductors, critical minerals)
We're using the exact same tactics. Just with different targets.
The Winner? Whoever Can Outspend the Other
Dalio's principle: Financial strength to outspend rivals is the most important strength a country can have.
That's how the US beat the USSR in the Cold War. Spend enough in the right ways, and you don't need a shooting war.
But here's the problem:
$38 trillion national debt. $1 trillion/year in interest payments alone.
We're borrowing money to pay debt service while trying to outspend China in an AI/defense arms race.
China has $3+ trillion in reserves and a command economy that can redirect resources instantly.
The math is getting harder for us.
What Happens Next:
Dalio's framework says we're in Stage 6, great disorder arising from a period where there are no rules.
The post-1945 order that kept peace for 80 years is gone.
We're entering a period where power, not law, determines outcomes.
Economic wars are already here (trade, tech, capital, geopolitics).
The only question is whether they escalate to military conflict.
And based on Dalio's research across 500+ years of history:
When powers are roughly equal and differences are irreconcilable, wars happen.
The smart play is to negotiate win-win outcomes where both sides get what matters most without losing what matters most.
But stupid wars happen constantly because of:
> Prisoner's dilemma (strike first or get struck)
> Tit-for-tat escalation
> Perceived costs of backing down
> Fast decision making under pressure
How to Position for Stage 6:
Dalio's wartime playbook is explicit:
During wars, governments control everything. They determine what gets produced, what can be bought/sold, prices, wages, access to your own assets, and capital flows.
Stock markets get closed. Currencies become worthless between non-allied countries. Wealth gets redistributed forcibly through confiscation or peacefully through massive taxes and money printing.
His advice: "Sell out of all debt and buy gold because wars are financed by borrowing and printing money, which devalues debt and money."
But there's more nuance for 2026 - Own the Bottlenecks:
The US is entering an arms race where financial strength to outspend rivals determines the winner.
That means massive defense spending, AI infrastructure buildout, and securing critical supply chains.
Defense contractors with sole-source positioning; $KRKNF, $ONDS
Critical minerals the US doesn't control;
Tungsten $ALM, Indium $TECK, Antimony $UAMY
AI infrastructure that governments MUST build;
$IREN, $NBIS.
Domestic manufacturing alternatives to China:
$CPSH for AlSiC, $LPTH for Germanium.
Avoid Long-Duration Debt:
Dalio's clear: wars are financed by printing money and debt monetization.
Long-term bonds get destroyed. Debt and credit become worthless.
If you're in bonds, you're on the wrong side of history.
Real Assets Over Paper:
Gold. Commodities. Equity in companies that produce essential goods.
When governments need resources for war, they redirect them. They don't ask permission.
The companies that control physical bottlenecks (power, critical materials, defense systems) can't be bypassed.
Geographic Diversification:
Dalio notes that in wartime, capital controls get imposed. You can't move money out of the country.
Having assets in multiple jurisdictions matters. But choose carefully, you want to be in countries that will be on the winning side or stay neutral.
The Real Trade:
This isn't about timing the market.
It's about recognizing that the rules that governed investing for 80 years are gone.
We're entering a period where power determines outcomes, governments control resources, and wealth gets forcibly redistributed.
The winners will be those who own what governments need and can't easily confiscate or devalue.
The losers will be those holding paper promises in a world where promises don't matter anymore.
Position accordingly.
Note: This is NOT financial advice.
Ray Dalio: http://x.com/i/article/2022788012598341633
(THIS IS HOW TO POSITION!)
And most people are completely missing it.
At the Munich Security Conference, world leaders officially declared the post-1945 order DEAD.
Not "at risk."
Not "under pressure."
Dead.
German Chancellor Friedrich Merz: "The world order as it has stood for decades no longer exists."
French President Macron: "Europe's security structures are gone. Prepare for war."
US Secretary of State Marco Rubio: "We're in a "new geopolitics era" because the "old world" is gone."
This isn't political theater. This is Stage 6 of Dalio's Big Cycle; the period where there are no rules, might is right, and great powers clash.
Here's what nobody's connecting:
The International Order Follows the Law of the Jungle:
Dalio makes this crystal clear: International relations aren't governed by law. They're governed by power.
The UN doesn't matter when individual countries have more power than the collective.
When disputes happen between powerful nations, they don't get lawyers. They threaten each other and either reach agreements or fight.
There are five types of wars between nations:
1. Trade/economic wars
2. Technology wars
3. Geopolitical wars
4. Capital wars
5. Military wars
We're already in the first four with China. The question is whether we escalate to #5.
The Greatest Risk Is When Powers Are Equal:
Dalio's principle:
The greatest risk of military war is when both parties have:
1) Comparable military power and
2) Irreconcilable existential differences.
Sound familiar?
US vs China over Taiwan checks both boxes.
We're at the exact inflection point where neither side has clear dominance and both have red lines they won't compromise.
This is the prisoner's dilemma at scale.
The Cycle Is Playing Out Exactly Like the 1930s:
Dalio walks through the entire playbook:
> Economic depression → internal wealth conflicts
> Countries turn to populist, autocratic, nationalistic leaders
> Protectionist policies (tariffs) to protect domestic jobs
> Economic wars escalate for 10 years before hot wars begin
> Resource competition intensifies (then it was oil, now it's chips and rare earths)
In the 1930s, Germany and Japan went broke, turned fascist, and decided seizing resources by force was more cost-effective than trading.
Japan invaded Manchuria for resources in 1931.
The US imposed sanctions and oil embargoes in 1941.
Pearl Harbor happened six months later.
Before Shooting Wars, There Are Economic Wars:
The US froze Japanese assets, closed the Panama Canal to their ships, and embargoed 80% of their oil.
Japan calculated they'd run out of oil in two years.
So they attacked.
Today's playbook:
> Asset freezes/seizures (Iran, Russia)
> Blocking capital markets access (threatening China)
> Embargoes/blockades (semiconductors, critical minerals)
We're using the exact same tactics. Just with different targets.
The Winner? Whoever Can Outspend the Other
Dalio's principle: Financial strength to outspend rivals is the most important strength a country can have.
That's how the US beat the USSR in the Cold War. Spend enough in the right ways, and you don't need a shooting war.
But here's the problem:
$38 trillion national debt. $1 trillion/year in interest payments alone.
We're borrowing money to pay debt service while trying to outspend China in an AI/defense arms race.
China has $3+ trillion in reserves and a command economy that can redirect resources instantly.
The math is getting harder for us.
What Happens Next:
Dalio's framework says we're in Stage 6, great disorder arising from a period where there are no rules.
The post-1945 order that kept peace for 80 years is gone.
We're entering a period where power, not law, determines outcomes.
Economic wars are already here (trade, tech, capital, geopolitics).
The only question is whether they escalate to military conflict.
And based on Dalio's research across 500+ years of history:
When powers are roughly equal and differences are irreconcilable, wars happen.
The smart play is to negotiate win-win outcomes where both sides get what matters most without losing what matters most.
But stupid wars happen constantly because of:
> Prisoner's dilemma (strike first or get struck)
> Tit-for-tat escalation
> Perceived costs of backing down
> Fast decision making under pressure
How to Position for Stage 6:
Dalio's wartime playbook is explicit:
During wars, governments control everything. They determine what gets produced, what can be bought/sold, prices, wages, access to your own assets, and capital flows.
Stock markets get closed. Currencies become worthless between non-allied countries. Wealth gets redistributed forcibly through confiscation or peacefully through massive taxes and money printing.
His advice: "Sell out of all debt and buy gold because wars are financed by borrowing and printing money, which devalues debt and money."
But there's more nuance for 2026 - Own the Bottlenecks:
The US is entering an arms race where financial strength to outspend rivals determines the winner.
That means massive defense spending, AI infrastructure buildout, and securing critical supply chains.
Defense contractors with sole-source positioning; $KRKNF, $ONDS
Critical minerals the US doesn't control;
Tungsten $ALM, Indium $TECK, Antimony $UAMY
AI infrastructure that governments MUST build;
$IREN, $NBIS.
Domestic manufacturing alternatives to China:
$CPSH for AlSiC, $LPTH for Germanium.
Avoid Long-Duration Debt:
Dalio's clear: wars are financed by printing money and debt monetization.
Long-term bonds get destroyed. Debt and credit become worthless.
If you're in bonds, you're on the wrong side of history.
Real Assets Over Paper:
Gold. Commodities. Equity in companies that produce essential goods.
When governments need resources for war, they redirect them. They don't ask permission.
The companies that control physical bottlenecks (power, critical materials, defense systems) can't be bypassed.
Geographic Diversification:
Dalio notes that in wartime, capital controls get imposed. You can't move money out of the country.
Having assets in multiple jurisdictions matters. But choose carefully, you want to be in countries that will be on the winning side or stay neutral.
The Real Trade:
This isn't about timing the market.
It's about recognizing that the rules that governed investing for 80 years are gone.
We're entering a period where power determines outcomes, governments control resources, and wealth gets forcibly redistributed.
The winners will be those who own what governments need and can't easily confiscate or devalue.
The losers will be those holding paper promises in a world where promises don't matter anymore.
Position accordingly.
Note: This is NOT financial advice.
Ray Dalio: http://x.com/i/article/2022788012598341633
Show More
Hard truth:
MAG7 won’t make you rich UNLESS you already are rich.
Asymmetric plays can make you rich.
→ $TE
→ $IREN
→ $CIFR
→ $NBIS
→ $SOFI
→ $EOSE
→ $UAMY
→ $ONDS
→ $ASTS
→ $RKLB
→ $ZETA
→ $RDW
→ $TEM
→ $PL
5X setups don’t announce themselves.
They’re risky, but as Warren Buffet said:
“Diversification may preserve wealth, but concentration builds wealth.”
This is a conviction game.
Remember to bookmarket and save the list.
Note: This is NOT financial advice.
MAG7 won’t make you rich UNLESS you already are rich.
Asymmetric plays can make you rich.
→ $TE
→ $IREN
→ $CIFR
→ $NBIS
→ $SOFI
→ $EOSE
→ $UAMY
→ $ONDS
→ $ASTS
→ $RKLB
→ $ZETA
→ $RDW
→ $TEM
→ $PL
5X setups don’t announce themselves.
They’re risky, but as Warren Buffet said:
“Diversification may preserve wealth, but concentration builds wealth.”
This is a conviction game.
Remember to bookmarket and save the list.
Note: This is NOT financial advice.
Show More
First batch of charts just dropped for Subs!
$MOS and $UAMY looking primed 🚀
Chart requests open for Subs 👇
RonnieV: 🚨 CHART DROP INCOMING 🚨
Massive Chart Dump + LIVE Chart Requests all weekend.
Catch the next "Bull Trigger" before the crowd — like we did on $IREN (700% run), $NBIS (300%+), $BITF ($1→$6).
Subscribe NOW before charts hit 👇
$MOS and $UAMY looking primed 🚀
Chart requests open for Subs 👇
RonnieV: 🚨 CHART DROP INCOMING 🚨
Massive Chart Dump + LIVE Chart Requests all weekend.
Catch the next "Bull Trigger" before the crowd — like we did on $IREN (700% run), $NBIS (300%+), $BITF ($1→$6).
Subscribe NOW before charts hit 👇
Show More
#MP #UUUU #UAMY #USAR #LAC #CRML | 財政部長斯科特·貝森特：“如果一個國家無法控制其關鍵礦產、鋼鐵生產和工業基礎，那麼這個國家就沒有主權。”
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."
前几天路透社一则fake news，搞崩了矿产和稀土股票
彭博社最新的消息，美国和欧洲盟友会在下周华盛顿开会，讨论稀土和关键矿产的定价规则，来保护原材料产业链。
也许下周会反弹？ $USAR $CRML $UAMY
矿产股最近的波动很大，但中美脱钩的大背景下，长期的叙事不变，拭目以待下周的市场表现
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息，称美国政府放弃了“垫底采购价”的政策，就是说，政府不会担保矿产公司的利润了。
之前因为中国矿产（包括稀土）的低成本，西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价，帮助重建美国的关键矿产供应链。
彭博社最新的消息，美国和欧洲盟友会在下周华盛顿开会，讨论稀土和关键矿产的定价规则，来保护原材料产业链。
也许下周会反弹？ $USAR $CRML $UAMY
矿产股最近的波动很大，但中美脱钩的大背景下，长期的叙事不变，拭目以待下周的市场表现
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息，称美国政府放弃了“垫底采购价”的政策，就是说，政府不会担保矿产公司的利润了。
之前因为中国矿产（包括稀土）的低成本，西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价，帮助重建美国的关键矿产供应链。
