PetroAI Stack Breakdown $XLE $XOP → Physical energy $INTC $GLW $GFS → Domestic chip sovereignty $IONQ $QBTS $QUBT $RGTI → Quantum acceleration $PLTR → Defense-grade ops AI $SNOW → Enterprise-grade LLMs, data architecture $TSLA →Energy Storage/AI Elon Musk and more.

MINER TO DATACENTER STATUS UPDATE Commitment: $WULF $CIFR $CORZ $HUT Pivoting: $APLD $IREN $HIVE Planned: $BITF $RIOT $CLSK Applied Digital | commitment Deployed an AI factory operator with GPU-as-a-service and dedicated HPC campuses. It has 400 MW of AI hosting leases already

The booster hovering above the ocean looks incredible

CNY gold up with oil only priced in USD = CNY hyperinflation. CNY gold up with oil priced in CNY = gold buys more oil in China than in west, so gold flows west to east until gold rises. This allows China + Russia control to gold prices. THIS is why CNY oil was so critical.

Dead internet is no longer just a theory

Falcon 9 completes its 500th landing after lifting off from pad 40 in Florida

Wake up.

Silver's $50 peak in 1980 represents $208 after inflation adjustment today. we're not even close to the real all time high.

"own assets or be left behind."

Some important context for the $800 gold peak in 1980 that Jim Simons talks about in the great 5-minute clip below (h/t Ben Davies): Gold would have to be $48,000/oz to equal its 1980 valuation relative to US foreign held USTs of 135%. Today that % is 12%👇

Harvard economist Jason Furman stated that investment in “information-processing equipment and software” (which includes data-centers) represented about 4 % of U.S. GDP but accounted for ~92 % of GDP growth in the first half of 2025 Excluding that category, GDP growth would have

Wow .. "Excluding data center buildouts, GDP growth would have been about 0.1 % …". 👀

Gold Rises To A Record 30% Of Global Reserve Holdings; Will Overtake USD Above $5,790/oz zerohedge.com/markets/gold-r…

Gold Warrants on the Shanghai futures exchange have nearly doubled since this chart posted a month ago. Up 25x since the beginning if the year. If anyone asks the question "who is buying gold?" Show them the updated chart and say "China." --- What is a Gold Warrant A gold

I just spent 2 hours with Michael Saylor to understand how he's building the fastest-growing financial company in history. 7 takeaways from our conversation that will change how you think about treasury companies: 1/ 99.9% of American Businesses Are Locked Out There are 40

GOOD MORNING EVERYONE

...and $5,790👇 assumes Central Banks never buy any more gold When gold % of global reserves is > USD % of global reserves, post-71 structure of USD reserve status will have ended, replaced by a modified version of Bretton Woods where USD = reserve currency, gold = reserve asset

Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now. The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so: Gold is surging

Companies with negative earnings are outperforming companies with positive earnings Apollo