Tom Busby
16.9K posts

Tom Busby
@RealTomBusby
Former Air Force Officer with over 40 years of trading experience.
Texas City, TX Katılım Ocak 2009
38 Takip Edilen52.6K Takipçiler

$CETX CEMTREX SUBSIDIARY, INVOCON, SELECTED FOR U.S. NAVY SBIR PHASE I CONTRACT IN NAVAL MINE WARFARE
"Cemtrex, Inc. today announced that its subsidiary Invocon, Inc. has been selected as an apparently successful offeror for a Phase I Small Business Innovation Research (SBIR) contract with the Naval Sea Systems Command (NAVSEA). The award, under topic N254-P02: NAVSEA Open Topic for Modular Mine Warfare Components, recognizes Invocon's technical capabilities in advanced defense electronics and power systems engineering"
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$FNUC The uranium demand remains unstoppable.
By early-to-mid March, there were already ~146 spot transactions involving about 16.3 million pounds of U₃O₈ more than 70% higher than the equivalent period the previous year.
The Global uranium demand is rising due to:
- Restart of idled reactors
- New reactor commissioning
- Strong growth in China and India
- Surging electricity needs from AI/data centers
- Government policies supporting nuclear energy
Keep an eye on Junior uranium small names with plenty of cash and great projects. Geopolitical news on US strikes against Iranian nuclear sites sparks surge in US uranium plays like FNUC


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$SPY $SPX "A whole civilization will die tonight, never to be brought back again. I don’t want that to happen, but it probably will. However, now that we have Complete and Total Regime Change, where different, smarter, and less radicalized minds prevail, maybe something revolutionarily wonderful can happen, WHO KNOWS? We will find out tonight, one of the most important moments in the long and complex history of the World. 47 years of extortion, corruption, and death, will finally end. God Bless the Great People of Iran! --- TRUMP"

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$WKEY WISeSat delivers secure, cost-effective, and easily deployable Satellite IoT solutions. With advanced encryption and seamless integration, we protect critical data while reducing deployment costs. Our low-cost satellites provide global coverage without relying on third-party operators.

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$GPRO Artemis II: Nikon and GoPro Are Winning Where Canon And Sony Fail - The Phoblographer
"GoPros and Smartphones Alongside Nikon, GoPro has also been a part of the journey. The company has about 28 cameras, which include some outside the spacecraft and some within to help the crew document their life. The New York Times also reported that the astronauts were allowed to take their smartphones on board, even if they couldn’t connect to the internet. One could say this makes Apple’s iPhones the first phones to travel to space

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$WKEY On March 30th "WISeKey's WISeSat.Space Subsidiary Successfully Launches Its 21st Satellite to Low Earth Orbit with SpaceX" Investors are sleeping here......


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$SPY $USO Financial Times “The UAE’s east coast provides deep-water ports and pipeline routes connecting Gulf producers to the Indian Ocean. Oman’s developments at Duqm and Sohar sit well outside the chokepoint. Goods and energy are already moving along these routes in some cases through cross-border land bridge arrangements that would have seemed improbable just months ago. The Middle East also holds a largely untapped inheritance: pipeline infrastructure built in previous crises and mothballed for decades, road and rail corridors, cross-border electricity grids and water systems that stretch beyond established networks.
With renewed co-operation, these assets could deepen regional connectivity to global markets. The crisis is doing what years of summitry could not creating the conditions for genuine intraregional economic integration. States whose ties were strained only weeks ago are now finding common cause.”

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$USO $SPY Crude Oil is falling hard this morning. This appears to be a classic de-risking move as the “war premium” from the recent U.S.-Israel-Iran conflict fades.
Markets had priced in significant supply risks earlier in March, pushing prices briefly above $110–$120 in spots, but optimism around resolution is now unwinding that premium rapidly.
As I have been saying, oil is trading at a huge premium, fundamentals simply do not support these prices. The market is likely to refocus on the supply glut, which has been the dominant longer-term narrative.
Most analysts (JPMorgan, EIA, Goldman, etc.) still see a structural oversupply looming for the rest of 2026 and into 2027.

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