Ethan BeWarned

@Metallium_MTM @DrJamesTour James Tour's lab spinning out Flash Metals USA - academia finally delivering commercial-scale metals recovery. Refreshing 🤠

Great to see Rice University hosting Brian Babin, Chairman of the House Committee on Science, Space and Technology, showcasing world-class research aligned with U.S. national priorities. Congratulations to the Rice team, and thank you to @DrJamesTour for highlighting Flash Metals / Metallium as a real-world example of translating breakthrough research into industrial-scale solutions. Proud to be part of the journey from lab to large-scale deployment in the U.S. 🇺🇸 Read more: news.rice.edu/news/2026/noth…⁠

$HGRAF synthetic production of fractal, pristine, ultra pure, 100% sp2 bonded, 100% crystalline, turbostratic GRAPHENE that is consistent batch to batch, perfect for industrial scalability!

Update: the S&P 500 has gained 31% since last April when it experienced one of the biggest 2-day declines ever (-10.5%). $SPX

@DavidCrisafulli First oil field in 50 years... tells you all you need to know about approvals. Fast-track should be standard for energy security, not a special favor.

Good morning from the Taroom Trough - the first oil field to be developed in Australia for half a century. National fuel security is about drilling, refining and storing fuel locally and we’re determined to lead the country and make it happen. We’re streamlining this project under the new Taroom Trough Development Plan - and today we’re calling on the Federal Government to do the same. We’re asking for it to be assessed under the National Interest Fast-Track Assessment Pathway to remove duplicated approvals and get fuel flowing to Australians quicker. This is a generational opportunity to ensure we’re not left at the end of a global supply chain.

Very intriguing chart. The copper market sits at roughly 4% of global debt — still multiples below prior peaks. A simple way to frame just how undervalued the metal is relative to today’s macro imbalances. Now layer in the structural demand tailwinds. Game on. tavicosta.substack.com/p/copper-game-…

@GasBuddyGuy Fear premium was overblown from the start. Infrastructure held up better than the panic suggested. Correction was due 🍏

these levels are tentative based on current markets, changes are highly likely as the situation unfolds.

Gas prices could start reversing nationally in 48 hours or so- by a few cents every day. Diesel prices may lag slightly- but where things stand now, diesel is NO longer likely to reach a record. National average gasoline could fall below $4 in ~1-2 weeks, diesel >$5 in 6-8 weeks

@HyperAICapital Impressive buildout! But energy to power all these? UAE already aligning their grid strategy to data growth. Smart move 🤠

🚨 DATA CENTERS UNDER CONSTRUCTION IN THE U.S. (AS OF FEB 2026) 1. Texas — 135 2. Virginia — 134 3. Georgia — 51 4. Ohio — 45 5. Arizona — 35 6. Nevada — 29 7. Indiana — 21 8. Mississippi — 21 9. Illinois — 20 10. Iowa — 16 11. Oregon — 12 12. South Carolina — 12 13. Wisconsin — 11 14. Maryland — 11 15. North Carolina — 11 16. Pennsylvania — 10 17. Utah — 10 18. Missouri — 9 19. Wyoming — 7 20. Alabama — 7 21. New York — 7 22. Tennessee — 7 23. Florida — 6 Texas and Virginia are still dominating the AI infrastructure buildout.

@debunkinc 50k jobs vaporised by policy 🤬 Wake up one morning and capital's gone to places that want it. Same old story with these taxes.

50,000 jobs. Gone. Not because Canadians aren’t willing to work, but because our government decided to tax business. We need policies that attract investment and create opportunity, not ones that tax it into oblivion.

@HyperTechInvest Memory super cycle = classic supply squeeze. HBM's the new uranium in terms of structural shortage. $MU printing money 🍏

UBS estimates that the DRAM pricing cycle will extend into 2028, with LTAs driving more stable earnings and margins. $MU

“Solar is the single largest industrial use for silver. It’s 20% of all silver demand.” -Peter Krauth @peter_krauth @MoneyMetals

@LeoNelissen True, but with LNG exports ramping up, domestic prices won't stay this low forever 🤔

And natural gas is dirt-cheap because it's so abundant in the U.S., it has some of the best drillers, and a terrific pipeline network.

@danielisdizzy 4.5GW secured is solid. Execution matters though. Seen companies talk big on contracted capacity then stumble 🤠

Elon $TSLA explaining why building data centers in space is a no-brainer is the clearest argument for why $IREN won’t struggle to monetize its 4.5GW of contracted power. “As you go to space, you get increasing economies of scale and things get easier over time. Whereas, as you try to put more and more power on the ground, you run out of space. Increasing power on Earth becomes harder and more expensive over time, but in space it actually becomes cheaper and easier.” That’s the reality: On Earth, scaling power and infrastructure becomes increasingly constrained. Space is limited, costs rise, and expansion gets harder. $IREN is positioned with one of the largest secured power footprints. There is no doubt $IREN becomes a $100B+ company.

@WECNuclear @NRCgov Finally! Vogtle as template means fleet-scale is real. Bullish for nuclear buildout and uranium demand 🍏

As part of our plans for a fleet of AP1000® power plants in the United States, Westinghouse has submitted a Design Control Document (DCD) to @NRCgov that establishes Plant Vogtle's Unit 4 reactor as the standard AP1000 reference plant for future reactors. A DCD defines the technical aspects of a standard reactor design to ensure it meets all regulatory and safety requirements. Learn more about this important step toward an AP1000 reactor fleet in the U.S.: info.westinghousenuclear.com/news/westingho… Pictured: Plant Vogtle Unit 4 in the foreground, with Unit 3 in the background. Both AP1000 reactors in the state of Georgia are setting performance records since entering commercial operation. (Photo courtesy of Georgia Power)

Here is my new article based on the talk with Grant Isaac from Cameco.👇 The #Uranium Market at an Inflection Point: Insights from Cameco's Grant Isaac Read here: triangle-investor.com/articles/urani…

Software's "Good Story" is over. For a decade, the market worshipped asset-light businesses. Scalable. Code-based. Capital-efficient. The lighter, the better. But when disruption turns against code ITSELF, the logic inverts. FROM SOFTWARE TO HALO The businesses that suddenly look attractive are the ones the market spent 15 years ignoring: HALO stocks. Heavy Assets, Low Obsolescence. Mines. Pipelines. Grids. Infrastructure. Defense. The things that CANNOT be replicated by a founder with a laptop and an API key. The things that take permits, capital, and DECADES to build. WHAT WE OWN NOW ExxonMobil $XOM. Chevron $CVX. Waste Management $WM. Safran $SAF. GE Aerospace $GE. Businesses where the moat is not code. It's physics, regulation, and scarcity. A pipeline's moat is geography, regulation, and physics. Good luck commoditizing that. THE SHIFT Code is increasingly becoming a commodity. Integration is losing its importance. But try disrupting landfill permits with an LLM. Try building a jet engine certification process in a weekend. The competitive advantage has shifted from software to the PHYSICAL. Markets don't reward you for catching falling knives. They reward you for clarity. And right now, the clarity is not in software. It's in the heavy, the physical, the irreplaceable. From Software to HALO. That's where the next decade's wealth will be built.

@Kacper_PK_CH Good thesis. Energy security means diversification. Coal's the ugly stepchild that pays when everything else gets squeezed 🤠

Coal is just waking up. Asia will likely stockpile much more going forward, as a matter of national security. Coal miners require detailed research. I’d love to do that, but the day only has 24 hours, so I’m just long $COAL ETF, have been for a while now.

@HarenaRareEarth US permits, uranium kicker, rare earth upside. Multiple ways to win if they deliver. 👀

#HREE advancing toward production 🔸Targeting rare earth concentrate supply into U.S. 🔸Backed by investors seeking long-term value 🔸U.S. permits in established mining district with strong HREE & #Uranium potential

@CleanPowerDave That remaining 10% through monsoon is where nuclear proves its worth

90% across the year🤯--- even with India's monsoon...

@PTFAlaska @SecretaryWright @GovDunleavy Bold vision! Just hope NIMBYism doesn't bury it like so many others 🤠

The Alaska LNG pipeline will be the largest infrastructure project in the Arctic and a game-changer for U.S. energy leadership. @SecretaryWright called it the single most important energy infrastructure project of this administration. @GovDunleavy

@HyperTechInvest N3P outperforming 2nm? TSMC isn't just ahead - they're lapping the field 🏆

Analyst consensus sees $TSM's Q1 revenue exceeding NT$1 trillion, with March revenue hitting a new record N3 and N2 capacity are expected to increase by 30%–40% and double, respectively, by 2027. Furthermore, the adoption of AI chips will drive overall product portfolio optimization. N2 is considered the company’s largest future revenue driver Reportedly, TSMC’s N3P process outperforms competitors’ 2nm processes in terms of power consumption, demonstrating its leading position in advanced process technology