Energy Market Analysis - Energy price for cars is down to $220 per gallon [1] - Crude oil price is around $65 per barrel and decreasing [1] - OPEC and OPEC plus are increasing drilling activities [1] Geopolitical Impact - Lower energy prices could potentially influence Putin to cease hostilities [1][2] - A further $10 decrease in oil prices per barrel could significantly impact Russia's economy [2]

Group 1 - Joby Aviation is acquiring Blade Air Mobility, Inc., which is described as an "Uber for helicopters," leading to a 21% intraday spike in Joby shares [1] - The trade structure involves a net debit of $2.60, with a maximum gain that is uncapped, a maximum loss of $1,020, and a break-even point at $16.80 according to Fidelity's model [1][2] - The trade includes buying an $18 strike call expiring on January 16, 2026, selling a $17.50 strike put expiring on August 8, 2025, and buying a $15 strike put expiring on August 8, 2025 [4] Group 2 - The catalyst for this trade is the upcoming earnings report, which is expected to have additional headline potential in the following weeks [4] - The strategy aims to take advantage of elevated pre-earnings implied volatility to reduce net cost while maintaining uncapped upside potential [4] - The trade is designed to limit drawdown in case the catalyst does not meet expectations, indicating a cautious approach to risk management [4]

From the Desk of Anthony Pompliano0:00 Elon Musk Gets A $30 Billion Pay Package1:41 Almost 80% of NVIDIA Employees Are Millionaires3:05 The #1 Market Bet This Decade? Energy!4:39 Heather Long Interview: Is The Economy Healthy?Enjoy! https://t.co/Mpur0sXLXZ ...

The world's biggest dam isn't just about energy. Xi Jinping sees the $167 billion project as a means to boost China's economy.The multi-billion project could end up using as much cement as 58 Hoover Dams, more steel than 116 Empire State Buildings, and enough concrete to build a two-lane road circling the Earth five times over https://t.co/BvYZpgoSlz📷: Li Xueren/Xinhua/eyevine/Redux; Bloomberg reporting; HydroSHEDS; satellite images from Maxar Technologies, CNES / Airbus, Landsat / Copernicus, Airbus via Go ...

YupJesse Peltan (@JessePeltan):Uncaptured sunlight is the biggest waste of energy on Earth by multiple orders of magnitude.Most of the 173,000 terawatts we get from the Sun strikes no leaf, no eye, no living thing.Capturing just 1% of that sunlight would 100x humanity’s energy supply. https://t.co/PN8ogKShVT ...

The Sun is the source of ~100% of energy. Everything else is just crumbs.https://t.co/62u2mSBJ88 ...

The math is obvious and unequivocal:~100% of energy over time comes from the Sun. Everything else is a rounding error.Penny2x (@imPenny2x):People forget that power is literally power.Whoever harnesses the most power from the sun, wins. ...

Financial Performance - Blackstone's earnings per share exceeded estimates by $0.11 [1] - Blackstone's revenue reached $3.1 billion, surpassing expectations [1] - Total assets under management increased by 13% year-over-year, reaching $1.2 trillion [1] Business Development & Strategy - Blackstone experienced the most significant fund appreciation in nearly four years [3] - Blackstone raised an additional $52 billion in inflows [3] - Blackstone anticipates a cyclical upturn driven by a revitalized deal environment [3] - Blackstone sees secular trends in private wealth, private credit, and infrastructure contributing to long-term growth [4] - Blackstone's private equity companies experienced high single-digit revenue growth and margin expansion in Q2 [6] Market & Industry Outlook - Blackstone observes resilience in its portfolio companies, despite challenges in manufacturing and retailing [6] - Blackstone notes that default rates among non-investment grade borrowers are low, at just 50 basis points [8] - Blackstone identifies AI, energy, and digital infrastructure as potential drivers of productivity and economic growth [9] - Blackstone acknowledges the risk of excesses in the data center and AI energy space due to significant investment [10][11][12] - The digital infrastructure sector requires new power capabilities and generation to support growing demand, with a focus on consumer needs [16]

Energy & AI Strategy - The US aims to dominate energy creation and technology to win the global race, addressing previous shortcomings through the AI action plan [2] - The administration prioritizes unlocking the American technology stack within the energy sector [3] - AI is crucial for unlocking energy potential, requiring physical intelligence data to fuel AI models [4] - The US has the opportunity to out-innovate its way in energy generation due to its lead in AI, robotics, and physical intelligence [6] - The focus of the action plan includes cutting red tape and deregulation to unleash private sector involvement in energy creation [7][8] - Exporting American AI and robotic technology ensures American values lead in technology development [9] Competitive Landscape - By 2030, China is predicted to have three times the energy generation capacity of the US, posing a significant challenge [5] Infrastructure & Technology - By 2030, the US could face 100 times more blackouts and brownouts if energy manufacturing isn't supercharged [3] - Critical assets powering the grid have only four years of remaining life [4] - Gecko Robotics is rolling out products to 250 power plants by 2026 to unlock more capacity and extend the life of power plants [7]

There's heavy participation from the private sector at the summit. And one of those present on stage was Gecko Robotics co-founder CEO Jake Loosararian And you first. Let's just start with the basics.Your reaction to the AI action plan. It's detailed multiple, but what is the key component for you. I think the key component is it's very much all about energy.I mean, President Trump has been very clear that the country that's able to dominate energy and create and unleash it will be the ones that win the rac ...