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The 400-Million Barrel "Nuclear Option" & Oracle’s AI Supercycle
The global energy complex just pulled the emergency brake. Roman breaks down the IEA’s record-breaking 400-million-barrel oil release designed to blunt the Iran-Israel shock. We analyze Oracle’s staggering $553 billion backlog that’s re-igniting the tech rally, and why the February CPI report is the "calm before the storm" for the Warsh Fed. Plus, a look at the $2 billion Nvidia-Nebius deal and why "Grid Scarcity" is the new bottleneck for 2026.
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By Roman Zelenetskyi, Zain QureshiThe global energy complex just pulled the emergency brake. Roman breaks down the IEA’s record-breaking 400-million-barrel oil release designed to blunt the Iran-Israel shock. We analyze Oracle’s staggering $553 billion backlog that’s re-igniting the tech rally, and why the February CPI report is the "calm before the storm" for the Warsh Fed. Plus, a look at the $2 billion Nvidia-Nebius deal and why "Grid Scarcity" is the new bottleneck for 2026.