The "Golden Anomaly" in mining... RAD Intel's $0.85 deal... AWS hits 24% growth... Plus: Your Friday trade cheat sheet.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

February 06, 2026   |   Listen Online   |   Read Online Greenland 'Blackmail', Gold Anomaly & Amazon's AWS Blowout: Friday Brief Good Friday — here's what actually matters today. The $200 Billion Poker Game. Amazon just raised the stakes. Last night, they beat earnings ($213B Revenue) and reported 24% AWS Growth (acceleration), but guided for an eye-watering $200 Billion in 2026 Capex. Like Google, they are spending every free dollar on AI. Meanwhile, Europe is accusing President Trump of "Blackmail" over Greenland's minerals, Nvidia is teasing a new robot brain, and the market is bracing for the Jobs Report (8:30 AM ET) to see if the "Warsh Yield Spike" continues. 🇬🇱 Greenland: "Blackmail" or Leverage? Europe is furious. The Smart Money is buying. The Conflict: European leaders have denounced Trump's threat of tariffs as "commercial blackmail" to force access to Greenland's minerals. The Smart Money: While politicians fight, Jeff Bezos and Bill Gates are already there. Their venture, KoBold Metals, is valued at $3B and is actively drilling Greenland for critical minerals. The "Golden Anomaly": While Gold prices are high, miners are trading at historic discounts (some at 18 cents on the dollar vs. NAV). The "Greenland Tension" is the catalyst that could close this gap. 🎯 Actionable Trade: The "Developer" Basket Ticker: i-80 Gold (IAUX) Thesis: One of the few US-based developers trading at a massive discount to NAV. A prime takeover target in a resource scarcity world.   (Sponsored by Golden Portfolio) Europe is calling it "blackmail." Trump is calling it leverage. And Greenland just became the hottest piece of real estate on Earth. While the media focuses on the tension, serious money (Bezos, Gates) keeps flowing into the region's long-term upside.   That's exactly why I'm watching what I call the Golden Anomaly right now — a rare disconnect in the gold market that could create outsized upside. Click here to see the Golden Anomaly setup and the 4 picks tied to it.     🧠 RAD Intel: The $0.85 AI Play Marketing is broken. AI is fixing it. The Company: RAD Intel. They use AI to analyze social data (40TB daily) and optimize marketing ROI. The Backing: Marketing materials highlight backing from Adobe and Fidelity Ventures. The Offer: A Reg A+ offering is open at $0.85/share. They have already reserved ticker $RADI on the Nasdaq. The Growth: Revenue is reportedly doubling YoY. This is a bet on "AI 2.0"—application over infrastructure.   🎯 Actionable Trade: The "Speculative" Allocator Asset: RAD Intel (Private/Reg A+) Note: High risk/High reward. Only for accredited investors or those comfortable with illiquidity until the IPO.   (Sponsored by RAD Intel) $10K Investment in Nvidia Could've Made $2.5M Today that's $1.25M. That's the power of getting in early. We think RAD Intel is next. Backed by Adobe and Fidelity Ventures, this company's valuation has soared 4900% in just 4 years.   RAD Intel's software is built for AI 2.0. They've already reserved a Nasdaq ticker symbol, $RADI. The company is offering shares at just $0.85 right now.   Lock in $0.85 shares today.     ☁️ Amazon Earnings: The Acceleration Amazon (AMZN) Q4 Results: Revenue: $213.4B (Beat). AWS Growth: 24% (Beat). Accelerated from ~19% last year.   The Cost: $200 Billion Capex guidance for 2026. The Takeaway: AWS is re-accelerating. The AI demand is real. The spending is massive, but as long as growth is >20%, the street will forgive the cost. 🎯 Actionable Trade: The "Cloud" Long Strategy: Buy AMZN. The AWS acceleration (24%) confirms they are capturing AI workloads effectively. 📦 Nvidia: Jensen's "Mystery Box" What's inside the box? The brain. The Clip: A viral video shows a robot unboxing a gift from Nvidia CEO Jensen Huang. The Reveal: Inside is the Jetson Thor computer—Nvidia's "Supercomputer for Robotics." The Implication: This chip is the foundation of Project GR00T, Nvidia's initiative to build a general-purpose operating system for humanoid robots. The Trade: Robots are no longer "hard coded." They are becoming "smart." This moves robotics from factories to households. 🎯 Actionable Trade: The "Brain" Play Ticker: Nvidia (NVDA) Thesis: Jensen isn't just selling chips for servers anymore. He's selling the brains for the next 1 billion robots.   (Sponsored by Allegiance Gold) I just watched a robot open a box... I'm not going to spoil it. You need to see this yourself. Whatever was in that box could trigger one of the biggest tech moves of the year… but almost no one is talking about it yet. Watch the clip here.     🇺🇸 Jobs Report: The "Warsh" Test Released at 8:30 AM ET: Consensus: +60k to 65k Jobs. The Stakes: The 10-Year yield is hovering at 4.29%. Scenario A (Hot >100k): Yields spike to 4.35%. Tech stocks (Amazon/Google) sell off on valuation fears. Scenario B (Cold <50k): Yields fall. Relief rally for stocks. The "Hard Money" fear subsides slightly. 🎯 Actionable Trade: The "Yield" Watch Strategy: If yields drop post-report, Tech (QQQ) is a buy. If yields rise, rotate to Energy (XLE). 📋 Today's Trade Cheat Sheet A quick summary of the opportunities on our radar today: Ticker Theme Bias Action IAUX Gold Developer 🟢 Bullish Speculative Buy RADI AI Marketing 🟢 Speculative Reg A+ Deal NVDA Robot Brains 🟢 Bullish Accumulate AMZN AWS Growth 🟢 Bullish Buy the Beat TLT Jobs Report 🟡 Neutral Watch 8:30 AM POLL — The Capex Wars Amazon and Google are spending ~$400 Billion combined on AI infrastructure next year. 🤯 Insane: It's a bubble. They are overbuilding. 🏗️ Necessary: This is the industrial revolution of our time. 🛑 Sell: Margins will collapse. I'm out of Big Tech. 🤖 Buy Nvidia: They are the ones getting all that money! Get Daily Market Intelligencе Disclaimer: The content provided in this newsletter, including all "Actionable Trade" sections and specific ticker mentions is for informational and educational purposes only and does not constitute financial, investment, or legal advice. All investments involve risk, including the potential loss of principal. "Actionable Trades" are hypothetical ideas based on market commentary and should not be interpreted as specific recommendations to buy or sell any security. Past performance is not indicative of future results. You should always conduct your own due diligence and consult with a qualified financial advisor before making any investment decisions. 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