🇨🇭 Global One SI - Prompt
Mexico's President right now
This media is not supported in your browser
VIEW IN TELEGRAM
ANYTIME.
It’s silly to try to escape other people’s faults. They are inescapable. Just try to escape your own
It’s silly to try to escape other people’s faults. They are inescapable. Just try to escape your own
🗿1
🇨🇭 Global One SI - Prompt
🚨🇺🇸🇮🇷 The Pentagon just activated its first kamikaze drone unit, Task Force Scorpion, ready to strike if Trump orders action against Iran. These aren’t your dad’s drones. One-way, $35k each, autonomous, and built to swarm soft targets like missile sites and…
U.S. Conducts First Combat Use of LUCAS Kamikaze Drone During Operation Epic Fury Against Iran
👀1
Israel’s Air Force has used the Ice Breaker missiles in today’s strike on Tehran. The missile has an estimated range of around 300 km and is designed for standoff launches, allowing aircraft to strike targets without entering heavily defended airspace.
Footage shows three Ice Breaker missiles hitting an Iranian command center building.
Footage shows three Ice Breaker missiles hitting an Iranian command center building.
⚡1
🇨🇭 Global One SI - Prompt
While the world’s attention has been fixated on Elon Musk’s long-promised Optimus robot and the high-stakes AI race between the US and China, Hyundai Motor has emerged as a leader in humanoid robots. 📷️: Hyundai Motor, $TSLA
Battle of the Bots.
Most people are watching humanoid demos like it’s a cage match between two robots.
That’s not the fight. The fight is between two business models.
Atlas is the industrial answer.
Heavy payload, precision movement, built to survive the factory floor. It’s the “one robot that does the job no human wants” thesis, priced like serious equipment because it is serious equipment.
Optimus is the consumer-scaled answer.
Lighter, cheaper, long runtime, designed to be deployed in volume. It’s the “make it good enough, then ship it everywhere” thesis.
Atlas is hardware-first dominance.
Optimus is AI-first distribution.
One is engineering muscle. The other is software wearing a body. And that’s why this isn’t just robotics.
It’s a collision between:
1. industrial power (sell fewer units, sell them expensive, win on reliability)
2. vertically integrated ecosystems (sell more units, learn faster, win on iteration)
Everyone wants to argue about which robot wins. But the real winners don’t even need a humanoid body.
They sell the picks and shovels: chips, sensors, actuators, foundries, power systems, training infrastructure.
Humanoids aren’t sci-fi anymore.
They’re turning into a capital allocation theme, and the supply chain is where the receipts will show up first.
Most people are watching humanoid demos like it’s a cage match between two robots.
That’s not the fight. The fight is between two business models.
Atlas is the industrial answer.
Heavy payload, precision movement, built to survive the factory floor. It’s the “one robot that does the job no human wants” thesis, priced like serious equipment because it is serious equipment.
Optimus is the consumer-scaled answer.
Lighter, cheaper, long runtime, designed to be deployed in volume. It’s the “make it good enough, then ship it everywhere” thesis.
Atlas is hardware-first dominance.
Optimus is AI-first distribution.
One is engineering muscle. The other is software wearing a body. And that’s why this isn’t just robotics.
It’s a collision between:
1. industrial power (sell fewer units, sell them expensive, win on reliability)
2. vertically integrated ecosystems (sell more units, learn faster, win on iteration)
Everyone wants to argue about which robot wins. But the real winners don’t even need a humanoid body.
They sell the picks and shovels: chips, sensors, actuators, foundries, power systems, training infrastructure.
Humanoids aren’t sci-fi anymore.
They’re turning into a capital allocation theme, and the supply chain is where the receipts will show up first.
✍1
Who else is stacking #copper bricks?
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#HG-USD
Trade commodities with up to 250x leverage ➡️ gains.trade/trading#HG-USD
🇨🇭 Global One SI - Prompt
U.S. Conducts First Combat Use of LUCAS Kamikaze Drone During Operation Epic Fury Against Iran
$RCAT $KTOS $UMAC $DPRO $ONDS $AVAV | Operation Epic Fury marks the combat debut of LUCAS one way attack drones against Iran.
Reverse engineered from the Shahed 136, these $35,000 autonomous units provide affordable mass to overwhelm defenses with American made retribution.
Reverse engineered from the Shahed 136, these $35,000 autonomous units provide affordable mass to overwhelm defenses with American made retribution.
🇨🇭 Global One SI - Prompt
$AAOI/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$AAOI post-earnings cheat sheet the crowd’s missing 🔥
1. 800G ramp delayed slightly by firmware tweaks - now full steam ahead Q2, expected to drive most revenue
2. Texas production qual mid-2026 → real US moat against Asia peers
3. Lead hyperscaler ( $AMZN heavy on 400G, now 800G ) + $MSFT engagements ramping fast
4. Demand isn’t the issue - capacity is.
5. Path to multi-billion run-rate by 2027 locked in
1. 800G ramp delayed slightly by firmware tweaks - now full steam ahead Q2, expected to drive most revenue
2. Texas production qual mid-2026 → real US moat against Asia peers
3. Lead hyperscaler ( $AMZN heavy on 400G, now 800G ) + $MSFT engagements ramping fast
4. Demand isn’t the issue - capacity is.
5. Path to multi-billion run-rate by 2027 locked in
This media is not supported in your browser
VIEW IN TELEGRAM
Jeff Currie: Capital rotation into real assets would trigger explosive price moves.
Just picture the difference in size:
- MAG7: ~20T USD
- All mining shares: ~2T
- All energy companies: ~7T
That's the market cap. The free float, the shares available at any moment, is a fraction of this. If just 5% of the MAG7 rotates, it would lead to an insane price response.
Also, like in previous CapEx booms, the depreciation on AI data centers and for chips in particular is 2-3 years, so not even bondholders are safe if everything comes crashing down.
When the great rotation starts, it will rotate hard.
Just picture the difference in size:
- MAG7: ~20T USD
- All mining shares: ~2T
- All energy companies: ~7T
That's the market cap. The free float, the shares available at any moment, is a fraction of this. If just 5% of the MAG7 rotates, it would lead to an insane price response.
Also, like in previous CapEx booms, the depreciation on AI data centers and for chips in particular is 2-3 years, so not even bondholders are safe if everything comes crashing down.
When the great rotation starts, it will rotate hard.
👀2
🇨🇭 Global One SI - Prompt
$IREN $CLSK $CIFR $BITF $WULF $CRWV | Anthropic CEO Dario Amodei: "The amount of compute being built will likely triple every year through 2029. We are moving from 10 to 15GW in 2026 to 300GW by 2029."
The US Government threatened Anthropic with the Defense Production Act.
Blacklisted them from the supply chain.
24 hours later?
They used Anthropic’s AI to coordinate the Iran strike.
Let that sink in.
Dario Amodei went on record this week:
“We are patriotic Americans. Everything we have done has been for the sake of this country, for US national security…
Disagreeing with the government is the most American thing in the world.
We are patriots in everything we have done here.”
Here’s the real takeaway everyone’s missing:
The government doesn’t hold the cards here.
The AI companies do.
You can’t blacklist the infrastructure you depend on to run a war.
$IREN, $NBIS, $PLTR, $ASTS, $PL, $RKLB, aren’t just tech stocks.
They’re sovereign infrastructure.
Governments threatening AI companies is like governments threatening their own power grid.
It’s not Anthropic that needs Washington.
It’s Washington that needs Anthropic.
Buy the picks and shovels.
The leverage has flipped.
Blacklisted them from the supply chain.
24 hours later?
They used Anthropic’s AI to coordinate the Iran strike.
Let that sink in.
Dario Amodei went on record this week:
“We are patriotic Americans. Everything we have done has been for the sake of this country, for US national security…
Disagreeing with the government is the most American thing in the world.
We are patriots in everything we have done here.”
Here’s the real takeaway everyone’s missing:
The government doesn’t hold the cards here.
The AI companies do.
You can’t blacklist the infrastructure you depend on to run a war.
$IREN, $NBIS, $PLTR, $ASTS, $PL, $RKLB, aren’t just tech stocks.
They’re sovereign infrastructure.
Governments threatening AI companies is like governments threatening their own power grid.
It’s not Anthropic that needs Washington.
It’s Washington that needs Anthropic.
Buy the picks and shovels.
The leverage has flipped.
✍1
The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
✍1
🇨🇭 Global One SI - Prompt
#ETH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi @Hawk_trading_bot …
#ETH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
↗️ gains.trade
↗️ ostium.com
↗️ vooi.io
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
💱 mtpelerin.com
Decentralized Perpetuals Exchange - 290+ assets across #crypto, #forex, #stocks, #indices, and #commodities. All tradeable from your wallet. Just #trade on Hawk/gTrade + Ostium or Vooi
@Hawk_trading_bot @ostiumbot
@VooiAppBot
🐦 @pigeon_trade_bot
Prove your #trading skills and get funded!
🥕 carrotfunding.io
Unlock your freedom
Please open Telegram to view this post
VIEW IN TELEGRAM
🔥1
This media is not supported in your browser
VIEW IN TELEGRAM
$IREN $NBIS $CLSK $NBIS $BITF $APLD | Jensen Huang: "AI has started the largest infrastructure buildout in human history. We’re now a few hundred billion dollars into it, there are trillions of dollars in infrastructure that need to be built."
$UEC $CCJ $UUUU $OKLO $SMR $NNE $LEU | Canada and India near a historic $2.8B #uranium deal as Cameco prepares a 10 year supply for India’s reactors.
With a 100GW target by 2047 and the new SHANTI Bill, this 8x increase from 2015 secures long term energy ties and fuel security.
With a 100GW target by 2047 and the new SHANTI Bill, this 8x increase from 2015 secures long term energy ties and fuel security.