🇨🇭 Global One SI - Prompt
$INFQ/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$INFQ – Sleeping Giant 🔥
Infleqtion just went public on NYSE – the FIRST neutral-atom quantum company ever.
Raised over $550M in fresh capital, 230+ patents, real products shipping, partnerships with NVIDIA, UK Gov & NASA.
Valued lower than peers like $IONQ but dominating BOTH computing AND sensing.
Infleqtion just went public on NYSE – the FIRST neutral-atom quantum company ever.
Raised over $550M in fresh capital, 230+ patents, real products shipping, partnerships with NVIDIA, UK Gov & NASA.
Valued lower than peers like $IONQ but dominating BOTH computing AND sensing.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF
✍1
U.S. Defense Department Targets 13 Critical Minerals for Supply Chain Expansion $MP $UAMY $TUNGF $UUUU $AREC $UURAF $ALOY $MTMCF
The Pentagon asked members of the Defense Industrial Base Consortium (DIBC), a group of more than 1,500 companies, universities and others that supply the military, for proposals to be submitted by March 20 for projects that could mine, process or recycle select minerals, the document showed. The minerals are:
1. Arsenic
2. Bismuth
3. Gadolinium
4. Germanium
5. Graphite
6. Hafnium
7. Nickel
8. Samarium
9. Tungsten
10. Vanadium
11. Ytterbium
12. Yttrium
13. Zirconium
The Pentagon asked for detailed information on the costs, including labor and material, needed to build a mine or processing facility. Projects could be awarded development funds ranging from $100 million to over $500 million, according to the request.
The Pentagon asked members of the Defense Industrial Base Consortium (DIBC), a group of more than 1,500 companies, universities and others that supply the military, for proposals to be submitted by March 20 for projects that could mine, process or recycle select minerals, the document showed. The minerals are:
1. Arsenic
2. Bismuth
3. Gadolinium
4. Germanium
5. Graphite
6. Hafnium
7. Nickel
8. Samarium
9. Tungsten
10. Vanadium
11. Ytterbium
12. Yttrium
13. Zirconium
The Pentagon asked for detailed information on the costs, including labor and material, needed to build a mine or processing facility. Projects could be awarded development funds ranging from $100 million to over $500 million, according to the request.
✍2
🇨🇭 Global One SI - Prompt
🚨 IT’S OFFICIAL: President Trump confirms we have an UNLIMITED supply of munitions, Iran is COOKED
🇺🇸 Is the United States going to run out of precision guided munitions?
No, no they are not.
SDB production capacity: 10,000/year
JDAM kit production capacity: 25,000/year
Total combined procurement of these weapons measures in the 100s of thousands.
With air superiority over Iran established, the US doesn't need to rely on exquisite stand off weapons to conduct strikes. They can use weapons like Small Diameter Bomb and Mark 80 series bombs with JDAM kits.
Air defense interceptors performed their role by defeating the initial missile attacks, and now Iran no longer has the means to generate large-scale missile raids. The expenditure rates for interceptors will drop accordingly.
No, no they are not.
SDB production capacity: 10,000/year
JDAM kit production capacity: 25,000/year
Total combined procurement of these weapons measures in the 100s of thousands.
With air superiority over Iran established, the US doesn't need to rely on exquisite stand off weapons to conduct strikes. They can use weapons like Small Diameter Bomb and Mark 80 series bombs with JDAM kits.
Air defense interceptors performed their role by defeating the initial missile attacks, and now Iran no longer has the means to generate large-scale missile raids. The expenditure rates for interceptors will drop accordingly.
✍1
🇨🇭 Global One SI - Prompt
🇺🇸 Is the United States going to run out of precision guided munitions? No, no they are not. SDB production capacity: 10,000/year JDAM kit production capacity: 25,000/year Total combined procurement of these weapons measures in the 100s of thousands.…
From a munitions perspective, the United States can maintain the current tempo virtually indefinitely.
That does not mean it should, or that every munition expended automatically brings the United States closer to achieving a desirable political outcome.
But claims that the United States will run out of precision-guided munitions needed to sustain the ongoing air campaign are unfounded.
That does not mean it should, or that every munition expended automatically brings the United States closer to achieving a desirable political outcome.
But claims that the United States will run out of precision-guided munitions needed to sustain the ongoing air campaign are unfounded.
🇨🇭 Global One SI - Prompt
SpaceX to be valued at $1.75T ahead of June IPO (3M from now). Having a weird feeling all your space stocks from $RKLB to $ASTS are going to be parabolic around the time of IPO day. Especially when everyone see SpaceX's next biggest competitor in Rocketlab…
$RKLB $FLY $VOYG - HUGE upside potential 🚀
This media is not supported in your browser
VIEW IN TELEGRAM
BREAKING: Scott Bessent says the US Treasury is removing all regulatory barriers for Bitcoin
$BTC jumped to $73K
$BTC jumped to $73K
🇨🇭 Global One SI - Prompt
From a munitions perspective, the United States can maintain the current tempo virtually indefinitely. That does not mean it should, or that every munition expended automatically brings the United States closer to achieving a desirable political outcome.…
This media is not supported in your browser
VIEW IN TELEGRAM
Pete Hegseth:
"We will be using 500-pound, 1,000-pound, and 2,000-pound GPS and laser-guided precision gravity bombs, of which we have a nearly unlimited stockpile."
The Iranian Islamic regime is absolutely fucked.
"We will be using 500-pound, 1,000-pound, and 2,000-pound GPS and laser-guided precision gravity bombs, of which we have a nearly unlimited stockpile."
The Iranian Islamic regime is absolutely fucked.
✍1
🇨🇭 Global One SI - Prompt
$IREN is building one of the largest AI data centers in the USA, with >4.5 GW secured power (Sweetwater 2 GW under way, Childress, new Oklahoma 1.6 GW). Mag7 + AI labs (Anthropic, OpenAI) desperately need MW for GPU scaling🤝
$IREN is scaling its AI cloud business aggressively.
✅ Adding >50,000 $NVDA B300 GPUs (Blackwell series, high-performance for AI training/inference).
✅ Total planned fleet → 150,000 GPUs (mix of prior + new).
✅ Phased deployment in H2 2026 at Mackenzie (BC) and Childress (TX) sites.
✅ Leverages vertically integrated model: owns renewable-powered data centers + direct GPU clusters for fast, cost-effective access.
✅ Emphasizes time-to-compute (quick availability) as a key edge in AI cloud market.
This positions $IREN as one of the largest global AI infrastructure providers; projects $3.7B+ annualized AI cloud revenue by end-2026.
✅ Adding >50,000 $NVDA B300 GPUs (Blackwell series, high-performance for AI training/inference).
✅ Total planned fleet → 150,000 GPUs (mix of prior + new).
✅ Phased deployment in H2 2026 at Mackenzie (BC) and Childress (TX) sites.
✅ Leverages vertically integrated model: owns renewable-powered data centers + direct GPU clusters for fast, cost-effective access.
✅ Emphasizes time-to-compute (quick availability) as a key edge in AI cloud market.
This positions $IREN as one of the largest global AI infrastructure providers; projects $3.7B+ annualized AI cloud revenue by end-2026.
🇮🇷 Iranians are buying Bitcoin and mass withdrawing it into self-custody amid the war.
#Bitcoin is the flight to safety 🙌
#Bitcoin is the flight to safety 🙌
Media is too big
VIEW IN TELEGRAM
🇨🇭 Global One SI - Prompt
US Drone Capabilites
🚨 The US Drone Arsenal Is Built for Long Wars
The scale is striking.
• MQ-9 Reaper: $36.8M
• MQ-1 Predator: $4.0M
• MQ-9 Global Hawk: $140M
• Raven micro-drone: $35K
Capabilities matter more than cost.
⚠️ Global Hawk range: 5,400 nautical miles
⚠️ Reaper endurance: 27 hours
⚠️ Predator endurance: 24 hours
These platforms allow persistent surveillance and precision strikes across entire regions.
That is exactly the type of capability dominating the current Middle East conflict.
Not mass troop deployments.
Continuous drone warfare over #energy infrastructure and strategic corridors.
The scale is striking.
• MQ-9 Reaper: $36.8M
• MQ-1 Predator: $4.0M
• MQ-9 Global Hawk: $140M
• Raven micro-drone: $35K
Capabilities matter more than cost.
⚠️ Global Hawk range: 5,400 nautical miles
⚠️ Reaper endurance: 27 hours
⚠️ Predator endurance: 24 hours
These platforms allow persistent surveillance and precision strikes across entire regions.
That is exactly the type of capability dominating the current Middle East conflict.
Not mass troop deployments.
Continuous drone warfare over #energy infrastructure and strategic corridors.
📙 Beige Book #FED:
▫️Economic activity increased slightly or moderately in 7 out of 12 districts. 5 districts - no change or decline (compared to 4 last time).
❗️Consumer spending increased slightly overall, but two districts report continued decline. Across the board - growth in price sensitivity, low-income consumers are cutting back on spending. Winter storms slowed retail traffic in several regions.
▫️Production improved: 8 districts report growth. Drivers - data centers and energy infrastructure.
❗️Employment was practically unchanged in 7 out of 12 districts. Reasons - rising costs, weak demand, and general uncertainty. Companies are increasingly adopting AI and automation - so far with a focus on productivity rather than staff reductions.
▫️Wages are rising moderately - competition for talent persists in certain segments, especially in manual labor professions.
▫️Prices are rising moderately in most districts. Key topic - tariff pressure: 9 districts mentioned tariffs as a factor of cost increase.
▫️The financial sector is stable or improving, the main driver being commercial lending. Residential real estate is under pressure from low supply and affordability issues.
▫️Forecasts are moderately optimistic - most districts expect slight or moderate economic growth in the coming months.
▫️Economic activity increased slightly or moderately in 7 out of 12 districts. 5 districts - no change or decline (compared to 4 last time).
❗️Consumer spending increased slightly overall, but two districts report continued decline. Across the board - growth in price sensitivity, low-income consumers are cutting back on spending. Winter storms slowed retail traffic in several regions.
▫️Production improved: 8 districts report growth. Drivers - data centers and energy infrastructure.
❗️Employment was practically unchanged in 7 out of 12 districts. Reasons - rising costs, weak demand, and general uncertainty. Companies are increasingly adopting AI and automation - so far with a focus on productivity rather than staff reductions.
▫️Wages are rising moderately - competition for talent persists in certain segments, especially in manual labor professions.
▫️Prices are rising moderately in most districts. Key topic - tariff pressure: 9 districts mentioned tariffs as a factor of cost increase.
▫️The financial sector is stable or improving, the main driver being commercial lending. Residential real estate is under pressure from low supply and affordability issues.
▫️Forecasts are moderately optimistic - most districts expect slight or moderate economic growth in the coming months.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Hormuz Tanker Traffic Just Collapsed
From 55–65 tankers per day in February
to almost zero in early March.
#HormuzStrait #Iran #oott
From 55–65 tankers per day in February
to almost zero in early March.
#HormuzStrait #Iran #oott
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Even a $50 Oil Spike May Not Break Inflation
Markets may be calmer than headlines suggest.
According to Apollo estimates:
• +$50/bbl oil shock lifts inflation by 0.7–1.0 percentage points in 2026
• Impact fades quickly through 2027–2028
In other words:
⚠️ A major oil spike hurts, but it is not a 1970s-style inflation shock.
Why markets are staying relatively calm:
• #Energy is a smaller share of CPI today
• The US is far less oil-import dependent
• Strategic reserves and shale act as buffers
So even with Middle East tensions and Hormuz risk, equity and bond markets are not pricing an inflation spiral.
They are pricing a temporary energy shock.
#oott
Markets may be calmer than headlines suggest.
According to Apollo estimates:
• +$50/bbl oil shock lifts inflation by 0.7–1.0 percentage points in 2026
• Impact fades quickly through 2027–2028
In other words:
⚠️ A major oil spike hurts, but it is not a 1970s-style inflation shock.
Why markets are staying relatively calm:
• #Energy is a smaller share of CPI today
• The US is far less oil-import dependent
• Strategic reserves and shale act as buffers
So even with Middle East tensions and Hormuz risk, equity and bond markets are not pricing an inflation spiral.
They are pricing a temporary energy shock.
#oott