🇨🇭 Global One SI - Prompt
$ORCL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$ORCL $553B backlog is the most misunderstood number in markets right now.
Everyone is celebrating. Nobody is stress-testing it.
The Iran war is hammering equities and oil is near $100. S&P closed its worst three-week run in a year. And in the middle of all this chaos, Oracle dropped a blowout earnings report that actually deserves serious analysis, not cheerleading.
Let me do what Wall Street won't.
1/ THE HEADLINE IS REAL
Oracle reported fiscal Q3 2026 results that surpassed Wall Street estimates across virtually every critical metric. Cloud revenue surged 44% year-over-year to $8.9 billion, while remaining performance obligations, the company's forward contracted backlog, hit a staggering $553 billion, up 325% from a year prior.
AI infrastructure revenue grew 243% year over year, and multicloud database revenue exploded 531%.
These are not ordinary numbers. This is a company that was written off as a legacy database dinosaur three years ago now sitting on what may be the single largest contracted AI revenue pipeline in the world.
The stock popped 12% on earnings. And that's actually where things get interesting.
Everyone is celebrating. Nobody is stress-testing it.
The Iran war is hammering equities and oil is near $100. S&P closed its worst three-week run in a year. And in the middle of all this chaos, Oracle dropped a blowout earnings report that actually deserves serious analysis, not cheerleading.
Let me do what Wall Street won't.
1/ THE HEADLINE IS REAL
Oracle reported fiscal Q3 2026 results that surpassed Wall Street estimates across virtually every critical metric. Cloud revenue surged 44% year-over-year to $8.9 billion, while remaining performance obligations, the company's forward contracted backlog, hit a staggering $553 billion, up 325% from a year prior.
AI infrastructure revenue grew 243% year over year, and multicloud database revenue exploded 531%.
These are not ordinary numbers. This is a company that was written off as a legacy database dinosaur three years ago now sitting on what may be the single largest contracted AI revenue pipeline in the world.
The stock popped 12% on earnings. And that's actually where things get interesting.
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🇨🇭 Global One SI - Prompt
$LWLG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$LWLG 🔥
Just in from contacts near the Tower ecosystem: The LWLG polymer modulator integration into PH18 is accelerating hard - multiple engineering tapeouts locked in throughout 2026 to hit >110GHz bandwidth and ultra-low-power 200G/400G lanes.
This embeds LWLG’s designs straight into Tower’s mainstream silicon photonics PDK, so hyperscalers can plug-and-play without custom fabs.
Stock already popped 40%+ on the March 11 announcement because this is massive de-risking: from pure material play to foundry-ready AI infra tech.
Cash runway now solid into late 2027 after recent raises, enough to fund every tapeout + early customer samples.
2026 becomes the validation year; revenue path suddenly looks real.
Just in from contacts near the Tower ecosystem: The LWLG polymer modulator integration into PH18 is accelerating hard - multiple engineering tapeouts locked in throughout 2026 to hit >110GHz bandwidth and ultra-low-power 200G/400G lanes.
This embeds LWLG’s designs straight into Tower’s mainstream silicon photonics PDK, so hyperscalers can plug-and-play without custom fabs.
Stock already popped 40%+ on the March 11 announcement because this is massive de-risking: from pure material play to foundry-ready AI infra tech.
Cash runway now solid into late 2027 after recent raises, enough to fund every tapeout + early customer samples.
2026 becomes the validation year; revenue path suddenly looks real.
✍1
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🇮🇱🇮🇷 An IDF spokesperson told CNN: Israel plans to continue its campaign against Iran for at least another three weeks, with “thousands of targets” still remaining to be struck.
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🇨🇭 Global One SI - Prompt
🚨 Elon said all jobs will be optional. Everyone's calling him crazy. This is the same guy who said he'd make electric cars mainstream. They laughed. He did it. Said he'd land rockets back on earth. They laughed. He did it. Said he'd put internet in space.…
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Andrej Karpathy released a project scoring all 342 U.S. occupations on how exposed they are to AI using an LLM & BLS data.
The college premium that defined American aspiration for decades may get repriced as AI starts doing knowledge work for free & a skilled plumber can out-earn a data analyst.
The college premium that defined American aspiration for decades may get repriced as AI starts doing knowledge work for free & a skilled plumber can out-earn a data analyst.
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🚨Video: Israeli Hermes-900 hunting IRGC drone operators before they could launch Shahed-136 attack drones.
Watch carefully.
This is what modern warfare actually looks like… silent… patient… surgical.
An Israeli Air Force Hermes-900 UAV tracked a group of IRGC Aerospace Force officers in Kermanshah as they prepared to launch Shahed-136 one-way attack drones.
They never got the chance.
The Hermes-900 stayed overhead… watching… confirming… tracking.
Then the strike.
Precision Mikholit air-to-surface bombs dropped directly onto the operators one by one.
No battlefield.
No warning.
No escape.
Just a quiet drone in the sky and the moment your operation ends.
This is the reality of persistent ISR warfare.
30+ hours in the air.
Electro-optical and thermal sensors.
Satellite-linked targeting.
Precision munitions designed to eliminate launch teams before drones ever leave the rack.
Destroy the operators… and the entire drone attack disappears before it even begins.
The Shahed-136 was designed as a cheap saturation weapon.
But when the launch crew is eliminated first… the weapon never leaves the ground.
Modern warfare is no longer about massive armies colliding.
It is about who sees first… tracks first… and strikes first.
And tonight the Hermes-900 saw everything.
Watch the video. The drawing of the Hermes may be AI, but the video is not…. You can’t take any chances being a conservative reporting on a war.
#SilentMajoritySpeaks
#AStoneGroove
Watch carefully.
This is what modern warfare actually looks like… silent… patient… surgical.
An Israeli Air Force Hermes-900 UAV tracked a group of IRGC Aerospace Force officers in Kermanshah as they prepared to launch Shahed-136 one-way attack drones.
They never got the chance.
The Hermes-900 stayed overhead… watching… confirming… tracking.
Then the strike.
Precision Mikholit air-to-surface bombs dropped directly onto the operators one by one.
No battlefield.
No warning.
No escape.
Just a quiet drone in the sky and the moment your operation ends.
This is the reality of persistent ISR warfare.
30+ hours in the air.
Electro-optical and thermal sensors.
Satellite-linked targeting.
Precision munitions designed to eliminate launch teams before drones ever leave the rack.
Destroy the operators… and the entire drone attack disappears before it even begins.
The Shahed-136 was designed as a cheap saturation weapon.
But when the launch crew is eliminated first… the weapon never leaves the ground.
Modern warfare is no longer about massive armies colliding.
It is about who sees first… tracks first… and strikes first.
And tonight the Hermes-900 saw everything.
Watch the video. The drawing of the Hermes may be AI, but the video is not…. You can’t take any chances being a conservative reporting on a war.
#SilentMajoritySpeaks
#AStoneGroove
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🇨🇭 Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI
While retail was panic-selling $IREN on the $6B ATM headline, Wall Street was quietly reiterating $80–$94 price targets.
Every. Single. Analyst. Held firm.
The $6B ATM dropped. Stock sold off in panic.
Jim Chanos came out swinging. Bears called it AMC 2.0.
Here's what actually happened:
Every single analyst reiterated BUY.
Not ONE downgrade.
> Roth MKM: $94 PT — BUY (03/05/26)
> B. Riley Securities: $83 PT — BUY (03/09/26)
> H.C. Wainwright: $80 PT — BUY (03/05/26)
> Cantor Fitzgerald: $82 PT — BUY (03/04/26)
That's 4 firms. 4 buys. 92–126% upside implied. All reiterated AFTER the ATM announcement.
The analysts who actually model this business didn't flinch.
Think about why.
The bear case completely misreads what the ATM is:
This isn't distress financing. This isn't AMC selling shares to survive.
$IREN already has $9.3B in secured funding. They didn't need this.
This is opportunistic, at-market capital to accelerate growth.
The $6B ATM directly supports a $9.7B Microsoft contract and a target of 150,000 GPUs by year-end scaling toward $3.4B in annualized run-rate revenue by end of 2026.
AMC sold shares to plug losses.
$IREN is laying out an opportunity to sell shares to expand.
> Expand the fleet.
> Expand site portfolio.
This is simply the rule of growth; It cost money to make money.
The setup right now:
> 150,000 GPUs incoming
> Microsoft contract: $9.7B
> $3.7B+ annualized AI Cloud run-rate proj. by late 2026
> $9.3B total secured funding, fully funded without touching the ATM
4 analysts. 4 buys. Zero sells.
ZERO downgrades post-ATM.
The market panicked at the headline.
The analysts read the details.
That gap between retail fear and institutional conviction is exactly where the money is made.
Every. Single. Analyst. Held firm.
The $6B ATM dropped. Stock sold off in panic.
Jim Chanos came out swinging. Bears called it AMC 2.0.
Here's what actually happened:
Every single analyst reiterated BUY.
Not ONE downgrade.
> Roth MKM: $94 PT — BUY (03/05/26)
> B. Riley Securities: $83 PT — BUY (03/09/26)
> H.C. Wainwright: $80 PT — BUY (03/05/26)
> Cantor Fitzgerald: $82 PT — BUY (03/04/26)
That's 4 firms. 4 buys. 92–126% upside implied. All reiterated AFTER the ATM announcement.
The analysts who actually model this business didn't flinch.
Think about why.
The bear case completely misreads what the ATM is:
This isn't distress financing. This isn't AMC selling shares to survive.
$IREN already has $9.3B in secured funding. They didn't need this.
This is opportunistic, at-market capital to accelerate growth.
The $6B ATM directly supports a $9.7B Microsoft contract and a target of 150,000 GPUs by year-end scaling toward $3.4B in annualized run-rate revenue by end of 2026.
AMC sold shares to plug losses.
$IREN is laying out an opportunity to sell shares to expand.
> Expand the fleet.
> Expand site portfolio.
This is simply the rule of growth; It cost money to make money.
The setup right now:
> 150,000 GPUs incoming
> Microsoft contract: $9.7B
> $3.7B+ annualized AI Cloud run-rate proj. by late 2026
> $9.3B total secured funding, fully funded without touching the ATM
4 analysts. 4 buys. Zero sells.
ZERO downgrades post-ATM.
The market panicked at the headline.
The analysts read the details.
That gap between retail fear and institutional conviction is exactly where the money is made.
🔥1
💥 BREAKING: Israel has approved $826 million (NIS 2.6 billion) in emergency military procurement funding amid the ongoing war with Iran.
Source: Times of Israel
Source: Times of Israel
🇨🇭 Global One SI - Prompt
Elon Musk’s Plan to reach a Kardashev Type II Civilization 1. Move AI off Earth and into space AI needs massive power and cooling. Earth cannot scale this without damaging the environment and society. Space has constant sunlight, natural cooling, and unlimited…
🔥 Elon is the only one who truly sees it:
the AI race and the space race are ultimately one race.
AI progress explodes → training/inference needs skyrocket.
Energy, rare materials, cooling, land—all hit planetary walls quickly.
Space solves it permanently:
✅Unlimited solar in orbit (no atmosphere, no night)
✅Asteroids & lunar resources for chips & materials
✅Starship-level launches → cheap orbital/lunar mega data centers
No bureaucracy, no scarcity.
Endgame: winning at AI means climbing the Kardashev scale (Type 2+ civilization).
Musk's moves—SpaceX for access, xAI/Tesla for intelligence—tie it together.
Others fight on Earth.
He builds toward the stars.
That's the edge. 🚀
the AI race and the space race are ultimately one race.
AI progress explodes → training/inference needs skyrocket.
Energy, rare materials, cooling, land—all hit planetary walls quickly.
Space solves it permanently:
✅Unlimited solar in orbit (no atmosphere, no night)
✅Asteroids & lunar resources for chips & materials
✅Starship-level launches → cheap orbital/lunar mega data centers
No bureaucracy, no scarcity.
Endgame: winning at AI means climbing the Kardashev scale (Type 2+ civilization).
Musk's moves—SpaceX for access, xAI/Tesla for intelligence—tie it together.
Others fight on Earth.
He builds toward the stars.
That's the edge. 🚀
✍1
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LET’S FUCKIN GOOOO
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Logitech Unveils MX Ink: #MixedReality Stylus for Meta Quest with Precision Pen-Like Design
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Holy…S 😳
This isn’t fabric.
It’s electronic skin,woven with dense fiber and textile sensors that can detect pressure, touch, deformation, and subtle contact changes in real time.
Now imagine humanoid robots covered in it,especially on dexterous hands.
humanoids could truly touch and understand the physical world and even humans.
(from Shanghai JQ INDUSTRIES )
This isn’t fabric.
It’s electronic skin,woven with dense fiber and textile sensors that can detect pressure, touch, deformation, and subtle contact changes in real time.
Now imagine humanoid robots covered in it,especially on dexterous hands.
humanoids could truly touch and understand the physical world and even humans.
(from Shanghai JQ INDUSTRIES )
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