🇨🇭 Global One SI - Prompt
I asked Grok to explain Terafab to me. Then I asked Grok Imagine to diagram Terafab.
This media is not supported in your browser
VIEW IN TELEGRAM
Tesla just declared WAR on the Semiconductor Giants. 🛡️💻
In 7 days, construction begins on Terafab - Tesla’s ground-up 2nm chip foundry. This isn't just a factory; it’s the birth of "Silicon Sovereignty."
Why the industry is shaking:
🚀 The End of the "TSMC Queue"
Tesla is done waiting.
With $TSMC and $SSNLF maxed out and 2nm yields struggling, Elon is taking the "Apple Model" to the extreme:
Designing AND manufacturing his own silicon.
No more middleman markups.
🌊 The 1 Million Wafer Goal
Tesla aims for 1,000,000 wafer starts/month by 2030.
• The Scale: That matches the entire current global output of TSMC.
• The Mission: Powering 20M+ EVs, 100M+ Optimus robots, and the Dojo Supercomputer.
⚡ The 2nm "GAA" Edge
They aren't building "legacy" tech.
Terafab focuses on 2nm nodes.
• AI6 Chip: Expected to deliver 5x the inference power of HW 4.0 at 40% less energy.
• Impact: Real-time FSD processing that makes current AI look like a calculator.
💰 The $25B Gamble
The price tag? $20–$25 Billion.
• War Chest: With $44B cash on hand, $TSLA is self-funding this revolution.
• Margin Play: Owning the entire compute stack means massive profit expansion per unit.
The Verdict: Elon Musk is building the "General Motors of Intelligence." If you control the chips, you control the future of AI and Robotics. 🤖🚗
The 7-day countdown starts now. ⏳
#Tesla #Terafab #AI #ElonMusk #Semiconductors #FSD #Optimus #Dojo
In 7 days, construction begins on Terafab - Tesla’s ground-up 2nm chip foundry. This isn't just a factory; it’s the birth of "Silicon Sovereignty."
Why the industry is shaking:
🚀 The End of the "TSMC Queue"
Tesla is done waiting.
With $TSMC and $SSNLF maxed out and 2nm yields struggling, Elon is taking the "Apple Model" to the extreme:
Designing AND manufacturing his own silicon.
No more middleman markups.
🌊 The 1 Million Wafer Goal
Tesla aims for 1,000,000 wafer starts/month by 2030.
• The Scale: That matches the entire current global output of TSMC.
• The Mission: Powering 20M+ EVs, 100M+ Optimus robots, and the Dojo Supercomputer.
⚡ The 2nm "GAA" Edge
They aren't building "legacy" tech.
Terafab focuses on 2nm nodes.
• AI6 Chip: Expected to deliver 5x the inference power of HW 4.0 at 40% less energy.
• Impact: Real-time FSD processing that makes current AI look like a calculator.
💰 The $25B Gamble
The price tag? $20–$25 Billion.
• War Chest: With $44B cash on hand, $TSLA is self-funding this revolution.
• Margin Play: Owning the entire compute stack means massive profit expansion per unit.
The Verdict: Elon Musk is building the "General Motors of Intelligence." If you control the chips, you control the future of AI and Robotics. 🤖🚗
The 7-day countdown starts now. ⏳
#Tesla #Terafab #AI #ElonMusk #Semiconductors #FSD #Optimus #Dojo
🇨🇭 Global One SI - Prompt
The Iran war has a second supply crisis nobody is pricing. It’s not oil. It’s food. $NTR hit a 52-week high this week. $CF is up 77% YTD. And the trade still has legs, but only if you buy the right name. Here’s why: 1. Hormuz isn’t just an oil chokepoint…
7 Critical Minerals & Fertilizer Stocks Need for Food Security
Food security is no longer just a farming issue — it’s national security. Rising populations, climate volatility, and geopolitical tensions are turning agriculture and fertilizer into one of the most strategically important sectors.
Why This Matters Now
- Geopolitical risk – Middle East tensions could disrupt energy and ammonia exports, key for fertilizer production.
- Rising energy prices – Natural gas is the backbone of nitrogen fertilizer; higher costs → higher fertilizer prices.
- Limited arable land – Farmers must maximize yields → more fertilizer, seeds, and crop tech demand.
- Critical minerals – Potash, phosphate, and other minerals are essential to feed the world.
Fertilizer Producers
$NTR – Global potash leader
$CF – Energy-linked margins
$MOS – Phosphate leverage
$IPI – Small-cap, high-beta play
Crop Tech & Seeds
$CTVA – Advanced seeds and crop protection
$ADM – Global grain logistics & trading
Mining / Critical Minerals
$LTHM – Lithium, potash, and other minerals needed for fertilizers and agriculture technology
Food is becoming geopolitically strategic:
• Fertilizer = energy-dependent & geopolitically sensitive
• Crop tech = maximizing yield in limited land
• Critical minerals = essential for fertilizer & agriculture infrastructure
Investors who spot this convergence early could ride short-term momentum while positioning for long-term structural growth.
Food security is no longer just a farming issue — it’s national security. Rising populations, climate volatility, and geopolitical tensions are turning agriculture and fertilizer into one of the most strategically important sectors.
Why This Matters Now
- Geopolitical risk – Middle East tensions could disrupt energy and ammonia exports, key for fertilizer production.
- Rising energy prices – Natural gas is the backbone of nitrogen fertilizer; higher costs → higher fertilizer prices.
- Limited arable land – Farmers must maximize yields → more fertilizer, seeds, and crop tech demand.
- Critical minerals – Potash, phosphate, and other minerals are essential to feed the world.
Fertilizer Producers
$NTR – Global potash leader
$CF – Energy-linked margins
$MOS – Phosphate leverage
$IPI – Small-cap, high-beta play
Crop Tech & Seeds
$CTVA – Advanced seeds and crop protection
$ADM – Global grain logistics & trading
Mining / Critical Minerals
$LTHM – Lithium, potash, and other minerals needed for fertilizers and agriculture technology
Food is becoming geopolitically strategic:
• Fertilizer = energy-dependent & geopolitically sensitive
• Crop tech = maximizing yield in limited land
• Critical minerals = essential for fertilizer & agriculture infrastructure
Investors who spot this convergence early could ride short-term momentum while positioning for long-term structural growth.
✍1
America's Import Reliance: Critical Minerals
🇨🇳 China — Arsenic (100%)
🇲🇽 Mexico — Fluorspar (100%)
🇨🇳 China — Gallium (100%)
🇨🇳 China — Graphite (100%)
🇰🇷 South Korea — Indium (100%)
🇬🇦 Gabon — Manganese (100%)
🇧🇷 Brazil — Niobium (100%)
🇪🇺 EU — Scandium (100%)
🇨🇳 China — Tantalum (100%)
🇨🇳 China — Yttrium (100%)
The U.S. is 100% import-reliant for 12 minerals essential to defense and tech.
🇨🇳 China — Arsenic (100%)
🇲🇽 Mexico — Fluorspar (100%)
🇨🇳 China — Gallium (100%)
🇨🇳 China — Graphite (100%)
🇰🇷 South Korea — Indium (100%)
🇬🇦 Gabon — Manganese (100%)
🇧🇷 Brazil — Niobium (100%)
🇪🇺 EU — Scandium (100%)
🇨🇳 China — Tantalum (100%)
🇨🇳 China — Yttrium (100%)
The U.S. is 100% import-reliant for 12 minerals essential to defense and tech.
🚨Update: DAY 16 - IRAN MISSILE & DRONE LAUNCHES:
🚀 BALLISTIC MISSILES:
🔺Day 1 — 350
🔺Day 2 — 175
🔺Day 3 — 120
🔺Day 4 — 50
🔺Day 5 — 40
🔺Day 6 — 32
🔺Day 7 — 28
🔺Day 8 — 15
🔺Day 9 — 21
🔺Day 10 — 18
🔺Day 11 — 24
🔺Day 12 — 14
🔺Day 13 — 11
🔺Day 14 — 16
🔺Day 15 — 12
🔺Day 16 — 19
🛸 DRONE SWARMS:
♦️Day 1 — 294
♦️Day 2 — 541
♦️Day 3 — 200
♦️Day 4 — 85
♦️Day 5 — 45
♦️Day 6 — 38
♦️Day 7 — 30
♦️Day 8 — 12
♦️Day 9 — 134
♦️Day 10 — 112
♦️Day 11 — 95
♦️Day 12 — 82
♦️Day 13 — 64
♦️Day 14 — 78
♦️Day 15 — 105
♦️Day 16 — 122
♦️Day 16 strikes targeted major UAE ports and Saudi energy fields after coalition attacks on Kharg Island's oil infrastructure!
🚀 BALLISTIC MISSILES:
🔺Day 1 — 350
🔺Day 2 — 175
🔺Day 3 — 120
🔺Day 4 — 50
🔺Day 5 — 40
🔺Day 6 — 32
🔺Day 7 — 28
🔺Day 8 — 15
🔺Day 9 — 21
🔺Day 10 — 18
🔺Day 11 — 24
🔺Day 12 — 14
🔺Day 13 — 11
🔺Day 14 — 16
🔺Day 15 — 12
🔺Day 16 — 19
🛸 DRONE SWARMS:
♦️Day 1 — 294
♦️Day 2 — 541
♦️Day 3 — 200
♦️Day 4 — 85
♦️Day 5 — 45
♦️Day 6 — 38
♦️Day 7 — 30
♦️Day 8 — 12
♦️Day 9 — 134
♦️Day 10 — 112
♦️Day 11 — 95
♦️Day 12 — 82
♦️Day 13 — 64
♦️Day 14 — 78
♦️Day 15 — 105
♦️Day 16 — 122
♦️Day 16 strikes targeted major UAE ports and Saudi energy fields after coalition attacks on Kharg Island's oil infrastructure!
This media is not supported in your browser
VIEW IN TELEGRAM
The future of package delivery is self-driving vehicles paired with humanoids
🇨🇭 Global One SI - Prompt
🚨 A developer built an AI engine that simulates thousands of people to predict the future. It's called MiroFish. You upload a news article, policy draft, or financial report and it spins up a full parallel digital world with thousands of AI agents that have…
This media is not supported in your browser
VIEW IN TELEGRAM
Me realizing that thanks to that Chinese quant kid and MiroFish simulator I can now build the perfect bot that simulates every future scenario and auto-trades #Polymarket.. so I never have to grind for 6 figs again
✍1
🇨🇭 Global One SI - Prompt
Andrej Karpathy just mapped every job in the US economy by AI exposure. 342 occupations scored 0-10. The results are brutal for anyone who works on a screen. Here's what the data shows: 1. 42% of all US jobs score 7 or higher for AI exposure. That's 59.9…
This media is not supported in your browser
VIEW IN TELEGRAM
2022 - student
2023 - developer
2024 - prompt eng
2025 - vibe coder
2026 - AI agent
2027 - plumber
2023 - developer
2024 - prompt eng
2025 - vibe coder
2026 - AI agent
2027 - plumber
🇨🇭 Global One SI - Prompt
🚨 A developer built an AI engine that simulates thousands of people to predict the future. It's called MiroFish. You upload a news article, policy draft, or financial report and it spins up a full parallel digital world with thousands of AI agents that have…
A Chinese student got $4M for an AI that simulates how thousands of people react to any event
Problem: it was Chinese-only and required cloud APIs.
I made it fully local + English
Here's what MiroFish-Offline does and why it matters 🧵
MiroFish is a multi-agent simulation engine: upload any document (press release, policy draft, financial report), and it generates hundreds of AI agents with unique personalities that simulate the public reaction on social media. Posts, arguments, opinion shifts — hour by hour.
The original MiroFish was built for the Chinese market (Chinese UI, Zep Cloud for knowledge graphs, DashScope API). This fork makes it fully local and fully English:
github.com/nikmcfly/MiroFish-Offline
Problem: it was Chinese-only and required cloud APIs.
I made it fully local + English
Here's what MiroFish-Offline does and why it matters 🧵
MiroFish is a multi-agent simulation engine: upload any document (press release, policy draft, financial report), and it generates hundreds of AI agents with unique personalities that simulate the public reaction on social media. Posts, arguments, opinion shifts — hour by hour.
The original MiroFish was built for the Chinese market (Chinese UI, Zep Cloud for knowledge graphs, DashScope API). This fork makes it fully local and fully English:
github.com/nikmcfly/MiroFish-Offline
✍2
This media is not supported in your browser
VIEW IN TELEGRAM
🚨 Are you paying attention right now?
Your parents told you to stay in school so you wouldn't end up a janitor.. You took on $100K in student loans, got a degree, landed a desk job, and felt safe..
Now Karpathy just ran the numbers and the janitor's job is safer than yours..
The entire system told you to move away from physical work and toward screens... Turns out the screen is exactly where AI lives. You walked right into its office.
The safest career in the AI age is the one your guidance counselor told you to avoid..
You should go buy land and start farming.
Your parents told you to stay in school so you wouldn't end up a janitor.. You took on $100K in student loans, got a degree, landed a desk job, and felt safe..
Now Karpathy just ran the numbers and the janitor's job is safer than yours..
The entire system told you to move away from physical work and toward screens... Turns out the screen is exactly where AI lives. You walked right into its office.
The safest career in the AI age is the one your guidance counselor told you to avoid..
You should go buy land and start farming.
✍1
🇨🇭 Global One SI - Prompt
A Chinese student got $4M for an AI that simulates how thousands of people react to any event Problem: it was Chinese-only and required cloud APIs. I made it fully local + English Here's what MiroFish-Offline does and why it matters 🧵 MiroFish is a multi…
This media is not supported in your browser
VIEW IN TELEGRAM
Me after reading how a Chinese student made a future-predicting AI by vibe coding in just 10 days
The U.S. nuclear pipeline now spans 23 active projects and 11.8+ GW of planned capacity, from microreactor groundbreakings to large LWR combined license applications.
Tracker below. Data sourced from NRC, DOE, and project developers.
Key milestones (March 2026):
• TerraPower Kemmerer construction permit issued, first commercial non-LWR permit in 40+ years
• Palisades restart imminent.
• DOE Pilot Program targeting criticality by July 4
• Crane Clean Energy Center (TMI-1) on track for 2027
• Fermi America COLA accepted, first large LWR application in 15+ years
• MARVEL PDSA approved Mar 11, INL microreactor clears path to criticality
$CEG $BWXT $SMR $OKLO $LEU $CCJ
Tracker below. Data sourced from NRC, DOE, and project developers.
Key milestones (March 2026):
• TerraPower Kemmerer construction permit issued, first commercial non-LWR permit in 40+ years
• Palisades restart imminent.
• DOE Pilot Program targeting criticality by July 4
• Crane Clean Energy Center (TMI-1) on track for 2027
• Fermi America COLA accepted, first large LWR application in 15+ years
• MARVEL PDSA approved Mar 11, INL microreactor clears path to criticality
$CEG $BWXT $SMR $OKLO $LEU $CCJ