🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
RBC Capital raises Micron $MU price target to $525 from $425.
Analyst Srini Pajjuri cites sustained memory pricing through 2026 and massive HBM content growth from next gen AI chips as key drivers for significant earnings revisions.
Analyst Srini Pajjuri cites sustained memory pricing through 2026 and massive HBM content growth from next gen AI chips as key drivers for significant earnings revisions.
🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Baird raises Micron $MU price target to $500 from $443.
Analyst Tristan Gerra highlights a severe DRAM supply shortage, with pricing expected to double this quarter as AI driven demand continues to outpace global production capacity.
Analyst Tristan Gerra highlights a severe DRAM supply shortage, with pricing expected to double this quarter as AI driven demand continues to outpace global production capacity.
Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Modules / Transceivers
$AAOI $FN $LITE $COHR $CIEN
Optical DSP / Networking ASICs
$MRVL $CRDO $AVGO
Switching / Ethernet Networking
$ANET $CSCO $HPE $DELL
Fiber Infrastructure / Connectors
$GLW $APH $TEL
Semiconductor Foundry (Photonics chips)
$TSM $GFS $UMC $TSEM
Semiconductor Equipment
$ASML $AMAT $LRCX $KLAC
Materials / Wafer Substrates
$AXTI $ENTG $LIN $APD
The AI optics market is growing 60% this year. InP substrate supply is 70% short of demand.
Copper can't keep up. This is AI's next bottleneck.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Modules / Transceivers
$AAOI $FN $LITE $COHR $CIEN
Optical DSP / Networking ASICs
$MRVL $CRDO $AVGO
Switching / Ethernet Networking
$ANET $CSCO $HPE $DELL
Fiber Infrastructure / Connectors
$GLW $APH $TEL
Semiconductor Foundry (Photonics chips)
$TSM $GFS $UMC $TSEM
Semiconductor Equipment
$ASML $AMAT $LRCX $KLAC
Materials / Wafer Substrates
$AXTI $ENTG $LIN $APD
The AI optics market is growing 60% this year. InP substrate supply is 70% short of demand.
Copper can't keep up. This is AI's next bottleneck.
🇨🇭 Global One SI - Prompt
$ONDS Range. Endurance. UK defense establishment. Ondas just got all three on a Monday morning. 🇬🇧🛫🔥 Until today, Ondas always had a range and endurance problem, but Rotron Aero just solved it. Ondas just secured long-range VTOL assets, autonomous strike…
Ondas $ONDS completed the acquisition of Rotron Aerospace on March 16.
The deal secures a UK defense footprint and access to the MoD ecosystem, while adding long range VTOL and propulsion tech to the Ondas Autonomous Systems portfolio.
The deal secures a UK defense footprint and access to the MoD ecosystem, while adding long range VTOL and propulsion tech to the Ondas Autonomous Systems portfolio.
🇨🇭 Global One SI - Prompt
$NNE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
NANO Nuclear $NNE aims to become the "railroad" of the nuclear industry by securing exclusive licenses for HALEU transport.
The NRC compliant system supports multiple fuel types, serving third party SMR and microreactor developers nationwide.
The NRC compliant system supports multiple fuel types, serving third party SMR and microreactor developers nationwide.
🇨🇭 Global One SI - Prompt
NANO Nuclear $NNE aims to become the "railroad" of the nuclear industry by securing exclusive licenses for HALEU transport. The NRC compliant system supports multiple fuel types, serving third party SMR and microreactor developers nationwide.
NANO Nuclear $NNE achieves a conceptual design milestone for its #HALEU transport system with partner GNS.
The proprietary package supports multiple advanced fuel types and targets NRC 10 CFR Part 71 certification to secure the U.S. supply chain.
The proprietary package supports multiple advanced fuel types and targets NRC 10 CFR Part 71 certification to secure the U.S. supply chain.
🇨🇭 Global One SI - Prompt
$LWLG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
The 2026/27 AI photonics stack quietly forming 🔥 $LWLG $ALMU
LWLG brings ultra-high-speed, low-power polymer modulators (>110GHz via Tower PH18 tapeouts this year).
ALMU delivers scalable III-V integration for sensing + full optical links on mainstream silicon.
Both hit Nvidia/hyperscaler pain points dead-on - power, speed, and capacity shortages in legacy tech.
Two small-caps riding the same multi-billion wave, still flying under mainstream radar.
LWLG brings ultra-high-speed, low-power polymer modulators (>110GHz via Tower PH18 tapeouts this year).
ALMU delivers scalable III-V integration for sensing + full optical links on mainstream silicon.
Both hit Nvidia/hyperscaler pain points dead-on - power, speed, and capacity shortages in legacy tech.
Two small-caps riding the same multi-billion wave, still flying under mainstream radar.
🇨🇭 Global One SI - Prompt
$MRVL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Marvell $MRVL and Lumentum $LITE demo optical circuit switching for AI data centers at OFC 2026.
Integrating 1.6T DSPs with the R300 OCS platform, the system delivers 10x lower latency and 98% less power usage than traditional packet switching.
Integrating 1.6T DSPs with the R300 OCS platform, the system delivers 10x lower latency and 98% less power usage than traditional packet switching.
🇨🇭 Global One SI - Prompt
$SERV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Freedom Capital Markets raises Serve Robotics $SERV price target to $18.
Analyst Dmitriy Pozdnyakov cites a 400% revenue jump and a raised $26M outlook for 2026 as the 2,000 robot fleet expands across 20 cities and into new hospital verticals.
Analyst Dmitriy Pozdnyakov cites a 400% revenue jump and a raised $26M outlook for 2026 as the 2,000 robot fleet expands across 20 cities and into new hospital verticals.
🇨🇭 Global One SI - Prompt
$EOSE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$EOSE $BE $VST $LEU $NNE | Europe Solid State Battery Market is projected to hit $624M by 2032.
Driven by a 28% CAGR, growth stems from automaker investments in safety and energy density. Germany leads the region, with EVs capturing 40% of the total market share.
Driven by a 28% CAGR, growth stems from automaker investments in safety and energy density. Germany leads the region, with EVs capturing 40% of the total market share.
- I kept most of Tehran's infrastructure intact - because its destruction would have resulted in years of reconstruction.
- I could have disabled power stations in one hour - but then their restoration would have taken years, and this would have been a real tragedy. That's why I try to refrain from such steps.
❗️As soon as all this ends, oil prices will plummet down.
❗️The war with Iran will soon end.
UPD: The Iranian agency Tasnim named the preliminary conditions under which Iran could open the Strait of Hormuz - guaranteed lifting of sanctions, withdrawal of American bases, return of frozen assets and development of trade not in dollars.
- Donald Trump may postpone his planned visit to China at the end of March - beginning of April due to the ongoing war in Iran.
- A Chinese representative on negotiations with the USA: "Both sides agreed to keep tariffs at a stable level".
- Five countries refused the USA to join the coalition on the Strait of Hormuz - China and France noted the need for a diplomatic settlement of the dispute in the region, Britain and Japan unequivocally refused, and South Korea promised to "consider the proposal and hold consultations".
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🇨🇭 Global One SI - Prompt
$OSS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$OSS Technologie Partner $AMD Goes All In on Edge AI and Launches Ryzen AI Embedded P100 Series: A New Benchmark for Industrial Edge AI
#AMD has officially unveiled the Ryzen AI Embedded P100 Series, a next-gen processor portfolio designed to bring scalable, high-efficiency AI compute (AI-on-Chip) to the industrial edge.
Key Technical Breakthroughs:
🔹Triple-Threat Architecture: Combines "Zen 5" CPU cores, RDNA 3.5 graphics, and XDNA 2-based NPUs for low-latency, power-efficient inference.
🔹Performance Leap: Delivers up to 2x CPU cores and a 36% increase in system TOPS compared to previous generations.
🔹Open Ecosystem: Supports the AMD ROCm™ open-source software stack, allowing developers to run models like Llama 3.2-Vision and YOLOv12 without vendor lock-in.
🔹Mixed-Criticality Ready: Architecture enables efficient workload partitioning and virtualization—critical for always-on industrial automation and medical imaging.
With industry giants like Advantech, congatec, and Kontron planning production shipments by mid-2026, AMD is positioning itself to dominate the "Physical AI" market in robotics and 3D health imaging.
#AMD has officially unveiled the Ryzen AI Embedded P100 Series, a next-gen processor portfolio designed to bring scalable, high-efficiency AI compute (AI-on-Chip) to the industrial edge.
Key Technical Breakthroughs:
🔹Triple-Threat Architecture: Combines "Zen 5" CPU cores, RDNA 3.5 graphics, and XDNA 2-based NPUs for low-latency, power-efficient inference.
🔹Performance Leap: Delivers up to 2x CPU cores and a 36% increase in system TOPS compared to previous generations.
🔹Open Ecosystem: Supports the AMD ROCm™ open-source software stack, allowing developers to run models like Llama 3.2-Vision and YOLOv12 without vendor lock-in.
🔹Mixed-Criticality Ready: Architecture enables efficient workload partitioning and virtualization—critical for always-on industrial automation and medical imaging.
With industry giants like Advantech, congatec, and Kontron planning production shipments by mid-2026, AMD is positioning itself to dominate the "Physical AI" market in robotics and 3D health imaging.
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$OKLO $LEU $NNE $UUUU $USAR $UAMY | Secretary Wright: "If President Trump hadn't have been elected, our energy studies show we would have a massive increase in blackouts right now."