🇨🇭 Global One SI - Prompt
Micron $MU prices cash tender offers for $5.4B in senior notes. Pricing ranges from $1,048 to $1,079 per $1,000 principal, targeting series due between 2031 and 2035. With spreads of 20 to 65 basis points over Treasuries, settlement is expected on April…
$MU $SNDK $WDC $STX | Memory stocks rebound as the TurboQuant "demand shock" narrative reverses.
Analysts view the 20% selloff as an overreaction, noting that AI efficiency historically expands total demand.
Analysts view the 20% selloff as an overreaction, noting that AI efficiency historically expands total demand.
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Robotics: coding agents’ next frontier.
So how good are they?
We introduce CaP-X: an open-source framework and benchmark for coding agents, where they write code for robot perception and control, execute it on sim and real robots, observe the outcomes, and iteratively improve code reliability.
capgym.github.io
So how good are they?
We introduce CaP-X: an open-source framework and benchmark for coding agents, where they write code for robot perception and control, execute it on sim and real robots, observe the outcomes, and iteratively improve code reliability.
capgym.github.io
✍1
🇨🇭 Global One SI - Prompt
Robotics: coding agents’ next frontier. So how good are they? We introduce CaP-X: an open-source framework and benchmark for coding agents, where they write code for robot perception and control, execute it on sim and real robots, observe the outcomes, and…
This media is not supported in your browser
VIEW IN TELEGRAM
At the core of CaP-X is CaP-Gym: an open-source simulation playground for robot agents spanning 187 community standard tasks: robosuite, LIBERO-PRO, and BEHAVIOR. It is designed to be easy to extend with new environments and skills, while a web-based chat UI and robot visualizer powered by Viser make it easy to inspect and interact with agents.
🇨🇭 Global One SI - Prompt
Robotics: coding agents’ next frontier. So how good are they? We introduce CaP-X: an open-source framework and benchmark for coding agents, where they write code for robot perception and control, execute it on sim and real robots, observe the outcomes, and…
Instead of end-to-end models spitting out actions, it lets LLMs write Python code to control robots, perception, planning, execution, and error recovery all through code. Super interpretable.
Even better, they’ve already tested it on the AgiBot G1 humanoid robot in the real world. You give one natural language instruction, and the robot generates code to handle tasks like picking, stacking, wiping spills, and two-arm coordination,with strong zero-shot performance.
This feels like giving humanoid robots a much smarter and more flexible brain.
github.com/capgym/cap-x
Even better, they’ve already tested it on the AgiBot G1 humanoid robot in the real world. You give one natural language instruction, and the robot generates code to handle tasks like picking, stacking, wiping spills, and two-arm coordination,with strong zero-shot performance.
This feels like giving humanoid robots a much smarter and more flexible brain.
github.com/capgym/cap-x
👀1
🇨🇭 Global One SI - Prompt
$OKLO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Oklo $OKLO and Blykalla expand their partnership to accelerate fast reactor commercialization.
The companies plan to invest up to $200M and deploy 40 engineers to support Oklo’s DOE backed pilot project, merging U.S. and Swedish nuclear expertise.
The companies plan to invest up to $200M and deploy 40 engineers to support Oklo’s DOE backed pilot project, merging U.S. and Swedish nuclear expertise.
The dagger⚔️
The gun🔫
The phone📱
The chip🤖
NVIDIA is worth 2.5x Saudi aramco
The market thinks chips beat barrels🛢️
Tech owns the global top 10 and Oil looks like yesterday's game.
But every Nvidia GPU runs on minerals China controls at 90%.
Every data center needs power.
And the world's most advanced chips are made in an island Beijing has publicly said it intends to take.
The AI era looks weightless.... It isn't.
In my latest article I cover what the market is missing:
→ How China built a processing monopoly over every material that matters, while the West wasn't watching
→ Why Taiwan is not a sovereignty dispute but the central node of AI hardware
→ What Venezuela, Iran, and Russia have in common right now
→ Why Europe is more trapped than it admits
→ 4 ways the Iran war ends and what each one costs China
The fight over this era's weapon has already started.
Most people just haven't noticed yet.
The gun🔫
The phone📱
The chip🤖
NVIDIA is worth 2.5x Saudi aramco
The market thinks chips beat barrels🛢️
Tech owns the global top 10 and Oil looks like yesterday's game.
But every Nvidia GPU runs on minerals China controls at 90%.
Every data center needs power.
And the world's most advanced chips are made in an island Beijing has publicly said it intends to take.
The AI era looks weightless.... It isn't.
In my latest article I cover what the market is missing:
→ How China built a processing monopoly over every material that matters, while the West wasn't watching
→ Why Taiwan is not a sovereignty dispute but the central node of AI hardware
→ What Venezuela, Iran, and Russia have in common right now
→ Why Europe is more trapped than it admits
→ 4 ways the Iran war ends and what each one costs China
The fight over this era's weapon has already started.
Most people just haven't noticed yet.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Is The US really leaving Hormuz?
They import 0.4 million barrels/day through it
Guess who imports 5.4 million?
🇨🇳 China 5.4 mb/d
🇮🇳 India 2.1 mb/d
🌏 Rest of Asia 2.0 mb/d
🇰🇷 South Korea 1.7 mb/d
🇯🇵 Japan 1.6 mb/d
🇪🇺 Europe 0.5 mb/d
🇺🇸 US 0.4 mb/d
America guarded the world's most critical oil chokepoint for 80 years.
And the country that needs Hormuz most is the one that's been buying Iranian oil on the cheap and blocking every sanctions effort.
Beijing has a $5.4 million barrels/day problem.
The geopolitics of who fills that vacuum is the most important story of 2026.
They import 0.4 million barrels/day through it
Guess who imports 5.4 million?
🇨🇳 China 5.4 mb/d
🇮🇳 India 2.1 mb/d
🌏 Rest of Asia 2.0 mb/d
🇰🇷 South Korea 1.7 mb/d
🇯🇵 Japan 1.6 mb/d
🇪🇺 Europe 0.5 mb/d
🇺🇸 US 0.4 mb/d
America guarded the world's most critical oil chokepoint for 80 years.
And the country that needs Hormuz most is the one that's been buying Iranian oil on the cheap and blocking every sanctions effort.
Beijing has a $5.4 million barrels/day problem.
The geopolitics of who fills that vacuum is the most important story of 2026.
🇨🇭 Global One SI - Prompt
$LLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
FDA approves $LLY Eli Lilly’s Foundayo, the first daily GLP-1 pill without food restrictions.
Cleared in 50 days via the CNPV program, the drug delivered 12.4% weight loss in trials. Sales begin April 6 through LillyDirect for as low as $25.
Cleared in 50 days via the CNPV program, the drug delivered 12.4% weight loss in trials. Sales begin April 6 through LillyDirect for as low as $25.
HOT STOCKS 04/2026 🔥
$VPG
$SIVE
$AAOI
$POET
$OUST
$SPAI
$BKSY
$SPIR
$AEHR
$SILC
What's your favorite?
$VPG
$SIVE
$AAOI
$POET
$OUST
$SPAI
$BKSY
$SPIR
$AEHR
$SILC
What's your favorite?