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When I finally understood all the formulas
LMSR, Kelly Criterion, MiroFish simulations
alright, I'm done here
LMSR, Kelly Criterion, MiroFish simulations
alright, I'm done here
👨💻1
The U.S. Space Force’s Space Systems Command has awarded SpaceX a $178.5 million task order for additional launches under the National Security Space Launch Phase 3 Lane 1 program.
The award covers two launches for the SDA, scheduled to begin in Q3 2027. One launch will take place from Cape Canaveral Space Force Station in Florida, while the other will lift off from Vandenberg Space Force Base in California.
The missions will deploy multiple Sierra Space missile tracking satellites into orbit to support warfighter requirements and strengthen national defense capabilities.
The SDA-4 award builds on previous task orders that also support missile warning and tracking missions, including the nine task orders totaling $739 million awarded to SpaceX in January.
The award covers two launches for the SDA, scheduled to begin in Q3 2027. One launch will take place from Cape Canaveral Space Force Station in Florida, while the other will lift off from Vandenberg Space Force Base in California.
The missions will deploy multiple Sierra Space missile tracking satellites into orbit to support warfighter requirements and strengthen national defense capabilities.
The SDA-4 award builds on previous task orders that also support missile warning and tracking missions, including the nine task orders totaling $739 million awarded to SpaceX in January.
🇨🇭 Global One SI - Prompt
$RDW/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$RDW: Redwire Awarded Contract to Deliver Quantum-Secure Spacecraft for European Space Agency's QKDSat
Redwire will manufacture and deliver its European-built Hammerhead spacecraft, equipped with the QKD payload and Redwire’s ADPMS-3 suite of avionics.
QKDSat leverages Redwire’s expertise in state-of-the-art satellite design, development, integration, testing, and operations with Honeywell’s advanced optical payload terminal to accelerate the deployment of ultra-secure communication infrastructure in space.
Redwire will manufacture and deliver its European-built Hammerhead spacecraft, equipped with the QKD payload and Redwire’s ADPMS-3 suite of avionics.
QKDSat leverages Redwire’s expertise in state-of-the-art satellite design, development, integration, testing, and operations with Honeywell’s advanced optical payload terminal to accelerate the deployment of ultra-secure communication infrastructure in space.
🇨🇭 Global One SI - Prompt
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…
$NVDA 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.
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 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.
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
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The war just made this chart the most important in the world.
Look at who's vulnerable.
Oil dominates the energy mix of 6 of the world's 10 largest economies.
The US, Germany, Japan, UK, Italy and India.
All running on the fuel that flows through a closed strait.
But 2 countries stand out:
🇫🇷 France nearly half its energy is nuclear. Built quietly for decades. Almost untouchable right now.
🇨🇳 China oil's share of its mix? Shrinking fast. EVs. Electrification. Overland pipelines. China's electricity share is already 30% ahead of the US and EU stuck at 22%.
Everyone called China's energy push about climate.
It was never about climate.
It was about escape from one big dependency like Hormuz.
Meanwhile Europe is suddenly rediscovering nuclear after years of shutting plants down.
Funny how $100 oil changes the conversation.
The energy transition used to be about saving the planet.
Now it's about survival.
And the countries that moved first, strategically, without announcements are the ones sleeping fine
Which country on this chart surprises you most?
Look at who's vulnerable.
Oil dominates the energy mix of 6 of the world's 10 largest economies.
The US, Germany, Japan, UK, Italy and India.
All running on the fuel that flows through a closed strait.
But 2 countries stand out:
🇫🇷 France nearly half its energy is nuclear. Built quietly for decades. Almost untouchable right now.
🇨🇳 China oil's share of its mix? Shrinking fast. EVs. Electrification. Overland pipelines. China's electricity share is already 30% ahead of the US and EU stuck at 22%.
Everyone called China's energy push about climate.
It was never about climate.
It was about escape from one big dependency like Hormuz.
Meanwhile Europe is suddenly rediscovering nuclear after years of shutting plants down.
Funny how $100 oil changes the conversation.
The energy transition used to be about saving the planet.
Now it's about survival.
And the countries that moved first, strategically, without announcements are the ones sleeping fine
Which country on this chart surprises you most?
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How do you design an environment for optimal machine performance?
CaPow is one example; their system turns power delivery into part of the operating environment, so robots do not need to stop and dock just to charge.
CaPow is one example; their system turns power delivery into part of the operating environment, so robots do not need to stop and dock just to charge.
🇨🇭 Global One SI - Prompt
How do you design an environment for optimal machine performance? CaPow is one example; their system turns power delivery into part of the operating environment, so robots do not need to stop and dock just to charge.
The interesting part is that this is not being built around one robot.
It’s a hardware agnostic, plug and play system, which means the power layer can sit above the fleet rather than forcing the fleet to conform to one charging setup.
capow.energy
It’s a hardware agnostic, plug and play system, which means the power layer can sit above the fleet rather than forcing the fleet to conform to one charging setup.
capow.energy
🇨🇭 Global One SI - Prompt
📉WTI price was falling when Trump started speaking 📈$107 when he finished Here's what he said: 💣 "Extremely hard strikes" for 2-3 more weeks ⚡ Power plants get bombed if no deal 🚢 "Iran's navy is gone" 🛢️ America won't import from Hormuz ever again …
🇻🇪 On the same day Trump addressed the nation about Iran, the Treasury Department quietly removed Venezuela's acting president from the sanctions list.
Nobody connected the two.
January 3: Maduro captured. Delta Force. Manhattan courtroom.
January 29: Rodriguez signs the Hydrocarbons Law. Chavez model broken. Foreign oil companies in.
February: OFAC General Licenses 46, 47, 49. US investment authorized.
April 1: Rodriguez off the SDN list entirely.
April 3: New royalty and tax regime for foreign oil companies goes live.
The sequence: Remove the regime. Install cooperative leadership. Reform oil. Lift sanctions. Let capital move.
Now read Iraq.
Proxy network departed. 9 of 12 blocs backing Sudani. Three new oil export routes built under crisis pressure. CBI Governor sitting in rooms planning expansion.
Budget frozen because the exchange rate is the challenge.
Same administration. Same playbook.
Gold fell $100 on a war escalation speech last night. That does not happen when money expects a long fight.
That happens when the room heard the exit ramp being built underneath the Stone Age rhetoric.
The first one moved. VES soon.
Watch what follows next.
Nobody connected the two.
January 3: Maduro captured. Delta Force. Manhattan courtroom.
January 29: Rodriguez signs the Hydrocarbons Law. Chavez model broken. Foreign oil companies in.
February: OFAC General Licenses 46, 47, 49. US investment authorized.
April 1: Rodriguez off the SDN list entirely.
April 3: New royalty and tax regime for foreign oil companies goes live.
The sequence: Remove the regime. Install cooperative leadership. Reform oil. Lift sanctions. Let capital move.
Now read Iraq.
Proxy network departed. 9 of 12 blocs backing Sudani. Three new oil export routes built under crisis pressure. CBI Governor sitting in rooms planning expansion.
Budget frozen because the exchange rate is the challenge.
Same administration. Same playbook.
Gold fell $100 on a war escalation speech last night. That does not happen when money expects a long fight.
That happens when the room heard the exit ramp being built underneath the Stone Age rhetoric.
The first one moved. VES soon.
Watch what follows next.
✍1
🇨🇭 Global One SI - Prompt
🇻🇪 On the same day Trump addressed the nation about Iran, the Treasury Department quietly removed Venezuela's acting president from the sanctions list. Nobody connected the two. January 3: Maduro captured. Delta Force. Manhattan courtroom. January 29: Rodriguez…
The April 3 detail is the one nobody caught.
Venezuela's own (HCL) Hydrocarbons Law passed January 29. But Articles 51 through 59, the royalty and tax provisions that set the actual terms for foreign oil investment, had a 60-day activation delay.
That delay expires tomorrow. Two days after Rodriguez came off the US sanctions list.
Door opened April 1. Terms activate April 3.
Tell me that is not a coincidence.
VES
Venezuela's own (HCL) Hydrocarbons Law passed January 29. But Articles 51 through 59, the royalty and tax provisions that set the actual terms for foreign oil investment, had a 60-day activation delay.
That delay expires tomorrow. Two days after Rodriguez came off the US sanctions list.
Door opened April 1. Terms activate April 3.
Tell me that is not a coincidence.
VES
✍1
📰 Top Headlines
📋 Headline: Lilly's new weight-loss pill approved — WSJ
Impact: Positive for biotech equities; consumption and pricing debates ahead.
Forex angle: Risk-on tone could mildly weigh on safe-haven USD if approval boosts equity flows; pharma-linked FX (CHF, JPY) may see short-term moves.
✅ Headline: Trump: U.S. in great shape; imports barely any oil via Strait of Hormuz and won’t do so at all in future
Impact: Geopolitical reassurance on oil chokepoint reduces near-term oil-risk premium.
Forex angle: Eased energy-risk reduces support for commodity-linked FX (AUD, CAD, NOK); potential USD strength if perceived as stronger US energy independence narrative.
🔖 Headline: U.S. jobless claims fell unexpectedly last week (reported twice)
Impact: Stronger labor signal points to continued resilience in US jobs market.
Forex & rates: Supports higher short-term US yields → bullish for USD. Risk of tighter Fed expectations; equity reaction may be mixed (growth vs. rates).
📌 Headline: US trade gap below forecasts — Trading Economics
Impact: Tighter trade deficit reflects better export performance or softer imports.
Forex angle: Smaller deficit is USD-positive over time (improves external account narrative); could support USD/major pairs and reduce downside pressure on the greenback.
📋 Combined market view:
Short-term drivers: stronger jobs data + smaller trade gap = USD-supportive; oil risk downplayed by political comments = mild drag on commodity FX. Pharma approval = sector-specific equity lift that may tilt risk sentiment positive.
Watchlist: upcoming US inflation and Fed communication — key to whether yields rise further and sustain USD moves.
✅ Trading cues:
- USD/JPY: watch for safe-haven flows and yield differentials; stronger US jobs → upside risk.
- EUR/USD: weaker on USD strength; monitor ECB commentary.
- AUD/CAD/NOK: sensitive to oil and risk tone — likely pressured if oil risk premium fades.
- Manage risk around headline-driven volatility; favor momentum/flow plays until macro prints confirm trend.
📋 Headline: Lilly's new weight-loss pill approved — WSJ
Impact: Positive for biotech equities; consumption and pricing debates ahead.
Forex angle: Risk-on tone could mildly weigh on safe-haven USD if approval boosts equity flows; pharma-linked FX (CHF, JPY) may see short-term moves.
✅ Headline: Trump: U.S. in great shape; imports barely any oil via Strait of Hormuz and won’t do so at all in future
Impact: Geopolitical reassurance on oil chokepoint reduces near-term oil-risk premium.
Forex angle: Eased energy-risk reduces support for commodity-linked FX (AUD, CAD, NOK); potential USD strength if perceived as stronger US energy independence narrative.
🔖 Headline: U.S. jobless claims fell unexpectedly last week (reported twice)
Impact: Stronger labor signal points to continued resilience in US jobs market.
Forex & rates: Supports higher short-term US yields → bullish for USD. Risk of tighter Fed expectations; equity reaction may be mixed (growth vs. rates).
📌 Headline: US trade gap below forecasts — Trading Economics
Impact: Tighter trade deficit reflects better export performance or softer imports.
Forex angle: Smaller deficit is USD-positive over time (improves external account narrative); could support USD/major pairs and reduce downside pressure on the greenback.
📋 Combined market view:
Short-term drivers: stronger jobs data + smaller trade gap = USD-supportive; oil risk downplayed by political comments = mild drag on commodity FX. Pharma approval = sector-specific equity lift that may tilt risk sentiment positive.
Watchlist: upcoming US inflation and Fed communication — key to whether yields rise further and sustain USD moves.
✅ Trading cues:
- USD/JPY: watch for safe-haven flows and yield differentials; stronger US jobs → upside risk.
- EUR/USD: weaker on USD strength; monitor ECB commentary.
- AUD/CAD/NOK: sensitive to oil and risk tone — likely pressured if oil risk premium fades.
- Manage risk around headline-driven volatility; favor momentum/flow plays until macro prints confirm trend.
👀1
🚨 Starting XI - Listen, I don’t like to talk too much… but this is the team that’s going to dominate the market this season.
In goal, the wall: $IBRX
Outside backs, high press and zero space for the bears: $INFQ & $XNDU
Centre-backs, calm, composed, never panic: $AEHR & $HGRAF
Midfield engine – tiki-taka possession, control the tempo: $LWLG $SIVE $POET $AAOI
Up front, the killers who finish every chance: $LASR & $ONDS
This is not a portfolio.
This is a system.
We play beautiful football… sorry, I mean beautiful compounding.
We press high, we keep possession of quality, and we score goals when the market least expects it.
The bull run starts now.
No excuses.
Just winners.
Who’s coming with us?
In goal, the wall: $IBRX
Outside backs, high press and zero space for the bears: $INFQ & $XNDU
Centre-backs, calm, composed, never panic: $AEHR & $HGRAF
Midfield engine – tiki-taka possession, control the tempo: $LWLG $SIVE $POET $AAOI
Up front, the killers who finish every chance: $LASR & $ONDS
This is not a portfolio.
This is a system.
We play beautiful football… sorry, I mean beautiful compounding.
We press high, we keep possession of quality, and we score goals when the market least expects it.
The bull run starts now.
No excuses.
Just winners.
Who’s coming with us?
🇨🇭 Global One SI - Prompt
TradingView MCP Bridge Personal AI assistant for your TradingView Desktop charts. Connects Claude Code to your locally running TradingView app via Chrome DevTools Protocol for AI-assisted chart analysis, Pine Script development, and workflow automation. …
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Your agents can now get paid and spend money. create a wallet and a budget for every agent.
You are now in control.
ampersend is live.
use ampersend.ai, or add the skill to your #openclaw ampersend.ai/skill.md
You are now in control.
ampersend is live.
use ampersend.ai, or add the skill to your #openclaw ampersend.ai/skill.md
✍1
🇨🇭 Global One SI - Prompt
$NVO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Novo Nordisk $NVO reports oral Wegovy outperforms Elli Lilly’s $LLY Foundayo in an indirect study, showing 16.6% weight loss vs 12.4%.
While Foundayo offers better flexibility with no fasting rules, Novo’s ORION data suggests Wegovy has far fewer side effects.
While Foundayo offers better flexibility with no fasting rules, Novo’s ORION data suggests Wegovy has far fewer side effects.
🇨🇭 Global One SI - Prompt
$APLD/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Roth/MKM reiterates a Buy rating and $58 price target for $APLD Applied Digital.
Analysts cite strong lease momentum and the $2.15B funding of the Polaris Forge 2 campus. Improving credit profiles for key tenants like $CRWV CoreWeave support a positive NOI outlook through 2027.
Analysts cite strong lease momentum and the $2.15B funding of the Polaris Forge 2 campus. Improving credit profiles for key tenants like $CRWV CoreWeave support a positive NOI outlook through 2027.
🇨🇭 Global One SI - Prompt
After getting setup with an OpenClaw instance, everyone is wondering “what’s next”? What should I build? And now we have a hassle-free way to use OpenClaw KiloClaw is managed OpenClaw. You can provision an OpenClaw agent from the Kilo Dashboard, and use…
Parallel execution. No more waiting.
The agent reads files, runs commands, and searches your codebase simultaneously. Not sequentially. You feel the difference right away.
The agent reads files, runs commands, and searches your codebase simultaneously. Not sequentially. You feel the difference right away.