🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Erste Group downgrades Micron $MU to Hold from Buy.
HBM3E demand remains at record levels, but analysts flag rising capex over $25B and a cooling DRAM market. High capital requirements are expected to limit free cash flow despite a $109B revenue guide for 2026.
HBM3E demand remains at record levels, but analysts flag rising capex over $25B and a cooling DRAM market. High capital requirements are expected to limit free cash flow despite a $109B revenue guide for 2026.
🇨🇭 Global One SI - Prompt
$AMZN/USD H2 #Indicator #Signal #Trading #GlobalOneAI
AWS $AMZN becomes the strategic cloud provider for Siemens Energy in a major 2026 expansion.
Siemens Energy uses AWS AI and IoT for smart manufacturing while providing the gigawatt scale power infrastructure and microgrids to fuel AWS data center growth.
Siemens Energy uses AWS AI and IoT for smart manufacturing while providing the gigawatt scale power infrastructure and microgrids to fuel AWS data center growth.
🇨🇭 Global One SI - Prompt
The way we use AI is changing. First it was chatbots. Then coding assistants. Now it's personal AI agents that actually do things for you. Read your email. Manage your calendar. Monitor your repos. Take action, not just answer questions. This is what KiloClaw…
I fired all my employees and replaced them with AI assistants 😊
🇨🇭 Global One SI - Prompt
Introducing CREAO: the Super Agent that delivers beyond the chat window. Describe what you need. CREAO builds it live. Save it as an agent. Run it on schedule. While you focus on what's next. Chat. Create. Run it all. creao.ai What’s inside: → Save as…
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When your agent builds something, you don't wait. You watch. The code is drafted line by line. Component by component. But that's not all.
On its right? The file preview renders everything live. Dashboards. Documents. Charts. Slide decks. Code. PDFs.
All streaming in real time. Interactive. Clickable. Downloadable.
Not a loading spinner. Not "generating..." The actual output, building in front of you while you're still in the conversation.
This is what it looks like when an agent works.
creao.ai
On its right? The file preview renders everything live. Dashboards. Documents. Charts. Slide decks. Code. PDFs.
All streaming in real time. Interactive. Clickable. Downloadable.
Not a loading spinner. Not "generating..." The actual output, building in front of you while you're still in the conversation.
This is what it looks like when an agent works.
creao.ai
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Shape-Shifting Ring #Drone Developed by Zhejiang University
Lightcounting: "This is not a typo"
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders: $MRVL, $SMTC
CW Lasers: $SIVE, $MTSI, $AAOI
Foundries $TSEM, Win Semi
Substrates/Epitaxy: $AXTI, $SOI, $IQE
Gold Standard: $LITE, $COHR
The next TAM expansion multiplier is CPO/Scale Up, largely driven by SiPh and external CW lasers.
Optical interconnects has a reasonable chance to reach $100B+ by 2030 from ~$19B (2025).
If you're looking for my favorite names:
Compounders: $MRVL, $SMTC
CW Lasers: $SIVE, $MTSI, $AAOI
Foundries $TSEM, Win Semi
Substrates/Epitaxy: $AXTI, $SOI, $IQE
Gold Standard: $LITE, $COHR
The next TAM expansion multiplier is CPO/Scale Up, largely driven by SiPh and external CW lasers.
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So this is how Claude Code's $20 pro plan is like 🤣😂
🚨 TARRIF WARS ARE BACK AGAIN.
The US is about to tax every finished product containing steel or aluminum on its full price, not just the metal inside it.
The US imported over $49 billion worth of steel and aluminum in 2024. A 25% tariff applied to the full value of those imports would generate over $12 billion in potential tariff revenue annually for the US government.
The US runs a combined trade deficit of over $31 billion in steel and aluminum annually. These tariffs are directly aimed at closing that gap.
The headline rate drops from 50% to 25%, but because it now applies to the entire product value instead of just the metal content, the actual tariff burden for many goods goes up. The presidential proclamation could come as soon as this week.
Canada, the EU, Mexico and South Korea are the most exposed.
The US is about to tax every finished product containing steel or aluminum on its full price, not just the metal inside it.
The US imported over $49 billion worth of steel and aluminum in 2024. A 25% tariff applied to the full value of those imports would generate over $12 billion in potential tariff revenue annually for the US government.
The US runs a combined trade deficit of over $31 billion in steel and aluminum annually. These tariffs are directly aimed at closing that gap.
The headline rate drops from 50% to 25%, but because it now applies to the entire product value instead of just the metal content, the actual tariff burden for many goods goes up. The presidential proclamation could come as soon as this week.
Canada, the EU, Mexico and South Korea are the most exposed.
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IRAN just added $1.5 TRILLION to us market in just 90 minutes.
SPX is up 1.92%, adding about $1.2 trillion to its market cap.
Nasdaq is up 2.48%, adding roughly $800 Billion.
Dow Jones is up 1.87%, adding around $400 Billion.
Russell 2000 is up 2.64%, adding about $100 Billion.
US markets has completely erased today's losses after Iran confirmed it is working with Oman on a protocol to allow ships through the Strait of Hormuz without any extra condition.
SPX is up 1.92%, adding about $1.2 trillion to its market cap.
Nasdaq is up 2.48%, adding roughly $800 Billion.
Dow Jones is up 1.87%, adding around $400 Billion.
Russell 2000 is up 2.64%, adding about $100 Billion.
US markets has completely erased today's losses after Iran confirmed it is working with Oman on a protocol to allow ships through the Strait of Hormuz without any extra condition.
Iran and Oman are jointly drafting a protocol to regulate ship traffic through the Strait of Hormuz.
Iran's Deputy Foreign Minister confirmed the protocol is not intended as a restriction but as a mechanism to facilitate safe transit, with formal negotiations with Oman beginning once the draft is finalized internally.
This directly contradicts the widely circulated rumor that Iran would demand yuan or crypto payments as a condition of passage through the strait.
Iran's Deputy Foreign Minister confirmed the protocol is not intended as a restriction but as a mechanism to facilitate safe transit, with formal negotiations with Oman beginning once the draft is finalized internally.
This directly contradicts the widely circulated rumor that Iran would demand yuan or crypto payments as a condition of passage through the strait.
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