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Jensen Huang at GTC 2026.
"Historically technology always made us busier. PCs, internet, Mobiles all made us busier.
Many companies don't have enough labor. Robots will fill in that gap. As a result all of our country's economy will grow."
"Historically technology always made us busier. PCs, internet, Mobiles all made us busier.
Many companies don't have enough labor. Robots will fill in that gap. As a result all of our country's economy will grow."
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Inflation: Today vs 1970s
People assume inflation just spikes up, but it comes in waves. With every downward correction, people think the pain is over, just to be smacked in the face by the next inflationary surge.
Those who knew what’s coming made life-changing money, while those who failed to do so lost fortunes.
People assume inflation just spikes up, but it comes in waves. With every downward correction, people think the pain is over, just to be smacked in the face by the next inflationary surge.
Those who knew what’s coming made life-changing money, while those who failed to do so lost fortunes.
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Scientists at EPFL have developed a robotic hand with two thumbs and a reversible palm for versatile gripping.
The hand can detach, crawl on its own, and pick up objects that are hard to reach.
It can handle multiple items at once and perform tasks that usually need two human hands, making it useful for industry and rescue work.
The hand can detach, crawl on its own, and pick up objects that are hard to reach.
It can handle multiple items at once and perform tasks that usually need two human hands, making it useful for industry and rescue work.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Oil hits $114 and is now up 70% since the U.S.-Iran war started.
The highest level since June 2022.
The highest level since June 2022.
🚨🇺🇸🇮🇷 Trump’s Iran deadlines are moving faster than the oil prices:
- Mar 21: 48-hour ultimatum
- Mar 23: Postponed 5 days
- Mar 26: New 10-day deadline (April 6)
- Apr 4: 48-hour warning
- Apr 5: Pushed to April 7… then flipped to Tuesday 8:00 PM ET (April 8)
One week. Multiple flip-flops.
At this rate, by Tuesday, 8PM, the only thing getting bombed is the calendar.
- Mar 21: 48-hour ultimatum
- Mar 23: Postponed 5 days
- Mar 26: New 10-day deadline (April 6)
- Apr 4: 48-hour warning
- Apr 5: Pushed to April 7… then flipped to Tuesday 8:00 PM ET (April 8)
One week. Multiple flip-flops.
At this rate, by Tuesday, 8PM, the only thing getting bombed is the calendar.
Defense / Electronic Warfare: The invisible shield deciding tomorrow’s battles 🛡️
Sivers Semiconductors / $SIVE / $SIVEF is enabling a new era in defense and electronic warfare (EW) — where systems stay one step ahead even when enemies try to jam signals, blind radar, or cut communications.
Picture a battlefield: your systems fight back instantly with precision jamming, real-time threat detection, and the ability to transmit and receive on the same frequency without interference.
Sivers develops three critical components that make this possible:
•Jamming Modules — Advanced RFICs and beamformers that precisely disrupt enemy communications and radar.
•Antenna Arrays — High-performance full-duplex arrays for simultaneous transmit and receive.
•FR3 Systems — 7-15 GHz solutions combining long range with high bandwidth for sensing, comms, and multi-function platforms.
Hot off the press (March 30, 2026):
Sivers announced the general availability of its Daybreak™ 7-15 GHz beamforming ICs.
These chips deliver industry-leading transmit power, efficiency, and low noise figure.
Developed under a $6M U.S. DoD Microelectronics Commons project with partners like Raytheon and Ericsson, they target both emerging 5G/6G FR3 networks and multi-function defense arrays — unlocking a $1.3B emerging market while strengthening military capabilities.
Momentum is accelerating:
•CHIPS Act funding is acting as a powerful igniter. First-year awards are in place with payments already received in 2025. Year-two EW funding of $6.6M (20% higher than year one) is in final stages.
•In January 2026, Sivers secured an $800K development contract from a leading U.S. defense contractor for next-gen mmWave beamformers in tactical communications programs.
•Partnerships with BAE Systems, Raytheon, and Ericsson are advancing programs from development in 2026-2027 toward scale deployment from 2027+.
The opportunity is huge.
Western defense urgently needs compact, energy-efficient, and commercially scalable technology. Sivers’ dual-use solutions provide resilience and cost advantages in an era of rising global threats.
When national security demands smarter, more capable electronics… Sivers is already designed in.
Once you see how central Sivers technology is becoming in modern defense, it’s hard to unsee the potential.
Which part excites you most — the new Daybreak™ chip, the CHIPS Act boost, or the expanding contracts?
#SiversSemiconductors
Sivers Semiconductors / $SIVE / $SIVEF is enabling a new era in defense and electronic warfare (EW) — where systems stay one step ahead even when enemies try to jam signals, blind radar, or cut communications.
Picture a battlefield: your systems fight back instantly with precision jamming, real-time threat detection, and the ability to transmit and receive on the same frequency without interference.
Sivers develops three critical components that make this possible:
•Jamming Modules — Advanced RFICs and beamformers that precisely disrupt enemy communications and radar.
•Antenna Arrays — High-performance full-duplex arrays for simultaneous transmit and receive.
•FR3 Systems — 7-15 GHz solutions combining long range with high bandwidth for sensing, comms, and multi-function platforms.
Hot off the press (March 30, 2026):
Sivers announced the general availability of its Daybreak™ 7-15 GHz beamforming ICs.
These chips deliver industry-leading transmit power, efficiency, and low noise figure.
Developed under a $6M U.S. DoD Microelectronics Commons project with partners like Raytheon and Ericsson, they target both emerging 5G/6G FR3 networks and multi-function defense arrays — unlocking a $1.3B emerging market while strengthening military capabilities.
Momentum is accelerating:
•CHIPS Act funding is acting as a powerful igniter. First-year awards are in place with payments already received in 2025. Year-two EW funding of $6.6M (20% higher than year one) is in final stages.
•In January 2026, Sivers secured an $800K development contract from a leading U.S. defense contractor for next-gen mmWave beamformers in tactical communications programs.
•Partnerships with BAE Systems, Raytheon, and Ericsson are advancing programs from development in 2026-2027 toward scale deployment from 2027+.
The opportunity is huge.
Western defense urgently needs compact, energy-efficient, and commercially scalable technology. Sivers’ dual-use solutions provide resilience and cost advantages in an era of rising global threats.
When national security demands smarter, more capable electronics… Sivers is already designed in.
Once you see how central Sivers technology is becoming in modern defense, it’s hard to unsee the potential.
Which part excites you most — the new Daybreak™ chip, the CHIPS Act boost, or the expanding contracts?
#SiversSemiconductors
It's starting in Europe🇪🇺
Italy just rationed jet fuel at four airports.
This is an operational crisis.
The managed demand destruction I've been writing about for weeks just landed on European soil.
Think about what this means:
✈️ Flights getting turned away without fuel
🛫 Airlines forced to carry extra fuel from other airports
burning more to save more
💸 Ticket prices about to reflect what's happening on the ground
Italy is just the 1st.
Remember the timeline:
🔴 Asia already in crisis
🟠 Middle East rationing
🟡 Europe Mid-April. It's April 6th.
The wave arrived early.
Hormuz has been closed for weeks.
Jet fuel is 20% of global seaborne diesel trade all of it moving through the Hormuz strait.
When Australia's PM asked citizens to take the bus people called it an overreaction.
When Italian airports start turning away planes
It's no longer an overreaction.
This is what oil looks like in real life.
At the departure gate.
Italy just rationed jet fuel at four airports.
This is an operational crisis.
The managed demand destruction I've been writing about for weeks just landed on European soil.
Think about what this means:
✈️ Flights getting turned away without fuel
🛫 Airlines forced to carry extra fuel from other airports
burning more to save more
💸 Ticket prices about to reflect what's happening on the ground
Italy is just the 1st.
Remember the timeline:
🔴 Asia already in crisis
🟠 Middle East rationing
🟡 Europe Mid-April. It's April 6th.
The wave arrived early.
Hormuz has been closed for weeks.
Jet fuel is 20% of global seaborne diesel trade all of it moving through the Hormuz strait.
When Australia's PM asked citizens to take the bus people called it an overreaction.
When Italian airports start turning away planes
It's no longer an overreaction.
This is what oil looks like in real life.
At the departure gate.
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YOU only NEED two quantum stocks 🔥
$INFQ has deployed the UK’s only operational 100‑physical‑qubit Sqale at the National Quantum Computing Centre, and $XNDU just listed on Nasdaq with a photonics + PennyLane software stack - together they form a hardware + software axis that can drive real commercial quantum adoption over the next decade.
Why INFQ and XNDU are a credible duopoly for the next decade
• INFQ’s neutral‑atom hardware is fielded at national scale. The Sqale platform reached operational status at the UK NQCC in December 2025, giving researchers and industry access to a 100‑physical‑qubit neutral‑atom system for benchmarking, error‑correction experiments, and application development - an important step from lab demo to national infrastructure.
• Xanadu pairs photonic hardware with a software flywheel. Xanadu’s Nasdaq listing created a public‑market vehicle and capital to scale its Aurora photonic roadmap while expanding PennyLane, an open‑source quantum ML library that many developers already use to build hybrid quantum‑classical models. That combination accelerates enterprise pilots and cloud integrations.
How their strengths complement rather than compete
• Different physics, different use cases. Neutral atoms emphasize scalability and coherence for scientific, defense, and materials workloads; photonics emphasizes room‑temperature operation and fiber/telecom compatibility, which maps naturally to AI and cloud ML pipelines. This means both can capture distinct enterprise demand rather than fight over the same niche.
• Proof + developer adoption = commercial traction. INFQ’s national deployment signals procurement and government trust; Xanadu’s software ecosystem creates developer lock‑in that drives recurring cloud usage and services revenue. Together they cover the two most reliable commercialization levers: trusted hardware contracts and sticky software platforms.
INFQ’s national‑scale neutral‑atom deployment + XNDU’s photonic hardware and PennyLane ecosystem is the most credible, investable narrative in quantum today - one plays sovereign infrastructure, the other plays developer and AI adoption.
Share this thesis if you want the market to wake up to the hardware + software duopoly shaping the next decade 📈
$INFQ has deployed the UK’s only operational 100‑physical‑qubit Sqale at the National Quantum Computing Centre, and $XNDU just listed on Nasdaq with a photonics + PennyLane software stack - together they form a hardware + software axis that can drive real commercial quantum adoption over the next decade.
Why INFQ and XNDU are a credible duopoly for the next decade
• INFQ’s neutral‑atom hardware is fielded at national scale. The Sqale platform reached operational status at the UK NQCC in December 2025, giving researchers and industry access to a 100‑physical‑qubit neutral‑atom system for benchmarking, error‑correction experiments, and application development - an important step from lab demo to national infrastructure.
• Xanadu pairs photonic hardware with a software flywheel. Xanadu’s Nasdaq listing created a public‑market vehicle and capital to scale its Aurora photonic roadmap while expanding PennyLane, an open‑source quantum ML library that many developers already use to build hybrid quantum‑classical models. That combination accelerates enterprise pilots and cloud integrations.
How their strengths complement rather than compete
• Different physics, different use cases. Neutral atoms emphasize scalability and coherence for scientific, defense, and materials workloads; photonics emphasizes room‑temperature operation and fiber/telecom compatibility, which maps naturally to AI and cloud ML pipelines. This means both can capture distinct enterprise demand rather than fight over the same niche.
• Proof + developer adoption = commercial traction. INFQ’s national deployment signals procurement and government trust; Xanadu’s software ecosystem creates developer lock‑in that drives recurring cloud usage and services revenue. Together they cover the two most reliable commercialization levers: trusted hardware contracts and sticky software platforms.
INFQ’s national‑scale neutral‑atom deployment + XNDU’s photonic hardware and PennyLane ecosystem is the most credible, investable narrative in quantum today - one plays sovereign infrastructure, the other plays developer and AI adoption.
Share this thesis if you want the market to wake up to the hardware + software duopoly shaping the next decade 📈
THE NIGHTMARE SCENARIO NOBODY IS TALKING ABOUT
AN OIL + DOLLAR SHORTAGE
The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil.
Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil.
The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown.
The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis.
Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars.
This energy crisis could very well be the beginning of Brent Johnson's #SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.
AN OIL + DOLLAR SHORTAGE
The nightmare scenario nobody is talking about right now is what happens if the Dollar skyrockets at the same time as oil.
Since the world's oil supply is purchased in Dollars, they are typically inversely correlated. A lower Dollar = increased international demand for oil.
The only time we've seen a brief period of oil 🔼 Dollar 🔼 was in 2022, during the economic slowdown.
The nightmare scenario we're facing is a global oil supply shortage at the same time as an economic crisis.
Both of these compound the demand for Dollars because not only are nations forced to liquidate greater assets to purchase oil, but servicing sovereign debt becomes much more expensive because it's denominated in Dollars.
This energy crisis could very well be the beginning of Brent Johnson's #SantiagoAuFund Dollar Milkshake Theory and the United States' plan to take a large portion of its debt out of circulation.
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🇨🇭 Global One SI - Prompt
MIT students developed a magnetically controlled, shape shifting robot that can turn into anything.
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MIT’s Self-Folding Origami #Robot Transforms from Flat Sheet to Crawling, Climbing, Swimming Machine