๐จ๐ญ Global One SI - Prompt
MIT students developed a magnetically controlled, shape shifting robot that can turn into anything.
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MITโs Self-Folding Origami #Robot Transforms from Flat Sheet to Crawling, Climbing, Swimming Machine
#calendar
โก๏ธ Calendar of key events for this week:
Monday, April 6:
๐บ๐ธ USA - Non-Manufacturing PMI (March)
Tuesday, April 7:
๐จ๐ณ China - No trading (Qingming)
๐บ๐ธ USA - Durable Goods Orders (Feb)
Wednesday, April 8:
๐ฅ USA, Iran - Deadline for Donald Trump's ultimatum to open the Strait of Hormuz
๐บ๐ธ USA - Minutes from the last Fed meeting
Thursday, April 9:
๐ฅ USA - GDP (Q4 2025, prelim.)
๐ฅ USA - PCE Price index (Feb)
๐บ๐ธ USA - Initial Jobless Claims
๐บ๐ธ USA - Fed balance sheet
Friday, April 10:
๐ฅ USA - CPI consumer inflation (March)
๐บ๐ธ USA - Consumer inflation expectations (Apr)
โก๏ธ Calendar of key events for this week:
Monday, April 6:
๐บ๐ธ USA - Non-Manufacturing PMI (March)
Tuesday, April 7:
๐จ๐ณ China - No trading (Qingming)
๐บ๐ธ USA - Durable Goods Orders (Feb)
Wednesday, April 8:
๐ฅ USA, Iran - Deadline for Donald Trump's ultimatum to open the Strait of Hormuz
๐บ๐ธ USA - Minutes from the last Fed meeting
Thursday, April 9:
๐ฅ USA - GDP (Q4 2025, prelim.)
๐ฅ USA - PCE Price index (Feb)
๐บ๐ธ USA - Initial Jobless Claims
๐บ๐ธ USA - Fed balance sheet
Friday, April 10:
๐ฅ USA - CPI consumer inflation (March)
๐บ๐ธ USA - Consumer inflation expectations (Apr)
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๐บ๐ธThe U.S. Army uses a fast mobile rocket system called HIMARS. $LMT
It's basically a lighter version of the bigger M270 launcher mounted on a truck.
It can be flown in on a C-130 and be ready to fire in just 15 minutes.
The crew drives it close to the fight, gets target coordinates, launches missiles, and quickly moves to a new spot to avoid being hit.
One of its key weapons is the Precision Strike Missile. It uses GPS to accurately hit deep targets with a powerful warhead.
When working with F-35 fighter jets, the jet spots enemy targets and sends the coordinates so HIMARS can strike them quickly and precisely.
It's basically a lighter version of the bigger M270 launcher mounted on a truck.
It can be flown in on a C-130 and be ready to fire in just 15 minutes.
The crew drives it close to the fight, gets target coordinates, launches missiles, and quickly moves to a new spot to avoid being hit.
One of its key weapons is the Precision Strike Missile. It uses GPS to accurately hit deep targets with a powerful warhead.
When working with F-35 fighter jets, the jet spots enemy targets and sends the coordinates so HIMARS can strike them quickly and precisely.
โ1
๐จ๐ญ Global One SI - Prompt
๐บ๐ธThe U.S. Army uses a fast mobile rocket system called HIMARS. $LMT It's basically a lighter version of the bigger M270 launcher mounted on a truck. It can be flown in on a C-130 and be ready to fire in just 15 minutes. The crew drives it close to theโฆ
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๐บ๐ธ๐ฎ๐ท The Pentagon has put together contingency plans for possible limited ground raids inside Iran.
According to reports, these would involve Special Operations forces and some conventional infantry units, not a full invasion.
Source: U.S. Defense News
According to reports, these would involve Special Operations forces and some conventional infantry units, not a full invasion.
Source: U.S. Defense News
๐1
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Elon Musk perfectly explains why fully reusable orbital rockets are insanely hard to build
Our Earth has quite strong gravity and thick atmosphere. With known physics, building a fully reusable orbital rocket is only barely possible
"If this was a video game, the setting is 'Extreme Difficulty.' Not impossible, but extreme difficulty"
Because the physics are so unforgiving, everything has to be perfect. You can't just have a "good" rocket
You need:
โข Exceptionally efficient engines
โข An incredibly optimized, lightweight structure
โข Advanced avionics and software
โข A revolutionary, ultra-light heat shield for orbital reentry
There is zero margin for error. This is why making life multi-planetary is the hardest engineering challenge in human history
Our Earth has quite strong gravity and thick atmosphere. With known physics, building a fully reusable orbital rocket is only barely possible
"If this was a video game, the setting is 'Extreme Difficulty.' Not impossible, but extreme difficulty"
Because the physics are so unforgiving, everything has to be perfect. You can't just have a "good" rocket
You need:
โข Exceptionally efficient engines
โข An incredibly optimized, lightweight structure
โข Advanced avionics and software
โข A revolutionary, ultra-light heat shield for orbital reentry
There is zero margin for error. This is why making life multi-planetary is the hardest engineering challenge in human history
๐1
๐จ๐ญ Global One SI - Prompt
Iranian Revolutionary Guard elements were harvested by Apache aerial fire. Every time a group of Iranian Revolutionary Guards tried to approach the American pilot,
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๐จ๐บ๐ธ๐ฎ๐ท Pave Hawks flying low at just 50 feet.
A-10s unleash suppressive fire while fighter jets secure air superiority. PJs drop straight into combat to extract a single individual.
The clip shows how CSAR operations unfold step by step.
A-10s unleash suppressive fire while fighter jets secure air superiority. PJs drop straight into combat to extract a single individual.
The clip shows how CSAR operations unfold step by step.
โก1๐1
๐จ๐ญ Global One SI - Prompt
Handy comparison between the Apollo's command module and Orion. Orion is slightly taller and four feet wider. Habitable volume = 210ft^3 vs 314ft^3
๐จ Artemis IIโs BIGGEST milestones are tomorrow. Hereโs when theyโll happen:
๐1:56 PM ET (1756 UTC) Crew surpasses the Apollo 13 distance record
๐2:45 PM ET (1845 UTC) Lunar observation period begins
๐6:47 PM ET (2247 UTC) Loss of signal expected as Orion heads behind the Moon (~40 min)
๐7:02 PM ET (2302 UTC) Closest approach to the Moon
๐7:05 PM ET (2305 UTC) Orion reaches its furthest point from Earth
Tomorrow is going to be HISTORIC!
๐1:56 PM ET (1756 UTC) Crew surpasses the Apollo 13 distance record
๐2:45 PM ET (1845 UTC) Lunar observation period begins
๐6:47 PM ET (2247 UTC) Loss of signal expected as Orion heads behind the Moon (~40 min)
๐7:02 PM ET (2302 UTC) Closest approach to the Moon
๐7:05 PM ET (2305 UTC) Orion reaches its furthest point from Earth
Tomorrow is going to be HISTORIC!
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The UK has unveiled a new long-range strike drone TigerShark, developed by MGi Engineering and first tested in April 2026.
Still in early testing, the drone is described as a deep-strike platform, closer to a cruise missile-type system than a conventional UAV.
#UK #UAV #DroneStrike #MilitaryTech
Still in early testing, the drone is described as a deep-strike platform, closer to a cruise missile-type system than a conventional UAV.
#UK #UAV #DroneStrike #MilitaryTech
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Anduril is reportedly expanding its Arsenal-1 facility in Ohio with a $1B investment to scale production of defense systems.
The site is expected to cover ~464,000 mยฒ and employ over 4,000 people in the coming years.
#USA #Anduril #Defense #Production
The site is expected to cover ~464,000 mยฒ and employ over 4,000 people in the coming years.
#USA #Anduril #Defense #Production
๐จ๐ญ Global One SI - Prompt
Anduril is reportedly expanding its Arsenal-1 facility in Ohio with a $1B investment to scale production of defense systems. The site is expected to cover ~464,000 mยฒ and employ over 4,000 people in the coming years. #USA #Anduril #Defense #Production
Company officials report a ~15ร increase in output between 2025โ2026, highlighting growing demand for unmanned and defense technologies at scale.
(Source: Janeโs Defence)
#MilitaryTech #Industry #Aerospace
(Source: Janeโs Defence)
#MilitaryTech #Industry #Aerospace
๐จ๐ญ Global One SI - Prompt
The UK has unveiled a new long-range strike drone TigerShark, developed by MGi Engineering and first tested in April 2026. Still in early testing, the drone is described as a deep-strike platform, closer to a cruise missile-type system than a conventionalโฆ
The system reportedly reaches ~750 km/h, carries up to 300 kg, and may operate over 1,000 km with GPS/INS navigation and terrain-referencing.
#Defense #Autonomous #Aerospace
#Defense #Autonomous #Aerospace
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
Saudi Arabia just did something it has never done before.
$19.5 premium per barrel over benchmark
Look at that chart.
Every bar since 2021 between $0 and $10.
Then 2026.
Straight to $19.5, a vertical spike unlike anything in the data.
This is what a seller's market looks like when the seller controls the only bypass route.
Think about what Saudi Arabia is saying:
Hormuz is closedโ
Every bypass pipeline is maxed โ
Asia is desperate for our quality barrels โ
You have nowhere else to goโ
So pay $19.5 over benchmark or go without.
Asia will pay.
Because the alternative empty refineries, shuttered factories, social unrest costs infinitely more.
This premium lands directly on:
โฝ Every petrol station in Asia
โ๏ธ Every airline ticket price
๐ญ Every factory input cost
$19.5 premium per barrel over benchmark
Look at that chart.
Every bar since 2021 between $0 and $10.
Then 2026.
Straight to $19.5, a vertical spike unlike anything in the data.
This is what a seller's market looks like when the seller controls the only bypass route.
Think about what Saudi Arabia is saying:
Hormuz is closedโ
Every bypass pipeline is maxed โ
Asia is desperate for our quality barrels โ
You have nowhere else to goโ
So pay $19.5 over benchmark or go without.
Asia will pay.
Because the alternative empty refineries, shuttered factories, social unrest costs infinitely more.
This premium lands directly on:
โฝ Every petrol station in Asia
โ๏ธ Every airline ticket price
๐ญ Every factory input cost
WSJ just published a piece. OpenAI and Anthropic just showed that modern AI is becoming a race to finance compute, not just invent better models.
Their internal forecasts say the hardest part is no longer selling AI, but paying for the giant clusters of chips needed to train each new model and run inference for every user prompt.
OpenAI expects $121B in compute spending for 2028 and an $85B burn that year even with much higher sales, while Anthropic projects the same pattern at a smaller scale.
Both companies therefore present 2 profit views: one that removes research compute and makes the business look close to viable, and one that includes it and shows how far they still are from normal software economics.
Their internal forecasts say the hardest part is no longer selling AI, but paying for the giant clusters of chips needed to train each new model and run inference for every user prompt.
OpenAI expects $121B in compute spending for 2028 and an $85B burn that year even with much higher sales, while Anthropic projects the same pattern at a smaller scale.
Both companies therefore present 2 profit views: one that removes research compute and makes the business look close to viable, and one that includes it and shows how far they still are from normal software economics.
๐1
$SIVE $SOI $AEHR ๐ฅ
The market is still pricing in 2024/2025 revenues while the real volume ramp kicks off in H2 2026. LightCounting is already forecasting a $110B+ TAM with explosive growth - and the overlapping S-curves (800G โ LPO/LRO โ CPO โ 1.6T/3.2T) are setting up a true multi-year supercycle.
The pure-play names are positioned exceptionally well:
$SIVE โ CW-Laser + ELS technology - direct winner from the next big architecture shift in CPO/SiPH
$SOI โ Silicon-on-Insulator substrates & photonics foundry - absolutely critical for the new generation
$AEHR โ Test equipment that prints money once yield challenges hit and volumes really scale
These three are still not properly priced in. Forward P/E compression + massive TAM expansion = huge re-rating upside starting H2 2026.
Weโre at the very beginning of the next major inflection point. Anyone holding the cleanest photonics names right now is sitting in the perfect seat.
NFA - but the asymmetry is absolutely brutal.
The market is still pricing in 2024/2025 revenues while the real volume ramp kicks off in H2 2026. LightCounting is already forecasting a $110B+ TAM with explosive growth - and the overlapping S-curves (800G โ LPO/LRO โ CPO โ 1.6T/3.2T) are setting up a true multi-year supercycle.
The pure-play names are positioned exceptionally well:
$SIVE โ CW-Laser + ELS technology - direct winner from the next big architecture shift in CPO/SiPH
$SOI โ Silicon-on-Insulator substrates & photonics foundry - absolutely critical for the new generation
$AEHR โ Test equipment that prints money once yield challenges hit and volumes really scale
These three are still not properly priced in. Forward P/E compression + massive TAM expansion = huge re-rating upside starting H2 2026.
Weโre at the very beginning of the next major inflection point. Anyone holding the cleanest photonics names right now is sitting in the perfect seat.
NFA - but the asymmetry is absolutely brutal.