🇨🇭 Global One SI - Prompt
$PL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
PL is scaling its next-gen Earth observation fleet. Three new Pelican satellites just shipped to Vandenberg for an upcoming SpaceX rideshare launch.
Breakdown:
• Constellation Growth: Boosting the
fleet to hit faster, intra-day revisit
rates.
• Sharp Specs: Delivering 50 cm
resolution imagery across six
multispectral bands.
• Edge Compute: Powered by onboard
$NVDA Jetson AI to slash latency
and push actionable data to clients
faster.
• Roadmap: Gen 2 Pelicans drop later in 2026, targeting an upgrade to 30 cm resolution.
The satellite data market is shifting. The real edge it's onboard AI processing and getting intel back to Earth in near real-time.
Breakdown:
• Constellation Growth: Boosting the
fleet to hit faster, intra-day revisit
rates.
• Sharp Specs: Delivering 50 cm
resolution imagery across six
multispectral bands.
• Edge Compute: Powered by onboard
$NVDA Jetson AI to slash latency
and push actionable data to clients
faster.
• Roadmap: Gen 2 Pelicans drop later in 2026, targeting an upgrade to 30 cm resolution.
The satellite data market is shifting. The real edge it's onboard AI processing and getting intel back to Earth in near real-time.
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🇨🇭 Global One SI - Prompt
How do you sustain life 400,000 km from Earth? Meet the European Service Module (ESM). Beyond Earth's orbit, this Airbus-built marvel takes over, powering systems, charging batteries, and providing the vital air and water the Artemis II crew needs to survive.
We are officially at an inflection point for the space economy.
Artemis II is literally flying around the Moon right now. NASA's updated timeline sets up Artemis 3 for critical lander tests in 2027, feeding straight into Artemis 4 for a crewed lunar landing in 2028.
Combine that with the upcoming SpaceX IPO. And yes, at rumored ~$2 trillion valuation, it's insanely overhyped. But ignore the valuation for a second, that IPO is going to act as a massive catalyst, funneling billions into the broader space sector.
Morgan Stanley is projecting the space economy to explode from roughly $600 billion today to $1.8 trillion by 2035.
The smart play isn't buying an overvalued mega-cap (not at this multiple). It's accumulating the picks-and-shovels companies driving the underlying data and logistics.
Look at the current valuations:
• $RKLB – ~$38.5B
• $ASTS – ~$27.1B
• $PL – ~$11.1B
• $FLY – ~$5.5B
• $LUNR – ~$2.8B
• $RDW – ~$1.8B
We are still early.
Artemis II is literally flying around the Moon right now. NASA's updated timeline sets up Artemis 3 for critical lander tests in 2027, feeding straight into Artemis 4 for a crewed lunar landing in 2028.
Combine that with the upcoming SpaceX IPO. And yes, at rumored ~$2 trillion valuation, it's insanely overhyped. But ignore the valuation for a second, that IPO is going to act as a massive catalyst, funneling billions into the broader space sector.
Morgan Stanley is projecting the space economy to explode from roughly $600 billion today to $1.8 trillion by 2035.
The smart play isn't buying an overvalued mega-cap (not at this multiple). It's accumulating the picks-and-shovels companies driving the underlying data and logistics.
Look at the current valuations:
• $RKLB – ~$38.5B
• $ASTS – ~$27.1B
• $PL – ~$11.1B
• $FLY – ~$5.5B
• $LUNR – ~$2.8B
• $RDW – ~$1.8B
We are still early.
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The food crisis just became visible on a map
Every dot is a fertilizer plant that shut down in March 2026.
India, Bangladesh and Pakistan.
Ammonia and urea plants closed or partially closed.
No LNG = no fertilizer production
No fertilizer = smaller harvests
Smaller harvests = food prices spike.
This is how a war in the Gulf becomes hunger in South Asia.
3 billion people live on this map.
They just need food to grow.
The Hormuz crisis started as an energy story.
It just became a food security emergency.
And the next harvest hasn't even been planted yet.
Every dot is a fertilizer plant that shut down in March 2026.
India, Bangladesh and Pakistan.
Ammonia and urea plants closed or partially closed.
No LNG = no fertilizer production
No fertilizer = smaller harvests
Smaller harvests = food prices spike.
This is how a war in the Gulf becomes hunger in South Asia.
3 billion people live on this map.
They just need food to grow.
The Hormuz crisis started as an energy story.
It just became a food security emergency.
And the next harvest hasn't even been planted yet.
One month of war
Here's what it did to your flight ticket.
✈️ Bangkok → Frankfurt: $474 → $2,870
✈️ Hong Kong → London: $503 → $3,318
✈️ Sydney → London: $733 → $3,875
✈️ Singapore → London: $598 → $1,953
✈️ Kuala Lumpur → Paris: $490 → $1,931
Some routes went up 5-6x in 30 days.
This is what a closed Hormuz looks like at the checkout.
In your holiday budget.
Here's what it did to your flight ticket.
✈️ Bangkok → Frankfurt: $474 → $2,870
✈️ Hong Kong → London: $503 → $3,318
✈️ Sydney → London: $733 → $3,875
✈️ Singapore → London: $598 → $1,953
✈️ Kuala Lumpur → Paris: $490 → $1,931
Some routes went up 5-6x in 30 days.
This is what a closed Hormuz looks like at the checkout.
In your holiday budget.
Nobody wants to talk about coal anymore.
The market doesn't care.
But Newcastle Coal Futures just hit $145/ton.
Highest since 2024.
Here's why:
Hormuz closed → LNG disrupted → Asia needs power now
And the only fuel you can't sanction, can't blockade, and can't shut down with a missile?
Coal.
China understood this years ago.
Now every country in Asia scrambling for LNG alternatives is chasing the same molecule China already secured.
China isn't panicking at $145/ton coal.
It's already sitting on domestic supply.
Its competitors are not.
The countries that called coal "dirty" are now paying whatever it takes to burn it.
Nature doesn't negotiate on ideology.
Neither does the market.
The market doesn't care.
But Newcastle Coal Futures just hit $145/ton.
Highest since 2024.
Here's why:
Hormuz closed → LNG disrupted → Asia needs power now
And the only fuel you can't sanction, can't blockade, and can't shut down with a missile?
Coal.
China understood this years ago.
Now every country in Asia scrambling for LNG alternatives is chasing the same molecule China already secured.
China isn't panicking at $145/ton coal.
It's already sitting on domestic supply.
Its competitors are not.
The countries that called coal "dirty" are now paying whatever it takes to burn it.
Nature doesn't negotiate on ideology.
Neither does the market.
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⚡ 🇺🇸🇮🇷 The deadline set by President Donald Trump for Iran to reach a deal is now less than 14 hours away.
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🇨🇭 Global One SI - Prompt
Space data is growing with the war and space economy! I think this 3 opportunity is deserved to pay more attention! The whole geopolitical landscape is shifting, and governments are suddenly realizing they don't have the time or money to build…
$SPIR: Spire announced its expanded agriculture intelligence offering with integrated soil moisture data and weather forecasting capabilities.
The solution delivers a continuous "past-present-future" soil moisture and weather intelligence framework, integrating more than 40 years of historical records with daily satellite observations, site-specific forecasts extending up to 45 days, and AI-driven sub-seasonal guidance.
The solution delivers a continuous "past-present-future" soil moisture and weather intelligence framework, integrating more than 40 years of historical records with daily satellite observations, site-specific forecasts extending up to 45 days, and AI-driven sub-seasonal guidance.
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Wow
The Bone Studio has introduced a high precision motion capture system that records humans performing everyday tasks.
And than this data is used to help robotic machines learn how we move and interact with the world.
bones.studio/datasets
The Bone Studio has introduced a high precision motion capture system that records humans performing everyday tasks.
And than this data is used to help robotic machines learn how we move and interact with the world.
bones.studio/datasets
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BCI company BrainCo just released a new dexterous hand: Revo3.
But this time, it’s not for humans, it’s built for humanoid robots.
>21 DOF
>Full-palm + fingertip tactile sensing
>Direct drive + backdrivable design
>33 grasp types
>20N fingertip pinch force
>Open-source ecosystem, one-click deployment
It looks bigger and heavier than the previous versions, but clearly designed for real robot work:picking up objects, using tools, and performing tasks...
btw, what do you think are the real differences between the hands of humanoid robots and the bionic hands used by humans?
But this time, it’s not for humans, it’s built for humanoid robots.
>21 DOF
>Full-palm + fingertip tactile sensing
>Direct drive + backdrivable design
>33 grasp types
>20N fingertip pinch force
>Open-source ecosystem, one-click deployment
It looks bigger and heavier than the previous versions, but clearly designed for real robot work:picking up objects, using tools, and performing tasks...
btw, what do you think are the real differences between the hands of humanoid robots and the bionic hands used by humans?
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🇨🇭 Global One SI - Prompt
BCI company BrainCo just released a new dexterous hand: Revo3. But this time, it’s not for humans, it’s built for humanoid robots. >21 DOF >Full-palm + fingertip tactile sensing >Direct drive + backdrivable design >33 grasp types >20N fingertip pinch force…
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Can a dexterous hand still function after being run over by a 2-ton car?
The dexterous hand is the most expensive component of a humanoid robot, and if it breaks, the task is interrupted.
Hangzhou BrainCo conducted a rigorous test on its latest dexterous hand, Revo2: it was run over by a nearly 2-ton Volvo car, dropped from a height of 5m, dropped 30m, and subjected to forceful impacts from a Unitree G1 robot. It still managed to maintain a stable grip and continue operating.
Revo2 is BrainCo's next-generation dexterous/bionic hand, released last year.
yes, a human-robot hybrid hand. It's very light, only 383g, 20kg payload,capable of precision manipulation down to 0.1mm (such as threading a needle), and possesses multi-dimensional tactile perception (hardness, texture, direction, proximity, etc.).
This test also demonstrates that after achieving breakthroughs in performance, a dexterous hand also needs to be extremely durable and able to function under extreme environmental pressures.
The dexterous hand is the most expensive component of a humanoid robot, and if it breaks, the task is interrupted.
Hangzhou BrainCo conducted a rigorous test on its latest dexterous hand, Revo2: it was run over by a nearly 2-ton Volvo car, dropped from a height of 5m, dropped 30m, and subjected to forceful impacts from a Unitree G1 robot. It still managed to maintain a stable grip and continue operating.
Revo2 is BrainCo's next-generation dexterous/bionic hand, released last year.
yes, a human-robot hybrid hand. It's very light, only 383g, 20kg payload,capable of precision manipulation down to 0.1mm (such as threading a needle), and possesses multi-dimensional tactile perception (hardness, texture, direction, proximity, etc.).
This test also demonstrates that after achieving breakthroughs in performance, a dexterous hand also needs to be extremely durable and able to function under extreme environmental pressures.
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🇨🇭 Global One SI - Prompt
Anthropic just announced it has crossed $30 billion in annualized revenue, and it is only the beginning of April. Two months ago, that number was sitting at $14 billion. Before that, it was $9 billion at the end of 2025 and it was barely $1 billion in late…
Google has the equivalent of roughly 5 million Nvidia H100 GPUs!
Therefore, it's no surprise that Anthropic's needs are now benefiting Google.
As I said yesterday, Google is exceptionally well-positioned: strong revenue streams, its own chips, and above all: distribution.
Anthropic is now also selling shovels for the gold rush.
Therefore, it's no surprise that Anthropic's needs are now benefiting Google.
As I said yesterday, Google is exceptionally well-positioned: strong revenue streams, its own chips, and above all: distribution.
Anthropic is now also selling shovels for the gold rush.
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🇨🇭 Global One SI - Prompt
⚡ 🇺🇸🇮🇷 The deadline set by President Donald Trump for Iran to reach a deal is now less than 14 hours away.
❗️Donald Trump: An entire civilization could perish tonight and never return. I don't want this to happen, but it's likely to happen anyway.
However, now that we have a complete and final regime change, in which other, more reasonable and less radicalized forces will prevail, perhaps something truly revolutionary and wonderful will happen - who knows?
We will find out tonight - in one of the most important moments in the long and complex history of the world.
47 years of extortion, corruption, and death will finally come to an end.
May God bless the great people of Iran!
However, now that we have a complete and final regime change, in which other, more reasonable and less radicalized forces will prevail, perhaps something truly revolutionary and wonderful will happen - who knows?
We will find out tonight - in one of the most important moments in the long and complex history of the world.
47 years of extortion, corruption, and death will finally come to an end.
May God bless the great people of Iran!
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🇨🇭 Global One SI - Prompt
Google has the equivalent of roughly 5 million Nvidia H100 GPUs! Therefore, it's no surprise that Anthropic's needs are now benefiting Google. As I said yesterday, Google is exceptionally well-positioned: strong revenue streams, its own chips, and above…
Anthropic’s run-rate revenue has now surpassed $30B after signing a deal with $AVGO and $GOOGL for multiple gigawatts of next-gen TPU capacity.
That compute will start coming online in 2027 to train and serve frontier Claude models.
That compute will start coming online in 2027 to train and serve frontier Claude models.
The Space Force is requesting $71 billion for fiscal 2027 in the White House’s newly released budget proposal, a topline that would bring with it major funding increases for missile warning programs, launch procurement, and end strength.
Space Force leaders in recent months have signaled they expect significant budget growth for the U.S. military’s smallest service in fiscal '27, arguing that its funding, which currently sits at around $40 billion, needs to increase to meet demand for more space capabilities.
Of that $71 billion, about $59 billion would be funded through the base, or "discretionary," request and $12 billion would come through a separate reconciliation package. The research and development account would grow to more than $40 billion, topping the entire service’s request from 2026, and its procurement account would increase to $19 billion, more than five times what it requested last year.
The proposal also includes $1.9 billion for Space Force personnel, up from the $1.6 billion it asked for in fiscal ’26, and $9.7 billion for operations and maintenance, a nearly $4 billion increase.
The defense budget requests $17.5 billion for Golden Dome, and while it’s not clear how much of that funding resides within the Space Force’s purview, major increases to the service’s existing space-based missile warning, tracking, and defense portfolio provide at least some indication.
The request includes nearly $5 billion for the Space Force’s Resilient Missile Warning and Tracking program, which is fielding satellites to low-Earth orbit and medium-Earth orbit—a $1.7 billion increase from its fiscal ’26 budget, according to high-level Pentagon budget documents. About $3.5 billion of that is for the LEO program, managed by the Space Development Agency, and $1.4 billion would be funneled toward the MEO layer, which Space Systems Command oversees.
The Space Force’s Long Range Kill Chains program would see an increase of nearly $1 billion for a total request of $1.3 billion, and another $1.5 billion would fund an effort called “Automate Sat C2,” which may support broader Space Force efforts to improve satellite command-and-control capabilities.
Efforts to build out a space-based moving target indication constellation would also see a boost. The Space Force’s R&D budget includes $1 billion for Space-Based MTI and, notably, its procurement request adds $7 billion for Air Moving Targeting satellites and $1 billion for its Ground Moving Target Indicator program.
Three other noteworthy increases in the Space Force’s R&D and procurement budgets: a $1.5 billion add for a new funding line, Proliferated LEO SATCOM; $4 billion for 22 National Security Space Launch missions; and $1.5 billion for the Space Data Network, the service’s larger data transport effort, which will include dedicated military spacecraft as well as commercial satellites and will support Golden Dome.
Space Force leaders in recent months have signaled they expect significant budget growth for the U.S. military’s smallest service in fiscal '27, arguing that its funding, which currently sits at around $40 billion, needs to increase to meet demand for more space capabilities.
Of that $71 billion, about $59 billion would be funded through the base, or "discretionary," request and $12 billion would come through a separate reconciliation package. The research and development account would grow to more than $40 billion, topping the entire service’s request from 2026, and its procurement account would increase to $19 billion, more than five times what it requested last year.
The proposal also includes $1.9 billion for Space Force personnel, up from the $1.6 billion it asked for in fiscal ’26, and $9.7 billion for operations and maintenance, a nearly $4 billion increase.
The defense budget requests $17.5 billion for Golden Dome, and while it’s not clear how much of that funding resides within the Space Force’s purview, major increases to the service’s existing space-based missile warning, tracking, and defense portfolio provide at least some indication.
The request includes nearly $5 billion for the Space Force’s Resilient Missile Warning and Tracking program, which is fielding satellites to low-Earth orbit and medium-Earth orbit—a $1.7 billion increase from its fiscal ’26 budget, according to high-level Pentagon budget documents. About $3.5 billion of that is for the LEO program, managed by the Space Development Agency, and $1.4 billion would be funneled toward the MEO layer, which Space Systems Command oversees.
The Space Force’s Long Range Kill Chains program would see an increase of nearly $1 billion for a total request of $1.3 billion, and another $1.5 billion would fund an effort called “Automate Sat C2,” which may support broader Space Force efforts to improve satellite command-and-control capabilities.
Efforts to build out a space-based moving target indication constellation would also see a boost. The Space Force’s R&D budget includes $1 billion for Space-Based MTI and, notably, its procurement request adds $7 billion for Air Moving Targeting satellites and $1 billion for its Ground Moving Target Indicator program.
Three other noteworthy increases in the Space Force’s R&D and procurement budgets: a $1.5 billion add for a new funding line, Proliferated LEO SATCOM; $4 billion for 22 National Security Space Launch missions; and $1.5 billion for the Space Data Network, the service’s larger data transport effort, which will include dedicated military spacecraft as well as commercial satellites and will support Golden Dome.
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AI Accelerates AI
BIG NEWS🚨: Researchers just built a new system called ASI-Evolve, and it does something very different from typical AI.
Damn.. Instead of just solving tasks, it actually tries to improve AI itself.
It works a lot like a researcher.
It studies past knowledge, comes up with new ideas, tests them, and learns from the results, repeating this cycle again and again.
In experiments, it created 1,300+ new AI designs and discovered 100+ that perform better than existing ones, even outperforming some strong human designed systems 👀
Results were MASSIVE
It also improved how AI learns from data, boosting performance significantly, even jumping over 18+ points on some benchmarks.
It discovered better learning strategies and even showed improvements in areas like drug–target prediction so far.
BIG NEWS🚨: Researchers just built a new system called ASI-Evolve, and it does something very different from typical AI.
Damn.. Instead of just solving tasks, it actually tries to improve AI itself.
It works a lot like a researcher.
It studies past knowledge, comes up with new ideas, tests them, and learns from the results, repeating this cycle again and again.
In experiments, it created 1,300+ new AI designs and discovered 100+ that perform better than existing ones, even outperforming some strong human designed systems 👀
Results were MASSIVE
It also improved how AI learns from data, boosting performance significantly, even jumping over 18+ points on some benchmarks.
It discovered better learning strategies and even showed improvements in areas like drug–target prediction so far.
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Only reusable rockets can make Mars possible
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