🇨🇭 Global One SI - Prompt
$UNH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Bernstein raises UnitedHealth $UNH price target to $411 with an Outperform rating.
A 2.48% CMS rate hike for 2027 is set to boost MA margins by 25bps. UnitedHealth is scaling as the elite value play in high density healthcare.
A 2.48% CMS rate hike for 2027 is set to boost MA margins by 25bps. UnitedHealth is scaling as the elite value play in high density healthcare.
🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
AeroVironment $AVAV wins a $25M USAF contract to bridge the "valley of death" for pilot health tech.
Moving from Technology Readiness Levels 3-5 to deployment, AV scales AI driven biosensors and wearable diagnostics to ensure elite performance in austere environments.
Moving from Technology Readiness Levels 3-5 to deployment, AV scales AI driven biosensors and wearable diagnostics to ensure elite performance in austere environments.
🇨🇭 Global One SI - Prompt
$RDW/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Redwire $RDW officially opens a new U.K. office to support the Ministry of Defense’s Tiquila and Stalker (Eagle) UAV programs.
This vertically integrated hub scales engineering and logistics for NATO partners, driving Redwire surge as a primary global defense tech architect.
This vertically integrated hub scales engineering and logistics for NATO partners, driving Redwire surge as a primary global defense tech architect.
🇨🇭 Global One SI - Prompt
$AVGO/USD H2 #Indicator #Signal #Trading #GlobalOneAI
BofA reiterates Buy for Broadcom $AVGO with a $450 price target.
High stakes TPU deals with $GOOGL Google and Anthropic through 2031 cement its AI lead. With $100B in FY27 AI sales guidance, Broadcom is the indispensable architect for the next generation AI era.
High stakes TPU deals with $GOOGL Google and Anthropic through 2031 cement its AI lead. With $100B in FY27 AI sales guidance, Broadcom is the indispensable architect for the next generation AI era.
🇨🇭 Global One SI - Prompt
$INTC says it is joining the Terafab project alongside $TSLA, SpaceX & xAI to help modernize silicon fab technology. Its role is to bring chip design, fabrication & packaging at scale to support Terafab’s goal of producing 1 TW per year of compute for AI…
Elon Musk just made the most powerful man in American manufacturing his chip builder.
Intel, the company Wall Street wrote off two years ago is now the fabrication backbone of a $25 billion project involving Tesla, SpaceX, and xAI.
This was not a coincidence.
The US government owns a stake in Intel, and Musk has been pushing for a fully American chip supply chain.
The politics and the business strategy just merged into a single handshake.
Here is what Terafab actually is.
It is a planned semiconductor mega-facility in Austin, Texas, designed to produce one terawatt of AI compute every single year.
Every chip fab on Earth combined currently produces about 20 gigawatts per year but Musk wants 50 times that alone.
The world thought Tesla was a car company then it thought Tesla was an energy company.
Now Tesla, SpaceX, and xAI are attempting to become the dominant force in semiconductor manufacturing.
And Intel desperately needed this.
The company had been losing ground to TSMC and Samsung for years, bleeding customers and credibility.
Now it is the foundry partner for the most ambitious chip project in American history.
The chips are not just for self-driving cars.
Eighty percent of Terafab's planned compute output is destined for space orbital AI satellites processing intelligence above the atmosphere, where solar power is five times stronger and heat disappears into the void.
Musk said it at the March announcement: "We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab".
Intel's stock is already up 38% this year alone, and jumped another 3% this morning on the announcement.
The market is pricing in a resurrection.
The AI5 chip with 50 times the performance of Tesla's current hardware is headed for small-batch production later this year, powering Optimus robots, Cybercabs, and Full Self-Driving at a scale no one has ever attempted.
Morgan Stanley estimated that Giga Texas alone could need 20 million chips per year just for humanoid robots roughly six times Tesla's entire current chip demand across all its cars.
Intel, the company Wall Street wrote off two years ago is now the fabrication backbone of a $25 billion project involving Tesla, SpaceX, and xAI.
This was not a coincidence.
The US government owns a stake in Intel, and Musk has been pushing for a fully American chip supply chain.
The politics and the business strategy just merged into a single handshake.
Here is what Terafab actually is.
It is a planned semiconductor mega-facility in Austin, Texas, designed to produce one terawatt of AI compute every single year.
Every chip fab on Earth combined currently produces about 20 gigawatts per year but Musk wants 50 times that alone.
The world thought Tesla was a car company then it thought Tesla was an energy company.
Now Tesla, SpaceX, and xAI are attempting to become the dominant force in semiconductor manufacturing.
And Intel desperately needed this.
The company had been losing ground to TSMC and Samsung for years, bleeding customers and credibility.
Now it is the foundry partner for the most ambitious chip project in American history.
The chips are not just for self-driving cars.
Eighty percent of Terafab's planned compute output is destined for space orbital AI satellites processing intelligence above the atmosphere, where solar power is five times stronger and heat disappears into the void.
Musk said it at the March announcement: "We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab".
Intel's stock is already up 38% this year alone, and jumped another 3% this morning on the announcement.
The market is pricing in a resurrection.
The AI5 chip with 50 times the performance of Tesla's current hardware is headed for small-batch production later this year, powering Optimus robots, Cybercabs, and Full Self-Driving at a scale no one has ever attempted.
Morgan Stanley estimated that Giga Texas alone could need 20 million chips per year just for humanoid robots roughly six times Tesla's entire current chip demand across all its cars.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world's number 1 crude oil producer🛢️
🇷🇺 2008 Russia
🇷🇺 2009 Russia
🇸🇦 2010 Saudi Arabia
🇷🇺 2011 Russia
🇺🇸 2012 United States
🇺🇸 2013 United States
🇺🇸 2014 United States
🇺🇸 2015 United States
🇺🇸 2016 United States
🇺🇸 2017 United States
🇺🇸 2018 United States
🇺🇸 2019 United States
🇺🇸 2020 United States
🇺🇸 2021 United States
🇺🇸 2022 United States
🇺🇸 2023 United States
🇺🇸 2024 United States
🇺🇸 2025 United States
13 years unbeaten.
While every other country scrambles for barrels
America has been sitting on top of the global supply chain for over a decade.
Hormuz closes?
US shale fills the gap.
Allies need gas? Buy American LNG.
The 1st producer, with the world's most powerful military.
That combination doesn't negotiate from weakness.
🇷🇺 2008 Russia
🇷🇺 2009 Russia
🇸🇦 2010 Saudi Arabia
🇷🇺 2011 Russia
🇺🇸 2012 United States
🇺🇸 2013 United States
🇺🇸 2014 United States
🇺🇸 2015 United States
🇺🇸 2016 United States
🇺🇸 2017 United States
🇺🇸 2018 United States
🇺🇸 2019 United States
🇺🇸 2020 United States
🇺🇸 2021 United States
🇺🇸 2022 United States
🇺🇸 2023 United States
🇺🇸 2024 United States
🇺🇸 2025 United States
13 years unbeaten.
While every other country scrambles for barrels
America has been sitting on top of the global supply chain for over a decade.
Hormuz closes?
US shale fills the gap.
Allies need gas? Buy American LNG.
The 1st producer, with the world's most powerful military.
That combination doesn't negotiate from weakness.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
U.S. Hits Iran’s Primary Oil Hub as Hormuz Deadline Looms The U.S. has struck military targets on Iran’s Kharg Island, the country’s most critical oil hub, which is responsible for approximately 90% of Iranian crude exports.
🚨 Do you understand what happened in the last 24 hours of this war..
> Trump said the "entire country of Iran can be taken out in one night"
> US forces struck Kharg Island — 90% of Iran's oil exports — BEFORE Trump's own deadline expired
> IDF said it was "not aware" of the strike — suggesting this was a US-solo operation
> IRGC issued its strongest warning in 39 days: "restraint is over"
> Iran rejected the 45-day ceasefire brokered by Pakistan, Egypt, and Turkey
> Iran submitted a 10-point counter-proposal demanding permanent war end and sanctions lifted
> Trump called it "significant but insufficient"
> Iran is firing drones at facilities near Dimona and a US Army HQ in the UAE
> civilians in Iran are forming human chains around power plants
> Trump's deadline has been pushed at least 5 times since March 23
all of this.. one Tuesday..
Day 39 of a war with a "4-hour plan".. and you almost scrolled past it..
> Trump said the "entire country of Iran can be taken out in one night"
> US forces struck Kharg Island — 90% of Iran's oil exports — BEFORE Trump's own deadline expired
> IDF said it was "not aware" of the strike — suggesting this was a US-solo operation
> IRGC issued its strongest warning in 39 days: "restraint is over"
> Iran rejected the 45-day ceasefire brokered by Pakistan, Egypt, and Turkey
> Iran submitted a 10-point counter-proposal demanding permanent war end and sanctions lifted
> Trump called it "significant but insufficient"
> Iran is firing drones at facilities near Dimona and a US Army HQ in the UAE
> civilians in Iran are forming human chains around power plants
> Trump's deadline has been pushed at least 5 times since March 23
all of this.. one Tuesday..
Day 39 of a war with a "4-hour plan".. and you almost scrolled past it..
🇨🇭 Global One SI - Prompt
$GOOG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
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$GOOG CEO Sundar Pichai says wafer capacity is still the core AI bottleneck, while permitting & regulation are becoming major constraints on buildout.
The bigger message is that the U.S. needs to learn how to build physical infrastructure much faster if it wants to lead in AI.
The bigger message is that the U.S. needs to learn how to build physical infrastructure much faster if it wants to lead in AI.
🇨🇭 Global One SI - Prompt
$UBER/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Uber $UBER and Amazon $AMZN have expanded their partnership, with Uber adopting AWS next gen custom silicon to optimize global operations.
Transitioning "Trip Serving Zones" to Graviton4 and piloting Trainium3 for AI training ensures Uber scales as the smartest, fastest engine.
Transitioning "Trip Serving Zones" to Graviton4 and piloting Trainium3 for AI training ensures Uber scales as the smartest, fastest engine.