🇨🇭 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.
Wall Street forecasters expect a massive headline March CPI print on Friday due to the rise in energy prices from the Gulf war: around +0.9% on the month, driving the y/y rate to 3.3% from 2.4%. Nobody's squinting at the right side of the decimal place when the left side moves like that.
Core CPI is expected to be tamer, around 0.27% monthly. The 12-month reading climbs to 2.7% in part because a low March 2025 reading drops out.
The upshot: this second-decimal-place forecasting exercise doesn't matter so much when headline CPI is behaving like this and the drivers of that move are still in motion.
Core CPI is expected to be tamer, around 0.27% monthly. The 12-month reading climbs to 2.7% in part because a low March 2025 reading drops out.
The upshot: this second-decimal-place forecasting exercise doesn't matter so much when headline CPI is behaving like this and the drivers of that move are still in motion.
Here are all the ways 🇺🇸 investors can get SpaceX exposure through ETFs today:
Direct exposure:
$NASA Tema Space Innovators ETF
$AGIX KraneShares AI & Technology ETF
$RONB Baron First Principles ETF
$XOVR ERShares Private-Public Crossover ETF
Filed for (not yet launched):
2x Long SpaceX Daily ETF - REX Shares
2x Long SpaceX Daily ETF - Tuttle Capital Management
SpaceX 0DTE Covered Call ETF - Tuttle Capital Management
SpaceX Income Blast ETF - Tuttle Capital Management
2x Long SpaceX Daily ETF - Defiance
2x Short SpaceX Daily ETF - Defiance
Space Innovators ETF $JEDI - VanEck
Indirect exposure:
$UFO Procure Space ETF
$ARKX ARK Space Exploration & Innovation ETF
$ROKT SPDR S&P Kensho Final Frontiers ETF
Direct exposure:
$NASA Tema Space Innovators ETF
$AGIX KraneShares AI & Technology ETF
$RONB Baron First Principles ETF
$XOVR ERShares Private-Public Crossover ETF
Filed for (not yet launched):
2x Long SpaceX Daily ETF - REX Shares
2x Long SpaceX Daily ETF - Tuttle Capital Management
SpaceX 0DTE Covered Call ETF - Tuttle Capital Management
SpaceX Income Blast ETF - Tuttle Capital Management
2x Long SpaceX Daily ETF - Defiance
2x Short SpaceX Daily ETF - Defiance
Space Innovators ETF $JEDI - VanEck
Indirect exposure:
$UFO Procure Space ETF
$ARKX ARK Space Exploration & Innovation ETF
$ROKT SPDR S&P Kensho Final Frontiers ETF
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Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself.
"Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"
"Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"
🇨🇭 Global One SI - Prompt
🚨 "We’re building one of the world’s largest AI cloud platforms." $IREN 2026: 4.5GW $NBIS 2030 Target: 5GW The potential is beyond imagination for those who read the big picture. 👇 "The next cloud wave on the ground behaves more like an industrial buildout…
Quick reminder of #IREN_Ltd 's total secured power portfolio of >4.5GW ⚡️⚡️⚡️ $IREN
Sites across North America:
🇨🇦 80MW – Mackenzie, BC
🇨🇦 50MW – Prince George, BC
🇨🇦 30MW – Canal Flats, BC
🇺🇸 750MW – Childress, TX
🇺🇸 2,000MW – Sweetwater, TX
🇺🇸 1,600MW – Oklahoma
How much do you think is one of these sites worth???
Sites across North America:
🇨🇦 80MW – Mackenzie, BC
🇨🇦 50MW – Prince George, BC
🇨🇦 30MW – Canal Flats, BC
🇺🇸 750MW – Childress, TX
🇺🇸 2,000MW – Sweetwater, TX
🇺🇸 1,600MW – Oklahoma
How much do you think is one of these sites worth???
🇨🇭 Global One SI - Prompt
H100 GPU rental prices just surged 40% in 6 months. From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026. Here’s what that means in plain English: The companies that ALREADY…
GPU Spot Rates... 👀👀👀
⚡ H100 — $1.25–$6.88/hr | 1-year contracts at $2.35/hr — up ~40% since Oct 2025
⚡ H200 — $1.50–$13.78/hr | avg $3.89/hr — up ~31% since Mar 2025
⚡ B200 — rental index up 24% in March alone | lead times extending to June–July 2026
⚡ A100 — $0.78–$2.50/hr | best cost-performance for sub-70B inference workloads
⚡ On-demand capacity is effectively sold out across all GPU types globally
⚡ Hyperscalers ( #awscloud & #Azure ) charge 3–6x more than neo-cloud providers for identical hardware
GPU compute is the new oil — scarce, expensive, and getting harder to find... $IREN $CIFR $RIOT $CORZ $NBIS $WULF $HUT $WYFI $HIVE $DMGI $KEEL
Where do you see GPU spot rates by end of 2026?
⚡ H100 — $1.25–$6.88/hr | 1-year contracts at $2.35/hr — up ~40% since Oct 2025
⚡ H200 — $1.50–$13.78/hr | avg $3.89/hr — up ~31% since Mar 2025
⚡ B200 — rental index up 24% in March alone | lead times extending to June–July 2026
⚡ A100 — $0.78–$2.50/hr | best cost-performance for sub-70B inference workloads
⚡ On-demand capacity is effectively sold out across all GPU types globally
⚡ Hyperscalers ( #awscloud & #Azure ) charge 3–6x more than neo-cloud providers for identical hardware
GPU compute is the new oil — scarce, expensive, and getting harder to find... $IREN $CIFR $RIOT $CORZ $NBIS $WULF $HUT $WYFI $HIVE $DMGI $KEEL
Where do you see GPU spot rates by end of 2026?
🇨🇭 Global One SI - Prompt
$BTBT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🏗️ What makes #BitDigital_BTBT a Strategic Asset Company?
🚫 Not just holding crypto on a balance sheet
✅ Deploys capital into productive infrastructure
✅ Operates assets to generate real, usage-driven value
✅ Integrates into real-world operating models
🔷 ETH → Economic infrastructure
🤖 AI Compute (#WhiteFiber_ ) → Intelligence infrastructure
📍 Positioned at the infrastructure layer where value is coordinated & intelligence is produced
$BTBT $WYFI
🚫 Not just holding crypto on a balance sheet
✅ Deploys capital into productive infrastructure
✅ Operates assets to generate real, usage-driven value
✅ Integrates into real-world operating models
🔷 ETH → Economic infrastructure
🤖 AI Compute (#WhiteFiber_ ) → Intelligence infrastructure
📍 Positioned at the infrastructure layer where value is coordinated & intelligence is produced
$BTBT $WYFI
🇨🇭 Global One SI - Prompt
$MARA/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$MARA's AI platform is more sophisticated than most people realize 🧠
⚡ Hyperscale Scaling Engine — transforms energy-advantaged sites into hyperscale & HPC-capable AI data centers built for scale
⚡ Sovereign Enterprise — positions $MARA in secure, data-residency-sensitive makets where hyperscalers face structural limitations
⚡ Applied AI & HPC Capability (via Exaion) — contracted, higher-quality revenue beyond hyperscale leasing
⚡ Capital & Network (via #starwoodcapgrp ) — aligns capital discipline with hyperscale customer networks to reduce execution risk
⚡ Energy & Infrastructure — power-advantaged infrastructure transitioning from Bitcoin mining to AI compute
⚡ Dynamic Workload — continuously shifts capacity between Bitcoin and AI to maximize capital efficiency
Most people still see #MARA as a Bitcoin miner — this slide tells a very different story...
⚡ Hyperscale Scaling Engine — transforms energy-advantaged sites into hyperscale & HPC-capable AI data centers built for scale
⚡ Sovereign Enterprise — positions $MARA in secure, data-residency-sensitive makets where hyperscalers face structural limitations
⚡ Applied AI & HPC Capability (via Exaion) — contracted, higher-quality revenue beyond hyperscale leasing
⚡ Capital & Network (via #starwoodcapgrp ) — aligns capital discipline with hyperscale customer networks to reduce execution risk
⚡ Energy & Infrastructure — power-advantaged infrastructure transitioning from Bitcoin mining to AI compute
⚡ Dynamic Workload — continuously shifts capacity between Bitcoin and AI to maximize capital efficiency
Most people still see #MARA as a Bitcoin miner — this slide tells a very different story...
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NASA built a snake-like robot called EELS to search for alien life.
It is designed to explore the icy oceans of Enceladus.
Scientists are testing it on Earth now, and it may soon be sent to explore other worlds.
It is designed to explore the icy oceans of Enceladus.
Scientists are testing it on Earth now, and it may soon be sent to explore other worlds.
🇨🇭 Global One SI - Prompt
$JOBY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$JOBY just partnered with Air Space Intelligence to help manage high-density eVTOL traffic.
By combining Joby’s flight operations with ASI’s Flyways AI platform, they’re building the predictive airspace layer needed for the next generation of air traffic control.
By combining Joby’s flight operations with ASI’s Flyways AI platform, they’re building the predictive airspace layer needed for the next generation of air traffic control.
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🇺🇸 BIG | US Navy requested record amounts of funding in the budget for the 2027 fiscal year, planning to spend about $3 billion on Tomahawk cruise missiles and $4.3 billion on new SM-6 anti-aircraft missiles.
It's worth noting a rather sharp jump: in fact, the request for "Tomahawks" has increased by 1200% compared to last year and is dictated by the gradual depletion of arsenals during the current campaign in the Middle East.
As part of the operation against Iran, the US Navy has already spent about 850 Tomahawk missiles, which is almost a quarter of the operational reserve and a new record since the 1991 Persian Gulf War.
The new purchases are intended not only to make up for the shortage, but also to prepare the fleet for a potential confrontation with China in the Pacific Ocean.
However, it is noted that the technical complexity of the task lies in the capabilities of the American defense industry: the supply chain for "Tomahawks" is currently overloaded due to the number of highly specialized suppliers.
To circumvent these limitations, the administration plans to allocate a significant portion of defense spending through the budget reconciliation mechanism, which will allow for the rapid approval of funding and then the conclusion of large multi-year contracts for purchases - including hundreds of Tomahawks and SM-6s - with the distribution of production over several years ahead.
All this will give defense giants, such as Raytheon (the manufacturer of both systems), guarantees for expanding workshops and hiring staff, as well as opportunities for more mass production in the future.
It's worth noting a rather sharp jump: in fact, the request for "Tomahawks" has increased by 1200% compared to last year and is dictated by the gradual depletion of arsenals during the current campaign in the Middle East.
As part of the operation against Iran, the US Navy has already spent about 850 Tomahawk missiles, which is almost a quarter of the operational reserve and a new record since the 1991 Persian Gulf War.
The new purchases are intended not only to make up for the shortage, but also to prepare the fleet for a potential confrontation with China in the Pacific Ocean.
However, it is noted that the technical complexity of the task lies in the capabilities of the American defense industry: the supply chain for "Tomahawks" is currently overloaded due to the number of highly specialized suppliers.
To circumvent these limitations, the administration plans to allocate a significant portion of defense spending through the budget reconciliation mechanism, which will allow for the rapid approval of funding and then the conclusion of large multi-year contracts for purchases - including hundreds of Tomahawks and SM-6s - with the distribution of production over several years ahead.
All this will give defense giants, such as Raytheon (the manufacturer of both systems), guarantees for expanding workshops and hiring staff, as well as opportunities for more mass production in the future.
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