🇨🇭 Global One SI - Prompt
$AMAT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Applied Materials $AMAT launches Angstrom era systems for 2nm AI chips.
Using Trillium ALD and Precision PECVD to slash parasitic capacitance, the company enables more than 300B transistor GPUs with the performance per watt required for the global AI buildout.
Using Trillium ALD and Precision PECVD to slash parasitic capacitance, the company enables more than 300B transistor GPUs with the performance per watt required for the global AI buildout.
🇨🇭 Global One SI - Prompt
$KTOS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Kratos $KTOS secures a $446.8M U.S. Space Force contract for the MWT ground segment.
Integrating hypersonic tracking in MEO via its OpenSpace platform, Kratos secures the prime role in fusing Epoch 1 and 2 satellite data for the FORGE architecture.
Integrating hypersonic tracking in MEO via its OpenSpace platform, Kratos secures the prime role in fusing Epoch 1 and 2 satellite data for the FORGE architecture.
🇨🇭 Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
UBS raises $MU Micron price target to $535, maintaining Buy.
With shortages likely until 2028, Micron is leveraging "pricing power" via 5 year LTAs to secure record earnings. EPS projected at $135 by 2027 as the AI memory super cycle hits high gear.
With shortages likely until 2028, Micron is leveraging "pricing power" via 5 year LTAs to secure record earnings. EPS projected at $135 by 2027 as the AI memory super cycle hits high gear.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
📉Oil down 20%...Gas down too
Everything else green 🟢
The market priced a ceasefire.
But It hasn't priced what comes after.
Everything else green 🟢
The market priced a ceasefire.
But It hasn't priced what comes after.
🇨🇭 Global One SI - Prompt
🚨 Anthropic just revealed their unreleased frontier model called Claude Mythos Preview The model is INSANE It found thousands of zero-day vulnerabilities in EVERY major operating system and browsers: > 27-year-old bug in OpenBSD > 16-year-old bug in FFmpeg…
Claude Mythos Preview comes in at $25/$125 per million tokens while it is still in private preview.
For approved participants only.
It's not publicly available due to its advanced cybersecurity capabilities; instead, it's being provided to a limited set of partners (with $100M in credits initially) for defensive use on critical software. Official system card and announcements confirm the details.
For approved participants only.
It's not publicly available due to its advanced cybersecurity capabilities; instead, it's being provided to a limited set of partners (with $100M in credits initially) for defensive use on critical software. Official system card and announcements confirm the details.
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🇨🇭 Global One SI - Prompt
$BETR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Better Home $BETR hits $1.64B Q1 loan volume, up 89% YoY & beating guidance.
Backed by a $60M equity raise and $25M in fresh cost cuts, the company is divesting its U.K. bank to focus capital on reaching Adjusted EBITDA breakeven by the end of Q3 2026.
Backed by a $60M equity raise and $25M in fresh cost cuts, the company is divesting its U.K. bank to focus capital on reaching Adjusted EBITDA breakeven by the end of Q3 2026.
🇨🇭 Global One SI - Prompt
🇨🇳CRYPTO AND YUAN FEES SECURE PASSAGE THROUGH THE STRAIT OF HORMUZ The IRGC has reportedly launched a formal maritime toll system, charging vessels up to $1 per barrel for safe passage through the Strait of Hormuz. To bypass the ongoing blockade, ship operators…
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Ships in the Strait of Hormuz while they wait 45 minutes for the Bitcoin transaction to go through
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
For 6 weeks this strait paralyzed the global economy.
Now it's reopening.
Look at those ship movement lines.
20.3 million barrels/day squeezed through 33 kilometers of water.
30% of global seaborn oil trade.
20% of global LNG trade.
Now the ceasefire is holding...
The most important 33 kilometers on earth is reopening(not immediately )
But the damage doesn't disappear overnight.
11 mb/d of infrastructure still needs rebuilding.
Qatar LNG takes years.
The downstream wave is still arriving.
Hormuz opens.
The story doesn't end.
Now it's reopening.
Look at those ship movement lines.
20.3 million barrels/day squeezed through 33 kilometers of water.
30% of global seaborn oil trade.
20% of global LNG trade.
Now the ceasefire is holding...
The most important 33 kilometers on earth is reopening(not immediately )
But the damage doesn't disappear overnight.
11 mb/d of infrastructure still needs rebuilding.
Qatar LNG takes years.
The downstream wave is still arriving.
Hormuz opens.
The story doesn't end.
China's share of global production:
🇨🇳 Gallium 99%
🇨🇳 Bismuth 73%
🇨🇳 Tungsten 83%
🇨🇳 Silicon 76%
🇨🇳 Rare earths 61%
🇨🇳 Natural graphite 67%
🇨🇳 Neodymium 62%
🇨🇳 Antimony 60%
The West spent 5 years talking about "friend-shoring"
The map didn't move.
The geology didn't change.
Meanwhile China tightened export controls on gallium, germanium, antimony, tungsten.
One by one.
While nobody was watching.
The next war won't be fought over oil.
It'll be fought over the minerals on this map.
And the country that controls processing — not just mining Already won.
The next cycle won't be defined by who found the deposit.
It'll be defined by who funded the refinery.
🇨🇳 Gallium 99%
🇨🇳 Bismuth 73%
🇨🇳 Tungsten 83%
🇨🇳 Silicon 76%
🇨🇳 Rare earths 61%
🇨🇳 Natural graphite 67%
🇨🇳 Neodymium 62%
🇨🇳 Antimony 60%
The West spent 5 years talking about "friend-shoring"
The map didn't move.
The geology didn't change.
Meanwhile China tightened export controls on gallium, germanium, antimony, tungsten.
One by one.
While nobody was watching.
The next war won't be fought over oil.
It'll be fought over the minerals on this map.
And the country that controls processing — not just mining Already won.
The next cycle won't be defined by who found the deposit.
It'll be defined by who funded the refinery.
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$MP $UUUU $UAMY $USAR $AREC $CRML | USTR Greer: "Through Project Vault, the U.S. is strategically stockpiling critical minerals and rare earths while scaling new domestic mining and processing hubs."