This media is not supported in your browser
VIEW IN TELEGRAM
Fintech founders watching their $2M, 3-year startup enterprise get wiped out by a single AI update
Globalone.ch #Prompt #AI
Globalone.ch #Prompt #AI
🗿1
This media is not supported in your browser
VIEW IN TELEGRAM
NVIDIA CEO watching everyone build their own chips
Google. Meta. Amazon. xAI and now ANTHROPIC 😭
Google. Meta. Amazon. xAI and now ANTHROPIC 😭
✍1
🇨🇭 Global One SI - Prompt
🚨: Eggs Egg Prices have now collapsed by more than 97% from their March 2025 all-time high and are now trading at the lowest price in over a decade 🥚📉🥳
This media is not supported in your browser
VIEW IN TELEGRAM
Blackstone priced you out of a house, Jim Cramer is bullish on your hedge against inflation, but the price of eggs dropped 97%
🇨🇭 Global One SI - Prompt
Photo
This media is not supported in your browser
VIEW IN TELEGRAM
This is Artemis I Orion spacecraft reentry seen at 10x speed.
What to expect for Artemis II reentry in few hours.
What to expect for Artemis II reentry in few hours.
🇨🇭 Global One SI - Prompt
Fintech founders watching their $2M, 3-year startup enterprise get wiped out by a single AI update Globalone.ch #Prompt #AI
This media is not supported in your browser
VIEW IN TELEGRAM
Computer now connects with Plaid to link bank accounts, credit cards, and loans.
Track spending in detail, build custom budget tools, and visualize your net worth alongside your investment portfolio.
plaid.com
Track spending in detail, build custom budget tools, and visualize your net worth alongside your investment portfolio.
plaid.com
This media is not supported in your browser
VIEW IN TELEGRAM
DEEP Robotics at the Baja SAE China Off-Road Challenge.
🔥 Macrodata (CPI):
▪️ Consumer Price Index (CPI) (YoY) (Mar)
FACT: 3.3%
FORECAST: 3.4%
PREV.: 2.4%
▪️ Consumer Price Index (CPI) (MoM) (Mar)
FACT: 0.9%
FORECAST: 1.0%
PREV.: 0.3%
▪️ Core Consumer Price Index (CPI) (MoM) (Mar)
FACT: 0.2%
FORECAST: 0.3%
PREV.: 0.2%
▪️ Core Consumer Price Index (CPI) (YoY) (Mar)
FACT: 2.6%
FORECAST: 2.7%
PREV.: 2.5%
▪️ Consumer Price Index (CPI) (YoY) (Mar)
FACT: 3.3%
FORECAST: 3.4%
PREV.: 2.4%
▪️ Consumer Price Index (CPI) (MoM) (Mar)
FACT: 0.9%
FORECAST: 1.0%
PREV.: 0.3%
▪️ Core Consumer Price Index (CPI) (MoM) (Mar)
FACT: 0.2%
FORECAST: 0.3%
PREV.: 0.2%
▪️ Core Consumer Price Index (CPI) (YoY) (Mar)
FACT: 2.6%
FORECAST: 2.7%
PREV.: 2.5%
2028: The Year the Lights Go Out for AI Clusters?
The AI industry has officially shifted from a "Compute Crunch" to a "Photonics Panic."
$LITE CEO Michael Hurlston just delivered a seismic warning: if current order rates for US hyperscalers persist for just two more quarters, their production capacity will be completely sold out through the end of 2028.
This isn't just a corporate milestone; it’s a structural ceiling for AI growth.
When the market leader closes its books for the next three years, the "Optical Nervous System" of AI becomes the most valuable commodity on Earth.
1⃣The Direct Capacity Alternatives (Primary Laser & Module Sources)
As hyperscalers scramble for slots that Lumentum can no longer provide, they are diverting billions to the only other firms with high-volume production lines:
➡️Applied Optoelectronics $AAOI:
The primary beneficiary of the spillover. Their strategic partnership with Microsoft and massive Texas-based manufacturing capacity makes them the immediate "Plan B" for 800G and 1.6T modules.
➡️Coherent $COHR:
Lumentum’s most formidable rival. They hold a massive share in EML (Electro-absorption Modulated Laser) technology.
With LITE full, Coherent becomes the default gatekeeper for high-end optical capacity.
2⃣The Foundry & OSAT Layer (Manufacturing & Advanced Packaging)
These firms provide the physical fabrication and specialized assembly services for the industry's biggest players:
➡️Tower Semiconductor $TSEM:
A crucial "Foundry" player. They specialize in Silicon Photonics (SiPh) fabrication, acting as the factory floor for fabless designers who need to integrate light onto silicon at scale.
➡️Fabrinet $FN:
The "Gold Standard" of optical contract manufacturing.
They physically assemble the complex modules for Nvidia, Cisco, and Lumentum.
A sold-out industry means Fabrinet’s high-precision lines are the most contested real estate in tech.
3⃣The "Intelligence" Layer (DSP & Architecture Control)
Hardware is useless without the silicon that manages the signals.
This layer dictates the efficiency of every photon:
➡️Marvell $MRVL & Broadcom $AVGO:
The duopoly in DSP (Digital Signal Processors). Every laser module requires their silicon to "talk" to the GPU.
Marvell’s TERA platform is the mandatory brain behind the 1.6T era.
The AI industry has officially shifted from a "Compute Crunch" to a "Photonics Panic."
$LITE CEO Michael Hurlston just delivered a seismic warning: if current order rates for US hyperscalers persist for just two more quarters, their production capacity will be completely sold out through the end of 2028.
This isn't just a corporate milestone; it’s a structural ceiling for AI growth.
When the market leader closes its books for the next three years, the "Optical Nervous System" of AI becomes the most valuable commodity on Earth.
1⃣The Direct Capacity Alternatives (Primary Laser & Module Sources)
As hyperscalers scramble for slots that Lumentum can no longer provide, they are diverting billions to the only other firms with high-volume production lines:
➡️Applied Optoelectronics $AAOI:
The primary beneficiary of the spillover. Their strategic partnership with Microsoft and massive Texas-based manufacturing capacity makes them the immediate "Plan B" for 800G and 1.6T modules.
➡️Coherent $COHR:
Lumentum’s most formidable rival. They hold a massive share in EML (Electro-absorption Modulated Laser) technology.
With LITE full, Coherent becomes the default gatekeeper for high-end optical capacity.
2⃣The Foundry & OSAT Layer (Manufacturing & Advanced Packaging)
These firms provide the physical fabrication and specialized assembly services for the industry's biggest players:
➡️Tower Semiconductor $TSEM:
A crucial "Foundry" player. They specialize in Silicon Photonics (SiPh) fabrication, acting as the factory floor for fabless designers who need to integrate light onto silicon at scale.
➡️Fabrinet $FN:
The "Gold Standard" of optical contract manufacturing.
They physically assemble the complex modules for Nvidia, Cisco, and Lumentum.
A sold-out industry means Fabrinet’s high-precision lines are the most contested real estate in tech.
3⃣The "Intelligence" Layer (DSP & Architecture Control)
Hardware is useless without the silicon that manages the signals.
This layer dictates the efficiency of every photon:
➡️Marvell $MRVL & Broadcom $AVGO:
The duopoly in DSP (Digital Signal Processors). Every laser module requires their silicon to "talk" to the GPU.
Marvell’s TERA platform is the mandatory brain behind the 1.6T era.
✍1
🇨🇭 Global One SI - Prompt
2028: The Year the Lights Go Out for AI Clusters? The AI industry has officially shifted from a "Compute Crunch" to a "Photonics Panic." $LITE CEO Michael Hurlston just delivered a seismic warning: if current order rates for US hyperscalers persist for…
➡️MACOM Technology $MTSI:
The pioneer of LPO (Linear Pluggable Optics). By removing the power-hungry DSP in specific short-reach links, MACOM offers a "power-saving" escape hatch for data centers hitting their electricity grid limits.
4⃣The Innovation Accelerators (Bridging the Supply Gap)
With traditional capacity blocked, these innovators are accelerating "Next-Gen" architectures to bypass the bottleneck:
➡️Sivers Semiconductors $SIVE:
A leader in external light sources (CW-WDM) for CPO (Co-Packaged Optics).
Sivers is essential for moving the laser from the pluggable module directly into the processor package - the holy grail of efficiency.
➡️Alumea $ALMU:
A specialist in high-efficiency silicon photonics engines, streamlining the transition to 1.6T and 3.2T speeds where traditional optics fail.
➡️POET Technologies $POET:
Their "Optical Interposer" is a motherboard for light, allowing for radical miniaturization and lower-cost assembly compared to traditional "active" optical alignment.
➡️Lightwave Logic $LWLG:
Developing proprietary electro-optic polymers. These materials modulate light at speeds (200G+ per lane) that standard inorganic crystals struggle to achieve.
5⃣The Transport Giants (DCI & Global Infrastructure)
Data must move between clusters and across continents. These firms control the "Inter-City" light:
➡️Ciena $CIEN: Their WaveLogic coherent optics are the global standard for long-haul Data Center Interconnect (DCI).
➡️Nokia $NOK - Optical Networks (NOC):
They provide the high-capacity optical transport and carrier-grade routing that form the literal backbone of the global AI internet.
6⃣The Quality Gatekeepers (Testing & Validation)
In a world of scarcity, a single "dud" laser can take down a $10B cluster.
Yield is everything:
➡️Aehr Test Systems $AEHR:
The kings of wafer-level "burn-in."
Their FOX-XP systems test thousands of lasers simultaneously under extreme stress to ensure they don’t fail after installation.
➡️FormFactor $FORM:
They provide the ultra-precise "probes" and test systems that validate optical performance on the wafer before it is even cut into chips.
7⃣The Atomic Foundation (Raw Materials & Substrates)
The "Bottleneck of Bottlenecks."
No substrate = no laser.
Period.
➡️AXT Inc $AXTI:
A critical supplier of Indium Phosphide (InP) wafers—the physical medium required for the high-performance lasers that drive AI.
➡️IQE PLC $IQE:
The masters of Epitaxy. They "grow" the complex semiconductor layers on wafers atom-by-atom. IQE is the first point of failure in the global supply chain.
➡️Soitec $SOI.PA:
The dominant provider of SOI (Silicon-on-Insulator) wafers, the essential building block for the entire Silicon Photonics movement.
⬇️Executive Summary: The Photonics Supercycle
A situation where a market leader (Lumentum) sells out production nearly 3 years in advance happens once a decade. This means the speculative phase of AI has ended, and the phase of brutal infrastructural execution has begun.
Key Investor Takeaways:
▶️Seek "Available Capacity": If LITE is full, capital and orders will immediately flow to AAOI and COHR.
▶️Watch the Foundations: Without wafers from AXTI and processes from IQE, not a single additional laser can be built. These are the true "Gatekeepers."
▶️Bet on Quality: With such massive production scales, errors are inevitable. Testing companies like AEHR and FORM will benefit from every photon produced.
▶️Innovation is Mandatory: New architectures like LPO (MACOM) or CPO (Sivers/POET) are no longer just curiosities, they are the only way to prevent AI from "suffocating" due to energy and bandwidth limits.
The pioneer of LPO (Linear Pluggable Optics). By removing the power-hungry DSP in specific short-reach links, MACOM offers a "power-saving" escape hatch for data centers hitting their electricity grid limits.
4⃣The Innovation Accelerators (Bridging the Supply Gap)
With traditional capacity blocked, these innovators are accelerating "Next-Gen" architectures to bypass the bottleneck:
➡️Sivers Semiconductors $SIVE:
A leader in external light sources (CW-WDM) for CPO (Co-Packaged Optics).
Sivers is essential for moving the laser from the pluggable module directly into the processor package - the holy grail of efficiency.
➡️Alumea $ALMU:
A specialist in high-efficiency silicon photonics engines, streamlining the transition to 1.6T and 3.2T speeds where traditional optics fail.
➡️POET Technologies $POET:
Their "Optical Interposer" is a motherboard for light, allowing for radical miniaturization and lower-cost assembly compared to traditional "active" optical alignment.
➡️Lightwave Logic $LWLG:
Developing proprietary electro-optic polymers. These materials modulate light at speeds (200G+ per lane) that standard inorganic crystals struggle to achieve.
5⃣The Transport Giants (DCI & Global Infrastructure)
Data must move between clusters and across continents. These firms control the "Inter-City" light:
➡️Ciena $CIEN: Their WaveLogic coherent optics are the global standard for long-haul Data Center Interconnect (DCI).
➡️Nokia $NOK - Optical Networks (NOC):
They provide the high-capacity optical transport and carrier-grade routing that form the literal backbone of the global AI internet.
6⃣The Quality Gatekeepers (Testing & Validation)
In a world of scarcity, a single "dud" laser can take down a $10B cluster.
Yield is everything:
➡️Aehr Test Systems $AEHR:
The kings of wafer-level "burn-in."
Their FOX-XP systems test thousands of lasers simultaneously under extreme stress to ensure they don’t fail after installation.
➡️FormFactor $FORM:
They provide the ultra-precise "probes" and test systems that validate optical performance on the wafer before it is even cut into chips.
7⃣The Atomic Foundation (Raw Materials & Substrates)
The "Bottleneck of Bottlenecks."
No substrate = no laser.
Period.
➡️AXT Inc $AXTI:
A critical supplier of Indium Phosphide (InP) wafers—the physical medium required for the high-performance lasers that drive AI.
➡️IQE PLC $IQE:
The masters of Epitaxy. They "grow" the complex semiconductor layers on wafers atom-by-atom. IQE is the first point of failure in the global supply chain.
➡️Soitec $SOI.PA:
The dominant provider of SOI (Silicon-on-Insulator) wafers, the essential building block for the entire Silicon Photonics movement.
⬇️Executive Summary: The Photonics Supercycle
A situation where a market leader (Lumentum) sells out production nearly 3 years in advance happens once a decade. This means the speculative phase of AI has ended, and the phase of brutal infrastructural execution has begun.
Key Investor Takeaways:
▶️Seek "Available Capacity": If LITE is full, capital and orders will immediately flow to AAOI and COHR.
▶️Watch the Foundations: Without wafers from AXTI and processes from IQE, not a single additional laser can be built. These are the true "Gatekeepers."
▶️Bet on Quality: With such massive production scales, errors are inevitable. Testing companies like AEHR and FORM will benefit from every photon produced.
▶️Innovation is Mandatory: New architectures like LPO (MACOM) or CPO (Sivers/POET) are no longer just curiosities, they are the only way to prevent AI from "suffocating" due to energy and bandwidth limits.
✍1
🇨🇭 Global One SI - Prompt
Claude Cowork is now generally available to all paid plans. Globalone.ch #Prompt #AI
This media is not supported in your browser
VIEW IN TELEGRAM
Anthropic nuked 1000+ startups yesterday.
today they made CS students useless.
today they made CS students useless.
🗿1
This media is not supported in your browser
VIEW IN TELEGRAM
✨🇨🇳An undergraduate student from a Chinese university has developed a dual-form transformable bionic all-terrain robot.
It can freely switch between a spider-like legged form and a wheeled form, and can also carry a drone to achieve integrated air-ground coordination.
This is absolutely amazing!
It can freely switch between a spider-like legged form and a wheeled form, and can also carry a drone to achieve integrated air-ground coordination.
This is absolutely amazing!
$WATT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt #AI
📈 Trading Analysis Report
🔍 Summary Insights:
• Trend: Bullish
• Volatility: High
• Volume: Medium
• Market Sentiment: Bullish
• Confidence Score: 0.85
🎯 Game Plan:
Chart 1: Consider a long position as the trend is bullish. Enter above 18.50 with a stop-loss at 15.50 to protect against downside risk. Target a profit level of 22.00 for a favorable risk-reward ratio. Confirm entry with RSI above 50 and a continued upward move in the moving averages.
📊 Detailed Analysis:
• Trend Analysis
The chart displays a strong bullish trend, evidenced by the upward trajectory of the moving averages. The recent price action shows higher highs and higher lows, which is a classic bullish pattern. Additionally, the price has broken above previous resistance levels, reinforcing the bullish sentiment.
• Support and Resistance Levels
Key support is identified around 15.50, where previous consolidation occurred. Resistance is anticipated at 22.00, aligning with historical price peaks. The current price is testing the resistance zone around 18.90, which, if broken, could lead to further upside.
• Volume Analysis
Volume has been moderate but shows spikes during upward movements, indicating strong buying interest. This pattern suggests that buyers are stepping in at key levels, supporting the bullish trend. A sustained increase in volume could confirm further price advances.
• Momentum Indicators
The RSI is above 50, indicating bullish momentum. The MACD line is above the signal line, confirming upward momentum. These indicators suggest that the current bullish trend may continue, providing confidence for a long position.
• Candlestick Patterns
Recent candlestick formations include bullish engulfing patterns, which are strong indicators of a continued upward trend. These patterns have appeared at key support levels, adding to the bullish conviction. Observing these patterns at resistance breakouts can provide additional entry confirmations.
⏰ Generated on: 10-Apr-2026 15:20
Globalone.ch #Prompt #AI
📈 Trading Analysis Report
🔍 Summary Insights:
• Trend: Bullish
• Volatility: High
• Volume: Medium
• Market Sentiment: Bullish
• Confidence Score: 0.85
🎯 Game Plan:
Chart 1: Consider a long position as the trend is bullish. Enter above 18.50 with a stop-loss at 15.50 to protect against downside risk. Target a profit level of 22.00 for a favorable risk-reward ratio. Confirm entry with RSI above 50 and a continued upward move in the moving averages.
📊 Detailed Analysis:
• Trend Analysis
The chart displays a strong bullish trend, evidenced by the upward trajectory of the moving averages. The recent price action shows higher highs and higher lows, which is a classic bullish pattern. Additionally, the price has broken above previous resistance levels, reinforcing the bullish sentiment.
• Support and Resistance Levels
Key support is identified around 15.50, where previous consolidation occurred. Resistance is anticipated at 22.00, aligning with historical price peaks. The current price is testing the resistance zone around 18.90, which, if broken, could lead to further upside.
• Volume Analysis
Volume has been moderate but shows spikes during upward movements, indicating strong buying interest. This pattern suggests that buyers are stepping in at key levels, supporting the bullish trend. A sustained increase in volume could confirm further price advances.
• Momentum Indicators
The RSI is above 50, indicating bullish momentum. The MACD line is above the signal line, confirming upward momentum. These indicators suggest that the current bullish trend may continue, providing confidence for a long position.
• Candlestick Patterns
Recent candlestick formations include bullish engulfing patterns, which are strong indicators of a continued upward trend. These patterns have appeared at key support levels, adding to the bullish conviction. Observing these patterns at resistance breakouts can provide additional entry confirmations.
⏰ Generated on: 10-Apr-2026 15:20
This media is not supported in your browser
VIEW IN TELEGRAM
🇺🇸 JUST IN: U.S. Vice President departs for Islamabad, Pakistan’s capital, ahead of talks with Iran.
Washington says it is open to negotiations if Iran engages in good faith, but warns it will not respond positively to insincere efforts.
Washington says it is open to negotiations if Iran engages in good faith, but warns it will not respond positively to insincere efforts.
Please open Telegram to view this post
VIEW IN TELEGRAM
This media is not supported in your browser
VIEW IN TELEGRAM
Clone Robotics CEO Dhanush Radhakrishnan: the industry is over-relying on motors and rigid structures.
Their own robots use fluid actuation and Myofiber artificial muscles muscles and a full anatomical skeleton to get closer to how real human move.
clonerobotics.com
Their own robots use fluid actuation and Myofiber artificial muscles muscles and a full anatomical skeleton to get closer to how real human move.
clonerobotics.com
👀1