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Dario Amodei:
"Claude is already designing the next version of itself. Not completely, but in many ways."
"Engineers aren't writing code anymore."
AGI is already here?
"Claude is already designing the next version of itself. Not completely, but in many ways."
"Engineers aren't writing code anymore."
AGI is already here?
$IREN $NBIS $WULF $CRWV $HUT $APLD | Anthropic’s revenue reached a $40B run rate in Q1 2026, up 80x since 2024.
With 10 new finance agents launched in NYC, Anthropic is scaling toward a $900B valuation by automating banking workflows and securing 8.5GW of compute power.
With 10 new finance agents launched in NYC, Anthropic is scaling toward a $900B valuation by automating banking workflows and securing 8.5GW of compute power.
🇨🇭 Global One SI - Prompt
$CRML/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
Critical Metals $CRML secures Greenland’s approval for a 70% stake in 60° North Greenland ApS.
By controlling local logistics and drilling, Critical Metals accelerates development at Tanbreez, one of the world’s largest heavy rare earth deposits.
By controlling local logistics and drilling, Critical Metals accelerates development at Tanbreez, one of the world’s largest heavy rare earth deposits.
🇨🇭 Global One SI - Prompt
$LEU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Centrus Energy $LEU is raising 2026 revenue guidance to $450M - $500M, fueled by a massive $3.9B backlog extending to 2040.
With $500M in capital deployment, Centrus is scaling Piketon facility and hiring over 200 employees to lead U.S. nuclear fuel.
With $500M in capital deployment, Centrus is scaling Piketon facility and hiring over 200 employees to lead U.S. nuclear fuel.
The world's top 25 copper miners produced this in Q4 2025.
It still isn't enough....
🥇 BHP: 490,500 tonnes down 4% YoY
🥈 Codelco: 397,076 down 3.2% YoY
🥉 Freeport-McMoRan: 290,299 down 38.5% YoY
The largest producers are all declining yoy.
Meanwhile the energy transition, EV buildout, and AI data center boom all need copper at a scale this chart cannot support.
The supply response isn't coming fast enough.
New mines take 10-16 years from discovery to production.
The miners on this list are already struggling to hold flat output at existing operations.
Glencore +8.8%.
Teck +9.8%.
CMOC +13.6%.
The winners are gaining share but the total pool isn't growing at anything close to the rate demand requires.
The commodity nobody talks about is the one the entire modern economy runs on.
It still isn't enough....
🥇 BHP: 490,500 tonnes down 4% YoY
🥈 Codelco: 397,076 down 3.2% YoY
🥉 Freeport-McMoRan: 290,299 down 38.5% YoY
The largest producers are all declining yoy.
Meanwhile the energy transition, EV buildout, and AI data center boom all need copper at a scale this chart cannot support.
The supply response isn't coming fast enough.
New mines take 10-16 years from discovery to production.
The miners on this list are already struggling to hold flat output at existing operations.
Glencore +8.8%.
Teck +9.8%.
CMOC +13.6%.
The winners are gaining share but the total pool isn't growing at anything close to the rate demand requires.
The commodity nobody talks about is the one the entire modern economy runs on.
🇨🇭 Global One SI - Prompt
For the first time, Codex has surpassed Claude Code in daily downloads. GPT-5.5 in Codex is widening the gap.
Codex vs. Claude Code downloads & general usage.
The gap is widening - fast.
The gap is widening - fast.
👀1
$IREN — This consolidation is starting to look VERY constructive.
After a monster run… price is no longer dumping.
It’s building structure.
The Technicals:
✅ Higher lows holding above key support
✅ Tight consolidation under resistance
✅ Trendline breakout attempt underway
✅ Volume staying elevated → interest remains strong
✅ OBV stabilizing → no major distribution
This is how strong momentum names reset before continuation.
- If $55 breaks clean… this could quickly revisit the highs.
AI + infrastructure + energy narrative still VERY hot.
- First major target: $75+
- Quiet accumulation or just a pause before expansion?
After a monster run… price is no longer dumping.
It’s building structure.
The Technicals:
✅ Higher lows holding above key support
✅ Tight consolidation under resistance
✅ Trendline breakout attempt underway
✅ Volume staying elevated → interest remains strong
✅ OBV stabilizing → no major distribution
This is how strong momentum names reset before continuation.
- If $55 breaks clean… this could quickly revisit the highs.
AI + infrastructure + energy narrative still VERY hot.
- First major target: $75+
- Quiet accumulation or just a pause before expansion?
🇨🇭 Global One SI - Prompt
$STKE 👀 — Quietly setting up… After months of downtrend, this is starting to shift character. The Technicals: ✅ Higher lows forming → structure improving ✅ Reclaiming key zone around $1.25–1.30 ✅ Testing descending trendline → breakout pressure building…
$STKE 👀
Starting to wake up exactly as expected.
Called the setup before the breakout pressure built… now price is reclaiming more structure day after day.
The Technicals:
✅ Higher lows remain intact
✅ Trendline breakout attempt still active
✅ RSI pushing higher → momentum improving
✅ OBV curling up → accumulation growing
✅ TTM Squeeze expanding → volatility phase beginning
This still feels EARLY.
Small caps with improving structure + low attention can move violently once volume hits.
A clean push through $1.70 could open the door for a much bigger continuation move.
Patience. Structure. Timing. 📈
Starting to wake up exactly as expected.
Called the setup before the breakout pressure built… now price is reclaiming more structure day after day.
The Technicals:
✅ Higher lows remain intact
✅ Trendline breakout attempt still active
✅ RSI pushing higher → momentum improving
✅ OBV curling up → accumulation growing
✅ TTM Squeeze expanding → volatility phase beginning
This still feels EARLY.
Small caps with improving structure + low attention can move violently once volume hits.
A clean push through $1.70 could open the door for a much bigger continuation move.
Patience. Structure. Timing. 📈
$BDRX — This one is waking up FAST.
After months of heavy downside… price is finally reclaiming momentum and pressing into breakout territory.
The Technicals:
✅ Descending trendline break attempt
✅ Strong reclaim from $3 zone lows
✅ Massive relative volume hitting the tape
✅ TTM momentum turning positive
✅ OBV exploding → aggressive accumulation
This is NOT normal action for a forgotten microcap.
- Over $4.50… this can accelerate hard.
Low float + momentum + volume = dangerous combo for shorts.
- Next major zone sits much higher if continuation kicks in.
👉 Watching this VERY closely.
After months of heavy downside… price is finally reclaiming momentum and pressing into breakout territory.
The Technicals:
✅ Descending trendline break attempt
✅ Strong reclaim from $3 zone lows
✅ Massive relative volume hitting the tape
✅ TTM momentum turning positive
✅ OBV exploding → aggressive accumulation
This is NOT normal action for a forgotten microcap.
- Over $4.50… this can accelerate hard.
Low float + momentum + volume = dangerous combo for shorts.
- Next major zone sits much higher if continuation kicks in.
👉 Watching this VERY closely.
🇨🇭 Global One SI - Prompt
TradingView MCP Bridge github.com/iliaal/tradingview-mcp
Claude Code x TradingView is the best AI trading quant of all time.
Gone are the days of AI slop market analysis - AI is now better at technical analysis than you.
Here's how you can turn Claude Code into your expert trading quant (in <5 minutes):
Step 1. Ensure you have these requirements:
• Claude Code - installed on your computer (this is what talks to TradingView)
• Node.js 18+ - installed on your computer (the MCP server runs on this)
• TradingView Desktop app - downloaded from tradingview.com/desktop
• A valid TradingView subscription (paid plan for real-time data)
Step 2. Open Claude Code and run the following prompt to connect the TradingView MCP:
"Install the TradingView MCP server. Clone and explore
github.com/iliaal/tradingview-mcp, run npm install, add to my MCP config at ~/.claude/.mcp.json, and launch TradingView with the debug port."
Step 3. Health check
Restart Claude Code, and paste this prompt:
"Use tv_health_check to confirm TradingView is connected."
If correctly connected, Claude Code should respond with a confirmation.
Step 4. Start prompting
Claude Code now has access to your ENTIRE TradingView environment
Your charts, your technical analysis, alerts - everything.
Use this prompt to turn Claude Code into your personal market analyst:
"Act as an elite quantitative trader and technical analyst with full access to my TradingView environment.
Analyze the current market structure for [ASSET] on the following timeframes: 5m, 15m, 1H, 4H, 1D.
Use my existing indicators, drawings, and chart context to:
Identify the current trend and market regime (trending, ranging, accumulation, distribution)
Mark key support and resistance levels based on price action and liquidity
Identify liquidity pools, stop clusters, and likely areas of manipulation
Analyze momentum using RSI, MACD, and volume where available
Detect any chart patterns (breakouts, consolidations, deviations, etc.)
Evaluate confluence across timeframes
Then provide:
A clear directional bias (bullish, bearish, neutral)
The highest probability trade setup right now
Exact entry, stop loss, and take profit levels
Risk-to-reward ratio
Invalidation point (what would prove this analysis wrong)
Finally:
Explain your reasoning step-by-step in plain English.
Avoid generic statements. Be decisive.
If no high-quality setup exists, explicitly say “no trade” and explain why."
This is an EXTREMELY powerful setup - make sure to save this post so you don't forget it.
Gone are the days of AI slop market analysis - AI is now better at technical analysis than you.
Here's how you can turn Claude Code into your expert trading quant (in <5 minutes):
Step 1. Ensure you have these requirements:
• Claude Code - installed on your computer (this is what talks to TradingView)
• Node.js 18+ - installed on your computer (the MCP server runs on this)
• TradingView Desktop app - downloaded from tradingview.com/desktop
• A valid TradingView subscription (paid plan for real-time data)
Step 2. Open Claude Code and run the following prompt to connect the TradingView MCP:
"Install the TradingView MCP server. Clone and explore
github.com/iliaal/tradingview-mcp, run npm install, add to my MCP config at ~/.claude/.mcp.json, and launch TradingView with the debug port."
Step 3. Health check
Restart Claude Code, and paste this prompt:
"Use tv_health_check to confirm TradingView is connected."
If correctly connected, Claude Code should respond with a confirmation.
Step 4. Start prompting
Claude Code now has access to your ENTIRE TradingView environment
Your charts, your technical analysis, alerts - everything.
Use this prompt to turn Claude Code into your personal market analyst:
"Act as an elite quantitative trader and technical analyst with full access to my TradingView environment.
Analyze the current market structure for [ASSET] on the following timeframes: 5m, 15m, 1H, 4H, 1D.
Use my existing indicators, drawings, and chart context to:
Identify the current trend and market regime (trending, ranging, accumulation, distribution)
Mark key support and resistance levels based on price action and liquidity
Identify liquidity pools, stop clusters, and likely areas of manipulation
Analyze momentum using RSI, MACD, and volume where available
Detect any chart patterns (breakouts, consolidations, deviations, etc.)
Evaluate confluence across timeframes
Then provide:
A clear directional bias (bullish, bearish, neutral)
The highest probability trade setup right now
Exact entry, stop loss, and take profit levels
Risk-to-reward ratio
Invalidation point (what would prove this analysis wrong)
Finally:
Explain your reasoning step-by-step in plain English.
Avoid generic statements. Be decisive.
If no high-quality setup exists, explicitly say “no trade” and explain why."
This is an EXTREMELY powerful setup - make sure to save this post so you don't forget it.
TradingView
Get all the power and flexibility of the cloud plus the benefits of the desktop experience with TradingView Desktop.
✍1
54 Leading Names Trading Above 100M+ Avg Dollar Volume, and All Major Moving Averages.
$ARM – Semiconductors
$MU – Semiconductors
$TSEM – Semiconductors
$ALAB – Semiconductors
$CRDO – Semiconductors
$INTC – Semiconductors
$QCOM – Semiconductors
$NVTS – Semiconductors
$MXL – Semiconductors
$AEHR – Semiconductor Equipment
$AXTI – Semiconductor Equipment
$WDC – Computer Hardware
$STX – Computer Hardware
$SNDK – Computer Hardware
$IONQ – Computer Hardware
$NOK – Communication Equipment
$LITE – Communication Equipment
$VIAV – Communication Equipment
$AAOI – Communication Equipment
$CRWV – Software Infrastructure
$BB – Software Infrastructure
$FIVN – Software Infrastructure
$DOCN – Software Infrastructure
$NBIS – Software Infrastructure
$FSLY – Software Application
$KEEL – IT Services
$APLD – IT Services / Data Centers
$CIFR – IT Services / Bitcoin Mining
$OUST – Electronic Components
$TTMI – Electronic Components
$AMPX – Electrical Equipment & Parts
$FPS – Electrical Equipment & Parts
$BE – Electrical Equipment & Parts
$PLUG – Electrical Equipment & Parts
$SEDG – Solar
$PBF – Oil & Gas Refining & Marketing
$SEI – Oil & Gas Equipment & Services
$PL – Aerospace & Defense
$AUR – Auto Parts / Autonomous Tech
$GLXY – Capital Markets (Crypto)
$WULF – Capital Markets (Bitcoin Mining)
$RIOT – Capital Markets (Bitcoin Mining)
$CLSK – Capital Markets (Bitcoin Mining)
$CRCL – Capital Markets (Crypto)
$IREN – Capital Markets (Bitcoin Mining)
$MP – Metals & Mining
$CRML – Metals & Mining
$USAR – Metals & Mining
$UAMY – Metals & Mining
$LWLG – Specialty Chemicals / Photonics
$ARM – Semiconductors
$MU – Semiconductors
$TSEM – Semiconductors
$ALAB – Semiconductors
$CRDO – Semiconductors
$INTC – Semiconductors
$QCOM – Semiconductors
$NVTS – Semiconductors
$MXL – Semiconductors
$AEHR – Semiconductor Equipment
$AXTI – Semiconductor Equipment
$WDC – Computer Hardware
$STX – Computer Hardware
$SNDK – Computer Hardware
$IONQ – Computer Hardware
$NOK – Communication Equipment
$LITE – Communication Equipment
$VIAV – Communication Equipment
$AAOI – Communication Equipment
$CRWV – Software Infrastructure
$BB – Software Infrastructure
$FIVN – Software Infrastructure
$DOCN – Software Infrastructure
$NBIS – Software Infrastructure
$FSLY – Software Application
$KEEL – IT Services
$APLD – IT Services / Data Centers
$CIFR – IT Services / Bitcoin Mining
$OUST – Electronic Components
$TTMI – Electronic Components
$AMPX – Electrical Equipment & Parts
$FPS – Electrical Equipment & Parts
$BE – Electrical Equipment & Parts
$PLUG – Electrical Equipment & Parts
$SEDG – Solar
$PBF – Oil & Gas Refining & Marketing
$SEI – Oil & Gas Equipment & Services
$PL – Aerospace & Defense
$AUR – Auto Parts / Autonomous Tech
$GLXY – Capital Markets (Crypto)
$WULF – Capital Markets (Bitcoin Mining)
$RIOT – Capital Markets (Bitcoin Mining)
$CLSK – Capital Markets (Bitcoin Mining)
$CRCL – Capital Markets (Crypto)
$IREN – Capital Markets (Bitcoin Mining)
$MP – Metals & Mining
$CRML – Metals & Mining
$USAR – Metals & Mining
$UAMY – Metals & Mining
$LWLG – Specialty Chemicals / Photonics
$NVDA Nvidia just figured out how to put an AI data center on the side of your house. And pay you to host it.
Each XFRA node packs 16 Blackwell RTX Pro 6000 GPUs, 4 AMD EPYC CPUs, and 3TB of RAM in a Dell PowerEdge rack mounted next to the AC condenser. The homeowner pays nothing for the hardware. They get discounted electricity and internet in exchange for letting Span tap unused capacity on their electrical panel.
This sounds insane until you look at the actual constraint blocking AI infrastructure.
Hyperscalers are not GPU-limited. Nvidia ships them on schedule. They are not capital-limited. They are sitting on hundreds of billions in capex. What they cannot get is grid interconnection. A 100MW data center requires a substation upgrade that takes 4 to 7 years in most US markets. US grid operators have over 2,600 gigawatts stuck in their interconnection queues per Lawrence Berkeley Lab. The wait, not the silicon, is the bottleneck.
Span solved this by going behind the meter.
A new Pulte home has 200A service. That's 48kW of capacity. The home uses 1 to 3kW most hours. The headroom never gets touched. Span's smart panel measures real-time consumption and dynamically routes whatever the home isn't using to the XFRA node. No substation upgrade. No queue. Just slack capacity sitting on the residential side of the meter, already cleared.
Span claims it can deploy 8,000 nodes for one fifth the cost of a comparable 100MW centralized facility, six times faster.
PulteGroup is the wedge. They delivered 29,000 homes in 2025. The XFRA unit goes in during construction next to the smart meter. No retrofit. Pulte gets a feature on the spec sheet and revenue share on the compute that flows through the wall.
The grid was the bottleneck. Pulte just became the workaround.
Each XFRA node packs 16 Blackwell RTX Pro 6000 GPUs, 4 AMD EPYC CPUs, and 3TB of RAM in a Dell PowerEdge rack mounted next to the AC condenser. The homeowner pays nothing for the hardware. They get discounted electricity and internet in exchange for letting Span tap unused capacity on their electrical panel.
This sounds insane until you look at the actual constraint blocking AI infrastructure.
Hyperscalers are not GPU-limited. Nvidia ships them on schedule. They are not capital-limited. They are sitting on hundreds of billions in capex. What they cannot get is grid interconnection. A 100MW data center requires a substation upgrade that takes 4 to 7 years in most US markets. US grid operators have over 2,600 gigawatts stuck in their interconnection queues per Lawrence Berkeley Lab. The wait, not the silicon, is the bottleneck.
Span solved this by going behind the meter.
A new Pulte home has 200A service. That's 48kW of capacity. The home uses 1 to 3kW most hours. The headroom never gets touched. Span's smart panel measures real-time consumption and dynamically routes whatever the home isn't using to the XFRA node. No substation upgrade. No queue. Just slack capacity sitting on the residential side of the meter, already cleared.
Span claims it can deploy 8,000 nodes for one fifth the cost of a comparable 100MW centralized facility, six times faster.
PulteGroup is the wedge. They delivered 29,000 homes in 2025. The XFRA unit goes in during construction next to the smart meter. No retrofit. Pulte gets a feature on the spec sheet and revenue share on the compute that flows through the wall.
The grid was the bottleneck. Pulte just became the workaround.
👀1
🇨🇭 Global One SI - Prompt
CCXT connects your code to 111 crypto exchanges with a single unified API market data, trading, backtesting, arbitrage, bot programming, all in JavaScript, Python, C#, PHP, and Go. 2.4 million downloads a year and most retail traders have never heard of it.…
Investing Algorithm Framework:
A Python framework for developing, backtesting, and deploying automated trading algorithms and trading bots.
github.com/coding-kitties/investing-algorithm-framework
A Python framework for developing, backtesting, and deploying automated trading algorithms and trading bots.
github.com/coding-kitties/investing-algorithm-framework
✍1