Texas Capital maintains Buy and $120 price target for OKLO $OKLO following the NRC’s accelerated design approval.

Analyst highlights this as a key step in derisking OKLO’s 7.5GW backlog and accelerating the commercial launch of the Aurora powerhouse.

$OKLO/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$HOVR update 👀

Breakout confirmed.

Called the pressure building under resistance… and now price is ripping through the trigger zone with momentum accelerating hard.

From $2.15 breakout level → now trading near $2.80.

The Technicals NOW:

✅ Trendline breakout completed
✅ Volume expansion validating the move
✅ RSI pushing into momentum territory
✅ OBV continuing higher → accumulation confirmed
✅ TTM Squeeze expanding → volatility release active
This is exactly what strong setups do:
Compression → breakout → expansion.
Next major area I’m watching sits around the $4 zone if momentum continues.
Early positioning matters.

$REPL Wants the Gap Filled

$JOBY In beast mode

$AUR Squeezing

My kind of day.

Strong comeback in Space.

Anthropic just locked up every megawatt at Elon Musk's Colossus 1 data center.

Today they signed a deal worth 300+ megawatts of compute plus stated interest in developing multiple gigawatts of capacity in space.

You are looking at a commodity.

In under a month, Anthropic has locked up:

→ $25 B in compute commitments with Amazon

→ All of SpaceXAI's Colossus 1 in Memphis (300+ MW)

→ Plans for multiple gigawatts of compute in space

Every contract is bilateral (but Unhedged)

This is what forward-buying compute looks like when there is no curve to buy it on.

In every other commodity, this exact structure was the precursor to financialization.

LNG started as bilateral SPAs.
Then JKM listed.
Then liquidity exploded.

Crude was term contracts and offtake deals.
Then Brent and WTI .
Then everything.

Compute is at the same point right now.

Hyperscalers will generate $800 billion in AI revenue by 2029.

NVIDIA's revenue gain alone $453 billion outscales most mega-cap valuations.

CoreWeave: +2,654%.
Marvell: +2,434%.
Broadcom: +1,294%.

Most people read this chart as an equity story.

A commodity trader reads it differently.

Look at the same numbers through a derivatives lens:

Hyperscalers ($800B by 2029) are the natural buyers of compute.

CoreWeave and the neoclouds are the natural sellers sitting on fleets of GPUs that lenders will force them to hedge.

The curve between them termed out to 2029 is the next great commodity market?

It does not exist yet.

But $100 billion of BlackRock capital cannot deploy without it.

🚨BlackRock CEO Larry Fink just said surging demand for computing power could soon create an entirely new asset class centered around buying and selling compute futures.

A market that doesn't exist yet.

Termed out, cleared on a screen, by the end of this decade.

I published exactly this thesis in my latest article:

The argument is simple.

BlackRock cannot deploy $100 billion of AI infrastructure capital without a hedging curve.

They are not predicting compute futures.

They are funding them into existence.

Fink just put it on the record.

What he did not say — and what is inside the edition:

→ Why "compute is the new oil" is the wrong frame entirely

→ The structural twin most analysts are missing

→ The full contract design settlement, reference grade, who clears each side of the curve

→ A worked possible trade with the merchant arbitrage wrapped around it

→ Bear / base / bull market sizing, with the assumption table for each path

→ The trading houses I would watch most closely

→ The Tier 1 / 2 / 3 watchlist with named tickers, and which one to overweight first

5 Best Open-Source GitHub Bots for Polymarket BTC UP/DOWN Markets Right Now (Arbitrage + Momentum + Latency)

Each one uses a different strategy - from pure arbitrage to latency sniping to momentum

1. JLowo/gengar_polymarket_bot

Latency arbitrage on 5-minute BTC UP/DOWN markets. BTC moves on Binance - Polymarket's order book takes seconds to reprice

The bot buys the correct side at a discount before the market catches up

Example: BTC pumps hard, but "BTC Up" shares still trade at $0.60. True probability is 85%. Bot enters, holds to resolution, collects $1.00

Quarter-Kelly sizing - at 80%+ win rate with average entry $0.68, positions range $8–20 per trade depending on edge and bankroll. Circuit breaker built in: daily loss limit configurable via .env, Telegram alert when triggered

GitHub: github.com/JLowo/gengar_polymarket_bot

2. djienne/Polymarket-bot

Two strategies in one repo - run them separately or together

Gabagool: pure arbitrage. Buys both YES and NO when combined price is below $1.00 - profit locked in regardless of BTC direction

Smart Ape: momentum. Enters the side the market is already favoring when book skew and confidence pass the threshold. Stop-loss and flip-stop cut bad paths before resolution

Kelly Criterion sizing for both strategies independently. Real-time auto-optimization adjusts parameters based on recent performance

GitHub: github.com/djienne/Polymarket-bot

3. Jonmaa/btc-polymarket-bot

Pure arbitrage on 15-minute BTC UP/DOWN markets.
Scans the order book continuously - when UP + DOWN combined cost drops below $1.00, both legs are entered simultaneously

Depth-aware sizing: walks the ask book to find the real worst-fill price before committing. No optimistic pricing

Paired execution verification: if only one leg fills, the bot cancels the other and attempts to flatten exposure immediately

Auto-switches to the next market when the current window closes. Simulation mode connects to real live feeds without placing orders

GitHub: github.com/Jonmaa/btc-polymarket-bot

4. CarlosIbCu/polymarket-kalshi-btc-arbitrage-bot

The only bot in this list that trades two platforms simultaneously

Detects risk-free arbitrage between Polymarket and Kalshi on the BTC 1-hour UP/DOWN market

Logic: if YES on Kalshi + DOWN on Polymarket costs less than $1.00 for the same expiry - guaranteed profit regardless of outcome

Smart matching automatically pairs Polymarket events with their Kalshi equivalents. Checks both directions: Poly Down + Kalshi Yes and Poly Up + Kalshi No

GitHub: github.com/CarlosIbCu/polymarket-kalshi-btc-arbitrage-bot

5. PolyBullLabs/polymarket-5min-15min-1hour-arbitrage-trading-bot

Three production-style Python bots in one repo covering 5m, 15m, and 1h UP/DOWN markets

VWAP bot: enters when price pulls above VWAP with positive momentum in a late, narrow window

Consensus bot: in the last minutes, buys the side the order book already favors - filters by spread and ask skew confidence

Dump-and-hedge: detects a sharp BTC dump, enters one side, then hedges the other when combined pair cost clears the edge threshold

MACD + RSI + VWAP combined for the momentum stack. Dry run mode, spend caps, stop-loss built in across all three bots

GitHub: github.com/PolyBullLabs/polymarket-5min-15min-1hour-arbitrage-trading-bot

$UMAC $LUNR $RKLB $ONDS $KTOS | Scale AI secures a $500M Pentagon deal, a 5 five fold increase from 2025.

Backed by Meta’s 49% stake, Scale is deploying Donovan platform to process classified data for the Golden Dome and Thunderforge programs, securing AI Led superiority.

Piper Sandler raises HUT 8 $HUT price target to $127, citing the $9.8B Beacon Point lease as validation of its AI model.

With 597MW contracted and a 1GW Anthropic pipeline, HUT is scaling into a premier AI power platform with $1.1B in annual NOI.

$MU $WDC $SNDK $ASML | South Korea overtakes Canada as the 7th largest equity market, with market cap surging 71% to $4.59 Trillion.

Driven by AI chip demand and Samsung hitting a $1 Trillion valuation, Korea’s tech growth is outpacing Canada’s energy and financial sectors.

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

Redwire $RDW reports record $498M backlog, surging 71% as it secures the space infrastructure for Artemis II.

With gross margins rising to 26.6% and a 1.92 book to bill ratio, Redwire is primed for a massive H2 ramp as it eyes a $500M revenue year.

Wolfe Research raises $GLW Corning price target to $230, citing a $6 Billion Meta $META deal and Nvidia $NVIDIA partnership as AI catalysts.

With Optical sales up 36% and an upgraded $35B sales goal by 2030, Corning is rerating as the primary backbone of AI data centers.

🚨 $GOOGL just split the TPU into TWO chips for the first time in a decade.

1. TPU 8t → training
2. TPU 8i → inference

Biggest re-architecture of the AI ASIC supply chain since Hopper. Here’s the order book + every layer that benefits 👇

━━━━━━━━━━━━━━
THE ORDER BOOK
━━━━━━━━━━━━━━
• Anthropic anchor: 1 GW online in 2026 + 3.5 GW more from 2027 (via $AVGO)
• $AVGO long-term TPU agreement locked through 2031
• $MTK joined as 2nd silicon partner (designs TPU 8i)
• MediaTek requested 7x CoWoS capacity at $TSM by 2027 — 20K wafers in 2026 → 150K in 2027 (7x)
• $GOOGL committing $185B annual infra capex
This is a multi-year build-out 📈

━━━━━━━━━━━━━━
THE CHIPS
━━━━━━━━━━━━━━
• TPU 8t: 121 FP4 ExaFLOPs
• TPU 8i: 3x on-chip SRAM, 80% better perf/$ vs Ironwood
• $TSMC N3, hosted on Google’s Axion Arm CPU

━━━━━━━━━━━━━━
ASIC DESIGN & IP
━━━━━━━━━━━━━━
$AVGO — designs TPU 8t (training).

-> 3.5 GW Anthropic commitment routes through Broadcom.
-> Also supplies networking, SerDes, power mgmt, packaging.
-> Biggest single beneficiary outside Google itself.

━━━━━━━━━━━━━━
WAFER & ADVANCED PACKAGING
━━━━━━━━━━━━━━
$TSM — N3 today, N2 for next-gen TPUs in 2027. CoWoS is THE bottleneck.
$AMKR — advanced packaging beneficiary as CoWoS demand spills over.

━━━━━━━━━━━━━━
🔆 OPTICAL & HIGH-SPEED INTERCONNECT
━━━━━━━━━━━━━━
$COHR — optical modules + OCS (double exposure)
$LITE — optical modules + OCS
$AAOI — optical engine components
$MRVL — ASIC & high-speed interconnect
$CRDO — AECs, retimers, Optics, Zeroflaps
$FN — precision assembly + ultra-high precision OCS
$MTSI / $SMTC — analog optoelectronic chips
Million-chip clusters are an interconnect problem

━━━━━━━━━━━━━━
MEMORY (HBM is the silent kingmaker)
━━━━━━━━━━━━━━
TPU 8t = 216 GB HBM3E/chip
TPU 8i = 288 GB HBM3E/chip
2 PB HBM per single 8t superpod

• Samsung Electronics
• SK Hynix ($EWY proxy)
• $MU — finally inside the TPU BOM
• $SNDK — NAND for storage tier
HBM is structurally undersupplied through 2027 $DRAM 🚀

━━━━━━━━━━━━━━
⚡ POWER & THERMAL
━━━━━━━━━━━━━━
8t pods draw multi-MW. Anthropic alone = 4.5 GW
Power: $MPWR, $AEIS, $VICR
Thermal: $VRT, $MOD, $NVT
Every new GW of TPU = new MW of power + cooling content

━━━━━━━━━━━━━━
🛠️ SYSTEM ASSEMBLY & EMS
━━━━━━━━━━━━━━
$CLS — cleanest TPU rack assembly play
$JBL — scaling AI server content
$FLEX — riding the same wave
These names get repriced as TPU pod volumes ramp into 2027

━━━━━━━━━━━━━━
🔬 TEST, CPU, CABLES, PCB
━━━━━━━━━━━━━━
$FORM — wafer probing, test intensity rises with chiplet TPUs
$ARM — Axion = Arm royalty replacing x86 in TPU hosts (massive architectural win)
$APH — high-density connectors
$TEL — TE Connectivity
$AEHR — Optics testing
$GLW — Corning, AOC + optical fiber
$TTMI — PCB content per pod

━━━━━━━━━━━━━━
🎯 BOTTOM LINE
━━━━━━━━━━━━━━
3 driving forces:
1.Anthropic’s 4.5 GW TPU commitment locks demand through 2031
2.MediaTek dual-sourcing cuts per-chip cost 30% → expands TAM
3.$GOOGL becoming a credible 2nd source to $NVDA forces every hyperscaler to react
📈The TPU ecosystem went from a Google-only curiosity to a multi hundred-billion-$ supply chain in 18 months.

$ARM/USD H2 #Indicator #Signal #Trading #GlobalOneAI