🇨🇭 Global One SI - Prompt
Google's portfolio is insane! Their investments in SpaceX and Anthropic alone could be valued at ~$1T. Even if their competitors "win" the AI race, Google will still benefit massively. Genius play.
Google just opened talks with SpaceX to launch data centers in orbit. Google already owns 6.1% of SpaceX.
That stake traces back to a $900 million check Google wrote in January 2015 at a $12 billion valuation. SpaceX is preparing the largest IPO in history this summer at $1.75 trillion. Google's slice clears roughly $107 billion on paper, a 119x return on a single check.
The orbital data center pitch is the SpaceX IPO growth story. Without it, the company is rockets plus Starlink, both known quantities. With it, SpaceX becomes the AI compute substrate, which is what justifies a $1.75 trillion multiple. Elon has been telling investors orbital compute is the company's next major commercial product. A Google contract turns slideware into anchor customer.
The economics haven't crossed the line yet. Falcon 9 sun-synchronous pricing runs about $2,900 per kilogram today. Google's own analysis puts the breakeven at roughly $200 per kilogram, a 14x compression. Starship's stated target is $100 to $300 per kilogram at full reuse maturity, expected late this decade.
Power solves itself in orbit. Heat is the binding constraint. Space is cold but it is also a vacuum, so warmth has nowhere to leave. Starcloud's 200-kilowatt satellite, launching aboard Starship before the end of 2026, will fly what its team claims is the largest radiator ever orbited. The radiator is the data center.
Now look at the buyer side. Anthropic is in talks with SpaceX for orbital capacity. xAI sits inside SpaceX after February's deal, Memphis supercluster included. Google is the third frontier AI name. SpaceX is consolidating compute under one roof months before going public.
That rocket company IPOs in months. The customer that just made the orbital pitch real is also one of its largest pre-IPO shareholders.
Google just signed itself as anchor tenant on a building it co-owns.
That stake traces back to a $900 million check Google wrote in January 2015 at a $12 billion valuation. SpaceX is preparing the largest IPO in history this summer at $1.75 trillion. Google's slice clears roughly $107 billion on paper, a 119x return on a single check.
The orbital data center pitch is the SpaceX IPO growth story. Without it, the company is rockets plus Starlink, both known quantities. With it, SpaceX becomes the AI compute substrate, which is what justifies a $1.75 trillion multiple. Elon has been telling investors orbital compute is the company's next major commercial product. A Google contract turns slideware into anchor customer.
The economics haven't crossed the line yet. Falcon 9 sun-synchronous pricing runs about $2,900 per kilogram today. Google's own analysis puts the breakeven at roughly $200 per kilogram, a 14x compression. Starship's stated target is $100 to $300 per kilogram at full reuse maturity, expected late this decade.
Power solves itself in orbit. Heat is the binding constraint. Space is cold but it is also a vacuum, so warmth has nowhere to leave. Starcloud's 200-kilowatt satellite, launching aboard Starship before the end of 2026, will fly what its team claims is the largest radiator ever orbited. The radiator is the data center.
Now look at the buyer side. Anthropic is in talks with SpaceX for orbital capacity. xAI sits inside SpaceX after February's deal, Memphis supercluster included. Google is the third frontier AI name. SpaceX is consolidating compute under one roof months before going public.
That rocket company IPOs in months. The customer that just made the orbital pitch real is also one of its largest pre-IPO shareholders.
Google just signed itself as anchor tenant on a building it co-owns.
🇨🇭 Global One SI - Prompt
$USAR/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
USA Rare Earth $USAR expects to sign a $1.6B federal funding deal this May.
2026 outlook includes commissioning Colorado facility in Q2, finishing the Round Top DFS in Q4, and reaching 600 MTPA magnet capacity by year end.
2026 outlook includes commissioning Colorado facility in Q2, finishing the Round Top DFS in Q4, and reaching 600 MTPA magnet capacity by year end.
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🤖 LATEST: Figure livestreamed an 8-hour fully autonomous shift of its Figure 03 humanoid robot sorting and positioning packages for scanning.
🇨🇭 Global One SI - Prompt
Photo
Cathie Wood says that SpaceX’s orbital data center business could “dwarf Starlink”
Starlink already has 12M+ subscribers across 160+ countries/territories and 10,300+ satellites - the largest constellation in history and targeted to hit 25M subscribers by the end of 2026
And the investor who called Tesla early just said orbital compute could be even bigger
This is going to be a completely different game
• SpaceX/xAI builds world-class infrastructure first for itself (Colossus: 555,000 GPUs)
• Then opens it to everyone - including competitors
• Anthropic just signed a ~$4B deal for Colossus capacity
• Google is in active talks with SpaceX for Project Suncatcher - orbital AI data centers
Every dollar competitors pay accelerates the infrastructure that trains Grok and powers the next leap
Most companies hoard compute and charge premiums
SpaceX builds it, rents it out, and still pulls further ahead
SpaceX is building the cloud… in space
Starlink already has 12M+ subscribers across 160+ countries/territories and 10,300+ satellites - the largest constellation in history and targeted to hit 25M subscribers by the end of 2026
And the investor who called Tesla early just said orbital compute could be even bigger
This is going to be a completely different game
• SpaceX/xAI builds world-class infrastructure first for itself (Colossus: 555,000 GPUs)
• Then opens it to everyone - including competitors
• Anthropic just signed a ~$4B deal for Colossus capacity
• Google is in active talks with SpaceX for Project Suncatcher - orbital AI data centers
Every dollar competitors pay accelerates the infrastructure that trains Grok and powers the next leap
Most companies hoard compute and charge premiums
SpaceX builds it, rents it out, and still pulls further ahead
SpaceX is building the cloud… in space
30 Leading Names Trading Above $1B Dollar Volume Liqudity, and All Major Moving Averages.
$PANW — Software Infrastructure
$NBIS — Software Infrastructure
$AKAM — Software Infrastructure
$WOLF — Semiconductors
$TSEM — Semiconductors
$QCOM — Semiconductors
$ON — Semiconductors
$MU — Semiconductors
$MRVL — Semiconductors
$INTC — Semiconductors
$ARM — Semiconductors
$AMD — Semiconductors
$ALAB — Semiconductors
$COHR — Scientific & Technical Instruments
$GLW — Electronic Components
$VRT — Electrical Equipment & Parts
$BE — Electrical Equipment & Parts
$WDC — Computer Hardware
$STX — Computer Hardware
$SNDK — Computer Hardware
$IONQ — Computer Hardware
$DELL — Computer Hardware
$NOK — Communication Equipment
$LITE — Communication Equipment
$AAOI — Communication Equipment
$IREN — Capital Markets
$CRCL — Capital Markets
$TSLA — Auto Manufacturers
$F — Auto Manufacturers
$RKLB — Aerospace & Defense
$PANW — Software Infrastructure
$NBIS — Software Infrastructure
$AKAM — Software Infrastructure
$WOLF — Semiconductors
$TSEM — Semiconductors
$QCOM — Semiconductors
$ON — Semiconductors
$MU — Semiconductors
$MRVL — Semiconductors
$INTC — Semiconductors
$ARM — Semiconductors
$AMD — Semiconductors
$ALAB — Semiconductors
$COHR — Scientific & Technical Instruments
$GLW — Electronic Components
$VRT — Electrical Equipment & Parts
$BE — Electrical Equipment & Parts
$WDC — Computer Hardware
$STX — Computer Hardware
$SNDK — Computer Hardware
$IONQ — Computer Hardware
$DELL — Computer Hardware
$NOK — Communication Equipment
$LITE — Communication Equipment
$AAOI — Communication Equipment
$IREN — Capital Markets
$CRCL — Capital Markets
$TSLA — Auto Manufacturers
$F — Auto Manufacturers
$RKLB — Aerospace & Defense
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🇺🇸 US SENATE WILL VOTE ON THE CLARITY ACT TODAY AT 10:30 AM ET
INSIDERS REPORT THAT THIS BILL WILL INJECT OVER $2.5 TRILLION INTO THE MARKET
LETS HOPE FOR APPROVAL!!
INSIDERS REPORT THAT THIS BILL WILL INJECT OVER $2.5 TRILLION INTO THE MARKET
LETS HOPE FOR APPROVAL!!
🇨🇭 Global One SI - Prompt
/goal is the most powerful way to use AI right now. It's literally like deploying mini AI employees that work on your behalf 24/7.
How to set up /goal in Codex in <60 seconds:
🇨🇭 Global One SI - Prompt
The entire AI industry visualised in one chart and somehow every single arrow leads back to $NVDA. $5.5 trillion makes a lot more sense now.
Most insane stat in markets right now:
NVIDIA alone is worth more than India's ENTIRE stock market.
And 2x Germany's.
We are not in normal times.
NVIDIA alone is worth more than India's ENTIRE stock market.
And 2x Germany's.
We are not in normal times.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨 Reports ahead of the Trump–Xi summit point to possible Chinese purchases of:
🌱 Soybeans
🛢 U.S. oil
🔥 LNG
✈️ Boeing jets
If 🇨🇳 China agrees to buy more 🇺🇸 LNG, this changes the entire setup for US LNG exporters.
If this deal materializes, the company I highlighted in my latest article could rally hard as the market reprices long-term LNG demand.
🌱 Soybeans
🛢 U.S. oil
🔥 LNG
✈️ Boeing jets
If 🇨🇳 China agrees to buy more 🇺🇸 LNG, this changes the entire setup for US LNG exporters.
If this deal materializes, the company I highlighted in my latest article could rally hard as the market reprices long-term LNG demand.
🇨🇭 Global One SI - Prompt
/goal is the most powerful way to use AI right now. It's literally like deploying mini AI employees that work on your behalf 24/7.
Claude Code just shipped /goal.
You set a condition. Claude keeps working across turns until it's met. No babysitting. No prompting each step.
A separate AI checks the work after every turn. Not Claude judging itself.
Set it. Walk away. Come back to finished work.
I made a cheat sheet. Save it.
You set a condition. Claude keeps working across turns until it's met. No babysitting. No prompting each step.
A separate AI checks the work after every turn. Not Claude judging itself.
Set it. Walk away. Come back to finished work.
I made a cheat sheet. Save it.
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Jane Street Quant ~$7M/year showed the fund's code that analyzes ALL MARKET data every millisecond
- the library that made $20.5B/year and nobody talks about
33-min guide on the code a tier-1 fund has been running for ~16 years to stay on top
bookmark & watch - instead of Netflix to learn how to do the same!
- the library that made $20.5B/year and nobody talks about
33-min guide on the code a tier-1 fund has been running for ~16 years to stay on top
bookmark & watch - instead of Netflix to learn how to do the same!
✍1
🇨🇭 Global One SI - Prompt
Jane Street Quant ~$7M/year showed the fund's code that analyzes ALL MARKET data every millisecond - the library that made $20.5B/year and nobody talks about 33-min guide on the code a tier-1 fund has been running for ~16 years to stay on top bookmark &…
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Jane Street Quant ~$4M/year - revealed how the fund runs code from 1996 that still prints $5.3B/month
- they build their own models on a 30-year-old language
33-min breakdown of what a tier-1 fund has been writing in since 2005
bookmark & watch - better than any vibecoding course you'll find online
- they build their own models on a 30-year-old language
33-min breakdown of what a tier-1 fund has been writing in since 2005
bookmark & watch - better than any vibecoding course you'll find online
✍1
🚨 60% of China’s processed rare earth exports flow to US and Japanese factories.
China controls 90% of global rare earth processing capacity.
Now, after years of sanctions and escalating tensions, 🇨🇳 Xi Jinping is publicly toasting to stronger relations with 🇺🇸 America.
The most important commodity and industrial partnership in the world may have just found a new framework.
Xi's words at the summit:
"The China-US relationship is the most important bilateral relationship in the world. We must make it work and never mess it up."
2 superpowers that spent years sanctioning, threatening, and decoupling are now publicly signalling stabilisation.
Trade teams reached a "generally balanced and positive" outcome before the summit formally began.
Every EV motor, F-35, wind turbine, and semiconductor fab in the Western world runs on materials Beijing controls.
In April, China restricted gallium and germanium exports a warning shot.
A full rare earth cut would hit US defence and Japanese electronics simultaneously.
That card was never played.
The toast suggests it won't be for now.
China controls 90% of global rare earth processing capacity.
Now, after years of sanctions and escalating tensions, 🇨🇳 Xi Jinping is publicly toasting to stronger relations with 🇺🇸 America.
The most important commodity and industrial partnership in the world may have just found a new framework.
Xi's words at the summit:
"The China-US relationship is the most important bilateral relationship in the world. We must make it work and never mess it up."
2 superpowers that spent years sanctioning, threatening, and decoupling are now publicly signalling stabilisation.
Trade teams reached a "generally balanced and positive" outcome before the summit formally began.
Every EV motor, F-35, wind turbine, and semiconductor fab in the Western world runs on materials Beijing controls.
In April, China restricted gallium and germanium exports a warning shot.
A full rare earth cut would hit US defence and Japanese electronics simultaneously.
That card was never played.
The toast suggests it won't be for now.