Eric Schmidt thinks the real limit to AI isn't energy but rather it's cash.

Everyone talks about energy as the bottleneck for AI but Schmidt says that's the wrong constraint.

The real limit is capital.

His math is that roughly $50 billion per gigawatt of AI compute.

To build 10 gigawatts, that's half a trillion dollars and the infrastructure buildout being discussed isn't 10 gigawatts, it's more.

When you add it all up, you're talking about handing an industry a trillion dollars of capital and he asked the obvious question: how many companies or countries on earth can actually do that?

Very, very few.

China could. they have the state apparatus and the willingness to deploy capital at that scale.

America can because of the brilliance of the American capital markets and the ability to raise and deploy private capital at a scale no other financial system in the world can match.

Europe cannot and according to Schmidt, they know it.

This is the part of the AI race that doesn't get enough attention.

The algorithm wars, the model benchmarks, the talent competition, all of that matters but none of it happens without the capital stack behind it.

What Makes Nvidia Racks So Expensive

GPU: $TSM $ARM $INTC $KLAC $LRCX $ASML $KEYS $ASX $AMKR $CAMT $PDFS
Memory: $MU $SNDK $WDC
Networking: $COHR $GLW $FN $LITE $APH $CRDO $ALAB $CSCO $AVGO $AAOI $SIVEF
Cooling + Power: $VRT $ETN $FLEX $STM $ADI $MPWR $NVTS $ON
Others: $DELL $JBL $HPE $SMCI

President Trump releases a statement on the Iran deal.

Traders trying to predict Trump's next move by going 10x long/short on $OIL

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Globalone.ch #Prompt

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Globalone.ch #Prompt

$SPY is the perfect example of why fighting the primary trend is one of the most expensive mistakes in the market.

For 2 years:
→ “crash coming”
→ “recession imminent”
→ “AI bubble”
→ “bear market rally”

Meanwhile the market kept doing one thing:
printing HIGHER highs. 📈

And now look at this monthly structure…

The US500/SPY chart is starting to look absolutely insane:
- multi-year uptrend intact
- massive V-shaped recovery from the 2025 panic
- liquidity keeps rotating back into equities
- AI/tech leadership still dominant
- every macro scare keeps getting absorbed

What most people still don’t understand:

This bull market is no longer driven ONLY by speculation.

It’s being driven by:
-> AI infrastructure spending
-> data center expansion
->robotics
->automation
-> cloud growth
-> institutional capital concentration
-> retirement/passive inflows

The amount of money chasing quality assets remains enormous.

And technically?
The chart honestly looks like a long-term institutional accumulation staircase.

Every “crash” headline became fuel for another leg higher.

At this point:
$800 SPY no longer sounds crazy at all over time.

The market keeps rewarding:
→ patience
→ compounding
→ buying fear
→ staying invested

Bulls still fully in control until proven otherwise. 👀🔥

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Globalone.ch #Prompt

What the US buys from China?

→ Smartphones: $51.5B 45% of all US imports
→ Computers: $36.7B 26%
→ Batteries: $18.1B 56%
→ Toys: $14.4B 76%
→ Video game consoles: $7.2B 78%

What China buys from the US:

→ Petroleum gases: $14.0B 16%
→ Soybeans: $12.0B 23%
→ Semiconductors: $11.8B 3%
→ Jet engines & gas turbines: $6.6B 54%
→ Aircraft & spacecraft: $5.3B 58%

The energy number is the one that matters most right now.

China buys $14B of US petroleum gases annually 16% of its total gas imports

The asymmetry is stark.

China sells the US consumer electronics it can't quickly source elsewhere.

The US sells China the energy, food, and aerospace technology it needs to keep its economy running.

$MU is becoming the PERFECT example of what happens when a true AI infrastructure leader enters a full memory supercycle.

People still think AI is only:
→ GPUs
→ chatbots
→ software hype

Meanwhile the REAL arms race is happening inside:
→ HBM memory
→ DRAM
→ NAND
→ bandwidth
→ data throughput
→ inference infrastructure

And Micron sits directly at the center of it.

Now look at this MONTHLY chart:

absolute vertical expansion
monstrous OBV breakout
institutional accumulation accelerating
momentum in full price discovery mode
buyers chasing every dip aggressively

This is not random speculation anymore.

This is Wall Street repricing the entire memory industry around:
AI demand + hyperscaler capex + supply shortages.

And honestly?

The scariest part is that the market may STILL be underestimating how massive AI memory demand could become over the next few years.

AI models are exploding in size.
Inference workloads are exploding.
Data centers are exploding.

And NONE of that works without memory.

That’s why:
$MU
$SNDK
$WDC
$STX

have suddenly become some of the strongest institutional momentum names in the market.

The chart now looks like a full momentum monster:
✅ higher highs
✅ higher lows
✅ trend acceleration
✅ huge relative strength
✅ TTM momentum expansion
✅ no real signs of exhaustion yet

This doesn’t even feel like a normal semiconductor cycle anymore.

It feels like the market is pricing a complete AI infrastructure rebuild.

Next $950??

#MU #Micron #AI #Semiconductors #Stocks #Investing

$IBM 👀

One of the most overlooked AI / Quantum infrastructure charts in the entire market right now.

Everyone keeps chasing the small-cap quantum names…

Meanwhile:
$IBM quietly keeps building REAL enterprise AI + quantum infrastructure at global scale.

And now the chart is starting to wake up aggressively:
✅ major downtrend broken
✅ powerful reclaim above key resistance
✅ OBV exploding higher
✅ institutional accumulation visible
✅ momentum expansion triggering
✅ massive volume confirmation

This is what makes the setup interesting:

$IBM is not a speculative “story stock.”

It already has:
⚡ enterprise relationships
⚡ AI monetization
⚡ cloud infrastructure
⚡ quantum leadership
⚡ government/corporate integration
⚡ global credibility

And the market is finally starting to reprice the company around:
AI + Quantum + Enterprise Infrastructure.

Technically this breakout looks VERY important.

The reclaim above the $245-250 zone changed the entire structure of the chart.

Now the next major focus becomes:
→ continuation momentum
→ trend acceleration
→ institutional rotation into “safer” AI names

And honestly?
If quantum keeps becoming a bigger market narrative…

$IBM could become one of the “serious money” quantum plays while retail keeps gambling on tiny caps.

The chart suddenly looks alive again. 🔥

#IBM #QuantumComputing #AI #Stocks #Investing

$VELO continues acting like a monster momentum chart.

This isn’t a random spike anymore.

The stock has been building a series of:
→ higher highs
→ higher lows
→ repeated momentum expansions
→ strong dip buying

Now it’s pushing back toward the major $24 resistance area again.

That’s the key level on the chart.

If bulls clear that zone cleanly…
this could enter another aggressive expansion phase very quickly.

Volume keeps supporting the move and momentum indicators remain strong despite the huge run already achieved.

This is the type of chart momentum traders love:

trend intact
volatility expansion
strong relative strength
leadership behavior

Definitely one of the strongest speculative tech momentum names right now.

#VELO #AI #Tech #Stocks #Trading

$FLY continues to look extremely constructive here.

Aerospace/defense remains one of the strongest market themes…
and this chart is now pressing directly against major resistance near $50.

What stands out:
→ steady higher lows
→ strong accumulation structure
→ volume staying elevated
→ momentum trend intact

This isn’t acting like a weak bounce anymore.

The stock spent months rebuilding after the collapse and now looks ready for a potential major breakout attempt.

If bulls clear and hold above the $50 area…
the chart opens room for another powerful expansion leg.

Very interesting institutional-style setup developing in the aerospace space.

#FLY #Aerospace #Defense #Stocks #Trading

China added 9.5 GW of solar in April.

A year ago it was 45 GW.

🚨The world's biggest clean energy builder just hit the brakes.

4 straight months of declining solar additions.

Q1 2026: 41 GW vs 60 GW in Q1 2025.

This isn't a blip.
It's a structural shift.

Why it's slowing?

→ Policy changes in 2025 removed guaranteed pricing developers front-loaded everything into May-June 2025, leaving an empty pipeline

→ Curtailment hit 9.2% in Jan-Feb 2026 the grid can't absorb what's already built

→ Beijing is actively telling agencies to cool solar investment and tame overcapacity

→ Panel manufacturers are in a price war with margins near zero

2026 is on track to be the first year in nearly 2 decades that global solar additions fall driven almost entirely by China slowing from 280 GW to 220 GW.

China is still adding 200+ GW annually.

But the pace that was reshaping global energy markets is decelerating.

Iran wants to be the trade corridor between China and Europe.

The UAE is blocking it.

Pakistan's army is stalling it.

And the timing couldn't be more loaded.

Iran is building a rail link Chabahar to Zahedan to Mirjaveh to connect, China's $62 billion infrastructure corridor through Pakistan to Gwadar port.

The route would position Iran as a hub for trade between China, Central Asia, the Caucasus, and beyond.

Progress in 2026: 50-60% complete.

2 forces are slowing it down simultaneously.

The UAE, according to the Iran-Pakistan Chamber of Commerce, is actively obstructing Iran's CPEC integration protecting Dubai's dominance as the region's trade hub.

Gwadar as a rival to Dubai is an existential commercial threat.

Pakistan's army chief now Trump's primary Iran war mediator has allowed to stall as part of a broader tilt toward Washington.

Of 90 originally planned projects, only 38 completed. No flagship project added since 2022.

The geopolitical layers here are dense.

Pakistan is simultaneously: mediating Iran-US peace talks, stalling China's flagship infrastructure project, and blocking Iran's corridor ambitions all while collecting leverage from every direction.

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