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Boston Dynamics' Atlas could be the first humanoid robot at the World Cup.
will it kick the first ball? Or the Hand of God…just celebrating, dancing?
will it kick the first ball? Or the Hand of God…just celebrating, dancing?
⚡️ LATEST: AI consultants are charging Wall Street banks up to $25,000 a day to help them automate workflows, per Bloomberg.
Global banks are pouring billions into AI but still struggling to make it work.
Global banks are pouring billions into AI but still struggling to make it work.
🇨🇭 Global One SI - Prompt
Photo
Every major technological shift starts the same way:
Massive spending first.
Real productivity later.
Most people underestimate how long that transition takes.
Massive spending first.
Real productivity later.
Most people underestimate how long that transition takes.
✍1
🇨🇭 Global One SI - Prompt
WEEKLY PERSPECTIVE Big week of momentum across the space sector. Here’s where we stand on YTD returns: $SATL 441% $IRDM 175% $SPIR 171% $BKSY 130% $PL 117% $LUNR 114% $FLY 108% $VSAT 98% $RDW 94% $RKLB 79% $VOYG 61% $AMPG 54% $MDA 40% $VELO 39% $ASTI 32%…
Space sector is gaping up in overnight trading
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Meta is extremely undervalued right now (Save this).
"Meta's $125 billion investment in AI could be the biggest capital expenditure mistake of the decade", that is what the bears are saying.
And on the surface, it sounds alarming, Meta just raised its 2026 capex forecast to between $125 billion and $145 billion, nearly double what it spent in all of 2025, and the stock dropped 5% the day the numbers came out.
The investment community is growing visibly frustrated with the cash burn but then Zuckerberg sat down and explained his thinking and it changes the calculus completely.
He did not pretend there was no risk of a mistake.
He said outright that if they end up misspending a couple hundred billion dollars, "that is going to be very unfortunate."
But his argument was that for a company like Meta, one that is not at risk of going out of business, the asymmetry of risk runs in one direction.
If superintelligence arrives in three years and you built for five, you are out of position on what he believes will be "the most important technology that enables the most new products, innovation, and value creation in history."
The companies that actually worry him are OpenAI and Anthropic startups raising capital from external investors who are subject to macro conditions entirely out of their control.
A bad geopolitical event, a market downturn, a shift in sentiment, any of those could cut off compute funding for a startup in ways that simply cannot happen to Meta.
That is exactly why the valuation case is so compelling right now.
Meta is trading as if the market is pricing in the spending without pricing in the return but Goldman estimates the present-discounted value of capital revenue unlocked by AI productivity gains at $8 trillion, ranging from $5 trillion to $19 trillion.
Historically, new technologies with high fixed deployment costs and low marginal scaling costs compound advantage for the companies with the capital to make the upfront investment widening the gap between the biggest players and everyone else.
Meta has $58 billion in cash on its balance sheet, the most profitable social media business in history funding the buildout, and a CEO who has been right about big bets before.
The companies that can afford to potentially misspend $200 billion are also the ones most likely to dominate whatever comes next and right now, the market is discounting Meta like it is one of the companies that cannot.
"Meta's $125 billion investment in AI could be the biggest capital expenditure mistake of the decade", that is what the bears are saying.
And on the surface, it sounds alarming, Meta just raised its 2026 capex forecast to between $125 billion and $145 billion, nearly double what it spent in all of 2025, and the stock dropped 5% the day the numbers came out.
The investment community is growing visibly frustrated with the cash burn but then Zuckerberg sat down and explained his thinking and it changes the calculus completely.
He did not pretend there was no risk of a mistake.
He said outright that if they end up misspending a couple hundred billion dollars, "that is going to be very unfortunate."
But his argument was that for a company like Meta, one that is not at risk of going out of business, the asymmetry of risk runs in one direction.
If superintelligence arrives in three years and you built for five, you are out of position on what he believes will be "the most important technology that enables the most new products, innovation, and value creation in history."
The companies that actually worry him are OpenAI and Anthropic startups raising capital from external investors who are subject to macro conditions entirely out of their control.
A bad geopolitical event, a market downturn, a shift in sentiment, any of those could cut off compute funding for a startup in ways that simply cannot happen to Meta.
That is exactly why the valuation case is so compelling right now.
Meta is trading as if the market is pricing in the spending without pricing in the return but Goldman estimates the present-discounted value of capital revenue unlocked by AI productivity gains at $8 trillion, ranging from $5 trillion to $19 trillion.
Historically, new technologies with high fixed deployment costs and low marginal scaling costs compound advantage for the companies with the capital to make the upfront investment widening the gap between the biggest players and everyone else.
Meta has $58 billion in cash on its balance sheet, the most profitable social media business in history funding the buildout, and a CEO who has been right about big bets before.
The companies that can afford to potentially misspend $200 billion are also the ones most likely to dominate whatever comes next and right now, the market is discounting Meta like it is one of the companies that cannot.
🚨The world generated 31,779 terawatt hours of electricity in 2025.
57% came from fossil fuels.
Global electricity generation mix:
🔴 Coal: 33%
🔴 Natural gas: 22%
💧 Hydro: 14%
☢️ Nuclear: 8.9%
☀️ Solar: 8.7%
💨 Wind: 8.5%
🔴 Other fossil: 2.7%
🔵 Other clean: 2.5%
Natural gas at 22% is the bridge fuel holding the grid together and AI is about to make it bigger (as i wrote in my previous article link in the comments).
44.9 GW of new US gas capacity is in the pipeline.
Meta is building 10 gas plants in Louisiana.
Google just contracted 1.5 GW in Missouri.
The 22% is heading higher before it heads lower.
57% came from fossil fuels.
Global electricity generation mix:
🔴 Coal: 33%
🔴 Natural gas: 22%
💧 Hydro: 14%
☢️ Nuclear: 8.9%
☀️ Solar: 8.7%
💨 Wind: 8.5%
🔴 Other fossil: 2.7%
🔵 Other clean: 2.5%
Natural gas at 22% is the bridge fuel holding the grid together and AI is about to make it bigger (as i wrote in my previous article link in the comments).
44.9 GW of new US gas capacity is in the pipeline.
Meta is building 10 gas plants in Louisiana.
Google just contracted 1.5 GW in Missouri.
The 22% is heading higher before it heads lower.
The Humanoid Robotics Component Chain 🤖
Rare Earth Magnets
High-performance magnets (e.g., neodymium) for actuators and sensors.
- MP Materials $MP — Leading US rare earth producer expanding into magnet manufacturing.
- USA Rare Earth $USAR — Mine-to-magnet capabilities.
Motor & Actuators
Magnets, stators/rotors, bearings, gearboxes, high-torque actuators for joints and end-effectors.
- Moog Inc. $MOG — High-performance actuation systems.
- Rockwell Automation $ROK — Motion control, motors, and actuators.
- Tesla $TSLA — In-house actuator and motor development for Optimus.
Electronics & Control
Power electronics, motor drivers, control boards, processors, and communication.
- Texas Instrument $TXN — Motor drivers and power management.
- Analog Devices $ADI— Precision signal processing and motor control.
- Allegro MicroSystems $ALGM — Motor drivers and power ICs.
- NVIDIA $NVDA — AI processors and control platforms.
- Rockwell Automation $ROK — Control systems and PLCs.
- indie Semiconductor $INDI — Automotive-grade semiconductors, radar, vision processors, and sensor-fusion solutions with humanoid robotics design wins.
Sensors
IMUs, force/torque, position encoders, tactile, and related sensing.
- Honeywell $HON — IMUs, force/torque, and industrial sensors.
- Teledyne Technologies $TDY — Sensors and imaging.
- Novanta $NOVT ATI Industrial Automation — Force/torque sensors.
- Cognex $CGNX — Machine vision and sensors.
- Vishay Precision Group $VPG — Precision strain gauges, force/torque sensors, load cells, and foil-based technologies for robotic joints, limbs, and tactile feedback.
Perception Systems
LIDAR, depth cameras, radar, microphones for mapping and localization.
- Ouster $OUST — Digital LIDAR.
- Aeva Technologies $AEVA — 4D LIDAR/FMCW.
- MicroVision $MVIS — LIDAR and perception tech.
- Teledyne $TDY — Advanced imaging and sensors.
- Tesla $TSLA — Camera-based vision system (FSD tech).
Robot Integration & Humanoid System
Full platform integration and cohesive robotic systems with real-world deployment.
- Tesla $TSLA — Optimus humanoid development and integration.
- Serve Robotics $SERV — AI-powered autonomous delivery robots and, through its acquisition of Diligent Robotics, Moxi — a proven hospital assistant robot deployed in 25+ U.S. hospitals for logistics (medications, samples, supplies). Demonstrates scalable indoor/outdoor integration, perception, and safe human-shared environment operation.
- Hyundai Motor $HYMTF — Owns Boston Dynamics (Atlas humanoid).
- Rockwell Automation $ROK — System-level integration support.
- Symbotic $SYM — Robotics integration expertise.
Software & AI (The Intelligence Layer)
Perception, SLAM, motion planning, AI/learning, simulation, and digital twins.
- NVIDIA $NVDA— AI training/inference, Isaac simulation platform.
- Palantir Technologies $PLTR— AI platforms for planning and decision-making.
- UiPath $PATH — RPA and automation software.
- Microsoft $MSFT / Alphabet $GOOG — Cloud AI and simulation tools.
- Tesla $TSLA — End-to-end neural networks for Optimus.
Rare Earth Magnets
High-performance magnets (e.g., neodymium) for actuators and sensors.
- MP Materials $MP — Leading US rare earth producer expanding into magnet manufacturing.
- USA Rare Earth $USAR — Mine-to-magnet capabilities.
Motor & Actuators
Magnets, stators/rotors, bearings, gearboxes, high-torque actuators for joints and end-effectors.
- Moog Inc. $MOG — High-performance actuation systems.
- Rockwell Automation $ROK — Motion control, motors, and actuators.
- Tesla $TSLA — In-house actuator and motor development for Optimus.
Electronics & Control
Power electronics, motor drivers, control boards, processors, and communication.
- Texas Instrument $TXN — Motor drivers and power management.
- Analog Devices $ADI— Precision signal processing and motor control.
- Allegro MicroSystems $ALGM — Motor drivers and power ICs.
- NVIDIA $NVDA — AI processors and control platforms.
- Rockwell Automation $ROK — Control systems and PLCs.
- indie Semiconductor $INDI — Automotive-grade semiconductors, radar, vision processors, and sensor-fusion solutions with humanoid robotics design wins.
Sensors
IMUs, force/torque, position encoders, tactile, and related sensing.
- Honeywell $HON — IMUs, force/torque, and industrial sensors.
- Teledyne Technologies $TDY — Sensors and imaging.
- Novanta $NOVT ATI Industrial Automation — Force/torque sensors.
- Cognex $CGNX — Machine vision and sensors.
- Vishay Precision Group $VPG — Precision strain gauges, force/torque sensors, load cells, and foil-based technologies for robotic joints, limbs, and tactile feedback.
Perception Systems
LIDAR, depth cameras, radar, microphones for mapping and localization.
- Ouster $OUST — Digital LIDAR.
- Aeva Technologies $AEVA — 4D LIDAR/FMCW.
- MicroVision $MVIS — LIDAR and perception tech.
- Teledyne $TDY — Advanced imaging and sensors.
- Tesla $TSLA — Camera-based vision system (FSD tech).
Robot Integration & Humanoid System
Full platform integration and cohesive robotic systems with real-world deployment.
- Tesla $TSLA — Optimus humanoid development and integration.
- Serve Robotics $SERV — AI-powered autonomous delivery robots and, through its acquisition of Diligent Robotics, Moxi — a proven hospital assistant robot deployed in 25+ U.S. hospitals for logistics (medications, samples, supplies). Demonstrates scalable indoor/outdoor integration, perception, and safe human-shared environment operation.
- Hyundai Motor $HYMTF — Owns Boston Dynamics (Atlas humanoid).
- Rockwell Automation $ROK — System-level integration support.
- Symbotic $SYM — Robotics integration expertise.
Software & AI (The Intelligence Layer)
Perception, SLAM, motion planning, AI/learning, simulation, and digital twins.
- NVIDIA $NVDA— AI training/inference, Isaac simulation platform.
- Palantir Technologies $PLTR— AI platforms for planning and decision-making.
- UiPath $PATH — RPA and automation software.
- Microsoft $MSFT / Alphabet $GOOG — Cloud AI and simulation tools.
- Tesla $TSLA — End-to-end neural networks for Optimus.
🇨🇭 Global One SI - Prompt
$RKLB/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$RKLB
"The world's first 3D printed, battery-powered rocket engine is now one of the most manufactured rocket engines on Earth."
Execution is beautiful!
"The world's first 3D printed, battery-powered rocket engine is now one of the most manufactured rocket engines on Earth."
Execution is beautiful!
🇨🇭 Global One SI - Prompt
$LUNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Cantor Fitzgerald reiterates Overweight on $LUNR Intuitive Machines, raises price target to $43 from $26.
The firm flags imminent catalysts including NASA's Lunar Terrain Vehicle contract and the synergistic Lanteris acquisition.
The firm flags imminent catalysts including NASA's Lunar Terrain Vehicle contract and the synergistic Lanteris acquisition.
SPACEX will go down in history as the biggest IPO ever.
Most people already missed $RKLB and $ASTS.
But those who listen will be positioned in the next decade of space expansion:
Launch + Orbital Infrastructure
• $RKLB - reusable rockets + satellites
• $LUNR - lunar missions
• $RDW - spacecraft systems
• $VOYG - orbital infrastructure
• $FLY - launch + space logistics
• $SIDU - satellite + defense tech
Satellite Internet + Communications
• $ASTS - direct-to-phone satellite internet
• $IRDM - global satellite network
• $GSAT - satellite connectivity
• $SATL - imaging + ISR satellites
• $AMZN - Project Kuiper
Space Data + Intelligence
• $PL - Earth observation
• $BKSY - defense imagery
• $SPIR - weather + maritime intelligence
• $YSS - satellite manufacturing
Space Materials + Components
• $ATI - titanium + aerospace alloys
• $HXL - carbon fiber
• $CRS - rocket engine metals
• $GLW - optics + specialty glass
• $MTRN - precision aerospace materials
Space Chips + Optics
• $LITE - optical networking
• $COHR - lasers + photonics
• $AAOI - optical transceivers
• $QRVO - RF chips
• $ADI - analog systems
• $AVGO - networking infrastructure
• $NVDA - AI + compute backbone
Critical Resources
• $MP - rare earths
• $FCX - copper
• $TECK - critical minerals
• $AA - aluminum
Millionaires will be made from these names.
Most people already missed $RKLB and $ASTS.
But those who listen will be positioned in the next decade of space expansion:
Launch + Orbital Infrastructure
• $RKLB - reusable rockets + satellites
• $LUNR - lunar missions
• $RDW - spacecraft systems
• $VOYG - orbital infrastructure
• $FLY - launch + space logistics
• $SIDU - satellite + defense tech
Satellite Internet + Communications
• $ASTS - direct-to-phone satellite internet
• $IRDM - global satellite network
• $GSAT - satellite connectivity
• $SATL - imaging + ISR satellites
• $AMZN - Project Kuiper
Space Data + Intelligence
• $PL - Earth observation
• $BKSY - defense imagery
• $SPIR - weather + maritime intelligence
• $YSS - satellite manufacturing
Space Materials + Components
• $ATI - titanium + aerospace alloys
• $HXL - carbon fiber
• $CRS - rocket engine metals
• $GLW - optics + specialty glass
• $MTRN - precision aerospace materials
Space Chips + Optics
• $LITE - optical networking
• $COHR - lasers + photonics
• $AAOI - optical transceivers
• $QRVO - RF chips
• $ADI - analog systems
• $AVGO - networking infrastructure
• $NVDA - AI + compute backbone
Critical Resources
• $MP - rare earths
• $FCX - copper
• $TECK - critical minerals
• $AA - aluminum
Millionaires will be made from these names.