#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

Space sector rerating is accelerating.

$RDW Redwire +28.44%
$SIDU Sidus Space +23.07%
$FLY Firefly Aerospace +19.69%
$YSS York Space Systems +17.88%
$ASTS AST SpaceMobile +17.32%
$SPIR Spire Global +16.54%
$LUNR Intuitive Machines +15.87%
$GILT Gilat Satellite Networks +14.30%
$PL Planet Labs +14.27%
$VSAT Viasat +10.95%

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$RR

Back on May 16 I said:
“Most investors still think AI is primarily a software story…”
And honestly?
That thesis keeps getting stronger.

The next AI wave may become MUCH more physical:
→ robotics
→ automation
→ embodied AI
→ industrial intelligence
→ autonomous systems

Now look at $RR technically:

✅ major trendline still intact
✅ higher lows continue building
✅ momentum curling back up
✅ OBV recovering again
✅ compression structure tightening
✅ reclaim attempt underway
This is the type of chart that can transition from:
“ignored small-cap robotics name”
to
“crowded AI automation momentum trade”

VERY fast once liquidity expands.

The market is slowly realizing:
AI is not only about models and software anymore.
The next trillion-dollar layer may be:
PHYSICAL AI infrastructure.

NASA outlined the next phase of its lunar surface strategy, expanding the Artemis-era roadmap toward sustained operations at the Moon’s South Pole.

During Phase One of lunar surface development, launching in 2026, multiple CLPS missions will play a key role:

Blue Origin’s Blue Moon Mark 1 will deliver science payloads, demonstrate key technologies, and help build capabilities for sustained lunar operations near the South Pole.

Astrobotic’s Griffin Mission One will demonstrate commercial landing and mobility, deliver NASA and international payloads, and support future surface infrastructure development.

Intuitive Machines’ IM-3 mission will use the Nova-C lander (Trinity) to deliver science and tech demos to the Reiner Gamma region, advancing surface exploration capabilities.

This is a clear step toward a more distributed, commercial-heavy lunar architecture rather than one-off missions.

NASA Admin. Jared Issacman on today's NASA updates: "We're also going to talk about some announcements related to missions that will fly later next year, and in 2028, including first rover, that some day, when our astronauts get to the surface of the moon, they're going to drive around in."

🇺🇸 SpaceX launched its 62nd rocket of 2026 and it's not even June.

Falcon 9 booster B1100-6 lifted off from Vandenberg, carrying 24 Starlink satellites, then stuck a clean landing on the droneship exactly eight minutes later.

NASA has just launched a new website for its Moon Base missions, which aims to build a permanent $20 billion U.S. base on the Moon. SpaceX's Starship rocket will play a big role in these missions.

"The Moon Base is a home away from Earth for Artemis astronauts who will live and work at humanity’s first lunar outpost. NASA is leading global teams of innovators across international space agencies, industry, and academia to build the Moon Base and establish an enduring human presence near the lunar South Pole for the benefit of all.

Phase One (Now–2029): Experiment and Learn
NASA will begin with a rapid series of robotic missions to scout the lunar South Pole region, test technologies, and prepare for surface operations ahead of future astronaut missions.:
• A major increase in lunar activity, with up to 25 missions, including 21 landings.
• Crewed and autonomous rovers for mobility demonstrations and surface preparation, along with four drones known as MoonFall and communications relay and observation satellites.
• Early demonstrations of power, navigation, communications, and nuclear radioisotope heater unit technologies designed to endure the long lunar night.
• Scientific payload opportunities integrated across landers and rovers.
• The first tangible footprint of Moon Base effort, with four tons of payload delivered to test what works on the lunar surface.

Phase Two (2029–2032): Early Habitation
By 2029, NASA will transition to assembling semi-permanent infrastructure and initiating early habitation and logistics operations:
• Deployment of expanded solar power systems and initial nuclear surface power capabilities, potentially including fission reactors and radioisotope power systems.
• Upgraded rovers, potential advanced MoonFall drones, and early habitation elements.
• Enhanced surface-to-orbit communications networks to provide reliable connectivity across the lunar South Pole region.
• Delivery of up to 60 tons of cargo through as many as 24 landings using low-, medium-, and heavy-class cargo landers.

Phase Three (2032 and Beyond): Sustained Human Presence
This phase will scale operations to achieve a true enduring presence, with routine crew rotations and continuous surface activity. This is when living and working on the Moon becomes a reality:
• Semi-permanent habitation modules with spacious interior for crew living and operations.
• Operational fission surface power systems capable of delivering steady, reliable energy through the long lunar nights, leveraging in situ resource manufacturing.
• Advanced logistics networks supported by crewed and autonomous rovers to keep the base supplied and functioning year-round.
• Delivery of up to 38 tons of cargo annually to sustain habitats, power systems, logistics operations, and major science outposts, enabled by low-cost reusable heavy-lift capabilities."

Moon base website: nasa.gov/moonbase/

$1.4 billion Tema Space Innovators ETF $NASA has surged more than 53% in less than two months, fueled by SpaceX IPO enthusiasm and strong space equities demand.

Here are its latest top 10 holdings:

1. 🇺🇸 Rocket Lab (RKLB): 10.71%
2. 🇺🇸 SpaceX SPV Exposure (SPCX) : 10.24%
3. 🇺🇸 Planet Labs PBC (PL): 6.05%
4. 🇺🇸 Intuitive Machines (LUNR): 5.96%
5. 🇺🇸 Firefly Aerospace (FLY): 5.50%
6. 🇺🇸 AST Spacemobile (ASTS): 4.88%
7. 🇬🇧 Filtronic PLC (FLTCF): 4.85%
8. 🇺🇸 Blacksky Technology (BKSY): 4.07%
9. 🇨🇦 5N Plus (FPLSF): 4.06%
10. 🇺🇸 Viasat (VSAT) : 3.57%

The Tema Space Innovators ETF provides actively managed exposure to the emerging space economy through a portfolio of both publicly listed companies and a limited selection of high-conviction, pre-IPO companies.

This includes space exploration, rockets and propulsion systems, and satellite technology, among other commercial opportunities.

NASA invests in a portfolio of approximately 40 companies at the forefront of the global space economy. The portfolio is primarily composed of publicly listed equities, with the exception of SpaceX, which is a top fund holding.

The ETF currently holds 35 stocks and manages $1.4 billion in assets, with 36.97 million shares outstanding and an expense ratio of 0.87%. The fund’s top 10 holdings account for 59.49% of total assets.

On a country basis, U.S. equities make up 59.11% of the fund’s assets, followed by Canada at 7.39%, Japan at 7.11%, the U.K. at 4.85%, and other markets at 21.54%.

Data centers in space are coming. Satellite Data Centers that follow the sun 24/7.

Starcloud just signed the contract yesterday for the 50+ Starlink Mini Laser terminals. Their next big spacecraft (Starcloud-3) is a 200-kilowatt orbital node designed for full AI workloads and will launch on Starship.

This is real and it’s moving faster than expected.
What do you think happens when AI training and inference start happening entirely in orbit?

SpaceX is set to rewrite history

A projected IPO of $75B would dwarf every public offering that came before it more than 2x Saudi Aramco's record-breaking $25.6B, and nearly 3.5x Alibaba's $21.77B.

For context: the next 11 largest IPOs of all time combined don't reach SpaceX's projected figure.
This isn't just a space company going public. It's a structural shift in how private capital markets are valued.

Starlink’s long-term vision is absolutely massive once you zoom out far enough.

Not thousands of satellites.
Over 100K V3/V4/V5 satellites eventually supporting broadband and direct-to-cell internet across planet Earth.

If the growth curve keeps compounding, Starlink stops being “a satellite internet provider.”

It starts looking more like the backbone layer other networks plug into.

The really weird part?
Telecom companies may eventually end up connecting to Starlink instead of competing against it.

Starshield is basically the military version of Starlink.

While Starlink focuses on consumer internet and commercial communications, Starshield is built specifically for government and national security operations.

The system focuses on three main areas:

• Intelligence, surveillance, and reconnaissance satellites that collect and process data directly for government users.

• Secure global communications for military and government operations using dedicated Starshield hardware.

• Custom satellite platforms capable of carrying highly advanced defense and intelligence payloads.

Starshield helps the U.S government and allies coordinate military operations and run next-generation space-based defense infrastructure.

While Elonmusk's SpaceX owns and operates Starlink, Starshield satellites are primarily owned and operated by the U.S. Government.

Jeff Bezos just said the most dangerous weapons on Earth don’t need the AI everyone is waiting for.

Bezos: “Autonomous weapons are genuinely scary.”

Not because of some future superintelligence.

Because of what we already built.

Bezos: “To build incredibly scary autonomous weapons, you do not need general AI. The techniques that we already know and understand are perfectly adequate.”

Perfectly adequate.

Two words that should rearrange every defense budget on the planet.

Every AI conversation right now obsesses over AGI timelines. When will machines think. When will they reason.

Bezos is saying something far colder.

The weapons that will define the next century of conflict already work.

Cameras that never tire. Software that never flinches. Systems that move faster than any human command structure can authorize.

Machine vision. Object tracking. Autonomous navigation. Narrow AI.

All of it finished. All of it deployable today.

That reshapes warfare in two directions.

One is worth hoping for. Fewer soldiers in kill zones. Fewer families destroyed by wars fought in places most people can’t find on a map.

The calculus of sacrifice shifts forever when you can send silicon where you used to send sons and daughters.

The other is the part nobody is ready for.

Nuclear weapons needed nation-state infrastructure. Enriched uranium. Billion-dollar facilities. Decades of research.

Autonomous weapons need a laptop, a commercial drone, and an open-source model.

The barrier to entry for the most consequential military technology since the atom bomb just dropped to a garage.

Bezos: “Some of the ideas that people have for these weapons are in fact very scary.”

He didn’t say theoretical. He said ideas people already have.

The world spent decades asking whether machines would ever learn to think.

It missed the moment they learned to aim.

Starshield’s biggest advantage is speed.

Because SpaceX builds everything from the rockets to the satellites to the user terminals, it can rapidly design, launch, upgrade, and scale military space systems far faster than traditional defense contractors.

The platform also uses a modular satellite design, allowing governments to swap in different payloads depending on the mission: surveillance, communications, intelligence gathering, missile tracking, or other classified operations.

That flexibility is a massive deal.

Traditional military space programs often take years or decades to deploy.

Elonmusk's approach has turned national security infrastructure into something that updates at Silicon Valley speed.

One of Starshield's biggest advantages is survivability.

Instead of relying on a handful of massive satellites that can be disabled or destroyed, Starshield uses a large, distributed network of satellites in low Earth orbit to maintain constant connectivity and redundancy.

If one part of the network gets taken out, the system keeps functioning.

Combined with SpaceX’s rapid launch capability, damaged or lost satellites can also be replaced far faster and cheaper than traditional military space systems.

For decades, space infrastructure was treated like a few ultra-expensive floating fortresses.

Elonmusk's approach treats space more like a constantly updating mesh network; scalable, replaceable, and built to absorb attacks without collapsing.

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