$NBIS/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt #AI

This is Nvidia’s list of partners for next-gen 800V power architecture.

$NVTS Navitas
Mediatek
Delta Electronics
$STM STMicroelectronics
$AOSL Alpha & Omega Semiconductors
$FLEX Flex
$POWI Power Integrations
$ON onsemi
$IFX Infineon
$VRT Vertiv
$TXN Texas Instruments
$MPWR Monolithic Power
$GEV GE Vernova
$ADI Analog Devices
LITE-ON Technology
$ABBN ABB
BizLink
$ETN Eaton
$SU Schneider Electric
$SIE Siemens
Innoscience

Anthropic is about to join the $1 trillion club as the rush to IPO AI companies intensifies.

That's a big boom...

Jeff Bezos' Blue Origin rocket explodes in spectacular fashion.

Everyone hated $SPCE at $2.

Everyone ignored it at $3.

Now the chart just broke the downtrend with the biggest volume seen in months.

The moment retail realizes:

→ flight testing is approaching
→ cash burn is falling
→ survival odds keep improving

this moves from “dead company” to “turnaround story”.

That’s usually where the biggest moves happen. What a performance 💰💰

Is it time to start looking at $PLTR again?

After a massive run from $20 to over $200, the stock spent months consolidating and shaking out weak hands.

Now:

- Higher lows are forming
- Bullish pennant developing
- RSI divergence improving
- TTM Squeeze momentum turning higher
- OBV trend remains intact

The next major move often comes when everyone gets bored.

Palantir remains one of the strongest AI infrastructure names in the market.

Worth watching closely.

$ORCL just reclaimed a major resistance level around $200.

This isn’t just another software stock.

Oracle has become one of the biggest beneficiaries of the AI infrastructure buildout through cloud, data centers and enterprise AI demand.

Technically:

- Breakout on strong volume
- TTM Squeeze expanding
- Momentum accelerating
- Weekly trend turning higher

If AI CapEx continues exploding, Oracle could be one of the most overlooked mega-cap winners of this cycle.

Remember when nobody cared about $VIVO?

Since the post:

✔ Trendline broken
✔ Momentum exploded
✔ OBV continues making highs
✔ Buyers keep stepping in

The market cap is still tiny compared to the size of the electrification opportunity.

AI may be the headline…

But power infrastructure is what makes the AI revolution possible.

Follow the money.

Follow the charts.

#AI #PowerInfrastructure #Electrification #EnergyTransition

$ASTI

+46% this week.

At some point it’s no longer a bounce.

It’s a breakout.

- Resistance reclaimed
- Volume confirming
- OBV rising
- Weekly structure turning bullish

Everyone is chasing AI.

I’m watching the companies that help power the future.

Energy.
Infrastructure.
Electrification.

The chart is speaking.

$RGTI update

6 days ago I said the quantum sector was waking up.

Since then:

- Buyers defended the breakout
- Higher lows continued building
- Momentum re-accelerated
- Volume remained elevated
- The sector stayed strong

And now the weekly chart is starting to look like a classic continuation setup.

The first move took $RGTI from under $1 to nearly $60.

The current consolidation may simply be preparing the next leg.

Quantum is no longer a science project.

It’s becoming part of the next-generation compute infrastructure race.

$KTOS Is quietly becoming one of the most interesting names in the autonomous systems and defense technology space.

While much of the market remains focused on AI software, a massive parallel trend is developing around autonomous warfare, military drones, and next-generation defense infrastructure.

Kratos sits directly at that intersection.

The weekly chart is also starting to improve significantly:

Bullish reclaim of key support around $65

Volume returning

Momentum turning higher

RSI strengthening

OBV showing renewed accumulation

After months of correction, the stock appears to be building a new base while investors begin rotating back into defense and autonomy themes.

The AI race needs compute.

The defense race needs autonomous systems.

KTOS is positioned to benefit from both.

If buyers continue defending current levels, this recovery may be only the beginning of a much larger move.

#KTOS #AI #Drones #DefenseTech #AutonomousSystems #MilitaryTech #Investing #Stocks #Technology #FutureWarfare

I recently hired Claude as my personal CFO, and it's been the best thing I've done for my finances in years.

It operates as a McKinsey-level analyst across all my financial data, context, and goals.

If you want to level up your finances, inject this prompt into Claude Code:

Over the past three years:

Anthropic valuation: +23,400% (235x)

OpenAI valuation: +2,840% (29x)

SpaceX valuation: +1,200% (12.5x)

$4T in combined market cap is set to hit the markets in 2026.

🇺🇸 Bezos spent years building a rocket to launch Amazon's internet satellite network.

Last night, Blue Origin's New Glenn rocket blew up its only launchpad.

The fireball badly damaged the pad and equipment.

Rocket science is hard, indeed.

Bezos spent years and billions to close the gap with SpaceX.

Tonight that gap got wider.

Nvidia CEO Jensen Huang: “Every engineer is going to have and manage hundreds of agents"

The engineers who treat their agents like a small distributed team and create simple methods to manage them will be the ones that succeed.

“Failure is an option. If things are not failing, you are not innovating enough.”

— Elon Musk

🇺🇸 Starlink is powering the world’s largest satellite constellation in low Earth orbit.

By end of 2026, 880+ United Airlines planes will have super fast, reliable in-flight Wi-Fi.

The days of slow airplane Wi-Fi are finally dying.

Elon Musk explains the importance of Starlink and how it will increase GDPs of the countries

“If you don’t have access to the internet, or it’s too expensive or low bandwidth, you cannot access MIT lessons, you can’t access information, and you can’t sell your goods and services”

Starlink changes all of that

“Starlink will actually move the GDP of countries. It’s going to be that kind of thing”

Because GDP is simply average productivity per person and connectivity massively boosts productivity

🚨 BREAKING: BLACK HOLES MAY HAVE JUST REVEALED WHAT ENTROPY REALLY IS.

For decades physicists have wrestled with one of the deepest mysteries in the universe:
What exactly is black hole entropy?
Is it simply disorder?
Or is it hidden quantum information trapped behind the event horizon?

A new study suggests something remarkable:
For black holes, those two ideas may actually be the same thing.
Entropy may not just measure chaos.
It may literally measure the amount of information encoded into reality itself.

Why this matters:
Black holes store information proportional to their surface area, not their volume.
That single strange fact has already pushed physics toward:
• Holographic universes
• Spacetime emerging from quantum entanglement
• Reality behaving more like computation than ordinary matter

The deeper implication is staggering:
Black holes aren’t just cosmic destroyers.
They may be the universe’s most efficient archivists compressing information into the smallest possible space nature allows.

The closer we study them, the more they look less like holes in space…
and more like windows into the operating system of reality itself.
If information can never truly disappear, what does that say about the universe?

AMD Ryzen AI Max PRO 400 Series processors are coming to Ryzen AI Halo platforms in Q3.

Built to support a new class of local AI workloads, Ryzen AI Halo is designed for more agents running in parallel, more intelligence operating locally, and systems that reason and adapt in real time.