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$ASML is the invisible backbone of AI and semiconductor revolution.
EUV (Extreme Ultraviolet lithography) for tiny transistors, DUV (Deep Ultraviolet lithography) for everything above.
Turns physics’ limits into affordable, reliable chips.
EUV (Extreme Ultraviolet lithography) for tiny transistors, DUV (Deep Ultraviolet lithography) for everything above.
Turns physics’ limits into affordable, reliable chips.
🇨🇭 Global One SI - Prompt
$QMCO all set for a major move
$QMCO One of the more interesting under-the-radar AI infrastructure charts right now.
While everyone is chasing the names that already exploded...
$QMCO has quietly spent months repairing its structure.
Now:
- Higher lows continue forming
- Price reclaimed the 200MA
- Volume is improving
- Multi-month downtrend is breaking
- Momentum is accelerating
The really interesting part?
Quantum isn't being discussed as an AI winner nearly as much as names like:
$NVDA
$HPE
$SMCI
$DELL
Yet AI doesn't run on compute alone.
It needs:
→ storage
→ data management
→ infrastructure
→ high-performance workflows
That's where Quantum operates.
Technically this chart is approaching a major inflection point.
After more than a year of lower highs and declining momentum, buyers are finally challenging the long-term trendline.
Sometimes the biggest opportunities appear when a stock transitions from:
"forgotten"
to
"rediscovered."
$QMCO may be entering that phase.
#AI #DataStorage #Infrastructure #Stocks
While everyone is chasing the names that already exploded...
$QMCO has quietly spent months repairing its structure.
Now:
- Higher lows continue forming
- Price reclaimed the 200MA
- Volume is improving
- Multi-month downtrend is breaking
- Momentum is accelerating
The really interesting part?
Quantum isn't being discussed as an AI winner nearly as much as names like:
$NVDA
$HPE
$SMCI
$DELL
Yet AI doesn't run on compute alone.
It needs:
→ storage
→ data management
→ infrastructure
→ high-performance workflows
That's where Quantum operates.
Technically this chart is approaching a major inflection point.
After more than a year of lower highs and declining momentum, buyers are finally challenging the long-term trendline.
Sometimes the biggest opportunities appear when a stock transitions from:
"forgotten"
to
"rediscovered."
$QMCO may be entering that phase.
#AI #DataStorage #Infrastructure #Stocks
🤩1
🌞This is big Local AI news! A new open-source Computer-Use LLM has just launched.
Holo 3.1 is H Company’s (🇫🇷) new local computer-use agent model that beats Qwen3.5-397B, Kimi-K2.5, and Sonnet 4.6!
Since it is built for local deployment →
⬩ Runs fully on your machine (MacBook, Windows PC, DGX Spark, RTX Spark)
⬩ Based on Qwen architecture, specialized for GUI understanding & computer control
⬩ Optimized checkpoints: NVFP4, FP8 & Q4 GGUF (0.8B to 35B sizes)
⬩ Strong gains: 79.3% on AndroidWorld benchmark (35B model)
💻 Comparison to Qwen3.5:
Holo 3.1 is fine-tuned specifically for computer-use agents (screen understanding, planning, clicking, navigation). Better at real GUI tasks than general-purpose Qwen3.5, especially when running locally.⚡
Holo 3.1 is H Company’s (🇫🇷) new local computer-use agent model that beats Qwen3.5-397B, Kimi-K2.5, and Sonnet 4.6!
Since it is built for local deployment →
⬩ Runs fully on your machine (MacBook, Windows PC, DGX Spark, RTX Spark)
⬩ Based on Qwen architecture, specialized for GUI understanding & computer control
⬩ Optimized checkpoints: NVFP4, FP8 & Q4 GGUF (0.8B to 35B sizes)
⬩ Strong gains: 79.3% on AndroidWorld benchmark (35B model)
💻 Comparison to Qwen3.5:
Holo 3.1 is fine-tuned specifically for computer-use agents (screen understanding, planning, clicking, navigation). Better at real GUI tasks than general-purpose Qwen3.5, especially when running locally.⚡
🇨🇭 Global One SI - Prompt
Nvidia $NVDA DSX AI Factory Ecosystem
Nvidia's AI Factory Ecosystem
AI Clouds
$CRWV CoreWeave
$NBIS Nebius
$IREN IREN
AI Factory Software
$IBM Red Hat
Design and Construction
$CDNS Cadence
$J Jacobs
$PCOR Procore
$PTC PTC
$SIE Siemens
$SU.PA Schneider Electric
$DSY.PA Dassault Systèmes
Energy and Cooling
$VRT Vertiv
$GEV GE Vernova
$TT Trane Technologies
$ABBN ABB
$CAT Caterpillar
$ETN Eaton
$SU.PA Schneider Electric
$ENGI.PA ENGIE
Delta Electronics
Hitachi
Mitsubishi Electric
Infrastructure and Facilities
$DLR Digital Realty
$EQIX Equinix
$SIFY Sify
Compute Systems
$DELL Dell
$HPE HPE
$SMCI Supermicro
ASUS
Foxconn
Gigabyte
Lenovo
Pegatron
QCT
Wistron
Wiwynn
AI Clouds
$CRWV CoreWeave
$NBIS Nebius
$IREN IREN
AI Factory Software
$IBM Red Hat
Design and Construction
$CDNS Cadence
$J Jacobs
$PCOR Procore
$PTC PTC
$SIE Siemens
$SU.PA Schneider Electric
$DSY.PA Dassault Systèmes
Energy and Cooling
$VRT Vertiv
$GEV GE Vernova
$TT Trane Technologies
$ABBN ABB
$CAT Caterpillar
$ETN Eaton
$SU.PA Schneider Electric
$ENGI.PA ENGIE
Delta Electronics
Hitachi
Mitsubishi Electric
Infrastructure and Facilities
$DLR Digital Realty
$EQIX Equinix
$SIFY Sify
Compute Systems
$DELL Dell
$HPE HPE
$SMCI Supermicro
ASUS
Foxconn
Gigabyte
Lenovo
Pegatron
QCT
Wistron
Wiwynn
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨 NOW: Sec. Marco Rubio says it PERFECTLY
"If Iran is going to shut down the straits for everybody, WE are going to shut down the straits for THEM!"
"The cost to Iran every single DAY in lost revenue is in the hundreds of MILLIONS of dollars that they are losing in lost revenue, that they're not generating as a result of that."
"For the first time in my memory, Iran has agreed to negotiate aspects of their NUCLEAR program that just a month ago, a YEAR ago, they were refusing to even MENTION in their discussions." 🔥
"If Iran is going to shut down the straits for everybody, WE are going to shut down the straits for THEM!"
"The cost to Iran every single DAY in lost revenue is in the hundreds of MILLIONS of dollars that they are losing in lost revenue, that they're not generating as a result of that."
"For the first time in my memory, Iran has agreed to negotiate aspects of their NUCLEAR program that just a month ago, a YEAR ago, they were refusing to even MENTION in their discussions." 🔥
🇨🇭 Global One SI - 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…
$SPY $800 is coming, IS COMING
Python for Finance the book.
The code is available 100% for free
Here's the link on GitHub:
github.com/yhilpisch/py4fi2nd
The code is available 100% for free
Here's the link on GitHub:
github.com/yhilpisch/py4fi2nd
Soon, Starlink will connect the entire planet through its direct-to-cell 5G network beamed from space
There will be no more dead zones
The next generation of Starlink satellites will deliver true 5G broadband straight to your phone.... turning Starlink into the biggest mobile carrier on Earth. Billions in cities, villages, and across the oceans will finally have reliable service
You can travel across multiple countries without switching carriers or dealing with roaming hassles. Global coverage becomes the default, not the exception
The world is about to get faster and more connected than ever before
There will be no more dead zones
The next generation of Starlink satellites will deliver true 5G broadband straight to your phone.... turning Starlink into the biggest mobile carrier on Earth. Billions in cities, villages, and across the oceans will finally have reliable service
You can travel across multiple countries without switching carriers or dealing with roaming hassles. Global coverage becomes the default, not the exception
The world is about to get faster and more connected than ever before
🇨🇭 Global One SI - Prompt
GPT-5.6 Leaks : Coming in June - OpenAI researchers hinted that the model behind a recent major math breakthrough is already being used internally as a daily driver for debugging and technical work - Internal testing tags iris-alpha, ember-alpha, and beacon…
More GPT-5.6 release rumors are swirling. If it is released this week, it will most likely be after MSFT Build on Tues and Weds. So looking to drop Thurs or Friday this week.
🇨🇭 Global One SI - Prompt
🚨 The NVIDIA RTX Spark Superchip is here! 🚀 It’s official, a new era for Windows PCs with a 1-petaflop AI APU in ultra-slim laptops & compact desktops. Key Specs: • ⚡ Blackwell GPU: 6,144 CUDA cores • 🧠 20-core NVIDIA Grace CPU (Arm) • 💾 128GB unified…
Microsoft is releasing two new LLMs, "Aion 1.0 Instruct" and "Aion 1.0 Plan" intended to run on RTX Spark recently announced at Computex by Nvidia.
⁉️ Gigabyte just launched a new series of pre-built PCs targeted at Local AI enthusiasts. However, with 128GB of RAM and RTX-5090, some reports say ...
📰"Gigabyte says this workstation supports LLMs with up to 405B parameters, making it a viable option for running fairly intelligent models locally. They also claim to have validated compatibility with "100+ AI Apps", though it's unclear which applications were tested."
🤔 Is this possible?
📰"Gigabyte says this workstation supports LLMs with up to 405B parameters, making it a viable option for running fairly intelligent models locally. They also claim to have validated compatibility with "100+ AI Apps", though it's unclear which applications were tested."
🤔 Is this possible?
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OpenAI just gave Codex a major upgrade.
From a coding assistant into a workspace builder that can create interactive sites, apps, dashboards, planners, and review tools from plain work instructions.
The most important new feature they released is "Sites". i.e. Codex can generate a hosted interactive workspace instead of only producing a document, spreadsheet, slide, or code file.
OpenAI is also adding plugins for different jobs, so Codex knows how to help analysts, marketers, sales teams, product designers, investors, and bankers using the tools they already use.
A data analyst might ask Codex to explain why sales dropped, then Codex could pull from data tools and create a dashboard.
A sales team might ask Codex to prepare for a customer meeting, then Codex could collect account history, risks, follow-ups, and next steps into one shared page.
The third feature is annotations, which means you can click a specific part of the result and ask Codex to fix only that part.
Codex already reaches 5M weekly users, and OpenAI says 20% of them are now non-developers, with that group growing over 3x faster than developers.
From a coding assistant into a workspace builder that can create interactive sites, apps, dashboards, planners, and review tools from plain work instructions.
The most important new feature they released is "Sites". i.e. Codex can generate a hosted interactive workspace instead of only producing a document, spreadsheet, slide, or code file.
OpenAI is also adding plugins for different jobs, so Codex knows how to help analysts, marketers, sales teams, product designers, investors, and bankers using the tools they already use.
A data analyst might ask Codex to explain why sales dropped, then Codex could pull from data tools and create a dashboard.
A sales team might ask Codex to prepare for a customer meeting, then Codex could collect account history, risks, follow-ups, and next steps into one shared page.
The third feature is annotations, which means you can click a specific part of the result and ask Codex to fix only that part.
Codex already reaches 5M weekly users, and OpenAI says 20% of them are now non-developers, with that group growing over 3x faster than developers.
👀1
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Boston Dynamics’ Spot is patrolling World Cup venues in Dallas, using 360° cameras, thermal imaging, and chemical sensors to detect suspicious packages, scan surroundings, and support security teams live. No facial recognition capability.
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Shenzhen Traffic Police using drones for enforcing traffics rules. imo, every major city in the world will have such drones soon.
GoPro just officially warned investors in their 8-K with the SEC, that the AI memory crunch may push the action-camera company past its survival line.
That AI data-center driven memory-demand has tightened supply, pushed memory prices up, and left smaller consumer-hardware companies like GoPro fighting for parts against richer buyers.
GoPro’s Q1 revenue fell 26%, its lender rules have already been breached, and the company now says there is substantial doubt about staying alive as a business.
The brutal part is that GoPro sells hardware in a price-sensitive market, so higher component costs can hurt margins even when customers refuse to pay much more.
That AI data-center driven memory-demand has tightened supply, pushed memory prices up, and left smaller consumer-hardware companies like GoPro fighting for parts against richer buyers.
GoPro’s Q1 revenue fell 26%, its lender rules have already been breached, and the company now says there is substantial doubt about staying alive as a business.
The brutal part is that GoPro sells hardware in a price-sensitive market, so higher component costs can hurt margins even when customers refuse to pay much more.