🇨🇭 Global One SI - Prompt
Humanoid robotics is turning into a capital race. Tesla sits at $1.54T market cap Figure is shown at a $39B valuation SoftBank Robotics is backed by a $306B parent company and UBTECH is already public in Hong Kong. Then comes the serious private stack: Unitree…
Among
->Tesla
->Unitree
->Boston Dynamics
->Figure AI
which company will be the first to turn humanoid robots into paid daily workers outside controlled demos?
->Tesla
->Unitree
->Boston Dynamics
->Figure AI
which company will be the first to turn humanoid robots into paid daily workers outside controlled demos?
🇨🇭 Global One SI - Prompt
Photo
The $800 billion capex number just doubled (Save this).
Six months ago, the 14 largest publicly traded data center operators had a combined FY2027 capex consensus sitting around $450 billion.
As of February 2026, that number has been revised to $800 billion, nearly doubled in a single consensus cycle, according to the Newmark report that just dropped.
That's the market finally catching up to what demand actually looks like.
And demand is legitimately staggering, Newmark's base case is that AI inference alone could require 250 gigawatts of capacity to serve mainstream adoption.
For reference, the entire US data center fleet was running at roughly 30 GW in 2025.
So the upside scenario isn't 2x or 3x but rather an order of magnitude. The report calls it aggressive but feasible and separately notes that AI training is expected to triple annually through 2030, none of which is included in that 250 GW figure.
Now here's who actually gets paid, Nebius is the cleanest expression of this trade.
It's a full stack AI cloud company, GPU clusters, cloud platform, developer tooling built almost entirely by former Yandex engineers who had to rebuild from scratch after Russia's assets were stripped out in a $5.4 billion separation deal in 2024.
The stock resumed trading on Nasdaq in October 2024 at around $20 per share and today it's trading near $279.
That's roughly a 14x move in under two years for anyone who was paying attention.
The fundamentals justify the move, and then some. Q1 2026 revenue came in at $399 million, 684% growth year over year, 75% quarter over quarter.
This is not a business hunting for customers but rather demand is outrunning capacity.
So Nebius raised the bar it was already clearing.
Capex guidance for 2026 was lifted to $20–25 billion, up from a prior range of $16–20 billion, they signed a $27 billion contract with Meta.
They raised over $6 billion of capital in a single quarter, pushing cash above $9 billion.
The power story makes it even more defensible.
Nebius now has contracted power capacity above 3.5 gigawatts, with a new Pennsylvania site adding 1.2 GW alone and power is the binding constraint in AI infrastructure right now, it's what's stopping everyone else from building faster.
Nebius has the power, they also have the GPU supply relationships and they have the contracts.
That combination is genuinely hard to replicate in any reasonable timeframe.
Milk Road Pro members already know this, NBIS was a featured position in our AI infrastructure coverage well before the Q1 print.
Members who sized it appropriately are sitting on massive gains.
Six months ago, the 14 largest publicly traded data center operators had a combined FY2027 capex consensus sitting around $450 billion.
As of February 2026, that number has been revised to $800 billion, nearly doubled in a single consensus cycle, according to the Newmark report that just dropped.
That's the market finally catching up to what demand actually looks like.
And demand is legitimately staggering, Newmark's base case is that AI inference alone could require 250 gigawatts of capacity to serve mainstream adoption.
For reference, the entire US data center fleet was running at roughly 30 GW in 2025.
So the upside scenario isn't 2x or 3x but rather an order of magnitude. The report calls it aggressive but feasible and separately notes that AI training is expected to triple annually through 2030, none of which is included in that 250 GW figure.
Now here's who actually gets paid, Nebius is the cleanest expression of this trade.
It's a full stack AI cloud company, GPU clusters, cloud platform, developer tooling built almost entirely by former Yandex engineers who had to rebuild from scratch after Russia's assets were stripped out in a $5.4 billion separation deal in 2024.
The stock resumed trading on Nasdaq in October 2024 at around $20 per share and today it's trading near $279.
That's roughly a 14x move in under two years for anyone who was paying attention.
The fundamentals justify the move, and then some. Q1 2026 revenue came in at $399 million, 684% growth year over year, 75% quarter over quarter.
This is not a business hunting for customers but rather demand is outrunning capacity.
So Nebius raised the bar it was already clearing.
Capex guidance for 2026 was lifted to $20–25 billion, up from a prior range of $16–20 billion, they signed a $27 billion contract with Meta.
They raised over $6 billion of capital in a single quarter, pushing cash above $9 billion.
The power story makes it even more defensible.
Nebius now has contracted power capacity above 3.5 gigawatts, with a new Pennsylvania site adding 1.2 GW alone and power is the binding constraint in AI infrastructure right now, it's what's stopping everyone else from building faster.
Nebius has the power, they also have the GPU supply relationships and they have the contracts.
That combination is genuinely hard to replicate in any reasonable timeframe.
Milk Road Pro members already know this, NBIS was a featured position in our AI infrastructure coverage well before the Q1 print.
Members who sized it appropriately are sitting on massive gains.
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🇨🇭 Global One SI - Prompt
Microsoft unveiled MAI-Thinking-1. So Microsoft now has a full in-house pipeline for building stronger reasoning models again and again. Microsoft calls this system a “hill-climbing machine,” meaning it keeps improving the data, training setup, rewards,…
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Mustafa Suleyman, Microsoft AI: 7 new Microsoft Models, no end in sight when it comes to development, orders of magnitude in the next few years
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🇨🇭 Global One SI - Prompt
$LASE One defense name quietly getting stronger. The company just announced its Laser Shield Anti-Drone (LSAD) system was selected as a top submission by government reviewers under the MEIA Vulcan Call for Solutions. Now invited to an exclusive technical…
$LASE Congrats BULLS! We Did it 💵💵💵💵💵💵
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$FCEL Most traders see a beaten-down hydrogen stock.
I’m starting to see something very different.
The monthly chart is quietly building one of the most important setups in years.
What’s happening?
→ multi-year downtrend being challenged
→ volume exploding to levels not seen in years
→ OBV breaking out aggressively
→ TTM Squeeze turning positive
→ institutional accumulation becoming visible
The most important level sits near $28.
A monthly close above that area would completely change the long-term structure.
And here’s the interesting part:
The world is entering an era where AI infrastructure, data centers and power demand are exploding.
Everyone talks about chips.
Few talk about energy.
Even fewer talk about alternative energy infrastructure.
If this monthly breakout completes, FCEL could finally get the freedom it has been waiting for after years of compression.
The move hasn’t happened yet.
But the chart is starting to suggest that 2026 could be the year the market begins to look at FCEL very differently.
#FCEL #Hydrogen #AIInfrastructure #Energy #Power #Stocks #Investing
I’m starting to see something very different.
The monthly chart is quietly building one of the most important setups in years.
What’s happening?
→ multi-year downtrend being challenged
→ volume exploding to levels not seen in years
→ OBV breaking out aggressively
→ TTM Squeeze turning positive
→ institutional accumulation becoming visible
The most important level sits near $28.
A monthly close above that area would completely change the long-term structure.
And here’s the interesting part:
The world is entering an era where AI infrastructure, data centers and power demand are exploding.
Everyone talks about chips.
Few talk about energy.
Even fewer talk about alternative energy infrastructure.
If this monthly breakout completes, FCEL could finally get the freedom it has been waiting for after years of compression.
The move hasn’t happened yet.
But the chart is starting to suggest that 2026 could be the year the market begins to look at FCEL very differently.
#FCEL #Hydrogen #AIInfrastructure #Energy #Power #Stocks #Investing
🇨🇭 Global One SI - Prompt
$ENPH starting to look increasingly important inside the entire AI-power infrastructure narrative. People still underestimate how much energy architecture will be required to sustain: → AI compute → GPU clusters → edge inference → distributed data infrastructure…
$ENPH Remember when nobody wanted to talk about energy?
Everyone wanted AI.
Nobody wanted the power layer behind AI.
Now look at the chart.
The weekly breakout I highlighted is no longer a setup.
It’s becoming a trend.
The market is finally starting to understand something:
AI without power is just a theory.
Data centers.
Grid modernization.
Distributed energy.
Intelligent power management.
Those themes are getting bigger every quarter.
The AI story isn’t ending.
It’s expanding.
And $ENPH is quietly becoming one of the biggest beneficiaries of that expansion.
As expected.
Everyone wanted AI.
Nobody wanted the power layer behind AI.
Now look at the chart.
The weekly breakout I highlighted is no longer a setup.
It’s becoming a trend.
The market is finally starting to understand something:
AI without power is just a theory.
Data centers.
Grid modernization.
Distributed energy.
Intelligent power management.
Those themes are getting bigger every quarter.
The AI story isn’t ending.
It’s expanding.
And $ENPH is quietly becoming one of the biggest beneficiaries of that expansion.
As expected.
🇨🇭 Global One SI - Prompt
Mustafa Suleyman, Microsoft AI: 7 new Microsoft Models, no end in sight when it comes to development, orders of magnitude in the next few years
Microsoft introduces MAI-Thinking-1
It's a 1T@35B parameter model pre-trained on 30T tokens with a maximum context length of 256k tokens using 8192 GB200 GPUs.
Based on benchmarks it seems to be around GLM-5 level.
Microsoft also released a comprehensive 109 pages tech-report: microsoft.ai/wp-content/uploads/2026/06/main_20260602_2.pdf
It's a 1T@35B parameter model pre-trained on 30T tokens with a maximum context length of 256k tokens using 8192 GB200 GPUs.
Based on benchmarks it seems to be around GLM-5 level.
Microsoft also released a comprehensive 109 pages tech-report: microsoft.ai/wp-content/uploads/2026/06/main_20260602_2.pdf
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Gold Is Back in the Reserve Stack🟡🏦
ECB data shows gold reached 27% of global official reserves at the end of 2025.
That puts gold above:
US Treasuries: 22%
Euro: 15%
But there’s an important nuance.
Most of the increase came from price appreciation, not just central bank buying.
At 2023 gold prices, gold’s share would still be 16% roughly equal to the euro, but below US Treasuries at 26%.
So the signal is not “gold replaced the dollar.”
The signal is stronger:
Central banks already held the asset.
Then the price did the work.
Gold is not just a reserve hedge anymore.
It is becoming a balance sheet force.
ECB data shows gold reached 27% of global official reserves at the end of 2025.
That puts gold above:
US Treasuries: 22%
Euro: 15%
But there’s an important nuance.
Most of the increase came from price appreciation, not just central bank buying.
At 2023 gold prices, gold’s share would still be 16% roughly equal to the euro, but below US Treasuries at 26%.
So the signal is not “gold replaced the dollar.”
The signal is stronger:
Central banks already held the asset.
Then the price did the work.
Gold is not just a reserve hedge anymore.
It is becoming a balance sheet force.
$OPEN may be one of the most misunderstood turnaround stories in the market.
Most investors still remember the collapse.
Very few are paying attention to what’s happening now.
The weekly chart is compressing directly beneath a major breakout level.
What stands out:
→ falling wedge nearing resolution
→ price holding above the 200-week MA
→ TTM Squeeze active
→ OBV stabilizing after the 2025 surge
→ volume remains elevated versus historical norms
And fundamentally?
The CEO recently purchased approximately $1M worth of shares in the open market.
The founder previously bought millions more.
Insiders are putting real money behind the turnaround thesis.
The market is still debating whether Opendoor is broken.
The chart is starting to suggest a different possibility:
What if the turnaround is already underway?
A breakout above the current wedge could quickly put the $10 area back on the radar.
The crowd usually arrives after the move.
#OPEN #RealEstate #Stocks #Investing #Turnaround
Most investors still remember the collapse.
Very few are paying attention to what’s happening now.
The weekly chart is compressing directly beneath a major breakout level.
What stands out:
→ falling wedge nearing resolution
→ price holding above the 200-week MA
→ TTM Squeeze active
→ OBV stabilizing after the 2025 surge
→ volume remains elevated versus historical norms
And fundamentally?
The CEO recently purchased approximately $1M worth of shares in the open market.
The founder previously bought millions more.
Insiders are putting real money behind the turnaround thesis.
The market is still debating whether Opendoor is broken.
The chart is starting to suggest a different possibility:
What if the turnaround is already underway?
A breakout above the current wedge could quickly put the $10 area back on the radar.
The crowd usually arrives after the move.
#OPEN #RealEstate #Stocks #Investing #Turnaround
Out of the top 12 AI companies, only ONE is profitable ( $NVDA ).
$1.4T in total spend and only $613B in profit (total loss of ~$800B).
When do you think the bubble pops?
isaiprofitable.com
$1.4T in total spend and only $613B in profit (total loss of ~$800B).
When do you think the bubble pops?
isaiprofitable.com
🇨🇭 Global One SI - Prompt
Become a master Claude Code prompt engineer in <60 seconds: (my ultimate Claude Code prompting guide)
Anthropic team ( #trq212 ) reveals the exact prompt you need to use to keep track of Claude's work.
Inject this into Claude to keep a running log of everything ongoing with your AI agents
Inject this into Claude to keep a running log of everything ongoing with your AI agents
🇨🇭 Global One SI - Prompt
Out of the top 12 AI companies, only ONE is profitable ( $NVDA ). $1.4T in total spend and only $613B in profit (total loss of ~$800B). When do you think the bubble pops? isaiprofitable.com
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WATCH: #edzitron absolutely destroy the AI narrative by explaining these AI companies have no way to be profitable.
(My personal theory is Elon Musk is rushing to take SpaceX public because he plans merge with Dario's Anthropic as a way to destroy Sam Altman)
(My personal theory is Elon Musk is rushing to take SpaceX public because he plans merge with Dario's Anthropic as a way to destroy Sam Altman)
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🇨🇭 Global One SI - Prompt
#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI
#WTI We're 1/2 way through the U.S. Oil upswing.
Don't worry, it'll all be over next week.
When people ask "Why the f*** is oil plummeting?" just reply "It's science." 😉
Don't worry, it'll all be over next week.
When people ask "Why the f*** is oil plummeting?" just reply "It's science." 😉
🇨🇭 Global One SI - Prompt
#WTI We're 1/2 way through the U.S. Oil upswing. Don't worry, it'll all be over next week. When people ask "Why the f*** is oil plummeting?" just reply "It's science." 😉
#WTI Everyone is going to tell you this week that oil is rising.
They'll conveniently leave out the fact that the technical indicators are warning us oil is about to collapse in two weeks the same way it did in July 2022. 🤫
They'll conveniently leave out the fact that the technical indicators are warning us oil is about to collapse in two weeks the same way it did in July 2022. 🤫
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China’s virtual reality shooting game turns shopping malls into a real life play zone Gun controllers with mounted smartphones for real-time overlays. Virtual enemies + effects overlay directly onto the real mall interior through the device camera feed.
🇨🇭 Global One SI - Prompt
Wuji Hand 2 a fully upgraded dexterous robotic hand designed for precision manipulation in embodied AI systems. The company is positioning the hand for tasks where force alone is insufficient controlled grip object handling tactile adjustment and fine motor…
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Exquisitely crafted superman hand Wuji Hand2 at #ICRA2026
Jensen literally told you where to invest.
This is his 5-Layer AI Cake:
Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ
Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC
Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL
Layer 4: Models
$GOOGL $META $AMZN $TSLA
Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD
This is his 5-Layer AI Cake:
Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ
Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC
Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL
Layer 4: Models
$GOOGL $META $AMZN $TSLA
Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD