🇨🇭 Global One SI - Prompt
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🎗GLOBAL ONE is a live super intelligence (SI) built on real-time data—designed for decisions. Currently focused on global financial markets

t.me/Prompts_SI @Global_one - Software/Developer/Programmer - Globalone.ch - Prompt - AI - Super Intelligence
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Broadcom is extremely undervalued and two things just happened today that make the case impossible to ignore (Save this).

Broadcom reports earnings tonight and Google just raised $85 billion to pour directly into the infrastructure Broadcom builds.

Sundar Pichai announced this morning that Alphabet's equity offering was oversubscribed and upsized from $80 billion to $84.75 billion in 48 hours.

Berkshire Hathaway put in $10 billion directly.

The stated purpose is to fund AI compute infrastructure because demand from enterprises and consumers is already exceeding available supply.

Google Cloud just posted $20 billion in quarterly revenue up 63% year over year, the fastest growth since the segment began reporting separately.

Enterprise AI solutions grew 800% in the same quarter and the backlog nearly doubled quarter over quarter to $462 billion in signed customer commitments.

Every dollar of that $462 billion backlog requires physical infrastructure to deliver, TPUs, networking silicon, custom accelerators and the design and supply chain for all of it runs through Broadcom.

Sundar Pichai just raised $85 billion to pour into the exact infrastructure Broadcom builds and services through 2031 under contract.

Now here is why Broadcom specifically is the cleanest expression of this trade.

Broadcom does not sell merchant silicon into a commoditizing market but rather it co designs proprietary custom accelerators, XPUs directly with hyperscalers who cannot source these chips anywhere else.

And their customer list reads like a directory of the most consequential AI companies on earth, Google, Meta, Anthropic, OpenAI, Fujitsu, ByteDance.

Google locked in Broadcom through 2031 for TPU design and supply and then immediately raised $85 billion to accelerate spending under that same contract.

Anthropic is receiving 1 gigawatt of TPU capacity this year, scaling to 3 gigawatts in 2027 and OpenAI's first custom XPU ships in 2027 with over 1 gigawatt of committed capacity.

The networking side of the business is just as important and even more overlooked.

AI networking revenue grew 60% year over year last quarter and represents a third of total AI revenue.

Broadcom's Tomahawk 6 switch and 200G SerDes components are the connective tissue inside every hyperscaler's GPU cluster and the order backlog for AI switches alone exceeds $10 billion.

Now here is the earnings setup for tonight.

Analysts are expecting $22 billion in revenue, 47% year over year growth and $10.7 billion in AI chip revenue alone, up 140% from a year ago.

Tonight's earnings are the moment the market catches up to what the balance sheet already knows.
🇨🇭 Global One SI - Prompt
Uber is limiting AI coding tool spending to $1,500 per employee each month. Uber’s CEO said last month that AI agents now submit and build roughly 10% of its code, while legal and marketing teams are also warming up fast to generative-AI tools.
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Uber's CEO said it himself that they blew through their entire 2026 AI budget in a single quarter (Save this).

And today they cut 23% of the people who used to do what AI now does.

These two facts are not separate stories but rather the same story.

Earlier this year, Dara Khosrowshahi explained exactly what was happening inside Uber's engineering org.

The company introduced Anthropic's Claude Code to engineers in late 2025, adoption reached 32% by February, 84% were classified as agentic coding users by March and by April 95% of engineers were using AI tools monthly.

Roughly 70% of committed code was AI generated and round 11% of real time backend updates were being deployed by autonomous agents with no human in the loop.

The annual AI budget was gone in four months and Dara's response was not to slow down adoption but rather to slow down hiring.

When each engineer is producing materially more output per hour, you need fewer engineers to hit the same targets.

And when AI handles the work that used to require people to hire, onboard, and manage those engineers, the HR and people operations layer beneath them, that layer contracts too.

Today's announcement is that 23% of Uber's People and Places division is gone.

Uber's spokesperson said the cuts are unrelated to AI but that framing does not hold up to the sequence of events.

IBM understood this two years ago, when 94% of typical HR questions are answered by an AI agent, the HR Business Partner role collapses for everyone except the most senior strategic functions.

The budget that used to fund that team gets reallocated to engineering and sales, the two functions that remain bottlenecked by human judgment rather than human volume.

This is the pattern that will repeat across every major enterprise over the next 18 months.
🇨🇭 Global One SI - Prompt
$JFB Nice start today. Volume is starting to build while price remains trapped inside a tight compression pattern. What stands out: → higher lows forming → volatility contracting → sellers unable to push it lower → accumulation continuing under the surface…
$JFB

Today's pullback means very little to me.

What matters is what the chart continues to show:

→ U-bottom formation
→ higher lows
→ buyers defending the $5 area
→ volume quietly returning
→ compression nearing resolution

The market is focused on today's candle.
I'm focused on what could happen next.

Because behind this chart sits one of the more interesting pending transactions in small caps.

In February, $JFB announced a definitive agreement to combine with XTEND, an AI-powered defense technology company, in an all-stock transaction with an implied value of approximately $1.5 billion.

Following completion:

- XTEND AI Robotics
- Defense technology
- AI operating system (XOS)
- U.S. manufacturing expansion

Expected Nasdaq ticker:

$XTND

Strategic investors include:

→ Eric Trump
→ Unusual Machines ($UMAC)
→ American Ventures
→ Protego Ventures
→ Aliya Capital
→ Agostinelli Group

Meanwhile the chart continues building what looks like a large base.
Compression + catalyst.
Those combinations tend to get interesting very quickly.
🇨🇭 Global One SI - Prompt
Humanoid robots may reach manufacturing before they reach your living room. The first money will come from sectors with repetitive physical work: - Automotive assembly - Electronics inspection - Pharma cleanrooms - Food packaging - Heavy industry support…
Your children are leaving on a 10-year journey.

For the next decade you live alone.

You still have to earn money cook clean stay healthy manage the house and take care of yourself.

No human help allowed.
No relatives.
No friends.
No hired workers.

You can choose only one humanoid robot:

‣ Tesla Optimus for general purpose home and factory tasks

‣ Figure AI for workplace automation and physical assistance

‣ Boston Dynamics Atlas for mobility balance and demanding movement

‣ Unitree G1 for affordable humanoid robotics and experimentation

‣ 1X NEO for home support and daily care

‣ Agility Robotics Digit for warehouse work and physical tasks

‣ Apptronik Apollo for industrial labor and productivity

‣ UBTECH Walker S1 for service tasks and personal assistance

Which humanoid robot are you trusting with your life for the next 10 years?
🇨🇭 Global One SI - Prompt
Reminder that AmpliTech Group $AMPG is the only US-based producer of cryptogenic LNAs that can withstand temperatures of around 4 Kelvin (approx. -273 degrees Celsius). This is crucial for quantum computers, because qubits must be kept around this temperature…
AmpliTech Group $AMPG - customers and partnerships

These partnerships and customers are officially confirmed by $AMPG itself.

They have a partnership with $IBM which is spending billions on quantum R&D. $AMPG is the only US manufacturer that produces Cryptogenic LNA hardware which can withstand temperatures of ~4 Kelvin (lower than -270 degrees Celcius).

They have collaborations with Lockheed Martin $LMT and Northrop Grumman $NOC. Defense is quite hard to get into as a supplier since it involves years of passing qualification stages. $AMPG has passed that and has military-grade LNAs as a US-based producer.

They have a partnership with NASA and Viasat $VSAT, as their LNA hardware is also useful for SATCOM/satellite communications equipment.

For a company that trades at merely $135 million market cap, this is quite the impressive list of partnerships and customers.
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Today the EU made American AI illegal in 27 countries.

The reason is ONE sentence Microsoft's own lawyer said under oath:

This morning in Brussels, EU Tech Chief Henna Virkkunen unveiled the Cloud and AI Development Act. It's the most aggressive anti-American tech move from Europe since GDPR.

The law forces EU public sector procurement in banking, healthcare, defense, and energy to apply mandatory non-price factors favoring software and hardware built inside the EU. Microsoft Azure can be cheaper, AWS can be faster, Google Cloud can have the better model, and EU governments MUST legally prefer European alternatives.

AWS, Microsoft, and Google currently control roughly 70% of the European cloud market. Brussels is now openly targeting greater independence from US providers in cloud, AI, and semiconductors.

The largest regulatory market-share transfer in tech history is being written into law right now.

But the real story is how this happened...

On June 10, 2025, a man almost no one outside Brussels had heard of walked into the French Senate. His name is Anton Carniaux, Director of Public and Legal Affairs at Microsoft France.

Senator Dany Wattebled asked him under oath whether he could guarantee that data belonging to French citizens, stored on Microsoft European servers, would never be transmitted to US authorities without explicit consent from the French government.

Carniaux answered honestly. He admitted he could not guarantee it, because Microsoft must comply with the US CLOUD Act regardless of where European data physically sits. One sentence of sworn testimony from Microsoft's own counsel killed every sovereign cloud defense Big Tech had spent five years building.

It became the legal foundation for the law unveiled today.

Then Trump accelerated the divorce.

January 2025 brought executive orders expanding US surveillance authorities. Vance went to Munich and attacked European democracies on stage.

The tariffs followed and so did the Pentagon's $200 million AI contract war that ended with OpenAI replacing Anthropic after Hegseth labeled it a supply chain risk. So did OpenAI's Stargate and yesterday's Trump AI Executive Order, whose Section 3 lets the White House pick which AI companies get 30-day early access to frontier models. American AI was officially declared a US government strategic asset.

Europe heard every word of it.

On May 12, Mistral CEO Arthur Mensch told the French National Assembly that Europe had 24 months to build sovereign AI infrastructure or become a permanent US VASSAL state.

And the response came fast:

April 24: Cohere acquired Germany's Aleph Alpha for $20 billion with both Germany's and Canada's digital ministers in the room at the Berlin announcement. May 30: SoftBank committed up to $87 BILLION for French nuclear-powered data centers, the largest AI infrastructure project in European history.
Yesterday: EU Parliament announced it's dropping Google for French search engine Qwant tomorrow. France ordered every government workstation off Windows and onto Linux.

Today the Cloud and AI Development Act made all of it law.

- Mistral is building a 1.4 gigawatt AI campus near Paris by 2028 with Nvidia, MGX, and Bpifrance
- SAP's EU AI Cloud, launched last November, runs on Cohere, Mistral, and SAP's own sovereign infrastructure
- McKinsey forecasts $600 billion in sovereign AI needs by 2030

None of that money is going to Silicon Valley.

The America First AI policy built a wall around the world's most regulated economy, and American companies are on the wrong side of it.

Microsoft's lawyer told the truth in a Senate hearing nobody watched. Trump turned that admission into a national security narrative while the EU turned that narrative into procurement law.

And one entire continent walked away from the American tech stack...
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🇨🇭 Global One SI - Prompt
$AMPG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🇺🇸 The made-in-USA "picks & shovels" micro-cap ($115M market cap) riding three revolutions at once: $AMPG.

Amplitech sells the "ears" of three secular waves at the same time, space, quantum computing, and AI-RAN $NOK $NVDA.

The market still prices it like a niche component maker.

1/ Start with the engine, because it's already turning:

FY2025 closed at ~$25M in revenue (+163% YoY) and guidance is $50M+ for 2026.

But the number that actually matters is the margin: gross margin roared to 48% in Q1 2026 (vs 33% a year earlier).

This isn't a promise, it's execution.

2/ And it's not slideware.

The LOIs are already turning into invoices:

🟢 Shipments under the $100M LOI started in December 2025

🟢 The $40M LOI with a North American operator is already contributing revenue

🟢 Contracted backlog >$20M

Total LOI pipeline: $118M.

3/ 🛰️ THE SPACE ANGLE

20 years building the LNAs (the "ears") that grab a faint satellite signal 300 miles up without adding noise.

X / Ku / Ka bands, SATCOM, defense.

All designed and manufactured in the USA → a "safe" domestic supplier exactly when space and U.S. defense demand a homegrown supply chain.

4/ ⚛️ THE QUANTUM ANGLE (the hidden ace)

Their cryogenic pHEMT LNAs run at 4 Kelvin with noise figures below 0.1 dB.

The key to the business model: each qubit typically needs its own LNA.

If quantum computing scales toward 1,000+ qubits, demand for their amplifiers scales right alongside it.

AMPG is one of the only U.S. manufacturers of cryogenic LNAs at this level, already shipping to Fortune 50 companies, universities, and research institutions.

5/ 🤖 THE AI-RAN ANGLE (the hot one)

NVIDIA and Nokia are driving AI-RAN as the next big network investment cycle.

Where does AMPG fit?

At the hardware layer: its 64T64R Massive MIMO O-RAN radio was the core hardware in the first open-source AI-RAN prototype at Northeastern University (May 2026).

It's the only American company to have commercialized an O-RAN CAT B 64T64R radio unit.

6/ And the best part: it's already cleared to sell.

FCC (US) + ISED (Canada) approved its complete 5G solution. The expensive R&D / cash-burn phase is over; now it's commercial deployment into carriers, enterprises, hospitals, and schools.

7/ 🏦 THE BALANCE SHEET

For a micro-cap, it's solid: debt-free with ~$18.4M in cash. Maxim Group keeps a "Buy" with a $7 price target.

At a ~$110–130M market cap, the market still models it as a niche component maker, not as what it's starting to become.

8/ THE THESIS IN ONE LINE

They don't need to win the satellite race, the quantum race, or the AI-RAN race.

They just need to sell the hardware to whoever does.

Three secular waves, one "picks & shovels" supplier, made in USA. 🇺🇸
$CEG $LEU $CCJ $OKLO $SMR | Constellation Energy clears a major federal hurdle to restart the Three Mile Island nuclear plant by 2027.

U.S. regulators grant a key grid waiver to fast track clean power delivery for local Microsoft data centers.
SEALSQ $LAES joins STMicroelectronics $STM to lead a massive €130 million Series A round for quantum pioneer Quobly.

The strategic capital injection aims to build a secure, sovereign European computing stack.
🇨🇭 Global One SI - Prompt
Dynamic workflows are a cheat code inside Claude Code. Use them, and your productivity will explode. Inject this prompt into Claude Code to get started with the new dynamic workflows feature
Hermes agent is the most powerful AI agent ever.

One of its strongest use cases is deep financial research.

Deploy agents to analyze sectors, set price alerts, monitor your portfolio, and more.

Paste this prompt into Hermes to turn it into your personal financial assistant
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$TSM $MU $INTC $SNDK $TXN | TSMC CEO C.C. Wei warns that global chip supply will fall short of AI fueled demand for several years.

The structural supply squeeze drives corporate revenue projections past a 30% growth threshold.
$MU $UUUU $UAMY $USAR $LAC $CRML | The EU prepares to join the US led "Pax Silica" chip alliance to coordinate global export controls and counter China's tech growth.

The geopolitical move commits the trading bloc to purchase at least $40 billion in American AI chips.
$IREN $NBIS $MRVL $CRWV $HUT | Hyperscale operator AirTrunk targets a multi billion dollar data center expansion into India to support regional cloud infrastructure.

The firm utilizes massive capital backing to anchor new infrastructure projects across top Indian tech hubs.
$RR $TSLA $BABA $SERV $PONY | State backed China Post introduces RobotEra M7 humanoid units to streamline commercial logistics sorting.

The bipedal machines can process up to 1,200 packages hourly inside a hub handling 6.5 million daily mail items.
🚨 Who Really Controls Nuclear Power?

🇺🇸 US: 97 GW (94 reactors)

🇫🇷 France : 63 GW

🇨🇳 China: 55 GW

🇷🇺 Russia: 27 GW

🇰🇷 South Korea: 26 GW

🇯🇵 Japan: 13 GW

🇨🇦 Canada: 13 GW
🇨🇭 Global One SI - Prompt
$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…
$QMCO

One of the most overlooked AI infrastructure stories on the market.

Everyone talks about:

$NVDA
$SMCI
$HPE
$DELL

But AI doesn’t run on compute alone.

It needs:

→ storage
→ data management
→ information infrastructure

That’s where $QMCO operates.

Technically:

- Reclaimed 200MA
- Broke a 1-year downtrend
- Volume exploding
- OBV rising
- TTM Squeeze positive
- Momentum accelerating

The biggest moves often start when a stock transitions from:

“forgotten”

to

“discovered.”

$QMCO is beginning to look like one of those charts.
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