🇨🇭 Global One SI - Prompt
Google $GOOGL invested $900M into SpaceX back in 2015 as part of a $1B funding round with Fidelity, securing ~7.5% ownership SpaceX was valued at ~$10B-$12B when Google invested SpaceX is now going public at a valuation of ~$1.75 Trillion Google doesnt…
SpaceX just signed a massive compute deal with Google
On June 5, 2026, SpaceX entered into a Cloud Service Agreement to provide Google with access to approximately 110,000 NVIDIA GPUs along with CPUs, memory, and related infrastructure
Google will pay SpaceX $920 million per month from October 2026 through June 2029
This is a massive multi-year commitment
SpaceX is rapidly expanding into large-scale AI compute infrastructure
On June 5, 2026, SpaceX entered into a Cloud Service Agreement to provide Google with access to approximately 110,000 NVIDIA GPUs along with CPUs, memory, and related infrastructure
Google will pay SpaceX $920 million per month from October 2026 through June 2029
This is a massive multi-year commitment
SpaceX is rapidly expanding into large-scale AI compute infrastructure
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🇨🇭 Global One SI - Prompt
SpaceX just signed a massive compute deal with Google On June 5, 2026, SpaceX entered into a Cloud Service Agreement to provide Google with access to approximately 110,000 NVIDIA GPUs along with CPUs, memory, and related infrastructure Google will pay SpaceX…
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This is WILD!
One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this).
That is $11 billion per year and up to $30 billion over the life of the contract.
This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029.
Two of the most consequential AI labs in the world combined committed value over $70 billion.
The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic?
Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline.
That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost.
The answer is that the compute itself was always the product.
Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race.
xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days.
That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck.
The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined.
Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first.
The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026.
Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue.
That changes the entire valuation conversation of SpaceX completely!
One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this).
That is $11 billion per year and up to $30 billion over the life of the contract.
This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029.
Two of the most consequential AI labs in the world combined committed value over $70 billion.
The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic?
Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline.
That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost.
The answer is that the compute itself was always the product.
Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race.
xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days.
That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck.
The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined.
Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first.
The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026.
Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue.
That changes the entire valuation conversation of SpaceX completely!
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🚨 TRUMP IN TALKS TO NATIONALIZE AI LABS
>“american public essentially becomes a partner with the ai companies”
>openai. anthropic. spacex
>“i have spoken to ALL of them”
>“they’re all coming to the white house next week”
>reporter: “bernie sanders proposed 50% public-private partnership”
>trump: “we’re not that far apart”
ITS HAPPENING
>“american public essentially becomes a partner with the ai companies”
>openai. anthropic. spacex
>“i have spoken to ALL of them”
>“they’re all coming to the white house next week”
>reporter: “bernie sanders proposed 50% public-private partnership”
>trump: “we’re not that far apart”
ITS HAPPENING
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🇺🇸🇨🇳🇮🇷 The Financial Times reports Anthropic has embedded roughly 6 engineers inside the NSA to deploy its Mythos AI model for offensive cyber operations, targeting networks in China and Iran.
Mythos was withheld from public release specifically because of its ability to autonomously discover and exploit vulnerabilities. The NSA is now using exactly that capability.
Meanwhile Anthropic is simultaneously suing the Pentagon after the DoD labeled the company a supply chain risk (the first time a US company has received that designation) for refusing to allow its Claude models to be used for mass surveillance and autonomous weapons.
Mythos was withheld from public release specifically because of its ability to autonomously discover and exploit vulnerabilities. The NSA is now using exactly that capability.
Meanwhile Anthropic is simultaneously suing the Pentagon after the DoD labeled the company a supply chain risk (the first time a US company has received that designation) for refusing to allow its Claude models to be used for mass surveillance and autonomous weapons.
Google and Anthropic paying SpaceX $2.17 Billion per month for compute is literally just the tip of the iceberg.
Deals like this are going to explode once SpaceX AI satellites scale up.
Morgan Stanley projects SpaceX revenue hitting $3.4 Trillion by 2040. Revenue is going to be nuts.
I don’t see how SpaceX doesn’t become the most valuable and important company in the world in the next couple of years. They’re the passageway to cheaper, more sustainable AI compute for all companies.
Deals like this are going to explode once SpaceX AI satellites scale up.
Morgan Stanley projects SpaceX revenue hitting $3.4 Trillion by 2040. Revenue is going to be nuts.
I don’t see how SpaceX doesn’t become the most valuable and important company in the world in the next couple of years. They’re the passageway to cheaper, more sustainable AI compute for all companies.
🇨🇭 Global One SI - Prompt
Google and Anthropic paying SpaceX $2.17 Billion per month for compute is literally just the tip of the iceberg. Deals like this are going to explode once SpaceX AI satellites scale up. Morgan Stanley projects SpaceX revenue hitting $3.4 Trillion by 2040.…
Anthropic previously committed to paying SpaceX $1.25B per month for GPU compute.
With the new Google cloud deal that was disclosed today, adding $920mil monthly, the two AI labs (Google + Anthropic) together are now collectively paying SpaceX $2.17B per month, a huge $26 billion annualized revenue run rate.
To note, Alphabet also has made a huge gain from backing SpaceX. Google invested about $900M in SpaceX in Jan-2015, for roughly 7%, when SpaceX’s valuation was around $12 B.
And SpaceX now targets a $1.75T IPO valuation. A reported 6.11% Google stake at 12-25 would be worth about $107B at $1.75T, while a diluted 5% stake would be worth about $87.5B .
Against a roughly $900M entry cost, that implies around 97x to 119x on paper, before taxes, lockups, dilution, or any discount investors apply after trading starts.
The business shift is also important: Alphabet first backed SpaceX in 2015, partly for satellite internet, but the upside now includes Starlink, launch dominance, and newly filed AI compute contracts.
With the new Google cloud deal that was disclosed today, adding $920mil monthly, the two AI labs (Google + Anthropic) together are now collectively paying SpaceX $2.17B per month, a huge $26 billion annualized revenue run rate.
To note, Alphabet also has made a huge gain from backing SpaceX. Google invested about $900M in SpaceX in Jan-2015, for roughly 7%, when SpaceX’s valuation was around $12 B.
And SpaceX now targets a $1.75T IPO valuation. A reported 6.11% Google stake at 12-25 would be worth about $107B at $1.75T, while a diluted 5% stake would be worth about $87.5B .
Against a roughly $900M entry cost, that implies around 97x to 119x on paper, before taxes, lockups, dilution, or any discount investors apply after trading starts.
The business shift is also important: Alphabet first backed SpaceX in 2015, partly for satellite internet, but the upside now includes Starlink, launch dominance, and newly filed AI compute contracts.
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Most 2026 AI data-center plans are stalling because they still treat power and silicon as external dependencies.
xAI took the opposite path: on-site generation first (gas turbines + Tesla Megapacks in Memphis/Southaven), then rapid scaling. Colossus hit 100k GPUs live in 122 days. Terafab’s Austin prototype fab, announced March 2026, is now positioned for small-batch AI chip iteration in 2026.
This isn’t capital luck. It’s vertical integration as operating philosophy recognizing that the real constraint on civilization-scale intelligence was never money, but who controls the entire chain from power to wafers.
The rest of the industry is learning what first principles actually require.
xAI took the opposite path: on-site generation first (gas turbines + Tesla Megapacks in Memphis/Southaven), then rapid scaling. Colossus hit 100k GPUs live in 122 days. Terafab’s Austin prototype fab, announced March 2026, is now positioned for small-batch AI chip iteration in 2026.
This isn’t capital luck. It’s vertical integration as operating philosophy recognizing that the real constraint on civilization-scale intelligence was never money, but who controls the entire chain from power to wafers.
The rest of the industry is learning what first principles actually require.
Observe the convergence: Starlink’s 10,000+ satellites form the orbital backbone. xAI trains multiple frontier models in parallel on Colossus.
Tesla’s TeraFab collapses custom-silicon cycles from months to days. This is deliberate systems architecture for a species leaving the cradle.
The result is AI that can govern habitats, optimize fleets, and reason across interplanetary latency before the first crewed landing.
Civilization is no longer theorized. It is being executed.
Tesla’s TeraFab collapses custom-silicon cycles from months to days. This is deliberate systems architecture for a species leaving the cradle.
The result is AI that can govern habitats, optimize fleets, and reason across interplanetary latency before the first crewed landing.
Civilization is no longer theorized. It is being executed.
🇨🇭 Global One SI - Prompt
#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt
The headlines are calling this a crash.
The chart is calling it a liquidation event.
Nearly $1.6B in leveraged positions were wiped out in a matter of hours.
Fear exploded.
Liquidations accelerated.
Weak hands got flushed.
And yet…
Bitcoin immediately found buyers near the $61K area.
The strongest bull markets often create maximum pain before the next move.
Interesting weekend ahead. 👀
#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt
The chart is calling it a liquidation event.
Nearly $1.6B in leveraged positions were wiped out in a matter of hours.
Fear exploded.
Liquidations accelerated.
Weak hands got flushed.
And yet…
Bitcoin immediately found buyers near the $61K area.
The strongest bull markets often create maximum pain before the next move.
Interesting weekend ahead. 👀
#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt
🇨🇭 Global One SI - Prompt
$TSLA/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$TSLA Funny how Tesla becomes “finished” every time it pulls back.
2022: Tesla is dead.
2023: Tesla is dead.
2024: Tesla is dead.
2025: Tesla is dead.
2026: Tesla is dead.
Meanwhile Tesla keeps building:
- Energy Infrastructure
- Optimus
- Robotaxi
- AI
Now let’s look at the chart.
After running from $138 to nearly $500, TSLA is pulling back into a major support zone while holding its long-term uptrend.
RSI has cooled significantly.
MFI is recovering from oversold conditions.
The stock is approaching trendline support that has defined the entire advance.
For me, this looks more like a healthy reset than a broken chart.
If support holds, a move back toward the $455-$500 zone remains very possible.
The narrative hasn’t disappeared.
The price simply got cheaper.
2022: Tesla is dead.
2023: Tesla is dead.
2024: Tesla is dead.
2025: Tesla is dead.
2026: Tesla is dead.
Meanwhile Tesla keeps building:
- Energy Infrastructure
- Optimus
- Robotaxi
- AI
Now let’s look at the chart.
After running from $138 to nearly $500, TSLA is pulling back into a major support zone while holding its long-term uptrend.
RSI has cooled significantly.
MFI is recovering from oversold conditions.
The stock is approaching trendline support that has defined the entire advance.
For me, this looks more like a healthy reset than a broken chart.
If support holds, a move back toward the $455-$500 zone remains very possible.
The narrative hasn’t disappeared.
The price simply got cheaper.
🇨🇭 Global One SI - Prompt
$MNTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$MNTS Everyone talks about $RKLB, $LUNR and $ASTS.
Almost nobody is talking about $MNTS.
The chart just exploded through a major base with massive volume and now sits directly beneath a multi-year downtrend line.
- Space narrative returning
- OBV making new highs
- TTM Squeeze fired
- Volume flooding in
If this trendline breaks, the entire chart structure changes.
Space stocks are becoming one of the hottest themes of 2026 again.
Almost nobody is talking about $MNTS.
The chart just exploded through a major base with massive volume and now sits directly beneath a multi-year downtrend line.
- Space narrative returning
- OBV making new highs
- TTM Squeeze fired
- Volume flooding in
If this trendline breaks, the entire chart structure changes.
Space stocks are becoming one of the hottest themes of 2026 again.
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🇨🇭 Global One SI - Prompt
$PLTR/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$PLTR Everyone loved Palantir at $190.
Now after a market-wide pullback, suddenly the story is over?
I don’t see a broken chart.
I see:
- Breakout
- Retest
- Improving momentum
- Long-term uptrend intact
The AI, defense and government spending narratives haven’t changed.
If this support zone holds, this pullback may eventually be remembered as a gift.
Sometimes the best opportunities appear when everyone is staring at red candles.
Now after a market-wide pullback, suddenly the story is over?
I don’t see a broken chart.
I see:
- Breakout
- Retest
- Improving momentum
- Long-term uptrend intact
The AI, defense and government spending narratives haven’t changed.
If this support zone holds, this pullback may eventually be remembered as a gift.
Sometimes the best opportunities appear when everyone is staring at red candles.
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🇨🇭 Global One SI - Prompt
$SOFI/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$SOFI Funny how everyone wanted SoFi at $30.
Now after a market-wide pullback, many suddenly lost interest.
Meanwhile:
- Digital Banking
- Strong Member Growth
- Expanding Financial Ecosystem
- AI Integration
- Improving Profitability
The story hasn’t changed.
The chart is compressing near major support while momentum indicators begin stabilizing.
Sometimes the best opportunities appear when enthusiasm disappears.
Watching this one very closely.
Now after a market-wide pullback, many suddenly lost interest.
Meanwhile:
- Digital Banking
- Strong Member Growth
- Expanding Financial Ecosystem
- AI Integration
- Improving Profitability
The story hasn’t changed.
The chart is compressing near major support while momentum indicators begin stabilizing.
Sometimes the best opportunities appear when enthusiasm disappears.
Watching this one very closely.
🇨🇭 Global One SI - Prompt
Local AI hardware = capacity × bandwidth × software stack - Capacity tells you what fits - Bandwidth tells you how hard the box can breathe - The software stack tells you how much of the spec sheet you can actually cash out. Hardware by Memory Bandwidth…
💎 If you're going to spend $5K on an RTX-5090, it might as well come with a screen... 📺✨
🌟ASUS dropped the ROG Astral GeForce RTX 5090 Edition 20 at Computex this week🔥
• Curved AMOLED display → real-time stats, custom animations & 3D visuals
• Detachable transparent glass backplate + Radiant Gold 20th Anniversary design
• Quad-fan Astral cooling + liquid metal + vapor chamber • Up to 800W power delivery (dual 12V-2x6 via detachable adapter)
• 32GB GDDR7 • 21,760 CUDA cores • Blackwell flagship
• Pricing: ~$4,999 – $5,499 (limited Edition 20)
Availability: Announced at Computex 2026
• Pre-orders starting soon • Expected shipping late Q3 / Q4 2026
Peak collector flex worth it? 👀
🌟ASUS dropped the ROG Astral GeForce RTX 5090 Edition 20 at Computex this week🔥
• Curved AMOLED display → real-time stats, custom animations & 3D visuals
• Detachable transparent glass backplate + Radiant Gold 20th Anniversary design
• Quad-fan Astral cooling + liquid metal + vapor chamber • Up to 800W power delivery (dual 12V-2x6 via detachable adapter)
• 32GB GDDR7 • 21,760 CUDA cores • Blackwell flagship
• Pricing: ~$4,999 – $5,499 (limited Edition 20)
Availability: Announced at Computex 2026
• Pre-orders starting soon • Expected shipping late Q3 / Q4 2026
Peak collector flex worth it? 👀
🚀 Windows + NVIDIA/GB300 bringing DGX Station to the masses.
A deskside AI supercomputer
with:
✦ 252 GB HBM3e VRAM
✦ 748 GB total unified memory
💰 At an estimated $80 - $300K, who is this actually for? Enterprise devs? Researchers? Power users? Big AI teams? 👀
Capable of running trillion-parameter models and always-on AI agents locally on Windows.
Built for building, running & connecting powerful AI agents to enterprise apps & workflows.
A deskside AI supercomputer
with:
✦ 252 GB HBM3e VRAM
✦ 748 GB total unified memory
💰 At an estimated $80 - $300K, who is this actually for? Enterprise devs? Researchers? Power users? Big AI teams? 👀
Capable of running trillion-parameter models and always-on AI agents locally on Windows.
Built for building, running & connecting powerful AI agents to enterprise apps & workflows.
👨💻1
🇨🇭 Global One SI - Prompt
$TMCI — Compression setup getting interesting 👀 Price is slowly building higher lows while pressing directly into resistance. The Technicals: ✅ Ascending triangle forming ✅ Buyers defending the $1.80–$1.90 area ✅ RSI recovering and trending higher ✅ OBV…
$TMCI One thing caught my attention this week.
While many stocks were getting crushed during the market pullback, $TMCI barely blinked.
- Relative Strength
- Higher lows
- Strong volume profile
- Improving OBV
- RSI above 60
The strongest stocks often reveal themselves during weak markets.
Interesting setup developing here.
While many stocks were getting crushed during the market pullback, $TMCI barely blinked.
- Relative Strength
- Higher lows
- Strong volume profile
- Improving OBV
- RSI above 60
The strongest stocks often reveal themselves during weak markets.
Interesting setup developing here.
🇨🇭 Global One SI - Prompt
$TSLA Funny how Tesla becomes “finished” every time it pulls back. 2022: Tesla is dead. 2023: Tesla is dead. 2024: Tesla is dead. 2025: Tesla is dead. 2026: Tesla is dead. Meanwhile Tesla keeps building: - Energy Infrastructure - Optimus - Robotaxi - AI…
$TSLA Tesla sales are exploding and gaining massive momentum across major global markets
🇨🇳 China: Record wholesale sales of 85,982 vehicles in May (+39.4% YoY). The strongest month this year in the most competitive EV market on Earth
🇦🇺 Australia: Model Y became the #1 best-selling vehicle OVERALL. First time an EV has ever topped the Australian charts. Tesla hit a new record with 6,433 vehicles sold
🇪🇺 Europe: Massive surge in sales
• France +655%
• Denmark +136%
• Spain +113%
• Sweden +71%
• Norway +29%
🇯🇵 Japan: Sales surged +182% YoY as Tesla aggressively breaks into the market
🇰🇷 South Korea: Model Y was the #1 best-selling vehicle overall. Tesla took the crown for imported registrations (10,866 units)
• Model Y Premium: 7,195
• Model Y Long Range: 1,513
From China to Europe, Australia to Japan, Tesla is gaining unstoppable traction worldwide
🇨🇳 China: Record wholesale sales of 85,982 vehicles in May (+39.4% YoY). The strongest month this year in the most competitive EV market on Earth
🇦🇺 Australia: Model Y became the #1 best-selling vehicle OVERALL. First time an EV has ever topped the Australian charts. Tesla hit a new record with 6,433 vehicles sold
🇪🇺 Europe: Massive surge in sales
• France +655%
• Denmark +136%
• Spain +113%
• Sweden +71%
• Norway +29%
🇯🇵 Japan: Sales surged +182% YoY as Tesla aggressively breaks into the market
🇰🇷 South Korea: Model Y was the #1 best-selling vehicle overall. Tesla took the crown for imported registrations (10,866 units)
• Model Y Premium: 7,195
• Model Y Long Range: 1,513
From China to Europe, Australia to Japan, Tesla is gaining unstoppable traction worldwide