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.

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.

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.

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

$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.

$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.

$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.

$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.

The AI boom has doubled computing infrastructure's share of US GDP.

Investment in AI-related data center construction, compute hardware, and networking equipment accounted for ~0.8% of US GDP in Q1 2026, driving computing infrastructure as a whole to ~1.5% of GDP.

💎 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? 👀

🚀 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.

$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.

$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

Figure just announced it scaled humanoid robot production from one per day to one per hour in 120 days, a 24x increase in output in 4 months.

Each robot goes through intensive physical testing before leaving the line: repeated squats, jogging, stair climbing, complex terrain navigation using vision-based control.

The bottleneck for humanoid robotics has always been manufacturing scale, not capability.

Figure just showed that bottleneck is breaking.

AmpliTech Group $AMPG and its connection with space:

AmpliTech Group $AMPG provides numerous hardware products for LEO (Low Earth Orbit) satellites:

- Low-Noise Amplifiers (LNAs): This is the flagship product of $AMPG as they have the best of the industry. LEO satellites need to pick up very weak signals and amplify them into clear, useful data without distortions. $AMPG has the best LNA technology for that.

- MMIC: $AMPG also provides MMICs (Monolithic Microwave Integrated Circuits) to LEO satellites. Historically, if a satellite operator needed a LNA or a Power Amplifier (PA), they bought a connectorized module. This is a small, hand-assembled metal box packed with discrete transistors, resistors, and coaxial connectors, but these boxes are heavy. LEO mega constellations are launched by the hundreds or thousands, meaning weight, cost, and layout are of great importance. These MMICs are far more effective than the historical connectorized modules in terms of scaling, weight and size.

- Power Amplifiers (PAs) / Medium Power Amplifiers (MPAs): $AMPG also makes PAs and MPAs for LEO satellites, which is necessary for LEO satellites to send signals across vast ground networks while covering large distances. Effectively, they are the "megaphone" for these LEO satellites. While $AMPG is most specialized in LNAs, PAs and MPAs are also produced by them.

SpaceX Orbital AI Satellites won’t just utilize chips made by Tesla/SpaceX.

Elon Musk says SpaceX will allow their customers to use any GPU or TPU they want in them.

• Satellites will get constant power in space since it’s always sunny.
• No batteries are needed.
• You can run chips at a higher temperature.
• No glass framing required, which makes the solar panels cheaper to produce.
• Passive Radiative cooling, which is essentially free.
• You get 5x the amount of Solar Power in Space compared to the ground on Earth
• There is so much SPACE in SPACE

Increasing power on earth becomes harder and more expensive over time. But in space, it becomes cheaper and easier over time.

AI Satellites will be a no-brainer for companies.

🚨 Tesla Roadster Demo Now Expected in August

According to reports, Tesla has pushed the next-generation Roadster demonstration to August as work continues on its SpaceX-inspired thruster system.

The demo is expected to showcase the "A71" cold gas thrusters, designed to boost performance and potentially allow the Roadster to briefly lift off the ground.

Tesla is reportedly planning both a standard version and a special SpaceX package. $TSLA