Consensus forecast = 0.52% m/m and 4.2% y/y (inflation increase).
The main risk for the market: Not the CPI report itself, but signs of consolidation of inflationary pressure.
Against the backdrop of the conflict in the Middle East and risks to oil supplies, inflationary expectations of small businesses in the USA have intensified: 34% of companies plan to raise prices - this is the maximum since July 2022, and 36% have already raised prices - the maximum since March 2023.
Please open Telegram to view this post
VIEW IN TELEGRAM
This media is not supported in your browser
VIEW IN TELEGRAM
Palantir co-founder Joe Lonsdale just went on CNBC and said something that is hard to argue with, "It's crazy to think he's not going to win" (Save this).
JTLonsdale is talking about Elon Musk, SpaceX and the single most consequential infrastructure race happening in the world right now.
His core argument is that, Musk is the best hardware builder in the world at exactly the moment when trillions of dollars are flowing into hardware.
SpaceX's S-1 IPO filing which dropped last month revealed the company spent approximately $20 billion on its AI division in 2025 alone, representing roughly 60% of total capital expenditure.
The filing claims SpaceX has identified the largest actionable total addressable market in human history at $28.5 trillion, with $22.7 trillion of that attributed to enterprise AI applications.
But the part of Lonsdale's argument that most people missed is the regulatory angle.
Every regulation making it harder to build data centers on Earth, every zoning fight, every environmental objection, every piece of legislation used to slow down AI infrastructure directly benefits Musk because his answer to all of it is to build in space, where those rules simply do not apply.
Every obstacle that slows down a terrestrial data center is, in practice, an argument for the orbital alternative that only SpaceX is currently positioned to deliver at scale.
Bullish on Space.
JTLonsdale is talking about Elon Musk, SpaceX and the single most consequential infrastructure race happening in the world right now.
His core argument is that, Musk is the best hardware builder in the world at exactly the moment when trillions of dollars are flowing into hardware.
SpaceX's S-1 IPO filing which dropped last month revealed the company spent approximately $20 billion on its AI division in 2025 alone, representing roughly 60% of total capital expenditure.
The filing claims SpaceX has identified the largest actionable total addressable market in human history at $28.5 trillion, with $22.7 trillion of that attributed to enterprise AI applications.
But the part of Lonsdale's argument that most people missed is the regulatory angle.
Every regulation making it harder to build data centers on Earth, every zoning fight, every environmental objection, every piece of legislation used to slow down AI infrastructure directly benefits Musk because his answer to all of it is to build in space, where those rules simply do not apply.
Every obstacle that slows down a terrestrial data center is, in practice, an argument for the orbital alternative that only SpaceX is currently positioned to deliver at scale.
Bullish on Space.
This media is not supported in your browser
VIEW IN TELEGRAM
Latency From Space
The biggest misconception about space-based data centers is latency.
People imagine signals taking forever to reach Earth.
Elon Musk on the math:
AI satellites orbit 600 to 800 kilometers above Earth.
Light travels 300 kilometers per millisecond.
That puts the satellite roughly 3 milliseconds away.
For comparison, a typical home internet connection has 15 to 30 milliseconds of latency just within your own city.
Space is closer to you than your nearest neighborhood data center.
The biggest misconception about space-based data centers is latency.
People imagine signals taking forever to reach Earth.
Elon Musk on the math:
AI satellites orbit 600 to 800 kilometers above Earth.
Light travels 300 kilometers per millisecond.
That puts the satellite roughly 3 milliseconds away.
For comparison, a typical home internet connection has 15 to 30 milliseconds of latency just within your own city.
Space is closer to you than your nearest neighborhood data center.
⚡1
🇨🇭 Global One SI - Prompt
Physicists found a mathematical exit inside a black hole — and the math says it leads somewhere else. 🕳️
🚨 Physicists believe you can expand your consciousness and enhance your perception to see different layers of reality.
Quantum-enhanced humans might see further domains of reality than we could ever imagine.
Quantum-enhanced humans might see further domains of reality than we could ever imagine.
🇨🇭 Global One SI - Prompt
🚀 Artemis III Risk Check New Glenn, Starship HLS, and SLS New Glenn appears to have the most schedule uncertainty. Starship HLS hasn’t begun integrated flight testing yet. But Artemis III ultimately depends on all three systems succeeding. Which one worries…
JUST IN🚨: NASA has just announced the Artemis III crew, that will land on the MOON!
From left: Andre Douglas, Luca Parmitano, Randy Bresnik, Frank Rubio
From left: Andre Douglas, Luca Parmitano, Randy Bresnik, Frank Rubio
🇨🇭 Global One SI - Prompt
$OUST/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$OUST completed installation of its BlueCity traffic management system around MetLife Stadium ahead of the 2026 FIFA World Cup.
The deployment spans 40+ highway locations to help NJDOT monitor traffic and send real-time safety alerts.
The deployment spans 40+ highway locations to help NJDOT monitor traffic and send real-time safety alerts.
🇨🇭 Global One SI - Prompt
Elon Musk says Terafab will span ~100 million square feet which is about 10x the size of $TSLA Giga Texas factory. The facility is designed to produce 1TW of output annually which is roughly 2x current U.S. power consumption.
Terafab – SpaceX, Tesla, and xAI’s Vertically Integrated 1 TW AI Chip Megafactory: Engineering Scale, Supply-Chain Leverage, and Multiplanetary Implications
The numbers behind Terafab do not look incremental until you map them against current global semiconductor capacity and Starship cadence.
Tesla, SpaceX, and xAI are building the largest vertically integrated semiconductor complex ever attempted approximately 100 million square feet in Grimes County, Texas, with an initial $55 billion investment phase and potential total outlay reaching $119 billion.
Target output: 1 terawatt of AI compute capacity per year.
Chips produced under one roof (logic, memory, and advanced packaging) will power:
>> Tesla AI5/AI6 processors for Optimus humanoid robots and Full Self-Driving fleets
>> xAI frontier model training and inference at unprecedented scale
>> Radiation-hardened D3-class silicon for SpaceX orbital systems and future space data centers
What changes the structure of the problem:
Vertical integration removes handoff losses and external capacity constraints. Silicon can now be co-designed from the start for both high-volume terrestrial edge performance and the extreme environmental requirements of space.
Paired with Starship’s projected 10 million tons per year to orbit, Terafab supplies the compute substrate for solar-powered orbital AI infrastructure the only scalable path past terrestrial energy limits.
This is the silicon foundation for multiplanetary operations: autonomous systems on Mars, coordinated orbital manufacturing, and AI workloads that expand humanity’s capacity to understand the universe.
The binding constraints were always atoms, energy, and iteration speed. Terafab plus Starship removes all three simultaneously.
The numbers behind Terafab do not look incremental until you map them against current global semiconductor capacity and Starship cadence.
Tesla, SpaceX, and xAI are building the largest vertically integrated semiconductor complex ever attempted approximately 100 million square feet in Grimes County, Texas, with an initial $55 billion investment phase and potential total outlay reaching $119 billion.
Target output: 1 terawatt of AI compute capacity per year.
Chips produced under one roof (logic, memory, and advanced packaging) will power:
>> Tesla AI5/AI6 processors for Optimus humanoid robots and Full Self-Driving fleets
>> xAI frontier model training and inference at unprecedented scale
>> Radiation-hardened D3-class silicon for SpaceX orbital systems and future space data centers
What changes the structure of the problem:
Vertical integration removes handoff losses and external capacity constraints. Silicon can now be co-designed from the start for both high-volume terrestrial edge performance and the extreme environmental requirements of space.
Paired with Starship’s projected 10 million tons per year to orbit, Terafab supplies the compute substrate for solar-powered orbital AI infrastructure the only scalable path past terrestrial energy limits.
This is the silicon foundation for multiplanetary operations: autonomous systems on Mars, coordinated orbital manufacturing, and AI workloads that expand humanity’s capacity to understand the universe.
The binding constraints were always atoms, energy, and iteration speed. Terafab plus Starship removes all three simultaneously.
🇨🇭 Global One SI - Prompt
The market completely missed the gravity of the GENESIS AI announcement from Northeastern University. Let's talk about why this cements $AMPG as a mission-critical AI-RAN play. 🧪🧬👇 ⏱️ The Baseline: Historically, translating a complex 3GPP telecom specification…
Want to talk about a hidden moat? Let's pull back the curtain on $AMPG's dominant role in the Defense and Aerospace sectors. 🪖✈️🛰️
Look closely at the screenshot directly from their website. Their precision RF and microwave components are explicitly trusted by the absolute giants of national defense: ⬇️
🦅 The U.S. Air Force
⚡ Lockheed Martin
🛡️ Northrop Grumman
We aren't talking about unproven prototypes. AmpliTech has been quietly engineering defense-grade amplifiers, filters, and integrated assemblies embedded inside the most demanding airborne systems, military radios, and UAVs in the U.S. inventory for decades. ✈️
The Macro Reality: Geopolitics are forcing a massive shift toward domestic supply chain independence. As the defense sector aggressively strips out foreign vendor dependencies, $AMPG stands tall as a 100% American-designed, American-engineered manufacturer. 🇺🇸
When you buy AmpliTech, you aren't just betting on commercial telecom; you're buying a deeply entrenched, highly vetted defense asset backed by a massive 20-year legacy of trust. At a sub-$200M market cap, this is an absolute anomaly. 📈🏆
#Defense #Aerospace
Look closely at the screenshot directly from their website. Their precision RF and microwave components are explicitly trusted by the absolute giants of national defense: ⬇️
🦅 The U.S. Air Force
⚡ Lockheed Martin
🛡️ Northrop Grumman
We aren't talking about unproven prototypes. AmpliTech has been quietly engineering defense-grade amplifiers, filters, and integrated assemblies embedded inside the most demanding airborne systems, military radios, and UAVs in the U.S. inventory for decades. ✈️
The Macro Reality: Geopolitics are forcing a massive shift toward domestic supply chain independence. As the defense sector aggressively strips out foreign vendor dependencies, $AMPG stands tall as a 100% American-designed, American-engineered manufacturer. 🇺🇸
When you buy AmpliTech, you aren't just betting on commercial telecom; you're buying a deeply entrenched, highly vetted defense asset backed by a massive 20-year legacy of trust. At a sub-$200M market cap, this is an absolute anomaly. 📈🏆
#Defense #Aerospace
26 Relative Strength that already bounced above rising 10/20-day MAs while market $SPY and $QQQ (cap-weighted) bounced below their 20-day MAs.
$RXO — Trucking
$OKTA — Software Infrastructure
$NTAP — Software Infrastructure
$BB — Software Infrastructure
$SNOW — Application Software
$APPS — Application Software
$VSH — Semiconductors
$MRVL — Semiconductors
$ARM — Semiconductors
$ALAB — Semiconductors
$STUB — Internet Content & Information
$GENI — Internet Content & Information
$PENG — IT Services
$KEEL — IT Services
$CLOV — Healthcare Plans
$TXG — Health Information Services
$FPS — Electrical Equipment & Parts
$GH — Diagnostics & Research
$UMAC — Computer Hardware
$DELL — Computer Hardware
$HPE — Communication Equipment
$VSXY — Apparel Retail
$RXO — Trucking
$OKTA — Software Infrastructure
$NTAP — Software Infrastructure
$BB — Software Infrastructure
$SNOW — Application Software
$APPS — Application Software
$VSH — Semiconductors
$MRVL — Semiconductors
$ARM — Semiconductors
$ALAB — Semiconductors
$STUB — Internet Content & Information
$GENI — Internet Content & Information
$PENG — IT Services
$KEEL — IT Services
$CLOV — Healthcare Plans
$TXG — Health Information Services
$FPS — Electrical Equipment & Parts
$GH — Diagnostics & Research
$UMAC — Computer Hardware
$DELL — Computer Hardware
$HPE — Communication Equipment
$VSXY — Apparel Retail
🇨🇭 Global One SI - Prompt
Nex-N2-Pro holds up strong 💪 versus the brand new Claude Mythos Family (Mythos 5, Fable 5) ! Except Nex-N2-Pro is open source and doesn't cost $50/1M.
New King of the Open Source LLMs! Beats Leading OS Models. Time to start testing to verify benchmarks.
🏆 Nex-N2-Pro beats
✅ Kimi-K2.6: 86% (13/14)
✅ MiniMax: 100% (8/8)
✅ GLM-5.1: 100% (13/13)
✅ DeepSeek-V4-Pro: 92% (11/12)
» Opus 4.7: 45% (5/11)
» GPT-5.5: 30% (3/10)
🏆 Nex-N2-Pro beats
✅ Kimi-K2.6: 86% (13/14)
✅ MiniMax: 100% (8/8)
✅ GLM-5.1: 100% (13/13)
✅ DeepSeek-V4-Pro: 92% (11/12)
» Opus 4.7: 45% (5/11)
» GPT-5.5: 30% (3/10)
🏆1
🇨🇭 Global One SI - Prompt
Photo
If you want to understand where the real money is going to be made in the 6G buildout, stop staring at software valuations and look at what $NVDA NVIDIA is doing to the physical cell tower. 📡🌐⚡
A massive piece out of Light Reading just pulled back the curtain on NVIDIA’s radical new AI-RAN playbook.
🧠 The News: NVIDIA is moving past ground-level servers and designing a low-power, programmable GPU chip to go directly up on the mast inside the Radio Unit (RU) itself. As we transition to 6G "Ultra-MIMO," physical antennas will require 32x more local processing power to handle dense beamforming math. NVIDIA wants to completely replace legacy, rigid ASICs with programmable, software-defined silicon.
🤝 The Alliances: NVIDIA isn’t doing this alone—they’ve teamed up with telecom silicon giant $MRVL Marvell Technology to adapt their processors for this accelerated GPU architecture.
💡 The Missing Link to $AMPG:
Wall Street is still sleeping on how directly this macro shift impacts AmpliTech. NVIDIA can build the greatest software-defined chip architecture on earth, but an AI-RAN chip is completely useless without a physical, ultra-high-capacity radio fabric to plug into.
Look at the facts on the tape:
1️⃣ The Only Option: AmpliTech is the only domestic manufacturer that has successfully commercialized a certified O-RAN Category B 64T64R Massive MIMO radio unit capable of feeding these high-fidelity telemetry loops.
2️⃣ Already Hardcoded: This isn't theoretical. Just look at the recent GENESIS AI system from Northeastern University or the Open6G Global PlugFest results. When academia and researchers built the world's first open-source AI-RAN prototype to test this exact future, they plugged NVIDIA AI Aerial software directly into AmpliTech’s physical hardware.
The Big Picture: NVIDIA and Marvell are building the digital brain for the next generation of software-defined 6G cell towers. AmpliTech owns the physical, low-noise radio muscle required to carry those signals over the air.
As the entire telecom supply chain shifts away from rigid legacy hardware toward NVIDIA-driven, open-architecture AI-RAN, a sub-$200M pure-play hardware bottleneck like $AMPG becomes an incredibly high-value piece of real estate. The structural re-rating is inevitable. 📈🚀💎
lightreading.com/6g/nvidia-has-a-radical-new-ai-ran-plan-a-6g-radio-unit-chip
#AIRAN #6G #Semiconductors
A massive piece out of Light Reading just pulled back the curtain on NVIDIA’s radical new AI-RAN playbook.
🧠 The News: NVIDIA is moving past ground-level servers and designing a low-power, programmable GPU chip to go directly up on the mast inside the Radio Unit (RU) itself. As we transition to 6G "Ultra-MIMO," physical antennas will require 32x more local processing power to handle dense beamforming math. NVIDIA wants to completely replace legacy, rigid ASICs with programmable, software-defined silicon.
🤝 The Alliances: NVIDIA isn’t doing this alone—they’ve teamed up with telecom silicon giant $MRVL Marvell Technology to adapt their processors for this accelerated GPU architecture.
💡 The Missing Link to $AMPG:
Wall Street is still sleeping on how directly this macro shift impacts AmpliTech. NVIDIA can build the greatest software-defined chip architecture on earth, but an AI-RAN chip is completely useless without a physical, ultra-high-capacity radio fabric to plug into.
Look at the facts on the tape:
1️⃣ The Only Option: AmpliTech is the only domestic manufacturer that has successfully commercialized a certified O-RAN Category B 64T64R Massive MIMO radio unit capable of feeding these high-fidelity telemetry loops.
2️⃣ Already Hardcoded: This isn't theoretical. Just look at the recent GENESIS AI system from Northeastern University or the Open6G Global PlugFest results. When academia and researchers built the world's first open-source AI-RAN prototype to test this exact future, they plugged NVIDIA AI Aerial software directly into AmpliTech’s physical hardware.
The Big Picture: NVIDIA and Marvell are building the digital brain for the next generation of software-defined 6G cell towers. AmpliTech owns the physical, low-noise radio muscle required to carry those signals over the air.
As the entire telecom supply chain shifts away from rigid legacy hardware toward NVIDIA-driven, open-architecture AI-RAN, a sub-$200M pure-play hardware bottleneck like $AMPG becomes an incredibly high-value piece of real estate. The structural re-rating is inevitable. 📈🚀💎
lightreading.com/6g/nvidia-has-a-radical-new-ai-ran-plan-a-6g-radio-unit-chip
#AIRAN #6G #Semiconductors
Huge win for $SIVE 🔥
The company just locked in a massive $8.2 million production order from All.Space for 2027.
This isn't just another contract, it’s the official pivot from development to high-volume commercial rollout.
All.Space ( $YSS ) is a major player providing multi-orbit terminals for heavyweights like the U.S. Military.
$SIVE delivering the core Ka-band chips for this tech proves their hardware is elite and commercially ready.
This is a massive validation of $SIVE.
The company just locked in a massive $8.2 million production order from All.Space for 2027.
This isn't just another contract, it’s the official pivot from development to high-volume commercial rollout.
All.Space ( $YSS ) is a major player providing multi-orbit terminals for heavyweights like the U.S. Military.
$SIVE delivering the core Ka-band chips for this tech proves their hardware is elite and commercially ready.
This is a massive validation of $SIVE.
🇨🇭 Global One SI - Prompt
$OUST/USD H2 #Indicator #Signal #Trading #GlobalOneAI
I bought the dip on $OUST, $PENG, and $VOYG today.
The long-term investment thesis for these companies hasn't changed at all.
Right now, we are seeing a broad market sell-off rather than issues with these individual stocks.
Historically, investors who consistently take advantage of massive dips throughout the year tend to build significantly market-beating portfolios.
In the end, successful investing comes down to psychology, conviction, and patience.
Each of these three positions brings a unique, high-conviction catalyst to the table.
Ouster is a pioneer in digital 3D LiDAR sensors, providing the essential visual technology that drives the future of autonomous vehicles, robotics, and smart infrastructure.
Penguin Solutions acts as a critical backbone for the AI boom by deploying specialized high-performance computing hardware and enterprise infrastructure.
Meanwhile, Voyager Technologies is a major player in the aerospace and defense sector, shaping the future of space exploration through high-profile projects like the Starlab commercial space station and NASA's Artemis lunar missions.
The long-term investment thesis for these companies hasn't changed at all.
Right now, we are seeing a broad market sell-off rather than issues with these individual stocks.
Historically, investors who consistently take advantage of massive dips throughout the year tend to build significantly market-beating portfolios.
In the end, successful investing comes down to psychology, conviction, and patience.
Each of these three positions brings a unique, high-conviction catalyst to the table.
Ouster is a pioneer in digital 3D LiDAR sensors, providing the essential visual technology that drives the future of autonomous vehicles, robotics, and smart infrastructure.
Penguin Solutions acts as a critical backbone for the AI boom by deploying specialized high-performance computing hardware and enterprise infrastructure.
Meanwhile, Voyager Technologies is a major player in the aerospace and defense sector, shaping the future of space exploration through high-profile projects like the Starlab commercial space station and NASA's Artemis lunar missions.
✍1