🇨🇭 Global One SI - Prompt
Elon is $161 billion away from becoming the first trillionaire.
Elon Musk will be the 1st trillionaire on planet Earth this week.
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🇨🇭 Global One SI - Prompt
The SpaceX IPO will reportedly create ~4,000 new millionaires among SpaceX employees
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The cafeteria lady at the SpaceX canteen realizing she became a millionaire after 10 years of selling coffee to Elon Musk
🇨🇭 Global One SI - Prompt
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…
AmpliTech Group $AMPG and the Nvidia $NVDA connection.
As you may have heard by now already, $AMPG dropped a bombshell on Monday by disclosing on their newly updated website that $NVDA is a customer of them.
How are they connected?
$AMPG and $NVDA are both part of the Open6G project at the Northeastern University, which is funded by the US government. The project is aimed to develop the next-generation technology in telecom, namely AI-RAN. $AMPG provides the hardware, while $NVDA provides the brains, run on open-source software stack OpenAirInterface.
- $AMPG provides the O-RAN CAT B 64T64R Massive MIMO radio unit. It is the only American company to design and commercialize such specific hardware. There is no domestic competitor for this certification.
- $NVDA provides the brains with NVIDIA AI Aerial, consisting of CUDA-accelerated Blackwell or Grace Hopper GPUs. This platform makes heavy calculations to optimize AI-driven 5G/6G waves.
$NOK was not picked, neither was Ericsson. Instead, $AMPG was chosen as the hardware provider for this Open6G project, validating $AMPG's special position with their propriatary LNA technology (best of the industry), and the only American and US-produced provider of the O-RAN CAT B 64T64R Massive MIMO radio unit.
The AI-RAN TAM is expected to increase from $2.5-3.0 billion currently to over $36 billion in 2035, implying a CAGR of close to 30%.
Despite this massive validation, $AMPG still trades at a market cap of merely $173 million. And the AI-RAN segment is just one of numerous segments in which $AMPG is well-positioned to be a massive winner.
As you may have heard by now already, $AMPG dropped a bombshell on Monday by disclosing on their newly updated website that $NVDA is a customer of them.
How are they connected?
$AMPG and $NVDA are both part of the Open6G project at the Northeastern University, which is funded by the US government. The project is aimed to develop the next-generation technology in telecom, namely AI-RAN. $AMPG provides the hardware, while $NVDA provides the brains, run on open-source software stack OpenAirInterface.
- $AMPG provides the O-RAN CAT B 64T64R Massive MIMO radio unit. It is the only American company to design and commercialize such specific hardware. There is no domestic competitor for this certification.
- $NVDA provides the brains with NVIDIA AI Aerial, consisting of CUDA-accelerated Blackwell or Grace Hopper GPUs. This platform makes heavy calculations to optimize AI-driven 5G/6G waves.
$NOK was not picked, neither was Ericsson. Instead, $AMPG was chosen as the hardware provider for this Open6G project, validating $AMPG's special position with their propriatary LNA technology (best of the industry), and the only American and US-produced provider of the O-RAN CAT B 64T64R Massive MIMO radio unit.
The AI-RAN TAM is expected to increase from $2.5-3.0 billion currently to over $36 billion in 2035, implying a CAGR of close to 30%.
Despite this massive validation, $AMPG still trades at a market cap of merely $173 million. And the AI-RAN segment is just one of numerous segments in which $AMPG is well-positioned to be a massive winner.
🇨🇭 Global One SI - Prompt
Nvidia just cleared the memory bottleneck significantly for Vera Rubin by qualifying HBM4 from Samsung, SK Hynix, and Micron & moving those parts into full production. per news, Vera Rubin HBM4 share: SK Hynix 60–70%, Samsung 25–30%, Micron rest.
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SK Hynix plans to list its shares in the US as soon as August, said two sources familiar with the matter, as the South Korean memory chipmaker seeks to capitalise on strong appetite for AI-linked stocks and broaden its investor base
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Perplexity's CEO explains how hybrid agentic inference maximizes AI token value at Computex 2026.
🇨🇭 Global One SI - Prompt
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:…
This is an amazing new model almost nobody knows about. It’s free on OpenRouter to test.
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🔥 Macrodata (CPI):
▪️ Consumer Price Index (CPI) (YoY) (May)
FACT: 4.2%
FORECAST: 4.2%
PREVIOUS.: 2.8%
▪️ Consumer Price Index (CPI) (MoM) (May)
FACT: 0.5%
FORECAST: 0.5%
PREVIOUS.: 0.6%
▪️ Core Consumer Price Index (CPI) (MoM) (May)
FACT: 0.2%
FORECAST: 0.3%
PREVIOUS.: 0.4%
▪️ Core Consumer Price Index (CPI) (YoY) (May)
FACT: 2.9%
FORECAST: 2.9%
PREVIOUS.: 2.8%
▪️ Consumer Price Index (CPI) (YoY) (May)
FACT: 4.2%
FORECAST: 4.2%
PREVIOUS.: 2.8%
▪️ Consumer Price Index (CPI) (MoM) (May)
FACT: 0.5%
FORECAST: 0.5%
PREVIOUS.: 0.6%
▪️ Core Consumer Price Index (CPI) (MoM) (May)
FACT: 0.2%
FORECAST: 0.3%
PREVIOUS.: 0.4%
▪️ Core Consumer Price Index (CPI) (YoY) (May)
FACT: 2.9%
FORECAST: 2.9%
PREVIOUS.: 2.8%
🇨🇭 Global One SI - Prompt
The banks don’t believe OpenAI is worth $852 billion. The same OpenAI losing $14 billion a year. That just filed for a $1 trillion IPO. SoftBank needed the loan to keep funding OpenAI. To fund the company they already own 13% of. With money borrowed against…
OpenAI is reportedly in talks to lease a proposed 10GW AI data center campus in Ohio that could cost more than HALF OF A TRILLION DOLLARS to build, with the first phase targeted for 2028.
$NVDA would supply hardware and provide financial guarantees, while OpenAI would operate the facility under a 20-year lease agreement.
$NVDA would supply hardware and provide financial guarantees, while OpenAI would operate the facility under a 20-year lease agreement.
🇨🇭 Global One SI - Prompt
Most people think AI runs on GPUs. That's like saying the internet runs on browsers. Modern AI is powered by an entire ecosystem of processors: 🧠 CPU → Coordinates everything ⚡ GPU → Trains massive models 🔷 TPU → Accelerates tensor operations 📱 NPU → Brings…
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The CPU "orchestrates the show" in the age of agentic AI.
🇨🇭 Global One SI - Prompt
$BA/USD H2 #Indicator #Signal #Trading #GlobalOneAI
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✅ >25% larger wing
✅ Increased fuel and payload capacity
✅ Beyond Line of Sight capability
✅ Internal weapons stations for greater mission configurability
$BA MQ-28 Ghost Bat enhancements deliver flexibility, range and capacity advancements.
✅ Increased fuel and payload capacity
✅ Beyond Line of Sight capability
✅ Internal weapons stations for greater mission configurability
$BA MQ-28 Ghost Bat enhancements deliver flexibility, range and capacity advancements.
U.S. company Anduril has reportedly been selected to provide Kuwait with counter-drone capabilities under a potential $1.98 billion U.S. Foreign Military Sale package approved by the State Department.
#USA #Anduril #CounterDrone
#USA #Anduril #CounterDrone
The Strategic Role of $CEVA ($1.2B) in the Smart Edge AI Era
CEVA, Inc. operates at the center of this transition, providing the foundational semiconductor intellectual property (IP) and embedded software that enable devices to connect, sense, and infer.
With a history spanning more than three decades, the company has established a highly scalable business model that powers billions of electronic systems worldwide.
CEVA operates as a pure-play IP licensing and royalty provider.
This asset-light model yields high gross margins and removes the capital expenditure risks associated with manufacturing.
The company's technology portfolio addresses three critical requirements for next-generation hardware:
Connectivity: Market-leading solutions for Bluetooth, Wi-Fi 6/7, and 5G/6G cellular standards.
Sensing:
Advanced digital signal processing for voice, audio, computer vision, and sensor fusion.
Inference:
Specialized Neural Processing Units (NPUs) designed to execute AI workloads locally on-device, ensuring low latency, power efficiency, and enhanced data privacy.
To guarantee seamless hardware implementation for its licensees, CEVA maintains close technical alignment with the world’s leading semiconductor foundries.
Their IP is optimized for the manufacturing processes of premier fabricators, including $TSM, Samsung, $INTC, $GFS and $TSEM.
This ecosystem ensures that tier-one customers can deploy CEVA-based designs rapidly and at scale.
To date, more than 18 billion chips powered by CEVA technology have been shipped globally.
The company’s IP is integrated into the supply chains and products of major technology corporations and semiconductor leaders.
End-market applications span from smartphones and smart home systems developed by companies like $AAPL, Samsung, Xiaomi, and $AMZN to automotive and industrial solutions utilizing silicon from Qualcomm, MediaTek, $NXP, and STMicroelectronics.
CEVA, Inc. operates at the center of this transition, providing the foundational semiconductor intellectual property (IP) and embedded software that enable devices to connect, sense, and infer.
With a history spanning more than three decades, the company has established a highly scalable business model that powers billions of electronic systems worldwide.
CEVA operates as a pure-play IP licensing and royalty provider.
This asset-light model yields high gross margins and removes the capital expenditure risks associated with manufacturing.
The company's technology portfolio addresses three critical requirements for next-generation hardware:
Connectivity: Market-leading solutions for Bluetooth, Wi-Fi 6/7, and 5G/6G cellular standards.
Sensing:
Advanced digital signal processing for voice, audio, computer vision, and sensor fusion.
Inference:
Specialized Neural Processing Units (NPUs) designed to execute AI workloads locally on-device, ensuring low latency, power efficiency, and enhanced data privacy.
To guarantee seamless hardware implementation for its licensees, CEVA maintains close technical alignment with the world’s leading semiconductor foundries.
Their IP is optimized for the manufacturing processes of premier fabricators, including $TSM, Samsung, $INTC, $GFS and $TSEM.
This ecosystem ensures that tier-one customers can deploy CEVA-based designs rapidly and at scale.
To date, more than 18 billion chips powered by CEVA technology have been shipped globally.
The company’s IP is integrated into the supply chains and products of major technology corporations and semiconductor leaders.
End-market applications span from smartphones and smart home systems developed by companies like $AAPL, Samsung, Xiaomi, and $AMZN to automotive and industrial solutions utilizing silicon from Qualcomm, MediaTek, $NXP, and STMicroelectronics.
$RELL is a specialized engineering and component provider that flies under the radar, yet remains absolutely essential to the modern tech world.
Instead of designing standard microchips, the company engineers high-power electronic tubes, radio frequency components, and green energy power management systems.
With over 75 years of experience, Richardson acts as a critical partner for more than 20,000 customers globally, spanning semiconductor manufacturing, medical imaging, and aerospace defense.
The company's real growth potential comes from its successful pivot toward major secular megatrends:
Semiconductor Infrastructure:
Richardson supplies mission-critical high-frequency components directly to the world's leading manufacturers of chip-making machinery. Without these parts, modern fabrication facilities cannot process silicon wafers.
Green Energy Solutions:
The company has captured a highly lucrative niche by engineering advanced ultracapacitor modules for wind turbines and energy storage. These modules replace high-maintenance lead-acid batteries in the massive rotor blades of global wind platforms.
Medical Systems:
This division designs custom, high-precision visual displays and diagnostic monitors for Tier-1 medical and industrial OEMs.
The business is executing well, backed by a robust and growing order backlog valued in the triple-digit millions. By shifting its focus away from legacy healthcare distribution and toward these high-margin, proprietary engineering solutions, management has structurally expanded the firm's profitability.
Despite this entrenched market position, Richardson trades at a compressed micro-cap market capitalization of approximately 240 Million USD.
The broader market frequently misprices the stock as a legacy industrial cyclical, overlooking its clean, debt-free balance sheet and substantial cash reserves.
For investors seeking a profitable, financially resilient foundation with direct exposure to the semiconductor and green energy super-cycles, RELL offers an exceptional, asymmetric opportunity.
Instead of designing standard microchips, the company engineers high-power electronic tubes, radio frequency components, and green energy power management systems.
With over 75 years of experience, Richardson acts as a critical partner for more than 20,000 customers globally, spanning semiconductor manufacturing, medical imaging, and aerospace defense.
The company's real growth potential comes from its successful pivot toward major secular megatrends:
Semiconductor Infrastructure:
Richardson supplies mission-critical high-frequency components directly to the world's leading manufacturers of chip-making machinery. Without these parts, modern fabrication facilities cannot process silicon wafers.
Green Energy Solutions:
The company has captured a highly lucrative niche by engineering advanced ultracapacitor modules for wind turbines and energy storage. These modules replace high-maintenance lead-acid batteries in the massive rotor blades of global wind platforms.
Medical Systems:
This division designs custom, high-precision visual displays and diagnostic monitors for Tier-1 medical and industrial OEMs.
The business is executing well, backed by a robust and growing order backlog valued in the triple-digit millions. By shifting its focus away from legacy healthcare distribution and toward these high-margin, proprietary engineering solutions, management has structurally expanded the firm's profitability.
Despite this entrenched market position, Richardson trades at a compressed micro-cap market capitalization of approximately 240 Million USD.
The broader market frequently misprices the stock as a legacy industrial cyclical, overlooking its clean, debt-free balance sheet and substantial cash reserves.
For investors seeking a profitable, financially resilient foundation with direct exposure to the semiconductor and green energy super-cycles, RELL offers an exceptional, asymmetric opportunity.