Engineering is real magic

For rockets, what’s better:

more engines or bigger engines?

#SaturnV
#NewGlenn
#Starship  

1. Smaller engines = better use of rocket base.
2. Easier and cheaper to 3D print at scale.
3. More engines = higher redundancy and safety.
4. Easier thrust control for precise landings.

33 Raptors fit Starship’s design perfectly.

SpaceX is now worth $2 trillion.

$ELVN Sometimes the biggest moves start when a chart stops asking for permission.

Multi-month consolidation.

Higher lows.

Breakout.

Volume expansion.

Strong relative strength.

Now price is beginning to separate itself from the base.

This looks like the start of a new trend, not the end of one.

Definitely on my radar.

When pushed, we'll do what it takes to win. #Anduril

Humanoid robotics funding + deals are accelerating fast.

Tracked cumulative value of selected public rounds + major deals:

2017 $0
2018 $820M
2019 $820M
2020 $840M
2021 $1.72B
2022 $1.93B
2023 $2.15B
2024 $2.93B
2025 ≥$4.56B
2026 up to $7.38B

Not total market funding.
#HumanoidRobots #Robotics #PhysicalAI #AI #Automation

AMD Ryzen AI Halo. The ultimate local AI developer platform.

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⚡ Up to 128GB unified memory
⚡ Support for models up to 200B parameters
⚡ Windows & Linux support
⚡ Ready-to-run AI workflows out of the box

Build, prototype, and deploy locally without cloud constraints.

Bought the dip $VOYG and $BKSY.

$AMPG is like $NOK.

But made in USA. 🇺🇸

Also works with $NVDA, with government financing.

Department of Defense.

It's a priority.

Open6G.

Still sub $1B.

$NOK/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$SIVE/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$PURR/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Anthropic is reportedly moving from renting cloud compute to leasing and managing data centers itself, with more than 1GW of planned U.S. capacity and Google potentially backing the lease payments.

The old model is simple: Anthropic pays cloud providers for GPUs or custom chips, but the cloud company controls the building, power, networking, cooling, and much of the hardware schedule.

The new model puts Anthropic closer to the factory floor of AI, where data centers are not office buildings but power-heavy machine rooms built to feed training and inference systems around the clock.

To give context of its current situation, until now, Anthropic’s compute strategy has mostly run through cloud providers, with over 10GW of server rentals committed, including a $200 billion Google agreement.

The company has also locked in large cloud deals with Akamai, AWS, CoreWeave, and Fluidstack, covering Amazon’s Trainium hardware and a $50 billion Fluidstack partnership.

It has also expanded its data center team and signed a SpaceX/xAI lease for the whole Colossus 1 data center at $1.25 billion a month, plus Colossus II space.

AI doomers will lose within the next 10 years.

Not because the risks are fake.

Some of them are real.

They’ll lose because people will see what AI actually does when it gets good enough.

Cures get discovered faster.
Small businesses get superpowers.
Robots take over dangerous work.
Science speeds up.
Education gets personal.
Millions of boring tasks just disappear.

The public mood won’t stay frozen in fear once the benefits become obvious in daily life.

Nobody wants to ban electricity after seeing the lightbulb.

And nobody will want to stop AI once it starts giving people more health, more time, more freedom and more abundance.

The doom narrative only works while the future is abstract.

Reality is going to beat it.

A positive timeline for the next 10 years:

2026:
AI agents become normal for coding, research, scheduling, customer support and admin work.

2027:
Companies stop hiring humans for repetitive digital tasks first. Not all work. Just the boring stuff nobody dreams about as a child.

2028:
Humanoid robots move from demos into real deployment: warehouses, factories, cleaning, logistics, elder care.

2029:
AI agents become full digital coworkers. They use apps, make calls, book things, negotiate, plan and finish tasks end to end.

2030:
The job market starts to feel the real shock. At the same time, goods and services begin getting cheaper because automation scales.

2031:
The first serious AI Dividend proposals arrive. If machines create the value, people will demand a share of that productivity.

2032:
Robot labor becomes cheap enough to change construction, farming, manufacturing and delivery.

2033:
Some countries and cities launch early AI Dividend systems funded by automation taxes, sovereign AI funds or public ownership stakes.

2034:
Working less becomes normal in wealthy countries. Four day weeks feel outdated. The debate shifts toward income without jobs.

2035:
The first real post labor economy begins to appear.

Not utopia.

But a world where survival is no longer tied to selling your time.

That is the timeline worth building.

Today marks the beginning of a new chapter.

$SPCX vs other space stocks today.

Clear liquidity vacuum effect. Halo effect follows which makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels.

Have a great weekend.

When finance class taught you to value companies based on future cash flows, but then a no cash flow company ipos at a $1 trillion valuation.

Picture the moment everything goes dark.

Not a blackout.

Worse.

The networks still hum...

... but they no longer answer to you.

The self-driving cars freeze mid-intersection.

The factory robots stall.

The drones over the border stop reporting.

The hospital's monitors flatline their data.

And somewhere far away, in a country that is not yours, someone's hand is on the switch.

This is the scenario that keeps national-security planners up at night. And almost nobody is pricing it in.

👇

Here's the chain that gets us there.

AI is becoming everything.

And the next phase of it doesn't live in a data center.

It lives at the EDGE.

On the towers.

Wired into the cars, the grids, the factories, the weapons.

Real-time intelligence, processed locally, in milliseconds.

That's the future everyone's racing toward:

AI-RAN.

The cell network turned into the nervous system of an entire civilization.

Now ask the question no one wants to ask: who builds that nervous system?

🇨🇳 Huawei & ZTE — China.
🇫🇮 Nokia — Finland.
🇸🇪 Ericsson — Sweden.
🇰🇷 Samsung — South Korea.

Not one of them is American.

China's hardware the US already ripped out, espionage, backdoors, an adversary wired into the grid.

The others are allies, but they're still foreign.

And here's the catastrophic part: when that network was just carrying phone calls, foreign hands were a tolerable risk.

When it becomes the real-time brain running your economy and your military, foreign control of that layer becomes a loaded gun pointed at your own head.

A single compromised radio layer, in that world, isn't a data breach. It's a kill switch on a nation.

You would be running the most powerful AI economy in history on hardware you didn't build, can't fully audit, and don't control.

That's not a risk.

That's a fault line under the entire house.

This is why Washington is moving fast.

Funding Open RAN to shatter the foreign monopoly.

Standing up Open6G, the DoD-funded hub, to build a trusted, domestic foundation before the AI era locks in.

But there's one terrifying gap in the plan: you cannot build an American radio supply chain if no American company makes the radio.

And at the spec that matters most, the 64T64R Massive MIMO radio that AI-RAN runs on, there is exactly one.

$AMPG.

The only American company to design and commercialize it. Inside the DoD-funded hub.

Defense-qualified:

Lockheed, Northrop, L3Harris, Boeing.

Already deployed at a Tier-1 carrier.

Already tested running AI-RAN with NVIDIA on top.

So this was never about a stock beating Nokia or Ericsson. It's about whether the most powerful nation on Earth will own the foundation of its own AI future, or rent it from someone who can switch it off.

When AI becomes everything, the edge becomes everything. And the edge runs on the radio.

There's only one American one.

And the clock is running.

Not financial advice. I'm long $AMPG. DYOR. 📡

Team Players $SPCX $TSLA