🇨🇭 Global One SI - Prompt
This is one of the craziest headlines you'll read all year. The US government has suspended the use of Claude Fable 5 & Mythos 5. My thoughts on the ramifications: - There is a strong motive to overturn the ban, as the ramifications for equities are significant.…
The US government just set a precedent. It ripped the most powerful American AI model away from every foreigner on earth.
Critical tech is becoming a "made in America, controlled by America" game.
I expect $AMPG to re-rate aggressively on this news, and here's why:
AmpliTech is the ONLY American company with a commercialized, O-RAN certified 64T64R Massive MIMO radio. The highest radio config in the entire 5G stack. Not the only one on earth, but the only American one.
When Washington starts walling off the supply chain, that one word "American" becomes their moat.
The same company also manufactures 4K cryogenic LNAs for quantum readout and defense/satcom RF. American-made, across the exact categories the US just declared strategic.
And here's where it gets interesting:
Telus is investing $66 billion to modernize its fibre and 5G network and to convert corporate buildings into residential housing. This is exactly what CEO Fawad Maqbool talked about on LinkedIn three weeks ago. Connect the dots. And that's just one project from one telecom company.
After this news, do you think US telecom companies will want to keep building on Korean, Swedish, or Finnish radios from the likes of Samsung, $ERIC or $NOK and risk retrofitting the entire network later with American-made tech?
No. They'll go straight to AmpliTech, which has the only American commercial product and the patent portfolio behind it.
When you buy $AMPG, you're not just betting on the future of O-RAN and quantum computing. You're buying a $200M micro-cap that's the only American-made way to do it.
The market hasn't priced this in yet at all. It will. NFA.
Critical tech is becoming a "made in America, controlled by America" game.
I expect $AMPG to re-rate aggressively on this news, and here's why:
AmpliTech is the ONLY American company with a commercialized, O-RAN certified 64T64R Massive MIMO radio. The highest radio config in the entire 5G stack. Not the only one on earth, but the only American one.
When Washington starts walling off the supply chain, that one word "American" becomes their moat.
The same company also manufactures 4K cryogenic LNAs for quantum readout and defense/satcom RF. American-made, across the exact categories the US just declared strategic.
And here's where it gets interesting:
Telus is investing $66 billion to modernize its fibre and 5G network and to convert corporate buildings into residential housing. This is exactly what CEO Fawad Maqbool talked about on LinkedIn three weeks ago. Connect the dots. And that's just one project from one telecom company.
After this news, do you think US telecom companies will want to keep building on Korean, Swedish, or Finnish radios from the likes of Samsung, $ERIC or $NOK and risk retrofitting the entire network later with American-made tech?
No. They'll go straight to AmpliTech, which has the only American commercial product and the patent portfolio behind it.
When you buy $AMPG, you're not just betting on the future of O-RAN and quantum computing. You're buying a $200M micro-cap that's the only American-made way to do it.
The market hasn't priced this in yet at all. It will. NFA.
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🇨🇭 Global One SI - Prompt
The US government just completely banned Fable 5 (Mythos) for ALL users. I went through all the docs to piece together exactly what happened... Here's everything you need to know (in 60 seconds): What exactly happened The US government issued an export…
‼️🚨 BREAKING: Amazon researchers snitched to the US government about jailbreaking Fable 5 and Mythos 5, forcing Anthropic to immediately shut down worldwide access.
A security export control directive from Commerce Secretary Howard Lutnick enforced the action.
Anthropic is fighting the directive and calls it a misunderstanding.
This isn't the first clash. The Trump administration had already tried to get Anthropic to pause the release of its latest models before this directive landed.
A security export control directive from Commerce Secretary Howard Lutnick enforced the action.
Anthropic is fighting the directive and calls it a misunderstanding.
This isn't the first clash. The Trump administration had already tried to get Anthropic to pause the release of its latest models before this directive landed.
🇨🇭 Global One SI - Prompt
AMD Ryzen AI Halo. The ultimate local AI developer platform. Pre-order now: bit.ly/4xv5PJS ⚡ 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…
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🚀 AMD Ryzen AI Halo is now available for pre-order!
A compact local AI developer platform powered by the Ryzen AI Max+ 395:
🧠 128GB unified LPDDR5x memory
⚡ 40 CU Radeon 8060S graphics (RDNA 3.5)
📦 Run models up to 200B parameters locally
🖥️ Windows + Linux support out of the box
Build and deploy AI workflows without cloud dependency.
Pre-order → @ amd
A compact local AI developer platform powered by the Ryzen AI Max+ 395:
🧠 128GB unified LPDDR5x memory
⚡ 40 CU Radeon 8060S graphics (RDNA 3.5)
📦 Run models up to 200B parameters locally
🖥️ Windows + Linux support out of the box
Build and deploy AI workflows without cloud dependency.
Pre-order → @ amd
45 leading names that are above the 10-MA with over $100M in dollar volume to build your relative strength watchlist, even as the market remains beneath its 10 and 20-MAs.
$RXT — Software Infrastructure
$AMC — Entertainment
$AEHR — Semiconductor Equipment
$ALK — Airlines
$MARA — Crypto Mining
$SEI — Energy Infrastructure
$CLF — Steel
$VSH — Semiconductors
$OSCR — Health Care Providers
$CORZ — Crypto Mining
$CIFR — Crypto Mining
$RIOT — Crypto Mining
$CAVA — Restaurants
$BROS — Restaurants
$WULF — Crypto Mining
$GLXY — Crypto Mining
$VIAV — Communication Equipment
$SMTC — Semiconductors
$FPS — Electrical Equipment
$LSCC — Semiconductors
$TTMI — Electronic Components
$AMKR — Semiconductor Equipment
$RIVN — EVs
$ROKU — Entertainment
$IREN — Crypto Mining
$ENTG — Semiconductor Equipment
$TSEM — Semiconductors
$GFS — Semiconductors
$CRDO — Semiconductors
$UMC — Semiconductors
$ALAB — Semiconductors
$TER — Semiconductor Equipment
$STM — Semiconductors
$LITE — Communication Equipment
$ASX — Semiconductor Packaging & Testing
$WDC — Data Storage
$STX — Data Storage
$MRVL — Semiconductors
$SNDK — Data Storage
$KLAC — Semiconductor Equipment
$ARM — Semiconductors
$AMAT — Semiconductor Equipment
$LRCX — Semiconductor Equipment
$INTC — Semiconductors
$AMD — Semiconductors
$MU — Memory Semiconductors
$RXT — Software Infrastructure
$AMC — Entertainment
$AEHR — Semiconductor Equipment
$ALK — Airlines
$MARA — Crypto Mining
$SEI — Energy Infrastructure
$CLF — Steel
$VSH — Semiconductors
$OSCR — Health Care Providers
$CORZ — Crypto Mining
$CIFR — Crypto Mining
$RIOT — Crypto Mining
$CAVA — Restaurants
$BROS — Restaurants
$WULF — Crypto Mining
$GLXY — Crypto Mining
$VIAV — Communication Equipment
$SMTC — Semiconductors
$FPS — Electrical Equipment
$LSCC — Semiconductors
$TTMI — Electronic Components
$AMKR — Semiconductor Equipment
$RIVN — EVs
$ROKU — Entertainment
$IREN — Crypto Mining
$ENTG — Semiconductor Equipment
$TSEM — Semiconductors
$GFS — Semiconductors
$CRDO — Semiconductors
$UMC — Semiconductors
$ALAB — Semiconductors
$TER — Semiconductor Equipment
$STM — Semiconductors
$LITE — Communication Equipment
$ASX — Semiconductor Packaging & Testing
$WDC — Data Storage
$STX — Data Storage
$MRVL — Semiconductors
$SNDK — Data Storage
$KLAC — Semiconductor Equipment
$ARM — Semiconductors
$AMAT — Semiconductor Equipment
$LRCX — Semiconductor Equipment
$INTC — Semiconductors
$AMD — Semiconductors
$MU — Memory Semiconductors
🇨🇭 Global One SI - Prompt
Team Players $SPCX $TSLA
Humanoid robot shipments in 2025 show where the volume really is.
Estimated total market: 14,500 to 16,000 units
1. Unitree Robotics: 5,500+
2. AgiBot / Zhiyuan Robotics: 5,168
3. UBTECH: 1,079
4. Leju Robotics: 500
5. EngineAI: 400
6. Fourier Intelligence: 300
7. Figure AI: ~150
8. Agility Robotics: ~150
9. Tesla Optimus: ~150
10. Others: ~1,100 to 3,000
Shipments = robots sold or delivered in 2025.
Not orders.
Not production capacity.
China leads the shipment volume.
Unitree + AgiBot alone: 10,668+ units.
#HumanoidRobots #Robotics #PhysicalAI #AI #Automation
Estimated total market: 14,500 to 16,000 units
1. Unitree Robotics: 5,500+
2. AgiBot / Zhiyuan Robotics: 5,168
3. UBTECH: 1,079
4. Leju Robotics: 500
5. EngineAI: 400
6. Fourier Intelligence: 300
7. Figure AI: ~150
8. Agility Robotics: ~150
9. Tesla Optimus: ~150
10. Others: ~1,100 to 3,000
Shipments = robots sold or delivered in 2025.
Not orders.
Not production capacity.
China leads the shipment volume.
Unitree + AgiBot alone: 10,668+ units.
#HumanoidRobots #Robotics #PhysicalAI #AI #Automation
🇨🇭 Global One SI - Prompt
The US government just completely banned Fable 5 (Mythos) for ALL users. I went through all the docs to piece together exactly what happened... Here's everything you need to know (in 60 seconds): What exactly happened The US government issued an export…
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How it feels to use Opus now
🇨🇭 Global One SI - Prompt
This is one of the craziest headlines you'll read all year. The US government has suspended the use of Claude Fable 5 & Mythos 5. My thoughts on the ramifications: - There is a strong motive to overturn the ban, as the ramifications for equities are significant.…
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US bans claude fable 5 and Mythos 5
Anthropic CEO :
Anthropic CEO :
🇨🇭 Global One SI - Prompt
When pushed, we'll do what it takes to win. #Anduril
BREAKING: #Anduril has secured a $363M U.S. Customs and Border Protection contract to expand its autonomous border security network with 200+ Extended Range Sentry Towers.
The 80-foot towers use advanced sensors to autonomously detect, classify, and track objects at ranges exceeding 5 miles, giving Border Patrol a longer-range layer of persistent situational awareness.
The 80-foot towers use advanced sensors to autonomously detect, classify, and track objects at ranges exceeding 5 miles, giving Border Patrol a longer-range layer of persistent situational awareness.
🇨🇭 Global One SI - Prompt
Photo
$XFAB is mission-critical for Western industries because it is one of the very few specialized foundries manufacturing essential analog, mixed-signal, and MEMS chips directly within Europe and the US.
While Asian giants like $TSM dominate the advanced digital processor market (for smartphones and AI), $XFAB secures the physical infrastructure that keeps the Western automotive, medical, and industrial sectors running.
1. Supply Chain Sovereignty and Friend-Shoring
Geographic security: X-FAB operates six manufacturing sites strategically located in Germany (Erfurt, Dresden, Itzehoe), France, Belgium, and the USA (Texas).
Geopolitical hedge: In the event of escalating conflicts in Asia (e.g., Taiwan), X-FAB’s local presence ensures that Western core industries can maintain production.
Government backing: Because of this strategic value, X-FAB’s expansions are heavily supported by Western subsidies, such as funding tied to the US CHIPS and Science Act for its Lubbock, Texas facility.
2. Specialization in "Real World" Technologies
Bridging physics and digital: Unlike purely digital chips, X-FAB’s technologies translate real-world phenomena like pressure, temperature, movement, and sound into digital data.
Niche market leadership: X-FAB is a global leader in Micro-Electro-Mechanical Systems (MEMS), high-voltage circuits (up to 700V), and next-generation wide-bandgap semiconductors like Silicon Carbide (SiC) and Gallium Nitride (GaN).
3. Anchoring Critical Industries
Automotive: X-FAB supplies chips for high-reliability, safety-critical systems including braking, airbags, and electric vehicle (EV) battery management.
Medical technology: Their chips power life-critical devices like pacemakers, lab-on-a-chip diagnostic tools, and implantable medical devices.
Industrial & green energy: X-FAB hardware regulates power grids, wind turbines, and automated Industry 4.0 factories.
4. Extreme Product Lifecycles
Decade-long availability: Consumer electronics chips are replaced every few years, but X-FAB guarantees component availability for 20+ years.
Regulatory compliance: Western automakers and industrial equipment manufacturers rely on this longevity to avoid incredibly costly and time-consuming recertification processes.
While Asian giants like $TSM dominate the advanced digital processor market (for smartphones and AI), $XFAB secures the physical infrastructure that keeps the Western automotive, medical, and industrial sectors running.
1. Supply Chain Sovereignty and Friend-Shoring
Geographic security: X-FAB operates six manufacturing sites strategically located in Germany (Erfurt, Dresden, Itzehoe), France, Belgium, and the USA (Texas).
Geopolitical hedge: In the event of escalating conflicts in Asia (e.g., Taiwan), X-FAB’s local presence ensures that Western core industries can maintain production.
Government backing: Because of this strategic value, X-FAB’s expansions are heavily supported by Western subsidies, such as funding tied to the US CHIPS and Science Act for its Lubbock, Texas facility.
2. Specialization in "Real World" Technologies
Bridging physics and digital: Unlike purely digital chips, X-FAB’s technologies translate real-world phenomena like pressure, temperature, movement, and sound into digital data.
Niche market leadership: X-FAB is a global leader in Micro-Electro-Mechanical Systems (MEMS), high-voltage circuits (up to 700V), and next-generation wide-bandgap semiconductors like Silicon Carbide (SiC) and Gallium Nitride (GaN).
3. Anchoring Critical Industries
Automotive: X-FAB supplies chips for high-reliability, safety-critical systems including braking, airbags, and electric vehicle (EV) battery management.
Medical technology: Their chips power life-critical devices like pacemakers, lab-on-a-chip diagnostic tools, and implantable medical devices.
Industrial & green energy: X-FAB hardware regulates power grids, wind turbines, and automated Industry 4.0 factories.
4. Extreme Product Lifecycles
Decade-long availability: Consumer electronics chips are replaced every few years, but X-FAB guarantees component availability for 20+ years.
Regulatory compliance: Western automakers and industrial equipment manufacturers rely on this longevity to avoid incredibly costly and time-consuming recertification processes.
🇨🇭 Global One SI - Prompt
Photo
🇨🇳 HUGE: China blasts the Pentagon’s blacklist of major tech firms including Alibaba, Baidu, and BYD, warning of retaliation over the move.
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X-BAT's not just going where the wind takes it.
The team is pushing X-BAT through thousands of wind tunnel test conditions, evaluating how it performs as the environment changes. The goal: a prototype engineered for stability, resilience, and mission success before it ever leaves the ground.
Autonomy for the world.
Shield AI’s wind tunnel testing site is where a 17% X-BAT scale goes through thousands of test conditions
The first demo flight is scheduled for later this year
The team is pushing X-BAT through thousands of wind tunnel test conditions, evaluating how it performs as the environment changes. The goal: a prototype engineered for stability, resilience, and mission success before it ever leaves the ground.
Autonomy for the world.
Shield AI’s wind tunnel testing site is where a 17% X-BAT scale goes through thousands of test conditions
The first demo flight is scheduled for later this year
🇨🇭 Global One SI - Prompt
Stop prompting your agents manually. Loops are the most powerful way to use AI in 2026. This guy built a directory of pre-built agent workflows for Claude, Codex & more. You can now let agent loops complete tasks end-to-end. Dozens of loops live here:…
How to master Claude - 10x your AI productivity with this playbook.
(as a complete beginner)
(as a complete beginner)
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🇨🇭 Global One SI - Prompt
Photo
If Fable 5 and Mythos 5 can get geo restricted, what happens to GPT 5.6?
This feels less and less like safety and more like giving US companies first access to the strongest AI.
US firms get the edge.
Foreign competitors wait outside.
That would change the whole AI race.
This feels less and less like safety and more like giving US companies first access to the strongest AI.
US firms get the edge.
Foreign competitors wait outside.
That would change the whole AI race.
🇨🇭 Global One SI - Prompt
The US government just completely banned Fable 5 (Mythos) for ALL users. I went through all the docs to piece together exactly what happened... Here's everything you need to know (in 60 seconds): What exactly happened The US government issued an export…
This is the real precedent.
Any model above Fable 5 can now be treated as national security infrastructure.
US companies get access first.
Foreign competitors wait outside.
That’s a massive competitive advantage for US companies.
Any model above Fable 5 can now be treated as national security infrastructure.
US companies get access first.
Foreign competitors wait outside.
That’s a massive competitive advantage for US companies.
🇨🇭 Global One SI - Prompt
Jim Simons returned 66% a year for 30 years - the best track record in history. His rule: never trust a strategy. Attack it until it proves itself or dies. That's the man in this video. You build a strategy and trust it. He built one and tried to murder…
In the 1980s, Jim Simons revolutionized investing by treating markets as data-driven puzzles rather than relying on intuition or company analysis.
Through Renaissance Technologies and its famous Medallion Fund, he used teams of scientists and mathematicians to uncover small, hidden patterns in data.
Individually minor, these patterns combined to produce consistently exceptional returns.
Through Renaissance Technologies and its famous Medallion Fund, he used teams of scientists and mathematicians to uncover small, hidden patterns in data.
Individually minor, these patterns combined to produce consistently exceptional returns.
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