Introducing the Fusion API, the smartest compound model in the market.

Fusion achieves Fable-level intelligence at half the price.

How it works 👇

openrouter.ai/fusion

openrouter.ai/docs/guides/features/server-tools/fusion

openrouter.ai/blog/announcements/fusion-beats-frontier/

Someone put Fable 5 on the pirate bay, 3.4TB 😂

The AI era is about to make a LOT of people obsolete...

Layoffs are through the roof, and big tech is only looking to automate more and more roles.

99% of people are at risk of being automated.

If you want to make yourself irreplaceable in the AI era, save this

$OUST provides the hardware and AI perception software with its BlueCity platform, while $CSCO acts as the ultimate distribution engine.

By embedding Ouster’s technology directly into Cisco’s industrial IoT architecture, the company bypasses traditional long sales cycles, gaining immediate access to Cisco’s massive network of municipal, state, and federal government clients worldwide.

The real value driver here is the shift toward high-margin, recurring software-as-a-service (SaaS) revenue.

Ouster is not just selling hardware; cities are subscribing to its data analytics platform to build real-time 3D digital twins of urban intersections, optimize traffic flow, and secure vehicle-to-everything (V2X) communication.

The commercial scalability is already proven.

The company recently deployed its traffic management system across more than 40 highway locations near the MetLife Stadium ahead of the 2026 FIFA World Cup, marking the fastest project deployment in the history of the New Jersey Department of Transportation.

By avoiding the volatile consumer automotive race and anchoring its growth to heavily funded government infrastructure spend, Ouster has secured a highly predictable, high-moat growth path.

This partnership with Cisco changes the fundamental scaling economics of the business and makes the stock a critical name to watch in the industrial tech sector.

If the US starts geo restricting frontier AI, China could turn that into a massive advantage.

The pitch is obvious:

America will lock you out.

China will build with you.

That could pull in foreign companies, researchers, governments and developers who do not want to wait outside the US AI wall.

Trying to protect US companies might accidentally give China the perfect narrative to win the global AI race.

I’m starting to wonder if this becomes the new rule.

Any AI model above a certain intelligence threshold gets treated as national security infrastructure.

Fable 5 today. GPT 5.6 tomorrow. AGI after that.

Will AGI be geo fenced to the USA?

Because if that happens, US companies get first access to the most powerful tool in history while everyone else waits outside.

That would completely reshape the global economy.

I wonder what Elon thinks about all this.

If he is now a major compute provider for Anthropic, this whole Fable mess suddenly matters a lot more.

Geo restrictions, backlash, usage limits, safety fallbacks, angry builders.

That compute deal probably looked like a beautiful cash cow.

But if Anthropic fumbles trust and access, that cash cow could dry up very fast.

$BB Call me crazy, but I’m seeing $15 in the coming weeks if this breakout holds.

The chart shows a clean breakout above multi-year resistance around the $7.80–$8.20 zone, supported by strong volume.
RSI sits at 73,
MFI is elevated, and the squeeze is off, with momentum clearly favoring the bulls.

Key technical levels:
• Current price: ~$9.19
• Next targets: $12.37 then $15.55
• Support now established at former resistance (~$7.80–$8.20)
Major catalysts include:
• Accelerating QNX growth in automotive, defense, and robotics
• Q1 FY2027 earnings on June 25 with high expectations
• Active share buyback program
• Ongoing shift to high-margin software business

If the price holds this zone and earnings deliver, $15 becomes a realistic near-term target.

What are your thoughts on $BB?

#BB #BlackBerry #Stocks

Google and Microsoft now have a combined AI backlog of more than $1 Trillion

- Google $GOOGL now has a $467.6 Billion revenue backlog up from $92.4B in the same quarter last year

- Microsoft $MSFT now has a $633B revenue backlog up from $321B in the same quarter last year

Fiscal.ai

Dinner with a view

A view out of my tax bracket 😂

Every person who bought Google and Microsoft and never sold

Fable 5 can literally control TradingView and trade for you

Someone literally prompted Fable 5 “Find me every BTC futures contract with RSI below 30 and volume spike above 200%.”

Then prompted “Replay last week. Show me where your system would have entered.”

🚨 THE WORLD'S FIRST COMMERCIAL PLANT THAT MAKES JET FUEL FROM THIN AIR IS NOW OPERATING.

Twelve’s AirPlant One in Washington state is now running. It pulls carbon dioxide directly out of the atmosphere, combines it with green hydrogen, and turns it into synthetic jet fuel (e-SAF) and naphtha that can be used in existing infrastructure.

This is a milestone: earlier e-fuels projects used CO₂ captured from factories or breweries. AirPlant One is the first to do it at commercial scale using Direct Air Capture.

Alaska Airlines and Microsoft have already signed an offtake agreement for the e-SAF, and #Microsoft invested directly in the project.

Why this matters:
• Aviation is one of the hardest sectors to decarbonize e-SAF is one of the few realistic near-term solutions that works with existing planes and engines
• Using CO₂ from the air (instead of industrial sources) creates a genuinely carbon-neutral or even carbon-negative fuel pathway when powered by renewables
• The facility produces 50,000 gallons of e-SAF per year and is already supplying real airlines and corporations
• It proves that Direct Air Capture + green hydrogen can move beyond pilots into actual commercial production

The deeper implication:

We’re watching the early stages of a new industrial ecosystem where we don’t just reduce emissions we actively pull carbon out of the sky and turn it into usable fuel and materials.

While the volumes are still small today, this kind of project shows the pathway toward scaling synthetic fuels without competing with food production or relying on limited industrial CO₂ sources. It’s a concrete example of turning one of climate change’s biggest problems (atmospheric CO₂) into part of the solution.

The future of flight might literally be made from thin air.

How important do you think Direct Air Capture + e-fuels will become for decarbonizing aviation compared to other solutions like hydrogen planes or battery-electric aircraft?

This is exactly why green hydrogen infrastructure is so important. Technologies like Twelve’s AirPlant need abundant, low-cost green H2 to scale.

$FCEL is well positioned here — developing fuel cell systems that can produce clean electricity and hydrogen for Power-to-Liquid applications.
Fits perfectly into the clean energy infrastructure narrative I’ve been following.

Watching $FCEL closely.

#FCEL #GreenHydrogen #SustainableAviation #CleanEnergy

$FCEL/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt #AI

🚨 THE RACE TO 6G JUST ACCELERATED.

$NOC Northrop Grumman has developed a W-band GaN chip operating at up to 110 GHz and took it from concept to market-ready hardware in less than six months.

The new gallium nitride chip operates in the W-band (75–110 GHz), a frequency range that delivers massive bandwidth, extremely high data rates, and much lower latency than current systems.

What makes this impressive is the speed: the chip went from concept to market-ready hardware in less than six months through a U.S. government-backed microelectronics program. That’s unusually fast for advanced defense-grade semiconductors.

The chip acts as a high-power signal amplifier that can strengthen wireless links while shrinking the size and power consumption of the hardware. It’s designed for military radar, secure satellite communications, and the coming wave of 6G networks.

Why this matters:
• W-band offers far more spectrum than current 5G bands, enabling much faster data transmission and higher-resolution sensing
• Gallium nitride can handle significantly higher power and frequencies than silicon, making it ideal for these demanding applications
• The rapid development cycle shows how public-private collaboration can accelerate critical semiconductor technologies
• The same tech that strengthens military radar and satellite links will directly feed into future commercial 6G infrastructure

The deeper implication:
We’re watching the foundation of next-generation wireless and sensing systems being laid in real time.

High-frequency GaN chips like this won’t just improve existing radar and satellite systems they’re likely to become core building blocks for 6G, autonomous systems, and advanced defense platforms.

The fact that this moved from lab to market in under six months suggests the pace of high-frequency electronics is accelerating dramatically.

The future of wireless isn’t just faster. It’s operating at frequencies most people have never heard of and it’s being built right now.

How soon do you think W-band and GaN technology will start appearing in everyday 6G devices?

$NOC/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt #AI

$FCEL Carbon Capture path with $XOM opens the door to a full stack of revenue streams

Here’s how $FCEL could see revenue:

Equipment Sales + LTSAs (Standard)
- FCEL sells carbonate fuel cell modules directly to industrial customers (power plants, refineries, steel mills)
- Long-term service agreements layer in recurring revenue on top of hardware

XOM as Commercial Channel
- ExxonMobil identifies industrial customers globally, FCEL manufactures and services the hardware
- Revenue sharing structure TBD pending commercial framework negotiation

The IP Angle Not Understood
- Under the JDA (2019 + 2024 Amendment No. 5), $FCEL holds royalty-free, perpetual, worldwide licenses to jointly developed IP
- Covers Power AND Hydrogen applications, including CO₂ capture-integrated modules
- FCEL can commercialize independently, no Exxon approval required, zero royalties owed

The licenses survive the JDA term (currently through Dec 2026). FCEL keeps the technology runway regardless of how the XOM relationship evolves.

Module sales. Services. PPAs. Hydrogen. All on top of a royalty-free IP foundation.

The carbon capture thesis is much bigger than a fee per ton.