π¨π Global One SI - Prompt
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 forβ¦
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.
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.
π¨π Global One SI - Prompt
$BB Everyone loved it at $10. Few were paying attention at $6. The chart is now doing exactly what strong trends do: Pullback. Consolidate. Build energy. Continue. As long as the higher-low structure remains intact, I remain extremely constructive onβ¦
$BB Call me crazy, but Iβm seeing $15 in the coming weeks if this breakout holds.
The chart shows a clean breakout above multi-year resistance around the $7.80β$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:
β’ Current price: ~$9.19
β’ Next targets: $12.37 then $15.55
β’ Support now established at former resistance (~$7.80β$8.20)
Major catalysts include:
β’ Accelerating QNX growth in automotive, defense, and robotics
β’ Q1 FY2027 earnings on June 25 with high expectations
β’ Active share buyback program
β’ 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
The chart shows a clean breakout above multi-year resistance around the $7.80β$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:
β’ Current price: ~$9.19
β’ Next targets: $12.37 then $15.55
β’ Support now established at former resistance (~$7.80β$8.20)
Major catalysts include:
β’ Accelerating QNX growth in automotive, defense, and robotics
β’ Q1 FY2027 earnings on June 25 with high expectations
β’ Active share buyback program
β’ 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
- 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
π¨π Global One SI - Prompt
Dinner with a view
A view out of my tax bracket π
π¨π Global One SI - Prompt
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 sameβ¦
This media is not supported in your browser
VIEW IN TELEGRAM
Every person who bought Google and Microsoft and never sold
π¨π Global One SI - Prompt
Someone put Fable 5 on the pirate bay, 3.4TB π
This media is not supported in your browser
VIEW IN TELEGRAM
Fable 5 can literally control TradingView and trade for you
Someone literally prompted Fable 5 βFind me every BTC futures contract with RSI below 30 and volume spike above 200%.β
Then prompted βReplay last week. Show me where your system would have entered.β
Someone literally prompted Fable 5 βFind me every BTC futures contract with RSI below 30 and volume spike above 200%.β
Then prompted βReplay last week. Show me where your system would have entered.β
π¨βπ»1
This media is not supported in your browser
VIEW IN TELEGRAM
π¨ THE WORLD'S FIRST COMMERCIAL PLANT THAT MAKES JET FUEL FROM THIN AIR IS NOW OPERATING.
Twelveβs 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 COβ 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:
β’ 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
β’ Using COβ from the air (instead of industrial sources) creates a genuinely carbon-neutral or even carbon-negative fuel pathway when powered by renewables
β’ The facility produces 50,000 gallons of e-SAF per year and is already supplying real airlines and corporations
β’ It proves that Direct Air Capture + green hydrogen can move beyond pilots into actual commercial production
The deeper implication:
Weβre watching the early stages of a new industrial ecosystem where we donβt 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 COβ sources. Itβs a concrete example of turning one of climate changeβs biggest problems (atmospheric COβ) 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?
Twelveβs 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 COβ 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:
β’ 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
β’ Using COβ from the air (instead of industrial sources) creates a genuinely carbon-neutral or even carbon-negative fuel pathway when powered by renewables
β’ The facility produces 50,000 gallons of e-SAF per year and is already supplying real airlines and corporations
β’ It proves that Direct Air Capture + green hydrogen can move beyond pilots into actual commercial production
The deeper implication:
Weβre watching the early stages of a new industrial ecosystem where we donβt 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 COβ sources. Itβs a concrete example of turning one of climate changeβs biggest problems (atmospheric COβ) 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?
π¨π Global One SI - Prompt
π¨ THE WORLD'S FIRST COMMERCIAL PLANT THAT MAKES JET FUEL FROM THIN AIR IS NOW OPERATING. Twelveβs 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 syntheticβ¦
This is exactly why green hydrogen infrastructure is so important. Technologies like Twelveβs AirPlant need abundant, low-cost green H2 to scale.
$FCEL is well positioned here β developing fuel cell systems that can produce clean electricity and hydrogen for Power-to-Liquid applications.
Fits perfectly into the clean energy infrastructure narrative Iβve been following.
Watching $FCEL closely.
#FCEL #GreenHydrogen #SustainableAviation #CleanEnergy
$FCEL is well positioned here β developing fuel cell systems that can produce clean electricity and hydrogen for Power-to-Liquid applications.
Fits perfectly into the clean energy infrastructure narrative Iβve been following.
Watching $FCEL closely.
#FCEL #GreenHydrogen #SustainableAviation #CleanEnergy
β1
This media is not supported in your browser
VIEW IN TELEGRAM
π¨ 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 (75β110 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. Thatβs 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. Itβs designed for military radar, secure satellite communications, and the coming wave of 6G networks.
Why this matters:
β’ W-band offers far more spectrum than current 5G bands, enabling much faster data transmission and higher-resolution sensing
β’ Gallium nitride can handle significantly higher power and frequencies than silicon, making it ideal for these demanding applications
β’ The rapid development cycle shows how public-private collaboration can accelerate critical semiconductor technologies
β’ The same tech that strengthens military radar and satellite links will directly feed into future commercial 6G infrastructure
The deeper implication:
Weβre watching the foundation of next-generation wireless and sensing systems being laid in real time.
High-frequency GaN chips like this wonβt just improve existing radar and satellite systems theyβre 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 isnβt just faster. Itβs operating at frequencies most people have never heard of and itβs being built right now.
How soon do you think W-band and GaN technology will start appearing in everyday 6G devices?
$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 (75β110 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. Thatβs 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. Itβs designed for military radar, secure satellite communications, and the coming wave of 6G networks.
Why this matters:
β’ W-band offers far more spectrum than current 5G bands, enabling much faster data transmission and higher-resolution sensing
β’ Gallium nitride can handle significantly higher power and frequencies than silicon, making it ideal for these demanding applications
β’ The rapid development cycle shows how public-private collaboration can accelerate critical semiconductor technologies
β’ The same tech that strengthens military radar and satellite links will directly feed into future commercial 6G infrastructure
The deeper implication:
Weβre watching the foundation of next-generation wireless and sensing systems being laid in real time.
High-frequency GaN chips like this wonβt just improve existing radar and satellite systems theyβre 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 isnβt just faster. Itβs operating at frequencies most people have never heard of and itβs being built right now.
How soon do you think W-band and GaN technology will start appearing in everyday 6G devices?
π¨π Global One SI - Prompt
$FCEL/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
Hereβs 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 COβ 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.
Hereβs 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 COβ 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.
β1
π¨π Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$IREN π₯π₯π₯
Jensen Huang, founder and CEO of NVIDIA.
βAI factories are becoming foundational infrastructure for the global economy. Deploying these systems at scale requires deep integration across the full stack β compute, networking, software, power and operations. IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.β
π₯ The recent IREN and NVDA deal for only 60MW of compute produces ~$700M ARR for IREN.
π₯ Across USA, Canada, Europe & Australia, IREN already has nearly ~6GW of secured power β¦ thatβs nearly 100x the NVDA contracted capacity.
π₯ $700M ARR Γ 100 = $70B potential ARR at full buildout.
π₯ When you hold the aces (multi-GW Texas + Oklahoma + Europe + Australia power), you donβt need to rush.
π₯ Laser-focused on flawless execution of the massive $9.7B MSFT contract (200MW liquid-cooled, already ramping with 20% prepay banked). Once executed, further premium hyperscaler deals come next.
π₯ The thesis for IREN to get to $1 Trillion is still intact! πππ
Jensen Huang, founder and CEO of NVIDIA.
βAI factories are becoming foundational infrastructure for the global economy. Deploying these systems at scale requires deep integration across the full stack β compute, networking, software, power and operations. IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.β
π₯ The recent IREN and NVDA deal for only 60MW of compute produces ~$700M ARR for IREN.
π₯ Across USA, Canada, Europe & Australia, IREN already has nearly ~6GW of secured power β¦ thatβs nearly 100x the NVDA contracted capacity.
π₯ $700M ARR Γ 100 = $70B potential ARR at full buildout.
π₯ When you hold the aces (multi-GW Texas + Oklahoma + Europe + Australia power), you donβt need to rush.
π₯ Laser-focused on flawless execution of the massive $9.7B MSFT contract (200MW liquid-cooled, already ramping with 20% prepay banked). Once executed, further premium hyperscaler deals come next.
π₯ The thesis for IREN to get to $1 Trillion is still intact! πππ
π¨π Global One SI - Prompt
Circular Financing problem in AI is there, see the image below from IDC. Revenue growth in enterprise Applications due to AI is a pragmatic metric to judge the real impact of AI Explosive AI infrastructure growth (GPUs, cloud, data centers) is partiallyβ¦
This media is not supported in your browser
VIEW IN TELEGRAM
When you realize tech companies are just passing around billions in a circle to boost their stocks to all-time highs.
πΏ1
π¨π Global One SI - Prompt
The state of $ETH holders rn
π¨Breaking Donald Trump introduces the new plan for Bitcoin Holders:
π¨π Global One SI - Prompt
π¨ Exciting news! π OpenRouter Fusion is now available and it might help while Fable 5 is restricted. π° A budget panel!! π π π Gemini 3 Flash + Kimi K2.6 + DeepSeek V4 Pro β€ scored within 1% of Fable 5 performance at roughly half the cost How to use it:.β¦
GPT 5.5 already basically matches Anthropicβs Fable 5 coding performance at around 50% of the cost.
Thatβs wild.
If GPT 5.6 lands the way I think it will, Fable might become irrelevant almost overnight.
The only real question now is will we all get access?
Thatβs wild.
If GPT 5.6 lands the way I think it will, Fable might become irrelevant almost overnight.
The only real question now is will we all get access?
June '26 LLM list (updated)
Claude Fable 5 β π₯π banned?
Nex-N2-Pro β π₯best open source
Claude Mythos β ...but not for you
Claude Sonnet-4.8 β
GPT-5.6 β
Gemini 3.5 Pro β
Gemma 4 12B β
Grok 5 β
MiniMax M3 β (weights released)
Nemotoron 3 Ultra β
Qwen3.7-Plus β
Qwen3.7-30B β π
Kimi K3.0 β
Kimi K2.7 Codeβ
GLM 5.2 β being benchmarked
Hunyuan3 MoE β
Macron V1 Preview β
MAI Thinking-1 β
MAI Code-1-Falsh (coding model) β VSCode β
MAI Image-2.5 β
MAI Image-2.5-Flash β
MAI Transcribe-1.5 β
MAI Voice-2 β
MAI Voice-2-Flash β
Claude Fable 5 β π₯π banned?
Nex-N2-Pro β π₯best open source
Claude Mythos β ...but not for you
Claude Sonnet-4.8 β
GPT-5.6 β
Gemini 3.5 Pro β
Gemma 4 12B β
Grok 5 β
MiniMax M3 β (weights released)
Nemotoron 3 Ultra β
Qwen3.7-Plus β
Qwen3.7-30B β π
Kimi K3.0 β
Kimi K2.7 Codeβ
GLM 5.2 β being benchmarked
Hunyuan3 MoE β
Macron V1 Preview β
MAI Thinking-1 β
MAI Code-1-Falsh (coding model) β VSCode β
MAI Image-2.5 β
MAI Image-2.5-Flash β
MAI Transcribe-1.5 β
MAI Voice-2 β
MAI Voice-2-Flash β
βοΈ AI just helped create a major quantum computing breakthrough..
Researchers used AI to design new algorithms that could bring practical quantum advantage much sooner than expected potentially cracking current encryption within the next decade....
The same technology thatβs accelerating AI is now accelerating the machines that could break it.
We are entering a race where the winner controls both intelligence and unbreakable security...
Past encryption patterns no longer guarantee future safety...!!
Researchers used AI to design new algorithms that could bring practical quantum advantage much sooner than expected potentially cracking current encryption within the next decade....
The same technology thatβs accelerating AI is now accelerating the machines that could break it.
We are entering a race where the winner controls both intelligence and unbreakable security...
Past encryption patterns no longer guarantee future safety...!!
β1