๐จ๐ญ Global One SI - Prompt
Someone put Fable 5 on the pirate bay, 3.4TB ๐
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Fable 5 can literally control TradingView and trade for you
Someone literally prompted Fable 5 โFind me every BTC futures contract with RSI below 30 and volume spike above 200%.โ
Then prompted โReplay last week. Show me where your system would have entered.โ
Someone literally prompted Fable 5 โFind me every BTC futures contract with RSI below 30 and volume spike above 200%.โ
Then prompted โReplay last week. Show me where your system would have entered.โ
๐จโ๐ป1
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๐จ THE WORLD'S FIRST COMMERCIAL PLANT THAT MAKES JET FUEL FROM THIN AIR IS NOW OPERATING.
Twelveโs 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 COโ 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:
โข 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
โข Using COโ from the air (instead of industrial sources) creates a genuinely carbon-neutral or even carbon-negative fuel pathway when powered by renewables
โข The facility produces 50,000 gallons of e-SAF per year and is already supplying real airlines and corporations
โข It proves that Direct Air Capture + green hydrogen can move beyond pilots into actual commercial production
The deeper implication:
Weโre watching the early stages of a new industrial ecosystem where we donโt 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 COโ sources. Itโs a concrete example of turning one of climate changeโs biggest problems (atmospheric COโ) 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?
Twelveโs 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 COโ 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:
โข 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
โข Using COโ from the air (instead of industrial sources) creates a genuinely carbon-neutral or even carbon-negative fuel pathway when powered by renewables
โข The facility produces 50,000 gallons of e-SAF per year and is already supplying real airlines and corporations
โข It proves that Direct Air Capture + green hydrogen can move beyond pilots into actual commercial production
The deeper implication:
Weโre watching the early stages of a new industrial ecosystem where we donโt 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 COโ sources. Itโs a concrete example of turning one of climate changeโs biggest problems (atmospheric COโ) 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?
๐จ๐ญ Global One SI - Prompt
๐จ THE WORLD'S FIRST COMMERCIAL PLANT THAT MAKES JET FUEL FROM THIN AIR IS NOW OPERATING. Twelveโs 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 syntheticโฆ
This is exactly why green hydrogen infrastructure is so important. Technologies like Twelveโs AirPlant need abundant, low-cost green H2 to scale.
$FCEL is well positioned here โ developing fuel cell systems that can produce clean electricity and hydrogen for Power-to-Liquid applications.
Fits perfectly into the clean energy infrastructure narrative Iโve been following.
Watching $FCEL closely.
#FCEL #GreenHydrogen #SustainableAviation #CleanEnergy
$FCEL is well positioned here โ developing fuel cell systems that can produce clean electricity and hydrogen for Power-to-Liquid applications.
Fits perfectly into the clean energy infrastructure narrative Iโve been following.
Watching $FCEL closely.
#FCEL #GreenHydrogen #SustainableAviation #CleanEnergy
โ1
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๐จ 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 (75โ110 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. Thatโs 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. Itโs designed for military radar, secure satellite communications, and the coming wave of 6G networks.
Why this matters:
โข W-band offers far more spectrum than current 5G bands, enabling much faster data transmission and higher-resolution sensing
โข Gallium nitride can handle significantly higher power and frequencies than silicon, making it ideal for these demanding applications
โข The rapid development cycle shows how public-private collaboration can accelerate critical semiconductor technologies
โข The same tech that strengthens military radar and satellite links will directly feed into future commercial 6G infrastructure
The deeper implication:
Weโre watching the foundation of next-generation wireless and sensing systems being laid in real time.
High-frequency GaN chips like this wonโt just improve existing radar and satellite systems theyโre 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 isnโt just faster. Itโs operating at frequencies most people have never heard of and itโs 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 (75โ110 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. Thatโs 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. Itโs designed for military radar, secure satellite communications, and the coming wave of 6G networks.
Why this matters:
โข W-band offers far more spectrum than current 5G bands, enabling much faster data transmission and higher-resolution sensing
โข Gallium nitride can handle significantly higher power and frequencies than silicon, making it ideal for these demanding applications
โข The rapid development cycle shows how public-private collaboration can accelerate critical semiconductor technologies
โข The same tech that strengthens military radar and satellite links will directly feed into future commercial 6G infrastructure
The deeper implication:
Weโre watching the foundation of next-generation wireless and sensing systems being laid in real time.
High-frequency GaN chips like this wonโt just improve existing radar and satellite systems theyโre 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 isnโt just faster. Itโs operating at frequencies most people have never heard of and itโs being built right now.
How soon do you think W-band and GaN technology will start appearing in everyday 6G devices?
๐จ๐ญ 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
Hereโs 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 COโ 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.
Hereโs 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 COโ 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.
โ1
๐จ๐ญ Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$IREN ๐ฅ๐ฅ๐ฅ
Jensen Huang, founder and CEO of NVIDIA.
โAI factories are becoming foundational infrastructure for the global economy. Deploying these systems at scale requires deep integration across the full stack โ 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.โ
๐ฅ The recent IREN and NVDA deal for only 60MW of compute produces ~$700M ARR for IREN.
๐ฅ Across USA, Canada, Europe & Australia, IREN already has nearly ~6GW of secured power โฆ thatโs nearly 100x the NVDA contracted capacity.
๐ฅ $700M ARR ร 100 = $70B potential ARR at full buildout.
๐ฅ When you hold the aces (multi-GW Texas + Oklahoma + Europe + Australia power), you donโt need to rush.
๐ฅ 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.
๐ฅ The thesis for IREN to get to $1 Trillion is still intact! ๐๐๐
Jensen Huang, founder and CEO of NVIDIA.
โAI factories are becoming foundational infrastructure for the global economy. Deploying these systems at scale requires deep integration across the full stack โ 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.โ
๐ฅ The recent IREN and NVDA deal for only 60MW of compute produces ~$700M ARR for IREN.
๐ฅ Across USA, Canada, Europe & Australia, IREN already has nearly ~6GW of secured power โฆ thatโs nearly 100x the NVDA contracted capacity.
๐ฅ $700M ARR ร 100 = $70B potential ARR at full buildout.
๐ฅ When you hold the aces (multi-GW Texas + Oklahoma + Europe + Australia power), you donโt need to rush.
๐ฅ 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.
๐ฅ The thesis for IREN to get to $1 Trillion is still intact! ๐๐๐
๐จ๐ญ 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 partiallyโฆ
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When you realize tech companies are just passing around billions in a circle to boost their stocks to all-time highs.
๐ฟ1
๐จ๐ญ Global One SI - Prompt
The state of $ETH holders rn
๐จBreaking Donald Trump introduces the new plan for Bitcoin Holders:
๐จ๐ญ Global One SI - Prompt
๐จ Exciting news! ๐ OpenRouter Fusion is now available and it might help while Fable 5 is restricted. ๐ฐ A budget panel!! ๐ ๐ ๐ Gemini 3 Flash + Kimi K2.6 + DeepSeek V4 Pro โค scored within 1% of Fable 5 performance at roughly half the cost How to use it:.โฆ
GPT 5.5 already basically matches Anthropicโs Fable 5 coding performance at around 50% of the cost.
Thatโs 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?
Thatโs 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 โ ๐ฅ๐ banned?
Nex-N2-Pro โ ๐ฅbest open source
Claude Mythos โ ...but not for you
Claude Sonnet-4.8 โ
GPT-5.6 โ
Gemini 3.5 Pro โ
Gemma 4 12B โ
Grok 5 โ
MiniMax M3 โ (weights released)
Nemotoron 3 Ultra โ
Qwen3.7-Plus โ
Qwen3.7-30B โ ๐
Kimi K3.0 โ
Kimi K2.7 Codeโ
GLM 5.2 โ being benchmarked
Hunyuan3 MoE โ
Macron V1 Preview โ
MAI Thinking-1 โ
MAI Code-1-Falsh (coding model) โ VSCode โ
MAI Image-2.5 โ
MAI Image-2.5-Flash โ
MAI Transcribe-1.5 โ
MAI Voice-2 โ
MAI Voice-2-Flash โ
Claude Fable 5 โ ๐ฅ๐ banned?
Nex-N2-Pro โ ๐ฅbest open source
Claude Mythos โ ...but not for you
Claude Sonnet-4.8 โ
GPT-5.6 โ
Gemini 3.5 Pro โ
Gemma 4 12B โ
Grok 5 โ
MiniMax M3 โ (weights released)
Nemotoron 3 Ultra โ
Qwen3.7-Plus โ
Qwen3.7-30B โ ๐
Kimi K3.0 โ
Kimi K2.7 Codeโ
GLM 5.2 โ being benchmarked
Hunyuan3 MoE โ
Macron V1 Preview โ
MAI Thinking-1 โ
MAI Code-1-Falsh (coding model) โ VSCode โ
MAI Image-2.5 โ
MAI Image-2.5-Flash โ
MAI Transcribe-1.5 โ
MAI Voice-2 โ
MAI Voice-2-Flash โ
โ๏ธ 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 thatโs 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 thatโs 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...!!
โ1
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The only trading philosophy you'll ever need to make your first million dollars in the stock market.
Apply this principle when analyzing charts for opportunities
Apply this principle when analyzing charts for opportunities
๐ฟ1
๐จ๐ญ Global One SI - Prompt
The only trading philosophy you'll ever need to make your first million dollars in the stock market. Apply this principle when analyzing charts for opportunities
"Before a dancer leaps into their air he goes into a crouch to set himself for the spring. I found it was the same with stocks"
โ1
๐จ๐ญ Global One SI - Prompt
๐จ Exciting news! ๐ OpenRouter Fusion is now available and it might help while Fable 5 is restricted. ๐ฐ A budget panel!! ๐ ๐ ๐ Gemini 3 Flash + Kimi K2.6 + DeepSeek V4 Pro โค scored within 1% of Fable 5 performance at roughly half the cost How to use it:.โฆ
Such an alternative timeline where Anthropic & OpenAI runs negative margin businesses to the ground, and AI models aggregator actually win by being model-agnostic & โfusioningโ them for better/cheaper results.
๐จ๐ญ Global One SI - Prompt
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, andโฆ
$AMPG and O-RAN is interesting combo.
When you research $AMPG you will eventually see words "4K Cryogenic LNA". That will lead you to rabbit hole of Quantum computing and supply chains.
You will quickly find out that the whole american quantum and O-RAN revolution is dependant on $AMPG.
When you research $AMPG you will eventually see words "4K Cryogenic LNA". That will lead you to rabbit hole of Quantum computing and supply chains.
You will quickly find out that the whole american quantum and O-RAN revolution is dependant on $AMPG.
๐จ๐ญ Global One SI - Prompt
$AMPG and O-RAN is interesting combo. When you research $AMPG you will eventually see words "4K Cryogenic LNA". That will lead you to rabbit hole of Quantum computing and supply chains. You will quickly find out that the whole american quantum and O-RANโฆ
$AMPG Most people focus on the quantum algorithms, but they completely ignore the physical constraints of scaling these systems.
Quantum computing and advanced O-RAN both live or die by signal integrity at absolute zero, which makes specialized hardware components the ultimate gatekeepers of the industry.
By dominating this specific cryogenic cooling and amplification niche, a single company can quietly control the infrastructure pipeline for two of the biggest tech shifts of the decade.
It is a textbook example of a stealth supply chain monopoly hidden right in plain sight.
Quantum computing and advanced O-RAN both live or die by signal integrity at absolute zero, which makes specialized hardware components the ultimate gatekeepers of the industry.
By dominating this specific cryogenic cooling and amplification niche, a single company can quietly control the infrastructure pipeline for two of the biggest tech shifts of the decade.
It is a textbook example of a stealth supply chain monopoly hidden right in plain sight.
๐1
๐ Mining margins are around 31%
That is the highest of any major sector
The next best sectors are near 17%
Why this matters now
๐น Higher interest rates reduce the value of distant future cash flows
๐น Mining companies generate cash today
๐น Decades of underinvestment have constrained supply
๐น AI and electrification need more metals
๐น Rearmament and infrastructure spending add further demand
๐น Deglobalization is making secure domestic supply more valuable
Meanwhile, investors continue paying extreme valuations for long-duration growth
Mining offers the opposite
๐ธReal assets
๐ธImmediate cash flow
๐ธTight supply
๐ธStrategic demand
๐ธLower relative valuations
The next market leadership may not come from companies promising profits years from now
It may come from companies producing the materials the world already cannot get enough of.
That is the highest of any major sector
The next best sectors are near 17%
Why this matters now
๐น Higher interest rates reduce the value of distant future cash flows
๐น Mining companies generate cash today
๐น Decades of underinvestment have constrained supply
๐น AI and electrification need more metals
๐น Rearmament and infrastructure spending add further demand
๐น Deglobalization is making secure domestic supply more valuable
Meanwhile, investors continue paying extreme valuations for long-duration growth
Mining offers the opposite
๐ธReal assets
๐ธImmediate cash flow
๐ธTight supply
๐ธStrategic demand
๐ธLower relative valuations
The next market leadership may not come from companies promising profits years from now
It may come from companies producing the materials the world already cannot get enough of.