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Trump with the Emir of Qatar:
The Emir is a fantastic man, respected all over the world.
Prime Minister likewise, but we have to go with the Emir first.
The Emir is a fantastic man, respected all over the world.
Prime Minister likewise, but we have to go with the Emir first.
๐ณ1
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๐ฅ๐จ JUST NOW โ President Trump meets with the Emir of Qatar at the G7 Summit, surrounded by his TOP cabinet members.
Sec. Marco Rubio, Sec. Scott Bessent, Howard Lutnick, and Susie Wiles.
"Qatar has been a great investor. Qatar is investing tremendous amounts of money into our country!"
Sec. Marco Rubio, Sec. Scott Bessent, Howard Lutnick, and Susie Wiles.
"Qatar has been a great investor. Qatar is investing tremendous amounts of money into our country!"
๐ฏ1
๐จ๐ญ Global One SI - Prompt
$HOOD/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Robinhood $HOOD just announced it will be laying off roughly 10% of its workforce
๐จ๐ญ Global One SI - Prompt
#WTI We're 1/2 way through the U.S. Oil upswing. Don't worry, it'll all be over next week. When people ask "Why the f*** is oil plummeting?" just reply "It's science." ๐
The CEO of one of Ireland's biggest banks just said what most traders don't want to hear.
"I would not get overexcited about a sustained moderation in oil prices."
That's Colin Hunt, AIB chief, on Bloomberg TV today.
He's a banker reading the same data everyone else has and still seeing fragility where markets see relief.
His reasoning:
โ US SPR at its weakest since the early 1980s
โ OECD commercial inventories still trending down
โ Iran's ability to threaten Hormuz hasn't disappeared
โ A ceasefire framework is not a guarantee
Many banks still see Brent in the low 90s near term.
The risk scenarios? $120-150 if disruption returns.
The market celebrated the MoU.
Brent pulled back.
Headlines declared the crisis "easing."
But here's the question nobody is asking:
How much of Hunt's "don't get overexcited" risk is actually priced in right now?
The market is pricing the deal... Not the reality.
"I would not get overexcited about a sustained moderation in oil prices."
That's Colin Hunt, AIB chief, on Bloomberg TV today.
He's a banker reading the same data everyone else has and still seeing fragility where markets see relief.
His reasoning:
โ US SPR at its weakest since the early 1980s
โ OECD commercial inventories still trending down
โ Iran's ability to threaten Hormuz hasn't disappeared
โ A ceasefire framework is not a guarantee
Many banks still see Brent in the low 90s near term.
The risk scenarios? $120-150 if disruption returns.
The market celebrated the MoU.
Brent pulled back.
Headlines declared the crisis "easing."
But here's the question nobody is asking:
How much of Hunt's "don't get overexcited" risk is actually priced in right now?
The market is pricing the deal... Not the reality.
๐1
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๐ข ASUS ExpertCenter Pro ET900N G3 is now available to order worldwide.
Built on @nvidia GB300 Grace Blackwell Ultra Desktop Superchip:
๐ง 748GB coherent memory
๐ค 1 trillion parameter models
โก Data-center-class performance
Learn more: asus.com/us/displays-desktops/workstations/performance/expertcenter-pro-et900n-g3/
#NVIDIA #AI
Built on @nvidia GB300 Grace Blackwell Ultra Desktop Superchip:
๐ง 748GB coherent memory
๐ค 1 trillion parameter models
โก Data-center-class performance
Learn more: asus.com/us/displays-desktops/workstations/performance/expertcenter-pro-et900n-g3/
#NVIDIA #AI
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Andrew Feldman on AI model selection:
Shop like you're at Costco.
You don't need to buy everything.
You don't need the biggest thing on the shelf.
And somehow you definitely don't need the 400 oz tub of mayo.
Same with AI.
Not every problem needs the biggest, most expensive model.
Shop like you're at Costco.
You don't need to buy everything.
You don't need the biggest thing on the shelf.
And somehow you definitely don't need the 400 oz tub of mayo.
Same with AI.
Not every problem needs the biggest, most expensive model.
โ1
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Anyone can buy a big model.
But nobody can buy what you've spent years building.
Compute is rented while data is earned
But nobody can buy what you've spent years building.
Compute is rented while data is earned
๐ฟ1
$SPCX SpaceX just made one of the biggest AI acquisitions ever, agreeing to buy Anysphere, the company behind Cursor, for $60 billion.
Cursor has become one of the fastest-growing software products in history, reportedly generating about $2.6 billion in annualized enterprise revenue only a few years after launch.
The deal is expected to close in Q3 and immediately gives SpaceX ownership of one of the most important AI coding platforms on the market.
SpaceX is positioning itself as an AI infrastructure company. After folding xAI into the broader organization earlier this year, the company now controls AI models, massive compute infrastructure, satellite networks, and now one of the leading AI application layers.
Cursor gives SpaceX a direct path into enterprise software while providing Anysphere access to virtually unlimited compute resources for training and deploying next-generation coding models.
The AI race is shifting towards owning the entire stack: chips, power, compute, distribution, and applications. SpaceX appears to be assembling that stack piece by piece.
Cursor has become one of the fastest-growing software products in history, reportedly generating about $2.6 billion in annualized enterprise revenue only a few years after launch.
The deal is expected to close in Q3 and immediately gives SpaceX ownership of one of the most important AI coding platforms on the market.
SpaceX is positioning itself as an AI infrastructure company. After folding xAI into the broader organization earlier this year, the company now controls AI models, massive compute infrastructure, satellite networks, and now one of the leading AI application layers.
Cursor gives SpaceX a direct path into enterprise software while providing Anysphere access to virtually unlimited compute resources for training and deploying next-generation coding models.
The AI race is shifting towards owning the entire stack: chips, power, compute, distribution, and applications. SpaceX appears to be assembling that stack piece by piece.
๐1
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Elon Musk made $165 BILLION since the stock market opened this morning
That's $165 BILLION in the last SIX HOURS
$25.4 BILLION an HOUR
$423 MILLION a MINUTE
$7.05 MILLION a SECOND
And you're still waking up depressed every morning to go to your 9-5 and make $10 an hour
That's $165 BILLION in the last SIX HOURS
$25.4 BILLION an HOUR
$423 MILLION a MINUTE
$7.05 MILLION a SECOND
And you're still waking up depressed every morning to go to your 9-5 and make $10 an hour
๐จ๐ญ Global One SI - Prompt
If you don't own: - a piece of a business (like stocks, crypto or shares) - real estate. - or any other income producing asset. It's impossible to reach financial freedom.
The craziest part isn't how much he made today.
It's that most people spend their lives trading time for money, while the wealthiest people own assets that make money while they sleep.
That's the real lesson ๐๐๐ฅ
It's that most people spend their lives trading time for money, while the wealthiest people own assets that make money while they sleep.
That's the real lesson ๐๐๐ฅ
๐ฟ1
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Putin when he hears a South African immigrantโs rocket company just mogged his entire countryโs economy:
๐ฅ1
๐จ๐ญ Global One SI - Prompt
Putin when he hears a South African immigrantโs rocket company just mogged his entire countryโs economy:
๐ and Ukraine bombs his fuel facility... Sad.
Different worlds..!! โ
Different worlds..!! โ
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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Ukraine Strikes 2 More Russian Energy Assets ๐บ๐ฆ๐ฅ๐ท๐บ
A joint Ukrainian drone strike targeted the Tamanneftegaz oil and gas terminal in Russiaโs Krasnodar region
According to Ukraineโs SBU, the attack hit
๐น 5 fuel storage tanks
๐น 2 oil loading stands
๐น Freight and storage areas at the terminal
๐น Multiple facilities supporting oil, fuel and LPG exports
Russian regional authorities reported a major fire at the sea terminal in Volna, with 1 person killed and 3 injured (AP Newsโ )
Ukraineโs General Staff also reported a separate strike near Kotovo in the Volgograd region
The targeted facility is used for
๐น Oil processing
๐น Pipeline transportation
๐น Pumping crude to Russian refineries
๐น Supplying export infrastructure
A fire was reported at the site, although the full extent of the damage remains unclear (Reutersโ )
The message is clear
Ukraine is not only targeting refineries
It is targeting the full Russian oil system
๐น Storage
๐น Loading
๐น Pipelines
๐น Pumping stations
๐น Export infrastructure
Every successful strike raises the cost and complexity of moving Russian energy
A joint Ukrainian drone strike targeted the Tamanneftegaz oil and gas terminal in Russiaโs Krasnodar region
According to Ukraineโs SBU, the attack hit
๐น 5 fuel storage tanks
๐น 2 oil loading stands
๐น Freight and storage areas at the terminal
๐น Multiple facilities supporting oil, fuel and LPG exports
Russian regional authorities reported a major fire at the sea terminal in Volna, with 1 person killed and 3 injured (AP Newsโ )
Ukraineโs General Staff also reported a separate strike near Kotovo in the Volgograd region
The targeted facility is used for
๐น Oil processing
๐น Pipeline transportation
๐น Pumping crude to Russian refineries
๐น Supplying export infrastructure
A fire was reported at the site, although the full extent of the damage remains unclear (Reutersโ )
The message is clear
Ukraine is not only targeting refineries
It is targeting the full Russian oil system
๐น Storage
๐น Loading
๐น Pipelines
๐น Pumping stations
๐น Export infrastructure
Every successful strike raises the cost and complexity of moving Russian energy
๐ฅ1
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POV: you are feeling down but remember the market donโt care.
โ1
๐จ๐ญ Global One SI - Prompt
$CPSH/USD H2 #Indicator #Signal #Trading #GlobalOneAI
If you like $AXTI and $CPSH, you will love 5N Plus.
What makes this stock a structural masterpiece is its geographical and technological monopoly on ultra-pure elements (99.999%+ purity).
In an era of strict supply-chain decoupling, 5N Plus provides mission-critical materials that the Western world simply cannot function without.
From powering the solar cells on space missions to driving breakthrough medical imaging, this company holds the keys to the future of deep tech.
What makes this stock a structural masterpiece is its geographical and technological monopoly on ultra-pure elements (99.999%+ purity).
In an era of strict supply-chain decoupling, 5N Plus provides mission-critical materials that the Western world simply cannot function without.
From powering the solar cells on space missions to driving breakthrough medical imaging, this company holds the keys to the future of deep tech.