🇨🇭 Global One SI - Prompt
First it was GPUs. Then memory. Now it’s PHOTONICS → and demand exceeds supply until mid-2027. (sound familiar?👀) Every AI rack is a chain: compute → memory → the optics that move the data between them. As copper hits its physical wall at 1.6T, the bottleneck…
Three layers, one chain, same constraint:
🟢 $SIVEF → the light source (earliest, binary)
🔵 $AAOI → the integrated laser + module (scale, founder-led)
🔵 $CRDO → the interconnect toll (profitable, both roads)
The incumbents you already know → $LITE, $COHR, $GLW → are forward-sold into 2028 and flying CEOs to Beijing. That’s not a story about a good quarter. It’s a structural undersupply that prices through every layer above the wafer.
Own the layers, not the logo.
The question this map answers: which layer re-rates first?
The substrate names are known. The module names have run. But the light source $SIVEF and the integrated laser maker $AAOI are still priced like accessories to a transition that doesn’t work without them. 👀
🟢 $SIVEF → the light source (earliest, binary)
🔵 $AAOI → the integrated laser + module (scale, founder-led)
🔵 $CRDO → the interconnect toll (profitable, both roads)
The incumbents you already know → $LITE, $COHR, $GLW → are forward-sold into 2028 and flying CEOs to Beijing. That’s not a story about a good quarter. It’s a structural undersupply that prices through every layer above the wafer.
Own the layers, not the logo.
The question this map answers: which layer re-rates first?
The substrate names are known. The module names have run. But the light source $SIVEF and the integrated laser maker $AAOI are still priced like accessories to a transition that doesn’t work without them. 👀
🇨🇭 Global One SI - Prompt
$INFQ/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$INFQ The future of quantum isn't about some far-off breakthrough in the 2030s.
It’s about who can deliver commercial value right now.
Look at what Infleqtion is doing.
They aren't just promising the world; they’ve actually sold multiple quantum computers and hundreds of sensors to organizations like NASA, DARPA, and JPMorgan.
On top of that, their Superstaq software is already squeezing a 10x performance boost out of existing systems by optimizing code on the physical layer.
If your quantum strategy is just waiting around for hardware breakthroughs that are a decade away, instead of maximizing software and sensing today, you are already losing the race.
Has the obsession with theoretical scaling become an excuse for companies that simply don’t have a product to sell today?
It’s about who can deliver commercial value right now.
Look at what Infleqtion is doing.
They aren't just promising the world; they’ve actually sold multiple quantum computers and hundreds of sensors to organizations like NASA, DARPA, and JPMorgan.
On top of that, their Superstaq software is already squeezing a 10x performance boost out of existing systems by optimizing code on the physical layer.
If your quantum strategy is just waiting around for hardware breakthroughs that are a decade away, instead of maximizing software and sensing today, you are already losing the race.
Has the obsession with theoretical scaling become an excuse for companies that simply don’t have a product to sell today?
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
America Is Still the World’s LNG Leader 🇺🇸🔥
The US remained the world’s largest LNG exporter in 2025
🔹 United States 109 MT
🔹 Qatar 80 MT
🔹 Australia 78 MT
🔹 Russia 30 MT
🔹 Malaysia 27 MT
Europe remained the main destination for US LNG
Around 68% of American cargoes went to Europe
At the same time, Asia remained the world’s largest LNG demand center
America is not just leading LNG today
It is building the next wave of global supply
The US remained the world’s largest LNG exporter in 2025
🔹 United States 109 MT
🔹 Qatar 80 MT
🔹 Australia 78 MT
🔹 Russia 30 MT
🔹 Malaysia 27 MT
Europe remained the main destination for US LNG
Around 68% of American cargoes went to Europe
At the same time, Asia remained the world’s largest LNG demand center
America is not just leading LNG today
It is building the next wave of global supply
Top 35 Strongest Industry Groups with 1-Month RS Above 80%
$TLT — 20+ Year Treasury Bonds
$PEJ — Leisure & Travel
$ITB — Homebuilders
$XPH — Pharmaceuticals (Equal Weight)
$XHB — Homebuilders (Equal Weight)
$PAVE — U.S. Infrastructure
$DRAM — Memory
$XBI — Biotech (Equal Weight)
$SPMO — S&P 500 Momentum
$JETS — Airlines
$ARKG — ARK Genomics
$SOXX — Broad Semiconductors
$SMH — Semiconductor Giants
$BAI — AI & Tech Active
$FFTY — IBD 50
$WGMI — Crypto Mining
$IBUY — Global E-commerce
$EWY — South Korea Equities
$PHO — Water Purification & Infrastructure
$XHS — Healthcare Facilities & Services
$ITA — Aerospace & Defense
$IAI — Broker-Dealers
$QTUM — Quantum/AI
$IBB — Biotech Megacap
$SVIX — Short VIX Futures (Volatility)
$GENZ — Global Gaming & Casinos
$ARKK — ARK Innovation
$ASHR — China A-Shares
$PBE — Dynamic Biotech
$XRT — Retail
$XSD — Semiconductors (Equal Weight)
$XAR — Aerospace & Defense (Equal Weight)
$KCE — Capital Markets & Financial Services
$KBE — Large-Cap Banking
$KRE — Regional Banks
$TLT — 20+ Year Treasury Bonds
$PEJ — Leisure & Travel
$ITB — Homebuilders
$XPH — Pharmaceuticals (Equal Weight)
$XHB — Homebuilders (Equal Weight)
$PAVE — U.S. Infrastructure
$DRAM — Memory
$XBI — Biotech (Equal Weight)
$SPMO — S&P 500 Momentum
$JETS — Airlines
$ARKG — ARK Genomics
$SOXX — Broad Semiconductors
$SMH — Semiconductor Giants
$BAI — AI & Tech Active
$FFTY — IBD 50
$WGMI — Crypto Mining
$IBUY — Global E-commerce
$EWY — South Korea Equities
$PHO — Water Purification & Infrastructure
$XHS — Healthcare Facilities & Services
$ITA — Aerospace & Defense
$IAI — Broker-Dealers
$QTUM — Quantum/AI
$IBB — Biotech Megacap
$SVIX — Short VIX Futures (Volatility)
$GENZ — Global Gaming & Casinos
$ARKK — ARK Innovation
$ASHR — China A-Shares
$PBE — Dynamic Biotech
$XRT — Retail
$XSD — Semiconductors (Equal Weight)
$XAR — Aerospace & Defense (Equal Weight)
$KCE — Capital Markets & Financial Services
$KBE — Large-Cap Banking
$KRE — Regional Banks
🇨🇭 Global One SI - Prompt
$NOK/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🚨 $NOK just hit a 16-year stock high —
The “dead” broadband company is now an AI infrastructure play:
Here’s why AI needs fiber, and 9 names in the path of the biggest broadband wave in US history 🧵
Why AI Needs Fiber ??
Every AI data center rack needs ~36x more fiber than a traditional CPU-based rack to handle the data volumes.
🚀US data center bandwidth purchases jumped 330% between 2020 and 2024.
🚠Fiber route miles may need to nearly double — from 95K miles to 187K miles by 2029.
💸Global fiber prices have risen 70% from a 2021 trough, and $META alone locked in a $6B supply deal with Corning.
9 companies in Fiber and Optics Boom 💥
Who’s directly in the path? Revenue growth tells the story 👇
$NOK — AI & Cloud revenue +49% in Q1 2026. Optical Networks +20%. Raised 2026 Network Infrastructure growth guidance to 12–14%.
Expects AI/Cloud market to grow at 27% CAGR through 2028.
$HLIT — Broadband revenue +43% YoY in Q1 2026, including 78% growth in Rest-of-Market.
Raised full-year 2026 Broadband revenue outlook to $475M–$495M.
Backlog up 87% YoY.
$AAOI — Record Q1 revenue of $151M — 50%+ YoY growth. Shares up 539% YTD. Consensus estimates imply 107% revenue growth in 2026.
800G & 1.6T transceivers ramping hard.
$CALIX — Record Q4 revenue of $272M, up 32% YoY. First year crossing $1B in revenue, up 20% from 2024. Gross margin hit a record 58%.
AI-native platform for smaller broadband providers.
$ADTN — Q1 2026 revenue up 15.5% YoY. Launched LiteWave800™ — its first product purpose-built for intra-data center AI infrastructure at 800G. BEAD funds now reaching operators.
$CLFD — Clearfield is riding the FTTH buildout wave. US fiber construction demand re-accelerating on BEAD + AI data center edge expansion.
$AVNW — Comtech/Aviat Networks — microwave & fiber backhaul for the AI traffic surge hitting carrier networks.
$CIEN — Coherent networking for hyperscale data center interconnect. Deep in the AI traffic stack.
$LITE (Lumentum) — Laser components, 800G/1.6T optical modules. Directly feeding the transceiver ramp.
The 5 largest US hyperscalers have committed $660–690B in capex in 2026, nearly double 2025 levels.
Every dollar of that builds racks. Every rack needs fiber. Every fiber needs someone to make the glass, run the cable, and power the optics 📈
The “dead” broadband company is now an AI infrastructure play:
Here’s why AI needs fiber, and 9 names in the path of the biggest broadband wave in US history 🧵
Why AI Needs Fiber ??
Every AI data center rack needs ~36x more fiber than a traditional CPU-based rack to handle the data volumes.
🚀US data center bandwidth purchases jumped 330% between 2020 and 2024.
🚠Fiber route miles may need to nearly double — from 95K miles to 187K miles by 2029.
💸Global fiber prices have risen 70% from a 2021 trough, and $META alone locked in a $6B supply deal with Corning.
9 companies in Fiber and Optics Boom 💥
Who’s directly in the path? Revenue growth tells the story 👇
$NOK — AI & Cloud revenue +49% in Q1 2026. Optical Networks +20%. Raised 2026 Network Infrastructure growth guidance to 12–14%.
Expects AI/Cloud market to grow at 27% CAGR through 2028.
$HLIT — Broadband revenue +43% YoY in Q1 2026, including 78% growth in Rest-of-Market.
Raised full-year 2026 Broadband revenue outlook to $475M–$495M.
Backlog up 87% YoY.
$AAOI — Record Q1 revenue of $151M — 50%+ YoY growth. Shares up 539% YTD. Consensus estimates imply 107% revenue growth in 2026.
800G & 1.6T transceivers ramping hard.
$CALIX — Record Q4 revenue of $272M, up 32% YoY. First year crossing $1B in revenue, up 20% from 2024. Gross margin hit a record 58%.
AI-native platform for smaller broadband providers.
$ADTN — Q1 2026 revenue up 15.5% YoY. Launched LiteWave800™ — its first product purpose-built for intra-data center AI infrastructure at 800G. BEAD funds now reaching operators.
$CLFD — Clearfield is riding the FTTH buildout wave. US fiber construction demand re-accelerating on BEAD + AI data center edge expansion.
$AVNW — Comtech/Aviat Networks — microwave & fiber backhaul for the AI traffic surge hitting carrier networks.
$CIEN — Coherent networking for hyperscale data center interconnect. Deep in the AI traffic stack.
$LITE (Lumentum) — Laser components, 800G/1.6T optical modules. Directly feeding the transceiver ramp.
The 5 largest US hyperscalers have committed $660–690B in capex in 2026, nearly double 2025 levels.
Every dollar of that builds racks. Every rack needs fiber. Every fiber needs someone to make the glass, run the cable, and power the optics 📈
Solar will power the future of AI.
Elon said “solar electricity will become by far the biggest source of power for civilization".
So, here's the breakdown of the solar sector:
Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar
Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power
Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies
Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower
Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies
Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power
Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments
Elon said “solar electricity will become by far the biggest source of power for civilization".
So, here's the breakdown of the solar sector:
Solar Panels
$FSLR First Solar
$JKS JinkoSolar
$TE T1 Energy
$CSIQ Canadian Solar
Plant Operators
$CWEN Clearway Energy
$ENLT Enlight Renewable Energy
$SPRU Spruce Power
Tracker Systems
$NXT Nextpower
$ARRY Array Technologies
$SHLS Shoals Technologies
Residential
$RUN Sunrun
$TSLA Tesla
$SPWR SunPower
Inverters
$ENPH Enphase Energy
$SEDG SolarEdge Technologies
Energy Providers
$NEE NextEra Energy
$BEP Brookfield Renewable Partners
$AEP American Electric Power
Materials & Equipment
$DQ Daqo New Energy
$VECO Veeco Instruments
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🚨BREAKING: TRUMP ON ANTHROPIC
REPORTER: Do you view Anthropic and to a degree its CEO, Dario Amodei, as a threat to national security?
TRUMP: "Well, not now, but a week ago, maybe. I was with him yesterday, he made a speech... seemed like a nice guy, smart guy. But he responded to us very quickly, because you know it's a tremendous liability… he responded very responsibly, I thought."
REPORTER: Would you consider using the Defense Production Act to possibly regulate or control AI?
TRUMP: "I would, but, I'm not sure I have to do that. I think so far it's been very responsible. Actually, it was a competitor, and a part-owner, that turned Anthropic in…"
REPORTER: Do you view Anthropic and to a degree its CEO, Dario Amodei, as a threat to national security?
TRUMP: "Well, not now, but a week ago, maybe. I was with him yesterday, he made a speech... seemed like a nice guy, smart guy. But he responded to us very quickly, because you know it's a tremendous liability… he responded very responsibly, I thought."
REPORTER: Would you consider using the Defense Production Act to possibly regulate or control AI?
TRUMP: "I would, but, I'm not sure I have to do that. I think so far it's been very responsible. Actually, it was a competitor, and a part-owner, that turned Anthropic in…"
🚨 Big AI news: Nobel Prize winner john jumper is leaving Google DeepMind for Ancpmbine thropic
he led AlphaFold, the AI that cracked protein folding, one of biology's biggest puzzles and won him and Demis Hassabis the 2024 Nobel in chemistry
after 9 years at DeepMind, he's moving on. Anthropic just added another superstar (karpathy joined recently too).
he led AlphaFold, the AI that cracked protein folding, one of biology's biggest puzzles and won him and Demis Hassabis the 2024 Nobel in chemistry
after 9 years at DeepMind, he's moving on. Anthropic just added another superstar (karpathy joined recently too).
🇨🇭 Global One SI - Prompt
GLM-5.2 just ranked #1 on Design Arena. This open-sourced model is now the BEST AI for all design work. Websites, apps, dashboards - you name it, nothing can create a better design than GLM-5.2. The Fable 5 release is masking just how excellent this new…
It's insane to think that in another ~6 months, we'll likely have Fable-level intelligence in open-sourced models.
Open-source AI is now 4 months behind frontier LLMs.
Two years ago, it was 12.
At this pace, Fable-level intelligence will be free to download by end of year.
Open-source AI is now 4 months behind frontier LLMs.
Two years ago, it was 12.
At this pace, Fable-level intelligence will be free to download by end of year.
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When you realize the hardest skill in trading is waiting.
🗿1
▪️Market expectations (Fed rate):
- Raise of the rate in September 2026.
▪️Reuters:
- Kevin Warsh emphasized the fight against inflation and practically abandoned traditional signals about the Fed's future monetary policy.
- 9 out of 19 Fed members now allow at least one rate hike before the end of the year.
▪️Financial Times:
- Kevin Warsh refused to publish his own rate forecast in the "dot plot".
- The new Fed chairman is deliberately reducing the volume of forecasts and market signals.
- His style is compared to the era of Alan Greenspan: fewer promises, more uncertainty.
▪️JPMorgan:
- The "dot plot" showed an increase in the number of Fed members expecting a higher rate in 2026-2027.
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Universal Capital Ownership can be built inside the current system.
No revolution required.
Create a national citizen wealth fund.
Every citizen gets a personal account at birth. You can’t sell the core ownership stake, so rich people can’t just buy everyone out. You only receive dividends.
Then fund it from the places where AI creates massive new wealth.
They own a tiny piece of the
Would you support this, or does it sound too unrealistic?
No revolution required.
Create a national citizen wealth fund.
Every citizen gets a personal account at birth. You can’t sell the core ownership stake, so rich people can’t just buy everyone out. You only receive dividends.
Then fund it from the places where AI creates massive new wealth.
They own a tiny piece of the
Would you support this, or does it sound too unrealistic?
The OpenAI thing I’m weirdly most excited about is the automated AI researcher intern.
If this really ships this fall, it could be one of those quiet products that ends up changing everything.
An AI that can read papers, test ideas, write code, run experiments, compare results, and help researchers move faster.
Scientific progress is already too slow for how much is on the line.
If AI starts compounding research itself, that’s where things get insane fast.
If this really ships this fall, it could be one of those quiet products that ends up changing everything.
An AI that can read papers, test ideas, write code, run experiments, compare results, and help researchers move faster.
Scientific progress is already too slow for how much is on the line.
If AI starts compounding research itself, that’s where things get insane fast.
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Trump brags new AF1 'luxury not seen even outside a plane'
That bed looks perfect for all-night posting
That bed looks perfect for all-night posting
HERE IS THE FULL SPACEX $SPCX SHARE UNLOCK TIMELINE
Right now only 4.9% of shares are in the free float.
Here is how that changes over the next 14 months:
Early unlock window (Jul - Dec 2026):
Aug 8: 11.8%
Aug 20: 15.2%
Sep 9: 17.7%
Sep 24: 20.1%
Oct 9: 22.6%
Oct 24: 25.1%
Nov: 27.6% → 37.5%
Dec 8: 40.0%
On Day 366, June 12, 2027: Elon's 46.1% stake becomes eligible ... The free float jumps from 50.8% to 96.9% in a single day.
By September 2027 the float reaches 100%.
Right now only 4.9% of shares are in the free float.
Here is how that changes over the next 14 months:
Early unlock window (Jul - Dec 2026):
Aug 8: 11.8%
Aug 20: 15.2%
Sep 9: 17.7%
Sep 24: 20.1%
Oct 9: 22.6%
Oct 24: 25.1%
Nov: 27.6% → 37.5%
Dec 8: 40.0%
On Day 366, June 12, 2027: Elon's 46.1% stake becomes eligible ... The free float jumps from 50.8% to 96.9% in a single day.
By September 2027 the float reaches 100%.