US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.65B)
5. $RGTI ($5.27B)
6. $MRAM ($210m)
7. $SKYT (Acquired)
8. $PDFS ($1.35B)
9. $ATOM ($177M)
10. $SLVC ($227M)
11. $NVTS ($2.12B)
12. $WOLF ($750m)
13. $ALMU ($234m)
14. $ACLS ($2.6B)
DIRECT FUNDING | DoC CHIPS PMTs:
1. $WOLF (Wolfspeed): $750 Million
2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia
3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ
DIRECT FUNDING | Federal R&D Contracts:
4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab)
5. $QUBT - Direct DoC/NIST contract for TFLN PICs
DoD Microelectronics / Sub-Contractors
6. $SIVE: $11.6 Million (NEMC Hub)
7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub)
8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS)
9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub)
10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC)
Adjacents:
11. $ATOM: Member of the SWAP Hub
12. $NVTS: Embedded partner in the SCMC Hub
13. $PDFS: industry partner in the CA DREAMS Hub
14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs
-> Electromagnetic Warfare (EW): $51 million allocated across 6 projects.
-> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects.
-> 5G/6G Wireless Communications: $42 million allocated across 5 projects.
-> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects.
-> Quantum Technology: $32 million allocated across 4 projects.
-> Secure Edge Computing / IoT: $25 million allocated across 4 projects.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.65B)
5. $RGTI ($5.27B)
6. $MRAM ($210m)
7. $SKYT (Acquired)
8. $PDFS ($1.35B)
9. $ATOM ($177M)
10. $SLVC ($227M)
11. $NVTS ($2.12B)
12. $WOLF ($750m)
13. $ALMU ($234m)
14. $ACLS ($2.6B)
DIRECT FUNDING | DoC CHIPS PMTs:
1. $WOLF (Wolfspeed): $750 Million
2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia
3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ
DIRECT FUNDING | Federal R&D Contracts:
4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab)
5. $QUBT - Direct DoC/NIST contract for TFLN PICs
DoD Microelectronics / Sub-Contractors
6. $SIVE: $11.6 Million (NEMC Hub)
7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub)
8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS)
9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub)
10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC)
Adjacents:
11. $ATOM: Member of the SWAP Hub
12. $NVTS: Embedded partner in the SCMC Hub
13. $PDFS: industry partner in the CA DREAMS Hub
14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs
-> Electromagnetic Warfare (EW): $51 million allocated across 6 projects.
-> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects.
-> 5G/6G Wireless Communications: $42 million allocated across 5 projects.
-> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects.
-> Quantum Technology: $32 million allocated across 4 projects.
-> Secure Edge Computing / IoT: $25 million allocated across 4 projects.
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🇨🇭 Global One SI - Prompt
$BLG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$BLG $INFQ - BluGlass holds a true technological moat through its proprietary Remote Plasma Chemical Vapour Deposition (RPCVD) manufacturing process.
Traditional Gallium Nitride (GaN) lasers are manufactured at extremely high temperatures, which inherently degrades chip efficiency and performance. By operating at significantly lower temperatures, BluGlass’s RPCVD technology produces brighter, higher-performing, and more energy-efficient laser diodes.
Because no other commercial player possesses this unique manufacturing capability, BluGlass operates in an absolute technical niche with near-monopoly characteristics.
As Western governments aggressively "onshore" critical semiconductor infrastructure, BluGlass is perfectly positioned. It is one of the very few GaN laser manufacturers globally with its own dedicated production facility located directly in the United States.
This unique footprint enabled BluGlass to secure a vital role in the Pentagon's CLAWS Hub, netting millions in non-dilutive US federal funding.
Its development partners and end-customers include Tier-1 defense primes, major industrial giants like General Electric, and the U.S. Department of Defense.
Currently trading at a microscopic valuation of roughly 58.5 million AUD (~38.7 million USD), $BLG flies completely under the radar of major institutional asset managers, who are legally barred from investing in micro-caps of this size.
This creates an extreme valuation dislocation.
If $BLG successfully transitions its technology into high-volume commercial production, the math behind its tiny market capitalization offers multi-bagger potential that is mathematically impossible to achieve with established semiconductor giants.
$BLG is not just manufacturing basic hardware; its product pipeline feeds the most critical technological drivers of the next decade.
The company actively supplies high-precision GaN chips to pioneering quantum computing companies like $INFQ.
Furthermore, as AI data centers face unprecedented power and cooling bottlenecks, optical data transmission (silicon photonics) is becoming mandatory.
BluGlass’s recent $1.3 million commercial contract with a Fortune 500 tech company validates its role in solving these exact infrastructure scaling problems.
The ultimate risk for any micro-cap is running out of cash before achieving scale.
$BLG has recently systematically de-risked this factor.
Through an oversubscribed institutional placement and subsequent option exercises, the company successfully injected over 14 million AUD into its balance sheet, securing its near-term production runway.
This financial stabilization coincided with a technical milestone, where $BLG demonstrated a new single-mode GaN laser world-record performance, proving to commercial buyers that its tech is fully mature and ready for market disruption.
Traditional Gallium Nitride (GaN) lasers are manufactured at extremely high temperatures, which inherently degrades chip efficiency and performance. By operating at significantly lower temperatures, BluGlass’s RPCVD technology produces brighter, higher-performing, and more energy-efficient laser diodes.
Because no other commercial player possesses this unique manufacturing capability, BluGlass operates in an absolute technical niche with near-monopoly characteristics.
As Western governments aggressively "onshore" critical semiconductor infrastructure, BluGlass is perfectly positioned. It is one of the very few GaN laser manufacturers globally with its own dedicated production facility located directly in the United States.
This unique footprint enabled BluGlass to secure a vital role in the Pentagon's CLAWS Hub, netting millions in non-dilutive US federal funding.
Its development partners and end-customers include Tier-1 defense primes, major industrial giants like General Electric, and the U.S. Department of Defense.
Currently trading at a microscopic valuation of roughly 58.5 million AUD (~38.7 million USD), $BLG flies completely under the radar of major institutional asset managers, who are legally barred from investing in micro-caps of this size.
This creates an extreme valuation dislocation.
If $BLG successfully transitions its technology into high-volume commercial production, the math behind its tiny market capitalization offers multi-bagger potential that is mathematically impossible to achieve with established semiconductor giants.
$BLG is not just manufacturing basic hardware; its product pipeline feeds the most critical technological drivers of the next decade.
The company actively supplies high-precision GaN chips to pioneering quantum computing companies like $INFQ.
Furthermore, as AI data centers face unprecedented power and cooling bottlenecks, optical data transmission (silicon photonics) is becoming mandatory.
BluGlass’s recent $1.3 million commercial contract with a Fortune 500 tech company validates its role in solving these exact infrastructure scaling problems.
The ultimate risk for any micro-cap is running out of cash before achieving scale.
$BLG has recently systematically de-risked this factor.
Through an oversubscribed institutional placement and subsequent option exercises, the company successfully injected over 14 million AUD into its balance sheet, securing its near-term production runway.
This financial stabilization coincided with a technical milestone, where $BLG demonstrated a new single-mode GaN laser world-record performance, proving to commercial buyers that its tech is fully mature and ready for market disruption.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Iran to the Strait of Hormuz every time someone does something that they don't approve
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"College degrees open the door to countless opportunities"
The door:
The door:
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🇨🇭 Global One SI - Prompt
Near-Resolution Edge on Polymarket: How to Trade the Last 6–18 Hours Using Live METAR and Squeeze Almost Risk-Free Profit (NEAR-LOCK STRATEGY) The cleanest and most stable edge on Polymarket weather markets appears in the last 6–18 hours before resolution…
ColdMath vs VibeTrader in 2026: Two Completely Different Strategies That Are Still Printing
Two strong players in Polymarket Weather right now use almost opposite approaches - and both continue to stay consistently profitable
> VibeTrader - Versatile Mispricing Hunter
Focuses mainly on major and mid-tier cities. Trades large volumes, reacts quickly to model updates, and catches both medium and strong mispricings
More dynamic and flexible style
> ColdMath - Barbell + Algo Trader
Works primarily with secondary and tertiary cities
Spreads risk across many markets using a systematic barbell approach
Smoother PnL curve, lower volatility, strong focus on automation and compounding small edges
They have completely different trading styles, operate in different cities, and follow very different risk profiles
Yet both remain firmly in the weather leaderboard top ranks
You don’t have to choose one style and guess which one is better
Parity Terminal lets you watch both strategies live and in parallel:
• Open any weather market and instantly see who is positioned where
• Compare VibeTrader’s dynamic volume plays on liquid cities with ColdMath’s diversified barbell on smaller cities
• Check their current PnL, average entry prices, and conviction levels side by side
This is a real-time masterclass in two proven weather trading approaches in 2026
The crowd tries to copy one lucky trade.
Smart traders study both approaches at the same time
predictparity.com
Two strong players in Polymarket Weather right now use almost opposite approaches - and both continue to stay consistently profitable
> VibeTrader - Versatile Mispricing Hunter
Focuses mainly on major and mid-tier cities. Trades large volumes, reacts quickly to model updates, and catches both medium and strong mispricings
More dynamic and flexible style
> ColdMath - Barbell + Algo Trader
Works primarily with secondary and tertiary cities
Spreads risk across many markets using a systematic barbell approach
Smoother PnL curve, lower volatility, strong focus on automation and compounding small edges
They have completely different trading styles, operate in different cities, and follow very different risk profiles
Yet both remain firmly in the weather leaderboard top ranks
You don’t have to choose one style and guess which one is better
Parity Terminal lets you watch both strategies live and in parallel:
• Open any weather market and instantly see who is positioned where
• Compare VibeTrader’s dynamic volume plays on liquid cities with ColdMath’s diversified barbell on smaller cities
• Check their current PnL, average entry prices, and conviction levels side by side
This is a real-time masterclass in two proven weather trading approaches in 2026
The crowd tries to copy one lucky trade.
Smart traders study both approaches at the same time
predictparity.com
✍1
🛢WTI, Brent Crude Oil, NGAS Trading 📊
Iran to the Strait of Hormuz every time someone does something that they don't approve
BREAKING: Iran's top joint military command officially releases a statement closing the Strait of Hormuz.
Full statement:
Full statement:
China Does Not Just Mine Critical Minerals It Refines Them ⚙️🇨🇳
China dominates the processing stage that turns raw materials into strategic inputs
🔹 Gallium 99%
🔹 Graphite 96%
🔹 Manganese 95%
🔹 Rare earths 91%
🔹 Silicon 85%
🔹 Molybdenum 81%
🔹 Cobalt 78%
🔹 Lithium 70%
These materials sit inside
🔸AI and data centers
🔸Semiconductors
🔸 Batteries and grids
🔸Aerospace and defense
🔸EVs and renewables
The real chokepoint is not always the mine
It is the refinery
The West may own resources
But China still controls much of the conversion capacity that makes them usable
China dominates the processing stage that turns raw materials into strategic inputs
🔹 Gallium 99%
🔹 Graphite 96%
🔹 Manganese 95%
🔹 Rare earths 91%
🔹 Silicon 85%
🔹 Molybdenum 81%
🔹 Cobalt 78%
🔹 Lithium 70%
These materials sit inside
🔸AI and data centers
🔸Semiconductors
🔸 Batteries and grids
🔸Aerospace and defense
🔸EVs and renewables
The real chokepoint is not always the mine
It is the refinery
The West may own resources
But China still controls much of the conversion capacity that makes them usable
🇨🇭 Global One SI - Prompt
60–95% fewer tokens · library · proxy · MCP · 6 algorithms · local-first · reversible Headroom compresses everything your AI agent reads — tool outputs, logs, RAG chunks, files, and conversation history — before it reaches the LLM. Same answers, fraction…
⚡ FastFlowLM (FLM) — Unlock Ryzen™ AI NPUs
Run large language models — now with Vision, Audio, Embedding and MoE support — on AMD Ryzen™ AI NPUs in minutes.
No GPU required. Faster and over 10× more power-efficient. Supports context lengths up to 256k tokens. Ultra-Lightweight (17 MB). Installs within 20 seconds.
📦 The only out-of-box, NPU-first runtime built exclusively for Ryzen™ AI.
🤝 Think Ollama — but deeply optimized for NPUs.
✨ From Idle Silicon to Instant Power — FastFlowLM Makes Ryzen™ AI Shine.
github.com/FastFlowLM/FastFlowLM
Run large language models — now with Vision, Audio, Embedding and MoE support — on AMD Ryzen™ AI NPUs in minutes.
No GPU required. Faster and over 10× more power-efficient. Supports context lengths up to 256k tokens. Ultra-Lightweight (17 MB). Installs within 20 seconds.
📦 The only out-of-box, NPU-first runtime built exclusively for Ryzen™ AI.
🤝 Think Ollama — but deeply optimized for NPUs.
✨ From Idle Silicon to Instant Power — FastFlowLM Makes Ryzen™ AI Shine.
github.com/FastFlowLM/FastFlowLM
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🇨🇭 Global One SI - Prompt
BREAKING: Iran's top joint military command officially releases a statement closing the Strait of Hormuz. Full statement:
Iran's Foreign Ministry: We have fulfilled our obligations, the US must pressure Israel to stop attacks on Lebanon!
The IRGC Navy warns all vessels in the Persian Gulf area – do not approach the Strait of Hormuz to avoid danger.
HOWEVER, the US Central Command claims that passage of ships through the Strait of Hormuz remains unobstructed.❗️UPD: Netanyahu and Katz have ordered the Israeli army to cease fire, remaining in areas under its control in southern Lebanon (N12)
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The dumbest timeline is AI and humanoid robots making post labor abundance possible, then boomer politicians turning it into a Cold War spreadsheet.
We could get freedom.
Instead we’ll get export bans, military AI, panic regulation, and old leaders explaining why everyone still needs a job.
The future is being negotiated by people who still print emails.
We could get freedom.
Instead we’ll get export bans, military AI, panic regulation, and old leaders explaining why everyone still needs a job.
The future is being negotiated by people who still print emails.
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