🇨🇭 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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No matter how much they ban it, people still can’t resist the temptation of money 😂
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Even if you spent $1 million every single day, it would still take 2,740 years to spend $1 trillion.
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How can I sleep when someone is consistently making withdrawals from trading when I'm only making deposits.
🇨🇭 Global One SI - Prompt
$HIVE/USD H2 #Indicator #Signal #Trading #GlobalOneAI
HIVE Digital's $HIVE BUZZ HPC secured a $220M, three year GPU cloud deal with Bell Canada and Cohere.
The partnership deploys 2,304 Nvidia $NVDA Grace Blackwell GPUs in British Columbia to power sovereign AI workloads for enterprise clients.
The partnership deploys 2,304 Nvidia $NVDA Grace Blackwell GPUs in British Columbia to power sovereign AI workloads for enterprise clients.
🇨🇭 Global One SI - Prompt
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Traders trying to predict the market
Trump & Iran
Trump & Iran
🇨🇭 Global One SI - Prompt
Traders trying to predict the market Trump & Iran
It’s a lot of mind games now I’m getting migraines 😂
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FIFA forcing players to have multiple hydration breaks to get a few ads in.
🇨🇭 Global One SI - Prompt
$TRT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$TRT is pretty cheap compared to $AEHR.
People also talk a lot about its supposed link to $COHR.
And to other giants like $AMD, $NVDA, and $MU.
So I went deep and wrote my DD.
I kept it simple.
No jargon, no filler, straight to the point.
What it is:
A 67-year-old company that stress-tests chips before they ship.
Picks and shovels.
It gets paid no matter which chip wins.
And revenue is exploding: +58%, then +82%, then +124% the last three quarters.
The AEHR gap, honestly:
TRT trades at a fraction of AEHR.
That gap is massive, and it IS the opportunity.
Because if it weren't, it would already be priced higher.
You'd already be late.
It wouldn't be an opportunity anymore.
Yes, the two don't do the exact same job (AEHR is wafer-level at 40-50% margins, TRT is board-level at ~16%).
That's the bear case, and it's fair.
But that's the whole point: the ONLY thing between TRT and a re-rating is that margin.
And TRT looks like it's running thin margins on purpose, taking high-volume work to get in the door, with high-margin boards and a brand-new plant lined up to flip it.
The day that margin turns, the gap doesn't slowly close.
It snaps shut.
The connections:
One is already locked in: NXP, on its official supplier list. TRT is inside a tier-1 chip supply chain, on paper.
And the trail doesn't stop there.
$AMD, $NVDA, $MU and $COHR all turn up around TRT: job ads, shared landlords, sites next door.
Nothing officially confirmed yet, but the smoke is everywhere.
Yes, these are rumors.
But not astrology.
Tangible, real things.
Coincidences that might be coincidences, or might not.
And the fact they're still rumors is exactly what makes this a buying opportunity.
If it were already official, you'd be late.
Buy the rumor, sell the news.
The AI customer, though?
That one is real. Just unnamed, for now.
The whole thesis in one number:
Gross margin fell from ~26% to ~16%, because the new growth is low-margin AI testing.
For years it held 23-27%.
If that margin recovers, you get earnings growth AND a re-rating at once.
That's the 10x case.
If it doesn't, the price already reflects a lot.
Penang:
They just signed a big new plant as chips leave China.
Right now it's basically empty.
A fixed cost, today.
The bet is it fills with high-margin work.
Or probably already has a customer's name on it?
I wouldn't be surprised.
We'll see.
The risks (real ones):
Thin margins. One customer is ~41% of sales.
No clear moat yet.
The plant is a cost before it's a profit.
Why I'm long anyway:
In the middle of an AI boom, with capacity maxed out and chips forced out of China, I don't buy that TRT is cutting margins for no reason.
I think it's getting in cheap to land giants and earn the margin later.
High risk, high reward.
The test that settles it: next earnings in September.
Watch if revenue AND margin rise together.
Long $TRT. Not financial advice. DYOR.
People also talk a lot about its supposed link to $COHR.
And to other giants like $AMD, $NVDA, and $MU.
So I went deep and wrote my DD.
I kept it simple.
No jargon, no filler, straight to the point.
What it is:
A 67-year-old company that stress-tests chips before they ship.
Picks and shovels.
It gets paid no matter which chip wins.
And revenue is exploding: +58%, then +82%, then +124% the last three quarters.
The AEHR gap, honestly:
TRT trades at a fraction of AEHR.
That gap is massive, and it IS the opportunity.
Because if it weren't, it would already be priced higher.
You'd already be late.
It wouldn't be an opportunity anymore.
Yes, the two don't do the exact same job (AEHR is wafer-level at 40-50% margins, TRT is board-level at ~16%).
That's the bear case, and it's fair.
But that's the whole point: the ONLY thing between TRT and a re-rating is that margin.
And TRT looks like it's running thin margins on purpose, taking high-volume work to get in the door, with high-margin boards and a brand-new plant lined up to flip it.
The day that margin turns, the gap doesn't slowly close.
It snaps shut.
The connections:
One is already locked in: NXP, on its official supplier list. TRT is inside a tier-1 chip supply chain, on paper.
And the trail doesn't stop there.
$AMD, $NVDA, $MU and $COHR all turn up around TRT: job ads, shared landlords, sites next door.
Nothing officially confirmed yet, but the smoke is everywhere.
Yes, these are rumors.
But not astrology.
Tangible, real things.
Coincidences that might be coincidences, or might not.
And the fact they're still rumors is exactly what makes this a buying opportunity.
If it were already official, you'd be late.
Buy the rumor, sell the news.
The AI customer, though?
That one is real. Just unnamed, for now.
The whole thesis in one number:
Gross margin fell from ~26% to ~16%, because the new growth is low-margin AI testing.
For years it held 23-27%.
If that margin recovers, you get earnings growth AND a re-rating at once.
That's the 10x case.
If it doesn't, the price already reflects a lot.
Penang:
They just signed a big new plant as chips leave China.
Right now it's basically empty.
A fixed cost, today.
The bet is it fills with high-margin work.
Or probably already has a customer's name on it?
I wouldn't be surprised.
We'll see.
The risks (real ones):
Thin margins. One customer is ~41% of sales.
No clear moat yet.
The plant is a cost before it's a profit.
Why I'm long anyway:
In the middle of an AI boom, with capacity maxed out and chips forced out of China, I don't buy that TRT is cutting margins for no reason.
I think it's getting in cheap to land giants and earn the margin later.
High risk, high reward.
The test that settles it: next earnings in September.
Watch if revenue AND margin rise together.
Long $TRT. Not financial advice. DYOR.
✍1
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“Peter Thiel says that to be an entrepreneur you have to be contrarian—and right.”
“You have to be comfortable looking stupid for like a long time.”
“When I was calling those banks and saying: Hey we're a crypto company want to do this? They would hang up on me.”
“I'd go pitch the 30th venture investor and get a no.”
“We're willing to be misunderstood for a long time.”
“Entrenched interests will fight you.”
“Everything that's truly innovative and
breakthrough is going to upset an entrenched incumbent, eventually intersect with the government, and just
piss off some segment of the population who are like “How dare you question the status quo?”
— Brian Armstrong founder of Coinbase.
“You have to be comfortable looking stupid for like a long time.”
“When I was calling those banks and saying: Hey we're a crypto company want to do this? They would hang up on me.”
“I'd go pitch the 30th venture investor and get a no.”
“We're willing to be misunderstood for a long time.”
“Entrenched interests will fight you.”
“Everything that's truly innovative and
breakthrough is going to upset an entrenched incumbent, eventually intersect with the government, and just
piss off some segment of the population who are like “How dare you question the status quo?”
— Brian Armstrong founder of Coinbase.
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🇨🇭 Global One SI - Prompt
Photo
$ZSQR Appreciate seeing this play out.
Back in May, the AI infrastructure thesis around $ZSQR wasn’t the popular trade. The story needed time, execution, and market attention.
A lot of people were focused on the short-term volatility, but the underlying narrative remained intact.
Sometimes the market doesn’t reward the right thesis immediately.
It just rewards it eventually.
Congrats to everyone who stayed focused on the bigger picture.
Back in May, the AI infrastructure thesis around $ZSQR wasn’t the popular trade. The story needed time, execution, and market attention.
A lot of people were focused on the short-term volatility, but the underlying narrative remained intact.
Sometimes the market doesn’t reward the right thesis immediately.
It just rewards it eventually.
Congrats to everyone who stayed focused on the bigger picture.
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🇨🇭 Global One SI - Prompt
My proposal for the transition to a post labor economy: Don’t wait until millions are displaced and then panic with welfare patches. Create an Automation Swap. Any company that replaces large amounts of human labor with AI or robots gets tax breaks, faster…
The real AI shock won’t be “robots take jobs.”
It’ll be when companies realize one weirdly capable person with agents can replace an entire department.
Do we share the productivity explosion, or do we let 12 people own the whole machine?
It’ll be when companies realize one weirdly capable person with agents can replace an entire department.
Do we share the productivity explosion, or do we let 12 people own the whole machine?
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Me laughing with my new profitable homeboys after cutting off my unprofitable day ones
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