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Me laughing with my new profitable homeboys after cutting off my unprofitable day ones
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🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
🟠 Start with the anchor.
$GEV (GE Vernova) doesn't get talked about enough in frontier tech circles. It should.
Gas turbine backlog: 100 GW. Targeting 110 GW by year end.
Total backlog: $163 billion. Growing to $200 billion by 2027 -> a year ahead of schedule.
Q1 2026: Data center electrification orders hit $2.4 billion in a single quarter. More than all of 2025 combined.
FY2026 guidance: $44.5-$45.5 billion. Turbine slots sold out through 2030.
You cannot build an AI factory without power. You cannot get power at scale without $GEV
$GEV (GE Vernova) doesn't get talked about enough in frontier tech circles. It should.
Gas turbine backlog: 100 GW. Targeting 110 GW by year end.
Total backlog: $163 billion. Growing to $200 billion by 2027 -> a year ahead of schedule.
Q1 2026: Data center electrification orders hit $2.4 billion in a single quarter. More than all of 2025 combined.
FY2026 guidance: $44.5-$45.5 billion. Turbine slots sold out through 2030.
You cannot build an AI factory without power. You cannot get power at scale without $GEV
🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
🟠 $BE (Bloom Energy) solved the hardest part of the AI power problem.
Time to power.
Hyperscalers can't wait 5 years for grid connections. Bloom's solid oxide fuel cells go behind the meter, bypass the grid entirely, and deliver power on-site.
Oracle understood this. Project Jupiter - one of the largest AI infrastructure campuses ever built - powered entirely by Bloom. Up to 2.45 GW.
Q1 2026: Revenue $751M. +130% YoY. Net income $70.7M. Profitable.
FY2026 guidance: $3.4-$3.8 billion. $20 billion backlog.
The grid has a queue. Bloom doesn't.
Time to power.
Hyperscalers can't wait 5 years for grid connections. Bloom's solid oxide fuel cells go behind the meter, bypass the grid entirely, and deliver power on-site.
Oracle understood this. Project Jupiter - one of the largest AI infrastructure campuses ever built - powered entirely by Bloom. Up to 2.45 GW.
Q1 2026: Revenue $751M. +130% YoY. Net income $70.7M. Profitable.
FY2026 guidance: $3.4-$3.8 billion. $20 billion backlog.
The grid has a queue. Bloom doesn't.
🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
🟡The one nobody is talking about “clearly” enough.
$TE (T1 Energy). The only at-scale domestic solar manufacturer in America.
G1 Dallas: 5 GW operational. G2 Austin: 2.1 GW solar cell facility targeting first production Q4 2026.
Q1 2026: Revenue $177M. +232% YoY. Record adjusted EBITDA. Record net income from continuing operations.
900 MW supply agreement with Treaty Oak Clean Energy. $440M+ raised to advance the domestic supply chain.
Leopold Aschenbrenner's Situational Awareness LP bought $43.9 million of $TE shares.
Short reports on legitimate businesses are not risks. They are opportunities.
$TE (T1 Energy). The only at-scale domestic solar manufacturer in America.
G1 Dallas: 5 GW operational. G2 Austin: 2.1 GW solar cell facility targeting first production Q4 2026.
Q1 2026: Revenue $177M. +232% YoY. Record adjusted EBITDA. Record net income from continuing operations.
900 MW supply agreement with Treaty Oak Clean Energy. $440M+ raised to advance the domestic supply chain.
Leopold Aschenbrenner's Situational Awareness LP bought $43.9 million of $TE shares.
Short reports on legitimate businesses are not risks. They are opportunities.
🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
🔵 The bridge between generation and storage.
$FLNC (Fluence Energy) just got placed at the center of AI infrastructure in a way the market hasn't fully priced.
NVIDIA. Siemens. Fluence.
Three-way collaboration to build the reference architecture for AI data center power stability. Fluence's SmartStack battery system is the power backbone of that blueprint.
$5.6 billion in signed backlog. $2 billion in new orders year to date — double last year's pace.
FY2026 guidance: $3.2-$3.6 billion.
When NVIDIA designs the AI factory of the future and puts your storage system in the blueprint, that is not a press release.
That is a moat.
$FLNC (Fluence Energy) just got placed at the center of AI infrastructure in a way the market hasn't fully priced.
NVIDIA. Siemens. Fluence.
Three-way collaboration to build the reference architecture for AI data center power stability. Fluence's SmartStack battery system is the power backbone of that blueprint.
$5.6 billion in signed backlog. $2 billion in new orders year to date — double last year's pace.
FY2026 guidance: $3.2-$3.6 billion.
When NVIDIA designs the AI factory of the future and puts your storage system in the blueprint, that is not a press release.
That is a moat.
🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
🔵 Three press releases. Three days. Zero coverage.
$EOSE (Eos Energy) just had the most important week in its history and the market barely noticed.
June 16: Line 2 commercial production launched. Pennsylvania. US-made zinc batteries. 4 GWh annual capacity target by year end.
June 17: First international commercial framework. 750 MWh binding agreement across Germany, Austria and Switzerland. Pathway to 2 GWh through 2031.
June 18: First purchase order under the 2 GWh Frontier Power USA reservation. Redbird project. 100 MW / 400 MWh. ERCOT.
US-made. Zinc-based. Non-flammable. No Chinese supply chain.
Lithium solves 4 hours. $EOSE solves 12.
$EOSE (Eos Energy) just had the most important week in its history and the market barely noticed.
June 16: Line 2 commercial production launched. Pennsylvania. US-made zinc batteries. 4 GWh annual capacity target by year end.
June 17: First international commercial framework. 750 MWh binding agreement across Germany, Austria and Switzerland. Pathway to 2 GWh through 2031.
June 18: First purchase order under the 2 GWh Frontier Power USA reservation. Redbird project. 100 MW / 400 MWh. ERCOT.
US-made. Zinc-based. Non-flammable. No Chinese supply chain.
Lithium solves 4 hours. $EOSE solves 12.
🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
🟢 The most underowned name in this entire thread.
$AMPX (Amprius Technologies). Silicon anode lithium-ion batteries.
Nobody is talking about this.
Q1 2026: Revenue $28.5M. +2.5x year over year.
FY2026 guidance raised to $130M+. Net loss guided below $8M. Positive adjusted EBITDA guided for the full year.
Defense. UAVs. Electric mobility. The applications that demand the highest energy density available.
The only US company commercializing silicon anode batteries at scale. Near profitable. Asset-light model.
When everyone is chasing the loud names, the quiet ones with real revenue tend to be where the returns are.
$AMPX (Amprius Technologies). Silicon anode lithium-ion batteries.
Nobody is talking about this.
Q1 2026: Revenue $28.5M. +2.5x year over year.
FY2026 guidance raised to $130M+. Net loss guided below $8M. Positive adjusted EBITDA guided for the full year.
Defense. UAVs. Electric mobility. The applications that demand the highest energy density available.
The only US company commercializing silicon anode batteries at scale. Near profitable. Asset-light model.
When everyone is chasing the loud names, the quiet ones with real revenue tend to be where the returns are.
🇨🇭 Global One SI - Prompt
🔌The AI economy runs on electricity. Every model. Every inference. Every data center. The grid was not built for this. Here's the stack of companies building the power and storage infrastructure the AI economy cannot function without. Thread. 🧵
The AI economy is an energy economy.
Every layer of the stack needs power and storage:
🟠 $GEV - the turbines
🟠 $BE - the fuel cells
🟡 $TE - the solar
🔵 $FLNC - the storage integrator
🔵 $EOSE - long-duration zinc
🟢 $AMPX - next-gen silicon anode
Generation. Storage. Reshoring.
Own the layers that deliver it. 😎
Every layer of the stack needs power and storage:
🟠 $GEV - the turbines
🟠 $BE - the fuel cells
🟡 $TE - the solar
🔵 $FLNC - the storage integrator
🔵 $EOSE - long-duration zinc
🟢 $AMPX - next-gen silicon anode
Generation. Storage. Reshoring.
Own the layers that deliver it. 😎
🇨🇭 Global One SI - Prompt
Traders trying to predict the market Trump & Iran
President Trump responds to reports that Iran is preparing to impose tolls on vessels transiting the Strait of Hormuz in 60 days.
“There will be no tolls in the Hormuz Strait for 60 days during the cease fire period, and there will be no tolls after the 60 day period has expired, unless they are imposed by and for the US,” he says.
“There will be no tolls in the Hormuz Strait for 60 days during the cease fire period, and there will be no tolls after the 60 day period has expired, unless they are imposed by and for the US,” he says.
The funniest thing about a lot of socialists is that they finally got a technology that could make their utopia slightly less delusional, and their first instinct is to regulate it into a coma.
AI and robots are literally the only realistic path to abundance, cheaper goods, less forced labor, and public ownership of automated production.
Without that, socialism is just people arguing over who gets the smaller slice.
They saw the one machine that could actually weaken wage slavery and went:
“ew, scary, ban it”
AI and robots are literally the only realistic path to abundance, cheaper goods, less forced labor, and public ownership of automated production.
Without that, socialism is just people arguing over who gets the smaller slice.
They saw the one machine that could actually weaken wage slavery and went:
“ew, scary, ban it”
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🇨🇭 Global One SI - Prompt
GLM-5.2 - The Complete Guide. Everything you need to know: how to set it up, how to prompt, tips, and more.
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Perplexity CEO on China catching up in AI:
“Whatever you did to not let them catch up didn’t even matter. They ended up catching up anyway.
What’s more dangerous is they have the best open-source model. And all the American developers are building on that.”
That was DeepSeek.
Now Z.ai just dropped GLM-5.2:
• MIT open weights
• 1M context
• 81.0 on Terminal-Bench 2.1
• within a few points of Claude Opus 4.8
The open-source AI race is not theory anymore.
“Whatever you did to not let them catch up didn’t even matter. They ended up catching up anyway.
What’s more dangerous is they have the best open-source model. And all the American developers are building on that.”
That was DeepSeek.
Now Z.ai just dropped GLM-5.2:
• MIT open weights
• 1M context
• 81.0 on Terminal-Bench 2.1
• within a few points of Claude Opus 4.8
The open-source AI race is not theory anymore.
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