🇨🇭 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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Still holding on to that 1% of hope
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Nothing is real. We live in an illusion.
🇨🇭 Global One SI - Prompt
Humanoid Robot Makers. June 2026. Full details from the image table. ‣ FIGURE ➤ HQ: US ➤ Valuation: $39B private ➤ Flagship robot: Figure 03 ➤ AI brain: Helix VLA in house ➤ Traction: Production near 1 robot every 90 minutes. Target 100k units. Pilots with…
Figure AI humanoids completed a logistics challenge running continuously for 200 hours without a single failure
The future is starting to feel very real
The future is starting to feel very real
🇨🇭 Global One SI - Prompt
Figure AI humanoids completed a logistics challenge running continuously for 200 hours without a single failure The future is starting to feel very real
Three exponential curves are driving robotics forward:
- AI getting better
- Chips and compute getting cheaper and more powerful
- Robot hardware and dexterity getting better
Any one of these trends would be significant. What about all three trends at the same time?
- AI getting better
- Chips and compute getting cheaper and more powerful
- Robot hardware and dexterity getting better
Any one of these trends would be significant. What about all three trends at the same time?
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Kind of trust you develop with your trading bros who saw the highs and lows
Goldman Sachs Research: AI data centers are no longer being financed mainly by traditional corporate balance sheets.
They are increasingly funded through alternative assets like infrastructure, private equity, real estate, and private credit.
i.e. AI is increasingly becoming a real-assets infrastructure story, not just a software or semiconductor story, data centers are now being financed like pipelines, toll roads, utilities, and warehouses.
They are increasingly funded through alternative assets like infrastructure, private equity, real estate, and private credit.
i.e. AI is increasingly becoming a real-assets infrastructure story, not just a software or semiconductor story, data centers are now being financed like pipelines, toll roads, utilities, and warehouses.
Morgan Stanley estimates about $2.9 trillion capital expenditure of global data-center construction through 2028.
With funding sources including $1.4T from hyperscaler cash flows, $200B corporate debt, $150B securitized credit, $800B private credit / asset-based finance / JV debt, and $350B other capital.
i.e. AI capex is increasingly credit-funded, so losses could spill beyond shareholders.
With funding sources including $1.4T from hyperscaler cash flows, $200B corporate debt, $150B securitized credit, $800B private credit / asset-based finance / JV debt, and $350B other capital.
i.e. AI capex is increasingly credit-funded, so losses could spill beyond shareholders.
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dot-com bubble vs. a possible AI bubble.
From the famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business,
“And that’s the real big difference between the dot-com boom and bust and the AI boom. We don’t know whether there’ll be a bust. History suggests there will be a bust.
The dot-com boom and bust had no huge capital expenditure in that cycle. In fact, there was very little traditional CapEx, or even R&D, driving it. People started apps. They basically started going on it.
This has been the biggest infrastructure run-up I think I’ve ever seen in business. You can go back and compare it to the automobile business 100 years ago. The amount of money that’s being put into AI CapEx is immense, which means that when the correction comes, the pain will be more intense.
And herein lies the second problem. The dot-com boom and bust was almost entirely equity-funded. You think, so what? Well, when the bust came, those shareholders lost 60%, 70%, 80%, or 90% of their money. You felt sorry for them, but the loss was restricted to the shareholders.
The problem with the AI CapEx boom is that not only is it immense, but a big chunk of it is funded with debt, and the debt is coming from private capital rather than banks. There’s a very real chance that if there’s a correction and companies start having problems, that problem is going to show up as distress and default, and that really doesn’t stay restricted. It spills over into the rest of society.
I’m not saying it’s going to be 2008, but 2008 is an example of what happens when lenders overreach, when they lend money at too low a rate, and the correction comes. The pain spills over.
So that is my concern with this big market illusion: the potential societal cost of having to deal with debt coming due that you’re unable to pay. It’s much more painful than your share price dropping 90% and you feeling the pain."
From the famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business,
“And that’s the real big difference between the dot-com boom and bust and the AI boom. We don’t know whether there’ll be a bust. History suggests there will be a bust.
The dot-com boom and bust had no huge capital expenditure in that cycle. In fact, there was very little traditional CapEx, or even R&D, driving it. People started apps. They basically started going on it.
This has been the biggest infrastructure run-up I think I’ve ever seen in business. You can go back and compare it to the automobile business 100 years ago. The amount of money that’s being put into AI CapEx is immense, which means that when the correction comes, the pain will be more intense.
And herein lies the second problem. The dot-com boom and bust was almost entirely equity-funded. You think, so what? Well, when the bust came, those shareholders lost 60%, 70%, 80%, or 90% of their money. You felt sorry for them, but the loss was restricted to the shareholders.
The problem with the AI CapEx boom is that not only is it immense, but a big chunk of it is funded with debt, and the debt is coming from private capital rather than banks. There’s a very real chance that if there’s a correction and companies start having problems, that problem is going to show up as distress and default, and that really doesn’t stay restricted. It spills over into the rest of society.
I’m not saying it’s going to be 2008, but 2008 is an example of what happens when lenders overreach, when they lend money at too low a rate, and the correction comes. The pain spills over.
So that is my concern with this big market illusion: the potential societal cost of having to deal with debt coming due that you’re unable to pay. It’s much more painful than your share price dropping 90% and you feeling the pain."
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