🇨🇭 Global One SI - Prompt
🚢Vessels continued to enter and exit the strait of hormuz....even if Iran claiming it was closing it, traffic was seen moving
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How the dude with a $50 stock portfolio is monitoring the situation after Trump closes the Strait of Hormuz
Shower thought... China released GLM-5.2 last week. Open-source, MIT license, freely downloadable.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per token, and built on Huawei chips (no $NVDA hardware).
Z.ai (HKEX $02513.HK) has been absolutely soaring.
Interestingly, U.S Gov shut down Claude Fable 5/Mythos 5 a few days prior to GLM-5.2 release.
This is what happens when the U.S. caps its own AI capabilities. While Anthropic faces restrictions, China delivers competitive alternatives for free.
But here's the 4D chess they're playing...
Trump confirmed in early June he's exploring equity stakes in major AI companies. Word for word, he expects to meet with "all the big ones" at the White House.
($INTC set precedent: U.S Gov took 10% stake ($8.9B) last year. CHIPS Act grants converted to equity)
IMO the restrictions are negotiation leverage. Claim the equity before Anthropic IPOs, secure partnerships, then remove restrictions = global wealth continues to flood into U.S companies.
The U.S. won't gatekeep Claude much longer, esp. with China continuously delivering.
Prime time to be positioning in Neocloud, like $NBIS, $WYFI, $CRWV, and more.
Pretty much equivalent to Claude Opus, beats GPT on some benchmarks, cheaper per token, and built on Huawei chips (no $NVDA hardware).
Z.ai (HKEX $02513.HK) has been absolutely soaring.
Interestingly, U.S Gov shut down Claude Fable 5/Mythos 5 a few days prior to GLM-5.2 release.
This is what happens when the U.S. caps its own AI capabilities. While Anthropic faces restrictions, China delivers competitive alternatives for free.
But here's the 4D chess they're playing...
Trump confirmed in early June he's exploring equity stakes in major AI companies. Word for word, he expects to meet with "all the big ones" at the White House.
($INTC set precedent: U.S Gov took 10% stake ($8.9B) last year. CHIPS Act grants converted to equity)
IMO the restrictions are negotiation leverage. Claim the equity before Anthropic IPOs, secure partnerships, then remove restrictions = global wealth continues to flood into U.S companies.
The U.S. won't gatekeep Claude much longer, esp. with China continuously delivering.
Prime time to be positioning in Neocloud, like $NBIS, $WYFI, $CRWV, and more.
✍1
If $WYFI follows $NBIS chart, may be more
$WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart money positioning (Leopold Aschenbrenner's Situational Awareness Fund holds BOTH)
> Both benefit from hyperscalers unable to build fast enough
$NBIS: ~$72B MC, $45B+ contracted backlog. Vertically integrated AI cloud platform with own ML stack + $NVDA equity.
$WYFI: ~$1.4B MC, $1B+ contracted backlog. Pure-play AI infrastructure provider. Large asymmetry.
Both companies sell capacity to entities that need AI compute. Both benefit from $ORCL's backlog validation.
$WYFI is positioned near where $NBIS was before it absolutely took off...
$NBIS is undoubtedly the industry leader, and should continue to stay ahead. But $WYFI is the asymmetric opportunity - higher risk, and much higher reward.
$WYFI reminds me of an early-stage $NBIS.
> Both serve the structural AI compute demand thesis
> Both have major contracted backlogs (relative to size)
> Both validated by smart money positioning (Leopold Aschenbrenner's Situational Awareness Fund holds BOTH)
> Both benefit from hyperscalers unable to build fast enough
$NBIS: ~$72B MC, $45B+ contracted backlog. Vertically integrated AI cloud platform with own ML stack + $NVDA equity.
$WYFI: ~$1.4B MC, $1B+ contracted backlog. Pure-play AI infrastructure provider. Large asymmetry.
Both companies sell capacity to entities that need AI compute. Both benefit from $ORCL's backlog validation.
$WYFI is positioned near where $NBIS was before it absolutely took off...
$NBIS is undoubtedly the industry leader, and should continue to stay ahead. But $WYFI is the asymmetric opportunity - higher risk, and much higher reward.
✍1
Before Neocloud rallies hard...
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships)
$CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease
$CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout
$CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion
$IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership
$NBIS - Vertically integrated AI cloud platform with $45B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion
$WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris)
Or $WGMI ETF is an option for broad exposure.
Most sit at different layers of the same structural AI infrastructure thesis.
Here's what I like about:
$BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion
$CIFR - Nearly $10B in contracted HPC revenue (AWS $AMZN, Fluidstack, $GOOGL partnerships)
$CLSK - Strong balance sheet, but still awaiting hyperscaler AI lease
$CORZ - $CRWV hosting deal with gigawatt-scale Muskogee, Oklahoma buildout
$CRWV - Benchmark with $NVDA equity stake, $MSFT anchor, and Nasdaq-100 inclusion
$IREN - Multi-billion dollar $MSFT contract with direct $NVDA partnership
$NBIS - Vertically integrated AI cloud platform with $45B+ backlog, $NVDA equity stake, and Nasdaq-100 inclusion
$WYFI - My favorite at the moment. Reminds me of a smaller cap and earlier stage $NBIS, just signed second major contract ($160M+ Paris)
Or $WGMI ETF is an option for broad exposure.
Most sit at different layers of the same structural AI infrastructure thesis.
What Anthropic is doing with a Peter Thiel backed identity company should make people nervous.
Now Anthropic is rolling out ID verification through Persona, and we’re supposed to just trust that this stays neatly separated from everything we create?
Sorry, but no.
I don’t want my face, ID, account, prompts, code, and projects sitting anywhere near one giant identity layer.
If it’s “just verification,” then say exactly what gets stored, who can access it, how long it’s kept, and whether it can ever be linked to what we build in Claude.
Because this is exactly how surveillance gets rebranded as safety.
Now Anthropic is rolling out ID verification through Persona, and we’re supposed to just trust that this stays neatly separated from everything we create?
Sorry, but no.
I don’t want my face, ID, account, prompts, code, and projects sitting anywhere near one giant identity layer.
If it’s “just verification,” then say exactly what gets stored, who can access it, how long it’s kept, and whether it can ever be linked to what we build in Claude.
Because this is exactly how surveillance gets rebranded as safety.
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😂 He knows one wrong move and no more family dinners!