๐๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ๐ green across the board into the open.
$KEEL $6.83 (+8.58%)
$WYFI $41.00 (+6.52%)
$HUT $127.50 (+2.46%)
$BTBT $2.21 (+1.84%)
$WULF $29.43 (+1.54%)
$CIFR $29.47 (+0.99%)
$CHRN $23.50 (+0.73%)
$MARA $14.32 (+0.70%)
$IREN $60.28 (+0.53%)
$APLD $46.79 (+0.43%)
$NBIS $287.40 (+0.25%)
$CRWV $118.20 (+0.21%)
$RIOT $28.14 (+0.13%)
$BTC up about 1% near $64K, enough to keep the miners bid.
Index day adds the fuel: $CRWV and $NBIS enter the Nasdaq-100 at today's open and $MRVL joins the S&P 500, pulling passive flows into the AI data center complex.
$KEEL $6.83 (+8.58%)
$WYFI $41.00 (+6.52%)
$HUT $127.50 (+2.46%)
$BTBT $2.21 (+1.84%)
$WULF $29.43 (+1.54%)
$CIFR $29.47 (+0.99%)
$CHRN $23.50 (+0.73%)
$MARA $14.32 (+0.70%)
$IREN $60.28 (+0.53%)
$APLD $46.79 (+0.43%)
$NBIS $287.40 (+0.25%)
$CRWV $118.20 (+0.21%)
$RIOT $28.14 (+0.13%)
$BTC up about 1% near $64K, enough to keep the miners bid.
Index day adds the fuel: $CRWV and $NBIS enter the Nasdaq-100 at today's open and $MRVL joins the S&P 500, pulling passive flows into the AI data center complex.
๐ขWTI, Brent Crude Oil, NGAS Trading ๐
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BREAKING: VP Vance announces major progress made by the United States and its negotiating team while finalizing a deal with Iran:
โYesterday was a very, very good day. We made a lot of good progress. We did exactly what we wanted to doโฆ the Iranians have agreed to invite IAEA inspectors back into their country. That is a major milestone for the American people. And the first step in permanently denuclearizing- permanently ending a nuclear weapons program in Iran.โ
โYesterday was a very, very good day. We made a lot of good progress. We did exactly what we wanted to doโฆ the Iranians have agreed to invite IAEA inspectors back into their country. That is a major milestone for the American people. And the first step in permanently denuclearizing- permanently ending a nuclear weapons program in Iran.โ
๐จ๐ญ Global One SI - Prompt
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 Mispricingโฆ
3 Weather Trading Strategies That Are Working Best Right Now (Barbell + Tail Hunting + Laddering)
Weather markets on Polymarket remain one of the most consistent sources of edge, but success heavily depends on your approach
Here are the three strategies currently showing the strongest results
1. Barbell + Automation (ColdMath style)
Classic barbell approach: small conservative bets combined with aggressive positions on strong mispricings
Mainly focuses on secondary and tertiary cities where competition is lower
Heavy use of automation to handle many markets simultaneously
Advantages: very smooth PnL curve, excellent scalability, and strong compounding of small-to-medium edges
2. Tail Hunting on Major Cities
Actively hunting deep out-of-the-money tails (often 10-20%+ probability according to models, but priced at 3-5% on the market)
Focus on high-liquidity cities: NYC, London, Paris, Tokyo
Requires strong model understanding and patience - positions can stay in drawdown for weeks, but deliver massive payoffs when correct
Highest volatility but also the highest upside potential
3. Volume Laddering
Building โladdersโ by spreading volume across several neighboring temperature buckets in the same market
Example: betting on 18-20ยฐ, 20-22ยฐ, and 22-24ยฐ at the same time
Works through the law of large numbers - even if you donโt hit the exact temperature, one or two buckets often end up in profit
Great for traders who prefer high volume and more predictable statistical outcomes
Each strategy has its own personality, risk level, and ideal market conditions
Parity Terminal helps you actually trade these strategies more effectively:
โข Quickly find markets that offer the best conditions for your chosen style right now
โข See how top traders are executing similar approaches (average entry prices, sizing, conviction)
โข Filter and copy the aggression level of strong players
โข Spot moments when one strategy starts clearly dominating the others
This turns theoretical strategy knowledge into real actionable trading decisions instead of blind guessing
The crowd chases one shiny trade and hopes.
Consistent winners choose the right strategy for the current market regime
See which strategy is dominating right now ๐
The most convenient way to track top traders and filter weather markets is through Parity Terminal
There you can instantly see:
โข Top PnL on specific cities
โข Traders with the best accuracy
โข Current positions of leaders (ColdMath, VibeTrader etc.)
โข And even trade directly from the terminal
Link to Parity:
predictparity.com
Weather markets on Polymarket remain one of the most consistent sources of edge, but success heavily depends on your approach
Here are the three strategies currently showing the strongest results
1. Barbell + Automation (ColdMath style)
Classic barbell approach: small conservative bets combined with aggressive positions on strong mispricings
Mainly focuses on secondary and tertiary cities where competition is lower
Heavy use of automation to handle many markets simultaneously
Advantages: very smooth PnL curve, excellent scalability, and strong compounding of small-to-medium edges
2. Tail Hunting on Major Cities
Actively hunting deep out-of-the-money tails (often 10-20%+ probability according to models, but priced at 3-5% on the market)
Focus on high-liquidity cities: NYC, London, Paris, Tokyo
Requires strong model understanding and patience - positions can stay in drawdown for weeks, but deliver massive payoffs when correct
Highest volatility but also the highest upside potential
3. Volume Laddering
Building โladdersโ by spreading volume across several neighboring temperature buckets in the same market
Example: betting on 18-20ยฐ, 20-22ยฐ, and 22-24ยฐ at the same time
Works through the law of large numbers - even if you donโt hit the exact temperature, one or two buckets often end up in profit
Great for traders who prefer high volume and more predictable statistical outcomes
Each strategy has its own personality, risk level, and ideal market conditions
Parity Terminal helps you actually trade these strategies more effectively:
โข Quickly find markets that offer the best conditions for your chosen style right now
โข See how top traders are executing similar approaches (average entry prices, sizing, conviction)
โข Filter and copy the aggression level of strong players
โข Spot moments when one strategy starts clearly dominating the others
This turns theoretical strategy knowledge into real actionable trading decisions instead of blind guessing
The crowd chases one shiny trade and hopes.
Consistent winners choose the right strategy for the current market regime
See which strategy is dominating right now ๐
The most convenient way to track top traders and filter weather markets is through Parity Terminal
There you can instantly see:
โข Top PnL on specific cities
โข Traders with the best accuracy
โข Current positions of leaders (ColdMath, VibeTrader etc.)
โข And even trade directly from the terminal
Link to Parity:
predictparity.com
โ1
$IREN $NBIS $CRWV $MRVL $HUT | NVIDIA locked down total structural dominance in Europe, powering over 90% of the continentโs active AI factory buildout.
A record 35 new supercomputing projects across 23 countries will inject a staggering 800 AI exaflops of hardware scale.
A record 35 new supercomputing projects across 23 countries will inject a staggering 800 AI exaflops of hardware scale.
๐จ๐ญ Global One SI - Prompt
$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
Micron $MU and Anthropic formed a multi layered AI infrastructure alliance spanning hardware design, enterprise Claude deployment, and equity investment.
The deal secures long term data center storage supply to scale up future model training workloads.
The deal secures long term data center storage supply to scale up future model training workloads.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐ข๏ธ The US just put a clock on Iranian oil coming back to market. 60 days, through August 21.
Treasury issued a temporary license Monday allowing Iran to sell some of its energy exports, part of the agreement Trump signed with Tehran last week.
Secretary Scott Bessent confirmed it on social media. This is the first hard, dated piece of sanctions relief after months of talks that produced only rhetoric.
Treasury issued a temporary license Monday allowing Iran to sell some of its energy exports, part of the agreement Trump signed with Tehran last week.
Secretary Scott Bessent confirmed it on social media. This is the first hard, dated piece of sanctions relief after months of talks that produced only rhetoric.
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
๐จChevron just signed a 20-year power deal with Microsoft to build a 2.67 GW natural gas plant co-located with a data center in West Texas.
FID by end of 2026, first power in 2028.
The Permian is now powering AI ๐ค๐ข๏ธโก
Project Kilby: a co-located power and data center development built through a phased, modular approach. GE Vernova turbines provide the majority of generation. Solar Turbines (Caterpillar Inc.) supply additional capacity.
Chevron's partner: Engine No. 1 the activist fund that once forced 3 board seats onto Exxon in the name of the energy transition.
Now building a gas plant for Microsoft.
๐ข๏ธWhy Chevron, why now?
Jeff Gustavson, Chevron's New Energies president: "Chevron is uniquely positioned to deliver power with certainty, speed and at a competitive cost, leveraging Permian natural gas."
This is the vertical integration play own the upstream gas, pipe it to a dedicated power plant, sell the electrons to a hyperscaler on a 20-year contract completely bypassing spot electricity markets and grid congestion.
๐ฐWhat Microsoft is buying?
Dedicated, dispatchable, large-scale power that doesn't compete with the regional grid.
Noelle Walsh, Microsoft president of Cloud Operations: "AI and cloud demand requires energy infrastructure that can scale quickly and reliably."
2.67 GW is roughly the output of 2 large nuclear reactors dedicated to one customer, in one location.
๐ธ$10 billion+ in state and local tax revenue over the project life.
๐ธ2,000 jobs in West Texas.
๐ธBrackish groundwater instead of freshwater no competition with local agriculture. ๐
The AI energy bottleneck is being solved the American way: Permian gas, big turbines, 20 year contracts.
Chevron didn't pivot to clean energy. It pivoted to the energy that data centers actually need.
FID by end of 2026, first power in 2028.
The Permian is now powering AI ๐ค๐ข๏ธโก
Project Kilby: a co-located power and data center development built through a phased, modular approach. GE Vernova turbines provide the majority of generation. Solar Turbines (Caterpillar Inc.) supply additional capacity.
Chevron's partner: Engine No. 1 the activist fund that once forced 3 board seats onto Exxon in the name of the energy transition.
Now building a gas plant for Microsoft.
๐ข๏ธWhy Chevron, why now?
Jeff Gustavson, Chevron's New Energies president: "Chevron is uniquely positioned to deliver power with certainty, speed and at a competitive cost, leveraging Permian natural gas."
This is the vertical integration play own the upstream gas, pipe it to a dedicated power plant, sell the electrons to a hyperscaler on a 20-year contract completely bypassing spot electricity markets and grid congestion.
๐ฐWhat Microsoft is buying?
Dedicated, dispatchable, large-scale power that doesn't compete with the regional grid.
Noelle Walsh, Microsoft president of Cloud Operations: "AI and cloud demand requires energy infrastructure that can scale quickly and reliably."
2.67 GW is roughly the output of 2 large nuclear reactors dedicated to one customer, in one location.
๐ธ$10 billion+ in state and local tax revenue over the project life.
๐ธ2,000 jobs in West Texas.
๐ธBrackish groundwater instead of freshwater no competition with local agriculture. ๐
The AI energy bottleneck is being solved the American way: Permian gas, big turbines, 20 year contracts.
Chevron didn't pivot to clean energy. It pivoted to the energy that data centers actually need.
This is insane.
For decades, developing hypersonic systems meant years of simulations, testing and engineering iterations.
This changes the pace entirely.
U.S. Air Force just unveiled Flyer, a next generation supercomputer built to accelerate hypersonic, aerospace and AI research.
"Flyer features approximately 186,000 processor cores, 800 TB of RAM, 18 PB of storage and delivers around 8.7 petaflops of computing performance."
"AFRL says the system can solve computational problems in a single day that would take a typical laptop roughly 500 years to complete."
Researchers will use Flyer for advanced computational fluid dynamics, hypersonic vehicle simulations, AI workloads, digital engineering and next generation defense research.
For decades, developing hypersonic systems meant years of simulations, testing and engineering iterations.
This changes the pace entirely.
U.S. Air Force just unveiled Flyer, a next generation supercomputer built to accelerate hypersonic, aerospace and AI research.
"Flyer features approximately 186,000 processor cores, 800 TB of RAM, 18 PB of storage and delivers around 8.7 petaflops of computing performance."
"AFRL says the system can solve computational problems in a single day that would take a typical laptop roughly 500 years to complete."
Researchers will use Flyer for advanced computational fluid dynamics, hypersonic vehicle simulations, AI workloads, digital engineering and next generation defense research.
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Investing in American quantum leadership like never before.
President Trump signs executive orders on quantum, supercharging a national effort in innovation in quantum technologies, ensuring national security and continuing American growth in a critical industry. ๐ป๐บ๐ธ
$IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT
President Trump signs executive orders on quantum, supercharging a national effort in innovation in quantum technologies, ensuring national security and continuing American growth in a critical industry. ๐ป๐บ๐ธ
$IONQ, $RGTI, $INFQ, $QBTS, $IBM, $GOOGL, $MSFT
๐ฅ2๐1
Trump just signed executive orders to supercharge quantum in America. ๐บ๐ธ
The names everyone's already pointing at are the usual suspects from the $2B CHIPS program: $IBM, $INFQ, $RGTI, and big tech like $GOOG.
And fair enough, those have been on everyone's radar for a while now.
But the whole theme of what Trump signed is one word: American.
Domestic machines, trusted domestic supply chains...
AMERICAN (Q)UANTUM DOMINANCE.
And here's the name almost nobody is connecting to this: $AMPG.
A few days ago, AmpliTech said this on LinkedIn, word for word:
"AmpliTech is the only U.S.-based manufacturer of cryogenic LNAs, a distinction that matters more and more as domestic supply chains become a priority across defense and quantum computing research procurement."
As we always say: obviously not the only one in the world. A Swedish firm, Low Noise Factory, is the global leader. But that's exactly the point.
What is the whole thing Trump just emphasized?
AMERICAN quantum dominance.
Trusted, domestic supply for defense and quantum.
And the global leader in these cryogenic amplifiers is Swedish.
Not American.
The entire policy push is about sourcing this exact kind of critical hardware at home, not from abroad.
AMPG builds these cryo amplifiers in the United States, and already ships them to the biggest names in quantum.
That is precisely the profile this order is designed to favor: a domestic maker of a hard, strategically critical component.
To be straight with you: AMPG is not named in the order or in the $2B program, and I won't pretend it is.
But it sits right inside the tailwind.
More American quantum machines, built on trusted domestic supply, means more demand for the American-made ears those machines need.
And here's the best part.
I think AMPG is undervalued on its 5G, Open RAN, and Open6G (with NVIDIA!!) business alone.
The only American 64T64R AI-RAN radio, deployed at a Tier-1 carrier, margins inflecting, debt-free.
The quantum side is the extra.
A free, and very juicy, piece of optionality at the exact moment the US government decides quantum sovereignty is a national priority.
You get the core telecom story.
The quantum tailwind is the bonus on top.
Not financial advice. I'm long $AMPG. DYOR. ๐ก
The names everyone's already pointing at are the usual suspects from the $2B CHIPS program: $IBM, $INFQ, $RGTI, and big tech like $GOOG.
And fair enough, those have been on everyone's radar for a while now.
But the whole theme of what Trump signed is one word: American.
Domestic machines, trusted domestic supply chains...
AMERICAN (Q)UANTUM DOMINANCE.
And here's the name almost nobody is connecting to this: $AMPG.
A few days ago, AmpliTech said this on LinkedIn, word for word:
"AmpliTech is the only U.S.-based manufacturer of cryogenic LNAs, a distinction that matters more and more as domestic supply chains become a priority across defense and quantum computing research procurement."
As we always say: obviously not the only one in the world. A Swedish firm, Low Noise Factory, is the global leader. But that's exactly the point.
What is the whole thing Trump just emphasized?
AMERICAN quantum dominance.
Trusted, domestic supply for defense and quantum.
And the global leader in these cryogenic amplifiers is Swedish.
Not American.
The entire policy push is about sourcing this exact kind of critical hardware at home, not from abroad.
AMPG builds these cryo amplifiers in the United States, and already ships them to the biggest names in quantum.
That is precisely the profile this order is designed to favor: a domestic maker of a hard, strategically critical component.
To be straight with you: AMPG is not named in the order or in the $2B program, and I won't pretend it is.
But it sits right inside the tailwind.
More American quantum machines, built on trusted domestic supply, means more demand for the American-made ears those machines need.
And here's the best part.
I think AMPG is undervalued on its 5G, Open RAN, and Open6G (with NVIDIA!!) business alone.
The only American 64T64R AI-RAN radio, deployed at a Tier-1 carrier, margins inflecting, debt-free.
The quantum side is the extra.
A free, and very juicy, piece of optionality at the exact moment the US government decides quantum sovereignty is a national priority.
You get the core telecom story.
The quantum tailwind is the bonus on top.
Not financial advice. I'm long $AMPG. DYOR. ๐ก
โ1