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Elon Musk just named it. Starmind. One million AI satellites, each a flying data center wider than a 747, cooled by panels that glow their heat into the void.
This is not Starlink. Starlink moves internet. Starmind moves thought. Each satellite, the AI1, carries 150 kilowatts of compute on a 70-meter span of solar cells, runs the model on board, and beams the answer down. No building, no grid, no water.
The reason is in SpaceX's own IPO filing. The AI market it values at 26.5 trillion dollars hits a wall of electricity and water that Earth cannot supply at a sane price. Orbit erases both. The sun never sets up there, and a 147-year-old law does the cooling: in a vacuum, heat escapes only as infrared, so a panel facing the 3-kelvin void radiates it straight out, no water touched. Run that panel hotter and it sheds heat 16 times faster for double the temperature. What Earth data centers burn rivers to do, a glowing wing does for nothing.
Musk flagged the problem himself, in the same filing. SpaceX cannot get enough chips to build this yet, and the fab meant to fix that, Terafab, ten times the size of Tesla's Austin gigafactory, may fail. The prototypes do not fly until 2027. Astronomers are already in revolt over a million new lights crossing the sky.
This is not Starlink. Starlink moves internet. Starmind moves thought. Each satellite, the AI1, carries 150 kilowatts of compute on a 70-meter span of solar cells, runs the model on board, and beams the answer down. No building, no grid, no water.
The reason is in SpaceX's own IPO filing. The AI market it values at 26.5 trillion dollars hits a wall of electricity and water that Earth cannot supply at a sane price. Orbit erases both. The sun never sets up there, and a 147-year-old law does the cooling: in a vacuum, heat escapes only as infrared, so a panel facing the 3-kelvin void radiates it straight out, no water touched. Run that panel hotter and it sheds heat 16 times faster for double the temperature. What Earth data centers burn rivers to do, a glowing wing does for nothing.
Musk flagged the problem himself, in the same filing. SpaceX cannot get enough chips to build this yet, and the fab meant to fix that, Terafab, ten times the size of Tesla's Austin gigafactory, may fail. The prototypes do not fly until 2027. Astronomers are already in revolt over a million new lights crossing the sky.
🇨🇭 Global One SI - Prompt
Tail Risk Buying on Polymarket: How to Buy Extreme Buckets and Catch 10–20x When Everyone Else Is Scared (TAIL EDGE STRATEGY) Most traders avoid far-tail buckets on temperature markets Smart money does the exact opposite - they quietly farm the fattest alpha…
How to Minimize Resolution Risk in Polymarket Weather
Resolution risk is one of the biggest reasons traders lose money on weather markets
Even if your temperature forecast was correct, the wrong weather station or unexpected resolution rules can completely destroy your position
Top traders have learned how to manage this risk effectively. Here are the key principles they follow:
• Carefully check the official resolution station for every city
• Avoid markets with high station uncertainty (especially smaller cities)
• Make adjustments based on historical forecast vs resolution discrepancies
• Diversify across cities with different types of stations
• Track the history of resolution disputes on similar markets
Parity Terminal makes managing resolution risk much easier and faster:
• On any weather market you instantly see how top traders are positioned with station risk in mind
• Compare smart money behavior on high vs low resolution uncertainty markets
• Spot where profitable wallets are avoiding risk and where they’re aggressively entering
• Quickly filter cities by smart money activity level (low activity often = higher resolution uncertainty)
This lets you trade with open eyes - understanding where you have real edge and where you’re just playing the resolution lottery
Most traders only think about the temperature forecast
Profitable traders think about how the market will actually resolve
See how smart money manages resolution risk 👇
Link to Parity:
predictparity.com
Resolution risk is one of the biggest reasons traders lose money on weather markets
Even if your temperature forecast was correct, the wrong weather station or unexpected resolution rules can completely destroy your position
Top traders have learned how to manage this risk effectively. Here are the key principles they follow:
• Carefully check the official resolution station for every city
• Avoid markets with high station uncertainty (especially smaller cities)
• Make adjustments based on historical forecast vs resolution discrepancies
• Diversify across cities with different types of stations
• Track the history of resolution disputes on similar markets
Parity Terminal makes managing resolution risk much easier and faster:
• On any weather market you instantly see how top traders are positioned with station risk in mind
• Compare smart money behavior on high vs low resolution uncertainty markets
• Spot where profitable wallets are avoiding risk and where they’re aggressively entering
• Quickly filter cities by smart money activity level (low activity often = higher resolution uncertainty)
This lets you trade with open eyes - understanding where you have real edge and where you’re just playing the resolution lottery
Most traders only think about the temperature forecast
Profitable traders think about how the market will actually resolve
See how smart money manages resolution risk 👇
Link to Parity:
predictparity.com
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$SIVE manufactures the world’s most precise Indium Phosphide (InP) laser arrays, the indispensable light engines of this revolution.
$POET then integrates these lasers onto their proprietary Optical Interposer, creating a highly scalable, low-cost optical engine.
The crown jewel of this chain, however, is Foxconn they packages these engines into industry-standard 800G and 1.6T optical transceivers.
Foxconn, the primary architect of $NVDA Blackwell GB200 server racks, $SIVE completely bypasses the traditional customer acquisition bottleneck.
They don't need to pitch to hyperscalers individually.
When Foxconn secures massive infrastructure design wins for OpenAI's custom supercomputing clusters, $MSFT Azure's cloud expansion, $AMZN AWS, and $META Llama-training facilities, the $SIVE powered $POET optical engine is integrated by default.
$POET then integrates these lasers onto their proprietary Optical Interposer, creating a highly scalable, low-cost optical engine.
The crown jewel of this chain, however, is Foxconn they packages these engines into industry-standard 800G and 1.6T optical transceivers.
Foxconn, the primary architect of $NVDA Blackwell GB200 server racks, $SIVE completely bypasses the traditional customer acquisition bottleneck.
They don't need to pitch to hyperscalers individually.
When Foxconn secures massive infrastructure design wins for OpenAI's custom supercomputing clusters, $MSFT Azure's cloud expansion, $AMZN AWS, and $META Llama-training facilities, the $SIVE powered $POET optical engine is integrated by default.
🇨🇭 Global One SI - Prompt
Putin when he hears a South African immigrant’s rocket company just mogged his entire country’s economy:
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When someone asks if I cried after turning $50 into $2,000 and then losing it all
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Farmers after trading all their crops for Iran’s frozen assets
This is huge for high-performance computing.
Chinese supercomputer overtakes U.S. as world's fastest 👀
"China's new LineShine supercomputer has become the fastest publicly ranked supercomputer on Earth, reaching 2.198 exaflops and surpassing the U.S. system El Capitan."
"This machine performs more than 2.198 quintillion calculations per second using approximately 14 million Arm-based CPU cores built around 304-core LX2 processors."
"Even more surprising, LineShine achieved exascale performance without relying on GPU accelerators, the technology that powers most of today's leading AI supercomputers."
"It's housed at the National Supercomputing Center Shenzhen, the system consumes 42.2 MW of power and runs on China's Kylin operating system with a proprietary LingQi interconnect network."
China is unstoppable!
Chinese supercomputer overtakes U.S. as world's fastest 👀
"China's new LineShine supercomputer has become the fastest publicly ranked supercomputer on Earth, reaching 2.198 exaflops and surpassing the U.S. system El Capitan."
"This machine performs more than 2.198 quintillion calculations per second using approximately 14 million Arm-based CPU cores built around 304-core LX2 processors."
"Even more surprising, LineShine achieved exascale performance without relying on GPU accelerators, the technology that powers most of today's leading AI supercomputers."
"It's housed at the National Supercomputing Center Shenzhen, the system consumes 42.2 MW of power and runs on China's Kylin operating system with a proprietary LingQi interconnect network."
China is unstoppable!
The impressive list of global partners and customers leveraging $QUIK unique ecosystem:
Intel Foundry
Samsung
TSMC
GlobalFoundries
Amazon
Google
Bosch
Qualcomm
STMicroelectronics
Infineon
Honeywell Aerospace
Intel Foundry
Samsung
TSMC
GlobalFoundries
Amazon
Bosch
Qualcomm
STMicroelectronics
Infineon
Honeywell Aerospace
We’ve designed and built our first AI chip: Jalapeño.
Designed from the ground up by OpenAI and brought to production with #Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products.
Chips are foundational to the AI economy. Building our own expands our full-stack platform from products to models to infrastructure, and will help us scale intelligence, serve more people, and expand access to AI.
Designed from the ground up by OpenAI and brought to production with #Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products.
Chips are foundational to the AI economy. Building our own expands our full-stack platform from products to models to infrastructure, and will help us scale intelligence, serve more people, and expand access to AI.
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Solar Just Passed Coal in the US Power Mix ☀️⚡
The US electricity mix is changing fast
In May, solar accounted for 10% of US power generation
That is up from just 3% in May 2021
Coal is moving in the opposite direction
The signal is clear
🔹 Solar keeps scaling
🔹 Coal keeps declining
🔹 Power markets are becoming more seasonal
🔹 Grid flexibility is becoming more important
🔹 Storage is becoming the next bottleneck
This is not just an energy transition story
It is a power infrastructure story
The future grid needs more generation, more storage and more transmission
The US electricity mix is changing fast
In May, solar accounted for 10% of US power generation
That is up from just 3% in May 2021
Coal is moving in the opposite direction
The signal is clear
🔹 Solar keeps scaling
🔹 Coal keeps declining
🔹 Power markets are becoming more seasonal
🔹 Grid flexibility is becoming more important
🔹 Storage is becoming the next bottleneck
This is not just an energy transition story
It is a power infrastructure story
The future grid needs more generation, more storage and more transmission
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨BREAKING:Trump just confirmed the deal everyone suspected.
Iran gets food, the US gets an open Strait of Hormuz.
Trump said Iran informed the US there are "no tolls, no insurance costs, and no other charges" on ships transiting Hormuz.
He warned that if that information is false, "negotiations would end immediately."
The tell is what he revealed next.
The US will release some of Iran's own frozen funds.
That money goes to US farmers, to buy corn, wheat, and soybeans for Iran.
"Food is desperately needed in Iran, and we will be purchasing it exclusively from the United States," he wrote.
This is the shape of the détente.
Free passage through Hormuz in exchange for sanctions relief and food trade.
For oil, it's confirmation the strait stays open, still lower transit levels than before war.
Iran gets food, the US gets an open Strait of Hormuz.
Trump said Iran informed the US there are "no tolls, no insurance costs, and no other charges" on ships transiting Hormuz.
He warned that if that information is false, "negotiations would end immediately."
The tell is what he revealed next.
The US will release some of Iran's own frozen funds.
That money goes to US farmers, to buy corn, wheat, and soybeans for Iran.
"Food is desperately needed in Iran, and we will be purchasing it exclusively from the United States," he wrote.
This is the shape of the détente.
Free passage through Hormuz in exchange for sanctions relief and food trade.
For oil, it's confirmation the strait stays open, still lower transit levels than before war.
🇨🇭 Global One SI - Prompt
Stop prompting GLM-5.2 wrong. This model is NOT a general conversational LLM like Claude/GPT. You need to prompt it completely differently for the best outputs. This guide teaches you exactly how
How to optimise GLM-5.2 for the best possible outputs (save this playbook)
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🇨🇭 Global One SI - Prompt
When someone asks if I cried after turning $50 into $2,000 and then losing it all
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When the market makers try to hit my stop loss but i don't have one
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When it falls, it really falls.
It hurts in the short term. But zoom out even a few months, or a few years, and these days fade. They get replaced by better ones.
Our brain has a way of burying the hard moments under better memories, or letting us forget them. So you won’t even think about days like today until the next drop comes. And that only happens a few times.
Be calm. Don’t make rash decisions.
Today I bought what was sold to me. I am also used to sitting through heavy drawdowns in these names, only to watch them go multiple X high.
It’s not a sprint, it’s a marathon.
$IREN $RDW $RKLB $MU $QS
It hurts in the short term. But zoom out even a few months, or a few years, and these days fade. They get replaced by better ones.
Our brain has a way of burying the hard moments under better memories, or letting us forget them. So you won’t even think about days like today until the next drop comes. And that only happens a few times.
Be calm. Don’t make rash decisions.
Today I bought what was sold to me. I am also used to sitting through heavy drawdowns in these names, only to watch them go multiple X high.
It’s not a sprint, it’s a marathon.
$IREN $RDW $RKLB $MU $QS
I keep wondering if Apple can actually survive the AI revolution.
The iPhone won because it became the center of our digital lives.
But as soon as real AI first devices arrive, the whole game changes.
Phones become less important.
Apps become less important.
The interface becomes the agent.
And I’m not sure Apple is ready for that shift.
The iPhone won because it became the center of our digital lives.
But as soon as real AI first devices arrive, the whole game changes.
Phones become less important.
Apps become less important.
The interface becomes the agent.
And I’m not sure Apple is ready for that shift.
I honestly think there’s maybe a 20% chance we actually make it to a post-labor, abundance society with post-aging tech.
Not because the tech won’t be possible.
Because humans are insanely good at fighting against their own best future.
Petty politics, religious dogma, tribal nonsense, fear of change.
We might literally build the doorway to paradise and then burn it down because the wrong team opened it first.
Not because the tech won’t be possible.
Because humans are insanely good at fighting against their own best future.
Petty politics, religious dogma, tribal nonsense, fear of change.
We might literally build the doorway to paradise and then burn it down because the wrong team opened it first.
🇨🇭 Global One SI - Prompt
$DXY/USD H4 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$DXY The 🇺🇸 Dollar has broken out right on schedule.
It's now beginning its epic run to 160+ which would suggest a global sovereign debt crisis and economic reset is coming.
It's now beginning its epic run to 160+ which would suggest a global sovereign debt crisis and economic reset is coming.