🎯 $AMD’s new Versal Premium Gen 2 MoP integrates up to 32GB LPDDR5X directly in the package for 288 GB/s bandwidth and 60% less board space. It’s explicitly a response to memory supply constraints.
💡 What if you pair that packaging approach with something like the Gorgon Halo (Ryzen AI Max 400) — which already targets 192 GB unified LPDDR5X for running 200B+ parameter models locally — and you get a powerful path out of the current RAM shortage.
💡 What if you pair that packaging approach with something like the Gorgon Halo (Ryzen AI Max 400) — which already targets 192 GB unified LPDDR5X for running 200B+ parameter models locally — and you get a powerful path out of the current RAM shortage.
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GMKtec EVO-X3 launches July 6.
3rd-Gen Local AI Supercomputing Mini PC. AMD Ryzen AI Max+ 395 APU. 4TB stock storage. Native offline Qwen3 235B support. OCuLink eGPU expansion. GMKtec Claw AI Suite.
The new EVO-X3 is getting ready for release. What eGPU would you pair with its new OCuLink (64 Gbps xfer speed)? Adding an RTX-5090 w/32GB of dedicated VRAM could speed up decode.
3rd-Gen Local AI Supercomputing Mini PC. AMD Ryzen AI Max+ 395 APU. 4TB stock storage. Native offline Qwen3 235B support. OCuLink eGPU expansion. GMKtec Claw AI Suite.
The new EVO-X3 is getting ready for release. What eGPU would you pair with its new OCuLink (64 Gbps xfer speed)? Adding an RTX-5090 w/32GB of dedicated VRAM could speed up decode.
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3 weeks ago JPMorgan called $6,000 gold.
Now it's calling $4,500.
June 9:
→ JPMorgan: gold to $6,000 by year end
July 3:
→ JPMorgan: $4,300 in Q3, $4,500 in Q4
→ Risks skewed to the downside on possible early Fed rate hikes
Reason: demand from key sectors weaker than expected
Spot gold is at $4,174 today, up 1.3% and near its highest since June 23.
The bank still sees 2027 upside from central bank buying, plus silver at $60-65, platinum near $1,950 by end-2027, palladium at $1,350.
Now it's calling $4,500.
June 9:
→ JPMorgan: gold to $6,000 by year end
July 3:
→ JPMorgan: $4,300 in Q3, $4,500 in Q4
→ Risks skewed to the downside on possible early Fed rate hikes
Reason: demand from key sectors weaker than expected
Spot gold is at $4,174 today, up 1.3% and near its highest since June 23.
The bank still sees 2027 upside from central bank buying, plus silver at $60-65, platinum near $1,950 by end-2027, palladium at $1,350.
🇨🇭 Global One SI - Prompt
I don't prompt Claude Code anymore. I have loops running that prompt Fable, and my job is just to write loops. This is the Boris Cherny method, and I have to say, it's extremely powerful. Everything you need to get started with loop engineering (as a complete…
How to turn Hermes into your personal assistant (save this)
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Loop engineering is the biggest shift in AI prompting we've ever seen.
Pair it with Fable 5, and you'll have AI agents working for you while you sleep.
Pair it with Fable 5, and you'll have AI agents working for you while you sleep.
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Save the manuals 🤝 Nothing beats this feeling
Flying machines solved ✅
Information solved ✅
Intelligence solved ✅
AGI loading..
ASI pending..
FSD loading..
Fusion pending..
Mars base pending..
Moon base loading..
Aging reversal pending..
Artificial womb pending..
Abundant energy loading..
Climate restoration pending..
Quantum teleportation loading..
Cancer & disease-free world loading..
Advanced non-invasive BCIs pending..
what else I am missing 🤔?*
Information solved ✅
Intelligence solved ✅
AGI loading..
ASI pending..
FSD loading..
Fusion pending..
Mars base pending..
Moon base loading..
Aging reversal pending..
Artificial womb pending..
Abundant energy loading..
Climate restoration pending..
Quantum teleportation loading..
Cancer & disease-free world loading..
Advanced non-invasive BCIs pending..
what else I am missing 🤔?*
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Things you should do in your early 20s:
- Run up the numbers in at least 1 endeavor
- Completely nuke your life and then rebuild it so you know you can
- Go toe to toe with a legit psycho (and win)
- Make a conscious decision to leave behind people you love because they are holding you back (and not because someone on tiktok told you)
- Solo travel to the other side of the world
- Acquire savant level knowledge of your passions and interests
- Find God
- Go to the gym at least 4 times a week
- Be extremely delusional
- Take more risks (you got nothing to lose)
- Have a list of people actively praying for your downfall
- Run up the numbers in at least 1 endeavor
- Completely nuke your life and then rebuild it so you know you can
- Go toe to toe with a legit psycho (and win)
- Make a conscious decision to leave behind people you love because they are holding you back (and not because someone on tiktok told you)
- Solo travel to the other side of the world
- Acquire savant level knowledge of your passions and interests
- Find God
- Go to the gym at least 4 times a week
- Be extremely delusional
- Take more risks (you got nothing to lose)
- Have a list of people actively praying for your downfall
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🇨🇭 Global One SI - Prompt
How a Profitable Weather Bot Works on Polymarket: Full Pipeline from Forecast to Order (BOT PIPELINE) Most people think weather bots require complex AI and tons of code In reality, top bots run on a simple, understandable pipeline that you can build over…
An autonomous weather trading bot powered by the Hermes Agent.
It gets temperature data from multiple sources and uses a Gaussian Bucket strategy:
For example, if the forecast is 72F, it estimates that the final temperature will be between 71F and 73F.
After that, it compares this range with current prices on Polymarket and sends you a trading signal in Telegram.
The main feature of this bot - it can track its own results, learn and improve its own strategy over time.
github.com/nicolastinkl/hermes_weatherbot
A weather bot that analyzes different sources in real time, like forecasts, airport data and aviation observations (METAR and SPECI) to get the latest and most accurate temperature data.
Then it generates a detailed weather report for a specific city and day.
github.com/yangyuan-zhen/PolyWeather
NWS forecast bot with Kelly strategy. This bot scans NWS and gets the freshest temperature value in selected city and then compares it with current price on Polymarket.
It uses Kelly strategy to calculate the best trade size based on how strong this edge is and can also automatically execute trades.
github.com/MoonsatProtocol/Polymarket-Weather-Bot
GFS based weather trading bot. It uses 31 different forecast scenarios from the Global Forecast System for a specific city and day to estimate the most accurate temperature outcome.
Then it automatically compares this value with current Polymarket prices to find mispriced opportunities and execute trades.
It has a dashboard where you can see and track all signals, trades, forecasts, trading pnl and more.
github.com/suislanchez/polymarket-kalshi-weather-bot
A full ML weather model:
1. This is a full machine learning weather model built by a Boston University computer science student.
It learns from past forecasting errors by comparing weather predictions with the temperature that actually happened.
For example, if NWS often predicted 70F in Chicago, but the actual high was usually around 68F, the model learns that this source in this city overestimates the highest temperature by 2F.
Over time, it learns patterns across different cities, seasons and weather conditions.
So when a new forecast comes in, the model does not trust it blindly. It adjusts the forecast based on historical errors and produces a more accurate temperature estimate.
github.com/AruneshDev/Automated-Trading-System-Kalshi-Weather-Model
All of these bots include a simulation mode, so you can test them on real markets and see what pnl they can get without risking real funds.
It gets temperature data from multiple sources and uses a Gaussian Bucket strategy:
For example, if the forecast is 72F, it estimates that the final temperature will be between 71F and 73F.
After that, it compares this range with current prices on Polymarket and sends you a trading signal in Telegram.
The main feature of this bot - it can track its own results, learn and improve its own strategy over time.
github.com/nicolastinkl/hermes_weatherbot
A weather bot that analyzes different sources in real time, like forecasts, airport data and aviation observations (METAR and SPECI) to get the latest and most accurate temperature data.
Then it generates a detailed weather report for a specific city and day.
github.com/yangyuan-zhen/PolyWeather
NWS forecast bot with Kelly strategy. This bot scans NWS and gets the freshest temperature value in selected city and then compares it with current price on Polymarket.
It uses Kelly strategy to calculate the best trade size based on how strong this edge is and can also automatically execute trades.
github.com/MoonsatProtocol/Polymarket-Weather-Bot
GFS based weather trading bot. It uses 31 different forecast scenarios from the Global Forecast System for a specific city and day to estimate the most accurate temperature outcome.
Then it automatically compares this value with current Polymarket prices to find mispriced opportunities and execute trades.
It has a dashboard where you can see and track all signals, trades, forecasts, trading pnl and more.
github.com/suislanchez/polymarket-kalshi-weather-bot
A full ML weather model:
1. This is a full machine learning weather model built by a Boston University computer science student.
It learns from past forecasting errors by comparing weather predictions with the temperature that actually happened.
For example, if NWS often predicted 70F in Chicago, but the actual high was usually around 68F, the model learns that this source in this city overestimates the highest temperature by 2F.
Over time, it learns patterns across different cities, seasons and weather conditions.
So when a new forecast comes in, the model does not trust it blindly. It adjusts the forecast based on historical errors and produces a more accurate temperature estimate.
github.com/AruneshDev/Automated-Trading-System-Kalshi-Weather-Model
All of these bots include a simulation mode, so you can test them on real markets and see what pnl they can get without risking real funds.
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Boss: “ so you’re going to have to work overtime this weekend without pay, how does that sound?”
Me: “that sounds wonderful”
Me: “that sounds wonderful”
🇨🇭 Global One SI - Prompt
Unemployment could hit 20% by 2028. This would be the worst job market since the 1929 Great Depression.
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💼 Job loss from AI.
A compilations of opinions by today's leading figures.
We need to be prepared.
A compilations of opinions by today's leading figures.
We need to be prepared.
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"Anything that involves information, anything short of shaping atoms, AI can do 50% of all those jobs right now"
- Elon Musk
He says white-collar work goes first because it only manipulates information, not atoms. If a job is basically typing, clicking, researching, writing, analyzing or teaching on a screen, AI can do it.
The shift will lag due to inertia, but competition will force faster adoption when AI-heavy firms outperform AI-light firms.
And then humanoid robots will take most blue-collar jobs. Once machines can “shape atoms,” robots will do physical work in factories, logistics, maintenance, construction, and even run data centers.
He expects far more humanoid robots than humans, initially scarce then plentiful, with the main bottlenecks being power, cooling, and materials, not software.
- Elon Musk
He says white-collar work goes first because it only manipulates information, not atoms. If a job is basically typing, clicking, researching, writing, analyzing or teaching on a screen, AI can do it.
The shift will lag due to inertia, but competition will force faster adoption when AI-heavy firms outperform AI-light firms.
And then humanoid robots will take most blue-collar jobs. Once machines can “shape atoms,” robots will do physical work in factories, logistics, maintenance, construction, and even run data centers.
He expects far more humanoid robots than humans, initially scarce then plentiful, with the main bottlenecks being power, cooling, and materials, not software.
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2025-26 : “We’re laying off humans because AI is more cost efficient”
2027-28 : “Turns out humans are actually cheaper than AI”
2027-28 : “Turns out humans are actually cheaper than AI”
Incel culture probably has an expiration date.
The moment sex robots become genuinely convincing companions, not just toys, but emotionally responsive, affectionate, loyal, customizable partners, a huge part of the loneliness market collapses overnight.
Not all of it, obviously.
But a lot of the bitterness, resentment, and status panic around sex and dating will suddenly look very obsolete.
The future won’t “fix” everyone.
But it will make some current social problems look strangely medieval.
The moment sex robots become genuinely convincing companions, not just toys, but emotionally responsive, affectionate, loyal, customizable partners, a huge part of the loneliness market collapses overnight.
Not all of it, obviously.
But a lot of the bitterness, resentment, and status panic around sex and dating will suddenly look very obsolete.
The future won’t “fix” everyone.
But it will make some current social problems look strangely medieval.
🇨🇭 Global One SI - Prompt
Most people think AI runs on GPUs. That's like saying the internet runs on browsers. Modern AI is powered by an entire ecosystem of processors: 🧠 CPU → Coordinates everything ⚡ GPU → Trains massive models 🔷 TPU → Accelerates tensor operations 📱 NPU → Brings…
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That's how Minecraft works 😂
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Iran ha a big oil problem 🛢️
🔸Over 58 million barrels of Iranian crude are floating at sea, more than 90% without a confirmed buyer
🔸China, Iran's largest customer, is running refiners at the lowest utilization in 9 years, Iranian imports have more than halved
🔸India is locked into Russian barrels, Europe won't touch it over insurance risk and fears US sanctions snap back
Iran rushed millions of barrels onto the market the moment access reopened.
The demand side never showed up.
Iran got its market access back. It didn't get its market back.
🔸Over 58 million barrels of Iranian crude are floating at sea, more than 90% without a confirmed buyer
🔸China, Iran's largest customer, is running refiners at the lowest utilization in 9 years, Iranian imports have more than halved
🔸India is locked into Russian barrels, Europe won't touch it over insurance risk and fears US sanctions snap back
Iran rushed millions of barrels onto the market the moment access reopened.
The demand side never showed up.
Iran got its market access back. It didn't get its market back.
Silicon valley: ai is the biggest money machine ever
Meanwhile...
Estimated cumulative ai spend vs revenue:
1. Amazon: $331b spent → $22b revenue
2. Google: $303b spent → $25b revenue
3. Meta: $238b spent → $3b revenue
4. Microsoft: $256b spent → $31b revenue
5. Openai: $62b spent → $26.7b revenue
6. Anthropic: $33b spent → $22b revenue
Maybe it’s the most expensive infrastructure war in history.
The direct payback is still mostly a promise.
Meanwhile...
Estimated cumulative ai spend vs revenue:
1. Amazon: $331b spent → $22b revenue
2. Google: $303b spent → $25b revenue
3. Meta: $238b spent → $3b revenue
4. Microsoft: $256b spent → $31b revenue
5. Openai: $62b spent → $26.7b revenue
6. Anthropic: $33b spent → $22b revenue
Maybe it’s the most expensive infrastructure war in history.
The direct payback is still mostly a promise.
🇺🇸 AMERICA TURNS 250 YEARS OLD TODAY.
Here's where the US stock market stood at every major milestone:
1776: No stock market or central bank. Market cap: $0.
1826 (50 years): NYSE in early days, trading mainly bank stocks and government bonds. Market cap: $100 Million Approx.
1876 (100 years): Railroad stocks dominated, then crashed. Market cap: $1-2 billion.
1926 (150 years): S&P near 17. Market cap: $90 billion.
1976 (200 years): S&P near 100. Market cap: $800 billion.
2026 (250 years): S&P near 7,500. Market cap: $68 trillion.
From $0 to $68 trillion in 250 years.
One of the greatest wealth machines in human history.
Here's where the US stock market stood at every major milestone:
1776: No stock market or central bank. Market cap: $0.
1826 (50 years): NYSE in early days, trading mainly bank stocks and government bonds. Market cap: $100 Million Approx.
1876 (100 years): Railroad stocks dominated, then crashed. Market cap: $1-2 billion.
1926 (150 years): S&P near 17. Market cap: $90 billion.
1976 (200 years): S&P near 100. Market cap: $800 billion.
2026 (250 years): S&P near 7,500. Market cap: $68 trillion.
From $0 to $68 trillion in 250 years.
One of the greatest wealth machines in human history.