🇨🇭 Global One SI - Prompt
Photo
I keep wondering when local AI models running on normal 16 GB RAM machines will catch up to what GPT-5.6 Sol and Fable 5 can do today.
My guess is around 18 months. What do you think?
My guess is around 18 months. What do you think?
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⚡Five technology routes around the AI bandwidth wall. They disagree on everything except what they buy.
Pluggables, LPO, CPO, optical I/O, photonic compute → every path still starts with an InP laser and a substrate to sit on. You don't have to pick the winning route to own what every route needs.
$AAOI $LITE $COHR $SIVE $SIVEF $LPKFF $GLW
Pluggables, LPO, CPO, optical I/O, photonic compute → every path still starts with an InP laser and a substrate to sit on. You don't have to pick the winning route to own what every route needs.
$AAOI $LITE $COHR $SIVE $SIVEF $LPKFF $GLW
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Someone built a UI where AI agents play as entire civilizations, each one making its own decisions in real time.
Rome, Egypt, Greece, Mali, all running their own decision trees.
Is watchable AI the next interface, not chat windows?
Rome, Egypt, Greece, Mali, all running their own decision trees.
Is watchable AI the next interface, not chat windows?
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Investors trying to predict the market
The maket :
The maket :
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When you realize your 9-5 job is actually 8-7 because you can not teleport to work
🇨🇭 Global One SI - Prompt
There’s a real chance China wins the AI race, maybe 50 percent at this point. And Anthropic deserves part of the blame. If Western labs keep treating capability like a disease, nerfing models, restricting useful workflows, and turning frontier AI into a…
🇨🇳CHINA COULD CRASH THE US STOCK MARKET
The weapon isn't tariffs. It's free AI.
Open models, near-frontier, up to 33x cheaper already handling more tokens than US models.
Solar. EVs. Batteries. Now this.
It's called model-dumping.
The weapon isn't tariffs. It's free AI.
Open models, near-frontier, up to 33x cheaper already handling more tokens than US models.
Solar. EVs. Batteries. Now this.
It's called model-dumping.
GLM 5.2 is 5x cheaper than Opus 4.8 and 11x than Fable 5, yet it tops PostTrainBench.
That’s exciting because lower costs make personalized intelligence economically viable. Every company and country should be able to own models trained on its own data and have sovereignty over it. The future is millions of models, each crafted around the data, values, and decisions of the people who rely on them.
That’s exciting because lower costs make personalized intelligence economically viable. Every company and country should be able to own models trained on its own data and have sovereignty over it. The future is millions of models, each crafted around the data, values, and decisions of the people who rely on them.
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"F*ck you" money is not an amount in your bank account
it's a state of physics
It's the point where your personal gravity becomes so immense that the world's rules, its expectations, its judgments
they all start to bend around you
You are not playing their game anymore you've become the game
The goon buys a lambo to signal he has money the king achieves a state of such profound detachment that the lambo becomes irrelevant
Stop chasing the money start building the gravity the money is a byproduct
it's a state of physics
It's the point where your personal gravity becomes so immense that the world's rules, its expectations, its judgments
they all start to bend around you
You are not playing their game anymore you've become the game
The goon buys a lambo to signal he has money the king achieves a state of such profound detachment that the lambo becomes irrelevant
Stop chasing the money start building the gravity the money is a byproduct
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🇨🇭 Global One SI - Prompt
$PLTR The Dip Was the Setup — Sovereign AI Catalyst Ignites Palantir just got the ultimate co-sign: Jensen Huang calling it “the single most important enterprise stack in the world.” The Nvidia partnership expansion for sovereign AI is a game-changer. The…
$PLTR Hourly Buying Pressure Building: AI Data Giant Extending Trend
Tremendous absorption on the hourly with strong green candles and volume support — Fonsie Channels confirming the uptrend remains firmly intact.
The Pure Technicals:
✅ Clear higher lows on the hourly with aggressive buying on dips
✅ Fonsie Channels expanding upward validating momentum
✅ Heavy volume confirming institutional conviction
✅ Holding key intraday support with continuation setup
Price Levels to Watch:
• Next Target: $135 - $140 zone
• Stretch Target: $150+ on sustained pressure
• Key Support: $125 - $128 (current base)
Quick DD:
• Leading AI-powered data analytics platform delivering mission-critical software to commercial and government clients.
• Explosive commercial growth accelerating alongside sticky government contracts.
• Dominant position in the AI infrastructure boom with expanding platform adoption.
• Consistent execution driving re-rating higher.
Hourly action shows real conviction — when buying pressure like this builds, breakouts follow. Stay locked in. The U-turn is complete
Tremendous absorption on the hourly with strong green candles and volume support — Fonsie Channels confirming the uptrend remains firmly intact.
The Pure Technicals:
✅ Clear higher lows on the hourly with aggressive buying on dips
✅ Fonsie Channels expanding upward validating momentum
✅ Heavy volume confirming institutional conviction
✅ Holding key intraday support with continuation setup
Price Levels to Watch:
• Next Target: $135 - $140 zone
• Stretch Target: $150+ on sustained pressure
• Key Support: $125 - $128 (current base)
Quick DD:
• Leading AI-powered data analytics platform delivering mission-critical software to commercial and government clients.
• Explosive commercial growth accelerating alongside sticky government contracts.
• Dominant position in the AI infrastructure boom with expanding platform adoption.
• Consistent execution driving re-rating higher.
Hourly action shows real conviction — when buying pressure like this builds, breakouts follow. Stay locked in. The U-turn is complete
🇨🇭 Global One SI - Prompt
$HIMS/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
$HIMS Weekly Structure Turning Bullish: Telehealth Leader Rebuilding Momentum
Strong recovery off the lows on the weekly chart with expanding green structure — clear higher lows forming as the platform scales.
The Pure Technicals:
✅ Multi-month base complete with decisive higher lows established
✅ Fonsie Channels showing bullish realignment after consolidation
✅ Explosive volume spikes confirming institutional conviction
✅ Holding key support with clean path to retest prior highs
Price Levels to Watch:
• Next Target: $40 - $42 zone
• Stretch Target: $55+ on sustained breakout
• Key Support: $32 - $35 (current base)
Quick DD:
• Leading consumer-first telehealth platform delivering personalized solutions in sexual health, hair loss, skincare, mental health, and expanding into weight management.
• Rapid subscriber growth and diversified product suite driving strong revenue momentum.
• Strategic global expansion and recent analyst target raises (up to $40) highlighting confidence.
• Massive addressable market in personalized wellness with scalable digital model.
High-quality name rebuilding trend with real business tailwinds. When the weekly structure flips, big moves follow.
Strong recovery off the lows on the weekly chart with expanding green structure — clear higher lows forming as the platform scales.
The Pure Technicals:
✅ Multi-month base complete with decisive higher lows established
✅ Fonsie Channels showing bullish realignment after consolidation
✅ Explosive volume spikes confirming institutional conviction
✅ Holding key support with clean path to retest prior highs
Price Levels to Watch:
• Next Target: $40 - $42 zone
• Stretch Target: $55+ on sustained breakout
• Key Support: $32 - $35 (current base)
Quick DD:
• Leading consumer-first telehealth platform delivering personalized solutions in sexual health, hair loss, skincare, mental health, and expanding into weight management.
• Rapid subscriber growth and diversified product suite driving strong revenue momentum.
• Strategic global expansion and recent analyst target raises (up to $40) highlighting confidence.
• Massive addressable market in personalized wellness with scalable digital model.
High-quality name rebuilding trend with real business tailwinds. When the weekly structure flips, big moves follow.
🇨🇭 Global One SI - Prompt
$FCEL probably one of my best calls this year IM SEEING FREEDOM
$FCEL Perfect Timing on the Pullback: High-Conviction Energy Transition Entry
Daily chart locks in the setup — sharp but constructive dip into strong support after the parabolic leg. Volume profile and structure scream excellent risk/reward right here.
The Pure Technicals:
✅ Orderly retracement respecting the dominant uptrend and Fonsie Channels support
✅ Holding the breakout shelf with rising 200MA providing dynamic floor
✅ Volume drying up on the downside — classic sign of weak selling pressure
✅ Momentum oscillators resetting cleanly, ready for the next impulse leg
Price Levels to Watch:
• Next Target: $33 - $38 (immediate resistance retest)
• Stretch Target: $42+ on continuation
• Key Support: $26 - $28 (current sweet spot — perfect entry zone)
Quick DD:
• Pure-play fuel cell technology delivering scalable clean power solutions amid surging demand from data centers and decarbonization mandates.
• Strategic positioning in hydrogen infrastructure with expanding commercial deployments.
• Multi-year visibility from project backlog and global energy transition tailwinds.
• Recent price action reflects healthy consolidation, not fundamental shift.
Now is the moment — when strong names pull back on no news into technical support, it’s time to act. The setup is clean and the risk/reward is asymmetric
Daily chart locks in the setup — sharp but constructive dip into strong support after the parabolic leg. Volume profile and structure scream excellent risk/reward right here.
The Pure Technicals:
✅ Orderly retracement respecting the dominant uptrend and Fonsie Channels support
✅ Holding the breakout shelf with rising 200MA providing dynamic floor
✅ Volume drying up on the downside — classic sign of weak selling pressure
✅ Momentum oscillators resetting cleanly, ready for the next impulse leg
Price Levels to Watch:
• Next Target: $33 - $38 (immediate resistance retest)
• Stretch Target: $42+ on continuation
• Key Support: $26 - $28 (current sweet spot — perfect entry zone)
Quick DD:
• Pure-play fuel cell technology delivering scalable clean power solutions amid surging demand from data centers and decarbonization mandates.
• Strategic positioning in hydrogen infrastructure with expanding commercial deployments.
• Multi-year visibility from project backlog and global energy transition tailwinds.
• Recent price action reflects healthy consolidation, not fundamental shift.
Now is the moment — when strong names pull back on no news into technical support, it’s time to act. The setup is clean and the risk/reward is asymmetric
🇨🇭 Global One SI - Prompt
Compute is the new gold Goldman sachs estimates $7.6t in ai infrastructure spending between 2026 and 2031. Rhe breakdown: 1. compute...$5.1t...~67% 2. data centers...$2.15t...~28% 3. power...$358b...~5% Annual ai capex could grow from $765b in 2026...…
Ai chips are the new gold...
But the economics depend on one assumption:
How long does the silicon remain useful?
If chips last 3 years:
>Cumulative depreciation by 2031...$3.99t
>annual depreciation in 2031...$1.05t
If chips last 7 years:
>Cumulative depreciation by 2031...$2.23t
>annual depreciation in 2031...$728b
The same $5.1t compute buildout...
but nearly $1.8t difference in depreciation.
The ai infrastructure war may not be won by whoever buys the most chips...
But by whoever keeps them useful the longest.
But the economics depend on one assumption:
How long does the silicon remain useful?
If chips last 3 years:
>Cumulative depreciation by 2031...$3.99t
>annual depreciation in 2031...$1.05t
If chips last 7 years:
>Cumulative depreciation by 2031...$2.23t
>annual depreciation in 2031...$728b
The same $5.1t compute buildout...
but nearly $1.8t difference in depreciation.
The ai infrastructure war may not be won by whoever buys the most chips...
But by whoever keeps them useful the longest.
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If you’re wondering why chip useful life matters...
Here’s the proof.
>Meta is reportedly building a cloud business to sell excess ai compute.
Why?
>Unused gpus still depreciate every day.
Excess capacity must become revenue before the hardware becomes obsolete.
Selling compute helps justify up to $145b in 2026 infrastructure spending...while reducing meta’s dependence on advertising. (Reuters)
This is meta trying to monetize silicon before time destroys its economics.
Here’s the proof.
>Meta is reportedly building a cloud business to sell excess ai compute.
Why?
>Unused gpus still depreciate every day.
Excess capacity must become revenue before the hardware becomes obsolete.
Selling compute helps justify up to $145b in 2026 infrastructure spending...while reducing meta’s dependence on advertising. (Reuters)
This is meta trying to monetize silicon before time destroys its economics.
🇨🇭 Global One SI - Prompt
🇨🇳CHINA COULD CRASH THE US STOCK MARKET The weapon isn't tariffs. It's free AI. Open models, near-frontier, up to 33x cheaper already handling more tokens than US models. Solar. EVs. Batteries. Now this. It's called model-dumping.
🚨 CHINA JUST BUILT A CHIP THAT OUTPERFORMS NVIDIA BY UP TO 478 TIMES ON SPECIFIC AI TASKS.
Researchers from Peking University developed a neuromorphic chip that can reconstruct complex brain surfaces in under half a second.
The key difference from a standard GPU is architectural.
Traditional chips like Nvidia's A100 separate memory and processing into two distinct units, creating a bottleneck every time data moves between them.
This chip eliminates that bottleneck by performing storage and computation inside the same memory array simultaneously.
This is important because that bottleneck is one of the main reasons AI training is so expensive and power-hungry today.
Nvidia's dominance is built on solving that problem with brute-force hardware and massive memory bandwidth.
This chip solves it differently, at the architectural level.
The 478x figure applies to a specific task: real time neural surface reconstruction.
It is not a general-purpose performance claim. On most standard AI workloads, Nvidia's H100 and B200 chips still lead by a wide margin.
But the comparison to the A100 matters because the A100 is still the chip most enterprise customers actually run on. Nvidia's newest chips are out of reach for most buyers.
If a 40-nanometer chip built inside China's export-restricted chip environment can outperform the A100 by this margin on targeted workloads, it raises a real question about how necessary cutting-edge chip access actually is for specific AI applications.
This is exactly the argument DeepSeek made in January, that you can match frontier AI performance without frontier hardware, just with better architecture.
That one announcement wiped $600 billion from Nvidia's market cap in a single day.
Researchers from Peking University developed a neuromorphic chip that can reconstruct complex brain surfaces in under half a second.
The key difference from a standard GPU is architectural.
Traditional chips like Nvidia's A100 separate memory and processing into two distinct units, creating a bottleneck every time data moves between them.
This chip eliminates that bottleneck by performing storage and computation inside the same memory array simultaneously.
This is important because that bottleneck is one of the main reasons AI training is so expensive and power-hungry today.
Nvidia's dominance is built on solving that problem with brute-force hardware and massive memory bandwidth.
This chip solves it differently, at the architectural level.
The 478x figure applies to a specific task: real time neural surface reconstruction.
It is not a general-purpose performance claim. On most standard AI workloads, Nvidia's H100 and B200 chips still lead by a wide margin.
But the comparison to the A100 matters because the A100 is still the chip most enterprise customers actually run on. Nvidia's newest chips are out of reach for most buyers.
If a 40-nanometer chip built inside China's export-restricted chip environment can outperform the A100 by this margin on targeted workloads, it raises a real question about how necessary cutting-edge chip access actually is for specific AI applications.
This is exactly the argument DeepSeek made in January, that you can match frontier AI performance without frontier hardware, just with better architecture.
That one announcement wiped $600 billion from Nvidia's market cap in a single day.
🇨🇭 Global One SI - Prompt
Photo
How to build insanely powerful Claude Fable skills that automate your life:
(you'll want to save this)
(you'll want to save this)
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