$STEM/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$SIVE is structurally positioned to be a major winner in the next-generation AI and LiDAR boom by feeding its critical laser technology directly into the $AEVA $TSEM production.

At the core of this ecosystem is $AEVA LiDAR-on-Chip" platform.

Unlike traditional pulsed LiDAR, $AEVA Frequency Modulated Continuous Wave (FMCW) technology requires an incredibly precise, continuous source of light to measure both distance and instant velocity.

$SIVE photonics division manufactures the highly specialized CW-DFB laser arrays and optical amplifiers that serve as the fundamental "engine" of light for $AEVA sensors.

$AEVA designs the silicon photonics architecture but operates as a fabless company, relying on $TSEM, to manufacture the actual silicon wafers.

$SIVE advanced laser arrays are strategically integrated directly at the chip-and-wafer level.

By combining $SIVE custom indium phosphide (InP) laser sources with $TSEM high-volume silicon photonics manufacturing capabilities, the ecosystem delivers a fully integrated, mass-producible optical engine.

Ultimately, this means that as $TSEM ramps up massive wafer fabrication for $AEVA major automotive contracts (like Daimler Truck) and booming AI data center interconnect markets, $SIVE is guaranteed high-volume demand.

$SIVE lasers essentially "ride along" with $TSEM manufacturing scale, turning a niche, high-tech component into a globally deployed mass product without $SIVE having to build its own multi-billion dollar semiconductor fabs.

Salespeople every time they make money off people who lack financial skill

The sound 🎶 of scamming 😂

"I've been underpaid by my boss for two years. What should I do?"

ChatGPT: "You should talk to your boss in person and try to work it out.

Random X user:

By 2029, ai spend may exceed engineer salary...

Today it is around 40% of a senior engineer’s fully-loaded salary.

By 2029, estimates show:

1. Base case...1.4x engineer salary
2. Bull case...2.3x engineer salary

The engineer may not be the biggest cost anymore...

The compute behind them might be.

Coinbase CEO Brian Armstrong says AI is completely rebuilding the company.

- Developers at Coinbase now ship 2× more code than a year ago with AI.

- Best AI-enabled engineers are producing around 100 pull requests per week, compared to roughly 8 for the average developer.

- Traditional teams of 10 people are shrinking to 2-4 people, and in some cases just one human working alongside 10 AI agents.

- Coinbase estimates it already has the equivalent of 1,200 full-time AI agents collaborating with employees by writing code, creating designs, and assisting inside Slack.

- Armstrong says open-weight models are only about 3-6 months behind frontier models, yet are up to 99% cheaper to run. He predicts that within 12-18 months, around 80% of Coinbase's AI workloads will use these low-cost models, while only the most demanding 20% will rely on frontier models.

- The company is building a recursive self-improvement loop: AI collects thousands of customer requests, prioritizes them, writes the code, and humans simply review and approve the changes.

- Armstrong believes the future isn't one AI assistant, but one AI orchestrating hundreds or thousands of specialized AI agents that can buy services, complete work, and even manage money on your behalf.

- He argues this new agentic economy will require a completely new financial system where AI agents can own accounts and make tiny, frequent autonomous payments.

Future won't be powered by a handful of expensive AI models. It will be powered by millions of low-cost AI agents working together.

Developers vs Testers

Time doesn’t change people - it reveals them.

Listen this carefully,

RUMORS created by LIARS, spread by IDIOTS and believed by FOOLS.

Ex-Wall Street Banker:

"it's an industry that rewards psychopaths, and it's an industry that psychopaths thrive in."

Every junior analyst dreams of the lifestyle: the six-figure bonuses, the glamour, and the prestige. But behind closed doors, the reality is far more grotesque.

A former investment banker just exposed what really happens behind the scenes: from multi-million dollar insider trading rings disguised as "rumors" to absolute moral degradation, drug bings, and secret underground parties for elites.

It is the real, unglamorous version of "The Big Short" and "Wolf of Wall Street", explained by someone who spent 12 years playing for the team that didn't give a shit about anything except quarterly earnings.

The moment you realized you're now where you dreamed to be years ago.

Suspicious amount of money
Underground connections
Mysterious identities
Multiple passports
All black suits
Small circle
Private life

Everyone: "Study AI & ML, it pays so well"

Me after trying to understand the math behind it

#BTC/USDT H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt

I think China winning the AI race is way more plausible than people want to admit.

They have talent, scale, urgency, and far fewer regulations.

What odds would you give China right now?

TeraWulf $WULF signs a landmark 20 year AI infrastructure lease with Anthropic at the Justified Data campus in Kentucky.

The mega deal secures roughly $19B in contracted revenue to power a 401 MW critical IT load.

$IBM $IONQ $QUBT $RGTI $IREN | South Korea finalizes the Sixth Basic Plan for Science and Technology, committing over $130B to public R&D through 2030.

The blueprint allocates approximately $39B specifically to quantum computing and advanced AI.