🇨🇭 Global One SI - Prompt
SpaceX's D3 chip unlocks orbital data centers that shatter Earth's AI energy limits Sun-synchronous orbits deliver 5-13x more solar energy per area than ground panels while deep space vacuum cooling eliminates water use, targeting one terawatt of capacity…
Space data centers aren’t going anywhere before the mid 2030s. Even Google’s optimistic math says launch costs must fall below $200/kg, while cooling, repairs and orbital networking remain unproven at scale. Elon can fly a GPU next year. That doesn’t make it a viable data center.
🇨🇭 Global One SI - Prompt
Space data centers aren’t going anywhere before the mid 2030s. Even Google’s optimistic math says launch costs must fall below $200/kg, while cooling, repairs and orbital networking remain unproven at scale. Elon can fly a GPU next year. That doesn’t make…
I’m team Sam on this one. Elon calling people scammers while pitching space datacenters is just way too funny. Sam cooked him. 🤣
🇨🇭 Global One SI - Prompt
"cardiac arrest" 😉
🇺🇸🇺🇦🇷🇺‼️🚨 LINDSEY GRAHAM'S TIMELINE
Last 48 hours:
1) Visits Ukrainian drone factories
2) Russia strikes drone factories
3) Graham “dies suddenly”
It could, of course, be a sudden heart attack right after returning home, but it could also be that he was struck in a drone factory by Russia.
Could someone in the administration have sent him there to get rid of him, knowing of the strike?
It seems odd.
Was it an internal US coup, Russian strike, or just a sudden heart attack?
Last 48 hours:
1) Visits Ukrainian drone factories
2) Russia strikes drone factories
3) Graham “dies suddenly”
It could, of course, be a sudden heart attack right after returning home, but it could also be that he was struck in a drone factory by Russia.
Could someone in the administration have sent him there to get rid of him, knowing of the strike?
It seems odd.
Was it an internal US coup, Russian strike, or just a sudden heart attack?
🇨🇭 Global One SI - Prompt
🇺🇸🇺🇦🇷🇺‼️🚨 LINDSEY GRAHAM'S TIMELINE Last 48 hours: 1) Visits Ukrainian drone factories 2) Russia strikes drone factories 3) Graham “dies suddenly” It could, of course, be a sudden heart attack right after returning home, but it could also be that he was…
To be clear, I have no clue what happened to him.
But here are some realities:
1) If Russia actually killed him, accidental or intentional doesn’t matter … then the U.S. would NEVER admit it (not instantly). That would create uncontrollable pressure for direct war with Russia. They would try to smooth it over somehow. Most likely pretending he died in a different way.
2) In the high-stakes geopolitical game Lindsey participated in, people can be gotten rid of. It’s about trillions of dollars and millions of deaths. People are ruthless. And Lindsey flew too close to the sun. He basically was involved in the regime change US foreign policy of 2026 and that went not so well … he wanted to push more and further.
Remember, Trump went through multiple assassination attempts. How many Kennedys died? Everything is possible in world power.
3) Of course it can be just a sudden heart attack. But the timing is wild. Hey, that’s the randomness of life sometimes.
But here are some realities:
1) If Russia actually killed him, accidental or intentional doesn’t matter … then the U.S. would NEVER admit it (not instantly). That would create uncontrollable pressure for direct war with Russia. They would try to smooth it over somehow. Most likely pretending he died in a different way.
2) In the high-stakes geopolitical game Lindsey participated in, people can be gotten rid of. It’s about trillions of dollars and millions of deaths. People are ruthless. And Lindsey flew too close to the sun. He basically was involved in the regime change US foreign policy of 2026 and that went not so well … he wanted to push more and further.
Remember, Trump went through multiple assassination attempts. How many Kennedys died? Everything is possible in world power.
3) Of course it can be just a sudden heart attack. But the timing is wild. Hey, that’s the randomness of life sometimes.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$94 billion💰
That's what the top 10 FPSO projects to 2030 are worth.
9 of them are in the South Atlantic 🌊⚡
This chart tells you where the next decade of deepwater oil is being built.
The South Atlantic is the new frontier.
Brazil, Guyana, Suriname dominate.
Nigeria is the only non-South Atlantic entry in the top 10.
The 2 names at the top:
ExxonMobil holds the top 2 spots Uaru and Whiptail, both in Guyana, both valued at $12.7 billion each.
Guyana's Stabroek block is rewriting deepwater economics.
5 of the top 10 are Petrobras Atapu, Sepia, Buzios X, XI and IX (Franco).
Buzios alone is one of the largest pre-salt accumulations ever discovered. 3 more FPSOs planned there,2 already producing.
Brazilian pre-salt is not a bet. It's a production engine.
IOCs talked about capital discipline for years.
This list shows where the capital actually went.
Deepwater South Atlantic.
High-margin, long-life barrels.
Large-scale FPSOs that produce for decades.
The "back to barrels" strategy has a geography.
That's what the top 10 FPSO projects to 2030 are worth.
9 of them are in the South Atlantic 🌊⚡
This chart tells you where the next decade of deepwater oil is being built.
The South Atlantic is the new frontier.
Brazil, Guyana, Suriname dominate.
Nigeria is the only non-South Atlantic entry in the top 10.
The 2 names at the top:
ExxonMobil holds the top 2 spots Uaru and Whiptail, both in Guyana, both valued at $12.7 billion each.
Guyana's Stabroek block is rewriting deepwater economics.
5 of the top 10 are Petrobras Atapu, Sepia, Buzios X, XI and IX (Franco).
Buzios alone is one of the largest pre-salt accumulations ever discovered. 3 more FPSOs planned there,2 already producing.
Brazilian pre-salt is not a bet. It's a production engine.
IOCs talked about capital discipline for years.
This list shows where the capital actually went.
Deepwater South Atlantic.
High-margin, long-life barrels.
Large-scale FPSOs that produce for decades.
The "back to barrels" strategy has a geography.
🇨🇭 Global One SI - Prompt
GPT-5.6 Prompting Masterclass (by OpenAI)
If you still haven't taken the time to set up Hermes agent, you'll want to save this.
Step-by-step walkthrough of exactly how to set up Hermes.👇
(how to install Hermes, connect tools, build a memory system & more)
Step-by-step walkthrough of exactly how to set up Hermes.👇
(how to install Hermes, connect tools, build a memory system & more)
✍1
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Life of Gen Z
- School is a scam.
- College degree is useless.
- COVID stole prime memories.
- Al replace your jobs.
- Houses cost your soul + 30 years.
- WW3 looks like it’s coming quick.
- And boomers still say you're lazy
- School is a scam.
- College degree is useless.
- COVID stole prime memories.
- Al replace your jobs.
- Houses cost your soul + 30 years.
- WW3 looks like it’s coming quick.
- And boomers still say you're lazy
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"Think twice"
i don't even think once
i don't even think once
Space data centers are not impossible. Elon’s timeline is the bullshit part.
Google is actually working on this. Even its optimistic analysis says launch prices need to fall below $200 per kg before orbital compute starts looking competitive. Today they are still in the thousands, and Google projects that threshold only by the mid 2030s.
Then comes the engineering. Space is cold, but a vacuum cannot carry heat away. Every watt from a GPU must ultimately leave through massive radiators, and nothing close to data center scale has ever flown. Add radiation, shielding, huge solar arrays, extreme bandwidth requirements and hardware failures.
On Earth, technicians replace dead GPUs. In orbit, dead hardware stays dead unless you launch replacements or develop autonomous repair systems that do not exist at this scale. Meanwhile, new AI hardware arrives every year.
Flying a prototype next year is believable. That proves a chip can run in space. It does not prove orbital data centers make economic sense.
Commercial scale is a mid 2030s project at the absolute earliest, probably later. Right now this is investor fan fiction.
Google is actually working on this. Even its optimistic analysis says launch prices need to fall below $200 per kg before orbital compute starts looking competitive. Today they are still in the thousands, and Google projects that threshold only by the mid 2030s.
Then comes the engineering. Space is cold, but a vacuum cannot carry heat away. Every watt from a GPU must ultimately leave through massive radiators, and nothing close to data center scale has ever flown. Add radiation, shielding, huge solar arrays, extreme bandwidth requirements and hardware failures.
On Earth, technicians replace dead GPUs. In orbit, dead hardware stays dead unless you launch replacements or develop autonomous repair systems that do not exist at this scale. Meanwhile, new AI hardware arrives every year.
Flying a prototype next year is believable. That proves a chip can run in space. It does not prove orbital data centers make economic sense.
Commercial scale is a mid 2030s project at the absolute earliest, probably later. Right now this is investor fan fiction.
🇨🇭 Global One SI - Prompt
It's a tremendous matrix. The best matrix. It has agents like you have not seen before. You would not believe it.
AI agents will save us so much time that we’ll finally have enough time to supervise the AI agents.
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🇨🇭 Global One SI - Prompt
Multi-Model Weighting on Polymarket Weather: How to Properly Weight ECMWF, GEFS and HRRR for Maximum Edge Most traders take a simple average of all models and think that’s good enough Top accounts weight models differently - depending on city, lead time…
Your Weather Model Is Wrong in a Predictable Way (and That's the Edge)
people assume a "good" weather model means an accurate one
that's not quite it. the edge isn't raw accuracy - it's knowing exactly how your model is wrong, and correcting for it
[ the thing nobody adjusts for ]
every forecast model has systematic bias that's specific to city, season, and lead time
GFS commonly runs a couple degrees warm in some US cities in summer
the same model can run cold in winter in the same city
ECMWF is generally stronger 3-10 days out but less reliable same-day in certain regions
if you're taking raw model output and comparing it straight to the market price, you're not finding real edge - you're finding your model's blind spot
[ how professional forecasters actually correct for this ]
this isn't guesswork, it's a known technique - a decaying (exponentially weighted) average of recent forecast errors, the same core method NWS uses to bias-correct MOS output
> for the city + lead time you trade most, log forecast vs actual observed high every day
> each day, error = forecast − observed
> your running correction updates as: new_correction = α × (today's error) + (1 − α) × (yesterday's correction)
> α controls how much weight recent errors get - higher α reacts faster to fresh bias, lower α is more stable but slower to catch drift. most operational setups land somewhere around 0.1-0.3
> apply: corrected forecast = raw forecast − running correction
this is different from a flat average because bias drifts - model versions get upgraded, seasons change the error profile
a decaying average automatically weights recent behavior more than data from two months ago
on tight 1-2 degree buckets this correction alone can turn a marginal, break-even setup into a real one
[ why most people skip this step ]
it's boring. comparing raw forecast to price feels like enough work already
but raw model output vs market price is the setup everyone else is already doing - the correction step is where the actual edge lives
[ the honest limitation ]
bias correction is a slow-moving edge. it won't create huge dislocations, it just nudges marginal setups into profitable ones.
Once you've corrected for bias, check if the market already agrees with you
Market Strength in Parity shows how sharp traders (10k$+ PnL, 100k$+ volume) are positioned across Yes/No on that specific market
> Stacked on your side → independent confirmation your correction is picking up something real, not noise in your own sample
> Stacked against you → worth pausing before you size up
Check where sharp money actually sits on a market 👇
predictparity.com
people assume a "good" weather model means an accurate one
that's not quite it. the edge isn't raw accuracy - it's knowing exactly how your model is wrong, and correcting for it
[ the thing nobody adjusts for ]
every forecast model has systematic bias that's specific to city, season, and lead time
GFS commonly runs a couple degrees warm in some US cities in summer
the same model can run cold in winter in the same city
ECMWF is generally stronger 3-10 days out but less reliable same-day in certain regions
if you're taking raw model output and comparing it straight to the market price, you're not finding real edge - you're finding your model's blind spot
[ how professional forecasters actually correct for this ]
this isn't guesswork, it's a known technique - a decaying (exponentially weighted) average of recent forecast errors, the same core method NWS uses to bias-correct MOS output
> for the city + lead time you trade most, log forecast vs actual observed high every day
> each day, error = forecast − observed
> your running correction updates as: new_correction = α × (today's error) + (1 − α) × (yesterday's correction)
> α controls how much weight recent errors get - higher α reacts faster to fresh bias, lower α is more stable but slower to catch drift. most operational setups land somewhere around 0.1-0.3
> apply: corrected forecast = raw forecast − running correction
this is different from a flat average because bias drifts - model versions get upgraded, seasons change the error profile
a decaying average automatically weights recent behavior more than data from two months ago
on tight 1-2 degree buckets this correction alone can turn a marginal, break-even setup into a real one
[ why most people skip this step ]
it's boring. comparing raw forecast to price feels like enough work already
but raw model output vs market price is the setup everyone else is already doing - the correction step is where the actual edge lives
[ the honest limitation ]
bias correction is a slow-moving edge. it won't create huge dislocations, it just nudges marginal setups into profitable ones.
Once you've corrected for bias, check if the market already agrees with you
Market Strength in Parity shows how sharp traders (10k$+ PnL, 100k$+ volume) are positioned across Yes/No on that specific market
> Stacked on your side → independent confirmation your correction is picking up something real, not noise in your own sample
> Stacked against you → worth pausing before you size up
Check where sharp money actually sits on a market 👇
predictparity.com
✍1
🇨🇭 Global One SI - Prompt
Video
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Definitely raiding an island somewhere
🔥1
🇨🇭 Global One SI - Prompt
If you still haven't taken the time to set up Hermes agent, you'll want to save this. Step-by-step walkthrough of exactly how to set up Hermes.👇 (how to install Hermes, connect tools, build a memory system & more)
If you're wondering where to start with incorporating AI into your trading, you'll want to save this.
How to build a performance review dashboard with Claude (step-by-step)
How to build a performance review dashboard with Claude (step-by-step)
✍1
Europe's trade deficit with China is not evenly spread.
It is concentrated in exactly the sectors China targeted.
1. Electrical machinery: deficit widened past 150 billion euros.
2. Organic chemicals: nearly 40 billion.
3. Lithium-ion batteries: over 20 billion, and accelerating.
4. Electric vehicles: from near zero to 8 billion in 6 years.
This is not diffuse trade imbalance.
It is dual circulation working exactly as designed.
It is concentrated in exactly the sectors China targeted.
1. Electrical machinery: deficit widened past 150 billion euros.
2. Organic chemicals: nearly 40 billion.
3. Lithium-ion batteries: over 20 billion, and accelerating.
4. Electric vehicles: from near zero to 8 billion in 6 years.
This is not diffuse trade imbalance.
It is dual circulation working exactly as designed.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Russians are paying 330 rubles a liter for gasoline right now.
After waiting hours in line to find any at all.
That converts to 16.30 dollars a US gallon.
Compare that to the 3.85 dollars Americans are paying at the pump this summer.
This is what a fuel crisis actually looks like when the refineries stop running.
After waiting hours in line to find any at all.
That converts to 16.30 dollars a US gallon.
Compare that to the 3.85 dollars Americans are paying at the pump this summer.
This is what a fuel crisis actually looks like when the refineries stop running.
👏1💯1🍾1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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The US Navy just turned back 8 Iranian oil tankers in the Strait of Hormuz, forcing them to reverse course.
Iran closed the strait to everyone.
The US Navy is now deciding whose oil actually moves through it.
That is the 5th Fleet doing exactly what the chokepoints table says it does.
Policing the strait that carries 30% of the world's seaborne crude, and now explicitly denying Iran's own barrels.
Iran closed the strait to everyone.
The US Navy is now deciding whose oil actually moves through it.
That is the 5th Fleet doing exactly what the chokepoints table says it does.
Policing the strait that carries 30% of the world's seaborne crude, and now explicitly denying Iran's own barrels.
✍1
🇨🇭 Global One SI - Prompt
Ukraine's drone units claim 76 Russian vessels hit in the Azov and Black Seas in just 5 days. Claimed, per Ukrainian UAV units: 🚨28 more vessels engaged on the night of July 11 alone Total of 76 vessels hit between July 6 and July 11 Source: the units…
Even Russian media is now confirming the disruption.
Rybar reports the Azov-Don Canal has been suspended.
Freight costs and insurance premiums are rising, delivery times are stretching, and fewer captains are willing to run the route at all.
Crimea depends on maritime transport for most of its supply.
This is not Ukrainian claims anymore. This is Russia's own press describing a logistics system breaking down.
Rybar reports the Azov-Don Canal has been suspended.
Freight costs and insurance premiums are rising, delivery times are stretching, and fewer captains are willing to run the route at all.
Crimea depends on maritime transport for most of its supply.
This is not Ukrainian claims anymore. This is Russia's own press describing a logistics system breaking down.
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