Apple's M7 Ultra chip coming in 2029 is rumored to support 1.5TB of RAM.

This would make the processor much more capable for on-device AI.

Apple may lose the AI model race, but they could still win the hardware race.

Others will build the smartest models. Apple will sell the machines people actually run them on.

Local AI could become their biggest advantage.

$IREN $NBIS $PLUG $NEE $CEG | Carlyle agrees to sell data center power platform Copia Power to EQT for $2.6B, netting a fivefold return on the 2021 infrastructure asset.

The transaction addresses critical grid interconnection bottlenecks facing global cloud providers.

$IBM $IONQ $QUBT $RGTI $LAES | The White House hosts a major quantum innovation summit to execute a multi agency strategy following twin executive orders.

The policy push scales up infrastructure deployment and enforces post quantum cryptography timelines.

$PLTR $UMAC $KTOS $AVAV $DPRO | Munich based Helsing closes a massive $1.8B Series E funding round at an $18B valuation to solidify dominance in European defense AI.

The oversubscribed capital inflow accelerates autonomous military hardware manufacturing pipelines.

$UMAC $RCAT $KTOS $AVAV $NOC $DPRO | Ukraine authorizes a landmark export permit allowing F-Drones to ship 2,000 F10 attack UAVs to the United States.

The delivery fulfills a Phase 1 contract under the Pentagon's $1B Drone Dominance Program.

Russia seized over 700 million euros in European bank assets.

Now those banks are suing their own contractor over it.

Russian courts seized about 463 million euros from UniCredit and 260 million from Deutsche Bank, tied to guarantees on Linde's collapsed Ust-Luga gas project

Commerzbank and German state banks lost tens of millions more

UniCredit and Deutsche Bank are now suing Linde in Frankfurt, demanding it cover what Russian courts seized from them

Linde already got hit with a roughly 1 billion euro Russian court order, despite an arbitration clause

The sanctions bill is working through Western courts now.

Someone still pays it, they're fighting over who.

🇨🇳China's newest rocket burns LNG-derived methane. 🇷🇺Now Russia's does too.

Roscosmos is building Amur-LNG, a reusable first stage rocket running on liquid oxygen and LNG, explicitly compared to SpaceX's Falcon.

Same fuel choice, 2 separate space programs, both racing to catch an American company.

Gas is not a legacy fuel anymore. It is the propellant of the next space race.

🇺🇸 Donald Trump: A government shutdown in the US is possible in September if the filibuster is not abolished.

▪️Other statements by the US President:
• We are taking control of the Strait of Hormuz. Iran has nothing left. I will be the guardian of the Strait of Hormuz.
• The costs of protecting the strait must be reimbursed. We will be paid for protecting the Strait of Hormuz.
• The leaders of Iran are professional negotiators, but Iran has gained nothing from me.
• We had a deal, but Iran violated it.
• Last night, we launched a powerful strike against Iran. The US is preparing new, tougher strikes.
• Iran was "just minutes" away from creating nuclear weapons.

▪️Senior advisor to the Supreme Leader of Iran:
• Iran will defend the Strait of Hormuz to the end.
• There is no place for relinquishing control of the Strait of Hormuz in the mind of any true Iranian.

Filibuster: A procedure in the US Senate that allows for the delay or blocking of legislation.

$IREN $NBIS $HUT $MRVL $APLD | Meta expands the Richland Parish data center to a historic 5 gigawatts (GW) of compute capacity, raising total project investments past $50B.

The hyperscale AI facility secures $1B for local public infrastructure upgrades.

Plug Power $PLUG signs agreements with Stream Data Centers to monetize Texas and New York assets, generating over $80M in near term liquidity.

The wider strategic framework targets more than $275M in cumulative capital improvements.

$MU $WDC $LRCX $AMAT $KLAC | Profit taking hits the semiconductor sector following SK hynix’s massive $26.5B Wall Street ADR listing.

The supply chain correction accelerates as local analysts trim forward operating metrics below consensus.

The point of making money is not so you can buy everything. the point of making money is so that no one can buy you. real wealth is not about flexing with material things, it is about freedom. it is about having the power to say no, to walk away, to live life on your terms without being controlled by someone else’s paycheck or approval.

When you chase money for status, you stay a slave to it. but when you build money for freedom, it becomes a tool that works for you instead of the other way around. the goal is not to be owned by things but to own your time, your choices, and your future.

Money at its highest level is leverage. it gives you options, it gives you control, and it makes sure no one can dictate your value. because when you are truly free, that is when you are truly wealthy.

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI

The UAE is not waiting for Hormuz to reopen.

It is building around it.

DP World is in talks to develop a new multipurpose port at Fujairah, on the UAE's east coast, outside the strait entirely.

Containers would move overland by truck to Dubai, Abu Dhabi, and neighboring Gulf states instead of transiting Hormuz by sea.

This is not a shipping detour. It is regional infrastructure being redrawn around a chokepoint nobody trusts anymore.

Trump just named the US “The Guardian of the Hormuz Strait.”

And attached a price.

• Strait declared OPEN with or without Iran
• “The Iranian Blockade” reinstated blocks only Iran’s ships
• Every other country: free passage
• The catch: a 20% toll on all cargo shipped through

Translation: the US just turned the world’s most fought-over waterway into a toll road.

And named itself the toll collector. 🇺🇸💰

Trump just said the US will keep the Strait of Hormuz. Not police it.

Keep it.

"We are going to keep the Strait. But now we will make money."

This is not a Hormuz story anymore.

This is the map of strikes across Iran as of latest strikes.

Tehran, Hamedan, Isfahan, Ahvaz, Shiraz, and a cluster along the entire southern coast.

This is a nationwide campaign, not a chokepoint skirmish.

Every post this week has been 1 dot on this map.