🇨🇭 Global One SI - Prompt
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Explosions and fire reported by local residents.
But the sharper data point is what is happening on the water.
With refining capacity offline, Russia has to export more crude instead of processing it, and it cannot find buyers fast enough.
Crude held on tankers is back near the highs seen at the start of the year.
The refinery campaign is not just cutting supply. It is creating a crude glut Russia cannot place.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
Every commodities to stocks ratio extreme in the last 35 years marked a turning point.
Extreme relative valuations do not last... They break.
1999, stocks so dominant commodities became irrelevant
2000s, commodities entered a decade long boom
2008, commodities became consensus, the GFC ended it
2026, the ratio sits near multi decade lows again⚠️
Everything covered this month, refineries under attack, Hormuz closed, Chinese stockpiles drawing down, is happening while commodities are this cheap relative to stocks.
That is the setup.
Extreme relative valuations do not last... They break.
1999, stocks so dominant commodities became irrelevant
2000s, commodities entered a decade long boom
2008, commodities became consensus, the GFC ended it
2026, the ratio sits near multi decade lows again⚠️
Everything covered this month, refineries under attack, Hormuz closed, Chinese stockpiles drawing down, is happening while commodities are this cheap relative to stocks.
That is the setup.
🇨🇭 Global One SI - Prompt
How to never hit your usage limits with GPT-5.6 Sol
GPT-5.6 sol is half the price and ~twice as token efficient as fable in many cases for accomplishing the same task.
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🇨🇭 Global One SI - Prompt
OpenAI waking up and choosing violence against Anthropic
Anthropic absolutely fumbled the compute build-out. OpenAI is now the only AI company that can run AI Agents at their scale.
$DYAI On my long-term radar !! Loving this long-term chart!
Dyadic International Inc. is developing protein production platforms for healthcare, food, and industrial biotech. With its proprietary C1 and Dapibus™️ technologies, the company is pursuing multiple revenue streams through licensing, royalties, milestone payments, and commercial products while expanding partnerships across several markets.
Why the chart caught my eye:
Macro Trend Shift: Reclaiming the crucial $1.00 psychological level, neutralizing Nasdaq delisting concerns, and smashing a multi-year descending trendline on the weekly.
The Squeeze Math: A rock-solid double bottom at $0.65 confirmed by massive green volume bars. With a tight 27M share float, clearing the $1.18 pivot opens up a massive weekly liquidity vacuum straight up to $2.05 (+100.8% upside target).
Global Validation: High-margin C1 platform is fully funded and validated by heavyweights like the Gates Foundation and CEPI, backed by a staggering 182% YoY Q1 revenue surge.
Keeping this weekly macro reversal on high alert as the technicals align perfectly with fundamental scaling.
Peers: $APLM $CRVO $GRDX $IGC $LSTA $NRSN $PLRZ $SER $SKYE $SNTI
Dyadic International Inc. is developing protein production platforms for healthcare, food, and industrial biotech. With its proprietary C1 and Dapibus™️ technologies, the company is pursuing multiple revenue streams through licensing, royalties, milestone payments, and commercial products while expanding partnerships across several markets.
Why the chart caught my eye:
Macro Trend Shift: Reclaiming the crucial $1.00 psychological level, neutralizing Nasdaq delisting concerns, and smashing a multi-year descending trendline on the weekly.
The Squeeze Math: A rock-solid double bottom at $0.65 confirmed by massive green volume bars. With a tight 27M share float, clearing the $1.18 pivot opens up a massive weekly liquidity vacuum straight up to $2.05 (+100.8% upside target).
Global Validation: High-margin C1 platform is fully funded and validated by heavyweights like the Gates Foundation and CEPI, backed by a staggering 182% YoY Q1 revenue surge.
Keeping this weekly macro reversal on high alert as the technicals align perfectly with fundamental scaling.
Peers: $APLM $CRVO $GRDX $IGC $LSTA $NRSN $PLRZ $SER $SKYE $SNTI
$INBS is coiled to destroy this daily resistance trendline!
Look at this daily chart—the setup is absolute gold. The compression is reaching its absolute limit, and the spring is fully loaded:
1️⃣ The Trendline Breakout: Price is sitting right at $2.27, knocking directly on the door of the descending resistance line. A clean break over $2.35 triggers the ultimate green light.
2️⃣ Extreme Compression: Fonsie Channels have completely constricted, and the TTM Squeeze indicator is flashing a bright red dot—signaling massive, explosive volatility is about to be released.
3️⃣ The Void to $5.00 (+98.8% Gap): Look at the cloud and the sheer lack of overhead resistance above $2.35. Once this micro-float clears the trendline, there is a massive liquidity vacuum waiting to pull it straight to the $5.00 macro target.
With an incredibly low float and the major FDA clinical study wrapping up this month, this bottom-reversal pattern is not going to wait around.
The early birds are already positioning. Get ready for the volume spike!
Look at this daily chart—the setup is absolute gold. The compression is reaching its absolute limit, and the spring is fully loaded:
1️⃣ The Trendline Breakout: Price is sitting right at $2.27, knocking directly on the door of the descending resistance line. A clean break over $2.35 triggers the ultimate green light.
2️⃣ Extreme Compression: Fonsie Channels have completely constricted, and the TTM Squeeze indicator is flashing a bright red dot—signaling massive, explosive volatility is about to be released.
3️⃣ The Void to $5.00 (+98.8% Gap): Look at the cloud and the sheer lack of overhead resistance above $2.35. Once this micro-float clears the trendline, there is a massive liquidity vacuum waiting to pull it straight to the $5.00 macro target.
With an incredibly low float and the major FDA clinical study wrapping up this month, this bottom-reversal pattern is not going to wait around.
The early birds are already positioning. Get ready for the volume spike!
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
1000 days since October 7.
The Middle East that exists today is not the one anyone modeled at the start.
Every war remaps who trusts whom.
Saudi Arabia and UAE's positions relative to Iran visibly crossed. So did Qatar and Syria's relative to Israel.
Trade routes redrawn around Hormuz.
Battlefields expanded from Gaza to Iran's interior.
Public opinion split along new lines.
This is a region resetting its alliances in real time.
The Middle East that exists today is not the one anyone modeled at the start.
Every war remaps who trusts whom.
Saudi Arabia and UAE's positions relative to Iran visibly crossed. So did Qatar and Syria's relative to Israel.
Trade routes redrawn around Hormuz.
Battlefields expanded from Gaza to Iran's interior.
Public opinion split along new lines.
This is a region resetting its alliances in real time.
🇨🇭 Global One SI - Prompt
The US is about to charge $30 million per tanker to cross the Strait of Hormuz. Trump just declared the US the "Guardian of the Hormuz Strait" and said it will take a 20% cut on all cargo passing through. Here is what that actually means. A fully loaded…
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Trump says Gulf leaders called him and asked to replace the 20% fee with investments into the US instead.
He says kings and rulers from major Gulf states told him they would rather put billions of dollars into the United States than pay the fee.
He says kings and rulers from major Gulf states told him they would rather put billions of dollars into the United States than pay the fee.
🇯🇵 JAPAN IS PLAYING A VERY DANGEROUS GAME HERE.
Currently, Japan is exploring ways to encourage its state pension funds to increase investments in domestic assets, which includes shifting capital into government bonds and even Japanese yen.
This is why Japanese bond yields are dropping hard while yen is strengthening a bit.
But this is all just a short-term thing.
Poland and Argentina have already tried this before, and they failed miserably in the long term.
Not only that, this move pushed the government debt onto their citizens.
Japan is thinking of doing the same, and it won't change anything in the long term.
Bond yields will rise again, the yen will continue to devalue, and economic growth will slow down.
And in the end, there'll be a recession or even a depression in Japan.
Currently, Japan is exploring ways to encourage its state pension funds to increase investments in domestic assets, which includes shifting capital into government bonds and even Japanese yen.
This is why Japanese bond yields are dropping hard while yen is strengthening a bit.
But this is all just a short-term thing.
Poland and Argentina have already tried this before, and they failed miserably in the long term.
Not only that, this move pushed the government debt onto their citizens.
Japan is thinking of doing the same, and it won't change anything in the long term.
Bond yields will rise again, the yen will continue to devalue, and economic growth will slow down.
And in the end, there'll be a recession or even a depression in Japan.
🇨🇭 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…
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🇺🇸🇷🇺 Trump says he is going to sanction Russia, Iran and Hezbollah in honor of Lindsey Graham
🇨🇭 Global One SI - Prompt
#WTI If history is any indication, oil should begin its collapse next week along with the global economy.
We shall find out next week. The two week bounce in oil has happened right before the last 3 market crashes 2000, 2008, 2020 🤫
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🇨🇭 Global One SI - Prompt
Uh oh... The "Chief Investment Strategists" were all on CNBC today telling you to buy memory & chip stocks like $MU, $SNDK and $NVDA Advising you to "ignore the volatility" and "hold Micron for the intermediate to long-term." Take a guess what that means...😏
$IBM plummeted 25% today after the company preannounced earnings that fell well below expectations.
This is IBM's worst single day loss since Black Monday October 19, 1987
This is IBM's worst single day loss since Black Monday October 19, 1987
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🇨🇭 Global One SI - Prompt
Video
Cisco $CSCO continues to find resistance on the inverted parabolic that is going back in time.
This is happening while concern over the serviceability of AI capex debt continues to intensify.
This is happening while concern over the serviceability of AI capex debt continues to intensify.
🇨🇭 Global One SI - Prompt
Do not fall for this guy's crocodile tears. He just needs your money again.
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Man... Chamath is such a prick.
He's back to steal more money.
If you could go back in time, would you do the SPACs again?
"I wouldn't have come on CNBC and talked about them."
Wait, you're talking about your current project (on CNBC)?
"This SPAC is different..."
He's back to steal more money.
If you could go back in time, would you do the SPACs again?
"I wouldn't have come on CNBC and talked about them."
Wait, you're talking about your current project (on CNBC)?
"This SPAC is different..."
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🇨🇭 Global One SI - Prompt
The Anthropic team recently released a comprehensive guide to getting started with loop engineering. 99% of people missed it. I translated the entire guide to plain English (send this to your Claude Code agents)
Fable 5 + GPT-5.6 Sol is a literal cheat code.
Not many people realize you can use your GPT subscription inside Claude Code.
This means Fable can orchestrate GPT-5.6 subagents.
Here's how to run the ultimate GPT-5.6 + Fable setup:
Step 1. Install the proxy
" brew install raine/claude-code-proxy/claude-code-proxy "
Or via install script:
" bash curl -fsSL raw.githubusercontent.com/raine/claude-code-proxy/main/scripts/install.sh"
Step 2. Authenticate with your ChatGPT account
" claude-code-proxy codex auth login "
This opens a browser OAuth flow.
Sign in with your ChatGPT account, not an API key. Your existing subscription covers it.
Step 3. Start the proxy
" claude-code-proxy serve "
Keep this terminal open.
Step 4. Run it
claudex # GPT-5.6 Sol session inside Claude Code
claude # normal Fable/Sonnet session unchanged
Why this combo works:
→ Fable 5 leads on SWE-Bench Pro at 80% vs Sol's 64.6%. Sol leads on terminal coding benchmarks and burns 50% fewer tokens doing it. Use each where it's strongest.
→ Apply the 10-80-10 system: Fable plans the loop, GPT-5.6 Luna/Terra handles the grunt work, Fable reviews the output
→ Sol costs roughly half what Fable 5 charges per million tokens on the execution layer, so the middle 80% just got dramatically cheaper
Two subscriptions, one harness, and get the best of both models.
Not many people realize you can use your GPT subscription inside Claude Code.
This means Fable can orchestrate GPT-5.6 subagents.
Here's how to run the ultimate GPT-5.6 + Fable setup:
Step 1. Install the proxy
" brew install raine/claude-code-proxy/claude-code-proxy "
Or via install script:
" bash curl -fsSL raw.githubusercontent.com/raine/claude-code-proxy/main/scripts/install.sh"
Step 2. Authenticate with your ChatGPT account
" claude-code-proxy codex auth login "
This opens a browser OAuth flow.
Sign in with your ChatGPT account, not an API key. Your existing subscription covers it.
Step 3. Start the proxy
" claude-code-proxy serve "
Keep this terminal open.
Step 4. Run it
claudex # GPT-5.6 Sol session inside Claude Code
claude # normal Fable/Sonnet session unchanged
Why this combo works:
→ Fable 5 leads on SWE-Bench Pro at 80% vs Sol's 64.6%. Sol leads on terminal coding benchmarks and burns 50% fewer tokens doing it. Use each where it's strongest.
→ Apply the 10-80-10 system: Fable plans the loop, GPT-5.6 Luna/Terra handles the grunt work, Fable reviews the output
→ Sol costs roughly half what Fable 5 charges per million tokens on the execution layer, so the middle 80% just got dramatically cheaper
Two subscriptions, one harness, and get the best of both models.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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Iran just named its campaign.
Operation Nasr 2, phase 3, hit Sheikh Isa base in Bahrain and the MQ-9 drone ramp at Ali Al-Salem base in Kuwait, per the IRGC Navy.
Targets: weapons, vessel parts, aircraft components.
The targets are just getting more organized.
Operation Nasr 2, phase 3, hit Sheikh Isa base in Bahrain and the MQ-9 drone ramp at Ali Al-Salem base in Kuwait, per the IRGC Navy.
Targets: weapons, vessel parts, aircraft components.
The targets are just getting more organized.
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🇨🇭 Global One SI - Prompt
🚨🇷🇺Russia's 2026 budget deficit hit 5.7 trillion rubles in the first half of the year alone.
The full year target was 3.8 trillion.
Oil and gas revenue is down nearly 30% year on year.
The refinery strikes from the last piece are now showing up directly in the federal budget.
Moscow is raising VAT, issuing record debt, and draining its reserve fund, which just fell below the size of the deficit itself.
Every ruble the Kremlin diverts to plug that hole is a ruble it cannot spend on the war.
The full year target was 3.8 trillion.
Oil and gas revenue is down nearly 30% year on year.
The refinery strikes from the last piece are now showing up directly in the federal budget.
Moscow is raising VAT, issuing record debt, and draining its reserve fund, which just fell below the size of the deficit itself.
Every ruble the Kremlin diverts to plug that hole is a ruble it cannot spend on the war.
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