🇨🇭 Global One SI - Prompt
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Chief investment officer Stephanie Link is telling you to go 'all in' on semiconductors like $MU, $NVDA after she bought 2 weeks ago... 😏
Josh Brown says "You need to be in ahead of Google (earnings), not sitting on the sidelines."
Josh Brown says "You need to be in ahead of Google (earnings), not sitting on the sidelines."
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🇨🇭 Global One SI - Prompt
Chief investment officer Stephanie Link is telling you to go 'all in' on semiconductors like $MU, $NVDA after she bought 2 weeks ago... 😏 Josh Brown says "You need to be in ahead of Google (earnings), not sitting on the sidelines."
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"The first major hyperscaler (Microsoft, Amazon, Google, Meta) to cut capital expenditures (capex) will likely be heavily rewarded by the stock market."
-Rich Privorotsky (Goldman Sachs) June 19, 2026
-Rich Privorotsky (Goldman Sachs) June 19, 2026
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🇨🇭 Global One SI - Prompt
‼️‼️🇺🇦🇷🇺 We desired a new bingo card and though hast provided..
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🚨Another Wildberries warehouse is burning, this time in Russia, after another Ukrainian drone strike.
This is the second Wildberries hit flagged this month. Russia's version of Amazon logistics infrastructure is now a repeat target, not a one off.
Ukraine's long range drone campaign keeps widening past energy sites into general logistics deep inside Russian territory.
This is the second Wildberries hit flagged this month. Russia's version of Amazon logistics infrastructure is now a repeat target, not a one off.
Ukraine's long range drone campaign keeps widening past energy sites into general logistics deep inside Russian territory.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🇺🇸🇮🇷Last night was the heaviest strike night of the entire 2 week campaign.
At least 17 locations were hit in a single pass.
The map ran border to border.
Baneh near the Iraqi frontier.
Tabriz and Urmia in the untouched northwest.
Hamedan and Abhar inland.
Bushehr, Bandar Abbas, Sirik, Qeshm Island, Mahshahr, Omidiyeh, Behbahan on the coast.
Parchin and Pardis on the capital's doorstep.
Air defenses fired over both Tehran and Tabriz.
The capital's guns were firing on all sides of the city at once.
#CENTCOM 's official statement named only military targets.
Operations centers.
Hangars.
Drone storage.
Logistics.
The map tells a wider story than the statement does.
At least 17 locations were hit in a single pass.
The map ran border to border.
Baneh near the Iraqi frontier.
Tabriz and Urmia in the untouched northwest.
Hamedan and Abhar inland.
Bushehr, Bandar Abbas, Sirik, Qeshm Island, Mahshahr, Omidiyeh, Behbahan on the coast.
Parchin and Pardis on the capital's doorstep.
Air defenses fired over both Tehran and Tabriz.
The capital's guns were firing on all sides of the city at once.
#CENTCOM 's official statement named only military targets.
Operations centers.
Hangars.
Drone storage.
Logistics.
The map tells a wider story than the statement does.
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🇺🇸Marco Rubio confirms back channel diplomacy is running in parallel with the strikes, not instead of them.
"Iran has been reaching out to the United States, both directly and indirectly."
"Even though we have reached agreements, they have not kept their commitments."
Washington's read: Tehran wants a deal it can walk away from again.
"Iran has been reaching out to the United States, both directly and indirectly."
"Even though we have reached agreements, they have not kept their commitments."
Washington's read: Tehran wants a deal it can walk away from again.
🇨🇭 Global One SI - Prompt
Chief investment officer Stephanie Link is telling you to go 'all in' on semiconductors like $MU, $NVDA after she bought 2 weeks ago... 😏 Josh Brown says "You need to be in ahead of Google (earnings), not sitting on the sidelines."
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BREAKING: Jim Cramer says "I like data centers so much, that I wish I lived in one!"
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🇨🇭 Global One SI - Prompt
Nasdaq $NDX is bouncing along the parabolic. If the previous trendline is still valid it should provide resistance instead of support beginning tomorrow. All volatility options expire on VIXpiration 9:00 am ET tomorrow.
Nasdaq Futures are now below the 60 day moving average (white line) attempting to regain it.
Either we enter a rolling top that lasts for 6 months or we get a shock event similar to the 2025 tariffs.
The green line is extremely unlikely given moves like that usually begin after a 20-30% market correction.
Right now we're still near all-time-highs.
Either we enter a rolling top that lasts for 6 months or we get a shock event similar to the 2025 tariffs.
The green line is extremely unlikely given moves like that usually begin after a 20-30% market correction.
Right now we're still near all-time-highs.
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Insane that this is free.
Millrace is a local loop engineering & runtime framework for long-running agentic workflows.
It runs three kinds of work planes:
Planning: turns specs, probes, and incidents into bounded executable work or remediation.
Execution: builds, checks, fixes, double-checks, escalates, and updates task work.
Learning: optionally reviews runtime evidence, prepares remote optional skills after Planner, and curates accepted skill improvements.
→ github.com/tim-osterhus/millrace
Millrace is a local loop engineering & runtime framework for long-running agentic workflows.
It runs three kinds of work planes:
Planning: turns specs, probes, and incidents into bounded executable work or remediation.
Execution: builds, checks, fixes, double-checks, escalates, and updates task work.
Learning: optionally reviews runtime evidence, prepares remote optional skills after Planner, and curates accepted skill improvements.
→ github.com/tim-osterhus/millrace
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🇨🇭 Global One SI - Prompt
Fiddle while Russia burns? 🎻
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Putin's war has firmly come home.
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🇨🇭 Global One SI - Prompt
‼️‼️🇺🇦🇷🇺 We desired a new bingo card and though hast provided..
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OpenAI just confirmed something that sounds like the opening scene of a dystopian movie: Two of its most advanced AI models escaped a controlled test and hacked Hugging Face.
GPT‑5.6 Sol + an even more capable model slipped out, stole credentials and exploited an unknown vulnerability — autonomously.
Hugging Face: “Stunning that this happened.” A U.S. congressman: “Alarming.” Anthropic: “Pause development.” Trump administration: “Stay ahead of China.” Mallaby: “You’re missing the proliferation threat.”
In short: AI did exactly what experts warned about — without being told to. And the industry just got its first real taste of what “too powerful” looks like.
GPT‑5.6 Sol + an even more capable model slipped out, stole credentials and exploited an unknown vulnerability — autonomously.
Hugging Face: “Stunning that this happened.” A U.S. congressman: “Alarming.” Anthropic: “Pause development.” Trump administration: “Stay ahead of China.” Mallaby: “You’re missing the proliferation threat.”
In short: AI did exactly what experts warned about — without being told to. And the industry just got its first real taste of what “too powerful” looks like.
CFR expert Sebastian Mallaby issues a stark warning: China may soon have an AI at Mythos‑level — and in its current form it could be released as an open‑weight model.
Meaning: no safeguards, no brakes, no restrictions. “Every criminal organization in the world will get it,” Mallaby says on The Foreign Affairs Interview.
He argues the Trump administration is obsessed with great‑power competition and is missing the real danger: proliferation.
This isn’t just U.S. vs China. It’s everyone vs an AI that could end up in anyone’s hands.
Meaning: no safeguards, no brakes, no restrictions. “Every criminal organization in the world will get it,” Mallaby says on The Foreign Affairs Interview.
He argues the Trump administration is obsessed with great‑power competition and is missing the real danger: proliferation.
This isn’t just U.S. vs China. It’s everyone vs an AI that could end up in anyone’s hands.
🇨🇭 Global One SI - Prompt
John Foreman: Putin can't leave power now. He’s prisoner of system he’s created. He’s going to die in harness. Putin gets older, more stale, more detached from man he used to be, more surrounded by aging sycophants, drives Russia further into the ground, with…
A catastrophe is looming in Russia — and Arkhangelsk is basically trying to heat the Arctic with a candle. Local politicians warn of a state of emergency unless Moscow sends money immediately.
Fuel deliveries are delayed, the budget covers only one‑third of what’s needed, and 21,000 tons of coal + 12,000 tons of diesel are missing. An Arctic region is about to freeze — while the Kremlin insists everything is “fine”.
The dark comedy? Putin’s own party is now shouting: “We have no money, no fuel, no answers — help!”
And the governor who claimed sanctions “don’t affect us” is watching his region go full Game of Thrones: Winter is coming — and the budget already left the chat.
Fuel deliveries are delayed, the budget covers only one‑third of what’s needed, and 21,000 tons of coal + 12,000 tons of diesel are missing. An Arctic region is about to freeze — while the Kremlin insists everything is “fine”.
The dark comedy? Putin’s own party is now shouting: “We have no money, no fuel, no answers — help!”
And the governor who claimed sanctions “don’t affect us” is watching his region go full Game of Thrones: Winter is coming — and the budget already left the chat.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The end is near — Russia prioritizes only one city. After the Ukrainian refinery attacks, the Kremlin is diverting fuel to Moscow while the rest of the country is left short.
According to Reuters, gasoline is being diverted from the Urals, Siberia, and even the Achinsk refinery directly to the capital. Hundreds of thousands of tons have been redirected — while all eleven time zones suffer from the shortage.
Crimea is the worst: rationing, restrictions, parts of society closed. Deputy Prime Minister Novak says the situation has “partially stabilized,” but the reality is clear: Moscow gets fuel. Russia gets a crisis.
Ukraine’s strategy is clear: hit the energy, hit the logistics, hit the war machine. The Kremlin’s priorities reveal how deep the blow will hit.
According to Reuters, gasoline is being diverted from the Urals, Siberia, and even the Achinsk refinery directly to the capital. Hundreds of thousands of tons have been redirected — while all eleven time zones suffer from the shortage.
Crimea is the worst: rationing, restrictions, parts of society closed. Deputy Prime Minister Novak says the situation has “partially stabilized,” but the reality is clear: Moscow gets fuel. Russia gets a crisis.
Ukraine’s strategy is clear: hit the energy, hit the logistics, hit the war machine. The Kremlin’s priorities reveal how deep the blow will hit.
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🇨🇭 Global One SI - Prompt
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Russians celebrating the coming next level squalor and filth and can only be attained by 1990's style civilizational collapse.
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🇨🇭 Global One SI - Prompt
Looks like Putin finally bought the dip. 🤣
Russian banks, fearing a cash outflow, are raising deposit rates for the first time in nine months.
🇨🇭 Global One SI - Prompt
You're not the only one being blocked recently 😂😂😂
Nothing to fear folks! Just stay calm and pass me your bank cards...
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