In case you missed it.
Google's New AI Chip Could Make AI Up to 10× Cheaper 👀
This is fucking crazy. Because ultimately AI is getting cheaper affordable to everyone!
Actually, they unveiled its 8th generation Tensor Processing Units, TPU 8i and TPU 8t, built specifically for the new era of AI agents and large-scale inference.
Google's new TPU 8i is designed for AI inference, the process of generating responses after a model is trained. It delivers 10.1 PFLOPS of FP4 compute, 288 GB of HBM3e memory, 8.6 TB/s memory bandwidth, and a 5× reduction in synchronization latency, helping AI systems respond faster while using less energy.
The companion TPU 8t focuses on training next-generation frontier models, offering 12.6 PFLOPS of FP4 performance and scaling to 9,600 chips in a single AI supercomputer, capable of delivering 121 ExaFLOPS of compute.
Google is also reportedly developing a next-generation inference chip called Frozen v2. The reported goal is to achieve 6× to 10× more tokens per watt than current TPUs, with deployment targeted around 2028.
Analysts believe Google's new TPU architecture could reduce AI serving costs by up to 10× in certain workloads, making AI significantly more affordable to deploy at global scale.
Google's New AI Chip Could Make AI Up to 10× Cheaper 👀
This is fucking crazy. Because ultimately AI is getting cheaper affordable to everyone!
Actually, they unveiled its 8th generation Tensor Processing Units, TPU 8i and TPU 8t, built specifically for the new era of AI agents and large-scale inference.
Google's new TPU 8i is designed for AI inference, the process of generating responses after a model is trained. It delivers 10.1 PFLOPS of FP4 compute, 288 GB of HBM3e memory, 8.6 TB/s memory bandwidth, and a 5× reduction in synchronization latency, helping AI systems respond faster while using less energy.
The companion TPU 8t focuses on training next-generation frontier models, offering 12.6 PFLOPS of FP4 performance and scaling to 9,600 chips in a single AI supercomputer, capable of delivering 121 ExaFLOPS of compute.
Google is also reportedly developing a next-generation inference chip called Frozen v2. The reported goal is to achieve 6× to 10× more tokens per watt than current TPUs, with deployment targeted around 2028.
Analysts believe Google's new TPU architecture could reduce AI serving costs by up to 10× in certain workloads, making AI significantly more affordable to deploy at global scale.
🇨🇭 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…
🇷🇺🪖 Putin is now trapped in his own war. If he mobilises, he admits the war is failing. But if he doesn't, his frontlines collapse.
Russia's military is demanding 500,000 additional soldiers immediately. The MOD is warning that without them the front lines will collapse this winter. 30,000 casualties a month and climbing.
But mass mobilisation terrifies the Kremlin more than the front line does. It would pull more men from an already depleted labour force. It would trigger protests from soldiers' mothers — the one constituency historically capable of putting real pressure on Russian governments. And it would make the scale of this war visible and personal for every Russian family in a way that four years of state television have carefully prevented.
There is no version of this that doesn't force Putin to admit something he has spent four years refusing to admit.
A winning military does not face this choice.
And then there is Ukraine. A Ukrainian general just resigned rather than preside over failure. That act — choosing accountability over self-preservation — is structurally impossible in Putin's military. Russian generals don't resign. They fall out of windows.
One system corrects. The other compounds. That is the difference between who wins this war.
Russia's military is demanding 500,000 additional soldiers immediately. The MOD is warning that without them the front lines will collapse this winter. 30,000 casualties a month and climbing.
But mass mobilisation terrifies the Kremlin more than the front line does. It would pull more men from an already depleted labour force. It would trigger protests from soldiers' mothers — the one constituency historically capable of putting real pressure on Russian governments. And it would make the scale of this war visible and personal for every Russian family in a way that four years of state television have carefully prevented.
There is no version of this that doesn't force Putin to admit something he has spent four years refusing to admit.
A winning military does not face this choice.
And then there is Ukraine. A Ukrainian general just resigned rather than preside over failure. That act — choosing accountability over self-preservation — is structurally impossible in Putin's military. Russian generals don't resign. They fall out of windows.
One system corrects. The other compounds. That is the difference between who wins this war.
✍1
🇨🇭 Global One SI - Prompt
Photo
🚨🇯🇵 BANK OF JAPAN’s YUTO JUST EXPOSED THE BOJ’S SECRET WEAPON FOR THE REVERSE CARRY TRADE
Article 589 of Japan’s Civil Code is about to get unleashed HARD on every foreign borrower still thinking they can keep refinancing cheap yen loans through Japan forever.
Japan’s Civil Code Article 589 = “no interest without explicit pact” yet the old ghost version killed un-written rollovers on “bankruptcy trigger.”
Past approvals? WORTHLESS.
Rollover hopes? DEAD.
Japan’s about to pull the plug on the entire carry trade… markets will NEVER see it coming.
Article 589 of Japan’s Civil Code is about to get unleashed HARD on every foreign borrower still thinking they can keep refinancing cheap yen loans through Japan forever.
Japan’s Civil Code Article 589 = “no interest without explicit pact” yet the old ghost version killed un-written rollovers on “bankruptcy trigger.”
Past approvals? WORTHLESS.
Rollover hopes? DEAD.
Japan’s about to pull the plug on the entire carry trade… markets will NEVER see it coming.
👀1
🚨 US STOCK MARKET IS SHOWING SIMILAR SIGNS TO THE KOREAN MARKET
And this could end terribly for the investors.
U.S. margin debt has surged to a record $1.5 trillion, the fastest increase since the peak of the dot-com bubble.
Since late 2023, margin debt has jumped 136%, while the S&P 500 has gained nearly 79%.
June alone saw margin debt rise by $86.5 billion, bringing the total to $1.502 trillion, up 49% from a year ago.
This means investors are aggressively borrowing to buy stocks, hoping that they will only go up.
This is precisely what happened with KOSPI before it crashed 30%.
And if this borrowing continues, the US stock market could experience a huge crash.
And this could end terribly for the investors.
U.S. margin debt has surged to a record $1.5 trillion, the fastest increase since the peak of the dot-com bubble.
Since late 2023, margin debt has jumped 136%, while the S&P 500 has gained nearly 79%.
June alone saw margin debt rise by $86.5 billion, bringing the total to $1.502 trillion, up 49% from a year ago.
This means investors are aggressively borrowing to buy stocks, hoping that they will only go up.
This is precisely what happened with KOSPI before it crashed 30%.
And if this borrowing continues, the US stock market could experience a huge crash.
👀1
🇨🇭 Global One SI - Prompt
🚨Andrew Tate is being held in solitary confinement next to a screaming cannibal! 😂 Why so much security for some one who hasn't been to trial despite 5+ years of accusations?
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Warming up to lose even more money when the market opens
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🇨🇭 Global One SI - Prompt
Warming up to lose even more money when the market opens
Markets always find a way to humble us.
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🇨🇭 Global One SI - Prompt
BREAKING 🚨: Tesla $TSLA Timberrrrrrrrrrrrrrrrrrr 📉📉
BREAKING 🚨: Tesla
$TSLA plunges more than 14% for its biggest loss in 13 months 📉 📉
$TSLA plunges more than 14% for its biggest loss in 13 months 📉 📉
🇨🇭 Global One SI - Prompt
BREAKING 🚨: SpaceX $SPCX falls to its lowest price in history and has now plunged 49% from June's all-time high, a total market cap loss of almost $1.5 Trillion 📉 📉
SpaceX $SPCX is down 48% from June's ATH, a market cap loss of ~1.5T, but the pain may not be over 🚨 Earnings are set for Aug 4, followed by $SPCX first unlock 2 days later 👀 For magnified bearish exposure, consider the Tradr 2X Short SpaceX Daily ETF $SPCG from #TradrETFs
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨🇨🇳🇸🇦 The cargo matters, but the message matters more.
Xin Long Yang and Cosnew Lake, 2 China linked VLCCs carrying a combined 4M barrels of Saudi crude, have now crossed Bab el Mandeb after departing Yanbu on July 20.
One of the vessels had reversed course and waited in the central Red Sea before continuing.
Then, just before the transit, both ships changed their AIS destinations from Chinese discharge ports to:
“CHINA CREW & OWNER”
That looks less like routine navigation and more like deliberate signalling.
The passage does not prove that the Red Sea is normal again. It may suggest that access is becoming selective, with ownership, political alignment and cargo destination influencing which ships are considered acceptable.
If tankers now need to advertise who owns them before crossing, the risk is no longer being priced route by route.
It is being priced vessel by vessel.
Xin Long Yang and Cosnew Lake, 2 China linked VLCCs carrying a combined 4M barrels of Saudi crude, have now crossed Bab el Mandeb after departing Yanbu on July 20.
One of the vessels had reversed course and waited in the central Red Sea before continuing.
Then, just before the transit, both ships changed their AIS destinations from Chinese discharge ports to:
“CHINA CREW & OWNER”
That looks less like routine navigation and more like deliberate signalling.
The passage does not prove that the Red Sea is normal again. It may suggest that access is becoming selective, with ownership, political alignment and cargo destination influencing which ships are considered acceptable.
If tankers now need to advertise who owns them before crossing, the risk is no longer being priced route by route.
It is being priced vessel by vessel.
🚨The bullish bet on US stocks is reaching historic extremes:
Net long futures positions among asset managers have surged to ~1 million contracts, matching some of the most stretched readings of the last two decades.
This comes as fund manager cash levels have dropped to near the lowest in 13 years, while Bank of America's Bull & Bear Indicator is flashing a strong 'sell signal'.
Equity funds now account for a record 64.7% of assets across a $72.9 trillion fund universe, meaning investors have never allocated a larger share of their portfolios to stocks.
Positioning reached similarly extreme levels in early 2018, just before the S&P 500 fell -10% in days during the "Volmageddon" selloff, and again in early 2025, shortly before stocks corrected in the following weeks.
When everyone is already in the trade, there are few buyers left to push prices higher, but plenty of sellers when sentiment turns.
Net long futures positions among asset managers have surged to ~1 million contracts, matching some of the most stretched readings of the last two decades.
This comes as fund manager cash levels have dropped to near the lowest in 13 years, while Bank of America's Bull & Bear Indicator is flashing a strong 'sell signal'.
Equity funds now account for a record 64.7% of assets across a $72.9 trillion fund universe, meaning investors have never allocated a larger share of their portfolios to stocks.
Positioning reached similarly extreme levels in early 2018, just before the S&P 500 fell -10% in days during the "Volmageddon" selloff, and again in early 2025, shortly before stocks corrected in the following weeks.
When everyone is already in the trade, there are few buyers left to push prices higher, but plenty of sellers when sentiment turns.
🇨🇭 Global One SI - Prompt
Laser weapons for Ukraine are in the home stretch: the system is already shooting down FPV-drones, and in 2-3 months it will be adapted to destroy “Shaheds”, — Brigadier General Andriy Lebedenko.
The "Drone Wall" — The Future Shield Against Mass Drone Attacks
As drones become cheaper, smarter, and deadlier, nations are racing to build a Drone Wall—a multi-layered defensive network designed to stop hostile UAVs before they can penetrate national airspace or threaten critical infrastructure.
👇
A Drone Wall isn't a single weapon.
It's a layered Counter-Unmanned Aircraft System (C-UAS) integrating radars, electro-optical sensors, RF detectors, AI, electronic warfare, missiles, guns, and directed-energy weapons into one coordinated defensive network.
The first layer is Early Detection.
Small drones have a tiny radar cross-section and often fly low, making them difficult to detect.
Drone Walls combine:
• AESA radars • Passive RF sensors • EO/IR cameras • Acoustic sensors
to create a persistent surveillance bubble
Detection alone isn't enough.
AI-powered command systems fuse data from multiple sensors, classify the drone, determine whether it's friendly or hostile, and assign the best interceptor—all within seconds.
Electronic Warfare forms the second defensive layer.
Before firing a missile, the system attempts to defeat drones through:
• GPS spoofing • GNSS jamming • RF jamming • Command-link disruption • Data-link interference
Many commercial UAVs can be neutralized without firing a shot.
If electronic attack fails, the Drone Wall shifts to hard-kill interception.
Options include:
• Counter-UAS missiles • Automatic cannons with programmable airburst ammunition • High-rate-of-fire guns • Interceptor drones • Net-capture systems for sensitive areas
Each is chosen based on the target and environment.
The next frontier is Directed-Energy Weapons.
High-energy lasers can destroy drones at the speed of light with a very low cost per shot.
High-power microwave systems can disable multiple drones simultaneously by damaging their electronics.
These technologies are becoming central to future Drone Walls.
One of the biggest challenges is defeating drone swarms.
When dozens or hundreds of drones attack together, traditional air-defense systems can be overwhelmed.
Drone Walls rely on layered defenses, AI-driven target prioritization, and low-cost interceptors to handle saturation attacks.
Recent conflicts have highlighted the need for such systems.
Ukraine, Russia, Israel, and other countries have faced repeated drone attacks, demonstrating that inexpensive UAVs can threaten airbases, energy infrastructure, logistics hubs, and civilian targets.
Drone defense is now a strategic necessity.
The future Drone Wall will be fully networked.
Every sensor, interceptor, radar, and command center will share real-time data, creating a unified defensive shield capable of responding within seconds.
This transforms air defense from isolated systems into an integrated ecosystem.
The age of worrying only about fighters and ballistic missiles is over.
Tomorrow's wars will also be fought against thousands of low-cost drones.
The nation that builds the most resilient Drone Wall will be far better positioned to protect its skies, critical infrastructure, and military forces.
As drones become cheaper, smarter, and deadlier, nations are racing to build a Drone Wall—a multi-layered defensive network designed to stop hostile UAVs before they can penetrate national airspace or threaten critical infrastructure.
👇
A Drone Wall isn't a single weapon.
It's a layered Counter-Unmanned Aircraft System (C-UAS) integrating radars, electro-optical sensors, RF detectors, AI, electronic warfare, missiles, guns, and directed-energy weapons into one coordinated defensive network.
The first layer is Early Detection.
Small drones have a tiny radar cross-section and often fly low, making them difficult to detect.
Drone Walls combine:
• AESA radars • Passive RF sensors • EO/IR cameras • Acoustic sensors
to create a persistent surveillance bubble
Detection alone isn't enough.
AI-powered command systems fuse data from multiple sensors, classify the drone, determine whether it's friendly or hostile, and assign the best interceptor—all within seconds.
Electronic Warfare forms the second defensive layer.
Before firing a missile, the system attempts to defeat drones through:
• GPS spoofing • GNSS jamming • RF jamming • Command-link disruption • Data-link interference
Many commercial UAVs can be neutralized without firing a shot.
If electronic attack fails, the Drone Wall shifts to hard-kill interception.
Options include:
• Counter-UAS missiles • Automatic cannons with programmable airburst ammunition • High-rate-of-fire guns • Interceptor drones • Net-capture systems for sensitive areas
Each is chosen based on the target and environment.
The next frontier is Directed-Energy Weapons.
High-energy lasers can destroy drones at the speed of light with a very low cost per shot.
High-power microwave systems can disable multiple drones simultaneously by damaging their electronics.
These technologies are becoming central to future Drone Walls.
One of the biggest challenges is defeating drone swarms.
When dozens or hundreds of drones attack together, traditional air-defense systems can be overwhelmed.
Drone Walls rely on layered defenses, AI-driven target prioritization, and low-cost interceptors to handle saturation attacks.
Recent conflicts have highlighted the need for such systems.
Ukraine, Russia, Israel, and other countries have faced repeated drone attacks, demonstrating that inexpensive UAVs can threaten airbases, energy infrastructure, logistics hubs, and civilian targets.
Drone defense is now a strategic necessity.
The future Drone Wall will be fully networked.
Every sensor, interceptor, radar, and command center will share real-time data, creating a unified defensive shield capable of responding within seconds.
This transforms air defense from isolated systems into an integrated ecosystem.
The age of worrying only about fighters and ballistic missiles is over.
Tomorrow's wars will also be fought against thousands of low-cost drones.
The nation that builds the most resilient Drone Wall will be far better positioned to protect its skies, critical infrastructure, and military forces.
✍1
Applied Optoelectronics $AAOI plunged more than 60% from its May all-time high, but the 200-day moving average held strong again as it has for the last year 🚨 Time for the bulls to return? For magnified exposure, consider the Tradr 2X Long AAOI Daily ETF $AAOX from #TradrETFs
🇨🇭 Global One SI - Prompt
Google $GOOGL Free Cash Flow goes negative for the first time in history 🚨🚨
BREAKING 🚨: Alphabet
$GOOGL closes below its 200-day moving average for the first time in over a year 📉 🤯 👀
$GOOGL closes below its 200-day moving average for the first time in over a year 📉 🤯 👀
🇨🇭 Global One SI - Prompt
Photo
Nasdaq futures finished today at a technical support level.
Tomorrow will be very interesting considering it's a Friday and the market was weak going into it.
Tomorrow will be very interesting considering it's a Friday and the market was weak going into it.
🇨🇭 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 stocks above the 50 day moving average stopped precisely on the descending support trendline.
This is the 4th time it has confirmed this indicating a market bounce could be coming.
This is the 4th time it has confirmed this indicating a market bounce could be coming.
🇨🇭 Global One SI - Prompt
Nasdaq stocks above the 50 day moving average stopped precisely on the descending support trendline. This is the 4th time it has confirmed this indicating a market bounce could be coming.
S&P 500 stocks above the 150 day moving average found resistance at the 2024 trendline.
It doesn't mean we should prepare for a sudden market decline (yet), but it does look eerily similar to the 2025 "Liberation Day" tariff panic... doesn't it?
It doesn't mean we should prepare for a sudden market decline (yet), but it does look eerily similar to the 2025 "Liberation Day" tariff panic... doesn't it?
🇨🇭 Global One SI - Prompt
S&P 500 stocks above the 150 day moving average found resistance at the 2024 trendline. It doesn't mean we should prepare for a sudden market decline (yet), but it does look eerily similar to the 2025 "Liberation Day" tariff panic... doesn't it?
Russell 2000 stocks above the 200 day moving average topped precisely at the level that has provided resistance since 2018... Incredible.
Today it broke the ascending trendline, which is very concerning.
Every single time this has happened in the past it marked the beginning of a major market selloff.
The only time it broke this trend then bounced was July 2018. The 1 month bounce was merely a trap, because markets collapsed the 1st week of October 2018.
Will it bounce this time?
Today it broke the ascending trendline, which is very concerning.
Every single time this has happened in the past it marked the beginning of a major market selloff.
The only time it broke this trend then bounced was July 2018. The 1 month bounce was merely a trap, because markets collapsed the 1st week of October 2018.
Will it bounce this time?
🇨🇭 Global One SI - Prompt
The South Korean KOSPI index has officially entered a bear market after falling 20% from the peak. Memory manufacturers SK Hynix and Samsung accounted for 54% of the index at the peak.
I don't think South Koreans 🇰🇷 are ready for this 📈📉
What now Kevin Warsh? 😜
The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping.
This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025.
The last time we saw something like this was the 1970s with the Federal Reserve was forced to double interest rates during a recession.
Raising rates won't fix the oil problem or the inflation problem. It actually will make the situation significantly worse by causing defaults and sovereign debt issues.
They're out of options.
This comes at a time when the Treasury needs to roll over $9T of US debt before the end of 2026.
The only solution that can force the yields down dramatically is a stock market crash. That's the only tool left.
The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping.
This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025.
The last time we saw something like this was the 1970s with the Federal Reserve was forced to double interest rates during a recession.
Raising rates won't fix the oil problem or the inflation problem. It actually will make the situation significantly worse by causing defaults and sovereign debt issues.
They're out of options.
This comes at a time when the Treasury needs to roll over $9T of US debt before the end of 2026.
The only solution that can force the yields down dramatically is a stock market crash. That's the only tool left.
🇨🇭 Global One SI - Prompt
What now Kevin Warsh? 😜 The 1 year yield has risen from 3.5% to 4.1% with no signs of stopping. This comes despite the Federal Reserve purchasing $511B worth of these T-Bills since Dec 2025. The last time we saw something like this was the 1970s with the…
The rumor has always been the Federal Reserve and President Hoover intentionally caused the collapse of 1929.
They did this by raising rates and keeping the money supply tight despite obvious signs the trade war had destroyed growth.
They "feared inflation" even while the economy was in a death spiral.
As the "conspiracy theory" goes, they collapsed the system because the banks were losing control to the private credit market.
They inflated a massive bubble allowing inflation to get out of control after massive money printing, now they're keeping global Dollar supply tight.
They allowed the bubble to get out of control so they could collapse everything. We're seeing the exact same thing today. This blockade has destroyed trade.
Everything they're doing is forcing Dollars to flow back into the United States, creating an environment of scarcity everywhere else in the world.
It's the same playbook as 1929, just with a modern twist. 🤫
They did this by raising rates and keeping the money supply tight despite obvious signs the trade war had destroyed growth.
They "feared inflation" even while the economy was in a death spiral.
As the "conspiracy theory" goes, they collapsed the system because the banks were losing control to the private credit market.
They inflated a massive bubble allowing inflation to get out of control after massive money printing, now they're keeping global Dollar supply tight.
They allowed the bubble to get out of control so they could collapse everything. We're seeing the exact same thing today. This blockade has destroyed trade.
Everything they're doing is forcing Dollars to flow back into the United States, creating an environment of scarcity everywhere else in the world.
It's the same playbook as 1929, just with a modern twist. 🤫