China made a move 18 months ago. Trump noticed it yesterday.
I'll show you a raw material. You've probably never heard of it.
But whether AI centers will be built depends on it.
Yesterday, the US drafted a ban on Chinese-made optical modules.
An optical module is a small part at the end of the cables that connect chips in a data center.
Without these connectors, the thousands of chips in an AI center cannot communicate with each other.
The draft is expected to be published this year.
The ban targets the component itself. But the real issue is inside it.
It contains a raw material. Without it, the component doesn't work, and there's no alternative.
Its name is indium phosphide.
Approximately 70% of the world's indium production is in China.
China made the export of this raw material subject to a permit 18 months ago, in February 2025. The announcement went quietly, and nobody paid attention.
So why did the US choose this component?
Because China controls this area.
Seven of the world's top 10 manufacturers are Chinese. Approximately 60% of the components used by Nvidia come from two Chinese companies.
Up to this point, the move seems logical. You're eliminating your competitor from the most critical component of artificial intelligence.
Last year, an American company experienced what it means to be dependent on raw materials.
AXT is an American company founded in California.
However, its indium phosphide factory is located in China. Shipments stopped in February 2025. To sell to its own customers, it had to wait for permission from the Chinese Ministry of Commerce. It received permission four months later, in June.
The American company sold its product to its American customer with the permission granted by China.
This waiting period also impacted production.
Production of these components will remain 40% to 60% below demand until 2027. Even if you find a new source, you can't use it immediately; each source is individually tested and approved, and this takes one to two years.
Now let's go back to the ban.
Think of it this way.
I'll show you a raw material. You've probably never heard of it.
But whether AI centers will be built depends on it.
Yesterday, the US drafted a ban on Chinese-made optical modules.
An optical module is a small part at the end of the cables that connect chips in a data center.
Without these connectors, the thousands of chips in an AI center cannot communicate with each other.
The draft is expected to be published this year.
The ban targets the component itself. But the real issue is inside it.
It contains a raw material. Without it, the component doesn't work, and there's no alternative.
Its name is indium phosphide.
Approximately 70% of the world's indium production is in China.
China made the export of this raw material subject to a permit 18 months ago, in February 2025. The announcement went quietly, and nobody paid attention.
So why did the US choose this component?
Because China controls this area.
Seven of the world's top 10 manufacturers are Chinese. Approximately 60% of the components used by Nvidia come from two Chinese companies.
Up to this point, the move seems logical. You're eliminating your competitor from the most critical component of artificial intelligence.
Last year, an American company experienced what it means to be dependent on raw materials.
AXT is an American company founded in California.
However, its indium phosphide factory is located in China. Shipments stopped in February 2025. To sell to its own customers, it had to wait for permission from the Chinese Ministry of Commerce. It received permission four months later, in June.
The American company sold its product to its American customer with the permission granted by China.
This waiting period also impacted production.
Production of these components will remain 40% to 60% below demand until 2027. Even if you find a new source, you can't use it immediately; each source is individually tested and approved, and this takes one to two years.
Now let's go back to the ban.
Think of it this way.
✍1
🇨🇭 Global One SI - Prompt
Photo
There are two bakeries in the neighborhood. You banned buying bread from the competing bakery. But the flour in your own bakery is milled by that bakery's mill.
You closed the door. The flour still comes through the same door.
This situation isn't just limited to this part.
Look at the transformers that power data centers. Before 2020, the delivery time was between 24 and 30 months; today it's up to 5 years. Yet, the installation time for a data center is 18 months.
The situation is the same with the systems that cool the chips. The magnets inside are made from rare earth elements. 85% to 90% of the processing of these elements and 94% of the magnet production takes place in China.
The result is reflected in the numbers.
Approximately half of the US data centers planned for 2026 have been delayed or canceled. In the same year, the spending plans of the four largest tech companies exceed $650 billion.
They have the money, they have the chips, they have the land. But they don't have the parts.
China has pressed this button once before.
In 2010, a fishing boat crisis erupted with Japan. China halted rare earth shipments.
There's another date.
In October 2025, the US and China reached a trade truce. China suspended some of the controls it announced at that time. The suspension ends on November 10, 2026. The date for gallium, germanium, and antimony is November 27.
The US, however, wants to publish the ban this year.
The two calendars intersect in the same month.
Moreover, the regulation authorizing indium phosphide was never suspended; it is still in effect today.
The rule to be observed here is this:
It's easy to ban a product. It's difficult to control the raw materials that make that product possible. China has been choosing the difficult path for 20 years.
That's why bans don't end dependency. They only move it down a notch.
Yesterday, the US closed the door on the top floor. The bottom floor has been in China's hands for 18 months.
There's a quote by Napoleon... An army marches on its stomach.
Artificial intelligence also marches on its raw material.
And the key to that raw material is in China.
You closed the door. The flour still comes through the same door.
This situation isn't just limited to this part.
Look at the transformers that power data centers. Before 2020, the delivery time was between 24 and 30 months; today it's up to 5 years. Yet, the installation time for a data center is 18 months.
The situation is the same with the systems that cool the chips. The magnets inside are made from rare earth elements. 85% to 90% of the processing of these elements and 94% of the magnet production takes place in China.
The result is reflected in the numbers.
Approximately half of the US data centers planned for 2026 have been delayed or canceled. In the same year, the spending plans of the four largest tech companies exceed $650 billion.
They have the money, they have the chips, they have the land. But they don't have the parts.
China has pressed this button once before.
In 2010, a fishing boat crisis erupted with Japan. China halted rare earth shipments.
There's another date.
In October 2025, the US and China reached a trade truce. China suspended some of the controls it announced at that time. The suspension ends on November 10, 2026. The date for gallium, germanium, and antimony is November 27.
The US, however, wants to publish the ban this year.
The two calendars intersect in the same month.
Moreover, the regulation authorizing indium phosphide was never suspended; it is still in effect today.
The rule to be observed here is this:
It's easy to ban a product. It's difficult to control the raw materials that make that product possible. China has been choosing the difficult path for 20 years.
That's why bans don't end dependency. They only move it down a notch.
Yesterday, the US closed the door on the top floor. The bottom floor has been in China's hands for 18 months.
There's a quote by Napoleon... An army marches on its stomach.
Artificial intelligence also marches on its raw material.
And the key to that raw material is in China.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
TRUMP'S IRAN STRIKE THREATS: A TIMELINE
🔸 March 21: Trump threatened to "hit and obliterate" Iranian power plants unless Hormuz reopened within 48 hours.
🔸 March 23: Delayed strikes for five days, citing "productive conversations" with Iran.
🔸 April 7: Warned "a whole civilization will die tonight."
🔸 Hours later: A two-week ceasefire was announced.
🔸 April 21: Said he expected "to be bombing" if talks failed.
🔸 Later that day: Extended the ceasefire.
🔸 May 17: Warned, "the Clock is Ticking."
🔸 May 18: Paused planned strikes after requests from Qatar, Saudi Arabia, and the UAE.
🔸 June 11: Said the U.S. would hit Iran "VERY HARD TONIGHT."
🔸 Hours later: Canceled the operation, saying a deal was near.
🔸 August 1: Said the U.S. was "locked and loaded."
🔸 Later: Called off the attack to pursue a deal with Tehran.
🔸 March 21: Trump threatened to "hit and obliterate" Iranian power plants unless Hormuz reopened within 48 hours.
🔸 March 23: Delayed strikes for five days, citing "productive conversations" with Iran.
🔸 April 7: Warned "a whole civilization will die tonight."
🔸 Hours later: A two-week ceasefire was announced.
🔸 April 21: Said he expected "to be bombing" if talks failed.
🔸 Later that day: Extended the ceasefire.
🔸 May 17: Warned, "the Clock is Ticking."
🔸 May 18: Paused planned strikes after requests from Qatar, Saudi Arabia, and the UAE.
🔸 June 11: Said the U.S. would hit Iran "VERY HARD TONIGHT."
🔸 Hours later: Canceled the operation, saying a deal was near.
🔸 August 1: Said the U.S. was "locked and loaded."
🔸 Later: Called off the attack to pursue a deal with Tehran.
✍1
🔥 US Macroeconomic Data:
▪️Number of job openings on the labor market (JOLTS) (June)
ACTUAL: 7.359M
FORECAST: 7.440M
PREVIOUS: 7.537M
▪️Number of job openings on the labor market (JOLTS) (June)
ACTUAL: 7.359M
FORECAST: 7.440M
PREVIOUS: 7.537M
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
1. Install TradingView MCP
Send this prompt directly to Claude Code, and it automatically sets up the TradingView MCP connection in <5 minutes:
(crucial for the rest of the prompts here)
Send this prompt directly to Claude Code, and it automatically sets up the TradingView MCP connection in <5 minutes:
(crucial for the rest of the prompts here)
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
2. Backtest Winning Trading Strategies
This cheatsheet/prompt teaches you how to find and backtest real, profitable trading strategies with Claude.
Insanely powerful for automating trading strategies with AI.
This cheatsheet/prompt teaches you how to find and backtest real, profitable trading strategies with Claude.
Insanely powerful for automating trading strategies with AI.
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
3. Storm Gauge Indicator
I recently built a real quant trading strategy with Claude.
It's backtested on 15+ years of data and is a risk management framework that real quant desks use daily.
If you send this prompt to Claude, it will load the strategy into your live TradingView chart:
I recently built a real quant trading strategy with Claude.
It's backtested on 15+ years of data and is a risk management framework that real quant desks use daily.
If you send this prompt to Claude, it will load the strategy into your live TradingView chart:
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
4. AI Trading Bot Setup
Paste this into Claude, and it walks you through the entire process of building your first real AI trading bot.
Set up, getting live data/alerts from TradingView & more:
Paste this into Claude, and it walks you through the entire process of building your first real AI trading bot.
Set up, getting live data/alerts from TradingView & more:
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
5. Vibe-Code Trading Indicators
Turn ANY trading strategy into a live TradingView indicator in seconds.
Extremely useful for turning your personal trading strategy into an indicator on your chart (buy/sell):
Turn ANY trading strategy into a live TradingView indicator in seconds.
Extremely useful for turning your personal trading strategy into an indicator on your chart (buy/sell):
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
6. Custom Alerts
Get alerts directly from Claude based on your TradingView trading setups:
(stop manually watching charts)
Get alerts directly from Claude based on your TradingView trading setups:
(stop manually watching charts)
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
7. Claude CIO (chief investment officer)
This one utilises both TradingView and the FMP MCP connector to feed live trading data directly into Claude.
FMP is a good add-on for power users who need access to more detailed market data on top of TradingView.
This one utilises both TradingView and the FMP MCP connector to feed live trading data directly into Claude.
FMP is a good add-on for power users who need access to more detailed market data on top of TradingView.
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
8. Bull/Bear Case Technical Analysis
A prompt where Claude does a complete technical analysis of any trading pair and gives a bull/bear case report back:
A prompt where Claude does a complete technical analysis of any trading pair and gives a bull/bear case report back:
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
9. TradingView + Loops
Set up a research loop with Claude that constantly monitors all your trading pairs for potential trade opportunities:
(feel free to pair this with the alert system above)
Set up a research loop with Claude that constantly monitors all your trading pairs for potential trade opportunities:
(feel free to pair this with the alert system above)
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
10. Watchlist Cleanup
Easily organise your entire watchlist with this simple prompt.
Claude audits, sorts and restructures your messy TradingView watchlists:
Easily organise your entire watchlist with this simple prompt.
Claude audits, sorts and restructures your messy TradingView watchlists:
🇨🇭 Global One SI - Prompt
Claude + TradingView has changed the way I trade forever. Every trader NEEDS to be using this combo - it's insane. Today, I'm leaking my top prompts. 🧵: 10 insanely powerful Claude x TradingView prompts.👇
Bonus: 8 ready-to-use vibe-coded indicators from Claude
Momentum indicators, trend breakout identification & more:
Momentum indicators, trend breakout identification & more:
This media is not supported in your browser
VIEW IN TELEGRAM
It started with a tent.
Now it’s a city.
What began as a small outpost on the texas coast has grown into starbase, the world’s most ambitious rocket factory and launch site.
From starhopper to starship, from prototypes exploding to rockets reaching orbit, every step was built through relentless iteration.
They called the dream delusional, but delusion paired with unyielding optimism was what turned impossible ideas into reality. when everyone else saw a reason to quit, elon doubled down.
Today, starbase is where the future of spaceflight is being forged.
Tomorrow, it may be where humanity begins its journey to become multiplanetary.
Now it’s a city.
What began as a small outpost on the texas coast has grown into starbase, the world’s most ambitious rocket factory and launch site.
From starhopper to starship, from prototypes exploding to rockets reaching orbit, every step was built through relentless iteration.
They called the dream delusional, but delusion paired with unyielding optimism was what turned impossible ideas into reality. when everyone else saw a reason to quit, elon doubled down.
Today, starbase is where the future of spaceflight is being forged.
Tomorrow, it may be where humanity begins its journey to become multiplanetary.
Russia's mainstream domestic propaganda outlets in unison try to bury today's catastrophic -37.6% drop in year-over-year grain exports by headlining only the wheat data. July Grains Exports -37.6% year-on-year
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
"You don't need to be great to start but you need to start to be great"
✍1