Mark Zuckerberg: “$META is ready to spend $600 billion through 2028 because the next platform shift will be owned by whoever builds the most capable AI infrastructure fastest.”

Of course there is a risk of overbuilding, but at this stage the risk of underbuilding is far larger as it guarantees disruption if AI delivers on its promises.

This applies to all the mega-caps, perhaps except $AAPL.

Remember, the short-term effects of new technologies are always overstated but the long-term effects are always understated.

At this point, underspending poses a bigger risk to the long-term compounding of $META than overspending.

🇺🇸🏴Pentagon Draws Up Plans for American Boots on Iranian Soil:

The Pentagon is developing contingency plans for limited ground operations within Iran designed to last several weeks to months.

These proposed missions, which remain unapproved by President Trump, would not constitute a full-scale invasion but instead focus on targeted raids by Special Operations forces and conventional infantry to seize strategic sites, such as Kharg Island, and neutralize threats near the Strait of Hormuz.

Preparations include a task force of approximately 3,500 Marines and sailors aboard the USS Tripoli, which has arrived in the Middle East, along with elements of the 82nd Airborne Division positioning for potential action.

The deployment of American troops on Iranian soil is only a question of when, not if.

📅 Monday 2026.03.30
🚨 High Impact

USD 🇺🇸🇺🇸
Fed Chair Powell
Will be released in 1h  (14:30 GMT)

No helium = no AI

Helium is critical to chip manufacturing

- Qatar accounts for 30% of helium supply
- Actually it's one plant, Ras Laffan
- It got severely damaged, repair takes up to five years
- Chip manufacturers hold a few weeks of helium inventory

We are going into the biggest energy crisis in history, while having the most overvalued stock market in history, by almost all metrics... concentrated in AI... while the key constraint before the Hormuz crisis was... energy.

Now add the helium shortage on top of that... the level of complacency in the markets is breathtaking

#Starlink does not just dominate low Earth orbit - it actively works to keep it safe

Most satellite operators guard their data

SpaceX publishes its full ephemeris (position + velocity) with 72-hour predictions, updated 3 times a day - openly available to any registered operator on space-track.org for free

According to a recent FCC filing, Starlink performed 300,000+ collision-avoidance maneuvers in 2025 - a 50% jump from 200,000 in 2024

That’s ~40 avoidance actions per satellite, per year. Autonomously. Using AI

#SpaceX triggers a maneuver when collision risk hits just 3-in-10-million - over 300x stricter than the industry standard

LEO satellite launch frequency keeps increasing. SpaceX is building the definitive map and traffic system for space… and making sure it stays safe.

🚨 Do you understand what Trump just posted..

he casually announced the US is now talking to "a new and more reasonable regime" in Iran.. mid Truth Social post.. between a threat and a signature..

if that's true.. Iran's government just changed hands during an active war.. and the world found out on the same platform where he posts about golf..

> he threatened to obliterate Iran's power grid.. oil wells.. Kharg Island.. and then added "and possibly all desalinization plants!"..

with an exclamation point..

> desalination plants are drinking water.. for civilians.. threatening to destroy a country's water supply is a war crime.. and he punctuated it like he was excited about it..

then he signed off.. "Thank you for your attention to this matter. President DONALD J. TRUMP"..

that's a war ultimatum written in the tone of a strongly worded letter to a hotel manager..

90 million people just found out their drinking water is a bargaining chip in a Truth Social post with an exclamation point.

🇺🇸 The Iran war has cost the U.S. $35 billion in 30 days.

That's NASA's entire annual budget. Gone in a month.

At its peak, $2 billion a day.

The meter is still running.

Elon Musk: #Tesla_Optimus will beat any human surgeon in 3 years at scale.

- “Don’t go into medical school. ?”

- Elon: “Yes. Pointless.”

And in 5 years, everyone will have access to medical care thats better than what the presidents receives today

Head of Claude Code #bcherny:

"100% of my code is written by Claude Code. I have not edited a single line by hand since November. Every day I ship 10, 20, 30 PRs… I have five agents running while we’re recording this."

🇺🇸 Startup in Atlanta is putting robot dogs on neighborhood security duty.

They roam at night, catch intruders, fire off a siren, and let them know the cops are coming.

The company is working towards getting a government contract with law enforcement

Software engineering is shifting to orchestrating intelligence.

This guy actually owns and manages 12 different $200 Codex subscriptions.

“We’ve been telling kids for 15 years to learn to code.
Well, AI is coming for the coders. It’s not coming for the welders, the plumbers, the steamfitters, the pipefitters, the HVAC, or the electricians.”

Mike Rowe, founder of the mikeroweWORKS.

This guy was predicting vibe coding 9 years ago.

Momentus $MNTS launches Vigoride 7 on the SpaceX Transporter 16 mission to demonstrate in space assembly.

With $6.1M in contracts from DARPA and SpaceWERX, the platform supports 300kg capacity and 3kW power for autonomous orbital services.

WISeKey $WKEY and SEALSQ $LAES launch WISeSat 4.0 on SpaceX Transporter 16.

The satellite features the QS7001 chip to enable post quantum security and SEALCOIN AI for M2M transactions, advancing a 100 satellite orbital cloud goal by 2033.

$WKEY/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$LAES/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Bernstein analyst Lance Wilkes reiterates an Outperform rating and $405 price target for $UNH UnitedHealth Group.

The firm cites a $1B AI driven cost reduction plan and improved Medicare Advantage pricing as primary growth drivers for 2026.

$UNH/USDT H2 #Indicator #Signal #Trading #GlobalOneAI

Archer Aviation $ACHR partners with Hopscotch Air to refine regional air taxi operations.

Using data from Hopscotch’s 1,400 annual flights, Archer aims to optimize its Midnight eVTOL for the New York Boston corridor ahead of a late 2026 launch.

Cantor Fitzgerald analyst Andres Sheppard reiterates an Overweight rating and $85 price target for $RKLB Rocket Lab.

The firm cites a record $1.85B backlog and the upcoming Neutron rocket debut in late 2026 as key drivers for a valuation rerating.