Jack Dorsey says a company is a kind of mini AGI.

It’s already an intelligence you can query directly.

But most companies are badly architected, lossy intelligences.

$LUNR $RDW $PL $VOYG $ASTS $RKLB | Capella Space wins a $48.9M SDA contract to demo tactical LEO communications.

Building two satellites with advanced Radio Frequency and secure beamforming, Capella scales as the elite architect for the Pentagon’s resilient space link network.

📁 Demis Hassabis, CEO of DeepMind, says AI will not just accelerate medicine.

It will redefine it.

First it will design drugs.

Then it will change how they are tested and approved.

Photonics and Space are two of the strongest sectors to keep on watch right now:

Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL $SIDU
$RDW $PL $FLY $LUNR $SPCE

Don’t ignore these spaces — both sectors are showing real strength and staying on watch for continued opportunities.

Barclays raises $ASTS AST SpaceMobile price target to $65 but maintains Underweight.

While noting "substantial" revenue potential, analysts cite launch delays and LEO competition as key risks. With a $65 target vs a $92 price, Barclays sees a 30% downside on execution.

Wednesday, Apr 8 2026, 12:00 UTC time

📋 Ceasefire in Middle East Eases Risk Sentiment
✅ Markets react to US‑Iran ceasefire — oil sinks below $100, easing inflation fears. Bond yields across US and Europe plunged as ECB/Fed hike bets trimmed; UK gilts, German Bunds and French OATs slid sharply. 📌

🔖 US Treasuries & Equities
✅ US 10‑yr yield down to ~3‑week lows; Dow futures surged amid risk rally. Dow Jones slipped intraday on Trump/Iran headlines but broader sentiment turned positive after ceasefire. Mortgage rates eased (MBA: 30‑yr ~6.51%), while mortgage applications fell again. 📌

📋 Federal Reserve Commentary
✅ Fed’s Jefferson: FOMC “well‑positioned” to handle upside inflation / downside jobs risk. Markets still watch incoming data for policy path amid lower rate‑hike pricing post‑ceasefire. 📌

🔖 Europe — Growth & Prices
✅ German factory orders returned to growth; Eurozone retail and construction weakened ahead of energy shock. France trade gap widened; Italy construction PMI slipped into contraction. Bund and BTP yields plunged on eased ECB tightening bets. 📌

📋 UK — Housing & Currency
✅ UK house prices fell 0.5% in March (Halifax); builders report record cost inflation. Pound strengthened on peace breakthrough even as domestic PMI/cost data highlight construction stress. 📌

🔖 New Zealand & Australia
✅ RBNZ held rates steady, warned of inflation risks if Iran war flares; NZX50 at 3‑week highs amid ceasefire. Australia stocks extended rally; 10‑yr yield eased to 1‑month low. 📌

📋 Asia — Japan & Korea Exposure
✅ Analysts flag Japan and South Korea as most exposed to Mideast energy disruption; S. Korea 10‑yr yield fell to 5‑week low. Regional sensitivity underpins commodity and FX moves. 📌

🔖 China & Global Policy Outlook
✅ Global banks scale back China rate‑cut calls — policy rates seen on hold this year. China growth/policy updates remain key for EM and commodity demand (relevant to FX/commodities). 📌

📋 Switzerland & Europe Microdata
✅ Swiss jobless rate ticks down to 3.1%; Luxembourg inflation up to 3‑month high. Eurozone producer prices fell most in ~a year — disinflation signals mixed with geopolitical risk. 📌

🔖 Trade & Tariffs
✅ Novelis imported aluminum faces 50% duty under US tariff regime — potential input cost and trade implications for metals markets. 📌

Quick take: Ceasefire trimmed immediate tail‑risk, driving yields and oil lower and spurring risk‑on moves. Central banks remain data‑dependent; geopolitical risk still a key upside inflation threat.

Me reading The New York Times after they claim Adam Back is Satoshi Nakamoto

$SIDU, $SATL, $SPCE, $LWLG, $POET are all showing strong setups—great names for traders right now, offering clean volatility and opportunity if levels hold and momentum continues.

FIRST REAL GLIMPSE OF AGI

A Model so powerful...they gave it to big tech first…so they could fix their own systems before everyone else touches it

let that sink in.

anthropic.com/glasswing

Perplexity just went vertical.

From $305M to $450M+ ARR in one single month.

Their new AI agent Perplexity Computer is absolutely killing it.

There are more Gen-Z billionaires than ever before.⁠
⁠
A record 35 people under 30 made Forbes’ latest World’s Billionaires list, including 12 self-made founders across AI and tech.⁠

AI will create more millionaires in the next 5 years than the INTERNET did in 25 years.

Founders realizing they can make 49 studio-style UGC ads for just $20

Neoclouds In Pre Market

$APLD +11%🟢
$IREN +9%🟢
$NBIS +9%🟢
$BTDR +8%🟢
$CIFR +7%🟢
$WULF +7%🟢
$CRWV +7%🟢
$CLSK +7%🟢
$HUT +7%🟢
$GLXY +6%🟢

“Alright Claude, Trump is planning on blowing up Iran and launching WW3 tonight. Make me a fuck ton of money. Make no mistakes”

NEWS: OpenAI, Anthropic, and Google are uniting to combat Chinese AI copycats

The firms are sharing information through non-profit Frontier Model Forum to tackle adversarial distillation attempts to protect commercial interests and national security

“I make a New OpenAI, New Anthropic, and New Google. Good luck, Americans”

What is the name of the "point of no return" for a black hole?

The event horizon

WASHINGTON - A small group of Chinese satellites in geosynchronous Earth orbit (GEO) made at least 75 “unusual” maneuvers over the past nine years, moving in ways that are consistent with, if not necessarily indicative of, four types of military or intelligence operations, according to a new analysis by the Center for Strategic and International Studies (CSIS).

While neither the Chinese nor US governments have confirmed any details of the SJ-25’s operations, observations by independent sky watchers indicate that the satellite “may be the first satellite to refuel another spacecraft in orbit,” the study asserts.

Leading Themes To Track:

- Optics / Photonics | $LITE $CIEN $TSEM $AEHR $AAOI $GLW $LWLG $VIAV

- Space | $FLY $YSS $ASTS $SATL $BKSY $LUNR $RKLB

- Edge AI | $FSLY $AKAM $DOCN $NET

- Memory | $MU $DRAM $SNDK $STX $WDC

- Robotics / Physical AI | $VPG $TER $SYNA $LSCC $TTMI $OUST

- Hybrid Bonding | $ADEA $BESI $ONTO $KLIC

- CPUs | $AMD $INTC $ARM

- AI Enabled Software | $NAVN $ANET $BLDE

- Broader AI | $NBIS $PLAB $VICR $VRT $TSSI $MRVL $SHMD $AMKR $MTSI $DELL