Trumpzilla returns

$6,800 for a humanoid robot!!
Unitree isn't just competing; they're resetting the entire market.

The Unitree R1 Humanoid Robot is now available for pre-order on AliExpress for global buyers. Starting price of $6,806; deliveries are scheduled to begin on June 30th.

4'0" (123 cm) tall, 63.9 lb (29 kg).

- R1 AIR (Base Trim): 20 Degrees of Freedom (DOF).

- R1 & R1 EDU: 26 DOF (includes additional DOF in the waist and head).

- R1 EDU: Only model that supports custom software installation and provides full SDK access. Optional upgrades include robotic hands and an NVIDIA Jetson Orin.

The starting price applies to the base trim; pricing for the R1 and R1 EDU models has not yet been announced.

if you think building a humanoid is easy, think again.

Atmospheric reentry is one of the coolest things you’ll ever see.

Iran: We were inches away from achieving a deal with the U.S.

Me knowing why they failed:

🇺🇸🇮🇷 Donald Trump announced the imposition of a maritime blockade on Iran from April.

The aim is to deprive Tehran of the opportunity to export oil and increase pressure in the face of the failure of negotiations.

➥ The blockade applies to all ships entering or leaving Iranian ports.
➥ At the same time, the passage through the Strait of Hormuz for non-Iranian destinations is not expected to be restricted.
➥ Control will be carried out by the forces of CENTCOM (US Central Command).

Donald Trump also considers limited strikes on Iran as a "way out of the impasse" in the negotiations.

At the same time, in Iran announced that they were close to an agreement after intensive negotiations at the highest level, but accused the US of tightening demands, shifting goals and effectively disrupting the deal.

At the same time, Tehran stressed that Iran still has "unused opportunities" to respond to a possible maritime blockade.

Brent oil rose to ~$100 per barrel.

Trump: "We don't have to go through Hormuz."

Neither does anyone else if they buy American.

That's the entire strategic logic of the blockade in one sentence.

🇺🇸 US blocks Hormuz → Iran loses leverage AND oil revenue

🛢️ World needs oil → empty VLCCs already racing to US Gulf Coast

⛽ US fills the gap → at a price, on its terms

💸 Iran collects $0 in tolls → blockade defeats the toll booth

Starship V3 + Orbital Data Centers are online.

#SpaceX is about to rewrite the entire future: cheaper launches, massive bandwidth in orbit, and data centers floating above Earth.

This isn’t sci-fi anymore.

We’re watching the next giant leap happen in real time.

Approximately 36 major airlines worldwide have now signed up for Starlink in-flight internet

That’s not a small pilot program. That’s a full-scale revolution happening right now

From United and Southwest in the US, to British Airways, Air France, Lufthansa Group, Emirates, Qatar Airways and many more the list keeps growing fast

Total equipped aircraft across all airlines right now: ~700–800+ (and growing very fast)

Passengers are already experiencing what true high-speed, low-latency Wi-Fi feels like at 35,000 feet gate-to-gate connectivity with zero buffering, streaming, video calls, and work as if you’re on the ground

This is happening because Starlink’s low-Earth orbit constellation delivers internet that traditional geostationary satellites simply can’t match. Laser links between satellites, direct-to-aircraft beams, and the sheer scale of the network make it possible

The sky is no longer a dead zone. The airline industry is going full Starlink mode and this is only the beginning

YOLO detecting hay bales that are almost the same color as the field behind them.

Camouflage no longer works.

ultralytics.com

While everyone watches Hormuz, China has been building its alternative.

🗺️ Look at this map.

Port after port.
Financed.
Developed.
Managed.

From Morocco to Mozambique.
This is a naval network.

🟥 Chinese financed/managed ports entire African coastline
⚫ PLA Navy exercises hosted East & West Africa
🟠 Doraleh, Djibouti only overseas PLA naval base
🟡 Dual-use ports ready for military operations

Anthropic’s new Mythos model hit SaaS hard.

With valuations now near cycle lows, it may be a good time to look at the names where analysts still expect the strongest NTM revenue growth.

Top 10 fastest-growing SaaS names based on NTM estimates:
$PLTR +62.3%
$APP +38.5%
$ZETA +34.7%
$AXON +29.2%
$FIG +29.2%
$NET +28.8%
$ORCL +28.3%
$PANW +28.1%
$SNOW +26.2%
$FICO +26.1%

Why forward revenue growth matters:

It helps investors focus on where the business may be going, not just where it has been.
It also makes peer comparisons much cleaner, especially in software, where market leadership can change fast and current earnings often understate future operating leverage.

Forward revenue expectations help test whether the narrative still has support.

Which name on this list looks most interesting here?

Top 24 Market Leading Industry Groups by 1-Month Relative Strength

$SOXX – Broad Semiconductors
$SPMO – S&P 500 Momentum
$XSD – Semiconductors (Equal Weight)
$SMH – Semiconductor Giants
$GRID – Infrastructure & Electrical Equipment
$PAVE – U.S. Infrastructure
$EWZ – Brazilian Equities
$ILF – Latin America 40
$IDGT – Digital Infrastructure & Data Centers
$DRIV – EV & Autonomous Vehicles
$SLX – Steel
$BAI – AI & Tech Active
$QTUM – Quantum / AI
$WGMI – Crypto Mining
$COPX – Copper Miners
$FDRV – EV & Future Transport
$XTL – Telecom
$ROBO – Robotics & Automation
$REMX – Rare Earths
$LIT – Lithium & Battery
$XTN – Trucking
$KRE – Regional Banks
$XHB – Homebuilders (Equal Weight)
$GDX – Gold Miners

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