$BOT, a closed-end robotics fund that listed on NASDAQ just days ago, is already trading at more than 5x of its NAV.
That’s the premium investors are willing to pay for liquid exposure to blue-chip humanoid names like Figure, Apptronik and others.
That’s the premium investors are willing to pay for liquid exposure to blue-chip humanoid names like Figure, Apptronik and others.
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BlackRock is trying to buy 13% of the entire SpaceX IPO in one order.
- They want $5 to $10 billion of the $75 billion raise
- BlackRock manages $11.5 trillion in total assets
- They’re deploying from their conviction funds, not index funds
- The IPO is already 10x oversubscribed before BlackRock even entered
- Retail gets 30%. BlackRock alone wants 13%
- Institutions are fighting over the rest like sharks
- Ticker: SPCX. Nasdaq. June 12
The largest asset manager on the planet just gave you alpha and you are not paying attention.
- They want $5 to $10 billion of the $75 billion raise
- BlackRock manages $11.5 trillion in total assets
- They’re deploying from their conviction funds, not index funds
- The IPO is already 10x oversubscribed before BlackRock even entered
- Retail gets 30%. BlackRock alone wants 13%
- Institutions are fighting over the rest like sharks
- Ticker: SPCX. Nasdaq. June 12
The largest asset manager on the planet just gave you alpha and you are not paying attention.
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Ron Baron on CNBC:
1. Starlink will be worth up to $14T
2. SpaceX will be worth $10T - $30T or more
3. $1B IPO order
4. Would NOT bet on SpaceX-Tesla merger
5. Terafab saves big margins, 50X chips needed
6. Never bet against a guy with superpowers who will never give up
1. Starlink will be worth up to $14T
2. SpaceX will be worth $10T - $30T or more
3. $1B IPO order
4. Would NOT bet on SpaceX-Tesla merger
5. Terafab saves big margins, 50X chips needed
6. Never bet against a guy with superpowers who will never give up
🇨🇭 Global One SI - Prompt
Photo
Every wealth-creating wave looks obvious in hindsight and invisible while it's happening.
🇨🇭 Global One SI - Prompt
Dario Amodei's ONLY goal is to give Anthropic as much compute as possible. If his master plan goes through, he will, without a doubt, win the AI race.
No CAREER ARC in history looks like this one
Dario Amodei left OpenAI in 2021.
took a handful of people with him. started Anthropic.
5 years later:
- surpassed OpenAI at $1 TRILLION Valuation.
- $30B annualized revenue vs OpenAI $25B
- Claude code alone went from $0 to $1B in 6 months
Dario Amodei left OpenAI in 2021.
took a handful of people with him. started Anthropic.
5 years later:
- surpassed OpenAI at $1 TRILLION Valuation.
- $30B annualized revenue vs OpenAI $25B
- Claude code alone went from $0 to $1B in 6 months
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THIS IS UNUSUAL:
🇺🇸 Donald Trump made 3,700+ stock trades in Q1 2026.
40 per day.
One every 6 minutes.
Up 100%+ on AMD, Intel, Bloom Energy, Marvell, Seagate, SanDisk, Iridium, Intuitive Machines, Penguin Solutions and Vishay.
Up 20%+ on nearly every other name in the book.
Funny how all of these companies have direct dealings with his administration: chips, defense, energy, AI infrastructure.
Greatest trader on Wall Street?
Or greatest information edge in Washington?
🇺🇸 Donald Trump made 3,700+ stock trades in Q1 2026.
40 per day.
One every 6 minutes.
Up 100%+ on AMD, Intel, Bloom Energy, Marvell, Seagate, SanDisk, Iridium, Intuitive Machines, Penguin Solutions and Vishay.
Up 20%+ on nearly every other name in the book.
Funny how all of these companies have direct dealings with his administration: chips, defense, energy, AI infrastructure.
Greatest trader on Wall Street?
Or greatest information edge in Washington?
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Wild usecase of robotics.
An exoskeleton moves a expert pianist’s fingers at high speed, nudging them to execute faster keystrokes than they normally can, so the brain gets used to a higher “speed setting” and can break past a performance plateau.
An exoskeleton moves a expert pianist’s fingers at high speed, nudging them to execute faster keystrokes than they normally can, so the brain gets used to a higher “speed setting” and can break past a performance plateau.
🔥Tether is accumulating gold at a pace that rivals central banks:
Tether purchased 6.5 tonnes of gold in Q1 2026, bringing total holdings to a record 132 tonnes.
Over the last 6 quarters, Tether has purchased ~73 tonnes of gold in total, surpassing China's central bank purchases of ~49 tonnes over the same period by nearly +50%.
Tether's gold holdings have more than DOUBLED over the last 12 months.
In 2025, Tether acquired more gold than every central bank except Poland.
Tether is now competing directly with central banks for gold.
Tether purchased 6.5 tonnes of gold in Q1 2026, bringing total holdings to a record 132 tonnes.
Over the last 6 quarters, Tether has purchased ~73 tonnes of gold in total, surpassing China's central bank purchases of ~49 tonnes over the same period by nearly +50%.
Tether's gold holdings have more than DOUBLED over the last 12 months.
In 2025, Tether acquired more gold than every central bank except Poland.
Tether is now competing directly with central banks for gold.
🇨🇭 Global One SI - Prompt
Every wealth-creating wave looks obvious in hindsight and invisible while it's happening.
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Our humanoid robots have now crossed 100,000 packages!
As a reminder, this is happening fully autonomous. The robots are networked together to run 24/7 operations
As a reminder, this is happening fully autonomous. The robots are networked together to run 24/7 operations
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Meanwhile, China’s robot is throwing flying kicks like it joined an action movie, while USA’s robot is calmly packing boxes like the shift manager is watching.
Who wins in the long run?
The one that can challenge real environments and master complex movement, or the one that stays focused and gets the job done?
Who wins in the long run?
The one that can challenge real environments and master complex movement, or the one that stays focused and gets the job done?
🇨🇭 Global One SI - Prompt
Meanwhile, China’s robot is throwing flying kicks like it joined an action movie, while USA’s robot is calmly packing boxes like the shift manager is watching. Who wins in the long run? The one that can challenge real environments and master complex movement…
Robots do not need to be superhuman. They just need to be good enough.
No fatigue. No bathroom breaks. 24/7 work. Autonomous battery swaps.
Once that is reliable, blue collar work is cooked within 10 years or less.
No fatigue. No bathroom breaks. 24/7 work. Autonomous battery swaps.
Once that is reliable, blue collar work is cooked within 10 years or less.
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#calendar
⚡️ Calendar of key events for this week:
Monday, May 18:
🌎 Meeting of G7 finance ministers and central bank governors in Paris - Day 1
Tuesday, May 19:
🌎 Meeting of G7 finance ministers and central bank governors - Day 2
Wednesday, May 20:
🇺🇸 USA - Minutes from the last Fed meeting - 21:00
Thursday, May 21:
🇺🇸 USA - Initial Jobless Claims - 15:30
🇺🇸 USA - Manufacturing/Services/Composite PMI (May) - 16:45
🇺🇸 USA - Fed balance sheet - 23:30
Friday, May 22:
🇺🇸 USA - Consumer inflation expectations (May) - 18:00
Monday, May 18:
🌎 Meeting of G7 finance ministers and central bank governors in Paris - Day 1
Tuesday, May 19:
🌎 Meeting of G7 finance ministers and central bank governors - Day 2
Wednesday, May 20:
🇺🇸 USA - Minutes from the last Fed meeting - 21:00
Thursday, May 21:
🇺🇸 USA - Initial Jobless Claims - 15:30
🇺🇸 USA - Manufacturing/Services/Composite PMI (May) - 16:45
🇺🇸 USA - Fed balance sheet - 23:30
Friday, May 22:
🇺🇸 USA - Consumer inflation expectations (May) - 18:00
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The European brain cannot comprehend that Americans do this for fun.
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Mike Tyson mastered the peek-a-boo stance in boxing. 🥊
Great traders master the “sit back and wait” stance in the stock market. 📈
Both know one thing:
You don’t throw punches at everything.
Tyson waited for the perfect opening before exploding with power.
Smart investors wait for the perfect setup before attacking the market.
Patience. Timing. Precision.
That’s how champions win — in boxing and in trading. 🔥
Great traders master the “sit back and wait” stance in the stock market. 📈
Both know one thing:
You don’t throw punches at everything.
Tyson waited for the perfect opening before exploding with power.
Smart investors wait for the perfect setup before attacking the market.
Patience. Timing. Precision.
That’s how champions win — in boxing and in trading. 🔥
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