💸 The Fed's balance sheet decreased by $14,859,000,000 in one week
▪️Market expectations (Fed rate):
- PAUSE until October 2026.
▪️Goolsbee, Fed Chairman:
- Inflation remains too high.
- If the rate is lowered too much, inflation could accelerate even more.
▪️Barkin, Fed Chairman:
- The current Fed DCO is in a good position to respond to new shocks.
- The possibility of raising the rate will depend on the reaction of businesses and consumers.
- Long-term inflation expectations remain under control.
▪️Waller, Fed Chairman:
- I don't think the Fed should consider raising the rate in the near future.
- Lowering the rate now seems inappropriate given the recent data on inflation and employment.
- Inflation will be the main factor for the Fed's decisions in the near future.
- The labor market is stabilizing, and unemployment remains low.
- Rising bond yields could help curb inflation.
- The Fed's balance sheet could be reduced by an additional $300-500 billion.
▪️Market expectations (Fed rate):
- PAUSE until October 2026.
▪️Goolsbee, Fed Chairman:
- Inflation remains too high.
- If the rate is lowered too much, inflation could accelerate even more.
▪️Barkin, Fed Chairman:
- The current Fed DCO is in a good position to respond to new shocks.
- The possibility of raising the rate will depend on the reaction of businesses and consumers.
- Long-term inflation expectations remain under control.
▪️Waller, Fed Chairman:
- I don't think the Fed should consider raising the rate in the near future.
- Lowering the rate now seems inappropriate given the recent data on inflation and employment.
- Inflation will be the main factor for the Fed's decisions in the near future.
- The labor market is stabilizing, and unemployment remains low.
- Rising bond yields could help curb inflation.
- The Fed's balance sheet could be reduced by an additional $300-500 billion.
Dow Chemical is putting a nuclear reactor on a petrochemical plant.
First industrial-scale advanced nuclear deployment in North America.
X-energy's Xe-100 at Dow's Seadrift, Texas facility:
→ 4 units × 80 MWe = 320 MW electricity
→ 200 MW of high-temperature steam per unit for industrial processes
→ Baseload power + industrial heat...Simultaneously.
This is the capability gap no one talks about.
Solar and wind generate electricity.
They can't deliver the high-pressure, high-temperature steam that chemicals, refining, and heavy industry run on.
Nuclear can and Long Mott is the first proof of concept at industrial scale.
AI data centers get all the nuclear headlines.
But industrial heat is 20% of global energy demand with almost no clean alternatives.
If this works at Seadrift, the replication opportunity across petrochemicals, steel, and refining is enormous.
Dow didn't sign a clean power certificate.
It put a reactor on its own site.
First industrial-scale advanced nuclear deployment in North America.
X-energy's Xe-100 at Dow's Seadrift, Texas facility:
→ 4 units × 80 MWe = 320 MW electricity
→ 200 MW of high-temperature steam per unit for industrial processes
→ Baseload power + industrial heat...Simultaneously.
This is the capability gap no one talks about.
Solar and wind generate electricity.
They can't deliver the high-pressure, high-temperature steam that chemicals, refining, and heavy industry run on.
Nuclear can and Long Mott is the first proof of concept at industrial scale.
AI data centers get all the nuclear headlines.
But industrial heat is 20% of global energy demand with almost no clean alternatives.
If this works at Seadrift, the replication opportunity across petrochemicals, steel, and refining is enormous.
Dow didn't sign a clean power certificate.
It put a reactor on its own site.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨The US has sanctioned countries since 1807.
Russia has 9,302.
Iran has 3,776.
And both still sit at the center of global energy markets.
Top targets by sanction count:
→ Russia: 9,302
→ Iran: 3,776
→ Syria: 1,654
→ North Korea: 817
→ Venezuela: 707
→ China: 1,017
→ UAE: 542
The UAE at 542 surprises most people.
Secondary sanctions on entities facilitating Russian and Iranian oil trade explain it.
China at 1,017 since 2014 and accelerating across tech, military, and energy supply chains.
The hard truth this map shows:
Sanctions are the West's sharpest economic weapon.
But Russia still exports 10 million barrels a day.
Iran still controls Hormuz.
The most sanctioned countries are often the most central to global energy flows.
That contradiction defines modern commodity geopolitics.
Russia has 9,302.
Iran has 3,776.
And both still sit at the center of global energy markets.
Top targets by sanction count:
→ Russia: 9,302
→ Iran: 3,776
→ Syria: 1,654
→ North Korea: 817
→ Venezuela: 707
→ China: 1,017
→ UAE: 542
The UAE at 542 surprises most people.
Secondary sanctions on entities facilitating Russian and Iranian oil trade explain it.
China at 1,017 since 2014 and accelerating across tech, military, and energy supply chains.
The hard truth this map shows:
Sanctions are the West's sharpest economic weapon.
But Russia still exports 10 million barrels a day.
Iran still controls Hormuz.
The most sanctioned countries are often the most central to global energy flows.
That contradiction defines modern commodity geopolitics.
The best AI subsectors to invest in right now:
(literally printing 300%+ gains over the past year)
- AI Software
- Battery & Energy Storage
- Chip Design
- Chip Design & Equipment
- Compute Mining
- Critical Minerals
- Energy Infrastructure
- Foundry
- Hyperscale Cloud
- Manufacturing
- Memory
- Neocloud
- Networking Equipment
- Optics
- Optics & Optical Modules
- Power Electronics
- Servers & Thermal Management
- Space & Connectivity
(literally printing 300%+ gains over the past year)
- AI Software
- Battery & Energy Storage
- Chip Design
- Chip Design & Equipment
- Compute Mining
- Critical Minerals
- Energy Infrastructure
- Foundry
- Hyperscale Cloud
- Manufacturing
- Memory
- Neocloud
- Networking Equipment
- Optics
- Optics & Optical Modules
- Power Electronics
- Servers & Thermal Management
- Space & Connectivity
✍1
🇨🇭 Global One SI - Prompt
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The SpaceX IPO gives retail investors class A shares with 1 vote each, while Elon Musk gets class B shares at 10 votes.
Since Elon Musk owns 41% of $SPCX, he will control 85% of the shareholder votes, giving retail absolutely no power in dilution or direction of the empire. 🤪
Since Elon Musk owns 41% of $SPCX, he will control 85% of the shareholder votes, giving retail absolutely no power in dilution or direction of the empire. 🤪
🐳1
Despite Jerome Powell no longer being Fed chair and Kevin Warsh taking over, the Not QE QE printing continues.
Federal Reserve's holding of T-Bills jumped again this week to $459 billion.
Keep in mind, at the height of the 2020 crisis, the Federal Reserve held $325 billion, so we are significantly above that level.
Federal Reserve's holding of T-Bills jumped again this week to $459 billion.
Keep in mind, at the height of the 2020 crisis, the Federal Reserve held $325 billion, so we are significantly above that level.
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🇺🇸 The SEC just approved Nasdaq Bitcoin index options trading.
BIG 🚀
BIG 🚀
Focus on these 52 leading names trading above $100M dollar volume — they may outperform what your own watchlist is surfacing. Do a screen on screen for entry idea.
$FLY — Aerospace & Defense
$LUNR — Aerospace & Defense
$PL — Aerospace & Defense
$RKLB — Aerospace & Defense
$CENX — Aluminum
$HUT — Capital Markets
$IREN — Capital Markets
$MARA — Capital Markets
$WULF — Capital Markets
$ASTS — Communication Equipment
$CIEN — Communication Equipment
$NOK — Communication Equipment
$DELL — Computer Hardware
$IONQ — Computer Hardware
$QBTS — Computer Hardware
$RGTI — Computer Hardware
$SNDK — Computer Hardware
$STX — Computer Hardware
$GH — Diagnostics & Research
$BE — Electrical Equipment & Parts
$FPS — Electrical Equipment & Parts
$PLUG — Electrical Equipment & Parts
$GLW — Electronic Components
$TTMI — Electronic Components
$APLD — Information Technology Services
$CIFR — Information Technology Services
$VG — Oil & Gas Midstream
$MP — Other Industrial Metals & Mining
$USAR — Other Industrial Metals & Mining
$COHR — Scientific & Technical Instruments
$AXTI — Semiconductor Equipment & Materials
$ALAB — Semiconductors
$AMD — Semiconductors
$ARM — Semiconductors
$CRDO — Semiconductors
$GFS — Semiconductors
$INTC — Semiconductors
$LSCC — Semiconductors
$MRVL — Semiconductors
$MU — Semiconductors
$MXL — Semiconductors
$NVTS — Semiconductors
$QCOM — Semiconductors
$RMBS — Semiconductors
$SMTC — Semiconductors
$SWKS — Semiconductors
$TSEM — Semiconductors
$VSH — Semiconductors
$DOCN — Software Infrastructure
$NBIS — Software Infrastructure
ENPH — Solar
IRDM — Communication Services
$FLY — Aerospace & Defense
$LUNR — Aerospace & Defense
$PL — Aerospace & Defense
$RKLB — Aerospace & Defense
$CENX — Aluminum
$HUT — Capital Markets
$IREN — Capital Markets
$MARA — Capital Markets
$WULF — Capital Markets
$ASTS — Communication Equipment
$CIEN — Communication Equipment
$NOK — Communication Equipment
$DELL — Computer Hardware
$IONQ — Computer Hardware
$QBTS — Computer Hardware
$RGTI — Computer Hardware
$SNDK — Computer Hardware
$STX — Computer Hardware
$GH — Diagnostics & Research
$BE — Electrical Equipment & Parts
$FPS — Electrical Equipment & Parts
$PLUG — Electrical Equipment & Parts
$GLW — Electronic Components
$TTMI — Electronic Components
$APLD — Information Technology Services
$CIFR — Information Technology Services
$VG — Oil & Gas Midstream
$MP — Other Industrial Metals & Mining
$USAR — Other Industrial Metals & Mining
$COHR — Scientific & Technical Instruments
$AXTI — Semiconductor Equipment & Materials
$ALAB — Semiconductors
$AMD — Semiconductors
$ARM — Semiconductors
$CRDO — Semiconductors
$GFS — Semiconductors
$INTC — Semiconductors
$LSCC — Semiconductors
$MRVL — Semiconductors
$MU — Semiconductors
$MXL — Semiconductors
$NVTS — Semiconductors
$QCOM — Semiconductors
$RMBS — Semiconductors
$SMTC — Semiconductors
$SWKS — Semiconductors
$TSEM — Semiconductors
$VSH — Semiconductors
$DOCN — Software Infrastructure
$NBIS — Software Infrastructure
ENPH — Solar
IRDM — Communication Services
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OpenAI is trying to build an empire to control the world.
Professor Jiang:
"There are 3 ways OpenAI is trying to become an empire - religion, relentless expansion, and world control with AGI."
What do you think about this?
Professor Jiang:
"There are 3 ways OpenAI is trying to become an empire - religion, relentless expansion, and world control with AGI."
What do you think about this?
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Someone connected Open Claw to their Meta Ray-Bans.
Shawn looks at a box of lens wipes and tells his agent to add them to his Amazon cart.
No phone. No keyboard. No app. Just glasses.
Shawn looks at a box of lens wipes and tells his agent to add them to his Amazon cart.
No phone. No keyboard. No app. Just glasses.
✍1👀1
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What's inside a GPU
Modern GPUs are marvels of engineering, packing billions of transistors into a single chip.
The NVIDIA RTX 3090 alone holds around 28 billion, while the latest Blackwell B200 GPU has already crossed 100 billion.
Modern GPUs are marvels of engineering, packing billions of transistors into a single chip.
The NVIDIA RTX 3090 alone holds around 28 billion, while the latest Blackwell B200 GPU has already crossed 100 billion.
🇨🇭 Global One SI - Prompt
What's inside a GPU Modern GPUs are marvels of engineering, packing billions of transistors into a single chip. The NVIDIA RTX 3090 alone holds around 28 billion, while the latest Blackwell B200 GPU has already crossed 100 billion.
Inside a GPU: billions of transistors working in perfect harmony to bring visuals and AI to life
Photonics continues to be the leading theme this year:
$SIVE Sivers Semiconductors +1656.63%
$IQE IQE +863.16%
$AXTI AXT Inc +718.78%
$AAOI Applied Optoelectronics +399.28%
$ALRIB Riber +338.86%
$AEHR Aehr Test Systems +328.79%
$LWLG Lightwave Logic +295.38%
$WOLF Wolfspeed +290.88%
$OPTX Syntec Optics +268.28%
$AIXA Aixtron +209.75%
$VIAV Viavi Solutions +174.29%
$HIMX Himax Technologies +154.41%
$LITE Lumentum +145.24%
$STM STMicroelectronics +144.28%
$CIEN Ciena +141.93%
$TSEM Tower Semiconductor +135.23%
$GFS GlobalFoundries +132.28%
$UMC United Microelectronics + 131.81%
$SIVE Sivers Semiconductors +1656.63%
$IQE IQE +863.16%
$AXTI AXT Inc +718.78%
$AAOI Applied Optoelectronics +399.28%
$ALRIB Riber +338.86%
$AEHR Aehr Test Systems +328.79%
$LWLG Lightwave Logic +295.38%
$WOLF Wolfspeed +290.88%
$OPTX Syntec Optics +268.28%
$AIXA Aixtron +209.75%
$VIAV Viavi Solutions +174.29%
$HIMX Himax Technologies +154.41%
$LITE Lumentum +145.24%
$STM STMicroelectronics +144.28%
$CIEN Ciena +141.93%
$TSEM Tower Semiconductor +135.23%
$GFS GlobalFoundries +132.28%
$UMC United Microelectronics + 131.81%
💯1
Most people compare AI tools like this:
Claude AI = smart
Perplexity AI = search
But after using both for months…
I realized Perplexity Computer can actually save far more time.
Here’s why 👇 Save this for latter 🔖
1. Problem with traditional AI workflows
If you use Claude for research, usually you have to:
Search Google
Open multiple articles
Copy the information
Paste it into Claude
Ask it to summarize
That’s 5 steps.
2. Perplexity changes this workflow.
Instead of doing all that:
You just ask one question.
Perplexity will:
• search the web
• analyze sources
• summarize the answer
• show citations
All in one step.
3. Example
Ask Claude:
Latest AI startup funding trends
You often still need to bring the sources yourself.
Ask Perplexity the same question:
You get
• sources
• summaries
• links to articles
• follow-up questions
Instantly.
4. Why this matters
For creators, founders, and researchers:
Time = leverage.
Saving even 30–60 minutes a day on research adds up quickly.
. Where Claude still wins
Claude is excellent for:
• long-form writing
• deep analysis
• complex reasoning
It’s one of the smartest models available.
6. But Perplexity Computer is becoming something different:
AI + Search Engine + Research Assistant.
That combination makes it extremely practical for daily work.
7. My current workflow:
Research → Perplexity
Writing / thinking → Claude
Best of both worlds.
Claude AI = smart
Perplexity AI = search
But after using both for months…
I realized Perplexity Computer can actually save far more time.
Here’s why 👇 Save this for latter 🔖
1. Problem with traditional AI workflows
If you use Claude for research, usually you have to:
Search Google
Open multiple articles
Copy the information
Paste it into Claude
Ask it to summarize
That’s 5 steps.
2. Perplexity changes this workflow.
Instead of doing all that:
You just ask one question.
Perplexity will:
• search the web
• analyze sources
• summarize the answer
• show citations
All in one step.
3. Example
Ask Claude:
Latest AI startup funding trends
You often still need to bring the sources yourself.
Ask Perplexity the same question:
You get
• sources
• summaries
• links to articles
• follow-up questions
Instantly.
4. Why this matters
For creators, founders, and researchers:
Time = leverage.
Saving even 30–60 minutes a day on research adds up quickly.
. Where Claude still wins
Claude is excellent for:
• long-form writing
• deep analysis
• complex reasoning
It’s one of the smartest models available.
6. But Perplexity Computer is becoming something different:
AI + Search Engine + Research Assistant.
That combination makes it extremely practical for daily work.
7. My current workflow:
Research → Perplexity
Writing / thinking → Claude
Best of both worlds.
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🎗️ "Medium-Sized" LLM Burners Coming Soon! 🔥
This Could Make Local HyperToken Generation a Reality. ⚡️ NVIDIA’s worst nightmare? 😱
⚙️ Application-Specific Hardware
Taalas new PCIe ASIC board would burn the entire medium-sized Qwen 3.5-27B LLM straight into silicon 🤯 (already doing it with small models)
Taalos said medium models on ASIC would be available in their lab by Spring '26.
💭Imagine:
🚫 No more loading weights
🚀 ~10,000 Tokens Per Second locally (Llama 3.1 8B already @ 17,000 tps)
💻 Standard PC slot, ultra-low power (10x less) 🔋
🌍 100% offline with no cloud, no GPU farm
💰 Reddit unit cost rumor $300 to $400
🖥️ Imagine HyperToken generation on your desktop.
🤖 AI agents that think at light speed. ⚡️ Are you ready?
This Could Make Local HyperToken Generation a Reality. ⚡️ NVIDIA’s worst nightmare? 😱
⚙️ Application-Specific Hardware
Taalas new PCIe ASIC board would burn the entire medium-sized Qwen 3.5-27B LLM straight into silicon 🤯 (already doing it with small models)
Taalos said medium models on ASIC would be available in their lab by Spring '26.
💭Imagine:
🚫 No more loading weights
🚀 ~10,000 Tokens Per Second locally (Llama 3.1 8B already @ 17,000 tps)
💻 Standard PC slot, ultra-low power (10x less) 🔋
🌍 100% offline with no cloud, no GPU farm
💰 Reddit unit cost rumor $300 to $400
🖥️ Imagine HyperToken generation on your desktop.
🤖 AI agents that think at light speed. ⚡️ Are you ready?
👀1
🔥 AMD’s Ryzen AI Halo PC official updates
⭐ What We Now Know
📅 June 2026 → First Ryzen AI Halo launches
• $3,999 at Micro Center only
• Ryzen AI Max+ 395 (Strix Halo)
• 128 GB unified memory
• Up to 200B parameter models locally
🎯 Q3 2026 → Big refresh (Gorgon Halo)
• Ryzen AI Max PRO 400 Series
• Up to 192 GB unified + 160 GB VRAM
• Up to 300B parameters
• Flagship: 16C/32T • 5.2 GHz • Radeon 8065S (40 CUs) • 55 TOPS NPU
Full ROCm stack • Windows + Linux • Agent Computers focus
This is $AMD’s push into high-end local AI dev hardware.
⭐ What We Now Know
📅 June 2026 → First Ryzen AI Halo launches
• $3,999 at Micro Center only
• Ryzen AI Max+ 395 (Strix Halo)
• 128 GB unified memory
• Up to 200B parameter models locally
🎯 Q3 2026 → Big refresh (Gorgon Halo)
• Ryzen AI Max PRO 400 Series
• Up to 192 GB unified + 160 GB VRAM
• Up to 300B parameters
• Flagship: 16C/32T • 5.2 GHz • Radeon 8065S (40 CUs) • 55 TOPS NPU
Full ROCm stack • Windows + Linux • Agent Computers focus
This is $AMD’s push into high-end local AI dev hardware.
✍1