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.

🇺🇸 The SEC just approved Nasdaq Bitcoin index options trading.

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

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?

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.

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%

The pace of innovation is no longer linear. It’s exponential.

we are living at the steepest point in human history.

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.

🎗️ "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?

🔥 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.

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

The AI Revolution is transforming South Korea's economy:

South Korea's exports surged +52.6% YoY in the first 20 days of May, the strongest reading on record.

This marks an acceleration from the already massive +49.4% gain seen in the first 20 days of April.

This is also the 4th consecutive month with growth of at least +40.0%.

The surge was driven by semiconductor exports that soared +202.1% YoY, fueled by AI and data center investment demand.

Furthermore, shipments of computer-related products surged +305.5%, underpinned by continued investment in AI infrastructure.

On an unadjusted basis, exports rose +64.8% YoY, with imports up +29.3%, leaving a trade surplus of $11 billion.

South Korea's economy has never been hotter.

Bank of America initiates Oklo $OKLO with a Buy rating and sets price target at $80.

The analyst notes that Oklo's vertically integrated build-own-operate model positions it as an early leader to capture premium AI data center demand.

Rocket Lab $RKLB successfully launches the "Viva La StriX" mission, deploying Synspective's ninth radar observation satellite into a 572KM orbit.

This 88th flight reinforces Rocket Lab's role as the firm's sole launch partner.

$MP $UUUU $UAMY $USAR $LAC $CRML | China unveils strict rules under its revised Mineral Resources Law, effective June 15.

The decree establishes a strategic origin reserve system, requiring key minerals to be locked in the ground for at least 5 years to protect supply.

Micron $MU begins manufacturing advanced 1a DRAM chips at the upgraded facility in Manassas, Virginia.

The expansion quadruples domestic DDR4 wafer supply to support critical long lifecycle needs across the defense and auto sectors.

$MU/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Globalone.ch #Prompt #AI