June '26 LLM list (preliminary)

GPT-5.6 ❌
Claude Sonnet-4.8 ❌
Claude Mythos (official) ❌
Gemini 3.5 Pro ❌
Gemma 4 12B ✅
Grok 5 ❌
MiniMax M3 ✅
Nemotoron 3 Ultra ✅
Qwen3.7-Plus ✅
Qwen3.7-30B ❌ 🙏
Kimi K3.0 ❌
GLM 5.2 ❌
Hunyuan3 MoE ❌
MAI Thinking-1 ✅
MAI Code-1-Falsh (coding model) → VSCode ✅
MAI Image-2.5 ✅
MAI Image-2.5-Flash ✅
MAI Transcribe-1.5 ✅
MAI Voice-2 ✅
MAI Voice-2-Flash ✅

$CIFR CEO Tyler Page says the company may generate its own power on-site to move faster on AI data center demand.

Hyperscalers need power faster and Cipher may be able to “tap the pipeline” instead of waiting years on the grid.

Humanoid robots already have a podium.

‣3rd place goes to mobility.
Walking balance, recovery.

‣2nd place goes to work.
Carrying boxes sorting parts repeating factory tasks.

‣1st place belongs to autonomy.
Still loading.

The robot that needs fewer human corrections wins the next decade.

Which company gets there first?

$WULF TeraWulf's HPC revenue reached about $21M last quarter, up 117% QoQ as AI infrastructure demand continues to surge.

$MS Morgan Stanley's Stephen Byrd highlighted the company's power and infrastructure expertise as a key advantage.

With AI token demand outpacing available compute, $NBIS, $IREN, and $CRWV are well positioned to benefit.

$META trades at just 22x forward earnings and less than 13x operating cash flow, cheaper than $AAPL at 30.2x, $GOOGL at 29.9x, and $AMZN at 33.5x forward earnings.

At the same time, Meta is reportedly exploring raising tens of billions of dollars for AI infrastructure, signaling its AI investment cycle is still accelerating.

🇺🇸 JUST IN: OpenAI and the Trump administration are reportedly discussing a potential U.S. government stake in the AI startup.

15 sectors defining the next decade of investing

The megatrend map.

1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI.

2. Chips
$AMD · $AVGO · $MU
Compute, custom silicon, and memory. The full semiconductor stack.

3. Space
$RKLB · $ASTS · $PL
Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding.

4. ₿ Crypto
$COIN · $MSTR · $GLXY
Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles.

5. Energy
$VST · $NEE · $FSLR
AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables.

6. Drones
$AVAV · $KTOS · $ONDS
Autonomous defense and dual-use tech. Defense budgets are only going one direction.

7. Nuclear
$OKLO · $SMR · $LEU
The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced.

8. Robotics
$ISRG · $SYM · $PATH
Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale.

9. Quantum
$IONQ · $RGTI · $QBTS
Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works.

10. Batteries
$QS · $LAC · $BE
Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three.

11. Healthcare
$HIMS · $UNH · $LLY $MRNA
Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID.

12. Photonics
$AAOI · $COHR · $LITE
The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating.

13. Rare Earths
$MP · $USAR · $FCX
Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now.

14. Manufacturing
$ETN · $CAT · $GE
The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind.

15. Critical Minerals
$FCX · $UAMY · $CRML
Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural.

This isn’t a buy list. It’s a framework.

Find your highest-conviction themes. Size appropriately. Think in years.

🚨: Asteroid Psyche 16 has been found to contain gold reserves worth $700 quintillion.

That's enough to make everyone on Earth billionaires.

NASA’s Psyche mission suggest that 16 Psyche one of the largest objects in the asteroid belt is even richer in metal than previously believed

Here is the Asus RTX Spark mini Windows PC. With 128GB of unified memory it lands right below the $4,600 DGX Spark Linux PC and just above the $3,300 128GB AMD Strix Halo Win PC. The is a crowded pricing tier.

AmpliTech Group $AMPG and its connection with quantum.

$AMPG is primarily seen as an 5G O-RAN infrastructure play (and 6G in the future), next to having customers and partnerships for SATCOM and defense.

But one thing that I feel the market is underestimating is $AMPG's connection with quantum.

AmpliTech Group produces low-noise Cryogenic High Electron Mobility Transistor (HEMT) amplifiers, that are essential for quantum computing. Quantum computing requires qubits to be stored at temperatures of 4 Kelvin (-269 degrees Celsius). The signals that these qubits generate are very weak and require an amplifier.

At these extreme temperatures, almost all LNAs fail to work, because they generate too much heat and cause distortions.

$AMPG is the exception. Their low-noise Cryogenic HEMT amplifiers work under extremely low temperatures of 4 Kelvin and almost zero noise (lower than 0.1dB), and are fully produced in the United States. AMPG is the leading player when it comes to this type of hardware.

AmpliTech Group has officially disclosed that they have delivered Cryptogenic LNAs to two Fortune 50 companies already. We know that $IBM is almost certainly one of them, as they have an official partnership with $AMPG. The other one could be $GOOG or $MSFT.

Quantum computing is yet to be commercialized and is still sitting in the R&D stage. But the amount of money that goes around in R&D in these megacap firms is enormous. $IBM alone already spends $2 billion annually on quantum R&D.

You don't often find a company trading at merely ~$131 million market cap, that not only has a hand in 5G O-RAN infrastructure, SATCOM and defense, but also quantum through having two Fortune 50 customers.

It'll be interesting to see what happens to US Oil next week.

#WTI I'm still expecting a bounce before the sharp downward move begins. We'll see if that pans out.

$LASE - Did you listen?

$BB Building AI was Phase One.

Deploying AI into the physical world may be Phase Two.

Autonomous vehicles.

Industrial automation.

Medical devices.

Critical infrastructure.

As intelligence moves beyond the cloud, trusted operating systems become increasingly important.

qnx.software/en

The 2023 article on $SPCX using $BB QNX was about its past role in Falcon rockets. While SpaceX now runs mostly custom Linux, QNX remains trusted for real time systems.Stronger proof: In early 2026, NASA added official support for QNX SDP 8.0 to its core Flight System (cFS), used on 40+ missions. BlackBerry helped make it happen showing QNX is still a top choice for safety critical space tech.

Honestly speaking, im just going to keep adding to my Blackberry position as I think Physical AI itself and the core mechanisms is going to shift at a rapid space and anything under $15 on $BB is a add for me.

See you monday for market openings :)

etd.gsfc.nasa.gov/capabilities/core-flight-system/news/nasas-cfs-expands-operating-system-support-with-addition-of-qnx/

$SPCX IS USING $BB QNX real time OS??

Why is no one talking about this?

Humanoid Robotics supply chain.

While most operating systems are built as massive monolithic code structures, where a failure in one area can cascade, BlackBerry $BB QNX is fundamentally different at its core.

Its unique value lies in its microkernel architecture. Instead of containing all OS services within the kernel, QNX places them in tiny, isolated 'modules.' If a file system or network driver crashes, it doesn't bring down the entire system—the OS simply restarts that specific service module in milliseconds, preserving device integrity and safety-critical functions. This microkernel design is why QNX is chosen for the world’s most critical deployments, from robotic medical devices to autonomous vehicle platforms.

#BB #QNX #Microkernel #EmbeddedSystems #IoT #SafetyCritical #AutonomousVehicles