🔥 RTX Spark dethroned already?

Later this year expect to see the GMKTek Evo-X3, currently the most popular AMD Strix Halo PC, to release a follow on box w/an upgraded processor Gorgon Halo and up to 192 GB of RAM. Sorry RTX Spark 😁

$AMD believes unified memory architectures open up a "world of possibilities," will shape its product choices and roadmaps in the future.

LG Transforms Car Windshields Into Futuristic Transparent OLED Displays

ANTHROPIC JUST MADE AI AGENTS TALK TO ROBOTS

This guy connects claude to a physical robot via ROS and the robot figures out on its own how to move and find objects in a room

and anthropic just dropped managed agents that handle sessions, credentials and debugging loops automatically so building stuff like this went from days of infrastructure work to 30 minutes

The gap between “AI chatbot” and “AI that acts in the physical world” is closing faster than most people realize and we’re still in the early innings

github.com/agenticros

AI RECREATED THE MOST EXPENSIVE SHOT IN AN F1 FILM FOR 9 CENTS.

MOST PEOPLE STILL DON'T UNDERSTAND WHAT'S COMING.

WE ARE SO EARLY.

An Anthropic model that has not been released yet surfaced on Chinese API proxies before its launch.

per the leak, Oceanus is priced at an insane $16/M input and $80/M output tokens—nearly 3x more expensive than Claude Opus.

The model is codenamed Oceanus and belongs to the upcoming Mythos release.

It was leaked, repackaged, and sold before Anthropic completed safety testing.

Portfolio analytics with Monte Carlo simulations

100% open source.

Get it here free: github.com/ranaroussi/quantstats

$MP $UUUU $CCJ $OKLO $LEU | Japan proposes a new roadmap to rebuild up to 14 nuclear reactors by the 2050s to secure a stable power grid.

The proposal targets 16 gigawatts of new capacity to aggressively lower costly fossil fuel imports.

$MP $UUUU $UAMY $USAR $LAC $CRML | U.S. Ambassador Pete Hoekstra urges Canada to deepen ties across critical minerals to build a North American economic fortress.

The vision positions Canadian resource wealth as a core pillars for regional defense and manufacturing pipelines.

$IBM $QUBT $IONQ $HON $RGTI | Air Liquide joins a massive €115M Series A round for quantum hardware developer Quobly.

The deal accelerates commercial silicon chip manufacturing by leveraging existing semiconductor factory lines.

$SPCE is becoming one of my favorite setups right now.

The crowd is focused on the red candle.

I’m focused on the bigger picture.

Massive breakout.
Massive volume.
Massive attention.

Now comes the pullback.

The strongest trends rarely move in a straight line. They advance, consolidate, shake out weak hands and then continue.

The commercial space economy is finally getting attention again.

If support holds, this may end up looking less like a selloff and more like a reload opportunity.

#SpaceStocks #Trading #Investing #SpaceEconomy

$IREN looks exactly like the type of setup institutions quietly accumulate.

Not a broken chart.

A consolidation.

Not a failed breakout.

A retest.

The AI infrastructure buildout hasn’t slowed down.

Power, compute and datacenter capacity remain some of the most valuable assets in the market.

Chart speaks for itself

This one is firmly on my watchlist.

$LUNR isn’t just another space stock.

It sits directly inside one of the most important themes of the decade:

- Lunar infrastructure

- Commercial space economy

- NASA partnerships

- Autonomous exploration

- Space-based communications and logistics

The long-term thesis didn’t disappear because of one red candle.

What I’m Watching now

If buyers continue defending the $26-$30 area, this starts looking less like a collapse and more like a reset.

The strongest trends often shake out weak hands before making their next move.

Sometimes the best opportunities appear when sentiment is at its worst.

Big watch starting tomorrow

#SpaceStocks #LUNR #NASA #AI #Infrastructure #Stocks #Trading

$OPEN is exactly why patience matters.

I didn’t buy the anticipation.

I didn’t buy the hype.

I waited for confirmation.

The breakout never arrived.

Now price is testing support while maintaining the broader structure.

If support holds and buyers step back in, the risk/reward here becomes significantly more attractive than it was near resistance.

The market pays patience.

$OPEN #Stocks #Trading #Investing

$BB Everyone loved BlackBerry at $10.

Suddenly they’re worried at $9.

Nothing has changed in my thesis.

QNX is quietly becoming part of the infrastructure layer powering AI in the physical world.

Cars.

Robotics.

Industrial automation.

Healthcare.

Aerospace.

I’m not selling.

I’m looking at $8.50-$9.00 as a potential reload zone.

Westworld-like hand

Suzhou-bassed Rochu Robotics just tested a biomimetic hand that is completely different from the rigid motor-driven dexterous hands on the market: Pneumatic/Fluid-driven artificial muscles + 1:1 human skeletal structure.

These artificial muscles contract when pressurized,just like biological ones --pulling on biomimetic tendons to move the joints with smooth, natural motion.

Just 4 biomimetic muscles can easily lift a 3kg kettlebell, and demonstrate the versatility of flexible grasping…while also acing fast finger challenges (peace sign, rock on, counting, etc.) almost matching a real human hand.

True compliance and safety in human-robot interaction,no more cold, stiff mechanics.

This one is developing real life-like movement logic.

While you’re “buying the dip” insiders have been selling at record pace

What do they know?

If I had to line up humanoids for the FIFA World Cup this is what I would do.

NEO on the left wing because 1X is chasing the home robot role.

Optimus as striker because Tesla brings manufacturing pressure.

Figure 03 on the right because Figure is pushing the general purpose worker angle.

Phoenix in midfield because Sanctuary AI is focused on dexterous hands and labor tasks.

Walker S as the playmaker because UBTECH is strong in service and industrial demos.

GR 1 in midfield because Fourier brings the healthcare and assistive robotics angle.

Atlas in defense because Boston Dynamics still sets the standard for balance and body control.

Apollo beside it because Apptronik is built around warehouses and repetitive work.

Digit in defense because Agility Robotics has one of the clearest logistics use cases.

H1 on the right because Unitree brings speed, mobility and aggressive hardware.

G1 in goal because small humanoids may become the training ground for developers and labs.

My captain: Atlas for movement legacy.

Who would you put as captain?

#HumanoidRobots #Robotics #PhysicalAI #TeslaOptimus #FigureAI #Unitree #BostonDynamics #AgilityRobotics