$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

How much of a big deal is Apple going to make of AI Siri next week? Could we see M5 Mac Studio?

OpenAI topped 600 million monthly active users. That is insane presence and a big first mover advantage benefit.

Now you can choose models on OpenRouter based on cache hit rate! Very helpful when budeting token costs. The Amazon of tokens keeps delivering useful features.

openrouter.ai/anthropic/claude-opus-4.8/pricing

APPLE $AAPL HAD A SECRET CRISIS MEETING IN EARLY 2025 ABOUT AI

The topic: Apple Intelligence was a flop. The new Siri was about to be delayed. And rivals like OpenAI, Google, and Meta were lapping them.

Here's what came out of that meeting:

John Giannandrea, Apple's AI chief, was stripped of his portfolio and pushed out. Mike Rockwell, the engineer behind Vision Pro, was handed Siri. A deal was struck with Google to replace the underlying Siri models with Gemini and Google Cloud.

Tim Cook himself became more involved in AI than any other product initiative in a decade, personally voicing feature preferences and overriding his own lieutenants.

This Monday at WWDC, the result of all of it goes public: a completely rebuilt Siri with a standalone ChatGPT-rival app.

The new Siri is also one of Cook's final acts as CEO before John Ternus takes over

GPT 5.6 looks very close.

Nothing official yet, but the rumors are getting spicy:

• much stronger reasoning
• massive long context, possibly around 1.5M tokens
• better coding and full codebase understanding
• deeper Codex integration
• stronger agentic workflows
• faster tool use across apps
• better multimodal work
• and the big one: computer use pushing above human level on real desktop tasks

If even half of this is true, GPT 5.6 will be another step toward AI that can actually operate software, finish work, and move through the digital world like a real agent.

The new Nvidia DGX Station for Windows

The Ultra Desktop comes with up to 784GB of coherent memory and up to 20 petaflops FP4 compute

It can handle up to 1 trillion parameters locally

Systems based on it are available priced at up to around $85,000

*For #Linux. Nobody wants Windows

A developer makes $14k/month from 4 Mac Minis.

Together they run 70B+ models locally more than a single Mac Mini could handle.

Most people rent cloud GPUs every month.

He paid once and built his own AI cluster.

Started with one Mac Mini.
Then another.
Then another.
Then another.

Clients pay for inference.

Data never leaves the room.

Scaling just means stacking one more box on the desk.

Most people rent compute.

He owns it.

github.com/exo-explore/exo