The state of $ETH holders rn

"Token austerity" advice coming from Big Tech is bizarre indeed. Strange times we live in for sure.

How it feels to discover AI for the first time:

We're all in the same boat with Mythos / Fable guys!
Source: Trust me bro!

Fable 5 was banned by the US government yesterday.

It's time to build your own Personal AI Computer and run local models. So no one can ever cut you off.

Here's how ↓

github.com/autonomous-ai/autonomous-computer

You'll find build guides for 2x / 4x / 8x GPU, for different budgets and use cases.

We open source everything (BOM, CAD, assembly instruction, and software setup).

President Trump says a deal with Iran is scheduled to be signed tomorrow, immediately reopening the Strait of Hormuz.

🇺🇸🇮🇷 Per U.S. officials, the vice president will sign the MOU in Geneva, after which the harder technical talks shift to Islamabad, fitting given Pakistan brokered the whole thing.

Trump will then use next week's G7 in France to ask world leaders to help monitor the Strait of Hormuz and keep Iran honest on the terms.

Two things worth noting.

Moving phase two to Islamabad cements Pakistan as the permanent guarantor, not just the courier.

And Trump seeking multinational monitoring of Hormuz means the strait's reopening becomes an international project, not a U.S. and Iran handshake, which is how you make a fragile deal harder for either side to quietly break.

Source: WSJ

$SIVE What’s wild is that most people think a 1,900% move means the run is over. In reality, the real game is just beginning.

Think about it:

Why are heavyweights like JPM and Fidelity buying in now, after a 20x move?

Because institutions don't buy micro-caps for a quick flip.

Their compliance and risk models wouldn't even let them look at this at 4 SEK.

They need size, liquidity, and a multi-billion dollar destination.

By entering now, they are validating the long-term thesis and building core positions for the next leg up.

As these institutions buy up large positions, fewer shares remain available on the open market.

Once the stock gets added to major indexes, automated funds will have to buy even more.

The hardest part isn't finding a winning stock, it’s having the patience to stay invested when big institutions finally arrive.

🇶🇦🇮🇷 Qatar is offering Iran $12 billion on a silver platter: $6B in previously frozen funds + another $6B as a fresh loan/credit line.

The first $6B is supposed to be “humanitarian,” the second stays under Qatar’s management but Tehran decides how to spend it.

The Gulf Arabs are literally paying Tehran to behave.

Source: Mehr News

You need to use Claude to build a personal OS.

If <60 seconds, you can build a habit tracker app that changes your life and boosts your daily productivity.

Track your calendar, to-do list, daily tasks & more - all locally stored.

Fact: Historically, Chinese models have lagged US models by 7 month.

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

$SPY I’m now up roughly 90% since I began allocating heavily to the S&P 500.

Not because I predict tops.
Not because I predict bottoms.

Because I buy fear.

Every major correction.
Every panic headline.
Every “this time is different” narrative.

The chart continues telling the same story it has told for decades:

Higher highs.
Higher lows.
Persistent earnings growth.
Relentless capital creation.

Last week’s pullback was viewed by many as a warning sign.

I viewed it as an opportunity.

While traders were debating whether the rally was over, institutions were quietly putting capital to work.

The trend remains intact.

• Price above the 200-day moving average
• TTM Squeeze firing higher
• OBV recovering
• Buyers continue defending pullbacks
• Long-term structure remains firmly bullish

The biggest mistake investors make is waiting for certainty.

By the time certainty arrives, the opportunity is usually gone.

The market rewards patience, discipline, and the willingness to act when others hesitate.

My strategy remains unchanged:

Buy quality.
Buy weakness.
Stay invested.

The long-term trend is still pointing higher.

$SPY $SPX $VOO $IVV #Investing #StockMarket

🚨 Exciting news! 🔀 OpenRouter Fusion is now available and it might help while Fable 5 is restricted.

💰 A budget panel!!
👀 👀 👉 Gemini 3 Flash + Kimi K2.6 + DeepSeek V4 Pro ➤ scored within 1% of Fable 5 performance at roughly half the cost

How to use it:.
→ Set model to "openrouter/fusion"

🔧 It runs server-side with tools enabled and supports custom panels.

🛡️ Set up ZDR for additional privacy!!!

Introducing the Fusion API, the smartest compound model in the market.

Fusion achieves Fable-level intelligence at half the price.

How it works 👇

openrouter.ai/fusion

openrouter.ai/docs/guides/features/server-tools/fusion

openrouter.ai/blog/announcements/fusion-beats-frontier/

Someone put Fable 5 on the pirate bay, 3.4TB 😂

The AI era is about to make a LOT of people obsolete...

Layoffs are through the roof, and big tech is only looking to automate more and more roles.

99% of people are at risk of being automated.

If you want to make yourself irreplaceable in the AI era, save this

$OUST provides the hardware and AI perception software with its BlueCity platform, while $CSCO acts as the ultimate distribution engine.

By embedding Ouster’s technology directly into Cisco’s industrial IoT architecture, the company bypasses traditional long sales cycles, gaining immediate access to Cisco’s massive network of municipal, state, and federal government clients worldwide.

The real value driver here is the shift toward high-margin, recurring software-as-a-service (SaaS) revenue.

Ouster is not just selling hardware; cities are subscribing to its data analytics platform to build real-time 3D digital twins of urban intersections, optimize traffic flow, and secure vehicle-to-everything (V2X) communication.

The commercial scalability is already proven.

The company recently deployed its traffic management system across more than 40 highway locations near the MetLife Stadium ahead of the 2026 FIFA World Cup, marking the fastest project deployment in the history of the New Jersey Department of Transportation.

By avoiding the volatile consumer automotive race and anchoring its growth to heavily funded government infrastructure spend, Ouster has secured a highly predictable, high-moat growth path.

This partnership with Cisco changes the fundamental scaling economics of the business and makes the stock a critical name to watch in the industrial tech sector.