Iran has revealed the details of the 'DRAFT' Memorandum of Understanding between the U.S. and Iran:

1. A complete lifting of all U.S. naval blockade within 30 days

2. Suspension of sanctions on Iranian oil

3. Immediate, permanent halt to war on all fronts, including Lebanon

4. Reopening of the Strait of Hormuz within 30 days

5. U.S. and its allies to present a reconstruction plan for Iran valued at $300 billion or more.

6. 60 days of talks on nuclear disagreements

7. This DRAFT excludes any talks on Iran's missile program or support of resistance fighters

8. The release of $24 billion of Iranian blocked funds

9. Half of Iran's $24 billion blocked funds must be released before final agreement talks can begin

10. Final agreement must be endorsed by the United Nations Security Council

7 fights. 7 KOs

Statistically impossible... but everything is theatre

We're perfectly on target for the market flash crash.

Stay tuned

9 “neocloud” stocks everyone’s chasing. Most people treat them as one bet. They’re three layers, with three different risk profiles.

Cloud layer, sells the compute: $NBIS $CRWV $WYFI

Bridge, owns power + going cloud: $IREN

Ex-miner power hosts: $APLD $WULF $CIFR $HUT $DGXX

You don’t pick one. You own across the layers and size each to its risk. The tell is who owns the power and locked the long contracts. $IREN and $NBIS did. 🧐

Me to the person who advised me to buy the dip this month

Anthropic is persuading the government to unban Fable 5

TRVST THE PLAN

If you regulate frontier AI like a weapon, don’t be shocked when it becomes a weapon.

What’s the counterargument?

THIS WEEK is a big week for space ... $SPCX is scheduled to launch Bluebirds 8, 9 and 10 for $ASTS on Wednesday, June 17th @ 2:39AM EDT from Cape Canaveral.

$ASTS BlueBirds 8, 9, and 10 are "Block 2" units, featuring the largest commercial phased-array antennas ever deployed in LEO (low Earth orbit) each spanning approximately 2,400 square feet per satellite ... AND, this weeks mission will be the first time three of these massive Block 2 satellites are deployed simultaneously ... a successful launch this week will be a genuine engineering milestone! 🤞🙏🛰️💫

Not your compute, not your model

You’re going to be very starkly reminded in 2027 that you’re in serious trouble because you trusted

Trillion Dollar Corporations

You thought you’d get personal AGI from Sam or Dario huh?

Trying to use physical force to bend the spoon is futile because it applies the rules of the illusion to the illusion itself

Welcome to the permanent underclass

Humanity feels weirdly close to either leveling up or faceplanting into history.

AI could help us cure disease, end scarcity, and build a world where survival is no longer a full time job.

But we’re stuck with doomers, decels, political tribes, petty power games, and institutions terrified of losing control.

The future is at peril because the technology is arriving faster than our courage.

The scariest AI future is not open source chaos.

It’s a tiny group of governments deciding who gets access to powerful AI.

Fable 5 update: its getting very interesting 👀

> Senior Anthropic staff have flown to Washington
> Meetings with Trump administration officials are underway
> Both sides reportedly want to resolve the dispute
> Anthropic is trying to convince officials that Fable and Mythos can be safely controlled

Something big could happen tomorrow

Will Fable return?

BREAKING: SpaceX $SPCX opens at $171

This is within $5 of an additional 10% share unlock.

Holy shit 🤡 I thought we had more time 😂😂😂

GPT 5.6 is delayed until the Fable 5 ban is resolved.

Anthropic is going to bring everyone down with them.

The strategic alliance between $SIVE and US manufacturing giant $GFS is the real fundamental engine driving the NASDAQ listing story.

By tackling the biggest bottleneck in AI infrastructure, this partnership transforms $SIVE from a small European tech firm into an indispensable piece of the American supply chain.

Earlier this month, the two companies announced a deep integration to advance silicon photonics for AI data centers. $SIVE provides the critical Indium Phosphide laser arrays that power $GFS cutting-edge SCALE™ CPO (Co-Packaged Optics) platforms.

This puts $SIVE right at the center of an optical transceiver market that is projected to balloon to $25 billion by 2030.

$SIVE has actively stacked its management team with former heavyweights from $GFS to bridge the gap to US markets:

Dr. Bami Bastani (Executive Chairman): Recently appointed to lead Sivers' board, Dr. Bastani is a well-known name on Wall Street. He serves as the primary bridge between the two companies, having previously served as Senior Vice President and General Manager at GlobalFoundries.

Raymond Biagan (Chief Revenue Officer): Sivers aggressively poached Biagan directly from GlobalFoundries in late 2025. During his time there, he managed accounts totaling over $1 billion in revenue. Today, he is leveraging that exact network to drive the commercial rollout of the joint AI photonics solutions to tier-one global customers.

Connecting to the US Government's "Genesis Mission"

The true long-term catalyst for $SIVE became clear just one day after their joint announcement.

$GFS officially joined the US Department of Energy’s "Genesis Mission" as a core industry partner. This federal initiative aims to accelerate AI-driven semiconductor design to tackle national security, scientific, and energy challenges using domestic US manufacturing.

Because $SIVE hardware is natively integrated into $GFS next-generation silicon photonics reference architectures, Sivers has effectively piggybacked its way into a highly exclusive, government-backed American tech ecosystem.

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

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