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

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

The triumvirate is real. Where do you align in this age? The choice is real.

Infinity Jukebox 🥁

Aletheia Capital maintains a Buy rating on $MU Micron, aggressively driving the price target to $1,600 from $650.

The firm projects a near term 30 to 40% memory price surge heading into the third quarter.

RBC Capital maintains an Outperform rating on $MU Micron, aggressively lifting price target to $1,200 from $525.

The firm expects the structural DRAM upcycle to push through another six quarters on severe supply limits.

Things are moving faster than ever... 🤡

$QMCO Every new datacenter, AI model and compute cluster ultimately depends on one thing: Power — and the efficient, tiered data storage infrastructure needed to ingest, manage, and archive massive unstructured datasets without blowing up costs or energy budgets. That is why the thesis around $QMCO remains compelling.

Quantum Corp delivers end-to-end data management solutions tailored for the AI era: high-performance ingest for training workloads, durable data lakes, and intelligent tiering to tape/object storage that slashes power, cooling, and long-term costs. With solutions like ActiveScale and Scalar addressing exactly the supply chain and energy constraints hyperscalers are facing, they’re positioned to capture real share as AI data volumes explode.

Technically, after a strong impulsive move, price is now consolidating in a tightening range near the highs with constructive volume on the green days. Classic compression setup — coiled and building energy right before it breaks and takes off.

Catalysts to watch:

Full Q4/FY 2026 earnings release and commentary today (prelims already beat guidance with ~$77.5M revenue).
Momentum in large AI data lake deployments and tape repatriation wins from hyperscalers.

The AI revolution will not be constrained by chips alone. It will be constrained by access to power and smart data infrastructure. Companies like $QMCO solving that bottleneck deserve attention.

The real deal model

$AMD CEO Lisa Su just dropped the most powerful mini-PC ever built.

"Lunchbox" sized and built to run 200B+ parameter local LLMs