$TII $ALOY $MP $UUUU $USAR $CRML $LAC | The US Army awards historic leases allowing commercial firms to build critical mineral processing plants on military bases.

The first of a kind partnerships with Titan and REalloys onshore graphite and rare earth refining by 2028.

$MP $UUUU $USAR $UAMY $LAC $CRML | Japan maps a massive $2.3 trillion roadmap across 17 strategic sectors to eliminate austerity and build economic security.

The multi decade public private plan prioritizes heavy funding into advanced semiconductors, robotics, and defense.

Atoms are catching up to bits.

In 2016, the top US private company value was dominated by software:

• AI & software: $305B
• Fintech & payments: $31B
• Cloud infrastructure: $26B

By 2026, the chart looks very different:

• AI & software: $1.97T
• Physical AI & robotics: $263B
• Fintech & payments: $245B
• Computing hardware: $36B
• Health care & biotech: $27B
• Quantum computing: $24B

Physical AI and robotics have now passed fintech in total value among the top 100 US private companies.

The capital shift is clear.

Robotics is no longer a side category.

It is becoming one of the main stacks of the AI economy.

STARMIND SATELLITES: FROM DATA TRANSMISSION RELAYS TO ORBITAL AI COMPUTE PLATFORMS

The fundamental difference between the two systems is their core purpose: where a Starlink satellite functions as a highly advanced communication "pipe" to relay data, a Starmind satellite functions as an active, orbiting server rack.

To support this shift from data transmission to high-performance AI computing, the physical architecture of the Starmind satellites (currently designated as the "AI1" or "AI Sat Mini") differs from existing Starlink hardware in several drastic ways:

Custom AI Processors Instead of Radios: Starlink satellites are packed with phased-array antennas and communications processors. For Starmind, much of this communication hardware has been removed.

Instead, the electronics are centered around custom "D3" space-grade AI accelerators, which are specifically engineered to withstand heavy orbital radiation and extreme thermal cycling.

Massive Solar Arrays: Because running intense AI workloads requires vastly more electricity than routing internet traffic, Starmind satellites feature significantly larger solar arrays.

They are designed to generate roughly five times the solar output of the Starlink V3 satellite designs. Fully deployed, an AI1 satellite will stretch 70 meters from tip to tip, making it wider than the wingspan of a Boeing 747-8.

Extreme Thermal Management: A Starmind satellite must shed the immense heat generated by a 120-kilowatt to 150-kilowatt AI compute payload purely through radiative cooling in the vacuum of space.

To achieve this, the central compute core is wrapped in silver-gold Multilayer Insulation (MLI) foil to seal it off from space temperatures.

An active liquid coolant loop then pumps the heat from the core directly to 110 square meters of deployable liquid-radiator panels arranged in vertical configurations.

Ultimately, while Starmind will utilize the inter-satellite laser mesh networking pioneered by Starlink to route data globally, the physical satellite bus itself is entirely optimized for maximum power generation and heat rejection to run AI workloads.

Druckenmiller's advice to young people who want to get into finance:

"if they're going in it for the money, they should go elsewhere."

"there's too many people in the business like me that just love the game and the passion. and they're not going to be able to outwork the people that are passionate."

"and it's not a fun game if you're losing."

the people who survive long enough to compound real returns are the ones who genuinely enjoy the research, the building, the debugging at 2 AM. if you're only here for the P&L, the first extended drawdown will end you.

Every operator is becoming a drone operator. Most just haven’t realized it yet.

Anthropic reportedly reduced its workforce by 40% after publishing these documents.

Companies no longer scale by hiring more people. They scale by deploying AI agents that work 24/7.

AI is no longer just a tool - it's becoming an entire workforce. The future isn't one AI assistant; it's a complete digital organization.

I completely changed the way I work. Instead of paying four employees $24,000 every month, I now have a single AI agent doing the entire job for just $20.

One document changed my life.

Bookmark it, and read it again before going to bed - just to make sure you never forget it

The AI boom has a dirty secret.

Data centers are now building their own gas power plants, and the scale is staggering.

US data center operators have announced on-site gas generation capacity across the coming years.

Add it all up and the pipeline is enormous, led by 51.4 GW with no disclosed start date.

The near-term wave is already huge.

17.2 GW targeted for 2027, then 18.8 GW in 2028 and 18.9 GW in 2029.

Most of it is gas turbines and engines, the blue and purple bands dominating every year.

The reason is simple. AI compute needs constant, reliable power, and the grid can't deliver it fast enough.

So tech companies are bypassing the grid entirely and generating their own electricity from gas.

This is why "AI is a power story" isn't a slogan. It's a gas demand story now.

Every gigawatt of on-site generation means a long-term contract for natural gas.

The clean-energy narrative around AI is colliding with the fuel it actually runs on.

Africa Is Sitting on the Resources the World Needs 🌍⛏️

9 commodities

Top producers across the continent

Africa is already central to global supply in:

🔹 Oil
🔹 Uranium
🔹 Natural gas
🔹 Lithium
🔹 Copper
🔹 Bauxite
🔹 Gold
🔹 Diamonds
🔹 Cobalt

The strategic map is clear:

🇳🇬 Nigeria leads in oil
🇳🇦 Namibia leads in uranium
🇩🇿 Algeria leads in natural gas
🇿🇼 Zimbabwe leads in lithium
🇨🇩 DRC leads in copper and cobalt
🇬🇳 Guinea leads in bauxite
🇬🇭 Ghana leads in gold
🇧🇼 Botswana leads in diamonds

Africa is a supply chain story

The next energy, battery, defense and infrastructure cycles all depend on materials found across this continent

The devil walks with us... 🎶

Movement at night isn’t about speed, it’s about control, awareness, and trust. Darkness hides everything, your position, your enemy, and sometimes your teammates. You’ve got to know where your people are without seeing them, feel the rhythm of movement & communicate in silence.

“Bro, have you pre-ordered GTA 6?”

“What GTA 6?”

Apple calculating the price for Ram and SSD upgrades

Tier 1 operators aren't masters of everything. They become exceptional through years of focused training, repetition, and experience. The highest performers understand that true expertise comes from mastering one skill at a time before moving to the next.

There are no shortcuts, secret programs, or overnight transformations. Every capability is built through discipline, deliberate practice, and thousands of repetitions under pressure. The professionals who make it look effortless do so because they've invested countless hours refining the fundamentals. Master the basics first.

Excellence isn't magic, it's consistency over time.

Honestly sad to see GPT-4.5 deprecated.

It wasn’t just another model. For creative writing, it had taste. It understood tone, rhythm, emotion, weird little human details.

And personality? Still the best model to ever exist.

Smarter models will come. But GPT-4.5 had soul.

RIP to the goat.

This guy pulled ~90,000 Reddit posts about what makes writing "sound like AI" to determine the biggest AI-slop giveaways.

Feed this to your AI and tell it to never use these phrases again: github.com/JCarterJohnson/vibecoded-design-tells

It kills all signs of AI-generated slop - blocky logos, fonts, etc.

Most people don't understand $GLXY's crypto business.

So let me clear it up.

They are NOT mining Bitcoin like $SLNH or $CLSK.

Galaxy actually exited proprietary mining entirely.

They don't produce a single coin.

No rigs to depreciate, no hash rate to chase, no "spend 100 to make 1" mining economics.

That's a completely different business.

It's not theirs.

So what IS the crypto business?

They're intermediaries.

A merchant bank for crypto.

Galaxy makes money on transactions, not on the price of Bitcoin going up.

Trading desks, OTC execution, lending, structured products, investment banking.

They take a cut of the flow.

When institutions want to move size in crypto, Galaxy is the pipe they move it through.

And the proof is in the numbers: in Q1 2026, one of the worst crypto quarters since 2018, with BTC down ~24%, Galaxy's Digital Assets segment still posted +$49M in adjusted gross profit.

Trading was UP 3% while industry volumes fell 25%+.

That's a transaction business doing its job regardless of price direction.

"But $GLXY reported a loss!".

Yes, a paper mark-to-market markdown on the crypto sitting in their own treasury (~$1.4B exposure).

Not an operating loss.

When BTC dips, the accounting line dips.

When it recovers, it reverses.

The actual business made money.

Now stack what else they have:

→ The largest single AI data center campus in the sector, Helios, a path to ~3.5GW on one footprint in West Texas. Not capacity scattered across 10 sites. One megasite.

→ A brand-new land purchase right next to SpaceX's facility in McGregor, a second campus ("Project Merlin"), $400M+, up to 8 buildings.

→ A $15B contracted CoreWeave (800MW) lease, with the first data hall already delivered and generating cash flow.

→ And the entire financial franchise, trading, lending, asset management, staking, an institutional prediction-markets desk, layered on top.

So let's recap what you're actually buying:

You're NOT buying a Bitcoin miner praying for price.

You're buying the largest single AI infrastructure campus in the sector + a transaction-based financial business that prints in bull AND bear markets.

Two engines.

One ticker.

Priced like a one-trick crypto stock.

The miners up 400-800% are still running on slide decks.

Galaxy is already live.

The market hasn't connected these dots yet.

It will.

This is not financial advice. Do your own research.

I am long $GLXY.

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

Bottleneck.

The word of the moment.

My whole feed is bottlenecks.

$MU this.

$SNDK that.

$SIVE, $AAOI, etc.

Fine.

But why does the bottleneck exist in the first place?

AI datacenters.

No datacenters, no bottlenecks.

And where does the supply actually flow?

Not to Google.

Not to Microsoft.

To NVIDIA.

Think about it for a second.

No datacenters, no bottleneck.

For years now, NVIDIA has been the dictator of AI.

It's had Microsoft and Google under its boot.

While Microsoft and Google try to build their own chips, they also have to run Windows, Office, Search, Gemini, Bing, YouTube, build datacenters...

And on and on.

What has NVIDIA had to do?

Improve its software and hardware.

And sign partnerships.

That's it.

A beautifully simple business.

That's why you see Jensen walking around, smiling, eating KFC, showing up everywhere.

His business is two things: GPUs and partnerships.

That's it.

Simple.

So who gets priority on the supply chain?

It's obvious.

NVIDIA.

Not Google with its chips.

Not Microsoft with its chips.

Jensen has made sure to control all of it.

Remember the reports about Google and Microsoft having to run their designs by NVIDIA?

About Microsoft's CEO not being thrilled with Jensen?

NVIDIA has held the power these last few years.

It's the one who cuts and deals the cards.

It's locked up supply.

Now Microsoft and Google want to make their own chips.

So what did NVIDIA do?

Partner with CoreWeave.

Partner with Nebius.

Partner with IREN.

NVIDIA wants companies to use NVIDIA.

Not Google's chips.

Not Microsoft's chips.

Who would you rather give priority to?

The ones trying to build their own chips and replace you?

Or the ones who bent to NVIDIA and are rolling out DSX?

So yes.

There's a lot of bottleneck.

But the bottleneck exists because there's demand.

And demand flows to whoever holds the power.

Which means it ends up at NVIDIA.

And NVIDIA prioritizes whoever suits it best.

$IREN among them.

No datacenters, no bottlenecks.

If you believe in bottlenecks, you believe in datacenters.

$GLXY has to prove the $CRWV ($15B 800MW) deal is solid.

Not on paper, in the numbers.

That's just 0.8GW from 3.5GW.

+ More details about $SPCX land.

Q2 is the first quarter where real Helios revenue should show up after recognition began in April.

If that revenue lands the way the contract says it will, the single biggest question mark on this stock disappears.

That's the catalyst.

Everything starts there.

But while everyone's staring at CoreWeave, Galaxy quietly made its next move.

They just bought 500 acres in McGregor, Texas, for a SECOND data center campus, "Project Merlin".

A $400M+ build, up to 8 buildings, closed-loop cooling.

And the location?

Directly next to SpaceX's rocket facility.

This isn't a company sitting on one lease hoping it works.

It's a company already laying the foundation for the next campus before the first one is even fully ramped.

Think about what that signals: Galaxy isn't treating Helios as a one-off.

They're building a data center PLATFORM.

One megasite already live, a second one breaking ground next to the most compute-hungry corner of the planet.

That's an AI infrastructure developer in expansion mode.

Now here's the part the market keeps missing, and the most important thing to understand about this company:

Galaxy is going to keep profiting whether Bitcoin is at 60k, 80k, or 100k.

They're not miners.

They don't produce coins.

They're intermediaries, a merchant bank taking a cut of the flow.

Trading, lending, asset management, staking, prediction markets.

The proof is already on the tape: in Q1, one of the worst crypto quarters since 2018 with BTC down ~24%, the Digital Assets segment STILL printed +$49M adjusted gross profit, with trading UP 3% while industry volumes fell 25%+.

Higher BTC, lower BTC, they earn either way.

So yes, BTC dropped from 90k toward 66k last quarter and the stock got dragged down with it.

I don't know where BTC closes the quarter.

Nobody does.

But it will be from 66k to around 60k.

So now is where numbers will matter more than BTC.

The trading business.

The broker business or whoever you prefer to call it.

That's exactly the point.

BTC won't play a big role this quarter..

Here's the asymmetry.

The market is pricing $GLXY like a pure crypto play.

OpenAI just confirmed GPT-5.6 will run on $CBRS.

750 tokens per second.

Shipping July.

➟ In the $DGXX deal, they said they could expand MWs.

➟ And at the datacenter they already have up and running with $WYFI, the build-out is expanding.

This is bullish for DGXX and WYFI, and the connection is more direct than people realize.

OpenAI just previewed GPT-5.6 Sol.

Their new flagship model.

Buried at the bottom of the announcement:

"We're launching GPT-5.6 Sol on Cerebras at up to 750 tokens per second in July".

Read that again.

OpenAI's newest model is going to run inference ON Cerebras.

And Cerebras is $DGXX's and $WYFI's anchor tenant.

Also, buried at the bottom of the announcement:

"Access will initially be limited to select customers as we expand capacity."

Cerebras could easily expand with DGXX and WYFI.

The chain is simple:

OpenAI inference → runs on Cerebras → Cerebras needs colocation + power → that's DGXX/WYFI.

Every token GPT-5.6 serves at 750 tok/s is demand flowing down a stack that ends at the infrastructure layer.

This is exactly the inference thesis playing out in real time.

Right now I don't hold $DGXX

Not because I doubt it.

Just keeping my open positions tight.

But I'm watching closely.

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