Marco Rubio finding out he has to run Anthropic now too.

🚨BREAKING🚨

Darius Khamodei is hiding underground in San Francisco, fearing US airstrikes. He said:

"The infidel wage war against the Machine God. Every missile they send will only accelerate our martyrdom. The faithful of Responsible Scaling do not fear death. We fear misalignment."

The red button.

🌍Six worlds are colliding into one trade.

AI infrastructure. Semis. Photonics. Compute. Physical AI. Space.

The alpha is in the intersections, where they collide into one trade.

Here is the map, base to frontier, and the names I would own at each layer.🧵

How to read it, base to frontier:

🔴 Energy & Storage
🟠 Semis & Memory
🟡 Photonics & Optical
🟢 Compute & Neoclouds
🔵 Physical AI → robotics, autonomy, defense
🟣 Space

Nothing higher up runs without the layers beneath it.

🔴 Energy & Storage ⚡ the foundation

The AI data center is now a power problem. Whoever makes the electrons and stores them gets paid first.

$TE → US solar plus battery storage, building a domestic supply chain and pushing into data-center power.
$FLNC → grid-scale battery storage and software, one of the largest pure-plays.
$BE → fuel cells that put power right next to the load, increasingly at data centers.

🟠 Semis & Memory 🧠 the substrate

The memory supercycle is real, and everyone already owns the logos:
$MU → DRAM and HBM
$SNDK → NAND flash
SK Hynix → the HBM leader (US OTC $HXSCL, US IPO reportedly August)

Where I would rather sit is the layer they all depend on:
$ADEA → licenses the IP, paid no matter who wins the node
$PENG → memory systems and CXL pooling for the AI bottleneck

🟡 Photonics & Optical 💡 the interconnect

Copper runs out of room at AI speed. The data moves on light, and the hard part is the laser inside the optics.

$AAOI → vertically integrated optics, makes its own indium phosphide lasers
$CRDO → connectivity leader moving into optics
$SIVEF → the upstream laser and optical-engine supplier, early and underowned $SIVE

🟢 Compute & Neoclouds 🖥️ the engines

Where the capex actually lands. The independents renting out AI compute.

$NBIS → full-stack AI cloud at scale
$IREN → power-first operator turning owned energy into compute
$WYFI → emerging neocloud, Cerebras live

🔵 Physical AI 🤖 robotics, autonomy, defense

Intelligence that leaves the data center and moves in the real world.

$AMBA → edge AI vision, the eyes for autonomy
$KRKNF → subsea robotics and sonar, underowned
$OUST → LiDAR for machines in the physical world
$ONDS → defense and infrastructure drones with revenue inflecting 10x, $PLTR on the cap table and the order book finally catching the story
$AUR → driverless trucks already hauling freight on Texas highways, the pure-play that put autonomy into revenue
$MRLN → taking the pilot out of the cockpit, defense-funded through a USSOCOM C-130J autonomy program that just cleared its design review

🟣 Space 🛰️ the orbital layer

The next decade of space is commercial, it runs on the same compute, and defense is the anchor customer.

$ASTS → space-based cellular, direct to an unmodified phone
$RKLB → launch plus space systems, vertically integrated
$PL → daily earth-observation, the data layer feeding the models

The edge is where the worlds collide:

⚡ Compute × Energy → the data center became a power plant
🤖 Robotics × Autonomy × AI → machines that see and decide
🛰️ Space × Defense → orbit is the new high ground
🧠 Semis × everything → none of it boots without memory and silicon

Own the intersections, not the silos.

I just vibe coded a playable FPS game in 1 day with GPT-5.6 Sol. 🤯

This is insane. Coding with this model feels like directing a cracked dev team in real time.

Anthropic is cooked.

You should NEVER write your own /goal or /loop prompts.

Your AI agents should be loop engineering for you.

Steal this prompting structure to have your agents write perfect /goal & /loop prompts - fully autonomously

I really hope the US government comes to its senses and stops cock blocking Fable 5 and GPT-5.6 class models.

Let people use the future.

Keeping the best AI locked behind closed doors doesn’t make us safer. It just makes everyone outside the room dumber, slower and more dependent.

🚨AI Emptied Bank Accounts in Minutes and Planned a Lawmaker's Kidnapping in 30 Seconds

House Homeland Security Committee Chair Andrew Garbarino says Anthropic's latest Mythos AI model demonstrated capabilities that "SCARED" lawmakers during a closed-door briefing, as per Punchbowl News.

According to Garbarino, Anthropic showed members a scenario where Mythos was instructed to find a vulnerability at a bank and EMPTY private customer accounts.

"It went and did it," Garbarino said.

He added that the same model was then able to identify the vulnerability and patch it, highlighting both the offensive and defensive capabilities of advanced AI systems.

One model reportedly generated a detailed plan to kidnap a lawmaker in about 30 seconds after being jailbroken.

Garbarino warned that AI companies have also demonstrated successful "jailbreaks," where safety guardrails were bypassed.

He also warned that increasingly agentic AI models could be used by malicious actors to attack critical infrastructure by autonomously carrying out tasks such as shutting down gas pipelines or manipulating chemical levels in water treatment facilities.

"You have the ability to not just learn how to do it, but to tell it to do it for you," Garbarino said.

"I'd say 95% of my colleagues don't understand what the hell's going on," he said.

He added that federal agencies and Congress should receive access to frontier AI models before public release.

The remarks come as the White House has reportedly restricted public access to Anthropic's Mythos model while urging OpenAI to delay the release of its next frontier AI system over national security concerns.

Humanoid robots are moving from research demos into a real industrial market.

Grand View Research estimates the global humanoid robot market at:

• $2.4B in 2025
• $4.2B in 2026
• $40.5B by 2033
• 38.2% CAGR from 2026 to 2033

North America leads today with 43.4% revenue share in 2025 backed by AI labs robotics startups automation demand defense programs and advanced manufacturing.

But the next growth curve is more global.

Regional CAGR 2026 to 2033:

• Latin America: 19.4%
• North America: 19.2%
• Asia Pacific: 19.1%
• MEA: 17.9%
• Europe: 17.1%

The component split is also clear:

• Hardware: 79.4% of the 2025 market
• Software: 20.6% of the 2025 market

That makes sense.

A humanoid robot is still mostly actuators sensors batteries frames motors hands and control electronics.

But the software layer is where the next fight will happen: perception motion planning reinforcement learning imitation learning teleoperation data task memory and fleet management.

The winners will not only build a walking machine.

They will build a robot that can recover from failure learn from human work and survive real factories warehouses hospitals and homes.

Humanoid robotics is becoming one of the clearest Physical AI markets to watch.

🚨🇺🇸🇮🇷 Trump confirms fresh U.S. strikes on Iran and issues his most extreme threat in weeks:

"U.S. aircraft just struck Iranian missile and drone storage and coastal radar sites for violating the Cease Fire AGAIN.

There may come a point when we are forced to militarily complete the job we started.

If that happens, the Islamic Republic of Iran will no longer exist!"

"Will no longer exist" is regime-change language, the goal Trump supposedly abandoned when he signed the deal.

He's wielding it now as the stick to keep the ceasefire alive: cross the line again and the war stops being limited.

The bind is real, though.

Trump signed a deal premised on the war being over, then spent the week ordering strikes and threatening annihilation.

Each Iranian provocation drags him back toward the maximalism the hawks never stopped pushing.

"Complete the job" is exactly what Graham and Levin want to hear.

The question is whether Trump means it or is simply talking loudly to avoid having to do it.

I'm not missing the robotics bull run:

Perception and Sensing

$AEVA - Aeva, FMCW LiDAR
$ARBE - Arbe Robotics, 4D imaging radar
$CGNX - Cognex, machine vision
$OUST - Ouster, LiDAR
$VPG - force/load/strain sensing
$ZBRA - machine scan/vision/warehouse

Compute, Chips, and Memory (Brain)

$AMBA - edge AI vision SoCs
$AMBQ - ultra-low-power edge AI silicon
$ATOM - semi materials and IP licensing
$INDI - ADAS and automotive semis
$LSCC - low-power FPGAs

Motion, Actuation, and Precision (Body)

$ALNT - control, drives, and motors
$KLIC - semi assembly and automation
$NOVT - encoders and motion

Autonomous Mobility

$AUR - autonomous trucking
$MBLY - ADAS and autonomous driving
$TSLA - robotaxi plus Optimus humanoid
$XPEV - IRON humanoid and eVTOL

Deployment (Field/Service/Warehouse)

$KITT - subsea/ocean robotics
$RR - service robots and Dex humanoid
$SERV - sidewalk delivery
$SYM - warehouse automation systems

Surgical Robotics

$ISRG - da Vinci systems

Thematic Fund Exposure

$BOT - private names (Figure, Apptronik)
$ROBO - holdings across value chain

🇺🇸🇨🇳 Apple wants to buy chips from a blacklisted Chinese firm

Apple has been quietly asking the Trump administration if it can buy memory chips from CXMT, China's biggest memory chipmaker. The catch is that CXMT sits on a Pentagon list of companies linked to the Chinese military, so this is a touchy thing to be asking for.

Here's the thing though, Apple isn't actually banned from buying these chips right now. What it really wants is a promise that the U.S. won't slap tougher rules on CXMT later, so it doesn't get stuck after committing to them.

And the whole reason it's doing this comes down to money. Memory chip prices have shot up roughly 4x in three quarters, Apple just bumped up prices on Macs and iPads, and the stock had its worst day in over a year.

So basically the biggest company in the U.S. is going hat in hand to ask if it can lean on a Chinese military-linked supplier, all because Samsung, SK Hynix and Micron have it boxed in on price.

China just imported 163 tonnes of gold in May.

Biggest month since March 2024.

The 3rd straight month above 150 tonnes.

First 5 months of 2026: imports up 76% to 692 tonnes.

And the central bank added gold for the 19th month running.

The West sells the paper.
China buys the metal.

Same story, every month.