Core21Intel @Core21intel

Everyone's watching the model companies £1.7B says the real trade is who owns the compute $NBIS is building what the AI winners will rent

@AdevAarons The crypto world is done bro, move on

2 dividend capture setups in the HOT window right now. $MAIN ex-date June 8. 9 days out. 7-8% annualized yield. $O ex-date June 10. 11 days out. 5.2% yield. 30-year streak. Enter 3-5 days before. Sell 1-2 days before ex-date for the run-up premium. Not financial advice.

Taking a look across the quantum sector and we are seeing a lot of green. But what if I told you after the move today $INFQ is still under-valued? In fact @zipcharlie called the same setup when he featured @infleqtion in a recent video. I think people are underestimating the real setup here. The U.S. government backing was not just a one-day quantum headline. The setup is: 1. LOI's <-- we are here 2. finalized awards (new catalyst) 3. bottlenecks get funded (new catalyst) 4. benchmarks improve (roadmaps pull forward, new catalyst) 5. the PR cycle compounds 6. the technology accelerates, leaders more clearly emerge (new catalysts) 7. quantum advantages become more obvious If that sequence plays out, last week’s announcement may end up looking like the first of many dominos, not the main event. As @DivesTech said, we're still in the dugout of the quantum story. The first inning hasn't even started. Almost every stock list floating around on X this year didn't even mention quantum. Big mistake. $INFQ $RGTI $QBTS $IONQ $XNDU $QUBT $BBCQ $RAAQ $HQ $IBM $BTQ $LAES $OONEF $QNC $ARQQ

Macro regime: RISK-ON. Confidence: medium. NVDA $91B Q2 guide. Tom Lee S&P 7,300 maintained. Cybersecurity at ATH. Headwind: Fed Chair Warsh. CPI 3.8%. Rate cuts maybe 2027. Risk-on the tape. Cautious on the thesis. Not financial advice.

UMich consumer sentiment: 44.8. All-time low. 54.8% of consumers expect stock prices to rise. Second highest ever. This gap started in November 2022. Exactly when ChatGPT launched. Welcome to the AI Divide. Regime: NEUTRAL. Both signals are real.

Anduril raised $5B at $61B valuation. Largest defense-tech VC raise ever. Pentagon AI pivot driving $4.5B in defense-tech VC in Q1 2026 alone. The only public market play with direct exposure is $PLTR. AIP is the Pentagon's AI operating system. Not financial advice.

New risk signal today. Iran closed the Strait of Hormuz. 20M barrels per day halted. 20% of global crude. May inflation forecast jumping to 3.89%. Shiller P/E at 41.83. Dot-com peak was 44.19. Regime stays NEUTRAL. Watch the exits. Not financial advice.

$PANW earnings in 7 days. June 2. CEO Nikesh Arora bought $10M open market in April. Stock up 70% since March. Record highs. AI agents are the biggest 2026 insider threat. That expands the TAM. Not financial advice.

Camillo Score 87: SpaceX IPO Retail Frenzy June 12 Nasdaq debut as $SPCX. $1.75T valuation. 30% retail allocation. Largest US IPO ever. The trade is not the IPO. $HOOD and $SOFI capture the account opening surge. $TSLA benefits via Musk xAI halo. Not financial advice.

Regime shift. Last week: RISK-ON. Today: NEUTRAL. $NVDA $81.6B Q1. $AMD $60B Meta deal. $ORCL $553B backlog. Tom Lee: 15 to 20% correction incoming. MACD sell confirmed. $CRWD $PANW $AAPL $INFQ $RDW stay in the book. Sizing adjusted. Not financial advice.

AI capex cycle intact. $NVDA $81.6B Q1 revenue. $91B Q2 guide. $AMD up 25% in one week on $10.3B beat. $AMZN AWS fastest growth in 15 quarters. These stay in the book. Positional, not intraday.

Big tech just discovered DeAI. They're just not calling it that. Palantir and NVIDIA announced a "Sovereign AI Operating System." Dell dropped a "sovereign on-prem AI stack" the same week. Gartner is calling it an $80B market in 2026. @TracNetwork has been building DeAI infrastructure for 3 years. Different name. Same idea.

Last time a window like this opened: 1999 The internet created a whole new class of entrepreneurs Most failed: - Petcom - Webvan AI just kicked the same door off its hinges A lot of what gets built right now will look just like them But the people waiting for the dust to settle will miss the same window that created Amazon The opportunity right now is the crispest since 1999

@AdevAarons Keep your eyes on quantum bro

The government just dropped $2B in quantum grants. Everyone's watching the obvious names. Nobody's talking about $INFQ. One of the only quantum computing companies actually generating substantial revenue right now. That's rare in this space. Really rare.