6TH SENSE CAPITAL

[6TH SENSE CAPITAL @6thSenseCapital]

@elonmusk Turns out the future is “invite only”

[6TH SENSE CAPITAL @6thSenseCapital]

@MasterMobx @SemiAnalysis_ Looks like it would’ve been a great buy after @SemiAnalysis_ bullshit hit piece

[6TH SENSE CAPITAL @6thSenseCapital]

@alexgoingturbo Prop farm ready to go TURRBOOO🚀

[6TH SENSE CAPITAL @6thSenseCapital]

@ZiggyWumpus https://t.co/LPRJhw5dbL

[Make Or Break ⚡️ @MasterMobx]

@ZiggyWumpus @AaronPriestes @great_martis Imagine lacking comprehension skills and then blocking bc you’re emotional 🤣 HILARIOUS

Soldiers being sent to their slaughter is NOT

But YOU interpreting it that way tells us a lot about you

[Make Or Break ⚡️ @MasterMobx]

The Next Big Trade Nobody Is Talking About Yet
Modern war doesn’t start with tanks anymore.
It starts by cutting the things civilians depend on. Silently.
Water. Communications. Power.
Two sectors are being targeted in active conflicts right now.
The Market hasn’t priced it.
_____________________________________

WATER INFRASTRUCTURE
Desalination plants hit in the Iran war.
India suspended the 65 year old Indus Waters Treaty.
The UN formally declared an era of “water bankruptcy”
70% of the worlds major aquifers are in long-term decline.
The UN Water Conference is in December 2026.
Only the third one in 50 years!
_____________________________________

UNDERSEA CABLES
99% of the world’s data moves on cables sitting on the ocean floor.
The Baltic Sea has had 7+ deliberate candle cuts since late 2024.
France quietly nationalized its undersea cable company.
NATO launched Baltic Sentry.
The world has fewer than 60 cable repair ships globally.
Most are over 25 years old.
_____________________________________

THE CONVERGENCE
Both are critical infrastructure.
Both were built for peacetime.
Both are now active military targets.
Both have a decade of underinvestment forcing a mandatory spending wave.
Sovereign wealth is already buying.
Retail attention: near zero.
_____________________________________

This is the same setup we caught with photonics and space.
Except earlier.
_____________________________________

The full deep dive maps:
-> The new war doctrine
-> Live geographical flashpoints
-> The catalyst calendar through end of 2026
-> A 6-name tiered playbook with portfolio weighting logic

Read it before the UN’s conference moves this to the front page !!

https://t.co/5taytVF3QY

[6TH SENSE CAPITAL @6thSenseCapital]

@MasterMobx Definitely an interesting thesis!
I might just have to pick up 1 or 2 of these before the UN water conference!
$ERII $HII $NOK 👀

[6TH SENSE CAPITAL @6thSenseCapital]

@WatcherGuru Straight up lie.

How do you “clean” black budgets?

[6TH SENSE CAPITAL @6thSenseCapital]

@libsoftiktok I truly find it funny that younger generations are learning first hand not to trust ANY politicians words on a campaign trail

Seems like a lesson most people forgot or maybe it’s pure naivety

[6TH SENSE CAPITAL @6thSenseCapital]

@elonmusk Maybe along with the citizenship test we should require a competency & IQ test requirement for ANY elected office in our land!

[6TH SENSE CAPITAL @6thSenseCapital]

Some great names on n this thread

[Make Or Break ⚡️ @MasterMobx]

The Photonics supercycle is real

The easy money is gone

$LITE +1400% YoY, $COHR +457%, $AAOI +650%

By the time CNBC is screaming about a stock, the alpha is in the rearview.

Here's where the asymmetry still lives 🧻

[6TH SENSE CAPITAL @6thSenseCapital]

@unusual_whales The father may have agreed to that.

The son will now strive towards turning Persia into a nuclear power

[6TH SENSE CAPITAL @6thSenseCapital]

Mind blown by how detailed this gets

[Make Or Break ⚡️ @MasterMobx]

https://t.co/UP4dU85mol

[Make Or Break ⚡️ @MasterMobx]

Trump's 48-hour deadline expired

Iran didn't blink

US Marines are 4 days out

Negotiations are rumored

Two things can be true at once & the market hasn't priced either one correctly

I mapped every scenario, every trigger, every trade
(FOR FREE) on Substack

https://t.co/dDIHavwnjc

[Make Or Break ⚡️ @MasterMobx]

So much buzz about a war with Iran. But what happens to your money?

I mapped the whole thing

✅ Sectors that print immediately
✅ Hidden tickers that 3x before the crowd notices
✅ What ALWAYS gets oversold (your buying opportunity)
✅ The Hormuz scenario that sends oil to $250
✅ A full playbook: Day 0 to 18 months

Full read (FREE) on Substack
https://t.co/zLSZMa7Dwq

[6TH SENSE CAPITAL @6thSenseCapital]

@michaeljburry has been hitting $PLTR hard for weeks & now a rumored HACK???

Kim & Burry have nearly 3.5 MILLION followers, most of whom are likely to short PLTR come Tuesday.

Will be interested to see how the narrative vs price plays out

https://t.co/RwL53ixovw

[Kim Dotcom @KimDotcom]

Breaking

Palantir was allegedly hacked. An AI agent was used to gain super-user access and here”s what the hackers allegedly found:

Peter Thiel and Alex Karp commit mass surveillance of world leaders and titans of industry on a massive scale.

They have thousands of hours of transcribed and searchable conversations of Donald Trump, JD Vance and Elon Musk.

They have backdoored the devices, cars and jets of world leaders and accumulated the biggest archive of blackmail material.

Palantir is creating nuclear and bio weapon capabilities for Ukraine and is working closely with the CIA to defeat Russia. They believe they are one year away. They plan to achieve this by keeping Russia busy with meaningless peace negotiations.

Palantir is responsible of the majority of Palestinian deaths in Gaza. They have developed the AI targeting for Israel.

Palantir is an arm of the CIA and all data from international clients is copied into a CIA spy cloud.

Palantir has become the most dangerous company in the world. If you work there you have the right to know that this is what Palentir AI is used for, without your knowledge.

The Palentir data the hackers allegedly gathered will be given to Russia and/or China. I was chosen as a trusted partner for this publication. I’m not involved in the Palentir hack and I don’t know the hackers. But I do know that the hack happened.

[6TH SENSE CAPITAL @6thSenseCapital]

@WatcherGuru It’s funny how most people don’t equate art with money laundering 😂

[6TH SENSE CAPITAL @6thSenseCapital]

@Kalshi So no one’s going to ask….BY WHEN?

[6TH SENSE CAPITAL @6thSenseCapital]

@MasterMobx @POTUS 😂😂we know the feeling oh too well

[6TH SENSE CAPITAL @6thSenseCapital]

@MasterMobx @Barchart

[6TH SENSE CAPITAL @6thSenseCapital]

@MasterMobx Big facts! Blatant manipulation