DeepSignal

Where tech meets markets. Deep dives, data-backed insights, & smart takes that matter. 🔎

[DeepSignal @GetDeepSignal]

https://t.co/hY4fb1SzEU

[DeepSignal @GetDeepSignal]

Fed Chair Kevin Warsh delivered a hawkish warning at Jackson Hole.

2% inflation remains a “firm and fixed target,” while he said financial conditions aren’t restrictive.

Markets reacted:
• 2Y yield +5bps to 4.28%
• Sept hike odds >45%
Hawkish Fed = pressure on stocks.

[DeepSignal @GetDeepSignal]

AI drug discovery may be entering its real test.

After years of hype, we’re finally seeing AI-designed drugs reach late-stage clinical trials. If they succeed, it could change how we think about drug discovery.

Explored the thesis here 👇
https://t.co/rEr1JYtfat

[DeepSignal @GetDeepSignal]

indie Semiconductor ($INDI) just gave me a reason to pay closer attention

Revenue: $64M, +24% YoY, ahead of estimates.

But the bigger story is the design wins:
• Volvo radar
• Unitree + Agibot physical AI
• China vision wins
• Record Quantum bookings

Q3 guide: $67M-$73M.

[U.S. Central Command @CENTCOM]

https://t.co/g4XFtu2T2K

[DeepSignal @GetDeepSignal]

IPO RACE: SpaceX vs. Anthropic

• SpaceX (SPCX): Trading starts June 12 at $1.75T valuation.

• Anthropic: S-1 filed for Oct; $380B+ valuation & $19B+ revenue run rate.

With OpenAI also filing, 3 trillion-dollar giants could list in 1 year. Unprecedented! 📈

[DeepSignal @GetDeepSignal]

He got fired from OpenAI at 22.
Raised $225M. Turned it into $13.7B in under 2 years.

Meet Leopold Aschenbrenner, the guy who wrote the AGI roadmap, then bet everything on it.

His Q1 2026 13F just dropped. Here's what he owns 👇
(Part - 2)

[DeepSignal @GetDeepSignal]

Leopold Aschenbrenner just dropped his Q1 2026 13F.

The ex-OpenAI guy who called AGI by 2027, his fund went from $225M → $13.7B in under 2 Ami year.

Here's what he's betting on for the AI supercycle 👇
(Part - 1)

[DeepSignal @GetDeepSignal]

Leopold Aschenbrenner just dropped his Q1 2026 13F.

The ex-OpenAI guy who called AGI by 2027, his fund went from $225M → $13.7B in under 2 Ami year.

Here's what he's betting on for the AI supercycle 👇
(Part - 1)

[DeepSignal @GetDeepSignal]

WSJ report just torched the entire OpenAI ecosystem:

SoftBank -11% | Oracle -7% | CoreWeave -7% | AMD -3%

OpenAI missed revenue + user targets in 2026. Anthropic ate their lunch in coding & enterprise.

https://t.co/D482CkQMXs

[DeepSignal @GetDeepSignal]

Allbirds ($BIRD) is becoming an AI company.

Rebranding as “NewBird AI”
Stock +876% in 1 day

$50M raised to shift from shoes ➝ AI infra (GPUs)

Smart pivot or hype-driven exit liquidity?

[DeepSignal @GetDeepSignal]

@paulcerro @StockSavvyShay IONQ!

[DeepSignal @GetDeepSignal]

@StockSavvyShay Awesome, now tell us what are your top buys from this list?

For me,
Only ZETA, RDDT, HOOD, IONQ, HIMS make sense to buy

[DeepSignal @GetDeepSignal]

I’m fed up with war news, now it’s buying time.

This is about Circle Internet Group ($CRCL).

Market clearly got it wrong, loaded more below 100

https://t.co/ZyRD9MOHYe

[DeepSignal @GetDeepSignal]

Market is paying crazy premiums for liquid access to private AI exposure.

https://t.co/1wKrE4WASB

[DeepSignal @GetDeepSignal]

Another stealth market insanity move:

Fundrise Innovation Fund ($VCX) started trading just 2 days ago… and already went from roughly $31 to $248.

It’s basically a public wrapper for private tech names like OpenAI, Anthropic, Databricks, Anduril, and SpaceX.

[DeepSignal @GetDeepSignal]

$ONDS just released their earnings early than announced date and it’s a monster quarter. Earning call is still on scheduled date.

https://t.co/WWN2YA4Xg3

[The White House @WhiteHouse]

President Trump provides an update on negotiations with Iran.

"They want very much to make a deal. We'd like to make a deal, too." - President Donald J. Trump 🇺🇸

[DeepSignal @GetDeepSignal]

Seems like no talks were held!

[DeepSignal @GetDeepSignal]

Big moves!

[The Kobeissi Letter @KobeissiLetter]

Exactly 12 hours after our "warning," President Trump has INTERVENED:

Yesterday, at 7:35 PM ET, we posted that "oil prices are no longer the biggest threat to markets."

We said it has become increasingly clear that "bond markets will dictate just how long President Trump can continue increase pressure in the Iran War."

At 4:30 AM ET today, we noted that bond market is now more "broken" than the energy market situation.

Then, as the 10Y Note Yield hit 4.45% last night, President Trump likely had the same conversation as he did on April 9th, 2025, when he paused tariffs for 90-days.

3 hours later, President Trump postponed all strikes on Iranian power plants for 5 days and said the US and Iran have had "productive" talks to end the war. And, the intervention becomes even more clear.

30 minutes later, Iran denied President Trump's claims and said Trump is trying to "buy time" by calming markets.

The 10Y Yield briefly collapsed before rebounding back to 4.38% now, a clear attempt by the US to contain the brewing bond market crisis.

The US simply cannot afford the 10Y Yield at 4.50%+.

Keep watching the bond market.

[DeepSignal @GetDeepSignal]

Iran denies Donald Trump’s “productive talks” claim.

State media says no talks between Tehran & Washington.

They say it was to cool energy prices and buy time for military plans.

Markets reacted to “de-escalation” now in doubt.

[DeepSignal @GetDeepSignal]

Trump says “productive talks” with Iran and pauses strikes for 5 days.
Iran immediately says no talks happened!

Markets pumped on de-escalation.
Now we’ve got two different stories.

If Iran’s right, this was either a bluff(market manipulation) or backchannel talks happened!