Mountain Dew is bringing back its original 1948 can design for just 5 cents to celebrate Independence Day
1,948 bundles will be released over three days, each including a commemorative can and a 10-pack of Mountain Dew Minis
Bryce Mitchell reacts to Sean Strickland being banned from the UFC White House event:
"I'm not surprised at all. We ought to be able to criticize our own nation, let alone a foreign nation.
[Israel] is the only nation you're not allowed to criticize. Something's gonna change, because evil empires don't last forever."
(via @mmamania)
10 stocks to hold in this market.
$NOK
Nokia just booked €1B+ in AI orders in a single quarter.
⟶ Optical networking demand exploding
⟶ Nvidia invested $1B into them
⟶ AI & Cloud segment up 49% in Q1
⟶ Network Infrastructure guidance raised to 12–14% growth
140% YTD and analysts are still raising targets. The legacy telecom is now an AI infrastructure play.
$BB
BlackBerry just hit FedRAMP Class D — the U.S. government’s highest cloud security standard.
⟶ Secure comms for defense & federal
⟶ IoT software revenues building quietly
⟶ Stock up 100%+ off April lows
⟶ Chart momentum accelerating
Everyone wrote BB off. The turnaround didn’t care.
$TE
T1 Energy — domestic solar manufacturer — and smart money is loading up.
⟶ Renaissance Technologies +232%
⟶ Two Sigma +220%
⟶ BlackRock +42%
⟶ 45X manufacturing tax credits = structural tailwind
⟶ 100% of analysts: Strong Buy
Reshoring + energy demand = underrated setup.
$CIFR
Cipher Mining is dead. Cipher Digital is alive.
⟶ Renamed Feb 2026 — now a hyperscale AI data center operator
⟶ Raised $2B in secured notes to fund the buildout
⟶ Hyperscaler tenant contracts in pipeline
⟶ Morgan Stanley PT: $42.50
Bitcoin treasury + AI infrastructure. Best of both cycles.
$SMR
NuScale is sitting on $890M cash, zero long-term debt, and two binary catalysts ahead.
⟶ TVA 6 GW SMR deployment in progress
⟶ Romania RoPower go/no-go decision: mid-2026
⟶ Northland: Outperform
⟶ AI data centers need baseload nuclear
One contract announcement re-rates this overnight.
$QS
QuantumScape just went from lab to pilot line.
⟶ Eagle Line production facility now live
⟶ First-ever ecosystem partner billings in Q1
⟶ VW committed up to $131M in milestones
⟶ Expanding beyond EVs → robotics, defense, aviation
2026 is the proving year. Pre-revenue but post-lab.
$SIVEF
Sivers Semiconductors hit an all-time high this week.
⟶ 77% pipeline expansion YoY
⟶ Major LiDAR customer ramp: Q4 2026
⟶ Products spanning AI photonics, SATCOM, defense 5G
⟶ Northland: 2026 Top Pick in Photonics & Lasers
The Q1 revenue dip was defense budget delays — not demand. The ramp is coming.
$JOBY
Joby just flew the first-ever eVTOL point-to-point flights in New York City.
⟶ JFK → Manhattan heliport. Done.
⟶ First passengers expected in Dubai: 2026
⟶ White House eIPP program: 11 states approved
⟶ $2.5B cash on hand
The wait is almost over. Commercial operations are happening this year.
$SERV
Serve Robotics grew revenue 7x year-over-year.
⟶ $440K → $2.98M in 12 months
⟶ Nvidia-backed, Uber Eats-partnered
⟶ Level 4 autonomous delivery scaling across U.S. cities
⟶ Physical AI is no longer a concept — it’s on your street
Waymo for food delivery. Early innings.
$LWLG
Marvell just acquired Polariton Technologies — and LWLG’s polymers are inside the technology.
⟶ Perkinamine EO polymers = key material in plasmonic modulators
⟶ Marvell listed Plasmonics as critical at COMPUTEX 2026
⟶ SilTerra PDK rollout enabling commercial customer designs
⟶ The bridge from lab to fab is being built right now
If CPO is the theme — LWLG is the ingredient.
Not financial advice.
BREAKING: The DOJ is reportedly investigating former Representative George Santos for insider trading.
He allegedly bet on his own attendance the State of the Union.
Santos was pardoned by President Trump last year, after pleading guilty to wire fraud and identify theft.
@mandyarthur@realDonaldTrump Rep. Thomas Massie. He consistently votes to uphold limited government, individual rights, and constitutional constraints on federal power, often against both parties.
This is awesome: Raiders rookie QB Fernando Mendoza and veteran Raiders QB Kirk Cousins did a 'Step Brothers' photo shoot for the team’s schedule release.
The absolutely killed this 😭😭