Gesh.

[Evan @StockMKTNewz]

My portfolio is ready

See you Monday

[Elon Musk @elonmusk]

Regarding the OpenAI case, the judge & jury never actually ruled on the merits of the case, just on a calendar technicality.

There is no question to anyone following the case in detail that Altman & Brockman did in fact enrich themselves by stealing a charity. The only question is WHEN they did it!

I will be filing an appeal with the Ninth Circuit, because creating a precedent to loot charities is incredibly destructive to charitable giving in America.

OpenAI was founded to benefit all of humanity.

[Movez @0xMovez]

This 30-min workshop by the creator of Claude Code will teach you more about vibe-coding than 100 YouTube video guides.

Bookmark it & give it 30 minutes today. This video will change the way you use Claude forever.

[Rony @Ronycoder]

Instead of watching an hour of Netflix, watch this 30-minute speech by the Head of Anthropic’s Coding Agents research team. It will teach you more about vibe coding than 100 paid courses.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump is willing to end the Iran War even if the Strait of Hormuz remains closed, per WSJ.

Details include:

1. Trump and his aides assessed that a mission to reopen Hormuz would push the conflict beyond his timeline 4-6 weeks

2. Trump believes the US should achieve its main goals of destroying Iran’s navy and missile stockpiles

3. Trump thinks he can wind down current hostilities while pressuring Iran diplomatically to resume the "free flow of trade"

4. If that fails, Washington would press allies in Europe and the Gulf to take the lead on reopening the Strait, US officials say

US stock market futures are rising on the news.

[Zafar Mirzo @zafarmirzo]

The future begins not with technology, but with the holistic development of the modern individual.

[Elon Musk @elonmusk]

One day, we shall sail through the moon belts of Saturn 🪐

[The Kobeissi Letter @KobeissiLetter]

The next big question:

What is happening in the Bab al-Mandab Strait?

Since the Iran war began, the Strait of Hormuz has been the focal point, as it accounts for ~20 million barrels of daily oil supply.

On Thursday, Iran's Fars News Agency said Houthis in Yemen and other “resistance groups” may soon join the war against the US and Israel, per WSJ.

Not too long ago, Yemen's Houthis, who are backed by Iran, were striking ships in the Red Sea, resulting in a major drop in shipping activity.

Currently, ~12% of global seaborne oil passes through Bab al-Mandab, making it the world’s 4th-largest shipping chokepoint.

If this passage is closed, another ~6 million barrels of daily oil supply would be halted.

Total offline capacity between the two Straits would near 25 million barrels per day, or ~25% of global supply.

We have another pivotal week ahead.

[Sam Badawi @Sam_Badawi]

The Pentagon is deploying $200B+ into the future of warfare:

Prime Defense Contractors
$LMT $NOC $RTX $BA $GD

Autonomous Systems & Drones
$KTOS $AVAV $TXT $HII

Space & Satellite Infrastructure
$LHX $RKLB $ASTS

AI, Software & Data Platforms
$PLTR $CRWD $MSFT $GOOGL

Semiconductors & Defense AI Compute
$NVDA $AMD $INTC

[The Transcript @TheTranscript_]

$NOW CEO: "“The workforce of the future is going to be a combination of human and agents and thinking machines… Customers are telling us, we want you to manage your agents. We want you to manage the thinking machines and we want you to manage the agents of other people's solutions.”

[The Deal Trader @TheDealTrader_]

Busiest shipping lane

[The Market Mind @Market_Mind_]

🌊 Major Straits of the World and Why They Matter 🗺️

The waterways that control global trade & power:

🇲🇾 Malacca Strait — 60% of global maritime transport, 25% of all traded goods

🇮🇷 Strait of Hormuz — 25% of global oil & 1/3 of world's LNG

🇸🇬 Singapore Strait — 50% of all global seaborne trade

🇹🇷 Bosphorus Strait — world's narrowest; separates Europe from Asia

🇬🇮 Strait of Gibraltar — Atlantic meets Mediterranean; Europe meets Africa

🇨🇱 Magellan Strait — Atlantic meets Pacific via southern Chile

🇦🇺 Bass Strait — Tasmania to mainland Australia

🇺🇸 Bering Strait — only passage between Arctic & Pacific; Asia meets North America

→ Malacca + Singapore = over half of all seaborne trade

→ Block Hormuz and 25% of global oil vanishes overnight

→ These 8 straits are why navies exist

[Elon Musk @elonmusk]

I use this analogy a lot.

This is what a room full of computers looked like in old times:

[Evan @StockMKTNewz]

Rocket Lab $RKLB this past week completed its 83rd Electron launch

[Elon Musk @elonmusk]

Seriously 😂

[Evan @StockMKTNewz]

Here is the full speech Lisa Su gave today at $AMD ’s Financial analyst day event

[Gesh. @Marketmal8]

@felixprehn Ai

[Felix Prehn 🐶 @felixprehn]

Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators.

I shared this analysis with my 20,000+ students.

For 24 hours, it's yours for FREE.

Like, RT & Comment "AI" and I'll DM it to you.

[Gesh. @Marketmal8]

@felixprehn Guide