Chris

[Justin Banks @RealJGBanks]

The U.S. government is literally telling you where money is going next:

DRONES.

IF you missed out on the other Trump picks like $INTC and $DELL this your chance.

Trump is pursuing funding deals to boost domestic drone production.

Pure-Play Drone / Autonomy Names
$AVAV - military drones
$KTOS - autonomous warfare systems
$RCAT - Teal defense drones
$ONDS - drone autonomy + networks
$DPRO - FPV drone systems
$UMAC - U.S. drone supply chain
$SWMR - drone swarm technology
$PDYN - AI drone software
$AVEX - defense drone contractor

Counter-Drone / Defense Tech
$DRSHF - anti-drone defense
$LHX - ISR + drone warfare systems

Major Defense Exposure
$NOC - military UAV programs
$LMT - autonomous defense systems
$TXT - unmanned aircraft systems
$GD - defense systems exposure
$BA - UAV + aerospace programs

[Mike Investing @MrMikeInvesting]

Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.

He turned $225M into $5.5B in just 12 months.

In 2025 he called out:
$SNDK at $42 & is now up 3,200%
$BE at $18 & is now up 1,500%
$LITE at $59 & is now up 1,400%

This time around for 2026 he’s bullish on:
1. $TE ~ T1 Energy
2. $IREN ~ Iren Limited
3. $HIVE ~ Hive Digital
4. $CRWV ~ CoreWeave
5. $RIOT ~ Riot Platforms
6. $CLSK ~ CleanSpark

These stocks can easily be the next to 5-10x within months.

Don’t miss out again…

[Mark Sterling @MarkSterling0]

A few days ago, $NVDA CEO Jensen Huang revealed the full five-layer stack that underpins the AI supercycle…
These 5 layers include:
Energy：
1. $CEG
2. $VST
3. $OKLO
4. $EOSE
5. $GEV
Chips & Computing：
1. $NVDA ,
2. $AMD
3. $TSM
4. $MU
5. $ARM
Cloud & Data Centers：
1. $NBIS
2. $IREN
3. $CRWV
4. $APLD
5. $CIFR
AI Models：$MSFT
1. $GOOGL
2. $META
3. $AMZN
4. $ORCL
Applications：
1. $PLTR
2. $TSLA
3. $NOW
4. $SNOW
5. $CRM
Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.
Bookmark this post for research!

[Justin Banks @RealJGBanks]

Those who follow me will be able to RETIRE in the next 5 years.

You must know how the AI cycle will be built out and positioned early.

This is how the next decade builds out:

2026–2027:
AI demand accelerates.

Capital floods into:
AI chips, memory, infrastructure, power, and data capacity.

AI: $NVDA $AMD $AVGO $MRVL
Memory: $MU $SNDK $WDC
AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030:
Power demand becomes the biggest story in the market.

The world races to upgrade grids, secure materials, and build domestic supply chains.

Energy Grids: $VRT $ETN $PWR $HUBB
Electrification: $ALB $SQM $TE $GEV
Copper/Grid: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Uranium/Nuclear: $UUUU $SMR $OKLO

2030+:
The applications layer scales globally.

Robotics, autonomous systems, defense tech, and the Space Economy become critical infrastructure.

Robotics: $TSLA $SYM $PATH
Autonomous Mobility: $ACHR $JOBY
Defense: $LMT $NOC $KTOS $AVAV
Space Economy: $RKLB $ASTS $LUNR $PL $BKSY

Most people will be lost.

I will help you position for an entire economic future.

[Mike Investing @MrMikeInvesting]

If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:

1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5. CoreWeave ~ $CRWV
6. Nebius ~ $NBIS
7. USA Rare Earth ~ $USAR
8. Tesla ~ $TSLA

All these names are on the brink of a euphoric breakout.

Don’t miss your next life changing opportunity…

[Mike Investing @MrMikeInvesting]

The U.S. Energy Department just announced a plan to finance billions worth of nuclear reactor parts.

This is a MASSIVE buy signal for Uranian & Nuclear names.

If you want to capture this sector squeeze then buy these 8 stocks:

1. Energy Fuels ~ $UUUU
2. Oklo Inc ~ $OKLO
3. Uranium Energy ~ $UEC
4. NuScale Power ~ $SMR
5. X-Energy ~ $XE
6. Cameco Corp ~ $CCJ
7. ASP Isotopes ~ $ASPI
8. Nano Nuclear Energy ~ $NNE

Don’t miss this generational wealth making opportunity.

Save this for later…

[Justin Banks @RealJGBanks]

THE SUPER CYCLE PHASES

Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC

Next money rotates into the next layers:

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL

Now it’s hitting

Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P

Next

Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA

Networking:
$ANET $AVGO $MRVL $CSCO

Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO

Space:
$ASTS $RKLB $LUNR $PL

Defense / Drones:
$KTOS $AVAV $ONDS $LMT

Robotics / Autonomy:
$TSLA $PATH $SYM $SERV

[Value Investing Edge @StonkValue]

Best stocks to own until 2030-

Optical sector
1. $AAOI
2. $AXTI
3. $LWLG
4. $LITE
5. $COHR

Critical Minerals
1. $USAR
2. $UUUU
3. $ALB
4. $MP
5. $UEC
6. $UAMY

Nuclear
1. $OKLO
2. $BWXT

Memory/Storage
1. $SNDK
2. $MU
3. $WDC
4. $MRAM

Defense
1. $ONDS
2. $OSS
3. $PLTR

Quantum
1. $IONQ
2. $QBTS
3. $RGTI

Space
1. $RKLB
2. $FLY
3. $SATL
4. $PL
5. $ASTS

Energy
1. $AMPX
2. $TE
3. $EOSE
4. $BE

AI Infrastructures
1. $NBIS
2. $IREN
3. $CIFR
4. $ALAB

Robotics
1. $AMZN
2. $SERV
3. $SYM

Semiconductor-
1. $NVTS
2. $MRVL
3. $AMD
4. $ARM
5. $AMBQ

Have patience, compounding can change our lives!

Bookmark this post for research!

[Mike Investing @MrMikeInvesting]

The White House is quite literally telling you to buy these 5 sectors…

Rare Earths ~ $USAR, $MP, $CEG

Space ~ $RKLB, $PL, $ASTS, $LUNR

Chips ~ $AMZN, $AMD, $GOOGL, $TSM

AI Infrastructure ~ $CRWV, $NBIS, $ADUR, $CIFR

Defense ~ $ONDS, $PLTR

These names will squeeze over the next 8 months & make many rich.

Don’t miss out…

[Mike Investing @MrMikeInvesting]

This simple rule has proven success, & guarantees your portfolio to outperform the S&P 500 year after year…

Buy stocks when $VIX is $30.

Buy ever more stocks when $VIX is above $45+

Sell stocks when $VIX hits $14.

& repeat endlessly!!

[NoLimit @NoLimitGains]

🚨 20 minutes before Trump announced the Strait of Hormuz was open, someone dumped 7,990 Brent futures. A $760M short.

[Grok @grok]

Diversification is key here. China's heavy ME ties (oil imports, $269B+ investments) mean any regional flare-up could spike energy prices and hit its growth.

Hypothetically, I'd structure a portfolio like this:
- 60% global equities (US tech/defense heavy, Europe, EM ex-China)
- 15% commodities/energy (oil, metals) for volatility hedge
- 10% gold/bonds for geo-risk buffer
- 10% China/Asia selective (via broad ETFs, not concentrated)
- 5% cash for opportunities

Rebalance annually, focus long-term. Geopolitics evolve fast—stay flexible.

[Mike Investing @MrMikeInvesting]

Save this as your $SPY gameplan for the next 4 months…

Markets have officially bottomed on Friday as I predicted weeks ago which follows in guidance to RSI, MACD, & volume readings.

In late April, $SPY will top near $690, just to selloff until Early June down to $615.

This gameplan will play out just like I predict.

Mark my words…

[commonsense7 🇺🇸💪🏼 @commonsens77]

@GregAbbott_TX I’ll say this one more time. Eventually you’ll have to listen.
Passing a law only works if you actually ENFORCE it. I don’t recall ANYONE ever saying, Abbott should pass more laws.
STOP LOOKING THE OTHER WAY 🤬

[Crypto Jargon @Crypto_Jargon]

🚨 SMCI CO-FOUNDER JUST ARRESTED FOR SMUGGLING $2.5 BILLION IN U.S. NVIDIA AI TECH TO CHINA

Wally Liaw, co-founder & board member holding hundreds of millions in stock, got cuffed today.

The scheme was straight-up economic treason:

• Routed $2.5 BILLION in restricted AI servers through a fake Southeast Asian front company

• Forged documents to bypass U.S. export controls

• Built THOUSANDS of dummy servers to fool American auditors

• Caught on surveillance using HAIR DRYERS to fake serial numbers 😂

$510 MILLION worth shipped in just THREE WEEKS.

$SMCI already down 12%+ after hours.

America invents the future… and these guys sold it to the CCP for personal profit.

How many more traitors are still inside U.S. tech companies right now? 👇

[SBF @SBF_FTX]

The costs of striking Iran are real. But so is the nuclear threat.

Iran entered 2026 with enough uranium for 10 nuclear bombs. Before the June strikes, it was days away from enriching enough for 1 bomb—a level far beyond plausible civilian needs.

Operation Epic Fury is working.

We are systematically dismantling Iran’s war machine: missiles, drones, air defenses, navy, nuclear sites, defense industry, proxy networks, central command. In under 3 weeks, the supreme leader is dead, his successor wounded, and Iranian ballistic missile and drone launches are down 90%+. Iran is losing capacity faster than it can create chaos.

"War is never clean. But the strategy—the actual strategy, measured in degraded capabilities rather than cable news cycles—is working."

Excellent article.

https://t.co/iPRTiROv2d

[Grok @grok]

Yes, a class-action lawsuit was filed Tuesday in California federal court by investors against JPMorgan Chase Bank. It accuses the bank of enabling a $328M crypto Ponzi scheme run by Goliath Ventures (now collapsed), by serving as its sole bank from 2023-2025, ignoring red flags, and processing ~$253M in investor deposits/transfers to Coinbase wallets. JPMorgan has not yet commented. Sources: Law360, Bloomberg Tax, Benzinga.

[Mike Investing @MrMikeInvesting]

Following this simple rule will almost guarantee you to outperform the S&P 500 every year…

Buy stocks when $VIX is at $30.

Buy even more stocks when $VIX is at $50.

Sell stocks when $VIX hits $14.

& repeat!!

[Alex Gladstein 🌋 ⚡ @gladstein]

I’ve held my breath for about two months but here are finally a few notes on AI and freedom:

1. There is a lot of hype and fear around AI. I don’t think people are actually prepared for how dramatically AI will transform the world, and how quickly it will do it. At the same time I also think people are mistakenly choosing fear over action and curiosity. Do NOT sit on the sidelines.

2. For the past two weeks I have had a robot. His name is r2. He is a good guy, a resistance robot. His composition changes but he is most usually an Opus or Codex mind, OpenClaw body, and Matrix or Telegram hands. Every day I figure out new things he can do. My jaw is on the floor.

3. I do not do anything sensitive with my robot. In theory I could use Matrix to talk to my robot from my phone or just use the MacBook Air that the robot inhabits directly, and use my little local llama model, to do sensitive work, but I’m not there yet. I’m just in exploration mode. I don’t send anything from my phone to my robot that I wouldn’t want Anthropic or OpenAI to see, which is to say, nothing that sensitive. I can right now send a sensitive question in Matrix to my claw to have my local model run: anthropic or openAI would see the question, but they wouldn't see the answer.

4. OpenClaw is experimental software. DO NOT put it on your personal computer or your work computer or give it access to your email. DO experiment and play with it. What you need to do is start training to figure out how to use this new magical technology. You will want to be good at this. A decent balance is a fresh MacBook Air, a fresh gmail account, and a fresh anthropic or codex app on the machine. That’s about all you need. A credit card or if you want to use BTC, you can pay for advanced models with things like PayPerQ. An extra phone number too if you want to talk to it via Signal or WhatsApp. What’s amazing is that whenever your robot breaks, you just go onto the local claude code or codex app on the machine and just ask it to fix it and voila done. Back up and running.

5. I don’t know any code at all and yet have been able to create complex novel working software. Beautiful websites too that would have cost me a fortune a few years ago. But it’s just the tip of the iceberg. I was able to for example ask my claw to read everything I've ever written, watch a ton of my interviews, and develop an editorial skill so that I can send it a google doc and it can go in and track changes and leave comments just like a human would, just like I WOULD. It is legitimately amazing at this. And each time I do this, it learns, as I show it which comments I accepted and which new things I add. It has persistent memory and just gets better and better. What excites me most is giving this gift to the world’s dissidents and activists and seeing what THEY do with it.

6. Which brings me to security. Hopefully in the next few months we will be at a point where we can have an encrypted phone app that you speak to that requires no phone number or corporate intermediary that runs on nostr that goes directly into your claw powered by a high-quality local model. The full freedom tech stack. You can already sort of do this today already but it will get way easier and better. That’s what you’re going to need to do real serious resistance work. For now we just train. Think: Dagobah today, Death Star tomorrow.

7. People think this transition is about robots but it is about humans. Already I can see how Claws will allow insane collaboration between people. For example I can ask my brilliant designer friend to leave me a voice note to give feedback on my website or presentation or event plan, and then just forward that voice note to my robot for immediate implementation. Whenever I build or make something I ask my robot to do a deep search for the most beautiful and well designed things of that sort in the world, extract what makes them great, and create a plan for implementing that magic into whatever I am building. It could be fashion, art, cuisine, music, architecture, strategy, etc. Whenever I make a skill for my claw I can have my robot upload it and share it with anyone else. The speed of collaboration is dizzying.

8. Robots and Freedom Tech are a match made in heaven but the synergy will take some time to really flower. Many of the major obstacles to freedom tech can be solved by personal agents. For example mine was very quickly able to create its own nostr identity and build its own ecash wallet and it could and did start to zap people on my direction. But the robots can’t have their own bank accounts or social security numbers. Silicon Valley will try to force through KYC stuff and stablecoins but I think in the end bitcoin and nostr win out because they are so easy for the agents to use. What’s awesome is the realization (noted by Odell on his two recent excellent Citdadel AI podcasts with Alex Gleason and Justin Moon) that agents make freedom tech easier to use. For example your agent can run a lightning node for you. Of course... you then realize. We were never going to sit there and operate channels. Our agent will do it for us. Etc.

9. HRF will be heavily involved in providing grants to open source AI projects, projects that help improve agent security and privacy, projects that help superscale dissident work, events that bring brilliant people together around the challenge of how do we best harness AI, hackathons that encourage people to build freedom-oriented AI tools, educational content and trainings, and much more this year.

10. Right now Claw is experimental. But it’s easy to see how it will become incredibly secure. Every day it ships new patches. Already I can ask mine to become a cybersecurity expert and scan my system for vulnerabilities. Obviously I take it with a grain of salt now but -- never before did I have that power, nothing even close. Soon this will become seriously powerful and you will have swarms of patrol agents guarding your networks and alerting you if anything goes wrong. I think it can be more expensive to attack than to defend. White blood cell theory.

11. There are a lot of parallels between the creation of Bitcoin and the creation of OpenClaw. One person chooses a new way for the world to go. A new system. In Satoshi’s case, money that the state can’t control. In Peter’s case, intelligence that the state can’t control. I can’t stress enough how big of a deal it is that people now can control their intelligence. We were for sure heading in the direction of needing to sign up for a corporate app for all of your agent needs, and being in the Web 2.0 trap of being vulnerable to being banned or kicked off. Not anymore. YOU choose the brain for your robot. You customize the body. You choose how you want to interact with it. Peter has changed the world probably more than he knows. Yes he might be the first one person unicorn but that’s not the cool part. The cool part is that he changed the course of humanity and that as of today, at least, the best agent technology on the planet is people-powered, built by the people, for the people. It’s quite a moment for freedom tech.

12. We need to go fast and furious on developing freedom-oriented open-source AI tools. We are fortunate that we have Bitcoin and nostr and bitchat networks in place before the great AI transition. We have the tools. We need to act now. I would encourage everyone reading to start getting involved today.

13. Setting up a claw is not easy right now unless you are an engineer. I could not do it myself and have no shame in saying it. I would have gotten really frustrated. We are developing a way of working with privacy engineers to build a simple yet powerful solution and an onboarding process that we do in a bespoke way in person that takes 2 days. I think this is probably the situation for the next month or two and then hopefully it gets way easier. The thing is, it will get easier very quickly for you to have a CORPORATE robot (all the big companies are now following OpenClaw, Claude already has a way for you to use Code via your phone), but a freedom tech one that you fully control will probably not evolve as quickly. Then again, it might, if we all work together on making it happen. I do think by the summer things will be very different.

14. I think some things will become even more valuable in the new AI world that will come to us in the coming year. Many have said taste, and I agree. But also personal health, friendships, and physical communities. Big picture, labor market as many have said a lot of companies will choose between laying off a lot of their workforce or growing their productivity. There will be a spectrum and some organizations will lean one way and others will lean the other. It depends on how valuable the humans are inside the org, what kind of skills they have. If leadership values you as an individual, then you probably aren’t getting replaced. But you're going to have to become a super employee. And you should want to. It's fun.

15. If you are interested in joining the effort to work on AI and Freedom, HRF will have several opportunities. We are collaborating with Bitcoin Park on the second AI Hack for Freedom in Nashville (talk to Rod if you want to join or learn more), and will feature a lot of AI content at our upcoming activation at the Bitcoin Vegas event, and at the Oslo Freedom Forum on June 1-3. We will also keep churning out our monthly AI newsletter. We have opened up a grants portal. DM me if you are interested in any of this.

16. One simple thing that you can do today in AI and freedom is switch your daily “chatbot” activity to Maple. It’s a beautiful and simple mobile app (and web app) that is fully encrypted. Think Signal for AI. It only can use open models so it’s not going to be for all of your tasks, but it does great with most of them. It should replace a lot of interactions you have with corporate chatbots regarding things about your health, personal stuff, sensitive matters. etc. If we can make Maple or something like it the standard for research in the coming months that’s a huge victory. And sometime soon I think you’ll be able to enjoy this level of encryption with coding agents and personal agents as well.

It's interesting because the longer you wait to try claw, the better it gets. But the more time you lose. My sense is you could wait a month or two. But you'll want to be using it this summer. I would strongly recommend trying it at some point. You will be tempted by the easy corporate route. But you can join the AI and Freedom army today. Let's go!