FrostBit

#Entrepreneur | #Crypto Investor | #Tech | #Coin Enthusiast | Day #Trader |#Blockchain & #Cryptocurrency #Research #Data Analyst IG: FROST2BIT #cryptocurrensy

[FrostBit @Frost2bit]

Frost referred you so you get a free stock. Claim this stock now without investing money first: https://t.co/5MFeEPU8hj

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump discloses up to $1.4 billion in stock purchases across 22,000 transactions in 2025.

[Evan @StockMKTNewz]

Robinhood $HOOD is rolling out perpetual futures tied to commodities, ETFs and currencies in Europe - Bloomberg

[Mila Joy @Milajoy]

That time that Obama pissed off Trump so bad that Trump decided to run for president.

[Vivek Sen @Vivek4real_]

BREAKING: 🇺🇸 UNITED STATES HOUSE JUST OFFICIALLY PASSED THE FINAL BILL TO BAN THE FED FROM CREATING A CENTRAL BANK DIGITAL CURRENCY UNTIL 2030

THE BILL WILL NOW BECOME THE LAW

THIS IS A MASSIVE WIN FOR BTC AND FREEDOM 🔥

[Sergey @SergeyCYW]

Photonics is becoming one of the key bottlenecks behind AI infrastructure

AI clusters are no longer limited only by GPU supply. As models scale, the harder problem is moving data between chips, racks, super-nodes, and data centers without hitting latency, bandwidth, and power limits.

Copper works well until the cluster gets too large. Then optical links become more important.

Goldman Sachs estimates the optical networking market could reach $154B by 2028, with scale-up GPU networks representing the largest opportunity. Silicon photonics penetration in optical modules is expected to rise from 6% in Q1 2024 to 46% by 2028.

Here is how I map the photonics stack. 👇

[The Market Mind @Market_Mind_]

Paypal Mafia

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional investors may sell up to $165B of equities and rotate the same amount into bonds by quarter-end — the largest rebalance in at least four years. The biggest expected sellers include Japan’s GPIF at roughly $60B, Norway’s Norges Bank at around $40B, U.S. defined benefit pensions at about $55B, and the Swiss National Bank at up to $25B. Balanced mutual funds may partially offset the pressure with an estimated $15B of equity buying, but overall, quarter-end flows could create significant selling pressure across global stocks.

2. SpaceX $SPCX reportedly signed a major compute deal with open-source AI startup Reflection AI, giving it access to Nvidia $NVDA GB300 chips at Colossus 2, per CNBC. Reflection is expected to pay SpaceX about $150M per month starting July 1, 2026, which could total roughly $6.3B if the agreement runs through 2029. The deal adds Reflection to SpaceX’s growing AI compute customer list, alongside Anthropic, Google, and Cursor.

3. Retail investors have poured roughly $150B into the largest equity ETFs over the past month, marking the second-biggest inflow in history. The move shows just how aggressive retail demand for equities has become, even as markets continue to digest major macro and positioning risks.

4. Palantir $PLTR has secured a foundational role in the U.S. Army’s NGC2 data layer. The Army established the NGC2 common data layer baseline, a major step in modernizing command-and-control systems. Palantir Foundry will serve as the cloud data layer, while Anduril Lattice will serve as the tactical data layer, giving the Army a scalable foundation for AI-enabled tools, interoperability, and faster battlefield decision-making.

5. The top 10 most active options today by contracts traded were $TSLA with 3.3M contracts, $NVDA with 2.9M contracts, $SPCX with 1.2M contracts, $AMZN with 1.1M contracts, $AAPL with 990K contracts, $GOOGL with 970K contracts, $MSFT with 917K contracts, $NFLX with 717K contracts, $INTC with 621K contracts, and $PLTR with 587K contracts. Tesla led options activity with more than 3.3M contracts traded, followed by Nvidia at 2.9M, while SpaceX and Amazon both saw volume above 1M contracts.

6. BofA now expects the Fed to hike rates three times this year, reversing its prior view of no changes. The firm sees 25 bps hikes in September, October, and December, taking the Fed funds range to 4.25%–4.5% by year-end. BofA now expects the first Fed rate cuts to come in 2028.

7. Qualcomm $QCOM is reportedly in advanced talks to acquire AI chip startup Modular in a deal that could value the company around $4B, per Bloomberg. No final agreement has been reached, but an announcement could come in the next few weeks. Modular last raised $250M at a $1.6B valuation in September 2025, meaning the reported deal would mark a major step-up in value.

8. Trump signed two quantum-focused executive orders aimed at accelerating U.S. leadership in the space. One order pushes for a U.S. quantum computer $INFQ $QBTS $IBM $RGTI $IONQ $QNT capable of major scientific calculations, along with quantum sensors and networks, within five years. The other directs federal agencies to transition to post-quantum cryptography by 2031, strengthening cybersecurity against future quantum threats.

9. Google $GOOGL is investing about $75M in A24 as part of a multi-year AI research partnership between Google DeepMind and the film studio. The deal marks Google’s first equity stake in a studio, with A24 and DeepMind working on AI tools for film production and distribution. The agreement does not give Google access to A24’s film and TV library, while A24 Labs is already developing an AI-generated storyboard tool.

10. Micron $MU signed a strategic agreement with Anthropic covering AI memory and storage architecture, multi-year supply, Claude enterprise adoption, and an investment in Anthropic’s Series H round. Micron will provide data center memory and storage products, including HBM, DRAM, and SSDs, while the two companies work together to optimize Anthropic’s AI infrastructure for performance, energy efficiency, and token economics.

11. Nvidia $NVDA launched Halos for Robotics, a full-stack safety system for robotics and physical AI. Agility will be the first to integrate parts of Halos into the safety architecture for Digit, its humanoid robot used in logistics, manufacturing, and warehouses. The system combines Nvidia IGX Thor, Holoscan Sensor Bridge, Halos OS, external-camera safety monitoring, and an ANAB-accredited AI Systems Inspection Lab, with 40+ companies participating in the lab program.

12. Chevron $CVX signed a 20-year power deal with Microsoft $MSFT to supply natural gas-fired electricity for a proposed West Texas data center. The project, called Kilby, is expected to deliver first power by 2028 and eventually ramp to 2.67 GW. Chevron will use Permian Basin gas to power GE Vernova turbines, with the project designed to generate its own electricity instead of drawing from the grid. Chevron is developing Kilby with Engine No. 1 and expects to make a final investment decision later this year.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[CMS Invests @cmsinvests]

HE FRICKIN DID IT AGAIN

DONALD TRUMP KEEPS TELLING YOU WHICH STOCKS TO BUY TO GET RICH

SO FAR HE CALLED:
$INTC AT $20 → +600%
$DELL AT $230 → +90%
$MU AT $740 → +70%

NOW HE’S CALLING:
$NOK AT $14

YOU KNOW NOKIA IS NO LONGER YOUR GRANDPA’S OLD INDESTRUCTIBLE PHONE, RIGHT?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Alphabet, $GOOGL, is being added to the Dow Jones Industrial Average, replacing Verizon, $VZ.

[Elon Musk @elonmusk]

Starlink coming to @AmericanAir next year!

[Wild Clips @JCFights]

This guy had to call his ex after 20 years because his daughter is dating her son 😂

[Watcher.Guru @WatcherGuru]

JUST IN: Ship traffic officially resumes in the Strait of Hormuz after US and Iran sign deal to end war.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US government orders Anthropic to suspend foreign access to Mythos Fable 5 AI model, citing national security concerns.

Anthropic has disabled access for all users worldwide.

[Bull Theory @BullTheoryio]

BREAKING: Over ¥48,300,000,000,000 ($335 BILLION) wiped out from Japan's stock market as the NIKKEI plunges 4.2%.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇰🇷 South Korea's KOSPI stock market halted after 8.4% crash, triggering circuit breaker.

[Crypto Rover @cryptorover]

🚨 BLOODBATH IN SOUTH KOREAN STOCKS.

₩400,000,000,000,000 has been wiped out from South Korea’s stock market today after the KOSPI crashed -8.44%, its biggest single day collapse since March 4.

Trading was also temporarily halted after a circuit breaker was triggered.

[Shay Boloor @StockSavvyShay]

SOFTWARE GROWTH LEADERS

3-year growth CAGR breakdown:
• Best-in-class (40%+) | $PLTR
• Elite (25–29%) | $NET, $SNOW
• Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP
• Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW
• Slow (<10%) | $CRM, $ADBE, $PATH

[Shay Boloor @StockSavvyShay]

$ASML is bringing Elon Musk into a closed-door employee conference to discuss the $55B $TSLA and $SPCX Terafab project.

Terafab would target leading-edge 2nm chips for AI, robotics and space compute.

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

[Rand Group @randgroup]

🇺🇸 Trump's Updated Portfolio