Bryce

[Shay Boloor @StockSavvyShay]

Sam Altman and OpenAI are reportedly in talks to give the U.S. government a 5% stake in the company.

[Heisenberg @Mr_Derivatives]

$RKLB +5% in after hrs off NASA news:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Pakistan's Prime Minister releases an official statement on the peace deal between the US and Iran which Pakistan announces has now been reached.

Full statement:

"Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED.

Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.

The official signing ceremony will be on Friday, 19 June in Switzerland. We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict.

We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement.

I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard.

With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony."

[Wall St Engine @wallstengine]

Cerebras $CBRS said its wafer-scale inference platform is up to 15x faster than GPUs. In one benchmark it cited, CS-3 delivered 2,700+ tokens/sec vs 900 tokens/sec on $NVDA B200. - SuperAI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Israeli Prime Minister Netanyahu will have "no choice" but to accept a US deal with Iran, because he "calls the shots," per FT.

Details include:

1. "I call the shots. I call all the shots. He [Netanyahu] doesn’t call the shots," Trump said

2. Trump said today's missile strikes by Iran will not impact the deal

3. Trump said he believes "the deal is going on"

4. Trump said that Iran’s strikes had not changed his desire to conclude US-Iran negotiations

Oil prices are trading higher.

[HENNY @hennycapital]

$TE just bought a 50-year-old battery storage company, for $32M.

That company built 1,100 projects for the US Government, National Labs and hyperscalers.

TE now will sell the entire energy system. Generate it. Store it. Control it. Operate it.

$15-20M EBITDA contribution next year on a $32M price tag.

https://t.co/aTcRT0wcNQ

[Bryce @pipelinebryce]

$SMR starting

[TradeTheNews.com @Trade_The_News]

$INTC TTN Summary COMPUTEX | Taipei : 18A process is now "at full scale," with "hundreds of design wins" already in hand. (Intel Corporation)

- Intel says customers and partners are “already seeing the shift,” but management framed the company as still early in a longer execution journey with a large opportunity ahead.
(More at https://t.co/vDVvJyaOXr)

[Michael Dell 🇺🇸 @MichaelDell]

We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀

[Mario Nawfal @MarioNawfal]

🇺🇸Jensen Huang is out there living his best life, dancing at the NVIDIA all-employee celebration event in Taipei, Taiwan

You'd never guess he's the CEO 😂

[Bryce @pipelinebryce]

$ARKK

[Bryce @pipelinebryce]

$NOW

[Bryce @pipelinebryce]

$ASTS nice close

[Nick Schmidt @NickSchmidt]

I've decided to step away from TraderLion and Deepvue.

The last 10 years with Rai, Richard, and Ross has been the journey of a lifetime. Proud of what we’ve built to help traders, and rooting for everything they do from here.

I’m looking forward to the future and what’s next.

[Marc Lehman @markflowchatter]

In 1999-2000 I'd bet 75%+ or more of the "active" traders were in 2nd grade homerun class or just a thought and don't recall the euphoria back then.

$JDSU $SDLI $LU $NT $GLBC $WCOM $TSIX and hundreds more were the high flyers deeply involved in manufacturing the lasers, amplifiers, and "optical plumbing" that powered the networks.

That eventually went splat, crash and burn ,ala money evaporated.

Here we are today 2025-2026 in the AI buildout, the AI infrastructure boom, or the AI data center land grab.

$LITE (in fairness is a spinoff of $JDSU) $SNDK $AAOI $STX $MU and HUNDREDS more are the leaders.
Eventually overcapacity will catch up to these.

My crystal ball is running low on battery's so don't ask me when. But it will happen.

Goldman Sachs puts out a great piece today

"Decoding the Agentic Economy"

Would highly recommend reading.

It's summed up - "Know what you own" because you really don't

[Marc Lehman @markflowchatter]

Just out, looks pretty big for $LUNR

The US Space Force is raising it's Andromeda project to $6.243 Billion from $1.843 billion

https://t.co/ehWmeS7Iki

[Bryce @pipelinebryce]

$ASTS

[Bryce @pipelinebryce]

$GLXY

[Brian Shannon, CMT @alphatrends]

keep and eye on $MP the sector is strong and this one could be getting ready for a move ahead of EPS on 5/6

chart from @marketsurge

[Shay Boloor @StockSavvyShay]

$ASTS says the FCC has granted full commercial approval for its planned 248-satellite constellation.

A meaningful regulatory win as the company moves closer to building out the network.