Guillaume La Roche

[Mario Nawfal @MarioNawfal]

🚨🇮🇷 🇺🇸 The missiles that killed three American soldiers came from bases the U.S. already bombed, dug out and firing again

-Military analysts say the deadly Muwaffaq Salti strike was likely carried out by Iran's best missiles, including the Kheibar Shekan: 900-mile range, solid fuel, satellite guidance, Mach 5 impact, and a claimed maneuvering warhead built to evade defenses

-The missile bases housing them were pounded for weeks in March and April, then Iran's engineering crews repaired the roads, cleared the rubble, and reopened the collapsed tunnel entrances, with satellite imagery showing trucks back at work by early June

-Hegseth called Iran's missile program "functionally destroyed" in April; pressed by Sen. Ossoff Tuesday, his answer shifted: "We never expected they would stop having capabilities to shoot"

-A former Israeli air defense commander's read on why more missiles get through: "Their radars are exposed; their infrastructure is exposed," the region's own defenses degraded by earlier Iranian attacks

-One expert's summary: Iran spent decades watching how America fights and "built an overall infrastructure that is designed to ride out" exactly this war

The tunnel entrances are the whole war in miniature.

America entombs the arsenal, Iran's bulldozers dig it out in weeks, and the missiles that emerge are the newest and hardest to stop.

Four attacks on U.S. troops in Jordan in five days means Tehran isn't running empty, it's pacing itself, betting each American coffin raises the price of staying until Trump renegotiates.

11 nights of strikes, and the arsenal designed to survive them keeps proving it was.

Source: Wall Street Journal / Writer: Daniel

[Breaking911 @Breaking911]

A tourist was seriously injured after a bison tossed them about 8 feet into the air in Yellowstone National Park. The attack was captured on video by photographer Mike Macleod.

[Guillaume La Roche @rocheguime]

@alexdbanks @mathlonning Good acquisition?

[Guillaume La Roche @rocheguime]

@PierreVLeBrun 🤦🏼‍♂️🤦🏼‍♂️🤦🏼‍♂️

[QUB radio @QubRadio]

«C'est facile tomber sur la noix de la police» 😓 #montreal #police #SPVM

@marcboilard x @QubRadio

SEGMENT INTÉGRAL: https://t.co/OB9zHcCkm1

[Aesthetica @Anc_Aesthetics]

The female cop just executed a random bystander trying to get away from the shooter and then when the real shooter came she flees leaving two people dead because of her incompetence. What the hell are we doing allowing female police officers.

[André Arthur Live du Paradis ✨ @andrearthurciel]

Espérons que le monsieur qui tentait d’échapper au tireur fou s’en sortira!

Vu de cet angle, il semble avoir été touché à bout portant par la coéquipière du policier qui a tristement perdu la vie.

Difficile de la blâmer dans de telles circonstances.

*

[Mario Nawfal @MarioNawfal]

🇨🇦 GRAPHIC WARNING:

The active shooter incident in Decarie, Montreal is over.

The gunman and one police officer dead.

Shocking violence hits the streets of Canada once again.

Source: WarFront Witness on Telegram / Writer: Oliver

[Black Panther Capital @BlackPantherCap]

If you invested $500/month starting at 25.

And averaged 15% annual return.

By 55 you have $3.3 million.

Not because you’re lucky.

Not because you picked the perfect stock.

Because you showed up.

Every single month.

For 30 years.

The market doesn’t reward genius.

It rewards the person who doesn’t STOP.

I’m not trying to get rich fast.

I’m trying to make it impossible to be poor.

—BP

Note: This is not financial advice.

$IREN $NBIS $RKLB $ASTS $AAOI $CIFR $ONDS $PNG.V $OUST $NOK $PL

[Guillaume La Roche @rocheguime]

@InTheAssembly $MDA !

[Mario Nawfal @MarioNawfal]

The clock is ticking, less than 7 months until the U.S. defense ban on Chinese rare earths takes effect.

@realloys NASDAQ: $ALOY has initiated qualification of defense-grade heavy rare earth materials to meet the DFARS 252.225-7052 deadline of January 1, 2027.

High-purity Dysprosium (Dy) and Terbium (Tb) oxides, along with NdPr, are expected from the Saskatchewan Research Council as early as Q4 2026. These materials will support customer qualification, supply chain validation, and long-term offtake agreements with defense and aerospace primes ahead of the cutoff.

REalloys has secured exclusive rights to up to 80% of the SRC facility’s expanded commercial output and is developing its own heavy rare earth metallization platform in Euclid, Ohio, positioning itself as one of the only large-scale, non-Chinese sources of Dy and Tb metal in North America.

While others scramble, REalloys is executing:
→ Feedstock secured
→ Midstream processing scaling
→ Downstream metallization underway
→ Qualification starting Q4

Positioned to deliver compliant, defense-grade rare earth magnets when the Pentagon needs them most.

“With the DFARS deadline now less than seven months away, we are beginning to qualify North American dysprosium and terbium for permanent magnets,” said CEO Lipi Sternheim.

This is how you build a sovereign supply chain.

Know more: https://t.co/UNEMVC4oBG

Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

[Mario Nawfal @MarioNawfal]

The U.S. defense supply chain has a rare earth gap, and the 2027 deadline to fix it is closing fast.

@realloys NASDAQ: $ALOY just signed a Letter of Intent with Patriot Exploration & Mining, locking in priority access to up to 30% of Patriot's rare earth production.

Patriot's resource base spans over 150 tested sites across the Appalachian Basin from Alabama to Pennsylvania, covering an estimated 2 billion metric tons of above-ground rare earth material.

The feedstock includes the magnet metals that matter most for defense: neodymium, dysprosium, praseodymium, and terbium. All domestic, no adversary exposure at any stage.

Starting January 2027, Chinese-sourced rare earths are banned from the entire U.S. defense supply chain.

Most companies are nowhere near ready. REalloys is.

Know more: https://t.co/TALLqm4RNi

Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

[The Assembly @InTheAssembly]

The US just got its first and only domestic producer of two metals the entire defense industry runs on.

Stock IPO’d at $14 in April and nobody is talking about it.

Here it is:

[Frank Curzio @FrankCurzio]

🚨 BREAKING:

An under-the-radar Canadian medical company just signed a huge new contract.

Last time we saw this at a similar company, stock went up 825%.

Here's the company, and why early investors could have MASSIVE upside:

[Mario Nawfal @MarioNawfal]

The rare earth supply chain is being rebuilt from scratch, and most of the world is just now waking up to why it matters.

Defense systems, AI infrastructure, advanced manufacturing. None of it runs without heavy rare earths.

That's exactly where @realloys NASDAQ: $ALOY is focused.

A fully domestic, China-independent mine-to-magnet operation spanning feedstock, separation, metals, and magnets across North America.

The hardest bottleneck in the industry is heavy rare earth metallization and magnet production. REalloys is solving it, using next-generation processing technologies built to go head-to-head with China.

Learn more on https://t.co/Lj9EXanV9y and tune in to their live show at 1:30 pm EST.

Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

[Gerard Rotonda III, Managing Director LifeMD, @GerardRotonda]

There are moments when a company emerges from becoming something into undeniably being something. DigiPowerX has emerged. I serve as a Director of $DGXX and these are my personal views, not the Company's. Everything here comes from public filings and press releases. This is not investment advice. What follows is my perspective as a Board Member, grounded entirely in publicly disclosed information.

I've been in the rooms. I've sat across from Michel Amar in strategy sessions, attended investor meetings, reviewed the financial models, and watched this executive team: Alec, Jag, Paul, and others, supported by expert legal counsel and senior leaders of the world's largest financial institutions, make decisions under real pressure with real capital on the line. What I'm about to share is my personal view, grounded in publicly disclosed information, because I think the magnitude of what is being built here deserves to be said clearly.

THE FUTURE OF AI IS PHYSICAL
Many talk about AI as if it lives in the cloud. It doesn't. It lives in buildings. Buildings that require hundreds of megawatts of power, purpose-built cooling systems, owned land, Tier III infrastructure, and teams who know how to operate it at scale without blinking.

We are at the beginning of what will be the largest infrastructure buildout in human history. Not the largest tech buildout. The largest infrastructure buildout - period. The demand for AI compute is doubling and doubling again. The models are getting larger. The inference requirements are exploding. OpenAI, Google, Meta, Amazon, and every major enterprise on earth is racing to deploy AI at scale and every single one of them needs power and physical compute infrastructure to do it.

The companies that secured that infrastructure early, before the utilities ran out of capacity, before the land was gone, before the power agreements became impossible to sign - are sitting on assets that cannot be replicated at any price today.

DigiPowerX is one of those companies.

THE PICTURE I'M POSTING
That photo is a Cerebras data center, 10 MW of operational AI compute. Take a look at it. Quiet on the outside. Inside: wafer-scale AI chips, liquid cooling running nonstop, redundant power, and some of the most powerful AI inference hardware ever deployed.

This is what the physical layer of the AI revolution looks like.

DigiPowerX is building four times this, 40 MW. On land we own in Columbiana, Alabama. Powered by a substation we built. Backed by 393 MW of secured power across our portfolio. And anchored by a $1.1 billion, 10-year Master Services Agreement with Cerebras, the company that operates that exact facility in the photo.

Phase 1 - 15 MW - comes online December 15, 2026.
Full 40 MW delivered by Q1 2027.
Substation: complete. Grid interconnection: finalized. All long-lead equipment: secured.

MICHEL AMAR AND WHAT I'VE SEEN FROM THE INSIDE
I've reviewed the financial models. I've been in the investor meetings. I've walked, almost running to keep up, with Michel through back-to-back meetings, building to building across midtown Manhattan. It actually was a very productive and exciting day. I've watched Michel Amar operate, and I want to say publicly what I believe privately: he and Alec saw this coming before many in this space did. We have meetings 24/7, including Saturday's and Sunday's. Many mornings I wake up and there is already a new text or email from Michel on something to be discussed after I grab a large cup of coffee.

They made the call to walk away from Bitcoin mining before it was obvious. They secured the power before it became scarce. We signed Cerebras - one of the most consequential AI compute companies in the world - before breaking ground on the data center. They built NeoCloudz and launched GPU-as-a-Service while the flagship campus was still under construction. And he did all of this with a balance sheet that today carries approximately $150 million in cash and zero long-term debt.

That is not luck. That is vision, executed with discipline.

Cerebras, for context, just completed the largest IPO of 2026 on Nasdaq (CBRS) - opening 68% above offering price, raising $5.55 billion, holding a $20B+ relationship with OpenAI. They looked at every option available to them and chose DigiPowerX to be included. A billion-dollar bet on our team and the assets we've assembled.

I've seen the plan from the inside. What's being communicated publicly reflects exactly what I've seen in execution. There is no gap.

WHERE THIS IS GOING
The AI data center of the future isn't a retrofitted warehouse. It's purpose-built from the ground up - for liquid-cooled, 150kW+ rack density, Tier III uptime, and the kind of power reliability that frontier AI demands. It sits on owned land, connected to grid power that was secured years ago, and operated by people who've never run anything less.

That is exactly what DigiPowerX is building.

And we're not stopping at 40 MW. The pipeline includes a 1.3 GW Letter of Intent in West Virginia - targeted for 2028 through 2030. As AI scales from tens of megawatts to gigawatts, DigiPowerX is already positioned for that next phase.

NeoCloudz, our GPU-as-a-Service platform, is live right now on NVIDIA B200 and B300 bare metal - the fastest, most powerful AI compute available today. First revenues recognized in May 2026. And we've already committed $35 million to NVIDIA's Vera Rubin platform - the successor to Blackwell - for Q1 2027 deployment. We try to be one generation ahead.

Project financing is advancing with one of the world's largest private credit institutions - managing $220B+ in credit assets - structured as non-dilutive 70/30 debt. Firms at this level don't commit to a process without exhaustive underwriting. The fact that this financing is moving forward is itself a validation: of the asset quality, the contracted cash flows, and the professionalism of the DigiPowerX team in every aspect of how this company conducts its business affairs.

THE NUMBERS - PUBLICLY STATED MANAGEMENT TARGETS
2026 → First AI revenues. NeoCloudz live. SubQ AI 24-month bare metal contract (~$19.6M). Revenue engine started.
2027 → ~$300M revenue run rate. Full 40 MW Cerebras campus online. NeoCloudz scaling.
2028 → $450–$500M run rate.
2029 → $800M–$1B run rate.

These are Michel's publicly stated targets. Subject to all the risks in our public filings. But they are grounded in assets that already exist, contracts that are already signed, and a team that is already executing.

I'm proud to serve on this board. I'm proud of Michel Amar, Alec Amar, Paul Ciullo, Jagan Jeyapaul, and every person building this platform. And I'm proud of what this company represents for the future of AI infrastructure in America.

The AI revolution needs a physical layer. DigiPowerX is building it.

That photo shows 10 MW.
- We're delivering 40 MW.
- And we're just getting started.

Full press release (June 3, 2026): https://t.co/toDvZBsnDa

Gerard Rotonda | Director, DigiPowerX Inc.
$DGXX $DGX
#DigiPowerX #AIInfrastructure #DataCenter #GPUaaS #NeoCloudz #NVIDIA #Cerebras #AICompute #FutureOfAI #PowerInfrastructure #NasdaqStocks

[Mario Nawfal @MarioNawfal]

Most of the rare earth sector is rewriting press releases. @realloys NASDAQ: $ALOY is actually executing.

In exactly 7 months, strict U.S. military procurement rules will officially ban Chinese-sourced rare earths from the entire defense supply chain.

REalloys is the only company with a compliant, midstream processing solution in commission and on target to meet that urgent deadline.

While Western competitors are missing at least 3 critical links, ALOY is simultaneously building all 5.

This is a plan for a fully integrated, zero-China, mine-to-magnet engine covering every single step from the ground to U.S. defense systems:

•⁠ ⁠Diversified Feedstock: Sourced from Greenland to Wyoming.
•⁠ ⁠Radioactivity-Licensed Processing: Located in Saskatchewan.
•⁠ ⁠Patented Metallization: Cleaner, safer HF-free process in Euclid, Ohio.
•⁠ ⁠Giga-Scale Innovation: A vision to turn raw materials into finished magnets.
•⁠ ⁠Closed-Loop Recycling: A system that feeds itself with over time with recycled mixed rare earth oxide-capable processing.

Phase 1 targets 525 tonnes of NdPr, 30 tonnes of Dy, and 15 tonnes of Tb from the Saskatchewan Research Council facility.

Commercial production is on track for early 2027, with staged commissioning already underway.

The board of directors signals exactly how critical this project is:

•⁠ ⁠4-Star General, Jack Keane
•⁠ ⁠Former Saskatchewan Premier, Brad Wall
•⁠ ⁠Former U.S. Amb. to Canada, David MacNaughton

With former Chief of Staff to the U.S. Defense Sec., Joe Kasper, leading the REalloys Advisory Board.

The clock is ticking. In 7 months, the military needs a new supply chain. ALOY is already building it.

See how they’re executing: https://t.co/Lj9EXanV9y

Disclaimer: This content was produced in collaboration with the other party and is intended for informational purposes only. It does not constitute financial or investment advice. Always conduct your own research before making any financial decisions.

[Alex @alexdbanks]

🚨 On May 20, VP of Operations at $MDA Sylvain Riendeau showcased their product roadmap, INCLUDING a new/bigger Class M satellite made for use cases like D2D.

Roadmap:
- Class M satellite platform: larger, more powerful, flat satellite that is designed to fit inside a Falcon 9 fairing, built to address D2D.

- Class C update (Aurora V2): next iteration of Aurora, also faster and more powerful. Focused on making it cheaper and harder to compete against globally.

- Next-generation SAR: targeting commercial, civil, and defence demand

- Focus on end to end systems: recognizing the need to be embedded in the full end to end infrastructure of constellations.

- Focus on lunar infrastructure: including robotics, mobility, logistics, and surface systems

We still haven't had a PR on the Class M platform. Wishful thinking but hope it gets PRed with a constellation win - $MDA 🇨🇦🚀

[Alex @alexdbanks]

Here is my pitch to $RKLB $ASTS $PL $RDW $BKSY investors:

We are about to enter the Great Canadian Space Procurement Cycle and you are not long the #1 beneficiary.

$MDA

Today you're paying roughly:

~40x EV/2029 sales for $RKLB

~11x EV/2029 sales for $ASTS

~18x EV/2029 sales for $PL

~6x EV/2029 sales for $BKSY

~5x EV/2029 for $RDW

and ~3.3x EV/2029 for $MDA

Taking the midpoint of those multiples gets you to around $85 or ~90% upside (keep in mind $MDA is the only consistently profitable one).

The crazy part is that these revenues are mainly existing contracts and backlog, while nothing of the real super cycle growth is taken into account. Analysts are projecting ~$1.85 billion of revenue in 2029 for $MDA ($MDA said they are ending 2026 at ~1.3 billion).

None of the estimate stake into account:

- ESCP-P (Polar): Canada’s Arctic SATCOM project. A >$5 billion cad program to be awarded to $MDA and $TSAT over the next few months (confirmed by $TSAT CEO, reiterated by $MDA CEO, and validated by Brigadier General Brendan Cook at Space Canada Horizon on May 20).

- DESSP: Canada’s Defence Enhanced Surveillance from Space project: Another >$5 billion cad program meant to replace/improve RADARSAT. $MDA is Canada’s RADARSAT/SAR heritage prime and RCAF said RADARSAT capacity is not enough for future military needs and need DESSP.

- RADARSAT replenishment/next-gen SAR: Canadian Space Agency said more is coming soon on the RCM replenishment satellite. This is a $1.012 billion cad program over 15 years.

- D2D neutral-networks: $MDA said it is developing a new Class M satellite platform, bigger and more powerful, specifically to address D2D. $MDA CEO mentioned during SATCOM show that MNOs, towercos, governments, etc. approaching $MDA looking for sovereign solutions.

- MSS spectrum access: In December, $MDA already applied for a broad set of Canadian bands, including L-band, S-band/2 GHz, cellular bands, and Ka/Q/V.

- Lunar rover expansion/surface robotics: CSA said Canada is pivoting toward lunar surface mobility and logistics, with potential fleets of Canadian rovers, cargo unloading, infrastructure assembly and surface robotics using Canadaarm. $MDA is currently one of 3 companies contracted by CSA for the Lunar Utility Vehicle concept work. On May 20, CSA mentioned new contract (follow on) awards coming soon.

- Sapphire replacement/space domain awareness: RFI already completed with RFP expected later this year for an optical system to replace Sapphire. $MDA was the previous mission prime here.

- MDA MIDNIGHT: space control defence platform for on orbit inspection, threat detection, satellite refuelling, cooperative capture/release and de-orbiting, etc. They're mainly bodyguard sats that protect high value space assets.

- ESA contract access: Canada committed $528.5 million to ESA programmes. This gives Canadian companies room to bid into high value European space work. CSA even assisting Canadian cos in writing RFPs to help win European awards.

- Product roadmap: At Horizons, $MDA discussed it is developing a bigger, flatter, more powerful satellite for D2D that is designed to fit into Falcon 9 fairing. They also mentioned they are working on V2 of their current Aurora satellites and moving more towards end to end constellation infrastructure.

On top of that, you have the Royal Canadian Air Force confirming Canada has 9 major military space projects representing ~$26 billion of committed government investment over 20 years, and that they have been told to accelerate it and move the majority of that spend "left". 70% of that amount needs to be spent in Canada!

You are looking at tens of billions of potential Canadian space procurement that is not being modelled by analysts.

Management already said the company has a ~$40 billion pipeline, including ~$10 billion of down selected opportunities, on top of its existing ~$3.7 billion backlog. And this excludes any future commercial constellation wins or international M&A which management said they are actively looking at doing in US, Europe, and the UK.

Every Canadian government official, CSA speaker, military commander and industry leader is saying the same thing: Space sovereignty is now a national priority. You have a massive Canada put on arguably the best positioned space co in the industry - $MDA.

🇨🇦🚀

[Geoff Schwartz @geoffschwartz]

Oh grass in Sofi? I’m sure the Rams and Chargers would love that also