This was our most successful Open House ever. 🇺🇸
To everyone who spent the week in the room with us: thank you. The energy, the questions, the trades we called live together, all of it. You made this one special.
Today is the final day.
And we're not letting you leave empty-handed. To celebrate the 4th, we're taking 35% off your first month of Pro.
Same room. Same desk. Same alerts, live streams, and analyst coverage you've had all week. Just keep it.
35% off your first month!
👉https://t.co/Q3UrN1jQyk
$SPX $SPY $TSLA $SPCX $AMZN $MU $AMD $HOOD $PLTR $NVDA
We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5.
We'll begin restoring access tomorrow, and will share an update soon.
We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.
Huntress appears to have an insider problem. According to one of its ex-employees, an insider passed communications from US law enforcement to a threat actor called "Devman."
The ex-employee, a former security analyst, says he resigned over it. He claims that with an IPO on the horizon, Huntress prioritized keeping the incident away from the press rather than disclosing it. He also says the threat actor has been targeting him and his family, and that the company's legal director tried to silence him with legal threats.
He says he will publish his supporting evidence over the next two weeks, including FBI communications, more than four hours of recorded calls, and internal escalations raised weeks before the insider was caught.
‼️🚨 BREAKING: NSA and Cyber Command chief, Gen. Joshua Rudd, said Mythos "broke into almost all of our classified systems, not in weeks, but in hours."
A week after Washington forced Anthropic to disable its most powerful models, the likely reason is sharpening. According to reports Senator Mark Warner told a hearing that the NSA and Cyber Command chief said the firm's Mythos model penetrated almost all of the agency's classified systems within hours during authorized testing.
That demonstration sits behind the June 12 Commerce Department directive, which barred every foreign national, including Anthropic's own non-citizen employees, from using Fable 5 and Mythos 5, leading the company to pull both for all customers. It is the first time the US has export-controlled an AI model itself rather than the chips behind it.
Anthropic disputes the rationale, calling the cited trigger a narrow jailbreak that other models like GPT-5.5 also exhibit and the recall an overreaction.
‼️🚨 BREAKING: 320,000 Fortinet firewall devices have been targeted in a campaign that has been dubbed 'FortiBleed'. Attackers were able to confirm 75,000 working credentials against the admin and SSL VPN interfaces.
The victims include really big names like Samsung, Oracle, Spotify, Sony, and more.
The data was first surfaced by researcher Volodymyr "Bob" Diachenko and analyzed by Hudson Rock and SOCRadar. The operation runs as a self-feeding loop. Attackers scan the internet for exposed Fortinet devices, then test each one against a curated list of passwords leaked from earlier Fortinet breaches and infostealer logs. Every successful login gets recorded into a verified database. They then turn each compromised box into a listening post, sniffing the traffic passing through the firewall to harvest fresh credentials, which go straight back into the scanner.
The scale is large. The group ran an estimated 1.16 billion credential attempts against more than 320,000 FortiGate targets, plus 2.1 billion brute-force tries against 160,000 MSSQL servers. In the deeper intrusions they intercept SSL VPN authentication hashes, crack them on a dedicated 45-GPU cluster, and move into internal Active Directory.
Diachenko confirmed full network compromises in Japan, Taiwan, Vietnam, Iraq, and Turkey, including a Turkish NATO defense contractor that had classified defense documents stolen.
If you run Fortinet, act now: rotate every VPN and admin credential, enforce MFA on all external gateways, restrict management access to approved sources, segment internal networks, and audit gateway logs for unusual logins. Hudson Rock has a free domain lookup at https://t.co/KLv2YiMtpm.
Data surfaced via the Hunt Intelligence, Inc. feed.
TWI Morning Report ☕
SPX Gameplan
📈 7565 → 7580, 7600 🛡️ 7525 - 7565 📉 7525 → 7505
The Roadmap: Chop
Positioning: Light landscape, 7550 pivot. Holding above 7550 favors continuation to the PDH. If the pivot fails we can fade towards 7525.
Focus
$SPCX 214/208 pivots
Strong gap up on day 3 of the ipo following a nice continuation trade yesterday. Options become available today. Two setups to watch.
Long: premarket high break and hold targeting 220-230. Or intraday setups later.
Short: (1) a break under 207 and hold or retest and fail (2) a strong trap of premarket high + entry under 207
$MU opening drive
Memory remains strong and leading. New all time highs on the gap with trending pm structure. RVOL is diminishing so you want to see this pick up near the open otherwise size down. RSI is reset nicely with the structure. We can see memory run into fomc.
Watchlist
$SPX 7620C above 7580
$MRVL above 303-305 or 313
$AMD above 546
$QCOM investor day (above 232) $INTC above 133
$ARM above 420
$MU above 1115 or 1130 $SNDK above 2120 $PLTR above 135
$HOOD above 100 > 103
$AAOI 200, 210
$ALAB above 400
$PANW above 285
$SMTC above 178
$DELL above 415
Elon Musk is not stealing from you.
Gavin Newsom is stealing from you.
Karen Bass is stealing from you.
Tim Walz is stealing from you.
Elizabeth Warren is stealing from you.
AOC is stealing from you.
Becoming wealthy does not make you evil.
The people who take from you, promising to fix problems and then enriching themselves while trying to get you to hate those they're taking the money from... are evil.