Wanlingshi

[Simon Dixon @SimonDixonTwitt]

The financial-industrial complex now has a wonderful financialization tool in $MSTR for manipulating Bitcoin’s short-term price.

To combat that, you need your own long-term strategy.

$MSTR sold 32 BTC at $77,000 & later acquired 1,550 BTC at $65,000 after the correction.

It is what it is.

If you’re focused on the short-term price, you’re playing their game.

If you’re focused on long-term self-custody and accumulation, you’re playing your own.

[The Solari Report | Catherine Austin Fitts @solari_the]

Where are the guardrails in the Clarity Act that prevent centrally automated programmable money to seize, block, freeze, burn or destroy our assets and transactions? There are none. Until there are this Act should fail. If the utility industry has been as irresponsible as the crypto industry, many of our ancestors would have died from electrocution. FIX IT NOW!

[The Solari Report | Catherine Austin Fitts @solari_the]

Pushback of the Week: June 7, 2026: An Artist Says No to the Machine

Solari subscriber Kevin McEvoy is a full-time professional oil painter who trained for several years at an atelier in Florence. He recently reached out to Catherine and Solari to tell us about his marvelous painting, John Henry and the Machine, as well as other encounters that have informed his thinking about AI and “the Machine.” He has given us permission to share his comments.

Full Report: https://t.co/7DM2GfenaX

Subscribe to https://t.co/V2yzRAWg0x

[The Solari Report | Catherine Austin Fitts @solari_the]

Hero of the Week: June 8, 2026: Elze van Hamelen

With her prodigious intellect and research talent, Dutch consultant and reporter Elze van Hamelen has made many valuable contributions at Solari in the form of interviews (both as interviewer and interviewee), must-read reports (Dutch Farmers and Fishermen and Pharma Food), and book reviews. Though the themes she covers—including food, farming, land grabs, international treaties, energy, and neurowarfare, to name only a handful—might at first glance seem unrelated, Elze’s uncanny ability to see the big picture and then decipher it for the rest of us has shown that we silo these topics at our peril.

And now Elze has done it again. With data centers, surveillance cameras, and other invasive instruments of the “Omniwar” insinuating themselves into every last local nook and cranny—galvanizing a growing number of local residents into action—Elze’s new knockout report, Mr. Global in Your Street: Local Politics and Money Are the Last Line of Defense, could not be more timely, offering compelling reasons—and a practical handbook and roadmap—for “getting off the couch” and taking action.

Full Report: https://t.co/RsN2PhA3hx

Subscribe to https://t.co/V2yzRAVIaZ

[Sense Receptor @SenseReceptor]

Former Assistant Secretary of HUD Catherine Austin Fitts:

"Section 224 [of the NDAA] essentially turns over massive powers within the military to the Israeli military"

"if you want the people who have done Gaza doing the same thing in this country with robots and drones and surveillance systems, let that go through"

"I think Americans should run the American military and not foreign nationals"

"We literally had Rumsfeld complain, according to Larry Wilkerson, who was working for the Joint Chiefs of Staff, that he didn't run the Pentagon... the Israelis who were running around the building were running it"

"So this is a faction that needs to get put in its proper place in the governance system"

This clip of Fitts, an investment banker, former Assistant Secretary of HUD, and founder of the Solari Report (@solari_the), is taken from an interview with Greg Hunter (@USAWatchdog) posted to Rumble on June 6, 2026.

[Our Country Our Choice @OCOCReport]

SECTION 224 OF THE NDAA SHOULD BE STOPPED UNTIL THE AMERICAN PEOPLE FULLY UNDERSTAND THE RISKS

Section 224 could dramatically expand the integration of U.S. and Israeli military technology, procurement, AI systems, cyber capabilities, and defense-industrial operations.

Before Congress moves forward, Americans deserve a serious debate.

Potential nightmare scenarios include:

⚠️ Increased dependence on foreign-developed military technology.

⚠️ U.S. defense priorities becoming influenced by the strategic interests of another nation.

⚠️ Greater sharing of sensitive military data, AI systems, and cyber infrastructure.

⚠️ Reduced transparency and congressional oversight as cooperation becomes embedded within Pentagon programs.

⚠️ Increased risk of the United States being drawn into future regional conflicts through deeper military and technological entanglements.

⚠️ American taxpayers funding programs whose long-term costs and obligations remain unclear.

No matter where you stand on Israel, Ukraine, Taiwan, or any other foreign policy issue, one principle should unite all Americans:

The U.S. military must remain fully accountable to the American people and focused on defending the United States.

Congress should slow down, hold public hearings, and let Americans decide whether this level of military integration is truly in our national interest.

#AmericaFirst #NDAA #NationalSecurity #Congress

[Catherine Austin Fitts @austin_fit76995]

The oil spike isn’t the cause. It’s the cover story.

They’ll use “oil crisis” to blame the crash in AI valuations, private credit, consumer debt, student loans, Japan’s carry trade… all of it. But the real crisis is in the money system itself: too much debt, too many promises, not enough real production.

Watch what happens next: First, Kevin Warsh and the Fed hold rates to look “tough on inflation.” Then, as the debt can’t roll over, they cut rates and fire up QE again. Not to save you. To save the government debt market and the banks holding it.

That’s the pattern. Every crisis = more money printing, more centralization, more control over your cash and assets.

So don’t just watch oil prices. Watch who gets bailed out and who gets regulations. Watch which assets get re-priced and who legally owns them when the rules change. If your wealth is trapped in “paper” inside a system you don’t control, an oil spike becomes the excuse to move the goalposts again.

The fix isn’t guessing Fed moves. The fix is moving what you can back to real assets, local networks, and systems you can touch and audit. Because when they print, they don’t just devalue dollars. They devalue your independence.

[Catherine Austin Fitts @austin_fit76995]

You should check this out.

[AJ Jaff @aj_geo_analysis]

𝗣𝗮𝘆-𝘁𝗼-𝗽𝗹𝗮𝘆. 𝗦𝗮𝗻𝗰𝘁𝗶𝗼𝗻𝘀-𝗴𝗼-𝗮𝘄𝗮𝘆. 𝗧𝗵𝗿𝗲𝗲 𝗯𝗿𝗼𝘁𝗵𝗲𝗿𝘀 𝗽𝗮𝗶𝗱. 𝗧𝗿𝘂𝗺𝗽'𝘀 𝗳𝗮𝗺𝗶𝗹𝘆 𝘀𝘁𝗮𝘆𝗲𝗱.

For the past several weeks I tracked one chain of dealings, from a 2021 yacht introduction in the Adriatic to a US sanctions repeal signed into law in December 2025 to a $4 billion resort that broke ground six months later on a former Soviet military island. EVERY fact is on the public record. Every actor is named. The dates line up in ways that are difficult to call coincidence and expensive to defend. Bookmark this as this could collapse governments...

𝗧𝗵𝗲 𝘀𝘁𝗼𝗿𝘆 𝗶𝗻 𝗼𝗻𝗲 𝗽𝗮𝗿𝗮𝗴𝗿𝗮𝗽𝗵

Three Syrian-born Qatari billionaires with a $12 billion Syrian reconstruction portfolio sat behind a US sanctions wall called the Caesar Act for six years waiting patiently for the right moment. This Act served as a wall that blocked access to their financing and sanctioned nearly ALL their wealth. They lobbied and partnered with president Trump's son-in-law (Jared Kushner) on a $4 billion Albanian resort. Kushner through convinced his father-in-law POTUS Donald Trump to sign the law that brought the wall down by removing all the sanctions on Syria. Six months later, the resort broke ground. The brothers' Syrian reconstruction portfolio became financeable. The Trump family took a position. The Albanian government rolled out the carpet. No registered lobbyist appears in any filing. Read that again. This could collapse governments...

𝗧𝗵𝗲 𝗳𝗶𝘃𝗲 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹𝘀

Jared Kushner. Sole owner of Affinity Partners per SEC filing. Son-in-law of the sitting US president, Donald Trump.

Ivanka Trump. Public-facing partner on the Albanian project. Daughter of the sitting US president.

The Khayyat brothers. Moutaz, Ramez, and Mohamad al-Khayyat. Doha-based but Syrian-born nationals, Qatari-naturalised billionaires. Their conglomerate Power International Holding holds a reported $12 billion in Syrian reconstruction contracts that were unbankable under the Caesar Act.

Edi Rama. Prime Minister of Albania. Personally chaired the committee that granted strategic investor status for their island project.

Nathaniel Rothschild. British financier. Introduced Kushner to Rama on his yacht in the summer of 2021. Kushner has stated this on the public record.

𝗧𝗵𝗲 𝘁𝗶𝗺𝗲𝗹𝗶𝗻𝗲

𝗦𝘂𝗺𝗺𝗲𝗿 𝟮𝟬𝟮𝟭. Kushner, three months out of the White House, vacations in the Adriatic on Nat Rothschild's yacht. Rothschild introduces him to PM Rama. Rama is called aboard the boat. The Albanian project begins as a private conversation between private individuals with ties to the president of the USA.

𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟭. Saudi Arabia's Public Investment Fund commits $2 billion to seed Affinity Partners. The PIF's own screening committee had recommended REJECTING the proposal over Kushner's inexperience and excessive fees. MBS, who chairs the board, overruled them and sent the money.

𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰. Qatar Investment Authority and Abu Dhabi-based Lunate inject an additional $1.5 billion into Affinity. Total assets under management reach $4.8 billion. Kushner publicly states the round closed BEFORE the election so he would not have to raise capital during a second Trump term.

𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟴, 𝟮𝟬𝟮𝟰. Bashar al-Assad's regime falls. Ahmed al-Sharaa's (Ex-Al Qaeda and ISIS leader in Syria is magically rebranded as a changed man) transitional government takes power. The Caesar Act, which existed to punish Assad, becomes a wall blocking "reconstruction" money and investment in Ivanka Trumps favourite Island. The Khayyats sit directly behind that wall with their money sanctioned.

𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟬, 𝟮𝟬𝟮𝟰. Albania grants strategic investor status to Atlantic Incubation Partners LLC, a Kushner-linked Delaware entity. Three weeks BEFORE Trump's second inauguration.

𝗠𝗮𝘆 𝟭𝟯-𝟭𝟰, 𝟮𝟬𝟮𝟱. Trump announces from Riyadh that he WILL lift US sanctions on Syria as a complete surprise to the entire world only months after Syrian regime falls and while the world is still trying to understand how an ISIS leader "got his legitimacy" so quickly from the USA government. The very next day he meets Syrian interim president al-Sharaa alongside MBS. First US-Syria leader meeting in 25 years.

𝗦𝘂𝗺𝗺𝗲𝗿 𝟮𝟬𝟮𝟱. Mohamad Al-Khayyat meets Republican Congressman Joe Wilson. Pitches a Syrian coastal megaproject. Wilson likes the idea but suggests re-branding the golf course as "Trump" to attract Trump's attention in the White House. Khayyat replies a Trump-branded resort is already planned. Weeks later Khayyat returns to Washington with a "foundation stone" engraved with the Trump family crest reading "Trump International Golf Club, Syria." He presents it to Wilson for delivery to the White House which is eventually delivered to Donald Trump in the White House.

𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟱, 𝟮𝟬𝟮𝟱. Senator Jeanne Shaheen and Congressman Joe Wilson travel to Syria and meet the new President of Syria who by now has a new suit, trimmed beard and is now called al-Sharaa (from his previous named which was Golani) in Damascus, accompanied by US Special Envoy for Syria Tom Barrack. Same day, OFAC removes the Syria sanctions regulations from the federal code taking Syria on the road to recovery post-sanctions.

𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱. UCC Holding (Khayyat-controlled company) signs a $4 billion concession to redevelop Damascus International Airport. The first major reconstruction deal financeable in the new environment.

𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟴, 𝟮𝟬𝟮𝟱. Trump signs the FY2026 NDAA into law and interestingly, section 8369 repeals the Caesar Syria Civilian Protection Act of 2019. The Senate vote was 77-20. Most interestingly and unlike Trump, he signs this law away from media attention with no ceremony, and just like that, the wall is gone.

𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟭-𝟮𝟮, 𝟮𝟬𝟮𝟲. Ivanka and Kushner tour Albania. Ivanka dines with Rama in Vlora. Approximately 60 architects and businesspeople attend the working dinner. Ivanka meets Rama in both Tirana and Vlora.

𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟮𝟮, 𝟮𝟬𝟮𝟲. Trump hosts the Board of Peace charter signing at Davos. Kushner presents a Gaza Timeline on stage. Albania is among the founding signatories and Rama is also in attendance and this is excellent brand building for Rama in Albania.

𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟵, 𝟮𝟬𝟮𝟲. Rama attends the inaugural Board of Peace meeting at the renamed Donald J. Trump Institute of Peace in Washington. Photographed presenting funding documents beside Trump, Vance, Azerbaijan's Aliyev, and Saudi and Jordanian officials. Trump pledges a $10 billion US contribution. Kushner speaks.

𝗔𝗽𝗿𝗶𝗹 𝟭, 𝟮𝟬𝟮𝟲. The implementing company Sazan Operations is registered in Albania, controlled through six foreign companies ultimately linked to the Khayyat brothers per filings reviewed numerous sources.

𝗔𝗽𝗿𝗶𝗹 𝟭𝟵, 𝟮𝟬𝟮𝟲. Eric Lipton's @nytimes investigation publishes. Ramez Al-Khayyat confirms the partnership on the record: "We are investing in the holding company to make sure it has sufficient capital. So it is a joint venture between the two companies, and we are actually managing it together." Meaning the sanctions were removed by Trump, at the request of Kushner, whose wife, Ivanka wanted to buy an island in Albania so that it can be developed. The Khayyats, promised to invest at least $4 billion of their $12 billion that was seized and that was now freed by Trump.

𝗟𝗮𝘁𝗲 𝗔𝗽𝗿𝗶𝗹 𝟮𝟬𝟮𝟲. Heavy machinery clears the protected coastline. BirdLife International and EuroNatur report no permits, no environmental assessment, no public consultation. Barbed-wire fencing seals off beaches families have used for generations.

𝗠𝗮𝘆 𝟯𝟬, 𝟮𝟬𝟮𝟲. Video shows private security guards beating protesters. Local police chief is dismissed. Two private security companies have licences revoked.

𝗝𝘂𝗻𝗲 𝟮, 𝟮𝟬𝟮𝟲. Thousands protest in Tirana. Albania's Special Prosecution Against Corruption (SPAK) freezes the bank accounts of Albania Land Development, the Khayyat-owned landholding company. Approximately €200 million frozen pending fraud investigation.

𝗧𝗵𝗲 𝗺𝗲𝗰𝗵𝗮𝗻𝗶𝘀𝗺

Four moving parts ran in parallel inside a single 18-month window.

1. A Trump family business venture (Affinity Partners, Atlantic Incubation Partners, Sazan Operations).

2. Foreign sovereign capital from Saudi PIF, Qatar QIA, Abu Dhabi Lunate and Al Khayyat brothers.

3. A US sanctions policy change (Caesar Act repeal December 2025) that directly benefitted the foreign capital partners' $12 billion Syrian reconstruction portfolio and who ultimately agree to directly enabled Jared Kushner and Ivanka Trumps dream island project.

4. A soft-power vehicle (Trump's Board of Peace) providing diplomatic cover and bringing the Albanian PM to Washington at the exact window of the deals.

Each part is legally distinct. Each is documented openly. I've just connected the dots, and the only question is whether they were INTENDED to operate as a single integrated mechanism, or whether they happened to align in the same window by coincidence.

𝗧𝗵𝗲 𝗺𝗼𝗻𝗲𝘆

The exact equity split has NOT been disclosed publicly. Industry standard for development partnerships of this size and structure is 50-50 or 60-40 between the lead developer (Affinity) and the local capital partner (Khayyat entities). Applied to a $4 billion project at conventional luxury resort developer margins of 15 to 25 percent, the developer profit pool is $600 million to $1 billion. Kushner family share at a 50 percent position would be $300 million to $500 million over the development cycle.

That is the direct number. The indirect numbers are larger and harder to estimate publicly. However, based on the comments made by the Khayyat brothers, it is likely that the brothers may have put up either the entire money or a significant share themselves as a thank you for Trump releasing the sanctioned assets.

Affinity AUM revaluation. Performance fees. Follow-on Balkan deals. Syrian reconstruction contract flows that may run back through the joint venture structure. The Khayyat family's $12 billion Syrian portfolio is the silent multiplier sitting on top or perhaps beneath the Albanian deal.

𝗧𝗵𝗲 𝗽𝗮𝗿𝘁 𝘄𝗼𝗿𝘁𝗵 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱𝗶𝗻𝗴

The Khayyat brothers were NEVER personally on a sanctions list. They are Syrian-Qatari nationals, free to enter the United States on Qatari passports. What the Caesar Act blocked was the FINANCING of their Syrian reconstruction work, not the brothers themselves. International lenders would not touch deals that could trigger US secondary sanctions. So the $12 billion portfolio was stranded NOT because the brothers were designated, but because the financing environment around post-Assad Syria was radioactive.

The repeal cleared the radiation. The portfolio became viable. The brothers were already partners with the Trump family on a $4 billion resort on the day the radiation cleared. You could say they paid $4 billion dollars to free $12 billion or 33% pay to play fee.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝗮 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲

The Iran-Israel war is generating identical structural conditions across multiple countries simultaneously. Sanctions regimes that can be lifted. Reconstruction zones that need capital. Gulf sovereign wealth funds with policy-sensitive interests. Allied governments willing to fast-track approvals.

Watch which Iranian assets are unfrozen in any settlement. Watch the Gaza reconstruction tenders. Watch the Lebanon post-war allocations. Watch which Iraqi infrastructure projects suddenly attract US-aligned private equity. The Sazan Circuit is the template. The applications are multiplying.

𝗧𝗵𝗲 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 𝗮𝘀𝗸

Three questions deserve formal answers under oath.

1. What is the exact equity structure of the Affinity-Khayyat joint venture, and what percentage of returns flow to entities controlled by Trump family members?

2. What was the timeline of communications between the Khayyat brothers, members of Congress, the White House, and the Trump family regarding the Caesar Act repeal between summer 2025 and December 2025?

3. What additional reconstruction projects in Syria, Iran, Israel, Lebanon, Iraq, and Gulf states are currently being negotiated by Affinity Partners or entities directly affiliated with the Trump family, and what US policy decisions are pending that would materially affect the financial returns of those projects?

4. These are NOT speculative questions. They are the standard transparency questions that would be asked of any other administration whose family was running an active private equity firm taking foreign sovereign capital while making policy decisions that affected the value of that capital.

Without answers, the precedent stands. Foreign sovereign money flows into Trump family businesses. Trump family businesses partner with foreign actors whose financial interests depend on US policy. US policy moves to benefit those actors. The Trump family takes a share of the upside. Repeat for the next war, the next reconstruction zone, the next sanctions regime.

A 540-hectare former Soviet military island designed to shelter 3,000 troops in a nuclear war is the latest asset in the chain. There will be more. The clock is running.

I look beyond the headlines and make sense of the nuances. If this gave you signal worth keeping, like and consider following 🙏🙏

𝗦𝗜𝗚𝗡𝗔𝗟, 𝗡𝗢𝗧 𝗡𝗢𝗜𝗦𝗘!!

#Albania #USA

[The Solari Report | Catherine Austin Fitts @solari_the]

Will be interesting to see what comes out on this one. I heard someone last night say the Trump family net worth is up $6 billion since the Jan 20, 2025. Will impeachment hearings after the election document what has actually happened?

[SONS OF LIBERTY -MAGA MOVEMENT !!! @eagameover]

GOD BLESS YOU SIR 🫵🏻🫡
My respect 96 years .
🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸
AMERICAN MADE .

The GOAT !!

Clint Eastwood Said Something About Getting Old That Stopped Me Cold.
Aging is not gentle.
You are still here. Still present. Still watching the world move. But the body that carried you through everything - the wars, the work, the wildness of youth - begins to ask for more than you can give it. Joints that never complained now speak up in the morning. Eyes that once took in everything now flinch at the light. Breathing, which never required a single thought, starts needing little pauses.
But none of that is the hardest part.
The hardest part is the quiet.
At a certain age, you reach for the phone and remember there is no one left to call.
The people who knew you when you were young - who remembered the same summers, the same streets, the same faces
- are gone. One by one, then all at once, until the memories you carry have no one left to share them with.
So you tell the stories anyway.
To whoever will listen. With a little more color than perhaps the truth deserves. With a touch of pride you've earned and a grief you don't always name. You know the person across from you wasn't there. You know they can't quite feel it the way you do.
But you tell them. Because the telling is the holding on.
Those stories are not just memories. They are the proof that a life was lived. That people were loved. That things mattered.
And if no one asks for them - you offer them anyway, quietly, like setting something down on a table and hoping someone picks it up.
Old age is not simply what happens to a face or a body.
It is memory looking for a place to rest.
And what an older person needs - more than advice, more than solutions, more than someone telling them how to feel - is simply someone willing to sit down, be still, and listen.
Not to fix anything.
Just to be there.
That is the whole gift. And it costs nothing.
~Wild Whispers .

[The Assembly @InTheAssembly]

2498HK 速腾聚创（Robosense Technology）。

中国自动驾驶 AI 激光雷达和感知软件的国产龙头。

固态激光雷达自研技术。大规模量产能力。深度绑定中国主流电动车厂商。

没有实时 3D 数据，自动驾驶根本无法运行。

[The Assembly @InTheAssembly]

0600HK 爱芯元智（Axera Semiconductor）。

为汽车和工业领域提供视觉感知和端侧计算的边缘 AI 推理 SoC。

自研 Neutron NPU。低功耗。深度嵌入智能汽车和边缘生态。

2026 年初上市。至今股价横盘。

[The Assembly @InTheAssembly]

2533HK 黑芝麻智能（Black Sesame International）。

为自动驾驶、ADAS 和座舱域控制器打造的 AI SoC。

小米投资。TOPS 效率领先。作为外国芯片的安全替代，多家 OEM 拿下订单。

中国智能汽车 AI 算力的卡脖子环节。

[InvestmentGuru @InvestmentGuru_]

5 Energy Stocks Worth Watching Right Now

$HYLN
Module just got named the 2026 Most Valuable Product by Consulting-Specifying Engineer , beating out established power generation manufacturers. Then the U.S. Navy and DARPA selected KARNO for sea trials on the USX-1 Defiant unmanned vessel . Q1 revenue came in at $2.83M vs. $1.15M expected — a 146% beat . Defense + AI data center power demand = a thesis forming fast. Stock is up 243% YTD . Early days, but the catalysts are real.

$TE
one of the most interesting domestic solar plays. Record Q1 2026 net income of $3.9M and $9.1M Adjusted EBITDA . The 2.1 GW G2_Austin fab is on schedule for initial cell production in Q4 2026 . Just acquired Kore Power to pitch solar + storage as a one-stop solution for hyperscalers . Leopold Aschenbrenner’s fund initiated a 10M share stake in Q1 2026 . Smart money is paying attention.

$ASTI
The speculative moonshot of the group. Ultrathin, flexible CIGS solar built specifically for space. Their PV blankets were integrated into NOVI’s Pathfinder spacecraft flying on a SpaceX Falcon 9, and they’re developing distributed power receiving modules for space-based energy beaming in partnership with NASA Marshall and Glenn . Tiny market cap, high risk — but the space power thesis is getting real.

$QS
QuantumScape is the long game. Solid-state lithium-metal batteries are the holy grail for EVs and beyond. Q1 2026 loss of $0.16/share beat the $0.18 expected and improved from $0.21 a year ago  — the losses are narrowing. Balance sheet remains strong at ~$904M in cash with minimal debt . A new strategic advisor from Lockheed Martin signals QS is pushing beyond autos into defense and AI-adjacent markets . Pre-revenue, high burn — but well-funded and building.

$FLNC
Fluence Energy is the most commercially mature name on this list. A new partnership with Siemens and NVIDIA for AI data centers, a $5.6B order backlog, and full-year revenue guidance of $3.2B–$3.6B . Q2 revenue came in at $465M and missed expectations, sending shares down ~10%  — but the backlog tells a different story. Barclays reaffirmed a Buy with a $28 price target after the NVIDIA/Siemens AI architecture announcement . This pullback could be the entry.

Five different risk profiles. One common thread: the energy infrastructure buildout is accelerating across defense, space, EVs, and AI — and these names are each playing it from a different angle.

Not financial advice.

[Sense Receptor @SenseReceptor]

Catherine Austin Fitts on how psychopaths are able to run the world

"people who have no empathy are really good at... organizing for self-benefit"

"[So] you have... 3 to 5% sort of psychopath[s] [at the top], [and then] 20 to 25% who are making a lot of money helping them"

"then you have the other 60 to 70% [of the population] who can't fathom what's going on. And what the others are doing, what the smaller groups are doing, drives them crazy. And they become neurotic"

This clip of Catherine Austin Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (@solari_the), is taken from a discussion with Alix Mayer (@alixm) posted to YouTube on June 3, 2026.

----------------Partial transcription of clip---------------

"There's a wonderful book called Political Ponerology. Have you ever read it? Okay, so, the, the description of the book is as follows. It was a psychologist who had been a young man during Hitler in Poland. And after the war then Stalin came in and he was at university and he and a group of colleagues decided, you know, because they'd been so traumatized by all this tyranny, they said, we're going to study the intersection of psychopathy with politics.

"And that's ponerology, the study of psychopathy mixed— And here's what they— And they wrote the book, he said, three times, tried to get it out from behind the Iron Curtain and then, failed, had to destroy it. And then when he finally got out after '89, he wrote it from memory.

"And here's what it said. And what he said was that most people are born with empathy and they can't fathom not only that other people don't have empathy, but that the people who have no empathy are really good at getting together and organizing for self-benefit.

"So the people with no empathy are much more effective at conspiracies than the people with empathy. Okay?

"So anyway, what he said was about 20 to 25% of the population who are competent at running things are willing to work for the people who don't have empathy as long as they get paid well.

"And if you look at the history of America, the way we've gotten here is a lot of people got paid a lot of money, whether with their stocks and bonds or whether their job helping the people who have no empathy do all the evil doing.

"I mean, you know that because if you look at what's going on in medicine, you can see it clearly.

"So what happens is you have the 3 to 5% sort of psychopathic, then you have the 20 to 25% who are making a lot of money helping them. And then you have the other 60 to 70% who can't fathom what's going on. And what the others are doing, what the smaller groups are doing drives them crazy. And they become neurotic.

"They become neurotic about the food, they become neurotic about the healthcare, they become neurotic about programmable money. And until they finally come to understand, you're dealing with psychopathic and you're dealing with people who will help the psychopaths for money.

"And what he said was once people could fathom what was going on, suddenly they started being effective."

[Simon Dixon @SimonDixonTwitt]

In this short clip, I explain why I believe full reserve banking challenges the traditional financial system. Watch full interview here https://t.co/HbeUih6paK

[Rosanna Prestia, MBA @RosannaInvests]

☀️ Summer 2026. While everyone's at the beach, the AI buildout doesn't take a vacation.

21 asymmetric names sitting on the chokepoints of the entire AI + defense + space buildout. Mapped by the bottleneck they solve, not the sector they sit in.

🧠 COMPUTE
$IREN - AI data centers with the power, land, and contracts. Already monetizing.
$NBIS - neocloud scaling at 684% rev growth, $NVDA -backed.
$CIFR - bitcoin miner turned AI data center; $11.4B contracted.

🚀 SPACE
$ASTS - direct-to-cell from orbit. No towers, no dead zones.
$RKLB - the only real launch challenger to SpaceX.
$PL - daily satellite imagery of Earth; MDA, NRO, Navy contracts.

💡 PHOTONICS & OPTICAL
$AAOI - US-made datacenter optics, first 800G volume shipped, $1.1B guide.
$CRDO - the connectivity that keeps GPU clusters from choking.
$SIVEF - InP lasers that move data inside the cluster. Early, real tech.

🛡️ DEFENSE & AUTONOMY
$ONDS - drone autonomy with real Army contracts, backlog exploding.
$KRKNF - subsea robotics. The Anduril of the ocean floor.
$MRLN - autonomous flight OS, newly public, Roth $25 PT.

🤖 ROBOTICS & EDGE AI
$OUST - lidar. Every autonomous machine needs eyes.
$AMBA - edge AI vision chips; inference moving onto the device.
$OSS - rugged AI compute for the edge: drones, vehicles, defense.

⚡ POWER & ENERGY
$TE - US solar + battery supply chain. Strong Q1, contested name.
$EOSE - grid-scale zinc storage; domestic, non-lithium.
$DGXX - power infrastructure for data centers, +341% YoY.

⛏️ CRITICAL MINERALS & ISOTOPES
$MP - rare earths. The Western magnet cycle is early innings.
$USAR - mine-to-magnet supply chain; US NdFeB plant now live.
$ASPI - Si-28 isotope enrichment for next-gen semis.

Every name sits where the buildout physically can't route around it.

Sunscreen optional. Conviction isn't. ☀️

Which chokepoint is everyone sleeping on? 👇

[Daniel Mayakovski @DaniMayakovski]

Así es la esclavitud en las minas en el este del Congo, de donde sale más del 70% del cobalto del mundo, miles de esclavos diariamente extraen el mineral por apenas 2$ al dia para llenar los bolsillos a las multinacionales capitalistas.

El capitalismo que no te enseñan, así es como se sostiene el nivel de vida y de consumo en Occidente, en estas minas al menos hay 40.000 niños esclavizados que pican piedra para que Apple saque 4 modelos de Iphone cada año.

[Simon Dixon @SimonDixonTwitt]

The Great Capital Rotation: AI, Bitcoin & The Financial Industrial Compl... https://t.co/lVbaO38Yid