RMFB

[InvestmentGuru @InvestmentGuru_]

$INBS : The FDA Pathway Gets Closer

Intelligent Bio Solutions continues to advance its FDA 510(k) submission process for its Intelligent Fingerprinting Drug Screening System.

The latest milestone: an Interference Study designed to prove the system can maintain accuracy and specificity even in real-world conditions where common substances may impact testing.

Why this matters:
• Regulatory validation is a critical step toward U.S. market entry
• Data from the study will support the FDA submission package
• Successful clearance could significantly expand the company’s addressable market

The technology is moving from innovation toward commercialization.

Still an early-stage biotech/med-tech story, but the upcoming FDA milestone is the key catalyst to watch.

$INBS
Paid partnership @TheTitanMedia

Not financial advice.

Disclaimer: https://t.co/zZ4gRC1ut7

[Blockchain Daily News @blckchaindaily]

🚨 SEC CHAIR ATKINS SAYS US MUST LEAD IN AI, CRYPTO AND FINANCIAL INNOVATION BY ADVANCING THE CLARITY ACT

[PiQ @PiQMarkets]

Trump wants to auto-enroll 70 million children in Trump Accounts, says architect

The co-creator of Trump Accounts, Brad Gerstner, stated that President Donald Trump aims to automatically open investment accounts for up to 70 million American children under 18. The initiative, which includes a $1,000 initial deposit from the U.S. Treasury for eligible newborns, is currently opt-in. https://t.co/44DsAjOd8A

[toni @tonitrades_]

@RihardJarc Every hyperscaler claiming 'defense layer' + all CEOs suddenly aligned on the same message = industry coordination, not coincidence.

They're not shielding enterprises from AI providers, they're shielding their own cloud revenue.

[Vulcan Stock Research @VulcanMK5]

Five AI-exposed names sitting on net cash

Net debt to EBITDA below zero means cash exceeds total debt on the balance sheet
$VICR negative 2.82 💰
$CRDO negative 2.24
$LSCC negative 1.75
$SNDK negative 0.66
$NBIS negative 0.62

In a real cost-of-capital environment, cash on the balance sheet earns a return and funds the next move.

All five are compounding revenue while sitting on net cash. Which balance sheet do you want most?

[@stewdomer @stewdomer]

$CAT + $ROK

[Hunter Allen @HunterAllen4]

@Mapago9 Maybe $NVTS $AMPG $HYLN

[Elon Musk @elonmusk]

As usual, legacy media is misrepresenting the situation.

I just asked Tesla & SpaceX to try out Grok 4.5 to see if it solves their task, not use it no matter what!

They should continue to use other AI models if those models outperform Grok.

[TopSecretStocks 🤫 @topsecretstocks]

🚨 SEALSQ $LAES and Quobly have signed a $5 million commercial agreement to integrate SEALSQ’s post-quantum security technologies into Quobly’s silicon-based quantum computing platforms.👇

Key Details:

> Date: July 10, 2026
> Context: This agreement advances a strategic collaboration announced in November 2025 and follows SEALSQ’s investment in Quobly. It coincides with Quobly’s recent €115 million Series A financing (June 2026) to accelerate industrialization of its silicon spin qubit technology.

Quobly will incorporate SEALSQ’s quantum-resistant solutions to secure hardware, control systems, communications, and trusted execution environments in next-generation quantum platforms. Technologies include:

• Cryo CMOS ASICs
• Post-quantum secure semiconductors and secure elements
• Hardware Root-of-Trust for authentication
• Quantum-resistant cryptography and PKI
• Secure identity/authentication for quantum processors and infrastructure
• Engineering and integration services

🎯 The goal is to embed cybersecurity directly into the hardware architecture from the design stage, combining Quobly’s CMOS-compatible scalable quantum processors with SEALSQ’s post-quantum security.

💬 Quotes

Carlos Moreira, Founder & CEO of SEALSQ: Highlighted the move from collaboration to commercial deployment and positioned SEALSQ as a key provider of hardware security layers for quantum systems, data centers, and infrastructure.

Maud Vinet, Co-Founder & CEO of Quobly: Emphasized designing security alongside scalability for their Alloy Pioneer quantum computer (cloud-available by end of 2026).

Broader Implications 💡

The partnership aims to create secure, sovereign quantum computing infrastructure for markets like government/defense, finance, pharma, AI, and critical infrastructure. It supports European technological sovereignty in quantum technologies.

👉 This marks the commercialization phase of their relationship, converting strategic ties into revenue for SEALSQ’s post-quantum semiconductor and Root-of-Trust offerings.

[BMSInvests @BMSInvests]

🚨 $ONDS just filed a Form D: Issued ~85 million new shares (~$675M value) to acquire High Point UAS / DZYNE.

40M shares delivered now, another 45M due in January 2027.

Standard disclosure for the deal. Roughly half of the shares locked up for 6+ months to limit immediate selling.

🔗 https://t.co/sfE6X0C2dx

[toni @tonitrades_]

@Rewkang Low funding + inflecting demand = early mover wins, not late capital.

[0SG @Zerosumgame33]

$NRGV furthermore, in May, $NRGV placed a $10M down payment for gas turbines for the Mesa Del Sol project from 2G.

In May, 2G subsequently PR'd a triple-digit Megawatt hour order by a unnamed data center customer in North America with deliveries for 2H 2026.

Coincidence? I dont think so.

[The Analyst @MMatters22596]

Fibonacci Key levels for X's favorite stocks:

Data centers
$NBIS - $157
$CRWV - $66
$IREN - $38

Software
$NOW - $90
$PLTR - $98
$ZETA - $17
$APP - $373

AI Connectivity
$CRDO - $228
$AAOI - $95
$LITE - $560

Semi Conductors
$NVDA - $191
$AMD - $479
$ARM - $234

Space
$RKLB - $75
$ASTS - $60
$RDW - $21

Health
$HIMS - $32
$OSCR - $22.5
$NVO - $47

Physical AI
$OUST - $37
$AMBA - $59
$XPEV - $11

Save this for later.

[RisenFit @risenfit]

$DGXX $SLNH $WULF $CIFR $CORZ $IREN $KEEL $APLD
🔸 CLOUD DATA CENTERS// CLOUD PROVIDERS

🔸 For the second half of 2026, Mike Wilson is recommending a structural shift into AI Hyperscale #Cloud Providers alongside specific non-tech cyclical sectors, while actively rotating away from semiconductor stocks.

🔸 AI Hyperscalers (The "Big Three"): #Cloud

• Wilson explicitly favors the major #cloud giants over chipmakers for the near term.

• He views them as lagging companies with strong core businesses that are poised for a major comeback rally as chip gains cool down.

• His primary callouts include:

•Microsoft (MSFT)
•Amazon (AMZN)
•Meta Platforms (META)

https://t.co/9N9cRlCOvc

[IncomeSharks @IncomeSharks]

@ItsBitcoinBruh Biotech, genomes, nuclear, digital twins, and neuromorphic memory

[RisenFit @risenfit]

$NVTS $POET $WOLF $INTC $MU $SNDK $MX $QUIK $GSIT $SKHY $ON $SKYT
🔸 MORGAN STANLEY CHIEF U.S. EQUITY STRATEGIST MIKE WILSON:

• Hyperscale CapEx has not ended. They just raised cash from debt markets and will spend the capital.

• Correction in semiconductors lasting 4 to 8 weeks #Chips

• 30 to 40% corrections in these high beta names

• some have already corrected.

• 200 day moving average deviation as a gauge

• Rotation into a broadening tape away from #chips

• mega cap beginning to perform

• Rotation is happening in a down tape

https://t.co/QwazDbB8a7

[Altcoin Daily @AltcoinDaily]

"I still think Bitcoin's going to be materially higher in one year"

Potential incoming catalysts include:
- Clarity Act
- Strategic Bitcoin Reserve
- 22+ country sovereign adoption

Vaneck's Head of Digital Assets Research
Matthew Sigel explains:

[RisenFit @risenfit]

$NVTS
Filled the 4/21 Gap.

• On April 21, 2026, Navitas Semiconductor NVTS shares surged by roughly 20%, closing at $16.01, driven by the addition of former Broadcom executive Gregory M. Fischer to its independent board of directors.

[Polymarket Money @PolymarketMoney]

BREAKING: Leopold Aschenbrenner’s fund is among firms indicating interest in up to $7,000,000,000.00 of SK Hynix IPO shares.

[The Market Mind @Market_Mind_]

Donald Trump Biggest 10 Holdings