That is good news for the PI!
JUST IN: U.S. & Philippines will partner to build a 4,000-acre “industrial hub” for AI & semiconductors.
Right on schedule SIDU made an offering, but at $4.35. Not too shabby. Hopefully this is the new floor. Time to scale up!
Rare earths getting a bump today.
MP price target is $90. Yoinks! I’ll take that action!
$MP MP Materials Inc. and USA Rare Earth Inc. shares rise in premarket trading as Wedbush analyst Sam Brandeis initiates the rare earth firms with outperform ratings on US government support and supply outside of China.
MP Materials (outperform, PT $90)
Notes that MP is the only fully integrated rare earth producer in the US and its Mountain Pass mine has large supply and low costs
Sees US government backing supporting demand
“With Apple, GM, and the DoD anchoring the commercial pipeline and the 10X Facility in Northlake, Texas on track for 2028 commissioning, the opportunity here is uniquely derisked, with contracted demand, a sovereign customer, and dated production catalysts all converging over the next few years”
ajajaja 
Sold POET for some good profit, cash ready for the next dip.
Good luck with that!
TSMC said it plans to delay using ASML’s newest chipmaking machines until 2029, saying the technology is currently too costly to make sense.
And yet ASML dropped only 3%.
I thought there was good war news as my portfolio was up 2.5% this morning. Nothing I can find.
So as it stands, my big winners for the year are
PLTR 790%
MP 135%
MU 208%
SIDU 125%
RKLB a paltry 68%
New buy GFS 25%
TSLA 23%
AM 63%
Big losers all crapto
AmZN and Nvda at 14% and 17%. Funny how that doesn’t even make my leg tingle. I’m spoiled.
How have you been trading pltr to make that a big winner for the year?
So, I’m getting closer to exercising my INFQ warrants.
Shares of Infleqtion Inc. (INFQ) were in the spotlight on Tuesday after the company announced it had been awarded a $2 million contract from the U.S. Defense Advanced Research Projects Agency (DARPA) through the Heterogeneous Architectures for Quantum (HARQ) program.
The award aids the Multistaq development, a next-generation platform designed for heterogeneous quantum systems. It’s composed of multiple qubit modalities, the company said in a statement.
Infleqtion said that heterogeneous quantum systems have potential for rapid scientific discovery and to boost national security decision-making, among other benefits.
Glad I bought back into OKLO during this recent drop.
SANTA CLARA, Calif.–(BUSINESS WIRE)–Oklo Inc. (NYSE: OKLO) (“Oklo”), an advanced nuclear technology company, today announced an agreement with NVIDIA, a leader in AI and accelerated computing, and Los Alamos National Laboratory (LANL), to advance critical nuclear infrastructure, AI-enabled research, and nuclear fuel R&D at Los Alamos.
The collaboration is intended to combine advanced nuclear power, AI, digital twins, modeling, and simulation to support critical infrastructure development and accelerate the deployment of nuclear energy. By aligning Oklo’s advanced sodium-fast-reactor platform, NVIDIA AI infrastructure, and LANL’s world-leading expertise in materials science and nuclear fuels, the parties aim to lay the groundwork for a new class of mission-critical, high-assurance energy.
“This agreement brings together reactor deployment, high-performance compute, and world-class fuel and materials science expertise” said Oklo co-founder and CEO Jacob DeWitte. “We believe this will advance our plutonium-bearing fuel work on Oklo’s Pluto reactor, which was selected under DOE’s Reactor Pilot Program, and help bring resilient power in support of the Genesis Mission.”
Intel up 20% after hours during the earnings call, generating more excitement than a naked lady on an aircraft carrier
Gonna get me some intc covered calls optioned away. Oh well, was a good run (bought in at $19.xx).
POET getting a lift. Possible AMZN deal?
There has been bigger news lately. Some restrictions being lifted— relaxed?
As for young people, nothing new. I recall listening to college kids wanting to get credit cards and max them out to invest in 2011.Taiwan to allow funds to bet big on individual stocks | Watch
Wow, that’s excellent.
Do they sleep at the casino?
Not good news, my mother in law asking my wife how to invest in Taiwan stocks , and the usual sneaky friends looking to take their money for ’ group investment '.
Way too common in Taiwan, rotating money in a group of friends for months and years until suddenly one of the friends is gone somewhere with suitcases filled with cash….
Just pumping and dumping. In positive news you can get an entry for a future pump and dump.