Emmanuel – Big Tech & AI Investor

Quick update on the new video 🔥 "Microsoft vs Google vs Amazon: Who Wins the $700B AI Race in 2026?" We're now at 250 views with a solid 2.6% CTR — thanks so much for watching and sharing! YouTube is starting to push it organically, which is awesome. So tell me… who do you think is winning the massive AI infrastructure race right now? Microsoft, Google, or Amazon? Drop your pick in the replies 👇 I’m reading every single one! Watch the full breakdown here: youtu.be/mw-Jvl3qOUU RT if you're into AI stocks & infrastructure 👇

WHITE HOUSE TELLS FOX NEWS: IRAN REACHED OUT AND ASKED FOR IN-PERSON MEETING

WHITE HOUSE TELLS FOX NEWS: EVERYONE WILL BE ON STANDBY TO FLY TO PAKISTAN, IF NECESSARY

WHITE HOUSE: SEEN PROGRESS FROM IRANIAN SIDE IN RECENT DAYS

WHITE HOUSE: VANCE WILL BE STANDING BY IN U.S.

🚨 BREAKING: A U.S. Special Forces soldier charged with using classified intel to make ~$400K betting on Nicolás Maduro’s removal reportedly tried to open an account on Kalshi — but was blocked, according to a source. Instead, he placed the wagers on Polymarket, where prosecutors say the trades were based on inside knowledge of a planned U.S. operation. (Reuters) ⚖️ He now faces: • wire fraud • commodities fraud • theft of government info • insider-trading–type charges tied to prediction markets (Reuters) 📊 Significance: This could become the first major insider-trading case involving geopolitical prediction markets — and may trigger tighter regulation across platforms like Polymarket & Kalshi.

Iranian officials: It is expected that Sharif will meet with Witkoff and Kushner in Pakistan to continue the negotiations - NY Times

US OIL RIG COUNT DOWN 3 TO 407 || US GAS RIG COUNT UP 4 TO 129 || US TOTAL RIG COUNT 544 - BAKER HUGHES SAYS

IRAN’S FOREIGN MINISTER IS TRAVELING TO ISLAMABAD ON FRIDAY WITH A WRITTEN RESPONSE TO A US PROPOSAL FOR A PEACE DEAL - NYT

🧩 AI Chips $NVDA $TSM $ASML $AMAT $KLAC $AMD $MU $LRCX $ARM

🌐 AI Networking $AVGO $ALAB $MRVL $CRDO $NET $ANET

☁️ AI Cloud $MSFT $AMZN $GOOGL $DOCN $ORCL

🔋 AI Utility (Compute Infrastructure / Energy for AI) $CRWV $NBIS $IREN $CIFR $WULF $APLD

☢️ Nuclear $OKLO $SMR $LEU $GEV $CCJ $BWXT

🧠 AI Data Platforms $PLTR $SNOW $MDB $NOW

⚡ Grid & Power $CEG $NEE $VST $EOSE $NNE

🛡️ AI Security $CRWD $ZS $PANW $RBRK

🚨 $XE surges on debut $AMZN - Amazon-backed nuclear startup X-Energy opened at $30.11 after pricing its IPO at $23 — up ~31% on day one 📈 📊 What it does: 🔹 Develops small modular reactors (SMRs) 🔹 Focused on next-gen nuclear for AI data centers + industrial power 🔹 Supported by Amazon as part of long-term clean energy strategy ⚡ Big picture: SMRs are becoming a core theme in the AI power race Hyperscalers need: 👉 reliable baseload power 👉 zero-carbon generation 👉 scalable energy near data centers Nuclear is moving back into the spotlight #AI #NuclearEnergy #IPO #XE #EnergyStocks

BREAKING: US President Donald Trump is sending envoy Steve Witkoff and Jared Kushner to Pakistan for talks with Iranian FM Abbas Araghchi, US media report, citing officials, according to Reuters.

🚀 THE SPACE VALUE CHAIN (Public Market Map) From launch → orbit → data → communications → lunar infrastructure Here’s how the stack looks: 📦 LOGISTICS & DEPLOYMENT $RKLB Launch services + satellite deployment + mission software Building an end-to-end space platform company 🛰️ EARTH OBSERVATION $FLY High-resolution imaging + monitoring infrastructure Space-based intelligence layer for governments & enterprises 📱 DIRECT-TO-DEVICE CONNECTIVITY $ASTS Satellites connecting directly to smartphones Potential global coverage without ground towers One of the most disruptive telecom shifts in decades 🌕 LUNAR MISSIONS & SERVICES $LUNR Moon payload delivery + infrastructure development Positioned for NASA-led lunar economy expansion 🧩 SPACE INFRASTRUCTURE & PAYLOADS $RDW Space components + manufacturing + mission payload systems “Picks and shovels” of the space economy 🌍 GEOSPATIAL DATA & ANALYTICS $PL Planet-scale imaging + real-time Earth intelligence Critical for climate, defense, agriculture & logistics 📡 SATELLITE COMMUNICATIONS & DEFENSE $VOYG Secure communications + national security applications Strategic positioning in defense-space convergence 📊 BIG PICTURE The space sector is evolving into: launch → connectivity → intelligence → infrastructure → lunar economy Owning the value chain = exposure to the next industrial frontier #SpaceStocks #RKLB #ASTS #LUNR #Satellite