Frederico 🟧

BREAKING: Danish pension fund AkademikerPension announces they will sell all US Treasuries by month-end, citing "rising credit risk" under President Trump. The fund's CIO says US finances are no longer "sustainable," due to weak fiscal discipline, a softer Dollar, and Trump’s push for Greenland.

Super excited, @SwissSubnet 1st national subnet launched @ WCD, Davos Deploy apps on sovereign Internet Computer/ICP territory keeping all data and computation in Switzerland, to meet emerging regulatory and sovereignty objectives, and more Next, Swiss Subnet cloud engines 💪🏼

A few days ago it was @OpenAI, now @Anthropic. The others soon. The push into healthcare anthropic.com/news/healthcar…

$ASTS being selected as a prime contract awardee for the MDA’s SHIELD program places the company inside the Golden Dome architecture as part of the core communications layer moving defense data. Pretty incredible to see AST turning space into a global cellular network.

$NVO is trading higher after the UK’s MHRA cleared a higher-dose Wegovy option at 7.2 mg once weekly for adults with obesity. The approval pushes dosing well above the current 2.4 mg cap and expands Wegovy’s long-term treatment flexibility.

$INTC wins the top CES 2026 award for the Panther Lake processor Seems like 2026 could be the year of Intel across all fronts

I expect $AMD revenue to ~3x over the next four years

$NVDA 10 years ago: • $1/share • 10x earnings $NVDA today: • $185/share • 26x earnings That means the stock is up ~18,400% while valuation multiple has barely more than doubled. That’s what happens when you own the infrastructure every new digital economy has to run on.

Mark Massey cut most positions but increased his largest holding: $AMZN, joining George Soros and Stanley Druckenmiller. $AMZN $300 per share is coming

It's time to build.

Lenovo présente un pc avec un écran QUI SE DÉROULE À L’HORIZONTAL ! J’ose pas imaginer combien ça doit coûter si on pète l’écran 😭

Tesla Energy is now the largest energy storage provider in the world ~46.7 GWh deployed in 2025 alone, powered by Megafactories in Lathrop and Shanghai From ~4 GWh in 2021 to ~47 GWh in 2025 Nearly 12× growth in four years Tesla now holds ~15–20% of global grid-scale battery storage That’s enough energy to power Las Vegas for about 5 days straight Grid-scale storage is scaling fast TW-scale energy storage is getting closer to reality

BREAKING 🚨: U.S. Banks Fed Reserve just pumped a staggering $31 Billion into the U.S. Banking System through overnight repos 🤯 This is the LARGEST liquidity injection since Covid and surpasses even the peak of the Dot Com Bubble 👀 Happy New Year!!!

Attention: this might be the video that opens the door to the future. When a SOTA agent model connects to a robot dog with no remote control— MiniMax M2.1 × Vbot, super-powered in action. A model trained in the virtual world now controls a robot in the physical world. Hello, humans. Welcome to the future.

ELON MUSK: OUR ROBOT HAS A REAL BRAIN For robots to be truly useful, they must be intelligent. You should be able to ask them to do things naturally, and they must be affordable enough to build at massive scale That combination is rare Tesla is the only company that has all the required ingredients: real-world AI, vision, autonomy, manufacturing, and cost efficiency That’s what makes Optimus such a big deal "My prediction on this front is that, Optimus will be the biggest product - of all time - by far Nothing will even be close I think it will be 10 times bigger than the next biggest product ever made. Like, that level"

$RKLB won a major Tranche 3 Tracking Layer contract securing ~$800M to build 18 satellites under a firm fixed-price award. The win places Rocket Lab alongside the largest defense-space primes on one of the Pentagon’s most important programs.

$ICP RECORDS LARGEST SINGLE-DAY MINT, EXCLUDING GENESIS ISSUANCE.

President Trump just signed an executive order to: - Build a moon base - Deploy nuclear reactors to the moon - Build out an industrial base in space - Clean up space debris - Make space travel cheap - Return Americans to the moon, immediately 🇺🇸🇺🇸🇺🇸

This chart is exactly why I think the AI bubble is still years away. When peak power needed breaks away from peak power available around 2028 it makes clear that the real limit on AI is no longer how many GPUs $NVDA can ship but how much energy the grid can actually deliver to run them. Once that gap opens the entire ecosystem gets pushed into a digestion phase. Not because AI adoption slows but because the grid becomes the binding constraint which is when the S-curve behavior shows up. AI bears will point to that period and call it the bursting of the AI bubble but it’s really just the moment where the physical economy has to catch up to the digital one.

🇺🇸 SEC CHAIR ANNOUNCED LIVE ON FOX THAT #BITCOIN CRYPTO MARKET STRUCTURE BILL IS ABOUT TO PASS SOON TRILLIONS INCOMING!!