NS🔋

Hi Everyone! Here’s a link to our (free) High-Level Analysis of Rocket Lab $RKLB In short… 1) We love $RKLB 2) It has a cultural advantage over other players, enabling them to innovate aggressively to win 3) Elon’s political endeavors may benefit $RKLB 4) Interest in $RKLB is rising, and our favorite X Influencers remain excited 5) Major catalysts in H2 could boost the stock price 6) One Big Beautiful Bill should benefit $RKLB 7) Chart analysis looks bullish 8) And more… With that said, $RKLB is a great strategic fit for our portfolio and will be included from this point forward. Special thanks to some of our favorite accounts we considered for this analysis, such as… - @prospero_ai - @jrouldz - @flinttrades - @johhnyWalkerAZ Link - needlestrat.com/rocket-lab-hig… Let us know what we should do next! 👇🏼

@Defiantclient2 More shares for me. Conviction.

@NeedleStrat The market is sleeping on $QS

$QS: 🚨Murata starts US-China rare earths decoupling "In addition to our safer solid-state design, our technology offers a unique advantage. Conventional lithium-ion batteries use graphite that is almost exclusively Chinese, and for defense customers, that’s a major pain point. Our technology is graphite-free." - @QuantumScapeCo CEO Dr. Siva Sivaram US Government investment/contracts coming for $QS? 👀 ft.com/content/42252f…

@pepe_maltese I am so beyond tempted to absolutely load the boat

The emerging story with $QS is that this is no longer just about proving a solid state battery in the lab. Its now about proving a manufacturing blueprint that partners can scale. The PowerCo deal matters because it shifts QS toward a capital light licensing model, and Eagle Line matters because it's the bridge from prototype to industrial transfer. The bull case is getting better

@BMNRBullz If he pulls this off man

🚨 TOM LEE: BITMINE IS POSITIONING FOR A V-SHAPED ETH RECOVERY They didn’t chase. They slowed buying, built $1.2B cash, and waited for this setup. 🔹 ~$100M/month saved timing ETH buys 🔹 Mosaics + TOM DEMARK guiding entries 🔹 $1.2B Cash, ZERO DEBT 🔹 ~$1.3M/day run rate Now the shift: They’re locking in ETH at suppressed prices ahead of a V-shaped recovery. At scale: 🔹 ~$300M+ yearly staking at 5% supply 🔹 ~$2B/year if ETH hits $12K 🔹 ETH per share up 10x since inception Every month, more ETH per share. That’s how BMNR compounds. $ETH $BMNR @fundstrat

@MorePerfectUS I see it as inevitable that this happens to my field.

Jeff Bezos has begun the process of raising $100 billion for a new fund that would buy up manufacturing companies and then use AI to automate production.

@kaliyugacowgirl For those wondering, US S&P historical returns are in the context of us becoming a global hegemon. I think that game is changing a bit.

“We will go down in history as the first society that wouldn’t save itself because it wasn’t cost effective.” - Kurt Vonnegut

@Kekius_Sage Fact check: true

🚨 Psychologists say leaving a toxic job can repair your nervous system faster than a year of therapy

@micah_erfan But they won’t. We know why.

Reminder: Any Democratic Attorney General could sue under the Clayton Act and prevent this.

@KobeissiLetter Def won’t take any jobs tho…

BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.

@EggerDC Elon would tell you that this Monkey has a 100% to write War and Peace by July.

Not to be a killjoy but that monkey's not gonna learn how to read

@MilkRoad I think this argument is full of flaws and extremely near-sighted, tbh.

Work is a game of musical chairs. AI doesn't take your job. It lets you play the game better than 99.9% of people. "AI allows you to be in the 0.1% of workers in the country." The people arguing against it? They just haven't used it.

@AltcoinDaily Somebody make me a goddam L1 ETF

BUY ETHEREUM. BUY SOLANA. BUY SUI.

@NetWorthNotes Yeo for example… I would not buy $TSLA $OKLO or $BE here no matter how much I like the theoretical benefits.

@NeedleStrat Can you give an example?

Worst sector to buy in the market right now?

@cryptofergani $WEAT up…just sayin’

Everything is manipulated… Bitcoin, Gold, Silver, Crypto, Stocks, Oil, Fiat. WTF are we even supposed to buy?

@TheValueTrade I started a DCA with some of my Friday sell money. Looking to maintain size of winners and buy more hard assets.

Anyone buying the dip or are we sitting this one out?

@TomBradyEgo The Pauls are walking proxies for everything wrong with the modern era.

Kevin Hart tried playing peacemaker when Gronk and Logan Paul got into it 😂

@FanSince09 Stanford Prison Experiment but the prisoners are all wifi-enabled soundcloud rappers

This whole trial ruled because it showed once again that cops have no idea what the laws actually are and that they expect to just get whatever they want because they’re cops

@JC_ParetsX Economist is one of the better ones

Tell me how you really feel 👀

@Ric_RTP @TradeSignalHQ Awfully convenient response from Jensen here. For-profit institutions literally exist to make money. That’s it. If they can do so by reducing headcount, they will. I like the guy but this is a bit of a “don’t look at me” response, which has been my only major grievance w him.

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.