Regulus Advisory

Source : Openrouter & aastocks

China's weekly AI large model token usage exceled that of the US for three straight weeks. Last week, among the top three models in terms of global token usage, two were Chinese AI large models, namely Hy3 preview and DeepSeek-V4-Flash Tencent has free tiers, vol vs margins

$PURR $HYPE

“More than 40% of CEOs plan to cut junior roles over next 1-2yrs & shift composition of their workforce toward mid-level or senior positions… according to a global survey by Oliver Wyman. The numbers are essentially flipped from just a year ago.” BBG

@Sam_Badawi Cash is worst position to hold during inflation

GREG ABEL SAID COMPOUNDING INFLATION AT 8-9% IS A “TERRIFYING SCENARIO” Is this why $BRK.B has raised a monster $397.4B cash position in today’s shareholder meeting? Do they see inflation ramping up? Very interesting 🧐

$QCOM up 17%

$QCOM

@candleboxlaw @Bigkev451 @4HeatherHill moomo is $FUTU

@wallstengine Congrats on partnership

@Thewiseone888 That’s 3 hour old news on amzn hit

JPM'S JunQ Collar: Fund: BUYS Jun 30th 5190 // 6150 Put Spread SELLS the 6840 Call 31k trade vs a cash ref of 6496.55

which, in turn, will lead to increased drilling operations, thereby aiding the bottom line of NBR” Personal notes : extended TP 85

$NBR “Nabors Industries is also well-positioned to benefit from rising oil prices because NBR offers high-specification rigs and is mainly known for providing rig technologies and drilling solutions. With high oil prices, there will probably be a surge in upstream operations,”

Strong subsea demand, a growing order backlog & disciplined execution support cash flow & b/s strength. Backed by major customer wins and integrated solutions, the company is positioned for steady growth while advancing energy transition goals.” Personal notes : extended 76 TP

offshore fields faster, at lower cost, and with simpler project execution across deepwater and shallow-water developments. TechnipFMC also supports emerging energy solutions, using digital tools and proprietary platforms to improve project economics and reduce carbon intensity…

$FTI “FTI is known for providing equipment & services to upstream companies. The company ended 2025 with total backlog of $16.6 bn, a significant improvement over prior year. With a strong backlog & a favorable commodity pricing environment, FTI is well-positioned to benefit”

“giving Archrock stable, recurring revenues and a resilient business model tied to natural gas transport and midstream activity.” LNG services companies will benefit from America’s increased LNG export - AROC would be one of them Personal notes : 40 TP

“South Texas, and Mid-Continent regions. Archrock operates the largest compression fleet in the country, led by high-horsepower units. The company also offers a broad range of aftermarket services that support customer-owned equipment. Compression is a must-run service,” 2/3

$AROC “Archrock: Based in Houston, TX, Archrock is a U.S. energy infrastructure company focused on midstream natural gas compression. It provides contract compression services and equipment across all major U.S. basins, with a strong presence in the Permian, Gulf Coast” 1/3