Surmount

Market complexity and time constraints are common hurdles for many investors. Automated tools are designed to assist by streamlining these manual processes. Explore the Surmount platform and our automation features here: surmount.ai/?utm_source=am…

🚨 Kevin Warsh just became the new Federal Reserve Chair, and he's calling it a "regime change." Here's what that means: Warsh was sworn in on May 22 after being nominated by Trump. He's a former Fed Governor, ex-Morgan Stanley M&A banker, and one of the youngest Fed Governors in history during the 2008 financial crisis. His agenda in plain English: • Cut interest rates. He believes the Fed has kept rates too high for too long • AI changes everything. His core argument is that the productivity boom from AI means the economy can grow FASTER without triggering inflation, giving the Fed room to ease • Shrink the Fed's balance sheet. The Fed accumulated $7T+ in assets through years of crisis buying. Warsh wants to unwind that aggressively

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🚨Here's why this matters for $HOOD Robinhood just acquired WonderFi the company behind Bitbuy & Coinsquare, 2 of Canada's biggest regulated crypto exchanges, for $179M USD. Deal closes June 1. Regulatory moat: Getting licensed to operate crypto exchanges in Canada takes YEARS. Robinhood skipped the line by buying two platforms that already have it. Global blueprint: Canada was one of the first countries to approve Bitcoin ETFs and has one of the most crypto-friendly regulatory environments in the world. This is Robinhood's first major international crypto foothold. Product layering: Robinhood now has an established user base to roll out its full product suite options, margin trading, and its own sleek UI on top of what Bitbuy & Coinsquare already built. The big picture: $179M for a regulated, trusted crypto presence in a top-tier market is a bargain if integration executes cleanly. CEO Vlad Tenev says they're building "the backbone of the global financial system." Canada looks like just the first domino. (NFA)

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🚨14 million barrels per day of oil supply are currently disrupted, due to attacks on regional energy infrastructure, combined with restricted flows through the Strait of Hormuz. The IEA called this "unprecedented." Here's the part that matters: even if a deal gets done tomorrow and the Strait reopens, the IEA is still warning of a supply "red zone" in July–August. Why? Because damaged infrastructure doesn't repair itself overnight. Shipping flows through the world's most critical oil chokepoint don't normalize on a press release. The market has already tested this logic. The supply crunch doesn't need the conflict to continue. The damage is already done.

Market complexity and time constraints are common hurdles for many investors. Automated tools are designed to assist by streamlining these manual processes. Explore the Surmount platform and our automation features here: surmount.ai/?utm_source=am…

🚨Credo Technology $CRDO doesn't make GPUs. It makes the infrastructure that lets GPUs talk to each other, making it one of the few companies that can execute its full stack at scale. Their core product, Active Electrical Cables (AECs), embeds proprietary SerDes IP directly into the cable itself. The result: 100x the reliability of optical connections at half the power draw. This isn't an incremental improvement on existing tech. They created this product category. They own the full stack: SerDes IP → Retimer ICs → system design. No other pure-play competitor controls all three layers. Marvell sells the DSP to cable makers and stops there. Credo integrates everything, which means faster iteration and structurally lower costs despite being on an "N-1" process node vs competitors chasing 3nm/5nm. And thats why it's uniquely positioned in the market. (NFA)

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BREAKING: On May 21, the US government did something it had only done once before. It took ownership stakes in nine companies at the same time. Quantum computing stocks exploded within minutes. IBM jumped 12%. D-Wave jumped 19%. A company called Infleqtion jumped 36%. And right now, thousands of retail investors are piling in, convinced they just caught the next Intel. They didn't. Here's the trap nobody is warning them about: First, what actually happened. The government attached $2 billion in funding to nine quantum computing companies. In exchange, it took an equity stake in each one. To a retail investor scrolling their phone, the logic felt obvious. The government is buying quantum. The government doesn't lose. Get in before it's too late. That instinct is exactly what's about to cost people money. To see why, look at the trade everyone is trying to copy. Last August, the government took a stake in Intel. It paid $20.47 a share. Eight months later, Intel was trading above $80. That position was sitting on a paper gain of roughly $26 billion. One of the best trades of the decade. And the government barely tried. So when retail saw the same move hit quantum stocks this week, they thought they were catching Intel on day one. They weren't. And the difference is the entire story. When the government stepped into Intel, it was buying a real company. Intel had tens of billions in revenue. Factories. Customers. A beaten-down stock price. The stock was cheap because everyone had given up on it. That is what made it a good trade. Not the government. The price. The quantum companies retail just bought are a completely different animal. Take D-Wave and Rigetti, two of the names that ran hardest. Both are real companies doing real research. But D-Wave's last quarter brought in $2.86 million in revenue. Not billion. Million. Rigetti did $4.4 million. Plenty of small businesses on your street do more revenue than that. These are companies the market currently values in the billions. Measured against their actual sales, the stocks trade at roughly 600 times revenue. An expensive tech stock might trade at 15 or 20 times revenue. 600 is not a number that describes a company. It's a number that describes a mood. So why did they explode on the news? Because the $2 billion headline is hiding something. Spread that money across nine companies, and most of them get around $100 million each. For a company trying to build a quantum computer, $100 million is a rounding error. It doesn't change whether the business actually works. What it changes is the story. And the story is the real product being sold here. "The government is backing quantum" is a fantastic story. It's easy to understand. It feels safe. It gives you a reason to buy today instead of thinking. Retail investors don't buy companies. They buy stories. This was a great one. Professional investors looked at the same announcement and saw something completely different. They noticed these stocks were heavily shorted. A lot of traders were betting against them. When good news hits a heavily shorted stock, those traders are forced to buy back fast. That shoves the price up hard for a day or two. Most of that 20% and 36% pop wasn't investors deciding the companies were worth more. It was a stampede by people who had bet the other way. The pros saw a temporary squeeze. Retail saw a green light. This is the gap that quietly drains retail accounts every single year. It's not that regular investors are dumb. It's that they react to the headline, while professionals price the thing underneath it. And the headline is always the most expensive moment to buy. Here's how this kind of trade usually ends. The same week these stocks spiked on the funding news, the group had another day where they simply fell. IonQ down 7%. D-Wave down 8%. Rigetti down 9%. No bad news. No broken promise. Nothing real had changed. A stock that jumps 36% on a press release and drops 9% on a quiet Tuesday isn't an investment. It's a coin flip. And the person who buys at the top, on the day the news feels most exciting, is usually the one left holding it. There's a lesson buried in the Intel trade that almost everyone copying it has missed. The government didn't win on Intel because it was smart. It won because it bought something cheap and then did nothing. No exit plan. No clever timing. No reacting to headlines. It just sat there while the position worked. That's the part worth copying. Not the chasing. The discipline. And discipline is brutally hard to do alone, because the headline is built to make you act. The fix isn't being smarter than the news. It's deciding what you own, and how much, before the news ever arrives. Then letting a system hold the line when your emotions want to chase. That's the entire idea behind Surmount. You set the rules. The system follows them. Because the next "the government is buying it" headline is already being written. Retail will chase that one too. The only question is whether you'll be chasing it, or already positioned before it hits....

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🚨 BREAKING: Kevin Warsh has officially been sworn in as Chair of the Federal Reserve. The ceremony took place this morning at the White House, the first Fed swearing-in held there since the late 1980s. Key facts: Confirmed by Senate 54-45, the most divisive Fed vote in history Succeeds Jerome Powell, whose term expired May 15 Warsh previously served as Fed Governor from 2006–2011 First policy meeting in June, rate cut pressure from Trump begins immediately "I will lead a reform-oriented Federal Reserve." Kevin Warsh, moments after being sworn in

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🚨 $ASTS UPDATE BlueBird 9 Shipped AST SpaceMobile's BlueBird 9 satellite has departed its Midland, Texas, manufacturing facility and is en route to Cape Canaveral, FL, where BlueBirds 8 and 10 are already waiting. All three are targeting a mid-June orbital launch aboard a SpaceX Falcon 9. Key facts verified: ✅ FCC approval for U.S. commercial service secured ✅ BB 11–33 in advanced production stages ✅ 45-satellite 2026 deployment target on track ✅ CEO reaffirmed timeline on CNBC this week (NFA)

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🚨The U.S. bond market is under serious pressure right now, and most people don't know why it matters to them. Here's a simple breakdown 🧵 First, some context: When the U.S. government spends more than it collects in taxes, it borrows money by selling Treasury bonds. Investors buy these bonds and receive interest payments in return. That interest rate is called the "yield." When investors get nervous about lending to the U.S. government, they demand higher rates. Higher yields ripple across the entire economy, mortgages, car loans, business borrowing, everything gets more expensive. So what happened? On May 16, 2025, Moody's became the last of the three major credit rating agencies to strip the U.S. of its AAA credit rating, cutting it to Aa1. S&P did it in 2011. Fitch in 2023. The reason: more than a decade of growing deficits and rising interest costs. The bond market has been repricing ever since: • 30-year Treasury yield: 5.18% (Fed data, May 19) • 20-year Treasury yield: 5.14% (Fed data, May 18) • 10-year Treasury yield: 4.67% (Fed data, May 19) • 2-year Treasury yield: 4.13% (Fed data, May 19) At the same time, Congress is advancing a tax bill projected to add trillions more to the deficit, the exact problem Moody's flagged. (NFA)

Market complexity and time constraints are common hurdles for many investors. Automated tools are designed to assist by streamlining these manual processes. Explore the Surmount platform and our automation features here: surmount.ai/?utm_source=am…

🚨OpenAI & Anthropic are quietly reshaping the balance sheets of the world's largest tech companies. Deals with these two AI labs alone account for nearly $2T in contracted backlog across $MSFT, $GOOGL, $AMZN & $ORCL. Here's what that actually means 🧵 OpenAI has committed $1T+ in infrastructure spend through 2035: • Oracle → $300B • Microsoft → $250B • Broadcom → $350B • Amazon AWS → $38B And Anthropic committed $200B to Google's cloud & chips alone. This isn't just big spending it's strategic capacity reservation. Whoever locks up compute today controls how fast they can scale AI products, agents, and inference revenue tomorrow. The result? $ORCL cloud backlog hit $523B (+44% revenue growth). $GOOGL Cloud grew 63% YoY to a $70B+ run rate. $MSFT's AI run rate sits at $37B annually. The arms race isn't just about models; it's about the infrastructure underneath them. (NFA)

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🚨BREAKING: The U.S. government just placed a $2 billion sovereign bet on quantum computing, and it's taking equity stakes in return. Here's exactly where the money is going 🧵 $IBM → $1B (CHIPS Act) + $1B IBM match = $2B to launch "Anderon" — America's first dedicated quantum chip manufacturing facility in New Albany, NY $GFS → $375M + ~1% government equity stake. Launching new "Quantum Technology Solutions" division for quantum hardware manufacturing $QBTS, $RGTI & Infleqtion → ~$100M each Diraq (startup) → $38M Total: 9 companies. 9 government equity stakes. This isn't a grant program. It's the U.S. government becoming a shareholder in the quantum computing industry. Market reaction was immediate: $IBM +7%, $QBTS, $RGTI & $GFS all up 10–20% in pre-market. The CHIPS Act built the semiconductor playbook. Quantum is next. (NFA)