FreeLancersNC.btc

A $10K investment in $MU at the IPO would be worth ~$9.2M today 🤯

Things that didn’t exist last time the Knicks were in the NBA finals: iPhone Facebook Instagram YouTube 𝕏 Tesla SpaceX Bitcoin Gmail Amazon Prime Google Maps Netflix streaming Android ChatGPT WhatsApp TikTok Snapchat Xbox Pinterest LinkedIn iPad Uber Airbnb Reddit Spotify Zoom

Ferrari stock fell over 5% after unveiling its first fully electric car Luce. At roughly $640,000 with 1,000+ hp and design input from former $AAPL iPhone designer Jony Ive, Luce becomes the first real test of how much Ferrari’s brand carries into EVs.

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post. PURE-PLAY QUANTUM $IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play. $RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now. $QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients. $QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly. $INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching. $ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure. $LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind. BIG TECH $IBM → Most mature public quantum roadmap. 1000+ qubit processors live. Fault-tolerant systems targeted ~2029. Every enterprise quantum conversation starts here. $GOOGL → Willow chip demonstrated a landmark quantum error correction milestone. Google doesn’t lose science races. This is a long-term compounder with quantum upside baked in. $MSFT → Topological qubit breakthrough. Azure Quantum as the monetization layer. Full-stack quantum integrator play for the enterprise cloud era. $AMZN → AWS Braket quantum cloud. Positioned as the access layer for quantum-as-a-service. Already charging enterprises for quantum compute access today. $NVDA → Quantum-AI software stack integration. CUDA for quantum is the longer-term thesis. $NVDA doesn’t need to win quantum — it needs to be the layer everything runs on top of. $INTC → Silicon-spin qubit research. The most scalable long-term architecture thesis — leveraging existing CMOS manufacturing. Slow, but strategically important. $HON → Majority stake in Quantinuum — the most commercially advanced quantum hardware + software company currently private. When Quantinuum IPOs, $HON re-rates hard. $BAH → Booz Allen Hamilton. Deep in U.S. government quantum programs. Every federal quantum contract flows through firms like this. The picks-and-shovels of government quantum. SEMICONDUCTOR & INFRASTRUCTURE $GFS → GlobalFoundries. Quantum chip manufacturing capabilities. As quantum hardware scales, fab demand follows. $MU → Memory + quantum infrastructure angle. Quantum systems require extreme classical compute support — $MU sits in that stack. $AMD → HPC + quantum research ecosystem. High-performance classical compute is the co-processor to every near-term quantum system. $TSM → TSMC. Advanced fabrication is the foundation of every quantum chip roadmap. No quantum at scale without $TSM. $ASML → EUV lithography critical for next-generation quantum chip manufacturing. The irreplaceable chokepoint in advanced semiconductor production. QUANTUM NETWORKING / OPTICAL / SECURITY $CIEN → Optical networking backbone + quantum networking research. Quantum communication requires ultra-low-noise optical infrastructure — $CIEN is already there. $NOK → Nokia building quantum-safe telecom infrastructure. Nation-state cyber threats are accelerating the quantum-safe network upgrade cycle. $LITE → Photonics and optical infrastructure. Quantum and photonics are deeply intertwined. $AAOI → Optical connectivity. Riding both the AI and quantum photonics buildout simultaneously. $COHR → Photonics + laser systems. Lasers are fundamental to trapped-ion and photonic quantum architectures.

$NVDA is a money printer with a ticker symbol

Top 10 Stocks in S&P 500 YTD 🟢 Sandisk $SNDK +501% 🟢 Intel $INTC +213% 🟢 Seagate $STX +187% 🟢 Western Digital $WDC +171% 🟢 Micron $MU +153% 🟢 Lumentum $LITE +147% 🟢 Ciena $CIEN +140% 🟢 Dell $DELL +130% 🟢 Corning $GLW +117% 🟢 AMD $AMD +111%

BREAKING: Nasdaq 100 futures extend gains to +1.3% and rise to the highest level on record.

AI stocks are leaving the rest of the market behind: Optical networking stocks have surged +116% year-to-date, the strongest performance of any AI theme. This includes Ciena, $CIEN, Coherent, $COHR, and Lumentum, $LITE, which are up +137%, +107%, and +163%, respectively. At the same time, AI data center and robotics stocks have risen +94% and +47%. By comparison, the S&P 500 is up +8% year-to-date, while low-income discretionary consumption stocks are down -2%. Since the start of 2024, AI stocks have outperformed the S&P 500 excluding AI names by +121 percentage points. The AI revolution is accelerating.

$GOOGL is the most profitable company in the world with $160B in annual net income. Google is the only player in the AI economy that owns the full stack: TPU silicon, Gemini models, Cloud infrastructure, Search & YouTube distribution plus Waymo on the application edge.

@thechek182 @grok can you confirm if the league employee really represents a sports book company

BREAKING: Confirmed source HAMMER TIME (INK) shows that a league employee representing the sports books stopped Dylan Harper from returning to todays game, a game which lead to a MASSIVE profit for the book as 98% (give or take) of parlays with Jalen Williams and Dylan Harper busted.

Today, we announced more than $10B in investment across Taiwan’s ecosystem to scale advanced packaging and accelerate next-gen AI infrastructure, from 6th Gen EPYC CPUs codenamed “Venice” to our Helios rack-scale platform including Instinct MI450X GPUs, with multi-gigawatt deployments beginning in 2H 2026. Additionally, AMD and TSMC have hit another major production milestone, with Venice EPYC CPUs ramping on TSMC 2nm technology in Taiwan with future plans to ramp production at TSMC’s Arizona Fab. More on the news: bit.ly/4tJrUkR

@twistartups Cool

Someone connected Open Claw to their Meta Ray-Bans. Shawn looks at a box of lens wipes and tells his agent to add them to his Amazon cart. No phone. No keyboard. No app. Just glasses.

Here's a new 26 minute Forbes interview with Elon Musk. Elon shares his thoughts on the recent OpenAI lawsuit outcome, his ultimate goals for SpaceX and Neuralink, why the future of AI computing power belongs in space, and more: youtube.com/watch?v=adgbH9…

Nvidia CEO Jensen Huang just came through with a masterclass on why Stanford needs to fix its own AI compute issues, especially with a $40 billion endowment. This is also a great advise to other top universities around the world to pool together to build their own compute…

@WOLF_Financial Valid POV

JEFF BEZOS SAYS: "WE DON'T HAVE A REVENUE PROBLEM IN THIS COUNTRY. WE HAVE A SPENDING PROBLEM." "A nurse in Queens who makes $75,000 a year pays more than $12,000 a year in taxes." His suggestion: "How about we start by having the nurse in Queens not pay taxes at all? We shouldn't be asking this nurse in Queens to send money to Washington. They should be sending her an apology." The math behind it: "The bottom half of income earners in this country pay only 3% of the taxes." He added the US already has "the most progressive tax system in the world. The top 1% of taxpayers pay 40% of all the tax revenue."

Watch CNBC’s full interview with Amazon founder Jeff Bezos. cnbc.com/video/2026/05/…

$GOOGL launched Gemini 3.5 Flash which it says beats Gemini 3.1 Pro across coding, real-world agentic tasks & scaled tool use. Artificial Analysis shows it running at 289 output tokens/sec which is more than 4x faster than Claude Opus 4.7 & GPT-5.5.

Goldman Sachs projects annual AI capex of $765 billion in 2026, growing to $1.6 trillion by 2031. 2026’s figure includes $494 billion of capex for compute and $232 billion for data centers, scaling to $1.13 trillion for compute and $436 billion for data centers by 2031. $NVDA $AMD $AVGO $GOOG $AMZN

NVIDIA’s Ian Buck hand-delivered the first-ever NVIDIA Vera CPUs to our partners @AnthropicAI, @OpenAI, @SpaceX, and @OracleCloud. 🎉 Vera is NVIDIA's first custom CPU, purpose-built for the age of agentic AI. This is just the beginning. The road to Vera-powered systems starts here. Thank you to our partners for being on this journey with us. The best is yet to come. 💚

BREAKING 🚨: United States of America U.S. 30-Year Treasury Yield soars to 5.12%, the highest level since the run-up to the Global Financial Crisis 📈🇺🇸 Dear God 🤯