Another win for $QUIK. The radiation hardened semiconductor space stock keeps chalking up victories as a picks and shovels provider. Up another 10% this morning on the news.

Looks like $OSS remains a hot ai / edge stock. Another strong earnings report and guidance suggesting significant growth remains on deck for 2026.

x.com/i/article/2034…

Almost one year ago in the post below I stated: “I bet the FBI will raid $SMCI offices and open a hell of a pandora box” Today the company issued a statement confirming 3 people associated with $SMCI have been charged by the FBI with conspiracy to smuggle billions worth of AI

Three people associated with artificial intelligence server maker Super Micro Computer, including its co-founder, were charged with helping smuggle at least $2.5 billion of US AI technology to China in violation of export laws, the US Justice Department said

RIP Chuck Norris. His passing is the most bearish indicator we’ve seen all year.

Unity $U Releases Preliminary First Quarter Results Exceeding Guidance; Will Enhance Growth and Profitability by Exiting Non-Strategic Ad Businesses. Stock trending and up 15% in AH trading. investors.unity.com/news/news-deta…

Breaking…. The entire market, other than $U which is up another 11% today.

“Everything is crashing but oil” … meanwhile… meme tokens called “SPERMWHALE” are up 5,700% the last couple weeks. Wild times.

*MAG7 TO BE RENAMED BAG7

Anthropic might be the hottest ai name as of late, yet the $PLTR sell-off doesn’t seem to have much basis in reality. Getting blacklisted by the federal gov probably cost them $300B+ in IPO value… that isn’t changing. Alex Karp isn’t worried. — newsmax.com/finance/street…

San Francisco police arrested a suspect early Friday for allegedly throwing a Molotov cocktail at the home of OpenAI CEO Sam Altman and making threats outside the company’s headquarters. “At approximately 3:45am PT, an unidentified individual approached Sam’s residence and threw

Nancy Pelosi’s net worth before Congress: $785,000 Nancy Pelosi’s net worth after Congress: $133,000,000 Truly the greatest trader of all time.

Wow. Huge opportunity for $F and $GM. Drone manufacturing and gov contracts coming soon?

Looks like $HIMS down 7% on renewed fears $AMZN will cut into their market share. After a steep pullback, HIMS has been on the upward swing. Bezos has other ideas. 😅

Looks like Fidelity finally lifted their loaned securities interest on $GRRR after 1+ year, unleashing downward pressure and creating a bit of a short squeeze on one of the hottest international ai small cap companies out there. Gorilla poised to push through $40+ in short order?

Congrats $AMD holders. $300 reached! Many say the $1T or higher club is inevitable with Lisa Su at the helm which means another 2x from here.

Wow. $QUIK up 25% today and 161% YTD. There’s legacy chip maker has a growing moat with its radiation hardened chipsets. With space investments still ramping up, it still may be very early for this red hot micro cap.

Looks like $PLTR being considered by the FAA for modernizing some air traffic control systems. — newsmax.com/us/faa-palanti…

After Anthropic’s costly fumble and blacklist label, $GOOG has swooped in and capitalized. They’ll be integrating ai capabilities for classified materials & assisting the Pentagon. — newsmax.com/newsfront/goog…