$AST SpaceMobile, Inc.(ASTS)$ Here’s the simplest way to say it: we’re watching the beginning of the third layer of global connectivity take shape -- right now, in real time. And if Block 2 launches as planned this July, everything changes.Not because AST SpaceMobile is the first company to put satellites in low-Earth orbit. And not because it’s chasing consumer broadband like Starlink or building a new phone. It’s because they’re doing something far more ambitious -- and far more subtle. They’re building the infrastructure layer above the infrastructure. A fully integrated satellite network that plugs directly into your unmodified smartphone and rides on the spectrum of the world’s biggest telecoms. No antennas. No dishes. No behavior change. Jus

The first wave of AI was about potential -- what models could do, how fast they could learn, how widely they could scale. But the second wave will be about control. Not just what AI can do, but what it should do, and what happens when it goes off-script. This next chapter isn’t about training smarter agents. It’s about making sure the infrastructure they run on doesn’t collapse under the weight of its own intelligence. Because when machines are making decisions and triggering actions in real time -- across enterprise environments, supply chains, and critical infrastructure -- failure isn’t hypothetical. It’s systemic. And if you zoom out, you’ll realize this isn’t a cybersecurity story. It’s THE story.That’s the shift the market hasn’t priced in. Investors still think of cybersecurity as a

$IONQ Inc.(IONQ)$ While most investors are still fixated on qubit counts and benchmark milestones, IonQ has been executing a far more ambitious strategy behind the scenes: assembling the full infrastructure stack for the quantum internet. Not someday. Not hypothetically. But now -- through 4 under-the-radar acquisitions in the past year that collectively give it control over the compute, communication, security, and transport layers of a post-classical digital economy.It started with Qubitekk -- which gave IonQ control over entanglement distribution, the way quantum information gets transmitted between machines. Think of it like this: back in the dot-com boom, before websites were even a thing, someone quietly bought all the routers and Ethernet c

$NVIDIA(NVDA)$ didn’t sneak up on the world -- the world simply didn’t realize what it had built. It wasn't just chips. It wasn’t just GPUs. It was a new substrate for value creation. A new rail system for intelligence itself.Because we’re no longer living in an internet-first world. We’re living in an intelligence-first one. Where product design, logistics, diagnostics, creative tools, drug pipelines, legal services, national defense -- all of it -- are shifting from deterministic software to probabilistic intelligence. And that shift requires compute. Unimaginable amounts of it. Not once, but perpetually. Not centrally, but everywhere.Blackwell isn’t a chip. It’s a control layer. It’s the thing hyperscalers and governments alike are racing to se

1.Here are the key levels to watch out for $TransMedics Group, Inc.(TMDX)$ price action on this bounce they're experiencing -- I'm using the Price Action Concepts Indicator from LuxAlgo 👇Image2. $Cloudflare, Inc.(NET)$ Q1 Earnings 🚨• Sales $479M vs Est. $470M• EPS $0.16 vs Est. $0.16• FCF $53M vs Est. $41M• RPO: $1.86B -- up +39%Q2 Guidance• Sales $501M vs Est. $502M• EPS $0.18 vs Est. $0.17FY25 Guidance• Sales $2.09B vs Est. $2.08B• EPS $0.80 vs Est. $0.80SIGNED THE LARGEST CONTRACT IN COMPANY HISTORY -- A $100M+ DEAL DRIVEN BY ITS WORKERS DEVELOPER PLATFORM.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commissio

I’M A LONG-TERM $Hims & Hers Health Inc.(HIMS)$ BEAR -- BUT HERE’S HOW I COULD BE DEAD WRONG Over the last decade, we’ve watched healthcare inch toward consumerization -- apps replacing clinics, subscriptions replacing waiting rooms, and convenience marketed as care. But what once looked like transformation now feels like prelude. Because with $Amazon.com(AMZN)$ full-force push into telehealth, we’re no longer watching disruption at the edges -- we’re witnessing a redrawing of the center.Amazon’s move isn’t just competitive -- it’s gravitational. This isn’t a retail giant experimenting with healthcare. It’s the most operationally dominant logistics company in the world deciding that medicine is next.

1.NEXT WEEK'S EARNINGS WILL BE A BIG ONE FOR GROWTH INVESTORS 🧐Monday | $Palantir Technologies Inc.(PLTR)$ , $Hims & Hers Health Inc.(HIMS)$ , $ON Semiconductor(ON)$ , $Navitas Semiconductor Corp(NVTS)$ Tuesday | $Advanced Micro Devices(AMD)$ , $SUPER MICRO COMPUTER INC(SMCI)$ , $Datadog(DDOG)$ , $Lemonade, Inc.(LMND)$ , $DigitalOcean Holdings, Inc.(DOCN)$ $Rivian Automo

1.THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON $NVIDIA(NVDA)$ powers the compute layer. $ASML Holding NV(ASML)$ controls the production layer. $Taiwan Semiconductor Manufacturing(TSM)$ manufactures the future at scale.The Foundry Three aren’t the future.They’re the infrastructure it runs on.Image3. $SoFi Technologies Inc.(SOFI)$ REPORTS EARNINGS TOMORROW MORNINGWhatever you think about the $Robinhood(HOOD)$ vs. $SoFi Technologies Inc.(SOFI)$ rivalry for next-gen fintech, one thing’s clear: SoFi’s 58% membership CAGR over the past five y

Why Peter Thiel Is Right -- And What Comes Next for Those Ready to BuildMillennials didn’t turn skeptical of capitalism because they lacked ambition, discipline, or resilience. They turned skeptical because the ladder they were told to climb wasn’t just missing a few rungs -- it had been pulled away altogether, replaced by a system that demanded belief without offering any real path to ownership. That’s not some bitter generational myth. It’s the foundational break that shaped every financial decision, every career plan, every entrepreneurial pivot made by Millennials since the GFC.We spent nearly two decades pretending that the old economic contract still existed -- that college degrees, corporate loyalty, and careful saving could still open the doors to upward mobility -- while the cost

THE FUTURE BELONGS TO MONOPOLIESThe biggest mistake investors make is assuming markets stay fragmented. They don’t. Every major tech shift crowns a monopoly.Here are 10 examples:1. $Taiwan Semiconductor Manufacturing(TSM)$ owns chip production.2. $NVIDIA(NVDA)$ powers AI.3. $Amazon.com(AMZN)$ built global logistics.4. $Meta Platforms, Inc.(META)$ rules social.5. $Robinhood(HOOD)$ unlocked retail investing.6. $Shopify(SHOP)$ powers SMB e-commerce.7. $Palantir Technologies Inc.(PLTR)$ became AI’s

1. $Tesla Motors(TSLA)$ is no longer optimizing for volume, ASPs, delivery targets or even margin discipline. It’s not playing the car game. It’s positioning.It’s not even a stock. It’s a leveraged call option on whether Tesla becomes the operating system for real-world AI. If it works -- it’s a 10x.2.What’s, more, BESSENT SLAMMING MUSK FOR “OVERPROMISING AND UNDERDELIVERING” ON DOGE IS SO FREAKING WEAKBecause this isn’t really about whether the $160B in reported savings is precise to the decimal. It’s about how Musk is doing it. He’s not tweaking. He’s bulldozing. Canceling contracts. Slashing headcount. DOGE isn’t a policy initiative -- it’s a system rewrite.And that’s exactly what makes Bessent’s attack so petty. Of course the execution isn’t p

1. $Tesla Motors(TSLA)$ The past six months have thrown every red flag at Tesla: a ~15% drop in deliveries, rising tariffs, political distractions, and brand damage abroad. Any one of those could shake conviction. Taken together, they look like a trend.But I’m not exiting. Because beneath the surface, something bigger is unfolding.Tesla is becoming a full-stack infrastructure company -- energy, autonomy, compute -- built into a system no other automaker can touch.If the robotaxi rollout hits in June, it’s the next leg. Tesla isn’t betting on EVs anymore. It’s betting on infrastructure. And that’s the bet I still want to make.Image2.Here are the key levels to watch out for $Alphabet(GOOGL)$ price action o