Bingo. Is Amazon's need for $gcts chips in the "low millions" tethered to its secretive "Transformer" project? $amzn $gsat $spy $qqq fierce-network.com/wireless/….

Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move. 🇺🇸

$gcts $mxl reddit.com/r/GCTS/s/9p8NTyxc…

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

ANTHROPIC CEO DARIO AMODEI: “WE ARE SO CLOSE TO THESE MODELS REACHING THE LEVEL OF HUMAN INTELLIGENCE, AND YET THERE DOESN’T SEEM TO BE A WIDER RECOGNITION IN SOCIETY OF WHAT’S ABOUT TO HAPPEN. THERE HASN’T BEEN A PUBLIC AWARENESS OF THE RISKS.”

BREAKING: The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

Anthropic and the US govt just let corporate America know that they will retain 30 days of all data and prompts. Black Swan coming? g.co/gemini/share/b35fdf8ea2…

META MOVES TO CURB EMPLOYEE AI USAGE AS AI COSTS REACH BILLIONS – THEINFORMATION

Hardly anyone talks about the tiny companies building the AI supply chain underneath them. Found a few interesting names down the market cap ladder: $ALMU $VLN $GCTS $KOPN $SVCO These aren’t AI chatbot companies. I’ve mentioned a few before. Just keep these in mind. They’re enabling connectivity, photonics, sensing, displays, semiconductor design, and data movement. The stuff AI infrastructure actually depends on. $ALMU (~$400M MC) One of the more interesting photonics stories I’ve found. They’re developing III-V semiconductor technology on silicon aimed at AI optics, sensing, defense, and quantum applications. Partnered with Tower Semiconductor and Sumitomo. NASA and defense-related contracts continue piling up. Only guiding for about $4-5M revenue this year, so valuation isn’t based on current sales. It’s based on the possibility that AI optical interconnects become a major bottleneck over the next decade. High risk. High reward. $VLN (~$230M MC) Valens Semiconductor builds high-speed connectivity chips used in ADAS, robotics, machine vision, industrial systems, and automotive networks. Q1 revenue reached $16.9M. Guiding roughly $75-77M for 2026. Gross margins above 60%. Three new automotive OEM wins and A-PHY adoption continue ramping. Only trades around 3-5x sales despite exposure to autonomous systems and edge AI connectivity. Interesting value play in the group. $GCTS (~$220M MC) A small-cap 5G and wireless semiconductor company. Builds modems, transceivers, and IoT connectivity chips used in fixed wireless access, industrial devices, routers, and emerging NTN/satellite applications. Q1 revenue grew 287% YoY. 5G chipset shipments increased 58% sequentially. Still very early with only a few million in revenue and ongoing cash burn. But if fixed wireless and industrial 5G deployments accelerate, the upside could be significant. One of the more speculative names here. $KOPN (~$1B MC) Microdisplays, optics, thermal imaging, drones, AR/VR, soldier systems. Basically a defense-tech and display company hiding inside the semiconductor ecosystem. Entered 2026 with roughly $37M defense backlog. Recent awards include $21.5M thermal imaging follow-on work plus MicroLED development programs. Management guiding roughly $52-60M revenue this year. If defense spending, drones, and wearable AI systems keep expanding, Kopin sits in a pretty interesting niche. $SVCO (~$380M MC) One of the few pure-play small-cap semiconductor software names. They provide TCAD simulation, EDA tools, and semiconductor IP used to design chips before they’re ever manufactured. Think digital twins, photonics simulation, power semis, AI-driven manufacturing optimization, and advanced process modeling. Q1 bookings grew 26% YoY. Backlog sits around $46.6M. TTM revenue is roughly $66M with gross margins near 87%. Everyone talks about AI chips. Someone has to design and simulate them first. That’s where SVCO fits. Everyone wants to own the AI model. I’m more interested in the bottlenecks. Photonics. Connectivity. Optical interconnects. Sensing. Chip design. Data movement. As AI clusters scale, moving and designing data efficiently may become just as important as generating it. Feels similar to how power infrastructure was ignored before data center demand exploded. Not saying these become the next $NVDA. But the market caps are tiny compared to the problems they’re trying to solve. $TSM $SIVE $AAOI $LITE $BE $SNDK $CRWD $SNPS $COHR $CIEN $CDNS $AVGO $MRVL $QCOM Worth digging into.

Why would $dxyz be down if $spcx is up? Makes zero sense.

Really need to pay attention to Anthropic is saying here. This could become the next Black Swan event.

I still don't think ppl realize what an amazing deal locking in a 3% mortgage in 2020 has been for homeowners Inflation has averaged 3.9% this decade It's now back above 4% You're basically borrowing for free This was the deal of a lifetime

JUST IN: Jeff Bezos predicts AI will create a labor shortage rather than put humans out of work.

NEW: Jeff Bezos reveals his new startup Prometheus is building an “artificial general engineer” as it hits a $41,000,000,000.00 valuation.

$dxyz $100 tomorrow?

$GCTS FCC, 아마존/글로벌스타 거래 심사 착수 2026년 6월 8일 월요일 미국 연방통신위원회(FCC)는 아마존 의 글로벌스타 인수 건에 대한 검토 절차를 시작했으며 , 7월 6일까지 해당 거래에 대한  의견을 제출해 줄 것을 요청했다 . 아마존은 또한 글로벌스타의 기존 고객들에게 지속적인 서비스를 제공할 것이라고 밝히면서, 이번 거래를 통해 아마존의 자본, 인프라 및 운영 역량 덕분에 "자본이 부족한 기존 MSS(운송 서비스 제공업체)가 풍부한 자원을 갖춘 강력한 경쟁업체로 거듭날 것" 🛰️ 이라고 설명했습니다. 아마존은 자체적인 기기 직접 연결 위성망을 구축하고, 기존 글로벌스타 시스템, 그리고 차세대 C-3 글로벌스타 위성망과 함께 이 새로운 위성망을 운영할 계획이라고 밝혔습니다. 또한 아마존은 아이폰 사용자에게 더 많은 기능과 향상된 안정성을 제공할 것으로 기대하고 있습니다. satellitetoday.com/connectiv…

Chip market share for devices ( phones ). gsmarena.com/counterpoint_sh…

Tomorrow will be the start of a series of risk off events in my opinion. 1. CPI read will be HOT. 2. SpaceX IPO will be sell the news. 3. Warsh will roll out QT plans next week. The street has been rotating out of tech and into value, short term debt and defensives.

Claude 5 Fable (high) “Make a Minecraft clone” I’m stunned.. it made this in 20 minutes, one shot. Multiple Biomes, day time/night time, different ores, Caves & more!