Solar adoption, given that it remains the fastest deployable source of power, is only going to accelerate from here.

Anyway, this Anthropic-related measure basically proves that sovereign AI isn’t just hype, it’s a project that everyone genuinely has to rush into. France is quite lucky. SoftBank has announced a large-scale investment, and France also has domestic AI labs… Is Japan the loser here? My understanding is that Japan’s strategy was to build out the infrastructure, bring in American AI, and semi-customize it for the Japanese market. Honestly, I can’t even begin to imagine what kind of butterfly effects this Trump administration move might trigger.

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…

$KEEL Update today on $SPCX IPO day. Darkpools already show $5.8M of buying while the stock is up 7%. Courtesy of therhodiehouse.com dashboard @judahrhodie

$KEEL Update after market close: More than $5M of darkpool buying again today. Courtesy of therhodiehouse.com

$KEEL The action for $KEEL is in darkpools. Institutions are loading up on it daily for millions. Here is for today. Screenshot courtesy of @judahrhodie dashboard.

Anthropic is reportedly pursuing its first data center leases, looking to secure a gigawatt of AI compute from cloud providers A huge opportunity for the entire neocloud sector: $IREN $NBIS $CRWV $HUT $APLD $CIFR

$SATS Math: Why The Market Is Pricing $SPCX At $1.1 Trillion And Nobody Is Talking About It... Everyone is arguing about whether the SPCX perp on tradeXYZ at ~$210 (implying $2.5T for SpaceX) is too rich vs. the S-1 anchor of 1.75T. That is the wrong debate. The real dislocation sits in plain sight on the Nasdaq. SATS at $137.79 is currently pricing SpaceX at roughly 1.1T. That is below the S-1 target. That is below the last verifiable private secondary mark. That is a tail outcome, not a base case. Here is the math, broken down so there is no ambiguity. 🧵

You don't want to miss this one... @keelinfra_ 👀👀👀 $KEEL

We got the drift up and slowdown we were looking for last week. Some $SPX analysis into this week. Weekly (Top Right) Daily Long-term ATR (Top Left) Hourly Daily Ribbon Position ATR (Bottom Left) Hourly Swing ATR (Bottom Right)

Satellite Data Centers: Happening

"I expect a short term top in June. Then 1-2 months of chop, bottoming late July into early August." "If we can see now what is likely coming within 30-60 days from now, we will be best prepared for when the weather turns to hail." Deep Inference, circa mid to late May