This is completely false. All reports claiming a deal has been reached, including Trump's claims yesterday are market manipulation ahead of today’s SpaceX IPO. Iran has explicitly rejected that any deal has been finalized.

This is such an L take. Be yourself. Surround yourself with people who please your mind and you will speak more than ever.

$SIVE, $NBIS or $MRVL?

Send $NBIS to $300 before EOY Bear won't last a F week

Alphabet CEO @sundarpichai: "In 2022, we spent ~$31B in CapEx. This year, we expect that number to be 6X larger than 2022 & 2X last year’s at $180-190B. And next year, we expect it to significantly increase compared to 2026. The overwhelming majority of this spend will be in technical infrastructure."

Wow, only 1K more subscribers until I overtake Elon Musk! Right now I’m at 46K. Elon is at 47K. Then I’ll hold the crown of the #1 most subscribed to person on the entire X platform? What a fun timeline.

$MSFT unveiled its next-generation quantum chip called Majorana 2 and says it is targeting useful quantum machines by 2029. Microsoft says AI-designed materials helped unlock a major performance jump.

$MRVL is up 24% after $NVDA CEO Jensen Haung said it's the next trillion dollar company Current MC at $240B. If everything plays according to plan, $1T is just 4× away. Do you think this is realistic in the next 2 years?

to everyone asking what the price target is on $NBIS it’s whatever you see on your screen but higher

I expect to see Nebius partner with significantly more European countries in the coming years. $NBIS will be the go to Europe AI infrastructure/cloud provider

We could have another massive $SIVE catalysts tomorrow If $SIVE gets funding from EU Chips Act 2.0 i see it going far beyond 100 sek along with $GFS news.

While we celebrate $SIVE's move today, I want to say something about @aleabitoreddit. Our very own Serenity sama. Looking at this chart today, everything feels obvious. The contracts. The partnerships. The management. The photonics story. The AI narrative. All the pieces seem to fit perfectly. But that's hindsight. The difficult part is seeing those pieces when the share price is 3 SEK, not 100 SEK. Researching a company is one thing. Believing your own research is another. Putting your own money behind it is another. And then publicly sharing that conviction with thousands of people — for free — while being told you're wrong, delusional, pumping, or wasting your time? That's a completely different level. I don't think people fully appreciate/realize how much conviction, persistence, and emotional resilience that requires. Personally I can't comprehend. I am out of words to describe how crazy hard this is. So all I really want to say is thank you. Thank you for the research. Thank you for the transparency. Thank you for continuing to share your work despite the criticism. I generally dislike fan following culture. But in this case I have to make an exemption. I am in awe of the person. I am a fan.

DID YOU LISTEN ANON? Reuters: New Sivers x GFS strategic collaboration. $SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform. For pluggable optical transcivers, CPO, and SiPH. This is fundamentally the most groundbreaking news for Sivers in history. As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route. I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue. To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

$SIVE might hit 100SEK today. This is MONSTER NEWS. A circa 2.5bn company just got chosen by a 44bn company $GFS Re-rate is here.

The most consequential event of an entire company’s history. Got released today with a photonics player. Making them the functional standard laser for CPO, Pluggables, and SiPH. For companies like $NVDA, $AVGO, $AMD, to $MRVL using the foundry. Does anyone know the name?

Breaking news! 💥 Sivers $SIVE & GlobalFoundries $GFS Advance AI Data Center Optical Solutions Tue, Jun 02, 2026 07:00 CET Sivers’ laser arrays to support GlobalFoundries’ silicon photonics platform and SCALE™ optical engine solutions targeting a $25B Pluggable Optics market by 2030 Kista, Sweden – June 2, 2026 – Sivers Semiconductors AB (STO:SIVE), a global leader in photonics and wireless technologies, today announced a strategic collaboration with GlobalFoundries (Nasdaq: GFS) (GF), to develop advanced silicon photonics solutions for the high-growth AI infrastructure market. Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform. The collaboration supports a range of optical connectivity architectures, including co-packaged optics (CPO), linear pluggable optics (LPO), and other emerging data center interconnect solutions. Sivers’ laser arrays will also be available in GF’s Silicon Photonics Co-packaged Advanced Light Engine (SCALE™) platform for next-generation optical sub-assemblies and light engine architectures. GF’s SCALE CPO solution combines integrated photonic devices, coarse and dense wavelength-division multiplexing (CWDM, DWDM) and advanced packaging enablement to improve bandwidth density and system scalability. news.cision.com/sivers-semic…

“Sivers Semiconductors’ laser arrays will be integrated into reference designs built on GF’s silicon photonics platform.” Woah that’s structurally massive news with $SIVE and $GFS.

$NBIS x Anthropic might be announced by next week 🚨 Strong Gut feeling 🔥 HODL. This is not a financial advice $CRWV $IREN

JUST IN: GOOGLE $GOOGL JUST ANNOUNCED AN $80 BILLION CAPITAL RAISE TO BUILD AI INFRASTRUCTURE And Berkshire Hathaway $BRK.B is writing a $10 billion check to get in. Here's the full breakdown: THE DEAL: - $30B in underwritten public offerings - $40B through an at-the-market stock program starting Q3 2026 - $10B private placement to Berkshire Hathaway THE BERKSHIRE PIECE: - $5B in Class A Common Stock at $351.81 per share - $5B in Class C Capital Stock at $348.20 per share - Berkshire has been building this position since Q3 2025 THE PURPOSE: - Scale AI compute infrastructure to meet "unprecedented customer demand" - Approximately $30B of the ATM proceeds will cover 2026 employee equity tax obligations - Remaining proceeds go directly to AI infrastructure buildout