The year is 2028. Trump just announced that the deal with Iran is about to be signed this weekend. Iran says it is reviewing the final text. The U.S. says discussions are constructive. Pakistan says a breakthrough is imminent. Qatar says it is honored to have played a constructive role in facilitating the talks. Qatar did not facilitate the talks. Israel says it learned about the deal from Truth Social. Hezbollah in southern Lebanon is still getting bombed daily. Axios reports a rift between Netanyahu and Trump. The White House denies it. Trump then posts a photo of himself and Netanyahu. Netanyahu is not in the photo. Oil jumps 3%. Then falls 4%. Trump says the deal is being signed at the request of Pakistan and Field Marshal Syed Asim Munir, who Trump describes as “one of the great generals, maybe the greatest, people are saying.” A senior official says we’re “closer than ever.” A different senior official says “significant gaps remain.” They work in the same office. The next round of talks is scheduled for next weekend. It will also be described as a breakthrough. Qatar thanks Pakistan for its important role and takes credit for the progress.

SPCX has transitioned from an IPOP market and is now live with external pricing. 10x leverage, 24/7, 365.

No, you don't get it. He does not have $1 trillion sitting in cash, it is 99% stock in his companies. To make that wealth liquid would mean selling all that stock which would swiftly destroy *both* the companies (Tesla, SpaceX, others) and the wealth. If he sold it all, he'd end up with maybe $100b max, several hundred thousand people would be out of work, the companies ruined and many of their suppliers also ruined. Okay, but now Elon has $100b in cash, and can "solve the world's problems". $100b divided by the world's 8 billion people is $12 If you were in charge, several of the most innovative industrial companies in the world would be destroyed, hundreds of thousands out of work, and space would again close to human civilization for another generation. But everyone on earth could have one nice meal and you could revel in your altruism.

$HYPE and $USDC deposits via HyperEVM are now supported, Choose Rainbet, Hyperliquid.

Trudeau's transformation into a lesbian is almost complete.

I think you actually have a PhD in gaslighting sir x.com/tristanblcktrnr/status…

Someone just withdrew ~1% of all the ZEC in Zcash’s shielded Orchard pool. Theoretically, Orchard now holds 3.88M ZEC, worth $1.65 Billion. ZEC is up 70% since the bottom caused by the discovery of the Orchard Pool Exploit.

L3Harris just booked a US Army order worth up to $106M for VAMPIRE counter drone systems. The headline belongs to $LHX, but the supply chain tells a second story: the positioning component that aims VAMPIRE's APKWS rocket launcher is the AS-65 gimbal from $EOS.AX, and EOS handles integration and support from Huntsville, Alabama, the same city where L3Harris stood up high volume VAMPIRE production in March. VAMPIRE has logged more than 350,000 operational hours since 2023, built originally as a low cost answer to Russian drones over Ukraine. This order converts a battlefield proven aid program into domestic US Army procurement at scale. Every unit that rolls off the Huntsville line pulls EOS content with it.

IRGC central command: “Strait closed, all ships will now be targeted”

𝘞𝘩𝘺 𝘉𝘭𝘢𝘤𝘬𝘉𝘦𝘳𝘳𝘺 𝘐𝘴 𝘘𝘶𝘪𝘦𝘵𝘭𝘺 𝘉𝘦𝘤𝘰𝘮𝘪𝘯𝘨 𝘵𝘩𝘦 𝘖𝘱𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘚𝘺𝘴𝘵𝘦𝘮 𝘧𝘰𝘳 𝘗𝘩𝘺𝘴𝘪𝘤𝘢𝘭 𝘈𝘐 Nobody wins the robot war by betting on one robot You win by owning the software every robot has to run on. That is QNX 275 million vehicles already powered. Physical AI is next Computing, rotary actuators, linear actuators, vision and sensors, connectivity, battery management, dexterous hands. Dozens of subsystems that all have to perceive, reason and move in perfect coordination, in real time, without a single missed beat. Everybody is staring at the hardware. The actuators, the LiDAR, the tactile sensors, the motors. That is the obvious part. The part almost nobody is pricing in is the layer that makes all of it actually work together. The software foundation. And that is exactly where BlackBerry sits This is not the BlackBerry I threw threw in a drawer. That company is gone. What is left is QNX, a deterministic real time operating system that already runs inside more than 275 million vehicles on the road today. When your car brakes, steers or fires an airbag, there is a real chance QNX is the thing making sure that command executes on time, every time, with zero tolerance for failure. That is the entire game with physical AI. A chatbot can hallucinate and nobody dies. A 150 pound humanoid working next to a human cannot. Determinism and functional safety are not features here. They are the price of admission And the market is finally waking up to what that means. QNX ran its own study across 1,000 robotics developers and the numbers tell the whole story ▫️ 89% said physical AI will be critical to their strategy over the next three years ▫️ 86% of teams currently running general purpose operating systems said they are open to switching platforms The single biggest bottleneck they named was not hardware. It was software architecture and integration. Read that again. The robotics industry just told you the constraint on its own growth is the exact layer BlackBerry has spent two decades perfecting in the most unforgiving environment on earth, the automobile We have watched this pattern before. A company spends years grinding on mission critical infrastructure that nobody talks about, builds an impossible to replace position, and then a new wave of demand crashes directly into the moat they already own. QNX did not pivot into robotics. Robotics walked into QNX. The same need for higher performance compute, more speed and certified safety that drove the software defined vehicle is now driving humanoids, industrial automation and autonomous machines QNX President John Wall said it plainly. The general embedded market is showing the same demands they already mastered in automotive. They are not learning a new business. They are copying and pasting a proven one into a market that is 10 x larger The fundamentals are confirming it. This is the part that separates a real thesis from a meme ▫️ QNX posted record quarterly revenue of $78.7M up 20% YoY with full year QNX revenue up 14% ▫️ Adjusted gross margin sat around 83% ▫️ The royalty backlog, the contracted future revenue already locked in, stands near $950M and it grew faster last year than the company even recognized on its income statement That is the definition of accelerating. The CFO went on record at the Baird conference and called the turnaround complete, describing BlackBerry as a growth company now. Eight straight quarters of improving GAAP net income. Net cash on the balance sheet. Active share buybacks. This is no longer a cash burning story hoping for a miracle. It is a profitable software company with a moat, sitting on top of two structural megatrends at once And the stock has noticed. Shares ran from under 4 dollars in April to roughly 10 dollars in a matter of weeks, hitting fresh 52 week highs. Some of that is momentum and noise, and anyone telling you it goes straight up from here is not being honest with you. There will be volatility. Earnings land June 25th and the market will want real growth, not just a narrative. But the narrative happens to be backed by real backlog, real margins and a real product that already powers a QNX driven humanoid demo on the show floor at Embedded World. Add the new Alloy platform, which management believes can multiply revenue per customer well beyond the old licensing model, and you start to see why the bulls cannot stop talking about it Here is the framing that matters. Most people are trying to figure out which robotics hardware company wins. That is a brutal, capital heavy, winner take few fight. We would rather own the pick and shovel that gets sold to every single one of them regardless of who wins the form factor war. BlackBerry is not betting on a robot. It is betting that all of them need a safe, certified, real time brainstem to run on. The robotics wave is coming whether the market is ready or not So the real question is not whether physical AI is the next trillion dollar frontier. It is who supplies the foundation when it arrives. Are you watching the right layer? As always guys, DYOR RR2 Capital