BREAKING: The US DOJ just declared Elon Musk's AI data center a national security asset and blocked an environmental lawsuit against it. The NAACP filed a lawsuit against xAI in April 2026 under the Clean Air Act, alleging the company is operating dozens of gas turbines without the required air permits to power its Colossus 2 data center. The turbines are located in Southaven, Mississippi, just across the state line from the data center in South Memphis, Tennessee. Since the lawsuit was filed, the number of turbines has grown from 27 to 57. xAI says that the turbines are legally exempt from Mississippi air permitting requirements because they are mounted on trailers and classified as temporary mobile equipment. On Monday, the Department of Justice intervened in the case, filing court papers arguing that shutting down the turbines would “threaten American national, economic, and energy security.” The DOJ stated that the power supply supports U.S. military AI operations. Cameron Stanley, the Defense Department’s Chief Digital and AI Officer, submitted a declaration stating that Grok is one of only four AI models currently cleared for mission critical operations across Secret and Top Secret classified government networks, and that it has been used in recent U.S. military operations against Iran. The DOJ, xAI, and the state of Mississippi are jointly asking the court to dismiss the case.

Tesla and SpaceX over the next few months: • June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds. • June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds. • June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds. • End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays. • July 2: Tesla Q2 vehicle and energy storage delivery report. • July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds. • Late July: Tesla Q2 earnings call. • Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company. • 2 trading days after SpaceX's Q2 earnings released: 30% of eligible insider shares unlock (equates to 12% of all outstanding shares). NOTE: Since only about 40% of all outstanding shares are eligible for early release lockups, that 30% above equates to 12% of all outstanding shares. Elon's shares, board member shares, and some others, are subject to an extended lockup of 366 days. Together, the shares subject to these extended lockup restrictions represent 60% of SpaceX's outstanding shares. • August 21: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September 10: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September 25: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September: Indexes rebalance. SpaceX will then have a higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight. • October 2: Tesla Q3 vehicle and energy storage delivery report. • October 12: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • October 26: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • Late October: Tesla Q3 earnings call. • Early-mid November: SpaceX Q3 earnings call. • 2 trading days after SpaceX's Q3 earnings released: 28% of eligible insider shares unlock (equates to 11.2% of all outstanding shares). • December 9: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • December: Indexes rebalance again. SpaceX will then have an even higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight. (The Cursor acquisition will likely affect these lockup percentages slightly)

$RKLB: Just 3 trading days remain before Rocket Lab joins the Nasdaq-100. Every single passive funds tracking the index will soon need to own shares.

SPACEX TO ACQUIRE CURSOR IN $60B ALL-STOCK DEAL $SPCX announced it will acquire Anysphere, the company behind AI coding tool Cursor, in an all-stock transaction valuing Cursor at $60B. Cursor will become a wholly owned SpaceX subsidiary. Expected close: Q3 2026, pending regulatory approvals.

Wow! SpaceX went as high as $228 on Hyperliquid during the night! 👀🚀 $SPCX

SpaceX keeps climbing on Hyperliquid 🚀 $SPCX

The Great Space Corridor

$SPCX 🚀

🚨 SHOCKING: LISA SU’S $1,499 LUNCHBOX ANNIHILATES NVIDIA’S $4K AI BEAST! AMD CEO Lisa Su walked on stage, held a lunchbox sized PC in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU. The chip inside is the AMD Ryzen AI Max 395. It is the first x86 chip where the CPU and GPU share the same pool of memory. Up to 128GB of unified memory. That one design choice is what changes everything. An RTX 5090 gives you 32GB of video memory. A 4090 gives you 24. This box gives you more than three times either of them in a chassis you can carry in a backpack. On DeepSeek R1 inference, AMD's chip beat an Nvidia RTX 5080 by more than 3x. A desktop the size of a thick paperback outrunning a dedicated graphics card that costs over a thousand dollars on a real AI workload. Now do the math on your subscriptions. Claude Code Max is $200 a month. ChatGPT Pro is another $200. Cursor is $20. Gemini is $20. That is $5,280 leaving your account every year before you build a single thing. The 128GB version of this machine starts at around $2,399. At that run rate it pays for itself in under a year and then runs free. Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use. Nothing leaves your machine. Nothing costs per request. No throttling at 3am when you finally have time to build. Lawyers stop worrying about what OpenAI does with their files. Developers stop watching the token counter. Founders stop killing prototypes because the cloud bill scared them off. Private AI just became something a normal person can own.

GOOD NEWS 🇨🇳 China has set a target of 40% penetration for new-energy heavy trucks by 2030, and this massive regulatory push could be a HUGE opportunity for Tesla 🔥 If Tesla gets approval for launching the Semi in China, it could become a major player in one of the fastest-growing electric truck markets in the world 🔥 Domestic Chinese manufacturers are making great strides, but Tesla Semi’s real-world efficiency data is setting a very high bar 🎯 Recent official specs combined with real-world pilot data from ArcBest’s Long Range Semi have set a new benchmark for heavy-duty transport: ⚡ Hardware specs: reported 822 kWh battery pack, 500 miles (805 km) of range, and 1.2 MW peak charging 🔋 ArcBest pilot efficiency: 1.55 kWh per mile 🚚 Daily testing average: 321 miles 🛣️ Terrain conquered: Real-world routes including the 7,200-foot climb over Donner Pass When you line up the available specs of China’s heavyweights against the Semi’s 1.55 kWh/mile ArcBest pilot benchmark, the gap becomes clear 🆒 🇨🇳 Windrose E700: Packs a massive 705 kWh LFP battery and pushes 416 miles (670 km) of range. Its claimed efficiency sits around 1.69 kWh/mile. 🇨🇳 DeepWay 6x4 Star: Utilizes a 600 kWh CATL LFP battery, offering roughly 250 miles (400 km) of range at 49 tons. 🇨🇳 SANY SE882: Equips a record-breaking 882 kWh battery but achieves roughly 354 miles (570 km) of composite operating range, relying heavily on pack capacity to cover distance. 🇺🇸 Tesla Semi: With a reported 822 kWh battery pack and ArcBest’s real-world 1.55 kWh/mile pilot result, it can push roughly 500 miles (805 km) of range on a single charge. Tesla’s ArcBest pilot result is an extremely strong real-world benchmark. Some Chinese competitors, including DeepWay and SANY, appear to need much larger battery packs to achieve lower range, while Windrose is much closer on efficiency 👀 More apples-to-apples testing is still needed, but the Tesla Semi’s range-efficiency combination looks highly competitive if it enters China 💪

Look ma! … No hands! 🤩 Tesla FSD arrives in Belgium! $TSLA #Tesla #FSD #Belgium And during my first drive the car handled a priority vehicle perfectly! @AnnickDeRidder #safetyfirst FSD v14.2.2.6

That was quick! 👀🥳 Tesla FSD update available in Belgium 🤩

SpaceX ... I'm in! ... Let's GO! 🚀 $SPCX

Mijn inschatting van waar de 200 SMA ging uitkomen was een beetje verkeerd, maar de pullback was spot on! Nu terug omhoog met de $SPCX IPO in zicht. $RKLB 7% in de pre-market (ook owv opname in de NASDAQ 100 waarschijnlijk)

I'm 3 for 4 baby! 🤩 $NBIS $RKLB $ALAB

$RKLB up over 10% in overnight trading after joining the Nasdaq-100.

Let the AI wars begin!

🚨 BREAKİNG: Tesla FSD (Supervised) Approved in Belgium. 🇧🇪⚡ Flemish Mobility Minister Annick De Ridder has officially greenlit Tesla’s Full Self-Driving (Supervised) today, following the successful completion of the required 5,000 km of public road testing. A major win for autonomous driving in Europe. Belgium joins the front line of innovation. The dominos are falling. #Tesla #FSD #Belgium #AutonomousDriving