To The Moon

🚀📊 $ZETA is quietly setting up for a major operating inflection — and 2026 is where it shows Looking at the operating profit trajectory for Zeta Global Holdings Corp., the story is no longer about hope or narrative. It’s about math finally turning. The chart shows something very specific that growth investors wait years to see: • Deep operating losses through 2022–2023 • Loss compression throughout 2024 • A clear turn into positive operating profit • Then accelerating operating leverage projected into 2026 This is not a one-quarter bounce. It’s a slope change. Why this setup matters Zeta sits at the intersection of AI-driven marketing, first-party data, and enterprise software budgets. For years, the market focused on revenue growth while discounting the losses. Now the equation flips. Onc

🧠📈 $NBIS and the scale of what Arkady is building — the comparison people are missing $NBIS is estimated to generate ~$5B in EBITDA by 2027. Put that number next to history. At its peak, Yandex generated roughly $800M in EBITDA. That comparison alone should force a reset in how this story is framed. Arkady isn’t rebuilding Yandex He’s compressing decades into years. Arkady Volozh spent ~30 years building Yandex into a dominant regional tech platform. It was search, ads, mapping, ride-hailing, and infrastructure — all before modern AI existed. $ NBIS is being built in a completely different era. AI-first economics change the slope What took Yandex decades required: physical offices localized sales gradual data accumulation regional scaling constraints $ NBIS operates with: AI-native product

🧠⚡ Is $IREN really an “overpriced AI wannabe meme stock”? I don’t think so — and the data tells a very different story. First, zoom out before reacting to the pullback. $IREN +3,052% over 3 years 🟢 -19% over the last month 🔴 Short-term price action is noisy. Long-term trajectories reveal intent, execution, and scale. The core misunderstanding around $ IREN Many investors still frame IREN as a Bitcoin proxy or an AI buzzword trade. That’s outdated. Iris Energy is fundamentally a power-first digital infrastructure platform that happens to monetize through Bitcoin today and AI tomorrow. Now let’s break down the mixed signals people are reacting to. Bitcoin earnings are strong — and misunderstood Yes, Bitcoin mining is still a major revenue driver. But the key point isn’t mining margins. It’s

🚨🧠 Elon Musk reveals a Moon-based AI strategy — and it’s far bigger than rockets In a recent interview, Elon Musk outlined a vision that sounds radical — but follows a very specific engineering logic. The Moon, in his view, isn’t about flags or bases. It’s about manufacturing at scale. Musk’s core insight is simple but non-intuitive: the Moon’s biggest advantage isn’t proximity — it’s gravity. Heavy things belong on the Moon According to Musk, the most valuable lunar opportunity is producing mass-heavy components directly on the Moon: solar panels radiators large structural systems These are items where weight dominates cost. Making them on Earth and lifting them out of gravity wells is brutally inefficient. By contrast, chips are light. Those still make sense to manufacture on Earth and s

🔥📊 Dan Ives’ Top 5 AI Tech Stocks for 2026 — and What the Market Is Missing According to Dan Ives, the core investment theme heading into 2026 is clear: the AI revolution will be monetized through hyperscalers, consumer platforms, and enterprise software. Here are his Top 5 AI tech stocks for 2026: 1️⃣ Microsoft ($MSFT) The backbone of enterprise AI. Azure, Copilot, and deep OpenAI integration position Microsoft as the default operating system for AI at scale. 2️⃣ Palantir ($PLTR) The pure-play enterprise AI bet. Ives believes Palantir sits at the center of government and commercial AI deployment and has suggested it could reach a trillion-dollar valuation within two to three years — an aggressive call that continues to divide investors. 3️⃣ Tesla ($TSLA) Not viewed as an automaker in this

🌍🤖 How AI Reshaped 2025 — and Why 2026 Will Be Even More Disruptive AI is no longer a background technology. By 2025, it crossed a threshold — shaping markets, policy, mental health, and jobs at the same time. That convergence is what makes 2026 so consequential. Here’s the real structure behind the noise. First, AI has moved from “tools” to interfaces. Since OpenAI launched ChatGPT in 2022, AI stopped being invisible. Now it sits directly at the entry points of the internet — search, social, shopping, messaging. AI isn’t just powering products. It’s replacing the front door. Second, 2025 was the year AI left the screen. Governments, trade policy, capital markets, and corporate strategy all began reacting to AI as a macro force. In the U.S., Donald Trump made AI a centerpiece of his agenda

🚨💰 SoftBank has now fully funded its $40B investment into OpenAI — and the implications are massive Sources say SoftBank has completed the full $40B capital injection into OpenAI, with the final $22–22.5B tranche paid last week. That closes one of the largest private investments in tech history. Here’s what matters beneath the headline. First, this isn’t incremental funding — it’s balance-sheet scale capital. SoftBank raised $10B via syndicated loans and committed $8B directly, then finished the rest in cash. Post-funding, SoftBank now owns 10%+ of OpenAI. Second, valuation signals confidence, not caution. The deal implies a ~$260B pre-money valuation, agreed as early as February, with capital deployed over 12–24 months. This wasn’t rushed — it was staged, deliberate, and conviction-driven

🚨🔬 ASML quietly featured Tesla’s Cybercab — and the signal matters In a promotional video highlighting its EUV lithography technology, ASML included footage of Tesla’s Cybercab. That detail may look cosmetic. It isn’t. EUV sits at the very top of the semiconductor value chain. Nothing at advanced nodes scales without it. When ASML chooses to visually associate its most advanced manufacturing narrative with autonomy-focused platforms like Cybercab, it reinforces a deeper truth: Autonomy, robotics, and AI aren’t just software problems. They are manufacturing problems at the frontier of precision, yield, and scale. That context matters — especially when the market is already voting. $ASML is up more than 50% year-to-date. This isn’t momentum chasing. It’s recognition that EUV isn’t a cycle —

🚨📈 $TSLA $800 Bull Case｜Dan Ives: 2026 Will Be a “Historic Year” for Autonomy & Robotics Dan Ives just reiterated a bold view: 2026 will be a historic year for $TSLA, driven by autonomy and robotics moving from narrative to execution. The key isn’t hype — it’s timing. Ives’ framework points to multiple vectors aligning at once: • Autonomy shifting from capability to scale • Robotaxi moving toward a repeatable commercial model • Robotics transitioning from concept to early deployment • The market re-framing Tesla from “auto OEM” to AI platform + services That’s why the $800 bull case exists. Once autonomy becomes an operating asset — not an optional feature — valuation math changes. When a vehicle can generate cash flow beyond a single sale, multiples follow. The inflection doesn’t arri

🚨🔥 A major FSD sentiment flip from a long-time Tesla critic A user who has historically been very skeptical of Tesla FSD just reported a dramatic change: ~75 miles driven Zero interventions Described as the smoothest FSD experience so far That contrast matters. He explicitly said v12.x pushed him away — it raised doubts and felt unreliable. What he experienced this time was not incremental improvement, but a clear step change. From a capability standpoint, this is the key signal: FSD no longer looks like a system that might work someday. It increasingly looks like a system that already works — and now needs large-scale validation. That distinction is everything. Once autonomy moves from “can it do it?” to “how fast can it prove reliability at scale?”, the discussion fundamentally changes.