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Trump Just Killed The AI Law 💀
You're Not Anonymous Anymore 🤫
Up 33% Overnight. Here's Why. 🚀
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Trump Just Killed The AI Law 💀
Trump was supposed to sign a new AI executive order on Thursday. CEOs were invited. Cameras were ready. Then he didn't.
His reason? He didn't like parts of it and didn't want anything slowing down America's lead over China in the AI race.
"I don't want to do anything that's going to get in the way of that lead," Trump told reporters from the Oval Office.
So what was actually in the order?
According to Reuters, it would have created a voluntary framework requiring AI developers to check in with the U.S. government before releasing advanced models publicly. Think of it like a "heads up" system, not a hard stop.
But tech industry players weren't having it.
Semafor reported the pause came after pressure from Mark Zuckerberg, Elon Musk, and former Trump AI adviser David Sacks. Musk denied knowing what was in the order, saying on X that "the President only spoke to me after declining to sign."
Make of that what you will.
The concern from the industry is simple: any requirement to slow model rollouts, or tweak how models behave for security reasons, hits the bottom line. Friction equals lost revenue.
The order also reportedly included a directive to use advanced AI to bolster cybersecurity defences for government systems and critical sectors like banks and hospitals.
That part sounds less controversial. So whatever Zuck and Elon didn't like, it probably wasn't the "protect hospitals from hackers" bit.
Meanwhile, Anthropic is having a rough week.
The Pentagon is reportedly shopping around for alternatives to Anthropic's Claude, testing models from OpenAI and Google as it looks to cut its reliance on the company. Under Secretary Emil Michael said talks with Anthropic have stopped entirely.
This comes after Anthropic unveiled Claude Mythos Preview last month, its most powerful model yet, which raised global concerns about its ability to find exploitable vulnerabilities in software.
Being too capable is apparently its own kind of problem.
TL;DR
Trump postponed signing an AI executive order at the last minute, citing concerns it could slow the U.S.'s edge over China
The order would have created a voluntary check-in process between AI developers and the government before releasing new models
Zuckerberg, Musk, and David Sacks reportedly pushed back on the order; Musk denies knowing the contents
Tech companies fear the provisions could delay launches and dent profits
The order also included AI-powered cybersecurity upgrades for government and critical infrastructure
The Pentagon is now shopping for Claude alternatives, testing OpenAI and Google models as its relationship with Anthropic breaks down
Daily Bull Run Premium+ 🐂
The Fed is about to blink. Most people will find out too late.
There's a mortgage REIT quietly printing a 13% yield right now, covering its dividend at 109%, with four straight quarters of spread improvement and a $106B portfolio that keeps growing.
Not a speculative bet. Not a yield trap. A platform backed by U.S. government securities that Google-scale institutions trust with billions.
The spread has grown 161% year-over-year. Financing costs are falling. And if the Fed cuts rates in H2 2026 like most people expect, this thing re-rates hard.
The stock is already trading at a 9% premium to book. Its biggest rival is at 15%. There's still a window here, but it closes the moment the Fed moves.
In today's Premium deep dive we break down:
Why the 13% yield is safer than it looks
How it stacks up against its closest rivals on valuation
The one inflation risk that could flip the whole thesis
Exactly what to watch before the next Fed decision
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You're Not Anonymous Anymore 🤫
Meta just built a Reddit clone. Sort of.
Facebook quietly launched Forum. A standalone app that takes Facebook Groups and turns them into something actually worth using.
Think Reddit meets Discord, but with Zuckerberg's fingerprints on it.
Here's what it does:
Shows you only posts from groups you follow. No ads. No algorithm slop. No aunt sharing a minion meme.
Lets you post anonymously (well, sort of — more on that)
Has an AI-powered search that pulls answers from across all your groups
Asks you your interests on signup and curates content accordingly
The "anonymous" angle is a bit of a stretch though.
Admins can still see your real identity. So anonymous to other users, not to the people running the room. Keep that in mind before you go full unfiltered in a conspiracy theory group.
This isn't Meta's first rodeo here. They tried a similar app called Groups back in 2017 and killed it. Now it's back, presumably because Reddit's $9B valuation made someone in Menlo Park very uncomfortable.
The real play? Meta wants to own the "interest-based community" space that Reddit and Discord currently dominate — and pull users back into the Facebook ecosystem with something that doesn't feel like Facebook.
Bold move. We'll see if it lands.
TL;DR
Meta launched Forum, a standalone app built around Facebook Groups
It strips out ads and algorithmic noise — you only see content from groups you follow
Anonymous posting is available, but group admins can still see your real identity
An AI search function lets you query content across all your groups at once
It's a direct shot at Reddit and Discord's niche community model
Meta tried this before in 2017 and shut it down — this is round two
Up 33% Overnight. Here's Why. 🚀
The Commerce Department dropped a batch of proposed funding awards under the CHIPS and Science Act, and quantum computing stocks absolutely lost their minds.
IBM, Rigetti, D-Wave, Infleqtion, and IonQ all surged between 12% and 33% in a single session.
And Friday's premarket suggested the party wasn't over:
IBM $IBM ( ▲ 0.34% ) +3.6%
GlobalFoundries $GFS ( ▲ 5.27% ) +4.5%
D-Wave $QBTS ( ▲ 14.22% ) +5.9%
Rigetti $RGTI ( ▲ 19.87% ) +7.5%
Infleqtion $INFQ ( ▲ 11.22% ) +7.8%
Here's the reality check though.
Most of these names are still underwater or barely breaking even for the year, carrying heavy short interest and profitability grades that look like a bad report card.
Ticker | YTD | Short Interest | Profitability |
|---|---|---|---|
IONQ | +31.3% | 22.4% | D- |
QUBT | +11.2% | 26.4% | D+ |
RGTI | -0.5% | 15.2% | D- |
QBTS | -1.6% | 14.2% | D |
LAES | -13.5% | 9.3% | D- |
IBM | -14.6% | 2.4% | A+ |
ARQQ | -24.8% | 7.8% | F |
INFQ | -5.7% | 1.9% | — |
GFS | +132.96% | 1.81% | B+ |
The outlier? GlobalFoundries $GFS ( ▲ 5.27% ) is up 133% YTD and actually profitable. Bit different from the pack.
The Defiance Quantum ETF $QTUM ( ▲ 2.75% ) is up 36.2% YTD if you'd rather spread the risk than pick winners.
So what's the catch?
Rigetti and Arqit both carry "Strong Sell" Quant Ratings. The sector has no clear timeline for real enterprise adoption, and "government funding proposed" is doing a lot of heavy lifting in that headline.
Speculation isn't a bad thing. But knowing you're speculating is half the battle.
TL;DR
Quantum computing stocks surged 12–33% Thursday on proposed CHIPS Act funding awards
Friday premarket gains of 3–8% suggested the momentum was continuing
Most names are still YTD negative with high short interest and D-range profitability grades
IBM is the rare exception with an A+ profitability grade (still down 14.6% YTD though)
GlobalFoundries is the stealth winner: +133% YTD with actual profits
RGTI and ARQQ carry "Strong Sell" ratings — this sector is still firmly in speculative territory
1. Ride the Momentum Window
Quantum stocks just got a government-backed catalyst. That kind of funding news doesn't fade in a day — it gives a sector legs for days or even weeks as more investors pile in.
📌 Action: Consider a small position in $QTUM ( ▲ 2.75% ) (Defiance Quantum ETF) to capture broad sector momentum without betting on a single name. It's already up 36.2% YTD and diversifies your risk across the space.
2. Back the One That Actually Makes Money
Everyone's piling into the speculative names. But $GFS ( ▲ 5.27% ) (GlobalFoundries) is up 133% YTD, has a B+ profitability grade, and just confirmed a CHIPS Act funding award. It's the rare quantum-adjacent play that isn't burning cash.
📌 Action: Add $GFS ( ▲ 5.27% ) as a higher-conviction position. It gives you exposure to the domestic chip manufacturing boom with real fundamentals behind it.
3. Use IBM as Your Safe Seat on the Rocket
$IBM ( ▲ 0.34% ) has an A+ profitability grade, only 2.4% short interest, and is still down 14.6% YTD. That's a quality company that hasn't fully repriced yet.
📌 Action: A position in $IBM ( ▲ 0.34% ) lets you play the quantum theme without the D-grade balance sheets. Lower risk, still leveraged to the same catalyst.