🚨 The “blowout” jobs report that just killed your rate cut? Misleading.

It was bartenders. 🍺

70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament.

Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯

Look under the hood. 🧵 Do the math. 🧮

Headline: 172K. Leisure & hospitality - World Cup staffing - was 70K of it, vs. a 14K normal pace.

Back out just the abnormal ~56K and you’re at ~116K.

Back out the whole sector and you’re at ~102K - dead on trend.

🚨 The White House just signed a Technology Prosperity Deal with Sweden (May 22, 2026).

Only ONE publicly-traded Swedish pure-play sits at the intersection of EVERY pillar in that MOU:

$SIVE / $SIVEF - Sivers Semiconductors 🔥

Price: SEK 72.90 / SIVEF $7.40+ (recent close)
Market cap: ~$2B+
52-week high: SEK 72.90 (fresh ATH territory)
Northland 2026 Top Pick (PT SEK 8, Outperform)
Potential Nasdaq New York dual listing in motion
MSCI Sweden Small Cap Index inclusion: effective May 29, 2026

🧵Why this is structural, not speculative: $SIVE - The InP supply chain reality most AI investors miss:

Silicon photonics handles routing & modulation.
It CANNOT produce light.

Every AI optical interconnect, every co-packaged optics (CPO) system, every silicon photonic data center stack needs an EXTERNAL Indium Phosphide (InP) laser as the light source.

→ Sub-30% InP wafer yields industry-wide
→ Only 3 scaled Western suppliers: IQE (UK), Coherent (US), Sivers (Sweden)
→ Demand running ahead of available production
→ Sivers is the most concentrated InP pure-play of the three

This is the picks-and-shovels chokepoint in AI photonics.🔥

$AUR - The autonomous trucking platform inflecting NOW.

Price: $7.19
Market cap: ~$12B
52-week range: $3.60 - $8.57
Q1 2026: Record commercial miles
Morgan Stanley PT: $14
TD Cowen PT: $7 (raised from $4.70)

A thread on why this is the AI infrastructure play hiding in plain sight: 👀 What just happened:

→ Q2 2026: Driverless trucks deploying with NO observer
→ 200+ driverless trucks targeted by YE 2026
→ 400% revenue increase projected for 2026
→ McLane (Berkshire Hathaway) partnership for Texas hauls
→ Hirschbach MOU: 500 Aurora Driver-powered trucks
→ Volvo + Aurora Oklahoma City route just launched

This is no longer "if." It's "how fast."

AI’s next bottleneck isn’t compute.

It’s interconnect.🔥

Copper still wins inside the rack. Silicon photonics is the next leg. Glass is what’s coming after.

The trade isn’t one stock -> it’s the entire stack.

5 layers. Wafer to test. Here’s the map.👇 The Light Speed Stack:

Layer 1 -> Wafer (the substrate)

Layer 2 -> Lasers (the light source)

Layer 3 -> Optics (the connectivity)

Layer 4 -> Packaging (the integration)

Layer 5 -> Test (the validation)

Every transceiver going into every AI cluster touches all 5.

Most people only own Layer 3.

Investments for long term 👇

Technology-driven, disruptive companies changing how we do business and live! ✨ $OPEN OPENDOOR

• AI-driven home pricing + instant offers transforming $2T real estate market into a “click-to-sell” experience.

• Data flywheel: more transactions → smarter pricing → better spreads + faster turnover.

• Marketplace model boosts liquidity for both buyers and sellers as adoption scales: more sellers → better comps → faster resale.

• As rates fall and housing liquidity returns, increased volume + modest take-rate expansion could turn Opendoor cash-flow positive faster than most expect.

*BONUS: Stellar new CEO, Founders back on board, total restructuring!

Abolish Central Banks!

(Is it really as radical as it sounds? NO!) 🧵 It is the central banks that cycle it's people through recessions and inflationary periods.

The money supply is always and everywhere a monetary phenomenon.

*Notice that debt levels increase during the recessions.

💡Business Talk💡

Opportunistic times for businesses!

This time period may last for "some time" however this is when companies improve & differentiate, grow market share, expand into new industries, acquire, & new leaders emerge.

Survival of the most adaptable!

#Entrepreneur During these contractive, compressed times, the most adaptable & innovative rise.

Strategic tough decisions

Consolidation through M&A - vertical & horizontal integration

Redistribution

"Healthy" corrections...forces businesses to be their "best".

We all eventually benefit!

Planning to BUY 100 shares of your favorite stock?

Before you do, read this thread on Writing Options. 👇

For educational purposes, I will use $SNOW as an example and
@Barchart
for the options data which is an excellent website for options!
#Optionselling #Options Selling OTM (Out of The Money) Puts (Bullish)

• Receive Premium Today
• If you are "put" the shares your cost basis will be much LOWER
• Expiration depends on your strategy, for me, I generally prefer selling 2-5 wks out for higher premiums so we will look at Dec 16 monthly

Life Changing Habits I would tell my 20 year old self and/or teach my kids now:

Beware, these tips will make you happier, wealthier, and more successful!

Are you ready? 💡Don’t take things personally💡

What people say & do has more to do with them than you so don't take things personally.

The world doesn’t revolve around you.

If you notice, that same person who said “bad things” about you most likely is saying “bad things” about others.

10 Life Changing Habits I would tell my 20 year old self and/or teach my kids now:

Beware, these tips will make you happier, wealthier, and more successful!

Are you ready? 💡Don’t take things personally💡

What people say & do has more to do with them than you so don't take things personally.

The world doesn’t revolve around you.

If you notice, that same person who said “bad things” about you most likely is saying “bad things” about others.

How do Interest Rates Affect the Market?
(Simple version)

1. Rising #interest #rates slow growth. Cost of capital higher!
Slowed growth & lower profits. Some are more sensitive than others depending on their debt, bus models, etc.
Diminished future valuations.
Margins compressed 2. When gov bonds (safer) offer higher yields, why take on more risk (stocks) unless equities offer higher returns?
💫Bonds are more attractive until stock valuations fall!💫
*This is key! Think P/E has to come down for earnings yields to go UP!