Nick Johnson @nickforce

The things that actually create 10x outcomes for normal businesses: 1) New offer/pricing 2) New acquisition channels/formats 3) Time That’s about it. Everything else is good & additive, but those are the big guns.

JUNE '26 TOP OPPS June was a solid month with the standout being the $SPCX ipo for a series of incredible opportunities both long and short. Some of the hot themes have since seemed to slow down and a lot of the prior euphoria is starting to abate. As always these monthly opps are dissected in detail as part of my course. 6/1 $USO 6/5 $QNT $META 6/8 $INTC 6/9 $USO / market 6/11 $SNDK *** $SPCX *** $XBI 6/25 $CBRS $STRC

Today the $SMH saw an intraday bounce from the 🟣ceasefire ⚓️VWAP The market doesn't care what I want Here is what I want from the $SMH before it can experience a stronger bounce: Undercut of the 6/9 low (green circle) of 554.66 and come down to the 🟢⚓️VWAP from the YTD low Then I would watch the intraday action closely for signs of strength The market doesn't care what I want

Finish something. Anything. Stop researching, planning, and preparing to do the work and just do the work. It doesn’t matter how good or how bad it is. You don’t need to set the world on fire with your first try. You just need to prove to yourself that you have what it takes to produce something. There are no artists, athletes, entrepreneurs, or scientists who became great by half-finishing their work. Stop debating what you should make and just make something.

The market is an auction, price is a temporary agreement between participants w different timeframes, information, & mandates. It was never about you. Your nervous system disagrees. That’s the work. #tradingpsychology

Saylor's $MSTR filing for selling (I will never sell) #Bitcoin came yesterday morning and the price dropped right to the VWAP from the YTD low before a beautiful bounce occurred Micron $MU reported record and shockingly strong earnings on 6/24, the next day it gapped up and hit $1.255, today (7 days later) it closed at 938 down 25% from that euphoric move. $SPCX was "supposed to soar" on the Nasdaq 100 inclusion, instead it is lower. moral of the story, listen to the price action, not conventional wisdom Only Price Pays

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Today, we're adding 21 new flagship voices to Grok via API. x.ai/news/new-flags…

We are now @SpaceXAI.

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise. Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product. As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.” Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged. This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals. Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer. As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

Palantir @PalantirTech

a week ago

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the

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Use VMs with Grok Build preinstalled with one click

DigitalOcean @digitalocean

3 weeks ago

.@grok Build is on DigitalOcean Marketplace. 🆕☁️🤖 SSH in. Run grok. Build. @xai's coding agent, pre-configured on DigitalOcean Serverless Inference.

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Introducing /goal in Grok Build. Execute long-running tasks autonomously, with multiple rounds of subagents implementing and verifying a single goal.

Every account includes a free phone number to get started. We're launching today in beta: Try it now → console.x.ai/voice/agents Read more → x.ai/news/grok-voic…

You can now connect Grok to Interactive Brokers, delivering high quality, up-to-date information on your portfolio

Interactive Brokers @IBKR

3 weeks ago

Interactive Brokers integrates with Grok. Research investments and analyze your portfolio using AI. AI informs. Approve every trade. IBLLC Member SIPC. AI integrations provided by 3rd parties. IBKR does not verify content generated by AI platforms.

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You can now use your SuperGrok and X subscriptions inside T3code

Introducing Voice Agent Builder: a no-code platform to create human-like voice agents with Grok Voice. Available today at $0.05 / min. x.ai/voice

Grok Build is now installed in Railway sandboxes

Railway @Railway

a week ago

Grok Build from @xai is now available in Railway sandboxes Run `ssh [email protected]` in your terminal and try it out

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I will be recording a Q&A about anything market related with @RichardMoglen tomorrow for their annual @TraderLion conference. Do you have any questions you want answered? Submit below

I will take that as a compliment

Questions about trend alignment, 5 day MA, VWAP strategies? 👇👇

Richard Moglen @RichardMoglen

a week ago

For the @TraderLion Conference I'll be doing a Q&A with Brian Shannon @alphatrends What questions do you have for him? 👇 Give me your top 3 🧐

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When emotional attachment increases, perception narrows. Anxiety narrows the visual field (literal tunnel vision) and biases attention toward threat-relevant stimuli. This is not simply my opinion. It is well-documented in psychological and neuroscience research. And it has profound implications for traders. One of many impictions is the role it plays in confirmation bias. Specially, how emotional attachment leads to confirmation bias. Confirmation bias = overemphasizing existing beliefs & ignoring or minimizing new info. You stop trading what’s actually happening & start trading your own Inner Market and your need to be right. If this post is helpful, R/T, follow, like, and BOOKMARK this post. #tradingmindset #tradingpsychology $ES_F $NQ_F $QQQ $SPY