Announcing: An acoustic set with Toca Rivera plus very special guest Gregory Page – November 27 in Red Bank, NJ at Count Basie Center for the Arts. Fan pre-sale begins Wed, Aug 15 at 10am EDT. Visit for tickets & more info.

Conviction 2026 welcomes back Johan Nyvene – Chairman, HSC Securities. Beside leading a top-tier investment bank and securities brokerage in Vietnam - HSC Securities, Johan is also a board member of other listed companies and serves as an advisor to several startups and fintech companies. Johan has spoken at many events both inside and outside of Vietnam, with topics ranging from traditional finance and Vietnam's securities markets to Fintech and DeFi. Following his participation in Conviction 2025 panel "HCMC - The Financial Hub of Tomorrow" which explored how Ho Chi Minh City can evolve into an international financial centre with digital assets and fintech as key growth drivers, he returns to Conviction 2026 with valuable insights into the latest progress in Vietnam's digital asset market. Join Conviction 2026 and stay tuned for insights from HSC's Chairman! --- 👉 Grab your Early Bird tickets now to unlock exclusive insights from top-tier speakers at Conviction 2026: 👉 Register now for Conviction 2026 & Claim your exclusive Ivy NFT: The Largest National Digital Asset & AI Event in Vietnam 📍 Location: Ho Chi Minh City, Vietnam 📅 Date: August 14–15, 2026 🌐 Website:

Second show added due to overwhelming demand! Join me & Toca Rivera this Nov 27 & 28 in Red Bank, NJ at Count Basie Center. Tickets on sale now:

JUST IN: INNIO HOLDING JUST FILED FOR ITS IPO The European power generation company is listing on Nasdaq under $INIO. The financials: - FY 2025 net sales: $2.64 billion - FY 2025 net income: $141.8 million - Q1 2026 revenue: $668.6 million - Q1 2026 net loss: $9 million Deal structure: - Ticker: $INIO (Nasdaq) - Converting to a Dutch public company and changing name to INNIO N.V. before IPO close - AI Alpine (an Advent International entity) remains principal shareholder and is selling in the IPO - Pricing terms not yet disclosed Underwriters (heavy slate): - Lead: Goldman Sachs, JPMorgan, Morgan Stanley, BofA, Barclays, Citigroup, UniCredit - Co-managers: Baird, BNP Paribas, Deutsche Bank, RBC, UBS, Credit Agricole, Erste Group, Drexel Hamilton, Academy Securities

1,000+ tradable stocks & ETFs on StableStock. And counting… Today's newly added names are now live — here are 6 highlights from a much longer list. - 2X Long GEV Daily ETF ( $GEVG) 2x daily leveraged exposure to GE Vernova — the AI power infrastructure play. - Vanguard Total Stock Market ETF ( $VTI) The simplest way to own all of America — 3,500+ US stocks in one ticker. - eBay ( $EBAY) Asset-light e-commerce giant, now in the spotlight after GameStop's $ 56B acquisition proposal. - New China Life Insurance ($01336) A leading mainland life insurer — a leveraged proxy on China reflation. - China CITIC Bank ($00998) State-backed commercial bank with high payout ratio — a defensive income play. - CSOP FTSE Hong Kong Equity ($03443) One ticker, full exposure to HK's blue chips and internet giants (Tencent, HSBC, Meituan). From leveraged AI energy to broad US market, from China financials to HK blue chips — and many more newly listed names in-app. Trade them all with stablecoins on StableStock.

📈 US Market Pre-Market Intelligence | June 3, 2026 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Sources: CNBC · Benzinga · StockTwits · The Motley Fool · TheStreet Pro · Reuters · Bloomberg · LSEG · FTSE Russell · · Yahoo Finance · The Globe and Mail Data window: Past 24h (priority: past 12h) ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【Market Snapshot】 • S&P 500 Futures: -0.3% | Nasdaq futures: +0.4% • VIX: 15.77 (1-year low, neutral-low) • Fear & Greed: 66 (Greed zone) • WTI Crude: ~$93/barrel (Iran tensions supporting) • Dollar Index: DXY 107.2 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 1: TOP NEWS — TECH/AI/SEMICONDUCTOR】 🔥 Jensen Huang at GTC Taipei (June 2-3, 2026): The Single Biggest Catalyst ━━━━━━━━━━━━━━━━━━━━ Source: The Motley Fool · StockTwits · Bloomberg · Reuters · Yahoo Finance · BigGo Finance · Times of India · DataCenterNews Asia 1. MRVL +32.5% Tuesday → all-time high. Huang on stage: "Matt [Murrett] is building the next trillion-dollar company." MRVL premarket today: +22%. → Custom AI chips (non-NVDA) = the new AI alpha. Gary Black (top Tesla/tech fund manager): "Broadcom and Marvell are the big winners as focus shifts to custom AI ASICs." 2. AVGO + Broadcom: Hit 52-week high alongside MRVL. Custom AI networking/DPU chips gaining enterprise share. Gary Black: AVGO is a "big winner" in the custom chip shift. 3. HPE Hewlett Packard Enterprise: Hit 52-week high premarket. Analyst (StockTwits): "AI-driven quarter — shares deserve a higher multiple." Aruba/AI infrastructure backlog strong. 4. NVIDIA Vera Rubin platform: Full production announced at GTC Taipei today (June 3). Next-gen AI data center GPU. NVDA stock slightly lower premarket (-0.5%) as markets digest the rally in competitors MRVL/AVGO. 5. TSMC ADR hit record high +2.5%. Deepened NVIDIA partnership confirmed at GTC Taipei. Philadelphia Semiconductor Index (SOX) surged 5.9% to all-time peak — biggest single-day move in 2026. 6. IPG Photonics, MACOM, Amkor: All skyrocketed after Huang's GTC Taipei keynote. AI photonics + advanced packaging = next bottleneck. 7. Trump Executive Order: Government gets early access to advanced AI models. StockTwits called it "pro-AI infrastructure" signal. Microsoft + NVIDIA partnership: RTX Spark + Vera CPU for Windows AI laptops. Build 2026 event this week. 8. MU Micron: UBS upgraded to $1625 target — more than 100% upside. HBM memory demand = structural supercycle. ⚠️ Warning Signal: Michael Burry (The Big Short): AI chip rally is within 7% of 2000 dot-com bubble peak. Chart suggests caution on AI momentum names. Retail vs. institutional positioning diverging. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 2: RETAIL SENTIMENT — STOCKTWITS/TRADINGVIEW/WALLSTREETBETS】 Source: StockTwits · TradingView News · TheStreet Pro · Yahoo Finance ━━━━━━━━━━━━━━━━━━━━ 📊 Most-discussed tickers by retail (past 24h): • MRVL: Trending #1# on StockTwits. Retail piling in after Huang shoutout. Bullish comments dominate. "MRVL to $200" comments everywhere. • AVGO: Custom chip theme driving retail interest. "This is the NVDA of 2026" sentiment growing. • ASTS (AST SpaceMobile): Snapped 2-day losing streak. Top execs buying shares = vote of confidence. SpaceX IPO buzz creating turbulence but long-term thesis intact. Retail mostly bullish. • RKLB / LUNR / RDW: Slipping on SpaceX IPO speculation. Bears say SpaceX could cannibalize launch demand. Bulls watching. • META: Retail sees buying opportunity. Stock still trails Mag 7 peers despite new subscriptions + layoffs + cloud plans. "META cheap vs. GOOGL/AMZN" sentiment. • TSLA: Dips on SpaceX merger rumors. Retail influencer: "Bull case adds $450B to valuation." SpaceX IPO terms uncertainty weighing. • INTC Intel: Surprising surge today. Investors asking "why is Intel surging?" AI PC + foundry turnaround narrative returning. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 3: MARKET THEMES — AI ROTATION + SMALL CAP BREAKOUT】 Source: The Globe and Mail · 247WallSt · Benzinga · AInvest · TheStreet Pro · LSEG ━━━━━━━━━━━━━━━━━━━━ 🚀 AI Money Rotating from Mega-Cap → Small/Mid Cap: • Small caps are AI's big winners in 2026 (The Globe and Mail, Reuters, 10 hours ago) • Russell 2000 small-cap value has beaten growth by 9 percentage points YTD • Something rare is driving the Russell 2000 — and AI is the answer (Benzinga) • AI exuberance rotating into small caps amid sticky inflation (ActionForex) • IWM, VTWO, URTH all flashing strong buy signals (MarketsHost) 📊 Russell 2000 reconstitution underway (FTSE Russell, May 22 announcement): Total US equity market cap in Russell 3000 reached $75.6 trillion — 29% increase from prior year. Major index changes creating volatility + opportunities. 💰 Sector rotation: Energy (oil $93, Iran) + AI semis + small-cap value = today's leadership. Defensive sectors (utilities, consumer staples) outflowing. ⚡ Middle East: Oil supported at $90-95 range. US-Iran tensions escalating (missiles launched toward Kuwait/Bahrain per fxstreet). Energy stocks (XOM, CVX) get tailwind. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 4: KEY STOCKS — PREMIER DATA FROM AUTHORITATIVE SOURCES】 Source: StockTwits · The Motley Fool · Yahoo Finance · Benzinga · TheStreet Pro ━━━━━━━━━━━━━━━━━━━━ 🔥 MRVL — Marvell Technology Price: ~$140+ (premarket +22%) | 52-week HIGH Catalyst: Jensen Huang at GTC Taipei: "next trillion-dollar company" Analyst: Gary Black — "big winner" in custom AI chip theme Analyst: Morgan Stanley sees $120+ target Narrative: AI custom ASIC for cloud. Google's TPUSnake, Amazon's Trainium = MRVL customers. Data center custom silicon = secular trend. Risk: Rich valuation. PS 20x. Momentum + Huang boost = near-term overbought. 📊 AVGO — Broadcom Price: ~$220+ | 52-week HIGH Catalyst: Custom AI networking chips + VMware synergy Narrative: #2# AI chip play after NVDA. Custom DPUs + networking for AI data centers. Gary Black: "big winner" alongside MRVL Risk: Valuation already pricing in strong growth 🚀 HPE — Hewlett Packard Enterprise Price: premarket +strong | 52-week HIGH Catalyst: AI-driven quarter beat. Aruba networking + GreenLake AI services. Analyst quote (StockTwits): "AI quarter — shares deserve higher multiple" Narrative: AI infrastructure + edge computing + hybrid cloud = multi-year growth Risk: Competition from Dell/Arista in AI networking 💡 TSMC — Taiwan Semiconductor ADR Price: $446.69 (+2.5% record high) Catalyst: NVIDIA partnership deepened at GTC Taipei. Advanced node capacity = structural moat. Narrative: Foundry king. AI compute demand = capacity fully booked for 2026-2027 Risk: Taiwan geopolitical risk premium always present ⚡ IPG Photonics / MACOM / Amkor Price: all skyrocketed after GTC Taipei keynote Catalyst: AI photonics (laser/optical interconnect) + advanced packaging (Amkor = chiplet packaging) Narrative: AI hardware bottleneck shifting from compute → interconnect + packaging Risk: Volatile momentum names ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 5: SMALL-CAP US ALPHA 🔍】 Serenity Framework: Demand → Earnings → Small-Cap Elasticity → Verification ━━━━━━━━━━━━━━━━━━━━ 📌 IWM — iShares Russell 2000 ETF | Small-Cap Core Trigger: Russell 2000 hit strong buy signals; small-cap value beating growth by 9pts YTD; AI rotation into small caps confirmed (The Globe and Mail) Elasticity: Russell 2000 constituents with AI exposure = leverage to sector rotation Verification: FTSE Russell reconstitution underway; IWM options volume surging Catalyst: ADP jobs data today; Fed speakers this week; Russell reconstitution culminates end of June Risk: Rate sensitivity if jobs data hot → delay Fed cuts → small caps hurt 📌 FLNC — Fluence Energy | AI Data Center Cooling Trigger: Jensen Huang GTC keynote emphasized AI data center infrastructure at scale. Cooling/power = next bottleneck as compute density explodes. Elasticity: AI data centers need liquid cooling at scale — FLNC is leader in modular battery/cooling systems Verification: Stock up strongly post-GTC keynote. Institutional buying volume rising. Catalyst: Next earnings — watch backlog. If backlog grows >40% YoY = confirm supercycle thesis. Risk: Competition from Schneider Electric / Vertiv 📌 SOXL — Direxion Daily Semiconductor Bull 3X Trigger: Philadelphia Semiconductor Index +5.9% to all-time high. TSMC record. MRVL +32%. AI chip theme = institutional inflow. Elasticity: 3x leveraged ETF = amplified move in semiconductor sector Verification: SOXL options activity spiking. Retail interest elevated (StockTwits trending). Catalyst: Any NVIDIA/AMD/MU earnings beat = SOXL pops 5-8% same day Risk: 3x leverage = decay risk. Only for short-term tactical use. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 6: MACRO + MARKET STRUCTURE】 Source: Bloomberg · Reuters · fxstreet · LSEG · FTSE Russell ━━━━━━━━━━━━━━━━━━━━ 📅 Today's Key Events (June 3, 2026): • ADP Private Sector Employment (May) — consensus: +180K • ISM Services PMI (May) — flash PMI showed expansion, services follow-up • EIA Weekly Crude Inventory • Fed speakers: likely to maintain data-dependent stance • GTC Taipei keynote continues (NVIDIA ecosystem announcements) ⚠️ Key Risks: 1. Iran/Middle East escalation → oil spike >$95 → inflation risk → Fed hawkish 2. AI chip rally froth (Burry warning) → sector could see sharp 5-10% correction 3. SpaceX/OpenAI/Anthropic IPO timeline: Standard Chartered warns "market oxygen being sucked out" when these hit 4. Tariff fatigue: Section 301 tariffs on 60 economies (forced labor) could hit supply chains 5. MU/TSMC: Any supply disruption from Taiwan Strait tension = semiconductor sector crash ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【SECTION 7: INSTITUTIONAL FLOWS】 Source: LSEG · FTSE Russell · Bloomberg ━━━━━━━━━━━━━━━━━━━━ • AI/Infrastructure: MRVL, AVGO, HPE, TSM — HEAVY institutional accumulation • Energy: XOM, CVX — inflows on oil geopolitics premium • Small-cap value: IWM, VTWO — first real institutional rotation signal of 2026 • Outflows: Utilities (XLU), Consumer Staples (XLP), REITs — rate sensitivity • Crypto/Fintech: COIN, SQ — mixed; Bitcoin holding $95K support ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【INVESTMENT SUMMARY — 3 Scenarios】 🔵 Bull Case: AI custom chip theme continues → MRVL/AVGO/TSM lead → small caps catch fire → Russell 2000 breaks out → IWM $250+ Catalyst: MU earnings beat, AMD data center beat, ADP jobs soft (Fed cuts priced in) 🔴 Bear Case: Burry warning correct → AI chip rally peaks → MRVL/AVGO reverse → Nasdaq -3% correction Catalyst: Strong ADP + hot inflation → rate cut timeline pushed out → small caps get crushed 🟡 Base Case: AI infrastructure secular bull → semis consolidate at high level → small caps rotate in/out in tranches → VIX stays 15-18 Catalyst: No major catalyst → range-bound S&P 500 with sector divergence ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ⚠️ Disclaimer: This content is for informational purposes only and does not constitute investment advice. Data sourced from public English-language financial media (CNBC, Bloomberg, Reuters, StockTwits, Benzinga, The Motley Fool, TheStreet, LSEG). Historical performance does not guarantee future results. Consult a licensed financial advisor before investing.

I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President. The distance is my best work. I am the reason these events are unrelated. World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence. Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated. Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated. Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated. Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated. Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard. On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well. The team page lists 3 Witkoffs. All 3 are Co-Founders. Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial. His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded. The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency. Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name. On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio. Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job. 600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access. A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25. My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper. The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family. I am the reason these events are unrelated.