🌟Gabriel left #OpenAI# just three months ago and already launched Energy. On the surface it’s another AI assistant, dig deeper and AI is finally moving from “can talk” to “can actually get shit done.”💡 🤯Less than 0.1% of people use AI across their full workflow. It’s not the models. The real bottleneck is the broken interface and execution chain. 🧐At DA we believe the next stage isn’t bigger models, it’s who can make complex workflows run more stably and with lower friction. We’re building long-term memory, verifiable execution, and reliable decision consensus so Agents become real digital coworkers, not tools that forget everything after a restart. 👀Energy shipping fast is a solid “value first” move. What’s the biggest blocker for people fully embracing AI Agents, trust, habits, or the products themselves? #AIAgent# #DeAgentAI# #AIA# #EnergyAI#

In this interview with Reuters, our CEO Boris Schucht called for more certainty in the European Union over its approach to Russian #nuclear# fuel. Boris said it was difficult to make investment decisions when it was still unclear of the role Russia would play as a supplier in the long term. This was ultimately a decision for policymakers, he said, but greater clarity on the implementation of REPowerEU and the future role of Russian nuclear fuel would send a clear signal to the market. The US and UK have already taken legislative steps to reduce reliance on Russian uranium in the nuclear fuel supply chain by 2028. More here: #EnergySecurity# #EnergyIndependence# #Nuclear# #Energy#

America’s industrial decline was a choice. Reversing it is, too. First Solar CEO Mark Widmar's new op-ed in @RealClearEnergy compares two solar technologies over the same decade against the same adversary — crystalline silicon, which was lost to a state-backed Chinese buildout; and CdTe thin film, which remained in American hands through deliberate choices on IP, manufacturing, and supply chains. The lesson for critical minerals, batteries, and semiconductors: structural advantages compound. So do dependencies. The on-off switch for American industry stays in American hands if we choose to keep it here. Read the full piece: #FirstSolar# #AmericasSolarCompany# #AmericanManufacturing# #EnergyIndependence# #IndustrialPolicy# #MadeInAmerica#

DRONE VOLT (Euronext Paris: ALDRV) announced a new UK grid infrastructure project with AMPACIMON tied to National Grid’s Dynamic Line Rating (DLR) rollout across 360 miles of high-voltage transmission lines. 🔹 Drone Volt will utilize its specialized LineDrone platform to install sensors directly on live high-voltage power lines without requiring grid shutdowns 🔹 The project supports modernization of electrical infrastructure and greater integration of renewable energy across the grid 🔹 Management views the partnership as an important step in expanding Drone Volt’s international Drone-as-a-Service (DaaS) business and exporting its specialized aerial robotics expertise globally Drone Volt recently participated in the WTR Insights Conference. The replay is available on demand, and additional Drone Volt research is accessible on the WTR platform. check out John Roy, Ph.D.'s full report for more! $ALDRV #Drones# #Robotics# #EnergyInfrastructure# #GridModernization# #RenewableEnergy# #Automation# #Technology# #SmallCap# #Stocks# #Investing# #WaterTowerResearch# @drone_volt

Q1 2026 Shareholder Update We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1. That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi. Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America. As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI. Automotive – Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future – More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China – Began deliveries of Cybertruck in the UAE – Volume production of Cybercab & Tesla Semi this year Energy Generation & Storage – Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year – We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York Robotics – Preparations for our first large-scale Optimus factory will begin shortly in Q2. First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year) AI Training Compute – Cortex 2 is now online & has started running training workloads – Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services – Continuing with custom silicon development (Dojo 3) to reduce training cost over time Battery – Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas – Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin Other Supporting Infrastructure – Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3) – Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal – Over 2,200 new Supercharger stalls, growing the network 19% YoY AI Software – FSD 14.3 launched in April – Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!) This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles – Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots AI Inference Compute – Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply – Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration – Completed final chip design of AI5 (our next-gen inference processor) in April Automotive & Other Software – Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more Robotaxi – Paid Robotaxi miles doubled sequentially in Q1 – Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time – Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority – Expanded unsupervised ops in Austin & launched in Dallas & Houston in April FSD Supervised – Record net new FSD subscriptions in Q1 – Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries – Continuing to make progress on approval in China Automotive Services – Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers

I’d rather invest behind a CEO who is too optimistic than one who isn’t optimistic enough. That matters more than most people realize… Investing in Elon has never been easy. He can be late. He can say crazy shit. His timelines can be brutal. Elon even has admitted it himself. On Tesla’s Q3 2023 earnings call, while talking about FSD: “Obviously in the past, I’ve been overly optimistic about this.” But the thing is… being late is NOT the same as never. Cybertruck was unveiled on November 21, 2019. Tesla originally talked about production starting in 2021. The first customer Cybertrucks were delivered November 30, 2023. Yes, he was late… but it shipped. Him and the Tesla team delivered. Starship was late too. Then on April 20, 2023, SpaceX launched the first fully integrated Starship, the largest and most powerful rocket system ever built my humans. See, that’s the trade. The cost of extreme optimism is that sometimes you have to wait. The cost of pessimism is that the impossible thing may never even get attempted. You need someone crazy enough to believe the future can exist before the rest of the world can see it. And that’s why time is your best friend as an investor. Time is the ultimate currency. Ron Baron, who I consider the GOAT, invested roughly $380 million into Tesla between 2014 and 2016. For years, nothing spectacular happened. Imagine having hundreds of $ millions of dollars sitting in one investment while everyone around you keeps asking what the fuck you’re doing. He waited patiently and his philosophy says everything: “We’re investors in people, for the long term.” Warren Buffett made essentially the same point decades ago. In his 1991 shareholder letter, he described the stock market as a relocation center where money moves from the active to the patient. Think about that for a second… People constantly clicking buy and sell are often transferring their money to the people who have the conviction to simply sit on their hands. Elon gave similar investing advice in 2022: Buy stock in companies whose products and services you believe in. Sell only when you believe those products and services are getting worse. Don’t panic because the market panics. That’s how I look at Tesla. I don’t see $TSLA as a ticker flashing red or green on my phone. Or me making $ millions or losing $ millions. I own part of a real business. Factories. Cars. Energy. AI. Robots. Autonomy. And through all the missed timelines, noise, controversy, and volatility, Elon has never let me down on the one thing that matters most to me. He delivers. Maybe not when everyone wants him to… But he absolutely delivers. So my thesis is actually pretty simple. You can choose: 1/ The CEO who never misses a date, never says anything wild, and never attempts anything that looks impossible. Or… 2/ The CEO who tries to build the future… and you give him TIME. I’m putting my $ where my mouth is that #2# wins. We only get one life. And for me, I’d rather spend mine owning pieces of people and companies trying to build things that matter and truly change lives, than sitting on the sidelines just bc the journey might get uncomfortable. That discomfort is part of the price. And to me, it’s worth paying. NFA, obviously. Just two cents from a nobody who decided a long time ago that patience + conviction beats panic.

 美股盘前情报 | 2026年6月3日 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 来源：CNBC · Benzinga · StockTwits · The Motley Fool · TheStreet Pro · Reuters · Bloomberg · LSEG · FTSE Russell · · Yahoo Finance · The Globe and Mail 数据窗口：过去24小时（优先过去12小时） ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【市场快照】 • S&P 500 期货：-0.3% | 纳斯达克期货：+0.4% • VIX：15.77（一年新低，中性偏低） • 恐惧与贪婪指数：66（贪婪区间） • WTI原油：约93美元/桶（伊朗紧张局势提供支撑） • 美元指数：DXY 107.2 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第一部分：头条新闻 — 科技/AI/半导体】  黄仁勋台北GTC（2026年6月2-3日）：最大单一催化剂 ━━━━━━━━━━━━━━━━━━━━ 来源：The Motley Fool · StockTwits · Bloomberg · Reuters · Yahoo Finance 等 1. MRVL +32.5%（周二）→ 创历史新高。黄仁勋在台上表示：“Matt（Murrett）正在打造下一家万亿美元公司。”MRVL今日盘前再涨+22%。 → 非英伟达定制AI芯片 = 新AI阿尔法。顶级科技基金经理Gary Black：“随着焦点转向定制AI ASIC，Broadcom和Marvell是最大赢家。” 2. AVGO Broadcom：与MRVL一起创52周新高。定制AI网络/DPU芯片在企业端份额提升。Gary Black称AVGO是“定制芯片转型的大赢家”。 3. HPE Hewlett Packard Enterprise：盘前创52周新高。分析师：“AI驱动的强劲季度——股价值得更高估值。”Aruba/AI基础设施 backlog 强劲。 4. 英伟达Vera Rubin平台：今日在台北GTC宣布进入量产。下代AI数据中心GPU。NVDA盘前小幅下跌0.5%，市场正在消化MRVL/AVGO等竞争对手的狂飙。 5. 台积电ADR 创纪录新高 +2.5%。台北GTC确认与英伟达深化合作。费城半导体指数（SOX）大涨5.9%至历史新高——2026年最大单日涨幅。 6. IPG Photonics、MACOM、Amkor：黄仁勋GTC台北 keynote 后集体暴涨。AI光子学 + 先进封装 = 下一大瓶颈。 7. 特朗普行政令：政府优先获得先进AI模型使用权。StockTwits称这是“利好AI基础设施”信号。微软+英伟达合作：RTX Spark + Vera CPU用于Windows AI笔记本。本周Build 2026大会即将举行。 8. MU Micron：瑞银上调目标价至1625美元（潜在上涨超100%）。HBM内存需求进入结构性超级周期。  警示信号：Michael Burry（《大空头》）警告：AI芯片狂热距离2000年互联网泡沫峰值仅差7%。图表显示需对AI momentum股保持谨慎。散户与机构仓位出现分化。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第二部分：散户情绪 — StockTwits/TradingView/WallStreetBets】  过去24小时散户最热议个股： • MRVL：StockTwits热度第一。黄仁勋点名后散户涌入，看多评论主导。“MRVL冲200美元”呼声四起。 • AVGO：定制AI芯片主题带动散户兴趣。“这是2026年的英伟达”情绪升温。 • ASTS：结束两连跌。高管集体买入提振信心。SpaceX IPO传闻带来扰动，但长期逻辑完好，散户整体看多。 • RKLB / LUNR / RDW：受SpaceX IPO猜测拖累下跌。空头认为SpaceX可能蚕食发射需求。 • META：散户视作买入机会。尽管有新订阅、裁员和云计划，股价仍落后Mag 7其他公司。“META相对GOOGL/AMZN仍便宜”。 • TSLA：SpaceX合并传闻导致回调。散户大V认为牛市情景可额外增加4500亿美元估值。 • INTC Intel：今日意外大涨。投资者提问“英特尔为什么涨？”AI PC + 代工 turnaround 叙事回归。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第三部分：市场主题 — AI轮动 + 小盘股突破】  AI资金从超大盘轮动至中小盘： • 《The Globe and Mail》：2026年小盘股成为AI最大赢家 • Russell 2000小盘价值股年内跑赢成长股9个百分点 • AI狂热正驱动Russell 2000异动（Benzinga） • IWM、VTWO、URTH均闪现强烈买入信号  Russell 2000指数重构进行中：美国股市总市值达75.6万亿美元，同比增加29%。指数调整带来波动与机会。  板块轮动：能源（油价93美元、伊朗因素）+ AI半导体 + 小盘价值股领涨。防御板块（公用事业、消费必需品）资金流出。  中东局势：油价维持90-95美元区间。美国-伊朗紧张升级，能源股（XOM、CVX）获地缘溢价支撑。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第四部分：重点个股 — 权威数据】  MRVL — Marvell Technology 价格：约140+美元（盘前+22%）| 52周新高 催化剂：黄仁勋称“下一家万亿美元公司” Gary Black：定制AI芯片大赢家 Morgan Stanley目标价120+美元 叙事：云端定制ASIC（谷歌TPU、亚马逊Trainium客户）。数据中心定制硅片成为长期趋势。 风险：估值偏高（PS 20倍），短期超买。  AVGO — Broadcom 价格：约220+美元 | 52周新高 催化剂：定制AI网络芯片 + VMware协同 叙事：英伟达之后第二大AI芯片公司。 风险：估值已计入强劲增长。  HPE — Hewlett Packard Enterprise 催化剂：AI驱动的超预期季度，Aruba网络与GreenLake AI服务 backlog强劲。 叙事：AI基础设施 + 边缘计算 + 混合云 = 多年增长。  TSMC 价格：446.69美元（+2.5%，纪录新高） 催化剂：与英伟达深化合作，先进制程产能成为结构性护城河。  IPG Photonics / MACOM / Amkor：GTC keynote后集体暴涨。AI光子学 + 先进封装成为新瓶颈。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第五部分：美股小盘阿尔法  】  IWM — Russell 2000小盘ETF 触发：小盘价值跑赢9个百分点，AI轮动确认。 催化剂：今日ADP就业数据、本周联储讲话、6月底Russell重构完成。  FLNC — Fluence Energy（AI数据中心冷却） 触发：黄仁勋强调AI数据中心基础设施，液冷/电源成下一瓶颈。 验证：GTC后股价强势上涨，机构买入量增加。  SOXL — 半导体3倍做多ETF 触发：SOX指数+5.9%创历史新高，MRVL+32%。 风险：3倍杠杆存在衰减，仅适合短期战术操作。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第六部分：宏观 + 市场结构】  今日重点事件（2026年6月3日）： • ADP私营部门就业（5月）预期+18万 • ISM服务业PMI • EIA原油库存 • 联储官员讲话  主要风险： 1. 伊朗/中东升级 → 油价突破95美元 → 通胀风险 → 联储偏鹰 2. AI芯片泡沫（Burry警告）→ 板块可能出现5-10%回调 3. SpaceX/OpenAI等IPO可能抽走市场流动性 4. 对60个经济体的关税压力 5. 台海紧张导致供应链中断 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【第七部分：机构资金流向】 • AI/基础设施：MRVL、AVGO、HPE、TSM —— 机构大量买入 • 能源：XOM、CVX —— 地缘溢价流入 • 小盘价值：IWM、VTWO —— 2026年首次显著机构轮动 • 流出：公用事业、消费必需品、REITs ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【投资总结 — 三种情景】  牛市情景：定制AI主题延续 → MRVL/AVGO/TSM领涨 → 小盘爆发 → IWM突破250+ 催化剂：MU、AMD财报超预期 + ADP就业数据温和  熊市情景：Burry警告兑现 → AI芯片见顶 → MRVL/AVGO回调 → 纳斯达克回调3% 催化剂：ADP强劲 + 通胀升温 → 降息预期推迟  基准情景：AI基础设施长期牛市 → 半导体高位震荡 → 小盘分批轮动 → VIX维持15-18 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━  免责声明：本内容仅供参考，不构成任何投资建议。数据来源于公开英文财经媒体。历史表现不代表未来结果。投资前请咨询持牌财务顾问。