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⚖️ Speaker Spotlight: Seth Cohen @OverReactor1776 The future of AI will not only be shaped by models, compute, and infrastructure — it will also be shaped by the legal and policy frameworks that govern critical technologies. Seth Cohen is Chief Counsel for Nuclear Policy at the U.S. Department of Energy, where he oversees the department’s nuclear legal and policy work. A former Kirkland & Ellis attorney, Seth now focuses on U.S. nuclear energy law, regulation, and federal policy — bringing a critical perspective on how advanced energy systems, national infrastructure, and public policy intersect. 🔹 Chief Counsel for Nuclear Policy, U.S. Department of Energy @ENERGY 🔹 Former attorney at Kirkland & Ellis @Kirkland_Ellis 🔹 Focused on nuclear energy law, regulation, and federal policy 🔹 Working at the intersection of energy infrastructure, law, and national policy As AI demand accelerates, the future of energy becomes one of the most important conversations in technology. Hear Seth on stage at AGI Summit SF 2026. 📅 July 18–19, 2026 📍 Palace of Fine Arts, San Francisco 🎟 Tickets: 🏷️ 15% off automatically applied through the link #agisummit# #aiareall# #NuclearEnergy# #EnergyInfrastructure# #LawAndPolicy#

🇺🇸🇮🇷 The worst case for this war now has a number: $250 oil and 11% inflation by the fall Edward Dowd ran money at BlackRock and now models exactly this kind of shock, and his May call, $125 oil peaking then rolling over, played out in print. The new worst case: Gulf energy infrastructure starts coming apart, oil runs toward $250 FAST, and his model puts inflation between 8 and 11 percent by early fall. The mercy in the math: prices that high destroy demand so quickly they cannot hold, and the spike itself tips the world into recession. Which means Sunday night is the thing to watch. Markets have learned this war's rhythm, escalation talk on weekends, then a headline about Iran wanting a deal before futures open. The first weekend that pattern breaks, this becomes a different market. The home fuse is credit. The AI buildout leaned on private credit for its financing, and that market has gone cold, withdrawals frozen and early bankruptcies landing. Credit ends every party; stocks find out last. His compass has one needle: "Watch the price of oil and it'll tell you how the war is going." The baseline stays a painful but ordinary recession, on one condition. Oil under $100. But it is climbing. @DowdEdward

Tesla’s Supercharger network just delivered a monster Q2 In Q2 2026, Tesla Superchargers delivered 2 terawatt-hours of electricity globally That is enough electricity to power roughly 180,000+ U.S. homes for an entire year The scale is getting insane: • 2 TWh delivered • 60 million charging sessions in 3 months • 266 kWh sold per plug per day • Wait-time percentage dropped below 0.5% • 5,000 site maps now live • +17% YoY growth Tesla's EV charging network is becoming global energy infrastructure Tesla’s charging infrastructure is getting bigger, faster, more efficient, and less congested at the same time

Ukraine will carry out preemptive attacks on facilities Russia is using for its war, President Volodymyr Zelenskiy said in his evening address, as Kyiv expands strikes on energy infrastructure in an attempt to force Moscow into talks

Five layers. Seventeen minutes. One structure built to last for decades. This is Stage 4: Lamination. Heat, vacuum pressure, and precision engineering transform glass, EVA, and solar cells into a fully sealed solar module ready for the next phase of production. This is where individual components become energy infrastructure.

🚀 BiFinance IPO Series | 大金重工 HK STOCK IPO 👉 As a leading enterprise in offshore wind power equipment manufacturing, DAJIN HEAVY INDUSTRY continues advancing global clean energy infrastructure through high-quality offshore wind and marine heavy engineering solutions. 🌍 Web3 × RWA × HK Stocks ⚡ Bridging Traditional Industry and On-chain Finance 📈 IPO Price: 66.4 HKD ⏰ Subscription Starts: 2026/5/28 The integration of real-world assets and Web3 is reshaping the future of global capital markets. #BiFinance# #IPO# #RWA# #Web3# #HKStocks# #Tokenization#

🚀 BiFinance IPO Series | 大金重工 HK STOCK IPO 👉 As a leading enterprise in offshore wind power equipment manufacturing, DAJIN HEAVY INDUSTRY continues advancing global clean energy infrastructure through high-quality offshore wind and marine heavy engineering solutions. 🌍 Web3 × RWA × HK Stocks ⚡ Bridging Traditional Industry and On-chain Finance 📈 IPO Price: 66.4 HKD ⏰ Subscription Starts: 2026/5/28 9:00 The integration of real-world assets and Web3 is reshaping the future of global capital markets. #BiFinance# #IPO# #RWA# #Web3# #HKStocks# #Tokenization#

The stocks that are driving the S&P 500 are selling something scarce: - compute $NVDA $INTC $AMD - AI hardware $MU $SNDK - energy infrastructure $GEV - services where demand > supply $MAGS So to us, stocks are rising for the right reasons. Great speaking with @TheJudgeCNBC on @CNBCClosingBell @FundstratDirect @FundstratCap @BitMNR $BMNR