NVDA and Windows both posted "A new era of PC." with Taipei coordinates ahead of Jensen's Computex keynote June 1 -- ARM N1X chip + Blackwell GPU in Windows laptops, MSFT and DELL onboard. INTC/AMD losing their last turf. "Jensen always gets paid."

• OKC-SAS G7 tips 8pm ET tonight (OKC 58% Kalshi); SPCE #1 ApeWisdom 23,754 up
• NOK $250K YOLO on AI infra (Bell Labs play)
• 0 cuts 65%; Iran June 30: 28%