NeonVision Capital

06/16/2026

The market is doing exactly what you’d expect.

Oil is falling.
Inflation fears are easing.
AI, semis, data centers, and other growth stocks are catching a bid.

What we’re seeing today looks less like a new selloff and more like traders digesting a sharp rally.

Remember: markets price the future, not the headlines.

A week ago, investors were pricing in worst-case scenarios. Today they’re pricing in lower energy costs, less inflation pressure, and a more favorable environment for growth.

Sometimes the biggest signal isn’t what’s going up.

It’s what’s no longer being feared. 📈📉

06/16/2026

Picks And Shovels.

During the Gold Rush, most prospectors went broke.

The people selling the tools made fortunes.

The AI boom feels similar.

The bigger opportunity may be the companies enabling the entire ecosystem.

Think about what happens every time an AI model gets smarter:

More compute needed.

More GPUs needed.

More electricity needed.

More cooling needed.

More networking needed.

More data centers needed.

More semiconductor manufacturing needed.

More transmission infrastructure needed.

The result?

Every breakthrough in AI creates demand for an entire industrial supply chain.

A single AI model might change.

A GPU architecture might change.

The question is:

“Who gets paid no matter who wins?”

That’s where I’m spending most of my time.

— NeonVision Capital

06/13/2026

Twenty years ago, reusable rockets were impossible. Today, they’re Tuesday. 🤯

The biggest investment opportunities often hide inside impossible ideas.

🚀

06/13/2026

SpaceX has 18,712 Bitcoin worth roughly $1.4 billion. Not bad for a company whose main business is launching rockets and building satellites. 🚀₿

JUST IN: SpaceX officially went public on the Nasdaq today, and it's bringing 18,712 BTC with it 🚀

Elon Musk's space giant revealed in its S-1 filing that it holds 18,712 Bitcoin, purchased for $661 million at an average price of $35,320 per coin. That stash is now worth over $1.45 BILLION 👀

SpaceX is now the 7th largest corporate Bitcoin holder in the world.

06/13/2026

Creating thousands of millionaires through a company that employs welders, machinists, technicians, and launch crews is a different kind of story than Silicon Valley.

The interesting statistic isn’t that America got 4,400 more millionaires. It’s that a rocket factory produced them. 🚀💰

06/06/2026

Strong jobs report. Markets sell off.

The economy added more jobs than expected, yet Bitcoin, miners, and AI stocks fell because rate cuts may come later.

For long-term investors, if the thesis hasn’t changed, lower prices aren’t bad news.

Fear creates discounts. Volatility creates opportunity.

06/04/2026

Accumulate during fear and volatility rather than only chasing green candles.

06/02/2026

Recency bias is a portfolio killer.

Investors often give too much weight to the latest price action and not enough weight to long-term fundamentals.

A stock isn’t automatically a great investment because it went up.
A stock isn’t automatically a bad investment because it went down.

The future doesn’t owe the recent past a sequel.

05/18/2026

Space offers near-constant solar energy, natural cooling through the vacuum of space, and global deployment opportunities for next-generation AI infrastructure.

05/14/2026

New Fed chair means the entire market just switched from ‘don’t fight the Fed’ to ‘first we have to figure out what the Fed even wants.

JUST IN: 🇺🇸 The Senate confirmed Kevin Warsh as the next Federal Reserve chair on a 54-45 vote, replacing Jerome Powell whose term ends Friday.