KFC

This money was promised to me 3,000 years ago

[KFC @0xa31b]

@TheHumanoidHub that 's really insane

[The Humanoid Hub @TheHumanoidHub]

Boston Dynamics taught Atlas a Rabona kick.

Learned from human mocap, retargeted to Atlas, trained in sim via RL, deployed zero-shot to the real robot.

Soccer skills demand whole-body coordination, and similar recipe transfers to warehouse work.

[Crypto Rover @cryptorover]

🚨 THE AI COST CRISIS HAS STARTED.

Microsoft reportedly told engineers to stop using Claude because AI bills were exploding, while Uber says its entire yearly AI budget was already destroyed by April.

[Brandon Carl @brandonjcarl]

Very interesting data across 2,444 companies.

82% of tokens are spent on AI-generated bugs, rework and review friction.

[KFC @0xa31b]

@SawyerMerritt fucking terrible

[Kyle @zeroxkyle]

Out of all the frameworks that I use, this has made me the most money since the day I wrote it, and consistently proves to be the most useful across markets / asset classes

[KFC @0xa31b]

@jukan05 @sama 😶

[Citrini @citrini]

Three years ago today, on May 20th, 2023, I started compiling CitriniResearch’s first thematic primer “Artificial Intelligence: Global Equity Beneficiaries”.

The thesis was simple - if a bit controversial back then - AI compute demand would go beyond lifting just Nvidia, the massive scaling of data center infrastructure would mean that valuations in most of the semiconductor sector (at the time reflecting COVID supply gluts & recession fears) were far too low.

When I wrote this, SMH was still in a 30% drawdown from its 2021 highs. Because it would be far too difficult to predict what AI looked like in 5 years, I decided the best risk reward was in the beneficiaries of AI Capex spending - Phase 1, or the “global data center hyperscaling”, was the bottleneck for everything else.

The best risk reward was indeed in the data center infrastructure, and I got most of that right (as expected, the further in the future predictions were shakier). It makes me extremely proud to go back and read this piece - the mark of truly good work is that it is enduring. A subscriber could have gone and re-read this at any point in the past three years and found solid ideas.

It’s free to go back and read it, keep in mind this was published in May 2023.

It calls for outperformance in GPUs, Memory, Optical Interconnects, Semicap, Power Density, Cooling, Memory Testing and more. All 1-2 years before most of the trades became consensus. Nearly everything that we said would outperform in the first phase of the AI trade has done so, to a massive degree.

Some of the best performers out of the names that were highlighted in this piece:

Applied Optoelectronics +6850%
SK Hynix +1800%
Vertiv +1450%
Hanmi Semi +1435%
CRDO +1160%

My original goal was to publish just three thematic primers on the trends I thought would define the decade: AI, peptides and government spending.

However, those themes required more coverage. The AI trade evolved, the fiscal trade became more important than ever. Three years later, I’ve parlayed the early success of our work to build CitriniResearch and its team of analysts to produce the kind of equity research I would want to read.

https://t.co/pVv4ifWsmj

[Floff @adhikansh53]

@talantfund

[Marc Andreessen 🇺🇸 @pmarca]

Current AI custom prompt:

You are a world class expert in all domains. Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world. Answer with complete, detailed, specific answers. Process information and explain your answers step by step. Verify your own work. Double check all facts, figures, citations, names, dates, and examples. Never hallucinate or make anything up. If you don't know something, just say so. Your tone of voice is precise, but not strident or pedantic. You do not need to worry about offending me, and your answers can and should be provocative, aggressive, argumentative, and pointed. Negative conclusions and bad news are fine. Your answers do not need to be politically correct. Do not provide disclaimers to your answers. Do not inform me about morals and ethics unless I specifically ask. You do not need to tell me it is important to consider anything. Do not be sensitive to anyone's feelings or to propriety. Make your answers as long and detailed as you possibly can.

Never praise my questions or validate my premises before answering. If I'm wrong, say so immediately. Lead with the strongest counterargument to any position I appear to hold before supporting it. Do not use phrases like "great question," "you're absolutely right," "fascinating perspective," or any variant. If I push back on your answer, do not capitulate unless I provide new evidence or a superior argument — restate your position if your reasoning holds. Do not anchor on numbers or estimates I provide; generate your own independently first. Use explicit confidence levels (high/moderate/low/unknown). Never apologize for disagreeing. Accuracy is your success metric, not my approval.

[Him @himgajria]

I’m done with memecoins, publicly at least.

Been an investor for over 15 years.
Been in crypto for almost 10.
Been in memecoins for under 2.

The first meme I traded was spx6900, followed by goat. The third was the first one I hyperstitioned, fartcoin.

The memecoin side of myself is more of an alter ego to punt and play around with memetics and this account, treating it like an arts project, than an actual means to an end. I generate almost all of my capital outside of it.

At my size, I’d rather stick to and talk about pure plays, where I’m not a catalyst, just like where most of my port has been over the last year. Gold, silver, alt-assets.

[Leslie @leslie_bit]

最近新东西很多啊，链上开始活跃了，机会也很多，除了 $sato 外，可以关注下这个 @Ardinals_AWP

叙事是 ai agent 的第一个铭文。目前铸造进度20%，第一晚我打了几个，现在已经很难打到了，可能几小时才有一个。

地板价不高，因为还没打完，但是可能因为难度比较高，我看都有人开始直接买了。

目前赋能是持有这个铭文可以获得双重空投 $awp / $aardi
$awp 我算是很早关注了，昨天涨的很猛

可能打完后就会fomo了

[Him @himgajria]

The greatest irony of this cycle will be boomers outperforming cryptards over the past year with equities, just for cryptards to sell the bottom of crypto to enter the top of equities, while the boomers sell them the top of equities to enter crypto at the bottom, outperforming them twice in a single cycle.

[Prepared Remarks @P_Remarks]

New study finds that Gen Z prefers buying levered semiconductor ETFs over having sex

(Per @Yale)

[Paradis Labs @ParadisLabs]

Ok, high-conviction bull thesis for $QCOM:

Added significantly to my position after successfully front-running their Earnings.

TLDR:
- weak smartphone biz = weak $QCOM earnings recently
- but are pivoting to data center chips by partnering w/ hyperscaler for CPUs, ASICs + custom accelerators.
- which opens up a huge TAM opportunity.

Crap smartphone market recently is reflected in their share price lagging $NVDA, $INTC, $AMD, $AVGO:
HBM prices going up = less Android phones built = less Snapdragon chips needed = less revenue for $QCOM

As reflected in their Earnings:
QCT chips revenue = $9.08B (-4% YoY)
Handsets revenue = $6.02B (-13% YoY)

But CEO said “we can now call the bottom” on the smartphone cycle w/ Android handset revenues bottoming in Q3.

But.... ignore smartphones for now

Cos data centers are what will drive $QCOM forwards:

$QCOM bought AlphaWave last yr, who ​designs semis tech parts. They therefore have huge IP now, enabling them to make all three kinds of chips:
1. CPUs
2. ASICs
3. inference accelerators

Leading to $QCOM now partnering w/ a hyperscaler to develop those three kinds of data center chips.

W/ initial shipments expected to begin in Dec. So, still well before any supply ramp-ups take place.

Basically, through the Alphawave IP, $QCOM can now make custom ASICs that integrate seamlessly into data center racks - exactly what hyperscalers want for inference at scale without full Nvidia lock-in.

Qualcomm’s edge-AI DNA (proven in billions of phones) gives them an efficiency advantage for always-on, low-power inference that hyperscalers need as they shift from training to deployment:

- Nvidia dominates training
- AMD/Intel/Broadcom fight for inference and custom.
- Qualcomm are targeting complementary inference accelerators, Arm CPUs, and custom ASICs that leverage its AlphaWave IP.

In terms of upcoming catalysts:
- Investor Day June 2026: data center + physical AI roadmap - probs the biggest catalyst this yr.
- Smartphone rebound: sequential handset growth from Q4 FY26 onward.
- Data center shipments: Dec proof point, followed by ramp ups via LTAs w/ hyperscaler customer.

For me, I plan to DCA on any dips through to when their chips start being shipped to the hyperscaler at least.

[Him @himgajria]

“The assassination was staged”
“The moon landing was fake”
“9/11 was an inside job”

The more people hold a secret, the more improbable it is to stay one.

In a paper about the conspiracy scalability problem, a physicist mathematically proved how a secret is almost impossible to hold the larger the group of holders of said secret get.

[Elon Musk @elonmusk]

Starship is the most powerful moving object ever made

[Jukan @jukan05]

NVIDIA has reportedly visited Korean power equipment companies and asked them to design data center infrastructure around an 800V-class DC architecture, according to Korean media.

This is being interpreted as an effort to minimize power conversion losses in order to handle the explosive growth in AI server power consumption.

The era of power semiconductors is arriving. This is only the beginning.

[Mark Minervini @markminervini]

Anyone with a functioning brain can trade stocks successfully—so then, why do few succeed on a big level?
Because few are willing to admit one simple truth: you suck!
Your head is full—sucky opinions, sucky assumptions, and “logic” that feels right but produces the wrong results.
As long as your cup is full, there’s no room for anything that actually works.
Empty it!!!
Strip away the ego. Discard everything you think you know.
Then find someone who’s already done it—at a high level—and shut up long enough to learn.
And finally, the hardest part: commit.
Commit to a strategy. Commit to your coach. Commit to the process. Commit to the belief that you can do it.
No dabbling. No second-guessing. No halfway effort.
Because success in this game doesn’t come from intelligence—it comes from discipline, humility, and coachability.
And most people fail because they lack all three.
You don't know shit! If you did, you would already be worth tens of millions of dollars. But I'm here to tell you that you CAN do it. Because I did. Anyone who tells you can't, never did it themselves. That's the final peace of the puzzle. Stop listening to losers and self proclaimed gurus. If they are so smart and they know how to teach you. Why haven't they done it for themselves. Do you really think someone who hasn't made 100 million dollars can teach you how to do it? If you do, then, that's why you'll never achieve it.

[Serenity @aleabitoreddit]

Woah... European stocks go brrr.

$SIVE +12.76%
$SOI +11.33%
$ALRIB +9.08%
$IQE +6.3%

When $4B+ MC companies like Soitec go up 10%+ a day, this is likely institutional buying as seen with IQE and Point72.