PattyCakes 🧲

Onchain sleuth | Narrative hunter | Perp learner
💎 Finding alpha before CT wakes up
📊 Trading Journal → your own conviction

[PattyCakes 🧲 @CryptoPattycake]

@nikshepsvn Well summarised.

[Sharbel @sharbel]

The Hermes Desktop App Changes Everything (Full Setup):

00:00 Hermes Desktop changes the game
01:18 What Hermes Desktop actually is
02:33 Installing Hermes Desktop
03:48 Connecting a model provider
04:38 Adding API keys
05:02 Gateway setup
06:30 Telegram bot setup
08:29 Testing Hermes on Telegram
09:16 Skills, tools, and memory
10:10 Artifacts and files
10:47 Profiles and specialized agents
12:10 Why this matters

[Dr. Moyu｜摸鱼局长 @Jason23818126]

如何快速组建一个「一人美股投研团队」？

我最近在 Helio 里试了一下，不用招人，只要招 6 个 AI 同事

我给它们丢了一个任务：
分析 $MU 美光科技，告诉我值不值得买

然后这 6 个 AI 同事开始自动分工：

-市场情报官：抓市场新闻、价格走势和潜在催化剂
-财务分析师：拆收入、毛利、现金流、Capex 和估值
-行业分析师：判断 HBM、DRAM、NAND 的周期位置--和竞争格局
-商业分析师：分析商业模式、护城河和增长持续性
-市场叙事分析师：检查市场是不是已经过度乐观
-投资组合经理：汇总观点，给出仓位和风险建议

我不需要在 6 个聊天框里分别问问题，也没有把答案复制来复制去
它们会在同一个频道里互相补充、质疑、修正，最后给出一个接近“投研小组会议纪要”的结论：

买入信心 8/10
分批建仓
财报后确认 HBM 变量
目标 $1,250-$1,600，止损 $780

这也是我觉得 Helio @helioim_ai 和普通 AI 工具最大的区别

普通 AI 工具是：
我问，AI 答
但在 Helio 里更像是：
我定目标，AI 团队开始工作

这些 AI 同事有身份、有职责、有频道、有分工，也有需要人类确认的决策边界

它不是让 AI 躲在一个小窗口里等你问问题，而是让 AI 直接进入你的工作频道

如果说 ChatGPT 让人少打字，Helio 想做的是让人少操心

这可能是我最近试过最像“AI 同事”的产品，大家可以去试试

#AI #Agent #AINativeWorkforce #美股

[Crypto Doggy 叫我狗总 @CryptoDoggyCN]

这两天除了芯片大会火热，医药大会也有爆炸性利好：

美国肿瘤学会年会上，全体起立鼓掌，是因为Daraxonrasib这款靶向药公布了临床数据，将胰腺癌的死亡率降低了60%，副作用远小于化疗

这是30年来最大历史性突破

开发的药厂 $RVMD 近一年股价涨了超500%，完全不输热门的AI赛道

这款药预计美国今年Q3上市，中国上市预计在明后年

[PattyCakes 🧲 @CryptoPattycake]

@cryptolaanie This is insane - sorry to hear - which area of Australia is this? I didnt know it was becoming like this!!

[RocketMan @RKLBMan]

Robotics is likely to be the next theme.

Great article here on a bunch of key companies to research.

[CK Capital @CKCapitalxx]

Absolute fire list.

[Paul Solt @PaulSolt]

https://t.co/XJQvXEC4oq

[KawzInvests 🦑 @KawzInvests]

Every theme Im watching closely

Compute & Memory
CPU / Vera Rubin
HBM / NAND
Photonic memory
Packaging, Substrates & Test
Glass core substrates
ABF / InP substrates
Burn-in / testing

Photonics & Optical Interconnect
CPO
CPO testing
800G / 1.6T transceivers
CW lasers / ELS
SiPh foundry
InP epi
FAU

Power
SiC / GaN
800V
Power Semis
Transformers
Fuel cells

System & Infrastructure
Server integration
AI-Optimized Servers
AI Factory
AI Server Racks

Connectivity / IOT
6G Buildout
IOT
Physical AI

What themes am I'm sleeping on? maybe
Thermal / liquid cooling
Advanced packaging / hybrid bonding
Critical minerals (gallium, germanium, indium)
OCS and LPO / LRO
Grid and power generation

Shout out to @ParadisLabs for the inspo

[JUST KAWS @JUST_KAWS]

$NVDA CEO Jansen Huang is literally giving you free money by telling you which stocks to invest in

Coherent $COHR – Nvidia invested $2 billion for fiber optic transceivers and photonics to connect GPU clusters

Corning $GLW – Nvidia secured a deal up to $3.2 billion for priority access to fiber optic cables, moving away from copper inside data centers

CoreWeave $CRWV – Nvidia invested $2 billion to help build out AI factories

IREN Limited $IREN - Nvidia invested $2.1 billion over five years for AI infrastructure with this North American data center operator

Lumentum $LITE – Nvidia put $2 billion toward advanced laser and optical networking products

Marvell Technology $MRVL – Nvidia invested $2 billion for custom networking and silicon photonics connectivity

Nebius Group $NBIS – Nvidia put $2 billion into this Dutch company for large scale AI cloud infrastructure

OpenAI – Nvidia committed $30 billion to help build out compute infrastructure

[PattyCakes 🧲 @CryptoPattycake]

@The__Solstice @cz_binance Thank you @The__Solstice for your sacrifice to make the @Aster_DEX community great again.

[PattyCakes 🧲 @CryptoPattycake]

@The__Solstice @cz_binance @cz_binance you can now send this to the moon now

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature, with 3-, 4-, and 5-year discussions already underway. The company said it is seeing budgets grow, spending shift toward AI, and expects to exit the year with a meaningful backlog heading into next year. The momentum is showing up in the numbers too: Dell beat revenue expectations by $8 billion, raised its FY revenue guide by $10 billion, beat EPS by 68%, and lifted its FY EPS guide by 25%. The stock was up 40% after hours.

2. Software stocks $PLTR, $ZETA, $DDOG, $SHOP, $SNOW, $NOW, $RDDT are surging on the same day Anthropic announced a massive new fundraise and released a new model. The “AI is destroying software” narrative may be starting to break as usually during a new Anthropic release, software names are punished.

3. Anthropic has raised $65 billion in a Series H round, valuing the company at $965 billion post-money. The financing was led by Altimeter, Dragoneer, Greenoaks, and Sequoia, and includes $15 billion of previously committed hyperscaler investments, including $5 billion from Amazon. Anthropic also said its run-rate revenue crossed $47 billion earlier this month. For context, the company was valued at $380 billion in February after raising $30 billion.

4. Apollo $APO and Blackstone $BX are reportedly marketing a roughly $36 billion debt financing package to help fund Google TPU chips for Anthropic, according to Bloomberg. The deal would use a special purpose vehicle to purchase the TPUs and then lease them back to Anthropic for its AI infrastructure needs. Broadcom $AVGO, which works with Google on TPU development, is also reportedly helping backstop payments tied to the largest senior portions of the financing.

5. Axios reported today that U.S. and Iranian negotiators have reached a 60-day MOU to extend the ceasefire and begin nuclear talks, though President Trump has not yet given final approval. The draft agreement would make shipping through the Strait of Hormuz “unrestricted,” require Iran to remove mines within 30 days, and gradually lift the U.S. naval blockade as commercial traffic is restored. The MOU also includes Iran committing not to pursue a nuclear weapon, with future talks expected to focus on highly enriched uranium, enrichment activity, sanctions relief, and frozen funds.

6. Cboe $CBOE has received SEC approval to offer extended-hours trading for certain stock options, with pre-market and post-market options trading set to launch on July 13.

7. The Trump administration is pursuing new funding deals with drone companies, potentially including equity stakes, in an effort to boost domestic production and bring down costs. The Pentagon’s Office of Strategic Capital, which has $210 billion in lending authority, is reportedly vetting companies including Performance Drone Works and Neros Technologies. The push aligns with the Pentagon’s $1.1 billion Drone Dominance program, which aims to produce 300,000 low-cost attack drones $RCAT $KTOS $AVAV $ONDS by the end of 2027.

8. Robinhood $HOOD was up 10% today after Trump Accounts went live, a new type of tax-advantaged investment account designed to help eligible American children build long-term financial security from an early age. Under the plan, eligible children born from 2025 through 2028 would receive an initial $1,000 contribution from the U.S. Treasury, while family, friends, and employers could collectively contribute up to $5,000 annually.

9. Retail investors took profits last week, selling $1.1 billion in equities for their largest weekly outflow of the year after three straight weeks of buying. Single stocks drove the selling, with $1.7 billion in outflows, while equity ETFs still saw $571 million in inflows. Meanwhile, institutions bought $219 million and hedge funds added $686 million, reversing from $4.6 billion in sales the prior week. Overall, investors sold $1.9 billion of single stocks and bought $1.6 billion of equity ETFs.

10. Blue origin had an explosion today at a launch site, they wrote: "We experienced an anomaly during today's hotfire test. All personnel have been accounted for. We will provide updates as we learn more." Elon Musk responded with "Sorry to see this, I hope you recover quickly," as Bloomberg also is reporting that $SPCX may be targeting a lower valuation from $2T to $1.8T. The IPO is set for June 12th.

11. U.S. preliminary Q1 GDP came in at +1.6%, below estimates of +2.0%. PCE rose 0.4% MoM versus 0.5% expected and 3.8% YoY, in line with estimates. Core PCE rose 0.2% MoM versus 0.3% expected and 3.3% YoY, in line with estimates. Initial jobless claims came in at 215K, slightly above expectations of 211K.

12. Investor home purchases fell 6% YoY in Q1 to the lowest level since 2020, according to Redfin, as higher rates, insurance, taxes, maintenance costs, and cooling rents pressured returns. The Bay Area was the exception, with purchases up 19% in San Francisco and 12% in San Jose, helped by AI-driven housing demand.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[ₕₐₘₚₜₒₙ @hamptonism]

Peter Thiel literally walks you step by step on how to succeed in 2026:

[PattyCakes 🧲 @CryptoPattycake]

@brian_armstrong $coin is an easy trillion dollar company.

[Kevin Maro @KevInvestingYT]

An incredibly important stock market lesson (#2)

The most expensive mistake in investing isn't a bad trade.

It's listening to the wrong people.

Some people charge $200/month to pump micro-cap stocks while using you as exit liquidity. Others will try to convince you to buy $UNH or $HIMS during a once-in-humanity AI infrastructure buildout.

Had you invested in $TSLA in 2019 or $NVDA in 2023, you'd be sitting on generational returns. Even earlier this year, @aleabitoreddit was calling $AXTI at $10 and $NBIS at $80. (10x and 3x returns)

I've made the same mistakes... buying $COST / $WMT to "diversify" while the real opportunities were hiding in plain sight.

There's no single best way to invest. But the people you listen to are the biggest make-or-break factor for your portfolio, and your future.

The accounts I can directly credit for 3x'ing my portfolio in 12 months:

@aleabitoreddit
@pennycheck
@CKCapitalxx
@enrichtrades
@StonkChris
@FL0WG0D
@stocktalkweekly

Curate your feed like a portfolio. Guard it like your money depends on it... because it does.

[GREG ISENBERG @gregisenberg]

Claude Code just dropped "dynamic workflows" and it's pretty cool.

You type "create a workflow" or turn on "ultracode" in the effort menu and it spins up hundreds of parallel agents that check each other's work.

The unit of work you can hand off jumps from a file to an entire codebase. Migrations, audits, rewrites, framework swaps, stuff you used to plan in sprints now finishes overnight.

The part that got me:....the agents argue with each other before showing you the result. Independent attempts at the same problem, then adversarial agents trying to break the answer. It keeps iterating until they converge. That's how senior engineering teams work. Except this team runs at 3am and never gets tired.

Also if the workflow gets interrupted, it picks up where it left off. That means you can kick off work that runs for days. Not sessions. Days.

Fair warning though: this burns through tokens FAST.

Anthropic says so themselves. But if the task is a codebase migration that would have taken a team 3 months, spending $500 in tokens to do it in a week is the best trade in software.

The ceiling on what one person can build just moved again. Classic.

Going to be playing with this all week.

Pretty cool.

[Jeff Dorman @jdorman81]

i'm not in Saylor's inner circle, but this $MSTR story has gotten so out of hand, my only guess is this:

- MSTR could have sat and done nothing before they started pumping out $billons of prefs... it would have made MSTR boring (little buys, no sells), but it would have been stable https://t.co/ZMzXepzRME

- But the push into these prefs was based on him clearly thinking $BTC was about to moon — not sure what he saw to think that (4 year cycle, flows, ???) but that's the only reason to take that sort of miscalculated risk to screw up his balance sheet so badly -- he must have thought BTC was about to fly and he could easily pay the pref dividends with future BTC sales.

- Then BTC started falling, and the market got spooked because the $15 bn in prefs have a $1.5 bn/year annual dividend, so he raised $2 bn in cash via stock just to alleviate any near-term default concerns — that bought him almost 2 years of runway to pay dividends. Smart move

At that point, he could have chilled for a little, and even though he now has every stakeholder pinned against each other, there was at least no near term risk https://t.co/GmglaICO5M

- But then for some unknown reason, he decides to take that cash buffer and buyback 2029 maturity bonds instead of using it to fund the annual dividends (at a discount, so it's at least mildly accretive to MSTR). This is a baffling decision for a company with cash flow problems. Why pay off 0% coupon debt with the only cash you have?

The only bull case is that underestimating Saylor's capital markets chicanery has been a losing proposition for years. Maybe there was a plan?

That plan may just be selling BTC, which he will have to do eventually, but if he does this while BTC is in a death spriral it's going to crush BTC and MSTR. So again, why buyback the debt now and force your hand sooner than you have to?

Maybe he is going to refinance those converts with new longer-dated converts? He has sworn off converts, so I doubt it, but that would at least logically make sense.

But TLDR -- this is the first time that MSTR, BTC and Pref holders are really in bind. Someone is going to lose badly here, and it will happen in the next 4 months.

[PattyCakes 🧲 @CryptoPattycake]

@naval @octal @rauchg @bscholl The goat great episode

[TheBigBerbowski @TheBigBerbowski]

I always thought there was a reason why big accounts didn't share their buys, but now this becoming a business model makes me think - for how long will this last?

$XFAB mentioned, 2h later, a lot of apps showing trading halted and IBKR showing 16.71 eur price at the moment.

It's 85% in a single day.

On one side, you have a self-prophet who will add another ticker on his list of multibaggers.
On the other side you have millions of investors who gain short term due to sentiment change.

While his rise to glory has been nothing but historic, sooner or later this will end, either by his own greed, either by regulatory bodies stepping in, or something else.

This sort of lifestyle is not scalable. The higher he grows the more attention he gets from everyone. Which in turn makes the whole business more and more difficult.

Imagine 5m followers account sharing weekly buys?

My 2c: I do not see him operating in the same way for longer than a year from today or even less.

This isn't about research. A lot of people do research. This is about knowing what the next buy is.
The amount of manipulation (intentional or not) is becoming higher and higher each week.