Goldman Sachs announced it is sticking to its existing forecast that the QoQ rise in NAND prices (particularly for Kioxia) will persist only through Q4 2026 (October–December), even following SanDisk's recent earnings report. Thereafter, prices are projected to ease progressively as supply increases.
$MSFT CEO Satya Nadella is effectively calling the end of software applications as the value layer.
In an agentic world, apps become passive databases while AI agents hold the intelligence, make decisions & do the work
Apps become commodities while agents become the business.
Retail more PVP than ever recycling the same capital. The real capital from institutions and tradfi whales will only reward sound fundamentals, demonstrable moats, and equity-like claim to future economics.
Great way to visualize @wintermute_t
in the previous post, i quickly introduced PolyBonds from @fastxyz now, here is my hands-on experience.
disclaimer: this was my first time using prediction markets ever. so this is a purely subjective take, mostly interesting for beginners like me(vets might find this obvious)
@rsklwtf@RosuGrigore
We’re being watched.
But the tales of those watching us come out redacted.
In this work, @PERFECTL00P touches on our endless sprint away from the systems that track us.
Please welcome ‘re█acted’ to The Medici Collection 🍷⚔️
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