Jensen literally keeps telling the market the same thing:
AI is not just a GPU trade anymore.
The next money is in the layers Nvidia made necessary:
Layer 1: Power / Grid
$BE $GEV $VST $CEG $CCJ $ETN $PWR
Layer 2: Chips / Memory
$NVDA $AMD $AVGO $MRVL $MU $SNDK $TSM $ASML
Layer 3: Data Center Infrastructure
$DELL $HPE $ORCL $VRT $ANET $APLD $IREN
Layer 4: Cloud / Models
$GOOGL $MSFT $AMZN $META $TSLA
Layer 5: Enterprise AI
$PLTR $NOW $SNOW $DDOG $NET $CRM
The obvious trade was buying the GPU winner.
The harder trade now is figuring out which layer is still early and which names are already being used as exit liquidity.
The goat is finally back!
The first guy I personally ever saw speaking about $DELL and $AMD
Vanished, stock went up 1500%, and now he returns
Let's see what he picks next...
On April 6th, this trading account was sitting at $364,280.
Today it’s at $6,584,920.
I’ve traded long enough to know this is not normal. Markets do not hand out windows like this often, and most people only realize what happened after the move is already gone.
This cycle has been different because everything lined up at once: AI earnings, retail chasing late and of course, Trump.
Keep calling it a "bUbbLe"...
When the market gives you a window like this, you don’t spend the whole time trying to sound smart on the sidelines. You build a plan, trade what’s in front of you, and press when the setup is actually there.
Thank you, Mr. President.
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.
Pending completion of SEC review, this gives us the option to pursue an initial public offering.
Read more: https://t.co/onGZAhRLvD
im proud of what we built at @daosdotfun. we created a fun, conceptually interesting meta that paved the path for icm, agents, and ai meta
we stopped launching DAOs because we believed that people were interested only in speculation and there were fundamental issues with degens managing hedgefunds (ie they just raise money and rug or buy their own coins)
im proud of every DAO that was launched and how the team conducted themselves with absolute integrity. there were no insider trading scandals, no sniping of our own tokens. we made millions for our users and learned so much about this market
everything was clean and we maintain friendly relationships with every DAO that did not rug their buyers. yes the whitelist meta was controversial but all things considered it was a fun meta where people tried to go viral for a spot on the whitelist
i wish other solana startups the best on their adventures. i recommend people check out @pumpcade and @megapot which recently raised their seed with interesting concepts. im optimistic Solana will remain a place where the best founders working on financial games can try out their most interesting ideas
sincerely,
baoskee
We know many of you have been waiting for updates.
This transition has taken time, but it’s being built with a clear direction in mind: simpler access, clearer utility, and more grounded economics.
We appreciate the patience.
More soon. 👀
And we are back with another Happy Hour this Friday!
We’re hosting a Koii Town Hall this Friday on the Discord Stage, and you definitely don’t want to miss it!
When: Friday 24th of October 2025
Time: 12:30 PM EST // 4:30 PM UTC
Where: Discord Stage https://t.co/RfbGrHBEFG
Agenda:
- The release of Koii’s latest roadmap
- An open discussion about the network’s future
If you care about Koii, have invested in $KOII, or are just passionate about decentralization, we’d love to have you join the conversation and share your thoughts.
Don’t miss it — see you there!
👀 Got questions? Wanna vibe?
🌊 KOII HAPPY HOUR is LIVE this Friday!
⏰ 12:30 PM EST // 4:30 PM UTC
📍 Discord Stage
✨ News & updates
🎤 Open Q&A
🤝 Community vibes
Grab the mic, hang out, and connect!
Got a computer?
Run a Koii node and turn it into real utility:
Run AI models. Fuel dev tools. Power live projects.
Real impact. Real rewards.
Start earning: https://t.co/XBDUWdiW8O 🎏
🎏Koii Happy Hours is on YouTube!,
Catch the latest episodes here: https://t.co/mR4jZsoL42
And make sure to subscribe 🔔 to our channel and stay connected!
🌊KOII HAPPY HOUR🌊
This Friday @ 12:30 PM EST // 4:30 PM UTC
Live on Discord Stage and streamed on Youtube!
Join us for the Koiimunity Happy Hour — a relaxed gathering with news, updates, and live Q&A straight from the community.
- Bring your questions,
- Catch up on the latest,
- Connect with fellow members,
You are welcome to speak on stage 🎙️!
Don’t miss out on the fun 👀 — see you there!
🌊 KOII HAPPY HOUR 🌊
📅 This Friday
🕙 10:00 AM EST // 2:00 PM UTC
🎤 Live on Discord Stage: https://t.co/RfbGrHBEFG
This one’s gonna be HUGE:
⚡ Brand-new Tasks dropping
💥 Trading competition kicks off
🔥 Live Q&A — bring your questions
The Koiimunity is leveling up, and you don’t want to miss the action.
Pull through, make some noise, and catch the alpha. 🎏