π Invite Contest is live!
Two contests. More chances to win. Invite valid friends, climb the leaderboard, and earn cash + GEM rewards.
π Monthly Invite Contest: Season 1
π May 11 - June 10
The monthly prize pool is guaranteed at $300 and can grow up to $2500.
For every 10K valid invites, the prize pool increases by $30.
Monthly reward distribution:
π₯ #1: 20% of the prize pool
π₯ #2: 10%
π₯ #3: 5%
π #4-10: 3% each
π #11-20: 0.8% each + 10K GEMs
π #21-50: 0.5% each + 8K GEMs
π #51-75: 15K GEMs
π #76-100: 8K GEMs
Example based on a $1000 prize pool:
π₯ #1: $200
π₯ #2: $100
π₯ #3: $50
π #4-10: $30 each
π #11-20: $8 each + 10K GEMs
π #21-50: $5 each + 8K GEMs
π #51-75: 15K GEMs
π #76-100: 8K GEMs
π― Weekly Invite Contest: Season 2
π May 11 - May 17
Weekly rewards:
π₯ #1: $20
π₯ #2: $8
π₯ #3: $4
π #4-5: $2 each
π #6-10: $1 each
π #11-20: 10K GEMs
π #21-35: 4K GEMs
π #36-50: 2K GEMs
β Top 100 win in the Monthly Contest.
β Top 50 win in the Weekly Contest.
β³ Monthly rewards must be claimed within 7 days after the contest ends.
β³ Weekly rewards must be claimed within 3 days after the contest ends.
β οΈ Abnormal or fraudulent invites will not receive any rewards, and any prize pool amount added from them will be deducted.
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π¨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly
AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year.
On the surface, the financials were a modest beat across the board β but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20.
β‘οΈCore Theme: Data Center Takes the Wheel
Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth β powered by the dual engine of EPYC server CPUs and Instinct GPUs.
The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference β they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together.
Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 β effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM.
πProduct Pipeline: MI450 / Helios Enter the Visible Order Cycle
On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments β including additional multi-gigawatt opportunities.
More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR.
On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality.
Q2 Outlook: Above Expectations, Data Center Continues to Accelerate
AMD guided Q2 revenue to approximately $11.2B (Β±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth.
πBottom Line
This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure."
The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target β the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names β Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade.
Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.
As part of our Ad Revenue Buyback & Burn program, the Buyback Wallet has now been fully sent to the dead address.
Total Burned: 266,051,965.83 CPEN
β’ Main Tx: https://t.co/gZO4Fwf63L
β’ Tx 2: https://t.co/X4f0TD5FCc
This marks the first official burn under the structured program.
π Going forward
Burns will take place quarterly on the last business day of:
Jan Β· Apr Β· Jul Β· Oct
Next burn: July 31, 2026
Each burn will always be shared publicly with full transaction transparency.
π What continues daily
Open-market buybacks are still ongoing, funded by ad revenue.
The Buyback Wallet is now reset and ready for the next cycle.
π Full burn history: https://t.co/wYTr6mQEKM
Thank you for being part of the journey.
cPen Team
π₯ ~$9,023 Grand Prize. And itβs a FREE draw.
Chasepot Round 20260427 is LIVE!
π Grand Prize: 6,440 USDT + 4,215,520 CPEN
π ~$9,024 at round creation
β° Entries close: Sunday, May 3, 2026
Chasepot is a free draw for eligible users in the official cPen app.
No purchase necessary. Just pick your numbers and enter.
β οΈ If you donβt see the full Grand Prize in your app, please update to the latest version.
π Previous Round 20260420
Winning Numbers: 4, 9, 22, 23, 27, 34
No one matched all 6 numbers this round.
π The grand prize rolls over and keeps growing.
π Partial Match Winners
5/6 β 2 winners β 30 USDT
4/6 β 61 winners β 3 USDT
3/6 β 951 winners β 3 Free Entries
2/6 β 6,737 winners β 1 Free Entry
Match 2+ numbers to earn rewards.
π Congratulations to all partial match winners!
π Ambassador Bonuses
6 Ambassador bonuses were earned this round.
Refer friends and earn when they win.
π Provably Fair & Verifiable
Winning numbers are generated using Chainlink VRF for verifiable on-chain randomness.
All entries are synced on-chain before the draw.
β Verify the previous round: https://t.co/l4oPhz6oiJ
π± Join now: https://t.co/HB3sJFn7jk
β οΈ Eligibility: KYC verified, 18+, active mining
Availability may vary by region
Good luck everyone π
#cPenNetwork
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π¨SoSoValue Flash: UAE Shakes OPEC as AI Logic Faces "Moment of Truth"
π₯ Core Catalyst: Truce Extensions & Tehran ShadowsWhile the Israel-Lebanon truce extension provides a temporary diplomatic floor, the UAE's exit from OPEC+ introduces a structural supply shock to the energy complex. Geopolitical risk in Hormuz is now battling a looming oil glut, shifting the market's focus from "supply disruption" to "production competition" as the primary driver for crude.
π Key Logic Shifts:
1οΈβ£ Energy Shock: The UAE exiting OPEC+ effective May 1 is a regime shift. A planned production ramp-up fundamentally undermines the OPEC+ price floor, effectively neutralizing the risk premium traditionally associated with the "Tehran Shadows" over the Strait. 2οΈβ£ Macro Policy: A hawkish BoJ hold (3 dissenters) and soaring June hike odds signal a rapid unwinding of the yen carry trade. This heightens the stakes for Powellβs tone on Wednesday as the market prepares for the transition to the "Warsh Era."
3οΈβ£ AI & Earnings: Rumors of OpenAIβs revenue miss add a layer of fragility to the AI narrative. Wednesdayβs "Big 4" earnings (MSFT, GOOGL, META, AMZN) must now provide concrete evidence that massive compute Capex is generating sufficient ROI to sustain current valuations.
π Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
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