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Trend Speculator
There is only one side… The right side

[Spec @SpecVibe]

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[The Rollup @therollupco]

The @NEARProtocol, ZEC, HYPE Trifecta Bull Thesis with @CryptoHayes & @ilblackdragon

Timestamps
00:51 Arthur's Macro Thesis
01:32 AI Is National Defense
04:10 Full Port NEAR Zcash Hype
05:23 L1 Consolidation Has Begun
08:26 Why Arthur Loves Zcash
10:03 Naval Changed Arthur's Mind
12:56 Intents Enable Anonymous Swaps
13:45 20x NEAR vs 5x ZEC
14:51 $19B Volume $33M Fees
15:47 Privacy Enables Mass Adoption
19:07 NEAR Fully Diluted Now
21:01 AI Blockchain Vision 2017
26:31 HyperLiquid Fulfills DeFi Dream
28:43 No VC Sales Revenue Share
32:02 AI Labor Displacement Thesis
38:39 AOC 2028 Risk Scenario
44:39 When Does NEAR Deflate?
46:52 $150 Price Target Hype

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

My favorite section (besides free cash flow) of the SpaceX S-1...

There's a HUNDRED YEARS worth of scamming potential here, lol!

$SPCX

[Spec @SpecVibe]

When 1 bands on zcash

$zec

[Spec @SpecVibe]

$ZEC What if Zcash does this

Be good November 😏

[Spec @SpecVibe]

HYPERLIQUID

hyperliquid:native

[Spec @SpecVibe]

$hype

Hyperliquid

[First Squawk @FirstSquawk]

TOP NATO COMMANDER: US DECISION TO REDEPLOY AN ARMOURED BRIGADE FROM EUROPE WILL NOT IMPACT THE EXECUTABILITY OF NATO'S DEFENCE PLANS

[FSMN @faststocknewss]

US official says the Iranian state media report claiming the US agreed to lift oil sanctions while talks are ongoing is false, per CNBC's Megan Cassella.

[Spec @SpecVibe]

@chartzfukup Thanks

[Spec @SpecVibe]

Clarity act on the folio 📈

Sidelined on Bullish news week

$btc $sui $eth $ton

[Adeniyi.sui @EmanAbio]

free stablecoin txns are launching IMMINENTLY on @SuiNetwork

[Spec @SpecVibe]

Holy Pump 🔥

$Sui

[Spec @SpecVibe]

SUI SUNDAY PUMP IN FULL EFFECT 🔥

$SUI #Sui #Crypto

[Spec @SpecVibe]

$neet

Not in Education
Not in Training
Best meme for current trend

[Spec @SpecVibe]

@DegenerateNews Full send

[Spec @SpecVibe]

$SUI just punched out of consolidation range🔥

Accumulation phase over for SUI?

[Spec @SpecVibe]

SUI SUNDAY PUMP IN FULL EFFECT 🔥

$SUI #Sui #Crypto

[Spec @SpecVibe]

Good ticker 👍

Massive green volume. Clean breakout.

$SUI

[Spec @SpecVibe]

$SUI just punched out of consolidation range🔥

Accumulation phase over for SUI?

[Spec @SpecVibe]

@gainzy222 Max long

[Spec @SpecVibe]

Are you in $ONDO or watching? 👀

[Spec @SpecVibe]

$SUI just punched out of consolidation range🔥

Accumulation phase over for SUI?

[Milk Road AI @MilkRoadAI]

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade.

Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute."

"The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute."

Think about what that means.

Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it.

That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend.

The data backs him up completely.

Data centers will consume 70% of all memory chips produced globally in 2026.

Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server.

DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+.

The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better.

Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated."

This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power.

Check out Milk Road Pro, link below to access our full thesis and plays.

[Spec @SpecVibe]

MXL (MaxLinear) might be the most underrated AI infrastructure play right now:
1/ Optical data center revenue just exploded +136% YoY. Broadband used to be the core biz AI infrastructure just dethroned it.

2/ Q1 2026: $137M revenue, +43% YoY. Q2 guidance: $160–$170M. They RAISED full-year optical data center targets by $40M. Beats + raises = momentum.

3/ The Keystone platform is winning hyperscaler deals. These aren’t small customers we’re talking deep-pocketed cloud giants building out AI data centers at scale.

4/ CEO on the call: “Production ramps begin late 2026, with strong growth continuing through 2027 as the next-gen speed & bandwidth cycle unfolds.” The runway is long.

5/ $130M revolving credit facility extended to 2028. Unprofitable companies with AI tailwinds need liquidity they have it.

Bullish analyst estimates put 2028 revenue at ~$684M.
The stock already ripped. But if the Keystone ramp executes, this might just be the beginning. 👀

$MXL #Semiconductors #AI

$mxl