Zena

Turtle Trade | Ambassador of @poddotnetwork

My biggest mistake wasn't missing alpha
It was abandoning my own
Trust your thesis. Act on it !!!

[Zena @ZMaindrajaya]

"You have to trust in something — your gut, destiny, life, karma, whatever. This approach has never let me down, and it has made all the difference in my life."

- Apple co-founder Steve Jobs

[Zena @ZMaindrajaya]

@poddotnetwork When access? 👀

[Pod Network @poddotnetwork]

Infineon led this week’s winners, up 7.74%.

It closed its C2i deal, adding digital controls for AI-server power, and unveiled a 27 kW power supply reference design. As racks draw more electricity, delivering it efficiently becomes part of the AI trade.

Exotic.

[Zena @ZMaindrajaya]

@poddotnetwork All eye on AI now

[Pod Network @poddotnetwork]

Alibaba is spending heavily on AI infrastructure.

The next test is whether cloud revenue can accelerate while margins improve.

Analysts expect both in the September quarter.

[Zena @ZMaindrajaya]

@poddotnetwork higher and higher

[Pod Network @poddotnetwork]

The demand for super intelligence has only just begun.

Exotic.

[Zena @ZMaindrajaya]

@Thekokocrypto Baru minus 60an % ko, msh ada 30an lagi biar minus 90an%

[Zena @ZMaindrajaya]

@poddotnetwork Gpod

[Pod Network @poddotnetwork]

Samsung overtook TSMC as Tokyo Electron’s biggest customer last year.

The AI memory buildout isn’t just about chip sales. Samsung and SK hynix are buying equipment to expand production, and TEL sees ¥1T in operating profit within reach if that spending continues.

Exotic.

[Zena @ZMaindrajaya]

@poddotnetwork Robot robot and robot

[Pod Network @poddotnetwork]

South Korea wants Korean chips inside Korean robots.

Doosan Robotics secured two government R&D projects worth $50M to build the country’s first physical AI manufacturing platform by 2031. Chip policy is becoming robotics policy.

Exotic.

[Zena @ZMaindrajaya]

@poddotnetwork Clever strategies from Tencent 👀

[Pod Network @poddotnetwork]

Tencent is leasing 100,000 AI chips from Oracle data centers in Southeast Asia in a 5 year deal worth $7B.

Renting chips overseas lets a Chinese tech group tap advanced AI hardware it can't buy directly at home, where the top chips are restricted.

Exotic.

[Zena @ZMaindrajaya]

@poddotnetwork when i can buy it 👀

[Pod Network @poddotnetwork]

DroneShield led this week’s top performers, up 12%, after winning a US counter-drone contract worth up to $500M.

The deal opens a faster route to orders for bases and critical infrastructure. Counter-drone defense is expanding from battlefields to the home front.

Exotic.

[Zena @ZMaindrajaya]

@poddotnetwork Every Miner pivot to AI

[Pod Network @poddotnetwork]

Bitdeer made its name mining Bitcoin. Now it has AI cloud customers committed to more than 70% of a new Malaysia data center before the site is powered.

Those customers are reserving capacity for 2027, providing evidence that the AI buildout is still underway across the globe.

[Zena @ZMaindrajaya]

@poddotnetwork Exotic

[Pod Network @poddotnetwork]

MiniMax made $116.6M in H1 2026, more than its total 2025 revenue. Open Platform and enterprise revenue rose 703% as more businesses are paying to build on its open models.

For Chinese frontier models, the bet is that commercial demand can become profitable growth.

Exotic.

[Zena @ZMaindrajaya]

@poddotnetwork Access denied