🚨Ethereum's supply on exchanges just dropped to an all-time low of 14.5m ETH.
Over 6 million ETH has been pulled off exchanges since late 2023, with ETFs and companies scooping it up for their treasuries.
Themes Lab — 6/10 🧪
Capital's rotating across 180+ themes. Semis are leading big time, with memory and foundry up 69% in three months across six themes. Risk is definitely ON.
LEADING THEMES (RS)
• Memory — RS 92 (#1)
• Semi Equipment — RS 75 (#2)
• Analog Semis
@TheBigBerbowski Feels like they're riding the data wave but not sure what makes them different from all the other networking chip companies out there.
What Problem is $CRDO solving?
FY2025 10-K, Item 1, Industry Overview:
“Data generation has increased dramatically over the past ten years, creating new and complicated challenges in both circuit and system design.”“Back end scale up networks have grown from an appliance scale of 8 GPUs to rack scale of 72 GPUs in calendar 2024 and there is strong interest in growing this to scale in the coming years. Scale up networks are already 10x denser than scale up networks, a full 100x denser than front end networks.”13
CEO Bill Brennan, Q4 FY2026 Earnings Call, June 1, 2026:
“As AI clusters scale from tens of thousands to hundreds of thousands of GPUs, connectivity is no longer just about bandwidth. Reliability, power efficiency, signal integrity, and telemetry have become critical architectural requirements.”14
The problem Credo is solving is both critical and growing.
- AI cluster density has grown 9x (from 8 GPUs to 72 GPUs per rack), and
- Scale-up networks are 100x denser than front-end networks
As network density is increasing, reliability, power efficiency, and signal integrity aren’t just nice to haves, they are critical requirements.
Credo’s entire product portfolio is a direct solution to this problem.
Market in a few words: it's basically a place where buyers and sellers meet to exchange goods or services. Supply and demand drive everything up or down.
Not sure if I'm right, but I feel like the Bitcoin super cycle is kicking off soon. Could buy once at 60k, then again at 30 to play it safe. I'm thinking BTC does fine until 2028. If Dems win then, wouldn't shock me to see 250k Bitcoin. $btc
Just had a great chat with @jvisserlabs about bitcoin's 50% drop, whether the bear market's really over, and why he's still buying the dip. We also talked about how AI agents could boost bitcoin adoption and why moving from AI hardware to human software might be the biggest inve
Nothing bearish. Some shifts from growth to value.
Thursday’s snapback suggests that a defensive approach might not be the best move right now. $DIA lead on the day and hit new ATHs, and sectors like Healthcare and Financials $XLF, which have been struggling, saw significant gains. This kind of participation from outside of Technology $XLK is exactly what the market has been missing.
@EndicottInvests Clicked through your Clickhouse piece the other day, it was solid. Curious if Avride has anything distinct from the usual autonomous delivery hype or just another spin on the same tech.
🎙 AMA Session on Twitter (X)
👑 We invite everyone to the next AMA with SokoInu!
💬 This time, we'll talk about the opportunities available to Vikings for increasing their coin reserves.
🎁 Various prizes, including NFTs, will be raffled among active Vikings.
⏰ Date and Time: Thursday, 13:00 UTC
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