Dan Ayidu

I am destined for distinction, wired for greatness, programmed for success and designed for the very top. I am born to win.

[Dan Ayidu @danayidu]

🚨Ethereum on exchanges just hit a record low—only 14.5m ETH left out there. Since late 2023, over 6 million ETH has been pulled off exchanges, thanks to ETFs and companies stacking up.

[Dan Ayidu @danayidu]

Themes Lab — 6/10 🧪

Capital's moving fast across 180+ themes. Semis are on fire — memory and foundry leading the charge, up 69% in 3 months. Market's feeling RISK-ON.

TOP MOVERS (RS)
• Memory — RS 92
• Semi Equipment — RS 75
• Analog Semis — RS 78
• AI Server

[Dan Ayidu @danayidu]

@TheBigBerbowski Saw that too. It’s basically saying the old network setups can’t handle the data explosion anymore, so they’re selling a faster, more scalable solution for data centers.

[TheBigBerbowski @TheBigBerbowski]

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.

[Dan Ayidu @danayidu]

USD is pretty flat against the EUR, JPY, and GBP as North American trading kicks off 😶
https://t.co/atwgYoI8UR

[Dan Ayidu @danayidu]

$BTC always pulls the same moves, doesn't it? 😅

[Dan Ayidu @danayidu]

People sleep on selling options, but it's legit income. I'm not leaving cash behind. 🔥

[Dan Ayidu @danayidu]

@1000xStocks Interesting framing but feels a bit premature. FAANG still prints money, MANGO just has hotter hype right now.

[1000xSTOCKS @1000xStocks]

FAANG is dead... Welcome to MANGO.

- Meta
- Anthropic
- Nvidia
- Google
- OpenAI

Think about what that means…

The companies that defined the last 15 years of tech just got replaced by the AI boom.

FAANG built the apps. MANGO builds the intelligence behind them.

$NVDA makes the chips. $GOOGL, OpenAI, Anthropic, and $META build the models.

Every major AI project depends on at least one of them.

And here's the interesting part:

The two hottest names in MANGO, OpenAI and Anthropic, aren't even public.

[Dan Ayidu @danayidu]

Trump keeps saying we're close to a deal with Iran. He's said it 37 times in the last 100+ days. Make it make sense 😤

[Dan Ayidu @danayidu]

The LIT Sunday News is out now!

After Friday's rough sell-off, get ready for the week ahead and be prepared.

Free and paid members can check it out here: https://t.co/KOMzqBKCQL

[Dan Ayidu @danayidu]

So you bought stocks on margin and they're up 30% now — would you sell even though you want to hold them long term?

[Dan Ayidu @danayidu]

9 people dead in an Israeli airstrike in south Lebanon, including Lebanese army officers. 😔

https://t.co/qbqbXcP6kE

[Dan Ayidu @danayidu]

Hold off on buying the dip for $DRAM or $SOXL, even though they dropped hard Friday. 📉

$DRAM still has a gap to fill down to $53.67 and might test a trendline around $51 first before bouncing.

$SOXL could slide to a support trendline near $170. If that breaks, next stop i

[Dan Ayidu @danayidu]

Thermal camera caught something wild over Area 51… people are already guessing it’s a next-gen stealth jet 👀

https://t.co/uvvlNMszmD

[Dan Ayidu @danayidu]

@Mr_Derivatives I get the point, but institutions also brought liquidity and stability. The real question is whether that trade-off was worth losing the wild upside.

[Heisenberg @Mr_Derivatives]

$BTC will need to more than double here to get back to ATH’s.

$ETH will need to more than triple here to get back to ATH’s.

Did the institutionalization of crypto spell the actual doom of it?

[Dan Ayidu @danayidu]

Silver hit its 7-month uptrend and the 200-day moving average yesterday. Yeah, it's a rough sell-off, but prices were even lower back in February and March. Reckon we'll get through this one too...

[Dan Ayidu @danayidu]

thankful for the gains 📈
$SPX $SPY $QQQ

[Dan Ayidu @danayidu]

Huge sell-off today - $1.8 billion in leveraged crypto positions got wiped out.

That's the biggest single-day liquidation since January 2026. 😬