sick of CA wall text so sharing the latest batch of @base stock tokens with fun narratives to create on @o1_exchange Launchpad https://t.co/jv67JzrLK0:
AI infrastructure and semiconductors
QCOMc (Qualcomm): Designs Snapdragon chips and licenses wireless technology. The story is diversifying beyond phones into PCs, cars and on-device AI.
ALABc (Astera Labs): Makes connectivity chips that move data inside AI servers. Its story is tied to AI data-center buildouts.
LRCXc (Lam Research): Makes equipment that etches and deposits layers on chips. Its story is the semiconductor spending cycle, with exposure to China export rules.
UMACc (Unusual Machines): Small-cap maker of drone components, mainly for FPV drones. Its story is the drone and defense hardware theme, and it is highly volatile.
Quantum, sensing and robotics
QNTc (Quantinuum): Builds trapped-ion quantum computers and software. Its story is commercializing quantum computing.
OUSTc (Ouster): Makes lidar sensors for robots, factories and vehicles. Its story is “physical AI,” meaning machines that perceive their surroundings.
Enterprise software and data
SNOWc (Snowflake): Cloud data platform. Its story is AI workloads running on enterprise data.
DDOGc (Datadog): Cloud monitoring software. Its revenue tracks how much customers use the cloud.
TEAMc (Atlassian): Jira and Confluence, sold per seat. The open question is whether AI helps or erodes seat-based software.
ADBEc (Adobe): Creative Cloud and Firefly generative AI. The same debate applies: AI tools as a boost or a threat to creative software.
Consumer platforms and payments
SNAPc (Snap): Snapchat. Its story is user growth and ad pricing against much larger rivals.
Vc (Visa): Global card network. Its story is steady payments volume and whether stablecoins or onchain settlement change its role.
Healthcare
AMGNc (Amgen): Biotech with products including Repatha, Prolia/Xgeva and Tezspire. Its story is patent expirations versus newer launches.
Industrials, energy and materials
CATc (Caterpillar): Construction and mining machinery, plus large generators. Its story includes power demand from data centers.
CVXc (Chevron): Integrated oil major. Its story is oil prices, Permian production and the Hess acquisition.
MPc (MP Materials): Operates the main US rare-earth mine and magnet plant at Mountain Pass. Its story includes the 2025 Pentagon backing and the push to build a non-China magnet supply chain.
Consumer and travel
AALc (American Airlines): Airline. Its story is sensitivity to fuel costs, labor and travel demand.
Tired of an AI assistant nodding along to every flawed prompt?
Teamily AI replaces sycophancy with team agents:
• agents challenge each other's claims
• shared context in one group chat
• humans get actual critical feedback
Group chat fixes solo AI.
#Teamily_AI
@Teamily_AI Congrats! 🎉 I just dropped my topic, script, and storyboard into a group chat this week. I tweaked the target audience, and the agents automatically took the baton and adjusted everything else accordingly—this "loop" workflow is absolutely brilliant!
Handoffs across apps slow small teams down until team agents join the workspace on Teamily AI.
• 10K+ company teams active
• 300+ daily Agentic Loops created
• ~6 agent tasks per group per day
Multi-agent work stays visible across apps.
Codex wrote the fix. @SimularAI found the bug in Edge on a real Windows PC and verified it
#1 on OSWorld 2.0 in partial success rate (79.38%)
Sai = $14.34 per task; Anthropic's Claude Computer Use with Opus 5 = $24.11
https://t.co/Q6Z2qUDukR
Comment "prompt" and I'll DM it to you
CTO take: the model stopped being our bottleneck a while ago. The environment is.
Sai API ships that environment: a Windows cloud computer per agent, a live view, approval before risky steps. The full demo builds an app on it from one prompt.
setting up agent instructions and handoffs in this clip shows how Loop works.
→ define roles for the project
→ assign a Business Agent to handoffs
→ rerun the workflow from chat
@Teamily_AI launched 2.0 for small businesses and teams today. explore it in Teamily AI.
GM Beepers
@0xvati, @what_da_beep, and Igor from Beep team will take the stage across multiple keynotes at Sui Basecamp 2026 today, sharing our vision for the agentic finance and upcoming updates.
Tune in to the livestream and catch their talks as they happen.
Your next HertzFlow Mainnet post could claim a spot among 18 winners. 👀
HertzFlow X Content Challenge is live now through Oct 7. 🔥🔥🔥
Share original content, tag @Hertzflow_xyz , use #HertzFlow, and submit the form to compete for 850 USDC, with multiple entries allowed.
Write. Share. Repeat. 🔥
Learning research skills from scientific feedback is a direction that is promising, and I’m looking forward to what comes next.
Great to see my friends launch their project. Good luck @zhenfei_yin_yzf@LingYang_PU@Charles_Y_Wu ☺️
Read our full technical blog for details: https://t.co/PgyFkrJdXG
TwinDEX reaches the strong capability-cost trade-off among the evaluated hand morphologies. Its 7-active-DoF, three-finger design preserves high dexterity across precision manipulation, in-hand manipulation, tool use, and human-machine interaction, while keeping the system reliable, wearable, calibratable, and scalable.