Akintade olumide

[Akintade olumide @f_akintade]

Pioneers, Help Bring More AI-Created Apps to Pi and Enter Raffle to Win Pi Merchandise! https://t.co/jlAJXay3UJ

[cPen Network @cPenCoreTeam]

🔥 ~$11,331 Grand Prize. And it's a FREE draw.

New Chasepot Round 20260511 is LIVE!

🏆 Grand Prize: 8,550 USDT + 4,221,210 CPEN
📊 ~$11,331 at round creation
⏰ Entries close: Sunday, May 17, 2026

Chasepot is a free draw for eligible users in the official cPen app. No purchase necessary. Just pick your numbers and enter.

Previous Round 20260504 Results

Winning Numbers: 2, 5, 12, 18, 39, 43

No one matched all 6 numbers this round.
The grand prize rolls over and grows even bigger. 🍀

Partial Match Winners

4/6 -> 51 winners -> 3 USDT
3/6 -> 808 winners -> 3 Free Entries
2/6 -> 7172 winners -> 1 Free Entry

Match 2 or more numbers and earn rewards.

Ambassador Bonuses

7 Ambassador Bonuses were earned this round.
Refer friends through the Ambassador program and earn bonuses when they win.

🔒 Provably Fair & Verifiable

Winning numbers are generated using Chainlink VRF for verifiable on-chain randomness.

All entries are synced on-chain before the winning numbers are generated.

✅ Verify the previous round:
https://t.co/OeDLnfWNNA

📱 Want to participate? Download the cPen app and get started:
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⚠️ Eligibility: KYC verified, 18+, active mining. Availability may vary by region.

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[Akintade olumide @f_akintade]

@SoSoValueCrypto Nice

[Akintade olumide @f_akintade]

@SoSoValueCrypto https://t.co/ZS3rMkbbgP

[SoSoValue @SoSoValueCrypto]

https://t.co/lniPPWxcBx

[Akintade olumide @f_akintade]

@SoSoValueCrypto Nice project

[Akintade olumide @f_akintade]

@SoSoValueCrypto Nice

[Akintade olumide @f_akintade]

@SoSoValueCrypto https://t.co/q68WCzS8ln

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: US-Iran Talks Collapse, Trump’s Beijing Visit Re-anchors Macro

💥 Core Catalyst: Truce Extensions & Tehran ShadowsWeekend negotiations failed as Trump rejected Tehran’s counter-proposal as "completely unacceptable," pushing Brent back above $105. While the "Tehran Shadows" persist, the lack of fresh military exchanges over the weekend suggests markets remain desensitized to localized skirmishes, focusing instead on the diplomatic stalemate.

🔍 Key Logic Shifts:
1️⃣ Geopolitics: The MOU collapse puts a floor under oil, but the macro tape is already pivoting. Trump’s scheduled visit to Beijing (May 14–15) is the new primary anchor, potentially recalibrating global trade expectations and the geopolitical risk premium.
2️⃣ Macro Policy: Strong April nonfarms and a steady jobless rate give the Fed cover to hold steady. Inflation remains the ultimate swing factor; if triple-digit oil persists, fears of a H2 rate hike could re-enter the conversation.
3️⃣ AI FOMO: AI remains the undisputed market axis. Friday’s sharp snap-back in Memory and CPU names—following a brief dip—has re-ignited FOMO. We are seeing a "Concentration > Breadth" regime where top-tier narratives are being pushed toward vertical extremes.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC

[Akintade olumide @f_akintade]

Good@SoSoValueCrypto

[cPen Network @cPenCoreTeam]

🔥 ~$10,136 Grand Prize. And it’s a FREE draw.

🎉 First time ever: Chasepot crosses $10K!

Chasepot Round 20260504 is LIVE!

🏆 Grand Prize: 7,550 USDT + 4,215,590 CPEN
📊 ~$10,136 at round creation
⏰ Entries close: Sunday, May 10, 2026

Chasepot is a free draw for eligible users in the official cPen app.
No purchase necessary. Just pick your numbers and enter.

📊 Previous Round 20260427

Winning Numbers: 1, 9, 23, 29, 42, 43
No one matched all 6 numbers this round.
🍀 The grand prize rolls over and keeps growing.

🎁 Partial Match Rewards

4/6 → 31 winners → 3 USDT
3/6 → 689 winners → 3 Free Entries
2/6 → 6,310 winners → 1 Free Entry

Match 2+ numbers to earn rewards.

🏅 Ambassador Bonuses

3 Ambassador bonuses were earned this round.
Refer friends and earn when they win.

🔒 Provably Fair & Verifiable
Winning numbers are generated using Chainlink VRF for verifiable on-chain randomness.

All entries are synced on-chain before the draw.

✅ Verify the previous round:
https://t.co/5KkLZDHhfH

📱 Join now: https://t.co/HB3sJFn7jk

⚠️ Eligibility: KYC verified, 18+, active mining
Availability may vary by region

Good luck everyone 🍀
#cPenNetwork

[Akintade olumide @f_akintade]

@SoSoValueCrypto

[Akintade olumide @f_akintade]

@SoSoValueCrypto

[Akintade olumide @f_akintade]

Nice project@SoSoValueCrypto

[Akintade olumide @f_akintade]

@SoSoValueCrypto

[Akintade olumide @f_akintade]

@SoSoValueCrypto https://t.co/wKKZkr9cM4

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Hormuz Skirmishes Ignite Noise, AI Shifts into "Seesaw" Mode

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA direct military flare-up occurred as Iran accused the U.S. of striking a tanker, triggering IRGC retaliation against warships followed by U.S. counterstrikes. However, Trump maintains that the ceasefire holds, and Washington’s "self-defense" framing signals a lack of appetite for full-scale escalation, containing the macro fallout.

🔍 Key Logic Shifts:
1️⃣ Geopolitics: Local skirmishes pushed Brent back above $100, injecting fresh anxiety into the 14-point deal narrative. Yet, as long as both sides signal restraint, the damage to global risk appetite remains localized rather than systemic.
2️⃣ Macro Policy: Japan is suspected of a third FX intervention raid near ¥4.68T. Repeated yen-defense measures are steepening the odds for a June BOJ rate hike, adding pressure to global carry trade dynamics.
3️⃣ AI & Earnings: AI remains the undisputed engine, but internal rotations have begun. After an explosive rally, Memory and CPU players are seeing profit-taking, while NVIDIA and software laggards are catching a bid. Consolidation looms as the market gauges the "post-earnings" narrative.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC

[Akintade olumide @f_akintade]

@SoSoValueCrypto Nice project

[Akintade olumide @f_akintade]

@SoSoValueCrypto https://t.co/wHr72CWnUx

[SoSoValue @SoSoValueCrypto]

🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly

AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year.
On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20.

⚡️Core Theme: Data Center Takes the Wheel
Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs.
The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together.
Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM.

🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle
On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities.
More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR.
On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality.
Q2 Outlook: Above Expectations, Data Center Continues to Accelerate
AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth.

📈Bottom Line
This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure."
The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade.
Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.

[Akintade olumide @f_akintade]

@SoSoValueCrypto Good job

[Akintade olumide @f_akintade]

@SoSoValueCrypto https://t.co/HGPnknUsJ2

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Hormuz Returns to the Table, AI Hardware Maps "Exponential" TAM

💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump has paused the "Freedom Plan" escort in favor of diplomacy, as both sides review a 14-point US proposal. While the "Tehran Shadows" persist, the pivot back to the negotiation table has temporarily capped the immediate escalation premium, returning the market to a "talk-and-stall" regime.

🔍 Key Logic Shifts:
1️⃣ Geopolitics: The shift from force to 14-point negotiations confirms that a military fix for Hormuz remains a last resort. Markets are largely shrugging off the diplomatic back-and-forth, treating it as a structural but contained overhang.
2️⃣ Macro Policy: April ISM Manufacturing Prices surged (+25.6 pts over 3 months), signaling massive cost-push inflation. With Japan intervening for three straight days, the June BOJ hike risk is adding a fresh layer of volatility to global carry trades.
3️⃣ Earnings Surge: AMD raised its 2030 CPU TAM to $120B, doubling the CAGR guide to 35%. This reinforces the AI hardware bull case and suggests the cycle is moving from "recovery" toward "euphoria" as pricing power remains robust.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC

[Akintade olumide @f_akintade]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Hormuz Returns to the Table, AI Hardware Maps "Exponential" TAM

💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump has paused the "Freedom Plan" escort in favor of diplomacy, as both sides review a 14-point US proposal. While the "Tehran Shadows" persist, the pivot back to the negotiation table has temporarily capped the immediate escalation premium, returning the market to a "talk-and-stall" regime.

🔍 Key Logic Shifts:
1️⃣ Geopolitics: The shift from force to 14-point negotiations confirms that a military fix for Hormuz remains a last resort. Markets are largely shrugging off the diplomatic back-and-forth, treating it as a structural but contained overhang.
2️⃣ Macro Policy: April ISM Manufacturing Prices surged (+25.6 pts over 3 months), signaling massive cost-push inflation. With Japan intervening for three straight days, the June BOJ hike risk is adding a fresh layer of volatility to global carry trades.
3️⃣ Earnings Surge: AMD raised its 2030 CPU TAM to $120B, doubling the CAGR guide to 35%. This reinforces the AI hardware bull case and suggests the cycle is moving from "recovery" toward "euphoria" as pricing power remains robust.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC