Maret 717

Lillah Billah

[Maret 717 @gank717]

Join my team on GREY Network and let's mine together!

Use my link to get started:
https://t.co/d50dNgvOCG

[Grey Network @grey_network_ct]

📢 𝗚𝗿𝗲𝘆 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 𝗔𝗺𝗯𝗮𝘀𝘀𝗮𝗱𝗼𝗿 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻𝘀

After carefully reviewing applications from around the world, we're proud to announce the first group of ambassadors selected to represent Grey Network across their respective regions.

These ambassadors were chosen based on the strength of their applications, the impact of their communities, and their commitment to helping grow the Grey Network ecosystem across X and other social platforms.

Congratulations to everyone selected, and welcome to the Grey Network Ambassador Program! 🎉

If you've been selected, please check the email address registered with your Grey Network account for an official email containing the next steps.

To everyone who applied, thank you for your interest and support. While not every applicant could be selected this round, there will be more opportunities to join the program in future rounds.

Together, we're building a stronger global Grey Network community. ⚡

[Maret 717 @gank717]

Join my team on GREY Network and let's mine together!

Use my link to get started:
https://t.co/d50dNgvOCG

[Maret 717 @gank717]

Recovery GREY KEYs Wallet

[Grey Network @grey_network_ct]

📢 𝗪𝗮𝗹𝗹𝗲𝘁 𝗥𝗲𝘀𝗲𝘁 𝗙𝗲𝗮𝘁𝘂𝗿𝗲 𝗟𝗮𝘂𝗻𝗰𝗵𝗶𝗻𝗴 𝗝𝘂𝗹𝘆 𝟯𝟬

We've heard the concerns of users who lost their GREY KEYs, and we're introducing a Wallet Reset feature. Starting 30 July, users who have lost their GREY KEYs can create a new wallet linked to their account.

Building this feature cost us a great deal of time and resources. As a community-driven project, we're committed to listening to and addressing genuine user concerns.

⚠️ Important: Once your wallet holds assets, use this feature with extreme caution. Resetting your wallet creates a new wallet, and any assets in your old wallet will remain there and will no longer be accessible through your account. Your GREY KEY is the only key to your wallet, so keep it safe.

Keep mining, keep accumulating those $GREY gems, and remember: Being early is your greatest advantage. 🧡🩶

[Maret 717 @gank717]

The AIG family is growing faster than ever, and we couldn’t be more excited to have you all on this journey toward the future of banking and digital assets. The ecosystem is expanding, the community is thriving, and we’re just getting warmed up. https://t.co/BpltmHQZXN

[Maret 717 @gank717]

@CoinomiWallet 👍🙏😊😘

[Maret 717 @gank717]

@SoSoValueCrypto 🙏👍😊

[Maret 717 @gank717]

@SoSoValueCrypto https://t.co/WzleF1bg10

[SoSoValue @SoSoValueCrypto]

⏰ Upcoming Token Unlocks (May 11 - May 17）

Several crypto projects will unlock tokens this week, including $AVAX, $CHEEL, $XCN, $STRK, $TRIBL, $SEI, $ARB, $ZK

Investors, keep an eye on these token unlocks events!

[Maret 717 @gank717]

@SoSoValueCrypto

[Oxin Chain @oxinchain]

🚨 MEGA ANNOUNCEMENT: OXIN IS OFFICIALLY ON @coingecko ! 🦎🚨

🔗Track $OXIN: 👇https://t.co/HgVgIlEMoH

The wait is over, Oxin family!
We are beyond thrilled to announce that Oxin Chain ($OXIN) has been OFFICIALLY APPROVED & LISTED on @coingecko! 🎉🚀

#OxinChain #OXIN #CoinGecko #CryptoListing #T2E #Web3

[Maret 717 @gank717]

@SoSoValueCrypto

[Maret 717 @gank717]

@SoSoValueCrypto

[Maret 717 @gank717]

@SoSoValueCrypto 😊👍🙏

[Maret 717 @gank717]

@SoSoValueCrypto https://t.co/da2NoOoBN2

[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

[Maret 717 @gank717]

@SoSoValueCrypto

[Maret 717 @gank717]

@SoSoValueCrypto 🙏👍😊

[Maret 717 @gank717]

@SoSoValueCrypto https://t.co/nUmZmoltJv

[SoSoValue @SoSoValueCrypto]

The one-person finance business is no longer a fantasy. Onchain rails + AI + the right data tools — it’s now buildable by a single motivated person.

Wave 1 of the SoSoValue Buildathon closes May 12.
Show us your direction: your idea, your target users, how you’d use the SoSoValue / SoDEX APIs, and an early prototype. That’s all Wave 1 asks for.

The builders who start here shape what the ecosystem looks like. Come build yours.

Submit 👇
https://t.co/7Bhz6epoyi

Already submitted? Have an idea brewing? Share it below - let's see what the community is building.

[Maret 717 @gank717]

@SoSoValueCrypto

[Maret 717 @gank717]

@SoSoValueCrypto 😊👍🙏

[Maret 717 @gank717]

@SoSoValueCrypto https://t.co/wtCuPf8Bw4

[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.

[Maret 717 @gank717]

@SoSoValueCrypto