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[Rittenhouse Research @RHouseResearch]

Baseten CEO @tuhinone tells Altimeter's @apoorv03 that one of Baseten's cloud providers has already indicated their B200 prices ($/GPU hour) are set to double when existing contracts expire and are up for renewal later this year.

"If you go out right now saying you want a thousand GPUs, truly.. people are talking about Q2 of next year. So 12 months out, maybe 15 months out.

We have a cluster.. in one of these clouds.. of B200s.. Our unit price right now is $2.63 an hour.. that's up for renewal in October. They came to us already in May and said $5.10 is the new price.. So double."

[investing @DollarCostAvg]

$MU CEO: Memory is the invisible layer powering AI growth.

As AI inference scales, memory demand scales with it—often exponentially. More tokens, larger context windows, and more AI workloads all require greater memory capacity and bandwidth. AI can’t grow without memory growing alongside it.

JUNE 24: Expected to beat EPS and Raise guidance further.

$NVDA $MRVL $ANDK $WDC $MSFT $NBIS $IREN $GOOGL $META $AMZN

[徐老猫 @raycat2021]

专业画师和漫画家的差距😂

[川沐｜Trumoo🐮 @xiaomustock]

今天把大部分仓位换到了
#sk海力士 正股和 #2x海力士 。
有几个原因
1.下个月海力士美股adr
2.下个月hbm4e送样
3.下个月23号海力士q2财报
4.美光6.18号财报对于美光自己涨跌都有可能，但对于海力士就是可预测的提振刺激。
5.adr后的海力士分红计划和回购计划。
6.怕其他股票因为涨幅波动，变相在海力士里面防守。

[川沐｜Trumoo🐮 @xiaomustock]

海力士这一段是目前市面上确定性非常高的机会，45天内这些利好都要发生。
准备大仓位捏45天。

[川沐｜Trumoo🐮 @xiaomustock]

打个标记，
海力士q2利润保守预估1100亿美金纯现金，
今日海力士市值11200亿美金。
接下来45天是海力士的强势期，
到时候q2的利润绝对吓死绝大多数人。

[Read @read0757]

@jiahanjimliu Happiness！

[Frans Bakker @FransBakker9812]

Just in:
My channel checks confirm that $IREN will bring building 1 of Horizon 1 online this week.

Final wiring of UPS buildings is expected to be completed by Thursday.

Will the company inform the market with a photo op?

Personal estimates for Horizon 1 delivery:
- Building 2 by mid July
- Building 3 by the end of July
- Horizon 1 as 50MW cluster including network core operational: At or before earnings in first half of August.

Not financial advice.

[zerohedge @zerohedge]

Perfect storm: token costs down 20% since start of the month (down 11 of 12 days) , while compute rental prices are at 1 month lows

[XCap @XCapitalMgmt]

$IREN shareholders foaming at the mouth for next large scale cloud deals because it is obvious how tight the market is for compute in '26-'27, meanwhile $IREN has the most MW to sell in that timeframe (nearly 400 MW gross at Childress and at least 200 MW IT at Sweetwater).

No idea when a deal's coming, but I do think the quotes below beg the question as to why GPU orders haven't been announced for air cooled GPUs at Childress. Either (i) $NVDA partnership pulls up delivery timeline, (ii) Dell can pre-aggregate GPUs, (iii) customer(s) are bringing their own (both @elonmusk and @mikealfred have noted that Blackwells will be sitting in warehouses by end of this year so there's a non-zero chance that Childress air cooled is at least partially colo so that those GPUs aren't depreciating on a customer's books with no revenue), or (iv) something is going awry in the negotiations that have been "advanced" now for multiple quarters.

I believe deeply in $IREN and @danroberts0101 and will be increasing my exposure this week. I remember the slow pace of $BTC mining expansion in early 2024 before they absolutely ripped it once they got the cadence going at Childress. Feels like the datacenter buildout will do something similar, but until we get an update on Horizon 1, market will continue to discount for execution risk.

Excited for $IREN to headline the @RaiseSummit July 7-9. Personally, I'd prefer to see commercial progress on the large scale deals and/or execution progress on Horizon buildout before seeing $IREN claim the headline position, but global brand recognition matters when you've got over 5 GW to sell of the most in-demand, renewably sourced, strategically located, grid-connected power in the tightest market in history.

~2 months to Aug-26 earnings (90 days from last earnings suggests 8/5 or 8/6 but $IREN's FY ends 6/30 so this year's EC could land later if last year's 8/28/25 date is the anchor).

I continue to believe that the customer(s) will ultimately drive signature timing because channel checks (e.g., quotes below) continually indicate that customers are locking up '26-'27 capacity NOW. But until it happens, market will discount heavily. I'll wait.

[Jim Liu @jiahanjimliu]

The bottleneck $IREN needs to overcome.

Having higher priority on GPUs via Nvidia Partnership will be critical for IREN. Unfortunately, 2026 GPUs are all allocated.

You can see here that used A100/H100/H200s are sold out with a backlog.

$IREN has secured GPUs for 3.7B ARR exiting 2026 but they are all coming later in each quarter.

[David Tsai/蔡慎坤 @cskun1989]

太子的陈志、汇旺的李雄、安徽商会的刘忍，曾经在柬埔寨灰产江湖叱咤风云的大佬，一个接一个落网。昨天，网上有消息传出，又一个柬埔寨大佬在日本东京被抓了。消息称：“日本警察厅以违反日本签证法令，对胡小伟进行抓捕调查。”据称太子集团有其他成员在场，但只带走了胡小伟。胡小伟拥有多重身份，又名陈小二、胡晏铭、胡石，是太子集团核心/幕后人物，是陈志“大哥”。

香港高等法院5月批准香港特区政府律政司向陈志等42人及其公司的限制令申请。限制令申请中还包含陈志集团高层周芸、李添、胡小伟及旗下38家公司。据权威机构披露，受到美国制裁的陈小二、被香港律政司发出限制令的胡晏铭以及2010年被重庆网警查获的“骑士攻击小组”非法入侵计算机系统案主谋胡小伟，系同一人。

胡小伟早年成名于黑客“骑士攻击小组”，后涉涉私服赌博、电诈园区、跨境洗钱。2025年10月被 美国制裁；2026年3月被英国制裁；2026年5月被香港高院冻结资产约89亿港元。

胡小伟的人生轨迹，几乎浓缩了中国互联网黑灰产业过去二十年的发展史。

2010年公安部网络安全保卫局挂牌督办了一起重大网络犯罪案件——“骑士攻击小组”非法入侵计算机系统案。这个组织长期通过黑客攻击游戏私服服务器实施敲诈勒索。

在重庆警方的集中打击下，大部分核心成员落网。然而，当时作为组织两大负责人之一的胡小伟，却成功逃脱。

胡小伟出生于1982年江苏宿迁，拥有985高校计算机专业硕士学历。凭借极强的技术能力，他在圈内被称为“天才玩家”和“超级黑客”。

当时胡小伟只有二十多岁，却已经展现出远超同龄人的技术水平和组织能力。据知情人士透露：“是胡小伟带陈志进入这个行业的。”因此，直到后来事业做大，陈志依旧对胡小伟十分敬重，始终称其为“大哥”。

“骑士攻击小组”的盈利模式极其简单却十分暴力。他们利用DDoS攻击等手段持续攻击游戏私服。服务器一旦瘫痪，运营者损失巨大。随后，胡小伟团队便主动出现。

胡小伟最令人忌惮的，不仅是技术能力，更是其极强的反侦察意识。据当年办案材料显示，他从不公开电话，从不公布办公地点，成员之间只允许通过代理服务器登录QQ联系。所有资金流转全部层层拆分，银行卡十天更换一次，收款卡和取款卡严格分离，取款人员与记账人员互不接触。

现金运输甚至专门购买车辆负责转运。整个组织运行模式，已经具备现代化犯罪集团雏形。这种体系化、专业化运作模式，也成为后来许多跨境网络犯罪集团模仿的对象。

虽然逃过了2010年的打击，胡小伟并未彻底退出灰产圈。2016年，宁夏银川警方侦办一起特大游戏私服案件，涉案金额高达60亿元。胡小伟当年也被检方批准逮捕，此后不了了之，就在很多人以为他销声匿迹时，他却完成了一场惊人的身份重塑。

2017年以后，胡小伟开始频繁出现在海外商业活动中，而且使用的已经不再是原来的身份。

据公开资料显示，他陆续取得多个国家和地区身份文件，包括中国香港身份、柬埔寨国籍、塞浦路斯国籍以及圣基茨和尼维斯国籍。

与此同时，他开始使用多个不同名字活动。胡石（音译）、陈小二、胡晏铭，均被认为与胡小伟有关。其中，2018年以“陈小二”身份获得圣基茨和尼维斯护照，后改名为“胡晏铭”；2020年又获得柬埔寨国籍。

这一系列操作，使其能够在不同司法辖区之间自由切换身份。胡小伟与陈志之间的关系远比外界想象得更深。

2015年，两人先后进入中京科技投资有限责任公司；2019年又同时退出。在美国财政部后续公布的制裁资料中，胡小伟以“陈小二”身份与陈志共同投资项目，包括在帕劳开发豪华度假村等业务。

尽管胡小伟试图强调“这是双方唯一商业往来”，但公开资料显示并非如此。美国财政部公布的相关制裁名单中，胡小伟还以“胡石（音译）”身份持有多家与太子集团有关联企业股份，而这些企业后来又陆续转入陈志控制之下。两人的合作关系持续多年。

2022年，胡小伟再次进入国际调查机构视线。他以“胡晏铭”身份在英国伦敦核心富人区购入豪宅，该区域被认为是全球最昂贵房地产地段之一。

与此同时，其名下关联公司遍布多个离岸金融中心，包括塞浦路斯、英属维京群岛、柬埔寨、圣基茨和尼维斯以及帕劳等地区。

从当年的网络黑客，到后来的跨境资本运作者，胡小伟完成了一次极具代表性的身份转变。

纵观胡小伟过去二十年的经历，可以发现一条清晰轨迹：黑客攻击——网络灰产——游戏私服——跨境资本——离岸公司——虚拟资产。

每一次行业升级，几乎都能看到他的身影。而陈志的成长路径，也与胡小伟高度重叠。某种意义上说，胡小伟不仅是陈志的“大哥”，更是陈志进入跨境网络灰色产业的重要领路人。

如今，随着陈志被押解回国，相关案件持续深入调查。这位曾经纵横网络黑灰世界十余年、拥有多个身份和国籍、游走于全球灰色地带的传奇人物，也终于再次站在聚光灯下。

属于胡小伟的时代，或许正在落幕。

[卢尔辰 @erchenlu1]

今天看SpaceX的一个大股东访谈说，马斯克在这场AI军备竞赛里的思路很聪明。

他认为，大语言模型虽然很难，但终究是软件，别人也能慢慢追上。真正难复制的，是芯片、算力、数据中心，以及背后的工程能力。

所以他在孟菲斯建起了全球最大的单体AI算力集群之一。

他的判断很直接：未来AI真正的瓶颈是算力。只要我能用更低的成本、更快的速度把算力建出来，别人最后就得来找我。这才是他的护城河。

[Read @read0757]

@cuichenghao 这女人连穷的拾荒的人都骗，得多下贱啊！😂

[Read @read0757]

这位自称教授的家伙是真小人。前二天还在说一直支持川普，今天就翻脸不认人。也不知是被谁给惯坏了，总以为他自己是世界的中心，川普必须全心全意为他服务，稍不如意就撒泼打滚骂大街。😂

[DogeDesigner @cb_doge]

BREAKING: SpaceX is acquiring Cursor in a $60 billion all-stock deal.

• Cursor is being valued at $60 billion
• Cursor will become a wholly owned SpaceX subsidiary
• Cursor shareholders will receive SpaceX Class A shares
• The exchange ratio will be based on SpaceX’s 7-day average share price before closing
• Subject to regulatory approvals and customary closing conditions
• Expected to close in Q3 2026

Cursor is one of the world’s leading AI coding platforms and one of the fastest-growing software companies. This marks one of the largest AI acquisitions ever and significantly expands SpaceX’s footprint in AI.

[Troll Football @TrollFootball]

Spain against Cabo Verde

[Jennifer Van Laar @jenvanlaar]

Maybe they're investigating you because your finances don't add up? Or because your wife's LLC received the deed to a $9.1 million home a week before the LLC was even created - while you still had your Fair Oaks home? How was that LLC capitalized?

[Read @read0757]

@cuichenghao 如果帮助找回小狗，狗妈通常也知道用眼神表达谢意。

[Ricardo @Ric_RTP]

This AI just exposed the BIGGEST legal insider trading operation in America.

A platform called GovGreed built a seven-layer machine learning system that cross-references every stock trade disclosed by every sitting politician against the bills their committees control, the campaign donations they receive, and the companies their votes directly impact.

It scored all 540 politicians currently in Congress. And the numbers are crazy:

56% of every stock purchase made by Congress in the last 16 months was on a stock directly affected by a bill the buyer later voted on. That is 6,170 out of 11,016 total purchases.

More than HALF of all congressional stock buys are on companies whose fate that same politician is about to decide.

343 of 540 Congress members actively trade stocks while holding access to nonpublic legislative information.

That is 63.8% of the entire legislature making market bets with an informational edge that would put any hedge fund manager in prison.

The AI identified 752 active "Triple Signals" in the current Congress. A Triple Signal fires when three conditions line up at once:

The politician sits on the committee controlling a bill, they traded stock in a company affected by that bill, AND they received campaign contributions from that same industry.

Bills carrying these insider indicators pass at 5.4 TIMES the normal rate.

Now look at the individual leaderboard:

- Nancy Pelosi's estimated portfolio sits at $194 million with a Greediness score of 98.1 out of 100
- Ro Khanna made 13,231 trades across 800+ different tickers
- Michael McCaul made 32,302 trades and filed 6,670 of them late
- Thomas Suozzi filed 86.4% of his trades late with an average delay of 396 days, meaning his disclosures landed over a YEAR after he made the trade

And then there is Lisa McClain, the fourth-ranking Republican in the House. She has made 1,443 trades in three years, more than 98% of all politicians tracked.

She violated the STOCK Act twice in a single year, disclosing up to $900,000 in trades months after the legal deadline. Her husband bought up to $250,000 in Elon Musk's xAI, which quietly converted into SpaceX equity before last Friday's $2 trillion IPO.

The penalty for all of this? A $200 fine.

The number of Congress members ever prosecuted under the STOCK Act since it passed in 2012? Zero.

And the cruelest part is this:

A bill to ban congressional stock trading was introduced in January 2026. It has bipartisan support. Over 80% of American voters want it passed.

But Congress is sitting on it, because the people who would have to vote yes are the same people making millions from the system staying exactly the way it is.

They write the insider trading laws, they exempt themselves from enforcement, they trade on the information those laws generate, and when they get caught, they pay a fine that is basically nothing.

The AI didn't discover anything Congress was hiding. It just organized what was already public into a pattern so obvious that nobody can pretend it isn't there anymore.