netso.eth

Pudgy Penguins, BAYC, Doodle

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Ray.t168 - Nebiusmaxxing 🇸🇬 @RayT168]

$NBIS WHO COULD THIS BE? $28.5M WORTH OF CALLS

[Investing visuals @InvestingVisual]

Leopold Aschenbrenner's top 10 long positions as of today:

1. $NBIS 35%
2. $SNDK 15%
3. $BLOOM 13%
4. $CRWV 9%
5. $MU 6%
6. $IREN 5%
7. $CORZ 5%
8. $TSM 5%
9: $APLD 4%
10. $INTC 2%

[Crypto Tice @CryptoTice_]

BREAKING:

Trump just told the entire world to buy stocks and crypto.

"You'd better start buying stocks and crypto now."
"This country is going to take off like a rocket straight up."
"Up. Up. Up."

May 14.

The same day as the CLARITY Act vote.
The same week Iran peace is being negotiated.
The same week Trump flies to Beijing.

Trump doesn't say things like this without a plan.

The last time he said something like this.
The market followed.

Don't underestimate the man's words.

[Naval @naval]

New podcast on sales - Sell the Truth.

00:00 Be Credible

03:18 “Yes, And”

04:31 Selfish Honesty

05:37 Charisma Is Confidence + Love

07:56 Don’t Manage, Lead

11:16 Hunt Together

14:51 Feed Your (Good) Obsessions

18:57 Sell the Truth

21:07 Good Deal or No Deal

23:39 The Age of Nonlinear Returns

[Circle @circle]

The Internet’s largest paradigm shift is happening now, and our Q1 results underscore Circle’s role at the center of these changes.

→ $694M total revenue and reserve income, +20% YoY
→ $77.0B USDC in circulation, +28% YoY
→ $21.5T in USDC onchain transaction volume, +263% YoY

From digital dollars and global payments to the agentic economy, Circle is building trusted infrastructure for a more programmable internet financial system.

Full results at https://t.co/v1jSV7zRFs

[Rjey @RjeyTech]

If you bought a Whoop, I feel sorry for you.

Google’s Fitbit Air just made it look silly

- $100 one time payment vs Whoop’s $199–$359/year forever

- Free tier actually works HR, sleep, SpO2, HRV, recovery, no paywall

- Optional $10/mo for Gemini Health Coach (vs Whoop where the sub is mandatory)

- Gemini analyzes meal photos, not just biometrics. Whoop can’t touch that

- Conversational health AI ask questions like why was I tired Tuesday?and get a real answer

- Open data platform Apple Watch, Garmin, third-party data all flow into Google Health

- 7-day battery, 5-min quick charge = full day

-Whoop just got a $10B valuation… and Google undercut them by 50% on day one

[Ryan Cohen @ryancohen]

I have been suspended from eBay

[Pudgy Penguins @pudgypenguins]

Introducing the MetaMask x Pudgy Penguins Soulbound Token series.

These commemorative SBTs celebrate the Huddle, all crypto communities and our friends using @MetaMask wallet.

More information and how to claim below.

[Elon Musk @elonmusk]

@theallinpod @claudeai @SpaceX Chamath was right

[david friedberg @friedberg]

long form with @ChrisWillx …

[SS @sshxbt]

top 5 CNBC clips of all time

[Adam Back @adam3us]

#bitcoin 200wma passes $60k
https://t.co/h6D8LTnC8B

[xAI @xai]

Voice Cloning is now live via the xAI API!

Create a custom voice in less than 2 minutes or select from our library of 80+ voices across 28 languages to personalize your voice agents, audiobooks, video game characters, and more.

https://t.co/EjxjXssQtd

[Dan Go @CoachDanGo]

Over the past 34 years the average Chinese man became, on average, 3 inches taller than his grandfather.

But entire population can't rewrite its DNA in 35 years.

So what made them grow so fast? The answer might surprise you.

[Omer Cheema @Omercheema]

Most profitable companies in the world (2027)

1. Samsung $400B
2. SK Hynix $300B
3. Nvidia $275B
7. Micron $175B

Bloomberg Data

[Serenity @aleabitoreddit]

TLDR of recent news + bottlenecks that go brr:

1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.

CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr.

2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and others go brr?

Photoresist bottleneck go brr?

3. Microcontroller potential bottleneck + price hikes (Arterytek/Arterychip) was weighing price hikes on AI capacity squeezes.

MCU companies potentially go brr?

4. President invoked the "Defense Production Act" this week, it included:

-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel

As "severe shortages". Stuff like $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr.

5. $GOOGL ramps new TPU servers. Google splits AI chips into training and inference TPUs.

Taiwan happy. Mediatek and others go brr?

6. Samsung, Kingston lift SSD prices by over 10%.

SSD prices keep going brrr?

7. T-glass fiberglass shortages keep getting worse? Nittobo and others keep going brrr?

8. Bromine, essential for etching circuits and flame retardancy, has surged to $12,000 per metric ton.

ICL Group in Israel apparently controls 40% of the global supply?

Not as familiar with this but questionable brrr?

9. "Epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs".

Uhh $IQE and others go brr?

10. "AI data centers hit interconnect limits, boosting optical module demand". "the bottleneck is no longer computing power alone, but how that power is connected."

Photonics from $AAOI, $LITE, $COHR, Innolight and others keep going brr? next gen from $SIVE, $POET, $MRVL, Win Semi and others go brr?

Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.

[Justin Banks @RealJGBanks]

THE PHOTONICS ROTATION

Almost nobody is watching photonics.

As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure.

Here are 15 names positioned for it:

1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand.

2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion.

3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity.

4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales.

5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity.

6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand.

7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers.

8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure.

9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules.

10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production.

11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers.

12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient.

13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand.

14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems.

15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster.

Most people won’t care until these are already up 100%.

[The Kobeissi Letter @KobeissiLetter]

The AI investment cycle is only accelerating:

Global data center CapEx driven by AI is projected to reach $5.2 trillion by 2030, according to McKinsey.

IT equipment would represent ~$3.3 trillion of that total, followed by data center infrastructure at ~$1.6 trillion and power generation at ~$300 billion.

This assumes 125 incremental gigawatts of new AI data center capacity added between 2025 and 2030, requiring as much electricity as ~125 nuclear reactors to power.

In an accelerated demand scenario, total CapEx could rise to $7.9 trillion, with 205 incremental gigawatts of capacity added.

A constrained scenario would require $3.7 trillion, with 78 incremental gigawatts added.

The investment is expected to be driven by mass adoption of generative AI, enterprise integration across industries, competition between mega-cap tech and other firms, and governments investing heavily in AI infrastructure.

The AI buildout is set to reach unprecedented scale.

[Serenity @aleabitoreddit]

Just putting out there...

Would have been +15.02% in 2W equal-weighted return.

On 30 different stocks... mostly medium-large cap.

1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11. $IBIT +7.68%
12. $NBIS +15.22%
13. $GOOGL +6.41%
14. $AMKR +32.25%
15. $HOOD +19.14%
16. $CRCL +17.58%
17. $META +4.9%
18. $LITE -5.28%
19. $LPTH +20.23%
20. $FN +11.54%
21. $JBL +15.45%
22. $MP +17.48%
23. $HIMS +42.53%
24. $SMTC +18.83%
25. $POWL +9.26%
26. $VPG +17.44%
27. $MOG.A -3.96%
28. $MSFT +11.44%
29. $CVX -1.47%
30. $XLU -2.29%

Obviously short timeframe, but I expect many of these to keep going up more.

And probably would have been higher if you time the drop on specific names, rather than going long all at once.

Not too shabby?