τ

τ | $TAO and more stocks
Signal over noise
Largest $STAO holder

[Meteora @MeteoraAG]

Season 2 of the LP Stimulus Plan has officially concluded as of 30th June 2026.

To all LPs who participated throughout the season — thank you.

The team is now processing the data for DLMM and DAMM v2 across the period, and will share updates on reward distribution in the near future.

[CryptoCondom @crypto_condom]

Listen, I hate to tell you this...but the more parabolic stocks become.....the less anyone is going to want to trade $BTC.

The solution is lower prices.

[Sun Liao @sunxliao]

My fave ETF for each investing theme:

$ARKG (Biotech)
$CIBR (Cybersecurity)
$COPX (Copper)
$DRAM (Memory)
$DRIV (EVs)
$EWY (Korea)
$FOTO (Photonics)
$GLD (Gold)
$HYDR (Hydrogen)
$IBIT (Bitcoin)
$IWM (Russell)
$JEDI (Drones)
$NUKZ (Nuclear)
$QQQ (Nasdaq)
$QTUM (Quantum)
$REMX (Minerals)
$ROBO (Robotics)
$SMH (Semiconductors)
$SPY (S&P)
$TAN (Solar)
$UFO (Space)
$USO (Oil)
$WGMI (Neocloud)

What would you add or replace? 📈

[Shanaka Anslem Perera ⚡ @shanaka86]

JUST IN: For forty years, memory chips were the worst business in technology. A brutal commodity, made of sand, sold by the ton, with profit margins that collapsed to nothing every few years. Last night that business reported the kind of margins only software companies dream of. AI just broke a cycle that defined an entire industry for four decades.

The numbers do not look real. Micron's revenue quadrupled in a single year, to 41 billion dollars. Net income went from 1.9 billion to 28 billion. And the number that should stop every investor cold: gross margin hit 85%. One year ago it was 39%. Memory chips, the most commoditized product in tech, now earn the fat margins of a software company, on a physical thing you can hold in your hand.

Understand what that means, because it breaks a 40-year rule. Memory was the definition of a cyclical business. Prices boomed, everyone built factories, supply flooded, prices crashed, margins went negative. Every few years, like clockwork. That clock just stopped. The CEO said shortages now run until 2028, and the company has locked half its future revenue in binding multi-year contracts. A commodity does not get contracts. A chokepoint does.

This is the whole year in one earnings report. AI did not just create winners in software and chips. It reached down into the most disrespected business in technology, the one nobody wanted, and turned it into the most profitable hardware on earth, because the machines cannot run without it and there is not enough to go around.

The worst business in tech just became one of the best. Not because memory changed. Because AI changed what memory is worth.

The cycle did not turn. It broke.

[Paradis Labs @ParadisLabs]

https://t.co/Tzwad3qTf5

[🐧 @Pentosh1]

A few things from today. The next decade is the super cycle. Same disclaimer as always. it will be volatile, it will be so over and we are so back many times. But ultimately, this is over a decade period. going to be the larget bubble in human history.

Japan committing multiple trillions to the AI buildout over the next decade. Other govs will do the same.

We are going to see more robots than humans 10 years from now. The robot buildout hasn't even started. These companies aren't even public yet. Robots are solving for the 59T labor problem that exists today. Avg hourly wage is around $38, robots can get the job done for under $3-4 over its lifetime.

There is still a huge energy need, the AI buildout isnt complete. It also is going to take years

We are going to see rapid advancements in medicine as a result of AI. Speeding up time to market, research, and finding new cures.

There are going to be many bubbles, and side bubbles inside the broader bubble and super cycle.

[R.L. ₿ryer @rBryer23]

Connito AI is one of the most asymmetric bets on Bittensor right now.

While most subnets are competing in crowded lanes, Connito is building decentralized MoE (Mixture of Experts) infrastructure for custom AI training : a model where every engagement compounds instead of resetting from scratch.

And the market is massive: Cheap APIs 🤝 Expensive enterprise consulting - Connito sits in the middle.

What stands out?
📈 Averaging 1,966 lines of code : which puts it in the Top 10% of subnets, signaling serious builder velocity.
🧠Contributors train isolated experts in parallel.
📊Proof-of-Loss aligns incentives around actual model quality.
🔁Every project strengthens the expert library → stronger future baselines.

If enterprise AI moves toward modular, specialized models instead of monolithic fine-tunes Connito could quietly become one of the most explosive subnets on Bittensor. 🔥

High code velocity.
Compounding architecture.
Massive TAM.
Still early @ < $2m market capitalization

$TAO #Bittensor #AI

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

[Fabian Petersen @fpbuilds]

Viele glauben mir nicht, dass meine Altersvorsorge zu 100% aus Bitcoin besteht. Manche lachen. Verständlich – Bitcoin ist neu und schwer zu greifen.

Ich beschäftige mich seit über 6 Jahren täglich damit. Für mich ist es rational.

Bitcoin erfüllt alle Eigenschaften die ein Wertspeicher haben sollte – und kein anderes Asset erfüllt alle auch nur annähernd gleichzeitig. Damit ist es konkurrenzlos. Auch andere Kryptowährungen sind keine Konkurrenz: Nur Bitcoin funktioniert wie ein digitaler Rohstoff ohne äußere Kontrolle.

Diversifikation ist wichtig – aber nur wenn Geld seine Wertspeicherfunktion verloren hat und man Alternativen suchen muss. Bitcoin ist Geld mit Wertspeicherfunktion.

Das größte Risiko, die Volatilität, ist kurzfristig. Für langfristige Altersvorsorge spielt es keine Rolle – und ich habe noch viele Jahre vor mir um aufzubauen. Zeit ist mein größter Vorteil.

Dass Bitcoin kurzfristig stark schwankt ist völlig normal: Manche halten es immer noch für ein reines Spekulationsobjekt oder gar ein Schneeballsystem ohne inneren Wert, andere für die größte Innovation der Geschichte.

Diese Spannung erzeugt Volatilität – und darin liegt die Chance für alle die früh verstehen.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: ADAM BACK JUST WARNED THE AI BUBBLE IS ABOUT TO BURSE AND SEND BILLIONS ROTATING BACK INTO #BITCOIN

"ONCE THEY TAKE THE PROFIT, THIS CAPITAL WILL FLOW BACK TO BTC"

"SPACEX IS ALREADY DOWN FROM ITS HIGHS"

BTC BREAKOUT. MATTER OF TIME 🚀

[τ @trainermario6]

@sunnydecree Plausible. Big IPOs often mark sentiment tops.
But that would end the excess, not the AI infra cycle.
Real revenue, backlog, power, cooling, nuclear and data centers stay. Pure story stocks get washed out.

[const @const_reborn]

https://t.co/vz86q4qoyy

[τ @trainermario6]

@knakamor wooow, what happend with alpha`s???😮

[David A Steinberg @dsteinberg10000]

“Bringing together containerized architecture and AI in the context of marketing will transform this industry.” - Alex Karp, co-founder and CEO of Palantir Technologies

Today we announced that the biggest deal in @ZetaGlobal history. @PalantirTech and Zeta Global are partnering to create the next generation of of artificial intelligence infrastructure to power enterprise technology stacks. As part of this partnership, we are rearchitecting Zeta's Data Cloud on Palantir’s Foundry, with Athena by Zeta™ at the core, creating a joint go to market strategy to all of their and our enterprise customers.

This is a major milestone for both companies and I am so proud of the team for the hard work that got us to today. $zeta
LG 🚀🚀🚀

Read more here:

https://t.co/vsY6ZEVEF1

[const @const_reborn]

https://t.co/oTZgBLysos

[Michael Saylor @saylor]

Looks better with more dots.

[const @const_reborn]

https://t.co/iVHvnURLfB

[PETA UK @PETAUK]

Unlike football, in which all participants are willing ones, animals used for bullfights have no choice. Repeatedly stabbing an individual until they die for some twisted and pathetic show of dominance is unsporting and utterly shameful.

[Quantum Biology DAO @QuantumBioDAO]

🧬 Today's protein spotlight: iLOV

iLOV is a tiny glowing protein used by scientists to study living cells.

What makes it interesting is that it glows using a small helper molecule that is naturally found throughout biology and helps move energy and electrons during cellular processes.

Because electron movement may be involved in how weak magnetic fields affect living systems, iLOV raises an intriguing question: could proteins like this help us study quantum effects in biology? 👇

[Justin Banks @RealJGBanks]

WHEN SPACEX IPOs, THESE ARE THE STOCKS THE MARKET WILL CHASE NEXT:

Launch + Spacecraft
• $RKLB - rockets + satellites
• $LUNR - moon landers
• $RDW - spacecraft parts
• $YSS - satellite buses
• $VOYG - space infrastructure
• $FLY - launch + lunar missions

Satellite Internet + Space Data
• $ASTS - satellite-to-phone internet
• $IRDM - global satellite network
• $PL - Earth observation leader
• $BKSY - defense + satellite imagery
• $SPIR - weather + maritime data
• $AMZN - Project Kuiper

Critical Materials
• $MP - rare earths
• $AA - aluminum
• $FCX - copper
• $TECK - critical minerals

Space Materials
• $ATI - titanium + alloys
• $HXL - carbon fiber
• $PKE - aerospace composites
• $CRS - rocket engine metals
• $GLW - optics + specialty glass
• $MTRN - precision aerospace materials

Space Chips + Optics
• $LITE - optical networking
• $COHR - lasers
• $AAOI - optical transceivers
• $QRVO - RF chips
• $ADI - analog chips
• $STM - guidance chips
• $AVGO - networking chips
• $NVDA - AI compute economy