Ted

/AI delegate /DevOps automate /Investing asymmetric

[Ted @tuxtedi]

@unusual_whales $SPCX down a 7% next week?

[Ted @tuxtedi]

@J1nlDYP8m0oFYr8 exactly! Keep building!

[Ted @tuxtedi]

Everyone talks about AI replacing developers.

I just spent 3 weeks testing a different hypothesis:

What happens when an experienced builder gets an army of AI agents?

I built a SaaS automation testing platform from scratch.

The first versions failed.

Multiple times.

I changed architectures, restarted approaches, and used AI agents for research, debugging, testing, and implementation.

Eventually it clicked.

The MVP now includes:
• Test recording
• AI-powered assertions
• Self-healing tests
• Multi-tenancy
• SaaS architecture
• Docker deployment

The biggest lesson:
AI isn't replacing expertise.
It's multiplying it.
The bottleneck is no longer technology.
It's execution.

3 weeks.
1 builder with Cursor.
1 working SaaS MVP.

We're entering an era where individuals can build what previously required teams.

What are you building?

#AI #SaaS

[Ted @tuxtedi]

@Carloslopezsm1 900$ in tokens!

[Ted @tuxtedi]

👀

[Evan @StockMKTNewz]

SoFi CEO Anthony Noto just bought 13,888 shares of $SOFI stock at $18.06 per share spending ~$250K

Anthony Noto now owns 11,960,507 shares of SoFi stock worth $211.8M

[Ted @tuxtedi]

$SNAP just dropped Specs — their first true consumer AR glasses!

No bulky headsets, just lightweight frames.
Priced at $2,195 (cheaper than Apple Vision Pro), powered by dual Snapdragon processors.

At this price for real AR tech? Worth testing for early adopters. Pre-orders open now → ships this fall

First real adoptions incoming. What do you think?

[Ted @tuxtedi]

Nokia is expanding its photonic chip test & packaging facility in Allentown, Pennsylvania.

$30M investment → 10x capacity increase by Q3 2026.

This is critical for AI data centers, as optics are becoming a major bottleneck alongside GPUs and power.

Part of their bigger $4B U.S. push + builds on the Infinera acquisition.

Optics matter more than people think in the AI race.
$NOK #AI #Photonics

[Ted @tuxtedi]

$NOK + NVIDIA's $1B AI-RAN bet could make advanced networking the next "memory" play. AI-native RAN + optics turning cell sites into distributed AI compute → massive demand & potential shortages like $MU $SNDK in the GPU era. Essential infrastructure for 5G-Advanced/6G.

[Ted @tuxtedi]

@elonmusk @snmart @iam_smx Amazing. Kudos to you Elon.

[Ted @tuxtedi]

@Gubloinvestor President Trump consistently demonstrates his commitment to supporting us and the markets. Whenever red days are observed, he promptly announces a peace deal to stabilize the situation.😂

[Ted @tuxtedi]

@elonmusk amazing work @elonmusk

[Ted @tuxtedi]

@QC_Capitals 4

[Ted @tuxtedi]

Holy sh*t 😳

How big is this for $SOFI?

While many are still sleeping on it, the CEO already explained in his latest interview where this is heading.
Mastercard + SoFi + stablecoin settlement infrastructure = something much bigger than most people realize.

[The Insider @insiderinvests]

Holy sh*t

The Mastercard Lead Project Manager just confirmed they have partnered with $SoFi

[Ted @tuxtedi]

@Gubloinvestor Pools & fontans manteiners . $Pool 😂

[Ted @tuxtedi]

Elon Musk isn’t just talking about the AI race.
TeraFab is already pushing massive U.S. chip manufacturing investments with $INTC involved. Vertical integration at AI scale. 👀 $INTC

[Vivek Sen @Vivek4real_]

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN."

"RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%."

"IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS."

"I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

[Ted @tuxtedi]

$ASPI
3 tailwinds, 1 company:

1. Helium shortage → Phase 1 LIVE July 2026
2. HALEU nuclear fuel → TerraPower 150 tons/10yr
3. Silicon-28 → Critical for quantum chips

US NEEDS this: Russia supplies most HALEU.

Quantum Leap Energy spinoff planned → shares to current holders

[Ted @tuxtedi]

@QC_Capitals I've many: $SOFI, $SNAP, $SMCI, $ZETA, $ARRY, $HIMS, $NIO, $BBAI, $BETR

[Ted @tuxtedi]

$SOFI no doubt. $HOOD has more than 3x the market cap despite generating less revenue last quarter. $SOFI is growing like crazy and its growth looks far more resilient compared to $HOOD.

[Sayzryn | Investments @Sayzryn]

You get $1,000 in free cash but you have to invest it in either $SOFI or $HOOD.

Which one are you risking it on?

[Ted @tuxtedi]

$NOK looks strong at current levels. Its revenue growth story is just beginning, and 6G hasn’t even started yet. They’re generating real profits and increased the dividend by 30% last quarter.

[amit @amitisinvesting]

$NOK

Nokia long thesis:

- Nvidia owns 2.9% of the company, they bought in October 2025 when the stock was around $6.50
- The option flow is incredible signaling that there are larger players that see the name moving into the $20s
- Chart is breaking out from a decade-long consolidated base
- Core AI business is growing 49% YoY and AI data centers are moving towards the cell tower / telecom edge which would imply Nokia having a strong runway of growth

The Chief Development officer also just bought 32,595 shares at $15.34 on Friday. (h/t @Sergeant991)

Jensen is bullish as he has repeatedly framed the Nokia partnership as part of a much bigger generational platform shift from traditional 5G toward AI-native 6G networks. EdgeAI is essentially having compute run on device. Why is this important for Nokia? EdgeAI transforms global telecom networks into distributed computing platforms. By providing carrier-grade 5G and fiber hardware (which Nokia plays A BIG role in), they enable data to be processed locally at cell sites rather than sending it to distant cloud data centers, ensuring ultra-low latency, enhanced security, and bandwidth efficiency.

In fact, Nvidia has changed their reporting for earnings to be Data Center Compute and Edge Compute with one of the core parts of Edge Compute as AI-RAN base stations.

A few months ago, Jensen said “Telecommunications is a critical national infrastructure — the digital nervous system of our economy and security,” and argued that AI-RAN built on CUDA and AI will “revolutionize telecommunications.”

If semis hit a short term top, Nokia will absolutely fall, so the broader risk is also macro and sentiment on semis.

Originally was a trade, still doing more DD, but feeling like this can be more of a hold, seeing the insider buy recently at these prices (after a 100% move YTD) is also encouraging.

Thoughts on $NOK? Substack linked below discussing the thesis.

other accounts that have been covering it well @optionscjp @KawzInvests @michaelsikand @investingluc