V. Tiberius

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

BINANCE FOUNDER CZ JUST SAID LIVE IN AN INTERVIEW:

"BITCOIN SHOULD FREEZE SATOSHI'S COINS IF THEY DON'T MOVE WITHIN A YEAR."

HE SAID THAT, OTHERWISE, QUANTUM COMPUTING WILL HACK THIS WALLET

HE DEFINITELY KNOWS SOMETHING...

[SONIA @S0N_IA]

🚨 CHINA LE ROBÓ LA IA A ANTHROPIC.

Y lo hicieron durante 45 días seguidos.

Anthropic acaba de acusar a Alibaba de lanzar el mayor ataque de robo de IA de la historia.

El objetivo: extraer las capacidades de Claude… sin pagar ni un dólar.

Cómo lo hicieron:

→ Crearon casi 25.000 cuentas falsas
→ Ejecutaron 28,8 millones de conversaciones con Claude
→ Todo entre el 22 de abril y el 5 de junio de 2026

El método se llama “ataque de destilación”.

Básicamente: entrenan tu propio modelo… con las respuestas del modelo de tu competidor.

Anthropic tiene a Claude bloqueado en China.

Alibaba encontró la forma de saltárselo igualmente.

Y no fue solo Alibaba.

DeepSeek, Moonshot AI y MiniMax también están en la lista.

Anthropic ya envió una carta al Senado y a la Casa Blanca.

Piden medidas urgentes.

La guerra por la IA no es solo tecnológica.

Es una guerra de espionaje industrial.

Y acaba de hacerse pública.

[belorix @0xbelorix]

JENSEN HUANG PULLED THE NEW $249 JETSON OUT OF AN OVEN ON CAMERA AND SAID HE "COOKED IT TOO LONG, IT SHRUNK". THEN HE READ THE SPECS.

70 trillion ai operations per second. 25 watts. $249. runs everything the hgx systems run, large language models included.

the joke is the box came out of an oven. the real joke is the chip inside.

last year an h100 cost $30,000 and lived in a datacenter. now a board the size of a wallet pulls 25 watts under load and runs llama 7b in your kitchen.

the ceo of the most valuable company on earth just demoed the death of the ai subscription on a baking tray.

every dollar paid to chatgpt plus from january forward is a vote against the kitchen.

[crypto.news @cryptodotnews]

LATEST: House Financial Services Committee schedules CLARITY Act hearing for July 17 in New York

[Wayne Liang @wliang]

If you missed my calls last year on...

$IREN at ~$6 (ran to $70+)
$CIFR at ~$3 (now at ~$29)
$NBIS at ~$39 (now at ~$290)

And many more…

Don't miss $WYFI this year.

[Documenting ₿itcoin 📄 @DocumentingBTC]

On this day in history, 15 years ago, the price of a bitcoin crashed from $17 down to literally $0.01 per coin in a matter of minutes.

A hacker gained access to the Mt.Gox exchange website database and placed massive fake sell orders. This YouTuber streamed it happening live:

[Noah @antibearthesis]

The stock market monday morning

[cryptocapo @CryptocapoOO]

🚨🚨 ÚLTIMA HORA 🚨🚨

MICHAEL SAYLOR ACABA DE AFIRMAR:

“QUEMARÉ 17,000 BITCOIN PARA HACER MÁS RICO A TODOS EN LA RED.”

🤯🤯🤯

ESTAMOS HABLANDO DE UN HOMBRE QUE CONTROLA 846,842 $BTC, MÁS DE $65,000,000,000 EN BITCOIN.

DE MOMENTO $MSTR ESTA EN MINIMOS ☠️

🚀 ¿SE VIENE EL MAYOR SHOCK DE OFERTA DE LA HISTORIA?

TE LO CREES O NO 👇

[Mario Nawfal @MarioNawfal]

🇺🇸 USA took a 2-0 lead, and Stadium Swim erupted.

Thousands of fans are on their feet as Las Vegas turns into one massive watch party.

The energy is unreal.

Writer: Val

[Leshka.eth ⛩ @leshka_eth]

THIS IS INSANE:

FOUR 25-YEAR-OLD MIT GUYS JUST SOLD A VS CODE FORK TO SPACEX FOR $60 BILLION

CURSOR STARTED IN 2022 AS A SMALL AI CODING TOOL

BASICALLY A BETTER VERSION OF VS CODE WITH AI BUILT INSIDE

NOW SPACEX IS BUYING IT FOR $60,000,000,000

MICHAEL TRUELL AND HIS COFOUNDERS TURNED A COLLEGE PROJECT INTO ONE OF THE BIGGEST SOFTWARE DEALS IN HISTORY

THIS IS ONE OF THE CRAZIEST STARTUP STORIES EVER!!

[Mololuwa | Cybersecurity - (The God Complex) @cyber_rekk]

Novo Nordisk hackers got in through a GitHub token left in a repo

stayed for two months

took 1.3TB of data including unreleased drug formulas and internal AI models

then asked for $25 million

Novo Nordisk said no
so now they're selling Ozempic's secrets on the dark web

a GitHub token did this

[bee🐝 @0xbeehive]

ELON MUSK PULLED THIS SAME MOVE 16 YEARS AGO

Look at this closely:

Tesla IPO (2010) - pumped hard, then dropped 70% over the next few months

Most people only remember what happened years later

SpaceX IPO (2026) - just ran the exact same opening move

Elon has done this once already and it worked perfectly

Why would he change anything?

[Jason Luongo @JasonL_Capital]

10 stocks under $10 billion market cap worth keeping an eye on:

1. $PENG - Penguin Solutions

AI-optimized memory solutions and enterprise infrastructure. Their MemoryAI CXL-based server adds up to 11TB of memory for AI inference workloads. 7 new AI/HPC customer logos in H1. Raised full-year guidance to 12% net sales growth, up from 6%.

[plutos @plutos_eth]

What Lisa Su actually held on stage:

A mini PC the size of a lunchbox running Qwen3-235B locally, with no cloud and no discrete GPU

Inside: the Ryzen AI Max+ 395, 128GB unified memory, 110GB usable as VRAM on Linux

The first x86 chip that handles 200+ billion parameters on a single die

AMD claims it beats the RTX 5080 by several times on memory-bound models — because the 5080 simply cannot fit them

$1,400 to $2,500 once. cloud bills run $200 to $400 a month

It pays for itself in a few months, then costs nothing per request

This is not a faster GPU. it is the first real argument that your AI does not belong in someone else's data center

[TheBigBerbowski @TheBigBerbowski]

I haven't been this excited about a company since I invested in SK Hynix.

I hope you enjoy the read.

$CRDO

[AdiiX @adiix_official]

AMD CEO Lisa Su just killed Nvidia’s $4,000 AI box with a $1,499 lunchbox.

She walked on stage, held it in one hand, and ran a 235 billion parameter model live. No data center. No cloud. No rented GPU.

The chip inside is something nobody saw coming. AMD’s Ryzen AI Max+ 395 is the first x86 silicon where CPU and GPU share the same 128GB of memory. That single trick lets a desktop run models that used to need a server rack.

Out of those 128GB, Linux hands the GPU 110GB to play with. For context, an RTX 5090 gives you 32GB. A 4090 gives you 24. This box gives you more than three times either of them, in a chassis the size of a thick paperback.

The benchmark that broke the room: this chip beat an Nvidia RTX 5080 by more than 3x on DeepSeek R1 inference. A $1,499 lunchbox outrunning a $1,000 discrete graphics card on a real AI workload. Nvidia spent a decade convincing the world you needed their hardware for serious AI. AMD just put that on a desk for half the price.

Here is what nobody is telling you. A heavy AI user right now pays $200 for Claude Code Max, $200 for ChatGPT Pro, $20 for Cursor, $20 for Gemini. That is $5,280 a year leaving your account. The box pays itself off in 9 months and then runs free for the rest of its life.

Install Ollama. Pull Qwen3 235B. Point Claude Code at localhost. Same interface you already use, except now nothing leaves your machine, nothing costs per request, and no company throttles your usage at 3am when you finally have time to build.

This is the moment every AI subscription becomes optional. Lawyers stop fearing OpenAI leaks. Developers stop watching the token meter. Founders stop renting H100s for prototypes that never ship because the bill scared them.

The first thousand people to figure this out will own the next two years of private AI consulting.

Save this, and read the full breakdown article below you are watching the next shift hit before everyone else does.

[hansolar @hansolar21]

Korean AI Bottleneck map

Samsung Electro-Mechanics $009150.KS
LG Innotek $011070.KS
Daeduck Electronics $353200.KS
Korea Circuit $007810.KS
Samsung Electronics $005930.KS
SK Hynix $000660.KS
Seongho Electronics $043260.KQ
Solum $248070.KS
Duksan Hi-Metal $077360.KQ
Haesung DS $195870.KS
LG Electronics $066570.KS

Source: Mirae Asset Securities Research

[CK Capital @CKCapitalxx]

Very bullish for $DRAM

[Shay Boloor @StockSavvyShay]

$MRVL IS SET TO JOIN THE S&P 500

[Michael | Hypermarkets @itsmichaelluu]

When $SPY crashes 10%-20% this summer, everything will be on sale.

Add these 16 stocks for the reversal of a lifetime:

1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating

2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story

3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact

4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area

5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY

6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff

7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart

8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building

9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact

10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips

11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact

12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level

13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind

14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation

15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever

16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst

Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.

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