Foresee

learning and sharing thoughts on everything ai , macro, equities, crypto

[Foresee @Zac4c]

$SIVE dips are for buying.

Super undervalued at ~$500m mc, and a key part of supply chain for $MRVL, $LITE, and $JBL.

[Foresee @Zac4c]

With Anthropic IPO on the horizon, I wouldn't be surprised if the export control on Fable 5 is a marketing stunt to drive more attention and even higher valuations, with the model potentially coming back to life in the near future. Just saying

[Foresee @Zac4c]

The +22% response in $TAO this morning following the Fable 5 US govt export control is a testament to the need for decentralized intelligence.

As the quality of frontier models grows, and as 'ai raw materials' become even scarcer, the desire for open-source ai will only rise.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[Foresee @Zac4c]

Well this is playing out nice so far.
$NBIS earnings reinforced that they're the leading neocloud.
Personally one of my biggest and most comfortable holdings. +47% so far in 4 weeks.

[Foresee @Zac4c]

I like the look of $NBIS here. I have a long-term outlook on this one as i wouldn't be selling the best ai factory any time soon.

Broken out of 6 month range, and having its first pullback into the moving averages.

[Foresee @Zac4c]

Sivers $SIVE rallied 5.5x within a month of this call. Even now, with recent pullback, its still up ~ 4.3x...

With a pullback into the 50 day MA, today's bullish earnings call indicating amazing forward growth with +77% pipeline, AND the CPO super cycle ramp up, I'm buying more.

[Foresee @Zac4c]

$SIVE dips are for buying.

Super undervalued at ~$500m mc, and a key part of supply chain for $MRVL, $LITE, and $JBL.

[Foresee @Zac4c]

$SIVE 3.5x return since this call 3 weeks ago.

Dips are still for buying + mc is still tiny compared to other CPO bottlenecks.

[Foresee @Zac4c]

$SIVE dips are for buying.

Super undervalued at ~$500m mc, and a key part of supply chain for $MRVL, $LITE, and $JBL.

[Foresee @Zac4c]

If you listened to this $SOI call, you'd be up 2.5x in just 3 weeks.

Still plenty of room to run imo as CPO supercycle ramps up over next few yrs (see $LITE earnings call)

[Foresee @Zac4c]

I like $SOI (Soitec) here.

The western monopoly of substrates for photonics, with a Forward EV/EBITDA of 14x, and a clear volume inefficiency between 65-84, roughly a 30% gain as of day. Aligns with gap fill up to 200 ma too. Swing trade but fundamentals strong too!

[Foresee @Zac4c]

I like the look of $NBIS here. I have a long-term outlook on this one as i wouldn't be selling the best ai factory any time soon.

Broken out of 6 month range, and having its first pullback into the moving averages.

[Foresee @Zac4c]

@ParadisLabs Would love to see it !

[Foresee @Zac4c]

@Polymarket @aleabitoreddit does this effect $IQE ?

[Foresee @Zac4c]

3 days later.. $SOI up 30%, exact as called.

Expected resistance at 84, but as of now we're blasting right through it.

[Foresee @Zac4c]

I like $SOI (Soitec) here.

The western monopoly of substrates for photonics, with a Forward EV/EBITDA of 14x, and a clear volume inefficiency between 65-84, roughly a 30% gain as of day. Aligns with gap fill up to 200 ma too. Swing trade but fundamentals strong too!

[Foresee @Zac4c]

$SIVE up 40%+ since this post

[Foresee @Zac4c]

$SIVE dips are for buying.

Super undervalued at ~$500m mc, and a key part of supply chain for $MRVL, $LITE, and $JBL.

[Foresee @Zac4c]

$HIMS fundamentals and attention heating up. The technicals have paved the path.

Key resistance level at ~ 26 on 4h (VRVP w/ 200ma confluence)

Imo it will likely fill the gap between 100ma and 200ma on the 1D, pretty soon, if/when we see the breakout.

[Foresee @Zac4c]

$FARTCOIN technicals look great.

- Compression into key HTF level around 0.21, with confluence with 100 ma.
- A break above this level likely renders a gap fill to 200ma around 0.28 (30%)
- (also confluence with VRVP inefficiency)

[Foresee @Zac4c]

$SOI already up 10% yesterday, to 72. Super clean trade.

Euronext opens soon to we'll see if this gap continues to get filled (84 target)

[Foresee @Zac4c]

I like $SOI (Soitec) here.

The western monopoly of substrates for photonics, with a Forward EV/EBITDA of 14x, and a clear volume inefficiency between 65-84, roughly a 30% gain as of day. Aligns with gap fill up to 200 ma too. Swing trade but fundamentals strong too!

[Foresee @Zac4c]

I like $SOI (Soitec) here.

The western monopoly of substrates for photonics, with a Forward EV/EBITDA of 14x, and a clear volume inefficiency between 65-84, roughly a 30% gain as of day. Aligns with gap fill up to 200 ma too. Swing trade but fundamentals strong too!

[Foresee @Zac4c]

@Mike_Scully_ AI

[Foresee @Zac4c]

I believe $BTC trades down to range low from here.
Hoping and looking for for a reclaim play back to range high.

It won't be direct or simple. That only comes with hindsight, which will only come once we've already broken out of this range to the upside in a few weeks time.

[Foresee @Zac4c]

This is exactly why I maintain trust in the long term value proposition of $ETH - it is the favourite for being the coordination layer of agentic commerce. Agents and machines scale fast and work than humans --> demand volume and and liquidity rise.

[Joseph Chalom @joechalom]

Vitalik Buterin just published his vision for Ethereum and AI.

The core thesis is clear: Ethereum becomes a critical economic coordination layer for autonomous AI agents as AI moves from experimentation into mass production.

I called this out in my 2026 predictions and I believe this is one of the most underestimated tailwinds for ETH.

We are quickly moving toward an Ethereum autonomous machine economy, where task-specific AI agents transact, coordinate, and establish reputation (enter ERC-8004) without intermediaries.

As enterprise software evolves from AI copilots to fully autonomous agents, and then to networks of collaborating agents, those agents will need a neutral, programmable settlement layer to operate across systems.

That activity implies a step-function increase in transaction volume, network demand, and TVL.

A 10x expansion to over $500 billion is not aggressive in that context.

And it will happen on Ethereum.

Ethereum’s decentralization, liquidity, and emerging agent standards make it uniquely suited to support autonomous market participants that trade, rebalance, provide liquidity, and allocate capital continuously, onchain, 24/7.

@VitalikButerin also emphasizes a non-negotiable point: responsible AI requires privacy and trustless interaction, especially for payments.

These are requirements, not nice-to-haves, and they only work on infrastructure that is genuinely decentralized.

Put simply: AI needs Ethereum.

Ethereum isn’t just scaling for humans anymore. It’s scaling for machines. And if AI agents are becoming active participants in financial markets, owning ETH means owning the foundation of that agentic economy.

This is one of many reasons we’re singularly focused on the Ethereum opportunity @SharpLink

[Foresee @Zac4c]

AI won't take your job, but someone using AI will.