🚨 The AI industry just lost 3 years. Trillions spent. Billions burned. Chasing the wrong idea. Yann LeCun called it from day one. Nobody listened. Until now. The bet was simple: make the model big enough and it’ll eventually understand the world. LeCun said that’s nonsense.

If you read this article to the end, you will understand why this company has been rising.

Paul Tudor Jones predicted the 1987 crash, made $100 million, then spent years trying to destroy this footage you will watch him lose $6 million in one afternoon, sit in his chair and say "total devastation" then make it all back with 100% interest This documentary will change

🚨🇺🇸 Dana White just confirmed the ENTIRE UFC White House promo video was AI-generated. Including his own voice! "AI is not the future, it's now. It's already happening." How do you trust anything you watch online again? The Katie Miller Podcast

I think this is just $LITE corporate wording for: “We don’t have enough InP substrates”. Remember I sad last year that as photonics ramps up, $AXTI will just keep growing as a critical bottleneck?

The AI "Optical Wall" isn't coming; it's here. In the last 24 hours $GFS $LITE and $AMD all confirmed the same shift: We're not running out of GPUs. We're running out of light The bottleneck has moved upstream into the laser supply chain Here's the tell $LITE: CW laser

Next short squeeze candidate: 22% of float short

OpenAI just got AMD, Nvidia, Intel, Microsoft, and Broadcom to co-author one protocol. The reason matters more than the protocol does. A frontier training run on a 100K-GPU cluster spends a brutal share of its time idle. Every all-reduce step requires every GPU in the run to

TRUMP ADMINISTRATION PLANS TO INVITE CEOS FROM NVIDIA, APPLE, EXXON ON CHINA TRIP- SEMAFOR TRUMP ADMINISTRATION ALSO PLANS TO INVITE EXECUTIVES FROM QUALCOMM, BLACKSTONE, CITIGROUP, AND VISA TO CHINA - SEMAFOR

Semafor: Trump admin plans to invite CEOs from Nvidia, Apple, Exxon, Boeing and others on next week’s China trip, but expectations are low for major deals beyond soybeans and Boeing jets. Focus is more on Trump-Xi relationship building.

TSMC is fast tracking next-generation CoPoS (Chip on Panel on Substrate) packaging and is requiring equipment and materials suppliers to sign exclusive multi-year supply contracts to ensure technical details don’t leak to rivals, media report, noting the move comes on the heels

A new type of software is getting millions of users and billions revenue quicker than ever before. Software 4.0: where harnesses run the world. Here are the 5 harnesses changing the world and where we're going:

🚨 Messari just put out a vulnerability alert for LayerZero classified both high urgency and high impact under the "Security and Hacks" category TL;DR: - Independent security researchers flagged a structural vulnerability in LayerZero's default receive library

For anyone wanting to compare, here are 4 artist renditions based on how Ezekiel describes the angle Ophanim in the Bible! Ezekiel 1:15-18: Introduces the celestial wheels, describing them as looking like "a wheel intersecting a wheel" and noting that their rims are "full of

I think Cerebras opens at $75B+

$CRBS is planning on going public on Thursday, per WSJ. Estimated to open at $115-125 per share making it a $26.5B valuation. How are we feeling about this? My guess is it opens at $180.

Hyundai owns 80% of Boston Dynamics. It bought the company from SoftBank in 2021 for ~$1.1B. Now Hyundai plans to deploy tens of thousands of robots across its factories. I didn't know it. I am sure many people don't know it.

I like this as a trade