GateUser-272e4d07

There two narratives AI bulls are pushing right now that are at odds 1) Everything is a bottleneck. You can’t go a few hours without a semi analyst calling some Taiwanese widget a bottleneck 2) AI stocks are worth 40-60x multiples, priced for execution perfection

This is either the pico bottom of a major uptrend in crypto, now that the bad news it out the way on tradfi tokenization delays Or the beginning of a big drawdown as ppl overbought the news hype Will know by months end depending how the monthly closes Monthlies never lie

$SG up on news that Chris Camillo has entered the trade

That’s one way to play private markets Still better than crypto derivatives or SPVs

This is a pretty big validation of the neocloud model

$SG and $ONON two consumer trends ready to pop SG - a failed salad restaurant that just jumped in the high protein wrap trend, going viral on TikTok ONON - On shoes, destroyed due to tariffs but now priced in, they just crushed earnings, wall st too focused on AI to notice

$CARDS market, revenue, users and volume all up and to the right $30M market cap

Gavin Baker says most underestimated chip is $AMZN Trainium 3 set to release H2 2026 Implies it will be the TPU moment of 2026

$HIMS missed on earnings which is unfortunate but the speculative asymmetry catalyst is the July FDA advisory committee which could allow compounding pharmacies to do peptides I expect price to run up into that meeting

In the long run, everyone becomes a neocloud

In July, RFK’s advisory committee will meet on 7 Peptides. He’s a big fan If FDA action follows, $HIMS rerates as the main commercial beneficiary of this new trend

This should improve trading revenues for $HOOD

From AI to obesity, $AMZN does it all

$BTC has some interesting tailwinds 1) Hormuz resolution means inflation is transitory and the admin can push rate cuts again. Good for risk, better for BTC 2) Trump admin is teasing a strategic bitcoin reserve announcement 3) Clarity act now has 89% chance of passing

The rerating of data centers has begun

Apple will turn everyone into an AI user Compute demand will sky rocket 🚀

The biggest trade is understanding that AI+robotics abundance will drive down the costs of everything $BTC will still be supply capped at 21M BTC and desirable land are the only moats BTC is 20x to catchup to Gold which inflates, is immobile and can be seized

Now that crypto twitter has finally moved onto Taiwanese AI supply chain $BTC is magically ripping

Even the Boards and Boomers won’t be able to stop them