Samsung just reminded everyone that AI runs on memory too.
They just flagged a 19-fold profit jump, a $58.44B quarterly profit.
AI made this possible by turning memory from a cheap cycle into scarce infrastructure. DRAM prices rose 44% quarter over quarter, while NAND prices rose 53%.
For market share, Counterpoint said Samsung led DRAM and HBM combined in Q1 2026 with 38%, ahead of SK Hynix at 29%. Samsung also led NAND flash in Q1 2026 with 29%, ahead of SK Hynix at 18%.
They just flagged a 19-fold profit jump, a $58.44B quarterly profit.
AI made this possible by turning memory from a cheap cycle into scarce infrastructure. DRAM prices rose 44% quarter over quarter, while NAND prices rose 53%.
For market share, Counterpoint said Samsung led DRAM and HBM combined in Q1 2026 with 38%, ahead of SK Hynix at 29%. Samsung also led NAND flash in Q1 2026 with 29%, ahead of SK Hynix at 18%.
🇨🇭 Global One SI - Prompt
The Anthropic team just dropped a full guide on loop engineering 101. Everything you need to know
How to prompt Fable 5 correctly (by Anthropic)
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It was announced a few months ago, and now it's official ✅
Donald Trump officially launched the “Trump Accounts” yesterday by ringing the opening bells of the Stock Exchange from the White House.
The principle is simple: every American child born between 2025 and 2028 will receive $1,000 at birth, provided by the U.S. government and placed in an account invested in the stock market until they turn 18.
Families who wish to do so can then add to this account up to $5,000 per year.
Several million American children are already eligible for this program.
With an assumed growth rate of 9% per year, close to the historical performance of the U.S. stock market over the long term,
and with an initial deposit of $1,000 followed by $5,000 per year, these young Americans could accumulate more than $210,000 in capital by age 18.
This allows for a much more peaceful start to adult life.
The gap in capitalist culture between the United States and Europe continues to widen rapidly.
Donald Trump officially launched the “Trump Accounts” yesterday by ringing the opening bells of the Stock Exchange from the White House.
The principle is simple: every American child born between 2025 and 2028 will receive $1,000 at birth, provided by the U.S. government and placed in an account invested in the stock market until they turn 18.
Families who wish to do so can then add to this account up to $5,000 per year.
Several million American children are already eligible for this program.
With an assumed growth rate of 9% per year, close to the historical performance of the U.S. stock market over the long term,
and with an initial deposit of $1,000 followed by $5,000 per year, these young Americans could accumulate more than $210,000 in capital by age 18.
This allows for a much more peaceful start to adult life.
The gap in capitalist culture between the United States and Europe continues to widen rapidly.
🇨🇳This is bad news. Now, frontier open source access also will probably no more be available for all.
China is preparing to limit foreign access to its strongest AI models, a move that could raise global AI costs and split the model market by nationality.
Beijing has held recent talks with Alibaba, ByteDance, and Z .ai about keeping advanced Chinese models inside China, including models not yet released.
The Ministry of Commerce led the discussions, with China’s state planning agency also present, which signals export control rather than routine platform regulation.
The targets include closed models and open-weight systems, so the issue is not only API access but downloadable model power.
Chinese officials also discussed treating leaks or theft of proprietary AI as a national security offence, not merely an IP dispute.
New limits on who can fund Chinese AI startups were also discussed, which would tighten control over capital, talent, and model access together.
Foreign companies could lose access to low-cost Chinese models just as those models become strong enough for serious production work.
Washington has already restricted access to advanced U.S. models on security grounds.
China now fears Mythos could find software vulnerabilities and be used against Chinese interests, so both sides are treating AI as strategic infrastructure.
Beijing has also investigated Chinese AI startups that moved abroad and pushed Meta to unwind a $2B Manus deal.
A likely path is tiered control: basic open tools get filings, stronger systems face reviews, and frontier models stay domestic.
This would be a major setback for open AI access because model progress would no longer spread mainly through product quality and price.
China is preparing to limit foreign access to its strongest AI models, a move that could raise global AI costs and split the model market by nationality.
Beijing has held recent talks with Alibaba, ByteDance, and Z .ai about keeping advanced Chinese models inside China, including models not yet released.
The Ministry of Commerce led the discussions, with China’s state planning agency also present, which signals export control rather than routine platform regulation.
The targets include closed models and open-weight systems, so the issue is not only API access but downloadable model power.
Chinese officials also discussed treating leaks or theft of proprietary AI as a national security offence, not merely an IP dispute.
New limits on who can fund Chinese AI startups were also discussed, which would tighten control over capital, talent, and model access together.
Foreign companies could lose access to low-cost Chinese models just as those models become strong enough for serious production work.
Washington has already restricted access to advanced U.S. models on security grounds.
China now fears Mythos could find software vulnerabilities and be used against Chinese interests, so both sides are treating AI as strategic infrastructure.
Beijing has also investigated Chinese AI startups that moved abroad and pushed Meta to unwind a $2B Manus deal.
A likely path is tiered control: basic open tools get filings, stronger systems face reviews, and frontier models stay domestic.
This would be a major setback for open AI access because model progress would no longer spread mainly through product quality and price.
The Chinese startup that crashed Nvidia's stock by $600 billion is now building its own chip to replace Nvidia entirely.
In January 2025 DeepSeek released R1 and showed the world you could build a world class AI model at a fraction of the cost everyone assumed.
Nvidia lost $600 billion in market cap in a single day.
Today Reuters reported that DeepSeek is secretly developing its own AI chip.
No public job postings or announcements. Quietly hiring chip design engineers for months and reaching out to chip design, foundry, and memory companies in private. The project started about a year ago.
The chip is specifically built for inference, not training. Inference is what happens every single time someone uses an AI model, every response, every search, every generated image.
It is the fastest growing and most commercially valuable segment of AI computing right now.
This is a direct threat to both Nvidia and Huawei simultaneously.
Nvidia is already effectively banned from China's data center market. China was once 20 to 25 percent of Nvidia's revenue. Export controls cut that to 9 percent. Nvidia took a $4.5 billion charge in Q1 2026 from unsellable China inventory and expects another $8 billion hit in Q2.
Huawei stepped in to fill that gap and now controls about half of China's $50 billion annual AI chip market. DeepSeek itself shifted from Nvidia to Huawei, releasing its V4 model optimized for Huawei's Ascend chips in April 2026.
That single move triggered a buying rush across ByteDance, Tencent, and Alibaba for Huawei's Ascend 950 processors.
Now DeepSeek is moving to cut out Huawei too.
But the challenges are real. Designing a competitive AI chip takes years and significant capital. US export controls bar Chinese designers from accessing the most advanced overseas foundries. Separate US curbs have also cut China's access to high bandwidth memory, which is a critical component for inference chips specifically.
Which is probably why DeepSeek just reversed its yearslong policy of rejecting all outside investment. The company is raising $7 billion in its first ever funding round at a valuation of $52 to $59 billion.
It spent years building the world's most efficient AI models with no outside money. Now it needs capital. The reason is hardware.
Meanwhile the global picture makes this even more significant.
OpenAI launched its own custom inference chip last month. Anthropic is considering building its own. Google, Amazon, and Meta already have their own silicon.
Every major AI company in the world is simultaneously working to reduce dependence on Nvidia.
Nvidia trades at a $4.75 trillion valuation built on the assumption that it remains irreplaceable.
DeepSeek has now challenged that assumption twice.
First by showing you need far fewer chips than anyone thought. Now by building its own.
In January 2025 DeepSeek released R1 and showed the world you could build a world class AI model at a fraction of the cost everyone assumed.
Nvidia lost $600 billion in market cap in a single day.
Today Reuters reported that DeepSeek is secretly developing its own AI chip.
No public job postings or announcements. Quietly hiring chip design engineers for months and reaching out to chip design, foundry, and memory companies in private. The project started about a year ago.
The chip is specifically built for inference, not training. Inference is what happens every single time someone uses an AI model, every response, every search, every generated image.
It is the fastest growing and most commercially valuable segment of AI computing right now.
This is a direct threat to both Nvidia and Huawei simultaneously.
Nvidia is already effectively banned from China's data center market. China was once 20 to 25 percent of Nvidia's revenue. Export controls cut that to 9 percent. Nvidia took a $4.5 billion charge in Q1 2026 from unsellable China inventory and expects another $8 billion hit in Q2.
Huawei stepped in to fill that gap and now controls about half of China's $50 billion annual AI chip market. DeepSeek itself shifted from Nvidia to Huawei, releasing its V4 model optimized for Huawei's Ascend chips in April 2026.
That single move triggered a buying rush across ByteDance, Tencent, and Alibaba for Huawei's Ascend 950 processors.
Now DeepSeek is moving to cut out Huawei too.
But the challenges are real. Designing a competitive AI chip takes years and significant capital. US export controls bar Chinese designers from accessing the most advanced overseas foundries. Separate US curbs have also cut China's access to high bandwidth memory, which is a critical component for inference chips specifically.
Which is probably why DeepSeek just reversed its yearslong policy of rejecting all outside investment. The company is raising $7 billion in its first ever funding round at a valuation of $52 to $59 billion.
It spent years building the world's most efficient AI models with no outside money. Now it needs capital. The reason is hardware.
Meanwhile the global picture makes this even more significant.
OpenAI launched its own custom inference chip last month. Anthropic is considering building its own. Google, Amazon, and Meta already have their own silicon.
Every major AI company in the world is simultaneously working to reduce dependence on Nvidia.
Nvidia trades at a $4.75 trillion valuation built on the assumption that it remains irreplaceable.
DeepSeek has now challenged that assumption twice.
First by showing you need far fewer chips than anyone thought. Now by building its own.
Memory stocks are crashing in the as Samsung's revenue miss sparks a sector wide selloff.
$MU down -8%, wiping $96 billion in market cap.
$SNDK down -12%, wiping $33 billion in market cap.
$INTC down -10%, wiping $47 billion in market cap.
$WDC down -10%, wiping $5.5 billion in market cap.
Samsung reported a $58 billion quarterly profit, a 19-fold jump from a year ago, the largest single quarter profit any tech company has ever reported.
But revenue missed estimates, coming in at 171 trillion won against the 173.9 trillion won the market expected.
Samsung fell 7%. That selling has now spread to every memory stock in the US market.
$MU down -8%, wiping $96 billion in market cap.
$SNDK down -12%, wiping $33 billion in market cap.
$INTC down -10%, wiping $47 billion in market cap.
$WDC down -10%, wiping $5.5 billion in market cap.
Samsung reported a $58 billion quarterly profit, a 19-fold jump from a year ago, the largest single quarter profit any tech company has ever reported.
But revenue missed estimates, coming in at 171 trillion won against the 173.9 trillion won the market expected.
Samsung fell 7%. That selling has now spread to every memory stock in the US market.
Cloudflare just announced a monetization layer for the agentic web, using x402 at the edge to make AI agents pay before resources respond.
Means AI agents may start paying websites directly, instead of only reading free pages or using prearranged API keys.
Today, most AI products reach outside information through contracts, scraping, search partnerships, paid APIs, or free public pages.
Cloudflare wants to make that access behave more like a paid HTTP request.
When an agent asks for a protected resource, Cloudflare can block the request before origin access.
A website owner can say, “this dataset costs $0.01 per call,” and Cloudflare enforces that rule before the request reaches the server.
The agent asks for the resource, gets a 402 Payment Required response, pays, retries with payment proof, and receives the answer.
The major change is that payment becomes part of the web request itself.
For a normal AI user, this could mean your assistant sometimes needs spending permission before completing a task.
A research agent might say, “this source costs $0.03, should I use it?”
A shopping agent might pay for inventory data, product comparisons, booking tools, or private market data.
The catch is that this only works when agents carry wallets, understand x402, and obey spending rules.
blog.cloudflare.com/monetization-gateway
Means AI agents may start paying websites directly, instead of only reading free pages or using prearranged API keys.
Today, most AI products reach outside information through contracts, scraping, search partnerships, paid APIs, or free public pages.
Cloudflare wants to make that access behave more like a paid HTTP request.
When an agent asks for a protected resource, Cloudflare can block the request before origin access.
A website owner can say, “this dataset costs $0.01 per call,” and Cloudflare enforces that rule before the request reaches the server.
The agent asks for the resource, gets a 402 Payment Required response, pays, retries with payment proof, and receives the answer.
The major change is that payment becomes part of the web request itself.
For a normal AI user, this could mean your assistant sometimes needs spending permission before completing a task.
A research agent might say, “this source costs $0.03, should I use it?”
A shopping agent might pay for inventory data, product comparisons, booking tools, or private market data.
The catch is that this only works when agents carry wallets, understand x402, and obey spending rules.
blog.cloudflare.com/monetization-gateway
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 The US just pulled Iran's sanctions waiver, hours after tankers were attacked in Hormuz.
The reversal directly follows today's tanker attacks in the strait
This undoes the exact opening India's state refiners were preparing to buy into just yesterday
Iran already has 58 million+ barrels floating unsold at sea, this closes the 1 new buyer pathway that had just opened
The waiver window that was about to bring a real buyer back just closed.
Watch what happens to those floating barrels now.
The reversal directly follows today's tanker attacks in the strait
This undoes the exact opening India's state refiners were preparing to buy into just yesterday
Iran already has 58 million+ barrels floating unsold at sea, this closes the 1 new buyer pathway that had just opened
The waiver window that was about to bring a real buyer back just closed.
Watch what happens to those floating barrels now.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🚨Ukraine just hit a dozen Russian shadow fleet tankers in 2 days.
It's making Crimea's fuel crisis worse.
💥Drones struck 10 sanctioned shadow-fleet tankers over 2 days in the Sea of Azov, each around 7,000 tonnes deadweight, delivering fuel to Crimea
⛽️Crimea already declared a state of emergency in June over fuel shortages, this campaign compounds it
Kyiv's drone commander has publicly pledged to cut Crimea off from Russia entirely through sustained strikes
🚢Only 2 of the 7 vessels initially reported hit were confirmed under international sanctions, per Reuters' own review
It's making Crimea's fuel crisis worse.
💥Drones struck 10 sanctioned shadow-fleet tankers over 2 days in the Sea of Azov, each around 7,000 tonnes deadweight, delivering fuel to Crimea
⛽️Crimea already declared a state of emergency in June over fuel shortages, this campaign compounds it
Kyiv's drone commander has publicly pledged to cut Crimea off from Russia entirely through sustained strikes
🚢Only 2 of the 7 vessels initially reported hit were confirmed under international sanctions, per Reuters' own review
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
🚨 Gazprom just fell to its lowest share price since the 2008 financial crisis.
→ Shares hit 91.55 RUB, under $1, a 17-year low
→ Market cap down to roughly 2.22 trillion RUB, about $30 billion
→ Gazprom Neft is bleeding too, down nearly 2% and at its lowest since October 2022
Russia's flagship gas company is trading like a distressed mid-cap.
Watch whether this is a Ukraine-drone-driven fuel crisis story or a deeper structural repricing of Russian energy assets.
→ Shares hit 91.55 RUB, under $1, a 17-year low
→ Market cap down to roughly 2.22 trillion RUB, about $30 billion
→ Gazprom Neft is bleeding too, down nearly 2% and at its lowest since October 2022
Russia's flagship gas company is trading like a distressed mid-cap.
Watch whether this is a Ukraine-drone-driven fuel crisis story or a deeper structural repricing of Russian energy assets.
🇨🇭 Global One SI - Prompt
$SMX | The "Age of Parity" Could Be Bigger Than Most Investors Realize For decades, virgin plastic was simply the cheaper option. That equation is starting to change. According to SMX's latest "Age of Parity" thesis, supply chain disruptions, tariffs, resource…
$SMX UNDER TIGHT COMPRESSION — READY TO EXPLODE!
The Pure Technicals:
- Price coiling in clear accumulation zone after the low-volume shakeout
- Multiple indicators showing tightening compression — breakout imminent
- Holding key support with buyers defending dips aggressively
- Fonsie Channels + resistance line overhead — break above = rocket fuel
Key Levels:
Support: $14.50 – $15.00
Targets: $22+ initial, $26 – $34+ on volume breakout
Quick DD:
• True micro float (~600k shares post-reverse splits) + short pressure = extreme torque
• Innovative security & tracking solutions in the industrial space
• Low institutional ownership leaves massive runway for momentum
• Technical setup screaming higher volatility expansion ahead
This is textbook micro-float behavior. Low selling pressure on weakness, building demand underneath.
Once it clears that resistance line… BOOMMM — fast move incoming.
The Pure Technicals:
- Price coiling in clear accumulation zone after the low-volume shakeout
- Multiple indicators showing tightening compression — breakout imminent
- Holding key support with buyers defending dips aggressively
- Fonsie Channels + resistance line overhead — break above = rocket fuel
Key Levels:
Support: $14.50 – $15.00
Targets: $22+ initial, $26 – $34+ on volume breakout
Quick DD:
• True micro float (~600k shares post-reverse splits) + short pressure = extreme torque
• Innovative security & tracking solutions in the industrial space
• Low institutional ownership leaves massive runway for momentum
• Technical setup screaming higher volatility expansion ahead
This is textbook micro-float behavior. Low selling pressure on weakness, building demand underneath.
Once it clears that resistance line… BOOMMM — fast move incoming.
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Become emotionally detached.
don’t force your dream to happen.
Be the version of you who has already achieved the dream.
live in that state.
sit in the feeling of fulfillment.
Calm, certain, complete.
When you stop checking the world for proof, the world rearranges itself, to match your inner world, which should be you living your dream.
When you live from fulfillment, effort turns into flow, timing becomes irrelevant, and things arrive without resistance.
Stop forcing the door to open.
Become the one it opens for.
don’t force your dream to happen.
Be the version of you who has already achieved the dream.
live in that state.
sit in the feeling of fulfillment.
Calm, certain, complete.
When you stop checking the world for proof, the world rearranges itself, to match your inner world, which should be you living your dream.
When you live from fulfillment, effort turns into flow, timing becomes irrelevant, and things arrive without resistance.
Stop forcing the door to open.
Become the one it opens for.
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Michael burry's trade in the 2008 financial crisis is one of the most striking examples of a counter-consensus market view.
In the early 2000s, burry took an in-depth look at the U.S. housing market and identified a structural problem: mortgages were being granted to so-called subprime takers. these credits were packaged in complex financial bonds and sold as secure investments.
While the majority saw growth and opportunity, burry saw fragility. he realized that when interest rates rose and borrowers began to default, the entire structure could collapse.
To position himself, he did something unusual at the time: he started betting against the housing market using credit default swaps, instruments that work like a type of insurance against defaults. in practice, he was buying protection and betting on the decline of these assets.
This positioning required conviction and patience. for a period, he faced temporary losses and pressure from investors, as the market kept rising and the collapse had not yet happened.
When the crisis began, the structure crumbled quickly. banks suffered massive losses, bonds lost value, and the system collapsed. it was at this moment that burry's position generated extraordinary returns.
His fund, scion capital, had significant gains ($725 million for its investors, with founder michael burry personally earning about $100 million) turning a contrarian view into one of the most lucrative trades in recent history.
The case shows a central point: great opportunities often arise when the majority is looking in the wrong direction.
In the end, burry's trade was not just luck. it was deep analysis, patience, and the courage to go against the consensus.
It proves that, in the market, seeing things before others can be more valuable than following the flow.
The lesson: real vision isn't following the crowd. it's standing alone when the truth is louder than the noise. sometimes the greatest fortune comes from being the only one willing to see what everyone else ignores.
In the early 2000s, burry took an in-depth look at the U.S. housing market and identified a structural problem: mortgages were being granted to so-called subprime takers. these credits were packaged in complex financial bonds and sold as secure investments.
While the majority saw growth and opportunity, burry saw fragility. he realized that when interest rates rose and borrowers began to default, the entire structure could collapse.
To position himself, he did something unusual at the time: he started betting against the housing market using credit default swaps, instruments that work like a type of insurance against defaults. in practice, he was buying protection and betting on the decline of these assets.
This positioning required conviction and patience. for a period, he faced temporary losses and pressure from investors, as the market kept rising and the collapse had not yet happened.
When the crisis began, the structure crumbled quickly. banks suffered massive losses, bonds lost value, and the system collapsed. it was at this moment that burry's position generated extraordinary returns.
His fund, scion capital, had significant gains ($725 million for its investors, with founder michael burry personally earning about $100 million) turning a contrarian view into one of the most lucrative trades in recent history.
The case shows a central point: great opportunities often arise when the majority is looking in the wrong direction.
In the end, burry's trade was not just luck. it was deep analysis, patience, and the courage to go against the consensus.
It proves that, in the market, seeing things before others can be more valuable than following the flow.
The lesson: real vision isn't following the crowd. it's standing alone when the truth is louder than the noise. sometimes the greatest fortune comes from being the only one willing to see what everyone else ignores.
✍1