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meme6h agomeme

COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES Largest holdings: - Taiwan Semiconductor $TSM: $4.26B - Lam Research $LRCX: $4.09B - Micron $MU: $3.63B, shares +1794% - SpaceX: $3.17B, 18.6M Class A shares, new - Applied Materials $AMAT: $3.05B - GE Vernova $GEV: $3.01B - Amazon $AMZN: $2.82B, shares +49% - Broadcom $AVGO: $2.21B - Eaton $ETN: $2.12B - Alphabet $GOOGL: $1.74B - Intel $INTC: $1.69B, new - Cerebras Systems: $1.55B, new - Meta Platforms $META: $1.42B - Equinix $EQIX: $1.33B - Nvidia $NVDA: $1.21B - Constellation Energy $CEG: $1.15B - Forgent Power Solutions $FPS: $1.15B, new - Hut 8 $HUT: $1.12B, new - Microsoft $MSFT: $1.10B Other new positions: - Booz Allen Hamilton $BAH: $65.7M - Advanced Micro Devices $AMD: $55.8M - Comfort Systems $FIX: $35.3M - Argan $AGX: $28.8M Added: - Carvana $CVNA: +382% - Alphabet Class A: +13% - Microsoft: +18% - Equinix: +17% Exited: - Visa $V: $217.2M - Chime Financial $CHYM: $188.6M - Solstice Advanced Materials $SOLS: $126.0M - C.H. Robinson $CHRW: $95.2M - iShares Bitcoin Trust $IBIT: $2.6M Trimmed: - Synopsys $SNPS: -58% - ASML $ASML: -40% - Netflix $NFLX: -32% - Pinterest $PINS: -29% - Applied Materials: -20% - Alphabet Class C $GOOG: -19% - UiPath $PATH: -14%

80·ALong

news6h agonews

COATUE Q2 13F: MICRON UP 1794%, NEW $3.2B SPACEX AND $1.5B CEREBRAS STAKES

Largest holdings:
- Taiwan Semiconductor $TSM: $4.26B
- Lam Research $LRCX: $4.09B
- Micron $MU: $3.63B, shares +1794%
- SpaceX: $3.17B, 18.6M Class A shares, new
- Applied Materials $AMAT: $3.05B
- GE Vernova $GEV: $3.01B
- Amazon $AMZN: $2.82B, shares +49%
- Broadcom $AVGO: $2.21B
- Eaton $ETN: $2.12B
- Alphabet $GOOGL: $1.74B
- Intel $INTC: $1.69B, new
- Cerebras Systems: $1.55B, new
- Meta Platforms $META: $1.42B
- Equinix $EQIX: $1.33B
- Nvidia $NVDA: $1.21B
- Constellation Energy $CEG: $1.15B
- Forgent Power Solutions $FPS: $1.15B, new
- Hut 8 $HUT: $1.12B, new
- Microsoft $MSFT: $1.10B

Other new positions:
- Booz Allen Hamilton $BAH: $65.7M
- Advanced Micro Devices $AMD: $55.8M
- Comfort Systems $FIX: $35.3M
- Argan $AGX: $28.8M

Added:
- Carvana $CVNA: +382%
- Alphabet Class A: +13%
- Microsoft: +18%
- Equinix: +17%

Exited:
- Visa $V: $217.2M
- Chime Financial $CHYM: $188.6M
- Solstice Advanced Materials $SOLS: $126.0M
- C.H. Robinson $CHRW: $95.2M
- iShares Bitcoin Trust $IBIT: $2.6M

Trimmed:
- Synopsys $SNPS: -58%
- ASML $ASML: -40%
- Netflix $NFLX: -32%
- Pinterest $PINS: -29%
- Applied Materials: -20%
- Alphabet Class C $GOOG: -19%
- UiPath $PATH: -14%

85·ALong

meme9h agomeme

quote: CHASE COLEMAN'S TIGER GLOBAL JUST UPDATED ITS PUBLIC STOCK PORTFOLIO These are their largest holdings as of the end of Q2 - Taiwan Semiconductor $TSM: 4,881,008 shares, $2.33B - Amazon $AMZN: 9,683,558 shares, $2.31B - NVIDIA $NVDA: 11,198,773 shares, $2.24B - Google $GOOGL: 5,805,687 shares, $2.07B - Meta $META: 2,823,180 shares, $1.59B - Lam Research $LRCX: 3,163,495 shares, $1.37B - Sea Limited $SE: 12,559,152 shares, $1.20B - Applied Materials $AMAT: 1,632,210 shares, $1.18B - GE Vernova $GEV: 797,511 shares, $937.0M - Microsoft $MSFT: 2,266,913 shares, $845.6M | CHASE COLEMAN'S TIGER GLOBAL JUST UPDATED ITS PUBLIC STOCK PORTFOLIO These are their largest holdings as of the end of Q2 - Taiwan Semiconductor $TSM: 4,881,008 shares, $2.33B - Amazon $AMZN: 9,683,558 shares, $2.31B - NVIDIA $NVDA: 11,198,773 shares, $2.24B - Google $GOOGL: 5,805,687 shares, $2.07B - Meta $META: 2,823,180 shares, $1.59B - Lam Research $LRCX: 3,163,495 shares, $1.37B - Sea Limited $SE: 12,559,152 shares, $1.20B - Applied Materials $AMAT: 1,632,210 shares, $1.18B - GE Vernova $GEV: 797,511 shares, $937.0M - Microsoft $MSFT: 2,266,913 shares, $845.6M THIS IS EVERYTHING THAT CHANGED IN THEIR STOCK PORTFOLIO DURING Q2 New positions this quarter: - Cerebras Systems $CBRS: 2,999,000 shares, $662.8M - AMD $AMD: 674,727 shares, $392.0M - Seagate $STX: 285,100 shares, $275.1M - Visa $V: 798,697 shares, $274.0M - Danaher $DHR: 456,000 shares, $86.9M - SpaceX $SPCX: 375,000 shares, $64.1M - Applied Digital $APLD: 885,000 shares, $33.0M - Cipher Mining $CIFR: 927,000 shares, $22.7M - Core Scientific $CORZ: 817,000 shares, $20.9M Increased: - Intel $INTC: +2,613,990 shares, +160% - Corpay $CPAY: +397,731 shares, +23% - Block $XYZ: +576,007 shares, +14% - MercadoLibre $MELI: +18,120 shares, +13% - Coupang $CPNG: +1,872,565 shares, +5% Trimmed: - Pony AI $PONY: -2,589,713 shares, -89% - Chime $CHYM: -5,797,735 shares, -52% - Broadcom $AVGO: -1,830,752 shares, -51% - Google $GOOGL: -4,825,715 shares, -45% - ServiceNow $NOW: -626,515 shares, -42% - JD.com $JD: -142,809 shares, -41% - Spotify $SPOT: -409,334 shares, -26% - Lam Research $LRCX: -736,944 shares, -19% Fully exited: - AppLovin $APP: was 1,000,000 shares, $398.0M - Zillow $Z: was 7,368,957 shares, $304.9M - Netflix $NFLX: was 2,439,000 shares, $234.5M - Zscaler $ZS: was 1,579,766 shares, $221.6M - Procore $PCOR: was 2,339,500 shares, $133.4M - Lumentum $LITE: was 136,800 shares, $96.1M - CoStar $CSGP: was 1,500,000 shares, $60.5M

75·ALong

Twitter8/13news

Litecoin just hit 40 Million Transactions in 2026! This milestone isn't just a number; it's a signal that real activity is happening on the network.

From everyday payments to merchant adoption, these transactions represent actual use cases. Litecoin remains a workhorse for those seeking efficient, cost-effective transactions. $LTC still moving, still proving its worth, one transaction at a time.

70·B+Long

twitter8/13meme

Which rollups make it? @soispoke's take from our Lisbon fireside: the ones with their own distribution, or the ones custom enough to justify existing. An EVM clone with a more trusted bridge has neither. Fireside: Ethereum Scalability vs. Fragmentation, co-hosted with @EFetheverywhere, as part of the Lisbon Ethereum Community Hub program.

10·CNeutral

news8/13news

MUSK TURNS TO NATURAL GAS TO POWER AI

Elon Musk is increasingly embracing natural gas to meet SpaceX’s massive AI power needs.

SpaceX plans a gas-fired power plant for its $16.8B Texas chip facility, while its Tennessee and Mississippi data centers already use dozens of gas turbines.

Musk expects data-center capacity to reach 10–15 GW by 2027, potentially making SpaceX America’s largest operator.

The strategy prioritizes rapid, off-grid power as AI electricity demand surges.

75·ALong

listing8/12listing

COINBASE: Is your business ready for the Agentic Economy?

Coinbase can help you get ahead and enable AI agents as customers. Sign up for @CoinbaseBiz and start accepting stablecoin payments for your business. AI agents will be able to checkout as well - no additional setup required.

65·B+Long

news8/12news

Is your business ready for the Agentic Economy?

Coinbase can help you get ahead and enable AI agents as customers. Sign up for @CoinbaseBiz and start accepting stablecoin payments for your business. AI agents will be able to checkout as well - no additional setup required.

65·B+Long

news8/12news

@cognition Grok 4.7 will exceed all current models.

That said, Anthropic is a great company and will probably release improved models soon.

However, the SpaceX training corpus is so awesome & unique that I would be shocked if any model is better at real-world engineering than 4.7.

65·B+Long

news8/12news

Congrats to the @SpaceXAI team on the release of Grok 4.6.

Grok 4.6 brings frontier intelligence, running and trained on NVIDIA GB300 NVL72 with NVLink to deliver exceptional performance, reliability and lowest token cost.

75·ALong

news8/12news

XRP Bridge Drained After Software Treats Fake Deposits as Real

85·AShort

Hanami8/12news

XRP Bridge Drained After Software Treats Fake Deposits as Real

0·-Neutral

Hanami8/12news

DECRYPT: XRP Bridge Drained After Software Treats Fake Deposits as Real

85·AShort

news8/12news

Elon Musk's $16.8 Billion Chip Factory Could Become the World's Largest Building.
Elon Musk's SpaceX and Tesla are initially investing $16.8 billion in Terafab, a planned 100-million-square-foot Texas chip factory that could become the world's largest building and supply advanced chips for AI, robots, autonomous vehicles and space-based computing.

75·ALong

news8/12news

XRP bridge drained for $200,000 after software mistook fake deposits for real ones

85·AShort

news8/12news

COINDESK: XRP bridge drained for $200,000 after software mistook fake deposits for real ones

85·AShort

news8/12news

XRP bridge drained for $200,000 after software mistook fake deposits for real ones

85·AShort

news8/11news

THE STREET: Crypto bridge loses nearly all of 200,000 XRP in 97 minutes

85·AShort

news8/11news

THE STREET: Crypto bridge loses nearly all of 200,000 XRP in 97 minutes

85·AShort

meme8/11meme

From DTCC to Robinhood and OKX, the world’s largest institutions and platforms are integrating Chainlink. Major Chainlink announcements recently ⬇️ 1/ Chainlink powered a live production tokenized securities trade featuring J.P. Morgan & CME Group that was processed by @The_DTCC. 2/ Chainlink and multinational banking consortia launched Project Pangea, bringing together 50+ banks representing $10+ trillion in AUM, to redefine international FX markets with T+0 cross-border settlement. 3/ @BitGo deprecated its legacy bridging solution and is migrating $7.4B+ Wrapped Bitcoin (WBTC) to Chainlink CCIP as its exclusive cross-chain infra following a rigorous review. 4/ @RobinhoodCrypto adopted Chainlink as its official data and cross-chain oracle infrastructure for Robinhood Chain, powering Robinhood Stock Tokens. 5/ @aave adopted Chainlink CCIP as the cross-chain infra powering its new mobile app after CCIP scored the highest on LlamaRisk’s updated Aave Risk Framework. 6/ @Arc, the L1 chain developed by @circle, officially joined Chainlink Scale to provide devs access to institutional oracle infra. 7/ Chainlink powered immediate resolutions, unlocking instant payouts for prediction markets on the 2026 FIFA World Cup™️ across @Predictstreet, @MyriadMarkets, and @world_xyz. 8/ @okx adopted Chainlink to unlock the $80 trillion tokenized RWA opportunity on X Layer. 9/ @UtechStables adopts Chainlink as official data oracle & cross-chain infra to expand the distribution of the $1B+ U stablecoin across DeFi. 10/ @Mantle_Official deprecated its legacy bridge & migrates the $2.5B+ MNT token to Chainlink CCIP. 11/ @YuzuMoneyX has fully migrated to Chainlink CCIP to unlock distribution of its institutional yield products across DeFi. 12/ @Lombard_Finance adopts Chainlink to power cross-chain distribution for its Bitcoin Onchain Credit Strategy with @FlowTraders.

85·ALong

GE

COINBASE: Is your business ready for the Agentic Economy?Coinbase can help you get ahead and enable AI agents as customers. Sign up for @CoinbaseBiz and start accepting stablecoin payments for your business. AI agents will be able to checkout as well - no additional setup required.

Is your business ready for the Agentic Economy?Coinbase can help you get ahead and enable AI agents as customers. Sign up for @CoinbaseBiz and start accepting stablecoin payments for your business. AI agents will be able to checkout as well - no additional setup required.

@cognition Grok 4.7 will exceed all current models. That said, Anthropic is a great company and will probably release improved models soon.However, the SpaceX training corpus is so awesome & unique that I would be shocked if any model is better at real-world engineering than 4.7.

Congrats to the @SpaceXAI team on the release of Grok 4.6.Grok 4.6 brings frontier intelligence, running and trained on NVIDIA GB300 NVL72 with NVLink to deliver exceptional performance, reliability and lowest token cost.

XRP Bridge Drained After Software Treats Fake Deposits as Real

XRP Bridge Drained After Software Treats Fake Deposits as Real

DECRYPT: XRP Bridge Drained After Software Treats Fake Deposits as Real

XRP bridge drained for $200,000 after software mistook fake deposits for real ones

COINDESK: XRP bridge drained for $200,000 after software mistook fake deposits for real ones

XRP bridge drained for $200,000 after software mistook fake deposits for real ones

THE STREET: Crypto bridge loses nearly all of 200,000 XRP in 97 minutes

THE STREET: Crypto bridge loses nearly all of 200,000 XRP in 97 minutes

COINBASE: Is your business ready for the Agentic Economy?

Coinbase can help you get ahead and enable AI agents as customers. Sign up for @CoinbaseBiz and start accepting stablecoin payments for your business. AI agents will be able to checkout as well - no additional setup required.

Is your business ready for the Agentic Economy?

Coinbase can help you get ahead and enable AI agents as customers. Sign up for @CoinbaseBiz and start accepting stablecoin payments for your business. AI agents will be able to checkout as well - no additional setup required.

@cognition Grok 4.7 will exceed all current models.

That said, Anthropic is a great company and will probably release improved models soon.

However, the SpaceX training corpus is so awesome & unique that I would be shocked if any model is better at real-world engineering than 4.7.

Congrats to the @SpaceXAI team on the release of Grok 4.6.

Grok 4.6 brings frontier intelligence, running and trained on NVIDIA GB300 NVL72 with NVLink to deliver exceptional performance, reliability and lowest token cost.