CXMT just had the most absurd debut in semiconductor history. Priced at ¥8.66, opened at ¥49.50, closed +466% at ¥49. Market cap: ~$488B — bigger than Intel. A DRAM maker that didn't exist ten years ago. (1/2)🧵
90·A+Long
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meme7/27meme
CHINA'S CXMT JUMPS 465% ON DEBUT, TOPS INTEL'S MARKET CAP
Why Intel Stock Plunged Nearly 8% Despite a Strong Q2 2026 Earnings Beat. Introduction Did a massive earnings beat still fail to protect Intel from a sharp selloff? On last Friday, July 24, 2026, Intel
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Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
75·ALong
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meme7/26meme
Israeli Prime Minister Benjamin Netanyahu said he plans to press President Donald Trump in their meeting Tuesday to keep a “constant, constant watch” on Iran’s nuclear program, even as he said he has no new evidence that Tehran’s ability to build a weapon has been destroyed.
“Our intel services and yours are working so close together that it’s not that I’m going to present new information, but I think it’s a good thing to have the opportunity to sit with our good friend President Trump and to hear what he has in mind, because I think in many ways it’s his decision,” Netanyahu told Fox News’ Sunday Morning Futures. bloomberg.com/news/articles/…
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news7/26news
Bittensor Ecosystem Highlights :: July 20–26, 2026
[ @chutes_ai - Subnet 64 ] Chutes pre-trained a 20B model for under $10 an hour without a dedicated cluster.
Parallax coordinated rented GPUs across two continents and came close to the quality of a model trained on four high-end datacenter GPUs. It shows that affordable GPUs in different locations can train large AI models, a job that normally requires a massive datacenter cluster.
[ @TargonCompute - Subnet 4 ] TargonOS is now live, bringing confidential AI compute to Bittensor.
Developers can now rent a private machine, install what they need, and keep their data hidden from the hardware provider. This gives Bittensor a decentralized cloud with privacy enforced directly by @Intel hardware.
[ @engyai - Subnet 53 ] Engy is now live on Bittensor, serving frontier open models with verified inference.
Its cryptographic proofs let users check that the model they chose produced each answer. Engy combines low-cost compute with SOTA cluster management to deliver some of the cheapest frontier-model inference on the market through Bittensor.
[ @bitmind - Subnet 34 ] BitMind published a new paper testing its deepfake detector across 19 public benchmarks.
It matched the best commercial image detector, beat the best commercial video detector, and outperformed leading published models on several major benchmarks. The system comes from Bittensor’s SN34 competition, where miners continuously generate harder fakes and build better detectors as deepfake technology evolves.
Miners will score the surface, corners, edges, centering and overall condition against grades set by professionals. The challenge puts Bittensor vision models to work on a real commercial task where tiny defects can decide a card’s final grade.
[ @actualinc - Subnet 95 ] Actual Computer joined the NVIDIA Inception Program. The program can give the team access to NVIDIA’s technical resources, experts and go-to-market support as it expands fast local inference across consumer GPUs.
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news7/26news
Bittensor Ecosystem Highlights :: July 20–26, 2026
[ @chutes_ai - Subnet 64 ]
Chutes pre-trained a 20B model for under $10 an hour without a dedicated cluster.
Parallax coordinated rented GPUs across two continents and came close to the quality of a model trained on four high-end datacenter GPUs.
It shows that affordable GPUs in different locations can train large AI models, a job that normally requires a massive datacenter cluster.
[ @TargonCompute - Subnet 4 ]
TargonOS is now live, bringing confidential AI compute to Bittensor.
Developers can now rent a private machine, install what they need, and keep their data hidden from the hardware provider.
This gives Bittensor a decentralized cloud with privacy enforced directly by @Intel hardware.
[ @engyai - Subnet 53 ]
Engy is now live on Bittensor, serving frontier open models with verified inference.
Its cryptographic proofs let users check that the model they chose produced each answer.
Engy combines low-cost compute with SOTA cluster management to deliver some of the cheapest frontier-model inference on the market through Bittensor.
[ @bitmind - Subnet 34 ]
BitMind published a new paper testing its deepfake detector across 19 public benchmarks.
It matched the best commercial image detector, beat the best commercial video detector, and outperformed leading published models on several major benchmarks.
The system comes from Bittensor’s SN34 competition, where miners continuously generate harder fakes and build better detectors as deepfake technology evolves.
[ @webuildscore - Subnet 44 ]
Score is launching a new SN44 challenge where AI models grade Pokémon and other trading cards from photos.
Miners will score the surface, corners, edges, centering and overall condition against grades set by professionals.
The challenge puts Bittensor vision models to work on a real commercial task where tiny defects can decide a card’s final grade.
[ @actualinc - Subnet 95 ]
Actual Computer joined the NVIDIA Inception Program.
The program can give the team access to NVIDIA’s technical resources, experts and go-to-market support as it expands fast local inference across consumer GPUs.
70·B+Long
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meme7/26meme
This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @dopplerprotocol went live on Solana Mainnet
- @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain
- @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers
- @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens
- @altitude introduced Altitude Accounting to automate transaction classification
- @Thea_AI launched AI inference routing and settlement on Solana
- @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz
- @CandyDigital enabled true self-custody for digital collectibles on Solana
- @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
80·ALong
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news7/26news
This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
80·ALong
m
meme7/26meme
This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @dopplerprotocol went live on Solana Mainnet
- @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain
- @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers
- @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens
- @altitude introduced Altitude Accounting to automate transaction classification
- @Thea_AI launched AI inference routing and settlement on Solana
- @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz
- @CandyDigital enabled true self-custody for digital collectibles on Solana
- @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
80·ALong
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news7/24news
U.S. Intel has found the opposite: that, in fact, Russia and China are supplying Iran with targeting information and other support. A remarkable post after Iran penetrated U.S. defenses in Jordan killing 3 U.S. servicemembers.
90·A+Long
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news7/24news
Fly.Io Announces $25 Mln in Series D Funding Co-Led by Dell Technologies Capital & Intel Capital
80·ALong
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news7/24news
Intel Beat Q2 Earnings Estimates Twice Over. Its Own Rally Cost It $12.5 Billion
Premarket movers:
Tesla leads gains among Mag 7 stocks after the electric vehicle maker plunged about 15% on Thursday (Tesla +1.3%, Microsoft +1.1%, Alphabet +0.7%, Meta +0.7%, Amazon +0.5%, Apple +0.2%, Nvidia -0.4%)
Amkor Technology (AMKR) rallies 11% after the company announced a $1.5 billion multi-year binding agreement with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms.
Intel (INTC) gains 4% (well below the kneejerk surge 12% higher) after the chipmaker’s third-quarter forecast was much stronger than analysts’ expectations. The results highlighted both the durability of AI-related demand, as well as the success of Intel’s turnaround.
MaxLinear (MXL) slides 11% after the semiconductor device company reported second-quarter results that were only modestly ahead of expectations. While its third-quarter revenue forecast was stronger than expected, its view for adjusted gross margin was largely in line at the midpoint of the range.
Oracle (ORCL) is up 2.6% after the software company said it had been awarded a 10-year IDIQ contract by the US Department of Defense under its Enterprise Software Initiative. The contract is valued at $3.31 billion for the first five years and up to $6.99 billion if options are exercised.