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SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.

Over the past three months, DeFi contracted across the board. Spark was the exception, posting notable growth across all major categories. - TVL: Spark TVL grew 16.4% while total DeFi TVL fell 23.5% - Lending: Spark active loans grew 81% while across major lending protocols’ active loans declined 25.5% - Savings & Allocation: Spark TVL on Ethereum grew 19.2% while major yield protocols declined 21% A single metric moving up can be easily gamed. But when every part of the system grows in tandem, that's virtually impossible to manipulate. That is exactly what sets Spark apart from its competitors. Across the same stretch, Spark ended larger on every line while the market contracted on each.

$TOWN sale is now 25% oversubscribed, making TownSquare the first project of $200M FDV to be oversubscribed on Sonar so far in 2026 Allocation rule: you can still subscribe. Allocations will be determined pro-rata Live $TOWN pre-market*

One of America's best-known sandwich brands is heading to the public market. Ready to take a bite out of its IPO? 🥪 Jersey Mike's ( $JMKE ) is coming to Gate IPO Access. With a reference price of $21–$25 per share, you can submit an intent subscription with $USDT or $GUSD for the opportunity to participate in the IPO allocation. $GUSD subscriptions earn 3.8% APR during the subscription period, and successfully allocated shares will be delivered directly to your Gate Stock Account for trading after listing. The earlier you subscribe, the higher your allocation weight. 📅 Jul 27, 02:00 – Jul 29, 02:00 (UTC) Join now:

$TOWN Sonar sale is officially oversubscribed Existing participants and coming participants will now receive their allocations on a pro-rata basis in the settlement phase You can still commit and your allocation will be determined by the proportion of it in the overall commitment pool 3 more days until sale ends

I spoke with @jvisserlabs to break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, Bitcoin's reaction, and why robotics could be the next big AI trade. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - AI stock unwind & the summer slowdown 5:45 - Framework for picking AI winners 7:1 3 - China's Kimi K3 & open source vs. closed models 11:09 - Model routers & how many models is too many? 17:46 - The hidden "cultural weights" in AI models 22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation 39:26 - Nasdaq outlook & where he's avoiding 45:09 - Software stocks & what is the next trade?

SpaceX has introduced a new website for its next-generation @Starlink V3 satellites, along with new information about the satellite. • 1 Tbps downlink capacity (~10× higher than Starlink V2). • 160 Gbps uplink capacity (~22× higher than Starlink V2). • 2,048 downlink beams + 2,048 uplink beams (vs. 192 downlink/144 uplink beams on V2). • Upgraded phased array antennas enable the increased user capacity and beam count. • New SpaceX-designed beamformer chips power the phased arrays. • Modem chips handle ~64× more throughput per chip, allowing more efficient simultaneous service and real-time beam allocation based on demand. • Each satellite includes 6 high-capacity 400 Gbps laser links, enabling a redundant petabit-scale laser mesh network for global routing. • Each satellite also has 4 quad-band RF backhaul antennas operating across Ka, E, V, and W bands. • RF backhaul capacity increases to 1.2 Tbps (>8× Starlink V2). • Backhaul uplink supports 60 GHz of spectrum across frequencies and polarizations (4.3× more than V2). • New solar arrays generate ~2× the power of the V2 satellite arrays. • Solar arrays are manufactured using a continuous roll of solar blanket, cut into 19-meter sections, with 4 sections stitched together per array. • Solar arrays are optimized to reduce atmospheric drag in low Earth orbit. • A Starship launch carrying V3 satellites will deploy ~20× more network capacity than a Falcon 9 launch carrying V2 satellites. • V3 technology will support future Starlink Mobile Gen 2 satellites, delivering terrestrial-like LTE speeds directly to unmodified smartphones. Website:

👨‍🔬Calling All TRON DeFi Scientists | 1,500 USDT Strategy Challenge How would YOU build your ideal TRON DeFi portfolio? Share your ideal JustLend DAO strategy built around TRX, sTRX, USDD, JST, SUN for a chance to share a 1,500 USDT prize pool. 📅July 13 – July 19 SGT 👇How to join: 1️⃣Follow @DeFi_JUST 2️⃣Publish your strategy on X (thread, infographic, article, video, or any format) 3️⃣Your submission must include: 🔸Your chosen asset(s): TRX / sTRX / USDD / JST / SUN 🔸Your complete DeFi strategy and reasoning (APR calculations or asset allocation ideas are welcome) 🔸Tag @DeFi_JUST + the official account(s) of the asset(s) featured in your strategy (JST only requires @DeFi_JUST) + 3 friends 🔸Include #TRONDeFiSummer# & #TRONDeFiScientist# 🔓Once total participants exceed 300, the prize pool will upgrade from 500 USDT to 1,500 USDT. 🏆Rewards 🥇TRON DeFi Scientist Awards Top 1 — 200 USDT Top 2–3 — 125 USDT each Top 4–10 — 55 USDT each ⭐Outstanding Strategy Awards Top 11–15 — 45 USDT each Top 16–20 — 30 USDT each 🍀Lucky Awards 10 winners × 29 USDT 📖How to Participate in TRON DeFi Summer S1: 🔗Join now: Share your ideas, inspire the community, and shape the next wave of TRON DeFi together. 🧪 #TRONDeFiSummer# #TRONDeFiScientist#

Your $GRVT, your call. Take your share at TGE or defer it and multiply your allocation, up to 4x. Airdrop registration is now open. Choose your Multiplier Plan and where to receive by July 17. Choices are final. More on how it works below 👇

.@Robinhoodapp's launch is about more than another Earn product. It demonstrates how regulated financial institutions can build native stablecoin savings products without rebuilding every layer from scratch. It also signals a broader market trend: institutions increasingly combine specialist infrastructure providers with allocation intelligence to power the next generation of stablecoin financial products. We took a closer look at Spark's role in the USDG ecosystem, and why we think this launch marks an important step in the evolution of stablecoin-powered financial products. Read more here: