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♦️ Donald Trump nominates Jay Clayton to be next national-intelligence director. ♦️ We profile UFC magnate, Dana White. ♦️ The Senate Armed Services Committee votes to officially rename the Pentagon the Department of War. Follow the latest news

We are unifying profile management in Hermes Agent starting today. Now the dashboard allows switching management to any of your agent profiles on the machine. No more running multiple dashboards to manage each profile! Also soon, you will only need one gateway to access all of your agents. This will enable us to progress toward full and true isolated multi-tenant solutions in the future.

eXoZymes (Nasdaq: EXOZ) (@eXoZymes) announced the pricing of a public offering expected to generate approximately $5.3 million in gross proceeds, with funding intended to support development of its NCT program, continued R&D, and general corporate initiatives. For investors following eXoZymes, the announcement is significant because it provides additional capital to advance the company's AI-enabled exozyme platform and its efforts to scale production of high-value molecules for nutraceutical, pharmaceutical, and specialty chemical markets. eXoZymes is focused on using engineered enzymes operating outside living cells to manufacture complex molecules at commercial scale, an approach the company believes can overcome limitations associated with traditional biomanufacturing methods. Read the full announcement: eXoZymes is a B2i Digital (@b2idigital) Featured Company. See the company’s profile at Disclosure: This post is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation to purchase EXOZ or any other security. David Shapiro, CEO of B2i Digital, personally purchased shares of unrestricted EXOZ stock in the open market as part of B2i Digital's practice of investing alongside its Featured Companies. Investors should conduct their own due diligence and consult qualified financial and professional advisors before making any investment decisions.

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!

Profiles in @NousResearch Hermes Desktop Run sessions across profiles at once, switch between them mid-thread, and drag any chat (cross-profile or not) to reference it, set a color tag, idk you do you 🤍

一个中国 crypto trader，在 TikTok 上发了一段 neural network visualization 结果疑似不小心把系统正在 Polymarket 实时交易的画面露出来了 画面里全是蓝色连接线 hidden layers 纵向堆叠 neurons 在屏幕上不断触发 大多数人第一次看时，都忽略了中间一个很小的标签： “Bitcoin XVIII” 他把这条视频包装成一个普通 AI experiment 虚拟水族馆模拟 reinforcement learning “教神经网络学习生存行为。” 这是视频标题 但暂停在 0:16，细节就不对了 Profile： 模型似乎并不是在学习鱼的行为 hidden layer 里的标签，几乎和实时 Bitcoin prediction markets 对上了： price windows directional probabilities volatility ranges 这些信息被直接映射到 neural network 的 nodes 上，而所谓“模拟”还在后台继续运行 然后大家找到了这个 wallet 30 天 profit：$367,385 1,988 predictions 最大单笔 win：$183,000 几乎所有 active positions，都和 Bitcoin range markets 有关 entry price 集中在 94-98¢ 这正是自动化系统最喜欢 farm 的那类低波动 spreads： 赔率很高 空间很小 但可以持续重复 而且不需要人工一直盯着 1 小时内，评论区直接变成 detective board 有人把 TikTok 调到 0.25x 逐帧拼接 neural network 画面 然后把 hidden layer labels 和这个 Polymarket wallet 的 active positions 一一对比 时间点匹配得太精准 观众以为自己在看 AI visualization 但后台看起来更像是一个模型正在实时分类 market conditions，并根据 BTC 短线波动，把交易自动分配到不同 probability buckets 原 TikTok 只有 11,000 views。 但那条曝光 wallet 的 repost，一夜之间超过 600,000 views。 第二天早上，已经有人开始 clone 这个 interface，重建 network layout，并试图弄清楚： 为什么这个账户几乎所有 positions 都集中在 96-99¢，而且投入金额异常高。 最有意思的是： 原作者没有删除任何内容。 Wallet 也仍然 active。 问题是： 这类 Polymarket bot 的 edge，来自预测 BTC，还是来自把实时市场状态映射成可自动执行的概率分组？

Battlefield 6: Stream Snipers Can Now Receive VAC Bans Battlefield 6’s latest anti-cheat update expands enforcement beyond traditional cheating software. Players engaging in the following behaviors may face penalties, including VAC bans on Steam: - Stream sniping - Match manipulation - Win-trading - Team sabotage - Vehicle spawn blocking - Collusion with players on the opposing team - Targeted harassment of streamers and content creators Battlefield 6 uses new machine learning systems to detect these offenses by identifying repeated patterns of disruptive behavior. Enforcement focuses on repeated and intentional behavior patterns rather than isolated incidents. Confirmed offenders can receive both Battlefield-specific punishments and VAC bans visible on their Steam profiles.