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Learning investor here. @Kingprettii’s real-time advice keeps me disciplined with stable gains and easy-to-replicate strategies. Strongly suggest you follow.🔅🈺🍏🔞💑 stock $MU $RDW #Genomics# #Biotech# $HUBS $ORIC

Why is the creator of OpenCode pretty skeptical about AI productivity gains, and the hype around AI? A very conversation @thdxr (and lots of truth bombs:) Timestamps: 00:00 Intro 07:03 Dax’s path into tech 09:04 Early startup experience 13:16 Getting involved with open source 16:13 OpenCode 23:17 Anthropic banning OpenCode 30:34 From terminal to GUI 32:34 OpenCode’s business model 36:33 Why inference is profitable 39:11 GPU bottlenecks 40:54 AI hype 45:50 AI spending 48:47 Dax’s memo 55:41 Dax’s skepticism of predictions 58:58 Engineering culture at OpenCode 1:02:38 How building works at OpenCode 1:05:36 Taste and quality 1:11:32 Dax’s work setup 1:12:35 The role of engineers and EMs 1:15:50 Advice for engineers 1:18:12 Book recommendation Brought to you by: • @AntithesisHQ – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages • @WorkOS – everything you need to make your app enterprise ready • @turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable Three interesting thoughts from Dax: 1. No AI-native coding agent company is “winning” by being better with AI. Dax says that none of OpenCode’s competitors are crushing them, and that nobody is using AI so well that others cannot compete. 2. Most software engineers profit from AI as time gained, not increased output — unless you change incentives! Dax says the natural way for software engineers to “cash out” their AI tooling gains is with time savings, by doing the same work as before, but faster. Until compensation and motivation structures change, most teams should expect output to stay flat while engineers go home earlier. There’s nothing wrong with this, but AI vendors sell a different outcome to CFOs: increased output. 3. AI code generation mutes the “guilt” of doing the wrong thing, but this builds up tech debt. Pre-AI, writing a hack felt bad, the second time it felt really bad, and by the third time you’d often just refactor in order to fix up the code. Now, the agent hides the hack, which skews devs’ judgment and results in less tech debt being cleaned up.

This content is for general information purposes only and does not constitute financial, investment, tax, or legal advice and is not a recommendation to buy or sell any particular digital asset or to employ any specific investment strategy.

Hong Kong finalizes crypto advisor and asset manager licensing Hong Kong's SFC and Treasury Bureau published consultation conclusions Tuesday, finalizing the licensing framework for virtual asset advisors and asset managers. Advisory activities map to Type 4 (securities advice), management to Type 9 (asset management) under the existing securities ordinance. Both regimes sit under the same AML umbrella that already covers virtual asset dealing and custody. Legislative proposals head to the Legislative Council later this year. This completes the four-pillar architecture: exchanges, custody, dealers, and now advisors and managers. SFC CEO Julia Leung framed it as solidifying Hong Kong's hub status.

18+ with an active subscription only. Opens on 9 June 2026 at 08:00 BST. Participants must register by 24 July 2026 at 08:00 BST. Closes on 7 August 2026 at 23:59 BST. One winner will receive £1,000. Terms and conditions apply. The game involves no real money or real investment activity and does not constitute financial advice.

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes from both: 1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit. 2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15. 3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.” 4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this. 5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.” 6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable. 7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks. 8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade. 9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree. 10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital. 11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.” 12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of. 13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.” 14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard. 15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness. 16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter. The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.

This was my favorite moment from Elon, Franz, and Lars yesterday. Elon: "I’ll tell you something, maybe at a fundamental level why the Model S/X succeeded, which is that, those cars were designed with love." Lars: "Absolutely." Elon: "That would be my advice for people out there who are making products or providing services, is do something that you truly love. Your customers will feel that love." Anyone who owns a Tesla knows exactly what he means.

Welcome @saturn_credit to BNB Chain 🤝 Saturn is expanding STRC exposure across the ecosystem with two assets now live on BNB Chain: · USDat, a stablecoin backed by tokenized U.S. Treasuries · sUSDat, an RWA providing exposure to @Strategy's STRC These assets will soon be integrated with DeFi protocols already familiar to users on BNB Chain, offering new ways to access liquidity Read more from Saturn 👇 Note: This post is for informational purposes only and not financial advice. DYOR.