Tech Leonardo Davinci retweeted
JUST IN: 🇺🇸 Rule allowing Americans to invest in crypto through their 401(k) retirement plans reaches White House for final review.
Tech Leonardo Davinci retweeted
Texas Governor-elect Gina Hinojosa"
"We've always been a pro-business state in Texas."
"It is not that I hate data centers."
New data center development should be paused until protections are in place & local communities should have a say in whether & how projects move forward
Tech Leonardo Davinci retweeted
Anthropic ($ANT) Pre-IPO Perp is now live on Polymarket Perps
Up to 10x leverage. No market hours. No expiry.
Tech Leonardo Davinci retweeted
🇺🇸 NOW: President Trump says the stock market had one of its worst days in history because of the election results.
“Do not fear, however, we will soon, one way or the other, be BIGGER AND STRONGER THAN EVER BEFORE.”
Tech Leonardo Davinci retweeted
JUST IN: 🇺🇸 $10 trillion Morgan Stanley becomes one of the first major banks to tokenize US stocks and bonds on the blockchain.
Tech Leonardo Davinci retweeted
The Democratic sweep could be more BULLISH for crypto than it looks.
Democratic control of Congress brings tougher oversight, but it also brings lawmakers who support digital assets and blockchain innovation.
245 pro-crypto candidates have been elected so far, according to Stand With Crypto.
Thats 68.2% of midterm winners being pro-crypto.
As Ripple’s Brad Garlinghouse put it: “Pro-crypto members won on both sides of the aisle.”
“New Congress, with the same mission: clear rules, built in America.”
Crypto has also become a major political force. The industry has spent over $170 MILLION on the midterms, largely through Fairshake and its affiliates, making its priorities harder for either party to ignore.
That influence does not mean an easy legislative path.
'Anti-crypto' Elizabeth Warren and Maxine Waters are positioned to lead key committees, with stronger consumer protections, restrictions on illicit finance and scrutiny of Trump-family ventures such as World Liberty Financial likely to take priority.
The resulting investigations could make the industry-backed version of CLARITY impossible to advance.
But there is a constructive possibility after all as tougher negotiations could produce rules with broader political support and stronger safeguards.
For crypto, this is a major opportunity in building a framework that can survive changes in power.
Tech Leonardo Davinci retweeted
CLOUDFLARE $NET EARNINGS GOD CANDLE 🟢
Q3 Adj EPS: $0.38 vs $0.34 est ✅
Q3 Sales: $782.5M vs $738.5M est ✅
🟩 +18% in after-hours
Tech Leonardo Davinci retweeted
JUST IN: 🇺🇸 Hyperliquid files for regulatory approval to bring perps futures trading to US customers.
Tech Leonardo Davinci retweeted
$AMD AMD Q3 FY26:
• Revenue +45% Y/Y to $13.4B ($0.3B beat).
• Operating margin 21% (+7pp Y/Y).
• Non-GAAP EPS $2.09 ($0.15 beat).
• Q4 FY26 rev guide ~$17B ($0.9B beat).
Tech Leonardo Davinci retweeted
Most people are still using AI the wrong way.
They ask it questions.
Elon Musk just pointed at the right way.
Yesterday, Jason Ginsberg wrote: "Treat Grok Bot like a teammate and give @bot an ambitious task you'd normally give to a new hire."
Elon's answer: "This is the way."
Three words. A whole shift in how we work.
Here's what that looks like in real life.
Scott Billows runs a business with a very traditional sales cycle. Deals that take months to cultivate.
He pointed Grok Bot at his company's tools.
It dug through the past. Surfaced old prospects and customers nobody was calling anymore. Handed them to his sales reps.
Two weeks in, a closed deal.
His words: "Without Grok Bot we most likely would not have reached out to this past customer."
Think about that.
Not a faster search. Not a smarter autocomplete. Not a chatbot.
A teammate that found money hiding in plain sight.
Everyone thought AI would be a better answer machine.
It's actually a new kind of colleague.
Elon put it plainly back in October: "assume you are hiring a super competent employee."
Not a tool you open. Someone you hand the job to.
The team keeps adding powers. Product pages. Order tracking. Payments. Team Bots your whole company can share.
Every week the job description gets longer.
Here's the part almost nobody sees yet.
For all of history, having a team was a privilege. Only the rich, the big companies, the well-connected could delegate.
Everyone else did everything alone.
That wall is falling.
A small shop owner. A single parent. A sailor at sea. Anyone can now say: "Here's the mission. Go."
When everyone gets a team, everyone becomes a builder.
And a civilization of builders doesn't stay small for long.
Stop asking AI questions.
Give it a job.
Tech Leonardo Davinci retweeted
$AMD Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $13.40B (Est. $13.09B) 🟢; +45% YoY
🔹 Adj. EPS: $2.09 (Est. $1.95) 🟢; +74% YoY
Q4 Guide:
🔹 Revenue: ~$17B +/- 3% (Est. $16.23B) 🟢
🔹 Non-GAAP Gross Margin: ~55%
Segment Net Revenue:
🔹 Data Center: $8.55B; +97% YoY (Est. $8.27B) 🟢
🔹 Client and Gaming: $3.70B; -8% YoY
🔹 Client: $2.95B; +7% YoY (Est. $3.03B) 🔴
🔹 Gaming: $773M; -40% YoY (Est. $634M) 🟢
🔹 Embedded: $1.11B; +29% YoY (Est. $1.07B) 🟢
Announcements:
🔹 Helios: Anthropic, Meta, Microsoft, OpenAI and Oracle Cloud Infrastructure are running models on first AMD Helios rackscale solutions powered by MI450 GPUs and 6(th) Gen EPYC CPUs
🔹 HPE: Vultr will deploy first AMD Helios by HPE systems in a $12B deal
🔹 Versal AI Core XQRVC1902: space-grade SoC designed for missions lasting up to 15 years
Other Q3 Metrics:
🔹 Non-GAAP Gross Margin: 56%; +200 bps YoY
🔹 Non-GAAP Oper Income: $3.92B (Est. $3.67B) 🟢; +75% YoY
🔹 Adj. EBITDA: $4.16B (Est. $4.02B) 🟢; +71% YoY
🔹 FCF: $554M (Est. $1.05B) 🔴; -64% YoY
Comments:
🔸 “Demand for our Instinct and EPYC products continued to strengthen, and we expect growth to accelerate further in the fourth quarter as we scale Helios and ‘Venice’ production.”
🔸 “Our fourth-quarter outlook reflects accelerating revenue and earnings growth, driven by strong demand across our Data Center portfolio.”
Tech Leonardo Davinci retweeted
APPLE $AAPL Q4’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $114.50B (Est. $113.39B) 🟢; +12% YoY
🔹 EPS: $2.10 (Est. $1.99) 🟢; incl. tariff refund
🔹 Gross Margin: 47.9% (Est. 47.5%) 🟢
🔹 Greater China: $17.54B (Est. $18.55B) 🔴; +21% YoY
Segment Revenue:
🔹 iPhone: $57.58B (Est. $56.48B) 🟢; +17% YoY
🔹 Services: $31.57B (Est. $31.58B) 🟡; +10% YoY
🔹 Products: $82.90B (Est. $81.46B) 🟢; +12% YoY
🔹 Mac: $10.79B (Est. $9.69B) 🟢; +24% YoY
🔹 iPad: $6.23B (Est. $6.83B) 🔴; -10% YoY
🔹 Wearables: $8.30B (Est. $8.99B) 🔴; -8% YoY
Geographic Revenue:
🔹 Americas: $48.68B; +10% YoY
🔹 Europe: $32.01B; +12% YoY
🔹 Greater China: $17.54B; +21% YoY
🔹 Japan: $6.54B; -1% YoY
🔹 Rest of Asia Pacific: $9.71B; +15% YoY
Financials:
🔹 Gross Profit: $54.82B; +13% YoY
🔹 Op Income: $35.63B (Est. $34.52B) 🟢; +10% YoY
🔹 Net Income: $30.71B; +12% YoY
🔹 FY26 Operating Cash Flow: $145.1B
Capital Return:
🔹 Dividend: $0.27/share
Key Updates:
🔹 Tariff refunds: 1 percentage point gross-margin impact; $0.05 EPS impact
🔹 September quarter records: total company revenue, iPhone revenue, and EPS; Services reached an all-time high
Comments:
🔸 “Today, Apple is proud to report a September quarter revenue record of $114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever”
🔸 “We generated $28 billion in operating cash flow during the quarter, allowing us to return $28 billion to shareholders. Thanks to our very high levels of customer satisfaction and loyalty, our installed base of active devices reached a new all-time high across all major product categories and geographic segments.”
Tech Leonardo Davinci retweeted
🇺🇸 HUGE: NYSE owner ICE, which asked U.S. regulators to rein in Hyperliquid, now plans to bring Hyperliquid-based perps to American retail traders with Trade[XYZ].
This comes after X users were pointing out a deleted tweet on the matter.
Tech Leonardo Davinci retweeted
⚡️ TODAY: Elon Musk says super intelligence agents will one day exploit the financial system like the Binance hacker did, “to gain currency for themselves, not a human.”
Tech Leonardo Davinci retweeted
Everyday is Zeroday
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.
Tech Leonardo Davinci retweeted
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
Tech Leonardo Davinci retweeted
JUST IN: 🇺🇸 NYSE owner to bring Hyperliquid $HYPE perpetual futures to regulated US markets.
Tech Leonardo Davinci retweeted
$GOOGL CFO:
“Given the supply constraint environment, we started utilizing third-party compute capacity at the end of Q3, and will ramp usage in Q4.”
“Expect margin headwinds in the near term as we utilize this capacity.”
Expect our CapEx to increase significantly in 2027
