something most people might not know: ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd is the only token for Zero, LayerZero (labs and protocol) and Stargate. • Gas • Staking • Every fee from every zone • LayerZero fee switch • Stargate buybacks. All of it routes to one asset. Most L1s(e.g sui:native ) launch a fresh token to capture their own activity. Zero refused. One asset captures it all.

Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4

Taiwanese Media: Vera Rubin to Adopt 800V HVDC, With Small-Volume Shipments Starting in Q3 ctee.com.tw/news/20260615700…

Taiwanese Media: Vera Rubin to Adopt 800V HVDC, With Small-Volume Shipments Starting in Q3 ctee.com.tw/news/20260615700…

$CARDS 10x off the bottom for those who've been paying attention, has doubled in the past month will all relevant metrics still up & to the right good for solana to see another app having breakout success

$NVDA CEO Jensen Huang praised $NBIS at its Inflection event saying it rebuilt its platform for the AI era & scaled “from one data center to gigawatt scale AI factories in just two years. Nebius is positioning itself for the next AI cloud shift by moving from tokenmaxxing to valuemaxxing with infrastructure built where demand actually lives.

JUST IN: Google’s $900 million investment in SpaceX has reportedly grown to $100 billion

Some napkin math on $AAOI: > Management explicitly told you that their mid-2027 target is $471M transceiver revenue - that's $5.65B annualized just from their 100G/400G, 800G and 1.6T lines. > The biggest risk is management doesn't achieve this (it is ultimately a huge ramp, but one they've raised capital for). But if they do, that puts AAOI at roughly 2.4–2.9x P/S at today's market cap. That is stupid cheap compared to larger optical peers: Lumentum trades around 15x FY2027 sales and Coherent around 8x FY2027 sales. > CPO laser also sits on top as a free option (GS already predicts this will reach ~$100B in 2028). > $AAOI (pluggables) will be a big beneficiary if CPO is delayed as Semi Analysis argues in their CPO report. I think $AAOI, while not without risk, presents great risk to reward. NFA - I am long. Full analysis below, including my take on the "risk" that management is unable to succeed in ramping production.

ZRO Updates More ZRO has been bought back and locked up than sold into the market. Institutions and buybacks have taken 19.77% of supply in 18 months, while 63.8% of ZRO unlocked to investors still hasn't moved. $112.7M has gone into ZRO buybacks since September 2025, one of the largest programs in crypto. ZRO is the only asset in the LayerZero ecosystem. All economic value from Zero, LayerZero, and Stargate flows back to it. Every token expresses a view. ZRO's first was that there'd be many chains, no single winner, and value would accrue to whatever connected them. Now LayerZero has moved $267B across 165 chains. The next view is bigger. Money and markets are the two largest waves finance will ever see, and both are already onchain. Zero was built for this moment. Coming this fall.