Software companies that reaccelerated revenue growth in Q1 2026 relative to the prior quarter: Shopify: +34% y/y, was +31% Atlassian: +32% y/y, was +23% Datadog: +32% y/y, was +29% Twilio: +20% y/y, was +14% Freshworks: +16% y/y, was +14% HubSpot and ServiceNow also reaccelerated on reported growth, but much of that was FX-driven.

Capcom’s latest fiscal report confirms that PC has been the company’s top sales platform for three straight years. For the fiscal year ended March 31, 2026,: >PC sales reached 32.17 million units, accounting for 58% of total game sales. >Consoles followed with 22.76 million units. >Digital sales made up 93% of the total across all platforms. PC represented 52% of sales in fiscal 2023 and 60% in fiscal 2024. Capcom attributes the shift to strong Steam performance, aggressive discounting of older titles, and day-and-date releases for major franchises like Resident Evil and Monster Hunter. Capcom CEO Kenzo Tsujimoto stated, “I believe that the PC will further establish itself as the world’s leading gaming platform, which will serve to increase the value of the PC market.” Via:

Here’s how the Vanguard S&P 500 ETF $VOO has performed each full year since it first launched in 2010: 2011: +1.90%🟢 2012: +15.99%🟢 2013: +32.39%🟢 2014: +13.56%🟢 2015: +1.33%🟢 2016: +12.17%🟢 2017: +21.77%🟢 2018: –4.50%🔴 2019: +31.37%🟢 2020: +18.32%🟢 2021: +28.79%🟢 2022: –18.17%🔴 2023: +26.32%🟢 2024: +24.98%🟢 2025: +17.82%🟢 2026: +8.57%🟢 (so far)

Solana Is Winning the Trading War @jito_labs co-founder & CEO @buffalu__ joins @gazza_jenks at Consensus to explain why Jito is expanding from @solana infrastructure into consumer trading products with the launch of @jtx_trade. "Most new people coming into crypto are using Solana because it’s fast and cheap." OUTLINE 00:00 - Introduction 00:31 - Why Build on Solana 02:15 - Solana vs Ethereum 03:32 - Builder Challenges 05:38 - Launching JTX 08:12 - The Future of Trading 09:05 - Meme Coins and RWAs 11:27 - FTX and Solana 13:33 - Builder Culture 15:00 - JTX and AI Tools

THE SCHWAB US DIVIDEND ETF $SCHD Here is every stock held by the Schwab US Dividend Equity ETF $SCHD and how much of the fund it represents Texas Instruments $TXN - 6.08% Qualcomm $QCOM - 5.49% UnitedHealth Group $UNH - 5.46% Coca-Cola $KO - 4.12% Chevron $CVX - 4.01% Merck & Co $MRK - 3.77% ConocoPhillips $COP - 3.75% Verizon $VZ - 3.67% PepsiCo $PEP - 3.62% Procter & Gamble $PG - 3.60% Amgen $AMGN - 3.54% Home Depot $HD - 3.29% Altria Group $MO - 3.13% Abbott Laboratories $ABT - 3.00% Bristol Myers Squibb $BMY - 2.97% Lockheed Martin $LMT - 2.71% Accenture $ACN - 2.59% Blackstone $BX - 2.36% Comcast $CMCSA - 2.32% Automatic Data Processing $ADP - 2.16% SLB $SLB - 2.14% EOG Resources $EOG - 1.90% United Parcel Service $UPS - 1.87% ONEOK $OKE - 1.47% Ford Motor $F - 1.46% Target $TGT - 1.43% Devon Energy $DVN - 1.40% Fastenal $FAST - 1.30% Fifth Third Bancorp $FITB - 1.10% Archer Daniels Midland $ADM - 1.01% Kimberly-Clark $KMB - 0.83% Paychex $PAYX - 0.74% Hershey $HSY - 0.73% Ares Management $ARES - 0.68% Cincinnati Financial $CINF - 0.66% Regions Financial $RF - 0.60% Darden Restaurants $DRI - 0.58% T. Rowe Price $TROW - 0.58% Principal Financial Group $PFG - 0.51% Snap-on $SNA - 0.49% General Mills $GIS - 0.45% Broadridge Financial BR - 0.43% East West Bancorp EWBC - 0.43% Watsco WSO - 0.37% APA Corp APA - 0.34% Fidelity National Financial FNF - 0.31% Best Buy BBY - 0.28% HF Sinclair DINO - 0.28% Skyworks Solutions SWKS - 0.26% American Financial Group AFG - 0.24% Old Republic International ORI - 0.23% Booz Allen Hamilton BAH - 0.23% Columbia Banking System COLB - 0.22% Autoliv ALV - 0.21% Nexstar Media Group NXST - 0.14% Erie Indemnity ERIE - 0.14% Murphy Oil MUR - 0.13% Bank OZK OZK - 0.13% MSC Industrial MSM - 0.13% Macy's M - 0.13% Moelis MC - 0.12% Vail Resorts MTN - 0.11% Federated Hermes FHI - 0.11% Korn Ferry KFY - 0.09% Penske Automotive PAG - 0.08% Western Union WU - 0.07% Artisan Partners APAM - 0.07% CVB Financial CVBF - 0.06% Robert Half RHI - 0.06% Banner Corp BANR - 0.06% Cohen & Steers CNS - 0.05% OFG Bancorp OFG - 0.05% National Bank Holdings NBHC - 0.05% City Holding$CHCO - 0.05% Federal Agricultural Mortgage AGM - 0.04% S&T Bancorp STBA - 0.04% Inter Parfums IPAR - 0.04% German American Bancorp GABC - 0.04% Flowers Foods FLO - 0.04% Buckle BKE - 0.04% Lakeland Financial LKFN - 0.04% 1st Source Corp SRCE - 0.03% Clearway Energy CWEN - 0.03% Wendy's WEN - 0.03% Insperity NSP - 0.03% Preferred Bank PFBC - 0.03% CNA Financial CNA - 0.02% Central Pacific Financial CPF - 0.02% Virtus Investment Partners VRTS - 0.02% Hanmi Financial HAFC - 0.02% First Financial Corp THFF - 0.02% Orrstown Financial Services ORRF - 0.02% Independent Bank Corp IBCP - 0.02% Capital City Bank CCBG - 0.02% Amerisafe AMSF - 0.01% Oxford Industries OXM - 0.01% Ennis EBF - 0.01% Ethan Allen Interiors ETD - 0.01%

Why Your AI Prompts Are More Personal Than Your Diary with @BasedAI_co CEO @TeanaTaylor Timestamps 00:00 Intro 01:13 Why Venice Was Founded 02:07 2Mil Users Milestone 03:04 Crypto And AI Converge 04:43 BasedAI Origin Story 06:22 Warden Labs Acquisition 10:46 HireBase Product Launch 13:35 Open Source Model Economics 14:03 70% Enterprises Choose Open Source 15:49 Fine-Tuning For Enterprise Privacy 27:44 AI Prompts Are Your Diary 28:14 Enterprise Agent Infrastructure 31:04 Privacy Was Hard To Sell 32:34 Reformed Banker Background

NEW: Billionaire Wealth Management in the Mega-Liquidity Era How to financially prepare for SpaceX IPO, Cerebras, Anthropic, OpenAI, & more.. With Marc Andreessen & Ben Horowitz's Multi-Family Office Chief Investment Officer, Michel Del Buono (@MDB_CIO) We cover: - How $50M–$1B+ personal portfolios are actually constructed & managed - Pre-liquidity planning - QSBS stacking strategies - Secondary market SPV risks - Trust & estate structuring - BDC liquidity gates - Tax loss harvesting - Real assets & depreciation Plus.. private jets? 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO at @a16z Perennial (01:05) The Billionaire office playbook (02:57) The 35% IRS trap (07:55) Multiply your QSBS benefits (11:48) Biggest Pre-liquidity mistakes (12:32) Why is diversifying a trap? (14:28) SPVs and Secondary traps (17:36) The cap table illusion (19:57) How does SPV carry actually work? (22:53) The SPV operator who fled (24:33) The private credit trap (28:38) Why endowments dump VC? (32:19) Public demand for private tech (35:08) Racing for AI equity (36:20) The data center tax loophole (39:36) The golden visa play (40:35) New York’s wealth tax (45:42) Shield your income with real assets (50:25) The Billionaire spending mindset (53:39) Buying vs Chartering jets (55:31) Dodging NGO scams

Ep. 272: FIRE Monthly Member Webinar - May 2026 Shouting down speakers, UCLA free speech, heckling, AI, doxxing, cancel culture, and more! Featuring @TheFIREorg's @glukianoff, @WillatFIRE, @acglennon, and @NicoPerrino Timestamps: 00:00 Intro 02:40 Get your tickets to Soapbox now! 06:30 Congratulations to Will on 20 years at FIRE 07:31 How is FIRE responding to shouting down speakers? 11:33 Will FIRE include viewpoint diversity in our College Free Speech Rankings? 13:48 What is FIRE’s response to UCLA Law students protesting a DHS speaker? 17:07 NYU’s commencement speaker Jonathan Haidt 21:20 Is walking out on a controversial speaker protected free speech? 23:28 Is FIRE involved in Texas State University professor Tom Alter’s case? 25:50 What is the scholar to attorney ratio at FIRE? 27:47 Has cancel culture on college campuses changed since Trump 2.0? 32:00 What is FIRE’s stance on doxxing? 37:02 FIRE volunteer opportunities 37:33 Can the government regulate AI? 42:01 Is talk therapy speech or medical treatment? (Chiles v. Salazar) 46:02 What are the most pressing threats to online expression? 51:30 Special thanks to the Middlebury College Democrats and Republicans 53:45 What are the most challenging aspects of FIRE’s work with technology and free speech? 57:10 Does accepting government money protect or restrict speech? 1:00:25 Is FIRE a reactive organization and what solutions do we offer? 01:01:41 Outro

$HIMX Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $199.0M (Est. $195M) 🟢 🔹 EPS Per Diluted ADS: $0.046 (Est. $0.03) 🟢 🔹 Gross Margin: 30.4%, at high end of guide (Est. 30%) 🟢 Q2 2026 Guide: 🔹 Revenue: +10.0% to +13.0% QoQ (Est 5%) 🟢 🔹 Gross Margin: Around 32% (Est. 30.8%) 🟢 🔹 EPS Per Diluted ADS: $0.086-$0.103 Segment Performance: 🔹 Large Display Driver Revenue: $24.2M; +11.7% QoQ 🔹 Large Display Driver Revenue Mix: 12.2% of total sales 🔹 Small & Medium Display Driver Revenue: $135.8M; -2.4% QoQ 🔹 Small & Medium Display Driver Revenue Mix: 68.2% of total sales 🔹 Non-Driver Revenue: $39.0M; -7.7% QoQ 🔹 Non-Driver Revenue Mix: 19.6% of total sales Other Metrics: 🔹 Automotive Driver Sales: Declined double digits QoQ in Q1 🔹 Smartphone IC Sales: Increased QoQ, driven by new OLED solutions entering mass production for a leading smartphone brand’s mainstream model 🔹 Tablet IC Sales: Increased QoQ, driven by renewed mainstream demand and shipments for a new premium OLED tablet 🔹 Automotive Tcon: Hundreds of secured design wins across a broad customer base 🔹 WiseEye: Adopted by a leading brand for smart glasses, with mass production expected later this year 🔹 CPO Gen 1: Small quantity shipments expected in 2H26 🔹 CPO Gen 2: Nearing completion of customer product validation for AI data center applications 🔹 FOCI Stake: 5.36%, valued at NT$4.96B / $156M as of May 7 close 🔹 Patents: 2,564 granted, 331 pending as of March 31, 2026 Financials: 🔹 Operating Profit: $10.2M 🔹 After-Tax Profit: $8.0M 🔹 Operating Expenses: $50.3M; -8.4% QoQ, +9.9% YoY 🔹 Operating Margin: 5.1% 🔹 Cash, Cash Equivalents & Other Financial Assets: $287.6M 🔹 Long-Term Unsecured Loans: $27.0M, including $6.0M current portion 🔹 Inventory: $151.7M 🔹 Accounts Receivable: $190.9M 🔹 DSO: 86 days 🔹 CapEx: $2.9M Capital Return: 🔹 Annual Cash Dividend: $0.252 per ADS 🔹 Total Dividend Payout: $44M 🔹 Dividend Payout Ratio: 100% of previous year’s profit 🔹 Dividend Payable Date: July 10, 2026 Commentary: 🔸 “We expect upward momentum through the remainder of 2026, supported by a meaningful number of new automotive projects scheduled to enter mass production in the second half.” 🔸 “The positive outlook is also supported by the anticipated growth in our non-driver IC businesses, particularly Tcon and WiseEye AI.” 🔸 “Despite ongoing macro uncertainty, Himax continues to expand beyond its traditional display IC business, focusing on key growth areas including smart glasses, ultralow power AI and CPO.” 🔸 “These emerging technologies present significant growth opportunities that help diversify our revenue base into areas with attractive gross margin profiles and profitability while also strengthening our overall competitiveness.”

Today on MCG: @InEphTee | Marketing @Collector_Crypt Collector Crypt is the #1# consumer app on @solana right now, on pace for $85M in May revenue with $30M in inventory on-chain BassBuddah breaks down the @ComicBook partnership (40M users), the @Loopscale lending integration that lets you borrow against your Charizard, the @metaplex compressed NFT work, and where the token is headed once regulation catches up 👇 00:02 - Intro 01:40 - The King welcomed back 02:41 - Soft rebrand reveal, new logo 03:23 - @ComicBook partnership 04:30 - The gotcha machine guarantees authenticity and quality 05:08 - The pitch 05:50 - Proving any collectible can be tokenized, not just TCG's 06:51 - "We are 5% loading"...Pokemon is 85% of revenue, One Piece 10%, sports 5% 07:18 - Splitting basketball, baseball, and football into their own gotcha machines 07:50 - Sports cards on a tear 09:35 - @Loopscale partnership announced 11:05 - Borrow 40-75% of your Charizard's value in USDC, pay back, get the card back 13:15 - White-label thesis 15:36 - @Slabzapp fanboy 17:07 - IRL vending machines as the next frontier 18:42 - Brick and mortar storefronts, grading partnerships, event activations on the roadmap 19:10 - Ebay and Gamestop tension 22:48 - $CARDS token primer 27:51 - $42K airdropped to $CARDS holders this month 30:33 - Compliance disclaimer 31:36 - "30 million in inventory" backed by the company, hopeful one day backed by the token 32:33 - DAT strategy 36:53 - Yield idea 37:39 - Marketplace update 39:58 - USDC offers, counteroffers, username profiles, in-app messaging 41:33 - One-of-a-kind escrow 42:06 - Lifetime buyback dashboard 43:02 - Trustless card-for-card trades, zero fee, any category for any category 45:53 - Why TCG projects support each other 48:43 - Why TCG's blew back up 51:39 - Buybacks confirmed as a priority 52:44 - "We are the number one consumer app on Solana right now" 53:50 - Why this is @solana RWA product-market fit 55:00 - LA Collecticon June 12 57:50 - Miami strategy 59:13 - @blknoiz06 connection clarified 1:01:24 - Future livestreams 1:06:29 - Closing analysis 1:08:42 - Takeaways 1:12:54 - Why isn't $CARDS on a CEX yet?