DSperse is now powering ML workloads on Subnet-2. Slice models → prove parts → scale what used to be impossible. This is what production zkML infrastructure actually looks like.

Back in Oct 2024, SoFi partnered with PrimaryBid to launch DSP2.0, an advanced Directed Share Platform (DSP) that offers a modern and streamlined approach to equity program management for companies looking to raise capital in the U.S. DSPs allow companies to allocate a portion of their share offerings to specific individuals or groups, such as employees or customers. Now today, reports say $SOFI is acquiring most of PrimaryBid’s assets. Looks like the initial partnership was well received. I can't help but think this offering fits well with Big Business Banking or another offering for SoFi Technologies Solutions.

my prediction on the photonics/laser stuff is, there will be more and more SiPho as we add more lanes and need better mux/demux, TFLN is not gonna win for 400G per lane although you hear it a lot, as some folks already made it working on SiPho and the TFLN price and volume won't be even close to beating SiPho. DSP will be dominated by broadcom and then marvell for a long time, but SiPho is just so much easier to design and make, and the Chinese companies will be taping out most of the SiPho chips and making all the way to various engines and modules. Laser moat of the US companies won't last long, it's not that complicated, and more similar to e.g. battery optimization than complex digital circuit design, and Chinese companies already make most of the andriod and lidar vcsel chips, some of them pretty high power and spec. They control most of In and InP production as well. US laser companies will have to and are already building InP fabs in SEA, theres no In or In purification in the US. If I know more chemistry, I would start an ITO recycling company now.

$NOK — Nokia is rebuilding itself around the AI infrastructure cycle — across optical networking, AI silicon, and AI-RAN. Key highlights: — Q1 2026 net sales in optical networking grew 20% YoY. JPMorgan maintained an Overweight rating, pointing to AI and cloud order strength as a potential upside catalyst. — Launched four AI-workload-optimized DSPs at the March OFC conference, expected to lower customer TCO by up to 70%. — Partnering with Nvidia and other chip leaders on the AI-RAN alliance, bringing radio access networks onto AI accelerators. Three structural shifts, one company quietly repositioning. Trade $NOK and 900+ U.S. and Hong Kong equities with stablecoins on StableStock.