Finished Foundry Fundamentals on @CyfrinUpdraft ✅ From writing contracts → to testing → to deployment scripts. Learning how to think in terms of workflow, not just syntax. Solid foundations before moving deeper into security.

Great example of what Foundry enables: durable, stateful agents that run across time boundaries, orchestrate tools and models, and close the loop with evaluation and improvement over long-running workflows. @jeffhollan

guess who’s a part of this year’s #Foundry2022# for @youtubemusic?! i cant believe it but im soso thankful - can’t wait to show you alll the new music and new visuals ❤️

Back from a short break — straight back to building. Finished more lessons on @CyfrinUpdraft Foundry fundamentals + testing mindset. Discipline > motivation. Keep shipping.

🏗️ Intel clears 2000 peak on AI rebuild story Lows in April ’25 gave way to a foundry-driven rebuild, backed by U.S. support and $NVDA. Growth has shifted to Data Center & AI, and the latest beat pushed $INTC past its dot-com highs.

Today, $FOTO launches on @CBOE. The Tuttle Capital Photonics ETF. Learn more: Lasers. Optical transceivers. Silicon photonics. Specialty wafers. Foundry capacity. The highway between the chips is moving from copper to light. Distributor: Foreside Fund Services

I genuinely think $XFAB is very compelling at $1.5B MC, despite recent volatility. Per NIST filings stated they were the only high volume SiC foundry in America. Making them extremely “critical infrastructure”… Verbatim from the US Gov. And they’re the first comprehensive pure play foundry for SiC/GaN. So it’s very compelling exposure as $NVDA pushes 800 VDC and as other power semi players from $NVTS and $WOLF are all re-rating hard. For long term photonics exposure: They were literally listed in CHIPS Act 2 blueprints… with $NOK / $NVDA evaluations right now. And production ramp up in 2027/volume production H1 2028 expected. So you have a company at $1.5B MC: Critical both on the power semis front to the US government. And critical to both photonics front to the EU government. Coming off of a legacy drag cycle with auto and others (similar to Soitec). I think I’d follow EU/US government signals for what’s critical infrastructure given expected dual continent subsidies… Over random media analysts trying to cause unnecessary volatility saying it’s a memestock with no fundamentals.

👀 #SMIC# saw smartphone-related revenue share fall to 18.9% in Q1, down from 24.2% a year earlier and the lowest since 2021. Are memory headwinds hitting China’s top foundry? 💡More: 🔗

Most teams can pick frontier models. Fewer can run them at production scale without hitting constraints in latency, throughput, and governance. Fireworks AI on @Azure AI Foundry provides the inference layer for that environment. Learn more: