Happy to announce that SemiAnalysis AgentX has been integrated into ModelScope, an eval framework widely used in China. We are incredibly excited that AgentX has become an industry standard & has been adopted globally, including OpenAI, Meta, Inferact, RadixArk, MiniMax, Alibaba Qwen, Moonshot, ZipHu GLM, Oracle, etc.

Happy Friday! Had a great week with $HPE, got this locked on cruise control while everyone else is riding bumpy! Also got a few new plays that seem to be worth chancing or starting positions. Will bring those out next week. Also the old school plays have been awesome. Most of my $HOOD capital is locked into $HPE, but I took a dip into $META last week before the hype. See you at $1200 $META, easy 2x on $10k. Follow button is at the top if you want to build wealth and chill ☀️

Happy Chuseok! 🌕🇰🇷 Today is about family, gratitude, good food, and celebrating Korea. And since we’re talking Korea… Koreans have seriously fallen in love with Tesla. In 2025, Tesla sold roughly 59,900 EVs in Korea - about 27% of the entire Korean EV market, putting Tesla right behind Kia. The Model Y alone did around 50,400 deliveries, making it the #1# imported vehicle in Korea. And among Korean buyers in their 30s, nearly 4 out of every 10 imported cars purchased were Teslas. Then in 2026, in the first half of the year, Tesla represented roughly 30% of ALL imported vehicle sales in Korea. That’s pretty crazy… nearly 1 out of every 3 imported cars sold in Korea was a Tesla. Korea loves Tesla. Happy Chuseok to everyone celebrating around the world… 즐거운 추석 보내세요!