Mag7 are not “losers” from AI, they simply priced in their gains earlier than others. They’re also now fighting flows — eventually this will revert. Matter of time. Not interested here but as memory / mag7 ratio continues to break open there will be a time

Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL. By building their own ecosystem instead of being sucked into another. It's been awhile since $GOOGL, Apple, Microsoft, and others had some genuine disruptors.

Top important DeFi news to pay attention to this week 🧠👇 1. @trepa_io, a financial entertainment app, is going to launch its V3 tomorrow on Solana and exclusively on mobile. 2. @MNX_fi, an AI exchange on @megaeth, is going to launch on mainnet this month. The waitlist is open now. 3. @glider__ is launching Mag7X - the Glider Mag7 ETF with Bitwise on July 29. 4. @token_works is making waves as the hottest onchain plays now, with 7,200 ETH in volume. 72,000+ pulls. Nearly 5,900 NFTs created in the pool with 1,845 ETH backing them. 5. $GRVT @grvt_io TGE is rescheduled to July 30. 6. @bulktrade is expected to launch its mainnet this month. 7. @Stacks's PoX-5 mainnet hardfork, introducing Bitcoin staking mechanism, is targeted for July 29. 8. @jito_sol's FireBAM, the Frankendancer-compatible BAM client, is launching on mainnet this month. Coverage is expanding from Seattle to Hong Kong. What did we miss? Let us know in the comments.

TENCENT $700: AI catalysts last couple days. "Workbuddy" AI agent combined with new HY3 model launch seeing usage growth & news of ex OpenAI researcher becoming new head of "Hunyuan" AI division. Also, obviously a cheap stock and certain parallels w/ MAG7 rotation.