ASIC Warp-Up 📈Stock Picks: maintains a positive view on MRVL, MTK, and Intel following recent earnings, supply chain checks and our recent notes. 👊Nvidia vs. ASIC: Nvidia's CoWoS share at TSM will remain stable in 2027; Nvidia Vera Rubin outperforms competitors in performance/TCO/supply chain. * TPU Dynamics: On June 14 report, we lowered Broadcom's Sunfish volume for 2026/27 due to packaging re-design and set 460k CoWoS (ASIC) in 2027; MTK Humufish (which leads in N2 vs Whalefish) potential launch in 4Q27 suggesting the window for Broadcom’s CoWoS back to TPU could be only in 1H26. Expect Humufish tape-out in around Nov-2026 with a not too high passing rate. * Google Custom Silicon: MRVL expects meaningful contributions from Google CXL and DPU (~$3bn each by 2028), with an MPU start on TSMC N2 yielding $3bn+ in CY28 revenue. * AWS Trainium: Reit MRVL T3 of $1bn/$2bn in CY26/27 and likely >$3bn from T4 in CY28 with a much higher ASP and better NPO scale-up. * Intel Backend Packaging: Reit Intel's FY27/FY28 back-end revenue forecast of $1.1bn/$7bn, supported by AWS T3 EMIB-T and Google Humufish/Triggerfish volumes through 2H27-2028. We expect more wins for U.S. fabless including MSFT, QCOM, MRVL, with products across ASIC, CPU and CPO. ABF substrate to greatly benefit from EMIB. #NVDA# #ASIC# #MRVL# #Mediatek# #SMTC# #INTC# #ABF#

WOLFSPEED $WOLF Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $149.6M (Est. $224M) 🔴 🔹 Adj. EPS: -$2.26 (Est. -$2.45) 🟢 🔹 Gross Margin: -25% 🔹 Free Cash Flow: -$60.9M (Est. -$108M) 🟢 Q1 Guide: 🔹 Revenue: $140M-$160M (Est. $150M) 🟡 🔹 Non-GAAP Gross Margin: Negative 🔹 Non-GAAP OpEx: $62M-$66M Segment Net Revenue: 🔹 Power Products: $106.3M 🔹 Materials Products: $43.3M Other Q4 Metrics: 🔹 Net Loss: -$145.4M 🔹 Operating Loss: -$115.4M 🔹 Adjusted EBITDA: -$62.4M 🔹 AI Data Center Revenue Growth: +20% QoQ 🔹 Cash & Investments: $1.1B Key Updates: 🔹 Launched: Fifth-generation SiC MOSFET 🔹 Board Appointment: Andy Mattes Comments: 🔸 “strong growth in AI data center applications and the launch of our fifth-generation SiC MOSFET” 🔸 “During the fourth quarter, our capital structure further improved as holders of $46 million of our convertible notes exercised a voluntary conversion of their debt to equity”

FIFA World Cup 2026™ ⚽️ is coming — and we're making sure the conversation stays open, exciting, and safe for fans everywhere. At X, we act fast on abuse, targeted harassment, violent threats, doxxing, hateful conduct, scams, etc. while protecting freedom of speech. Here's how we’re preparing for the biggest football event on the planet! Rapid Enforcement, with Player & Fan Protection: - 24/7 proactive detection. - Easy in-app reporting: Tap the ⋯ Menu > Report > Hate, Abuse or Harassment (or any other policy violation). - Our Safety team has directed resources toward immediate response for high-priority categories of potentially violative content. Top tip: use muting, blocking, and personalized safety settings to control your user experience. Community Notes: Our crowd-sourced tool has already proven effective during major events, adding context to misleading claims, rumors, and viral moments in real time. Users like you power it! Football unites us – so let's keep the global conversation vibrant. Report violations, use Community Notes, and enjoy the matches responsibly. Check our Help Center for more information:

Our latest patch notes arrive on July 10th alongside the release of Season 9 of Marvel Rivals! 📜 Check out all the latest changes, tweaks, and fixes arriving now: Keep the battlefield ignited, Rivals. A new dawn of Marvel Rivals approaches. *Maintenance will begin on July 10th, 9 AM UTC, and is expected to take approximately 2 hours. *Please note that servers will be offline during this period, and the game will be inaccessible. *Server return times may vary based on progress. Stay tuned for updates as we'll announce when they're back up on all social platforms!

X is committed to protecting the real-time global public conversation and safeguarding the platform for all of our users. As part of our crisis response protocol, we are taking additional measures to enforce our X Rules and policies and take action as fast as possible. As a reminder, abuse, harassment, hate, and threats of violence have no place on X. If you find posts or accounts that you believe violate X Rules, report them in the app. Our Safety team will review and take any necessary action, including removing content or suspending accounts. X’s Community Notes complement our Safety team during these critical moments by enabling contributors worldwide to add evidence-based context quickly to potentially misleading posts, helping to combat misinformation in real time, ensuring accountability, and building trust for all our users. For more information on our X Rules, policies, and range of enforcement options, please refer to our help pages.

Grab your favorite pumpkin-spiced beverage and sit down with August’s product releases, which gave your agents more intelligence: 🔎 TRM MCP connects your agents to TRM Wallet Screening results and new behavioral alerts 🌜 New dark mode theme makes investigations easy on the eyes 🤖 New editable, court-ready reports from Co-Case Agent™ 🎓 New AI Fundamentals course in TRM Academy 💵 A cross-chain swap service with almost no public footprint was newly attributed Read our full release notes 👉

New research notes out in CS Atlas on our takes from the CPO Summit at AI infra summit and some conversations we had on 800 VDC transition and timing.

Notes:* All rewards will be distributed within 10 days after the campaign ends. and daily random reward will be updated everyday on our official site BLOG section pined announcement.