Interesting tidbit (to me): Assuming that Space Exploration Technologies Corp. (ticker: $SPCX) and Tesla, Inc. ($TSLA) merge within the next year or so (just a gut feeling; no inside knowledge on my part), then the combined entity will be (by far) the largest Bitcoin Treasury Company by market cap. And, as of today's holdings, the fifth largest Bitcoin Treasury Company by #bitcoin# on balance sheet. SPCX: 18,712 (bitcoin on balance sheet) TSLA: 11,509 Combined entity total: 30,221 bitcoin Shout-out to @elonmusk for the foresight. 🤝

$VICR Here are a couple tidbits from the last earnings call that I think EVERYONE should pay attention to. These mean a lot more after that recent "Leading AI OEM" license was announced for VPD...that newest license is the first to specifically mention VPD.... these 2 gems on the last call are implying that all new licenses are being negotiated with an understanding to source gen2 VPD from Vicor directly.... You can see the CEO's confidence here talking about the whole industry using their technology. Combine all this with the fact that he turns 80 this month....and holds 20m out of 43m total shares, and is only selling 1m of them between 404 and 800 via this latest 10b5 plan. Founder/CEO at 80 years old still owns over 40% stake in the company and only selling 5% of his shares between 404 and 800. Do you guys see why I pound the table so hard on this one? Paying attention to these nuances can make you filthy rich.

Lovable chose Supabase. Kimi chose TiDB. Both are AI companies, but they are not building the same kind of company. One helps humans generate apps. The other is building an AI system that needs scale. That is why the database choice matters. It shapes what kind of company you can become in the AI era. A great article from @llama_venture

Less than a week to the Alibaba Cloud x TiDB AI Innovation Night - and seats are filling up fast! From agentic AI and AI-ready data infrastructure to real-world deployment strategies and measurable ROI, hear how enterprises are turning AI ambition into business impact. Connect with industry leaders and peers over an evening of conversations, networking, dinner, drinks, and a few surprise elements along the way. Register now: Lumen #AlibabaCloudSG# #AlibabaCloudPartner# #AlibabaCloud# #AI# #DigitalTransformation# #LLM# #Qwen# #Wan# #ContentCreation# #DigitalUpskilling# #CloudComputing# #AInnovation# #TiDB# #LingYang# #AgenticAI# #GenAI#