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 Saturday. As I mentioned last night in Joe’s space, I took my first ever 5%+ position in a public company while I was shooting long guns from 300 yards yesterday. We are preparing a 13G/D filing. It’s a brand new position. I have never spoken about it. Will share more soon.

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 ☀️