Arif hussain Kaisar Morph π² |

2K posts

Arif hussain Kaisar Morph π² |

Arif hussain Kaisar Morph π² |

@Arif30175

"@MorphLayer"

Katılım Aralık 2021
1.2K Takip Edilen112 Takipçiler
Rooha Ali
Rooha Ali@roohaali786·
"A book worth reading is worth buying" My #Qurantine Collection
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SHINOBI
SHINOBI@tokenquest_·
Everyone faded L2 farming.. Meanwhile Upbit quietly entered the game 👀 Meet GIWA an Ethereum Layer 2 backed by @Official_Upbit 🇰🇷 And somehow.. almost nobody on CT is talking about it yet. → OP Stack infrastructure → Public testnet live → Backed by Korea’s biggest exchange → Mainnet getting closer This might become one of those threads people revisit later 😭🧵 How to position early on GIWA 👇 → Visit: giwa.io/home • Add the GIWA network • Explore the ecosystem → Faucet: faucet.giwa.io • Claim testnet tokens → Explorer: sepolia-explorer.giwa.io • Check transactions + activity → Docs: docs.giwa.io • Read ecosystem details Simple interactions for now 👾 but early positioning always matters
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0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
STRATEGY ABOUT TO BUY MORE $BTC
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Airdrop King News
Airdrop King News@AirdropKingNews·
New Airdrop: Immutable Play Reward: $5 in IMX tokens Distribution date: after TGE 🔗Airdrop Link: imx.gg/airdropking - Create your free account - Finish your first quests - Complete onboarding task of the airdrop - The more you play, the more you earn, Weekly prizes go to the most active players
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Crypto Chauhan
Crypto Chauhan@Microtech_Mt·
🐕 @DogeOS just launched its Loyalty Heist campaign 👀 The team behind @MyDoge is building the future app layer for @dogecoin — and this could become one of the biggest ecosystem plays this cycle 🔥 💰 Raised $6.9M 🎁 Rewards confirmed 💸 Participation is FREE Here’s how to farm it 🧵👇 1️⃣ Visit: heist.dogeos.com/loyalty?referr… 2️⃣ Connect your wallet 3️⃣ Link X, Discord & Telegram 4️⃣ Finish all available quests 5️⃣ Stack points before new missions drop weekly ⚡ 📌 Current quiz answers: • Dogecoin • My Doge • Borrow & Lend Asset • Moar • Prediction Market • Predict Outcomes • Token Swapping • Exchanging Tokens • Doge Culture • Dogecoin • Stablecoin • US Dollar • Testnet • Developers • Gaming • Interactive Gaming Experience Early users usually win the biggest 👀 Don’t sleep on the Dogecoin ecosystem this time. More hidden gems & airdrop alpha here 👉 t.me/microtech6
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Major oil and gas CEOs warn the global energy system will change significantly due to the war with Iran.
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Nexira
Nexira@NexiraDAEP·
DOUBLE WHAMMER! 🥊🥊 Today marks a huge milestone for Nexirans & Mavians 💫🚀. 📊 DAEP $NEXI integration is officially LIVE! You can now trade using $NEXI in just a few clicks. 🔹 Seamless Trading 🔹 Direct Integration 🔹 Enhanced Utility 🔗 nexira.ai/ruby-exchange 🏆 The HoM 2026 Global Tournament Official Brackets & Schedules are revealed! 🚨🔥 Registration is now close. See who are up & against in the round of 512. ⚔️ Participants: Please make sure that your Game ID is correct. 👉 nexira.ai/tournament-202… #NexiraDAEP #MaviaGame #HoM2026 #GlobalTournament #Web3Gaming $NEXI #RUBY
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Crypto Bharat
Crypto Bharat@Cryptoxbharat·
🚨 SimpleChain Testnet + Airdrop is LIVE! 🪂 @SimpleChain_RWA is building an RWA-focused Layer 1 for compliant real-world asset tokenization 👀 💰 Raised: $15M 💸 Cost: FREE 🎁 Reward: Confirmed $SRW Airdrop 📊 15% of supply allocated to community --- 🧵 Step-by-Step Guide: 1️⃣ Install Extension ➡️ chromewebstore.google.com/detail/chainbo… 2️⃣ Claim Faucet ➡️ simplechain.com/developer/fauc… 3️⃣ Send GM + Deploy ➡️ onchaingm.com 4️⃣ Stake Your Tokens ➡️ simplechain.com/staking 5️⃣ Get Your Domain ➡️ infinityname.com 6️⃣ Mint Badge ➡️ onchaingm.com/badge-simplech… --- ✅ Join Airdrop Campaign: ➡️ task.simplechain.com/?inviteCode=9v… • Connect NEW ETH wallet • Link socials • Complete tasks • Do daily quests • Done ✅ --- ⚡ Stay active daily = More rewards Early users always win 🚀 📢 More alpha: t.me/cryptobharatof…
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SoSoValue
SoSoValue@SoSoValueCrypto·
🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year. On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20. ⚡️Core Theme: Data Center Takes the Wheel Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs. The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together. Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM. 🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities. More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR. On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality. Q2 Outlook: Above Expectations, Data Center Continues to Accelerate AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth. 📈Bottom Line This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure." The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade. Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.
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