CY

@CryptoGnojek Hi

If you’ve been in crypto over 3 years and are still poor, say hi. 🤭

@Sssebi Money goes where the bull is

Crypto used to be correlated with the stock market for the past 10+ years, they pumped together and dumped together. Meanwhile the stock market is at an absolute ALL TIME HIGH while crypto is at a CYCLE LOW. WTF happened?

@masatoalexander Charles is the problem

listening to some clips this week i learned: 1. cardano is suffering from too many users (talk of forking the chain to get rid of the troublemakers) 2. the problem with cardano is charles didn't have enough influence/control

@rexliu Sold off most of my ada, use some to DCA more into Snek.

Human hearts are scales. Charles went from defending Cardano against outsiders and critics in early days to attacking real community members and justifying his rounds of treasury funds since 2025. Stop wasting time on everything you can't control. Find a happy life elsewhere.

@drini_kasmot @IOHK_Charles @IOGroup Governance is created and celebrated but in the end He can’t handle the truth and hear the community. Just arguing and blocking ppl who disagree with him. Top down approach, calling out the Dreps and community,you all don’t know shit. It’s accountability that we want.

I wish @IOHK_Charles , @IOGroup and the founding entities learn from this. If not, let me explain. Fundamentally, the community and founding entities have a major disconnect: throughout the years, the community has shouldered all the risk of investing in $ADA, while the founding entities have been handed capital. The ask is simple: can we prioritize initiatives while waiting for market conditions to improve? We already saw what happens with indiscriminate spending: $DOT. You handed the keys to the community. Best you listen to those voices instead of slandering and blocking those who offer a different opinion.

@yutazzz Vote No!

チャールズさん、メッセージをありがとうございました。私はいかなる理由があってもIORの提案書は決して再提出されることはないことを確認しました。 私の考えではこの中のいくつかの研究はお金の無駄になる可能性が高いと考えていますが、LeiosやPerasや量子耐性などいくつかは必須です。私は分割されて再提出されることを願って、そのいくつかにYESを、そのいくつかのNOを投票したいと考えていました。 しかし、いかなる理由があってもIORの提案書は決して再提出されることはないことが確認できた今、DRepの現在の選択肢は次の２つで、その他の選択肢の交渉の余地はありません、全てを破壊する選択をできないので、私は投票を変更します。 1. IORの現在の提案書を受け入れる。（ PoUW などCardanoエコシステムから見て、優先度の低いと思う内容があっても） 2. IORの現在の提案書を拒否して、LeiosやPerasや量子耐性の全てを研究を捨てて、スケーラビリティとセキュリティを破壊する。

$NVDA NVIDIA Data Center stays off the charts.

$NVDA NVIDIA Q1 FY27 (April quarter). • Revenue +85% Y/Y to $81.6B ($2.6B beat). • Operating margin 66% (+16pp Y/Y). • Non-GAAP EPS $1.87 ($0.10 beat). Q2 FY27 guidance: • Revenue $91.0B ($3.0B beat).

$NVDA NVDA Q1 2026 EARNINGS: - Revenue reached $81.6B, +85% YoY - Data Center Revenue of $75.2B, +92% YoY - Announced a new $80B share buyback - EPS of $1.87, +135% YoY - Gross Margins of 75%, +14% YoY - Guiding for $92B in revenue for Q2 - Increased dividend from $0.01 per share to $0.25 per share JENSEN HUANG: “The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed. Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

BREAKING: SpaceX has officially filed its S-1 registration statement with the US SEC ahead of its record-setting IPO. Details include: 1. SpaceX intends to list its shares on the Nasdaq under ticker symbol $SPCX 2. SpaceX posted Q1 2026 revenue of $4.69 billion 3. Elon Musk will be CEO, CTO, and Chairman of the Board after the IPO 4. SpaceX holds $15.8 billion in cash as of March 31st 5. SpaceX is seeking to raise a record $80 billion in its IPO with an expected IPO date of June 12th More details to come shortly on this historic IPO.

$NVDA (Nvidia) #earnings are out:

$NU Nubank Q1 FY26: • Customers +14% Y/Y to 135M • Deposits +22% Y/Y to $42.4B • Revenue +53% Y/Y to $5.0B ($0.1B miss) • Net income +56% Y/Y to $0.9B • EPS $0.18 ($0.01 miss).

$BABA Q4'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $35.28B (Est $35.8B) 🔴; +3% YoY 🔹 Adj. EPS: $0.09 (Est ~$0.83) 🔴; -95% YoY 🔹 Cloud Intelligence Revenue: $6.04B; +38% YoY 🔹 Quick Commerce Revenue: $2.90B; +57% YoY 🔹 Free Cash Flow: $(2.51)B Segment Performance: 🔹 China E-Commerce Revenue: $17.72B; +6% YoY 🔹 AIDC Revenue: $5.14B; +6% YoY 🔹 Cloud Intelligence Adj. EBITA: $550M; +57% YoY 🔹 AIDC Adj. EBITA Loss: $(20)M, narrowed from $(518M) last year Other Metrics: 🔹 AI-Related Cloud Product Revenue: $1.30B, triple-digit YoY growth for 11th straight quarter 🔹 Cloud External Customer Revenue: +40% YoY 🔹 88VIP Members: 62M+, up double digits YoY 🔹 Cash & Other Liquid Investments: $75.50B Capital Return: 🔹 Annual Dividend: $1.05/ADS 🔹 Aggregate Dividend: ~$2.5B Commentary: 🔸 “Alibaba’s full-stack AI investments have progressed from incubation to commercialization at scale.” 🔸 “Cloud Intelligence Group’s external revenue growth accelerated to 40%, with AI-related products accounting for 30% of this revenue.” 🔸 “We are confident in our business outlook and will continue to invest in AI + Cloud to strengthen our competitive advantages.”

$BABA (Alibaba) #earnings are out:

@rioferdy5 Should have been a goal

The drama… everyone holding everyone! 😱

Elon Musk is using the OpenAI trial to execute the biggest personal wealth transfer in history. His plan is absolutely genius, let me break it down: The trial verdict drops May 21. The SpaceX IPO roadshow starts June 8. That's 18 days apart. And once you see the full picture, you realize the lawsuit was NEVER about saving a charity... SpaceX filed confidentially with the SEC on April 1 for the largest IPO in the history of capital markets. $1.75 trillion valuation. That shatters Saudi Aramco's record by 3x. Elon holds 42% economic ownership, which at that price makes his SpaceX stake ALONE worth over $700 billion. But that's not even the important part. In February, Musk merged xAI into SpaceX. His entire AI company is now bundled inside the IPO vehicle. So when investors buy SpaceX stock in June, they're also buying into Elon's AI bet at a $250 billion embedded valuation. Now look at what he's doing in the courtroom 30 miles away: Elon is suing to remove Sam Altman and Greg Brockman from OpenAI, unwind the for-profit conversion, and destabilize the company right before it tries to IPO at $850 billion. If the judge rules against OpenAI on May 21, their IPO timeline implodes, Microsoft's $135 billion exposure is destroyed, and investor confidence craters. And where does that money flow? Directly into SpaceX, which starts its roadshow 18 days later with a clean narrative, no legal drama, and the only major AI company going public that ISN'T facing an existential lawsuit. Elon even restructured his damages claim to make this bulletproof: He told the court that if he wins $134 billion, he wants ZERO dollars paid to him personally. Everything goes back to OpenAI's nonprofit foundation. That makes it impossible for OpenAI's lawyers to argue he's doing this for money. Because the money isn't coming from the verdict - it's coming from the IPO. Destroy your biggest AI competitor's IPO prospects in court. Absorb the investor demand 18 days later with your own IPO. Become a trillionaire in the process. Elon even texted Brockman two days before the trial started: "By the end of this week, you and Sam will be the most hated men in America. If you insist, so it will be." This is a PR campaign designed to poison public sentiment against OpenAI right before both companies compete for the same pool of IPO investors. So while everyone debates whether Altman stole a charity, nobody is looking at the calendar: May 21: Trial verdict June 8: SpaceX roadshow June 2026: Largest IPO in history Elon doesn't need to win the trial. He just needs to create enough chaos around OpenAI that investors see SpaceX as the safer bet. And right now, that plan is working. But there's ONE more move after the IPO that makes his plan complete: Elon's 2025 Tesla pay package gave him 423 million shares tied to performance targets that could take a decade to hit. - Robotaxis at scale - Optimus mass production - $400 billion in EBITDA Stuff that might never happen. Except there's a clause in the SEC filing that makes all of that irrelevant: If Tesla gets acquired, every single milestone disappears and all 423 million shares vest on the spot. ONE transaction and the entire award unlocks instantly. Now ask yourself what happens if a $1.75 trillion SpaceX buys Tesla after the IPO... Elon gets the SpaceX stake, the IPO capital, and every Tesla share vesting at once through a deal he controls on both sides. So the full plan is: Destabilize OpenAI in court, run the biggest IPO in history, use SpaceX to acquire Tesla, trigger the clause, vest everything, and become a trillionaire. Do you think that plan will work out?

Palantir $PLTR 1Q26 Earnings - Rev $1.6b +85% ⤴️🟢 - GP $1.4b +99% ⤴️🟢 margin 86.8% +635 bps ✅ - Adj EBITDA $990m +149% ⤴️🟢 margin 60.7% +1570 bps ✅ - NG EBIT $984m +152% ⤴️🟢 margin 60.2% +1604 bps ✅ - EBIT $754m +328% ⤴️🟢 margin 46.2% +2627 bps ✅ - NG Net Inc $856m +156% ⤴️🟢 margin 52.5% +1462 bps ✅ - Net Inc $876m +303% ⤴️🟢 margin 53.7% +2905 bps ✅ - OCF $899m +190% ⤴️🟢 margin 55.1% +1997 bps ✅ - FCF $892m +193% ⤴️🟢 margin 54.6% +2022 bps ✅ Revenue by Segment - US Rev $1.3b +104% ⤴️🟢🚀 - Int Rev $350m +37% ↗️🟢 - Comm Rev $774m +95% ⤴️🟢🚀 - Govt Rev $858m +76% ⤴️🟢 - US Comm Rev $595m +133% ⤴️🟢🚀 - US Govt Rev $687m +84% ⤴️🟢 - Int Comm Rev $179m +26% ↗️🟢 - Int Govt Rev $171m +50% ↗️🟢 Customer Count by Segment - US Comm Cust 615 +42% ↗️🟢 - Int Comm Cust 217 +14% ↗️🟡 - Comm Cust 832 +34% ↗️🟢 - Govt Cust 175 +19% ↗️🟢 - Cust Count 1,007 +31% ↗️🟢 Biz Metrics - Deals closed 206 >$1m, 75 >$5m, 47 >$10m - Rule of 145 (up from 127%, 85% Rev Growth + 60% Adj EBIT Margin) - US Comm Remaining Deal Value $4.92b +112% ↗️🟢 - US Comm Total Contract Value $1.2b +45%↗️🟢 - Total Contract Value $2.41b +61%↗️🟢 - Avg TTM Top 20 Rev per Cust $108m +55% ↗️🟢 - Avg Rev per Cust $1621m +41% ↗️🟢 - Avg Comm Rev per Cust $1m +46% ↗️🟢 - Avg US Comm Rev per Cust $3m +96% ⤴️🟢 - RPO $4.5b +134% ⤴️🟢 - ST RPO $1.8b +94% ⤴️🟢 - LT RPO $2.7b +170% ⤴️🟢 - Billings $1.8b +94% ⤴️🟢 - Net Retention 150% ↗️🟢 (from up 139%) - Strategics Rev $3m (0.2% revenue) Mgmt Guide - 2Q26 Rev $1.8b +80% ⤴️🟢 - 2Q26 EBIT $1.1b +130% ⤴️🟢 margin 59.2% +1298 bps ✅ - FY26 Rev $7.7b +71% ⤴️🟢 (raised from $7.2b) - FY26 NG EBIT $4.5b +98% ⤴️🟢 margin 58.1% +774 bps ✅ (raised from $4.1b) - FY26 Adj FCF $4.4b +94% ⤴️🟢 margin 57.4% +670 bps ✅ (raised from $4.1b) - FY26 US Comm Rev $3.2b +120% ⤴️🟢 (raised from $3.144b) 1 | Strong Q1 driven by US Commercial and US Government, raising FY26 guide. Our U.S. business achieved triple-digit growth for the first time, driven by accelerating demand for our AI platform. Revenue in our U.S. business grew 104% YoY and 19% QoQ in the first quarter. Our U.S. commercial business grew 133% YoY and 18% QoQ, and our U.S. government business grew 84% YoY and 21% QoQ. On the back of this continued strength in the U.S., we are raising our full year 2026 revenue guidance midpoint to $7.656 billion, representing 71% growth YoY a 10-point increase over our full year 2026 revenue guidance from last quarter and our largest ever full year revenue guidance raise. Turning to our global top line results. First quarter revenue grew 85% YoY and 16% QoQ to $1.633 billion. First quarter U.S. revenue grew 104% YoY and 19% QoQ to $1.282 billion. 2 | One US commercial customer turned US government customer, excluding it, US commercial revenue would have grew +143% instead of 133%. First quarter U.S. commercial revenue grew 133% YoY and 18% QoQ to $595 million. This exceptional growth even understates our US commercial momentum. As Ryan noted, we had a successful U.S. commercial customer program turns us into a U.S. government customer. Absent this transition, U.S. commercial growth would have been 143% YoY and 22% QoQ. 3 | Driven by AIP, pushing it to a Rule of 145, up from 127, AIP is the AI platform. Our Rule of 40 score climbed at 145, up from 127 last quarter on absolute AIP dominance. AIP is the only platform that establishes a true AI no-stop zone, a necessary requisite to converting potential AI leverage into compounding real-world value without risking enterprise disaster. When you want AI to work in production in a real enterprise at real scale, where there is no room for slop, there is only one platform, AIP. It is not just the playbook of cutting costs and streamlining processes. AIP is the battle-tested platform that allows the wholesale redefinition of how companies compete within their industries. 4 | Commercial customers like AIG and GE Aerospace are deploying Palantir powerfully with precision. As the AIG CEO noted in their recent earnings call, they are deploying AIP to implement a multi-agentic underwriting and claims solution comprised of purpose-built agents ingesting submissions, evaluating risk, benchmarking pricing and detecting fraud, all coordinated through the Ontology. on the back of a 26% increase in engine production with AIP, GE Aerospace deepened their partnership with Palantir last quarter to deploy agentic AI-powered solutions across their production system and military aviation supply chain with a shared mission of ensuring that more aircraft remain available to train America's next generation of U.S. Air Force pilots. I'll just say what we're seeing across our customers, and this is what's driving the U.S. generally is those that understand the load-bearing context in order to apply AI in that context, you need to be able to deploy it with precision without slop. 5 | Palantir won a $300m deal from the USDA. On the Civil side, the USDA awarded Palantir a contract of up to $300 million last month to provide USDA with capabilities to support American farmers, secure farmland, enhance supply chain resilience and shield agricultural programs from fraud, abuse and foreign adversary influence. In government and commercial, Palantir is transforming how load-bearing institutions operate and how they win 6 | Palantir will always position and prioritise the US and its national security first. So the reality of how Palantir works is we always -- we position and prioritize the U.S. war fighters over everything else…And so in the current context, we take opportunities that look the same from a business perspective. And we 100% prioritize this nation security over any other variable…is, I tell commercial clients is all the time. We are highly monogamous in our in the way we work. We are not trying to make you into a commodity. The only thing we will put above you is U.S. national security. 7 | Seeing Jevons Paradox with tokens, as token costs continue to fall, use case demand for tokens is exploding, tokens are the new coal, AIP is the train. while LLM are improving, models are converging and the cost per token continues to drop precipitously. GPT4 equivalent performance that cost $20 per million tokens in early 2023 is now approximately 1,000x cheaper 3 years later. Because of this increased efficiency, use case demand for tokens is exploding. Our AIP workflows today utilize vastly more tokens, agents orchestrating across the ontology, chaining reasoning, pool use, retrievable and execution, and it's growing. This is Jevons paradox. It's the single most important dynamic in enterprise software right now. When the Victorians built more efficient steam engines, everyone assumed coal consumption would fall. Instead, it's skyrocketed. Cheaper transport meant more demand for transport. Tokens are the new coal. AIP is the train. 8 | Yet cheaper tokens also means more AI slop, ontology is what anchors solid orchestration and execution, replacing static workflows and replacing legacy software. As inference gets cheaper, the number of tasks that you can economically assign to AI grows exponentially. Precisely because tokens are so much cheaper [indiscernible] self-correct. But in practice, the number of tasks that you can trust a model without the right harness exponentially declines. More tokens means more slop. In the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the depth of legacy software. AIP replaces static workflows, not by replicating the playbook, but by eliminating the need for one. 9 | Customers are replacing legacy software with AI-first solutions built on Palantir. This quarter, we replaced our old expensive CRM with an AI-first solution built on AIP in a few months that users absolutely love. Our customers are seeing the real value is not automating what you already do. It's doing what was previously impossible. A major telco set out to automate 10 million customer calls a year. The real insight was that the most dissatisfied customers never call. They churn silently. The reframe was counterintuitive. Don't use AI to reduce coals use it to generate that, an AI advocate that proactively calls on every customer's behalf. The point is simple, use AI to do more work, work that was never economically feasible before AIP. 10 | AI is a headwind for legacy software but a tailwind for Palantir as it is counter positioned against AI slop, focused on enterprise autonomy, not dazzling demos, with valuable applications and agents. Well, it's a massive tailwind for us because we've always been counter positioned against this sort of legacy thin software that kind of was built by and execute a playbook that's built around rent extraction and no outcome delivery. We, on the other hand, have been focused entirely on building software that's focused on alpha and not beta. We're not trying to make you the same as every other person. So that part is probably obvious, that counter positioning. But the other counter positioning is against AI slop. We are focused on enterprise autonomy, not on dazzling demos, have in the oncology, the no slop zone. The ontology is the body to the AI brains. You can't actually interact with the enterprise or affect the world, your agents can go nowhere without oncology. And you're seeing that with our customers in government, we are the platform that you build applications and agents on. In the commercial world, people are replacing legacy software at a light and fast pace, as I mentioned in my remarks. And we see that even internally at Palantir we're gotten rid of legacy software like CRM, built it very quickly on top of our platform to a user experience that our users love. 11 | Net dollar retention rose to 150% from 139%, and because it does not include revenue from new or recently acquired customers, expect it to continue to rise. Net dollar retention was 150%, an increase of 1,100bps from last quarter. The increase was driven both by expansions at existing customers and new customers acquired in Q1 of last year as load-bearing institutions continue to turn to Palantir's battle-tested AI platform. As net dollar retention does not include revenue from new customers or acquired in the past 12 months, it has not yet fully captured the acceleration and velocity in our U.S. business over the past year. 12 | Palantir is delivering rapid sales growth with much lesser salespeople. They buy our product despite the fact we have 70 salespeople, a normal company of our size would have 7,000. Only 7 of our salespeople actually even really sell we're doing what a normal company would do with 7,000 sales with 7 people. When in fact, what actually does work is a platform built like by a motley crew of highly technical people, who over 20 years have been aligned for being right about the nature of having to build foundry, the nature of having to build Apollo, the nature of an FDA and [indiscernible]. The demand for this is once in a lifetime and that demand is actually driving these financials, meaning growing 100% goal for the year. 13 | Palantir is not winning deals by entertaining with inferior products by with high-value infrastructure solutions. Now I do think this is going to be -- we're going to end up with a different term for software. You can't lump what we're doing. We're really providing infrastructure and installation of AI infrastructure. Look, if your company is largely running around and offering steak dinners with something that someone can hack and rebuild in a week, yes, you're going to have a huge problem [indiscernible] that don't make sense. They're under huge pressure. 14 | Race for top talent is competitive, working at Palantir is high pressured but best for people who want to do things differently, Alex Karp is focused on hiring more neurodivergent people who want to do valuable work. Well, the talent question is the Palantir's famous for having the best talent over a very long period of time. Look, it's a super competitive environment. The -- I think most -- the whole world wants to either work at Palantir or a lab. The advantage that we have at Palantir is if you come to Palantir, you learn how to build something that is truly unique. And quite frankly, if you want a leap bounty, you can have any job in the world. And so I think that talent race is going to continue. The thing about being a Palantir is it's a very high pressure, very unique environment where we need people who are willing to do things that are different than anyone else and where although we're 9/10 of the world loves us…I am now personally sitting across recruiting. I'm particularly interested in neuro divergent people of all kind, people who are neurodivergent enough that they get up and come to this country and do important valuable work. 15 | Palantir is winning by being different, with FDEs, ontology, delivering actual results. But the unique way in which this company is being run, the unique way in which is the way we built the products, the unique way in which we're willing to be [ non-met ] when the whole world said software had to be worthless, we build platforms that work. When the whole world said you could not extend it with FDEs, we went and build FDEs. When the whole world is saying AI swap without an ontology that allows you to put true statements and truth into the ontology and therefore, produce actual results we stuck to our guns. ➡️ Key Takeaways for Palantir $PLTR: Top dog in valuable data integration and analytics with a strong moat of data relationship/context with ontology, providing immensely high customer LTV and being able to capture some of it in return. Extremely durable and secular growth with business critical workloads. Strong US commercial growth continues to reaccelerate and with US government growth driving rapidly inflecting profitability. Continued strong traction with AIP Boot Camps bringing continued strong actionable customer use cases and value that is reflected in its rapid strong growth and improving profitability.

$PLTR earnings snapshot — yet another strong quarter:

$PLTR ABSOLUTELY DESTROYED THEIR EARNINGS • Revenue $1.63B vs Est. $1.54B • EPS $0.33 vs Est. $0.24 • US Commercial: $595M (+130% YoY) FY26 Guidance • Revenue $7.64B vs Est. $7.28B (+71% YoY)

$AMZN earnings snapshot: