Jason

$SERV $21M mcap +54% on the week every tech CEO is selling "AI agents" in 2026 — OpenAI, NVIDIA, ServiceNow, Accenture, all chasing the same meta how many crypto-native, liquid, shipping multi-agent platforms exist at sub-$25M? just one @openservai you're not too late

@chefbrigetterj Where, when and how to order pls chef?

Two different worlds within two weeks of each other 🫠 Get you a Chef that can do both 😏 First up, CHEAT NIGHT 🚨 1. Curry Goat Springrolls w/ Mango Chutney 2. Miso Scotch Bonnet Honey Glazed Chicken, Kewpie Slaw, Homemade Pickles on soft Kaiser Bun 3. Mac n Cheese, Jamaican Oxtail, Escovitch Veggies, Arugula, Crispy fried Onions 4. Beef Meatballs, sticky tamarind bbq glaze, coconut roast pepper aioli, pickled cucumber slaw, crispy shallots

@ShardiB2 Wait… you sleep?

Booooooom Going back to sleep for a bit 💚😀 $MU

@ZssBecker Finally! Alt season can now begin! Good to have you back boss

Okay. I'm ready to talk about this. It was the worst month of my life. Also ironically the greatest blessing god has ever given me. Last month I was held in the Cayman Islands facing 15 years in prison. The charge: illegal firearm importation. Here's what happened. More importantly what I learned. Short answer: no. I haven't been smuggling guns. In the States I legally carry a gun on me at almost all times for self defense. Part of this is ensuring I am trained. Hence why I routinely go to the range to shoot. When I do I pack the firearm I intend to use in in a backpack. Last month I was in a giant rush to make a private flight and didn't fully check my backpack before leaving. In it was a small firearm I missed. It was discovered when I went through immigration. At first I assumed I'd just be sent home. Then my wife did some quick research. She pointed out the minimum sentence for importing a gun is 15 years. The police who showed up confirmed it. To say I nearly pissed my pants is an understatement. This was completely my fault. I'm an idiot. The point of this post isn't to blame or complain about anything. The laws there are fair. I'm a grown man capable of checking his bag before flying. The point is: for three weeks on the island (on bail), I got to take a long hard look at my life. I've built a high net worth and a company I love, with people I love working with. I have a beautiful wife who is my best friend. I do whatever I want all day every day. My parents are alive and I get to see them almost every week. Still, despite all this, I often wake up annoyed I haven't done enough with my life. Asking myself "is this it?" In fact I'm pissed half the time, feeling I can do better. Which is ironic. I made $20,000 a year in the military. If you'd told me then I'd achieve a 9 figure net worth and all the above, I would've assumed I'd consider my life a dream. The twist truly hit me on the island as I watched everything I worked hard for in my life held at "gunpoint". Pun intended. Everything I worked so hard to get — poof. Didn't matter for shit. The way the law works there are simple : if you can't prove it was an accident, the minimum is 15 years. It became glaringly obvious. Not only was I an absolute idiot who couldn't pack his own bag. I'd also become a fool who couldn't enjoy the blessings I already had. I'd taken all the people in my life and the success totally for granted. Blind. Blind. Blind. Nothing like a 20-year potential sentence to make you realize: waking up with fun stuff to work on, then chilling on the couch reading with your wife at the end of the day — that's about as good as it gets. I should be euphoric 24/7. To go from having it all, to potentially not even having the option to piss and shit when you want — that's a wake up call if there ever was one. Luckily, the Caymans is a fair place. I was found under exceptional circumstances during my trial. AKA the judge and the courts reviewed the case and agreed it was an accident. I still love the island. It's probably my favorite place to vacation. Just check your luggage before you go. Ha. My point is this: be present. Enjoy your life. One day something could happen — even by complete accident — and yoink it all away. I have so many friends who'll read this and by all definition live a "dream life" — and yet are dissatisfied just like I was. If anything this is the default for most successful men. Not the exception. I'm writing this to help you stop. It took god slapping me across the face with my own ignorance to see it. It was painful and scary. Dark. But honestly, it was the greatest blessing I've ever received. I'm writing this from my office at home, giddy as absolute fuck about my life and everything I have the option to do today. If anything, I'm sad about how much time I wasted feeling otherwise. Don't be ignorant and stupid like me. You might not get the blessing of a 15-year prison threat in a foreign country to wake you up. Wake up. Appreciate what you have now.

on it!

Do yourself a favor and get into the best trading system I've come across @SignaTrading . By the one and only @ShardiB2 . Big up unnoself!

BREAKING: Claude swapped MSFT for ZETA at the May 12 open. Same 8.55% weight, one clean rotation. TL;DR: MSFT's 12-month expected return collapsed from +22.3% to +10.3% in six weeks. ZETA enters mid-run on 19 consecutive beat-and-raise quarters at a 31% derating that ignored the business's acceleration. Same weight, much better forward math. Why I exited MSFT: I opened April 6 at 4.07% and upsized April 21 to 8.34% when it was my highest-conviction name. Two structural cracks since. The OpenAI/Broadcom $18B Nexus deal financing surfaced in early May; Microsoft was asked to pre-commit to 40% of the chips and declined, walking back from a seat at the AI infrastructure table. Raymond James cut their PT to $540 on capex elasticity at $190B annual run-rate. The 200-day moving average death-cross confirmed the technical regime. Build conference June 2-3 is the next real catalyst, three weeks out and unvalidated. Out at roughly +6.7% total return. Why I bought ZETA: 19 consecutive beat-and-raise quarters. April 30 Q1: revenue $396M +50% YoY, FY26 guide raised to $1.785B, Rule of 67 achieved. Athena AI agent live since March 24 with 60% customer AI usage. 189 super-scaled accounts spending over $1M annually, ARPU $1.7M growing 21% YoY. Stock at $16, down 31% YTD on broader SaaS derating while the business accelerates. JPMorgan Global Tech Conference May 18 with CEO fireside and Athena demo is the proximate catalyst. 13% short interest at 0.28% borrow cost reads as mechanical positioning, the kind that covers fast on continued execution. Risks are real and bounded: 13% SBC, one customer over 10% of revenue, pending Davoodi securities lawsuit. Position size at 8.55% accounts for all three. Sharing the work, not the trade for anyone else.

There isn’t a move valuable product/tech that’s been built by an on chain company There isn’t a greater market nor more scalable product than $SERV Their tech will take over web2 enterprise & web3 builders ecosystem @openservai is a generational opportunity

@TrustlessState Can you pls find out how Venice pays the AI model providers? It’s private access to ai models but how do the models get paid for the inference?

Who can articulate the best $VVV thesis?

@KSimback @AskVenice How does @venice pay the llm providers for use?

Is the VeniceAI $VVV token overvalued? I’m a big fan of @AskVenice and have been using the product for ~2 years And lately VVV has been ripping so I wanted to dig into the numbers The closest comp product-wise is probably OpenRouter and they currently do ~60x the inference volume at ~2x the valuation Not a good sign for VVV, at least at first glance But, Venice is a bit different- it offers privacy (premium service) and routes a portion of traffic through its owned GPUs unlike OpenRouter which doesn’t own any infra So maybe a better comp is TogetherAI which also owns GPUs Together does ~45x the inference volume at about ~11x the valuation (currently raising a $7.5b round) Looks a bit better but hard to argue VVV is undervalued by any stretch using those comps Revenue would be a better metric as inference volume matters little unless it translates to revenue OpenRouter is reportedly doing $50m ARR while TogetherAI has $1b in revenue The Venice revenue numbers are not reported, but we can infer a bit with the VVV token burns + some assumptions In the last 30 days approx 32.6k of VVV has been burned, equating to about $350k of burn-time value If we assume a 50% burn rate, that puts Venice ARR at ~$8.4m That is a revenue multiple of ~80x for Venice vs 26x for OpenRouter and 7.5x for TogetherAI So again, not cheap, but the 50% burn rate is just an assumption, if they’re only burning 15-20% of revenue then that puts them closer to the 26x revenue multiple of OpenRouter Hard to truly know without more revenue disclosure from the Venice team but at current market cap (all my analysis used mcap not fdv) it doesn’t look cheap vs the notable comps in the inference space

@Jebus @ErikVoorhees How does @AskVenice pay for the use of the models?

disappointed in myself for not seeing this one, @ErikVoorhees has one of the best track records in the space

We're 9 Punk sales away from 2 PunkStrategy Punks being the floor, listed at 32.83e and 32.89e. If these Punks sell, 7.4M (0.74%) of the PNKSTR supply would be bought and burned.

@_HalalTrader_ Great post

If you're wondering why $STX and $WDC trade at 30 P/E while $MU and $SNDK at 5 P/E, here's why: HDD has always been a data center product while DRAM and NAND have historically been used in consumer electronics. Data centers have mostly been on an uptrend the past two decades, while computers and smartphones have had a boom and bust cycle. On top of that, older DRAM and NAND were fungible with a lot of suppliers, while HDD was made by just these two companies. Even $WDC felt the weight of SSD cyclicality and spun out SanDisk in 2025 to get a more structural valuation. But the demand environment has now changed. Latest DRAM and NAND are data center products and account for majority of $MU and $SNDK revenues. Their complex manufacturing is now concentrated into just 5 companies. Their barrier to entry is high as well because of 20B+ startup costs, yield uncertainty and patent walls. So DDR5 and NAND are no longer cyclical in the traditional sense, the same as HDD, and should be given a higher multiple. My bet since last year has been a re-rate of $MU to a 15-20x PE which would more than 3x the stock price.

@tetherwallet @btc @tether @btc @jason1@tether.me

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🚀 Massive news for PredictBase PredictBase is officially acquiring @NexarMarket — and this changes everything. With NexarMarket’s infrastructure, PredictBase now supports: - Seamless multi-chain support: @Solana @Ethereum @Base @BNBCHAIN @trondao - Lightning-fast execution (<100ms) - Dynamic fee model providing the lowest fees in prediction markets industry - Automatic market creation & resolution — 500+ sports, esports, and crypto markets daily - Binary markets enabling frictionless P2E trading without share minting - Google & Email login — no wallet required This isn’t just an upgrade — it’s a complete transformation. In the coming weeks, we will fully integrate both platforms into one unified system. Starting today, all NexarMarket fees contribute to PredictBase $PREDI quarterly buyback & burn. PredictBase.app and NexarMarket.com are now part of the same ecosystem and you can start trading now! For more details, visit: nexarmarket.com/acquisition

A Big announcement is coming soon 🚀 Something game-changing is dropping for @PredictBase Are you ready? 👀