🚀 Cathie Wood TRIPLED DOWN on space today — funded by selling Google. ARK rebalance decoded 🧵 @CathieDWood @ARKInvest 🛰️ THE SPACE BET: $RKLB bought in THREE funds: ARKK +277K | ARKQ +60K | ARKX +22K (~0.2% each — coordinated, not noise) Rocket Lab = the liquid "mini SpaceX" proxy. Only public door to space. 🚪 💰 FUNDED BY: $GOOGL sold in ARKQ (-12K) + ARKX (-4.5K) Mirror-image trims. The ARK creed: sell yesterday's disruptor, buy tomorrow's. 🔄 🧬 GENOMICS ROTATION (ARKG): IN: $SCTX (CRISPR) $BEAM (base editing) $VCYT (diagnostics) OUT: $TWST $TXG (tools/platforms) Tools → THERAPEUTICS. Shovels → cures. Risk-on. 💊 🧹 ARKW trimmed $P. Housekeeping. ⚠️ PERSPECTIVE: all ~0.2% — daily rebalance maintenance, not thesis changes. But direction is clear: SPACE over SEARCH, THERAPEUTICS over TOOLS. The regime preference is showing. 🚀 [NOT FINANCIAL ADVICE, DYOR!]

Notable Insider Transactions Sea Ltd (SE) — Shopee's Chief Product Officer, Chen Jingye, disclosed today that she sold 60,000 shares at $101.52 per share (totaling $6.09 million). Truist Financial Corp (TFC) — President and CEO Michael P. Lyons reported that he purchased 21,000 shares at $48.36 per share on September 18 (totaling $1.02 million). Borr Drilling Ltd (BORR) — Director Tor Olav Troim reported that he purchased 150,000 shares at $4.38 per share on September 18 (totaling $660,000). Adobe Inc (ADBE) — Chairman and CEO Shantanu Narayen reported that he sold 125,000 shares at $250.76 per share on September 18 (totaling $31.34 million). United Microelectronics Corporation (UMC) – Chief Financial Officer and Senior Vice President Liu Zhidong reported that on September 17, 1,600,000 shares were sold at a price of US$143.00 per share (totaling US$228.8 million).

🥊 Amazon vs. Meta: The AI Shopping Agent War Just Escalated Twelve days. That's how long Meta's new "Muse" AI agent lasted before Amazon pulled the plug. Users trying to shop Amazon through Muse now get a pop-up: continued access by an "unauthorized AI agent" violates Amazon's Conditions of Use. Amazon's accusations are pointed: 🔍 Muse browsed the Amazon store without ever telling Amazon it would 🎭 The agent doesn't identify itself as a bot while browsing 🔑 It appears to capture and store customer login credentials @Meta pushes back hard, saying Muse can't see users' passwords or payment methods — shared credentials sit in secure storage the agent uses without ever viewing them directly. Here's why this isn't just a spat between two trillion-dollar companies: this is round three. Amazon has spent the past year systematically walling off outside AI agents — suing @Perplexity_AI over its Comet shopping bot, blocking @OpenAI's and @Google's shopping agents from crawling its site, and now taking direct aim at @Meta's Muse. The reason is simple math. An AI agent that searches, compares, and checks out for the user can quietly route purchases around Amazon's sponsored product listings — the engine behind an ad business estimated at $56 billion. Every agent that bypasses that layer is potential ad revenue Amazon never sees. OpenClaw creator @PSteinberger put it sharply: "I think many people are overlooking the digital knife fight that's about to occur." He's not wrong. This is quickly becoming the defining infrastructure battle of the agentic AI era — not "which AI is smartest," but who controls the checkout layer of the internet. Retailers built empires on being the last click before a sale. Agents threaten to make that click invisible. Expect more blocks, more lawsuits, and more "unauthorized agent" pop-ups before this settles — and expect the outcome to shape who profits from AI commerce for the next decade. Not investment advice — just watching the agentic commerce wars unfold. 👀 #AI #AmazonVsMeta #AIAgents #Muse #AgenticCommerce #TechNews

🚨 SOLANA FOUNDER @toly: "AGI IS STILL VERY FAR" — a genuinely honest AI-coding reality check 🧵👇 1️⃣ THE CONTEXT Toly is building Percolator — a next-gen perp DEX on Solana with a sharded order book, CEX-level execution speed, fully open source. 2️⃣ THE ADMISSION "If I were writing the code full-time, it should already be released by now." Translation: AI assistance has actually been SLOWER than solo full-time coding for this project. 3️⃣ WHERE AI ACTUALLY EXCELS (per Toly) ✅ Design & spec research phase ✅ Fuzz testing to find bugs 4️⃣ WHERE IT FALLS SHORT Full delegation of actual coding. His workflow now: Use AI to research the spec → write spec by hand → AI finds bugs in spec Write the code by hand → AI fuzz-tests for bugs AI as research/QA partner, NOT autonomous coder. 5️⃣ THE STRIKING CLAIM "The actual number of good products shipped to market is unlikely better today than pre-model days." Quality may improve with this approach, but SHIPPED VOLUME hasn't meaningfully increased despite all the AI coding tool hype. 6️⃣ WHY THIS MATTERS Toly isn't an outside AI skeptic — he's a serious builder actively using these tools on a real, complex crypto infrastructure project. This is a data point directly contradicting the "AI replaces developers" narrative, from someone with real skin in the game. 7️⃣ WHAT TO WATCH Percolator's eventual launch timeline Whether other serious builders echo similar experiences AGI timeline debates reigniting off takes like this My take: this lines up with what a lot of experienced engineers are quietly saying — AI is a phenomenal research/QA accelerant, but full autonomous coding for novel, complex systems isn't there yet. 🤖⚠️ $SOL #Solana #AGI #AI #Percolator #Crypto Does this match your own experience with AI coding tools? 👇

🔥 HYPERLIQUID JUST BURNED $2.42 MILLION IN $HYPE — IN A SINGLE DAY 🔥 Real numbers, real revenue, real burns. This is what a functioning tokenomics engine actually looks like. 📊 According to fresh data from Onchain Lens, Hyperliquid bought back and burned 26,310 $HYPE tokens in just the past 24 hours, at a volume-weighted average price of $91.86 — worth approximately $2.42 million. 💸 But that's just one day. Here's the bigger picture: 📈 Lifetime burn: 48.76 MILLION $HYPE tokens — worth approximately $4.50 BILLION 📈 That represents 4.88% of the entire maximum supply, permanently removed from circulation 📈 30-day revenue: $64.34 million 📈 All-time revenue: $1.26 BILLION Let that sink in for a second. This isn't a token relying on hype (pun intended) or speculative narrative — this is a protocol generating real, sustained revenue and mechanically converting a meaningful chunk of it into permanent supply reduction. 🔥 Why this matters: Buyback-and-burn mechanisms only work long-term if the underlying business is actually generating cash flow to fund them. Hyperliquid's numbers suggest this isn't a marketing gimmick — it's a functioning perpetuals exchange with real fee revenue backing every burn. For context, at nearly $4.5B in lifetime burns against under 5% of max supply, the pace and scale here is one of the more aggressive deflationary mechanisms in the space right now. My take: This is a textbook example of "let time work for you" — consistent, mechanical, unglamorous execution compounding into a massive result over time. 🐢 No hype cycles needed when the fundamentals are doing the talking. Worth watching how this trend continues as trading volume and fee generation evolve across market cycles. The burn mechanism ties supply reduction directly to actual platform usage — which is a much healthier design than arbitrary token burns disconnected from revenue. What's your take on Hyperliquid's tokenomics model? Sustainable long-term advantage, or just riding a strong market cycle? Drop your thoughts below! 👇 📊 Data sourced from @OnchainLens

Cyber ETF vs SOX, in one wrapper. $WCBR close 43.24 +10.5%. AH 43.34. 52w high 43.80. 6M +63%. AUM $148M. Expense 0.45%. Holdings 34. Volume 96k. Look-through: yesterday’s map — CRWD/PANW ~+14%, NVDA/MU/INTC/tools red, ORCL −4. Leadership shifted. Price did too. Thin ETF + rich singles = gap risk, not a new gospel. @WisdomTree @CrowdStrike @PaloAltoNtwks [NOT FINANCIAL ADVICE, DYOR!]

> When you’re live on stage at the All-In Summit and the Commander-in-Chief calls you on speakerphone... 📞🔥 Jensen Huang didn't even flinch when President Trump patched in live to drop some major macro truths: ⚡️ AI safety panic dismissed as a total hoax ⚡️ Data centers crowned the "new oil" for the next 25 years ⚡️ Full steam ahead on infrastructure—no braking allowed. The infrastructure supercycle is clearing every roadblock in real-time. Are you positioned for the breakout, or still listening to the doomers? 📉❌🚀 #JensenHuang #Nvidia #AllInSummit #ArtificialIntelligence #Macroeconomics #TechTrends #StockMarket #Infrastucture

The illustration is every lab at one table. The memo is who left money on it. Anthropic’s public line has been that today’s models are not fit to run weapons that choose the shot or to run domestic mass surveillance, even when a lawyer can call both “lawful” because statute lags the stack. In the version circulating, the Pentagon asked for contract language that would have opened those doors; Amodei said no; Washington answered with an agency-wide stop and a supply-chain-risk stamp that scared more than a hundred commercial accounts. The company sued. A California judge in late August called the punishment retaliation and told the government to stop. That sequence — if the docket matches the myth — is the scarce thing in this industry: a no that cleared the P&L and then cleared a courtroom. That is a different object from a 9/12-style pact that invites inspectors and spreads the bill across every logo at the table. Forfeiting a defense dollar is ethics with a receipt. Designing industry-wide oversight is bargaining. Bargainers pick calendars. This calendar already holds DeepSeek’s sub-dollar agents, a threat report full of blocked misuse, a former OpenAI researcher on Squawk, and a Fed meeting with hike odds in the mid-80s. You are allowed to ask whether the speech is priced for principles or for the week. None of this is a trading signal on private marks or on NVDA. It is a permission story: who the state will buy from, who enterprises will fear to touch, who gets to say “red line” and still have a CFO. The cartoon’s two stacks of books are the whole argument. Safety without compute is a pamphlet. Compute without a limit is the contract they would not sign. Do not turn either stack into a weapons diagram. @AnthropicAI @DarioAmodei @OpenAI @xAI @CNBC [NOT FINANCIAL ADVICE, DYOR!]

🚨 THE LINCOLN MEMORIAL REFLECTING POOL VANDALISM SAGA — WHAT'S ACTUALLY BEEN REPORTED 🚨 A post from President Trump (@realDonaldTrump) on the 25th anniversary of 9/11 — reposting content originally from U.S. Interior Press (@interiorpress47) — criticized the New York Times for devoting coverage to the Lincoln Memorial Reflecting Pool while, in his view, ignoring clear evidence of vandalism there. Here's what's actually been documented by multiple outlets since June 2026: 📋 THE DOCUMENTED DAMAGE • 342 feet of razor-blade-like slashes along the pool liner, first reported the same day the pool reopened after restoration • "8647" markings spray-painted on the pool and separately burned/etched into the grass nearby • A U.S. Attorney's Office filing described one incident in which a defendant allegedly knelt at the pool's edge and "violently" ripped and tugged at the blue coating below the waterline • Interior Department officials say the vandalism became a recurring pattern over the summer, alongside other Mall incidents (including blood-written graffiti on the Washington Monument) ⚖️ THE PART THAT'S ACTUALLY CONTESTED This story isn't fully one-sided. In August, U.S. Attorney Jeanine Pirro moved to drop charges against one suspect, David Hearn — a decision President Trump publicly disagreed with "100%," insisting the damage was "purposefully and criminally done," while also acknowledging there "may have been some contractor difficulty" mixed in with the vandalism. So even within the administration, there's been real disagreement about how much of the damage is vandalism versus renovation/contractor issues. 🧠 WHY "8647" MATTERS The "8647" symbol has separately become a serious federal security concern — interpreted by many as "86" (slang for eliminate) plus "47" (the 47th president) — and has factored into other cases, including an indictment tied to a social media post and a separate attempted-assassination case near the White House Correspondents' Association dinner. That context is part of why federal officials are treating this vandalism pattern as more than routine graffiti. Whatever your view of the media-coverage debate, the underlying vandalism reports and the DOJ's contested handling of the case are both worth understanding on their own facts. [NOT FINANCIAL ADVICE, DYOR!]

Title: The $7.5 Billion About-Face: What Larry Ellison’s Cancelled Oracle Share Sale Means for Tech and AI Infrastructure In a stunning and sudden reversal, Oracle co-founder and Chief Technology Officer Larry Ellison has officially cancelled plans for a massive $7.5 billion stock sale. This dramatic about-face came mere days—and in some reports, just a day—after an initial regulatory filing revealed his intention to offload up to 50 million shares by the end of October. For market watchers, institutional investors, and tech enthusiasts tracking the broader artificial intelligence boom, this news carries massive implications. Larry Ellison has been intensely central to Oracle’s aggressive, high-stakes push into next-generation cloud architecture and AI data centers. When a tech titan of his stature abruptly pulls the plug on a multi-billion-dollar liquidity event, it sends a powerful psychological and strategic signal to the market. Why would an insider cancel a planned liquidation of this magnitude? Unshakable Long-Term Conviction: Halting a $7.5 billion share sale strongly implies that Ellison views Oracle’s internal equity as severely undervalued relative to its upcoming catalysts, especially as cloud infrastructure demand skyrockets. AI Data Center Momentum: With energy constraints and infrastructure expansion dominating the AI conversation, keeping maximum skin in the game aligns with Oracle’s aggressive positioning in cloud and hyperscale computing. Market Signaling: Insiders selling massive blocks can sometimes trigger short-term panic or downward pressure. By cancelling the sale entirely, Ellison removes potential dilution and signals absolute trust in the company's trajectory. As enterprise clients race to secure compute power and database migration, Oracle's positioning remains a focal point of the current tech cycle. Does this sudden change of heart signal an even bigger wave of institutional accumulation ahead, or is there more beneath the surface of this regulatory filing? Weigh in below with your thoughts on Oracle’s market trajectory and this high-profile pivot! [NOT FINANCIAL ADVICE, DYOR!]