Author: 2mind
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Why “Never Sell Bitcoin” Keeps Breaking
Ask why “never sell bitcoin” fails and you will usually get an answer about conviction — that the holder got scared, or was never serious. That answer fits almost none of the actual cases. The companies that broke the promise…
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Why AI Inference Costs Keep Rising While the Price Per Token Falls
Ask why AI inference is so expensive and you will usually be handed a price list. The price list argues the opposite case: the published cost of a million tokens has fallen, repeatedly and on the record, for two years.…
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AMD Q2 2026 Earnings: Every Number Beat, Stock Fell 8%
AMD Q2 2026 earnings landed on August 4 with revenue, EPS, and forward guidance all above what Wall Street had modeled going in. By the usual scorecard, it was close to a clean sweep. Then the stock dropped about 8%…
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Situational Awareness Fund Lost 67%, Still Up 80% for 2026
I want to walk through something that happened last week and is still being digested. On July 30, the Situational Awareness fund — the AI-focused hedge fund run by former OpenAI researcher Leopold Aschenbrenner — handed its entire public stock…
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Bitcoin ETP vs Self-Custody: What Do You Own?
Bitcoin ETP vs Self-Custody sounds like a debate about two ways to follow the same asset. I think the more useful question is simpler: after you choose, what do you actually own, and who must act correctly for that ownership…
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EU AI Act Transparency: What Must Carry a Label?
EU AI Act Transparency rules become applicable on August 2, 2026, turning a broad policy debate into a practical design question. If a person meets a chatbot, sees a deepfake, or receives AI-generated content, what must the provider make visible—and…
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Tether Q2 Earnings: Profit Up, Reserve Buffer Cut in Half
Tether’s Q2 2026 earnings landed on July 31 with two numbers that pull in opposite directions. Net operating profit came in at $1.5 billion. At the same time, the excess reserve buffer backing every USDT in circulation was cut roughly…
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Amazon AI CapEx: Growth Now, Cash Later?
Amazon AI CapEx is becoming a test of how investors read growth and cash at the same time. Amazon reported strong Q2 sales and faster AWS expansion, yet its trailing free cash flow moved below zero. I think the useful…
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Microsoft AI Returns Face a Hardware Refresh Test
Microsoft AI returns are no longer just a promise attached to a spending plan. Microsoft’s fiscal 2026 fourth-quarter figures give us unusually concrete evidence of demand: Azure’s annual revenue passed $100 billion, while Microsoft 365 Copilot exceeded 30 million paid…
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KLA AI Chip Inspection: The Quiet Bottleneck Gets Louder
KLA AI chip inspection is becoming a critical AI hardware bottleneck as chip complexity lifts demand across logic, memory and advanced packaging in modern fabs.