3011743
The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
$5,000 investments now worth more than $1 million:
🖱AMD: 11 years ago
🖱Nvidia: 11 years ago
🖱Tesla: 15 years ago
🖱Netflix: 19 years ago
🖱Apple: 21 years ago
🖱Monster Beverage: 22 years ago
🖱Amazon: 24 years ago
🖱O'Reilly Auto: 29 years ago
🖱Starbucks: 34 years ago
🖱Qualcomm: 34 years ago
🖱Oracle: 34 years ago
🖱Microsoft: 35 years ago
🖱Cisco: 35 years ago
🖱Costco: 37 years ago
🖱Nike: 41 years ago
🖱Walmart: 42 years ago
✔️ @venture
💼 Why the monthly jobs report doesn't tell the full story
The monthly U.S. jobs report often moves markets within minutes. But the headline number doesn't always reflect the true health of the labor market.
A payroll "job" can be a full-time position, part-time work, or a temporary contract. The report counts jobs, not the quality, stability, or income they provide.
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That means strong job growth doesn't necessarily mean workers are better off. More people may be taking multiple jobs, switching employers frequently, or relying on temporary work instead of permanent employment.
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For investors, the takeaway is simple: the headline payroll figure is important, but understanding what kind of jobs are being created matters just as much.
✔️ @venture
🇨🇳 China is reopening the door to Nvidia, but on its own terms
China is reportedly preparing to let more leading AI companies buy a limited number of Nvidia H200 chips, expanding a controlled reopening that began earlier this year.
The strategy is clear: use Nvidia's chips for frontier AI training while accelerating adoption of domestic processors like Huawei's Ascend for inference workloads.
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After U.S. export restrictions blocked Nvidia's most advanced chips, the company launched the export-compliant H20, which generated $4.6 billion in quarterly sales before facing tighter restrictions. Nvidia later took a $4.5 billion inventory charge and warned of an $8 billion revenue hit after losing access to much of China's AI market.
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Earlier this year, ByteDance, Alibaba, and Tencent were approved to purchase more than 400,000 H200 chips, but only alongside domestic alternatives.
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The long-term trend remains unchanged. China is using every reopening to secure the AI chips it still needs while investing billions to reduce its dependence on U.S. technology.
✔️ @venture
📈 AI Mentions Surge in Global Earnings Calls
Mentions of AI disruptions during H1 2026 earnings calls reached a record ~780, a 310% increase from ~190 in H2 2025.
In just the first half of the year, AI was referenced more than in the previous three years combined.
Additionally, 337 executives at S&P 500 firms mentioned AI during Q1 2026 earnings calls, more than double the five-year average of 164 and over triple the ten-year average of 103.
AI is reshaping corporate strategy and financial markets.
✔️ @venture
💰 Goldman Sachs maps where $7.6 trillion in AI spending is going
Goldman Sachs expects AI capital spending to reach $765 billion in 2026 and grow to $1.6 trillion annually by 2031, totaling $7.6 trillion over six years.
The breakdown is $5.1T for compute, $2.1T for data centers, and $358B for power.
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The report assumes Nvidia captures 75% of compute spending, making it the biggest direct beneficiary of the AI buildout. At the same time, AI data centers are becoming far more demanding, with rack power rising from 5-15 kW in traditional facilities to 500+ kW in next-generation AI factories.
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That shift also benefits infrastructure companies. Vertiv is positioned around liquid cooling and power systems, while Vistra stands to gain from rising demand for long-term nuclear power contracts needed to support AI data centers.
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Goldman's conclusion is straightforward: chips, data centers, and power are the three layers every AI deployment depends on, and capital is flowing into all of them simultaneously.
✔️ @venture
📉 Michael Burry is betting against the AI boom
Michael Burry, best known for predicting the 2008 financial crisis, has reportedly taken short positions against Nvidia, Tesla, Caterpillar, and the Philadelphia Semiconductor Index, betting on a 30-40% market decline by March 2027.
His argument is that the companies funding the AI buildout, including Microsoft, Amazon, Google, and Meta, have significantly underperformed the chipmakers supplying them. In his view, AI infrastructure spending is benefiting suppliers more than the companies paying for it.
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Burry also points to stretched valuations. The Philadelphia Semiconductor Index is trading about 65% above its 200-day moving average, a level last seen during the dot-com bubble. Semiconductor stocks now trade at roughly 30x forward earnings, near the top of their 15-year valuation range.
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He also argues that AI pricing power is weakening and claims hyperscalers are understating depreciation costs, which could eventually weigh on future earnings.
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Burry's conclusion is clear: he believes the AI trade has become the biggest bubble in the market.
✔️ @venture
🦄The world’s most valuable unicorns
Coincidence, or did the designer intentionally make them look like bubbles?
✔️ @venture
Every major market crash in history had one thing in common.
Nobody believed it was coming right before it happened.
Right now, more bubble-top indicators are flashing simultaneously than at any of those three peaks combined.
✔️ @venture
❕Apple's memory supplier won't change the AI memory race
Reports that Apple could buy memory chips from CXMT have sparked concerns about the memory industry. But the part of the market driving AI is a different business altogether.
CXMT produces standard DRAM used in consumer devices like smartphones and laptops. AI servers rely on High-Bandwidth Memory (HBM), a far more advanced technology that is stacked directly with AI chips and requires years of joint development with customers.
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Only Samsung, SK Hynix, and Micron currently manufacture HBM at scale. While they are already shipping HBM3E, CXMT is still working toward certifying the older HBM3 standard and has yet to supply HBM to major Western AI companies.
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Even if Apple eventually buys more commodity memory from CXMT, it would affect the consumer DRAM market rather than the AI infrastructure market that currently drives memory valuations.
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The AI memory race is being decided by HBM, not by the chips inside smartphones and laptops.
✔️ @venture
🏠 America’s first-time homebuyer is now 40
A new report says the typical first-time homebuyer in the U.S. is now 40 years old, up from a long-running norm of about 30 from the early 1980s through 2021.
The reason is simple: housing has become harder to afford on both sides of the market. The median home listing price is up 34% since 2019 to $430,000, while median asking rent is up nearly 18% to $1,673.
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The delay is showing up at home. A record 25.2 million adults under 35 lived with their parents in 2025, above even the pandemic peak. About 70% of people aged 25-34 who live with parents are employed, but many are still priced out.
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The bigger issue is supply. More than a decade of housing underproduction has left younger Americans competing for too few affordable rentals and starter homes.
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A delayed first home is also a delayed household. That changes spending, family formation, and the entry point into wealth building.
✔️ @venture
🇺🇸 Trump account bought Axon before ICE sought a $220M contract
A federal ethics filing shows an account in Donald Trump's name bought between $1M and $5M of Axon stock on Feb. 10, 2026. Two weeks later, ICE posted a notice for a 5-year, $220M contract for stun guns.
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The contract has not been awarded, and no insider trading has been proven. But the specifications point closely to Axon's TASER 10 product line. Axon already supplies ICE and controls around 90% of the U.S. conductive energy weapon market.
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The filing also shows smaller Axon trades in both directions during the quarter. The key detail is size: the Feb. 10 purchase was much larger than the other Axon trades and came shortly before the ICE notice.
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The White House says the account is managed by third-party financial institutions and that Trump does not direct individual trades. Ethics specialists note that the setup is not a true blind trust.
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The issue is not only the trade. It is the timing around a government contract that appears written for one company.
✔️ @venture
📈 Reddit turns its communities into a bigger advertising business
Reddit has launched new advertising products as it doubles down on what it calls its biggest advantage: real conversations between real people.
The company introduced Shopping List Ads, a new format that allows multiple brands to promote products around relevant discussions. It also launched AI-powered ad creation tools and a feature that lets brands use positive Reddit comments directly in advertisements.
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The timing is notable. Reddit's advertising business has already become a major growth engine, generating more than $2 billion over the last fiscal year.
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Ad revenue has climbed nearly 300% in the past three years, rising from $160 million in Q1 2023 to $624.7 million in the latest quarter. Popular communities such as r/AskReddit and r/mildlyinfuriating attract 18 million and 12 million weekly visitors, respectively.
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As AI floods the internet with generated content, Reddit is betting that human conversations become more valuable, not less.
✔️ @venture
In 2006, Elon Musk was worth around $200 million.
Today he’s worth nearly $1 TRILLION, a 500,000% wealth increase in just 20 years.
✔️ @venture
🕯 Micron could be one of the biggest winners of the AI memory boom
For years, memory was one of the worst businesses in tech. AI is changing that.
Modern AI servers require 8-10x more DRAM than traditional servers, while HBM memory has become essential for advanced AI chips. Producing HBM uses roughly 3x more wafer capacity, tightening supply across the entire market.
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That shortage is pushing prices higher. DRAM prices rose more than 170% year over year by the end of 2025, with another 58-63% increase expected in Q2 2026.
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Unlike traditional memory, HBM suppliers must pass lengthy qualification processes tied to specific AI platforms. Once approved, they can remain locked into that ecosystem for years.
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SK Hynix still leads the market, but many investors are watching Micron. The company is receiving $6.1 billion in U.S. manufacturing support and has more room to gain share as AI demand keeps growing.
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The AI boom is creating winners beyond Nvidia. Memory is becoming one of the most important bottlenecks in the entire stack.
📉 $NFLX has crashed to 52-week lows.
Meanwhile:
🖱325M subscribers in 2025 → ~350M expected in 2026 -
🖱Advertising revenue is scaling rapidly
🖱 Management just authorized an additional $25B share buyback
The market is acting like Netflix is broken.
✔️ @venture
🛍 Bill Gates' daughter's app is accused of taking credit for other people's sales
Phia, the shopping app co-founded by Phoebe Gates, allegedly inserted its own affiliate tracking code during checkout, allowing it to collect commissions even when it didn't bring the customer.
A Bloomberg investigation found the behavior across more than 50 retailers, including Walmart, Nike, and Zara. Impact.com has suspended Phia's account and is reviewing past transactions.
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Phia says it was a software bug that was fixed within a day after being reported.
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The case closely mirrors the allegations that PayPal's Honey faced last year.
✔️ @venture
❕ Big Tech Drives Record $182 Billion Bond Issuance in 2026
Amazon, Alphabet, Nvidia, Meta, Oracle, and SpaceX have issued a record $182 billion in investment-grade bonds this year, a 1,300% jump from $13 billion last year.
These six firms now account for nearly 15% of total US corporate bond issuance year-to-date and over 50% of this year's market growth.
A record 7 bond deals of $25 billion+ have occurred, matching the total from 2019 to last year. Six are from these Big Tech firms, one from Salesforce.
✔️ @venture
Here we go again.
Trump says the Iran ceasefire is over and markets may now have another reason to de-risk.
✔️ @venture
🇨🇳 China Limits Foreign Access to AI Models
China's Ministry of Commerce plans to restrict foreigners from accessing the country's frontier AI models. Officials have already met with Alibaba, ByteDance, and to discuss these measures, which will apply even to models with open weights.
The new rules also aim to limit foreign investments in AI and treat the disclosure of patented AI technologies as a national security crime.
✔️ @venture
🗣️ Trump:
"We have a hot country. I think the market is going to go through the roof."
"Short sellers are getting wiped out. I never liked short guys because they're betting against the country."
✔️ @venture
🚀 U.S. lawmakers start buying SpaceX shares after its IPO
Just days after SpaceX's $2 trillion IPO, members of Congress and their families began buying the stock.
Rep. Gil Cisneros purchased between $1,001 and $15,000 of SpaceX shares on June 18.
Three days earlier, a child of Rep. Dan Meuser bought $15,001 to $50,000 worth of shares.
Both transactions were disclosed under the STOCK Act.
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The purchases have drawn attention because both lawmakers serve on committees that oversee areas important to SpaceX. Cisneros sits on the House Armed Services Committee, while Meuser chairs a subcommittee of the House Financial Services Committee.
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In 2025, SpaceX generated $3.6 billion from U.S. government contracts, about 20% of its $18.7 billion in revenue.
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Ethics experts expect these disclosures may be just the beginning, with more congressional purchases likely to appear in the coming weeks.
✔️ @venture
🇺🇸📉 US inflation is going up, interest rates are rising, and tech stocks are sliding. Is a recession next for crypto?
If you want to secure your savings and grow your portfolio instead of just watching your money melt, join our community for the latest market updates.
We break down the easiest market opportunities in our community.
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😎 Jensen Huang’s Leather Jacket Up for Auction
The iconic Tom Ford leather jacket signed by Jensen Huang is on auction starting at 40k dollars. It was worn by Huang at the Hon Hai Tech Day in Taipei on October 18, 2023, when Nvidia unveiled AI factories.
The auction is charitable, with all proceeds going to The Edge Institute, a nonprofit organization.
✔️ @venture
🤖 OpenAI May Give US Government 5% Stake
According to FT, Sam Altman has long proposed giving the US government 5% of OpenAI shares as a way to share AI development benefits. This idea gained urgency amid rising political pressure in Washington.
OpenAI develops advanced AI technologies. Offering shares to the government would create a financial stake for the public in the company's success.
If OpenAI proceeds, it would likely dilute existing shareholders, including key investors. This move aims to ease political tensions but comes at a cost to current owners.
✔️ @venture
🤖 Anthropic export restrictions lifted
Access to Fable 5 will start restoring tomorrow after export restrictions on Anthropic were lifted. Details of the deal with the government remain unknown.
Anthropic develops AI models like Fable 5. The company’s future pricing and subscriber access terms remain unclear.
✔️ @venture
💳 Circle drops as payment giants launch a rival stablecoin
Circle ($CRCL) fell 16.3% after Mastercard, Stripe, BNY, and other financial firms unveiled Open USD, a new stablecoin built as shared infrastructure.
Unlike USDC, Open USD distributes reserve yield across its partners instead of a single issuer. The project directly targets a market currently dominated by USDC and USDT.
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The pressure is building from multiple directions. Insiders have sold about $225 million more stock than they've bought over the past year, while the Fed is proposing stricter rules for stablecoin issuers.
✔️ @venture
This McDonald’s menu is from the 1950s.
Hamburger: 15 cents
Fries: 10 cents
Coffee: 10 cents
And people still think cash is “safe.”
✔️ @venture
❕ Trump warns that "the Islamic Republic of Iran will no longer exist" if Iran continues violating the ceasefire
The US has launched fresh strikes on Iran after a tanker was hit in the Strait of Hormuz, marking the biggest escalation since the interim peace deal was signed on June 17, 2026.
Here's what has happened over the last 48 hours:
🖱 On Friday, Iran attacked the commercial vessel Ever Lovely in the Strait of Hormuz.
🖱 The US launched strikes on Iranian coastal radar, missile, and drone storage sites in response to Iran's attack on the commercial vessel Ever Lovely.
🖱 Iran retaliated by striking multiple US military positions in Bahrain.
🖱 On Saturday, Iran then attacked the Panama-flagged tanker M/T Kiku in the Strait of Hormuz.
🖱 CENTCOM said US forces struck 10 Iranian military targets across multiple locations.
🖱 For the past one hours, Air raid sirens are now sounding in Bahrain as Kuwait says its air defenses are intercepting hostile Iranian missiles and drones.
The conflict is continuing to escalate despite the ceasefire signed just two weeks ago.
✔️ @venture
On this day in 1967: first ATM unveiled.
✔️ @venture
🤖 US Limits Access to GPT-5.6
The Trump administration requires OpenAI to release GPT-5.6 gradually, offering it only to select corporate clients chosen by the government.
OpenAI’s staged rollout marks a shift from earlier open releases, reflecting increased government control over advanced AI models.
Anthropic must suspend access to its Mythos 5 and Fable 5 models for foreign nationals, including some employees without US passports, tightening AI export restrictions.
✔️ @venture