James Altucher:

Bonjour, Bittensor!

I’m in a brand-new documentary called The Art of Disruption: Bittensor and the New Intelligence Economy. It was filmed while I was in Paris at the Proof of Talk conference — held at the Louvre — and was released just this week.

Let me break down why I’m so bullish on Bittensor (TAO)…

Every once in a while, a “virgin landscape” opens up. In the ’80s, it was coding. In the ’90s, it was the internet. Then the smartphone app boom. Then crypto. Now? It’s decentralized AI.

That’s what Bittensor is. A global marketplace where intelligence itself becomes a commodity. It’s not hype. It’s not theory. I’ve seen it firsthand. I talked to a lot of people in the documentary. It was one of the turning points where I became so bullish on TAO.

Look, I’m not saying everyone should buy TAO. What I am saying is: pay attention. Virgin landscapes don’t open up often. When they do, they don’t stay “virgin” for long.

Click the link below to get my thoughts and the link to the documentary.

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Ray Blanco:

Jensen Huang Says China Is ‘Nanoseconds Behind’ the U.S. in Chipmaking, Calls for Reducing U.S. Export Restrictions on Nvidia’s AI Chips

Nvidia CEO Jensen Huang says China is just “nanoseconds behind” the U.S. in chipmaking and that Washington should stop trying to wall off the market. 

Speaking on the BG2 podcast, Huang argued that allowing companies like Nvidia to sell into China would serve American interests by spreading U.S. technology and extending its geopolitical influence. 

“We’re up against a formidable, innovative, hungry, fast-moving, underregulated [competitor],” Huang said, talking about the pedigree of China’s engineers and controversial 9-9-6 working culture. His comments come as Nvidia hopes to ship its H20 AI GPU to Chinese customers again, following a months-long pause tied to new U.S. export rules.

The Commerce Department is understood to have begun issuing licenses for the H20 in August, and Nvidia is already working on a successor chip designed to comply with current restrictions while offering better performance. The company has not confirmed specs, but it would be Nvidia’s second attempt to tailor an AI accelerator specifically for the Chinese market since the original A100 and H100 bans took effect.

China, meanwhile, is accelerating its own plans to become self-sufficient. Huawei’s new Atlas 900 A3 SuperPoD systems, powered by the company’s Ascend 910B chips, are now shipping in volume.

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Davis Wilson:

I Bought NAK at $1.11 → Here’s Why

On Friday, I made one of the riskiest moves yet in my Million Mission portfolio. I bought 5,000 shares of Northern Dynasty (NAK) at $1.11 each.

Northern Dynasty isn’t a typical investment. This small Canadian mining company is a high-stakes bet on the future of U.S. resource security with one asset: the Pebble Project in southwest Alaska. This single project is why investors either love or hate the stock.

Pebble is enormous. According to resource estimates, it contains more than 80 billion pounds of copper, 100 million ounces of gold, and significant amounts of molybdenum, silver, and other minerals. It is one of the largest undeveloped mineral deposits on the planet.

The challenge is not the size of the deposit. It is the location. Pebble sits near Bristol Bay, home to one of the world’s most productive salmon fisheries. Environmental groups argue that a mine of Pebble’s scale could threaten the salmon population and local communities that rely on it. For years, the project has faced lawsuits, protests, and political opposition.

But the Supreme Court’s shift on Chevron, a change in political leadership, or a renewed push for domestic copper could all move the needle here…

⇒ Read More Here