@poddotnetwork

One Market to Rule Them All

test.pod.network
Joined September 2024
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  • Followers16.1K
233Media
Exotic: a highly in-demand, scarce, and inaccessible financial asset. The best performing assets of 2026. Launching soon.
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DeepSeek reportedly raised $15B after lifting its goal from $7.5B to $12B along the way. CATL and Tencent are among the biggest investors. The bet is that DeepSeek's low cost models can stay competitive on a fraction of its US rivals' capital.
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Samsung’s share of HBM revenue rose from 21% to 33% in one quarter while SK hynix’s fell from 58% to 50%, according to Counterpoint Research. That shift turns HBM, the memory beside Nvidia’s chips, from a trade on SK hynix alone into a choice between it and Samsung.
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Exotic.
Unitree
@UnitreeRoboticsOct 21
Unitree Introducing: H2-X Kung Fu Legend Guardian🤖 Powerful performance to serve and guard you, with a maximum endurance of approximately 8 hours. Please use the robot safely and in a friendly manner.
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Elice jumped 30% on Wednesday, the most KOSDAQ allows in a day, and hit it 10 minutes after the open. The AI cloud company fell 32% on its debut the day before. Retail investors deposited over $7.5B for its IPO, a sign of how much Korean money wants AI infrastructure.
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Chipmaker CXMT rose 466% on its July debut, and robot maker Unitree followed in August, up 460%. Mainland China's IPOs this year averaged 270% on day one. Both trade on Shanghai's STAR Market, which overseas individuals can't buy directly. We're building Exotic to change this.
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superior assets on superior infra @poddotnetwork
Niko
@0xniko0xOct 20
superior assets on superior infra @poddotnetwork
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China’s chip exports passed $300B in the first 9 months of 2026, and September’s $45B was up 136% on just 1% more chips shipped. A memory chip shortage tied to the AI buildout is lifting prices far faster than shipments, and the memory makers are the ones getting paid. Exotic.
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Empyrean led this week’s winners, up 16.7% after announcing plans to invest $22M in X-Epic. Simulation and verification are already part of Empyrean’s toolkit, while X-Epic specializes in chip layout. The aim is a more complete domestic design workflow. Exotic.
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Hello world 👋
shresth
@sagrawalOct 16
mainnet has been achieved internally!
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Buying shares listed in Shanghai or Shenzhen from overseas comes with rules most markets don't have. Exchange rules and China's capital controls decide who can buy, which shares, how much, and on which days. Here's how they work 🧵
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more replies
5/ Money is restricted going the other way too. Mainland individuals can buy $50,000 in foreign currency a year, and China's foreign exchange regulator says that quota can't be used for overseas stocks.
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6/ So a clear view on Chinese equities can still have no clean way to become a position. Who can buy, what they can buy, how much and when all sit in the way. Exotic is being built for that gap: access to the world's hottest assets. Access the inaccessible. Exotic.
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Exotic, visualized:
Trung Phan
@TrungTPhanOct 14
ASML’s official sizzle reel for its $400m+ EUV machine goes hard
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Hyundai Motor Group is moving upstream. Its steel unit invested $63 million to raise its stake in Korean magnet maker Star Group to 39.3%. A longtime supplier to the group, Star Group makes rare-earth magnets used in EVs and robots. China dominates that supply chain. Exotic.
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