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@djthomas "Whos attending @Block_Dojos pilot launch night Come and say hi 👋"
@djthomas Avatar @djthomas on X 2025-07-18 16:42:15 UTC 10K followers, XX engagements

"TSMC just posted a +61% profit jump. Its not just a chip stock its the bottleneck of the AI age. You cant scale models without silicon. And you cant make silicon without $TSMC. Thats why its in the NorthTech portfolio. We dont just chase narratives. We allocate to the rails"
@djthomas Avatar @djthomas on X 2025-07-18 04:26:29 UTC 10K followers, XX engagements

"🚨 Our onchain fund test phase is now live. After months of research architecture and wallet setup the first iteration of our tokenized mega-cap tech fund is now deployed onchain via @fumefinance deployed on Base. This isnt a launch were building in public: ✅ Real-world equity exposure (tokenized) ✅ Transparent secure wallet architecture ✅ No synthetic gimmicks ✅ Fully onchain securities and fund admin This is phase one of a broader roadmap: 🔹 Prove it works 🔹 Stress-test transparency 🔹 Build a small aligned community of early contributors and investors 🔹 Lay the groundwork for our hedge"
@djthomas Avatar @djthomas on X 2025-07-17 21:02:42 UTC 10K followers, XXX engagements

"Nvidia just got the green light to resume H20 chip sales to China and markets are reacting. After a recent meeting between CEO Jensen Huang and former President Trump Nvidia confirmed its filing to restart shipments of its H20 AI chips into China. The U.S. government has signaled that licenses will be approved. The result ✅ $NVDA jumped over X% ✅ $AMD $SMCI and other chip names followed suit ✅ A major overhang for the sector just got lighter This is a big moment for Nvidia especially after taking a $4.5B hit last quarter tied to earlier export curbs. The H20 chips though less powerful than"
@djthomas Avatar @djthomas on X 2025-07-17 06:44:08 UTC 10K followers, XXX engagements

"End of the week gardening - bare foot - is my new thing"
@djthomas Avatar @djthomas on X 2025-07-18 19:45:48 UTC 10K followers, XX engagements