Spacemesh
SMHOpen-source programmable cryptocurrency platform
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Project Overview
Spacemesh is an open-source, programmable cryptocurrency platform powered by a novel Proof-of-Space-Time (PoST) consensus protocol. It aims to create a global programmable infrastructure for tokenized apps, communities, and economies.
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Gate Contract Stock Zone will debut with the launch of perpetual contract trading for 8 stocks, including TWLO (Twilio), ROK (Rockwell Automation), and others.
: According to official sources, Gate's Contract Stock Zone will debut the perpetual contract trading (USDT settlement) of TWLO (Twilio), ROK (Rockwell Automation), CGNX (Cognex), IVV (iShares Core S&P 500 ETF), SOXX (iShares Semiconductor Sector ETF), SMH (VanEck Semiconductor 25 Component ETF), SPYM (SPDR Portfolio S&P 500 ETF), and VOO (Vanguard S&P 500 ETF) on June 16, 14:00 (UTC+8), supporting leverage of 1-20x.
25-Year-Old “AI Stock God” Heavily Shorted Semiconductors in Q1, Continues Betting on AI Infrastructure
According to the latest 13F filing for Q1 2026 disclosed by Situational Awareness LP, the fund manager significantly increased its put option positions during the quarter, with short positions concentrated primarily in the semiconductor and AI-related sectors. The filing shows its major put options include: approximately $2.043 billion in VanEck Semiconductor ETF (SMH), $1.568 billion in NVIDIA, $1.073 billion in Oracle, $1.006 billion in Broadcom, $969 million in Advanced Micro Devices (AMD), $584 million in Micron Technology, $535 million in TSMC, and $494 million in ASML—amounting to a total of approximately $8.46 billion in disclosed put options. On the long side, the fund continues to allocate capital to AI-, power-, and digital-infrastructure-related assets. Its primary common stock holdings include Bloom Energy (~$879 million), SanDisk (~$724 million), CoreWeave (~$556 million), IREN (~$401 million), Core Scientific (~$389 million), and Applied Digital (~$320 million). Additionally, the filing reveals that the fund holds call option positions in CoreWeave, SanDisk, TSMC, Micron Technology, and Bloom Energy.