Disruptiv Newsletter: Samsung 📱 Nvidia 📈 ETH 💰 and more

Welcome to the Disruptiv newsletter! You're about to get this week's top tech and innovation insight that we saw this week. Enjoy! [disruptivflow-header] Hello FlowBankers Welcome to the Disruptiv newsletter! A weekly aggregate of relevant tech-focused quick takes. Saturday 25th May [Start trading](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4p02-ZVTW6N1vHY6lZ3pkW78dWl-3dlGWSW8YdDrR3ZSH1hW6h2bKP9fC5qxN46h2JtzL6WHW4hqSV71gLw9dVCrsK64ZXfMzN6xDBPQb2Hp9W39bJBQ3JYMHXN7CFX-XQcsLqW7D6ckT6Vdz-4W2h_Fyj7sqbkMW4Z1_hx8XsqVMW2tgkDm5r9ZtFW3kpMX81FD21FVLPQ0F7hf4XDW18yzKB60KbX7W71Lptr8bgxBsW6FydRF39xFx6W63QMF72ZcdX5N4nHB6tctYTgW2MBFV64W23-mW61QCNR1zpLznf2b6WFH04) FlowBank tech articles 📚 Sell in May and Go Away? How Market Forces are Shaping the Rest of 2024 [Buy or sell Image](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3lWW65JGM_7ccSJTW7Z4Zwf2-RxStW5lm_c44yH_vBW8mP-vt6s3fgmW9kZb9X531YTTW2mMKTy7j6ntqW39DK5F3SVhPtW7CnpWy491pFgW75tDBM8YDPdfW1hdLZ-3XM8pnW3bGVT86kJ13QW2HXH8L5wcNw8N78057_D_PLvW2xYPrZ1nCZbpW37KnsP5rpbYJW85TlxC3-_ZYMW7HhRh473GqVVW8j67Tb7NjT5gd2gXGb04) “Sell in May and go away” is an old Wall Street adage based on the assumption that historical market returns tend to cluster around a six-month window beginning in November and ending in April. [Read me](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nK2-ZVTW69sMD-6lZ3q6VZMjMp1xZJm3N8SCskZnvzd5W9gxWym7dFWMxW8PRpkt4MsQzHW2gXfqq6NBLhcW6Zq5FD3717qrW6x_csG6tzd4wW3krrsZ28lP_MW4zwddk2qvksZW7L2KxS7rjmn8W5jrN5s5fN8WzW1RlZfG6rjqf8W5sdh_s7X0JVWW3_6LBg1q8K7cW1Jrnc22_7g_YW8qRwGQ5dcdcDN2dyHRSQW3nZN3qM4b08s_YzN2xw2zNxG8PzW6RtJjD3gWkRJf5MntJT04) Big Technology 🍎 - Samsung has appointed Young Hyun Jun as the new head of its semiconductor business, aiming to enhance competitiveness in the AI chip market amid global uncertainties. The company is in a tight race with SK Hynix, which currently leads with HBM3 chips for Nvidia, but Samsung is closing the gap with plans to mass-produce HBM3E chips. - Nvidia reported strong fiscal first-quarter earnings, surpassing analyst expectations and driving its stock price over $1,000 for the first time. The company highlighted robust demand for its AI chips, especially from large tech firms, and announced a 10-for-1 stock split. Nvidia expects significant revenue from its next-generation AI chip, Blackwell, later this year. - Microsoft is under scrutiny from the U.S. government and rivals for failing to prevent a Chinese hack. In response, Microsoft is tying executive compensation to cybersecurity performance to enhance its security culture. This move has sparked discussions at other companies about adopting similar measures to prioritize cybersecurity. VC + Startups 🎯 - Grey Wolf Therapeutics, a clinical-stage biotechnology company leveraging first-of-its-kind antigen modulation therapies to address the source of immune dysfunction in oncology and autoimmunity, announced the closing of an oversubscribed €46 million Series B financing expansion, bringing the total amount of Series B funds raised to $99 million. - Zen Educate, an online marketplace that matches schools with the best available substitute teachers and teaching assistants, has successfully closed a €34 million Series B. It was led by Round2 Capital, with support from existing investors Adjuvo, Brighteye Ventures, FJ Labs, Ascension Ventures, and prominent angels, including Octopus founder and CEO Simon Rogerson. This marks the largest round in European EdTech this year. - DeepL, a leading Language AI company, announced €277 million of investment at a $2 billion valuation. Led by Index Ventures, the heavily oversubscribed round attracted strong support from new investors, who will bring their extensive expertise, connections, and resources to support DeepL’s growth and long-term vision to transform the way companies communicate around the world Crypto 👾 - Bitcoin has reached its highest price since the halving event in April, hitting $67,422 before experiencing a slight dip. Over the past week, the cryptocurrency has risen by more than 9% and is currently priced at $66,750. Despite dropping after the halving, Bitcoin has been steadily increasing in value, although it is still below its all-time high of $73,737. - GameStop tribute coin on Solana, called GME, has seen a significant drop in price, falling 69% from its all-time high this week. Despite this, the token is still up 1,080% over the past week, outperforming the actual GameStop stock. The recent spike in GameStop's share price was short-lived, possibly due to the lack of meaningful activity from Roaring Kitty, the trader who helped spark the meme stock craze. Law and regulation 🕵️ - The SEC has approved applications for spot Ethereum ETFs, allowing for Ethereum trading on Wall Street. This approval comes after speculation that the SEC would not move forward with these applications. The decision is seen as a victory for the crypto industry and acknowledges that Ethereum is not considered a security. - At the Viva Tech conference in Paris, Amazon CTO Werner Vogels and Google SVP James Manyika highlighted AI's potential for economies and communities. This followed the EU's approval of the AI Act, which sets comprehensive AI regulations. Major U.S. tech firms are seeking to appease regulators amid criticism of their impact on smaller companies across various sectors. Disruptiv Figure 📊 Pandemic Winners Face Post-Pandemic Struggles Zoom Video Communications reported modest earnings growth for Q1 FY2025, disappointing investors compared to its pandemic-era boom, as office returns and competition from Microsoft Teams, Cisco’s Webex, and Salesforce’s Slack take their toll. Other pandemic beneficiaries like Peloton, Etsy, Moderna, and DocuSign also experienced sharp declines, with stock prices falling over 70% from their pandemic peaks, highlighting the challenges these companies face in the post-pandemic world. Source: Statista [30055] [INSTAGRAM](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3kSW5jfs6r6Tc41RW5GjYNG49kWMwW2qw76M4y7WjhW2kh3fB7r6XD4N48WT15x_HWtW39qRZ16PpBcsN5mYDj0CGZJvW7JnwJh2KHS8JW4pN2T38gyqy-W5rldDk6yYQT2N2M6wW98vzdZVsqg4j7DNQ2KN4JsQh1FFB-QW8F4gdv14hpBxW7zbdpw8XD_1lW3PHHS-1pW6y3W3nyRtn8pn9QqW8cv8wl8CzmHwf7jsxF404)Highlights Click [here](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3ncW2y3G2t1XvzCfW1L9bfq8WnsZBW57bTLN3-hvkLW94pdF95pZ0F7W81pwF-1ZjMPMN7d71mT_CgCNW8LyDL51WR7S8W5NYNzQ5PVGfGW9fyky16hY21rW2JX4m07QsfSFW6-BLQ_4RZgB0V-y9H7486vzhW7lv85V76p9FvW5_MZJP8tQNRNW3df4Rf1xQvhxW7gGdxl2TMBqlW4QRCbS6Q7cBZW2T9_Q52fwR_3d3MF3K04)to see our page. [ambass] Don't forget to... [Start trading](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4p02-ZVTW6N1vHY6lZ3kPW1pJVcT2b7l-5W7MH1cn1Vbv94W19bzz47LHs3GW2F5wQ07SdCHkVgx45n8s8Q-nF22nKHLL6cFW66zWgn680DxsW1BHvPT7Gh0ZXW60K0fd8h7mqYW1f8pgl1z-bvNW6Nnf6G3xVRS6VLLgwR69bjyDW6fL2Yd1yPzwRW4M_mjL8bxpJQW2sVPgy825ZsPW548Tyz26MwP8W1m65Ry1ch0GlW1m9Rtd7lz8MHW1vZ0br7r2stFW30B8lj3H4MH3W3Bqf_J3FfXVmW6_nYHf8fFN-6f31lZ0-04) [logoflowbank-tagline] [Contact us](mailto:research@flowbank.com) [Facebook](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3lCW18mx8M6DmMKSW5JXhqf8MqlHdW7G6C1l4yZHrvW5dmplp1pKR06W5ZnnNs43BnfDW27dBYt3F6G6HW4n00ll4ckxwdN5h5WjKv7HjVW2BQ6H_7TDM7bV-Gr-Z8ql0PXW4wy-pN5xVkS3W3ym4N41ZJq5GVc2QCB93jBrCW5jb4dm4-JBC2W3qw6rK3hd2BxN8m3dD8Kbm_2N7HYMb_mxJH-V2hKVP8HtHTyf5stcVl04) [LinkedIn](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3nFW78M7hK6QNcSFW1Z77ss6Jq_qZW7w7_4C2ZRvdYW71d0kb2TNY2FW3sH6WF8H4cvkW2rGY0H7tZr1sW47hl8F6Ltd7JW2v3W4b4YN3P3W4-V-Dg1zdrdLVh54XM7zNbYWVV0_TT7wGRSyW2_5tLn6TrRlxW32TBky4WPhtYW1p6MRB8CnrT0W4-xBlJ8DFvQZV-vYD73kg--KW3w0VQ65Y4WYnW7cfrSS6-5vVTf2qStZF04) [X](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4n62-ZVTW50kgx26lZ3m0VCKMqq8NGX9WVmCg8L1XvYLhW6-8cdv6HDgvxW2GcLp63XTNP9W6p3GBq4sKwPnW1p4LtY4my5F5W4ktFzG4KSSpbW72-c4p8W5h4_W1whBg55c1055W6ZsdCv3_kqB0W4JthpS903PZhW6-Vrp_9d0bXqW173z255Kmkc_N7b04XLn7sF6W706tTW1kQY7lW99z9Lh3pfGSBdP8-yY04) [Instagram](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3kBW6l0Tnk6rtFwHW36yTpf97x-2GW7Vm_NW4H4KkyW718QgS5KRgPQW3MHxgN2-jBq9N5lB38jBrcr8N1P3Z8Mt6sYNVkTX2M3pt3pgW1zf0bv7-fFbgW563D2_12fQ5JW5h5Q8S8SWk-TW21XDNd8hMzZ_W3rfztC33K1Q9W4Wv3MR3_0h1yW5znwQP5D4Q9BVwNvhT3Tnk5BW7t4P3k7bXt4ZW2YPsdx2Db3-Zf4bZQbW04) [Facebook](113/cXx8Z04/VWsFYD4p2r_xVPBhz75gf1kQW4nNzqf5fvGZZMXl4nq2-ZVTW5BW0B06lZ3lMW8f5W388w2hvJW28wQDY1vTnY3W9fTTSC6Vk2nsW6WXFvR120BXSW3w0pYr7rsxsdW5LNgLj5zDZbnN70q8Yp5ww8TW2_zl_v1mgSWJW9gLBWL4XXZZjW3YVHCT6KqvxjW4c59138mkvZ8W3C2fBq5GRHY1W2gnZ899dXj4dW4C5PHQ1dGGSwW6YMS2692zxN3W8dNJPn5VDSrDW1JByCQ4r7zr4W3yCZQx94_l0vf7Y_ps404) FlowBank SA, Esplanade de Pont-Rouge 9, P.O. Box 1303, 1211 Geneva 26, Switzerland, +41 (0) 22 888 60 00 [Unsubscribe]( [Manage preferences](