Andy

@MartyChargin Add some $CAKE to the $CROX.

$CROX .... can’t stop.... wont stop...

@MartyChargin AI has been dumped into the crusher...

$SNDK ... With that ‘fade” today... this stock is down 30% on the week.... and 43% off its 52 week high of $2,354.29 on Jun 22....

@MartyChargin Trump needed this deal because manufacturing construction in a decline. Can make it look like tariff win.

$TSM ... Taiwan Semiconductor Manufacturing: The Trump administration secures an additional $100 billion U.S. semiconductor manufacturing investment for a total of $265 billion from TSMC (419.48) "As a result of the historic deal related to U.S. and Taiwan Trade and Investment announced in January 2026, TSMC has just announced an incremental $100 billion investment for a total of $265 billion in the U.S. This investment will result in four additional advanced semiconductor manufacturing facilities, bringing the total to 12 leading-edge semiconductor and packaging facilities. Today, the White House and the Department of Commerce announced an incremental $100 billion investment by TSMC for advanced semiconductor manufacturing and packaging facilities in Arizona. With the additional facilities, TSMC's $265 billion investment will provide a total of 12 facilities in the United States. This follows the March 2025 announcement with President Trump and Secretary Lutnick, in which TSMC agreed to expand its original $65 billion investment commitment by an additional $100 billion. The total planned investment in the United States is now a record $265 billion."

@MartyChargin From 6ish sunrise to 230, 3pm it is 100+ fish. The bite goes dead after

@AndyFanter Yo Andy... you are out bright and early... I like it!.... and... the fish do not have a chance....

Have a great morning.

@MartyChargin I made 10%, thanks.

$AEHR ... cover....cover....cover...

@DeItaone More empty soybean deals??? 😆🤣😂😹

TRUMP TO REPLACE 20% HORMUZ CARGO FEE WITH TRADE DEALS

@MartyChargin Most of the day no wind, it was a little challenging to hit 100. Calm days are great for wipers, walleyes, catfish, but the big numbers are in white bass and they like some wind. 724 in July so far, 5427 YTD.

@AndyFanter Yo Andy ... only caught 100 fish today? Was it a slow day or something???🤣😂

There ain’t no cure for the Summertime Blues😂🤣....except golfing and fishing.... youtube.com/watch?v=as1NcX…

@MartyChargin Great to see you golfing again, hydrate!!

Another great day at the yard🏌️‍♂️⛳️... It was a bit warm (105 degrees) ... so warm that my iPhone shut down due to the heat🤣😂

@MartyChargin Reel screaming wipers

@AndyFanter Get em Andy

Have a great weekend.

@MartyChargin @rubinj57 Yesterday, similar conditions I caught 6 in 5 hours. Two days ago 114...you never know.

@AndyFanter @rubinj57 There it is... the fish have no chance with Andy on the lake... and his Garman working😂🤣they are practically jumping in his boat

Jim, two big walleye released, 25in, 24in.

@MartyChargin @rubinj57 Making trails....115 so far

@AndyFanter @rubinj57 Yo Andy... where is the Garman?😂🤣

@MartyChargin Rack is sagging -32%... lol

$RXT ... nice rack... Rackspace Technology expands AI partnership with Palantir (PLTR) (6.58) Rackspace signed a definitive agreement with Palantir to deploy and manage Palantir Foundry and AIP for regulated, sovereign and mid-market enterprise customers.Co was named a preferred partner for on-premise, private cloud and sovereign deployments, combining its managed infrastructure with Palantir's AI software platform. Rackspace has expanded to approximately 400 Palantir certifications and plans to deploy Foundry and AIP across more than 70% of its own back-office operations. Companies will jointly target customers in healthcare, financial services, energy, private equity and other regulated industries.

@MartyChargin Garmin did the work today, find fish, mark fish, make a route. Farming today, trolling old rock grain silos that were made into piles by the Army Corps of Engineers when building the lake.

114 released....great day!