Chrisruppert

$QQQ $NDX $NQ_F Coiled like crazy. We may be close to everything ripping together instead of this bifurcation shit PA.

$AMD.

2.5x increase in usage of our agentic products (codex and chatgpt work) in the last week! welcome.

Very cool prices in the June CPI were across the board. Core goods declined for the second straight month, down -0.09% Housing was up just 0.12% Core services ex-housing was -0.2%, the lowest since the lockdowns.

@NickTimiraos x.com/zerohedge/stat…

Supercore CPI (-0.2%) also biggest monthly drop since covid, led by drops in Education & Communication, and Transportation services.

Biggest drop in monthly headline CPI (-0.4%) since covid crash. Core CPI also lowest since covid.

Core CPI *declined* in June, falling -0.02% and reducing the 12-month rate to 2.6%. Headline CPI also fell, and by a larger-than-expected -0.42%, lowering the 12-month rate to 3.5%.

Nebius $NBIS agreed to sell $1B+ of AI compute to Reflection AI through 2029. The deal gives Reflection AI access to Nvidia GB300 chips. Reflection AI, founded by two former Google DeepMind researchers, also signed a multibillion-dollar compute deal with SpaceX last month and has reportedly discussed raising $2.5B at a $25B valuation. Nebius already has compute agreements with Microsoft and Meta.

Oman's Foreign Ministry: We continue the transparent and neutral cooperation with all parties to restore freedom of navigation in the Strait of Hormuz.

Beautiful result on 2-primitive sets! GPT-5.6 just solved another 50+ year old problem (Erdős #793)

Let’s see how it goes tomorrow. They tapped it overnight (per usual).

AWS: OpenAI GPT-5.6 Sol, Terra, and Luna now broadly available on Amazon Bedrock - Blog

SoFi $SOFI CEO took a gulp... 🥤

Trump on Iran: believes a deal is achievable

As organizations move from AI pilots to production, infrastructure decisions have shifted from peak chip specs to cost per token: how many useful tokens they can deliver per dollar, per watt, and within required latency targets. NVIDIA's full-stack inference software continuously improves hardware performance — so that number keeps improving, even after deployment. See the 🧵

TRUMP ON IRAN: THINK A DEAL IS POSSIBLE

TRUMP ON IRAN: THINK A DEAL IS POSSIBLE

🔴 MOC IMBALANCE S&P 500: 2073.1 MLN NASDAQ 100: 1325.7 MLN DOW 30: 201.1 MLN MAG 7: 351.4 MLN $MACRO

Oman: We prioritize engagement with iran to ensure freedom of navigation.