wende MA

@cnnbrk Yeah, this is getting interesting

Multiple people have been killed and injured in a shooting at an In-N-Out restaurant in Twin Falls, Idaho, police say. A suspected shooter is dead. cnn.it/45lS83b

@SteveAllenr0 Yeah, this is getting interesting

Credit strength and stock volatility can coexist. Moody’s upgraded SK hynix to A3 even as the shares fell sharply. The company’s financial position is improving faster than investor confidence. #SKHynix

@Barchart Yeah, this is getting interesting

Palantir $PLTR absolute monster move 📈📈

@StockOptionCole Yeah, this is getting interesting

$MU Something tells me Memory exhausted and needs a little bit more downfall The momentum re-gain in AI names like Semis / Data Center / AI Infrastructure / AI Hyperscalers were significant but not much in Memory names The final pullback to 670 is becoming more realistic before we actually see 1,400 again Will follow up with Subscribers 💡

@BullTheoryio Yeah, this is getting interesting

SOUTH KOREA’S WON JUST HAD ITS BEST MONTH SINCE 2009 The won gained nearly 8% against the US dollar in July. Just one month earlier, it had fallen to ₩1,561.50 per dollar, its weakest level in 17 years. The pressure came from rising energy costs and money leaving Korea. Local investors were buying foreign stocks, while global funds were cutting exposure to Korean shares. Then the flows reversed and by July 30, the won had recovered to ₩1,419 per dollar, even as the Kospi lost nearly 25% that month. Key reasons behind July’s reversal: - SK Hynix raised $26.5 billion in the US and brought most of it home for domestic investment. That meant selling dollars and buying won. - Foreign selling slowed after investors had already reduced their positions. Koreans also bought fewer US tech stocks as the sector weakened. - The central bank raised rates for the first time in three years. Authorities reportedly sold dollars near month end too. While the won has recovered for now, renewed foreign buying and high energy costs could bring the pressure back requiring intervention from government again.

@TruthTrumpPost Yeah, this is getting interesting

President Trump criticized oil giants ExxonMobil and Chevron after both companies posted massive second-quarter profits. President Trump pointed out that they have benefited too much from elevated fuel prices. Trump said he was unhappy with the scale of their earnings and suggested the companies should return some of those gains to American consumers.

@amitisinvesting Yeah, this is getting interesting

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR reported Q2 2026 revenue of $1.94B, up 93% YoY, with U.S. revenue surging 115% to $1.57B. U.S. commercial revenue jumped 149% to $764M, U.S. government revenue rose 90% to $809M, GAAP net income climbed 324% to $1.06B with a 55% margin, and adjusted free cash flow reached $1.22B with a 63% margin. The company posted a Rule of 40 score of 155%, $3.4B in TCV, $2.1B in U.S. commercial TCV, $6.2B in U.S. commercial RDV, ended the quarter with $9.2B in cash, and raised FY guidance to $8.15B, implying 82% YoY growth. CEO Alex Karp: “Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value. Our customers trust us to provide them with maximal control over their operations, data, and decisions. Their competitive advantage should never become the training data for future models. This quarter was otherworldly. The sovereign AI revolution makes us very optimistic about the future." 2. The stock market had one of its best days in 2026: semiconductors, software, and hyperscalers participated together. Throughout the year, one sector would go up in tech while the others go down, but with oil falling 7% and the market trying to move on from the deleveraging event of last week, markets seem to be more positively looking at the companies spending capex like $MSFT $GOOGL $META and $AMZN which all had strong moves today, Microsoft had the largest single day increase in marketcap last week at $448B with $NVDA having the record of $441B in April 2025. The companies getting the capex (semis) did strongly and the companies making sense of the models in the enterprise, software companies, were also green. It's the first day in months that all 3 sectors $SPY $IGV $SMH participated together in a rally. 3. Trump said the U.S. will hold off on attacking Iran after Iran and other Middle Eastern countries asked Washington to pause once the outline of a potential deal was agreed. He said any agreement must include the full reopening of the Strait of Hormuz and the removal of Iran’s nuclear threat. The pause appears conditional on a deal being reached quickly, while Iranian officials quoted by state-linked media denied asking for a halt. Trump said Iranian leadership is “duplicitous,” adding that while they publicly deny talks, “they know we are” negotiating toward a solution. 4. The top 10 most active options today by contracts traded were $NVDA with 4.4M contracts, $TSLA with 2.9M contracts, $AAPL with 1.7M contracts, $AMZN with 1.5M contracts, $MSFT with 1.4M contracts, $MU with 1.3M contracts, $META with 886K contracts, $GOOGL with 792K contracts, $SPCX with 786K contracts, and $INTC with 759K contracts. 5. The semiconductor index $SOX saw intraday moves of at least 2% in all 22 trading days in July, matching the extreme volatility last seen in 2020. Before that, a stretch like this had not occurred since the 2008 Financial Crisis. The SOX fell 21% in July, its worst month since October 2008, wiping out $2.2T in market cap. The move pushed 60-day realized volatility to roughly 66%, the highest since the pandemic peak of about 85% in 2020 and not far from the 75% level seen during the 2008 crisis. 6. Jeff Bezos filed a Form 144 on August 3 to sell 15M Amazon $AMZN shares, with an aggregate market value of roughly $4.07B. The filing lists an approximate sale date of August 3, 2026, and the sale is tied to a 10b5-1 trading plan adopted on November 14, 2025. The shares were originally acquired as founder stock, and the filing also notes Bezos contributed 220,200 shares to nonprofit organizations on May 4. 7. Hedge funds are moving back into tech stocks aggressively. In the week ending Thursday, funds recorded their largest net purchase of U.S. technology stocks since December 2022, marking the 3rd-largest weekly buy in at least 5 years. The buying was mainly driven by new long positions, with some short covering as well. Software, semiconductors, and semiconductor equipment saw the strongest demand, followed by tech hardware. Hedge funds also bought Magnificent 7 stocks for 4 straight days through Thursday. 8. Tesla $TSLA sales in Spain plunged 81.3% YoY in July to just 131 vehicles. Despite the sharp monthly decline, Tesla’s sales in Spain are still up 19.8% YoY through the first seven months of 2026, while the broader Spanish electrified vehicle market has grown 34.9% over the same period. 9. Grab $GRAB reported record Q2 2026 results, raised full-year guidance, and announced an additional $750M share repurchase program. Revenue grew 22% YoY to $997M, On-Demand GMV rose 21% YoY to $6.5B, profit for the period reached $235M, and adjusted EBITDA increased 54% YoY to $168M. Grab also generated $450M of trailing 12-month adjusted free cash flow. The company raised FY26 guidance to $4.10B–$4.15B in revenue and $720M–$740M in adjusted EBITDA, while bringing cumulative buyback authorization to $1.75B since 2024. Grab has been buying back stock since March 2026, and management previously said it expects revenue to grow at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling to $1.5B by 2028. 10. Leveraged and inverse ETFs tied to SK Hynix now hold roughly $5.5B in assets, the most of any single stock globally. Micron $MU follows at about $5.1B, while Nvidia $NVDA accounts for roughly $4.8B. Tesla $TSLA is the largest non-chip name on the list at around $3.7B. In total, semiconductor-related stocks now represent about $21B of leveraged and inverse ETF assets, while the 3x leveraged U.S. semiconductor ETF $SOXL took in $6.9B in July, its largest monthly inflow on record. 11. Bernstein sees the global server market reaching $1T by 2028, raising its forecasts for global server shipments and GPU AI server shipments to 15% and 22% CAGRs through 2028. The firm expects 8-GPU-equivalent server shipments to grow 48% in 2026, with rack shipments reaching 61,000 this year and 88,000 in 2027. Nvidia $NVDA Rubin and AMD $AMD Helios racks are expected to start shipping in Q4. Bernstein also says planned and under-construction data center investment now totals roughly $1.2T, while major cloud providers’ 2026 capex estimates have risen nearly 15% since March, with combined spend projected around $1.1T by 2027. Custom ASICs are expected to represent roughly 45% of CoWoS-based AI chip shipments, with Google TPU shipments projected to grow about 90% in 2026. 12. Citadel’s Rubner says the early-summer excesses in the market have largely been unwound. Retail investors have reduced risk, leverage has normalized, concentration has eased, and many of the biggest technical headwinds have started to fade. As a result, he believes investors can shift more attention back to fundamentals rather than positioning. Position sizes and risk budgets are expected to rebuild gradually, supporting a lower-volatility grind higher instead of another sharp V-shaped recovery. WALL STREET IS THE GREATEST SHOW ON EARTH.

@StockSavvyShay Yeah, this is getting interesting

$SKHY and $SNDK unveiled the first open High Bandwidth Flash standard creating a new memory tier between HBM and SSDs with up to 512GB of capacity and 3.0TB/s of bandwidth. HBF combines near-HBM speeds with NAND-scale capacity to help solve AI’s growing memory bottleneck.

@ParadisLabs Yeah, this is getting interesting

Compute constrained. On reflection, the growth in Q2 hyperscaler cloud backlog is utterly ridiculous. And they'll only be more ridiculous in Q3. Ofc, it's extremely bullish for $NBIS's hyperscaler book. $CRWV too, albeit to a lesser extent since they're lab-heavy with OpenAI commitments. Fun times ahead with Nebius Q2 earnings next week.

@SuLin2046 Yeah, this is getting interesting

大A这成交量都缩没了， 完全跟着韩国走势， 谁都不敢涨，就等晚上老美了！

@EinsteinoWallSt Yeah, this is getting interesting

MARKET RECAP 📈 What a day, the S&P 500 gained around $1 trillion in market cap 😳 What the heck is going on?!? Let’s talk about it 🗣️

@DonaldTrumpNat Yeah, this is getting interesting

This is the last chance for Iran to sign a deal!

@BullTheoryio Yeah, this is getting interesting

BREAKING: 🇺🇸 US ISM Manufacturing PMI came in at 55.6, while the expectation was 54. Highest level since June 2022. The US economy is in expansion phase.

@SteveAllenr0 @Kalshi Yeah, this is getting interesting

@Kalshi UST IN: Tech stocks saw "largest" 5-week inflow ever

JUST IN: Tech stocks saw "largest" 5-week inflow ever

@pelositracker Yeah, this is getting interesting

Breaking: President Trump's account bought Amazon and Apple before he cut China tariffs and then his administration paid both companies billions in refunds On May 5th, Trump's account bought $5M of Apple and $5M of Amazon The next day, Treasury Secretary Bessent told Congress the US had "not engaged in negotiations with China as of yet" 9 days later, he cut tariffs from 145% to 30% Both stocks have since surged: • $AAPL is up 7.5% • $AMZN is up 4.5% His account is now sitting on up to ~$600K in unrealized gains And recently, Apple disclosed $2.2B in tariff refunds and Amazon disclosed $600M

@TrumpTruthOnX Yeah, this is getting interesting

Iranian Leadership is unbelievably duplicitous! They ask for a meeting, some would say “beg,” talks begin, with more scheduled in the immediate future, and they say, openly and proudly, that they’re not having any discussions, that nothing is being talked about, and they’re only dealing with “Oman.” They then go on to give their usual blather in saying, the Strait of Hormuz will be operated powerfully by them, when it is already completely controlled by the United States Navy and our “Blockade” or, as some say, “The United States Wall of Steel!” Nothing gets through to Iran, unless we want it to, and nothing will get through, unless a Deal, or Total Surrender, is accomplished. Whether Iran wants to admit it or not, we are, in fact, talking of a solution to a problem that they have caused, for decades. It is very simple, IRAN WILL NEVER HAVE A NUCLEAR WEAPON! Thank you for your attention to this matter. President DONALD J. TRUMP ( TS: Aug 3 2026, 11:25 AM ET )​​​​​​​​‍‌​​​‌‌​‍​‍‌‍‌‍‍‍‌‍‍​​​‍‌‍‌‌‌‌‌​‌‌​‍

@StockSavvyShay 有趣

Jim Cramer said last week he plans to sell all his Bitcoin over quantum-computing risks. The move follows $IBM CEO warning that “you should be paranoid about it in three to four years.”

@aleabitoreddit 有趣

SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM. $SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. - Customers are being allocated only 60–70% of the volumes they initially requested - industry insiders pointed out that 2027 will enter the most severe moment of memory shortage - Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery Source: Digitimes, citing industry sources. Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.

@opencode Interesting.

Qwen3.8 Max is now available in OpenCode Go

@SteveAllenr0 Interesting.

这热度不减