Well St Euglen

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

Reserve is launching 5 AI supply-chain DTFs for eligible users outside the US who want onchain exposure to the physical buildout: $BUILDOUT: chips & hardware $POWER: data-center power $PHOTON: optical networking $NEOCLOUD: rented GPU compute $ROBOTS: physical-world AI A lot of investors outside the US still want exposure to one of the biggest industrial buildouts happening right now, but getting that exposure is messy: limited access to US equities, too many individual names to research, and no clean way to separate the real bottlenecks across chips, power, optics, compute, and robotics. The scale is hard to ignore: US data-center power demand is estimated to roughly triple by 2030. AI optical component spend is projected to grow from around $15B in 2026 to $154B by 2028. Neocloud / GPU-cloud demand is being modeled as a market that could grow from roughly $35B in 2026 to over $180B by 2030. The AI buildout is not one trade. It is chips, power, optics, compute, and robotics all moving together as a supply chain. Reserve is making that supply chain tradable onchain.

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

$META TURNS GREEN AFTER META UNVEILED MUSE SPARK 1.1 WITH ITS FIRST PAID DEVELOPER API.

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

PepsiCo $PEP warned of “higher input cost inflation” in H2, saying U.S. consumers face “rising inflationary pressures.” CEO Ramon Laguarta said the near-term U.S. outlook “all depends on the price of gas,” while international markets “have remained very resilient.”

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

$META Platforms unveiled a paid AI developer model for the first time. Zuckerberg said the updated Muse Spark 1.1 outperforms Gemini tools, adding another AI product to Meta’s developer push.

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

$META is launching its first paid AI developer model/API The new model, Muse Spark 1.1, is not open-source and will charge developers after a free token threshold. Zuckerberg said: “This is I think the first time that we’re doing a real serious API.” He also said pricing will be “very aggressive and attractive,” with Bloomberg noting it is roughly 25% of the cost of top models from OpenAI and Anthropic.

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

Cresta launched Training Simulator, using AI agents to train human contact-center agents before they handle live customers. It creates dynamic simulated customer conversations from real customer interactions, then pushes back, escalates, and scores agents using the same quality criteria used on real conversations.

@wallstengine My strategy plan !✈️. ⤵️⤵️ 👇

SK HYNIX IS SAID TO GUIDE ITS U.S. OFFERING PRICE AT $149 PER ADR, ABOUT 3.1% ABOVE ITS KOREA CLOSE.

@wallstengine My strategy plan !✈️. ⤵️⤵️ 👇

Micron $MU poured first concrete at its Clay, New York semiconductor fab site, moving into vertical construction more than one quarter ahead of schedule. The company also raised planned U.S. investment to over $250B through 2035, driven by AI memory demand. Key numbers: Up to 4 fabs at the New York site 50,000 expected jobs in New York 9,000 direct Micron jobs Over 90,000 jobs projected across U.S. sites Long-term goal: produce 40% of Micron’s DRAM in the U.S. Micron also plans up to $3B to support the domestic semiconductor supply chain.

@wallstengine My strategy plan. ⬇️ 👇

Apple $AAPL has held talks with PrismML about using its tech as it pushes more AI on-device. PrismML says it compressed Alibaba’s 27B-parameter Qwen 3.6 model from ~54GB to under 4GB and ran it on an iPhone 17 Pro with all parameters active. Source: The Information

@wallstengine My strategy plan. ⬇️ 👇

@wallstengine My strategy plan. ⬇️ 👇

MICRON $MU RAISES PLANNED US INVESTMENTS TO OVER $250B THROUGH 2035

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

Micron $MU plans to invest up to $3B in the U.S. semiconductor supply chain, including $500M to help GlobalWafers expand its 300mm raw silicon wafer plant in Sherman, Texas. The companies also plan a 10-year supply deal for Micron.

@wallstengine My strategy analysis ! ⬇️as follows 👇 👇 👇

US JOBLESS CLAIMS 215,000 IN JULY 4 WEEK; EST. 217K

@wallstengine My strategy analysis ! ⬇️as follows 👇 👇 👇

Enovix $ENVX named former Apple operations exec Michael Vyvoda as COO, effective July 29. He helped scale AirPods manufacturing and will lead global manufacturing, supply chain and ops engineering as Enovix ramps Malaysia/Korea battery production. Q1 revenue rose 49% YoY to $7.6M.

@wallstengine My strategy analysis ! ⬇️as follows 👇 👇 👇

$MARA signed a deal to acquire a 1,200+ acre powered land site in Matagorda County, Texas, from HIF USA. The site is expected to access up to 1GW by Oct. 2027 and 2GW by Apr. 2028 for HPC and Bitcoin mining, bringing MARA’s potential power capacity to ~4.8GW.

@wallstengine My strategy analysis ! ⬇️as follows 👇 👇 👇

Bloom Energy $BE REJECTED Hunterbrook’s short-seller report, calling its financial and accounting claims “false and misleading.” The company said its scandium oxide supply is not China-dependent and that it has supply-chain visibility to support 25GW/year output.

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

Lilly $LLY will present 16 Alzheimer’s abstracts at AAIC 2026 in London from July 12-15. The lineup includes donanemab data from TRAILBLAZER-ALZ 6 and ALZ 2 long-term extension, plus P-tau217 blood biomarker results compared with amyloid PET.

@wallstengine My strategy analysis ! as follows📈📈 👇 👇 👇

$AEHR Test Systems received a follow-on production order from its lead silicon photonics customer for a fully automated FOX-XP wafer-level burn-in system. The system can test up to nine 300mm wafers in parallel, supporting optical I/O for AI and cloud data centers.