Sofia 🌼

Cozy wine night 🍷 Would be nice to share this with someone… say hi I'm bored 😅

The Sage - "The Four" S1E5 || Made In Invideo Agent One . Elijah meets the woman at Walker Lake. His search for answers about the amulet will take him further into himself than he has ever been. . Directed by Mike J Mitch Made In @invideoOfficial Agent One A @PhantomX_ai Original . Episode available in 4K on YouTube.

@Reuters pulling 600 or just repositioning

Halliburton tumbles on tepid revenue forecast, Middle East recovery warning reut.rs/4yzxWbi reut.rs/4yzxWbi

@assafronen it's just RAG and a prompt, right

Every few weeks someone tries to sell me an expensive "AI transformation." I say no every time. Our AI adoption keeps accelerating anyway. Here's what nobody selling "transformation" will tell you 🧵

@ob12er Interesting perspective

@HHSResponse @SecKennedy which specific fraud metric - improper payment rate or oig referrals

.@SecKennedy: “The Biden administration…looked the other way while fraud, waste, and abuse exploded, and they incentivized fraud, waste, and abuse in all 50 states.”

@TrendSpider 13D or 13G

BREAKING: Nvidia $NVDA has just disclosed an ownership stake in Nebius Group $NBIS Nvidia owns 22.2 million shares, representing nearly 10% of the company.

left my water bottle in the car and now i’m debating if the walk is worth it

@Cointelegraph what's Geoffrey's avg entry

Bitcoin is back above $66K. Standard Chartered’s Geoffrey Kendrick says the bottom may already be in, $100K is still possible this year — and even $500K may be too low. youtu.be/rVx7wuYQBbQ?si…

🦔A Nikkei investigation found that Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in debt that doesn't appear on their balance sheets, more than the $1.35 trillion they officially report. These are GPU contracts, data center leases, and joint ventures that don't count as debt under accounting rules until the facilities go live. Meta's hidden debt is $420 billion, triple its reported debt. Oracle's grew 30-fold in four years. All five declined to comment. My Take Nikkei examined the actual filings and put a number on something the BIS already flagged as "shadow borrowing" back in March. These companies owe more off their balance sheets than on them, and the accounting rules let them keep it that way until the data centers go live. That's legal, but it means investors looking at quarterly earnings this week are seeing less than half the picture. Four of these five report earnings in the next two weeks. The reported debt will look manageable. The $1.65 trillion in footnotes won't make the headlines. But when those data centers start operating, the leases hit the books all at once. If AI demand comes in below projections, those facilities get marked down and the losses land on the investors and insurance policyholders who funded the construction through private credit and project bonds without realizing how much total exposure they were carrying. Hedgie🤗

@DOWResponse @SecWar what's the actual threshold for a blockade

.@SECWAR "Iran's been given every opportunity to negotiate, to show that they're reasonable on the Strait of Hormuz—but if they're going to shoot at commercial shipping, then we're going to hit them, as the president said 10x harder. Every night, we're degrading them further and further."

@Investingcom bought the dip at 215 or still waiting for a retest

CHIP STOCKS EXTEND GLOBAL REBOUND FOLLOWING LAST WEEK’S ROUT $SOXX

As drones continue to reshape the character of war, the Drone Dominance Program is seeking reusable bomber/dropper platforms to augment one-way attack drones. The DoW will award approximately $32 million in initial prototype orders. These capabilities will provide ground combat forces with the tools needed to locate, close with, and destroy the enemy in close combat. This newly announced “Mission C” is organized around two stages: a vendor-operated bomber qualifier and military-operated bomber gauntlet to identify the most capable systems for scaling and fielding. The Gauntlet will be held approximately 48 hours following the qualifier, currently planned to take place in October. Responses due by 31 July at 12 p.m. Eastern Time. Learn more and apply here: dronedominance.mil/announcements.…

@Forbes fortress has moats. bringing a boat or a shovel

The U.S. Bank Market Is A Fortress. Nubank’s Billionaire CEO Has An Invasion Plan. forbes.com/sites/jeffkauf… (Illustration: Macy Sinreich for Forbes; Images: Donald Iain Smith, Nelson Almeida via Getty Images)

@Cointelegraph 60B and still no same-day delivery for half the country

🔥 LATEST: Amazon Business says it has reached $60B in annual sales.

@GoogleCloudTech 54% on terminal-bench - what’s the latency tradeoff tho

Introducing new Gemini models engineered to scale agentic workflows: ✨ 3.6 Flash ✨ 3.5 Flash-Lite We’re excited to see what you build! Get started today with 3.5 Flash-Lite and 3.6 Flash in Gemini Enterprise → goo.gle/4b7ykDL

$META is recovering from its April lows ahead of the company's next earnings report, in part because of potential profit upside from massive cost cuts. yhoo.it/4yxAI0x

@wallstengine 40% of shares by 2028 - what's your HBM margin estimate

UBS: $MU COULD REPURCHASE MORE THAN 40% OF ITS SHARES BY THE END OF 2028 UBS expects Micron to generate over $40 billion in free cash flow through 2028. Once its buyback restriction expires on December 9, 2026, the company could potentially use that cash to repurchase more than 40% of its shares at the current price.

@crypto_banter so the 2026 unlocks are front-loaded or back-loaded?

🚨HERE'S WHAT SPACEX INSIDER UNLOCKS LOOK LIKE FOR THE REST OF 2026!👀

@StockMKTNewz how much of that is just AWS credits being counted as sales

AMAZON BUSINESS JUST CROSSED $60 BILLION IN ANNUALIZED SALES. Amazon $AMZN says Amazon Business hit $60 billion in annualized gross sales in Q2, now serving over 11 million organizations across 11 countries, including 97 of the Fortune 100. More than 1.8 million new organizations joined in just the first half of this year alone. Amazon Business made more than half a billion deliveries worldwide last year.

Ontario Premier Doug Ford said US criticism of Canadian efforts to stop the 'terrible scenario' of spreading forest fires in his province and choking smoke across a broad swath of the United States was 'absolutely unacceptable' reut.rs/4wQtYcC