Unsolicited (not) Financial Advice

Its been a brutal year for drone stock investors... Who's most likely to stage a comeback here? 🔴 $UMAC -51% 🔴 $SWMR -56% 🔴 $ONDS -58% 🔴 $RCAT -59% 🔴 $KTOS -66% 🔴 $AVAV -66% 🔴 $AVEX -66% 🔴 $DPRO -71%

Next week’s earnings. Gonna be a doozy. $TSLA $GOOGL $INTC $NOK $NOW

MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨 Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵

🔺 JULY 17 RECAP The U.S.-Iran war escalated sharply Friday, with American forces striking bridges and other infrastructure deep inside Iran as Tehran launched widespread retaliation across the Gulf and beyond. Below is what was reported across the different theaters. 🇸🇦 Saudi Arabia ➤ Iran said it struck Prince Sultan Air Base, which hosts U.S. aerial refueling tankers and surveillance aircraft, in what would be the first attack on the base since late March. The claim could not be confirmed. 🇯🇴 Jordan ➤ Iran heavily bombarded bases hosting U.S. forces, with footage appearing to show Iranian missiles evading Patriot PAC-3 air defenses. ➤ Iran’s regular military, the Artesh, said it targeted U.S. fuel-storage facilities at Muwaffaq al-Salti Air Base in Azraq. 🇰🇼 🇧🇭 Kuwait and Bahrain ➤ Kuwait and Bahrain came under heavy missile and drone attack. Kuwait’s Shuaiba power and desalination complex was struck and several soldiers were wounded, while Bahrain reported a facility on fire. ➤ The Artesh said it targeted a U.S. ammunition depot at Camp Buehring, a major U.S. Army installation in northern Kuwait near the Udairi Range. It also claimed attacks on command buildings, ammunition depots, and several bridges at Ali Al Salem Air Base and elsewhere in Kuwait. 🌊 Strait of Hormuz ➤ Iran struck a U.S.-linked, Thailand-flagged vessel with anti-ship cruise missiles. Separately, Tehran said two tankers caught fire after entering a mined route through the Strait of Hormuz that Iran had declared off-limits; CENTCOM denied that mines caused the incidents. 🛣️ Iran ➤ The U.S. struck another bridge, and possibly several, along routes linking Kerman and Hormozgan provinces, extending its campaign against Iranian transport infrastructure. Iranian authorities said U.S. strikes on bridges in Hormozgan killed at least seven civilians.

Jim Cramer says $NBIS is a “very good company” caught at the center of the current AI frenzy. He expects further downside and says another buying opportunity will come but “that time is not now.”