350 Capital

@Osint613 @Micro2Macr0

U.S. Apache gunships spotted over the Strait of Hormuz.

@Osint613 @Micro2Macr0 Anyone see the movie Ted? Apaches are powerful AF

@midascabal I took profits & wanted a dip. So I’m all for it

We are witnessing the largest stock market manipulation in history.

@danielisdizzy $META has a stake in both, just saying.

There’s a growing rumor that Anthropic will strike a major deal with $AMD to use MI450 accelerators. Anthropic’s strategy is clear: They don’t want to depend on anyone.

@danielisdizzy $HIMS peptides & oral GLP1s baby!!!

This portfolio will obliterate any index over the next 3 years: • $OSCR • $HIMS • $LMND • $IREN • $SOFI

How I feel after taking a payout

Tesla engineering redesigned lithium refining from physics first principles

CALY

6 Stocks with Strong Moats 1. $MSFT - Microsoft Corporation Microsoft controls one of the most powerful ecosystems in enterprise technology, deeply embedded in corporate workflows, resulting in exceptionally high switching costs and strong customer lock-in. Azure remains a global leader in cloud computing and is rapidly evolving into a comprehensive AI infrastructure platform, by 2026 represent more than 26% of total revenue. Microsoft is optimizing performance through heterogeneous infrastructure, combining chips from NVIDIA, AMD, and its proprietary Maia 200 accelerator. Maia reportedly delivers over 30% better total cost of ownership and up to 50% higher throughput in OpenAI inference workloads. Microsoft has also become the first large-scale platform to integrate AI copilots and autonomous agents across its entire productivity suite. The company now has approximately 15 million paid Microsoft 365 Copilot seats (+160% YoY), with daily active usage up 10× YoY. GitHub Copilot has reached 4.7 million paid subscribers (+75% YoY), while Dragon Copilot supports more than 100,000 healthcare providers and has processed over 21 million patient encounters. Across Microsoft’s segments, Productivity & Business Processes grew +16%, Intelligent Cloud +29%, Azure +39%, and Dynamics 365 +19%. These are the key drivers propelling Microsoft’s growth despite the company’s recent massive investments. Microsoft is expected to sustain approximately 15% annual revenue growth over the next four years, underscoring its strong momentum in cloud and AI.

Would’ve been way higher if I didn’t trim.

$HIMS One word: Peptides. The next big thing. Bullish catalyst for HIMS. Not to mention no lawsuit risk (NVO). Not to mention 30%+ short float.

See it on X. Trade it on Wealthsimple.

Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.

World Powerful Drones 🚁 🇮🇷 Shahed 238 — Iran 🇮🇷 Shahed 136 — Iran 🇺🇸 MQ-9 Reaper — USA 🇺🇸 Northrop Grumman X-47B — USA 🇷🇺 Sukhoi S-70 Okhotnik-B — Russia 🇮🇱 Elbit Hermes 900 — Israel 🇹🇷 TAI Anka — Turkey