OG SEND

[Rivian @Rivian]

A different kind of playground. 🏁
We’re headed to Willow Springs Raceway this Saturday with R2 Performance and our Quad-Motor R1 vehicles for a weekend of dirt, speed, and a little sideways action.
See you at Reimagined.

[Tesla @Tesla]

Out of this world

[Tesla @Tesla]

Do a kickflip!

[Earnings Whispers @eWhispers]

Third quarter 2026 earnings season.

https://t.co/1n29TmJykZ

$AAPL $GOOGL $MSFT $TSM $TSLA $AMD $JPM $ASML $JNJ $INTC $CSCO $AMAT $CAT $BAC $UNH $GE $NFLX $SNDK $KLAC $GS $WFC $C $IBM $QCOM $ABT $ISRG $UBER $NOW $LMT $LITE $HOOD $APP $NU $GM $B $BSX $OXY $AFRM $DPZ $CTVA $MXL $MP $CLF $VSH $AXTI $ABCL $AEHR $EVLV $HYPR $BLNE

[TENET RESEARCH @tenet_research]

AI DATA CENTER VALUE CHAIN

AI infrastructure is expanding far beyond GPUs. The buildout now spans chip design, semiconductor equipment, compute, memory, networking, servers, storage, power, cooling and cloud capacity.

Here are the 10 layers behind the ecosystem

1, CHIP DESIGN & IP
$CDNS $SNPS $ARM $RMBS
More complex AI chips drive greater demand for design, verification and semiconductor IP.

2. SEMICONDUCTOR EQUIPMENT & TEST
$AMAT $LRCX $KLAC solana:1eLZPRsn8bAKmoxsqDMH9Q2m2k7GMNp6RLSQGm8ondo
AI capacity growth supports advanced manufacturing, packaging and testing demand.

3. COMPUTE & SILICON
$NVDA $AMD $AVGO $MRVL $ARM $TSM
GPUs and custom accelerators remain the core engines of AI infrastructure.

4. MEMORY
$MU $SKHY $SNDK $DRAM
HBM and DRAM bandwidth are critical as accelerator performance and cluster size scale.

5. NETWORKING & OPTICS
$ANET $AVGO $MRVL $CRDO $LITE $COHR
800G and 1.6T networking are becoming essential for connecting massive AI clusters.

6. SERVERS & SYSTEMS
$DELL $SMCI $HPE $CLS $FLEX
Compute, memory and networking are integrated into increasingly dense AI racks.

7. STORAGE & DATA
$STX $WDC $SNDK $NTAP
Growing AI datasets increase demand for enterprise flash, HDDs and data infrastructure.

8. POWER & ELECTRICAL
$VRT $ETN $GEV $PWR $CEG
Power availability is emerging as one of the biggest constraints on new AI capacity.

9. COOLING & THERMAL
$VRT $MOD $JCI $CARR
Higher rack densities are accelerating demand for liquid cooling and thermal management.

10 CLOUD & DATA CENTERS
$MSFT $AMZN $GOOGL $META $ORCL $CRWV
Hyperscaler capex ultimately drives spending across nearly every layer of the chain.

[Pokémon TCG @PokemonTCG]

Nothing beats a...Tasty Rice Ball? 🤔🍙

Discover more about upcoming cards from the #DeltaReign expansion, available November 6!

[Cointelegraph @Cointelegraph]

⚡️ LATEST: OpenAI tops a16z’s ranking of consumer AI apps by monthly revenue, followed by Anthropic and Canva.

ChatGPT also leads its ranking of generative AI mobile apps by monthly active users, ahead of CapCut and Gemini.

[Shay Boloor @StockSavvyShay]

10 WAYS TO PLAY PENTAGON’S DRONE PUSH

The Pentagon just created a permanent autonomous warfare group and is seeking $55B for 2027 as drones become a “true focus of the department.”

That spending should flow across everything from drone platforms and components to autonomy, sensors and counter drone systems which puts these 10 names directly in mix:

• $DPRO Commander tactical & public safety drones
• $RCAT Black Widow short range reconnaissance drones
• $UMAC U.S. built motors & components for FPV drones
• $KTOS low cost attritable jet drones for autonomous combat
• $AXON Dedrone counter drone detection & airspace security
• $TDY Black Hornet nano drones & battlefield thermal imaging
• $ONDS autonomous drones, ground robots & command software
• $MRCY secure processing & RF electronics inside drones & missiles
• $AVEX Phoenix Ghost one way attack drones plus unmanned vessels
• $AVAV Switchblade loitering munitions plus BlueHalo counter drone systems

[PokeNotify @PokeNotifyX]

🚨 YOUR NEXT POKÉMON PACK MIGHT COME WITH FRIES 🍟⚡️ McDonald’s Pokémon Happy Meals are confirmed returning this November for Pokémon’s 30th anniversary… & suddenly we all know what scalpers want for lunch 👀

🇺🇸 Expected U.S. dates: November 5–December 9
🎴 A 4-card booster in each Happy Meal
✨ 1 holo + 3 non-holo cards per pack
🔥 15 cards to collect, including 6 confetti holos
🎁 A choice of a Pokémon toy or Pokémon Essential Handbook

The actual Pokémon featured haven’t been revealed yet, and details are subject to change but the Happy Meal nostalgia is already hitting. 🥹

Which Pokémon NEEDS a card in this set? 👇 Send this to your future McDonald’s passenger 😂🍟

📲 Follow @PokeNotifyX for updates and download our app through the link in our bio!

#Pokemon #PokemonTCG #McDonalds #HappyMeal #Pokemon30 #PokemonCards

[TENET RESEARCH @tenet_research]

Tenet Market Wake-Up Summary 📷📷 September.28.26

$SPX $NVDA $SPCX $LLY $SNOW $BABA $NIO $ORCL $C $COIN $TEM $DPRO $IREN $NBIS $CRWV $APLD $AAPL $MSTR $SOAR $AMD $RKLB $ZYME $FSLR $DIS $MU $BA $MSFT $RCL $MANH $PEP $RBLX $PEGA $KOD $AMPX $SRFM $GFI $GLND

@ripster47 | @TENETTRADEGROUP | @TenetCharts

[Earnings Whispers @eWhispers]

#earnings for the week of September 28, 2026

https://t.co/hLn2sKQhEY

$MU $NKE $CCL $ACN $CAG $JBL $KMX $AYI $MTN $UEC $IVA $MKC $JEF $CNXC $FDS $PRGS $AIR $SANG $GNS $BSET $ATCH

[CoinDesk @CoinDesk]

MARKETS: @CharlesSchwab's family of funds discloses $4.8M in $XRP ETF shares as collateral, spread across @Grayscale, @Canaryfunds and @FranklnTempletn $XRP ETFs, per an SEC filing.

[Ripple @Ripple]

CFOs have moved from viewing digital assets as purely speculative to having utility.

The opportunity now is what crypto and stablecoins, like $XRP and $RLUSD, can do for treasury, payroll, and cross-border flows.

The game-changer: onchain markets don't stop at 5 pm or take weekends off. That opens the door to new ways to put idle cash to work around the clock and to empower treasury as a strategic value driver.

@rvereecke, SVP, Ripple Treasury, explores the shift in the latest Crypto In One Minute.

[Ripster @ripster47]

🚨 Friday Free Trading Gameplan
Courtsey @TENETTRADEGROUP
$META $TSLA $NVDA $PLTR $RKLB $COIN $DELL $BE $AKAM

[Lamborghini @Lamborghini]

Lamborghini Centenario: one of just 40 examples, with 770 CV of naturally aspirated V12 power and a top speed of over 350 km/h.

#Lamborghini #Centenario

[Jon Fortt @jonfortt]

Costco $COST reports today after the bell. Here's what's expected and guided:

[Bitmine (NYSE-BMNR) $ETH $BMNP @BitMNR]

🧵
1/
BitMine provided its latest holdings update for September 21, 2026

$17.1 billion in total crypto + "moonshots":
- 5,983,940 ETH at $2,688 per ETH (per @coinbase)
- 212 Bitcoin (BTC)
- $180 million stake in Beast Industries @MrBeast
- $105 million stake in Eightco Holdings (NASDAQ:$ORBS) (“moonshots”) and
- total cash and marketable securities of $714 million.

Ticker:
$BMNR common equity
$BMNP 9.5% perpetual preferred, dividends paid weekly
Chairman: Tom Lee @fundstrat
Link ⛓️
https://t.co/tdDOjt8IzO

[OG SEND @0GSend]

What's for lunch?❤️‍🔥

[FlipFlip @FlipFlip]

Costco has started to release Pokemon Ascended Heroes Mini Tins (10 tins in 1 box) for $76.49 each 🔥 FlipFlip Pro Members have already started to find them from the daily stock checker channel inside my bio 🤝

Between these and the Ascended Heroes ETB you can find both of these in your locations for excellent MSRP prices! 🚨

[Brian Shannon, CMT ⚓️ @alphatrends]

Earnings and Economic data for the week of 9/21/26