Han Akamatsu 赤松@Han_Akamatsu

[ Q-Cap  @qcapital2020]

Mark Schmehl is the best long only money manager in Canada, maybe the world

He's still up +31% YTD, avoided all the downside of semis but rode a majority of the upside

This is a $34B Fund btw not a 6 figure substack bro

He needs to be studied more and deserves his flowers

[Master WU @MasterPandaWu]

MPW Mid-week Update Posted: (1) yeah, the Koreans are good at squid game, and they brought it to the stock market as well. (2) FOMC has a new sheriff in town, and he is not as dovish as most expected, incl. the President. (3) check the update here: https://t.co/0HwZdk2Td0

[rasmr @rasmr_eth]

In continuing fomo tradition, I’m giving away $1000 upon completing my $100K challenge

(I’m under 100 now but who cares)

fomo has matched $500, bringing the amount to $1.5K

Follow me on fomo to be eligible to win! Link below

1% for the trenches 🔥🔥🔥🔥

[Beth Kindig @Beth_Kindig]

Nvidia, Google, AMD, and Amazon accounted for roughly 90% of CoWoS demand and 92% of HBM demand, highlighting packaging and memory as key AI chip bottlenecks.

$NVDA $GOOG $AMD $AMZN $TSM

[Michael Dell 🇺🇸 @MichaelDell]

Proud to join @nvidia as a founding member of the Open Secure AI Alliance. Defenders need open tools, collaboration, and transparency to secure AI agents and systems. And customers want the ability to choose the best open or closed models.

https://t.co/xlDZKO0y89

[Kris @KrisAbdelmessih]

Nobody tell these 13 year olds this is as good as it gets

[Pankaj Kumar @pankajkumar_dev]

Fable 5.1 Leaks

- Fable 5.1 is in preparation, with a target launch in August.
- Pricing is to be remain the same as Fable 5.
- If the current timeline holds, it could launch ahead of GPT-6 to compete directly with it.

[Jason Luongo @JasonL_Capital]

You could buy 100 shares of $PLTR right now for $12,400.

Or you could sell a $115 cash-secured put expiring 8/21 and get paid $520 today.

Three possible outcomes:

1. $PLTR stays above $115
You keep the $520 premium. That's a 4.52% return on capital in 30 days, or 55% annualized.

2. $PLTR drops below $115 but you still like the stock
You roll the put down and out to a lower strike and later expiration, collecting additional premium in the process. You get paid more to wait at an even better price.

3. $PLTR drops below $115 and you get assigned
You buy the shares at $115, but your real cost basis is $109.80 because of the premium collected. That's an 11.5% discount from today's price. Then you start selling covered calls.

That's the power of selling options.

[Market Maven @MajidTulsh32058]

I once asked a billionaire investor:

"How do you stay so calm during market crashes?"

He didn't send me a long explanation.

He didn't try to predict the market.

He simply sent me this framework.

📉 When a stock drops:

Down 5% → Hold
Down 15% → Buy 10%
Down 25% → Buy 20%
Down 40% → Buy 30%
Down 60% → Buy 40%

📈 When a stock rises:

Up 5% → Hold
Up 20% → Hold
Up 25% → Sell 10%
Up 40% → Sell 20%
Up 50% → Sell 35%
Up 70% → Sell 40%
Up 100% → Sell 90%

💡 Always keep a 10% moonbag.

Never go all in.

Never go all out.

Then he told me something I'll never forget:

"The biggest enemy in the market isn't the crash—it's your emotions."

When prices fall, most people sell because they're afraid.

When prices rise, most people chase because they're greedy.

The investors who build lasting wealth aren't the ones who predict every move.

They're the ones who stick to a disciplined plan through every market cycle.

It took me one minute to understand this framework.

It took me one major market crash to truly believe it.

Discipline beats prediction. Every. Single. Time. 📈

[SentimenTrader @sentimentrader]

Credit anxiety is showing up in the broader credit-protection market.

CDX just crossed above its 50-day moving average after 66 straight days below it.

Historically, periods above this threshold have been a tougher backdrop for equities.

[The Long Investor @TheLongInvest]

$ADUR

Bullish wedge breakout
Followed by a retest of the wedge breakout
Followed by a recapture of the Blue 50 Weekly MA

Sometimes it's that straight forward

PT is $31
Price is $13

[Otavio (Tavi) Costa @TaviCosta]

Silver.

H/t @SoundMoneyRpt

https://t.co/IN991iDrVy

[Karel Mercx @KarelMercx]

At $SPCX’s all-time high, the market valued it at 141x revenue

Even with zero costs, investors needed 141 years to get paid back. At a 30% margin, that was 470 years

After a $1T wipeout, P/S is still 87. At 30% margins, payback is still 290 years

The valuation is still absurd

[Zach @CryptoZachLA]

Can't recall the last time i saw a $83m SPOT bid buywall on binance. I think around the time we first hit $60k in February and Binance pushed us all the way back up $82k

Praying this time is the same and we dont fall below $61k

[Grace Stewart @nWeLLPLeDSPpTUN]

A 30.77% move is not the main story. The fact that $EONE is holding the breakout is.

The company is building around a simple but potentially disruptive idea: use olivine-rich rock, water and accelerated chemistry to produce hydrogen without relying on a conventional hydrogen factory.

Behind that thesis sits 8,585.6 hectares across three core projects in British Columbia, plus the potential Twin Sisters pathway in Washington State. The same rocks may also provide exposure to magnesium, nickel, cobalt and manganese.

What catches my attention is the combination of momentum and upcoming execution. The market has noticed the concept. Now laboratory results, process validation and demonstration planning can decide how far this move develops.

Not financial advice. Charts don’t wait for permission.

[Pascal Bornet @pascal_bornet]

𝗔𝗜 𝗶𝘀 𝗺𝗮𝗸𝗶𝗻𝗴 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗮𝗯𝘂𝗻𝗱𝗮𝗻𝘁. 𝗛𝘂𝗺𝗮𝗻 𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 𝗶𝘀 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝘀𝗰𝗮𝗿𝗰𝗲.

Brazilian photographer Leonardo Sens spent three years studying the moon's movement before capturing this extraordinary alignment with Christ the Redeemer.

The photograph took a fraction of a second.

The decision to keep pursuing it took three years.

Everyone is talking about how AI will make us faster. I think that's the wrong conversation.

Every new model, every new agent, every new workflow pushes the cost of execution closer to zero. Creating, writing, coding, designing, and prototyping are becoming easier every month.

That changes where value lives.

𝗔𝗜 𝗶𝘀 𝗺𝗮𝗸𝗶𝗻𝗴 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗮𝗯𝘂𝗻𝗱𝗮𝗻𝘁. 𝗛𝘂𝗺𝗮𝗻 𝗰𝗼𝗻𝘃𝗶𝗰𝘁𝗶𝗼𝗻 𝗶𝘀 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝘀𝗰𝗮𝗿𝗰𝗲.

The real advantage is no longer producing more.

It is deciding what deserves months, or even years, of your attention while the rest of the world is distracted by whatever arrived this morning.

That is one of the Humics. AI can generate a thousand ideas in seconds, but it cannot tell you which one is worth dedicating a part of your life to.

𝗧𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝘄𝗼𝗻'𝘁 𝗯𝗲𝗹𝗼𝗻𝗴 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼 𝗰𝗿𝗲𝗮𝘁𝗲 𝘁𝗵𝗲 𝗳𝗮𝘀𝘁𝗲𝘀𝘁. 𝗜𝘁 𝘄𝗶𝗹𝗹 𝗯𝗲𝗹𝗼𝗻𝗴 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗵𝗼𝘀𝗲 𝗷𝘂𝗱𝗴𝗺𝗲𝗻𝘁 𝗶𝘀 𝘀𝘁𝗿𝗼𝗻𝗴 𝗲𝗻𝗼𝘂𝗴𝗵 𝘁𝗼 𝘀𝘁𝗮𝘆 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗶𝗱𝗲𝗮 𝗹𝗼𝗻𝗴 𝗮𝗳𝘁𝗲𝗿 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗲𝗹𝘀𝗲 𝗵𝗮𝘀 𝗺𝗼𝘃𝗲𝗱 𝗼𝗻.

What is one idea you've stayed committed to, even when quicker opportunities kept pulling you away?

#Humics #AIReadiness #HumanCreativity #FutureOfManagement

[Bull Theory @BullTheoryio]

$600 billion added to Gold and Silver in 10 minutes after US CPI came in at a 3 month low.

Gold: +1.8%, adding $510 billion in value

Silver: +3%, adding $100 billion in value

A cooler than expected inflation increases the odds of rate cuts.

[Han Akamatsu 赤松@Han_Akamatsu @Alex32111714]

@ashley95131637 @MaartenVerheyen Ik heb vorige maand 50.000 dollar verdiend door jouw voorbeeld te volgen – heel erg bedankt.

[Han Akamatsu 赤松@Han_Akamatsu @Alex32111714]

@menoch1080 @memento_money Vaše strategie je vynikající – už ji mám. Minulý měsíc jsem podle vaší strategie vydělal 50 tisíc.