DareM

Father. Investor. Humanist. posts are strictly my own thoughts and Not Advice .

[Wall St Engine @wallstengine]

NOKIA'S AI AND CLOUD ORDERS NEARLY TRIPLE

$NOK reported €2.8B in AI and cloud orders for Q2, up from €1B in Q1. Related sales rose 105% YoY. Comparable operating profit reached €434M, above the €382M consensus. Reuters reported shares rose 6% after the results.

[Prztak @prztaktrades]

Reluctant to go long right now with $SPY and $QQQ in mid-chop within the auction but there’s some really nice reclaim strength with aggression with
$NBIS, $ONDS, $APLD $CIFR

It’s been a tough market, when you think price is going to displace through, more likely than not, it fails to, then grabs back down.

Let’s take this $PLTR for example.

Really nice sweep and reclaim of the 110 to the 134, buy-side then put in a higher low on the HTF around 125.

I waited for price to take buy-side again last week, then entered on a higher low around 130, contracts 3 weeks out.
I was happy with the entry, up 40% on the cons, since price delivered from 129 to 134 the following day.

I held through the weekend, and it opened choppy, no biggie, my SL is a close under 129. My SL was a 1 hour close under my 129 entry. Today the first 5 MINUTES candle dumped the price from 132, to 126, completely blowing past my stop loss, and I ended up selling for a loss.

I know this is just another trade, and the reason it flushed because not enough sell side has been taken to justify the displacement through 136, but man does it suck.

Good luck out there! Stay safe!

[CK Capital @CKCapitalxx]

$NOK just reported.

The print was solid, here's what matters.

AI & Cloud sales grew 105%. Doubled. Order intake of €2.8 billion in one quarter, with half converting to revenue over the next twelve months. The backlog is stacking faster than they can recognize it.

IP Networks accelerated to 16% growth from just 3% last quarter. That was the swing factor we were watching, and it delivered. Optical held at 20%.

The CEO said it plainly, demand remains strong, supply is the constraint, and customers are placing longer-term orders because of it. Same story as Google.

Guidance is intact and tracking above the midpoint. And the sneaky big news, Nokia is buying NXP's Arizona fab for optical component production, on top of San Jose ramping Q4 and Pennsylvania expanding 10x. They're building the US optical supply chain for demand they can already see in 2027 and 2028.

Don't get shaken by the negative reported margin, that's accelerated restructuring, cutting legacy costs faster to feed the AI side. Comparable operating profit grew 18% with margins expanding.

AI doubling, orders stacking, guidance intact. The transformation printed.

[Kevin Gordon @KevRGordon]

New 1.5-year high for the 2y Treasury yield today

[DareM @DareM333]

Interview, The FUTR Corporation ($FTRC | $FTRCF): Turning Personal Data Into Real Value:

https://t.co/GeIDoyctWh

[Dan Go @CoachDanGo]

2 things I noticed with the highest achievers in the world:

1. They exercise
2. They walk a lot
3. They never complain

These are non-negotiables when you’ve got a high workload and big goals.

[Dr. Tomislav Marinovic @DrTomsLens]

$AMD x Anthropic is fantastic news for $NBIS.

Now Jensen can go full war mode:

Defend open models, move even closer to $PLTR, hyperscale NVIDIA’s open ecosystem, and aggressively expand its own cloud sphere through neoclouds.

These days, NVIDIA gets stabbed in the back almost weekly.

I think it’s time to remind everyone who’s the boss.

[Jason @3PeaksTrading]

10 year yields surging to highs here at 4.66% $TNX

Interest rates going to be a hot topic into FOMC meeting next week if bonds stay this ugly $TLT

$HYG and $LQD also starting to breakdown and puts too cheap there

[DareM @DareM333]

NordX Metals Confirms Uranium Mineralisation Across Three Swedish Projects, Latest News, $NRMDF $NRDX:

https://t.co/XK8i2cFnSf

[DareM @DareM333]

At that point now. Professionally speaking.

[Blake Burge @blakeaburge]

Underrated life advice: At some point, you just have to say to yourself, "I'm better than this," and decide that you've had enough of waiting and start building the life you want.

[First Squawk @FirstSquawk]

Iran's IRGC has announced it will target U.S. and Israeli commanders directly in their private residences, in retaliation for American strikes on the homes of Iranian commanders and their families, per an IRGC statement.

"Because you targeted the private residences of our commanders and their families, all your commanders in the region will now be targeted in their private residences as well," the IRGC spokesman said.

Financial Times reported that Iran has already proven it can find U.S. personnel anywhere. Tehran used SS7 mobile network vulnerabilities and commercial ad data to track American troops in hotels and bases across the Gulf, enabling precise strikes.

[Christian Fromhertz 🇺🇸 @cfromhertz]

$SMCI

*SUPERMICRO SEES 4Q REV NEAR LOW END OF GUIDANCE
*SUPERMICRO 4Q26 REVENUE NEAR LOW END OF $11B-$12.5B RANGE
*SUPERMICRO NEW ORDERS IN EXCESS OF $60B

[🕊️ @lichthauch]

Grit is the currency God accepts when you have nothing else to offer. the man who refuses to quit will be granted wisdom the talented never earn

[Pep Invest @PepInvestStocks]

$GFS long-term relationship with $SIVE did not begin with the recent AI photonics announcements, it started years earlier with an investment that, in hindsight, illustrates how deep-tech ecosystems are built.

Long before $SIVE acquired MixComm in 2022 for approximately $135 million, $GFS recognized the startup’s potential in millimeter-wave RFIC technology.

Rather than limiting the relationship to that of a manufacturing partner, $GFS took an early minority equity stake in MixComm while closely aligning the company’s designs with its proprietary RF-SOI (Silicon-on-Insulator) process technology.

The move reflected a broader strategy: combining capital investment with manufacturing expertise to help accelerate technologies that could create long-term demand for $GFS specialized semiconductor platforms.

The 2022 acquisition of MixComm by $SIVE marked an important turning point.

Instead of exiting its investment entirely, $GFS chose to convert its ownership in MixComm into publicly traded shares of $SIVE.

That decision distinguished $GFS from purely financial investors.

By maintaining an equity position beyond the transaction and after the lock-up period, the company signaled confidence not only in $SIVE immediate 5G opportunities but also in the broader technology roadmap the combined business could pursue.

Looking back from 2026, that strategy appears increasingly significant.

Technologies originally developed to address high-frequency wireless communications are now finding applications well beyond the 5G market.

As artificial intelligence drives unprecedented demand for faster and more energy-efficient data center infrastructure, photonic interconnects have emerged as one of the industry's most important growth areas.

Against this backdrop, the AI photonics collaboration announced by $GFS and $SIVE in June 2026 represents more than a new commercial partnership.

It reflects years of strategic alignment built through technology development, manufacturing collaboration, and equity ownership.

By combining $SIVE advanced laser technology with $GFS high-volume silicon photonics manufacturing platform, the companies are targeting one of the key challenges facing next-generation AI data centers: enabling scalable, high-bandwidth optical connectivity while improving power efficiency.

In an industry where partnerships often evolve as quickly as technology itself, sustained equity ownership can provide valuable insight into long-term strategic priorities.

$GFS continued position as a shareholder suggests that its original investment in MixComm was never solely about participating in the 5G cycle.

Instead, it formed part of a broader vision, one that has evolved from millimeter-wave communications to the rapidly expanding AI photonics ecosystem now shaping the future of hyperscale computing.

[Connor Bates @ConnorJBates_]

Violent Snap Back!

[Simon Ree @simon_ree]

Two cycles nobody's pricing are about to overlap

One: every midterm election year since 1974 has handed the $SPX a drawdown. Ten for ten, average around -20%.

Two: across 90 years, 12 new Fed chairs took the seat, and all 12 were met with an equity drawdown inside their first nine months. Markets probe a new chair until (s)he's forced to reveal their reaction function

The last time these two lined up was 2018. Powell's first year, a midterm year, and a -20% Q4

2026 offers the same overlap with less cushion: a hawkish-leaning new chair, a midterm calendar, and a starting CAPE above 40.

None of it's a prediction. It's a base rate. Today's desk note lays out the mechanism and the five tells I'm watching into the week. 👇🏻

https://t.co/VAIfHh6zK1

[DareM @DareM333]

$NB is moving (NioCorp). The project is out of the "powerpoint phase" and into actual construction, financing is improving and management keeps talking about domestic critical mineral demand. Definitely one of the more interesting US critical minerals names on my watchlist

[Ren @ren_stocks]

$NBIS

Don't overcomplicate things. If you don't want to trade 10x companies, buy the support, sell the resistance.

If I didn't find this interesting, I'd just buy NBIS and come back in 2030. NFA.

I bet you this beats most, if not all, investment firms over the next 3 years.

Here's a longer, more detailed explanation of why:

https://t.co/pwTbjYleEr

[Rosanna Prestia, MBA @RosannaInvests]

Was last Friday/Monday short term bottom? 👀 thanks @ProblemSniper and @Sandeman52 for your great insights!

[Jurrien Timmer @TimmerFidelity]

Momentum comes… and goes

It was another week of cross currents, with a tame CPI print alleviating concerns about a July rate hike but providing cold comfort against a renewed spike in oil prices. On the equity side, with earnings season getting underway, it was a week of the tortoise making up ground while the hare took a stumble. Against the adrenaline of a white-hot AI boom that got frothy, I for one am happy to hide on the quieter side of the market. Let’s unpack more in this week’s Asset Allocation Review.

https://t.co/OKJoi76n8z