Enlighten Me

[TobyWrites @tobyasky]

For people who do not know, this fixture is a tradition for Bayern Munich.

Almost every year, Bayern play against an amateur team called FC Rottach-Egern because they usually have their annual summer training camp in the town where this team is located.

It’s more like a thank-you gesture to the town for their hospitality. The team also get all the proceeds from ticket sales and the likes.

Bayern beat them 20–2 in 2018, 23–0 in 2019, 27–0 in 2023, and 14–1 in 2024. They’re currently beating them 12-0😭

[Massimo @Rainmaker1973]

Peculiar way to draw the first ten digits

[highFashion @rahman_jago_]

Please get addicted to thinking everything will always workout for you.

[David @dpjanes]

@BoyanSlat No it isn't

[Boyan Slat @BoyanSlat]

This is objectively the worst word in the English language

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

The Google Trends newsletter is such a good way to get into the minds of the average global consumer

[CooperBaggs 💰🍞 @edgaralandough]

You don't know real hydration until you've frozen watermelon and blended it with coconut water and fresh lime. Try it and thank me later.

[Trung Phan @TrungTPhan]

Charlie Munger’s three Ls is undefeated

[Sahil Bloom @SahilBloom]

My 2026 side quest is to read all the classic books I probably ignored when I was in school.

Crowdsourced this list on X earlier this year and making my way through it. East of Eden and Count of Monte Cristo were incredible.

Sharing if others want to join.

What would you add?

[Jason Luongo @JasonL_Capital]

I'm only going to say this once.

If you're under 40, this dip is a generational opportunity to buy great companies at a discount.

$NVDA - $194 now. $250 stock. Data center revenue up 92% to $75B last quarter.

$HOOD - $91 now. $150 stock. $307B in platform assets. Built its own blockchain.

$MRVL - $171 now. $225 stock. Custom AI silicon went zero to $1.5B in one year.

$NBIS - $162 now. $200 stock. Revenue up 684%. Backlog over $50B.

$ONDS - $7 now. $10 stock. $70M in new defense orders in four weeks.

$AMZN - $234 now. $300 stock. AWS reaccelerated to 28%. Ads past $70B.

$SOFI - $15 now. $25 stock. 14.7M members, up 35%. CEO keeps buying shares.

$SPCX - $116 now. $150 stock. Starlink, reusable rockets, and Starship.

$ZETA - $22 now. $30 stock. 19 straight beat-and-raise quarters.

$NOK - $9 now. $15 stock. NVIDIA invested $1B. AI and cloud sales up 49%.

Ten years from now nobody will remember what these traded at this week.

The people who built real wealth didn't do it buying all-time highs.

[Justin Banks @RealJGBanks]

THIS IS HOW YOU WILL RETIRE IN THE NEXT 5-10 YEARS

I’ll be focused on where capital flows next.

Here’s how I believe the AI buildout evolves:

2026–2027: AI Infrastructure

AI demand accelerates.

Capital pours into the companies building the foundation.

• AI Compute: $NVDA $AMD $AVGO $MRVL
• Memory: $MU $SNDK $WDC
• AI Infrastructure: $VRT $SMCI $NBIS $IREN

2028–2030: Power & Grid

AI becomes an energy problem.

The world races to expand power generation, modernize the grid, and secure critical materials.

• Power Infrastructure: $VRT $ETN $PWR $HUBB
• Battery Materials: $ALB $SQM
• Copper/Grid: $FCX $TECK $SCCO
• Rare Earths: $MP $CRML $USAR
• Nuclear: $CCJ $UUUU $SMR $OKLO

2030+: Physical AI

Intelligence moves into the real world.

Robotics, autonomous systems, defense technology, and space become the next major investment themes.

• Robotics: $TSLA $SYM
• Autonomous Mobility: $ACHR $JOBY
• Defense: $LMT $NOC $KTOS $AVAV
• Space Economy: $RKLB $ASTS $LUNR $PL

[Shay Boloor @StockSavvyShay]

GROWTH STOCKS HAVE BEEN CRUSHED FROM RECENT HIGHS

• $EOSE -82%
• $OKLO -77%
• $NVTS -66%
• $ORCL -65%
• $CRWV -61%
• $IONQ -60%
• $PL -60%
• $HIMS -59%
• $ASTS -58%
• $TE -58%
• $RKLB -57%
• $AAOI -55%
• $IREN -52%
• $ONDS -44%
• $SPCX -43%
• $PLTR -41%

[27. @dimvji]

all roads eventually lead back to the interests you had as a child

[Pilara @youfavlovaa]

cuando digo "si mal no recuerdo" o "si no me equivoco", solo estoy siendo amable a la hora de tener razón. Ni recuerdo mal, ni me equivoco.

[Vani Hari @thefoodbabe]

Breaking new study: Processed no-calorie sweeteners found in Diet Coke, Gatorade Zero, Halo Top, and Extra Gum linked to a faster decline in memory and thinking skills.

[𝙍𝙞𝙘𝙤 @UTDRico8]

Ronaldo was one of Barcelona’s biggest nightmares especially on the counterattacks 💀

[Biff @biffredeemed]

The ROI on keeping your mouth shut is extremely high

[Fauno @FabrizioFauno]

La vida cuando habían 5 partidos del mundial por día

[Bayionel 🇱🇧 @LeoBayern10]

Losing a World Cup final as reigning champions

[ً @artfuIchaos]

Introvert? extrovert? don’t put me in boxes. i bloom where I’m really loved, I’m quite where I’m judged and I’m absent where I’m drained.