Myleen Hernandez

[Myleen Hernandez @Icecastlemb]

NZDUSD slipped back under its 200-hour MA but held firm at the 50% midpoint level. Let's see if it bounces from here. 📉
https://t.co/jyqVC9Jcvz

[Myleen Hernandez @Icecastlemb]

I’m on vacation and my phone is doing wild stuff with $VLO $MPC $PSX $DINO—no human analyst needed, just my Analyst Agent working behind the scenes. It’s pretty amazing.

[Myleen Hernandez @Icecastlemb]

Crude oil loading at Iraq's southern terminals is ongoing - Oil ministry spokesperson

[Myleen Hernandez @Icecastlemb]

Don't focus on timing the exact top or bottom.

Focus on buying great investments at good prices and avoiding mistakes.

[Myleen Hernandez @Icecastlemb]

My thoughts on margin

[Myleen Hernandez @Icecastlemb]

US stocks slipped (SPX -0.8%, NDX -1.1%) after hitting over 80 Iranian targets and Trump calling the June ceasefire 'over' after attacks on merchant ships in the Strait of Hormuz. Brent crude jumped 6% to $78/bbl. Even with S&P 2026 EPS estimates up 25% from AI and energy, the A

[Myleen Hernandez @Icecastlemb]

Farage quit as an MP, but he's already planning to run again in the by-election.

[Myleen Hernandez @Icecastlemb]

When it hit me that we were all clowning on Burry’s shorts, but he literally called the whole semi crash 😅 My bad, Mike.

[Myleen Hernandez @Icecastlemb]

@YahooFinance Feels like we're in another semiconductor boom cycle. Hope they're not overbuilding capacity like last time.

[Global Markets Investor @GlobalMktObserv]

‼️Japan's weak yen is driving a record wave of bankruptcies:

45 Japanese firms went bankrupt in the first half of 2026, citing the weak yen, the highest H1 total since at least 2022.

This is up +32.4% from 34 in the first half of 2025, and up from 27 in 2023.

This comes as the yen again traded past 162 per dollar this week, around its weakest level since 1986.

Bankruptcies are concentrated in the wholesale sector, where import-dependent firms have little power to pass rising costs onto customers.

Adding to the pressure, many smaller importers hedge with reverse knockout options, contracts that expire once the yen crosses a preset trigger level, forcing firms to buy dollars at the worst possible moment.

Meanwhile, the yen is set to weaken further, to as much as 170 per dollar, which could trigger a fresh wave of failures.

The Japanese economy is increasingly struggling due to FX weakness.

[Warren Buffett 📈 $SPY 👑 @OptionsBuffett]

LIKE FASTTTT FOR THE HIGH CONFIDENCE 1000 CONTRACT PLAYYYY!!

[Myleen Hernandez @Icecastlemb]

Physical AI is shaping up to be the next big thing to keep an eye on.

$OUST
$AMBA
$CCXI
$MBLY
$TSLA
$AEVA
$VPG
$SYNA
$CGNX

[Myleen Hernandez @Icecastlemb]

@ProblemSniper I’ve dabbled in setups like that before and got burned a couple times. The charts can be tricky if you’re not patient.

[Myleen Hernandez @Icecastlemb]

@JOBhakdi That timeline feels aggressive, but they do have a knack for scaling fast when they want to. Curious if raw compute can beat out Anthropic's safety-first approach though.

[Myleen Hernandez @Icecastlemb]

@KobeissiLetter And people wonder why groceries are getting expensive. This ripple effect hits everything.

[Myleen Hernandez @Icecastlemb]

Such a good idea! 🔥 https://t.co/xQ3aMDOYku

[Myleen Hernandez @Icecastlemb]

There's a record $8.28 trillion sitting in money market funds right now. That's the highest ever 🚨🤑

[Myleen Hernandez @Icecastlemb]

@StockMKTNewz Wonder if this is more about selling hardware to labs or actually pushing open-source robotics forward.

[Myleen Hernandez @Icecastlemb]

@StockMKTNewz Big names jumping in early doesn't guarantee it'll take off for everyone, but it's hard to ignore when OpenAI and SpaceX are involved.

[Evan @StockMKTNewz]

Nvidia $NVDA CEO Jensen Huang just said we are at the beginning of a new market

CPUs FOR AGENTS

Here's who is already signed up to use Nvidia's new Vera CPU:

EARLY ADOPTERS:
- OpenAI
- Anthropic
- SpaceX $SPCX

CLOUD PARTNERS:
- Nebius $NBIS
- Oracle Cloud $ORCL
- CoreWeave $CRWV
- Nscale
- Crusoe
- Firmus
- Lambda
- Together AI

ECOSYSTEM PARTNERS:
- Dell Technologies $DELL
- HPE $HPE
- Lenovo
- Super Micro Computer $SMCI
- Aivres
- ASRock Rack
- Asus
- Compal
- Foxconn
- Gigabyte
- Hyve Solutions
- Inventec
- Mitac Computing
- MSI
- Pegatron
- QCT
- Wistron
- Wiwynn