スイス食堂 ルプレ🇨🇭

スイス20年以上の生活を活かして、日本でまだあまり紹介されていないスイス現地料理と、美味しいスイスチーズ料理とスイスワインをご提供しております。2018年8月25日から武蔵野市に新店舗オープン致しました。 @GruyereTokyo

[スイス食堂 ルプレ🇨🇭 @LePreFromage]

本場スイスチーズフォンデュ🫕をご自宅で❣️
●Gruyère/EmmentalerAOP
●Gruyère/VacherinFribourgeiosAOP
簡単レシピと動画で、お子様とも一緒に楽しんで作れるセットです😊😊
https://t.co/hJZ8ncXWFH
https://t.co/PDs070G91O

[Dr. Tomislav Marinovic @DrTomsLens]

Good morning Palantirians.

Alex Karp has implied that $PLTR can continue growing at 100% or more for the next 18 months.

That’s six quarterly reports, since most people like to think in quarters.

[Tesla Japan @teslajapan]

テスラの家庭用蓄電池で電気代を削減。
Powerwall 3、日本で販売開始。

設置相談はこちら

[日本経済新聞 電子版（日経電子版） @nikkei]

テスラ、26年中に日本の納車拠点7→11カ所に　販売急増による混乱収拾へ
https://t.co/SNqw0dJ01t

テスラの国内販売は25年に1万台を超え、26年も6月時点で既に前年分を超え勢いを増しています。需要が集中した結果、納車日や受取場所が直前に変更されるなどの混乱が起きていました。

[Polymarket Japan @polymarketjapan]

【注目】🇺🇸SpaceX、年間売上「1兆ドル」到達予測を2030年に前倒し

・従来予測の2031年から1年前倒し
・純利益率20%・PER25倍・希薄化後150億株なら、株価は約333ドルの試算

成長を牽引するStarlinkは、10年以内に世界のインターネット通信の過半を担う可能性

[Evan @StockMKTNewz]

SK Hynix $SKHX just announced plans to invest $38.1 Billion to build 2 new memory chip making plants

"The South Korean tech giant announced a 35.2 trillion won investment in a fabrication plant, or fab, in Yongin called “Y2,” with 19.1 trillion won earmarked for a facility in Cheongju called “M17.”" - CNBC

[cryptocapo @CryptocapoOO]

🚨 DONALD TRUMP LO HA HECHO OTRA VEZ…

ESTÁ DICIENDO A LA GENTE QUÉ ACCIONES COMPRAR PARA “HACERSE RICOS”.

SUS “RECOMENDACIONES” ANTERIORES:
• $INTC A $20 → +600%
• $DELL A $230 → +90%
• $MU A $740 → +70%

Y AHORA DICE QUE HAY QUE COMPRAR:
• $ALOY A $8.25
• $USAR A $14.75
• $MP A $40.49

NO TOMEN DECISIONES DE INVERSIÓN PORQUE UN POLÍTICO MENCIONE UNA ACCIÓN. HAGAN SU PROPIA INVESTIGACIÓN.

[日本経済新聞 電子版（日経電子版） @nikkei]

AI使って自然界にないウイルスを作成　米スタンフォードが成果発表
https://t.co/Xj5JcRO3Wz

[Mike @MikeLongTerm]

$PLTR $220 PT Upgrade| Buy Rating from @UBS 🚀

UBS analyst Karl Keirstead ($220 PT, raised from $200; Buy) @PalantirTech delivered exceptional growth with revenue acceleration, a significant increase to 2026 guidance, and strong U.S. commercial momentum. Results showed “no signs of competitive pressures affecting performance.”

[BBC News Japan @bbcnewsjapan]

BBCニュース - AI使い全く新しいウイルスの設計に成功　米大学が発表
https://t.co/YjhUGtFKGv

[Vivek Sen @Vivek4real_]

BREAKING: TOM LEE JUST SAID LIVE ON CNBC THAT QUANTUM COMPUTERS COULD BREAK BITCOIN IN 2 YEARS 🤯

"BITCOIN HAS NOT COME UP WITH A CONSENSUS ON HOW TO PREVENT IT"

"IT'S NOT GOING TO BE A PROBLEM FOR ETHEREUM OR SOLANA"

"GOOGLE THINKS ALL ENCRYPTION COULD BE BROKEN BY 2028"

THIS IS WILD!

[Shay Boloor @StockSavvyShay]

$IONQ signs an MOU with Anduril to develop quantum technologies for defense and national security applications.

The companies will also pursue joint proposals for mission-critical government and commercial contracts

[Polymarket Japan @polymarketjapan]

【速報】スペースX株、史上最大級のロックアップ解除へ

・6日夜、従業員・早期投資家保有の約9.115億株が取引可能に
・IPO発行株の1.43倍、浮動株が4.9%→11.8%に倍増超え
・約16兆円規模の売り圧力警戒、株価はIPO価格135ドル割れ続き

$SPCX が今週中に100ドルを下回る確率は49％

[Mike @MikeLongTerm]

$PLTR Progress is so beautiful!
@PalantirTech is J-curving!

[日本経済新聞 電子版（日経電子版） @nikkei]

米イーライ・リリー、糖尿病薬「マンジャロ」販売9割増　製薬稼ぎ頭に
https://t.co/TMVpzRIFj1

[日本経済新聞 電子版（日経電子版） @nikkei]

秋田に日本最大級AIデータセンター　建設費2兆円、UAEが投資へ
https://t.co/tYGD0EWo4Y

2030年代早期の稼働を目指し、協議を進めます。秋田県は風力発電などの再生可能エネルギー開発が盛んで、大量の電力を消費する大型データセンターへの電力供給で優位性があります。

[Palantir OG @PalantirOg]

$PLTR Palantir Stock Massive Jump Wipes Out $3 Billion in Short-Seller Gains 😭
Palantir's Huge Rally Turns the Tables on Short Sellers: $3 Billion Loss 👊🏻💥

08/05/2026
Palantir’s sharp rally erased roughly $3 billion in paper gains for investors betting against the stock

Palantir Technologies shares surged about 30% on Tuesday, wiping out roughly $3 billion in paper gains accumulated by investors betting against the stock, according to data from Bloomberg.

The move followed Palantir's latest earnings update, which prompted a sharp reversal in positioning among short sellers. Before the rally, bearish investors had built about $2.7 billion in mark-to-market gains for 2026.

Palantir remains down roughly 10% for the year despite Tuesday's advance, leaving the stock on track for its weakest annual performance since 2022. The recent rebound also represents its strongest one-day gain in about two years.

The latest move highlights the risks facing investors holding short positions as Palantir's earnings outlook improves.
By Nauman Khan
🐊🏰🐂🔮🦄💥
https://t.co/15zZ95ISg6

[日本経済新聞 電子版（日経電子版） @nikkei]

アンソロピック、独自AI半導体開発へ　「Claude」に最適化
https://t.co/uPFJLkBezw

[Jawwwn @jawwwn_]

Nvidia CEO @JensenHuang says Palantir is the “single most important enterprise stack in the world.”

“I was just talking to Alex [Karp] earlier.”

“Palantir is going to integrate Nvidia so that we can process at the speed of light and at extraordinary scale”

[Evan @StockMKTNewz]

THE US ARMY ALONE ACCOUNTS FOR OVER A THIRD OF EVERYTHING PALANTIR HAS BILLED THE GOVERNMENT SINCE 2010

Palantir $PLTR has received $5.1B in total US federal contract obligations since 2010 ... here are the 🇺🇸 agencies Palantir works the closest with

Army: $1.9B
Air Force: $710M
ICE: $484M
SOCOM: $306M
IRS: $228M
NIH: $242M
Navy: $166M
Veterans Affairs: $126M
State Department: $122M
FDA: $75M
FAA: $71M
Energy: $99M
FBI: $92M

[日本経済新聞 電子版（日経電子版） @nikkei]

スペースX株が急落、一時13%安　巨額の設備投資に懸念
https://t.co/apjcLM3l3Y