Shoutout to @DavisLambo for supporting the SoSoValue Buildathon since Wave 1! 🙌
After reviewing all 97 Wave 3 submissions, he shared a video featuring his favorite projects.
Huge respect to every builder who participated—thank you all for building with us. 🚀
Someone ever ask me that pharm. Shey mist potassium Citrate and mist magnesium citrate it same?
It took me 3omins to break the difference down. Every "Mist" means something.
Just like we built a website for SMC Researchers (https://t.co/BNkkpsSIb7), we are building one for SMC Tutors.
(https://t.co/59sV00MSh8)
Soon you’ll be able to watch videos of tutorials on any subject.
If tomorrow YouTube wakes up to take down our channel. We are still safe.
Tigris Protocol is now live on ValueChain, enabling users to unlock unique yield opportunities backed by top global tech assets directly on-chain.
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SoSoValue Flash: Brent Crosses $95, Google Capex Hike Lifts Semis Amid Cash-Flow Debates, Korea Reviews ETF Limits
💥 Core Catalyst:
Houthi strikes hit two Saudi tankers in the Red Sea as U.S.–Iran clashes continue, sending Brent past $95 and WTI to $88, though Trump signaled potential deal terms ahead. South Korea's ruling party is reviewing cutting single-stock leveraged/inverse ETF multipliers from 2x to 1.5x. Google’s Q2 Cloud beat and FY26 capex raise boosted upstream semis, but negative FCF and an ex-investment EPS miss triggered a 3% post-market drop. South Korean President Lee Jae-myung visits San Francisco Friday to meet Sam Altman and Jensen Huang.
🔍 Key Logic Shifts:
1️⃣ Geopolitics and Regulatory Tightening Pressuring Macro: Brent topping $95 alongside 10Y UST yields at 4.65% continue to weigh on risk assets, with Korea's proposed ETF leverage cap adding friction to Asian markets. The July 29 FOMC is expected to hold, with lower oil/inflation needed to ease hike fears.
2️⃣ Semis Lifted by Capex, but AI Thesis Awaits Further Proof: Google's capex raise provided a short-term boost to upstream chipmakers (Micron +2.5% AH), yet failed to resolve broader market doubts over AI trade sustainability. Lacking the crisp April–May "agent-driven demand" narrative, AI continues to consolidate in a high range pending further earnings proof.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM
🚨SoSoValue Flash: Qatar Proposes 10-Day Ceasefire, SOX Gains Fade On Open, Markets Await Google Earnings
💥 Core Catalyst:Iran confirmed receiving a Qatar-led proposal for a 10-day truce, with Pakistan offering to resume mediation at Tehran's request. Houthis declared a naval blockade on Saudi Arabia over the siege of Yemen's capital. Trump hinted at harsh retaliation following U.S. casualties, while both Washington and Beijing confirmed the Chinese President's U.S. visit in September.
🔍 Key Logic Shifts:
1️⃣ Geopolitics Tilts Toward Talks: Houthi escalation adds short-term noise, but Iran's pivot toward mediation keeps broader market risk sentiment manageable.
2️⃣ Semis Attempting Support: SOX printed a 0.6% gain and Micron rose 1.9%, but faded intraday gains show lingering doubts. Core focus rests on: 1) Google's Wednesday earnings and Big Tech cloud capex; 2) Korea's deleveraging progress.
3️⃣ AI Consolidates Without New Driver: AI hardware lacks the crisp April–May "agents drive demand" narrative, leaving the sector bound to its high-level range until earnings proof arrives.
4️⃣ Fed Path Tied to Energy Drop: The July 29 FOMC is expected to hold. If oil rolls over and disinflation continues, rate-hike fears should fade further.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM
Wave 3 Last Call Post 7/18
🚨 Final Call for Wave 3 Builders
Only 1 day left before the SoSoValue Buildathon Wave 3 Build Phase ends.
If you haven't submitted your project yet, now's the time.
Wave 3 is all about real value — build something complete, easy to use, and impactful.
Our 6 Product Reviewers are ready to dive into your projects and discover the best builders of this final round.
Join here:
https://t.co/7Bhz6epoyi
Ship your best version. See you at the finish line. 🔥
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo