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[Insiderwave @insiderwave]

🚨JUST IN

Netflix wiped out $16,000,000,000 in market value today

Down more than 4% today after raising subscription prices in Germany and the U.K. affecting 18% of EMEA subscribers.

Bill Ackman holds up to $1,000,000,000 of $NFLX

Cathie Wood (ARK Invest) holds up to $18,000,000.

Nancy Pelosi holds up to $2,400,000.

Gilbert Cisneros holds up to $1,700,000.

[ADONIS @adonispara]

This for everything.

[Leif | Investing @LeifInvests]

The Ultimate AI Value Chain 🔥👇

Power & Energy ⚡️

Power Generation — $VST
Grid Equipment — $FPS
Grid Infrastructure — $PWR
Power Management — $ETN
Cooling Infrastructure — $VRT

Compute & Semiconductors 🚀

GPU — $NVDA
CPU — $AMD
Memory / HBM — $MU
Custom ASICs — $AVGO
Semiconductor Equipment — $ASML
Advanced Packaging — $AMKR

Connectivity & Networking 🛜

Data Center Networking — $ANET
Photonics — $LITE
Optical Components — $CRDO
Fiber Optics — $GLW

Cloud & AI Infrastructure ☁️

Neocloud — $CRWV
Hyperscaler — $AMZN
AI Cloud Infrastructure — $ORCL

AI Software 💻

AI Platform — $PLTR
AI Observability — $DDOG
Cybersecurity — $CRWD
Data & Analytics — $SNOW
Digital Advertising — $APP
Healthcare AI — $TEM

AI Robotics & Autonomous Systems 🤖

Autonomous Vehicles — $TSLA
Warehouse Automation — $SYM
Industrial Robotics — $TER
Autonomous Systems — $AVAV

AI is transforming nearly every major industry.

The real question is: are you positioned to benefit? 👀

[Abud Bakri MD @AbudBakri]

Reject:

Gambling
“Prediction markets”
Onlyfans
Hyper- Sexualization
Processed slop foods
LED only lights
Dopamine addicted doom scrolling
Hookup culture

Embrace:
Gamifying your health
Competing with your friends
Early marriage
Gaze control
Seasonal eating
Strategic sunlight
Strolling instead of scrolling
Dopamine fasts

[Michael Burry Stock Tracker ♟ @burrytracker]

Someone check in on Dr. Burry

[The Third Analyst @thethirdanalyst]

Hear me out.

$LULU is one of my clearest turnaround picks heading into 2027:

Lululemon has struggled lately and is starting a reset under its new CEO.

Goals for 2027:
- Stabilize the home market
- Deliver faster product cycles and better new styles
- Continue expanding internationally

The stock is currently trading at low levels and appears to be near the end of its correction.

Targetzone: between $104 and $55

Long-term potential: $890

Save this.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Markwayne Mullin left everyone with a parting gift

On 2/25, he bought the dip in UnitedHealth Group $UNH one day after the stock cratered on a $15B guidance cut

He's now +42% since

& he bought up to $100,000

[Trade With Congress @tradewithcong]

Breaking: Pelosi has purchased two stocks

~$12M purchase of $BE (Bloom Energy) on 7/24-28
~$1.5M purchase of $INTC (Intel) on 7/24

Bloom Energy calls have a $100 strike price and expire on 6/17/2027

Intel calls have a $50 strike price and expire on 6/17/2027

[Trade With Congress @tradewithcong]

Rep. Michael Rulli filed new trades including a purchase of this $1,000+ stock

Stock: $EQIX (Equinix)
Buy date: 8/7

This is interesting bc:

1. Equinix runs and manages over 270 data centers globally
2. Rulli sits on the Energy Subcommittee, which this year looked into what type of energy system is needed to fuel data center demand
3. This is the first time he's ever purchased the stock

[Quiver Quantitative @QuiverQuant]

JUST IN: We just caught another interesting trade.

Representative Michael Rulli bought stock in a data center company called Equinix, $EQIX

Rulli sits on the House Committee on Energy and Commerce.

[AskLivermore @asklivermore]

Here is the #1 performing stock in the S&P 500 every single year since 2000:

2000: $DYN Dynegy +223%
2001: $ODP Office Depot +160%
2002: $BSX Boston Scientific +76%
2003: $AV Avaya +379%
2004: $AAPL Apple +199%
2005: $VLO Valero Energy +127%
2006: $ICE Intercontinental Exchange +196%
2007: $AMZN Amazon +140%
2008: $DLTR Dollar Tree +61%
2009: $XL XL Capital +395%
2010: $NFLX Netflix +216%
2011: $EXPE Expedia +184%
2012: $REGN Regeneron +203%
2013: $NFLX Netflix +298%
2014: $SWKS Skyworks Solutions +159%
2015: $NFLX Netflix +133%
2016: $NVDA Nvidia +224%
2017: $NRG NRG Energy +132%
2018: $AMD AMD +81%
2019: $AMD AMD +148%
2020: $TSLA Tesla +743%
2021: $DVN Devon Energy +194%
2022: $OXY Occidental Petroleum +119%
2023: $NVDA Nvidia +239%
2024: $PLTR Palantir +340%
2025: $WDC Western Digital +283%
2026 YTD: SanDisk +526%

What's your pick for 2027?

[Bilaal- BD investing @bdinvestingg]

Something is cooking if Peter Thiel , Nancy Pelosi , Trump & now multiple buys from CEO

$VST

[Leopold Stock Tracker @LeopoldTracker_]

Leopold Aschenbrenner's complete updated holdings

Top tier:
• SanDisk $SNDK [Long, 28.1%]
• Micron $MU [Long, 27.6%]

Second tier:
• Bloom Energy $BE [Long, 9.4%]
• Taiwan Semiconductor $TSM [Long, 6.3%]
• Nebius $NBIS [Long, 6.1%]

Third tier (~2-4% each):
• CoreWeave $CRWV [Long]
• Core Scientific $CORZ [Long]
• STMicroelectronics $STM [Long]
• Applied Digital $APLD [Long]
• Riot Platforms $RIOT [Long]
• SharonAI Holdings $SHAZ [Long]
• IREN $IREN [Long]

Private companies:
• Anthropic ~$5B
• Fluidstack $830M
• Source Foundry $500M
• MatX $500M
• Physical Intelligence $1B

Full exits:
• Nvidia $NVDA [Put] - Covered entirely
• Oracle $ORCL [Put] - Covered entirely
• Broadcom $AVGO [Put] - Covered entirely
• AMD $AMD [Put] - Covered entirely
• Micron $MU [Put] - Covered entirely
• Taiwan Semiconductor $TSM [Put] - Covered entirely
• ASML $ASML [Put] - Covered entirely
• Intel $INTC [Put] - Covered entirely
• Corning $GLW [Put] - Covered entirely

Summary: Every semiconductor hedge is gone and replaced with a longs across: memory, power, compute, and chip equipment, per his Q2 2026 13F and news outlets regarding Private investments

[Wall St Engine @wallstengine]

S&P GLOBAL WEIGHS CAPITAL IQ SPINOFF

S&P Global $SPGI is exploring a potential separation of Capital IQ Pro, its flagship financial data and research platform.

Options include creating a publicly listed company, with a possible valuation in the high single-digit billions.

The talks are still early and S&P could decide not to proceed. A standalone CapIQ would compete more directly with FactSet and LSEG’s data business.

[Amos / Draw Near @DrawNear_]

This remains the most profound meme I've ever seen.

[vittorio @IterIntellectus]

Dyson just released a new AI-powered toothbrush with an integrated 100,000-pixel macro lens camera for $499

boy is this a nice piece of technology

[Compounding Quality @QCompounding]

The cost of a comfortable retirement (different countries)

[Patrick OShaughnessy @patrick_oshag]

Wake me up when AI can write like John Steinbeck to Marilyn Monroe 😂

[박태훈 @roas_TT]

제 허리를 살려주셨어요

[Milk Road Stocks @MilkRoadStocks]

Trump's updated portfolio is basically a bet that America wins the AI race. (Save this)

His largest position is $NVDA at 10.0%, followed by $TSLA at 9.0% and $APPL at 8.5%.

Other notable names:

$BA: 7.5%
$XOM: 7.0%
$JPM: 6.5%
$PLTR: 6.0%
$DELL: 5.5%
$GS: 5.0%
$INTC: 5.0%

Every major position is either an AI play, a US financial giant or a domestic industrial.

Use the link below to see exactly what our PRO analysts hold.