Mashpit

Long term portfolio stacking. Scanning for a new holding.

[Mashpit @Mashpity]

AUGUST IS THE WEAKEST MONTH OF THE YEAR

• Over the last 30 years, the S&P 500’s average return in August has been near zero or slightly negative/positive (roughly –0.5% to +0.5%).

• Longer-term (since ~1950), August averages about –0.5% to –1.2%.

GET READY

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $BE Bloom Energy at $164.

I came back in time to tell you.

[Mashpit @Mashpity]

ServiceNow AI Update:

• ServiceNow has raised its AI guidance
• AI/Now Assist grew +130% YoY last quarter
• Deals including 3+ Now products increased by 70%
• New AI Guidance: $1.5B (+50% raise)
• Ticker: $NOW

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $MSFT at $425

I came back in time to tell you.

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $MSFT at $350

I came back in time to tell you.

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $NOW at $96.

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $NOW at $90

I came back in time to tell you.

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $NOW at $90

I came back in time to tell you.

[Mashpit @Mashpity]

"The goal isn't to give you an AI you can talk to; it’s to give you an AI that acts on your behalf before you’ve even realized there’s a friction point."

– Andy Jassy, CEO

$AMZN

[Andy Jassy @ajassy]

The Quick desktop app is here, and it’s compelling.

Connects to your email, calendar, Slack, local files, and several other apps to flag important communications, retrieve and summarize info, make recommendations, send communications, and create agents that do work you used to have to do yourself. Gets smarter and more personalized the more you use it.

Been using it a lot recently and is changing how I work. It’s allowing me to use applications like my inbox more like an archive, and Quick as my personalized, prioritized, productivity hub that can multi-task various needs.

Still early days, and a lot more coming, but excited for folks to start using it to make the undifferentiated work so much less complicated. https://t.co/UtuGTDx4gT

[Mashpit @Mashpity]

OPENAI - MICROSOFT $MSFT JUST ANNOUNCED A NEW PARTNERSHIP AGREEMENT

Microsoft will no longer pay a revenue share to OpenAI

Microsoft continues to participate in OpenAI's growth as a major shareholder and retains a license to OpenAI IP through 2032

$MSFT Shareholders right now.

[Mashpit @Mashpity]

American families have never suffered this much in 75 years.

YES. 75 YEARS.

[Mashpit @Mashpity]

🚨 Volatility for Earnings next week.

$MSFT ±6.8%
$AMZN ±8.7%
$AAPL ±5.6%
$GOOGL ±5.8%
$META ±9%
$HOOD ±14.5%
$UPS ±8.4%
$SOFI ±10.5%
$V ±4.9%
$QCOM ±8.8%
$CMG ±9.5%
$RDDT ±13.5%
$MRNA ±10.2%
$NXPI ±10.5%
$ENPH ±15.5%
$SPOT ±10.3%
$SNDK ±16.8%
$WDC ±12.5%

[Mashpit @Mashpity]

GREEN CANDLE FACTORY AT STOCK MARKET OPEN!!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran through Pakistani mediators has given the US a new proposal for reaching a deal on the reopening of the Strait of Hormuz and ending the war, per Axios.

Details include:

1. Nuclear negotiations are postponed for a later stage under the deal

2. President Trump is set to hold a meeting with his top national security and foreign policy team on Monday to discuss negotiations

3. President Trump has signaled he wants to continue the US “blockade” of the Strait of Hormuz

4. President Trump said the Iranian position led him to cancel a trip by his envoys Steve Witkoff and Jared Kushner to Pakistan

Indirect US-Iran talks appear to still be ongoing.

[Mashpit @Mashpity]

TOMORROW’S GOD CANDLE IS BEING PREPARED.

HOOLY SHIT!

[Donald Trump Tracker @DonnyTracker]

Iran offers US deal to reopen Strait of Hormuz, end the war, and postpone nuclear talks, Axios reports. 🇮🇷 🇺🇸

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $SOFI at $15.

I came back in time to tell you.

[Mashpit @Mashpity]

She saved the market once again

[Mashpit @Mashpity]

Me: Waiting for market open

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $NOW at $80.

I came back in time to tell you.

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $ADBE at $225.

I came back in time to tell you.

[Mashpit @Mashpity]

Hey it's me. I'm from a few years in the future.

People are now talking about how they wish they had purchased more $MSFT at $350

I came back in time to tell you.

[Mashpit @Mashpity]

@KasraRahimi2 @pdicarlotrader Yes

[Mashpit @Mashpity]

@pdicarlotrader COIN