O

Living 🧘🏻‍♂️✌🏼

[Blossom @meetblossomapp]

If stock prices follow earnings…

Microsoft is expected to grow EPS at 18% CAGR over the next three years, while it’s down 23% YTD.

That’s 64% earnings growth.

Do the math.

$MSFT

[*Walter Bloomberg @DeItaone]

IF WE DON'T GET THE NUCLEAR DUST, WE DO NOT HAVE A DEAL WITH IRAN – SENIOR U.S. OFFICIALS

[GAR Capital @garcapital]

- OpenAI addresses Apple lawsuit:
- No interest in competitors' trade secrets.
- A clear stance on corporate integrity in the tech landscape.

[Evan @StockMKTNewz]

SK Hynix rang the opening bell for the 🇺🇸 stock market today at the Nasdaq exchange

[Dan Ives @DivesTech]

A big day for tech stocks @CNBCFastMoney 🍿🔥👇📺🐂

[CNBC Tech @CNBCtech]

How Apple stock rode the AI rollercoaster to record highs in 1 chart https://t.co/Me4f8Fg3pT

[*Walter Bloomberg @DeItaone]

IRAN HAS TOLD U.S. OFFICIALS THAT RECENT ATTACKS ON SHIPPING WERE FROM 'AN ERRANT PART OF THEIR SYSTEM' – SENIOR U.S. OFFICIALS

[GAR Capital @garcapital]

- U.S. 🇺🇸 maintains military options to ensure Iranian 🇮🇷 nuclear sites remain inaccessible.
- Iran claims recent shipping attacks result from a system error.
- No deal with Iran unless nuclear limits are adhered to and material is provided.

[Dan Ives @DivesTech]

Great to be on @CNBCFastMoney with @SullyCNBC discussing tech stocks into the second half of the year with the AI Revolution front and center as we dive into tech monetization theme with @GuyAdami 🏆📺👇🔥🐂🍿 @CNBC @CNBCtech

[unusual_whales @unusual_whales]

Many thousands of Costco’s U.S. hourly workers have over $1 million in their 401(k) accounts, per WSJ

[CNBC's Fast Money @CNBCFastMoney]

Important companies start showing AI monetization this earnings season, says tech strategist @DivesTech.

https://t.co/VMeFxCmvqN

[Blossom @meetblossomapp]

The consensus price target on Meta is $827/share. You're looking at 23.3% upside from today.

Wallstreet is bullish.

- Bank of America: $835 PT
- Wells Fargo: $767 PT
- Truist: $840 PT

$META

[Shay Boloor @StockSavvyShay]

$SKHY traded over 100M shares in its U.S. trading debut 😳

[Shay Boloor @StockSavvyShay]

$SKHY has the cleanest current exposure to the memory segment where $NVDA roadmap is creating the most value.

If HBM content per AI rack climbs from the low hundreds of thousands today to potentially more than $1M with Rubin Ultra then SK Hynix becomes a direct bet on structural memory content growth the market is still underpricing.

[Oguz Erkan @oguzerkan]

$META will double its compute capacity next year and you are bearish $CRWV?

$META signed their first deal with $CRWV in 2025, then expanded it this year as they ramped capacity.

Doubling capacity once again from here almost guarantees an expansion to its deal with $CRWV.

[Gene Munster @munster_gene]

9 trading days until tech earnings kick off with Tesla and Google. While Tesla is its own animal, the broader AI trade once again comes down to capex and cloud. Overall, I expect measurable upside, which should be favorable for the AI trade:

https://t.co/CS6FlKHPCy

[Shay Boloor @StockSavvyShay]

$SKHY is expected to generate nearly $377B in annual revenue by 2028.

SK Hynix is the most direct public bet on HBM dollar content inside $NVDA AI racks multiplying across Blackwell, Rubin and Rubin Ultra.

[Shay Boloor @StockSavvyShay]

A lot of people criticized $META for spending around $15B to build its superintelligence team.

But the moment Meta showed it is starting to ship on the model front with Muse Spark 1.1, the stock added ~$230B of market cap in less than 48 hours.

Money well spent.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SK Hynix stock, South Korea’s second most valuable company, officially debuts on the Nasdaq and surges +14% at the open, now worth over $1 trillion.

The company’s ADRs were priced at $149/share, raising $26.5 billion.

[unusual_whales @unusual_whales]

Trump will let bipartisan housing bill become law without signing in protest over GOP voter ID law