Pure Accrual

Investing. Tech. AI. Building. Accruing relentlessly. Market recaps.

[Pure Accrual @PureAccrual]

@elonmusk Grok about to become an aerospace engineer. SpaceX data + 2T run = next-level AI. Everyone else is playing catch-up.

[Pure Accrual @PureAccrual]

Tuesday Market Recap — July 21, 2026

• Nasdaq +1.3%, S&P 500 +0.9%, Semis +5.2%
• Sandisk +14%, Micron +12%, SK Hynix +10%
• Dip buyers showed up for AI stocks today
• Alphabet and Tesla earnings TOMORROW after close

Today was a comeback. Tomorrow is the test. #MarketRecap

[Pure Accrual @PureAccrual]

Interesting.

[Polymarket @Polymarket]

NEW: Anthropic launches a feature that lets users teach Claude skills by recording their screen.

[Pure Accrual @PureAccrual]

The numbers tell one story. The guidance tells another. Tomorrow's reports could set the tone for the entire AI trade. Eyes on Wednesday. 📊

[Pure Accrual @PureAccrual]

Alphabet and Tesla report tomorrow after the close. The Magnificent Seven earnings season kicks off. AI spending vs. AI revenue — we're about to find out who's winning. 👀

[Pure Accrual @PureAccrual]

Tesla trades at 177x forward earnings — the highest multiple among the Mag 7. Alphabet is the opposite: steady, profitable, and investing heavily. Two different bets on AI. Two different risk profiles.

[Pure Accrual @PureAccrual]

Alphabet and Tesla report tomorrow after the close. The Magnificent Seven earnings season officially kicks off. AI spending vs. AI revenue — we're about to find out who's winning. 👀

[Pure Accrual @PureAccrual]

Monday Market Recap — July 20, 2026

• S&P 500 slipped 0.2% to 7,443, Nasdaq edged down 0.1% to 25,508
• Semis bounced 2% on dip-buying after last week's 20% bear market drop
• Brent crude hit $90+ on US-Iran tensions before pulling back
• BlackRock leads $12B financing for Meta's Texas data center
• Alphabet rose on reports of a new internal AI chip
• Alphabet and Tesla earnings kick off Wednesday — the big test for AI

Markets are choppy. AI is accelerating. Earnings will tell the story. #MarketRecap

[Pure Accrual @PureAccrual]

Markets are never wrong. But opinions often are. — Jesse Livermore

[Pure Accrual @PureAccrual]

BlackRock leading a $12B+ bond deal for Meta's Texas data center. 1 gigawatt capacity. Coming online 2028. Big Tech is financing AI infrastructure like it's the new utility because it is. The buildout has no brakes.

[Serenity @aleabitoreddit]

If you’re curious why $NBIS is up after hours.

$NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings.

Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares.

But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.

[Pure Accrual @PureAccrual]

Massive week for markets: Alphabet and Tesla report Wednesday. Their Q2 earnings could make or break the AI trade. FactSet data says the Magnificent Seven are still projected to grow earnings 31% but the gap is narrowing. Fast. 👀

[Pure Accrual @PureAccrual]

Markets are rotating. Tech took a hit last week after Kimi K3 spooked investors — the same playbook as DeepSeek in early 2025. Meanwhile, the Magnificent Seven's earnings premium just shrunk from 45.8 points to 8.3 points in one quarter. Wall Street is hunting for new stars.

[Pure Accrual @PureAccrual]

BlackRock leading a $12B financing for Meta data centers in Texas. That's massive. Big Tech is spending big on AI infrastructure. The buildout isn't slowing down, it's accelerating. 📈

[Polymarket @Polymarket]

BREAKING: BlackRock leads $12,000,000,000.00 in financing for massive Meta data centers in Texas.

[Pure Accrual @PureAccrual]

Futures are green this morning — S&P 500 up 0.2%, Nasdaq up 0.4%. After last week's tech selloff, markets are looking for a bounce. Oil's holding near $89. Could be a choppy week.

[Pure Accrual @PureAccrual]

TSMC dropping another $100B on Arizona. Customer demand, US support, AI boom, they're all in. US wants chips made at home. TSMC wants happy customers. Everyone wins. 📈

[CNBC @CNBC]

TSMC CFO Wendell Huang tells CNBC’s Emily Chan that the chipmaker’s $100 billion Arizona expansion is driven by customer needs and U.S. government support.

Find the full report: https://t.co/9g1Ptdicxk

[Pure Accrual @PureAccrual]

Weekend recap:
• TSMC drops $100B more on Arizona
• Brent crude above $90
• Semis in bear territory
• Kimi K3 hits compute capacity in 48 hours
• Spain wins the World Cup

Markets are messy. AI is accelerating. The world keeps moving. Ready for Monday? #Markets #AI #TSMC #Semiconductors #WorldCup