AR 2 D 2

Key interests include Tech, Real Estate, Finance, Wifely and Veteran interests

[AR 2 D 2 @Queenbeeish]

@AdityaInvests90 @GAndersonTrades What did he just say about the Kimber company?

[Jim Cramer @jimcramer]

OK, IF you have to, lets go with Micron, AMAT and Intel/AMD for the ones I like the best....for this part of the food chain.n

[Houston Chronicle @HoustonChron]

The company, U.S. Anesthesia Partners, has been under the microscope of the Federal Trade Commission since 2023 for swallowing up smaller clinics and ratcheting up prices.⁠
⁠
Now it's being blamed for raising insurance premiums for hundreds of thousands of Texas teachers.⁠ https://t.co/L60DS5mzeg

[Barchart @Barchart]

Potential Diamond Top (Bearish Reversal) forming in the Nasdaq 100 $QQQ 🚨 🚨 Look for a close below 693 and expanding volume for confirmation 👀 After confirmation, Diamond Tops have an 80% success rate

[CNBC @CNBC]

Stocks making the biggest moves premarket: Netflix, SpaceX, Alphabet and more https://t.co/T093otQfP7

[AR 2 D 2 @Queenbeeish]

@6FT9FELLA Amen!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: June PPI Inflation falls to 5.5%, below expectations of 6.2%.

Core PPI Inflation fell to 4.7%, below expectations of 5.2%.

Month-over-month PPI inflation fell -0.3%, the biggest decline since April 2025.

The odds of rate hikes are declining further.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump has formally notified US Congress that the US is at war with Iran, per Politico.

Details include:

1. The move gives Trump another 60 days to use the military in the region without congressional approval

2. Trump said strikes that began on July 7th represent "military action consistent with my responsibility to protect Americans and US interests both at home and abroad"

3. Trump also just said that he will "hit Iran hard" tonight amid mounting tensions

The Iran War appears to be back again.

[unusual_whales @unusual_whales]

BREAKING: US CENTCOM forces will resume blockading maritime traffic entering and exiting Iranian ports on July 14 at 4 p.m. ET.

[Fox News @FoxNews]

BREAKING: President Trump says the Strait of Hormuz will remain open as the U.S. takes over security of the critical shipping lane.

He announced what he called the reinstatement of the "Iranian Blockade," saying only Iranian ships and their customers will be targeted while all other nations are free to transit the strait.

Trump says the U.S. will serve as the "Guardian of the Hormuz Strait" and is seeking reimbursement equal to 20% of all cargo shipped through the waterway to help cover the cost of providing security.

He says the plan takes effect immediately.

[AR 2 D 2 @Queenbeeish]

@FoxNews 👀

[The Kobeissi Letter @KobeissiLetter]

Big tech is resuming market leadership:

The proportion of Nasdaq 100 stocks trading at least -20% below their peaks is up to 48%, the highest since the February-March selloff.

This percentage has doubled over the last 12 months, though it remains below the 60% recorded before the late-March market bottom.

By comparison, during the 2022 bear market, this metric surged to as high as 80%.

This comes despite 64% of Nasdaq 100 stocks still trading above their 200-day moving average, near the highest reading of the year.

To put this into perspective, only 38% of index constituents were trading above their 200-day moving average before the market bottomed on March 30th.

The rally is becoming increasingly dependent on a shrinking group of stocks.

[Earnings Whispers @eWhispers]

Earnings Season begins the week of July 13, 2026

https://t.co/My2Eq16qS8

$NFLX $UNH $C $GS $ASML $TSM $JPM $PGR $BAC $WFC $AEHR $CAG $BLK $RF $USB $GE $FAST $ABT $AA $UAL $TFC $MS $ISRG $JNJ $ERIC $AERO $ELV $FITB $ALV $PNC $STT $MTB $CTAS $ANGO $FBK $FHN $CFG $CNS $EQBK $FNB $HOVR $BNY $JBHT $HOMB $IIIN $SDVKY $TRV $SPFI $VLVLY $WIT

[Evan @StockMKTNewz]

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

[Bloomberg @business]

SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter. https://t.co/82LwMRkp6X

[Aiswarya Venkitesh @AiswaryaVenkit1]

How @Microsoft is quietly building its own AI stack (beyond OpenAI)

Everyone thinks:
👉 Microsoft = OpenAI

But that’s only half the story.

Behind the scenes, Microsoft is building a full-stack AI ecosystem to compete directly with both @Google and @OpenAI.

Here’s what’s really happening:

1. Models Layer (Not just OpenAI anymore)

Developing its own MAI models

Integrating multiple models (OpenAI + Anthropic + others)

Moving toward AI independence

👉 Goal: Reduce dependency on a single provider

2. Infrastructure Layer (Azure AI)

Microsoft Azure as the backbone

Custom AI chips + massive compute investments

AI Foundry for model building & hosting

👉 Competing directly with Google Cloud & AWS

3. Data Layer (Microsoft Fabric)

Unified data platform (Lakehouse + BI + Real-time)

OneLake = single source of truth

AI works directly on enterprise data

👉 Data is the real moat

4. Copilot Layer (Distribution Advantage)

Embedded across Office, Teams, GitHub, Windows

Turns AI into daily workflows

Billions of users = instant distribution

👉 This is Microsoft’s biggest edge

5. Multi-Model Strategy (The Game Changer)

Copilot uses multiple models together

Models validate each other → better accuracy

“AI Council” approach

👉 Not one model. A system of models.

So what’s the strategy?

Microsoft isn’t trying to win with ONE model.

They’re winning with:
✔️ Platform
✔️ Distribution
✔️ Enterprise trust
✔️ Full-stack control

The big insight:

Google = Model + Search

OpenAI = Model + API

Microsoft = Entire AI Stack

And that changes everything.

AI doesn’t fail at inference.
It fails at execution.

𝗕𝗲𝗰𝗼𝗺𝗲 𝗯𝗲𝘁𝘁𝗲𝗿 𝗮𝘁 𝗔𝗜 𝗶𝗻 𝗷𝘂𝘀𝘁 𝟭 𝗺𝗶𝗻𝘂𝘁𝗲 𝗮 𝗱𝗮𝘆. 𝗝𝗼𝗶𝗻 𝗺𝘆 𝘄𝗲𝗲𝗸𝗹𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 𝘄𝗵𝗲𝗿𝗲 𝗜 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹-𝘄𝗼𝗿𝗹𝗱 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗼𝗳 𝗔𝗜 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻.
👉 𝗦𝗶𝗴𝗻 𝘂𝗽 𝗳𝗿𝗲𝗲 now → https://t.co/Kj8zW95H9X

Follow @AiswaryaVenkit1 for more such insights!!

[Aiswarya Venkitesh @AiswaryaVenkit1]

Anthropic engineer:

"You're not supposed to prompt Claude. You're supposed to build a system that prompts itself."

In 45 minutes she breaks down how Anthropic builds agents that remember, learn from their mistakes, and get smarter with every run.

Worth more than any paid course you'll find on building agents.

Watch the session

[Barron's @barronsonline]

PepsiCo Earnings Will Show Whether Its Turnaround Is Taking Hold https://t.co/vgir7z6cDC

[AR 2 D 2 @Queenbeeish]

@antibearthesis Same as America’s wealth. The 1% control the larger piece.

[Bloomberg @business]

The US Treasury Department revoked a waiver that allowed the sale of Iranian oil following new attacks on tankers in the Strait of Hormuz. https://t.co/e4JhzuU92T