Rithwik

[Shay Boloor @StockSavvyShay]

Elon Musk says $SPCX AI satellites will use batteries to boost peak power from 150 kW to 230 kW.

The added power could reduce the number of satellites needed to reach the same compute capacity while lowering launch and manufacturing requirements.

[Jason @3PeaksTrading]

$BTC Bitcoin weekly chart starting to look interesting now after the flush bottomed right near the 61.8% fib retrace of past 4 years upmove. Also lines up with recent low coming right at the AVWAP from the 2022 low and saw weekly RSI bull divgergece.

Hard to be bullish here though if expect a stock market dip late summer but will be worth watching as no one likes Bitcoin now. Maybe get crypto to base sideways around this 55-65K zone and form a buy point later in Q3.

Would love to see a flush under 50K if got that based on Saylor forced selling then could see some capitulation worth buying.

[*Walter Bloomberg @DeItaone]

⛽ OIL SHOCK, FEWER RATE CUTS?

Kalshi markets are increasingly pricing in a higher chance of the Fed's next move being a rate hike.

Brent crude jumped 7.4% after Trump declared the Iran ceasefire "over," adding to inflation risks and reducing the scope for rate cuts.
https://t.co/kZLYip874l

[Shay Boloor @StockSavvyShay]

THE 7 LAYERS OF PHOTONICS

1. Materials & Wafers (substrate layer)
$AXTI, $IQE $WOLF, $COHR, $LWLG

2. Tools (fabrication layer)
$ASML, $AMAT, $LRCX

3. Lasers (light generation layer)
$LITE, $COHR, $LASR, $SMTC

4. Foundries (manufacturing layer)
$TSM, $TSEM, $GFS, $UMC, $INTC

5. Test, Inspection & Packaging (reliability layer)
$AEHR, $VIAV, $ONTO, $AMKR, $FN

6. Optics (module layer)
$AAOI, $POET, $GLW

7. Networking (connectivity layer)
$CRDO, $MRVL, $AVGO, $ANET, $CIEN

[Shay Boloor @StockSavvyShay]

Anthropic is reportedly moving toward its first direct data center leases with more than a dozen LOIs signed with U.S. developers.

$GOOGL may financially guarantee part of those lease obligations helping Anthropic move closer to the $META and OpenAI infrastructure playbook.

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC ~2.2x
• $LRCX ~2.2x
• $KLAC ~2.0x
• $AMAT ~1.7x
• $ASML ~1.7x
• $ANET ~1.7x
• $TSM ~1.2x
• $LITE ~1.1x
• $COHR ~1.0x
• $CRDO ~0.9x
• $NVDA ~0.8x
• $AMD ~0.7x
• $AAOI ~0.7x
• $MRVL ~0.6x
• $ON ~0.6x
• $AVGO ~0.6x
• $SNDK ~0.4x
• $MU ~0.4x

[TraderJonesy @TraderJonesy]

Let's go vertical $SPY.

Rip it to 745!

Congrats if you bought the dip off the golden pocket!

#SPX #SP500

[Khairallah AL-Awady @eng_khairallah1]

Anthropic's Claude team just showed how to build an AI agent with real memory in under 30 minutes.

24-minutes. free. by the people who built Claude.

worth than $500 vibe-coding course.

Bookmark &amp; replace one movie today with this course, then read the complete article below.

[Market Rebellion @RebellioMarket]

The Only EMA System You’ll Ever Need:

[*Walter Bloomberg @DeItaone]

IRAN: HORMUZ CONTROL WILL DOUBLE OUR OIL REVENUES

Iran Army Spokesperson: “Our people’s and armed forces’ resilience stopped the enemy from achieving any goals. Controlling the Strait of Hormuz will bring us economic revenues twice as high as oil income, while strengthening our foreign policy power. After this war, there will be no retreat.”

[Anatoli Kopadze @AnatoliKopadze]

This 3-minute video from Anthropic will make you realize you've been using Claude wrong this whole time

"when you open Claude Code without a CLAUDE.md file, it has to start fresh every single time"

most people have no idea how much this one file changes the way Claude actually works for you

and this isn't only for developers

the article below has 21 CLAUDE.md examples you can use in your daily routine

I'm sure everyone will find something that fits exactly how they work

[Ruben Hassid @rubenhassid]

Instead of another YouTube rabbit hole tonight.

Take these 11 courses to master Claude (for free):

→ Level 1 - 20 mins: The basics.

Claude certificates: https://t.co/Vn60ElPrcK
Claude For Dummies: https://t.co/QQDmzBAoH5

→ Level 2 - 55 mins: Real workflows.

Claude Cowork: https://t.co/uWTpOI3oyE
Claude for teams: https://t.co/qxlcqheAme
Cowork + Projects: https://t.co/xU97EpdrEe
Claude for slides: https://t.co/L0bPMgWEsy
Claude Skills: https://t.co/6cHYYfjpP2

→ Level 3 - 45 mins: The pro moves.

Claude Code: https://t.co/UgE9xBXnm6
Stop hitting Claude's limits: https://t.co/Yu24rPQafQ
Upload yourself in Claude: https://t.co/LyV7fegv4c
Stop prompting Claude: https://t.co/45xPLDRB6Y

Pro tip: Don't binge it. Do one level per sitting.

Actually apply each guide before moving to the next.

[Rithwik @RPoleneni]

@traderstewie Stewie the great

[Daniel San @dani_avila7]

https://t.co/iWGhR4tZj0

[Rithwik @RPoleneni]

AI LLMs

[NeilXbt @neil_xbt]

Andrej Karpathy could have charged $10,000 for this course.

He put it on YouTube.

The man who built Tesla Autopilot from scratch.
Co-founded OpenAI.
Understands AI at a level most engineers at Google and Meta never reach.

Sat down. Recorded 2 hours. No frameworks. No libraries. No shortcuts.

Then dropped it for free.

The gap between people who watch it this week and those who save it for later is not 2 hours.

It is everything those 2 hours quietly unlock for the rest of your career.

[Khairallah AL-Awady @eng_khairallah1]

🚨 CEO of Nvidia: "I'd hire the graduate who's expert in AI over the one who isn't. Every time"

he's not talking about people who use AI

everyone uses AI.

he's talking about people who know the stack.

agents. frameworks. tools. workflows.

Bookmark it.

[Rohit @ai_rohitt]

🚨 BREAKING: Claude can now build your retirement plan like a Vanguard $500/hour wealth consultant (for free).

Here are 5 insane Claude prompts that replace your retirement advisor, tax consultant, and investment strategist.

(Save for later.)