RunWithFunds

"Big moves in stocks & crypto. Follow the funds, ride the trend. 🚀📈"

[🎏 Groz 👹 @Mercury9II]

ใครก็ดูออกว่าเกมส์อภิปรายของส้มพุ่งเป้ามาที่เพื่อไทย
ชัดเจนในเลนมดดำถ้ามาว่าเพื่อไทยชั้ลก็ปกป้องเป็นโว้ย!!!
แล้วพูดต่อหน้ามัลลิกาด้วย 🤣

[霧海 @HemantaDash78]

フルはこちら↓

https://t.co/kIS7q5GFtv

[24ちゃんねる @4rd_pr]

国宝級の体すぎて何度もお世話になってる

[给阿姨倒杯卡布奇诺 @m845u]

兄弟们，我不管了，我先冲了，你们随意

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸US 10-year Treasury yield just crossed 5.025%, hitting its highest level since 2007.

A sustained 5%+ Treasury yield could pull money out of stocks while pushing borrowing costs even higher.

[Bull Theory @BullTheoryio]

BREAKING: Intel is up 8% today as Intel announces plans to raise PC CPU prices by roughly 10% starting in early October.

Intel is doing this to protect profit margins instead of competing purely on volume.

Intel also crossed 1 million wafers processed using ASML's High-NA EUV technology, a major foundry milestone, and Northland upgraded the stock to "Outperform" today.

The company is also running a $20 billion equity raise at $95 a share to fund its AI and foundry buildout.

Intel is now up over 160% year to date, one of the biggest turnaround stories in the market this year.

[นางแบกการละคร on X @beautyredonX]

ภูมิใจไทยคุมง่าย

[Charlie Bilello @charliebilello]

Q2 Revenue Growth, YoY % Change...
Nvidia $NVDA: +106%
SpaceX $SPCX: +92%
AMD $AMD: +50%
Broadcom $AVGO: +48%
Meta $META: +28%
Tesla $TSLA: +26%
Google $GOOGL: +24%
Amazon $AMZN: +20%
Microsoft $MSFT: +18%
Apple $AAPL: +16%
S&P 500 $SPY: +15%
Netflix $NFLX: +13%

[Shay Boloor @StockSavvyShay]

$NVDA now earns more in a single quarter than 12 of America’s most iconic companies combined.

Thats what happens when one company becomes the core infrastructure layer behind the fastest capital spending cycle in tech history.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic's valuation is now expected to exceed $2 trillion by December 31st.

Markets now see a new high 71% chance of Anthropic hitting $2 trillion this year and a 47% chance of the company hitting $2.5 trillion.

The AI Revolution is accelerating.

[Lin @Speculator_io]

This is not a bubble!

[Evan @StockMKTNewz]

Nvidia $NVDA stock just opened trading today up by more than $300 Billion in market cap

For anyone curious $300B is larger than every public company in the world execpt for 52 names

$300B is larger than

Philip Morris $PM - $299B
$DELL - $299B
Alibaba $BABA - $292B
Raytheon $RTX -285B

[Wall St Engine @wallstengine]

Nvidia $NVDA Q2’27 EARNINGS HIGHLIGHTS

🔹 Revenue: $96.2B (Est. $92.2B) 🟢; +106% YoY
🔹 Adj. EPS: $2.22 (Est. $2.10) 🟢; +120% YoY
🔹 Data Center: $89.0B (Est. $85.8B) 🟢; +117% YoY
🔹 Adj Gross Margin: 75.0% (Est. 75%) 🟡; +250 bps YoY

Q3 Guide:
🔹 Revenue: $108.0B +/- 2% (Est. $104.2B) 🟢
🔹 Adj Gross Margin: 74.0% +/- 50 bps
🔹 Adj OpEx: ~$9.0B

Segment Revenue:
🔹 Data Center: $89.0B; +117% YoY
🔹 Edge Computing: $7.2B; +27% YoY

Financials:
🔹 Adj Operating Income: $64.0B; +124% YoY
🔹 Adj OpEx: $8.2B; +54% YoY
🔹 Adj Net Income: $54.0B; +118% YoY
🔹 Free Cash Flow: $21.3B
🔹 Cash & Cash Equivalents: $22.4B
🔹 Short-Term Debt: $1.0B
🔹 Long-Term Debt: $32.4B

Capital Return:
🔹 Shareholder Returns: ~$26.0B in Q2
🔹 Remaining Authorization: ~$99.0B

Key Updates:
🔹 GAAP-to-non-GAAP adjustment includes $7.8B of net gains from equity securities
🔹 Outlook assumes no Data Center compute revenue from China
🔹 Vera Rubin is ramping into full production with racks running at partners

Comments:
🔸 “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”

🔸 “The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”

[Bull Theory @BullTheoryio]

BREAKING: $ANF is up 35% today, on track for its biggest single day gain in its 30 year history as a public company.

Q2 earnings came in at $4.17 per share, more than double the $1.97 analysts expected.

A $100 million tariff refund added $1.75 per share to that number. But even without it, the company earned $2.42 per share, still well above estimates.

Full year EPS guidance was raised from $10.20 to $13.35, a 27% jump in a single quarter.

Share buybacks were increased from $450 million to at least $500 million.

Revenue hit a record $1.27 billion in Q2, up 5% from a year ago and the 15th consecutive quarter of growth.

The stock was down 26% year to date before today.

This single earnings report wiped all of that out and pushed it to its highest level in 19 months.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸🇨🇳 The US says Chinese hackers broke into the Federal Reserve, NASA, the DOJ and the Senate.

The hackers were working for a Chinese company called Nanjing Xinjiuwei, whose clients included China's intelligence agency and its military.

They used two tools called QScan and QTRouter.

QScan infected thousands of everyday devices like routers and cameras worldwide.

Those infected devices were then used to hide where the attacks were coming from, making it look like the hacking was coming from local computers rather than China.

The operation has been running since at least 2018. The Justice Department seized the domains that made both tools work, shutting them down.

This is the fourth time in three years the US has disrupted a major Chinese hacking operation.

In 2025 the FBI removed Chinese malware from over 4,000 US computers.

In 2024 it dismantled a botnet of hundreds of thousands of infected devices.

In 2023 it disrupted a network used to attack US critical infrastructure.

[The Kobeissi Letter @KobeissiLetter]

It's officially Nvidia earnings day.

Nvidia, $NVDA, is expected to post a record $92.3 BILLION in quarterly revenue today.

This would mark +1,278% revenue growth over the last 4 years.

Furthermore, this would mark nearly +$90 BILLION in revenue growth compared to Q2 2020.

We are witnessing the biggest technological revolution in modern history.

[Shay Boloor @StockSavvyShay]

$NVDA AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly

Here’s who has the most exposure to Nvidia today:
• $TSM 37%
• $SKHY 27%
• $MU 14%
• $TER 8%
• $ASX 3%
• $FN 1%
• $AMKR 1%
• $CSCO 1%

I also think the wild part is that Nvidia now spends more on HBM than on the wafers themselves and roughly a quarter of its revenue equivalent on test equipment which says a lot about how important memory, yield and validation have become at these die sizes.

[*Walter Bloomberg @DeItaone]

BITCOIN COULD HIT $300,000 BY 2029

Bernstein predicts Bitcoin could recover to a new record of $150,000 by mid-2027 before reaching $300,000 by 2029.

The firm expects rising government debt and currency debasement to boost demand for scarce assets like Bitcoin.

Bernstein also highlights growing institutional adoption and strong long-term holders as key support for its bullish outlook.

[Bull Theory @BullTheoryio]

🚨 JAPAN'S BOND CRISIS IS NOW ATTRACTING THE VERY MONEY THAT COULD MAKE IT WORSE.

The 10 year Japanese bond yield recently hit 2.92%, its highest since 1996. For decades it sat near zero and nobody wanted it.

Now foreign investors are piling in.

Japanese bond ETFs have taken in a record $1.5 billion in 2026 alone, nearly three times all of last year.

But this is not a simple win for Japan.

Higher yields mean Japan's government pays more to borrow.

With debt at 204% of GDP and 25% of the budget already going to debt servicing, every basis point higher makes the fiscal position worse.

The same rising yields that are attracting foreign money are slowly crushing the government that has to fund them.

And when a carry trade gets this crowded, history says the exit is never orderly.

[Visual Capitalist @VisualCap]

The World’s $158 Trillion Stock Market in One Chart 📈 

https://t.co/bcFc0Vs3tX