The_Eleven

[The Inner Circle Trading Group DP David Prince @epictrades1]

$INTC $MU INTC CFO says - "issue is not cost of memory but getting their hands on memory"

[Trade Whisperer @TradexWhisperer]

$MU Price Targets.

Bank of America: $1,550 on 7/16
KeyBanc: $1,750 on 7/14
TD Cowen: $1,600 on 7/10

Micron stock price is still 3 digits.

[The Kobeissi Letter @KobeissiLetter]

We are in the midst of the biggest technological revolution in modern history.

Alphabet, $GOOGL, just raised their full-year 2026 CapEx guidance to up to $205 billion.

This annual CapEx budget alone is larger than the market cap of all but 85 companies in the world.

The Magnificent 7 will soon spend over $1 trillion in combined annual CapEx.

This is a once-in-a-lifetime technological revolution.

[Sam Parikh @smartertrader]

Googl says can’t meet demand so has to buy full others like xAI. That takes googl margins lower

But that take all data centers higher
All memory way way higher

All good. Way way higher.
This is your opportunity of a lifetime

[Trade Whisperer @TradexWhisperer]

$GOOGL Holy Shit

"Google will account for the majority of ASIC shipments this year. Driven by its external chip sales strategy and cloud AI demand (Gemini), Google's ASIC shipments are projected at 4M units, 78% YoY growth. Supply chain projections indicate Google aims to more than double ASIC shipments in 2027."

Pretty bullish if you ask me. Shipments at that scale generate substantial revenue, which justifies the $MU $SKHY HBM and AI spend. TPUs feed straight into Google Cloud Platform.

Now they just have to frame it correctly on the call today. The silicon story is a win-win bull case.

[Jack Farley @JackFarley96]

ALPHABET CFO ON DATA CENTERS: WE PLAN ON USING MORE THIRD PARTY CAPACITY AS WE SCALE OUR OWN CAPACITY

CEO: "WE ARE IN EARLY INNINGS." WE SEE EXTRAORDINARY OPPORTUNITIES AND EXTRAORDINARY RETURNS

$GOOGL $GOOG

[StockWhale @thestockwhale]

$MU and $SNDK

Winners will keep winning.

HOWEVER, I expect BETTER buying opportunities in the next few weeks.

Have cash ready to buy the BIGGER red days ahead, as the Mag 7's are starting to drag the rest of the markets down.

[The_Eleven @The_Eleven_]

@GuntherEagleman Yep

[The_Eleven @The_Eleven_]

@RealJamesWoods They killed my father! 😔

[The_Eleven @The_Eleven_]

There’s a fair amount of bullshit on here! 🤮

[The_Eleven @The_Eleven_]

@JasonL_Capital Leaps

[Sean Fitzgerald (Actual Justice Warrior) @IamSean90]

Eric Adams in 2023: If we keep spending money on migrants like this it's gonna blow a $12 billion hole in the budget
Mamdani in 2023: that's right wing propaganda
Mayor Mamdani in 2026: Eric Adams without warning left us a $12 billion deficit

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: New Yorkers are in a state of SHOCK after Ugandan Mayor Zohran Mamdani says NYC now faces a "fiscal crisis at a scale of the GREAT RECESSION"

His plan: "Raising taxes on wealthy New Yorkers and profitable companies."

Yikes. Best of luck, NYC

[Wall Street Apes @WallStreetApes]

Democrats are protesting ICE today, but they voted for mass deportations in 2008

Barack Obama “The Bush administration has done nothing to control the problem that we have. We've had 5 million undocumented workers come over the borders since George Bush took office. It has become an extraordinary problem. And the reason the American people are concerned is because they are seeing their own economic position slip away.

And oftentimes, employers are exploiting these undocumented workers. They're not paying the minimum wage. They're not observing worker safety laws. As president, I will make sure that we finally have the kind of border security that we need.”

[Robby Starbuck @robbystarbuck]

I don’t want to hear any criticism of the op to take down Maduro in Venezuela. Trump got Maduro black bagged in less than an hour with pocket change and ZERO American deaths.

Now every bad guy on the planet knows we can do that to them too. They’ll be saying yes sir and following our demands going forward.

Any other Admin in modern American history would have spent TRILLIONS and more importantly would have killed God knows how many young American men to do the same thing and it probably would’ve taken them a decade or more. Oh and Venezuelans would have hated them by the end of it.

Today Venezuela is celebrating with us. They love and appreciate America for removing the tyrant.

In every conceivable way this was a win. Not just a win either really but arguably the greatest special operation pulled off in modern times.

Amazing what you can do when a warrior leads the military and unleashes special forces do special forces things @SecWar @PeteHegseth.

[The_Eleven @The_Eleven_]

@_sorrengailll Yep

[The_Eleven @The_Eleven_]

@RealEmirHan Wrong, he’s a fucking idiot

[revolvermag @Revolvermag]

Happy 61st birthday to the great EDDIE VEDDER! 😂

[The_Eleven @The_Eleven_]

@Matt_Pinner Dread Pirate Roberts

[The_Eleven @The_Eleven_]

@modernhistory