American Dream

Hello, is your heart clear today??

[American Dream @admmda18]

Altcoin bull market conditions (energy condensation) have been achieved, but it's a "liquidity bottleneck" where the explosion is delayed due to macroeconomics (inflation and rising Treasury interest rates)

#bitcoin #ethereum #crypto #kaiachain #kaia #korea #NVIDIA

[American Dream @admmda18]

@0xPepesso No fear-selling based on rumors, screenshots, or secondary claims.

[American Dream @admmda18]

@cmsinvests Yes, futures turning green with a solid KOSPI rebound is encouraging — especially after the recent correction. It signals short-term relief and renewed buying interest in semiconductors/AI names. (Samsung, SK Hynix leading the charge today)

#SKHY #SAMSUNG #SKHynix

[American Dream @admmda18]

@Mr_Derivatives Two Big Tech stocks disappointed, but the market is looking at the 'big picture' and the rotation is still in progress that's why the futures turned green. This is a classic 'Sell the news but buy the dip elsewhere' pattern that frequently appears during earnings season.

[American Dream @admmda18]

@DeFiTracer Amen to that! Larry Fink controls trillions and he's clearly positioning for what's next. Bitcoin's stability is improving and the real bull run is just getting started. 🚀

[American Dream @admmda18]

@Barchart The market desperately needs a reversal.

[American Dream @admmda18]

AI investments are creating short-term pain but positioning Alphabet for long-term dominance. The company remains at the very center of the AI ecosystem.

#Alphabet #GOOG #GoogleEarnings #Q2Earnings #AI #Gemini #GoogleCloud #TechStocks #Investing

[Joseph Carlson @joecarlsonshow]

Google is actually insane. The earnings reports are always amazing.

[American Dream @admmda18]

@aitrendz_xyz This is one of the places I really want to visit! 🔥

[American Dream @admmda18]

@Boyychaaa What a mesmerizing island...! If I ever go to Thailand, this view is an absolute must-see. Thanks for the video 🙌

[American Dream @admmda18]

Q2 FCF came in at -5.9B, turning negative for the first time due to heavy CapEx. This is driven by AI infrastructure buildout costs, but given the strong Cloud growth momentum, the investment still looks worthwhile. With FY CapEx guidance raised, expect short-term volatility.
$GOOGL $GOOG

[American Dream @admmda18]

@bkmdouga Great job capturing such a rare video!

[American Dream @admmda18]

Extreme Concentration in Profit Growth
The fact that the Magnificent 7 plus semiconductors account for roughly two-thirds of S&P 500 profit growth highlights the market’s heavy reliance on a very small number of companies and sectors. This dynamic increases overall market vulnerability.

Leadership Rotation Signal
The expectation that semiconductors will outperform Hyperscalers in Q2 reflects the timing gap in monetization between AI infrastructure investments (semiconductors) and AI applications/services (Hyperscalers). Semiconductors are currently enjoying direct benefits from the ongoing Capex cycle.

Investment Implications
In the short term, focus on the sustainability of momentum in the semiconductor sector. Over the medium to long term, the key question for sustained market upside will be whether Hyperscalers can recover their contribution to overall profit growth.

[The Kobeissi Letter @KobeissiLetter]

Tech stocks are driving a historically large portion of market earnings:

$AMZN, $GOOGL, $META, and $MSFT contributed ~34% of the S&P 500’s YoY EPS growth in Q1 2026, making them a key driver of profit growth for the index.

At the same time, semiconductor companies accounted for another 31%, while all other companies in the index contributed just 36%.

In other words, those two groups accounted for 65% of the S&P 500’s earnings growth in Q1 2026, up from 52% in Q1 2025.

Looking ahead to the current earnings season, semiconductor companies are estimated to increase their contribution by +17 percentage points in Q2 2026, to a record 48%.

Meanwhile, the contribution from $AMZN, $GOOGL, $META, and $MSFT is expected to fall -25 percentage points, to just ~9%.

Earnings growth leadership is shifting toward the semiconductor sector.

[American Dream @admmda18]

The US flat morning does not exert significant downward pressure on Asia, but there is also a lack of clear upward momentum. Asian markets for the next session are likely to be heavily influenced by today's (7/22) full US session performance—particularly in tech stocks and any key economic data.

[unusual_whales @unusual_whales]

A flat morning.

[American Dream @admmda18]

@NightSkyNow If I think about the universe, I am a smaller existence than a single grain of sand on Earth.

[American Dream @admmda18]

@Rainmaker1973 I respect China's technological advancements in autonomous heavy freight, but safety must remain the absolute priority to truly advance as a developed nation.

[American Dream @admmda18]

@preman_20 Yes, it's the fire that's precisely killing them.

[American Dream @admmda18]

@5chmatme Don't waste too much energy on a single popcorn kernel. We don't have enough energy left for AI and Bitcoin as it is.

[American Dream @admmda18]

@DougRewards @nexocooker Lmao 😂 Feels like the waterlogged position club right now. We'll weather this BOJ storm together!

[American Dream @admmda18]

@Osinttechnical I share your hope that this conflict de-escalates quickly. Prolonged instability in the Middle East, especially around the Strait of Hormuz, carries high human and economic costs.

[American Dream @admmda18]

@Kalshi Yes, using Anthropic's Claude (or similar advanced AI coding tools) dramatically lowers the barrier to programming.

[American Dream @admmda18]

A Japanese farm is currently selling 5kg of high-quality Hinohikari rice for 3,900 JPYC (2025 crop, cold-stored with quality assurance).
Pay directly in JPYC → Instantly receive physical goods on the ground in Japan.
This is what real-world stablecoin utility looks like. It’s money’s fundamental roles store of value and medium of exchange functioning seamlessly on the blockchain.

#kaia #ethereum #stablecoin #jpyc #crypto

[くぼちん @kubo_ojisan9880]

JPYC決済でお米を販売してます。今年は送料込みでけっこうギリギリの値段でお試し販売してます。令和7年度産ですが、保冷庫保管してるお米で品質はバッチリ！
5kg 3,900JPYC！
現金不可です！
https://t.co/3aCN0LbF3s