𝒜𝓉𝓊𝓁 𝒫𝒶𝓉𝒾𝓁

Individual Investor

[Ray Dalio @RayDalio]

I love everything about the 4th of July, and the 250th anniversary is especially great for me because I am joining with family and friends for a reading of the Declaration of Independence, a BBQ, and fireworks.

As I reflect on what has happened over the 250 years that followed July 4th, 1776, it seems like an impossible dream come true. Think about it. Imagine that at the outset on July 4th, 1776, you were asked what odds for success a country would have if it would be mostly made up of poor immigrants coming from all different countries with very different cultures and religions and it would be governed by a political system in which the leaders reported to these people who themselves had to vote, compromise, and submit to life-changing decisions that many disagreed with. Would you bet that it would do exceptionally well and improve for 250 years? I would have thought that virtually impossible, yet America has been exceptional for 250 years.

I also see that it was shockingly terrific and lucky for me to have lived through the best part of those 250 years because I was born four years after the 1945 post-World War II beginning of the new American world order, which gave me the best time in history in the best place in the world.

These reflections give me a deep appreciation for the principles and practices—the secret sauce—that created and sustained this remarkable American story, a fear that we are losing sight of them, and a sense of responsibility to contribute to sustaining them.

[Palantir @PalantirTech]

Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models:

“What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else.”

"Who owns the data? Are the prompts secure? Is this being transferred to you?"

"If it was so valuable, and I can make you a billion dollars, wouldn't I say I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so valuable?"

[Shay Boloor @StockSavvyShay]

Michael Burry says he is no longer short $PLTR.

[Ben Carlson @awealthofcs]

2026 returns:

Russell 2000: +22%

Mag 7: -7%

Unreal

[James Clear @JamesClear]

On funerals, loss, grief, friendship, and support:

It's not about knowing what to say. It's about being there when nobody knows what to say. The only thing people need to hear is, "You are not alone." And that doesn't require words. It just requires your presence.

[unusual_whales @unusual_whales]

BREAKING: Bank of America says it now expects the Federal Reserve to hike rates three times this year

[NVIDIA @nvidia]

Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.

According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.

By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.

Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.

Learn more below ⬇️

https://t.co/7WanoPNKTR

[Harsh Goenka @hvgoenka]

With virtually no atmosphere and no pollution, the night sky in Mars must be looking like a dazzling ocean of light stretching endlessly across the heavens.

[Charlie Bilello @charliebilello]

Tomorrow's News Today...

BREAKING: THE ECB HIKES INTEREST RATES FOR THE FIRST TIME SINCE 2023. 25 BPS INCREASE UP TO 2.25%. CITES ONGOING WAR IN IRAN, SURGING ENERGY PRICES, AND THE HIGHEST EUROZONE INFLATION RATE (3.2%) SINCE SEPTEMBER 2023.

[Boring_Business @BoringBiz_]

Elon Musk’s empire is increasingly becoming interconnected with each other through direct sales and contract agreements

This includes chips, vehicle sales and engineering capabilities

[Rob Anderson @_rob_anderson]

With Technology approaching 40% of S&P 500 market cap, many sectors have felt the squeeze: Consumer Staples and Utilities are at record-low weights in the index, Health Care has its lowest weight since 1994, and Financials is at its lowest weight since 2009.

[Boring_Business @BoringBiz_]

Virgin Galactic stock is currently +165% over the past month because Redditors on WallStreetBets are confusing the ticker $SPCE with Space X ticker $SPCX

Thats how dumb the market is right now

[Marcela Sapone @MsSapone]

Cloudflare is a rare company with the luxury of being preemptive, not reactive. Cutting 20% while still growing 30% is offense.

Companies lucky enough to be relevant in this AI era should also be brave enough to redesign before they’re forced to !

@eastdakota https://t.co/b4ftzl4G6S via @WSJopinion

[Charlie Bilello @charliebilello]

Average 30-Year Mortgage Rate in the US…
1970s: 8.9%
1980s: 12.7%
1990s: 8.1%
2000s: 6.3%
2010s: 4.1%
2020s: 5.3%
---
All-Time Low (Jan 2021): 2.65%
2023 Peak (Oct 2023): 7.79%
Today's Rate: 6.51% (highest since Aug 2025)

Video: https://t.co/GD9q22Ck0Y

[𝒜𝓉𝓊𝓁 𝒫𝒶𝓉𝒾𝓁 @atul2301]

$IONQ

U.S. government is preparing to award $2 billion in grants +equity stakes to boost the quantum computing

[Holger Zschaepitz @Schuldensuehner]

The birth-rate collapse isn’t just about money, housing, or women choosing careers. The sharper diagnosis: fewer couples. Across the world, young people still say they want kids. But they socialize less, partner less, commit less – and become parents less. Smartphones didn’t make us infertile. They may have made us lonelier. The fertility crisis is really a bonding crisis. https://t.co/DSi1emv0HU

[𝒜𝓉𝓊𝓁 𝒫𝒶𝓉𝒾𝓁 @atul2301]

Not perfect but yours

[𝒜𝓉𝓊𝓁 𝒫𝒶𝓉𝒾𝓁 @atul2301]

Sometimes, a person just needs to be reminded that the world is bigger than their own sorrow."

[Stephanie Link @Stephanie_Link]

Simple observation: quietly $PANW is up 23% YTD, $CRWD is up 20%, $FTNT is up 48% - the leaders in cybersecurity are the LT winners in AI and won't be displaced by AI. No coincidence the CEOs have been buying their stock.