Connie

curiosity & discipline; investment; add value

[Connie @connie1]

The AI Future Is for Everyone by @finkd https://t.co/YE7skdoz2r via @WSJopinion

[Elon Musk @elonmusk]

@HedgieMarkets I’ve asked the SpaceXAI team to preserve any rare books in a library and scan them the hard way vs just cutting off the spine and scanning

[James Chanos @RealJimChanos]

So we are at the point in the cycle where $NVDA has to provide financing guarantees for roughly 2/3rds of the cost of the chips it is selling to the data center project…?! Lol, ok.

[Connie @connie1]

beauty is in the eye of the beholder

[Connie @connie1]

$IBM CEO Arvind Krishna, in an interview with Christopher @Mims, explains why he isn’t worried about the biggest stock selloff since Black Monday https://t.co/KQ00jMsA9K via @WSJ

[Connie @connie1]

🇨🇦🇨🇦🚀🚀🙏🙏God bless Canada

[Mark Carney @MarkJCarney]

Canada is strongest when we are united.

This week, the Premiers and I focused on strengthening our energy independence, breaking down barriers to labour mobility and internal trade, and catalysing investment with more effective carbon markets — building a stronger, more competitive, more prosperous Canada for all.

[Connie @connie1]

$USDCAD

[Barchart @Barchart]

Hedge Funds build largest Canadian Dollar short position in 2 years 🚨

[Connie @connie1]

A lobbying fight between Apple and Micron over Chinese memory chips puts President Trump in a tight spot: choosing whether to cut prices for consumers or increase domestic semiconductor production https://t.co/ORmooy6BTR via @WSJ

[Connie @connie1]

@SpaceX 🙏🙏

[Nikita Bier @nikitabier]

We found 42,000 accounts automating replies using chatbots and have removed them from the platform.

X's core value is providing an authentic pulse on humanity -- and using AI to programmatically engage with users without a human in the loop runs counter to our mission.

[SpaceX @SpaceX]

On track for Starship’s 13th flight test later today – the 90-minute launch window opens at 5:45 p.m. CT. Live coverage starts ~30 minutes before launch

[Cassandra Unchained @michaeljburry]

Patience is the single most difficult skill to master for investing well. Too, the most impactful.
Position sizing trails patience. The more patience, the largera a position can be.
One must not mistake patience for foolhardiness.
A hardy fool is just a hardy fool.

[Earnings Whispers @eWhispers]

#earnings for the week of July 27, 2026

https://t.co/My2Eq16qS8

$MSFT $AAPL $AMZN $META $BE $SOFI $BSX $APLD $STX $ENPH $VRT $PYPL $HOOD $ORLY $ARM $QCOM $NVTS $KLAC $RBLX $BA $RDDT $V $AXTI $CLS $LRCX $BMY $XOM $NUE $CI $AZN $MA $KO $CMG $RMBS $BKR $TER $TLRY $UPS $AEM $CAR $DINO $FTNT $GLW $APH $VLO $MTZ $BOH $F $GNRC $SBUX

[zerohedge @zerohedge]

Carnage in hyperscaler bond land: IG bond spreads exploding every day, as credit investors refuse to fund memory chip purchases any longer. CDS are following.
For now, stocks are completely ignoring what is going on wit bonds

[Barchart @Barchart]

S&P 500 $SPY closes below its 50-day moving average by the largest margin since April 🚨 🚨

[Elon Musk @elonmusk]

Neuralink helping those who have lost their mind to body connection

[Connie @connie1]

Anthropic is doubling its spending on the midterm elections to $40 million, ramping up the conflict between warring factions of Silicon Valley over how to regulate AI https://t.co/u52B6RIlPm via @WSJ

[Mark Carney @MarkJCarney]

We’re focused on what we can control.

[CZ 🔶 BNB @cz_binance]

Really proud that @GiggleAcademy is teaching more than 1 Million kids world wide.

The project is ~2 years old (with the first year, I was severely "distracted").

Will reach 10 million kids soon.

Zero revenue. High Impact!

[Connie @connie1]

$GEV $IBM $TSLA $GOOG $NOW big day tomorrow

[Earnings Whispers @eWhispers]

#earnings for the week of July 20, 2026

https://t.co/My2Eq16qS8

$TSLA $INTC $GOOGL $NOW $NOK $AMC $IBM $GEV $TXN $HAL $T $MXL $VICR $KMI $CLF $TCBI $VZ $CCK $CHTR $DPZ $AAL $AXP $HBAN $FCX $ALK $ALLY $DHI $STM $NEE $PM $BX $BOKF $DECK $EWBC $LMT $DHR $CX $NLY $STLD $TSCO $WRB $ZION $TNL $SCHW $SLG $NEM $CCI $CNI $AIR $GM