コールマン・アル

[かんてん @kanten_se]

テスタさんが語ってた、株で負ける人の考え方。首が曲がるくらい頷いた。

[B.B軍曹 @B_B_Sergeant]

なぜか壁を越えられる人の考え方（1/5）

[あーぁ @sxzBST]

ハビタ営業部長「すみません！」

大竹玖瑠美さんの弟「すみませんじゃない、お前のする仕事だろ！ルールじゃなかったんじゃないの！？」

弟さん、怒りながらよく我慢した。人が亡くなってるのに「すみません」なんて言われたら普通張っ倒したくなる。

[Jimmy @M44_1RJ]

🚨BRRAKING🚨

$190 vs. $630: Tesla ( $TSLA)

There are emerging indications that Elon Musk @elonmusk may be exploring a strategic combination of Tesla and SpaceX, structured as a premium acquisition for Tesla shareholders at approximately $600- $630 per share, according to undisclosed sources.

I believe he will secure the necessary votes to execute such a transaction.

Multiple significant tailwinds are already developing for both companies that could drive substantial upward revaluation.

$SPCX @Tesla

[みみりん@投資系女子 @beauty_oe]

🚨レオポルド青年、ウォール街のおっさんに狩られる

シタデルは下げレポートを出して暴落を引き起こし、その暴落で破綻したレオポルドの資産を格安で手に入れた。
....これがウォール街の現実だ。

火曜日
シタデルが「FOMCでサプライズ利上げがあるかもしれない」という見方を発信。
👉市場に不安が広がる。

水曜日
高ベータの半導体株が急落。
レバレッジを大きくかけていたレオポルドのファンドが証拠金不足になり、強制清算される。

その後
シタデルがレオポルドの資産を大幅なディスカウント価格で取得。

※※

シタデルくそですねー‼️
弱気レポートだしてましたよねー‼️

レオポルド青年は結婚式らしいんですよ。今週。

ていうかこれ、相場操縦以外のなにものでもないのでは？？？？😡😡😡

[看護師N｜黒すぎる恋愛解剖学 @n_blacklove]

友近とYOUの夜の話、かなり刺さる

40代おじさんが冷められるのは、
断られるからじゃない。断られた後の顔が重いからだ。

女が「今日は気分じゃない」と言った時、
そこで男の本性が出る。

不機嫌になる。黙る。傷ついた顔をする。

「俺は我慢してる」みたいな空気を出す

それ、愛情じゃない。圧だ。

黒すぎる恋愛心理学で見ると、
女は夜の誘いそのものより、
断った後に安全かどうかを見ている。

ここで拗ねるおじさんは、
次から誘う前に心の中で落とされる。

余裕ある男は、
断られても女に罪悪感を背負わせない。

夜の距離は、テクニックより態度で決まる。

[Crazy Moments @Crazymoments01]

We don’t deserve dogs! ❤️

[ゆうき🇺🇸人間心理の先生 @yukiavatar]

“21歳"でこの言葉
後悔のない生き方を

[Maki@テクニカル先生 @makitofx]

これのおかげで、勝率80％切らなくなった

[爆サイ.com【公式】報道 | マスメディアのウソを見抜く @bakusai_hodo]

【衝撃】ラランド・サーヤさんがボーカルの礼賛がリハでジャミロクワイをカバー！

ネタを書き、個人事務所の社長を務め、圧倒的な歌唱力でボーカルを務める多才ぶり。

実はガチャピンみたいに中の人が入れ替わってるのでは？ｗ
#礼賛 #フジロック

[ポケツ @2K8mBjuCgr94401]

東野圭吾の映画 ガリレオ 容疑者Xの献身での堤真一のこのシーン演技超えてるやろ その言葉しか思い浮かばない

[ユナ│AI副業 @yuna_ai115]

①前提が曖昧なら、答える前にこちらに質問してください
②必要な前提条件を最初に整理してから回答してください
③時間がかかっても構わないので、精度を優先してください
④表面的な説明ではなく、本質的な部分まで踏み込んでください
⑤結論だけでなく、そう考える根拠も併せて述べてください
⑥抽象的な話で終わらせず、具体例を交えてください
⑦具体例は3つ挙げてください
⑧今日から実践できる形に落とし込んでください
⑨メリットとデメリットを分けて整理してください
⑩見落としている弱点があれば率直に指摘してください
⑪より良い代替案があれば提示してください
⑫重要度の高い順に並べ替えてください

[momoaa @waiwaiwai3456]

沢田研二と田中裕子の会話色っぽすぎて
これ聞いてていいんかってなる

[Big Brain AI @realBigBrainAI]

Mark Zuckerberg, CEO of Meta, on why the AI bubble question matters less than everyone assumes:

Zuckerberg starts by conceding the part almost nobody argues about anymore:

"I think most people at this point view that AI is going to transform pretty much every category of product and every part of the economy and all that. The big question is to what extent are we in a bubble versus to what extent is this gonna be a big thing soon?"

Then he does something unusual for someone spending 65 to 70 billion dollars a year in capex. He takes the bubble scenario and shrugs at it:

"Even if it is a bubble and it takes a bit longer to build out, that's not necessarily the end of the world. Although it will be expensive for certain people."

Pressed on that spending, he doesn't dispute the exposure. He just narrows the debate down to timing:

"Is this going to be a kind of five to 10 year thing? And in some ways it probably will to get built into every enterprise workflow and things like that."

And that's where his own evidence cuts against the slow scenario:

"The more that we work on this, it actually seems like all the things that we think are going to happen happen sooner, and being even more ambitious has been more predictive over the last few years about where things are likely going to be in the industry."

The proof @finkd offers is his own track record of being wrong in one direction.

Meta AI is "right about a billion people monthly active using it across our apps." And the goals that got them there kept turning out to be too small:

"We keep on setting these goals for what do we think is going to be the most used AI? What do we need to do? And we keep on passing them, and then others in the industry keep on passing their goals too. And then we're like, ah, we should have had even higher goals."

Note what that implies.

Others in the industry keep passing their targets too. The people with the most information and the most money at risk keep underestimating the thing they're building, then correcting upward.

The clearest place he sees it is advertising, and what he calls business agents.

There are "two basic versions of this," and the first is already underway: the ad system itself is dissolving.

"It used to basically be if you wanted to run ads, you had to come up with your own creative and you had to come up with who you wanted to reach. You had to kind of have a sense of who your customers were and do a lot of your own measurement. And over time, we've just automated more and more of this."

The endpoint removes the advertiser from nearly every step:

"The basic end goal here is any business can come to us, say what their objective is. I want to get new customers to do this thing. I want to sell these things. Tell us how much they're willing to pay to achieve those results. Connect their bank account, and then we just deliver as many results as we can."

No creative. No targeting. No measurement. An objective, a price, and a bank account.

His own summary of the pace:

"It's all just happening very quickly."

[Today Updates 🇺🇸 @TodayUpdates0]

🚨BREAKING: ELON MUSK SURGES OVER $85 MILLION TO HELP MAGA, REPUBLICANS & TRUMP IN 2026 MIDTERMS

“Elon Musk has reportedly surged over $85 MILLION DOLLARS to help MAGA, Republicans and President Trump in the 2026 midterms — WaPo.”

OUR RICH PATRIOT IS IN — THANK YOU ELON! 🔥🇺🇸💯

Who else is hyped that Elon is putting real money behind MAGA this cycle?

[Raytar @Raytar]

NVIDIA CEO, @JensenHuang:

"If you're still writing prompts, stop. Build loops instead."

The 7th richest man on earth spoke at Stanford for 67 minutes. No script. No PR.

This is free. I've seen $300 courses that teach less.

Don't just watch it. Build your first loop. Step-by-step guide below.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Tesla $TSLA was down 14% today, its worst day since January 2024, while Google $GOOGL was down 7% after posting its first negative free cash flow quarter since 2004. The macro backdrop is not helping either. Crude oil has pushed back above $90/barrel for the first time since June and is up 25% over the past month. At the same time, the 10-year Treasury yield has crossed 4.7%, while jobless claims came in at 187K vs 211K expected, showing a stronger labor market but also raising concerns that inflation pressure could persist. Today was the worst day for the Mag 7 since April 2025 with all 7 stocks erasing $800B of market cap.

2. AMD $AMD CEO Lisa Su said at the AMD Advancing AI event today that the AI accelerator market could grow to $1.4T by 2030, within a broader compute market expected to reach $2T. She also noted that monthly AI token consumption has surged 158x over the past two years, underscoring how quickly compute demand is scaling. AMD unveiled Helios, its new rack-scale AI system built around the MI450 accelerator, which Su called the fastest AI accelerator in the industry. Helios is now in full production, with shipments expected to start at the end of Q3 and ramp through Q4.

3. Intel $INTC posted a strong Q2, with revenue of $16.1B vs $14.5B expected, up 25% YoY, and adjusted EPS of $0.42 vs $0.22 expected. Adjusted gross margin came in at 41.8% vs 39% expected, up 1,210 bps YoY, while non-GAAP operating margin reached 17.2% vs 10.7% expected. Segment results were strong across the core business, with CCPG revenue up 13% YoY to $8.9B, DCAI revenue up 59% YoY to $6.3B, total Intel Products revenue up 28% YoY to $15.1B, and Intel Foundry revenue up 31% YoY to $5.8B. Management said Q2 marked Intel’s strongest revenue growth in more than 15 years, driven by better execution, higher factory yields, improved cycle times, and stronger customer demand.

4. Trump warned that the U.S. will hold Iran responsible if the Houthis resume attacks on commercial shipping. He said the Houthis had acted “responsibly” after previous U.S. strikes, but are now “starting up again” after reportedly firing on two Saudi Arabian ships last night. Trump said the Houthis are a proxy of Iran, and that any further attacks would trigger major military punishment against both Iran and the Houthis.

5. Nvidia $NVDA is committing $1.5B to Amkor $AMKR through a prepayment tied to a multi-year advanced packaging and development agreement. The funding will help Amkor expand U.S. packaging capacity at its Arizona campus as both companies work on next-generation packaging and test technologies for AI and accelerated computing. The partnership will focus on high-density interconnects and heterogeneous integration, which are key for combining multiple chips and components into more powerful systems.

6. The top 10 most active options today by contracts traded were $TSLA with 3.6M contracts, $NVDA with 2.4M contracts, $GOOGL with 994K contracts, $AMZN with 940K contracts, $SPCX with 917K contracts, $AAPL with 732K contracts, $INTC with 706K contracts, $MU with 664K contracts, $GOOG with 560K contracts, and $MSFT with 532K contracts.

7. South Korea is moving to tighten rules around leveraged single-stock ETFs and ETNs beginning July 31. Retail investors will now need about $20,300 in cash to open or add to a position, up from roughly $6,800 previously. The key change is that stocks, bonds, and other securities will no longer count toward the deposit requirement, making it harder for retail traders to access these leveraged products.

8. U.S. mortgage rates rose for the third straight week, with the average 30-year fixed climbing to 6.58%, putting rates back near their highest level in a year.

9. AMD $AMD and Cerebras $CBRS are teaming up on a disaggregated AI inference architecture that divides workloads between both platforms. In the setup, AMD Helios manages prompts and long-context processing, while Cerebras’ Wafer-Scale Engine focuses on ultra-low-latency token generation. The companies say the combined system can deliver up to 5x more tokens per second per watt than Cerebras alone, with initial availability expected through Cerebras Cloud in the second half of 2026.

10. Uber $UBER cut 10% of roles in its customer service operations as it restructures the division and leans further into AI. The company said fragmented workflows were making it harder to roll out AI at scale, and this marks Uber’s first layoff round specifically tied to AI-driven efficiency.

11. SpaceX $SPCX is reportedly turning away satellite operators looking for dedicated Falcon 9 launches beyond 2028 as the company shifts more of its long-term launch strategy toward Starship, per Bloomberg. SpaceX has also stopped taking future Falcon 9 rideshare reservations and has paused production of some expendable Falcon components, though Falcon 9 is still expected to remain active for NASA and Pentagon missions. The risk is timing: if Starship is not commercially ready by 2028, the market could face a major launch-capacity gap, creating a bigger opening for competitors like Rocket Lab, Blue Origin, and ULA.

12. Meta’s $META new $12B Texas data center financing, tied to a nearly 1GW project, is reportedly being discussed at yields above 7%. That is roughly 40 bps higher than Meta’s $27B Hyperion financing from just nine months ago, adding about $48M in annual interest expense. Hyperion bonds are now trading around 96 cents on the dollar, showing how financing costs for massive AI infrastructure projects are starting to move higher.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[みやび＠ドル円・ゴールド／専業トレーダー @miyabi_fx_1997]

与沢翼さんのこのマインド、
とっても大切なことをお話しされていますよね。
資本主義の世界では、ただ稼ぐよりも投資に回す方が
10倍も大きく成長していくんです。

[Keisuke Honda @kskgroup2017]

もっといくと思う。

#投資先

[しょなる @5h0na1]

SLAM DUNKの実写化がエグい
これ作った人凄すぎるやろ
AIも遂にここまできたか。