DataDynamo

Smart moves, smarter investments 📈📊.

[NEXUS @0xNEXUSs1]

CANVA + CLAUDE JUST BROKE CONTENT CREATION
This guy connects Claude straight to Canva through the new connectors.
He drops one prompt for a superhero energy drink poster and Claude builds the whole thing — layouts, text, dramatic visuals.
Then it opens directly in Canva where he tweaks fonts, layers, adds chains, lightning effects and turns it into fire.
From idea to finished poster in minutes. No switching tabs. No manual design work.
This combo is actually dangerous for anyone making thumbnails, ads or social content.
I’m setting this up today.

[Orlixx @orlixx003]

THE PEOPLE WINNING RIGHT NOW AREN'T SMARTER THAN YOU. THEY JUST FOUND THIS FIRST

here's the uncomfortable truth about this whole AI wave

it's not the people with the highest IQ who are pulling ahead. it's the ones who stopped watching and started building the second they saw the opening

everyone else is stuck in the same loop:

-> watch a video like this
-> think "damn that's cool"
-> do nothing
-> watch the next one tomorrow

meanwhile a small group saw the exact same clip, opened their laptop, and shipped something that same night

that's the entire difference. not talent. not money. not connections. speed of action

the tools are free or nearly free. the knowledge is one search away. the barrier that used to gatekeep entire industries is basically gone

so the only thing left separating people is who actually moves

in a year there will be two groups: the ones who treated this moment like entertainment, and the ones who treated it like a window

the window is open right now

stop bookmarking. start building

[Alex @alex_avoigt]

🇨🇳 China is doing what the rest of the world should do: it is lowering electricity costs through the large-scale deployment of renewable energy and, as a side effect, reducing both CO2 emissions and geopolitical risks by electrifying everything possible.

[Sawyer Merritt @SawyerMerritt]

Tesla in a new Giga Berlin report filed in recent weeks:

"For the 2026 financial year, the company forecasts a significant increase in production volume compared with the previous year and assumes a corresponding increase in capacity utilization; Currently, more than 30 markets are supplied from Giga Berlin. It is planned to open up further markets in the future.

The decision was made to make further investments in the production capacity of battery cell manufacturing in order to realize a capacity of up to 8 GWh per year (this has since been raised to 18 GWh). For this purpose, the company will make further investments in the three-digit million range, bringing the total investment volume for cell manufacturing to nearly $1.4 billion USD," according to Giga Berlin's Management Report for Fiscal Year 2025 filed on June 28, 2026.

A lot of this was known, as Tesla recently announced that it will increase production output at its Giga Berlin factory by another 20% to 7,500 vehicles per week starting in October of 2026. This production increase is on top of the 20% production output increase previously announced a few months ago. All this will result in 3,500 additional jobs created. Still, good to hear again.

Tesla had its best ever Q2 in 2026 for both vehicle sales and energy deployments. Will be interesting to see what happens in Q3 and Q4!

[Alex @alex_avoigt]

Teslas residual vehicles value increases and this is likely just the start.

[Shaan Puri @ShaanVP]

ray dalio’s holy grail of investing:

“find 15 good, uncorrelated bets”

[Haider. @haider1]

Demis Hassabis:

"my definition of AGI is a testable system with all human cognitive capabilities — including the creativity and invention of our best scientists"

Today's systems are nowhere near that

Scaling may get us there, but it could still require one or two breakthroughs

[Sergey @SergeyCYW]

Next-Gen Stock Selloff: Healthy Reset or Broken Thesis?

Former market favorites are trading 39%–83% below their all-time highs, with deep corrections across space, quantum computing, AI infrastructure, nuclear energy, and software.

$IONQ, $OKLO, $ASTS, and $JOBY remain highly speculative. Strong narratives, limited current earnings, aggressive long-term assumptions, and heavy retail interest can push valuations far beyond near-term fundamentals.

$RKLB, $CRWV, $NBIS, $TEM, $IREN, and $PL are growth companies with measurable businesses, but valuations depend heavily on future leadership, capital access, and execution.

Established companies with speculative valuations include $BE Bloom Energy and $KTOS Kratos. Bloom has meaningful fuel-cell revenue and exposure to AI power demand, while Kratos is a real defense technology supplier. Both can still become narrative-driven.

Figma is a legitimate software platform facing a post-IPO valuation reset, not a classic meme-stock collapse.

For stronger companies, lower prices may create opportunity. For weaker names, the selloff may expose dilution risk, capital intensity, and unrealistic assumptions.

[Aaliya @aaliya_va]

The AI race just got even more intense. 👀

Qwen 3.8 is making serious noise with a reported 2.4T parameters and an open-weight approach.

Early access is already available through Qwen 3.8 Max-Max-Preview, with the full release coming soon.

OpenAI models are moving faster than ever, and the competition is heating up.

[NeilXbt @neil_xbt]

Ryan Lopopolo of the OpenAI Codex team:
"Agents are not hard; the harness is hard."

Here's what actually makes up that harness, and why the prompt is one small piece of it:

→ tools: capabilities to actually act on real systems, not just describe actions
→ memory and state: persists across steps and sessions instead of resetting every run
→ constraints: deterministic guardrails that block dangerous actions instead of politely asking the model not to take them
→ verification: a separate check catching mistakes, since models cannot reliably evaluate their own work
→ orchestration: the logic sequencing everything and deciding when to stop

The field moved through three stages to get here. prompt engineering in 2023, context engineering in 2024-2025, harness engineering now.

each layer nested inside the last instead of replacing it.

A prompt is one line of the program.
The harness is the whole program.

Bookmark so you do not lose it!

Follow @neil_xbt for more AI content!

[Yellowbrick Investing @joinyellowbrick]

Added 70 new stock write-ups to the site (pt 1):
@Govro12 (GARP ideas) - $6492.T, $THEP.PA, $9790.T, $EUK3.F, $6432.T, $PERR.PA, $6231.T, $SONY, $6333.T, $SAP, $INTU
@whirlybard - $PLAS.CN
@msvanda - $PRCT (short)
@HarrisonMoot - $SE, $TRST.L

[Oguz Erkan @oguzerkan]

Both $CRWV and $NBIS held up strong yesterday, despite a bad day across the board.

What does this mean?

The market is about to process that the rise of cheaper models, open or closed, is bad for the frontier labs, but good for every other company in the ecosystem.

Chinese labs are compute constrained and, even if they weren’t, Western enterprises would be highly skeptical using Chinese models hosted in Chinese servers.

Instead, they are hosted in major American cloud providers, and enterprises can confidently use them. This shifts both demand and margins to hyperscalers.

To cover the demand, they’ll keep buying more compute from neoclouds.

This circle of demand will of course keep feeding semiconductors upstream.

Still, I wouldn’t touch most of the semiconductors here as they are already overvalued except $NVDA, but it’s definitely the time to long hyperscalers and neoclouds.

$MSFT $GOOG $AMZN $NBIS $CRWV

[Quality Stocks @Quality_stocksA]

👇 Here are 1⃣6⃣ quality stocks with 2027 revenue growth expected above 15% 🚀
Which ones are your favorites?

🇺🇸 Harrow $HROW 48.3%
🇳🇴 Kongsberg $KOG 47.3%
🇺🇸 NVidia $NVDA 42.1%
🇩🇪 Rheinmetall $RHM 33.9%
🇺🇾 DLocal $DLO 29.1%
🇺🇸 KLA Corporation $KLAC 27.3%
🇦🇷 Mercadolibre $MELI 27.1%
🇳🇱 ASML $ASML 24.6%
🇺🇸 Palo Alto Networks $PANW 20.9%
🇺🇸 Alphabet $GOOGL 19.8%
🇺🇸 Servicenow $NOW 18.6%
🇺🇸 Paymentus $PAY 18.1%
🇺🇸 Transmedics $TMDX 18.1%
🇺🇸 Microsoft $MSFT 16.7%
🇺🇸 Uber $UBER 15.2%
🇺🇸 Fair Isaac $FICO 15.2%

[The Future Investors @ftr_investors]

Next week, another big week of earnings is ahead 📊🔥

We're especially watching:
🚗 Tesla $TSLA
🔍 Alphabet $GOOGL
🧩 ServiceNow $NOW
💻 Intel $INTC

Which earnings are you looking forward to the most? 👀👇

[Michael | Stock Spotlight 🎙️ @invest091]

Good post and procedure growth is a key metric to watch with $ISRG and of course you don’t want continued deceleration for an extended period, but don’t forget they’ve had some up and down years, let alone quarters, before.

Procedure growth by year since 2013:

[Yellowbrick Investing @joinyellowbrick]

Consider me unconvinced that OpenAI and Anthropic are going to have great economics selling tokens

[Olivia Moore @omooretweets]

Whether or not a "legacy" business can succeed in the AI world will be determined by how easy it is for agents to access and use their products

Every marketplace or commerce business should be prioritizing building out the pipes and discoverability for this

[Oguz Erkan @oguzerkan]

The argument that Kimi 3 changed the AI capex game is nonsense.

We saw the same panic with DeepSeek R1 release last year. Nasdaq dropped 4% while $NVDA dropped by almost 10%.

What happened then? Capex still kept growing, tech recovered, and delivered a 45% rally since then.

The critical point you need to understand is that if American labs didn’t make all those investments, Kimi wouldn’t be possible because distilling American models is how they achieve most of their training efficiencies.

It’s not that Chinese geniuses found a way to built a frontier model with less capex that American labs can’t solve.

This is why we saw capex estimates kept growing despite DeepSeek.

Nothing different this time.

This is not to say some companies in semiconductors and AI spaces aren’t extremely overvalued. They are, but what I mean is that it doesn’t make sense to sell $NVDA at 20x earnings or quality neoclouds like $CRWV and $NBIS as they are already not that expensive.

Long $NVDA $CRWV $NBIS

[Callum Thomas @Callum_Thomas]

Chart in Focus: Software Relative Value

Once prized for their repeatable reliable cashflows and solid pace of growth, software stocks have gone from trading at a major Premium —to now a material Discount vs the rest of tech.

The market has jumped to the conclusion that software is a sunset industry in the AI-age (given AI makes coding easier, and has made some software applications obsolete; increasing the pace of disruption). And as we can see in the chart below, relative-valuations have reflected that sentiment almost overnight.

But when I see charts like this I think: that’s an extreme, and extremes can be a great source of opportunity.

+when I hear the grim prognosis for software I think: wait a minute, if AI is really that useful then why can’t software companies use it? Why can’t they roll out AI-integrations to their existing customer base? Why can’t they achieve greater efficiency and impact by using AI in their business? …and also, on the barriers to entry falling —can new Startups vibe-coding new software really actually compete with the powerful brand and distribution edge that existing software incumbents hold?

[Brian Armstrong @brian_armstrong]

When starting a company, most people shy away from truly hard problems and go for base hits thinking it will be easier.

The opposite is true. Fewer people attempt the hard problems so there is less competition, and great people are more likely to join you on an impactful mission. Instead, start with something you feel in your bones must be possible or different in the world, even if it's not a business.

Then work backwards from there toward what steps will be required, and see how you can get your first dollar of revenue on an early step which enables the broader vision.