Eric DeBonis

Shapeshifter

[Eric DeBonis @debonis_eric]

The Market Is Paralleling Humanity’s Path Of Consciousness!

[CNBCOvertime @CNBCOvertime]

"There definitely were some mixed elements in today's non-farm payroll report...this continues to be a bright spot in general for the labor market, ages 25-54," and yes, @michaelsantoli still falls into that age bracket. He breaks down the July U.S. jobs report and what it means.

[Investing.com @Investingcom]

OIL RISES 3% AS U.S. STRIKES ON IRAN REVIVE HORMUZ SUPPLY DISRUPTION CONCERNS

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇷 Top U.S. military leaders are warning Hegseth that the Iran war is stretching them too thin...

The U.S. has kept more than 50,000 troops on alert in the Middle East, while ships, planes and weapons have been pulled from Europe, Asia and Latin America to keep things going.

6 months in, some commanders are now pushing back on keeping all of this there even longer, saying it’s starting to mess with training and leave them less prepared if something kicks off somewhere else.

The Navy is having an especially rough time. Barely a quarter of its destroyers are ready to deploy, one Pacific aircraft carrier was moved to the Middle East and some crews have had their deployments stretched by months.

The war has also burned through Patriot and THAAD interceptors and Tomahawks, while around 25% of the Pentagon’s Reaper drone fleet has reportedly been lost.

One person familiar with the military assessment summed up the mood pretty well: “too much for too long.”

Source: Washington Post / Writer: Daniyal

[CryptosRus @CryptosR_Us]

JUST IN: Fundstrat’s Tom Lee says “There’s still a lot to like,” about markets, especially for crypto.

“So far in the third quarter, best performing asset is crypto… If that continues in the fourth quarter, there’s going to be a big FOMO rotation.” 🚀

[Mario Nawfal @MarioNawfal]

🇺🇸🇰🇷🇰🇵 The U.S. just cancelled another big military drill with South Korea...

Officially, the Iran war is to blame. The U.S. says it simply doesn’t have enough forces available for next month’s amphibious landing exercise.

But there’s a bit more going on here...

Just days ago, Trump scaled back another U.S.-South Korea drill, partly over the cost and party because Seoul refused to join the Iran war.

Trump also questioned why the U.S. should send a “hostile” signal to North Korea when, according to him, Pyongyang has been “unthreatening and respectful” throughout his presidency.

North Korea has always hated these drills... and Trump seems to be rethinking the point of them altogether.

Source: Reuters / Writer: Daniyal

[Investing.com @Investingcom]

MODERNA $MRNA SHARES SOAR OVER 50% ON MELANOMA DRUG TRIAL SUCCESS

$MRK

https://t.co/RkDrufiTJH

[Mario Nawfal @MarioNawfal]

🇨🇺🇲🇽🇺🇸 Raúl Castro’s grandson, the same guy now talking to Washington, was named in court papers as a helper to a brutal Cuban human-smuggling mafia.

The Quintana Roo network stole Florida boats, moved thousands of Cubans, including Major League Baseball stars like Yasiel Puig, through Mexico, tortured people who couldn’t pay the $10k fee, and even forced some women into strip clubs.

Convicted members say El Cangrejo got a boat, a Rolex and designer clothes for greasing the way from the Cuban side.

He still hasn’t been charged. The regime that claims to protect its people was allegedly cashing in on them.

Source: NYT / Writer: Lucas

[STRIKE @Strike]

Volatility-proof loans are expanding.

More Americans can now borrow against bitcoin without worrying about margin calls.

No risk of liquidation if the price dips 40% or more, as long as you pay interest and repay the principal when due.

Unlock your wealth with peace of mind.

[Eric DeBonis @debonis_eric]

@StockOptions888 “$SPX”

[Eric DeBonis @debonis_eric]

@StockOptions888 $SPX

[SniperAlert @StockOptions888]

I AM OFFICIALLY RESTARTING THE $1,000 TO $1,000,000 $SPX AUGUST CHALLENGE NEXT MONDAY! 💸

I’M GOING TO RESTART AND LET EVERYONE FOLLOW MY EXACT TRADES FOR COMPLETELY FREE IN A PRIVATE X GROUP CHAT! 🦅☀️

LIKE, REPOST, & COMMENT “$SPX” TO BE ADDED! ❤️‍🔥

YOU MUST BE FOLLOWING ME TO JOIN! ☢️

[WOLF @WOLF_Financial]

PALANTIR $PLTR JUST REPORTED Q2 EARNINGS

- Revenue of $1.94B beating expectations of $1.81B 🟢 (+93% YoY)
- Adjusted EPS of $0.41 beating expectations of $0.35 🟢
- Adjusted EBITDA of $1.20B beating expectations of $1.09B 🟢, a 62% margin
- U.S. commercial revenue of $764M, up 149% YoY
- U.S. government revenue of $809M, up 90% YoY
- GAAP net income of $1.06B, a 55% margin
- Rule of 40 score: 155%

Deal activity:
- Closed 220 deals of at least $1M, 98 deals of at least $5M, 73 deals of at least $10M
- Total contract value closed: $3.37B, up 49% YoY
- U.S. commercial TCV: record $2.13B, up 153% YoY
- U.S. commercial remaining deal value: $6.24B, up 124% YoY

Full-year 2026 guidance raised:
- Adjusted operating profit of $4.89B to $4.90B beating expectations of $4.51B 🟢
- Revenue: $8.15B to $8.158B
- U.S. commercial revenue: in excess of $3.424B, at least 134% growth
- Adjusted free cash flow: $4.5B to $4.7B

CEO Alex Karp: "This quarter was otherworldly: our U.S. commercial revenue grew 149% year-over-year, our overall revenue grew 93% year-over-year, and our Rule of 40 score climbed to 155%. The sovereign AI revolution makes us very optimistic about the future."

[Mario Nawfal @MarioNawfal]

🇺🇸 Trump has picked JD Vance as his clear 2028 favorite and he's not hiding it anymore.

After praising Rubio, the former president is now openly pushing Vance as the next standard-bearer.

Vance’s recent media blitz promoting his book impressed Trump by showing he can handle tough rooms across the spectrum.

Trump has also been openly hyping Vance’s physical transformation and sharper (trimmed-down) look.

Loyalty, media versatility, and personal discipline are sealing the deal inside Trump world.

But does the GOP have a chance in the next election after all that's happened with Iran?

Source: MS NOW / Writers: Samuel, Michael

[Mario Nawfal @MarioNawfal]

🇮🇶🇰🇼 This is what it looks like on the Kuwaiti side of the Abdali border crossing right now.

Are Iran's proxies in Iraq targeting Kuwaiti border posts as Iraq's PM is sitting in Tehran?

Source: NAYA (TG) / Writer: Michael

[FXHedge @Fxhedgers]

TREASURY STOPPED NEARLY $100M IN TAXPAYER MONEY FROM GOING TO DEAD PEOPLE AFTER NEW GOV’T MEASURE IMPLEMENTED

The Treasury Department has blocked nearly $100 million in taxpayer money from going to dead people since implementing a government-wide payment verification process last year, The Post has learned.

The department’s Bureau of the Fiscal Service discovered the money set to go to ghosts after a review of an eye-popping 885 million payments worth a total of nearly $2.7 trillion.

Since March 2025, the screening has identified more than 4,900 disbursements, worth approximately $99 million, associated with deceased payees, according to the Treasury.

Full article:
https://t.co/onZrC8jXob

[Mario Nawfal @MarioNawfal]

🇺🇸🇮🇱🇵🇱 U.S. Amb. to Israel Mike Huckabee shared what appears to be a fabricated quote from fmr. Polish President Andrzej Duda.

He calls it "incredible insight," even as it says "the Prime Minister of Poland" (which would be Donald Tusk).

Another boomer gets victimized by fake internet slop.

😂😂😂

Writer: Michael

[Christopher Greene 😎🏝🚀⛵️ @amtvmedia]

TiCK TOCK …. Get ReaDY to GoOOo BOOOM B*TCH !!!!!!!!!!! 🔥EXIT THE BANKS NOW & ON BOARD THE ARK WHILE YOU STILL CAN ! 📉

[Bloomberg @business]

Russian President Vladimir Putin ordered stakes in three Russian companies owned by Dutch paints and coatings maker Akzo Nobel transferred to temporary administration https://t.co/Q0wh5X6G7J

[Mario Nawfal @MarioNawfal]

🇦🇷🇪🇬 Argentina's head coach, Lionel Scaloni, was too overcome with emotion to speak after Argentina's incredible comeback win.

He only managed to say, "I can't look at you, I'm sorry, I'm too emotional, what a group of players, my brother, that's all... I have to go, I can't."

Writer: Mhedi

https://t.co/3cPcufy3Iq

[Mario Nawfal @MarioNawfal]

🇦🇷🇪🇬 Argentina coach Lionel Scaloni looking frustrated as his team struggles to find the net against Egypt.

The world champions are being held scoreless so far in this knockout clash.

Writer: Lucas

[Evan @StockMKTNewz]

QUALCOMM $QCOM JUST UNVEILED ITS FIRST DATA CENTER CPU AND META $META IS THE LAUNCH CUSTOMER

The chip is called Dragonfly C1000. It is built specifically for agentic AI workloads and optimized for performance per watt. Meta starts production in 2028

Qualcomm CFO Akash Palkhiwala: "There really isn't enough supply and multiple players are needed in the CPU market."

(Source CNBC)