Doug Montes.

Former Cellarman|Craft Beer enthusiast|MTB🚴‍♂️ communism must die

[Kalshi @Kalshi]

JUST IN: South Korea’s stock market officially enters "bear market"

[Mario Nawfal @MarioNawfal]

🇺🇸🇦🇷 American cops are living their absolute best days.

Thanks to the wild Argentine fans bringing nonstop chaos and energy.

These guys just want to party and be happy.

Writer: Sol

[Doug Montes. @doug6275]

@DeItaone Pumping. Not for long.

[Volodymyr Pavlenko @mindinpanic]

@zerohedge Memory chip cycles are brutal. every time the euphoria peaks nobody remembers the previous oversupply crash

[Boring Money Club @BoringMClub]

@zerohedge It’s just the beginning. Wait until orders start being cancelled.

[Mario Nawfal @MarioNawfal]

🇦🇷🇪🇬 Messi’s speed in the 82nd minute.

At 39 years old.

UNREAL

Writer: Sol

[LorettA™️ @LorettaKyx]

@AlbicelesteTalk Football isn’t just a sport, no other sport can evoke such emotions. I’m glad to support Messi and Argentina

[Gonzalo @gonziver]

La cana de Atlanta cuarteteando con los argentinos es la escena más épica de los festejos.

[unusual_whales @unusual_whales]

AI costs more than the people it replaced, per Forbes.

[Doug Montes. @doug6275]

@jimcramer Yeah, down

[Bull Theory @BullTheoryio]

BREAKING: The US government's own analysts just warned of an AI bubble.

And the Treasury Department rejected the report the same day it leaked.

A Treasury staffer wrote a draft report comparing today's AI investment frenzy to the dot-com bubble and warning that a sharp correction could ripple through the entire economy.

The official response from the Treasury Department: "AI will be a key driver of America's new Golden Age."

Here is what the buried report actually said.

AI companies are now so deeply embedded in financial markets that a sharp contraction would spread far beyond Silicon Valley.

Investors are betting on AI companies delivering rapid productivity gains and profits. If those expectations fall short, companies could slash spending, investors could pull back and economic growth could slow.

The report also warned that millions of Americans' 401k plans are now heavily concentrated in the handful of tech companies driving the AI boom. A sharp correction would hit retirement savings directly.

Treasury Secretary Scott Bessent has publicly championed AI investment while simultaneously suppressing the report his own department produced warning against it.

Big Tech is on track to spend over $750 billion on AI infrastructure this year.

The government's own analysts think that could end badly.

[Heisenberg @Mr_Derivatives]

KOSPI officially in a bear market. Down 20% from the ATH peak now.

Well that escalated quickly…

[zerohedge @zerohedge]

Amazon Sells Another $25BN Bonds As Goldman Urges Clients To Start Hedging AI Debt Bubble https://t.co/RMRtNQV3dn

[Barchart @Barchart]

JUST IN 🚨: South Korea enters bear market after stocks plunge more than 20% from its June all-time high 📉 🤯 👀

[Financelot @FinanceLancelot]

Uh oh... Bloomberg is spilling the beans that the memory industry is notoriously boom and bust because of double or triple ordering.

Customers cancel those orders when prices begin to fall.

I discussed that below. Don't tell anyone 👇🤫

[VQT / LUCIANA✨️ @VQTrealities]

FUIMOS TODOS @giraltpablo
Te amo pabloo
#mundial2026

[Caraota Digital @CaraotaDigital]

#7jul | La actriz española, Penélope Cruz, ganadora del premio Óscar, envió un mensaje de reconocimiento a Fabiana Blanco, la niña de 12 años, que se convirtió en un símbolo de esperanza por su sonrisa al momento en el que la estaban rescatando de los escombros tras pasar 30 horas en completa oscuridad.

«Te quería mandar un beso muy grande. Decirte que tu sonrisa está en la cabeza de todos, tu  mensaje, tus palabras, tu fuerza, tu valentía nos han impactado y nos han dado una lección y estoy deseando conocerte», comentó la española.

Lee más aquí ▶️🌱https://t.co/UQWtn9cbs1

Video: cortesía.

[*Walter Bloomberg @DeItaone]

U.S. MILITARY: FORCES HAVE BEGUN LAUNCHING A SERIES OF POWERFUL STRIKES AGAINST IRAN

[Doug Montes. @doug6275]

@zerohedge Best game so far.

[Doug Montes. @doug6275]

@amitisinvesting Shorting beautifully.