C. Achebe in flesh. C. Munger in spirit ❤️

Less morose and more present. Everything is a statement of arithmetical fact, never fin. advice

[RonnieV @TheRonnieVShow]

All accounts eventually get humbled by mother market.

Nobody is immune.

The sooner you realize we’re not special and will be wrong.

The sooner you will be even keeled no matter the market environment.

Trading or investing off emotions is a portfolio death sentence.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

IREN has a $9B Microsoft & $3B Nvidia contract that will cause them to recognize $900M to $1B as revenue for 2026.

This same coy generated $500M as revenue in 2025. The coy is currently selling cheaper than it sold at year end 2025.

I'd rejoice if I were you.

[🇬🇧 Luke - loosing currently @Ltalksstocks]

Going casino next time… this is brutal

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Tu dois pratique tous les jours.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

U.S and Iran have about 30+ days to sort out their issues. If they come to a good arrangement, the positive sentiment will cause buyers to rush into these battered companies.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

A good time to be bullish on these businesses. They are as important as memory chip businesses.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

🇺🇸 Tech

July, what a month data center businesses are having. To be fair, this is similar to how they performed in Nov - Dec 2025.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Nov & Dec 2025 during U.S govt shutdown. What a market.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

🇺🇸 Tech

July, what a month data center businesses are having. To be fair, this is similar to how they performed in Nov - Dec 2025.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 US PPI came in at 5.5%

Expectations: 6.2%

Core Inflation is cooling down.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

His work ethic or mental energy is insane. That is an 80yr old human being.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

A news comes out today, he's addressing it the next day. How does he do it?

[Bull Theory @BullTheoryio]

BREAKING: President Trump says New York is making a "terrible decision" by blocking data centers.

Trump says AI data centers are "money machines" that create jobs and generate massive tax revenue.

He claims companies are now moving to states like Texas, Florida, Arizona, and Alabama instead.

Trump also warned the US cannot afford to lose AI infrastructure and data centers to China and other countries.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Looking forward to the next rally rallying around data center companies.

They have so much room for growth at the moment.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Another memory coy, Western Digital, peaked around $746 last month. This market has slashed its price by almost half, it now sells for less than $500.

These are businesses that are in a boom cycle based on limited supply of memory chips btw.

I can't wait for earnings season

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

🇺🇸 Tech

For memory coys, July is hands down the worst monthly performance in more than a year.

This market sold SanDisk by -15% in a single day today. What a repricing. Bullish at this level.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Headlines.

https://t.co/vtCqG3DCh5

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 US CPI Data came in at 3.5%

Expectations: 3.8%

The inflation is cooling down.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

I thought he was trying to encourage the markets when he said this.

Given today's numbers, he was being factual.

[*Walter Bloomberg @DeItaone]

FED'S WARSH: INFLATION RISKS HAVE COME DOWN

[*Walter Bloomberg @DeItaone]

FED'S WARSH: INFLATION RISKS HAVE COME DOWN

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The odds of the Fed hiking rates at the July 29th meeting crash to 8% after CPI inflation unexpectedly posts its biggest monthly decline since April 2020.

[Bull Theory @BullTheoryio]

BREAKING: 🇺🇸 US CPI Data came in at 3.5%

Expectations: 3.8%

The inflation is cooling down.

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Regulatory decisions like this is a risk for compute capacity build-out.

[Blockchain Daily News @blckchaindaily]

🚨 NEW YORK GOVERNOR TO SIGN ORDER HALTING LARGE NEW DATA CENTER BUILDOUTS FOR ONE YEAR

[C. Achebe in flesh. C. Munger in spirit ❤️ @dxkachi]

Earnings are smashing. May optimism return.

[Evan @StockMKTNewz]

JPMorgan $JPM just reported earnings

EPS of $7.70 beating expectations of $5.72🟢
Adj Revenue of $58B beating expectations of $51.4B🟢