єнѕσи αℓι

Here for a good time, not a long time. 🇺🇸 🇵🇰 ™️ ♒️☪️

[єнѕσи αℓι @EhsonAli3]

2:52 AM, Jan 1, 2020. HHWL. Only I’ll know what this means.

[Alex Jones @RealAlexJones]

🚨🚨Just in case you missed it. Here is Benjamin Netanyahu in his own words, thanking Congress for implementing “his plan” to take over the US military and intelligence services..🚨🚨

[Polymarket @Polymarket]

NEW: U.S. intelligence reports have reportedly raised concerns that Israel is stepping up espionage against American officials involved in Iran talks.

[Dean @Dean__Mauro]

AI is handing superpowers to retail investors and most people have no idea what's already possible today

I sat down with the leaders of @public, @unusual_whales, & @optionupapp for @Techweek_ explore this new age of agents

and what they're building will make you rethink how you invest in the best way possible

0:00 Introduction
0:58 A brief history of retail investing
6:29 Welcoming the panelists
7:00 Panelist introductions
11:25 Panel discussion begins
12:02 Public: building the first agentic brokerage
17:37 Unusual Whales: turning market data into AI tools
20:50 How to actually get started with AI investing
24:48 Co-pilot vs autopilot: where are we now?
28:13 Trust, risk, and the go-go era of AI
35:22 Social investing and what comes next
38:51 Will AI signals eat themselves?
42:26 Finding your edge in the age of agents
1:05:21 Audience Q&A
1:05:43 The SpaceX IPO
1:10:32 The herding question
1:14:42 Will retail be able to match institutional?
1:20:15 What about Robinhood?

Thank you to @Sikes_ @MattSaincome @ankit_agarwal7 for their insights and for building this new future!

[єнѕσи αℓι @EhsonAli3]

@jaketapper is one of the biggest clowns in national media. What a pathetic loser.

[Option Up @optionupapp]

🔥OUR BIGGEST UPDATE YET🔥

Massive upgrades to our AI tools focusing on new actionable metrics and ease of use.

1. **Option Selling tool** -- We highlight the 0.5% return opportunities to make it easy for you to spot the strikes for option selling.

2. **Debit Spreads Tool** -- You can see context and read about what each position means. **[GAME CHANGER]** You can see the FWD P/E for the stock at the sell strike and expiry date. Helps you make valuation decisions.

3. **Drawdown Detector** -- Gives you a read if the stock is currently in a drawdown (indicating potential buy opportunities).

[єнѕσи αℓι @EhsonAli3]

@Audi needs to learn how to treat its customers. When you’re selling a luxury or high end product, the customer service needs to match the experience the product offers. Highly disappointing experience.

[єнѕσи αℓι @EhsonAli3]

@elonmusk So ready for this future!

[Polymarket @Polymarket]

BREAKING: Zohran Mamdani to require all New York elementary school students to learn Arabic numerals.

[Kaizen D. Asiedu @thatsKAIZEN]

Charlie Kirk warned the Right about Zohran Mamdani.

Thoughts on what's next.

[LakeShowYo @LakeShowYo]

Terry Rozier guilty as hell 😭😭😭

[єнѕσи αℓι @EhsonAli3]

The amount of men bashing by single Pakistani / Indian women in America who are aged 28-35 on social media is wild. Really scary situation for this generation and the upcoming generation too… I hope people can find everlasting love filled with joy and empathy and passion.

[єнѕσи αℓι @EhsonAli3]

lol it’s always the 28 year old+ unmarried brown girl that is constantly just complaining and finding every reason to shit on brown men… they literally do it more than any other demographic, so funny

[єнѕσи αℓι @EhsonAli3]

This should be happening in EVERY state… especially Virginia and its tax on LEASED vehicles. @GlennYoungkin

[Leading Report @LeadingReport]

BREAKING: Florida Gov. Ron DeSantis says he will allow Florida voters to vote to abolish property taxes.

[єнѕσи αℓι @EhsonAli3]

@elonmusk I bought one for my brother starting his first year of college, app experience… perfect. No inputs to improve.

Pick up experience was AWFUL. Staff gave us no direction, they were rude. Better training and more education for the customer about the pick up process. Tysons, VA

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

If America was being bombed day and night because of something horrific our government did, and many innocent Americans and American children were being killed and traumatically injured, and we begged for mercy, but the rest of the world said,

“Americans voted for their government so they deserve it, their government is bad so all Americans are bad, therefore this is what they get and must be done”

And the world was silent to our suffering.

And no one came to our aid.

And our cities and homes were bombed and turned to rubble.

And our infrastructure was destroyed, no farms, no grocery stores, no more organized society.

And no one helped our injured and hungry children.

How would you feel?

What would you think?

What would you do?

This is what is happening to Gaza where in spite of what we have all been told, many innocent people and children are being killed and they are not Hamas.

Does Hamas deserve it? Yes.

Do innocent people and children deserve it? No.

The innocent people in Gaza did not kill and kidnap the innocent people in Israel on Oct 7th.

Just as we spoke out and had compassion for the victims and families of Oct7, how can Americans not speak out and have compassion for the masses of innocent people and children in Gaza?

Is one type of innocent life worthy and another type of innocent life worth nothing?

For me, I think God sees all innocent lives the same and he loves them all. As a matter of fact, He sent his own son for all people, that’s how much He loves us.

America funds Israel $3.8 billion annually for military aid.

Actually correction.

U.S. taxpayers fund Israel $3.8 billion annually for military aid.

That means every U.S. tax payer is contributing to Israel’s military actions.

I don’t know about you, but I don’t want to pay for genocide in a foreign country against a foreign people for a foreign war that I had nothing to do with.

And I will not be silent about it.

[Option Up @optionupapp]

Blockbuster earnings season is not over yet! Here’s your earnings guide for this week:

Monday, August 4

Palantir: $PLTR
- Commercial revenue growth (expected ~70% YoY), U.S. government growth (~36%)
- Large deals ($1M+ or $10M+)
- Adjusted free cash flow, AI platform adoption (e.g., AIP)
- High valuation (252x forward P/E) makes execution critical; watch for competitive pressures in federal AI budgets from rivals like OpenAI or Google
- Misses on growth deceleration, international challenges, or no upward revision to FY revenue ($3.9B midpoint) could trigger downside due to valuation risks
- Export restrictions or budget diversification mentions might add volatility

Hims & Hers Health: $HIMS
- Subscriber growth (target ~2.4M+)
- Revenue from weight loss (post-Novo Nordisk fallout)
- Personalized solutions adoption (>70% of new subs)
- International expansion, and adjusted EBITDA margins (~13%)
- Monitor trends in compounded GLP-1s amid legal uncertainties and deceleration in Q2 data points
- Beating revenue guidance ($530-550M) with strong personalization or international momentum could boost shares, validating 2030 targets ($6.5B revenue)
- Downward guidance or tougher H2 comps due to GLP-1 issues might cause downside

Shopify: $SHOP
- Gross merchandise volume (GMV), subscription revenue growth, merchant solutions (payments, shipping), international expansion
- AI tool adoption (Shopify Magic), and attach rates for add-ons
- Economic crosswinds like consumer spending and e-commerce trends are key; watch for margin improvements from efficiency
- Misses on revenue growth or warnings about macro headwinds might lead to downside, given recent stock momentum

Tuesday, August 5

Advanced Micro Devices: $AMD
- Data center revenue (~$3.7B+), AI accelerator sales (Instinct GPUs), EPYC CPU adoption
- Export license resolutions (potential $700M recovery from $1.5B hit), gross margins (~54%), and CPU/server share gains
- Monitor ZT Systems acquisition impact and AV/EV catalysts
- Positive updates on export approvals or AI infrastructure (e.g., MI350 ramp) could drive upside, especially if guidance exceeds double-digit growth. - Margin compression, competition from Nvidia, or tariff delays might cause downside, amplifying EPS decline concerns

Super Micro Computer: $SMCI
- AI infrastructure demand, GPU transitions (Hopper to Blackwell delays), inventory levels, datacenter solutions (DCBBS, DLC-2), and non-GAAP EPS (~$0.40-0.50)
- Watch for macro uncertainties and customer commitment trends
- Revenue beat ($5.6-6.4B) with strong AI ramp could fuel upside
- Misses from inventory write-downs or delayed commitments might swing down, especially if Q3 outlook reflects softening demand

Wednesday, August 6

Disney: $DIS
- Streaming subscribers (Disney+ domestic ~58.7M, ESPN+ ~24.5M)
- Entertainment ~$10.8B, Experiences ~$8.8B, Sports ~$4.5B), ad rates, parks guest spend, and content licensing
- Monitor cost savings, linear TV plans, and tariff impacts
- Subscriber beats or positive parks/cruise volumes could drive upside, signaling recovery
- Declines in subs, weak ad revenue, or lowered FY guidance (EPS ~$5.75) due to tariffs/macro might cause downside.

Uber: $UBER
- Gross bookings (~$45-47B guidance), trips (~3B+), MAPCs (~170M+), mobility/delivery segments, adjusted EBITDA (~$2-2.1B)
- AV partnerships (Waymo, Aurora), and crypto relaunch plans
- Strong bookings or AV/crypto updates could boost upside
- Misses on revenue/growth or macro caution (policy changes) might cause downside swings

Thursday, August 7

Eli Lilly: $LLY
- Weight loss/diabetes sales (Mounjaro/Zepbound), oncology (~$2.4B, led by Verzenio), pipeline milestones (orforglipron trials)
- Manufacturing investments (~$50B+), and gross margins (~83%)
- Monitor competition from Novo and tariff effects on imports
- Upward guidance or positive trial readouts could drive upside
- Misses on demand, supply constraints or tariff hits might cause downside, amplifying valuation concerns

[єнѕσи αℓι @EhsonAli3]

The Hyundai Santa Fe is one of the ugliest cars ever.

[Elon Musk @elonmusk]

Def true 4 me 😮‍💨

[єнѕσи αℓι @EhsonAli3]

@charliekirk11 You’re so dumb bro it’s wild how dumb you are. Just so dumb it’s actually dumb in its self how dumb you are.

[Elon Musk @elonmusk]

Tesla Dojo AI training computer making progress. We start bringing Dojo 2 online later this year.

It takes three major iterations for a new technology to be great. Dojo 2 is good, but Dojo 3 will be great.