GC

I just retweet and post screenshots of stocks

[LuxAlgo @LuxAlgo]

$AMZN bulls: I call your gap fill and raise you one trendline break.

[TrendSpider @TrendSpider]

$GOOG pushing off the right shoulder 👀

[Chris Camillo @ChrisCamillo]

Whether it’s AI demand or player sentiment heading into the GTA VI release, you’ll never get to ground truth by lazily relying on what algorithms surface: copy/paste headlines and viral investor takes often driven by confirmation bias.

Go to the source. Small accounts. Real people who actually consume the product, not those clouded by the trade. $TTWO

[Matt Allen @investmattallen]

Josh Kushner is becoming one of the greatest investors ever

He’s worth $16.1 billion and just bought the LA Lakers

This letter from him is a must read for investors:

[TrendSpider @TrendSpider]

You ain't gotta like it cause... 🎶 $HOOD

[Michael Sikand @michaelsikand]

The world's greatest social arb trader is long $TTWO.

I have the exact same thesis, but took everything he taught me and went long the real mispriced GTA bet in $SONY, with the largest options trade I've ever made.

Chris is the goat, but think I've got the bigger upside here.

[Federal Reserve @federalreserve]

Now available: Weekly data on the H.8 release, Assets and Liabilities of Commercial Banks in the United States #FedData https://t.co/WeJhdaARrt

[TrendSpider @TrendSpider]

Jensen Huang called it "the next trillion dollar company"

It is currently worth $220B.
$MRVL

[Elon Musk @elonmusk]

@aaronburnett We’re aiming to reach 30+ Starship launches/day in 2030, which is ~10k annualized.

Still tiny numbers compared to airplane flights!

[Traderstewie @traderstewie]

$AMD low volume, choppy looking pullback that's starting to set up a Higher Low here as we speak...

https://t.co/F3yOLMbNaw

Looking for a move higher(as early as tomorrow) going into next week, which would solidify a Higher Low as the stock continues to maneuver out of a consolidation pattern

#IBDpartner

[TrendSpider @TrendSpider]

Risin' and shinin' 👀 $SLV

[matthew sigel, recovering CFA @matthew_sigel]

Anthropic expects to match $SPCX record IPO size or top it.

Implies $75B+ at $1.8T+ valuation. Anthropic already has more ARR than SPCX so seems reasonable. Should unlock a lot of investment-grade borrowing capacity to build and buy compute.

[Schwab Network @SchwabNetwork]

Stocks are under pressure as Treasury yields and oil prices rise.

From the NYSE, @sam_vadas breaks down today’s notable movers, including $WMT, bitcoin:native and $BABA, and explains what’s driving each.

For more: https://t.co/EOp6vDZ3E1

[The Kobeissi Letter @KobeissiLetter]

What the government is doing now is the equivalent of holding a 30-year mortgage at a 3% interest rate and refinancing it into a 4% one-year adjustable-rate mortgage.

In other words, you are replacing longer-term, lower-cost debt with shorter-term, higher-cost debt.

Now apply that to trillions of US dollars.

That is effectively what the US Treasury is being forced to do as long-term yields surge.

Unfortunately, the Treasury is largely playing the hand it has been dealt.

The next phase of the US deficit spending crisis began today.

[amit @amitisinvesting]

Why stocks are selling off:

- vix was at a 2yr low yesterday, any level of volatility up was going to take stocks down

- 10yr treasury bond is above 4.7% and 30yr is 5.3% which just not sustainable at these levels, last time we were pushing these yields, the S&P was down 30%

- japan 30yr yields surged above 4%, highest in history…just not good

- trump posted that the US is having no conversations with Iran, more uncertainty

- tech names had a very solid first two weeks of August, giving back some of those gains is natural but given they rallied so hard, the downturn ends up being ugly as well even though these names are still very green from the lows

basically, not an earnings/ai bubble story for the selloff

feels more like a bond yields/trump iran uncertainty story

[Shay Boloor @StockSavvyShay]

$NBIS just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1.

The vote clears construction to continue and locks in 300 MW of capacity at the site.

[Jake @EconomPic]

Wait until they find out private equity and credit firms have been buying insurance companies to feed their own products with policyholder cash.

[Sam Parikh @smartertrader]

Oh my god. Every wifey is naked right now.

[Leopold Stock Tracker @LeopoldTracker_]

Leopold Aschenbrenner's Q2 13F just showed a new position in a 3 month old company

It builds a chip the size of a dinner plate that generates AI tokens faster than anything Nvidia sells, fast enough that OpenAI is paying over $20 billion to use it

His position:

• 10,000 shares
• $2,210,000
• First appearance in the filing

The company is Cerebras $CRBS

IPO'd May 14, 2026 at $185/share. They're the largest semiconductor IPO ever

• Cloud revenue: +287% year over year
• Unfilled orders: $25.4 billion

Currently. Cerebras has notable customers:

• OpenAI: $20B+ deal for 750 megawatts of compute through 2028
• AWS: multi-year deal bringing Cerebras speed to Amazon Bedrock
• AMD: teamed up in July to combine Cerebras chips with AMD's Helios racks for up to 5x faster inference

Tomorrow, Cerebras holds its biggest event of the year which is expected to unveil the new chip

• Supernova, San Francisco, August 18
• Analysts expect the WSE-4 launch, the next generation of their chip
• Live demos, customer announcements, CEO on stage

[unusual_whales @unusual_whales]

JPMorgan, $JPM, on the AI financing: