Geo

[amit @amitisinvesting]

WALL STREET TOP STOCK PICKS FOR 2026:

Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG

Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL

RBC Capital Markets → $ABNB, $META, $UBER, $DASH, $MSFT, $INTU, $CRM,

Wolfe Research → $MU, $FDX, $ORLY, $LITE, $AMZN, $META, $UBER, $GOOGL, $MSFT, $NVDA

pretty much all the banks are saying go long Mag 7s and don’t fade giants like salesforce and uber even if they haven’t held up

either the Mag 7 trade gets exhausted next year or the big get bigger…

[Anthony Joshua @anthonyjoshua]

Netflix and chill.

[Ian Miles Cheong @ianmiles]

Sam Altman can’t answer a simple question: “How can a company, with $13 billion in revenues, make $1.4 trillion of spending commitments?”

His response: “We're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer.”

[Fabrizio Romano @FabrizioRomano]

🚨💣 BREAKING: Benjamin Šeško to Manchester United, here we go! 🔴

Agreement club to club reached with RB Leipzig for €76.5m plus €8.5m add-ons.

Šeško agreed terms until 2030.

Šeško made clear on Tuesday that he wanted #MUFC, deal now reality.

New striker for Amorim 🇸🇮

[Fabrizio Romano @FabrizioRomano]

🚨💣 Benjamin Šeško has reached total agreement with Manchester United on personal terms. Contract until June 2030.

Šeško wants to join United, clear feeling revealed yesterday here. Never gave similar indication to other clubs.

🔛 Club to club talks with RB Leipzig continue.

[@jason @Jason]

Job displacement is real concern.

We are only debating the timelines, and what jobs these individuals will eventually be trained for.

The three categories below represent ~20% of the American workforce.

The majority of these jobs will be gone in the next decade.

I know this because the founders of companies in this space have pitched me for over 10 years and explicitly stated that this is their goal.

I'm not a doomerist or a decel.

I'm simply pointing out the absolute hypocrisy of our industry when we claim that this displacement is "overhyped."

1. For every factory robot deployed by @Figure_robot (valued at $30-40B for a reason!), we will retire six factory jobs. The robot will cost $1 an hour and run 23.x hours a day. The factory workers would have been paid $25-35 all in.

~9% of Americans work in factories and warehouses

2. For every @Waymo (valued at $50B with ~1,000 cars on road) deployed, we lose four full-time driver jobs (or eight gig workers). They will run at < $1 a mile eventually.

~8% of the American workforce works as drivers

3. The drive-through workers, cashiers and cooks are already being replaced by technology (and offshoring) in fast food restaurants.

~3% of the American workforce works in fast food.

[David Sacks @DavidSacks]

This was a historic week for AI policy. President Trump gave his first major speech on AI, the White House released its AI Action Plan, and President Trump signed three important executive orders. If you missed it, here is a recap of the major themes and actions. 🧵

[PlayStation @PlayStation]

Exact revenge on the Yōtei Six.

Dive into Atsu's journey with new Ghost of Yōtei details: https://t.co/7389jfra1O

[Antoine v.d. SwiftLee  @twannl]

Find all important changes to SwiftUI:
https://t.co/gBMWnPPCIF

#WWDC25

[The All-In Podcast @theallinpod]

saturday drop! 🚨

another classic bestie ep:

-- exposing the ai doomer ecosystem: sensationalism, effective altruist cult connections, astroturfing

-- ai doom vs boom: job destruction or unlimited abundance?

-- big, beautiful bill upside: growth, cbo issues, doge cleanup

-- us steel deal: golden votes and national champions in the us

(0:00) bestie intros!

(1:25) the ai doomer ecosystem: goals, astroturfing, biden connections, effective altruist rebrand, global ai regulation

(25:17) doom vs boom in ai: job destruction or abundance?

(52:44) big, beautiful bill cleanup and upside: doge angle, cbo issues

(1:17:14) us steel/nippon steel deal: national champions and golden votes

[Kavsoft @_Kavsoft]

Create a visually appealing parallax-based carousel using SwiftUI.
For More 👇
https://t.co/VwFk41wGOy

[Rockstar Games @RockstarGames]

Grand Theft Auto VI is now set to release on May 26, 2026.

https://t.co/YgaIn1cYc8

[Andrew Hart @AndrewHart]

This is HUGE and I’ve wanted to announce this since the day I started my company.

We’re rolling out Hyper to every campus in the world.

Today announcing the Hyper app, which enables 1m-accurate indoor location, with maps and AR navigation. Super easy to setup.

[Formula 1 @F1]

Five weeks to lights out in Melbourne! 🚥

Presenting all the 2025 Grand Prix start times ⏰

#F1

[Meng To @MengTo]

I recorded a complete 5-hour course where I'm building an iOS app using Cursor

95% was coded by Claude AI. The rest (the animations, the workflow and UI fixes) is where AI falls short and what I spend a lot of time teaching.

Code and projects provided. You can watch the entire course: https://t.co/LXll23bWJc

[Elon Musk @elonmusk]

Too many game studios that are owned by massive corporations.

@xAI is going to start an AI game studio to make games great again!

[Amos Gyamfi @amos_gyamfi]

GitHub Copilot For Xcode

👉: https://t.co/HQRpEMgdEf

[SpaceX @SpaceX]

Mechazilla has caught the Super Heavy booster!

[BTF® @BlackTechFest]

Europe's Largest Diverse Tech Event is back! This October 10th at Drumsheds, London - join thousands of like-minded professionals, and tech and culture enthusiasts for panels, workshops and job opportunities!

🎟️ Tickets → https://t.co/dkSjEHKcC0

📅 October 10th, 2024
📍 London, Drumsheds
🤝 Join thousands for speeches, panels, workshops, and networking.
🚀 Summits on tech, careers, and entrepreneurship.
🌍 Themes: Innovation, inclusivity, and more.