Goldman Sachs just disclosed ownership of 33.6 million shares of $IREN, representing roughly 9.4% of the company. That is a massive institutional position and makes Goldman one of IREN’s largest shareholders.
🚨FIRST BILLION-DOLLAR STAKE IN $IREN 🚨
GOLDMAN SACHS just disclosed a $1.48 BILLION position in IREN.
• 33,642,054 shares
• $1.48B reported value
• 9.40% ownership
• Form 13G filed Aug. 12, 2026
That’s not a casual position.
Goldman Sachs now owns nearly 1 in every 10 IREN shares.
Institutional conviction is getting VERY interesting.
Source: Goldman Sachs 13G, filed Aug. 12, 2026.
🚨 CPI COOLS — FED HOLD STILL FAVORED
July inflation showed little cause for alarm:
🔸 Headline CPI: +0.1% M/M | +3.4% Y/Y
🔸 Core CPI: +0.2% M/M | +2.5% Y/Y
🔸 Energy: -1.5%
Prediction markets still favor the Fed holding rates in September at 68.2%, versus 17% for a 25bp cut and 9.6% for a hike.
For now, hold remains the base case.
https://t.co/3TXWilnZWT
CPI bang on forecast. Nothing to worry about. Warsh will make sure we get to 2% using a revised methodology just like Citadel will make sure stocks go up now that they are levered long. Easy stuff if you know what you’re doing in this game.
BREAKING: President Trump is weighing a cut to capital gains taxes ahead of midterm elections, per Bloomberg.
There has not been a major cut to capital gains tax rates in the US since 2003.
This would have massive implications if implemented.
🚨 Tee Times are now OUT for the FedEx St Jude Championship!
Round 1️⃣
🕗 8:30am local time (9:30am EST)
Round 2️⃣
🕚 11:30am local time (12:30pm EST)
🏌️♂️ Paired with:
🇮🇪 Rory McIlroy
DiJonai Carrington vs Sophie Cunningham
Carrington: NFL dad, private Christian academy, prosperous San Diego sports + ministry family
Cunningham: Contractor dad hit very hard by 2008 crisis, public high school, Missouri farm work & humble brick house
Who came from privilege?
@noah_everything Feel that from back in the day, had this happen a few months ago with a challenger match in Europe and it was 3 days before finishing, almost wish we could get a void if it doesn’t finish by tomorrow.
A handful of stocks now dominate US market trading:
Nvidia, $NVDA, is the most actively traded stock in the US market, accounting for 3.0% of total market notional volume year-to-date.
This is followed by Micron, $MU, at 2.8%, Tesla, $TSLA, at 2.1%, and SanDisk, $SNDK, at 1.5%.
Together, the 10 most-traded stocks have accounted for an average of 16.4% of total market notional volume YTD.
Meanwhile, some of these names have worse liquidity than the average S&P 500 stock, with SanDisk posting an average bid-ask spread of 12.4 basis points, more than double the S&P 500's 5.9 basis point average.
Tesla, Microsoft, $MSFT, and Alphabet, $GOOGL, also have smaller average order sizes available at the best bid and offer than the typical S&P 500 stock, suggesting thinner liquidity despite their enormous trading volumes.
A few stocks a driving a massive amount of market volume.