Jose M Sánchez

[Prof @TheProfInvestor]

Robinhood is one of my best holding right now.

I played healthcare.
I have decent exposure on Finance now.

Robinhood gave everyone a generational opportunity in March & April. One clean retest of Feb 2025 highs.

$HOOD put a nice pennant breakout last week.

Next stop $140.

All dips are buys. I dont say it lightly.

[Fred Krueger #BIP-110 @dotkrueger]

Remember:

Bitcoin takes the stairs down and the elevator up.

[Reads with Ravi @readswithravi]

Amor Fati:

[Shay Boloor @StockSavvyShay]

Leopold Aschenbrenner’s hedge fund is already showing interest in the SH Hynix IPO.

Situational Awareness Partners and two other firms have indicated interest in buying up to $7B of shares representing ~25% of the $SKHY offering.

[Frank @FrankAFetter]

bitcoin is still cheap at $64k, only 17% of days has it been lower on the mean reversion index. what if the bottom is in? $btc

[Beth Kindig @Beth_Kindig]

Samsung’s HBM4 revenue has reportedly surpassed $1 billion, with revenue expected to exceed $1.2 billion through the end of June, per Yonhap, just four months after starting mass production in February.

$MU $NVDA $AMD

[Sminston With 👁 @sminston_with]

For each Bitcoin cycle: by the time the % share of Long-term holder supply-in-loss (LTH SIP) peaked, the bear market price low had already passed.

We're now over 45% of LTH supply-in-loss, the second-highest value on record, and second highest cycle high.

Bitcoin "cheapness," here defined as % position between the power law 'lower (5th quant)' bound and 'upper (95th quant)' bound, also generally peaks when the % LTH SIP peaks.

[Benjamin Cowen @benjamincowen]

I did not always believe in the four year cycle for Bitcoin.

I used to think it was silly, and that the market had to be more complicated than that.

But then the market proved me wrong. So I admitted I was wrong, learned from my mistakes, and became a better investor.

This cycle, a lot of new Bitcoiners faded the four year cycle and relentlessly mocked anyone calling for the bear market. For many of them, instead of recognizing they were wrong, they continue to laugh at anyone willing to discuss the simplicity of the four year cycle.

They are likely doomed to repeat the same mistakes in the future, since their ego gets in the way of them being able to admit that they were wrong.

[Benjamin Cowen @benjamincowen]

...And just like in 2018, Bitcoin is off to a good start in July 2026.

Usually Bitcoin is strong in July and the weakness shows back up in Aug/Sep timeframe.

[Patient Investor @patientinvestor]

Amazon Robotics is quietly scaling at an insane pace.

From 20K robots in 2014 to 1M by 2025! $AMZN

[Frank @FrankAFetter]

bitcoin is in deep value territory between $53k and $62k; when the next bull kicks off, im expecting profit taking to *begin* around the vaulted price area of $140k $btc

[Shay Boloor @StockSavvyShay]

$MU broke ground on a $9.3B AI memory expansion in Hiroshima backed by up to $3.1B in Japanese government support.

The facility will produce next-generation HBM for AI chips starting around summer 2028 expanding Micron’s global AI memory footprint.

[James @JamesEastonUK]

$BTC 🟠

DCA for the next 3 months,

HODL for the next 3 years.

Congratulations, you have outperformed most fund managers.

[Dr.Sayajirao Gaikwad @DietDrsayajirao]

If you can comfortably hold a deep squat (Malasana) for 2 minutes, your hips, ankles, spine and future self will thank you. One of the most underrated mobility exercises for healthy aging.
Here are 7 reasons why
1) Restores hip mobility

[The AI Investor @The_AI_Investor]

My 4-part Micron / DRAM series:

This is probably my deepest work so far on the memory trade:

Micron earnings + my trade
https://t.co/duueiyyAZ7

Memory stock crash + DRAM demand model
https://t.co/8LNRkxngyX

Micron valuation model + price target
https://t.co/806vVNQvGt

Updated Micron / DRAM model after Q3 earnings
https://t.co/8huDCxt1jW

Not financial advice. Just sharing my work and portfolio thinking.

[Cassandra Unchained @michaeljburry]

July 2026 Charity of the Month
Seva Foundation
Transforming Lives by Restoring Eyesight

https://t.co/NSESsJ45cv

https://t.co/la5slhlLo9

[Coin Bureau @coinbureau]

⚡️EUROPEAN BANK PUTS THE EURO ON ETHEREUM

On the day MiCA came fully into force, Crédit Agricole launched EURXT, a MiCA-compliant euro stablecoin on Ethereum.

The EURXT is issued by CACEIS, Crédit Agricole’s securities services arm, which holds about €4.6 TRILLION in assets under custody.

20 million EURXT are in circulation, backed 1:1 by euro reserves on CACEIS Bank’s balance sheet.

[Crypto Rover @cryptorover]

BREAKING: 🇺🇸 FED WILL INJECT $9,956,000,000.00 INTO THE ECONOMY NEXT WEEK!

[Investment Wisdom @InvestingCanons]

Patient aggression.

[Shay Boloor @StockSavvyShay]

$NBIS is expanding into Spain securing an 18MW lease with Merlin Properties at its Getafe campus.

The move marks Nebius first entry into the Spanish market and another step in scaling its European AI infrastructure footprint.