Htoo Maung (トゥー マウン）

FIGHT FOR DEMOCRACY 🇲🇲 Fuck theCoup_MAL Fuck thePooh_Xi 🖕🏻

[Allen Lattimer @allen_lattimer]

50 AI tools that will save you hundreds of hours in 2026. 🤯

1. Claude — Solve any problem
2. Perplexity — Research anything
3. PortfolioTab — Create your portfolio
4. Kling AI — Create AI videos
5. Tripo AI — Create 3D models
6. Gemini — Perfect writing
7. CapCut — Edit videos
8. The AI Library — Discover useful AI tools
9. YouLearn — Summarize YouTube videos
10. Canva — Design graphics
11. ElevenLabs — Clone voices
12. Podcastle — Edit podcasts
13. ChatGPT — Brainstorm ideas
14. NotebookLM — Analyze documents
15. Lovable — Build web apps
16. Bolt new — Generate full-stack apps
17. Cursor — AI coding assistant
18. Windsurf — AI software development
19. Replit — Build apps in your browser
20. Gamma — Create presentations
21. HeyGen — Create AI avatar videos
22. Synthesia — Generate AI presenter videos
23. Midjourney — Generate AI art
24. Ideogram — Create images with text
25. Runway — AI video editing
26. Pika — Generate AI videos
27. Luma AI — Create cinematic AI videos
28. Leonardo AI — Create game assets & artwork
29. Figma AI — Design UI/UX
30. Framer AI — Build websites
31. Tally — Create smart forms
32. Otter ai — Transcribe meetings
33. Fireflies ai — AI meeting notes
34. Granola — AI meeting assistant
35. Wispr Flow — Voice-to-text
36. Zapier — Automate workflows
37. Make — Connect apps with automation
38. n8n — Open-source automation
39. Photoroom — Edit product photos
40. Remove bg — Remove image backgrounds
41. Suno — Generate AI music
42. Udio — Create original songs
43. DeepL — Translate accurately
44. Poe — Access multiple AI models
45. Grok — Real-time AI assistant
46. Genspark — AI super agent
47. Manus — Autonomous AI agent
48. Elicit — Research papers faster
49. SciSpace — Understand research papers
50. Notion AI — Write and organize notes

✅ Save this list—you'll probably use it more than you think.

[めたる＠eMAXIS Slim米国株式(S&P500) @sp500_love]

S&P500は原油高と長期金利上昇が重荷だが、米・イラン協議の進展観測で引けにかけて下げ幅を縮小。為替は米長期金利の上昇でドル買いとなり一時159円台へ到達

[The Irrawaddy (Eng) @IrrawaddyNews]

On this day in 1988, General Saw Maung seized power in a coup in the wake of the “8888” democratic uprising.
Read more: https://t.co/Q034SODqle
#WhatsHappeningInMyanmar
-------------------
Help The Irrawaddy Report the Truth from Myanmar
https://t.co/3StkYCheeR

[日本経済新聞 電子版（日経電子版） @nikkei]

日銀1.25%への利上げ決定　植田総裁会見、15:30から生中継
https://t.co/JqYF7Jnh2b

[後藤達也 @goto_finance]

◆ 今週の予定
今週はFOMCと日銀会合があります。また、AnthropicのアモデイCEOが「AI開発、減速を」と訴え、土日の米メディアで大きく話題となりました。データセンター投資に影響が出るのか、きょうの市場の反応に注目です

👇noteでポイント解説
https://t.co/xPeXEQZnQ7

[Power Phrases @Power_Phrases]

Protect your attention. Not everything deserves a response.

[越南大叔 @ChuTrieuViet]

感恩当下

[Tim Cook @tim_cook]

Sending lots of love to the Apple community on my last day as CEO. My title changes tomorrow, but the love I have for the Apple community never will. Thank you for being a constant source of inspiration. My gratitude is endless, and I’m excited for the next chapter!

[Htoo Maung (トゥー マウン） @jumper91hm]

🙂‍↔️

[UG MAN 𝕩 @TherealUGman]

Which stage of weekend are you in right now?

Me:

[Htoo Maung (トゥー マウン） @jumper91hm]

Meta

[Adam Khoo @adamkhootrader]

Many students have asked me about news headlines screaming that Meta (META) faces $1.4 trillion in penalties in the social media addiction trial that opened this week. The stock is down 15.8% in a month. Am I concerned?

The answer is no. I have seen this movie many times before.

That $1.4 trillion is the states' opening ask, not the outcome. The judge has already called the figure "unreasonable" in open court. This is how US litigation works. Plaintiffs anchor with a headline number for negotiating leverage. Then constitutional due process limits on excessive penalties, many years of appeals and eventual settlements shrink it to a fraction of the ask.

History proves it:

In 2000, a court ordered Microsoft ($MSFT) broken up. The order was reversed on appeal, MSFT settled intact and went on to become one of the most valuable companies on earth.

The DOJ demanded Google (GOOGL) divest Chrome. In September 2025 the judge rejected any breakup, and $GOOGL surged to all time highs.

Meta itself paid a $5 billion FTC privacy fine in 2019, the largest ever, and the stock rose that very day. The FTC case to unwind Instagram and WhatsApp was thrown out in November 2025. In March 2026, a similar addiction case that made scary headlines ended with just $6 million in damages.

In every case, the economic moat emerged stronger and the business even more profitable.

Here is the irony. The lawsuit's core claim is that Meta's products are too engaging and too hard to quit. Sticky products, powerful network effects, high switching costs. That is the legal system describing a wide economic moat under oath, which is exactly why StockOracle rates META's OracleMoat as Wide.

Most people do not grasp Meta's scale. 3.6 billion people, nearly 60% of the world's entire internet population, use at least one Meta product every single day. A textbook brand monopoly on sale.

At $543.67, META trades 40% below its OracleValue of $905.68, at just 16.8 times forward earning

[Adam Khoo @adamkhootrader]

With these 16 Simple but very powerful rules, I have generated enough income and wealth from the stock market to last for generations. I hope it would do the same for you!

https://t.co/UHMpPAuvUH

[Tansu Yegen @TansuYegen]

The man, disturbed by the noises from his upstairs neighbor, set up a device in his home.

The system, which activates when sounds come from upstairs, makes this kind of noise.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. The Fed held rates steady, as expected, but the decision came with 3 dissents in favor of a 25 bps hike from Cleveland Fed President Beth Hammack, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan. Fed Chair Warsh said the move should not be viewed as a “pause,” arguing that markets have already made their judgment and the Fed now has 7–8 weeks of incoming data to assess. He said the June core CPI print did not materially change the decision, with the broader inflation trend now mattering more. Warsh also said the Fed is doing well on the employment mandate, though the AI-driven capex surge makes it harder to judge aggregate supply and demand.

2. Meta $META reported Q2 2026 revenue of $60.8B, up 28% YoY, with advertising revenue rising 27% YoY to $59.4B. EPS fell 13% YoY to $6.18, while Reality Labs posted an operating loss of $4.62B. Daily active people increased 3% YoY to 3.60B, and Meta guided Q3 revenue to $61B–$64B. The stock is under pressure as investors focus on the EPS miss and continued AI infrastructure spending, with FY26 capex now expected at $130B–$145B. CEO Mark Zuckerberg said AI is already accelerating Meta’s core business, powering new products, and opening up new enterprise opportunities.

3. Robinhood $HOOD delivered an exceptional Q2 2026, with revenue up 32% YoY to $1.31B, net income up 48% YoY to $573M, and adjusted EBITDA up 35% YoY to $741M. Transaction-based revenue grew 44% YoY to $776M, while total platform assets rose 32% YoY to $369B. Net deposits hit an all-time high of $21.7B, with $3B already in Robinhood Banking. Gold subscribers increased 39% YoY to 4.8M, with a record 17% attach rate, while ARPU rose 24% YoY to $187. Robinhood also bought back 4.4M shares in the quarter, lowered expense guidance, now has 13 business lines doing $100M+ ARR, and its Gold Card has reached 1M holders with $17B of annualized spend.

4. Retail investors sold a net $243M of single stocks yesterday, marking the largest one-day outflow since the COVID crash, according to Vanda Research.

5. Microsoft $MSFT reported Q2 2026 revenue of $90.0B, adjusted EPS of $4.74, and operating income of $40.6B. Azure and other cloud revenue grew 43% YoY, while Microsoft Cloud revenue reached $59.3B and Intelligent Cloud revenue came in at $39.3B. Capex was $35.8B, reflecting continued AI infrastructure investment. CEO Satya Nadella said Azure revenue surpassed $100B for the first time this year, while Microsoft 365 Copilot reached more than 30M paid seats, showing growing enterprise adoption of Microsoft’s AI stack.

6. OpenAI CFO Sarah Friar and board chair Bret Taylor reportedly addressed employees in an internal meeting on Wednesday, with Friar telling staff that July annualized recurring revenue was already higher than the entire Q2 level. The update appears aimed at reassuring employees that OpenAI’s business remains healthy as competition intensifies from Anthropic and a growing wave of open-source AI players.

7. SpaceX $SPCX is reportedly weighing acquisitions or a bid in the FCC’s July 2027 Upper C-band auction to secure terrestrial spectrum, per Semafor. The company is looking for airwaves that perform better in cities and dense areas, which could help Starlink compete more directly with $T AT&T, $VZ Verizon, and $TMUS T-Mobile. SpaceX has already bought $17B of EchoStar spectrum licenses, though its latest spectrum strategy remains fluid.

8. The top 10 most active options today by contracts traded were $NVDA with 3.8M contracts, $TSLA with 2.3M contracts, $AAPL with 1.7M contracts, $MU with 1.2M contracts, $INTC with 905K contracts, $SOFI with 802K contracts, $AMD with 654K contracts, $AMZN with 631K contracts, $SPCX with 615K contracts, and $GOOGL with 582K contracts.

9. JPMorgan says Korea’s equity market has gone through an intense deleveraging phase since mid-June, with the KOSPI now down nearly 40% from its June 22 peak. The firm says the selloff was amplified by leveraged ETF flows and hedge fund positioning unwind, but now believes the leveraged ETF unwind is complete and hedge funds are roughly 90% done deleveraging. While some residual selling may continue and investors remain cautious ahead of the FOMC and hyperscaler earnings, JPMorgan says Korea’s positioning setup now looks attractive on balance, supported by cheap valuations and earnings momentum.

10. U.S. senators are warning Apple $AAPL against using Chinese memory chips from CXMT or YMTC, even for devices sold only in China. Lawmakers led by Jim Banks and Chuck Schumer urged Apple to abandon the talks, noting both chipmakers are on a Pentagon list of Chinese military companies, while YMTC is also on the Commerce Department’s Entity List. Senators warned that Apple qualifying the chips could pave the way for broader use later, and asked Apple to commit by August 21 not to use them while disclosing any technical information already shared. The pressure comes as the global memory market remains tight, with potential read-throughs for $MU, $SNDK, and $SKHY.

11. Meta $META is not giving specific 2027 CapEx guidance, saying infrastructure planning remains highly dynamic as it builds for maximum capacity in 2026 and 2027, while keeping room to expand in 2028 and beyond. On AI, Meta said it is optimistic about meaningful growth across its AI businesses and expects to share more soon. The company also said it has received multiple offers to monetize its compute at a meaningful premium to cost, but believes selling intelligence will carry significantly higher margins than selling compute directly.

12. Korea’s government announced an emergency market meeting after the recent equity-market selloff, with the finance ministry also launching a 24-hour market monitoring system. The measures include new restrictions on leveraged ETF trading and caps on retail exposure to these products. Korean stocks have bounced on the news as policymakers move to stabilize markets.

I know it's very ugly out there. We all are going through it. It is the greatest show on earth for the reason: you just don't know what's going to happen next. Earnings are amazing so the selloff feels more structural and rooted in deleveraging/bad sentiment around AI vs the entire AI trade itself not being real or having strong fundamentals. Some valuations really got aggressive and the unwind has taken everything down along with the war being a really ugly headwind for the entire market. Stay strong, make sure you aren't too levered, and remember that the broader markets have seen worse and will persist through this.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Htoo Maung (トゥー マウン） @jumper91hm]

@RakutenSec NISA口座800万口座達成おめでとうございます🎉
多くの方に選ばれていることが信頼の証ですね✨

[Htoo Maung (トゥー マウン） @jumper91hm]

Nisa with Rakuten

[楽天証券 @RakutenSec]

🟥🟧🟨🟩🟦🟪⬜🟥🟧🟨🟩🟦
楽天証券NISA800万口座達成記念
SNSキャンペーン開催中！
🟥🟧🟨🟩🟦🟪⬜🟥🟧🟨🟩🟦
フォロー&リポスト&コメント（リプライ）で抽選で【最大200名様に】1,000円分のギフト券が当たる！🎁

【条件】
1️⃣ @RakutenSec をフォロー
2️⃣ この投稿をリポストし、コメント（リプライ）
「NISAをやっててよかったこと」など、ぜひ皆様のお声をお聞かせください！楽天証券へのお祝いや応援メッセージも心よりお待ちしております。

【当選人数】
コメント数が増えれば増えるほど当選人数もアップ！ぜひ楽天証券のNISAの輪を広めてください✨

#楽天証券 #NISA

[Adam Khoo @adamkhootrader]

The Great Rotation has begun!
For 2 years, every dollar chased the top of the BUBBLE PYRAMID... quantum computing, nuclear, space stocks, memory chips, the neoclouds, the power equipment feeding the data centres.

And what got sold? The boring, profitable stuff like Healthcare, the financial toll booths. SaaS, Communication services, the consumer discretionary compounders. Discarded, unloved, and now trading at huge discounts to intrinsic value.

That is exactly the setup I broke down in my Live Online Webinar and I named the specific stocks I am buying. The stocks that will lead the next stage of this Bull Market.

Now watch what is happening. As AI capex growth decelerates, the money does not vanish. It rotates back to the ANTI BUBBLE BEDROCK.

We have seen this movie before. Every mania ends the same way ...capital returns to quality. While Mr. Market is still distracted chasing the bubble, I have been quietly accumulating.

I called it before it happened. Now it is happening.
The replay is up for a limited time only, and it comes down for good soon.

Watch it here before it is gone. 📷 Register Free Now
https://t.co/JVGKMf5Qig

[Millishield 01 🚘🌽🫑🌶🦈🐔 @Millishield01]

How to survive drowning.

[Today I Learned @TodayiLearrned]

Real story of life.