New Wave Thinker

The deepest sin against the human mind is to believe things without evidence.

[Michael A. Arouet @MichaelAArouet]

This is mind-blowing. We've known the US is leaving Europe behind, but the magnitude is unreal.

Europe chose regulations, overtaxation, and left redistribution, while the US chose free market, entrepreneurialism, innovation and progress.

With AI the gap will keep growing.

[Arthur MacWaters @ArthurMacwaters]

The reason engineering and business are resistant to Marxism is that they require engaging with the real world

[Rohan Paul @rohanpaul_ai]

👀 This is from an ex-Meta PM.

[zerohedge @zerohedge]

Rate On China's New Overnight Liquidity Tool Comes Below Estimates, Hints At Imminent Easing https://t.co/RWMUVQzr8q

[Daily Chartbook @dailychartbook]

"Consensus-expected long-term earnings growth (LTEG) rose to a record 43.5% for the S&P 500 Information Technology sector last week. That boosted the LTEG of the S&P 500 to a record 25.5%."

@yardeni

[Petr Pinkhasov @pinkhasov]

Long cloud services short software for the rest of your life.

[Rohan Paul @rohanpaul_ai]

AI agents often forget past work, but this Accenture paper method keeps everything reachable.

Traditional LLMs often forget important details during long projects because their limited memory space forces them to discard old information.

This introduces a system that keeps a compact summary of recent work while storing all past actions in a separate, accessible database.

The agent uses smart indexing to quickly look up exact details from this database whenever it needs to recall a specific past event.

A custom training method teaches the agent to decide for itself which information is worth keeping and when to pull data from its long-term archives.

By saving only the necessary summaries in the active workspace, the model maintains a sharp focus on its current goal without being overwhelmed by a massive history.

This approach solves the problem of information loss that usually happens when an AI struggles to complete complicated, multi-step tasks over a long period.

-----

Paper Link – arxiv. org/abs/2603.04257

Paper Title: "Memex(RL): Scaling Long-Horizon LLM Agents via Indexed Experience Memory"

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Australian energy exploration hits 10-year high in hunt for gas (Reuters)

[The Idea Farm @TheIdeaFarm]

📊 𝗖𝗵𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗗𝗮𝘆 📊

Profitability does most of the work in explaining why some equity indices trade richer than others. Median return on equity explains 89% of the variation in forward P/E across global benchmarks, with the Nasdaq-100 at the high end and TOPIX and Russell 2000 at the low end.

@GoldmanSachs

https://t.co/3XeN5rNMIv

[Charlie Bilello @charliebilello]

Total amount wagered on sports in the US...
2025: $165 billion
2024: $149 billion
2023: $121 billion
2022: $93.7 billion
2021: $57.5 billion
2020: $21.5 billion
2019: $13.1 billion
2018: $6.6 billion

[TrendSpider @TrendSpider]

Getting tight at the lows with insider conviction 👀 $MELI

[Topdown Charts @topdowncharts]

how high can it go?

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

EY: AI is scaling 3x faster than the internet in the 90s

[Stephen Miran @SteveMiran]

Finally, I am able to say something about tariffs I wasn't able to say last year. I'll tell you why at the end of the thread.

[The Rabbit Hole @TheRabbitHole]

The rise of white supremacy was a media generated narrative.

This fact is observable:

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Comm Services P/E falls to a 14-month low $XLC @augurinfinity
https://t.co/yVvLXfke2l

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

GS: Earnings have accounted for the entire S&P 500 gain this year. In fact, during the last 12 months, the S&P 500 has rallied by 18% with no increase in the forward P/E multiple

[GURGAVIN @gurgavin]

JUST IN : SPACEX TO BE ADDED TO THE NASDAQ 100 INDEX JULY 7

THIS IS THE QUICKEST TIME EVER FOR A COMPANY TO BE ADDED TO THE INDEX

$SPCX

[Wall Street Apes @WallStreetApes]

Woman realizes she was slowly poisoning herself for weeks

After a lot of research it turned out to be the Costco dishwasher pods, many other people reported the same thing

Costco dishwasher pods contain the chemical Benzotriazole, its an industrial corrosion inhibitor that’s not FDA-approved for food contact

I found it’s common in both Cascade and Kirkland, Costco options

It is also an endocrine disruptor

These should not be legal to sell. There are other brands that achieve the same results without these harmful chemicals being used on what you eat off of

[Oguz Erkan @oguzerkan]

Stanley Druckenmiller: “We are long South Korea, Japan and Brazil.”

It’s insane to me that people are dumping $MELI and $NU while they are at their lowest valuation and Druckenmiller is long Brazil.

Two of the most attractive buying opportunities in the market.