Babou

AI developments • Stock market insights • Life psychology
Sharing what the algorithm won't show you

[Babou @sbabou]

Nope.. it’s Spain 🇪🇸

[Babou @sbabou]

Luck is still favors Argentina! #fifa #worldcup

[Babou @sbabou]

Luck is still favors Argentina! #fifa #worldcup

[Babou @sbabou]

Argentina Goal Keeper Martinez is doing a great job till now! Awesome stops! #fifa #worldcup

[Babou @sbabou]

Is the market going to have repeat of #DeepSeek moment with #KimiK3?

[Babou @sbabou]

The software landscape changes fast. You're either a market disruptor, or you're history.

With 2.8 trillion parameters, native vision, and a 1M context window, Kimi K3 is shifting the burden of proof to everyone else in the game.

#AI #kimi #claude #openai

[Babou @sbabou]

Bummer for US-made #AI models! Is the AI boom bull run over for #stocks here? Need to watch how traders react to this.

[Whale Insider @WhaleInsider]

JUST IN: 🇺🇸🇨🇳 American companies now use Chinese AI models more than US-made ones.

[Babou @sbabou]

The software landscape changes fast. You're either a market disruptor, or you're history.

With 2.8 trillion parameters, native vision, and a 1M context window, Kimi K3 is shifting the burden of proof to everyone else in the game.

#AI #kimi #claude #openai

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[Babou @sbabou]

@LordOfDiscounts Lip out! Codes have been claimed this round. Keep an eye out for future Hot Streaks Presented by Chipotle.

[Babou @sbabou]

Earnings report in full swing next week - week of July 20, 2026

$TSLA $INTC $GOOGL $NOW $IBM $GEV $TXN $CCK $DPZ $AAL $AXP $STM $DECK $LMT

[Earnings Whispers @eWhispers]

#earnings for the week of July 20, 2026

https://t.co/My2Eq16qS8

$TSLA $INTC $GOOGL $NOW $NOK $AMC $IBM $GEV $TXN $HAL $T $MXL $VICR $KMI $CLF $TCBI $VZ $CCK $CHTR $DPZ $AAL $AXP $HBAN $FCX $ALK $ALLY $DHI $STM $NEE $PM $BX $BOKF $DECK $EWBC $LMT $DHR $CX $NLY $STLD $TSCO $WRB $ZION $TNL $SCHW $SLG $NEM $CCI $CNI $AIR $GM

[Babou @sbabou]

Which one are you buying in this SALE?!
$ASTS $SOXL $NBIS $SNDK $BE $SKHY $RKLB $CIFR $STX $WDC $ALAB

[Shay Boloor @StockSavvyShay]

THE FUTURE IS ON SALE RIGHT NOW

Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53%
• $TE −51%
• $OUST −42%
• $ARM −42%
• $BE −39%
• $NBIS −38%

[Babou @sbabou]

$ASTS down ~13% after announcement of senior note convertibles. Looks attractive price.

[Babou @sbabou]

$TSM is a monster and results are great as always👏👏

[TrendSpider @TrendSpider]

$TSM Q2 EARNINGS DOUBLE BEAT 🔥

EPS: $4.31 vs $3.77 est
REV: $40.20B vs $39.76B est

Gross Margin: 67.7%
Operating Margin: 60.3%
Net Profit Margin: 55.6%

[Babou @sbabou]

Up-Down-Up-Down-…. Semis & AI memory past few days $SNDK $DELL $SKHY $SOXL down today hugely

[Babou @sbabou]

$IBM & others today 🩸

[Babou @sbabou]

Sale in Semi & AI memory #stocks

With CPI , PPI this week, it makes it more volatile market this week.

$SNDK $MU $WDC $LRCX $STX $SKHY $MRVL $CRDO $ALAB $ARM $APP $SOXL $SMH

[Babou @sbabou]

#Futures 🩸

[Babou @sbabou]

When will Samsung list in US market? Or is it already available in OTC?

[Evan @StockMKTNewz]

3 companies control 90% of the global DRAM memory chip market

Samsung - 37% market share
SK Hynix - 29.9% (Now listed in the US)
Micron - 22.9%

Interestingly that company in 4th CXMT. It's China's largest memory chip company and it is going public this upcoming week in Shanghai on the STAR exchange

Apple was rumoured to be trying to get approval to buy chips from CXMT for use in Apple's products sold within China

Credit to my partners Leverage Shares for the photo

[Babou @sbabou]

June sales deceleration misses high expectations, driving Costco's 4.21% drop
- Costco reported June net sales up 10.6% YoY to -$29.24B, slowest pace since February
- Comparable sales grew 8.8% vs. 12.5% in May, first MoM slowdown in 2026
- May results boosted by higher gas prices increasing store traffic for cheap fuel
- Stock's premium valuation (~46x P/E) left 'little room for error' per Wells Fargo
- JPMorgan trimmed price target slightly from $1,110 to $1,100, keeping overweight
- Despite solid e-commerce growth of 20.9%, investors focused on momentum loss

[Babou @sbabou]

Earning season starts in full swing from week of July 13, 2026.

Big names to watch - $NFLX $UNH $GS $ASML $TSM $JPM $GE $FAST $MS $ISRG $JNJ $ELV $TRV

[Earnings Whispers @eWhispers]

Earnings Season begins the week of July 13, 2026

https://t.co/My2Eq16qS8

$NFLX $UNH $C $GS $ASML $TSM $JPM $PGR $BAC $WFC $AEHR $CAG $BLK $RF $USB $GE $FAST $ABT $AA $UAL $TFC $MS $ISRG $JNJ $ERIC $AERO $ELV $FITB $ALV $PNC $STT $MTB $CTAS $ANGO $FBK $FHN $CFG $CNS $EQBK $FNB $HOVR $BNY $JBHT $HOMB $IIIN $SDVKY $TRV $SPFI $VLVLY $WIT