SEVENthe1nOnly

I'm Drake's new ghostwriter

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif Thank you to you and your team (Solutions) who helped set all this up

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif Not surprised, our education system in the US has been falling for years

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif @mcuban Let's fricken goooooo 1/3 of the way there!

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif GGs RIPbozos o7 die slowly all of them

[Mizkif @REALMizkif]

This is the beginning of the end for pokemon scalpers imo and I don’t know how it comes back

Pokemon is now printing more rare cards then ever to combat the scalpers, and if you don’t know some scalpers lost tens of thousands on these 30th anniversey boxes thinking they’d get the premium cards, only to find everyone else already had them

As someone that owns half a million in pokemon cards I’m glad this is happening

Psa is a scam, the hobby has just become gambling and people thinking they can get rich quick. Nobody can get involved unless they take out a loan and I’m glad it’s stopping here

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif Couldn't catch the stream that day, but from the looks of things thankfully I missed it lol

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif Code 100? I'm not gonna lie, that just sounds silly

[Mizkif @REALMizkif]

Iran just hit 5 Stars on GTA

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif good luck hope you get the Mew or w/e it is

[SEVENthe1nOnly @SEVENthe1nOnly]

@mizkifglobal Too funny. W Claudia

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif WoW thank you so much for this. A man of the people

[Mizkif @REALMizkif]

🚨 Dropping World of Warcraft Collector's Editions EVERY DAY this week 🚨

All You Gotta Do Is:

🔁 Retweet this
💬 Hop in chat
🏆 Winners picked live all week

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif Yo. How are things lookin today boss man?

[Mizkif @REALMizkif]

Yo

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif So we gotta worry about a solar flare sending us back to the stone age, and now our own creation in AI?

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif @mcuban Finally seeing some profit these past 2 weeks even though we were down. Good sign for the long run

[Mizkif @REALMizkif]

MY CHAT DID IT! THEY MADE $1,000,000 AND THEY GET TO KEEP THE PROFIT!

It's been months of investing, and them learning how the stock market works, but they never gave up. And now they get to split $1,000,000 with each other!

It's been an awesome experience. and we're still going! We just hit a million, but we think this market is telling us there's more to this wave we're in.

The best part is, watching members of my community, make money using my money. I always wanted to help people and be like Mr. Beast ever since I read his new book. This is a dream come true.

This is a worldwide event. Anyone can STILL join!

[SEVENthe1nOnly @SEVENthe1nOnly]

@REALMizkif @mcuban I need something to work, Prayge for NBIS cuz my Nvidia option gamble cut me deep Sadge

[Mizkif @REALMizkif]

The S&P fell 𝟬.𝟮𝟴% today. Mizkif Global fell 𝟭.𝟮%.

Mizkif Global closed at $𝟵𝟴𝟭,𝟱𝟴𝟬. Today cost us about $𝟭𝟮,𝟭𝟵𝟬.

Three things moved the market and only one of them was about technology.

Memory chips got hit. Reports came out that Washington may let Apple buy memory from Chinese suppliers, which would hand a piece of Apple business to Micron competitors. $SNDK fell 9%, $MU 5.88%, Western Digital 7%. Samsung falling 9% overnight on a buyback that disappointed made it worse, and with Nvidia reporting Wednesday nobody wanted to step in and buy the dip.

Washington opened a second front on Iran. Treasury Secretary Scott Bessent announced Operation Economic Outcast, new sanctions on Iran's oil, shipping, gold, aviation and crypto, plus more than 60 companies and vessels. Sanctions like that add a risk premium to anything that ships or burns fuel.

Trade talks with Canada fell apart. Trump threatened 50% tariffs on Canadian cars, trucks, auto parts and steel starting in January, and Canada says it retaliates on September 8. A tariff is a tax on parts, so anything built out of steel costs more to build.

The result: the S&P fell 0.28% and the Nasdaq fell 0.76%. The Dow was the only green index, up 0.26%. $MU fell 5.88%, $RKLB 5.95%, $AMD 3.49%, $SOXX 2.60%. $CAT fell 2.04% as well, and Caterpillar has nothing to do with Nvidia.

Mizkif Global is heavy in chips, so a chip day is our day.

✅ WHAT WE DID

Sold $𝟰𝟬,𝟬𝟯𝟬 of $NFLX at $𝟴𝟬.𝟬𝟲 to raise cash.

Bought $𝟮𝟰,𝟱𝟯𝟯 of $BE. Bloom Energy said Brookfield grew its infrastructure partnership with them from $𝟱 billion to $𝟮𝟱 billion in nine months, and the backlog is now $𝟮𝟬 billion. Revenue last quarter was $𝟭.𝟬𝟳 billion, up 𝟭𝟲𝟱%.

Bought $𝟯𝟭,𝟲𝟵𝟱 of $NBIS. Nebius raised $𝟰.𝟱 billion in convertible notes to keep building data centers, the stock fell 𝟮𝟭% in a week on the dilution worry, and we bought that drop.

❌ WHERE WE WERE WRONG

$MU cost us $𝟱,𝟴𝟱𝟭, $AMD $𝟯,𝟯𝟬𝟱, $RKLB $𝟭,𝟳𝟮𝟴, $CAT $𝟭,𝟬𝟭𝟯, $NBIS $𝟳𝟭𝟴, $TTWO $𝟲𝟭𝟮, $SOXX $𝟲𝟬𝟴.

Most of today's damage is one bet wearing different tickers. Chips, and the power to run them. We built it that way on purpose, and on a green chip day it pays the same way in reverse.

WHERE WE STAND

$56,753 in cash, though $40,029 of that is the Netflix sale and does not settle until later this week. Biggest holding is $VOO at about $200,000. Winners were small: $BE +1.35%, $AMZN +1.32%, $RIOT +0.86%, $GOOG +0.83%.

Nvidia reports Wednesday. We are not trimming into it.

Matt Rinaudo
Chief Executive Officer, Mizkif Global