steezy

[Beardo @BeardoTrader]

Leopold wanted to play with the big boys.

He understood technology, but underestimated the ruthlessness of big money.

They’re coming for Michael Saylor next.

[Cleveland Street Alliance @cstreetalliance]

DOWNTOWN CLEARWATER 🌴

The transformation of Cleveland Street continues moving forward through restoration, redevelopment and future entertainment planning designed to create a more walkable, connected and active downtown experience for residents and visitors alike.

From storefronts and sidewalks to gathering spaces and future destinations, every day another visible layer continues taking shape.

[Alex McColl @AlexRMcColl]

This sale was undoubtedly aided by positive performance of the UAE’s GlobalEyes vs. Iranian drones. A great win for Sweden & Canada. We’re better together.

[General Atomics Aeronautical Systems, Inc (GA-ASI) @GenAtomics_ASI]

Full-scale #manufacturing of FQ-42A Collaborative Combat Aircraft is underway. The semi-autonomous fighter will deliver uncrewed #airpower for the U.S. Air Force.

More on #FQ42A CCA: https://t.co/4im1OcMRKz

[$🅰️hún @tutuflai]

Sobre incendios forestales
Muy resumido pero mucho más certero que cualquier opinión de los “opinologos” de la TV

[Lewis Jones @thelcjones]

SpaceX culture is built on a unique extreme humanism mindset. There’s this belief that a very determined person with good ideas can single-handedly shift the course of the company and maybe humanity. Extreme ownership taken to the limit. Turns out that kind of exercise of free will can lead to glory or paranoia.

[D-Wave @dwavequantum]

D-Wave will release its financial results for the second quarter of 2026 on Thursday, August 6, 2026, before market open.

In conjunction with this announcement, D-Wave will host a conference call on Thursday, August 6, 2026, at 8:00 a.m. (Eastern Time), to discuss the Company's financial results and business outlook.

Read the press release for more details: https://t.co/bcA4XAIaNm

[Max @MdeZegher]

Tesla Diner opened exactly 1 year ago. Inspiring that futuristic places like this exist.

It's our highest usage Supercharger in the world: 21.2 GWh delivered in a year, 1.6k sessions/day.

Top 10 Superchargers by energy delivered:

[Embraer @embraer]

NOTÍCIA | Embraer anuncia novos dispositivos de treinamento do C-390 Millennium na Suécia e na Áustria. Leia Notícia Completa: https://t.co/VznCdhoI7J

[The New Aero @new_aero]

🎾
https://t.co/yIVYXBND8X now offers wheel & tire packages!

[Bourbon Capital @BourbonCap]

While most people feel fear due to $ONDS share dilution, I see a company with a clear and strong strategy to become a scaled leader in autonomous defense, security, and infrastructure intelligence.

[Leandro @Invesquotes]

Publishing this in a few hours!

Put a lot of effort into it and it will be open to read.

$ASML

[Mindset for Money @Mindset4Money_X]

IS NETFLIX AN EASY DOUBLE FROM HERE?

“We don’t manage the business on a quarter-to-quarter basis. Our goal is to sustain healthy revenue and profit growth,” was said by Netflix’s CFO today, and I think investors should share the same long term view.

Q3 guidance missed Wall Street expectations, but mgmt left FY26 revenue growth unchanged at 13-14% YoY. That implies some deceleration, but it also shows Netflix is still compounding at a healthy pace.

The bear case is straightforward. Viewership could soften, future M&A deals could bring negativity, or returns on incremental capital could decline. But Netflix has dealt with revenue pressure before and emerged stronger with record returns on capital.

Consensus expects EPS to grow around 15% annually for the next several yrs. Even using my more conservative under-14% estimate, the stock still looks close to a double over 5 yrs.

High quality business don't sell for cheap without some uncertainty attached to them, you just have to trust the mgmt team to execute.

What do you think? Is $NFLX a buy here?

[TrendSpider @TrendSpider]

Bulls haven't been tested like this the entire run
$SNDK

[Brew Markets @brewmarkets]

SpaceX just fell below its IPO price for the first time.

[Miguel Dabán Baines-MDBbolsa @MDBBolsa]

El Problema de Hermés $RMS del que nadie habla

Leather Goods (+9%) sigue siendo el motor de Hermès. Y lo más importante es que el crecimiento no viene de una recuperación cíclica de la demanda, sino de una mayor capacidad de producción.

Traducido: siguen vendiendo todo lo que fabrican y el cuello de botella continúa siendo la oferta.

La compañía ya ha abierto su taller nº25 (Loupes) y tiene otros tres en camino hasta 2030. Si siguen invirtiendo en capacidad es porque, de momento, la demanda sigue muy por encima de la oferta.

Pero aquí aparece una dicotomía interesante.

La prima de los Birkin y Kelly en el mercado secundario ha caído de ~2,4x a 1,6-1,8x. Cada vez hay más bolsos llegando a reventa y, dependiendo de la boutique, acceder a uno empieza a ser algo menos complicado.

¿Por qué importa? Porque buena parte del poder de Hermès nace precisamente de esa escasez. Hoy muchos clientes aceptan gastar 2-4 veces el precio del bolso en otras categorías para tener opción de comprar un Birkin. Si la prima en reventa sigue estrechándose, ese incentivo también podría hacerlo.

Eso no solo afectaría a la percepción de exclusividad del Birkin. También podría reducir las ventas inducidas de prêt-à-porter, hogar o accesorios, que se benefician del proceso de compra.

No creo que sea un problema para los próximos trimestres. La demanda sigue excediendo claramente a la oferta. Pero sí es uno de los riesgos estructurales que vigilar en la tesis: si algún día oferta y demanda convergen, Hermès podría perder parte del poder de fijación y del "misticismo" que ha convertido al Birkin en algo más que un bolso: casi un activo de inversión.

[Schaubyylovee @xoxolouise21]

I hope you learn to make it on your own

[steezy @stevenkingg]

@NathanSengdara not soon .. Haha