Don Quixote

自渡

[angel @angeldot_]

🚨ESTO ES UNA LOCURA

Un desarrollador chino acaba de lanzar una herramienta GRATUITA capaz de crear vídeos automáticamente para TikTok, Reels y YouTube Shorts.

Se llama MoneyPrinterTurbo.

Ya ha superado las 100.000 estrellas en GitHub.

Y ya hay gente ganando +4.000$/mes con canales faceless a partir de este sistema.

Así funciona:

1. Introduces un tema o una palabra clave
2. La IA genera el guion, la narración y los subtítulos
3. Busca el material visual, edita el vídeo y te entrega el resultado final

Todo ocurre en un único flujo de trabajo.

Guárdate esta herramienta.

Estoy seguro de que puedes sacarle muchísimo partido.

Enlace abajo👇

[Luckylab_Vicky @Vicky22955256]

简易版香菇肉酱😋
（清晰一下概念：豆瓣酱和黄豆酱不是一回事，豆瓣酱是蚕豆做的）

[Victoria @Victoria1423835]

梅干菜蒸肉饼的做法简单又好吃💐🌹

[Ethan Carte @933Athkar]

1 year ago $SNDK was $35 → ripped 6625.71% to $2354.

Here are 13 stocks still under $20 with the exact same Al setup:

1. $POET $8.08 - Optical interposers for Al data centers

2. $LAES $2.54 - Post-quantum security chips

3. $TE $4.65 - Only US-owned solar cell fab

4. $KEEL $3.51 - Bitcoin miner turning Al power landlord

5. $SATL $5.36- Owns the satellites, defense demand exploding

6. $ONDS $8.22 - Counter-drone defense

7. $ACHR $5.96 - Bought Boeing's drone unit

8. $SMR $9.81 - Only NRC-approved SMR, AI needs baseload

9. $GILT $10.12 - Ground terminals for every constellation

10. $SPIR $13.73 - NOAA privatizing weather data

11. $GLXY $24.79 - Crypto funding gigawatt Al data center

12. $BKSY $25.21 - Gen 3 satellites live

13. $AEVA $16.16 - Lidar pivoting to Al co-packaged optics

Bookmark this. Which one are you watching?

Next alert dropping soon!
If you are not following us with notifications turned on, you might miss our next alerts.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. The U.S. reportedly offered Iran a deal to halt the siege and lift sanctions in exchange for reopening the Strait of Hormuz and ending proxy attacks, according to Al Arabiya. Axios also reports that Rubio told several foreign counterparts the U.S. does not plan new strikes on Iran for now, with pressure shifting toward the naval blockade and new sanctions campaign instead. Crude Oil fell 4% and the 10-year treasury bond fell from 4.72% to 4.62%.

2. Global physical gold-backed ETFs $GLD attracted $6.4B of inflows last week, their largest weekly intake since January and the 3rd-largest weekly inflow on record. North America led with $4.4B, followed by Europe at $1.7B and Asia at $300M. This marked the 7th straight week of inflows, with global gold ETFs pulling in $16.4B over that stretch. Total AUM in global gold ETFs rose by $33B last week to $615B, the highest level since the second week of May.

3. Intuit $INTU reported Q4’26 revenue of $4.4B, beating estimates of $4.27B and up 14% YoY. Adjusted EPS came in at $4.03 versus $3.58 expected. Global Business Solutions revenue rose 14% YoY to $3.4B, the Online Ecosystem grew 17% YoY to $2.6B, Consumer revenue increased 14% YoY to $930M, and Credit Karma revenue rose 16% YoY to $743M. For FY27, Intuit guided revenue to $23.3B–$23.5B versus $23.72B expected, while adjusted EPS guidance of $22.88–$23.12 came in well below the $27.32 estimate. The company also raised its dividend 15% YoY to $1.38/share, bought back $5.5B of stock, and has $7.9B remaining on its authorization. Management said its strategy is to win as an AI-driven expert platform while staying disciplined on investments and scaling its big bets.

4. President Trump said the U.S. Navy has removed and/or detonated all mines from international waters in the Strait of Hormuz. He said Iran has been notified that any ship or boat placing new mines will be “immediately and systematically destroyed.” Trump added that Space Force is monitoring every square inch of the Strait, along with Pickaxe Mountain and the three previously destroyed nuclear sites, and said a “Zero Tolerance” policy on mine placement is now in full effect.

5. Canada is responding to U.S. tariffs with new tariffs of its own. The country is raising steel tariffs to 50% from 25%, while roughly 700 products will face new tariff rates of 15%, 25%, and 50%. The measures are set to take effect on September 8, marking another escalation in the U.S.–Canada trade dispute.

6. Anthropic is expected to tell IPO investors its total addressable market exceeds $30T, topping SpaceX’s $28.5T estimate, according to WSJ. The figure represents the potential value of work Anthropic believes AI models could eventually perform, not a direct revenue forecast. Anthropic generated $11.6B in Q2 revenue and could seek to raise as much as $100B at roughly a $2T valuation. IPO documents are expected within weeks, potentially setting up a September or early October listing.

7. OpenAI’s data-center head Chris Malone left the company last week, according to WSJ. Malone joined in March 2025 shortly after Stargate was announced and played a key role overseeing OpenAI’s massive data-center buildout. He previously led data-center strategy at Meta and earlier worked on data-center technology at Google. The departure comes just weeks after OpenAI also replaced its chief revenue officer, adding another senior leadership change as the company races to scale infrastructure, revenue, and compute capacity.

8. ClickHouse has surpassed $350M in annual recurring revenue, up 40% since May, as AI agents drive demand for database and observability infrastructure. OpenAI’s usage has reportedly grown roughly 10x over the past year to more than 30 petabytes of data per day, or around 30T events daily. OpenAI has also shifted parts of its log-management workload from Datadog to ClickHouse over the past year. ClickHouse was valued at $15B in January and says gross margins currently range from 50%–70%. Earlier this year, the company acquired Langfuse to expand deeper into monitoring AI applications and agents. Nebius $NBIS owned a 28% stake in ClickHouse as of May 2025, though that stake has likely been diluted by subsequent fundraising.

9. JPMorgan reiterated its Overweight rating on SpaceX $SPCX with a $240 price target, saying the company’s AI ambitions are coming into sharper focus and that it is increasingly positive on Grok. The firm highlighted SpaceX’s completed acquisition of Cursor on 8/14 as an important step in building enterprise AI capabilities. Cursor brings roughly $4B of ARR as of June 2026, with about 75% coming from businesses, which JPMorgan says should help streamline go-to-market and provide valuable model-training data. The firm also said Cursor data is already showing up in Grok’s supplemental training, with tangible improvements in recent model performance.

10. OpenAI says its new Broadcom-built Jalapeno AI chip outperformed Nvidia $NVDA GB300 in both throughput per watt and response latency during internal testing, according to Bloomberg. The chip is built specifically for inference, not training, and runs at roughly 700 watts. OpenAI plans to begin deploying Jalapeno for its models later this year, saying the performance gap widened on larger workloads, including Moonshot’s Kimi model, and that the chip has also performed well on unreleased OpenAI models. The key caveat is that Jalapeno was tested against GB300, not Nvidia’s newer Vera Rubin generation. OpenAI says a second-generation chip is already nearing tape-out, while work on a third generation has begun.

11. The top 10 most active options today by contracts traded were $NVDA with 1.8M contracts, $TSLA with 1.8M contracts, $AAPL with 636K contracts, $SPCX with 548K contracts, $INTC with 540K contracts, $AMZN with 498K contracts, $MU with 483K contracts, $AMD with 403K contracts, $PLTR with 361K contracts, and $SOFI with 359K contracts.

12. Raymond James raised its Nvidia $NVDA price target to $352 from $330 and reiterated a Strong Buy rating. The firm says Nvidia’s CPU opportunity is becoming more important, especially for agentic AI workloads, even though CPUs are only about 3% of sales today. Raymond James expects CPU revenue to reach roughly 5% of total revenue by CY28 and believes Nvidia could potentially become the world leader in CPU revenue within several years. The firm also argued the stock remains inexpensive, trading at less than 15x CY27 GAAP earnings, below the S&P 500 at 18.6x, despite sales and net income growth still expected to exceed 20% in CY28. Its new $352 target is based on a 22x multiple on CY28 estimates, which Raymond James views as conservative given Nvidia’s leadership, CUDA moat, GPU performance, free cash flow, and history of trading at much higher multiples.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Shay Boloor @StockSavvyShay]

$NVDA AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly

Here’s who has the most exposure to Nvidia today:
• $TSM 37%
• $SKHY 27%
• $MU 14%
• $TER 8%
• $ASX 3%
• $FN 1%
• $AMKR 1%
• $CSCO 1%

I also think the wild part is that Nvidia now spends more on HBM than on the wafers themselves and roughly a quarter of its revenue equivalent on test equipment which says a lot about how important memory, yield and validation have become at these die sizes.

[美股OK哥 @artinmemes]

最近美股AI医疗终于轮动到了，之前一直被基建压一头

医疗以往经常是9月最差11月最猛，可以择时布局，给大家一个清单：

$MDT（美敦力）医疗器械巨头，布局Hugo手术机器人、AI内窥镜系统
$ISRG（直觉外科公司）达芬奇手术机器人厂商，AI机器视觉赋能手术数据库
$CAH（卡地纳健康）医药分销龙头，AI优化供应链、拓展数字健康服务
$TWST（Twist Bioscience）硅基高通量DNA合成平台，为AI生物研发提供合成基因数据
$TXG（10x Genomics）单细胞、空间生物学设备龙头，生物数据入口厂商
$ABCL（AbCellera Biologics）AI抗体发现平台企业
$ABSI（Absci Corp）生成式AI抗体设计、高通量生物实验平��
$BFLY（Butterfly Network）便携手持超声设备，搭载AI影像辅助诊断
$MRNA（Moderna）mRNA疫苗龙头，AI用于疫苗、肿瘤疫苗序列设计
$MRK（默沙东）联合开发AI驱动个性化mRNA肿瘤疫苗
$TEM（Tempus AI）肿瘤多模态临床数据库，AI肿瘤临床决策支持
$GH（Guardant Health）ctDNA液体活检，AI用于癌症早筛、病情监测
$NTRA（Natera）无创基因检测，AI解析血液DNA，肿瘤复发监测
$RXRX（Recursion Pharmaceuticals）英伟达投资AI制药企业，挖掘老药新适应症
$ILMN（Illumina）高通量基因测序龙头，基因组数据基础设施
$IQV（艾昆纬）CRO龙头，AI优化临床试验招募与数据分析
$GEHC（GE HealthCare）大型CT、核磁设备厂商，整机嵌入AI影像诊断算法
$RDNT（RadNet）美国大型影像中心运营商，AI癌症筛查规模化落地
$DXCM（德康医疗）CGM连续血糖监测龙头，AI预测血糖波动
$HIMS（Hims & Hers Health）线上数字健康平台，AI提供个性化慢病诊疗订阅服务
$DOCS（Doximity）医生社交平台，AI助手自动生成病历、医疗文书

[Timothy 🟢 | Panic Drop @timoassi]

MASSIVE EARNINGS WEEK INCOMING.

These 8 stocks' earnings could move the entire market.

1/8 Nvidia: $NVDA

Earnings - August 26th (Wednesday) after close

[叶蓁蓁（互关 互赞 定期清理 因受限慢慢回关，稍安勿躁，请谅解） @yzhnzhn1154552]

【收藏！#30秒教你做酱香猪蹄#[馋嘴]】电饭锅就能做的酱香猪蹄，不用任何厨艺，���入味绝了！快来试试吧～

[余温 @gkxspace]

这篇内容写的太太太详细了！立马按照教程搞一个美国 edu 邮箱😋

有了这个 edu 邮箱，你能搞的东西太多了，如图

[Deribit華語 @DeribitCN]

🏝️ 孤岛之门已开启。600,000 USDC 奖池与私人海岛等你来战！

无论你是独行巨鲸、短期限期权神手，还是正在组建最强战队，这里都有属于你的荣耀之路。

锁定你的绝对优势🏝️ 孤岛之门已开启。600,000 USDC 奖池与私人海岛等你来战！

无论你是独行巨鲸、短期限期权神手，还是正在组建最强战队，这里都有属于你的荣耀之路。

锁定你的绝对优势🏝️ 孤岛之门已开启。600,000 USDC 奖池与私人海岛等你来战！

无论你是独行巨鲸、短期限期权神手，还是正在组建最强战队，这里都有属于你的荣耀之路。

锁定你的绝对优势🏝️ 孤岛之门已开启。600,000 USDC 奖池与私人海岛等你来战！

无论你是独行巨鲸、短期限期权神手，还是正在组建最强战队，这里都有属于你的荣耀之路。

锁定你的绝对优势🏝️ 孤岛之门已开启。600,000 USDC 奖池与私人海岛等你来战！

无论你是独行巨鲸、短期限期权神手，还是正在组建最强战队，这里都有属于你的荣耀之路。

锁定你的绝对优势🏝️ 孤岛之门已开启。600,000 USDC 奖池与私人海岛等你来战！

无论你是独行巨鲸、短期限期权神手，还是正在组建最强战队，这里都有属于你的荣耀之路。

锁定你的绝对优势！

[Victoria @Victoria1423835]

猪脚这样做真的太好吃了
猪脚软软糯糯肥而不腻✨💐

[Don Quixote @StevenTanbs]

@lansao13 走夜路吹口哨

[华尔街观察 Xtrader @cnfinancewatch]

黄金上涨是解决“贝森特难题”的方案之一
在当前美国财政与货币政策的复杂博弈中，财政部长斯科特·贝森特（Scott Bessent）面临的核心挑战——可称��为“贝森特难题”——集中体现在如何在不引发市场剧烈动荡的前提下，管理巨额国债、维持财政部一般账户（TGA）流动性，并通过回购美国国债（USTs）来稳定收益率曲线与金融市场。传统工具（如发行新债、美联储直接干预或大规模财政紧缩）各有代价。然而，一份鲜为人知却长期存在的制度安排——黄金证书账户机制——正随着金价的持续上涨，悄然成为一条极具吸引力的路径。
根据联邦储备体系相关会计与操作规定（Gold Certificate Account，账户编号110-025），美国财政部有权向储备银行发行黄金证书，以货币化其持有的黄金。具体流程清晰：财政部在“黄金证书基金——联邦储备体系理事会”账户中入账，相应获得纽约联邦储备银行（FRBNY）的存款贷记；反之，在去货币化时则反向操作。关键条款进一步指出：每当官方黄金价格发生变动，财政部会��步调整该账户与存款账户。理事会始终保持与财政部账面金额的精确一致，各储备银行资产负债表上的黄金证书总额也必须与理事会记录吻合。
这意味着，只要财政部正式提高美国官方黄金的估值价格，即可在不直接“印钞”的情况下，通过黄金证书的重新货币化，向TGA注入巨额资金。美国官方黄金储备约为2.615亿盎司。简单测算显示：金价每上涨4000美元/盎司，对应可释放的额外货币化空间约1万亿美元。贝森特只需指示美联储主席（或相关决策者，如凯文·沃什Kevin Warsh）配合完成官方重估，即可将这些资金用于回购USTs，从而减轻债务滚动压力、压低长期利率，并增强财政操作的灵活性。
这一机制并非新鲜事物，却在高金价时代获得了全新战略价值。���史上，保罗·沃尔克曾将高企的金价视为政策失败的“敌人”——它意味着通胀失控与美元信心动摇。然而在当下，逻辑已然翻转：更高的黄金价格不再是敌人，而是贝森特与沃什的朋友。它为财政部提供了“黄金货币化”这一准财政工具，既能补充TGA余额，又避免了直接依赖美联储大规模量化宽松可能带来的政治与市场反弹。重估本身是会计与法律权限内的操作，依托现有黄金证书框架，透明且可追溯。
当然，这一方案并非没有约束。官方价格的调整需要程序性协调，市场对“黄金重估”的解读可能引发对美元储备货币地位的讨论；同时，注入的资金规模与使用节奏必须审慎，以免过度刺激或引发通胀预期。但它的优势在于：它将金价上涨从单纯的外部压力，���化为可主动利用的内部资源。在债务存量高企、利息支出攀升的背景下，贝森特难题的核心是“找到非传统却合规的流动性来源”。黄金重估恰恰提供了这样一条路径——金价越高，可动用的空间越大。
因此，黄金上涨不再只是商品市场的行情，而是解决“被森特难题”的现实选项之一。它提醒政策制定者：在货币与财政的边界地带，历史制度安排（如黄金证书账户）仍可能在新环境下释放出意想不到的政策空间。更高的金价，正在成为财政部与美联储协同应对挑战时的盟友，而非昔日的对手。

[Astronomy Vibes @AstronomyVibes]

🚨🌌 COSMIC COLLISION INCOMING!

In roughly 5 billion years, the Milky Way and our neighboring Andromeda Galaxy are expected to collide in one of the most colossal events in cosmic history.

[狮国游民 @SgLittlesmart]

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[Fanyi🦋🌸 @HYF98334204]

蔬菜的正确切法

[Massimo @Rainmaker1973]

The observable Universe is ~4.40×10²³ km, or 28,500 Megaparsecs (Mpc) across.

It expands at ~71.17 ± 0.86 km/s/Mpc.

This is a logarithmic scale conception of the observable universe

[✏️ Pablo Carlos Budassi]

[小特（帮���die系） @ccxxhmbb]

生活小窍门

1. 安装 Telegram
2. 创建一个私人频道或群组。
3. 移除所有人，只剩下你自己。
4. 上传文件、笔记、视频——任何你想保存的东西。
5. 任何时候你丢了手机或更换设备，只需登录并重新下载所有内容。

这基本上就是你自己的无限云存储。