yyy

投資歴6年目の兼業投資家兼浪費家 AFP 信用全力スイング
Crypto1% 米株45％日本株10％ 投信44% Cash0% perfume fashion watch shoes glasses finance．．．香水沼毎朝腰に6プッシュ

[yyy @sublimebalkiss]

@kaiman_muscle リージョナルの大会はステージを楽しんだらいいと思います

[yyy @sublimebalkiss]

Adobe のプラン変更でいつもエラーが出てプラン変更処理が進まなかったけど
今回はチャットボットを突破してチャットサポートまでつながったのでようやくプラン変更完了した

そもそもエラー出るってなんだよ

[yyy @sublimebalkiss]

$0.97で指値入れたけどお風呂の間に置いて行かれた😭

[yyy @sublimebalkiss]

$ORBS
何かニュースでた？

[yyy @sublimebalkiss]

$ORBS
何かニュースでた？

[yyy @sublimebalkiss]

レバFANG+歓喜🤩
$NVDA 様寄り天は勘弁です🫡

[yyy @sublimebalkiss]

$CRCG
15$の指値刺さってた🤩

[yyy @sublimebalkiss]

$CRCG
買い増ししておく🔥

[yyy @sublimebalkiss]

$MSTR
とりあえず500＄お願い

[yyy @sublimebalkiss]

あ自社株買いか
$ORBS

[ORBS Official (NASDAQ: $ORBS) @Iamhuman_ORBS]

2/ Eightco also repurchased about 14 million shares in the past two weeks, under its previously announced $125M repurchase program.

"We continue to believe ORBS' common shares are undervalued to not only intrinsic value, but also the synergistic value of assets held. Our decision to repurchase 14 million shares in the past two weeks reflects the confidence we have in Eightco's strategy, assets and future."

Kevin O'Donnell, Chairman and CEO of Eightco $ORBS

[yyy @sublimebalkiss]

久しぶりにanthropic のポジティブなニュース
$ORBS も上に🎇

[日本経済新聞 電子版（日経電子版） @nikkei]

アンソロピックに2兆ドルIPO観測　「スペースX超え」AI経済圏の試金石
https://t.co/a2JyAX9iku

[yyy @sublimebalkiss]

$BTC 🚀

[yyy @sublimebalkiss]

そんなに下がらないと思う

今からヨコヨコして
８月中に上昇🚀
と予想

[yyy @sublimebalkiss]

バレバが抜けるとブライトンのボランチの強度がガタガタに落ちる
佐野海舟獲得してよ

[Fabrizio Romano @FabrizioRomano]

🚨🔴 Manchester United are set to sign Carlos Baleba from Brighton as new midfielder!

Official bid over €70m plus €6m add-ons sent to Brighton, as per @David_Ornstein.

No club to club agreement yet but #MUFC to send new bid.

Baleba, pushing since August 2025 to join United.

[yyy @sublimebalkiss]

👀

[*Walter Bloomberg @DeItaone]

$SPCX - HARVARD BETS $2.2B ON SPACEX

Harvard Management disclosed a $2.2B stake in SpaceX (SPCX), making it over 50% of its $4.26B disclosed U.S. equity portfolio.

The position includes roughly 12.94M shares, making SpaceX Harvard’s largest reported U.S. holding.

Other major institutional holders include Intesa Sanpaolo (~$966M) and the University of California (~$1B).

SpaceX shares remain above their $135 IPO price, valuing the company near $1.85T.

[yyy @sublimebalkiss]

👀

[Wall St Engine @wallstengine]

Anthropic is targeting late September or early October for its IPO and is meeting potential investors ahead of the listing, per WSJ.

[yyy @sublimebalkiss]

ここだそうです

[TheWisdomRoom.net @God2Evolution]

African Continent.

Anyone entering Ceuta—even legally—has not officially entered the EU yet.
Ceuta is not part of the Schengen Area, and to get from there to mainland Spain, you need a visa or a positive asylum process.

Spain and Morocco have already announced that they will return all persons

[yyy @sublimebalkiss]

@elonmusk Wah….
Whats’ movie?

[yyy @sublimebalkiss]

#グッドニュー
タムジュンさんグッドニュー

筋トレした日は身体が熱くなって寝付きが悪くる気がします
私は寝る時に氷枕で首元を冷やすとめちゃくちゃぐっすり寝れるので次の日の筋トレもバッチリですよ！

あと今週日曜日のJapan Pro楽しみです！

[yyy @sublimebalkiss]

ギリ死んでませんが
引き続き瀕死のままです🤮🤮🤮
よろしくおねがいします

[yyy @sublimebalkiss]

資産が減ると
現金マニング（労働）がはかどります🥹

[yyy @sublimebalkiss]

$INTC
エージェントAI用でCPUの復権

[Wall St Engine @wallstengine]

BofA on $INTC (Buy, $160 PT):

“Intel’s Q2 beat/raise earnings call reconfirms the two pillars of our Buy thesis:

1) External manufacturing (foundry) customer discussions have reached a more tangible stage, leading to capex boost (positive semicaps), and

2) INTC’s core server CPU business is strongly participating in the ongoing agentic cycle, with data center sales surging 59% YoY, INTC’s best growth rate in the past 15 years.

We reiterate Buy and continue to view INTC’s US-based leading-edge capacity and strong backing by the White House as long-term competitive moats.

Risk-wise we must watch for any capital market action to fund the capex, though we note INTC has other levers re non-core asset disposals, plus potential customer prepayments as alternatives.”