VL

[卓野Joey @LMDC5288]

https://t.co/jTQsMTYAtM

[Scott Bennett @starnes11]

Hear me out...

The market handed me another chance to clean up my software watchlist.

$CRWD — Buy on weakness

$PANW — Must buy near $300

$SNOW — Must buy near $246

$MSFT — Must buy near $352

$AMZN — Must buy near $214

$AVGO — Must buy near $352

$LRCX — Must buy near $282

$NVDA — Buy below $192

The best entry usually feels uncomfortable because the headlines still look terrible.

Keep the list. Revisit it after earnings.

[drew anderson @DrewAlpha888]

I believe this could be one of the fastest ways to build $1 million in 2026.
$SPCX → $108 Must buy
$TSLA → $298 Must buy
$RKLB → $59 Must buy
$ASTS → $52 Must buy
$LUNR → $11.80 Must buy
$HWM → $276 Must buy
$NVDA → $197 Must buy
$AMD → $498 Must buy
Elon Musk has always focused on technologies that look early before they look obvious.

[美股OK哥 @artinmemes]

目前看，今年是纳指历史最差7月

近15年，14次正收益，1次亏也是-1.68%

还剩5个交易日，还有扭转机会

[Shay Boloor @StockSavvyShay]

MAG 7 ESTIMATED REVENUE OVER THE NEXT 3 YEARS

• $AMZN ~$2.8T
• $GOOGL ~$1.8T
• $AAPL ~$1.6T
• $NVDA ~$1.6T
• $MSFT ~$1.2T
• $META ~$920B
• $TSLA ~$365B

[Annie 所长 @web3annie]

今日AI美股信息差：

1. $9500亿大单！ $SKHY 三星将向 $NVDA $AVGO 提供 HBM 长期供应，相当于韩国全年 GDP 一半了

2. $TSLA 又创新低 $306， $SPCX 创新低 $110，段永平已卖出 SpaceX Put 期权，行权价$115，准备接货

3. 下周财报大的要来了！周二 $STX 周三 $MSFT $META $QCOM $ARM 海力士，周四 $AAPL $AMZN 三星

4. $AMD 也发自己的大模型！Instella-MoE，证明自家GPU有实力，代码开源，不跟 OpenAI、Anthropic、DeepSeek 抢闭源，对抗英伟达 CUDA 生态

5. 黄仁勋X号一天涨粉60万！首条帖子是与Meta、微软、IBM、Hugging Face、Mistral、a16z、YC 的联名信，公开站台开源 AI 模型，马斯克转帖支持！

[Burak Finance @burak_finance]

WALL STREET’S MOST BULLISH PRICE TARGETS FOR POPULAR STOCKS

Space
• $RKLB $150 (+135%)
• $ASTS $115 (+105%)
• $PL $53 (+159%)
• $LUNR $75 (+474%)
Quantum
• $IONQ $100 (+204%)
• $RGTI $40 (+183%)
• $QBTS $45 (+176%)
• $QUBT $30 (+304%)
Drones
• $AVAV $326 (+71%)
• $KTOS $150 (+219%)
• $MRCY $120 (+21%)
• $ONDS $25 (+213%)
Nuclear
• $OKLO $150 (+273%)
• $UUUU $32 (+167%)
• $SMR $25 (+213%)
• $LEU $390 (+138%)
Photonics
• $AAOI $220 (+96%)
• $LITE $1,300 (+70%)
• $COHR $465 (+65%)
• $AEHR $125 (+56%)
CPU
• $AMD $1,250 (+136%)
• $INTC $200 (+50%)
• $ARM $500 (+74%)
• $AMKR $90 (+35%)
Physical AI
• $TSLA $600 (+92%)
• $AMZN $350 (+25%)
• $SYM $83 (+107%)
AI Utilities
• $IREN $105 (+183%)
• $NBIS $410 (+118%)
• $HUT $263 (+139%)
• $CORZ $55 (+129%)
AI Power
• $EOSE $15 (+100%)
• $BE $400 (+50%)
• $NVTS $30 (+80%)
• $VRT $420 (+40%)
AI Connectivity
• $AVGO $600 (+40%)
• $ALAB $450 (+30%)
• $CRDO $350 (+50%)
• $MRVL $380 (+50%)
AI Hardware
• $NVDA $500 (+141%)
• $TSM $600 (+35%)
• $ASML $2,200 (+25%)
• $MU $1,600 (+70%)
AI Applications
• $PLTR $230 (+87%)
• $NOW $150 (+30%)
• $CRWD $700 (+85%)
• $SNOW $280 (+45%)

[grandson @Grandsoncr7]

🗣️ Marc Cucurella:

“I’d never seen this side of Lionel Messi until this World Cup. We always spoke highly of him as someone who was respectful and humble, but this tournament completely changed my opinion of him.

When he reported me to the referee because I slightly touched my mouth, I was shocked. I never expected a player like him to do that.

Throughout the World Cup, I saw him telling referees to book players who tackled him. People call him humble, but I don’t see it that way. Watching everything that happened over the last two World Cups made me question the legacy he’s built.

Cristiano Ronaldo has always been honest about who he is, confident, outspoken, and never pretending to be someone else. I’d choose Ronaldo over Messi any day because I’ve played against both and know what they’re really like.”

[硅谷居士 @SVScholar]

下周重要财报日历

- SK 海力士：7/28
- Visa：7/28
- 科磊 (KLA)：7/28
- 希捷 (Seagate)：7/28
- 微软：7/29
- Meta：7/29
- 泛林集团 (Lam Research)：7/29
- 苹果：7/30
- 亚马逊：7/30
- Mastercard：7/30
- 埃克森美孚：7/31

以上日期按照美国东部时间。

[أهم المعلومات @alsltan_as5987]

💥 "طبيب روسي يكشف سرًا يُنهي انتفاخ وسواد العينين في دقائق!"

[Jeremy Lefebvre @HolySmokas]

14 popular Down HUGE from All time High
1. $AMZN -17%
2. $GOOGL -22%
3. $META -25%
4. $MSFT -31%
5. $TSLA -37%
6. $HOOD -40%
7. $SPCX -49%
8. $HOOD -49%
9. $SOFI -50%
10. $ETH -62%
11. $ELF -65%
12. $CELH -73%
13. Trump Coin -97.9%
14. Melania Coin -99.4%
Would you buy anything from this list and if yes what

[Shay Boloor @StockSavvyShay]

KEY LEVELS TO WATCH FOR POPULAR STOCKS

• Bullish: $NVDA, $AMD, $CIFR
• Hold: $MU, $AVGO, $NBIS, $AEHR, $AAOI
• Bearish: $TSLA, $PLTR, $HOOD, $ONDS, $OKLO, $RKLB, $ASTS, $IONQ, $HIMS, $OPEN, $SOFI, $IREN

[WiseInvest @WiseInvest513]

鬼故事喽 这是真鬼故事……

我们的老朋友迈克尔·伯里最新战绩在7.1 日开了 $TSLA 的看空，然后特斯拉从 7.1 的 400 多跌到了 310+现在 😅😅😅

就在几个小时之前，他披露了他的最新持仓

•在 $933.86 增持了 Micron $MU 空头
• 在 $210.28 增持了 Nvidia $NVDA 空头
• 在 $893.49 增持了 Caterpillar $CAT 空头
• 在 $535.83 增持了 Semiconductor ETF $SOXX 空头
• 在 $100.72 增持了 Flutter $FLUT 多头
• 在 $23.07 增持了 DraftKings $DKNG 多头
• 在 $197.02 增持了 Molina $MOH 多头

保持了他的 Tesla、Palantir 和 QQQ 空头持仓不变

这样说的话，他还是看空美光和英伟达，😂😂😂

我说实话，我也短期看空美光，我觉得还会再下来。

但是 210 的英伟达我觉得不算非常贵（虽然对比 190 要贵了那么一丢丢，但是 190 时候，已经跌破前瞻 20 PE……）

总之就是后续还是以空为主……

大家记得不要再开多单了

[Shay Boloor @StockSavvyShay]

GROWTH STOCKS HAVE BEEN CRUSHED FROM RECENT HIGHS

• $EOSE -82%
• $OKLO -77%
• $NVTS -66%
• $ORCL -65%
• $CRWV -61%
• $IONQ -60%
• $PL -60%
• $HIMS -59%
• $ASTS -58%
• $TE -58%
• $RKLB -57%
• $AAOI -55%
• $IREN -52%
• $ONDS -44%
• $SPCX -43%
• $PLTR -41%

[Shay Boloor @StockSavvyShay]

ThE mArKeT iS iN sUcH a BuBbLe

Yet these are the 2027 earnings multiples for some of the world’s biggest companies:

• $AMZN ~23x
• $GOOGL ~22x
• $NOW ~22x
• $MSFT ~20x
• $AVGO ~20x
• $DELL ~20x
• $TSM ~19x
• $NVDA ~16x
• $META ~16x
• $ORCL ~11x
• $SNDK ~7x
• $MU ~6x
• $SKHY ~4x

[Shay Boloor @StockSavvyShay]

THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN

Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power.

Here are the companies positioned to capture each transition:

Memory Storage (content-per-rack story)
• $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access.

Advanced Packaging (bottleneck that gates everything)
• Foundry / packaging: $TSM, $AMKR, $INTC
• Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML
• Test / validation: $TER, $AEHR
• Substrates / materials: $TTMI

Optical Communication (CPO transition)
• Optical modules: $COHR, $LITE, $AAOI
• CPO / switching chips: $AVGO, $NVDA, $MRVL
• High-speed connectivity: $CRDO, $ALAB
• Fiber / networking: $GLW, $NOK, $CSCO, $ANET
• Silicon photonics / packaging: $TSM, $GFS, $TSEM

800VDC Power Supply (architecture shift)
• Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF
• Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP
• Motherboard / connector / power module: $FLEX, $APH, $TEL
• Infrastructure / power delivery: $VRT, $ETN, $GEV

Compute System (integrators)
• $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

[宇峒 @xYsfknBXPT6M0jo]

🚨🚨 安妮特·博斯沃思博士的患者连续100天只吃了沙丁鱼。
这是一项受控实验。抽取了前后血液样本进行分析：维生素D、砷、硒、汞等。一切都受到监控。
结果令人印象深刻。
• 她减掉了更多体重。
• 她的皮肤看起来年轻了20岁。
• 她的维生素D水平从30飙升到108，而且一口补充剂都没吃。
• 她的身体终于能够吸收它了，因为她的胰岛素水平降得足够低，从而释放出储存在脂肪中的营养素。
但最强大的益处并不仅仅是身体上的。
在多年来通过进食来麻痹情感痛苦之后，她终于直面了这一点，并修复了她与食物的关系。
大家都担心沙丁鱼中的砷中毒和汞毒性。但她证明了恰恰相反：
• 没有毒性
• 没有砷峰值
• 没有汞问题
• 没有硒水平升高
她写信给博斯沃思博士：“我不认为我曾经拥有过生命中最美好的一天。但第一次，我感觉自己有自由去找到它。”

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Happy Mammoth 🦣 @HappyMammothUS]

2.4M women agree it works

I used to think I needed a 40-day detox, a silent retreat, or an entire new identity just to feel like myself again...

Then I found Hormone Harmony

[庾一梅 @yuyimei2]

男子用透明碗演示“三仙归洞”，没想到手法细节这么多，网友：第一次看明白怎么回事……