Mo na

[theendeavorpath @theendeavorpath]

“Rule No.1: Never lose money. Rule No.2: Never forget Rule No.1.”

— Warren Buffett

[World of Statistics @stats_feed]

The average 4-year-old laughs 300 times a day.

The average 40-year-old laughs just 4 times a day.

[Trung Phan @TrungTPhan]

boomers are smoking more weed, drinking more booze, having more one-night stands and getting more STDs than Gen-Z

[Documenting Saylor @saylordocs]

WARREN BUFFETT:

"IF YOU CAN'T HANDLE A 50% DROP, DON'T OWN STOCKS."

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Stocks for the long run: US equities' real CAGR is 6.9%... bonds 3.3%, gold (and broad commodities) near 1%

Dollar -1.5% @wisdomtreefunds

[Shay Boloor @StockSavvyShay]

Everyone is focused on record AI capex but the bigger story is that ~$2.3T of cloud backlog is already under contract and waiting to be deployed.

The demand is already there but the constraint is that the data centers, power and chips simply don't exist yet to fulfill it.

Q2 Cloud Backlog:
• $MSFT ~$678B
• $ORCL ~$638B
• $GOOGL ~$514B
• $AMZN ~$496B

[Investment Wisdom @InvestingCanons]

Warren Buffett: “If you find 3 wonderful businesses in your life, you’ll get very rich…”

“If you look at how the fortunes were built in this country, they weren’t built out of a portfolio of 50 companies. They were built by someone who identified a wonderful business.”

[TrendSpider @TrendSpider]

It may take until the end of 2027 to get back above the 200 if history repeats itself 😬 $NFLX

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The market now sees a record 60% chance of a 25 basis point Fed rate hike in September.

In other words, the market now believes Kevin Warsh's first policy move as Fed Chair will be a rate hike.

Talk about a turn of events.

[Fiscal.ai @fiscal_ai]

The 3 "hyperscalers" added $56B in combined ARR this quarter.

Google Cloud added $19B
Amazon Web Services added $18.6B
Microsoft Azure added $18B

$GOOGL $AMZN $MSFT

[Bull Theory @BullTheoryio]

NASDAQ 100 stocks with the highest returns in 2026:

1. SanDisk: +412%
2. Western Digital: +216%
3. Seagate: +211%
4. Micron: +188%
5. Intel: +144%
6. Nebius Group: +127%
7. AMD: +122%
8. Marvell: +121%
9. Arm Holdings: +119%
10. Fortinet: +104%

[Evan @StockMKTNewz]

Oracle $ORCL is now spending almost all of its revenue on CAPEX - Bloomberg

[TrendSpider @TrendSpider]

Seen this story before $CRM

[Bluekurtic Market Insights @Bluekurtic]

If you think July was bad, rest of Q3 might just give you a stroke. When S&P 500 closed negative in both June and July, August was a coin flip.

$SPX in September was brutal, negative in 11 of 13 years. Rest of quarter was down 8 of 13 with a median drawdown of 13%

[Fiscal.ai @fiscal_ai]

FICO just bought back 7% of its total shares in a single quarter.

$FICO

[Fiscal.ai @fiscal_ai]

Robinhood's Prediction Markets Revenue was up 327% YoY in Q2.

"The great thing about prediction markets is there's events all the time. You mentioned football season. That's coming up. There's also the midterms... customers are going to want to trade them and hedge their portfolios."

- CEO, Vlad Tenev

$HOOD

[Fiscal.ai @fiscal_ai]

Andy Jassy on ROIC:

"If the demand isn't there, we won't spend the capital. For servers and networking equipment, on average, it takes a little less than 3 years to break even on that investment."

$AMZN

[Fiscal.ai @fiscal_ai]

Micron now has higher gross margins than Meta.

Is this sustainable?

$MU $META

[dray @drayinvests]

A ton of stocks dipped this week in the market

Here are 5 stocks that had a rough week, giving us buying opportunities 🧵👇:

1/5 $META

[Civixplorer @Civixplorer]

⚪ The world’s top silver producers.