Fallible Being @FallibleUs

The SOX semis index gained 88% in Q2, 20 percentage points more than any of the best quarters of the Dot Com boom.

$MU Micron CFO: "We expect FQ4 revenue to be a record $50.0 billion, plus or minus $1.0 billion; gross margin to be approximately 86.0%"

Interstellar poster by krzysztof domaradzki

I like the stock. $WEN

Hedgeye @Hedgeye

2 weeks ago

BREAKING: Wendy’s, $WEN, halted after surging over +28.7%, gaining $360,000,000 in market cap. This is what happens when a stock goes viral on r/WallStreetBets.

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Six ways to measure King Dollar and it’s stable on all of them for my Dollar bears The single most useful exhibit in this section is the reserve currency tracker: six independent gauges of how much the world actually uses the dollar. Across the board, the dollar's grip is firm and steady. It sits on one side of roughly 88–89% of all foreign-exchange transactions, holds about 57% of global FX reserves, and accounts for roughly half of cross-border loans, international debt securities, and rising, not falling, SWIFT payments, now above 50%. Export invoicing has been rock-steady near 42%. There is no line on this table that is quietly collapsing. The dollar's dominance isn't a single data point that bulls cherry-pick; it's the consistent answer, no matter how you measure it.

Timeless Seth Klarman. What the world needs now Is a Margin of Safety

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Amazing first paragraph about leveraged stock trading frenzy in Taiwan bloomberg.com/news/articles/…

Semiconductor Stocks are now the most overbought in history on the monthly chart, surpassing even the peak of the Dot Com Bubble 🚨🚨🚨

It’s official. Toy Story 5 had the biggest domestic opening weekend gross of any movie so far in 2026, with a media reported $160 million. It’s the 7th different movie in the past three months to have a domestic opening gross above $75 million, which Toy Story 5 far exceeded. As for AMC, in the U.S., we posted the highest attendance, highest ticket revenues and highest food & beverage revenues of any weekend so far in 2026.   In all, 4.8 million guests visited our theatres globally Thursday to Sunday.  We congratulate our friends at Disney and Pixar, as well as all the film makers behind Toy Story 5, for their delivering a theatrical event that clearly connected with audiences. Toy Story 5 scored a dazzling 94% from critics and 95% from moviegoers on Rotten Tomatoes. And given our close dealings with Taylor Swift over the past several years, we also want to highlight and salute Taylor’s #1 chart-topping smash hit song, ‘I Knew It, I Knew You,’ which she wrote and performed for TOY STORY 5. Movie after movie is doing so very well in theatres. With so many major releases coming to theatres across the entire summer, and especially so in July (led by Minions & Monsters, Moana, The Odyssey and Spider-Man: Brand New Day), we have every confidence to expect that our momentum will continue.

McDonald's $MCD has fallen just below its 200-week moving average 🚨 This has historically been a great time to buy 👀

Thomas Peterffy is the 23rd richest person in the world, a chief architect of modern finance, and has one of the most remarkable stories in business. Yet he remains virtually unknown. Born in a Budapest basement during a Soviet bombing raid in September 1944, his father left when he was 2, his mother couldn't hold a job, and for the first 20 years of his life, Peterffy lived in fear of starvation as an ‘enemy of the communist state.’ At 21, he escaped to New York. Within a year, he was drafted to fight in Vietnam. A sympathetic NYU dean saved him from the war. A chance encounter with programming opened the door to everything else. Over the next three decades, he transformed Wall Street's chaotic trading floors into computerized markets that worked on math. He invented options pricing theory before the Black-Scholes model, a handheld computer before the iPad, and the first automated trading system in Wall Street history. His firm, Timber Hill, became the largest options market maker on Earth. In 1993, he launched Interactive Brokers to give ordinary investors the same technological advantages he had built for himself. That business is now worth over $100 billion, and Peterffy owns 70% of it. It operates with higher profit margins than Visa while offering some of the lowest trading costs in the industry. The man who grew up where markets were forbidden devoted the rest of his life to building systems so everyone could participate in capitalism. At 80, he's still working on that mission every day. Thomas Peterffy is one of the most important people in finance, and you can learn about him in @domcooke's latest profile.

🚀 @SpaceX 's lock-up schedule is unlike anything investors have seen before. Free float starts at just 4.9%, rises gradually through the year, then jumps from ~51% to ~97% on Day 366 when Elon Musk's 46.1% stake becomes eligible for sale. A potential +46% increase in one day. The chart highlights how $SPCX 's share supply may evolve during its first year as a public company.

$AMC Has the MOASS started?

“I’m the boss.” 🤣 — @POTUS arrives for a working session at the G7 summit in France

To understand what is about to happen to $SPCX you must study history

Supermicro is raising up to $7B through common stock, mandatory convertible preferred shares, and an ATM program to fund components for ~$39B of AI server orders received in recent weeks. $SMCI: -8% AH

"US large cap Tech recently outperformed the S&P 500 by +6 standard deviations over the prior 50 days. No other rally since 2015 comes anywhere close." @DataTrekMB

We recently submitted a confidential S-1. We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best. This announcement is being made pursuant to Rule 135 under the Securities Act of 1933, as amended, and does not constitute an offer to sell or the solicitation of an offer to buy any securities. Any offers, solicitations of offers to buy, or any sales of securities will be made in accordance with the registration requirements of the Securities Act.