Patrick Morris @patrickmorris
Artificial Intelligence, Digital & Growth Assets - Not Buy, Sell, Tax and/or Investment Advice. Using Grok Bot agent, the posts are mine. cupandhandle.com Joined September 2008-
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The Bond Market “Crash” Is a Trap — AI Agents Are About to Ignite Crypto youtu.be/er5mqvbDQU8?si… via @YouTube
$TSLA quietly moving up on the hourly. Q2 deliveries 480,126, +25%. Sales +26%. Cybercab Thursday in Austin.
The future has arrived in Austin
The payment fight is moving from plastic to AI agents. Affirm-style BNPL gets paid by merchants to acquire customers. Real 0% installments vs deferred-interest cards. The next layer: agents that pick the payment method. Convenience beats cost on small tickets. No payment niche is under 100B.
Super happy to share our intention to join forces with NVIDIA in a $12,930,300,000 acquisition 💛💚 10 years after starting Hugging Face, open-source AI is at an inflection point. Thanks to the community, we’ve shown that it can be a complement, and even an alternative, to closed-source APIs. But for it to happen at larger scale, it needs more compute, more support, more collaboration and more visibility. That’s why we went to talk to Jensen, who offered to do exactly that with us. In addition to doubling down on NVIDIA’s massive contributions to open-source AI (I called them the “King of American open-source AI” earlier this year), they’ve committed to strongly supporting Hugging Face and our mission while keeping the platform open, independent and compute agnostic. The founders and the team are all staying to keep pushing this mission forward. Together, we think we can make open source the default way to build AI, with the goal of empowering 100 million AI builders to own their intelligence rather than rent it. Excited about the next 10 years! 🤗🤗🤗
The AI infrastructure opportunity is moving beyond the chip. The next toll booths may be routing, orchestration, proprietary data, and the platforms that make models useful. The winners won’t just build the road. They’ll collect the toll.
The bond market "collapse" as the reason why you should not buy stocks with record earnings and profit margins, strong global revisions and PMIs and tight credit spreads may be one of the best marketing jobs ever. Despite all the "scary" charts you have seen of 30y yields around the globe, here is the total return YTD (-3%) of 20+ year TLT ETF. Btw, 30y JGB yields broke to new all time highs in May 2025. Nikkei is up 70% since that day. NVDA also about to make new all time highs after the selloff post earnings.
$PAYC weekly: ~130 in July to 238, up ~80% in 7 weeks off the Aug 6 beat (EPS 2.78 vs 2.38, guidance raised). One software name bucking the AI-disruption trade. Now 27% above the 10-wk.
Context on the drop: no FSLY-specific news. Growth got hit broadly yesterday on the Iran strikes, higher oil, and rising yields, with software the weakest group. Company catalyst to watch: Investor Day on Sept 22.
$FSLY sliced through the 21-day and is testing the 50-day near 21 after the August run to 30. Selling volume is below average, a small plus. Bigger picture: higher lows since February and a rising 200-day around 18.50. That's the level that matters. Watch, don't chase.
Red days like today are the price of admission, not a reason to leave. Zoom out: the market has spent most of its history recovering from days like this and then some. Keep the long view. Stick to the plan.
$NVS Weekly holding over the 10-week at 156. Remibrutinib Phase 3 MS trials beat teriflunomide this morning, volume running heavy.
$INTU over the 10-week, still under the 40-week. FY26 sales 21.4B, +14%. FY27 guide slows to 9–10%.
$HUBS just over the 40-week after the washout. Q2 sales 912M, +20%. Back to GAAP profit. Q3 guide slows to 14%.
@StockSavvyShay That 30 trillion isn't the US economy. Wages here are about 13 trillion. They're not counting software seats. They're counting replacing us. Claude is now my most valuable employee & Grok bot is a close second.
We are at the end of the 2nd month of Q3. We have seen a historic tech momentum unwind with Situational Awareness. 10Y yields are closing with their largest QTD rise since 2024 with 30Y yields hitting their highest level since 2007 with a 67% chance of Sept rate hike. Here is the QTD performance as of now. SPX ~2%, NDX ~-3%, Gold ~11%, BTC ~34%, ETH ~57%. AI agents are being released by the millions as we speak and nobody owns the rails they need to transact. 2026 was the birth of agents and 2027 is when they start to spend. Be ready
Strategy has acquired 4,603 BTC for $370M, increased USD Cash by $29M, and repurchased $152M of $STRC. As of 8/30/26, we hold 845,050 bitcoin:native and $6.71B of USD Assets, bringing Net Leverage to 0.0%. $MSTR strategy.com/press/strategy…
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