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It's not over until it's over. This has been the longest time between phases 3 and 4 of the Puell Multiple that we've seen, but the reality is... there has been no phase 4. And the phases overall couldn't look more on track. Bitcoin's not done!

JUST NOW: Meta is hiring Ruoming Pang, one of the leaders at Apple’s AI models team, as per Bloomberg. The pay package is rumored to be $200M. Apple did not try to match the offer as it exceeds the amount paid to any other executive at the company including Apple CEO, Tim

$NVDA just hit a $4T market cap. 🥇 First company to ever do it. More than $GOOG + $META combined.

Anthropic was at $1B in annualized revenue at the beginning of the year and is $4B now in mid-2025. OpenAI is at $10B. This kind of revenue growth has never been seen before by any company in human history.

Insane that Elon Musk has pulled it off again, absolutely crushing the AI wars with Grok 4. Summarizing the core announcements: — Post-training RL spend == pretraining spend — $3/M input told, $15/M output toks, 256k context, price 2x beyond 128k — #1 on Humanity’s Last Exam

Narrative OR Numbers? $GOOGL's revenue, net income and free cash flow are still growing strongly. Recent data indicates a 21.64% year-over-year increase in search volume and Gemini is growing much faster than ChatGPT. Yet, $GOOGL stock remains very undervalued. This is because

GOOGLE’S $GOOGL GEMINI WITH WAY MORE DOWNLOADS IN THE FIRST HALF OF 2025 Q1 & Q2 THAN CHATGPT… GOOGLE’S GEMINI CONTINUES TAKING SHARE IN THE LLM SPACE. 😁

Jefferies analyst thinks $OSCR should trade at 4 times 2027 earnings. Clear bait to scoop up shares at lower prices. Hold onto your $OSCR.

Holy shit this is the biggest $BTC shorts liquidation event in years.

#earnings for the week of July 14, 2025 earningswhispers.com/calendar $NFLX $JPM $ASML $C $TSM $BAC $WFC $BLK $FAST $PEP $STT $GS $SLP $CTAS $BK $UAL $PGR $JNJ $MS $JBHT $ERIC $PNC $ACI $ANGO $AA $TCBI $IBKR $KMI $USB $ABT $HBAN $MMM $RF $TRV $WBS $TFC $SLB $SLG $FBK $EQBK $AXP $FITB

What a crazy week in AI 🤯 - Perplexity Comet - Grok 4 SOTA model - Mistral Devstral Models - Google Veo 3 Image Input - Context first AI Office Suite - Microsoft Research BioEmu - Kimi K2 Open-Source Agentic - Flux Kontext Composer & Presets Here’s EVERYTHING you need to know:

GOOGLE $GOOGL HAS FINALLY ACHIEVED THE $180s/SHARE RANGE… THE GOOGS IS FINALLY CATCHING A BID. 📈

$GOOGL: how the most profitable business on Earth makes money 🫰

OpenAI Sam Altman is pretty fucked right about now > lost half of their top talent over the past two weeks > basically all of their leadership over the past two years > sama told microsoft can’t get access to windsurf’s IP > microsoft paused negotiations with Sam Altman > openai

HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025 1. $MP +189% 2. $OKLO +164% 3. $HOOD +164% 4. $PGY +148% 5. $ASTS +116% 6. $SYM +98% 7. $HIMS +98% 8. $STNE +94% 9. $PLTR +88% 10. $RBLX +83% 11. $TMDX +80% 12. $QS +78% 13. $QBTS +76% 14. $CELH +71% 15. $TEM +68%

GOLDMAN NAMES $NBIS A TOP AI NEOCLOUD PICK WITH $68 PT Says Nebius is best positioned to serve AI startups needing specialized GPU infrastructure, with full-stack tools & pricing power hyperscalers can’t match.

BREAKING: President Trump will announce $70B in AI and energy investments today in Pennsylvania as per Bloomberg. Participants will include BlackRock’s Larry Fink, Palantir’s Alex Karp and Anthropic’s Dario Amodei. $70B 🤯🤯🤯🤯 AI IS NOT STOPPING.

PENTAGON AWARDS AI CONTRACTS WORTH UP TO $200M TO $GOOGL, OPENAI, xAI & ANTHROPIC Whoever gets embedded first becomes the default AI operating layer across departments -- and once that’s in motion, it’s almost impossible to displace.

BIG AI/biotech Breakthrough In a groundbreaking study published in Nature Communications, University of Pennsylvania researchers used a AI system called APEX to scan through 40 million+ venom encrypted peptides -proteins evolved over millions of years for attack and defense. In

FOLKS $NVDA $170 CHINA REVENUE ADDS ANOTHER $20B TO ESTIMATES IF IT COMES BACK THIS YEAR