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I think my “fire Tim Cook” videos will hit different now.

Oracle Conference Call: We got an order that said we’ll take any available capacity you have. That’s never happened before. We’ve never seen something like this. $ORCL Larry Ellison

ABOUT DAMN TIME! Nike $NKE

$HIMS is just a marketing company $NVO created a miracle drug $SOFI is a boring bank w/no dividend $UBER is dead money $LYFT too $AAPL will make a big acquisition soon $AVGO over $AMD $V and $MA will be fine $TSLA $500+ by December

Spent 24 hrs in San Francisco I saw: Crews power washing sidewalks Very little homeless No crime Families Tons of well dressed young professionals Packed hotels Pride flags Trump flags Too many Waymo’s to count One Zoox The city is so fucking back

What’s Broadcom’s SAM now? $AVGO

Thanks Colin! Colin Tedards Very interesting stuff, as ever… OpenAI vs The WORLD | Robotaxi LAUNCH \ Nvidia NEW HIGH! | FAANG STOCK R... youtu.be/2x5kIRnQrYI?si… via YouTube

Cloudflare launches a marketplace that lets websites charge AI bots for scraping | TechCrunch techcrunch.com/2025/07/01/clo…

Figma spends $300k/day on AWS. Meanwhile accounts on this app question the capex spend going into AI. Fucking morons.

Nike is up 36% Nvidia is up 61%

Fintwit: Trust me on this $UBER play Also Fintwit: Owns a smelly car with check engine light on since the Obama administration

I know a guy who recommended Boeing 3 times to subscribers since December 😎

Nvidia H20 BACK! | Google & Tesla Earnings NEXT WEEK! NFLX Falls | FAAN... youtu.be/DZ-G5FVShOs?si… via YouTube

Google raised 2025 Capex spend ConfIrms: 2026 will be HIGHER HOLY SHIT YES !!!!!!!!!!!!! $GOOG $GOOGL $NVDA $AVGO $META $MSFT $AMZN

A big week! Look out for Colin Tedards excellent post-results analysis of the M7 stocks as they report.. Google's SHOCKING 2026 Announcement! | TESLA Earnings | META/MSFT/AAPL/A... youtu.be/J2h3MWxfKnI?si… via YouTube

Posting a $UPS Q2 earnings video to paid subscribers, but if it was a public YouTube video it would have the CEOs head with arrows pointing to him saying FIRE HIM. This shit is a disaster.