Evan
Dan Ives is now the chairman of Eightco $OCTO a Worldcoin crypto treasury company

Tom Lee’s $BMNR invested $20M in OCTO’ $270M PIPE https://t.co/kYPGDBXsqm

🚨BREAKING NEWS:

Tom Lee’s BitMine $BMNR is making a $20M investment into $OCTO to launch the world’s first Worldcoin $WLD treasury strategy

Dan Ives @DivesTech has been named chairman of the board https://t.co/51mFeuOH77 - Tom Lee Tracker
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Evan
The total combined value of all homes in the United States 🇺🇸 is now worth a record $55.1 trillion, up $20 trillion since 2020 - Zillow

(The chart shows the 7 states with the largest shifts in total market value ... over the last year) https://t.co/3nOHB5eCWM
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Quiver Quantitative
UPDATE: We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.

It caught our eye, because it was a small company that no one in Congress had traded for years.

The stock has now risen 167% since her purchase.

Look at this graph: https://t.co/lXDENeHS8I
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Evan
SPACEX AGREES TO BUY WIRELESS AIRWAVES IN $17 BILLION DEAL

Elon Musk owned SpaceX said today it will buy wireless spectrum licenses from EchoStar $SATS for its Starlink satellite network for ~$17B, a major deal crucial to expanding Starlink's nascent 5G connectivity business - Reuters
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Gainify
CAPEX WATCH: $ORCL

From $0.8B in 2021 → $9B in Q2’25

That’s more than a 10x surge in 4 years as Oracle doubles down on cloud + AI infrastructure.

Earnings next: can this massive push help $ORCL catch up to $AMZN $MSFT $GOOGL in cloud? https://t.co/4eorKfaUEn
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Evan
WE ARE WORKING ON A REALLY BIG OPPORTUNITY ... And we need help

Here are the details I can share now

- What we need: A producer for a new in-person show
- Where: We need someone who can be in person (At a really cool location) in New York City 👀
- When: The show will be filmed Monday morning from 9-10AM ET starting later this month

If you or someone you know fits … please get in contact
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Evan
Nvidia $NVDA CEO Jensen Huang will be one of the US corporate chiefs expected to go to the United Kingdom 🇬🇧 next week with 🇺🇸 President Trump for his state visit - Sky News https://t.co/cMamAoQt2E
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Investing visuals
$ASML stock is basically flat YTD. Meanwhile:

🔹 No AI without $ASML machines
🔹 2030 revenue target of $44B–$60B
🔹 Arguably the widest moat out there

A strong Q3–Q4 could be the breakout catalyst, especially if geopolitical tensions ease.

One month to Q3! https://t.co/l9l7holrUF
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Yellowbrick Investing
$ASC.L

I have initiated a position in ASOS $ASC.L. I think it's primed for a $DDS/ $NELLY type turnaround. 65% of MC in cash, inventory decline, sign. improvement in AEBITDA and GM driven by new commercial model, activist on the board and radical leadership and biz restructuring ongoing - H C🅰️p
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Evan
Klarna is telling investors it expects to price its IPO at the top end or above the marketing range of between $35-$37 per share - Bloomberg https://t.co/Yn38ftBsSk
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