Illiquid
Following Nikkei's many articls, WSJ is now profiling Nittobo too. Resonac and Ajinomoto also get shout-outs.

https://t.co/yOvn0QvJQB
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God of Prompt
RT @rryssf_: MIT researchers just mass-published evidence that the next paradigm after reasoning models isn't bigger context windows ☠️

Recursive Language Models (RLMs) let the model write code to examine, decompose, and recursively call itself over its own input.

the results are genuinely wild. here's the full breakdown:
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Lumida Wealth Management
1/ Daily News Round-Up:

- Markets rebound after AI-driven tech selloff
- Chinese factory in Ohio tests onshoring limits
- AI accelerates in healthcare across diagnostics & ops
- China signals banks to cut US Treasury exposure
- Big Tech to spend ~$670B on AI in 2026
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Moon Dev
🚨 Openclaw for Tradingview https://t.co/5xSdqi0ng5
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Moon Dev
🚨 Openclaw for Tradingview https://t.co/CZKhckNpCo
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Bourbon Capital
RT @BourbonCap: Stocks to Buy and Hold for the Next Decade

1. $AMZN - Amazon

Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.

AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.

Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.

Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.

The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.

Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.

Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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Benjamin Hernandez😎
Good morning.

The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.

Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM
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Startup Archive
Elon Musk: “Failure is irrelevant unless it’s catastrophic”

Elon is asked why he’s so tolerant of the failure that often stems from taking big risks, to which he responds:

“I think of these things as: There’s a certain amount of time, and within that time, you want the best net outcome. For the set of actions you can do, there will be some which will fail and some which will succeed. And you want the net useful output of your actions to be the highest.”

He uses baseball as an analogy:

“You can’t just sit there and wait for the perfect pitch . . . So what you’re really looking for is: What’s the batting average? There’s going to be some amount of failure. You just want your net useful output to be maximized. Failure is essentially irrelevant unless it’s catastrophic.”
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God of Prompt
RT @godofprompt: Remotion-style motion videos used to require coding, CLI setup, and hours of debugging.

Now you just type a prompt.

@TopviewAIhq just launched Vibe Editing in beta and it's exactly what it sounds like:

> Describe the video you want
> Upload your assets (or don't)
> The AI agent builds the whole thing in your browser

No local installation. No environment setup. No timeline editing.

Product launches, explainer videos, promo clips... all from a text prompt.

This is what "vibe coding" looks like for video.

Now launched on beta.

Try it!
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Benjamin Hernandez😎
$UOKA was a textbook win yesterday. Group got in before the crowd and locked +89.92%. We’ve now pivoted to $NBY, $LIMN, $TIVC & $IINN. Full alert breakdown is inside.

Join here👉 https://t.co/71FIJIdBXe

Send “Hi” and I’ll send you the setup right now
$GME $HOOD $SOFI $PLTR $TSM

Good morning.

The pre-market session is active with $GLW, $TTWO, and $ORCL showing strength. We are also monitoring $SQ and $SHOP for breakouts.

Make sure you are not over-trading the morning volatility. Stick to your proven strategy. ✅ https://t.co/gxnsQrzUuM - Benjamin Hernandez😎
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The Transcript
RT @TheTranscript_: $INTC CEO on the key constraint:

"I think, for a lot of my customer is memory. Memory, actually, there's no relief as far as I know, when I talk to only 3 key players, 2 of them I talked to very frequently. And then they told me that Lip-Bu, there's no relief until 2028"
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Dimitry Nakhla | Babylon Capital®
Chris Hohn on why Aerospace sits firmly in his investable universe:

“Aerospace is a sector we’ve come to understand where the barriers to entry are multiple… hard assets, contracts, network effects… intellectual property, contracts, installed base, regulatory switching costs.”
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𝐓𝐡𝐞 𝐥𝐞𝐬𝐬𝐨𝐧:

𝙏𝙝𝙚 𝙢𝙤𝙨𝙩 𝙙𝙪𝙧𝙖𝙗𝙡𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙙𝙤𝙣’𝙩 𝙧𝙚𝙡𝙮 𝙤𝙣 𝙤𝙣𝙚 𝙢𝙤𝙖𝙩 — 𝙩𝙝𝙚𝙮 𝙨𝙩𝙖𝙘𝙠 𝙢𝙪𝙡𝙩𝙞𝙥𝙡𝙚 𝙗𝙖𝙧𝙧𝙞𝙚𝙧𝙨 𝙩𝙤 𝙚𝙣𝙩𝙧𝙮. 𝙀𝙖𝙘𝙝 𝙡𝙖𝙮𝙚𝙧 𝙢𝙖𝙠𝙚𝙨 𝙙𝙞𝙨𝙧𝙪𝙥𝙩𝙞𝙤𝙣 𝙝𝙖𝙧𝙙𝙚𝙧; 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧, 𝙩𝙝𝙚𝙮 𝙘𝙧𝙚𝙖𝙩𝙚 𝙣𝙚𝙖𝙧-𝙞𝙢𝙢𝙪𝙣𝙞𝙩𝙮.
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Why multiple barriers matter:

𝐇𝐚𝐫𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 → capital intensity discourages new entrants

𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐬 → long-dated agreements with OEMs & airlines

𝐍𝐞𝐭𝐰𝐨𝐫𝐤 𝐞𝐟𝐟𝐞𝐜𝐭𝐬 → scale advantages in service, parts, and support

𝐈𝐧𝐭𝐞𝐥𝐥𝐞𝐜𝐭𝐮𝐚𝐥 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐲 → decades of engineering know-how that can’t be replicated quickly

𝐈𝐧𝐬𝐭𝐚𝐥𝐥𝐞𝐝 𝐛𝐚𝐬𝐞 → once equipment is flying, customers can’t easily switch

𝐑𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧 & 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 → enormous time, cost, and risk to gain approval

𝐒𝐰𝐢𝐭𝐜𝐡𝐢𝐧𝐠 𝐜𝐨𝐬𝐭𝐬 → safety, reliability, and downtime risks deter change

𝐄𝐚𝐜𝐡 𝐥𝐚𝐲𝐞𝐫 𝐦𝐚𝐤𝐞𝐬 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐡𝐚𝐫𝐝𝐞𝐫.
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5 High-Quality Aerospace businesses worth adding to your watchlist:

1. $GE GE Aerospace
3-Year CAGR: +58%

2. $HWM Howmet Aerospace
3-Year CAGR: +76%

3. $TDG TransDigm Group
3-Year CAGR: +20%

4. $HEI Heico
3-Year CAGR: +23%

5. $RTX RTX Corporation
3-Year CAGR: +27%

When investors talk about “disruption risk,” sectors with layered moats like aerospace are often underestimated. Patience — and respect for barriers — tends to be rewarded.
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Video: Norges Bank Investment Mangement | Investment Conference 2025 (07/23/2025)
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