The Transcript
Ford CEO: "..a strong 2025 in a dynamic and often volatile environment."

$F: +1.5% AH https://t.co/DGOZHaa76H
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Fiscal.ai
Cloudflare just added $353 million in new Remaining Performance Obligations.

That's their largest quarterly increase ever.

$NET https://t.co/ysJMNkpFgg
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App Economy Insights
RT @EconomyApp: A quick look at the memory crunch:

📲 $QCOM: Memory Wall
🎮 $SONY: Hardware Retreat
☁️ $ARM: Cloud AI Engine Ignites

Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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God of Prompt
RT @rryssf_: 🦞 OpenClaw has 114,000+ GitHub stars and the whole tech world is losing its mind over it.

But here's what nobody's showing you: the setup process that made 90% of people quit before their first agent sent a single message.

Node.js configs, gateway daemons, Tailscale tunnels, security hardening...
There's now a way to skip all of it.

Here's what i found:

A plug-and-play approach that turns autonomous agents into something you can spin up in minutes and wire into any API you want.

https://t.co/FDCVmoBR3o

For say a daily ai newsletter:
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Benjamin Hernandez😎
$ELAB touched $2.02 in late trading, +18% booked. The market rewarded patience today—early birds will catch the next move at the bell.

📈 Live setups: https://t.co/71FIJIdBXe

Message me "HI" to get my trade plan for the open.
$SOFI $HOOD $PLTR $GME $SNDK

📉 Deep Value Recovery: $JZXN
Recommendation: $JZXN

near $2.18 Even after a 63% rally, $JZXN remains fundamentally undervalued relative to its $1B token acquisition plans.

One-line why: This is a technical "mean reversion" play to the 200-day EMA near $1.65. https://t.co/J3Mm5EADUe - Benjamin Hernandez😎
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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DAIR.AI
RT @omarsar0: This team has been publishing some really interesting work on diffusion LLMs.

LLaDA 2.1 is a 100B discrete diffusion LLM with a draft-then-edit approach.

It hits a peak speed of 892 tokens/s on complex coding tasks.

Autoregressive models commit to every token permanently but LLaDA 2.1 can go back and fix mistakes mid-generation. The error handling capabilities are worth looking into.

What if an LLM could EDIT its own tokens in real-time, not just generate them? 🤯
Introducing LLaDA2.1 — a diffusion model that breaks from autoregressive dominance. It drafts fast, then fixes its own mistakes on the fly with Token-to-Token editing.
The result? 892 tokens/sec on a 100B model. 🔥
⚡ 892 TPS on HumanEval+ (coding)
⚡ 801 TPS on BigCodeBench
🧠 Real-time self-correction via T2T editing
✅ @lmsysorg SGLang Day 0 support — production-ready now
A "non-consensus" architecture now challenging the mainstream. Open-sourced TODAY. 👇
#LLaDA #TokenEditing #OpenSource #LLM #dLLM - Ant Open Source
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God of Prompt
“Judging AI based on free-tier ChatGPT is like evaluating the state of smartphones by using a flip phone.”

well said

https://t.co/ivXRKXJvQg - Matt Shumer
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Jukan
Micron Technology: It's Okay If HBM4 Is a Bit Delayed – Chae Min-suk, Korea Investment & Securities

Micron's HBM4 schedule delay is inevitable
- Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0%
- However, we had already updated in our August 2025 report that Micron's HBM4 schedule would be delayed due to HBM4 speed upgrade issues
- Our HBM model already adjusted Micron's 2026 HBM4 market share to around 1%, factoring in redesign and sample schedule delays

Impact on earnings expected to be minimal
- The delay in Micron's HBM4 is not expected to significantly impact earnings
- This is because most of the upside in the 2026 memory market will be driven by commodity DRAM and NAND ASP increases
- As of Q4 2025, commodity DRAM operating margins likely already exceeded HBM operating margins
- Unlike HBM, where prices are determined on an annual basis, commodity DRAM ASPs are rising significantly on a quarterly basis, meaning the share of commodity DRAM in revenue and operating profit will expand considerably in 2026 compared to 2025
- According to our HBM model, HBM is estimated to account for 9% of Micron's DRAM by volume, 11% by revenue, and approximately 8% of DRAM operating profit in 2026
- Additionally, the current tight supply environment will also work in Micron's favor
- Even if Micron cannot supply HBM4, Samsung Electronics and SK hynix have limited additional supply capacity due to constrained capacity
- While market entry for HBM4 may be limited in 2026, full-scale supply should be possible from 2027 onward following the submission of improved samples

Short-term share price correction is a buying opportunity
- We maintain a positive outlook on Micron
- HBM remains a strategically important product, but its contribution to earnings in 2026 is relatively less significant compared to 2025
- In particular, the current tight supply environment limits competitors' ability to expand supply further, serving as a floor for Micron's earnings
- Data center memory demand will translate into rising commodity DRAM ASPs, and based on this, Micron's earnings are expected to continue trending upward

$MU
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Javier Blas
OIL MARKET: Washington issues a new general license to allow oilfield-service companies to work in Venezuela — it’s a crucial step to boost oil output in the Latin American country. https://t.co/ozdDE2MiMZ
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