To The Moon

$久久王(01927)$  

Poolside "The leader in the US Open Weight Model" but then made a pat: it still lags behind the front of the open weights led by China Chicken Drumstick Durian

Huang spent $6 billion to obtain authorization for the AI model of the startup Poolside, an AI startup that most purchasing executives couldn't spell yesterda$英偉達(NVDA)$  

Crazy Numbers at AI Pipeline Q2 AI server order volume: $60.9 billion, a record high. End of period AI server backlog orders: $95 billion, record high. Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$

Tesla (TSLA) is set to host its Cybercab event in Austin, Texas, on Thursday, the company has said in a post on X.

The 30-year fixed mortgage rate jumped six basis points to 6.87% on Monday, the highest since June last year, and has risen over 30 basis points in the past two months. This directly compresses the consumer's purchasing power and refinancing space.

O’Neill is the former Nike President of Consumer, Product & Brand, with more than 25 years at Nike. Her start date is deliberately after Q2 results, so the Q2 call will still be handled by interim co-CEOs Meghan Frank and André Maestrini. $lululemon athletica(LULU)$  

If the Fed raises rates in September, this will be the first time since 2022, two months before elections that it has tightened policy

A stronger dollar is collateral damage. The ECB is also hawking, but the Bank of England is sitting still and the Bank of Japan is still on the loose edge – the relative strength of the dollar will neutralise emerging markets and commodities

The market is telling you: the short term risk of raising interest rates on reprice but not buying on the long term – investors believe that Wash will eventually bring inflation down and are reluctant to push up term premiums. This yield curve flattening signal is one of the most alarming macro cracks in the second half of 2026.