u/GetDeepSignal

Trump hosted a crypto/tech roundtable at the White House. Coinbase, Ripple, Nasdaq execs were there. Mid-meeting he dropped this: CFTC chair Mike Selig is "working to bring Hyperliquid into the United States in a fully compliant and legal fashion."
Markets didn't wait around.

NASDAQ:PURR (Hyperliquid Strategies Inc) +23.3% to $8.88. Now it’s over 10$.
Volume hit 26.76M shares, roughly 3x the daily average
Intraday swing was wild: $6.89 low to $9.19 high, a 33% range
HYPE itself only +6% to ~$69

Why did the stock outrun the token by ~17 points?
Because PURR is basically a HYPE treasury. The company holds ~20M HYPE tokens plus $103M in cash, no debt. CEO calls it "the leading public vehicle for capital-efficient HYPE exposure." So a US compliance path for Hyperliquid = more onshore volume and fees, and the stock is the regulated way to bet on it.

What's next: CFTC's first-ever Innovation Advisory Committee meeting is TODAY (Aug 20), and Selig said he'll lay out the regulatory path. CLARITY Act procedural vote lands Sept 15. I’ve been adding CRCL, PURR, SOL during this downturn will stop around Sep15th, get in before the train leaves!

Moderna $MRNA just posted a Phase 3 win for a personalized mRNA cancer vaccine.
The treatment combines Moderna’s intismeran autogene with Merck’s Keytruda and was tested in high-risk melanoma patients.

The big part:
• Hit the primary endpoint: longer recurrence-free survival
• Hit a key secondary endpoint: longer distant metastasis-free survival
• First positive Phase 3 result for an individualized neoantigen therapy
• First positive Phase 3 result for an mRNA-based cancer therapy

I’ve been watching this closely since 30’s, I knew it’s undervalued and this validates it. This is bigggg..

$MRNA was up more than 50% premarket. $MRK was up ~7%. (Reuters⁠)

Unitree Robotics, one of China’s biggest humanoid/robotics names, just debuted in Shanghai.
IPO price: 150.8 yuan
Day 1 high: 1,100 yuan
Gain: +629% 🤯
Raised: $904M
That’s not a normal IPO pop.

Unitree plans to put a big chunk of the IPO proceeds toward embodied AI development.
Humanoid robots + AI is clearly becoming a serious investment theme.And if this kind of demand continues, I’m wondering if Unitree’s IPO becomes a catalyst for the next wave of AI trade, which is physical AI.

Anddd.. I’m continually staking OUST, IND(they supply to Unitree), TER, AMBA to play this theme!

What’s your top physical AI pick?

$11.5 BILLION in Q2 revenue.
That’s up from $787M in Q2 2025.
That’s roughly 14.6x YoY. Come on, that’s a massive jump

And it gets crazier:
• Q1 revenue: ~$4.73B
• Q2 revenue: >$11.5B
• Positive adjusted operating income
• Potential mega-IPO now getting closer

I’ve been watching the AI trade for a while, but this is starting to look less like “AI hype” and more like an actual revenue explosion.

Man, get ready for next higher leg. AI is on fire

I came across this take from Matthew Sigel today, and honestly, a lot of it lines up with what I’ve been watching in $HIVE.

The interesting part to me is the combination of:
• Growing BTC hash rate while others are shrinking
• Expanding GPU cloud / HPC exposure
• Potential tailwinds from the strength in $NBIS and $CRWV
• A valuation that still looks relatively cheap if the AI infrastructure story keeps developing

The big question tomorrow is whether the numbers actually start validating that thesis.
I’ve been building my position over the past few weeks, so I’m definitely paying attention to this one.

Let’s see what they deliver. 👀

Alright, I’ve been watching Nebius pretty closely, and this Q2 report is hard to ignore.

Revenue: $582.3M
vs. ~$557M Bloomberg consensus
Adjusted EBITDA: $236.2M
vs. ~$158M expected

But the number that really got my attention:
AI Cloud ARR hit $3 BILLION.
That’s up from $1.9B at the end of Q1.
And Nebius just raised its year-end 2026 capacity target to 5 GW, from >4 GW previously.

A few other things stood out:
• Four AI cloud deals worth >$1B each signed during the quarter
• FY26 guidance reiterated
• Adjusted EBITDA is already meaningfully positive

I’ve been watching indie for a while, and Q2 was actually pretty interesting. I absolutely loved listening.
Revenue hit $64M, +24% YoY, beating the $62.5M estimate.

More importantly, the company seems to be stacking up design wins across several areas:
77GHz radar: New Tier 1 win supporting Volvo
Physical AI: Wins with Unitree and Agibot
Computer vision: New iND880 wins with OEMs in China
Quantum: Record bookings, including new customer-funded programs
And the hidden photonic components growth showing up.

The loss also improved materially, from $14.5M to $8.9M.

Then there’s the guide.
Q3 revenue is expected at $67M-$73M, which puts the midpoint around 30% YoY growth.

What I find interesting is that indie isn’t really a pure automotive story anymore. Radar + computer vision + physical AI + quantum gives them several potential growth vectors.Obviously, design wins aren’t revenue yet. That’s the part I’d be watching.

But the pipeline is starting to look a lot more interesting than the headline $64M revenue number suggests.

Anyone else following $INDI? Curious how people are thinking about the physical AI angle here.

AMD Q2 2026: Revenue came in at $11.5B against a $11.3B estimate. EPS hit $1.66 vs the $1.62 expected. Data center alone made up over 58% of total revenue, and Q3 guidance of $12.7-13.3B blew past what analysts were modeling. EPS growth was 246% year-over-year. And the stock still dropped ~9% after hours.

SpaceX (SPCX) Q2 2026: First earnings report ever as a public company, barely 2 months removed from the biggest IPO in history. Revenue landed at $7.8B vs the $6.8B consensus. Adjusted EBITDA came in at $3.5B, nearly double the $2B estimate. Loss per share was just 9 cents against an expected 26-cent loss. A genuinely clean beat on every metric and the stock still slipped, with traders now fixated on the August 6 lockup expiry that could unleash nearly 20% of total shares onto the market.

Alright stock pickers, The FOMC wrapped up its July meeting and held the federal funds rate steady at 3.50%–3.75%, marking the fifth consecutive meeting without a change. This was Kevin Warsh's second meeting as Fed Chair and a far more divided one than his first in June, which passed unanimously. I feel we will be in short downturn for few months before another bullish leg up.

Key details:
Vote was 9-3, not unanimous. Beth Hammack, Neel Kashkari, and Lorie Logan dissented all three wanted a 25bps hike instead of holding.

The statement said the economy is "expanding at a solid pace" despite uncertainty tied to Middle East tensions, and inflation remains above the 2% target.
The June dot plot already showed the committee shifting hawkish year-end 2026 rate projections moved up to a 3.6%-4.1% range (from 3.25%-3.75% previously).

2026 inflation (PCE) forecasts were revised up from 2.7% to 3.6%, while unemployment expectations ticked down slightly.

Markets are now pricing in two possible 25bps hikes in 2026, not cuts a notable shift in narrative from earlier this year.

This isn't a "steady as she goes" hold. Three dissents pushing for a hike, plus a more hawkish dot plot, suggests the committee is genuinely split and leaning toward tightening if inflation doesn't cool. Worth watching how rate-sensitive sectors (tech, growth stocks, real estate) react over the next few sessions.

There's a growing theory floating around that Amazon (AMZN) could announce a major GPU capacity deal with Nebius Group (NBIS) on July 30, during Amazon Q2 earnings. I strongly feel it could happen, and this would pop the stock into 300’s easily!

Why this isn't totally random speculation:

Nebius already has proven it can handle hyperscaler-scale deals, it signed a deal worth up to $19B with Microsoft and another worth up to $27B with Meta.
AWS has a track record of leaning on neoclouds when it needs extra capacity fast back in November it signed a 15-year, $5.5B lease with Cipher Mining for 300MW of compute in Texas.

Amazon just raised $25B via a new bond deal, which signals AWS can't fund its entire AI infra buildout from free cash flow alone meaning more capacity partnerships are likely on the way.

Nebius' ecosystem could plug into AWS services like Bedrock, and its close relationship with Nvidia (including priority access to next-gen chips) makes it an attractive partner.

If something like this does get announced, it would validate Nebius as a legit multi-hyperscaler player (not just a Microsoft/Meta story) and could be a strong catalyst for the stock.

Disclaimer: This is a prediction from a Motley Fool analyst, not a confirmed deal, nothing has been officially announced yet. Keep an eye on July 30 earnings.

There we go, Apple is officially back as the world’s most valuable public company, overtaking Nvidia with a $4.9T market cap vs. Nvidia’s $4.8T.

For the past year, Nvidia was unstoppable as the face of the AI boom. But investors are starting to question whether AI infrastructure spending can keep growing at the same pace.
Meanwhile, Apple has quietly kept climbing, helped by strong iPhone demand and its massive consumer ecosystem.

Feels like the market is shifting from “AI at any price” back toward companies with more predictable cash flows.

Do you think this is just a temporary reshuffle, or are we entering the next phase of the AI trade where software and consumer tech start catching up? I honestly feel it’s just a temporary rotation amid midterm elections!

A lot of people wrote this stock off after the IPO, but I started digging into why it’s ripping and it’s more than just a random bounce.

What’s driving it?
• Short interest was sitting at 42.4% of the float. That’s insanely high. Once the stock stopped fading, shorts got trapped and the squeeze started.
• Citizens Financial Group also disclosed buying 162K shares, which definitely didn’t help the bears.

The business is still growing fast:
• Revenue: $333M (+46% YoY)
• Free cash flow: $89M
• Cash: $1.64B
• Net dollar retention: 139%
• Paid users: 690K (+53%)

AI isn't killing them
Everyone panic-sold thinking AI design tools would replace Figma. Turns out 75% of their enterprise customers are buying extra AI credits. BofA, Citi, Goldman all came out saying AI helps Figma more than it hurts. Citi has a $36 target, Wells Fargo at $36, BofA and Goldman at $30. Average target is $32.67 which is basically the IPO price.

Can it get back to $33 IPO price?
Needs ~40-50% from here. With 46% revenue growth it's not crazy to think so. But August lock-up expiration is coming and insiders are already selling. CEO dumped $4.4M during their own conference lol.
Growth story is legit, but that lock-up wall is going to be rough. High risk high reward situation.