u/meifx

USDC Market Cap on July 31, 2026: $71.9 billion

Market cap is up $500 million MTD

Atai Life Sciences acquired Beckley Psytech in June 2025 for BPL-003, a proprietary nasal spray version of DMT for use in Treatment Resistant Depression and Alcohol Use Disorder. BPL-003 had positive Phase 2 results and in the process of thinking about dosing regime and Phase 3 trial design. So still years away from commercialization, but clearly on the path to success with increasing support from the Administration (who, by the way, loves David Ricks).

On March 7, 2026, Atai announced that it was exploring strategic options for partnerships for BPL-003. The shares closed at $3.39 then.

PPI should also come in cooler than expected tomorrow, and August's readings for July 2026 could show a continuation of the disinflationary trend as oil prices have come down significantly since the start of the war. However, as we are seeing now, the continued blockage of the Strait of Hormuz is a growing energy shock and global oil stockpiles are being deployed.

SK Group Chairman says even after capacity growth plans, that customers are saying that level of investment is still not enough. These bullish comments are consistent with what Micron has articulated with the growth of their strategic customer agreements.

Hey everybody! If you are interested in modular construction, come watch us stack Blue Room House One!

Hello everybody! NVIDIA's new segment reporting format both provides transparency and removes some clutter. Together, they have the effect of boosting revenue growth CAGR by 10-20% through 2035.

Data Center: Before, we had Compute + Networking. Now, we have customer level data for (a) Traditional Hyperscale and (b) New A.I. Data Centers, and Industrial, etc. Concerns about customer concentration as well as customer financial health are allayed as this segment can grow at a slower modeled pace and allow Hyperscale to restore their respective internal Free Cash Flow generation and repair ROIC. The New A.I. players are in Inference and Applications, which lead directly to revenues. On the Q&A, Jensen had to s-p-e-l-l it out. This segment is growing faster than Hyperscale.

EPS Estimates. Before and after cover page included.

This is for discussion purposes only, and is not financial advice. That said, I am LONG NVIDIA.

YouTube: Basis Points Podcast, May 9, 2026

Time stamp is 40 minutes and 20 seconds

In the 1970s, OPEC raised prices from $3.01 to $5.12 per barrel in 1973, and then $11.65 in January 1974, and then lifted the Embargo on March 18, 1974. Oil prices gradually rose to $15 per barrel by 1978. Then the Iran-Iraq War significantly reduced oil supplies from each nation, which led to prices spiking in 1979 and 1980.