Chinese internet roasting the new BMW X5 for looking like a pig

Wow! This is a much watch of Alex Karp. His comments on LLMs and frontier models resonates As does “there are three tech centers I the world: The USA, china and Israel. Watch till the end

$BB is an overlooked stock, but its fundamentals have been improving 💪

$AMD Secures Optical Communications Capacity to Rival Nvidia AI Infrastructure!!! 🔥🔥🔥 AMD will more than QUADRUPLE their expected allocation of advanced packaging wafers to 530,000 😱😱😱 Even surpassing $AVGO Broadcom’s 484,000 advanced packaging wafer allocations!!! 😉 $NVDA currently lead with 1,222,000 wafers, but AMD is catching up FAST!!! 💪💪💪 “For its next generation accelerators and high speed interconnect systems, AMD has ramped up its orders for advanced packaging substantially. Early supply chain forecasts for the coming manufacturing cycle show a dramatic shift in the packaging allocation. While Nvidia continues to be the largest customer with an expected allocation of 1,222,000 wafers (up 57%), AMD is catching up fast with an expected allocation of 530,000 (up an incredible 308%). AMD now surpasses Broadcom, with an expected allocation of 484,000 wafers.”

Elon Musk turns 55 today. Here are 55 milestones. Age 54: world's first trillionaire Age 54: takes SpaceX public Age 54: SpaceX acquires xAI Age 54: releases Grok 4 Age 53: launches Robotaxi service Age 53: xAI acquires X Age 53: catches Starship booster Age 53: unveils Cybercab Age 53: first private spacewalk Age 53: Colossus supercomputer Age 52: first Neuralink implant Age 52: launches Grok Age 52: rebrands Twitter as X Age 52: founds xAI  Age 51: launches first Starship Age 51: buys Twitter Age 50: flies first all-civilian crew Age 50: unveils Optimus robot Age 49: wins NASA moon contract Age 48: launches crew to orbit Age 48: ships Tesla Model Y Age 48: unveils Cybertruck Age 48: launches Tesla Megapack Age 47: first Starlink satellites Age 46: launches Falcon Heavy  Age 46: unveils Tesla Semi  Age 45: starts Boring Company  Age 45: opens first Gigafactory  Age 45: founds Neuralink  Age 45: unveils Solar Roof  Age 45: reflies Falcon 9  Age 44: reveals Tesla Model 3  Age 44: lands a rocket booster Age 44: co-founds OpenAI  Age 44: ships Tesla Model X  Age 43: unveils Powerwall  Age 43: launches Tesla Autopilot  Age 41: opens first Superchargers  Age 40: ships Tesla Model S  Age 40: Dragon reaches ISS  Age 39: Dragon reaches orbit  Age 39: takes Tesla public (IPO)  Age 38: Falcon 9 first flight  Age 37: Falcon 1 reaches orbit  Age 36: ships first Tesla Roadster  Age 35: co-founds SolarCity  Age 32: co-founds Tesla  Age 31: sells PayPal to eBay  Age 30: founds SpaceX  Age 30: takes PayPal public  Age 27: founds X dot com Age 27: sells Zip2 to Compaq  Age 24: co-founds Zip2  Age 19: sells PCs in dorm Age 12: codes video game Blastar

“Their entire physical AI safety stack is standardizing on QNX. That’s not in any analyst model. Full $BB thesis”. No paywall, no subscription required free knowledge open.substack.com/pub/brian5… #BB #QNX #NVIDIA #PhysicalAI #blackberry #AIRobotics #SDV #investing #smallcap

Lee Kuan Yew: “Air conditioning was a most important invention for us, perhaps one of the signal inventions of history. It changed the nature of civilization by making development possible in the tropics. Without air conditioning you can work only in the cool early-morning hours or at dusk. The first thing I did upon becoming prime minister was to install air conditioners in buildings where the civil service worked. This was key to public efficiency."

JUST IN: Apple $AAPL raises iPads and Macs prices due to memory chip costs: • iPad Air: $599 → $749 • MacBook Neo: $599 → $699 • iPad Pro WiFi: $999 → $1,199 • MacBook Air: $1,099 → $1,299 • MacBook Pro: $1,699 → $1,999

📊 BlackBerry $BB Q1 FY2027 Earnings ✅ Revenue Beat (implied) Sales: $152.9M YoY: ↑ 26% ✅ Earnings Beat Adj. EPS: $0.04 YoY: ↑ 100% (from $0.02) ✅ Strong Profitability Adj. EBITDA: $36.3M YoY: ↑ 144% GAAP Op. Income: $15.3M First positive operating cash flow in 9 years. QNX and Secure Comms hitting Rule of 40. $BB turning the corner with momentum.

MICRON $MU Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $41.46B (Est. $35.5B) 🟢 🔹 Adj. EPS: $25.11 (Est. $20.4) 🟢 🔹 Adj. Gross Margin: 84.9% (Est. 81.8%) 🟢 Q4 Guide: 🔹 Revenue: $50.0B ± $1.0B (Est. $43.4B) 🟢 🔹 Adj. EPS: $31.00 ± $1.00 (Est. $24.3) 🟢 🔹 Gross Margin: 86% (Est. 83%) 🟢 🔹 OpEx: Approximately $1.65B Q3 Segment Revenue: 🔹 Cloud Memory: $13.76B (Est. $10.69B) 🟢 🔹 Core Data Center: $11.52B (Est. $6.8B) 🟢 🔹 Mobile & Client: $11.52B 🔹 Automotive & Embedded: $4.63B (Est. $3.51B) 🟢 Other Metrics: 🔹 HBM4: In high-volume shipments for lead customer platform 🔹 HBM4E: Volume production expected in calendar 2027 🔹 G9-based PCIe Gen6 high-performance SSD: In high-volume production 🔹 High-capacity 245TB QLC SSD: Shipments commenced Financials: 🔹 Adj. Gross Margin: $35.199B 🔹 Adj. Operating Income: $33.681B 🔹 Adj. OpEx: $1.518B 🔹 Investments in CapEx, net: $7.1B 🔹 Cash, marketable investments, and restricted cash: $30.2B 🔹 Operating Cash Flow: $25.39B 🔹 Adjusted FCF: $18.3B Capital Return: 🔹 Dividend: $0.15/share payable July 21, 2026 to shareholders of record as of July 6, 2026 Commentary: 🔸 “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era.” 🔸 “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand.” 🔸 “We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.” 🔸 Expects tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments

$NOK Another clear signal that Nokia is moving away from their old identity into AI-native network operations, automation, cloud-based telco software and autonomous networks.