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| 01 يوليو | +2 |
منشورات القناة
Tesla has released a new video of them tearing down the Model S and Model X production lines at Fremont ahead of the installation of the Optimus lines.
When fully ramped, this space will be able to produce 1 million Optimus robots per year.
| 2 | Tesla Expected to Bring Back Model Y Performance in China, Filing Shows.
Tesla has filed what appears to be the Model Y Performance with China’s Ministry of Industry and Information Technology, | 154 |
| 3 | A lot of people criticized $META for spending around $15B to build its superintelligence team.
But the moment Meta showed it is starting to ship on the model front with Muse Spark 1.1, the stock added ~$230B of market cap in less than 48 hours. | 152 |
| 4 |  Elon Musk will be on CNBC in the next hour to talk about Tesla $TSLA and SpaceX $SPCX | 151 |
| 5 | SK Hynix ADR LIVE: SKHY Nasdaq Debuts with a 14% gain | 147 |
| 6 | Someone just bought $2.5 MILLION worth of Bitcoin ETF $IBIT calls with a 70 strike???
It is trading at 36 right now
This strike is roughly equivalent to a 123K Bitcoin price
(CheddarFlow) | 150 |
| 7 | PRESIDENT TRUMP ON ST | 160 |
| 8 | BREAKING: Trump: Have agreed to Iran talks, but united states has stated to them, in no uncertain terms, that cease fire is over. | 168 |
| 9 | Trump: Agreed to Keep Negotiations With Iran Going
Trump: Iran has requested US to proceed with talks | 168 |
| 10 | $CRCL UP 12% received final OCC approval to launch Circle National Trust as a federally regulated trust bank. The bank will custody digital assets for Circle and its affiliates and could later manage USDC reserves and serve select institutions. | 179 |
| 11 | Talks aim to address implementation of the US-Iran memorandum of understanding and issues that triggered the recent US-Iran escalation, including disputes over navigation in the Strait of Hormuz - Source with Knowledge of Situation. | 182 |
| 12 | BREAKING: Qatari negotiators are in Iran to meet iranian officials in an effort to de-escalate tensions and create conditions for broader negotiations to continue; talks conducted in coordination with the US - Source with knowledge | 180 |
| 13 | Tesla is expanding its vehicle rental program to Maryland, Kansas, Washington and Pennsylvania, according to job postings.
• Unlimited miles
• Free Supercharging
• FSD included
• Typically 3-7 day rentals
Prices:
• Model 3/Y: $60/day
• Cybertruck: $75/day
TBD on when it might launch, but it will be available at select showrooms. Prices could vary by state, so check directly with participating showrooms. | 183 |
| 14 |  FED CHAIR KEVIN WARSH IS LAUNCHING A SWEEPING REVIEW OF HOW THE FED RUNS MONETARY POLICY
Five task forces will re-examine everything from how the Fed communicates to how it reads inflation, each co-led by outside advisers.
The outside names are not the usual Fed crowd:
- Communications: Mervyn King (former Bank of England governor), Arminio Fraga (former Brazil central bank chief)
- Balance Sheet: Raghuram Rajan (former RBI governor), Jeremy Stein (former Fed governor)
- Data: Doug McMillon (former Walmart CEO), Raj Chetty
- Productivity and Jobs: Marc Andreessen (a16z), Asha Sharma (Microsoft)
- Inflation: Thomas Sargent (Nobel laureate), Greg Mankiw (former CEA chair)
One task force is dedicated entirely to AI: assessing how it and other new technologies reshape the economy, to inform Fed policy.
Warsh's framing: the U.S. 🇺🇸 economy has changed significantly over the last generation, and in his words, "never more so than right now." | 194 |
| 15 | Cathie Wood and Ark Invest bought 34,080 shares of Meta Platforms $META today | 169 |
| 16 |  Mark Zuckerberg being trolled after his first tweet since his launch of Threads on X | 179 |
| 17 | SpaceX has introduced a new website for Starmind, the company's AI satellite constellation.
Back in January of this year, @SpaceX filed a request with the FCC to launch and operate a constellation of 1 million AI satellites.
The website provides info about their AI1 satellite, thermals, solar, etc.
Website: spacex.com/spacexai/starm… | 192 |
| 18 | "Starlink can now provide reliable 10Gpbs symmetric send/receive connectivity anywhere in the world"
$SPCX
-Elon Musk on X | 187 |
| 19 | ANDURIL JUST DOUBLED ITS VALUATION TO $61 BILLION BUT ITS CEO SAYS NOW IS A BAD TIME TO IPO
"A bad time to do that is in the middle of a hype cycle. So we're not in a rush to go out," Anduril CEO Brian Schimpf said at the Allen & Co. Sun Valley Conference. He defines a successful IPO as investors still being up three years later, not just a strong debut. | 193 |
| 20 | BofA added Meta Platforms $META to the firm's "US 1 List," a collection of the best investment ideas among Buy-rated, U.S.-listed stocks covered by the firm's equity research analysts. | 210 |
