ANNOUNCING: Dildo dailies. You can now bet on which day(s) dildos will hit the WNBA court.

Costco $COST just reported July Net Sales of $20.89 Billion up 8.5% YoY

BREAKING: President Trump says he has narrowed down his list for the next Fed Chair to the final 3 candidates. Trump says there are "2 Kevins" who are "very good."

JUST IN: 🇺🇸 President Trump to sign executive order allowing cryptocurrencies in 401(k) retirement plans today.

Since late Dec 2022: $SPY +75% $XLV Sick Care +0%

🚨 HOLY CRAP! Stephen Miller reveals Democrats got 20 to 30 HOUSE SEATS from counting illegals in the Census. "20 to 30 of House Democrat seats wouldn't exist but for illegal aliens!" But President Trump's starting a new Census NOW, with no illegals. "Let's not forget:

Meanwhile, earnings season has been on fire with 82% of the 330 companies reporting (so far) beating estimates by an average of 806 bps. The expected growth rate has jumped more than 6 percentage points since earnings season started. That is well ahead of the norm. Below we can

Christopher Waller has emerged as a top candidate to lead the Federal Reserve.

*TRUMP SIGNED ORDER EASING PATH FOR PRIVATE ASSETS IN 401(K)S

$TTD | The Trade Desk Q2’25 Earnings Highlights 🔹 Revenue: $694M (Est. $684M) 🟢; UP +19% YoY 🔹 Adj. EPS: $0.41 (Est. $0.42) 🔴; UP +5% YoY 🔸 Appointed Alex Kayyal as CFO Guidance – Q3’25 🔹 Revenue: At least $717M (Est. $718M) 🟡 🔹 Adj. EBITDA: ~$277M Other Q2 Metrics: 🔹

$MNST | Monster Beverage Q2’25 Earnings Highlights 🔹 Revenue: $2.11B; UP +11.1% YoY (record quarter) 🔹 Adj. EPS: $0.52 (non-GAAP); UP +23% YoY 🔹 Adj. Net Income: $516.5M; UP +16.7% YoY 🔹 Gross Margin: 55.7% (+ 210bps YoY); driven by pricing & supply chain Segment Revenue

🚨 WOW! President Trump and economist Stephen Moore just revealed the Biden Bureau of Labor Statistics overcounted the number of jobs added under Biden by 1.5 MILLION TOTALLY rigged. Thank GOD he fired the commissioner!

TSMC posted July revenue of ~ $10.8B, up 25.8% YoY and 22.5% MoM, its best month since April’s record. $TSM YTD sales are ~ $60.9B, up 37.6% YoY, tracking toward ~30% full-year growth.

Here's my Dashboard for Fortinet $FTNT

It’s not everyday you see Fortinet $FTNT trade for a 29x forward multiple & 4% FCF Yield 💵

Three key takeaways: 1. For the nine consecutive quarters, $META has outpaced $GOOGL in terms of incremental share. If Meta’s guide is any indication, that will almost certainly continue in the next quarter as well. 2. It is incredible that Meta and $AMZN grew faster last

so far, it's a one horse race

THE PALANTIR MAFIA 🔮 Palantir alumni founders have raised $34B total, at an average of $800M per company, and created 15 unicorns Over 6% created companies worth over $1B

APPLE $AAPL JUST LOGGED ITS BEST WEEK SINCE JULY 2020, UP 13%.

Trump is considering downgrading Marijuana’s drug classification, per WSJ