Situational Awareness increased its exposure to semiconductor firms Micron and Sandisk in the second quarter, while the hedge fund cut options positions against Nvidia, Broadcom and Advanced Micro Devices https://t.co/NLihqFNXtg ...

RT None (@None)Today's @OrderBookShow with timestamps.Michael Burry Is Getting Squeezed — And He Just Doubled Down00:00 Intro7:20 Stream Starts9:35 BTC Chart25:30 ETH Chart30:00 Solana Chart30:50 HYPE Chart33:45 S&P500 Chart41:10 IBM, Bloom Energy, NVIDIA, MU, SNDK,46:00 Life's too short to be unhappy49:00 Tron Chart51:30 NEAR Chart54:00 FET Chart56:30 LIT Chart58:05 Chainlink Chart59:45 CD Project Red Chart1:01:20 XRP Chart1:04:00 Quitting Job to go full time crypto trading1:10:30 ONDO Chart1:12:00 Pumpfun ...

Financial Performance and Market Trends - OpenAI is on track to generate annualized revenue exceeding $40 billion, doubling its run rate from the end of 2025[1] - OpenAI's consumer business surpassed 1 billion active weekly users, driven partly by its coding assistant Codex[1] - AMD raised $4.75 million in its largest-ever dollar bond sale with 875 new dollars in bonds due next month[2] - Applied Materials delivered a better-than-expected forecast, though shares fell 4.6% as investors focused on future expectations[2][3] - DeepSeek is sharply raising prices for its flagship models, with peak hour rates more than quadrupling starting August 16 to focus on profitability[3] - Nintendo's global sales for its hit Nintendo Switch game topped 5 million units since its launch in March[4] Industry Challenges and Strategic Risks - Compute costs remain a massive expense, with OpenAI citing getting enough compute as its biggest obstacle[1] - Citigroup and Bank of America strategists noted the chips index is in "bubble land" after rising two standard deviations, highlighting a duration mismatch between AI infrastructure realities and investor expectations[1][2] - Broadcom shares dropped 5.3% following reports of a VMware security vulnerability actively exploited across several countries[2] - A new bill backed by Zohran Mamdani threatens Amazon's delivery model in New York City, where 2.5 million packages are delivered daily, requiring direct employment of delivery workers[1][5][6] - Alex Cooper's beverage business, launched in partnership with Nestlé, is shutting down production in the fall amid high competition in the beverage market, even as its parent company Unwell raised money at a $5 billion valuation[24][26]