Key developments that have caused AMD stock to decline recently: 1️⃣ $INTC, SoftBank, and $ARM Collaboration Rumors: $Softbank's $2 billion investment in $INTC, and rumors that this partnership could leverage $INTC's foundry facilities for the production of AI chips using the $ARM architecture, have raised concerns about further intensified competition for $AMD. This is seen as a risk to market share. 2️⃣ Order Cut and Analyst Note: Hong Kong GF Securities analyst Jeff Pu's claim that $AMD reduced its MI355X chip orders from $7 billion to $6 billion has weakened the company's growth prospects in the AI chip segment. This news has shaken investor confidence and put pressure on the stock. ​3️⃣ New Licensing Requirements for Sales to China: The US government's requirement that NVDA and AMD apply for licenses for every new-generation chip sale to China could restrict companies' flexibility and revenue streams in the Chinese market. This development makes sales processes more complex. Furthermore, according to some agreements, companies are required to pay 15% of revenue from sales to China to the US government. ​4️⃣ Possible US Government Partnership in $INTC: The US's announcement of its intention to become a partner in $INTC is perceived as a potential risk that could alter the competitive landscape. This could mean supporting $INTC with special taxes imposed on companies like NVDA and AMD, which could increase AMD's costs and negatively impact its competitiveness. #AMD #Stock #Investment #TechNews #Market #INTC #NVDA #SoftBank #ARM #ChipSector

Google Fined in Australia for Competition! 🇦🇺 Google has agreed to pay a $A55 million ($35.8 million) fine in Australia for making agreements that harmed competition. According to the regulator, Google stifled competition by paying two of the largest telecom companies, Telstra and Optus, to pre-install its search app on Android phones. #Google #Technology #Competition #Australia #Penalty #Market

🚀 US President Trump signed an executive order to maintain leadership in the commercial space industry and ease regulations! 🇺🇸 This order aims to increase the US's competitiveness in the space race. 🛰️ ​📋 The executive order's key objectives: ​Reduce Red Tape: Faster issuance of commercial launch licenses and permits. Promote Innovation: Establish a clear framework for new activities like in-space manufacturing. New Spaceports: Facilitate the construction of new spaceports. These steps aim to increase the number of commercial space launches by 2030. The future is in space! ✨ ​Source: White House Executive Order on "Enabling Competition in the Commercial Space Industry" $Rklb $ASTS #CommercialSpace #SpaceIndustry #NASA #Trump #SpaceRace #Technology #Innovation

$CRCL | Circle Internet Q2’25 Summary • Revenue: $658M 🟢 (Est. $644.7M) | +53% YoY • EPS: -$0.18 🔴 (Est. $0.34) → non-cash expenses, largely driven by the IPO; Net Loss -$482M (including $591M IPO-related charges) USDC & Operations • USDC in circulation: $61.3B (+90% YoY) — Aug 10: $65.2B • Avg USDC: $61.0B (+86% YoY) • Market share: 28% (+595 bps YoY) • USDC on platform: $6.0B (+924% YoY) • Meaningful wallets: 5.7M (+68% YoY) Profitability • Adj. EBITDA: $126M (+52% YoY), margin 50% (+463 bps) 🟢 • RLDC: $251M (+38% YoY); margin 38% (-408 bps) → to watch Guidance • USDC growth: ~40% CAGR (multi-year) • FY25 Other Rev: $75–85M | FY25 RLDC margin: 36–38% • FY25 Adj. Opex: $475–490M Strategy / Corporate • $1.2B IPO completed; $583M net cash • Circle Payments Network (May): 100+ institution pipeline • Arc: L1 for stablecoin finance (public testnet fall) • Partnerships: Binance, Corpay, FIS, Fiserv, OKX • GENIUS Act enacted → Federal stablecoin framework in the US CEO – Jeremy Allaire: IPO marks critical turning point for Circle and stablecoin adoption; cross-industry interest accelerates. My comment: Strong outlook: USDC volume & market share accelerating; core profitability (Adj. EBITDA, 50% margin) healthy. Red dot: EPS/Net loss largely a non-cash accounting impact from the IPO; not a sign of operational weakness. 3 key points in focus: (1) Is USDC circulation growth sustainable? (2) Is the RLDC margin reversing from 38%? (3) Actual adoption/integration speed in Payments Network & Arc. Thesis: Regulation clarified with the GENIUS Act + institutional partnerships → Increases revenue visibility in 2H25. Risks: Crypto volume cycle, Tether competition, maintaining OPEX discipline. Not investment advice!!! #CRCL #USDC #Stablecoin #Crypto #Fintech #Earnings #Web3 #Payments #Blockchain

✅ What are the rules? 🔹 Top 3 designs will win 1,000 ADA each. 🔹 Competition runs from July 29th to August 11th. 🔹 Winners will be announced thereafter. 🔹 Designs from winning entries may be adopted and used to inspire the design of the Cardano Card. For complete information, please check the X account thecardanocard ✅ #thecardanocard #cardanocard #changemakersnft #competition

Novo Nordisk's Q2 earnings report fell short of expectations, but sales of its weight-loss drug Wegovy were impressive! 🟢 However, due to competition and slowing GLP-1 growth, the company lowered its full-year guidance and is considering a CEO change. 📉 #NovoNordisk #NVO #StockMarket #Finance #Wegovy #Ozempic #EarningsReport

🧠GM BIWWIONAIRES🧠 @WalkersCNFT walklists are up for grabs for the Geolocations Mint in the $SHARL discord! Head there and check out the $SHARL question competition and get your hands on one before they run (or walk) out 😂 Can I get a GM back?