$ALLW 📈 Ray Dalio's Bridgewater Associates Makes a Strong Entry into Technology! The renowned investment fund Bridgewater Associates announced significant changes to its portfolio in its Q2 2025 13F report, filed with the SEC on August 13, 2025. The 13F portfolio managed by the Ray Dalio-led fund rose significantly from approximately $21.55 billion to $24.79 billion compared to the previous quarter. The most significant strategic move this quarter was the complete exit from Chinese stocks. Positions in major Chinese technology companies such as Alibaba, Baidu, and PDD, valued at approximately $1.1 billion, were closed. This decision, despite Dalio's past interest in China, reflects the shift in the global macroeconomic landscape. Bridgewater directed the vacated positions to US technology and artificial intelligence leaders. In particular, it significantly increased its holdings in companies such as Nvidia ($NVDA), Alphabet ($GOOGL), Microsoft ($MSFT), Meta Platforms ($META), and Salesforce ($CRM). These moves underscore the fund's reliance on innovation-focused growth stocks and its emphasis on the artificial intelligence sector. The portfolio has also partially reduced positions in some major technology companies, such as Amazon, AMD ($AMD), PayPal ($PYPL), and Apple ($AAPL). The fund maintains its diversified investment strategy, maintaining broad market exposure through exchange-traded funds such as the SPDR S&P 500 ETF Trust ($SPY) and the iShares Core S&P 500 ETF ($IVV). Bridgewater's dynamic rebalancing strategy reiterates its commitment to a diversified approach to global markets, with the goal of adapting to varying market conditions and achieving absolute returns.

Is blockchain the right fit for your business? ⛓️ If you’re an enterprise leader exploring digital transformation, this video will help you evaluate whether #blockchain infrastructure supports your goals for #innovation, #compliance, or operational efficiency. #bitcoin #cardano #cryptonaut #cardanofoundation #changemakersnft

🛒💻 Trade Desk $TTD & Walmart $WMT partnership continues! Despite media claims that "Walmart may use other platforms," the two companies have maintained a full commitment. In the previous agreement, TTD was the exclusive technology provider for Walmart's web ad purchases using shopper data. Walmart has the option to access other platforms in the new era, but the parties intend to expand their partnership and innovation. CEO Jeff Green: "Record spend in Q2 was driven by retail data." #TTD #WMT #RetailMedia #AdTech

🚀 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

🚀 Why does the AI → Quantum → Space chain make sense? 🌌 🤖 AI (Artificial Intelligence) It's the hottest story in the investment world today. However, the evolution of technology requires the next "infrastructure leap." This is where quantum computing comes into play. ⚛ Quantum Computing It has the potential to increase processing speed and data processing capacity millions of times over. This revolution could fundamentally change AI, drug discovery, financial modeling, and energy optimization. 🪐 Space Sector It has the power to create new economic areas in data transmission (satellite internet, quantum communication), energy (solar energy transfer from space), mining (asteroid mining), and defense. 📊 Market Situation Quantum: Few publicly traded "pure" players (Rigetti, IonQ, QBTS), but giants like Microsoft, Google, and IBM are investing aggressively. Space: SpaceX is private, but Rocket Lab (RKLB), Maxar, L3Harris, Lockheed Martin, and Northrop Grumman stand out on the public side. 🎯 Risk vs. Return High-risk/long-term areas. Volatility is high, but so is the potential. Some of the positive momentum in AI may shift to the Quantum breakthrough and Space Economy boom period between 2027 and 2035. 💡 Strategy Recommendation 1️⃣ Short-Medium Term: Generate revenue from the AI ecosystem (GPU, data center, software). 2️⃣ Medium-Long Term: Gradually increase Quantum & space investments. 3️⃣ ETF + Leading Company Mix: Thematic ETF + selected leaders to diversify risk. This is not investment advice, it is for informational purposes only!!! #AI #QuantumComputing #SpaceEconomy #Investing #StockMarket #Technology #Investment #FutureOfTech #Innovation #Stock Market #ArtificialIntelligence #Space

In today's technology agenda, quantum computing is seen as the key to the future. Here are the quantum companies that could shape the future: ⚛️💡 ​ $IONQ: Providing an integrated approach that combines hardware and software, it is advancing towards commercializing quantum computing technology. 🚀 ​ $RGTI: Developing quantum processors using superconducting technology and providing cloud access to quantum computing platforms. ☁️💻 ​ $QUBT: Aiming to become a major player in the industry by accelerating quantum technology with advanced hardware and software solutions. 📈 ​ $D-WAVE: Focusing on solving optimization problems using quantum annealing. 🌐🔬 ​ $HON: A technology giant that provides quantum computing solutions in various sectors, such as fishing systems, smart cities, and aviation. ✈️🏙️ ​ $XLNX ( $AMD): Supporting industry innovation by developing specialized hardware and software solutions for quantum computing. ⚙️🔗 ​These companies play a leading role in shaping the technology of the future. The potential of quantum computing is limitless! 🌌 ​#Quantum #QuantumComputing #Technology #Investment #Future #IONQ #RGTI #QUBT #DWAVE #AMD

📊 $LLY | Eli Lilly Q2'25 Financial Results Strong Growth, Deepening Pipeline 🔹 Revenue: $15.56B (+38% YoY) 🟢 🔹 Adjusted EPS: $6.31 (+61% YoY) 🟢 🔹 Zepbound: $3.38B (+172%) 🔹 Mounjaro: $5.20B (+68%) 💡 Zepbound and Mounjaro solidify Eli Lilly's leadership in the metabolic diseases segment, with this quarter's results demonstrating momentum for both prescription penetration and patient acceptance of these products. 📌 FY25 guidance revised upward: ▫️ Revenue: $60–62B ▫️ Adj. EPS: $21.75–$23.00 🔬 Positive developments in the pipeline (Orforglipron, Jaypirca, Kisunla) present very strong catalysts that will support growth in the medium to long term. 💼 It also appears to be continuing its focus on innovation with the acquisitions of SiteOne and Verve Therapeutics and the Purdue collaboration. 📈 Comment: Eli Lilly is demonstrating not only strong sales growth but also a structural transformation. Supported by its leadership in the GLP-1 class, cardiometabolic protection data, and R&D investments, the pipeline offers a defensive and growth combination for long-term investors. #LLY #EliLilly #Balance Sheet #GLP1 #Zepbound #Mounjaro #HealthcareSector #StockAnalysis

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