CHOOSE YOUR FIGHTER Warren Buffett vs Stanley Druckenmiller Buffett stepped down as Charman of Berkshire Hathaway $BRK.B today. Druckenmiller has never had a losing year in more than 30 years. Here are their full portfolios as of Q2 2026. BERKSHIRE HATHAWAY - Apple $AAPL: 22% - American Express $AXP: 17% - Google $GOOGL: about 12.6% across both share classes - Coca-Cola $KO: 11% - Bank of America $BAC: 9.2% - Chevron $CVX: 4.7% - Occidental $OXY: 4.3% - Chubb $CB: 3.9% - Moody's $MCO: 3.7% - Kraft Heinz $KHC: 2.6% - DaVita $DVA: 2.1% - Delta $DAL: 1.8% - SiriusXM $SIRI: 1.2% - VeriSign $VRSN: 0.8% - Kroger $KR: 0.7% - Liberty Live $LLYVA: about 0.6% across both share classes - Ally $ALLY: 0.4% - Lennar $LEN: 0.4% - New York Times $NYT: 0.4% - Capital One $COF: 0.2% - Louisiana-Pacific $LPX: 0.1% - Nucor $NUE: 0.1% - Macy's $M: 0.1% - NVR $NVR - Jefferies $JEF - D.R. Horton $DHI DUQUESNE FAMILY OFFICE - Natera $NTRA: 17% - Insmed $INSM: about 5.7% in shares and calls - Taiwan Semi $TSM: 5.4% - Brazil ETF $EWZ: about 5.1% in shares and calls - Amazon $AMZN: about 4.6% in shares and calls - STMicro $STM: 4.5% - S&P 500 Equal Weight $RSP: about 3.7% in calls and shares - Fox $FOXA: about 2.8% across both share classes - YPF $REPYY: 2.7% - CDW $CDW: about 2.7% in shares and calls - BBB Foods $TBBB: 2.3% - Google $GOOGL: 2.3% - Seagate blockstack:native: 2.3% - United Airlines $UAL: 2.1% - Sea $SE: 2.0% - NewAmsterdam Pharma $NAMS: 2.0% - Russell 2000 ETF $IWM: 1.9% in calls - Sandisk $SNDK: 1.5% - Revolution Medicines $RVMD: 1.4% - S&P 500 ETF: 1.3% in calls - Bitdeer: 1.2% - CRH: 1.1% - Delta: 1.1% - Tesla $TSLA: 1.0% in calls - Fluor: 1.0% - D.R. Horton: 0.9% - Coupang: 0.9% - AMD: 0.8% - Palo Alto Networks: 0.8% - Cleveland-Cliffs: 0.8% - Hut 8: 0.7% - Caris Life Sciences: 0.6% - Argentina ETF: 0.6% - Woodward: 0.5% - Meta: 0.5% in calls - Nuvation Bio: 0.5% - Protagonist Therapeutics: 0.5% - Roku: 0.5% - Cavco: 0.5% - ADMA Biologics: 0.4% - Hyperliquid Strategies: 0.4% - Rambus: 0.4% - Rhythm Pharmaceuticals: 0.4% - Champion Homes: 0.4% - Daktronics: 0.4% - PureCycle: 0.4% - Southern Copper: 0.4% - Linde: 0.4% - Entegris: 0.4% - Teva: 0.4% - Unity: 0.4% - Aeva: 0.4% - Riot Platforms: 0.4% - Qnity Electronics: 0.4% - Equinix: 0.4% - Lam Research: 0.4% - Definium Therapeutics: 0.3% - Belite Bio: 0.3% - 10x Genomics: 0.3% - Wabtec: 0.3% - Eli Lilly: 0.3% - Xenon Pharmaceuticals: 0.3% - Olema Pharmaceuticals: 0.2% - Repligen: 0.2% - Rocket Companies: 0.2% - Baidu: 0.2% - Arm: 0.2% - Carvana: 0.2% - Reddit: 0.2% - Alcoa: 0.2% - Thermo Fisher: 0.2% - Danaher: 0.2% - F5: 0.2% - Vista Energy: 0.2% - Skeena Resources: 0.2% - JBS: 0.1% - Monte Rosa Therapeutics: 0.1% - Relay Therapeutics: 0.1% - DBV Technologies: 0.1% - CCC Intelligent Solutions: 0.1% - UWM Holdings: 0.1% - Navitas Semiconductor: 0.1% - Solstice Advanced Materials: 0.1% - FTAI Aviation: 0.1% - Beam Therapeutics: 0.1% - Aurora Innovation: 0.1% - IREN: 0.1% - Grupo Financiero Galicia: 0.1% - Wave Life Sciences: under 0.1% Both own Google, Delta and D.R. Horton. Neither owns Nvidia $NVDA.

Here’s what I would do if I was a crypto creator starting from 0. 1) FIND YOUR USP (unique sales proposition, a.k.a your style) -Are you a dev who explains technical topics? -Are you a digital nomad building a product? -Are you a hot girl with selfies that get 700 likes just for a GM? -Are you going to do comedy and incorporate crypto themes? -Are you a fintech influencer who talks about banks and ETFs? Whatever it is, find it quick. This is the reason why brands will hire *you* over another creator. There’s no wrong answers here but your USP has to fit like a glove. Otherwise creating will feel uncomfortable. 2) BE AS VISIBLE AS HUMANLY POSSIBLE -Engage a ton with brands you like ($0) -Join spaces and even better, livestreams ($0) -Go to events if you can (this requires $ but start close to home) -Go on podcasts ($0) The more your face and username is seen, the quicker you’ll gain traction. 3) BECOME YOUR OWN PR AGENT As a creator, you’re building a brand. Any brands needs: - announcements and updates - continuous social media presence - to create and distribute narratives - opinions that will attract the right brands Start thinking like a Comms/ PR person who’s representing a client. You are your first, only, and most important client. 4) PARTNER WITH COMMUNITIES I’m not going to sugarcoat this. When you start, nobody’s gonna give a f. This is why you need to find out how you can bring enough value to established brands/ communities that will repost you. It’s as simple as that. When I started, I posted and promoted @shefiorg non-stop. Then @BoysClubWorld. Then @LC. Thanks to their reposts, I gained my first couple hundred followers. So find the brands that you resonate with, and start bringing value. 5) GET GUD TECH You don’t need to drop $7k on a camera from day 1. But if you’re serious about becoming a creator, you’ll need great visuals. A janky Android or an iPhone 13 won’t do it. A DJI osmo is about ~$600 and a perfect tool to get you started. You can get a set of DJI mini mics with it for another hundred bucks or so. Quality tech will pay off over and over again, and very often you’ll make all the money back with 1-2 jobs. 6) BECOME A BIG FISH IN A SMALL POND You may think that picking a niche is limiting and annoying (to be fair, it is) but if you promote every brand on the face of X, you won’t be known for anything. A fintech creator will gain traction and brand deals way quicker than a creator that hops from memecoins to AI to banks to prediction markets. Picking a niche = becoming a big fish in a small pond. After you’ve outgrown your pond, you’ll expand. Your goal is to become the de-facto creator brands in that niche hire. 7) DON’T FADE AI Some creators hate AI. They think it *might* steal their jobs. But if you don’t use AI, those who do, will *definitely* steal your job. Here are a few ways you can use AI while keeping creative control and humanity: - content topic research - color grading - editing effects - music - creating a (non-cringe pls) avatar - shortening / improving captions - clipping videos - repurposing content - cataloguing inspiration from other creators 8) CREATE NATIVELY The ultimate goal is to be on every major platform: X, TikTok, instagram, LinkedIn, YouTube But. These platforms love native content made just for them. A TikTok video that gets 100k views might flop on instagram because you didn’t use the right font or transitions. Start slow and put effort into adapting your content for each platform so it can push you. If you shoot raw files, you’re only spending a few more min editing. Then, study the content that crushes on each platform, and make that. Ok I’m running out of characters. Let’s wrap this post here. AMA

The cheapest MiCA-regulated crypto exchanges ↓ (bookmark for later) Revolut – 0% / 0.09% OKX – 0.08% / 0.1% Gate – 0.1% / 0.1% Bybit – 0.1% / 0.3% Bitvavo – 0.2% / 0.3% Blockchaincom – 0.2% / 0.4% Bitpanda – 0.3% / 0.3% Kraken – 0.3% / 0.4% Bitstamp – 0.3% / 0.4% Cryptocom – 0.3% / 0.5% Robinhood – 0.5% Bit2Me – 0.5% / 0.6% Coinbase – 0.6% / 1.2% eToro – 1% Swissquote – 1% / 1% Data from @DefiLlama.

FACTOS 🚨 Tesla is launching 3 transformative products in just one month 🔥 1⃣ Cybercab will dominate the public transportation sector 🚕 Ditching the pedals and steering wheel makes this robotaxi purpose-built for profit, unlocking a massive structural advantage that brings vehicle costs below $30,000 and slashes fleet operating costs to around 20 cents a mile. ⚡ That minimalist build delivers unprecedented efficiency with an officially certified 165 Wh/mi—burning just 2.6 cents of electricity per mile at $0.16/kWh, while using 28% less energy than the Lucid Air Pure. 💸 Those compounding savings allow the Robotaxi network to aggressively undercut the market, with an early unsupervised Dallas ride clocking a 2.25-mile trip at just $6.15 (56% cheaper than Waymo), and Cybercab's purpose-built economics will push that advantage even further. 2⃣ Semi will dominate the heavy-duty trucking industry 🚛 Major fleet pilots have already demonstrated validated efficiency under grueling conditions, with DHL hauling 75,000 lbs over 388 miles at 1.72 kWh/mi and NFI logging an equally impressive 1.64 kWh/mi in separate operations. 🔋 Tesla designed the truck for near-zero downtime to keep supply chains rolling, leveraging a 1,000V architecture and 1.2 MW MCS charging to recover about 60% of its range in just 30 minutes. 📉 Pairing that extreme uptime with cheap electricity translates into diesel-killing economics, saving operators at least $200,000 in fuel over a million miles—roughly 20 cents per mile in fuel savings alone, before even touching maintenance costs. 3⃣ Roadster will dominate the adrenaline market 🚀 An optional SpaceX cold-gas thruster package shatters traditional automotive limits, pairing a 620-mile range and a 250+ mph top speed with an insane sub-1-second 0-60 sprint to render multi-million-dollar exotics completely obsolete. 🛸 The engineering goes well beyond straight-line speed, using 10 seamlessly integrated rocket thrusters that actively fire during hard cornering and braking to multiply G-forces and deliver aerospace-grade agility. 🛫 Pushing the absolute boundaries of a street-legal vehicle, Elon Musk has confirmed the SpaceX technology will actually allow the Roadster to "fly a little", using downward-firing thrusters to enable brief hovering and short hops off the pavement.

MACY'S $M Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.9B (Est. $4.83B) 🟢; +1.1% YoY 🔹 Adj. EPS: $0.63; incl. $0.23 tariff refunds 🔹 Adj. EPS ex-Refund: $0.40 (Est. $0.37) 🟢 🔹 GAAP EPS: $0.62; +100% YoY; incl. refunds 🔹 Adj. EBITDA: $457M; incl. tariff refunds Raises FY26 Guide: 🔹 Revenue: $21.7B-$21.8B (Est. $21.91B) 🔴; from $21.5B-$21.75B 🔹 Adj. EBITDA Margin: 7.8%-8.0% (Est. 8.1%) 🔴; from 7.7%-7.9% 🔹 Adj. EPS: $2.15-$2.35 (Est. $2.25) 🟡; from $2.00-$2.20 🔹 Comparable Sales Change: 1.0% to 1.5%; from 0.5% to 1.2% Other Q2 Metrics: 🔹 Comparable Sales: +2.7% 🔹 Go-Forward Business Comps: +2.8% 🔹 Macy's Comps: +1.1% 🔹 Bloomingdale's Comps: +11.3% 🔹 Bluemercury Comps: +6.2% 🔹 Gross Margin: 41.5%; incl. 180 bps refunds Key Updates: 🔸 Tariff refunds: $98M of IEEPA refunds received in Q2 and $18M after quarter end ($116M total); the net benefit was $84M pre-tax, $0.23 per share after tax and 180 bps of gross margin — excluding it, adjusted EPS was $0.40, +14% YoY, and gross margin was up 10 bps; the FY26 guide reinvests the majority of the refunds, with ~$0.05 per share flowing through to adjusted EPS Comments: 🔸 “The investments we're making are driving results across our portfolio, from the continued outperformance of our Reimagine 200 Macy’s stores, to meaningful double-digit growth at Bloomingdale’s and another solid quarter at Bluemercury.”